13F 机构持仓

WEDGE CAPITAL MANAGEMENT L L P/NC

CHARLOTTE NC · SEC CIK 0001015308

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$60.62亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

KLAC 1.8%
AMAT 1.7%
LRCX 1.6%
APH 1.5%
GOOGL 1.4%
DELL 1.4%
DBX 1.4%
YOU 1.4%
ANET 1.4%
JBL 1.3%

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
CTSH Cognizant Technology Solutions $00.00%0 -864,021-100.0% -$5,300.77万 清仓
PAYX Paychex Inc $00.00%0 -563,967-100.0% -$5,195.26万 清仓
CCL Carnival Corp $00.00%0 -1,569,169-100.0% -$4,061.01万 清仓
BYD Boyd Gaming Corp $00.00%0 -415,617-100.0% -$3,415.54万 清仓
M Macy's Inc $00.00%0 -1,818,191-100.0% -$3,289.11万 清仓
UTHR United Therapeutics Corp $00.00%0 -54,673-100.0% -$3,242.00万 清仓
TFX Teleflex Inc $00.00%0 -251,717-100.0% -$3,010.79万 清仓
NRG NRG Energy Inc $00.00%0 -104,046-100.0% -$1,520.53万 清仓
GPC Genuine Parts Co $00.00%0 -109,191-100.0% -$1,154.69万 清仓
— Topbuild Corp $00.00%0 -29,442-100.0% -$1,034.30万 清仓
AMT American Tower Corp $00.00%0 -34,328-100.0% -$592.43万 清仓
MKL Markel Group Inc $00.00%0 -3,081-100.0% -$589.73万 清仓
NI NiSource Inc $00.00%0 -115,829-100.0% -$540.46万 清仓
ALKS Alkermes plc $00.00%0 -151,234-100.0% -$534.76万 清仓
ACGL Arch Capital Group Ltd $00.00%0 -54,381-100.0% -$522.00万 清仓
AON AON PLC Cl A $00.00%0 -16,077-100.0% -$518.93万 清仓
KMX CarMax Inc $00.00%0 -119,255-100.0% -$495.86万 清仓
CI The Cigna Group Com $00.00%0 -18,007-100.0% -$480.34万 清仓
FDX FedEx Corp $00.00%0 -12,337-100.0% -$439.42万 清仓
FTV Fortive Corp $00.00%0 -73,369-100.0% -$405.58万 清仓
RSG Republic Services Inc $00.00%0 -17,460-100.0% -$382.41万 清仓
LKQ LKQ Corp $00.00%0 -124,553-100.0% -$365.81万 清仓
GPN Global Payments Inc $00.00%0 -51,215-100.0% -$344.68万 清仓
SWX Southwest Gas Hldgs Inc Com $00.00%0 -39,507-100.0% -$343.32万 清仓
APD Air Products and Chemicals Inc $00.00%0 -11,818-100.0% -$343.30万 清仓
ZBH Zimmer Biomet Holdings Inc $00.00%0 -37,663-100.0% -$340.55万 清仓
FANG Diamondback Energy Inc $00.00%0 -14,400-100.0% -$284.82万 清仓
ADEA Adeia Inc $00.00%0 -107,051-100.0% -$257.24万 清仓
PENG Penguin Solutions Inc $00.00%0 -140,878-100.0% -$247.95万 清仓
— CSG Systems Intl Inc $00.00%0 -30,822-100.0% -$246.39万 清仓
DXC DXC Technology Co $00.00%0 -193,922-100.0% -$243.76万 清仓
MGNI Magnite Inc $00.00%0 -189,767-100.0% -$225.44万 清仓
EOG EOG Resources Inc $00.00%0 -15,199-100.0% -$219.73万 清仓
ETD Ethan Allen Interiors Inc $00.00%0 -95,977-100.0% -$213.64万 清仓
LYTS Lsi Industries Inc $00.00%0 -109,336-100.0% -$203.37万 清仓
MGEE MGE Energy Inc $00.00%0 -25,903-100.0% -$200.20万 清仓
DEO Diageo PLC Sp ADR $00.00%0 -26,832-100.0% -$199.76万 清仓
EWBC East West Bancorp Inc $00.00%0 -18,185-100.0% -$194.14万 清仓
RAL Ralliant Corp $00.00%0 -44,606-100.0% -$185.52万 清仓
CLW Clearwater Paper Corp $00.00%0 -128,150-100.0% -$184.28万 清仓
EPR EPR Properties $00.00%0 -32,532-100.0% -$162.53万 清仓
RYZ Ryerson Holding Corp $00.00%0 -67,780-100.0% -$152.37万 清仓
AVO Mission Produce Inc $00.00%0 -104,833-100.0% -$144.25万 清仓
— American Woodmark Corporation $00.00%0 -35,143-100.0% -$139.97万 清仓
COLM Columbia Sportswear Co $00.00%0 -24,532-100.0% -$134.46万 清仓
WS Worthington Stl Inc $00.00%0 -41,420-100.0% -$125.71万 清仓
NUS Nu Skin Enterprises Inc $00.00%0 -166,573-100.0% -$121.27万 清仓
