WEDGE CAPITAL MANAGEMENT L L P/NC
CHARLOTTE NC · SEC CIK 0001015308
$60.62亿2026Q2 申报市值
484持仓数
14.7%前十大占比 · 第一大 1.8%
35 / 78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
YOU 新建仓+$8,254.19万
ARW 新建仓+$7,230.82万
CCL 新建仓+$4,149.40万
VSXY 新建仓+$3,729.42万
MUSA 新建仓+$3,618.94万
2026Q2 卖出最多 按季末市值估算
DELL 减仓-$8,830.35万
CDNS 减仓-$7,264.98万
STX 减仓-$6,197.81万
CTSH 清仓-$5,300.77万
PAYX 清仓-$5,195.26万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | Charles Schwab Corp | $26.11万 | 0.00% | 2,830 | -441 | -13.5% | -$4.07万 | 减仓 |
| COP | ConocoPhillips | $26.62万 | 0.00% | 2,561 | -133 | -4.9% | -$1.38万 | 减仓 |
| BKNG | Booking Holdings Inc | $27.48万 | 0.00% | 1,542 | -188,583 | -99.2% | -$3,361.30万 | 减仓 |
| APP | Applovin Corp Cl A | $28.34万 | 0.00% | 550 | -16 | -2.8% | -$8,244 | 减仓 |
| CRM | Salesforce Inc | $28.65万 | 0.00% | 1,829 | -212 | -10.4% | -$3.32万 | 减仓 |
| AXP | American Express Co | $29.50万 | 0.00% | 872 | -163 | -15.7% | -$5.51万 | 减仓 |
| UBER | Uber Technologies Inc | $30.33万 | 0.01% | 4,203 | -259 | -5.8% | -$1.87万 | 减仓 |
| AMGN | Amgen Inc | $30.42万 | 0.01% | 840 | -90 | -9.7% | -$3.26万 | 减仓 |
| TJX | The TJX Cos Inc | $31.44万 | 0.01% | 2,075 | -424 | -17.0% | -$6.42万 | 减仓 |
| PFE | Pfizer Inc | $32.32万 | 0.01% | 13,423 | -1,562 | -10.4% | -$3.76万 | 减仓 |
| DE | Deere & Co | $33.81万 | 0.01% | 533 | -7,671 | -93.5% | -$486.59万 | 减仓 |
| UNP | Union Pacific Corp | $33.84万 | 0.01% | 1,244 | -7,767 | -86.2% | -$211.26万 | 减仓 |
| ADI | Analog Devices Inc | $36.50万 | 0.01% | 919 | -137 | -13.0% | -$5.44万 | 减仓 |
| MS | Morgan Stanley | $37.90万 | 0.01% | 1,813 | -317 | -14.9% | -$6.63万 | 减仓 |
| QCOM | QUALCOMM Inc | $38.18万 | 0.01% | 2,066 | -283 | -12.0% | -$5.23万 | 减仓 |
| CRWD | Crowdstrike Holdings Inc Cl A | $39.61万 | 0.01% | 519 | -41 | -7.3% | -$3.13万 | 减仓 |
| GLW | Corning Inc | $40.51万 | 0.01% | 1,586 | -165 | -9.4% | -$4.21万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $40.56万 | 0.01% | 809 | -11,212 | -93.3% | -$562.12万 | 减仓 |
| PEP | PepsiCo Inc | $45.36万 | 0.01% | 3,350 | 3,350 | — | $45.36万 | 新建仓 |
| WFC | Wells Fargo & Co | $45.91万 | 0.01% | 5,555 | -638 | -10.3% | -$5.27万 | 减仓 |
| RTX | Rtx Corporation Com | $49.84万 | 0.01% | 2,627 | -45 | -1.7% | -$8,538 | 减仓 |
| — | Ramaco Resources Inc Cl B | $51.21万 | 0.01% | 59,896 | -13,034 | -17.9% | -$11.14万 | 减仓 |
| PANW | Palo Alto Networks Inc | $53.47万 | 0.01% | 1,568 | -165 | -9.5% | -$5.63万 | 减仓 |
