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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $1.15亿 | 1.64% | 658,200 | -16,505 | -2.4% | -$287.85万 | 减仓 |
| AAPL | APPLE INC. | $9,496.99万 | 1.36% | 374,207 | -23,576 | -5.9% | -$598.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $9,083.60万 | 1.30% | 245,390 | 6,783 | 2.8% | $251.09万 | 加仓 |
| VMI | VALMONT INDS INC COM | $8,880.36万 | 1.27% | 222,248 | -57,162 | -20.5% | -$2,284.02万 | 减仓 |
| LFUS | LITTELFUSE INC | $8,018.30万 | 1.15% | 236,284 | -43,699 | -15.6% | -$1,482.93万 | 减仓 |
| NGVT | INGEVITY CORP | $7,899.75万 | 1.13% | 1,109,048 | -109,297 | -9.0% | -$778.52万 | 减仓 |
| AMZN | AMAZON.COM INC. | $7,324.63万 | 1.05% | 351,689 | 6,238 | 1.8% | $129.92万 | 加仓 |
| MRCY | MERCURY SYS INC COM | $6,815.80万 | 0.98% | 934,824 | 298,298 | 46.9% | $2,174.89万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $6,361.74万 | 0.91% | 315,719 | -25,131 | -7.4% | -$506.39万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $6,211.36万 | 0.89% | 1,819,380 | -416,138 | -18.6% | -$1,420.70万 | 减仓 |
| SSB | SOUTHSTATE BANK CORP | $5,716.54万 | 0.82% | 617,871 | -33,262 | -5.1% | -$307.74万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $5,653.55万 | 0.81% | 275,689 | -123,516 | -30.9% | -$2,532.94万 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $5,379.67万 | 0.77% | 469,471 | 46,935 | 11.1% | $537.83万 | 加仓 |
| RBC | RBC BEARINGS INC | $5,313.13万 | 0.76% | 97,826 | -3,561 | -3.5% | -$193.41万 | 减仓 |
| ABCB | AMERIS BANCORP | $5,284.66万 | 0.76% | 677,608 | -50,078 | -6.9% | -$390.56万 | 减仓 |
| SBCF | SEACOAST BANKING CORP OF FLORIDA | $5,239.72万 | 0.75% | 1,729,851 | -109,764 | -6.0% | -$332.48万 | 减仓 |
| GOOG | ALPHABET INC CL C | $5,149.52万 | 0.74% | 179,513 | -12,288 | -6.4% | -$352.49万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $5,140.23万 | 0.74% | 178,753 | -10,299 | -5.4% | -$296.16万 | 减仓 |
| GBCI | GLACIER BANCORP INC | $4,977.69万 | 0.71% | 1,114,326 | -45,327 | -3.9% | -$202.48万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $4,923.94万 | 0.71% | 221,729 | -10,619 | -4.6% | -$235.82万 | 减仓 |
| MTRN | MATERION CORP COM | $4,836.18万 | 0.69% | 334,337 | -26,158 | -7.3% | -$378.38万 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED SHS | $4,818.60万 | 0.69% | 2,734,735 | 1,314,611 | 92.6% | $2,316.34万 | 加仓 |
| AZZ | AZZ INC | $4,771.98万 | 0.68% | 381,362 | -67,363 | -15.0% | -$842.91万 | 减仓 |
| TEX | TEREX CORP | $4,743.21万 | 0.68% | 802,573 | 683,964 | 576.7% | $4,042.23万 | 加仓 |
| MCK | MCKESSON CORPORATION | $4,717.52万 | 0.68% | 54,515 | -1,455 | -2.6% | -$125.91万 | 减仓 |
| TKR | TIMKEN CO | $4,540.90万 | 0.65% | 451,516 | 103,904 | 29.9% | $1,044.96万 | 加仓 |
| STAG | STAG INDL INC COM | $4,497.46万 | 0.64% | 1,247,215 | 14,555 | 1.2% | $52.49万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $4,488.43万 | 0.64% | 483,876 | -62,702 | -11.5% | -$581.62万 | 减仓 |
| EXP | EAGLE MATERIALS INC | $4,479.37万 | 0.64% | 236,441 | 57,823 | 32.4% | $1,095.46万 | 加仓 |
| CVX | CHEVRON CORP NEW COM | $4,449.65万 | 0.64% | 215,063 | 39,443 | 22.5% | $816.08万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $4,441.73万 | 0.64% | 481,906 | 216,250 | 81.4% | $1,993.18万 | 加仓 |
| V | VISA INC CL A | $4,361.24万 | 0.62% | 144,297 | -9,545 | -6.2% | -$288.49万 | 减仓 |
| MOG/A | MOOG INC CL A | $4,329.90万 | 0.62% | 147,960 | 33,240 | 29.0% | $972.74万 | 加仓 |
