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 |
|---|---|---|---|---|---|---|---|---|
| GEN | Gen Digital Inc Com | $493.83万 | 0.09% | 262,258 | 36,569 | 16.2% | $68.86万 | 加仓 |
| CI | The Cigna Group Com | $480.34万 | 0.09% | 18,007 | -7,507 | -29.4% | -$200.25万 | 减仓 |
| NGVT | Ingevity Corp | $476.41万 | 0.09% | 66,883 | -14,645 | -18.0% | -$104.32万 | 减仓 |
| PB | Prosperity Bancshares Inc | $475.56万 | 0.09% | 70,789 | -35,495 | -33.4% | -$238.46万 | 减仓 |
| LSTR | Landstar System Inc | $472.08万 | 0.09% | 29,448 | 851 | 3.0% | $13.64万 | 加仓 |
| CPK | Chesapeake Utilities Corp | $467.53万 | 0.09% | 36,997 | -2,343 | -6.0% | -$29.61万 | 减仓 |
| DE | Deere & Co | $462.13万 | 0.09% | 8,204 | -4,755 | -36.7% | -$267.85万 | 减仓 |
| NWE | Northwestern Corp | $461.80万 | 0.09% | 70,033 | -3,993 | -5.4% | -$26.33万 | 减仓 |
| PRG | Prog Holdings Inc | $460.27万 | 0.08% | 160,430 | 27,728 | 20.9% | $79.55万 | 加仓 |
| PVH | PVH Corp | $445.93万 | 0.08% | 63,923 | 19,786 | 44.8% | $138.03万 | 加仓 |
| SJM | J.M. Smucker Co | $441.16万 | 0.08% | 45,744 | 861 | 1.9% | $8.30万 | 加仓 |
| OMF | OneMain Holdings Inc | $439.94万 | 0.08% | 82,247 | -8,831 | -9.7% | -$47.24万 | 减仓 |
| FDX | FedEx Corp | $439.42万 | 0.08% | 12,337 | -8,019 | -39.4% | -$285.62万 | 减仓 |
| AMTM | Amentum Holdings Inc Ccom | $429.45万 | 0.08% | 164,666 | 164,666 | — | $429.45万 | 新建仓 |
| PLXS | Plexus Corp | $426.75万 | 0.08% | 21,070 | -6,797 | -24.4% | -$137.67万 | 减仓 |
| ST | Sensata Technologies Hldng plc | $420.74万 | 0.08% | 119,461 | -16,827 | -12.3% | -$59.26万 | 减仓 |
| SBRA | Sabra Health Care REIT Inc | $419.22万 | 0.08% | 218,004 | -15,082 | -6.5% | -$29.00万 | 减仓 |
| UMBF | UMB Financial Corp | $418.02万 | 0.08% | 37,062 | -12,918 | -25.8% | -$145.70万 | 减仓 |
| TGT | Target Corp | $410.12万 | 0.08% | 33,838 | -9,293 | -21.5% | -$112.63万 | 减仓 |
| OPCH | Option Care Health Inc New | $407.57万 | 0.08% | 151,401 | -1,955 | -1.3% | -$5.26万 | 减仓 |
| WTTR | Select Water Solutions Inc Cl | $407.31万 | 0.08% | 266,217 | -32,912 | -11.0% | -$50.36万 | 减仓 |
| LFUS | Littelfuse Inc | $406.00万 | 0.07% | 11,964 | -2,769 | -18.8% | -$93.97万 | 减仓 |
| FTV | Fortive Corp | $405.58万 | 0.07% | 73,369 | -47,338 | -39.2% | -$261.68万 | 减仓 |
| WOR | Worthington Industries Inc | $405.41万 | 0.07% | 77,755 | 5,193 | 7.2% | $27.08万 | 加仓 |
