SEGALL BRYANT & HAMILL, LLC
CHICAGO IL · SEC CIK 0001006378
$84.29亿2026Q2 申报市值
590持仓数
12.9%前十大占比 · 第一大 1.6%
93 / 88新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TKR 加仓+$5,477.58万
MARA 新建仓+$3,828.33万
LLY 新建仓+$3,400.86万
AVT 新建仓+$2,909.62万
IEX 新建仓+$2,744.73万
2026Q2 卖出最多 按季末市值估算
ONTO 减仓-$6,135.17万
ALGM 减仓-$4,960.73万
STRL 减仓-$4,846.80万
VPG 减仓-$2,849.10万
COHU 减仓-$2,809.79万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BGS | B & G FOODS INC | $151.36万 | 0.02% | 380,292 | 285,043 | 299.3% | $113.45万 | 加仓 |
| — | CITIZENS FINL SVCS INC | $149.96万 | 0.02% | 20,701 | 0 | 0.0% | — | 不变 |
| UTMD | UTAH MED PRODS INC COM | $148.63万 | 0.02% | 21,547 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $147.52万 | 0.02% | 15,370 | -4,300 | -21.9% | -$41.27万 | 减仓 |
| — | NACCO INDS INC CL A | $147.46万 | 0.02% | 29,463 | -53 | -0.2% | -$2,653 | 减仓 |
| OPBK | OP BANCORP COM | $144.48万 | 0.02% | 96,384 | 59,976 | 164.7% | $89.90万 | 加仓 |
| LXU | LSB INDS INC COM | $143.27万 | 0.02% | 132,534 | 132,534 | — | $143.27万 | 新建仓 |
| VTOL | BRISTOW GROUP INC | $142.70万 | 0.02% | 34,536 | -216 | -0.6% | -$8,925 | 减仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC COM | $140.31万 | 0.02% | 163,723 | -243 | -0.1% | -$2,083 | 减仓 |
| VREX | VAREX IMAGING CORP | $140.22万 | 0.02% | 134,443 | 134,443 | — | $140.22万 | 新建仓 |
| NPK | NATIONAL PRESTO INDS INC | $137.06万 | 0.02% | 10,966 | -43 | -0.4% | -$5,375 | 减仓 |
| PRG | PROG HOLDINGS INC COM NPV | $136.05万 | 0.02% | 29,188 | 0 | 0.0% | — | 不变 |
| PINE | ALPINE INCOME PPTY TR INC | $134.93万 | 0.02% | 64,994 | 17,956 | 38.2% | $37.28万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $134.18万 | 0.02% | 53,034 | -67,987 | -56.2% | -$172.01万 | 减仓 |
| ABX | ABACUS GLOBAL MGMT INC | $133.57万 | 0.02% | 124,718 | 124,718 | — | $133.57万 | 新建仓 |
| TNK | TEEKAY TANKERS LTD CL A | $132.83万 | 0.02% | 20,477 | -30 | -0.1% | -$1,946 | 减仓 |
| LPG | DORIAN LPG LTD SHS USD | $131.69万 | 0.02% | 37,865 | 1,399 | 3.8% | $4.87万 | 加仓 |
| DOLE | DOLE PLC | $130.54万 | 0.02% | 95,146 | -127 | -0.1% | -$1,742 | 减仓 |
| ENB | ENBRIDGE INC | $129.70万 | 0.02% | 23,926 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $128.93万 | 0.02% | 11,583 | -1 | -0.0% | -$111 | 减仓 |
| DLX | DELUXE CORP COM | $126.44万 | 0.01% | 52,947 | -99,468 | -65.3% | -$237.53万 | 减仓 |
| JEF | JEFFRIES FINL GROUP INC | $124.27万 | 0.01% | 24,864 | -4,200 | -14.5% | -$20.99万 | 减仓 |
| PK | PARK HOTELS RESORTS INC | $123.53万 | 0.01% | 86,690 | 86,690 | — | $123.53万 | 新建仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV SHS | $122.98万 | 0.01% | 47,300 | 35,200 | 290.9% | $91.52万 | 重新持有 |
| UVE | UNIVERSAL INS HLDGS INC COM | $122.84万 | 0.01% | 29,700 | 29,700 | — | $122.84万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $122.48万 | 0.01% | 17,563 | -40,189 | -69.6% | -$280.28万 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS INC | $120.61万 | 0.01% | 25,931 | 2,762 | 11.9% | $12.85万 | 加仓 |
| AGGY | WISDOMTREE TR YIELD ENHANCD US | $120.27万 | 0.01% | 27,661 | -1,067 | -3.7% | -$4.64万 | 减仓 |
| ASTH | ASTRANA HEALTH INC | $119.86万 | 0.01% | 25,826 | 25,826 | — | $119.86万 | 新建仓 |
| PANL | PANGAEA LOGISTICS SOLUTION LTD SHS | $119.33万 | 0.01% | 183,584 | 183,584 | — | $119.33万 | 新建仓 |
