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 |
|---|---|---|---|---|---|---|---|---|
| DLB | Dolby Laboratories Inc | $303.42万 | 0.06% | 50,520 | 50,520 | — | $303.42万 | 新建仓 |
| CATY | Cathay General Bancorp | $306.73万 | 0.06% | 61,518 | -1,887 | -3.0% | -$9.41万 | 减仓 |
| BLBD | Blue Bird Corp | $307.19万 | 0.06% | 54,093 | 7,972 | 17.3% | $45.27万 | 加仓 |
| PLAB | Photronics Inc | $307.45万 | 0.06% | 76,083 | -5,619 | -6.9% | -$22.71万 | 减仓 |
| QCRH | QCR Holdings Inc | $311.41万 | 0.06% | 36,444 | 2,892 | 8.6% | $24.71万 | 加仓 |
| ALG | Alamo Group Inc | $312.24万 | 0.06% | 18,927 | 879 | 4.9% | $14.50万 | 加仓 |
| LOW | Lowe's Cos Inc | $312.69万 | 0.06% | 13,234 | -2,442 | -15.6% | -$57.70万 | 减仓 |
| RNG | RingCentral Inc Cl A | $313.42万 | 0.06% | 84,276 | -12,728 | -13.1% | -$47.34万 | 减仓 |
| MOG/A | Moog Inc | $313.56万 | 0.06% | 10,715 | -4,811 | -31.0% | -$140.79万 | 减仓 |
| VMI | Valmont Industries Inc | $319.70万 | 0.06% | 8,001 | -444 | -5.3% | -$17.74万 | 减仓 |
| PBH | Prestige Consmr Healthcare Inc | $320.26万 | 0.06% | 54,034 | -3,683 | -6.4% | -$21.83万 | 减仓 |
| OSIS | OSI Systems Inc | $321.11万 | 0.06% | 12,094 | 616 | 5.4% | $16.36万 | 加仓 |
| SM | SM Energy Co | $322.96万 | 0.06% | 103,578 | -514,281 | -83.2% | -$1,603.53万 | 减仓 |
| ECVT | Ecovyst Inc | $329.97万 | 0.06% | 256,583 | -59,241 | -18.8% | -$76.18万 | 减仓 |
| FNB | F.N.B. Corporation | $340.30万 | 0.06% | 203,528 | -11,014 | -5.1% | -$18.42万 | 减仓 |
| ZBH | Zimmer Biomet Holdings Inc | $340.55万 | 0.06% | 37,663 | -12,439 | -24.8% | -$112.47万 | 减仓 |
| HP | Helmerich & Payne Inc | $343.19万 | 0.06% | 95,250 | -4,952 | -4.9% | -$17.84万 | 减仓 |
| APD | Air Products and Chemicals Inc | $343.30万 | 0.06% | 11,818 | -7,170 | -37.8% | -$208.28万 | 减仓 |
| SWX | Southwest Gas Hldgs Inc Com | $343.32万 | 0.06% | 39,507 | -198,950 | -83.4% | -$1,728.88万 | 减仓 |
| RGA | Reinsurance Group of America I | $343.93万 | 0.06% | 16,846 | -1,272 | -7.0% | -$25.97万 | 减仓 |
| GPN | Global Payments Inc | $344.68万 | 0.06% | 51,215 | -14,398 | -21.9% | -$96.90万 | 减仓 |
| BBWI | Bath & Body Works Inc | $347.49万 | 0.06% | 186,122 | -28,240 | -13.2% | -$52.72万 | 减仓 |
| AMZN | Amazon.com Inc | $349.48万 | 0.06% | 16,780 | 1,939 | 13.1% | $40.38万 | 加仓 |
| EQH | Equitable Holdings Inc | $349.94万 | 0.06% | 94,297 | 13,911 | 17.3% | $51.62万 | 加仓 |
| MTDR | Matador Resources Co | $350.18万 | 0.06% | 55,426 | -22,609 | -29.0% | -$142.84万 | 减仓 |
| CRBG | Corebridge Financial Inc | $355.57万 | 0.07% | 149,024 | 27,264 | 22.4% | $65.05万 | 加仓 |
| — | Supernus Pharmaceuticals Inc | $359.98万 | 0.07% | 69,643 | -8,452 | -10.8% | -$43.69万 | 减仓 |
| LKQ | LKQ Corp | $365.81万 | 0.07% | 124,553 | -55,904 | -31.0% | -$164.19万 | 减仓 |
| CTBI | Community Trust Bancorp Inc | $366.70万 | 0.07% | 60,392 | 6,255 | 11.6% | $37.98万 | 加仓 |
| SSB | Southstate Bank Corp | $372.25万 | 0.07% | 40,235 | -10,608 | -20.9% | -$98.15万 | 减仓 |
| RSG | Republic Services Inc | $382.41万 | 0.07% | 17,460 | -7,194 | -29.2% | -$157.56万 | 减仓 |
| DOX | Amdocs Ltd | $387.97万 | 0.07% | 59,450 | 1,897 | 3.3% | $12.38万 | 加仓 |
