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 |
|---|---|---|---|---|---|---|---|---|
| CLW | Clearwater Paper Corp | $184.28万 | 0.03% | 128,150 | -6,413 | -4.8% | -$9.22万 | 减仓 |
| SAM | Boston Beer Inc | $184.97万 | 0.03% | 8,028 | -1,597 | -16.6% | -$36.79万 | 减仓 |
| RAL | Ralliant Corp | $185.52万 | 0.03% | 44,606 | 17,973 | 67.5% | $74.75万 | 加仓 |
| DIOD | Diodes Inc | $185.56万 | 0.03% | 27,184 | -7,164 | -20.9% | -$48.90万 | 减仓 |
| WM | Waste Management Inc | $186.11万 | 0.03% | 8,099 | -4,707 | -36.8% | -$108.16万 | 减仓 |
| NWN | Northwest Nat Holding Co | $187.85万 | 0.03% | 35,297 | -7,415 | -17.4% | -$39.46万 | 减仓 |
| CNNE | Cannae Holdings Inc | $188.19万 | 0.03% | 165,511 | 45,176 | 37.5% | $51.37万 | 加仓 |
| IPGP | Ipg Photonics Corp | $188.57万 | 0.03% | 16,456 | -21,620 | -56.8% | -$247.74万 | 减仓 |
| IRWD | Ironwood Pharmaceuticals Inc C | $189.71万 | 0.04% | 540,492 | 540,492 | — | $189.71万 | 新建仓 |
| EWBC | East West Bancorp Inc | $194.14万 | 0.04% | 18,185 | -9,853 | -35.1% | -$105.19万 | 减仓 |
| CALM | Cal-Maine Foods Inc | $195.07万 | 0.04% | 24,645 | 4,722 | 23.7% | $37.37万 | 加仓 |
| DORM | Dorman Products Inc | $195.82万 | 0.04% | 18,764 | 18,764 | — | $195.82万 | 新建仓 |
| AVGO | Broadcom Inc | $197.10万 | 0.04% | 6,368 | 574 | 9.9% | $17.77万 | 加仓 |
| DEO | Diageo PLC Sp ADR | $199.76万 | 0.04% | 26,832 | -9,721 | -26.6% | -$72.37万 | 减仓 |
| YETI | Yeti Holdings Inc | $200.14万 | 0.04% | 54,697 | 7,652 | 16.3% | $28.00万 | 加仓 |
| MGEE | MGE Energy Inc | $200.20万 | 0.04% | 25,903 | 25,903 | — | $200.20万 | 新建仓 |
| BCC | Boise Cascade Co | $200.90万 | 0.04% | 26,487 | -136,653 | -83.8% | -$1,036.51万 | 减仓 |
| CWT | California Wtr Svc Group | $202.06万 | 0.04% | 44,565 | 44,565 | — | $202.06万 | 新建仓 |
| MTH | Meritage Homes Corp | $202.30万 | 0.04% | 32,713 | -1,819 | -5.3% | -$11.25万 | 减仓 |
| EBF | Ennis Inc | $202.74万 | 0.04% | 94,652 | -13,140 | -12.2% | -$28.15万 | 减仓 |
| LYTS | Lsi Industries Inc | $203.37万 | 0.04% | 109,336 | 63 | 0.1% | $1,172 | 加仓 |
| QTWO | Q2 Holdings Inc | $203.61万 | 0.04% | 43,046 | 43,046 | — | $203.61万 | 新建仓 |
| BDC | Belden Inc | $205.55万 | 0.04% | 17,900 | -1,153 | -6.1% | -$13.24万 | 减仓 |
| DINO | HF Sinclair Corporation Com | $206.11万 | 0.04% | 33,035 | -1,548 | -4.5% | -$9.66万 | 减仓 |
| NTST | Netstreit Corp | $206.44万 | 0.04% | 109,633 | -7,191 | -6.2% | -$13.54万 | 减仓 |
