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 |
|---|---|---|---|---|---|---|---|---|
| WCC | WESCO Intl Inc | $832.04万 | 0.14% | 24,087 | -4,705 | -16.3% | -$162.52万 | 减仓 |
| AXS | Axis Capital Holdings Ltd | $849.14万 | 0.14% | 79,034 | -5,930 | -7.0% | -$63.71万 | 减仓 |
| SAIC | Science Applications Intl Corp | $864.26万 | 0.14% | 78,277 | 3,293 | 4.4% | $36.36万 | 加仓 |
| CHRW | C.H. Robinson Worldwide Inc | $945.67万 | 0.16% | 50,211 | 297 | 0.6% | $5.59万 | 加仓 |
| LPX | Louisiana-Pacific Corp | $947.79万 | 0.16% | 120,492 | 31,734 | 35.8% | $249.62万 | 加仓 |
| EMN | Eastman Chemical Co | $955.01万 | 0.16% | 142,582 | -3,542 | -2.4% | -$23.72万 | 减仓 |
| RRX | Regal Rexnord Corporation Com | $996.11万 | 0.16% | 41,820 | -167 | -0.4% | -$3.98万 | 减仓 |
| NVR | NVR Inc | $1,020.65万 | 0.17% | 1,498 | 323 | 27.5% | $220.07万 | 加仓 |
| WFRD | Weatherford Intl PLC | $1,023.38万 | 0.17% | 125,568 | -16,647 | -11.7% | -$135.67万 | 减仓 |
| MTZ | Mastec Inc | $1,040.11万 | 0.17% | 24,999 | -5,570 | -18.2% | -$231.75万 | 减仓 |
| MOS | The Mosaic Co | $1,047.89万 | 0.17% | 494,520 | 98,060 | 24.7% | $207.79万 | 加仓 |
| SON | Sonoco Products Co | $1,049.91万 | 0.17% | 186,320 | -4,735 | -2.5% | -$26.68万 | 减仓 |
| SWKS | Skyworks Solutions Inc | $1,056.03万 | 0.17% | 155,757 | 34,543 | 28.5% | $234.20万 | 加仓 |
| SLB | Slb Limited Com Stk | $1,067.37万 | 0.18% | 229,592 | -93,862 | -29.0% | -$436.36万 | 减仓 |
| BP | BP p.l.c. | $1,082.45万 | 0.18% | 292,951 | -2,586 | -0.9% | -$9.56万 | 减仓 |
| HAL | Halliburton Co | $1,086.64万 | 0.18% | 320,071 | -54,281 | -14.5% | -$184.28万 | 减仓 |
| CRC | California Resources Corp Stoc | $1,122.41万 | 0.19% | 212,297 | 1,645 | 0.8% | $8.70万 | 加仓 |
| OXY | Occidental Petroleum Corp | $1,122.64万 | 0.19% | 231,139 | -11,948 | -4.9% | -$58.03万 | 减仓 |
| TTE | Totalenergies SE EUR | $1,140.58万 | 0.19% | 146,679 | -14,291 | -8.9% | -$111.13万 | 减仓 |
| BKR | Baker Hughes Company | $1,143.06万 | 0.19% | 205,956 | -8,253 | -3.9% | -$45.80万 | 减仓 |
| DVN | Devon Energy Corp | $1,147.80万 | 0.19% | 277,784 | 1,433 | 0.5% | $5.92万 | 加仓 |
| NOV | Nov Inc | $1,148.55万 | 0.19% | 619,167 | -49,947 | -7.5% | -$92.65万 | 减仓 |
| SHEL | Shell PLC Spon ADS | $1,155.27万 | 0.19% | 148,990 | -253 | -0.2% | -$1.96万 | 减仓 |
| CF | CF Industries Holdings Inc | $1,158.01万 | 0.19% | 106,966 | 3,701 | 3.6% | $40.07万 | 加仓 |
