WEDGE CAPITAL MANAGEMENT L L P/NC
CHARLOTTE NC · SEC CIK 0001015308
$54.19亿2026Q1 申报市值
527持仓数
11.3%前十大占比 · 第一大 1.2%
49 / 36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
LMT 加仓+$5,767.27万
AMAT 加仓+$5,749.90万
CPAY 新建仓+$5,305.94万
TXN 加仓+$4,923.14万
TSN 加仓+$3,064.30万
2026Q1 卖出最多 按季末市值估算
ZM 清仓-$6,129.21万
IDCC 清仓-$5,710.59万
META 减仓-$5,261.94万
INTU 减仓-$3,909.62万
WYNN 清仓-$3,467.28万
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 |
|---|---|---|---|---|---|---|---|---|
| ZM | Zoom Video Communications Inc | $0 | 0.00% | 0 | -710,304 | -100.0% | -$6,129.21万 | 清仓 |
| IDCC | InterDigital Inc | $0 | 0.00% | 0 | -179,364 | -100.0% | -$5,710.59万 | 清仓 |
| WYNN | Wynn Resorts Ltd | $0 | 0.00% | 0 | -288,148 | -100.0% | -$3,467.28万 | 清仓 |
| SLM | SLM Corp | $0 | 0.00% | 0 | -1,129,053 | -100.0% | -$3,055.22万 | 清仓 |
| PPL | PPL Corp | $0 | 0.00% | 0 | -457,067 | -100.0% | -$1,600.65万 | 清仓 |
| — | Civitas Resources Inc New | $0 | 0.00% | 0 | -357,250 | -100.0% | -$967.79万 | 清仓 |
| DG | Dollar General Corp | $0 | 0.00% | 0 | -69,480 | -100.0% | -$922.49万 | 清仓 |
| PHM | PulteGroup Inc | $0 | 0.00% | 0 | -58,854 | -100.0% | -$690.12万 | 清仓 |
| SYY | Sysco Corp | $0 | 0.00% | 0 | -92,541 | -100.0% | -$681.93万 | 清仓 |
| — | Amcor PLC | $0 | 0.00% | 0 | -142,270 | -100.0% | -$593.27万 | 清仓 |
| — | Thermon Group Holdings Inc | $0 | 0.00% | 0 | -142,253 | -100.0% | -$528.61万 | 清仓 |
| — | Cadence Bank Com | $0 | 0.00% | 0 | -103,866 | -100.0% | -$444.96万 | 清仓 |
| AVT | Avnet Inc | $0 | 0.00% | 0 | -87,259 | -100.0% | -$419.54万 | 清仓 |
| WLK | Westlake Corporation | $0 | 0.00% | 0 | -42,841 | -100.0% | -$316.77万 | 清仓 |
| — | National Storage Affiliates Tr | $0 | 0.00% | 0 | -104,480 | -100.0% | -$294.74万 | 清仓 |
| UCTT | Ultra Clean Holdings Inc | $0 | 0.00% | 0 | -111,441 | -100.0% | -$282.28万 | 清仓 |
| — | Select Med Holdings Corp | $0 | 0.00% | 0 | -186,250 | -100.0% | -$276.58万 | 清仓 |
| PLUS | ePlus Inc | $0 | 0.00% | 0 | -27,744 | -100.0% | -$243.31万 | 清仓 |
| ATEN | A10 Networks Inc | $0 | 0.00% | 0 | -120,897 | -100.0% | -$213.87万 | 清仓 |
| IIPR | Innovative Industrial Properti | $0 | 0.00% | 0 | -43,022 | -100.0% | -$203.75万 | 清仓 |
| — | Amicus Therapeutics Inc | $0 | 0.00% | 0 | -129,224 | -100.0% | -$184.01万 | 清仓 |
| CXW | Corecivic Inc | $0 | 0.00% | 0 | -87,257 | -100.0% | -$166.75万 | 清仓 |
| UTI | Universal Technical Inst Inc | $0 | 0.00% | 0 | -63,327 | -100.0% | -$165.47万 | 清仓 |
| — | Pinnacle Financial Partners In | $0 | 0.00% | 0 | -16,266 | -100.0% | -$155.19万 | 清仓 |
| OII | Oceaneering Intl Inc | $0 | 0.00% | 0 | -60,742 | -100.0% | -$145.96万 | 清仓 |
| — | Tri Pointe Group Inc | $0 | 0.00% | 0 | -40,700 | -100.0% | -$128.08万 | 清仓 |
| RARE | Ultragenyx Pharmaceutical Inc | $0 | 0.00% | 0 | -42,302 | -100.0% | -$97.29万 | 清仓 |
| USFD | US Foods Holding Corp | $0 | 0.00% | 0 | -12,360 | -100.0% | -$93.10万 | 清仓 |
| IART | Integra Lifesciences Hldgs Cp | $0 | 0.00% | 0 | -62,675 | -100.0% | -$77.84万 | 清仓 |
