PALISADE CAPITAL MANAGEMENT, LP
FORT LEE NJ · SEC CIK 0001009006
$22.96亿2026Q2 申报市值
294持仓数
20.9%前十大占比 · 第一大 3.4%
18 / 33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
MTD 新建仓+$1,356.72万
CTAS 新建仓+$1,219.46万
DPZ 加仓+$1,059.99万
UMBF 新建仓+$679.74万
HCA 新建仓+$646.52万
2026Q2 卖出最多 按季末市值估算
SMTC 减仓-$5,875.12万
IGSB 清仓-$5,296.38万
LFUS 减仓-$4,557.72万
ONTO 减仓-$3,986.21万
MLI 减仓-$3,688.51万
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 |
|---|---|---|---|---|---|---|---|---|
| NGVT | INGEVITY CORP | $1,751.13万 | 0.76% | 234,516 | -258,075 | -52.4% | -$1,927.05万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1,751.43万 | 0.76% | 26,262 | -11,874 | -31.1% | -$791.88万 | 减仓 |
| FNV | FRANCO NEV CORP | $1,754.79万 | 0.76% | 84,187 | -40,065 | -32.2% | -$835.11万 | 减仓 |
| ABBV | ABBVIE INC | $1,784.26万 | 0.78% | 70,905 | -260 | -0.4% | -$6.54万 | 减仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $1,784.49万 | 0.78% | 726,583 | -795,880 | -52.3% | -$1,954.68万 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $1,799.00万 | 0.78% | 370,851 | -409,989 | -52.5% | -$1,988.86万 | 减仓 |
| SMTC | SEMTECH CORP | $1,909.38万 | 0.83% | 117,972 | -362,998 | -75.5% | -$5,875.12万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $1,987.39万 | 0.87% | 52,514 | -105,330 | -66.7% | -$3,986.21万 | 减仓 |
| WSFS | WSFS FINL CORP | $2,145.56万 | 0.93% | 279,625 | -307,628 | -52.4% | -$2,360.43万 | 减仓 |
| AMZN | AMAZON COM INC | $2,432.14万 | 1.06% | 102,045 | 5,511 | 5.7% | $131.35万 | 加仓 |
| DHR | DANAHER CORP DEL | $2,478.95万 | 1.08% | 130,142 | -22,851 | -14.9% | -$435.27万 | 减仓 |
| GOOGL | ALPHABET INC | $2,616.16万 | 1.14% | 73,206 | -160 | -0.2% | -$5.72万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $2,682.27万 | 1.17% | 176,430 | -149,968 | -45.9% | -$2,279.97万 | 减仓 |
| IDA | IDACORP INC | $2,711.80万 | 1.18% | 179,233 | -196,921 | -52.4% | -$2,979.42万 | 减仓 |
| V | VISA INC | $2,918.00万 | 1.27% | 85,051 | 1,751 | 2.1% | $60.07万 | 加仓 |
| AVGO | BROADCOM INC | $3,029.99万 | 1.32% | 80,211 | 2,273 | 2.9% | $85.86万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $3,089.58万 | 1.35% | 91,367 | -93,707 | -50.6% | -$3,168.71万 | 减仓 |
| AME | AMETEK INC | $3,097.80万 | 1.35% | 128,040 | 1,737 | 1.4% | $42.02万 | 加仓 |
| LFUS | LITTELFUSE INC | $3,158.13万 | 1.38% | 69,359 | -100,097 | -59.1% | -$4,557.72万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,553.43万 | 1.55% | 108,558 | -9,743 | -8.2% | -$318.92万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,637.14万 | 1.58% | 97,505 | 4,785 | 5.2% | $178.49万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,474.23万 | 1.95% | 77,021 | -8,812 | -10.3% | -$511.90万 | 减仓 |
| HEI/A | HEICO CORP NEW | $4,567.98万 | 1.99% | 177,115 | 657 | 0.4% | $16.94万 | 加仓 |
| GOOG | ALPHABET INC | $4,730.70万 | 2.06% | 133,889 | -806 | -0.6% | -$28.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,642.91万 | 2.46% | 282,019 | 28,724 | 11.3% | $574.74万 | 加仓 |
| AAPL | APPLE INC | $7,362.30万 | 3.21% | 254,434 | 9,143 | 3.7% | $264.56万 | 加仓 |
| APH | AMPHENOL CORP | $7,753.52万 | 3.38% | 439,741 | -5,182 | -1.2% | -$91.37万 | 减仓 |