| OMCL | OMNICELL INC | $114.15万 | 0.01% | 27,493 | 27,493 | — | $114.15万 | 新建仓 |
| PRGO | PERRIGO COMPANY PLC | $111.10万 | 0.01% | 106,931 | 106,931 | — | $111.10万 | 新建仓 |
| TDC | TERADATA CORP | $110.93万 | 0.01% | 32,015 | 32,015 | — | $110.93万 | 新建仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS INC COM | $109.44万 | 0.01% | 30,059 | 0 | 0.0% | — | 不变 |
| COLL | COLLEGIUM PHARMACEUTICAL INC COM | $109.02万 | 0.01% | 30,116 | 7,797 | 34.9% | $28.23万 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD SPONSORED ADS A | $106.74万 | 0.01% | 80,500 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $106.11万 | 0.01% | 16,910 | -120 | -0.7% | -$7,530 | 减仓 |
| INVA | INNOVIVA INC COM | $103.93万 | 0.01% | 45,762 | 5,529 | 13.7% | $12.56万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD TR S&P500 EQL TEC | $103.20万 | 0.01% | 16,000 | 0 | 0.0% | — | 不变 |
| HUN | HUNTSMAN CORP | $102.42万 | 0.01% | 96,439 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $102.05万 | 0.01% | 19,160 | 19,160 | — | $102.05万 | 新建仓 |
| REI | RING ENERGY INC | $101.20万 | 0.01% | 937,046 | 937,046 | — | $101.20万 | 新建仓 |
| NECB | NORTHEAST CMNTY BANCORP INC | $101.20万 | 0.01% | 36,481 | -62,290 | -63.1% | -$172.79万 | 减仓 |
| — | SIGA TECHNOLOGIES INC COM | $99.56万 | 0.01% | 273,522 | 0 | 0.0% | — | 不变 |
| KHC | THE KRAFT HEINZ COMPANY | $98.40万 | 0.01% | 41,658 | -34 | -0.1% | -$803 | 减仓 |
| T | AT & T INC | $96.88万 | 0.01% | 46,800 | 0 | 0.0% | — | 不变 |
| — | THERAVANCE BIOPHARMA INC | $95.29万 | 0.01% | 56,052 | 56,052 | — | $95.29万 | 新建仓 |
| NEWT | NEWTEKONE INC | $93.94万 | 0.01% | 63,433 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC | $88.72万 | 0.01% | 27,751 | -57,938 | -67.6% | -$185.23万 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC | $88.52万 | 0.01% | 34,892 | 5,356 | 18.1% | $13.59万 | 加仓 |
| LIVN | LIVANOVA PLC | $85.99万 | 0.01% | 10,457 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $84.79万 | 0.01% | 11,372 | 0 | 0.0% | — | 不变 |
| — | GCI LIBERTY INC COM CLASS A | $81.57万 | 0.01% | 37,245 | 37,245 | — | $81.57万 | 新建仓 |
| EBS | EMERGENT BIOSOLUTIONS INC COM | $79.78万 | 0.01% | 95,205 | -10,775 | -10.2% | -$9.03万 | 减仓 |
| IMMR | IMMERSION CORP | $77.24万 | 0.01% | 114,095 | -307,747 | -73.0% | -$208.34万 | 减仓 |
| DOW | DOW CHEMICAL CO | $76.52万 | 0.01% | 27,966 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC | $75.89万 | 0.01% | 26,267 | -120 | -0.5% | -$3,467 | 减仓 |
| HNI | HNI CORP | $75.86万 | 0.01% | 18,773 | -14,555 | -43.7% | -$58.82万 | 减仓 |
| PBR/A | PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG | $72.32万 | 0.01% | 49,400 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD SPONSORED ADR | $68.81万 | 0.01% | 65,600 | 0 | 0.0% | — | 不变 |
| AMPH | AMPHASTAR PHARMACEUTICALS INC COM | $67.24万 | 0.01% | 33,318 | 0 | 0.0% | — | 不变 |
| NATR | NATURES SUNSHINE PRODS INC COM | $65.48万 | 0.01% | 30,038 | 30,038 | — | $65.48万 | 新建仓 |
| EVC | ENTRAVISION COMMUNICATIONS CP | $64.40万 | 0.01% | 49,384 | -521,066 | -91.3% | -$679.47万 | 减仓 |
| GLPI | GAMING AND LEISURE PROPERTIES INC | $60.00万 | 0.01% | 13,474 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UNION BANKSHARES CORP | $55.93万 | 0.01% | 13,219 | -106 | -0.8% | -$4,485 | 减仓 |