| MTUS | Metallus Inc | $207.22万 | 0.04% | 126,819 | 17,151 | 15.6% | $28.02万 | 加仓 |
| LIND | Lindblad Expeditions Holdings | $211.83万 | 0.04% | 122,446 | 2,115 | 1.8% | $3.66万 | 加仓 |
| AMG | Affiliated Managers Group | $213.11万 | 0.04% | 7,702 | 616 | 8.7% | $17.04万 | 加仓 |
| RYTM | Rhythm Pharmaceuticals Inc | $213.38万 | 0.04% | 24,535 | 5,288 | 27.5% | $45.99万 | 加仓 |
| ETD | Ethan Allen Interiors Inc | $213.64万 | 0.04% | 95,977 | 19,758 | 25.9% | $43.98万 | 加仓 |
| TNC | Tennant Co | $214.54万 | 0.04% | 32,310 | 4,835 | 17.6% | $32.10万 | 加仓 |
| TCBI | Texas Capital Bancshares Inc | $215.51万 | 0.04% | 22,714 | 22,714 | — | $215.51万 | 新建仓 |
| PLOW | Douglas Dynamics Inc | $216.33万 | 0.04% | 51,396 | -16,753 | -24.6% | -$70.51万 | 减仓 |
| UNP | Union Pacific Corp | $218.62万 | 0.04% | 9,011 | -4,242 | -32.0% | -$102.92万 | 减仓 |
| EOG | EOG Resources Inc | $219.73万 | 0.04% | 15,199 | -110,134 | -87.9% | -$1,592.21万 | 减仓 |
| BVS | Bioventus Inc Cl A | $220.79万 | 0.04% | 241,826 | 241,826 | — | $220.79万 | 新建仓 |
| ANDE | Andersons Inc | $220.97万 | 0.04% | 30,784 | -23,771 | -43.6% | -$170.63万 | 减仓 |
| CBSH | Commerce Bancshares Inc | $222.48万 | 0.04% | 45,220 | 593 | 1.3% | $2.92万 | 加仓 |
| CNR | Core Natural Resources Inc | $222.66万 | 0.04% | 21,260 | -5,636 | -21.0% | -$59.03万 | 减仓 |
| TMP | Tompkins Financial Corporation | $223.39万 | 0.04% | 28,334 | 28,334 | — | $223.39万 | 新建仓 |
| ICUI | Icu Medical Inc | $223.78万 | 0.04% | 17,327 | 17,327 | — | $223.78万 | 新建仓 |
| ESNT | Essent Group Ltd | $224.18万 | 0.04% | 38,361 | 429 | 1.1% | $2.51万 | 加仓 |
| PBI | Pitney Bowes Inc | $224.68万 | 0.04% | 203,332 | -47,510 | -18.9% | -$52.50万 | 减仓 |
| MGNI | Magnite Inc | $225.44万 | 0.04% | 189,767 | -136 | -0.1% | -$1,616 | 减仓 |
| SMG | Scotts Miracle-Gro Co Cl A | $225.66万 | 0.04% | 37,109 | 1,311 | 3.7% | $7.97万 | 加仓 |
| FMBH | First Mid Bancshares Inc | $226.67万 | 0.04% | 55,030 | 55,030 | — | $226.67万 | 新建仓 |
| HRI | Herc Holdings Inc | $228.04万 | 0.04% | 22,907 | 8,767 | 62.0% | $87.28万 | 加仓 |
| HIW | Highwoods Properties Inc | $228.83万 | 0.04% | 106,879 | 35,877 | 50.5% | $76.81万 | 加仓 |
| CUBI | Customers Bancorp Inc | $229.29万 | 0.04% | 33,034 | -1,730 | -5.0% | -$12.01万 | 减仓 |
| CBRL | Cracker Barrel Old Country Sto | $229.72万 | 0.04% | 81,722 | 12,208 | 17.6% | $34.32万 | 加仓 |