| KBR | KBR Inc | $405.02万 | 0.07% | 109,880 | 10,752 | 10.8% | $39.63万 | 加仓 |
| THG | The Hanover Insurance Group In | $404.74万 | 0.07% | 23,348 | 1,390 | 6.3% | $24.10万 | 加仓 |
| CNMD | Conmed Corp | $404.59万 | 0.07% | 114,421 | -16 | -0.0% | -$566 | 减仓 |
| TAP | Molson Coors Brewing Co | $403.39万 | 0.07% | 93,681 | 7,586 | 8.8% | $32.67万 | 加仓 |
| CAG | Conagra Brands Inc | $402.08万 | 0.07% | 255,774 | 13,486 | 5.6% | $21.20万 | 加仓 |
| UNH | UnitedHealth Group Inc | $401.23万 | 0.07% | 14,828 | -3,817 | -20.5% | -$103.28万 | 减仓 |
| CNX | CNX Resources Corp | $400.47万 | 0.07% | 103,882 | 4,073 | 4.1% | $15.70万 | 加仓 |
| DOX | Amdocs Ltd | $387.97万 | 0.07% | 59,450 | 1,897 | 3.3% | $12.38万 | 加仓 |
| RSG | Republic Services Inc | $382.41万 | 0.07% | 17,460 | -7,194 | -29.2% | -$157.56万 | 减仓 |
| SSB | Southstate Bank Corp | $372.25万 | 0.07% | 40,235 | -10,608 | -20.9% | -$98.15万 | 减仓 |
| CTBI | Community Trust Bancorp Inc | $366.70万 | 0.07% | 60,392 | 6,255 | 11.6% | $37.98万 | 加仓 |
| LKQ | LKQ Corp | $365.81万 | 0.07% | 124,553 | -55,904 | -31.0% | -$164.19万 | 减仓 |
| — | Supernus Pharmaceuticals Inc | $359.98万 | 0.07% | 69,643 | -8,452 | -10.8% | -$43.69万 | 减仓 |
| CRBG | Corebridge Financial Inc | $355.57万 | 0.07% | 149,024 | 27,264 | 22.4% | $65.05万 | 加仓 |
| MTDR | Matador Resources Co | $350.18万 | 0.06% | 55,426 | -22,609 | -29.0% | -$142.84万 | 减仓 |
| EQH | Equitable Holdings Inc | $349.94万 | 0.06% | 94,297 | 13,911 | 17.3% | $51.62万 | 加仓 |
| AMZN | Amazon.com Inc | $349.48万 | 0.06% | 16,780 | 1,939 | 13.1% | $40.38万 | 加仓 |
| BBWI | Bath & Body Works Inc | $347.49万 | 0.06% | 186,122 | -28,240 | -13.2% | -$52.72万 | 减仓 |
| GPN | Global Payments Inc | $344.68万 | 0.06% | 51,215 | -14,398 | -21.9% | -$96.90万 | 减仓 |
| RGA | Reinsurance Group of America I | $343.93万 | 0.06% | 16,846 | -1,272 | -7.0% | -$25.97万 | 减仓 |
| SWX | Southwest Gas Hldgs Inc Com | $343.32万 | 0.06% | 39,507 | -198,950 | -83.4% | -$1,728.88万 | 减仓 |
| APD | Air Products and Chemicals Inc | $343.30万 | 0.06% | 11,818 | -7,170 | -37.8% | -$208.28万 | 减仓 |
| HP | Helmerich & Payne Inc | $343.19万 | 0.06% | 95,250 | -4,952 | -4.9% | -$17.84万 | 减仓 |
| ZBH | Zimmer Biomet Holdings Inc | $340.55万 | 0.06% | 37,663 | -12,439 | -24.8% | -$112.47万 | 减仓 |
| FNB | F.N.B. Corporation | $340.30万 | 0.06% | 203,528 | -11,014 | -5.1% | -$18.42万 | 减仓 |