| CNX | CNX Resources Corp | $400.47万 | 0.07% | 103,882 | 4,073 | 4.1% | $15.70万 | 加仓 |
| UNH | UnitedHealth Group Inc | $401.23万 | 0.07% | 14,828 | -3,817 | -20.5% | -$103.28万 | 减仓 |
| CAG | Conagra Brands Inc | $402.08万 | 0.07% | 255,774 | 13,486 | 5.6% | $21.20万 | 加仓 |
| TAP | Molson Coors Brewing Co | $403.39万 | 0.07% | 93,681 | 7,586 | 8.8% | $32.67万 | 加仓 |
| CNMD | Conmed Corp | $404.59万 | 0.07% | 114,421 | -16 | -0.0% | -$566 | 减仓 |
| THG | The Hanover Insurance Group In | $404.74万 | 0.07% | 23,348 | 1,390 | 6.3% | $24.10万 | 加仓 |
| KBR | KBR Inc | $405.02万 | 0.07% | 109,880 | 10,752 | 10.8% | $39.63万 | 加仓 |
| WOR | Worthington Industries Inc | $405.41万 | 0.07% | 77,755 | 5,193 | 7.2% | $27.08万 | 加仓 |
| FTV | Fortive Corp | $405.58万 | 0.07% | 73,369 | -47,338 | -39.2% | -$261.68万 | 减仓 |
| LFUS | Littelfuse Inc | $406.00万 | 0.07% | 11,964 | -2,769 | -18.8% | -$93.97万 | 减仓 |
| WTTR | Select Water Solutions Inc Cl | $407.31万 | 0.08% | 266,217 | -32,912 | -11.0% | -$50.36万 | 减仓 |
| OPCH | Option Care Health Inc New | $407.57万 | 0.08% | 151,401 | -1,955 | -1.3% | -$5.26万 | 减仓 |
| TGT | Target Corp | $410.12万 | 0.08% | 33,838 | -9,293 | -21.5% | -$112.63万 | 减仓 |
| UMBF | UMB Financial Corp | $418.02万 | 0.08% | 37,062 | -12,918 | -25.8% | -$145.70万 | 减仓 |
| SBRA | Sabra Health Care REIT Inc | $419.22万 | 0.08% | 218,004 | -15,082 | -6.5% | -$29.00万 | 减仓 |
| ST | Sensata Technologies Hldng plc | $420.74万 | 0.08% | 119,461 | -16,827 | -12.3% | -$59.26万 | 减仓 |
| PLXS | Plexus Corp | $426.75万 | 0.08% | 21,070 | -6,797 | -24.4% | -$137.67万 | 减仓 |
| AMTM | Amentum Holdings Inc Ccom | $429.45万 | 0.08% | 164,666 | 164,666 | — | $429.45万 | 新建仓 |
| FDX | FedEx Corp | $439.42万 | 0.08% | 12,337 | -8,019 | -39.4% | -$285.62万 | 减仓 |
| OMF | OneMain Holdings Inc | $439.94万 | 0.08% | 82,247 | -8,831 | -9.7% | -$47.24万 | 减仓 |
| SJM | J.M. Smucker Co | $441.16万 | 0.08% | 45,744 | 861 | 1.9% | $8.30万 | 加仓 |
| PVH | PVH Corp | $445.93万 | 0.08% | 63,923 | 19,786 | 44.8% | $138.03万 | 加仓 |
| PRG | Prog Holdings Inc | $460.27万 | 0.08% | 160,430 | 27,728 | 20.9% | $79.55万 | 加仓 |
| NWE | Northwestern Corp | $461.80万 | 0.09% | 70,033 | -3,993 | -5.4% | -$26.33万 | 减仓 |
| DE | Deere & Co | $462.13万 | 0.09% | 8,204 | -4,755 | -36.7% | -$267.85万 | 减仓 |
| CPK | Chesapeake Utilities Corp | $467.53万 | 0.09% | 36,997 | -2,343 | -6.0% | -$29.61万 | 减仓 |
| LSTR | Landstar System Inc | $472.08万 | 0.09% | 29,448 | 851 | 3.0% | $13.64万 | 加仓 |
| PB | Prosperity Bancshares Inc | $475.56万 | 0.09% | 70,789 | -35,495 | -33.4% | -$238.46万 | 减仓 |
| NGVT | Ingevity Corp | $476.41万 | 0.09% | 66,883 | -14,645 | -18.0% | -$104.32万 | 减仓 |
| CI | The Cigna Group Com | $480.34万 | 0.09% | 18,007 | -7,507 | -29.4% | -$200.25万 | 减仓 |
| GEN | Gen Digital Inc Com | $493.83万 | 0.09% | 262,258 | 36,569 | 16.2% | $68.86万 | 加仓 |
| KMX | CarMax Inc | $495.86万 | 0.09% | 119,255 | -56,195 | -32.0% | -$233.66万 | 减仓 |
| EAT | Brinker Intl Inc | $510.63万 | 0.09% | 35,766 | 7,227 | 25.3% | $103.18万 | 加仓 |
| AXTA | Axalta Coating Systems Ltd | $512.44万 | 0.09% | 184,995 | 13,834 | 8.1% | $38.32万 | 加仓 |
