SEGALL BRYANT & HAMILL, LLC
CHICAGO IL · SEC CIK 0001006378
$69.81亿2026Q1 申报市值
576持仓数
11.7%前十大占比 · 第一大 1.6%
81 / 73新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TEX 加仓+$4,042.23万
CE 新建仓+$2,629.80万
CFR 新建仓+$2,582.68万
CPRI 加仓+$2,316.34万
MRCY 加仓+$2,174.89万
2026Q1 卖出最多 按季末市值估算
REV GROUP INC 清仓-$4,992.34万
CADENCE BANK 清仓-$4,336.86万
VFC 减仓-$4,188.68万
AGI 减仓-$2,759.73万
VIAV 清仓-$2,687.67万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD FTSE EMERGING MKTS ETF | $1,193.39万 | 0.17% | 220,793 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC COM | $1,187.70万 | 0.17% | 180,200 | -9,313 | -4.9% | -$61.38万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1,177.79万 | 0.17% | 99,796 | -11,901 | -10.7% | -$140.46万 | 减仓 |
| RVLV | REVOLVE GROUP INC CL A | $1,161.30万 | 0.17% | 513,621 | 198,448 | 63.0% | $448.69万 | 加仓 |
| CXT | CRANE NXT CO COM | $1,159.32万 | 0.17% | 285,618 | -27,948 | -8.9% | -$113.44万 | 减仓 |
| VVV | VALVOLINE INC COM | $1,147.17万 | 0.16% | 340,609 | 340,609 | — | $1,147.17万 | 新建仓 |
| CSW | CSW INDUSTRIALS INC | $1,145.61万 | 0.16% | 43,964 | -2,280 | -4.9% | -$59.41万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $1,140.50万 | 0.16% | 46,551 | -42,802 | -47.9% | -$1,048.65万 | 减仓 |
| MDYG | SPDR SERIES TRUST S&P 400 MDCP GRW | $1,134.57万 | 0.16% | 118,234 | -6,104 | -4.9% | -$58.57万 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC | $1,124.53万 | 0.16% | 195,096 | -5,286 | -2.6% | -$30.47万 | 减仓 |
| COHR | COHERENT INC COM | $1,116.92万 | 0.16% | 46,888 | -8,617 | -15.5% | -$205.27万 | 减仓 |
| BCPC | BALCHEM CORPORATION | $1,112.23万 | 0.16% | 65,626 | -16,286 | -19.9% | -$276.02万 | 减仓 |
| SSYS | STRATASYS LTD SHS | $1,110.73万 | 0.16% | 1,422,191 | 1,422,191 | — | $1,110.73万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $1,104.72万 | 0.16% | 119,805 | -13,774 | -10.3% | -$127.01万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1,100.43万 | 0.16% | 346,919 | -167,612 | -32.6% | -$531.67万 | 减仓 |
| ANGO | ANGIODYNAMICS INC | $1,098.30万 | 0.16% | 965,965 | -232,192 | -19.4% | -$264.00万 | 减仓 |
| PATK | PATRICK INDUSTRIES INC | $1,086.36万 | 0.16% | 97,809 | -5,061 | -4.9% | -$56.21万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC COM | $1,078.41万 | 0.15% | 73,682 | -3,815 | -4.9% | -$55.84万 | 减仓 |
| PCVX | VAXCYTE INC | $1,068.85万 | 0.15% | 183,935 | -9,488 | -4.9% | -$55.13万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1,065.06万 | 0.15% | 105,808 | 37,441 | 54.8% | $376.88万 | 加仓 |
| HLNE | HAMILTON LANE INC CL A | $1,060.97万 | 0.15% | 106,737 | -5,511 | -4.9% | -$54.78万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $1,047.79万 | 0.15% | 111,621 | 12,616 | 12.7% | $118.43万 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP | $1,046.62万 | 0.15% | 720,314 | -61,576 | -7.9% | -$89.47万 | 减仓 |
| CECO | CECO ENVIROMENTAL CORP | $1,042.97万 | 0.15% | 175,054 | -9,066 | -4.9% | -$54.02万 | 减仓 |
| EVR | EVERCORE INC CLASS A | $1,030.07万 | 0.15% | 34,507 | 34,507 | — | $1,030.07万 | 新建仓 |
| HUBG | HUB GROUP INC CL A | $1,025.67万 | 0.15% | 284,591 | -330,154 | -53.7% | -$1,189.88万 | 减仓 |
| AZTA | AZENTA INC COM | $1,010.73万 | 0.14% | 478,339 | -77,669 | -14.0% | -$164.11万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $998.70万 | 0.14% | 174,323 | -9,032 | -4.9% | -$51.74万 | 减仓 |
| VPG | VISHAY PRECISION GROUP INC COM | $984.01万 | 0.14% | 226,625 | 76,119 | 50.6% | $330.51万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $982.06万 | 0.14% | 127,408 | 127,408 | — | $982.06万 | 新建仓 |