| KE | Kimball Electronics Inc | $230.36万 | 0.04% | 97,239 | 5,036 | 5.5% | $11.93万 | 加仓 |
| OCFC | OceanFirst Financial Corp | $231.73万 | 0.04% | 128,451 | -6,824 | -5.0% | -$12.31万 | 减仓 |
| ACIW | ACI Worldwide Inc | $232.50万 | 0.04% | 56,693 | 30,409 | 115.7% | $124.71万 | 加仓 |
| AZZ | AZZ Inc | $232.78万 | 0.04% | 18,603 | -1,179 | -6.0% | -$14.75万 | 减仓 |
| CBOE | Cboe Global Markets Inc | $233.43万 | 0.04% | 8,305 | -1,752 | -17.4% | -$49.24万 | 减仓 |
| SF | Stifel Financial Corp | $233.64万 | 0.04% | 31,607 | 1,319 | 4.4% | $9.75万 | 加仓 |
| GBX | Greenbrier Cos Inc | $235.85万 | 0.04% | 44,795 | 44,795 | — | $235.85万 | 新建仓 |
| COLL | Collegium Pharmaceutical Inc | $235.96万 | 0.04% | 71,353 | 13,092 | 22.5% | $43.30万 | 加仓 |
| NTCT | NetScout Systems Inc | $236.02万 | 0.04% | 74,243 | -12,116 | -14.0% | -$38.52万 | 减仓 |
| GIII | G III Apparel Group Ltd | $238.24万 | 0.04% | 86,007 | 16,055 | 23.0% | $44.47万 | 加仓 |
| SANM | Sanmina Corporation Com | $240.09万 | 0.04% | 18,520 | -1,037 | -5.3% | -$13.44万 | 减仓 |
| UMH | Umh Properties Inc | $241.57万 | 0.04% | 167,410 | 13,074 | 8.5% | $18.87万 | 加仓 |
| ZD | Ziff Davis Inc Com | $243.62万 | 0.04% | 58,059 | -9,548 | -14.1% | -$40.06万 | 减仓 |
| DXC | DXC Technology Co | $243.76万 | 0.04% | 193,922 | 3,119 | 1.6% | $3.92万 | 加仓 |
| MTG | MGIC Inv Corp WI | $244.06万 | 0.05% | 92,976 | 2,489 | 2.8% | $6.53万 | 加仓 |
| EYE | National Vision Holdings Inc | $244.58万 | 0.05% | 94,432 | 18,727 | 24.7% | $48.50万 | 加仓 |
| FIBK | First Interstate BancSystem In | $244.76万 | 0.05% | 73,281 | -3,948 | -5.1% | -$13.19万 | 减仓 |
| — | CSG Systems Intl Inc | $246.39万 | 0.05% | 30,822 | -865 | -2.7% | -$6.91万 | 减仓 |
| PENG | Penguin Solutions Inc | $247.95万 | 0.05% | 140,878 | 140,878 | — | $247.95万 | 新建仓 |
| HRMY | Harmony Biosciences Holdings I | $249.29万 | 0.05% | 88,999 | 102 | 0.1% | $2,857 | 加仓 |
| AOSL | Alpha & Omega Semiconductor Lt | $249.42万 | 0.05% | 112,554 | 112,554 | — | $249.42万 | 新建仓 |
| TDC | Teradata Corp | $249.71万 | 0.05% | 97,430 | 2,786 | 2.9% | $7.14万 | 加仓 |
| EEFT | Euronet Worldwide Inc | $250.27万 | 0.05% | 37,709 | -4,790 | -11.3% | -$31.79万 | 减仓 |
| NTRS | Northern Trust Corp | $251.69万 | 0.05% | 18,033 | -1,468 | -7.5% | -$20.49万 | 减仓 |
| JBI | Janus International Group Inc | $252.79万 | 0.05% | 490,848 | 81,566 | 19.9% | $42.01万 | 加仓 |