| ABT | Abbott Laboratories | $0 | 0.00% | 0 | -3,498 | -100.0% | -$43.83万 | 清仓 |
| — | Atkore Intl Group Inc | $0 | 0.00% | 0 | -5,640 | -100.0% | -$35.67万 | 清仓 |
| EQT | EQT Corp | $0 | 0.00% | 0 | -6,286 | -100.0% | -$33.69万 | 清仓 |
| GEV | GE Vernova Inc | $0 | 0.00% | 0 | -492 | -100.0% | -$32.16万 | 清仓 |
| — | AvalonBay Communities Inc | $0 | 0.00% | 0 | -1,709 | -100.0% | -$30.99万 | 清仓 |
| EXR | Extra Space Storage Inc | $0 | 0.00% | 0 | -2,321 | -100.0% | -$30.22万 | 清仓 |
| CMCSA | Comcast Corp | $0 | 0.00% | 0 | -7,597 | -100.0% | -$22.71万 | 清仓 |
| COTY | Coty Inc Cl A | $3.64万 | 0.00% | 18,096 | 18,096 | — | $3.64万 | 新建仓 |
| RCL | Royal Caribbean Group | $20.06万 | 0.00% | 729 | -104,878 | -99.3% | -$2,886.03万 | 重新持有 |
| LHX | L3harris Technologies Inc | $20.23万 | 0.00% | 586 | -1,064 | -64.5% | -$36.72万 | 重新持有 |
| MAR | Marriott Intl Inc | $20.57万 | 0.00% | 629 | 629 | — | $20.57万 | 新建仓 |
| CME | CME Group Inc Cl A | $20.79万 | 0.00% | 704 | 704 | — | $20.79万 | 新建仓 |
| ADP | Automatic Data Processing Inc | $21.50万 | 0.00% | 1,058 | 224 | 26.9% | $4.55万 | 加仓 |
| GD | General Dynamics Corp | $21.55万 | 0.00% | 628 | 628 | — | $21.55万 | 新建仓 |
| CRWD | Crowdstrike Holdings Inc Cl A | $21.86万 | 0.00% | 560 | 560 | — | $21.86万 | 新建仓 |
| SNDK | Sandisk Corp | $22.05万 | 0.00% | 347 | 347 | — | $22.05万 | 新建仓 |
| COST | Costco Wholesale Corp | $22.42万 | 0.00% | 225 | 225 | — | $22.42万 | 新建仓 |
| APP | Applovin Corp Cl A | $22.53万 | 0.00% | 566 | 75 | 15.3% | $2.98万 | 加仓 |
| WDC | Western Digital Corp | $22.53万 | 0.00% | 833 | 833 | — | $22.53万 | 新建仓 |
| PLD | Prologis Inc | $22.54万 | 0.00% | 1,705 | 1,705 | — | $22.54万 | 新建仓 |
| — | Warner Brothers Discovery Inc | $22.54万 | 0.00% | 8,209 | 8,209 | — | $22.54万 | 新建仓 |
| NOC | Northrop Grumman Corp | $22.72万 | 0.00% | 333 | 333 | — | $22.72万 | 新建仓 |
| ADBE | Adobe Inc | $22.92万 | 0.00% | 943 | 57 | 6.4% | $1.39万 | 加仓 |
| TT | Trane Technologies Plc | $23.34万 | 0.00% | 560 | 80 | 16.7% | $3.33万 | 重新持有 |
| GLW | Corning Inc | $23.81万 | 0.00% | 1,751 | 1,751 | — | $23.81万 | 新建仓 |
| NOW | ServiceNow Inc | $24.91万 | 0.00% | 2,383 | 2,383 | — | $24.91万 | 新建仓 |
| SPGI | S&P Global Inc | $24.97万 | 0.00% | 587 | 77 | 15.1% | $3.28万 | 加仓 |
| LAMR | Lamar Advertising Co | $25.10万 | 0.00% | 1,982 | -1,778 | -47.3% | -$22.52万 | 减仓 |
| CB | Chubb Limited | $25.29万 | 0.00% | 776 | 76 | 10.9% | $2.48万 | 加仓 |
| DUK | Duke Energy Corp | $25.64万 | 0.00% | 1,958 | 161 | 9.0% | $2.11万 | 加仓 |
| GDDY | GoDaddy Inc | $26.15万 | 0.00% | 3,163 | -2,221 | -41.3% | -$18.36万 | 减仓 |
| INTU | Intuit Inc | $26.68万 | 0.00% | 617 | -90,421 | -99.3% | -$3,909.62万 | 减仓 |
| BLK | BlackRock Inc | $27.41万 | 0.01% | 285 | 35 | 14.0% | $3.37万 | 加仓 |
| PANW | Palo Alto Networks Inc | $27.78万 | 0.01% | 1,733 | 366 | 26.8% | $5.87万 | 加仓 |
| GILD | Gilead Sciences Inc | $29.83万 | 0.01% | 2,140 | -215,571 | -99.0% | -$3,004.42万 | 减仓 |
| QCOM | QUALCOMM Inc | $30.25万 | 0.01% | 2,349 | 188 | 8.7% | $2.42万 | 加仓 |