| DNLI | DENALI THERAPEUTICS INC COM | $980.24万 | 0.14% | 510,543 | -26,457 | -4.9% | -$50.80万 | 减仓 |
| TJX | TJX COMPANIES INC | $974.92万 | 0.14% | 61,047 | -108,767 | -64.1% | -$1,737.01万 | 减仓 |
| EPAC | ENERPAC TOOL GROUP CORP CL A COM | $960.32万 | 0.14% | 263,318 | -12,679 | -4.6% | -$46.24万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 | $956.73万 | 0.14% | 38,578 | -16,448 | -29.9% | -$407.91万 | 减仓 |
| FEIM | FREQUENCY ELECTRS INC | $938.82万 | 0.13% | 212,115 | -94,659 | -30.9% | -$418.96万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $924.55万 | 0.13% | 343,444 | -18,050 | -5.0% | -$48.59万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $913.53万 | 0.13% | 135,277 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INSTRUMENTS INC | $906.22万 | 0.13% | 39,434 | 39,434 | — | $906.22万 | 新建仓 |
| RIOT | RIOT BLOCKCHAIN INC | $880.30万 | 0.13% | 712,217 | 114,540 | 19.2% | $141.57万 | 加仓 |
| ROG | ROGERS CORPORATION | $878.34万 | 0.13% | 81,835 | -50,290 | -38.1% | -$539.76万 | 减仓 |
| TBBK | BANCORP INC DEL COM | $877.86万 | 0.13% | 163,384 | -8,473 | -4.9% | -$45.53万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $875.47万 | 0.13% | 14,651 | -5,653 | -27.8% | -$337.80万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $875.26万 | 0.13% | 109,339 | -59,234 | -35.1% | -$474.17万 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO COM | $866.16万 | 0.12% | 106,881 | -12,045 | -10.1% | -$97.61万 | 减仓 |
| PEBO | PEOPLES BANCORP INC COM | $854.10万 | 0.12% | 259,843 | 57,650 | 28.5% | $189.50万 | 加仓 |
| FROG | JFROG LTD | $841.20万 | 0.12% | 179,246 | -10,176 | -5.4% | -$47.76万 | 减仓 |
| NEO | NEOGENOMICS INC | $840.71万 | 0.12% | 1,133,026 | -599,003 | -34.6% | -$444.46万 | 减仓 |
| META | META PLATFORMS INC CL A | $819.29万 | 0.12% | 14,320 | -38,158 | -72.7% | -$2,183.14万 | 减仓 |
| MGRC | MCGRATH RENTCORP COM | $808.16万 | 0.12% | 73,283 | -3,787 | -4.9% | -$41.76万 | 减仓 |
| ETN | EATON CORP PLC | $798.59万 | 0.11% | 22,328 | 1,207 | 5.7% | $43.17万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $795.77万 | 0.11% | 420,152 | 69,449 | 19.8% | $131.54万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $795.34万 | 0.11% | 48,962 | -3,672 | -7.0% | -$59.65万 | 减仓 |
| USLM | UNITED STATES LIME & MINERALS COM | $784.10万 | 0.11% | 60,034 | -3,103 | -4.9% | -$40.53万 | 减仓 |
| ITRI | ITRON INC | $759.44万 | 0.11% | 84,731 | -4,381 | -4.9% | -$39.27万 | 减仓 |
| TRMB | TRIMBLE INC COM | $757.84万 | 0.11% | 116,180 | -130,752 | -53.0% | -$852.90万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $750.05万 | 0.11% | 56,934 | 464 | 0.8% | $6.11万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $748.04万 | 0.11% | 75,521 | -11,383 | -13.1% | -$112.75万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $746.01万 | 0.11% | 281,512 | -7,833 | -2.7% | -$20.76万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $745.86万 | 0.11% | 54,391 | 54,391 | — | $745.86万 | 新建仓 |
| JPEM | J P MORGAN EXCHANGE TRADED FD | $736.20万 | 0.11% | 118,501 | -6,915 | -5.5% | -$42.96万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $728.88万 | 0.10% | 61,738 | -69,772 | -53.1% | -$823.73万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $726.60万 | 0.10% | 12,022 | 0 | 0.0% | — | 不变 |
| TIGO | MILLICOM INTL CELLULAR SA | $720.75万 | 0.10% | 96,177 | -2,400 | -2.4% | -$17.99万 | 减仓 |
| ADI | ANALOG DEVICES | $710.88万 | 0.10% | 22,345 | -2,856 | -11.3% | -$90.86万 | 减仓 |