| DLX | Deluxe Corp | $256.30万 | 0.05% | 93,063 | -1,800 | -1.9% | -$4.96万 | 减仓 |
| ADEA | Adeia Inc | $257.24万 | 0.05% | 107,051 | -66,654 | -38.4% | -$160.17万 | 减仓 |
| AQN | Algonquin Power Utilities Corp | $257.75万 | 0.05% | 419,781 | -53,199 | -11.2% | -$32.66万 | 减仓 |
| GABC | German American Bancorp Inc | $258.48万 | 0.05% | 61,852 | -3,488 | -5.3% | -$14.58万 | 减仓 |
| SCSC | ScanSource Inc | $258.54万 | 0.05% | 71,222 | 71,222 | — | $258.54万 | 新建仓 |
| OLN | Olin Corp | $260.87万 | 0.05% | 87,747 | 111 | 0.1% | $3,300 | 加仓 |
| WTFC | Wintrust Financial Corp | $261.21万 | 0.05% | 18,800 | 75 | 0.4% | $1.04万 | 加仓 |
| VAC | Marriott Vacations Worldwide C | $261.31万 | 0.05% | 40,127 | -6,559 | -14.0% | -$42.71万 | 减仓 |
| CMPR | Cimpress PLC Euro | $262.84万 | 0.05% | 36,006 | 6,453 | 21.8% | $47.11万 | 加仓 |
| SPB | Spectrum Brands Holdings Inc | $270.10万 | 0.05% | 36,649 | 36,649 | — | $270.10万 | 新建仓 |
| MGY | Magnolia Oil & Gas Corp Cl A | $271.27万 | 0.05% | 85,925 | 16,770 | 24.2% | $52.94万 | 加仓 |
| CDP | Corporate Office Properties Tr | $272.92万 | 0.05% | 89,190 | -5,292 | -5.6% | -$16.19万 | 减仓 |
| SFBS | Servisfirst Bancshares Inc | $273.23万 | 0.05% | 37,516 | -2,029 | -5.1% | -$14.78万 | 减仓 |
| MD | Pediatrix Medical Group Inc | $279.91万 | 0.05% | 130,860 | 6,810 | 5.5% | $14.57万 | 加仓 |
| HWC | Hancock Whitney Corp | $280.09万 | 0.05% | 44,046 | 7,588 | 20.8% | $48.25万 | 加仓 |
| UNFI | United Natural Foods Inc | $280.45万 | 0.05% | 62,239 | 3,422 | 5.8% | $15.42万 | 加仓 |
| BHE | Benchmark Electronics Inc | $280.75万 | 0.05% | 50,081 | -16,945 | -25.3% | -$94.99万 | 减仓 |
| AHCO | Adapthealth Corp Common Stock | $281.66万 | 0.05% | 236,689 | 236,689 | — | $281.66万 | 新建仓 |
| NX | Quanex Building Products Corp | $282.64万 | 0.05% | 157,282 | -28,525 | -15.4% | -$51.26万 | 减仓 |
| BPOP | Popular Inc | $284.23万 | 0.05% | 21,184 | -26 | -0.1% | -$3,488 | 减仓 |
| FANG | Diamondback Energy Inc | $284.82万 | 0.05% | 14,400 | -8,414 | -36.9% | -$166.42万 | 减仓 |
| ENS | EnerSys | $288.83万 | 0.05% | 16,626 | -13,655 | -45.1% | -$237.21万 | 减仓 |
| HRB | H&R Block Inc | $292.97万 | 0.05% | 92,304 | 28,549 | 44.8% | $90.61万 | 加仓 |
| MHK | Mohawk Industries Inc | $294.34万 | 0.05% | 29,894 | 6,332 | 26.9% | $62.34万 | 加仓 |
| OTEX | Open Text Corp | $302.98万 | 0.06% | 136,231 | 16,670 | 13.9% | $37.07万 | 加仓 |