| OVV | Ovintiv Inc | $1,175.88万 | 0.19% | 223,339 | -65,720 | -22.7% | -$346.02万 | 减仓 |
| BWA | BorgWarner Inc | $1,177.42万 | 0.19% | 177,322 | -30,600 | -14.7% | -$203.18万 | 减仓 |
| CHRD | Chord Energy Corp | $1,202.37万 | 0.20% | 105,194 | -18,392 | -14.9% | -$210.22万 | 减仓 |
| APTV | Aptiv PLC Com | $1,210.17万 | 0.20% | 197,161 | 48,247 | 32.4% | $296.14万 | 加仓 |
| EXE | Chesapeake Energy Corp | $1,217.09万 | 0.20% | 133,467 | 133,467 | — | $1,217.09万 | 新建仓 |
| ALV | Autoliv Inc | $1,255.72万 | 0.21% | 108,093 | 6,804 | 6.7% | $79.04万 | 加仓 |
| EME | EMCOR Group Inc | $1,270.30万 | 0.21% | 15,307 | -447 | -2.8% | -$37.10万 | 减仓 |
| CNM | Core & Main Inc Cl A | $1,293.48万 | 0.21% | 268,079 | 53,922 | 25.2% | $260.17万 | 加仓 |
| UPS | United Parcel Service Inc Cl B | $1,298.60万 | 0.21% | 120,800 | 5,774 | 5.0% | $62.07万 | 加仓 |
| MUR | Murphy Oil Corp | $1,303.03万 | 0.21% | 400,193 | -27,481 | -6.4% | -$89.48万 | 减仓 |
| AGCO | AGCO Corp | $1,333.15万 | 0.22% | 111,374 | 17,846 | 19.1% | $213.62万 | 加仓 |
| EMR | Emerson Electric Co | $1,336.43万 | 0.22% | 93,359 | 13,137 | 16.4% | $188.06万 | 加仓 |
| APA | APA Corporation | $1,336.70万 | 0.22% | 410,408 | -39,589 | -8.8% | -$128.94万 | 减仓 |
| VNT | Vontier Corporation | $1,343.58万 | 0.22% | 463,302 | 165,650 | 55.7% | $480.38万 | 加仓 |
| TMUS | T-Mobile US Inc | $1,349.79万 | 0.22% | 80,474 | 483 | 0.6% | $8.10万 | 加仓 |
| CSL | Carlisle Cos Inc | $1,353.46万 | 0.22% | 37,311 | -10,913 | -22.6% | -$395.87万 | 减仓 |
| J | Jacobs Solutions Inc | $1,358.20万 | 0.22% | 107,794 | 23,137 | 27.3% | $291.53万 | 加仓 |
| VZ | Verizon Communications Inc | $1,360.80万 | 0.22% | 321,398 | -31,353 | -8.9% | -$132.75万 | 减仓 |
| R | Ryder System Inc | $1,364.30万 | 0.23% | 51,723 | -7,264 | -12.3% | -$191.60万 | 减仓 |
| MMM | 3M Co | $1,374.18万 | 0.23% | 84,873 | 13,012 | 18.1% | $210.68万 | 加仓 |
| DOV | Dover Corp | $1,374.50万 | 0.23% | 61,285 | -9,202 | -13.1% | -$206.38万 | 减仓 |
| SNA | Snap-on Inc | $1,381.64万 | 0.23% | 34,335 | 3,794 | 12.4% | $152.67万 | 加仓 |
| CMI | Cummins Inc | $1,401.89万 | 0.23% | 19,656 | -1,802 | -8.4% | -$128.52万 | 减仓 |
| CSX | CSX Corp | $1,404.46万 | 0.23% | 295,490 | -3,920 | -1.3% | -$18.63万 | 减仓 |
| AOS | A.O. Smith Corporation | $1,408.17万 | 0.23% | 224,517 | 224,517 | — | $1,408.17万 | 新建仓 |
| PCG | PG&E Corp | $1,412.71万 | 0.23% | 839,897 | 839,897 | — | $1,412.71万 | 新建仓 |