| — | NLI HOLDINGS INC | $55.46万 | 0.01% | 93,209 | 0 | 0.0% | — | 不变 |
| VLGEA | VILLAGE SUPER MKT INC CL A NEW | $55.46万 | 0.01% | 13,148 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD SPON ADR 1 SH | $53.66万 | 0.01% | 238,500 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LIMITED | $52.74万 | 0.01% | 15,700 | 0 | 0.0% | — | 不变 |
| — | LIFETIME BRANDS INC COM | $52.25万 | 0.01% | 61,258 | 61,258 | — | $52.25万 | 新建仓 |
| TV | GRUPO TELEVISA SA GDR | $51.16万 | 0.01% | 188,800 | 46,900 | 33.1% | $12.71万 | 加仓 |
| AB | ALLIANCE BERNSTEIN HOLDINGS | $49.31万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR | $48.16万 | 0.01% | 29,800 | 0 | 0.0% | — | 不变 |
| — | EASTERN CO | $46.40万 | 0.01% | 16,661 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO VARIABLE RATE PREFERRED | $46.38万 | 0.01% | 19,080 | 550 | 3.0% | $1.34万 | 加仓 |
| PFFD | GLOBAL X FDS US PFD ETF | $45.31万 | 0.01% | 24,244 | 853 | 3.6% | $1.59万 | 加仓 |
| EVER | EVERQUOTE INC | $40.82万 | 0.00% | 17,160 | -52,643 | -75.4% | -$125.24万 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $40.63万 | 0.00% | 13,206 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INC COM | $38.54万 | 0.00% | 10,230 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD SPONSORED ADR | $38.04万 | 0.00% | 44,800 | 2,600 | 6.2% | $2.21万 | 加仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $36.75万 | 0.00% | 34,278 | -149,975 | -81.4% | -$160.77万 | 减仓 |
| USNA | USANA HEALTH SCIENCES INC COM | $31.84万 | 0.00% | 14,914 | 14,914 | — | $31.84万 | 新建仓 |
| — | CSP INC COM | $30.53万 | 0.00% | 38,448 | 0 | 0.0% | — | 不变 |
| — | SMART SAND INC COM | $30.31万 | 0.00% | 60,491 | 60,491 | — | $30.31万 | 新建仓 |
| SB | SAFE BULKERS INC | $28.92万 | 0.00% | 45,834 | -136,790 | -74.9% | -$86.31万 | 重新持有 |
| FVRR | FIVERR INTL LTD | $25.90万 | 0.00% | 25,100 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A SP ADR PFD | $25.68万 | 0.00% | 74,000 | -11,100 | -13.0% | -$3.85万 | 减仓 |
| — | SBC MED GROUP HLDGS INC | $25.04万 | 0.00% | 81,307 | 0 | 0.0% | — | 不变 |
| PFFV | GLOBAL X FDS | $22.18万 | 0.00% | 10,066 | -18 | -0.2% | -$397 | 重新持有 |
| STNE | STONECO LTD CL A | $21.25万 | 0.00% | 19,600 | 19,600 | — | $21.25万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -200,371 | -100.0% | -$1,865.05万 | 清仓 |
| APOG | APOGEE ENTERPRISES INC COM | $0 | 0.00% | 0 | -478,904 | -100.0% | -$1,606.24万 | 清仓 |
| GT | GOODYEAR TIRE AND RUBBER CO | $0 | 0.00% | 0 | -2,317,713 | -100.0% | -$1,536.64万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -106,781 | -100.0% | -$1,527.40万 | 清仓 |
| LKFT | GALAPAGOS NV | $0 | 0.00% | 0 | -426,412 | -100.0% | -$1,279.24万 | 清仓 |
| — | TOPBUILD CORP COM | $0 | 0.00% | 0 | -34,819 | -100.0% | -$1,223.19万 | 清仓 |
| MDYG | SPDR SERIES TRUST S&P 400 MDCP GRW | $0 | 0.00% | 0 | -118,234 | -100.0% | -$1,134.57万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $0 | 0.00% | 0 | -111,621 | -100.0% | -$1,047.79万 | 清仓 |
| LOAR | LOAR HOLDINGS INC | $0 | 0.00% | 0 | -174,323 | -100.0% | -$998.70万 | 清仓 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $0 | 0.00% | 0 | -343,444 | -100.0% | -$924.55万 | 清仓 |