| IBM | Intl Business Machines Corp | $54.61万 | 0.01% | 1,942 | 18 | 0.9% | $5,062 | 加仓 |
| CVX | Chevron Corp | $54.70万 | 0.01% | 3,300 | -252 | -7.1% | -$4.18万 | 减仓 |
| UNH | UnitedHealth Group Inc | $57.27万 | 0.01% | 1,378 | -13,450 | -90.7% | -$559.02万 | 减仓 |
| OXM | Oxford Industries Inc | $58.84万 | 0.01% | 16,873 | -902 | -5.1% | -$3.15万 | 减仓 |
| HD | The Home Depot Inc | $59.46万 | 0.01% | 1,686 | 1,686 | — | $59.46万 | 新建仓 |
| MRK | Merck & Co Inc | $62.62万 | 0.01% | 4,873 | -596 | -10.9% | -$7.66万 | 减仓 |
| BAC | Bank of America Corp | $64.93万 | 0.01% | 11,395 | -1,286 | -10.1% | -$7.33万 | 减仓 |
| MA | Mastercard Incorporated | $66.46万 | 0.01% | 1,294 | -169 | -11.6% | -$8.68万 | 减仓 |
| PAL | Proficient Auto Logistics Inc | $75.27万 | 0.01% | 110,533 | -6,184 | -5.3% | -$4.21万 | 减仓 |
| TALO | Talos Energy Inc | $76.69万 | 0.01% | 59,406 | 330 | 0.6% | $4,260 | 加仓 |
| HDSN | Hudson Technologies Inc | $78.99万 | 0.01% | 137,618 | -7,118 | -4.9% | -$4.09万 | 减仓 |
| AMD | Advanced Micro Devices Inc | $82.20万 | 0.01% | 1,415 | 1,415 | — | $82.20万 | 新建仓 |
| JPM | JPMorgan Chase & Co | $84.12万 | 0.01% | 2,570 | -243 | -8.6% | -$7.95万 | 减仓 |
| FMNB | Farmers Natl Banc Corp | $85.25万 | 0.01% | 58,391 | -544 | -0.9% | -$7,942 | 减仓 |
| AMR | Alpha Metallurgical Resource I | $87.65万 | 0.01% | 5,314 | -168 | -3.1% | -$2.77万 | 减仓 |
| IBCP | Independent Bank Corp | $87.76万 | 0.01% | 24,331 | -282 | -1.1% | -$1.02万 | 减仓 |
| THFF | First Financial Corp | $88.41万 | 0.01% | 11,417 | -1,597 | -12.3% | -$12.37万 | 减仓 |
| SBSI | Southside Bancshares Inc | $88.53万 | 0.01% | 25,157 | -3,153 | -11.1% | -$11.10万 | 减仓 |
| GSBC | Great Southern Bancorp Inc | $89.89万 | 0.01% | 11,464 | -1,664 | -12.7% | -$13.05万 | 减仓 |
| V | Visa Inc | $90.71万 | 0.01% | 2,644 | -360 | -12.0% | -$12.35万 | 减仓 |
| NBBK | NB Bancorp Inc | $91.32万 | 0.02% | 43,216 | 860 | 2.0% | $1.82万 | 加仓 |
| LLY | Lilly Eli and Co | $91.64万 | 0.02% | 764 | -81 | -9.6% | -$9.72万 | 减仓 |
| HBNC | Horizon Bancorp Inc | $91.82万 | 0.02% | 45,955 | -4,778 | -9.4% | -$9.55万 | 减仓 |
| HBT | Hbt Financial Inc Com | $92.55万 | 0.02% | 28,930 | -752 | -2.5% | -$2.41万 | 减仓 |
| MBWM | Mercantile Bank Corp | $92.78万 | 0.02% | 16,159 | -256 | -1.6% | -$1.47万 | 减仓 |
| CFFN | Capitol Federal Financial Inc | $93.41万 | 0.02% | 109,770 | -17,405 | -13.7% | -$14.81万 | 减仓 |