| SCHW | Charles Schwab Corp | $30.74万 | 0.01% | 3,271 | 458 | 16.3% | $4.30万 | 加仓 |
| EHC | Encompass Health Corp | $30.82万 | 0.01% | 3,186 | -2,899 | -47.6% | -$28.04万 | 减仓 |
| AXP | American Express Co | $31.31万 | 0.01% | 1,035 | 144 | 16.2% | $4.36万 | 加仓 |
| MDT | Medtronic plc | $31.39万 | 0.01% | 3,623 | 704 | 24.1% | $6.10万 | 加仓 |
| — | Honeywell Intl Inc | $31.40万 | 0.01% | 1,389 | 135 | 10.8% | $3.05万 | 加仓 |
| UBER | Uber Technologies Inc | $32.10万 | 0.01% | 4,462 | -382,761 | -98.8% | -$2,753.20万 | 减仓 |
| AMGN | Amgen Inc | $32.72万 | 0.01% | 930 | 125 | 15.5% | $4.40万 | 加仓 |
| AIZ | Assurant Inc | $33.13万 | 0.01% | 1,521 | -1,282 | -45.7% | -$27.92万 | 减仓 |
| ADI | Analog Devices Inc | $33.60万 | 0.01% | 1,056 | 62 | 6.2% | $1.97万 | 加仓 |
| T | AT&T Inc | $34.28万 | 0.01% | 11,824 | 1,362 | 13.0% | $3.95万 | 加仓 |
| MS | Morgan Stanley | $35.05万 | 0.01% | 2,130 | 260 | 13.9% | $4.28万 | 加仓 |
| COP | ConocoPhillips | $35.56万 | 0.01% | 2,694 | 124 | 4.8% | $1.64万 | 加仓 |
| LNT | Alliant Energy Corp | $36.52万 | 0.01% | 5,089 | -4,414 | -46.4% | -$31.67万 | 减仓 |
| G | Genpact Limited | $37.17万 | 0.01% | 9,978 | -5,750 | -36.6% | -$21.42万 | 减仓 |
| CMS | CMS Energy Corp | $37.65万 | 0.01% | 4,853 | -3,779 | -43.8% | -$29.32万 | 减仓 |
| CRM | Salesforce Inc | $38.10万 | 0.01% | 2,041 | 263 | 14.8% | $4.91万 | 加仓 |
| TDY | Teledyne Technologies Inc | $39.27万 | 0.01% | 649 | -967 | -59.8% | -$58.50万 | 减仓 |
| TJX | The TJX Cos Inc | $39.91万 | 0.01% | 2,499 | 276 | 12.4% | $4.41万 | 加仓 |
| PFE | Pfizer Inc | $42.08万 | 0.01% | 14,985 | -1,126,178 | -98.7% | -$3,162.31万 | 减仓 |
| METC | Ramaco Resources Inc Cl A | $45.70万 | 0.01% | 29,558 | -1,334 | -4.3% | -$2.06万 | 减仓 |
| IBM | Intl Business Machines Corp | $46.64万 | 0.01% | 1,924 | 224 | 13.2% | $5.43万 | 加仓 |
| WFC | Wells Fargo & Co | $49.30万 | 0.01% | 6,193 | 713 | 13.0% | $5.68万 | 加仓 |
| — | Gambling Com Group Limited Ord | $50.18万 | 0.01% | 129,325 | -7,219 | -5.3% | -$2.80万 | 减仓 |
| RTX | Rtx Corporation Com | $51.54万 | 0.01% | 2,672 | 337 | 14.4% | $6.50万 | 加仓 |
| BLMN | Bloomin' Brands Inc | $53.03万 | 0.01% | 98,197 | -6,454 | -6.2% | -$3.49万 | 减仓 |
| SBAC | SBA Communications Corp | $58.79万 | 0.01% | 3,416 | -2,799 | -45.0% | -$48.17万 | 减仓 |
| FUN | Six Flags Entertainment Corp C | $59.07万 | 0.01% | 33,278 | -2,176 | -6.1% | -$3.86万 | 减仓 |
| BRO | Brown & Brown Inc | $61.36万 | 0.01% | 9,409 | -5,423 | -36.6% | -$35.36万 | 减仓 |
| BAC | Bank of America Corp | $61.82万 | 0.01% | 12,681 | 1,461 | 13.0% | $7.12万 | 加仓 |
| PLTR | Palantir Technologies Inc Cl A | $63.08万 | 0.01% | 4,312 | 498 | 13.1% | $7.28万 | 加仓 |
| CAT | Caterpillar Inc | $64.12万 | 0.01% | 905 | 115 | 14.6% | $8.15万 | 加仓 |
| MRK | Merck & Co Inc | $65.79万 | 0.01% | 5,469 | 497 | 10.0% | $5.98万 | 加仓 |
| — | Navient Corporation | $66.10万 | 0.01% | 80,805 | 18,147 | 29.0% | $14.84万 | 加仓 |
| OXM | Oxford Industries Inc | $68.45万 | 0.01% | 17,775 | -1,004 | -5.3% | -$3.87万 | 减仓 |
| MU | Micron Technology Inc | $71.72万 | 0.01% | 2,123 | 57 | 2.8% | $1.93万 | 加仓 |