| SCHX | SCHWAB US LARGE CAP ETF | $709.07万 | 0.10% | 276,549 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORPORATION | $706.27万 | 0.10% | 4,740,048 | -308,888 | -6.1% | -$46.02万 | 减仓 |
| COCO | VITA COCO CO INC | $705.50万 | 0.10% | 147,256 | -7,637 | -4.9% | -$36.59万 | 减仓 |
| RPM | RPM INTL INC COM | $696.34万 | 0.10% | 70,054 | 70,054 | — | $696.34万 | 新建仓 |
| SM | SM ENERGY CO | $695.92万 | 0.10% | 223,193 | 81,754 | 57.8% | $254.91万 | 加仓 |
| TTAN | SERVICETITAN INC | $695.14万 | 0.10% | 109,540 | -5,658 | -4.9% | -$35.91万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $693.13万 | 0.10% | 14,102 | 32 | 0.2% | $1.57万 | 加仓 |
| KNF | KNIFE RIVER CORP COMMON STOCK | $681.64万 | 0.10% | 83,483 | -4,329 | -4.9% | -$35.35万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE INDEX FUND | $666.33万 | 0.10% | 35,146 | -7,872 | -18.3% | -$149.25万 | 减仓 |
| AVDV | AVANTIS INTL SC VAL | $664.32万 | 0.10% | 66,525 | 910 | 1.4% | $9.09万 | 加仓 |
| DFIV | DFA INTERNATIONAL VALUE | $659.44万 | 0.09% | 124,942 | 1,423 | 1.2% | $7.51万 | 加仓 |
| KRUS | KURA SUSHI USA INC | $659.09万 | 0.09% | 94,439 | -4,876 | -4.9% | -$34.03万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS INC COM | $654.17万 | 0.09% | 180,112 | -9,365 | -4.9% | -$34.01万 | 减仓 |
| TRU | TRANSUNION | $647.51万 | 0.09% | 93,585 | -46,281 | -33.1% | -$320.22万 | 减仓 |
| MANH | MANHATTAN ASSOCS INC COM | $633.29万 | 0.09% | 47,573 | -38,359 | -44.6% | -$510.64万 | 减仓 |
| CDE | COEUR MNG INC | $630.22万 | 0.09% | 335,760 | -50,110 | -13.0% | -$94.06万 | 减仓 |
| POR | PORTLAND GENERAL ELECTRIC COMPANY | $623.18万 | 0.09% | 118,094 | 5,780 | 5.1% | $30.50万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $611.90万 | 0.09% | 184,197 | -8,257 | -4.3% | -$27.43万 | 减仓 |
| DON | WISDOMTREE TR MIDCAP DIVI FD | $611.46万 | 0.09% | 116,379 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC | $610.68万 | 0.09% | 327,089 | 49,100 | 17.7% | $91.67万 | 加仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $610.55万 | 0.09% | 57,752 | -2,338 | -3.9% | -$24.72万 | 减仓 |
| SSRM | SSR MNG INC COM | $608.02万 | 0.09% | 206,811 | -35,375 | -14.6% | -$104.00万 | 减仓 |
| BHE | BENCHMARK ELECTRS INC | $607.76万 | 0.09% | 108,412 | 108,412 | — | $607.76万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC | $606.86万 | 0.09% | 146,514 | -126,478 | -46.3% | -$523.87万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC | $594.25万 | 0.09% | 21,386 | -6,506 | -23.3% | -$180.78万 | 减仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP CL A | $576.89万 | 0.08% | 104,301 | -16,328 | -13.5% | -$90.31万 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $570.44万 | 0.08% | 52,252 | -27,990 | -34.9% | -$305.57万 | 减仓 |
| APH | AMPHENOL CORP CL A - NEW | $563.66万 | 0.08% | 44,611 | 44,611 | — | $563.66万 | 新建仓 |
| CBRE | CBRE GROUP | $561.45万 | 0.08% | 41,448 | -4,994 | -10.8% | -$67.65万 | 减仓 |
| CHD | CHURCH & DWIGHT | $554.67万 | 0.08% | 59,437 | 5,449 | 10.1% | $50.85万 | 加仓 |
| AVA | AVISTA CORP | $550.78万 | 0.08% | 137,216 | 62,438 | 83.5% | $250.63万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $548.86万 | 0.08% | 27,451 | -7,793 | -22.1% | -$155.81万 | 减仓 |
| CCB | COASTAL FINL CORP WA | $529.50万 | 0.08% | 69,579 | -3,608 | -4.9% | -$27.46万 | 减仓 |
| IIIN | INSTEEL INDUSTRIES INC | $524.78万 | 0.08% | 156,139 | 82,454 | 111.9% | $277.13万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $519.66万 | 0.07% | 154,156 | 16,226 | 11.8% | $54.70万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $519.22万 | 0.07% | 207,606 | -10,737 | -4.9% | -$26.85万 | 减仓 |