| AHCO | ADAPTHEALTH CORP COMMON STOCK | $4,139.52万 | 0.59% | 3,478,592 | -445,927 | -11.4% | -$530.65万 | 减仓 |
| BDC | BELDEN INC | $4,045.74万 | 0.58% | 352,324 | -1,476 | -0.4% | -$16.95万 | 减仓 |
| NPO | ENPRO INC. | $4,043.66万 | 0.58% | 161,327 | -10,962 | -6.4% | -$274.76万 | 减仓 |
| ATI | ATI INC | $4,034.64万 | 0.58% | 277,371 | -44,322 | -13.8% | -$644.71万 | 减仓 |
| TCBI | TEXAS CAPITAL BANCSHARES INC | $3,817.92万 | 0.55% | 402,395 | -15,826 | -3.8% | -$150.16万 | 减仓 |
| MTDR | MATADOR RESOURCES CO | $3,814.20万 | 0.55% | 603,703 | -142,969 | -19.1% | -$903.28万 | 减仓 |
| ENS | ENERSYS | $3,808.34万 | 0.55% | 219,223 | -143,871 | -39.6% | -$2,499.33万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $3,794.52万 | 0.54% | 309,050 | -73,005 | -19.1% | -$896.36万 | 减仓 |
| MUR | MURPHY OIL CORP | $3,658.81万 | 0.52% | 886,984 | -43,726 | -4.7% | -$180.37万 | 减仓 |
| MOD | MODINE MFG CO | $3,635.72万 | 0.52% | 167,769 | -110,139 | -39.6% | -$2,386.82万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC COM | $3,512.87万 | 0.50% | 490,898 | 45,558 | 10.2% | $326.01万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY CL A COM | $3,502.11万 | 0.50% | 2,594,152 | -186,620 | -6.7% | -$251.94万 | 减仓 |
| NBHC | NATIONAL BANK HOLDINGS CORPORATION | $3,467.11万 | 0.50% | 885,370 | -30,921 | -3.4% | -$121.09万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $3,449.03万 | 0.49% | 2,305,498 | 1,198,020 | 108.2% | $1,792.24万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED ETF | $3,414.95万 | 0.49% | 532,920 | 81,174 | 18.0% | $520.16万 | 加仓 |
| CWST | CASELLA WASTE SYS INC CL A | $3,385.46万 | 0.48% | 426,703 | -9,700 | -2.2% | -$76.96万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $3,294.83万 | 0.47% | 1,044,984 | -203,326 | -16.3% | -$641.09万 | 减仓 |
| WSBC | WESBANCO INC | $3,203.32万 | 0.46% | 928,768 | 6,784 | 0.7% | $23.40万 | 加仓 |
| JPM | JP MORGAN CHASE & CO | $3,186.58万 | 0.46% | 108,328 | -1,517 | -1.4% | -$44.62万 | 减仓 |
| VFC | VF CORPORATION | $3,088.45万 | 0.44% | 1,817,805 | -2,465,381 | -57.6% | -$4,188.68万 | 减仓 |
| — | DIGITALBRIDGE GROUP INC CL A COM | $3,064.39万 | 0.44% | 1,987,284 | -754,820 | -27.5% | -$1,163.93万 | 减仓 |
| FLS | FLOWSERVE CORPORATION | $3,052.14万 | 0.44% | 415,200 | -36,180 | -8.0% | -$265.96万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $3,040.39万 | 0.44% | 74,653 | -3,864 | -4.9% | -$157.37万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3,036.08万 | 0.43% | 63,357 | -5,306 | -7.7% | -$254.26万 | 减仓 |
| PWR | QUANTA SERVICES INC | $2,995.12万 | 0.43% | 54,554 | -1,061 | -1.9% | -$58.25万 | 减仓 |
| SU | SUNCOR ENERGY INC | $2,943.54万 | 0.42% | 445,249 | 249,904 | 127.9% | $1,652.12万 | 加仓 |
| AIT | APPLIED INDUSTRIAL TECH INC | $2,935.55万 | 0.42% | 110,642 | 14,863 | 15.5% | $394.35万 | 加仓 |
| COHU | COHU INC COM | $2,925.26万 | 0.42% | 955,344 | 531,661 | 125.5% | $1,627.95万 | 加仓 |
| OI | OWENS ILL INC | $2,895.47万 | 0.41% | 2,754,970 | -161,263 | -5.5% | -$169.49万 | 减仓 |
| ICUI | ICU MEDICAL INC | $2,895.07万 | 0.41% | 224,163 | -40,832 | -15.4% | -$527.35万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $2,874.83万 | 0.41% | 146,525 | -9,177 | -5.9% | -$180.05万 | 减仓 |
| ITT | ITT INC | $2,853.28万 | 0.41% | 149,755 | -13,637 | -8.3% | -$259.83万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $2,850.87万 | 0.41% | 500,152 | 21,266 | 4.4% | $121.22万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,849.38万 | 0.41% | 26,061 | -3,922 | -13.1% | -$428.81万 | 减仓 |