| QDEL | Quidel Corp | $93.92万 | 0.02% | 53,623 | -2,559 | -4.6% | -$4.48万 | 减仓 |
| WMT | Walmart Inc | $93.98万 | 0.02% | 8,298 | -472 | -5.4% | -$5.35万 | 减仓 |
| — | Exxon Mobil Corp | $97.59万 | 0.02% | 7,138 | -690 | -8.8% | -$9.43万 | 减仓 |
| INTC | Intel Corp | $97.62万 | 0.02% | 6,991 | 6,991 | — | $97.62万 | 新建仓 |
| NVST | Envista Holdings Corp | $99.87万 | 0.02% | 37,901 | -2,350 | -5.8% | -$6.19万 | 减仓 |
| UVSP | Univest Financial Corporation | $100.08万 | 0.02% | 22,875 | -3,797 | -14.2% | -$16.61万 | 减仓 |
| GLRE | Greenlight Capital RE Ltd Clas | $101.85万 | 0.02% | 62,951 | 6,178 | 10.9% | $10.00万 | 加仓 |
| PFBC | Preferred Bank Los Angeles CA | $101.86万 | 0.02% | 9,586 | -367 | -3.7% | -$3.90万 | 减仓 |
| PEBO | Peoples Bancorp Inc | $102.24万 | 0.02% | 26,618 | -2,733 | -9.3% | -$10.50万 | 减仓 |
| ACIC | American Coastal Ins Corp | $103.79万 | 0.02% | 93,505 | 9,729 | 11.6% | $10.80万 | 加仓 |
| RES | RPC Inc | $107.85万 | 0.02% | 184,996 | -232 | -0.1% | -$1,353 | 减仓 |
| ECPG | Encore Cap Group Inc | $108.33万 | 0.02% | 11,612 | 565 | 5.1% | $5.27万 | 加仓 |
| WRLD | World Acceptance Corp | $108.51万 | 0.02% | 4,848 | -722 | -13.0% | -$16.16万 | 减仓 |
| BY | Byline Bancorp Inc | $108.72万 | 0.02% | 28,868 | -631 | -2.1% | -$2.38万 | 减仓 |
| JNJ | Johnson & Johnson | $109.08万 | 0.02% | 4,295 | -124,278 | -96.7% | -$3,156.29万 | 减仓 |
| OIS | Oil States Intl Inc | $110.21万 | 0.02% | 137,594 | 47,068 | 52.0% | $37.70万 | 加仓 |
| NTB | Bank of NT Butterfield & Son L | $112.53万 | 0.02% | 18,912 | -995 | -5.0% | -$5.92万 | 减仓 |
| OFG | OFG Bancorp Com | $112.96万 | 0.02% | 23,020 | -3,385 | -12.8% | -$16.61万 | 减仓 |
| NNI | Nelnet Inc Cl A | $118.14万 | 0.02% | 8,861 | -66 | -0.7% | -$8,800 | 减仓 |
| CASH | Pathward Financial Inc | $119.33万 | 0.02% | 13,707 | 1,113 | 8.8% | $9.69万 | 加仓 |
| DK | Delek US Holdings Inc Com | $119.37万 | 0.02% | 23,493 | 1,005 | 4.5% | $5.11万 | 加仓 |
| FUN | Six Flags Entertainment Corp C | $120.35万 | 0.02% | 56,501 | 23,223 | 69.8% | $49.46万 | 加仓 |
| NWBI | Northwest Bancshares Inc | $122.36万 | 0.02% | 80,713 | -5,769 | -6.7% | -$8.75万 | 减仓 |
| FIBK | First Interstate BancSystem In | $123.03万 | 0.02% | 31,907 | -41,374 | -56.5% | -$159.54万 | 减仓 |
| TRMK | Trustmark Corp | $124.91万 | 0.02% | 27,148 | -352 | -1.3% | -$1.62万 | 减仓 |
| FRME | First Merchants Corp | $125.53万 | 0.02% | 28,732 | -591 | -2.0% | -$2.58万 | 减仓 |