| OC | Owens Corning | $1,426.63万 | 0.24% | 89,748 | -8,565 | -8.7% | -$136.15万 | 减仓 |
| MIDD | Middleby Corp | $1,427.15万 | 0.24% | 82,969 | 4,449 | 5.7% | $76.53万 | 加仓 |
| FE | FirstEnergy Corp | $1,449.35万 | 0.24% | 304,869 | -51,402 | -14.4% | -$244.37万 | 减仓 |
| PH | Parker-Hannifin Corp | $1,452.90万 | 0.24% | 14,854 | 2,201 | 17.4% | $215.28万 | 加仓 |
| UGI | UGI Corp | $1,455.34万 | 0.24% | 421,348 | -11,377 | -2.6% | -$39.30万 | 减仓 |
| ED | Consolidated Edison Inc | $1,476.17万 | 0.24% | 133,433 | 133,433 | — | $1,476.17万 | 新建仓 |
| URI | United Rentals Inc | $1,485.90万 | 0.25% | 13,116 | -1,101 | -7.7% | -$124.73万 | 减仓 |
| LEA | Lear Corp | $1,502.17万 | 0.25% | 112,052 | -608 | -0.5% | -$8.15万 | 减仓 |
| DTE | DTE Energy Co | $1,505.60万 | 0.25% | 98,812 | -19,525 | -16.5% | -$297.50万 | 减仓 |
| MAS | Masco Corp | $1,507.57万 | 0.25% | 185,274 | 11,782 | 6.8% | $95.87万 | 加仓 |
| EVRG | Evergy Inc | $1,516.34万 | 0.25% | 175,441 | -34,799 | -16.6% | -$300.77万 | 减仓 |
| OSK | Oshkosh Corp | $1,548.23万 | 0.26% | 100,875 | 23,929 | 31.1% | $367.26万 | 加仓 |
| MLI | Mueller Industries Inc | $1,587.55万 | 0.26% | 129,143 | 2,097 | 1.7% | $25.78万 | 加仓 |
| ADT | ADT Inc | $1,587.82万 | 0.26% | 2,442,795 | 373,000 | 18.0% | $242.45万 | 加仓 |
| AYI | Acuity Inc | $1,617.53万 | 0.27% | 42,944 | 3,478 | 8.8% | $131.00万 | 加仓 |
| SR | Spire Inc | $1,621.41万 | 0.27% | 207,633 | -5,332 | -2.5% | -$41.64万 | 减仓 |
| MATX | Matson Inc | $1,622.27万 | 0.27% | 84,392 | -4,872 | -5.5% | -$93.65万 | 减仓 |
| ALSN | Allison Transmission Holdings | $1,652.06万 | 0.27% | 146,537 | 10,725 | 7.9% | $120.91万 | 加仓 |
| — | Gates Industrial Corp plc | $1,897.91万 | 0.31% | 678,551 | 32,065 | 5.0% | $89.69万 | 加仓 |
| POR | Portland General Electric Co | $1,954.88万 | 0.32% | 377,171 | -64,824 | -14.7% | -$335.98万 | 减仓 |
| TKR | The Timken Co | $2,143.22万 | 0.35% | 147,483 | -23,893 | -13.9% | -$347.21万 | 减仓 |
| ES | Eversource Energy | $2,546.79万 | 0.42% | 352,400 | 40,993 | 13.2% | $296.26万 | 加仓 |
| SOLV | Solventum Corp | $2,926.73万 | 0.48% | 379,356 | -4,306 | -1.1% | -$33.22万 | 减仓 |
| MCK | McKesson Corp | $2,942.08万 | 0.49% | 38,937 | 7,141 | 22.5% | $539.57万 | 加仓 |
| VTRS | Viatris Inc | $2,947.66万 | 0.49% | 1,856,208 | -87,965 | -4.5% | -$139.69万 | 减仓 |
| GEHC | GE Healthcare Technologies Inc | $2,952.67万 | 0.49% | 461,283 | 100,462 | 27.8% | $643.06万 | 加仓 |