| AON | AON PLC Cl A | $518.93万 | 0.10% | 16,077 | -6,732 | -29.5% | -$217.30万 | 减仓 |
| MGRC | McGrath RentCorp Com | $519.32万 | 0.10% | 47,091 | 24,280 | 106.4% | $267.76万 | 加仓 |
| ACGL | Arch Capital Group Ltd | $522.00万 | 0.10% | 54,381 | -32,752 | -37.6% | -$314.39万 | 减仓 |
| ALKS | Alkermes plc | $534.76万 | 0.10% | 151,234 | -21,016 | -12.2% | -$74.31万 | 减仓 |
| NI | NiSource Inc | $540.46万 | 0.10% | 115,829 | -54,426 | -32.0% | -$253.95万 | 减仓 |
| PTEN | Patterson-UTI Energy Inc | $552.65万 | 0.10% | 510,293 | -56,767 | -10.0% | -$61.48万 | 减仓 |
| SIG | Signet Jewelers Limited | $554.94万 | 0.10% | 65,565 | 11,323 | 20.9% | $95.84万 | 加仓 |
| ACN | Accenture plc | $567.51万 | 0.10% | 28,620 | -5,141 | -15.2% | -$101.94万 | 减仓 |
| MKL | Markel Group Inc | $589.73万 | 0.11% | 3,081 | -1,216 | -28.3% | -$232.75万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $590.87万 | 0.11% | 12,021 | -204 | -1.7% | -$10.03万 | 减仓 |
| AMT | American Tower Corp | $592.43万 | 0.11% | 34,328 | -14,659 | -29.9% | -$252.99万 | 减仓 |
| NMIH | NMI Holdings Inc Cl A | $594.81万 | 0.11% | 158,573 | 1,929 | 1.2% | $7.24万 | 加仓 |
| AIT | Applied Industrial Technologie | $598.72万 | 0.11% | 22,566 | 2,764 | 14.0% | $73.33万 | 加仓 |
| KFY | Korn Ferry | $623.01万 | 0.11% | 98,969 | 18,401 | 22.8% | $115.83万 | 加仓 |
| CVSA | Covista Inc Com | $633.59万 | 0.12% | 54,975 | -6,066 | -9.9% | -$69.91万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc | $636.43万 | 0.12% | 13,281 | -3,747 | -22.0% | -$179.56万 | 减仓 |
| IT | Gartner Inc | $640.01万 | 0.12% | 40,420 | 6,290 | 18.4% | $99.60万 | 加仓 |
| LPX | Louisiana-Pacific Corp | $645.71万 | 0.12% | 88,758 | 17,882 | 25.2% | $130.09万 | 加仓 |
| AAPL | Apple Inc | $646.30万 | 0.12% | 25,466 | 3,180 | 14.3% | $80.71万 | 加仓 |
| SWKS | Skyworks Solutions Inc | $649.10万 | 0.12% | 121,214 | 121,214 | — | $649.10万 | 新建仓 |
| NVDA | NVIDIA Corp | $651.80万 | 0.12% | 37,374 | 4,812 | 14.8% | $83.92万 | 加仓 |
| ACM | AECOM | $691.69万 | 0.13% | 81,548 | 11,406 | 16.3% | $96.75万 | 加仓 |
| BLDR | Builders FirstSource Inc | $693.29万 | 0.13% | 84,209 | 17,618 | 26.5% | $145.05万 | 加仓 |
| PKG | Packaging Corp of America | $699.16万 | 0.13% | 32,945 | 3,643 | 12.4% | $77.31万 | 加仓 |
| RS | Reliance Inc Com | $701.75万 | 0.13% | 23,090 | 1,354 | 6.2% | $41.15万 | 加仓 |
| AMCR | Amcor PLC | $705.01万 | 0.13% | 177,361 | 177,361 | — | $705.01万 | 新建仓 |
| UFPI | Ufp Industries Inc | $708.76万 | 0.13% | 76,939 | 11,277 | 17.2% | $103.88万 | 加仓 |
| SAIC | Science Applications Intl Corp | $711.75万 | 0.13% | 74,984 | -4,803 | -6.0% | -$45.59万 | 减仓 |
| STLD | Steel Dynamics Inc | $720.54万 | 0.13% | 40,030 | 2,880 | 7.8% | $51.84万 | 加仓 |
| NUE | Nucor Corp | $720.86万 | 0.13% | 42,629 | 30 | 0.1% | $5,073 | 加仓 |
| INGR | Ingredion Inc | $739.22万 | 0.14% | 65,615 | 9,222 | 16.4% | $103.90万 | 加仓 |
| BG | Bunge Global SA Com | $765.74万 | 0.14% | 60,200 | -1,826 | -2.9% | -$23.23万 | 减仓 |
| UHS | Universal Health Services Inc | $766.01万 | 0.14% | 42,801 | 3,894 | 10.0% | $69.69万 | 加仓 |
| NVR | NVR Inc | $774.30万 | 0.14% | 1,175 | 185 | 18.7% | $121.91万 | 加仓 |