NOG Northern Oil & Gas Inc $00.00%0 -37,926-100.0% -$110.86万 清仓
PG Procter & Gamble Co $00.00%0 -5,155-100.0% -$74.46万 清仓
— Navient Corporation $00.00%0 -80,805-100.0% -$66.10万 清仓
CAT Caterpillar Inc $00.00%0 -905-100.0% -$64.12万 清仓
PLTR Palantir Technologies Inc Cl A $00.00%0 -4,312-100.0% -$63.08万 清仓
BRO Brown & Brown Inc $00.00%0 -9,409-100.0% -$61.36万 清仓
SBAC SBA Communications Corp $00.00%0 -3,416-100.0% -$58.79万 清仓
BLMN Bloomin' Brands Inc $00.00%0 -98,197-100.0% -$53.03万 清仓
— Gambling Com Group Limited Ord $00.00%0 -129,325-100.0% -$50.18万 清仓
METC Ramaco Resources Inc Cl A $00.00%0 -29,558-100.0% -$45.70万 清仓
TDY Teledyne Technologies Inc $00.00%0 -649-100.0% -$39.27万 清仓
CMS CMS Energy Corp $00.00%0 -4,853-100.0% -$37.65万 清仓
G Genpact Limited $00.00%0 -9,978-100.0% -$37.17万 清仓
LNT Alliant Energy Corp $00.00%0 -5,089-100.0% -$36.52万 清仓
AIZ Assurant Inc $00.00%0 -1,521-100.0% -$33.13万 清仓
— Honeywell Intl Inc $00.00%0 -1,389-100.0% -$31.40万 清仓
EHC Encompass Health Corp $00.00%0 -3,186-100.0% -$30.82万 清仓
INTU Intuit Inc $00.00%0 -617-100.0% -$26.68万 清仓
GDDY GoDaddy Inc $00.00%0 -3,163-100.0% -$26.15万 清仓
LAMR Lamar Advertising Co $00.00%0 -1,982-100.0% -$25.10万 清仓
ADBE Adobe Inc $00.00%0 -943-100.0% -$22.92万 清仓
NOC Northrop Grumman Corp $00.00%0 -333-100.0% -$22.72万 清仓
— Warner Brothers Discovery Inc $00.00%0 -8,209-100.0% -$22.54万 清仓
WDC Western Digital Corp $00.00%0 -833-100.0% -$22.53万 清仓
COST Costco Wholesale Corp $00.00%0 -225-100.0% -$22.42万 清仓
SNDK Sandisk Corp $00.00%0 -347-100.0% -$22.05万 清仓
CME CME Group Inc Cl A $00.00%0 -704-100.0% -$20.79万 清仓
MAR Marriott Intl Inc $00.00%0 -629-100.0% -$20.57万 清仓
LHX L3harris Technologies Inc $00.00%0 -586-100.0% -$20.23万 清仓
RCL Royal Caribbean Group $00.00%0 -729-100.0% -$20.06万 清仓
COTY Coty Inc Cl A $00.00%0 -18,096-100.0% -$3.64万 清仓
USB US Bancorp $20.22万0.00%3,347 3,347— $20.22万 新建仓
ACN Accenture plc $20.30万0.00%1,631 -26,989-94.3% -$335.85万 减仓
WM Waste Management Inc $20.64万0.00%926 -7,173-88.6% -$159.87万 减仓
SPGI S&P Global Inc $20.89万0.00%513 -74-12.6% -$3.01万 减仓
DUK Duke Energy Corp $21.19万0.00%1,674 -284-14.5% -$3.59万 减仓
PNC The PNC Financial Services Gro $21.30万0.00%865 865— $21.30万 新建仓
T AT&T Inc $21.56万0.00%10,416 -1,408-11.9% -$2.91万 减仓
CDNS Cadence Design Systems Inc $21.62万0.00%576 -193,568-99.7% -$7,264.98万 减仓
PLD Prologis Inc $21.63万0.00%1,597 -108-6.3% -$1.46万 减仓
GD General Dynamics Corp $22.10万0.00%624 -4-0.6% -$1,417 减仓
CB Chubb Limited $22.69万0.00%666 -110-14.2% -$3.75万 减仓
ADP Automatic Data Processing Inc $23.07万0.00%1,030 -28-2.6% -$6,271 减仓
SO The Southern Co $23.19万0.00%2,423 2,423— $23.19万 新建仓
TGT Target Corp $23.27万0.00%1,782 -32,056-94.7% -$418.68万 减仓
SBUX Starbucks Corp $23.92万0.00%2,341 2,341— $23.92万 新建仓
SPCX Space Exploration Technology C $24.30万0.00%1,422 1,422— $24.30万 新建仓
LOW Lowe's Cos Inc $24.36万0.00%1,105 -12,129-91.7% -$267.43万 减仓
BLK BlackRock Inc $24.42万0.00%254 -31-10.9% -$2.98万 减仓
GILD Gilead Sciences Inc $24.47万0.00%1,937 -203-9.5% -$2.56万 减仓
MDT Medtronic plc $24.59万0.00%3,143 -480-13.2% -$3.76万 减仓
TT Trane Technologies Plc $24.85万0.00%506 -54-9.6% -$2.65万 减仓
NOW ServiceNow Inc $24.94万0.00%2,512 1295.4% $1.28万 加仓