| REGN | Regeneron Pharmaceuticals | $2,978.96万 | 0.49% | 47,775 | 8,063 | 20.3% | $502.76万 | 加仓 |
| COR | Cencora Inc Com | $2,988.66万 | 0.49% | 105,614 | 24,968 | 31.0% | $706.54万 | 加仓 |
| MO | Altria Group Inc | $3,008.94万 | 0.50% | 418,199 | -36,857 | -8.1% | -$265.19万 | 减仓 |
| BMY | Bristol-Myers Squibb Co | $3,042.66万 | 0.50% | 528,057 | 35,072 | 7.1% | $202.08万 | 加仓 |
| JAZZ | Jazz Pharmaceuticals plc | $3,049.21万 | 0.50% | 126,539 | -33,467 | -20.9% | -$806.45万 | 减仓 |
| LH | Labcorp Holdings Inc | $3,070.87万 | 0.51% | 109,674 | 1,842 | 1.7% | $51.58万 | 加仓 |
| CVS | CVS Health Corp | $3,122.97万 | 0.52% | 301,882 | -58,261 | -16.2% | -$602.71万 | 减仓 |
| CNC | Centene Corp | $3,126.63万 | 0.52% | 487,090 | -258,935 | -34.7% | -$1,662.10万 | 减仓 |
| HCA | HCA Healthcare Inc | $3,158.42万 | 0.52% | 81,008 | 14,468 | 21.7% | $564.09万 | 加仓 |
| HALO | Halozyme Therapeutics Inc | $3,160.73万 | 0.52% | 403,824 | 403,824 | — | $3,160.73万 | 新建仓 |
| GIL | Gildan Activewear Inc | $3,164.75万 | 0.52% | 613,324 | 75,530 | 14.0% | $389.73万 | 加仓 |
| JXN | Jackson Financial Inc Cl A | $3,177.75万 | 0.52% | 310,357 | 18,666 | 6.4% | $191.12万 | 加仓 |
| IVZ | Invesco Ltd | $3,188.07万 | 0.53% | 1,208,058 | -27,955 | -2.3% | -$73.77万 | 减仓 |
| RVTY | Revvity Inc Com | $3,254.28万 | 0.54% | 292,493 | -1,818 | -0.6% | -$20.23万 | 减仓 |
| GS | The Goldman Sachs Group Inc | $3,259.04万 | 0.54% | 32,224 | -4,236 | -11.6% | -$428.42万 | 减仓 |
| LVS | Las Vegas Sands Corp | $3,281.73万 | 0.54% | 710,484 | 101,891 | 16.7% | $470.63万 | 加仓 |
| OSCR | Oscar Health Inc Cl A | $3,285.51万 | 0.54% | 1,152,002 | 1,152,002 | — | $3,285.51万 | 新建仓 |
| F | Ford Motor Co | $3,295.46万 | 0.54% | 2,370,837 | -281,334 | -10.6% | -$391.05万 | 减仓 |
| CAH | Cardinal Health Inc | $3,320.71万 | 0.55% | 139,784 | 1,175 | 0.8% | $27.91万 | 加仓 |
| NYT | New York Times Co Cl A | $3,347.96万 | 0.55% | 478,416 | 33,552 | 7.5% | $234.80万 | 加仓 |
| FNF | Fidelity Natl Financial Inc | $3,357.76万 | 0.55% | 711,994 | 134,228 | 23.2% | $633.02万 | 加仓 |
| GM | General Motors Co | $3,379.37万 | 0.56% | 438,424 | 19,575 | 4.7% | $150.88万 | 加仓 |
| ABBV | AbbVie Inc | $3,386.55万 | 0.56% | 134,579 | 9,380 | 7.5% | $236.04万 | 加仓 |
| AMP | Ameriprise Financial Inc | $3,387.16万 | 0.56% | 73,833 | 9,307 | 14.4% | $426.97万 | 加仓 |