| ECVT | Ecovyst Inc | $329.97万 | 0.06% | 256,583 | -59,241 | -18.8% | -$76.18万 | 减仓 |
| SM | SM Energy Co | $322.96万 | 0.06% | 103,578 | -514,281 | -83.2% | -$1,603.53万 | 减仓 |
| OSIS | OSI Systems Inc | $321.11万 | 0.06% | 12,094 | 616 | 5.4% | $16.36万 | 加仓 |
| PBH | Prestige Consmr Healthcare Inc | $320.26万 | 0.06% | 54,034 | -3,683 | -6.4% | -$21.83万 | 减仓 |
| VMI | Valmont Industries Inc | $319.70万 | 0.06% | 8,001 | -444 | -5.3% | -$17.74万 | 减仓 |
| MOG/A | Moog Inc | $313.56万 | 0.06% | 10,715 | -4,811 | -31.0% | -$140.79万 | 减仓 |
| RNG | RingCentral Inc Cl A | $313.42万 | 0.06% | 84,276 | -12,728 | -13.1% | -$47.34万 | 减仓 |
| LOW | Lowe's Cos Inc | $312.69万 | 0.06% | 13,234 | -2,442 | -15.6% | -$57.70万 | 减仓 |
| ALG | Alamo Group Inc | $312.24万 | 0.06% | 18,927 | 879 | 4.9% | $14.50万 | 加仓 |
| QCRH | QCR Holdings Inc | $311.41万 | 0.06% | 36,444 | 2,892 | 8.6% | $24.71万 | 加仓 |
| PLAB | Photronics Inc | $307.45万 | 0.06% | 76,083 | -5,619 | -6.9% | -$22.71万 | 减仓 |
| BLBD | Blue Bird Corp | $307.19万 | 0.06% | 54,093 | 7,972 | 17.3% | $45.27万 | 加仓 |
| CATY | Cathay General Bancorp | $306.73万 | 0.06% | 61,518 | -1,887 | -3.0% | -$9.41万 | 减仓 |
| DLB | Dolby Laboratories Inc | $303.42万 | 0.06% | 50,520 | 50,520 | — | $303.42万 | 新建仓 |
| OTEX | Open Text Corp | $302.98万 | 0.06% | 136,231 | 16,670 | 13.9% | $37.07万 | 加仓 |
| MHK | Mohawk Industries Inc | $294.34万 | 0.05% | 29,894 | 6,332 | 26.9% | $62.34万 | 加仓 |
| HRB | H&R Block Inc | $292.97万 | 0.05% | 92,304 | 28,549 | 44.8% | $90.61万 | 加仓 |
| ENS | EnerSys | $288.83万 | 0.05% | 16,626 | -13,655 | -45.1% | -$237.21万 | 减仓 |
| FANG | Diamondback Energy Inc | $284.82万 | 0.05% | 14,400 | -8,414 | -36.9% | -$166.42万 | 减仓 |
| BPOP | Popular Inc | $284.23万 | 0.05% | 21,184 | -26 | -0.1% | -$3,488 | 减仓 |
| NX | Quanex Building Products Corp | $282.64万 | 0.05% | 157,282 | -28,525 | -15.4% | -$51.26万 | 减仓 |
| AHCO | Adapthealth Corp Common Stock | $281.66万 | 0.05% | 236,689 | 236,689 | — | $281.66万 | 新建仓 |
| BHE | Benchmark Electronics Inc | $280.75万 | 0.05% | 50,081 | -16,945 | -25.3% | -$94.99万 | 减仓 |
| UNFI | United Natural Foods Inc | $280.45万 | 0.05% | 62,239 | 3,422 | 5.8% | $15.42万 | 加仓 |
| HWC | Hancock Whitney Corp | $280.09万 | 0.05% | 44,046 | 7,588 | 20.8% | $48.25万 | 加仓 |
| MD | Pediatrix Medical Group Inc | $279.91万 | 0.05% | 130,860 | 6,810 | 5.5% | $14.57万 | 加仓 |
