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 |
|---|---|---|---|---|---|---|---|---|
| PANW | Palo Alto Networks Inc | $27.78万 | 0.01% | 1,733 | 366 | 26.8% | $5.87万 | 加仓 |
| BLK | BlackRock Inc | $27.41万 | 0.01% | 285 | 35 | 14.0% | $3.37万 | 加仓 |
| INTU | Intuit Inc | $26.68万 | 0.00% | 617 | -90,421 | -99.3% | -$3,909.62万 | 减仓 |
| GDDY | GoDaddy Inc | $26.15万 | 0.00% | 3,163 | -2,221 | -41.3% | -$18.36万 | 减仓 |
| DUK | Duke Energy Corp | $25.64万 | 0.00% | 1,958 | 161 | 9.0% | $2.11万 | 加仓 |
| CB | Chubb Limited | $25.29万 | 0.00% | 776 | 76 | 10.9% | $2.48万 | 加仓 |
| LAMR | Lamar Advertising Co | $25.10万 | 0.00% | 1,982 | -1,778 | -47.3% | -$22.52万 | 减仓 |
| SPGI | S&P Global Inc | $24.97万 | 0.00% | 587 | 77 | 15.1% | $3.28万 | 加仓 |
| NOW | ServiceNow Inc | $24.91万 | 0.00% | 2,383 | 2,383 | — | $24.91万 | 新建仓 |
| GLW | Corning Inc | $23.81万 | 0.00% | 1,751 | 1,751 | — | $23.81万 | 新建仓 |
| TT | Trane Technologies Plc | $23.34万 | 0.00% | 560 | 80 | 16.7% | $3.33万 | 重新持有 |
| ADBE | Adobe Inc | $22.92万 | 0.00% | 943 | 57 | 6.4% | $1.39万 | 加仓 |
| NOC | Northrop Grumman Corp | $22.72万 | 0.00% | 333 | 333 | — | $22.72万 | 新建仓 |
| — | Warner Brothers Discovery Inc | $22.54万 | 0.00% | 8,209 | 8,209 | — | $22.54万 | 新建仓 |
| PLD | Prologis Inc | $22.54万 | 0.00% | 1,705 | 1,705 | — | $22.54万 | 新建仓 |
| WDC | Western Digital Corp | $22.53万 | 0.00% | 833 | 833 | — | $22.53万 | 新建仓 |
| APP | Applovin Corp Cl A | $22.53万 | 0.00% | 566 | 75 | 15.3% | $2.98万 | 加仓 |
| COST | Costco Wholesale Corp | $22.42万 | 0.00% | 225 | 225 | — | $22.42万 | 新建仓 |
| SNDK | Sandisk Corp | $22.05万 | 0.00% | 347 | 347 | — | $22.05万 | 新建仓 |
| CRWD | Crowdstrike Holdings Inc Cl A | $21.86万 | 0.00% | 560 | 560 | — | $21.86万 | 新建仓 |
| GD | General Dynamics Corp | $21.55万 | 0.00% | 628 | 628 | — | $21.55万 | 新建仓 |
| ADP | Automatic Data Processing Inc | $21.50万 | 0.00% | 1,058 | 224 | 26.9% | $4.55万 | 加仓 |
| CME | CME Group Inc Cl A | $20.79万 | 0.00% | 704 | 704 | — | $20.79万 | 新建仓 |
| MAR | Marriott Intl Inc | $20.57万 | 0.00% | 629 | 629 | — | $20.57万 | 新建仓 |
| LHX | L3harris Technologies Inc | $20.23万 | 0.00% | 586 | -1,064 | -64.5% | -$36.72万 | 重新持有 |
| RCL | Royal Caribbean Group | $20.06万 | 0.00% | 729 | -104,878 | -99.3% | -$2,886.03万 | 重新持有 |
| COTY | Coty Inc Cl A | $3.64万 | 0.00% | 18,096 | 18,096 | — | $3.64万 | 新建仓 |
| ZM | Zoom Video Communications Inc | $0 | 0.00% | 0 | -710,304 | -100.0% | -$6,129.21万 | 清仓 |
| IDCC | InterDigital Inc | $0 | 0.00% | 0 | -179,364 | -100.0% | -$5,710.59万 | 清仓 |
| WYNN | Wynn Resorts Ltd | $0 | 0.00% | 0 | -288,148 | -100.0% | -$3,467.28万 | 清仓 |
| SLM | SLM Corp | $0 | 0.00% | 0 | -1,129,053 | -100.0% | -$3,055.22万 | 清仓 |