| HOS | Helix Energy Solutions Group I | $129.66万 | 0.02% | 148,350 | 2,248 | 1.5% | $1.96万 | 加仓 |
| WAFD | Washington Fed Inc Com | $131.73万 | 0.02% | 34,332 | 34,332 | — | $131.73万 | 新建仓 |
| LXU | LSB Industries Inc | $132.35万 | 0.02% | 122,432 | 19,656 | 19.1% | $21.25万 | 加仓 |
| PLGO | Pelagos Ins Cap Ltd Com | $132.59万 | 0.02% | 54,452 | -12,246 | -18.4% | -$29.82万 | 减仓 |
| MCFT | Mastercraft Boat Hldgs Inc | $133.04万 | 0.02% | 51,526 | -2,781 | -5.1% | -$7.18万 | 减仓 |
| FHI | Federated Hermes Inc Cl B | $133.67万 | 0.02% | 24,207 | 1,910 | 8.6% | $10.55万 | 加仓 |
| ENOV | Enovis Corp | $133.99万 | 0.02% | 64,731 | -2,360 | -3.5% | -$4.89万 | 减仓 |
| TSLA | Tesla Inc | $134.13万 | 0.02% | 3,189 | -362 | -10.2% | -$15.23万 | 减仓 |
| XPRO | Expro Group Holdings NV Com | $141.86万 | 0.02% | 96,046 | 96,046 | — | $141.86万 | 新建仓 |
| VCTR | Victory Cap Holdings Inc Cl A | $143.20万 | 0.02% | 17,036 | -1,646 | -8.8% | -$13.84万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc | $143.86万 | 0.02% | 2,875 | -10,406 | -78.4% | -$520.71万 | 减仓 |
| IIIN | Insteel Industries Inc | $145.35万 | 0.02% | 48,130 | 48,130 | — | $145.35万 | 新建仓 |
| TARS | Tarsus Pharmaceuticals Inc | $149.77万 | 0.02% | 23,796 | 4,092 | 20.8% | $25.76万 | 加仓 |
| DFIN | Donnelley Financial Solutions | $151.65万 | 0.03% | 36,151 | 9,992 | 38.2% | $41.92万 | 加仓 |
| SLVM | Sylvamo Corp Common Stock | $152.54万 | 0.03% | 40,355 | 2,335 | 6.1% | $8.83万 | 加仓 |
| FFBC | First Financial Bancorp OH Com | $152.57万 | 0.03% | 45,100 | -752 | -1.6% | -$2.54万 | 减仓 |
| HELE | Helen of Troy Corp Ltd | $153.16万 | 0.03% | 52,687 | 52,687 | — | $153.16万 | 新建仓 |
| APEI | American Public Education Inc | $153.99万 | 0.03% | 28,676 | 3,772 | 15.1% | $20.26万 | 加仓 |
| OCFC | OceanFirst Financial Corp | $155.40万 | 0.03% | 79,571 | -48,880 | -38.1% | -$95.46万 | 减仓 |
| HG | Hamilton Insurance Group Ltd C | $155.93万 | 0.03% | 45,943 | -5,331 | -10.4% | -$18.09万 | 减仓 |
| BFH | Bread Financial Holdings Inc C | $157.57万 | 0.03% | 14,543 | -5,077 | -25.9% | -$55.01万 | 减仓 |
| FG | F&G Annuities & Life Inc | $158.12万 | 0.03% | 59,466 | -9,479 | -13.7% | -$25.20万 | 减仓 |
| HOMB | Home Bancshares Inc | $160.03万 | 0.03% | 56,054 | -2,900 | -4.9% | -$8.28万 | 减仓 |
| ANIP | ANI Pharmaceuticals Inc | $160.32万 | 0.03% | 19,367 | -923 | -4.5% | -$7.64万 | 减仓 |
| FBP | First Bancorp PR | $160.73万 | 0.03% | 61,654 | -7,010 | -10.2% | -$18.28万 | 减仓 |