| SFBS | Servisfirst Bancshares Inc | $273.23万 | 0.05% | 37,516 | -2,029 | -5.1% | -$14.78万 | 减仓 |
| CDP | Corporate Office Properties Tr | $272.92万 | 0.05% | 89,190 | -5,292 | -5.6% | -$16.19万 | 减仓 |
| MGY | Magnolia Oil & Gas Corp Cl A | $271.27万 | 0.05% | 85,925 | 16,770 | 24.2% | $52.94万 | 加仓 |
| SPB | Spectrum Brands Holdings Inc | $270.10万 | 0.05% | 36,649 | 36,649 | — | $270.10万 | 新建仓 |
| CMPR | Cimpress PLC Euro | $262.84万 | 0.05% | 36,006 | 6,453 | 21.8% | $47.11万 | 加仓 |
| VAC | Marriott Vacations Worldwide C | $261.31万 | 0.05% | 40,127 | -6,559 | -14.0% | -$42.71万 | 减仓 |
| WTFC | Wintrust Financial Corp | $261.21万 | 0.05% | 18,800 | 75 | 0.4% | $1.04万 | 加仓 |
| OLN | Olin Corp | $260.87万 | 0.05% | 87,747 | 111 | 0.1% | $3,300 | 加仓 |
| SCSC | ScanSource Inc | $258.54万 | 0.05% | 71,222 | 71,222 | — | $258.54万 | 新建仓 |
| GABC | German American Bancorp Inc | $258.48万 | 0.05% | 61,852 | -3,488 | -5.3% | -$14.58万 | 减仓 |
| AQN | Algonquin Power Utilities Corp | $257.75万 | 0.05% | 419,781 | -53,199 | -11.2% | -$32.66万 | 减仓 |
| ADEA | Adeia Inc | $257.24万 | 0.05% | 107,051 | -66,654 | -38.4% | -$160.17万 | 减仓 |
| DLX | Deluxe Corp | $256.30万 | 0.05% | 93,063 | -1,800 | -1.9% | -$4.96万 | 减仓 |
| JBI | Janus International Group Inc | $252.79万 | 0.05% | 490,848 | 81,566 | 19.9% | $42.01万 | 加仓 |
| NTRS | Northern Trust Corp | $251.69万 | 0.05% | 18,033 | -1,468 | -7.5% | -$20.49万 | 减仓 |
| EEFT | Euronet Worldwide Inc | $250.27万 | 0.05% | 37,709 | -4,790 | -11.3% | -$31.79万 | 减仓 |
| TDC | Teradata Corp | $249.71万 | 0.05% | 97,430 | 2,786 | 2.9% | $7.14万 | 加仓 |
| AOSL | Alpha & Omega Semiconductor Lt | $249.42万 | 0.05% | 112,554 | 112,554 | — | $249.42万 | 新建仓 |
| HRMY | Harmony Biosciences Holdings I | $249.29万 | 0.05% | 88,999 | 102 | 0.1% | $2,857 | 加仓 |
| PENG | Penguin Solutions Inc | $247.95万 | 0.05% | 140,878 | 140,878 | — | $247.95万 | 新建仓 |
| — | CSG Systems Intl Inc | $246.39万 | 0.05% | 30,822 | -865 | -2.7% | -$6.91万 | 减仓 |
| FIBK | First Interstate BancSystem In | $244.76万 | 0.05% | 73,281 | -3,948 | -5.1% | -$13.19万 | 减仓 |
| EYE | National Vision Holdings Inc | $244.58万 | 0.05% | 94,432 | 18,727 | 24.7% | $48.50万 | 加仓 |
| MTG | MGIC Inv Corp WI | $244.06万 | 0.05% | 92,976 | 2,489 | 2.8% | $6.53万 | 加仓 |
| DXC | DXC Technology Co | $243.76万 | 0.04% | 193,922 | 3,119 | 1.6% | $3.92万 | 加仓 |