| PPL | PPL Corp | $0 | 0.00% | 0 | -457,067 | -100.0% | -$1,600.65万 | 清仓 |
| — | Civitas Resources Inc New | $0 | 0.00% | 0 | -357,250 | -100.0% | -$967.79万 | 清仓 |
| DG | Dollar General Corp | $0 | 0.00% | 0 | -69,480 | -100.0% | -$922.49万 | 清仓 |
| PHM | PulteGroup Inc | $0 | 0.00% | 0 | -58,854 | -100.0% | -$690.12万 | 清仓 |
| SYY | Sysco Corp | $0 | 0.00% | 0 | -92,541 | -100.0% | -$681.93万 | 清仓 |
| — | Amcor PLC | $0 | 0.00% | 0 | -142,270 | -100.0% | -$593.27万 | 清仓 |
| — | Thermon Group Holdings Inc | $0 | 0.00% | 0 | -142,253 | -100.0% | -$528.61万 | 清仓 |
| — | Cadence Bank Com | $0 | 0.00% | 0 | -103,866 | -100.0% | -$444.96万 | 清仓 |
| AVT | Avnet Inc | $0 | 0.00% | 0 | -87,259 | -100.0% | -$419.54万 | 清仓 |
| WLK | Westlake Corporation | $0 | 0.00% | 0 | -42,841 | -100.0% | -$316.77万 | 清仓 |
| — | National Storage Affiliates Tr | $0 | 0.00% | 0 | -104,480 | -100.0% | -$294.74万 | 清仓 |
| UCTT | Ultra Clean Holdings Inc | $0 | 0.00% | 0 | -111,441 | -100.0% | -$282.28万 | 清仓 |
| — | Select Med Holdings Corp | $0 | 0.00% | 0 | -186,250 | -100.0% | -$276.58万 | 清仓 |
| PLUS | ePlus Inc | $0 | 0.00% | 0 | -27,744 | -100.0% | -$243.31万 | 清仓 |
| ATEN | A10 Networks Inc | $0 | 0.00% | 0 | -120,897 | -100.0% | -$213.87万 | 清仓 |
| IIPR | Innovative Industrial Properti | $0 | 0.00% | 0 | -43,022 | -100.0% | -$203.75万 | 清仓 |
| — | Amicus Therapeutics Inc | $0 | 0.00% | 0 | -129,224 | -100.0% | -$184.01万 | 清仓 |
| CXW | Corecivic Inc | $0 | 0.00% | 0 | -87,257 | -100.0% | -$166.75万 | 清仓 |
| UTI | Universal Technical Inst Inc | $0 | 0.00% | 0 | -63,327 | -100.0% | -$165.47万 | 清仓 |
| — | Pinnacle Financial Partners In | $0 | 0.00% | 0 | -16,266 | -100.0% | -$155.19万 | 清仓 |
| OII | Oceaneering Intl Inc | $0 | 0.00% | 0 | -60,742 | -100.0% | -$145.96万 | 清仓 |
| — | Tri Pointe Group Inc | $0 | 0.00% | 0 | -40,700 | -100.0% | -$128.08万 | 清仓 |
| RARE | Ultragenyx Pharmaceutical Inc | $0 | 0.00% | 0 | -42,302 | -100.0% | -$97.29万 | 清仓 |
| USFD | US Foods Holding Corp | $0 | 0.00% | 0 | -12,360 | -100.0% | -$93.10万 | 清仓 |
| IART | Integra Lifesciences Hldgs Cp | $0 | 0.00% | 0 | -62,675 | -100.0% | -$77.84万 | 清仓 |
| ABT | Abbott Laboratories | $0 | 0.00% | 0 | -3,498 | -100.0% | -$43.83万 | 清仓 |
| — | Atkore Intl Group Inc | $0 | 0.00% | 0 | -5,640 | -100.0% | -$35.67万 | 清仓 |
| EQT | EQT Corp | $0 | 0.00% | 0 | -6,286 | -100.0% | -$33.69万 | 清仓 |
| GEV | GE Vernova Inc | $0 | 0.00% | 0 | -492 | -100.0% | -$32.16万 | 清仓 |
| — | AvalonBay Communities Inc | $0 | 0.00% | 0 | -1,709 | -100.0% | -$30.99万 | 清仓 |
| EXR | Extra Space Storage Inc | $0 | 0.00% | 0 | -2,321 | -100.0% | -$30.22万 | 清仓 |
| CMCSA | Comcast Corp | $0 | 0.00% | 0 | -7,597 | -100.0% | -$22.71万 | 清仓 |