| SLGN | SILGAN HOLDINGS INC | $2,695.22万 | 0.39% | 694,644 | -295,392 | -29.8% | -$1,146.12万 | 减仓 |
| RGA | REINSURANCE GROUP OF AMERICA | $2,691.93万 | 0.39% | 131,854 | -8,194 | -5.9% | -$167.29万 | 减仓 |
| SCHF | SCHWAB INTL EQUITY ETF | $2,682.09万 | 0.38% | 1,083,673 | -68,187 | -5.9% | -$168.76万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $2,661.88万 | 0.38% | 821,314 | -238,775 | -22.5% | -$773.87万 | 减仓 |
| NFLX | NETFLIX INC | $2,659.28万 | 0.38% | 276,576 | -14,783 | -5.1% | -$142.14万 | 减仓 |
| CE | CELANESE CORP | $2,629.80万 | 0.38% | 399,849 | 399,849 | — | $2,629.80万 | 新建仓 |
| SSD | SIMPSON MANUFACTURING CO INC COM | $2,590.36万 | 0.37% | 150,936 | -3,589 | -2.3% | -$61.59万 | 减仓 |
| CFR | CULLEN/FROST BANKERS INC | $2,582.68万 | 0.37% | 188,407 | 188,407 | — | $2,582.68万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $2,577.41万 | 0.37% | 92,298 | -5,697 | -5.8% | -$159.09万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $2,570.52万 | 0.37% | 418,515 | -21,442 | -4.9% | -$131.70万 | 减仓 |
| THRM | GENTHERM INC | $2,567.12万 | 0.37% | 924,089 | -69,226 | -7.0% | -$192.31万 | 减仓 |
| GL | GLOBE LIFE INC COM | $2,549.76万 | 0.37% | 183,212 | -1,585 | -0.9% | -$22.06万 | 减仓 |
| QDEL | QUIDEL CORP COM | $2,535.82万 | 0.36% | 1,543,410 | 348,549 | 29.2% | $572.67万 | 加仓 |
| CACI | CACI INTERNATIONAL INC | $2,534.11万 | 0.36% | 46,594 | -5,362 | -10.3% | -$291.62万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $2,502.26万 | 0.36% | 77,539 | -81,496 | -51.2% | -$2,629.96万 | 减仓 |
| GFF | GRIFFON CORP COM | $2,481.72万 | 0.36% | 341,458 | 17,581 | 5.4% | $127.78万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $2,463.45万 | 0.35% | 268,760 | -29,126 | -9.8% | -$266.97万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS | $2,447.59万 | 0.35% | 56,400 | 35,911 | 175.3% | $1,558.43万 | 加仓 |
| FBNC | FIRST BANCORP NC | $2,422.02万 | 0.35% | 429,818 | 274,289 | 176.4% | $1,545.62万 | 加仓 |
| TXNM | TXNM ENERGY INC | $2,415.56万 | 0.35% | 413,199 | -21,847 | -5.0% | -$127.72万 | 减仓 |
| SNEX | STONEX GROUP INC COM | $2,412.14万 | 0.35% | 299,088 | 141,249 | 89.5% | $1,139.17万 | 加仓 |
| RTX | RTX CORPORATION | $2,402.69万 | 0.34% | 124,556 | -1,766 | -1.4% | -$34.07万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,393.21万 | 0.34% | 149,277 | 19,164 | 14.7% | $307.24万 | 加仓 |
| SYNA | SYNAPTICS INC COM | $2,336.55万 | 0.33% | 333,602 | 58,509 | 21.3% | $409.80万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,307.95万 | 0.33% | 250,022 | 291 | 0.1% | $2.69万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR | $2,304.93万 | 0.33% | 414,183 | -52,733 | -11.3% | -$293.46万 | 减仓 |
| SYK | STRYKER CORP | $2,291.32万 | 0.33% | 69,732 | 18,437 | 35.9% | $605.82万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $2,282.22万 | 0.33% | 832,016 | -141,153 | -14.5% | -$387.18万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $2,242.01万 | 0.32% | 212,714 | 83,654 | 64.8% | $881.71万 | 加仓 |
| PLD | PROLOGIS TRUST | $2,239.67万 | 0.32% | 169,441 | -8,778 | -4.9% | -$116.03万 | 减仓 |
| TECH | BIO-TECHNE CORP | $2,239.38万 | 0.32% | 428,507 | -57,502 | -11.8% | -$300.51万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $2,207.92万 | 0.32% | 113,728 | 96,603 | 564.1% | $1,875.45万 | 加仓 |
| NX | QUANEX BUILDING PRODUCTS CORP COM | $2,205.79万 | 0.32% | 1,227,485 | -29,311 | -2.3% | -$52.67万 | 减仓 |