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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA-Tencor Corp | $1.08亿 | 1.79% | 359,277 | -48,293 | -11.8% | -$1,457.05万 | 减仓 |
| AMAT | Applied Materials Inc | $1.01亿 | 1.67% | 139,749 | -30,041 | -17.7% | -$2,171.96万 | 减仓 |
| LRCX | Lam Research Corp New | $9,554.71万 | 1.58% | 220,495 | -41,813 | -15.9% | -$1,811.88万 | 减仓 |
| APH | Amphenol Corp | $9,315.41万 | 1.54% | 528,324 | 105,494 | 24.9% | $1,860.07万 | 加仓 |
| GOOGL | Alphabet Inc Cap Stock Cl A | $8,342.77万 | 1.38% | 233,449 | 25,694 | 12.4% | $918.23万 | 加仓 |
| DELL | Dell Technologies Inc Cl C | $8,288.04万 | 1.37% | 192,093 | -204,662 | -51.6% | -$8,830.35万 | 减仓 |
| DBX | DROPBOX INC | $8,255.21万 | 1.36% | 3,005,173 | 627,111 | 26.4% | $1,722.67万 | 加仓 |
| YOU | Clear Secure Inc Cl A | $8,254.19万 | 1.36% | 1,481,104 | 1,481,104 | — | $8,254.19万 | 新建仓 |
| ANET | Arista Networks Inc | $8,242.54万 | 1.36% | 485,198 | 53,533 | 12.4% | $909.42万 | 加仓 |
| JBL | Jabil Inc | $8,181.47万 | 1.35% | 212,241 | -14,806 | -6.5% | -$570.74万 | 减仓 |
| KEYS | Keysight Technologies Inc | $8,056.20万 | 1.33% | 230,131 | 24,580 | 12.0% | $860.47万 | 加仓 |
| CW | Curtiss-Wright Corp | $8,002.55万 | 1.32% | 105,608 | 15,563 | 17.3% | $1,179.30万 | 加仓 |
| TXN | Texas Instruments Inc | $7,929.02万 | 1.31% | 266,012 | -35,368 | -11.7% | -$1,054.21万 | 减仓 |
| SNX | Td Synnex Corporation | $7,780.74万 | 1.28% | 291,043 | -95,860 | -24.8% | -$2,562.72万 | 减仓 |
| SSNC | SS&C Technologies Holdings Inc | $7,757.71万 | 1.28% | 1,250,235 | 423,394 | 51.2% | $2,627.16万 | 加仓 |
| LMT | Lockheed Martin Corp | $7,561.30万 | 1.25% | 148,418 | 52,559 | 54.8% | $2,677.67万 | 加仓 |
| MSFT | Microsoft Corp | $7,530.53万 | 1.24% | 201,880 | 49,128 | 32.2% | $1,832.57万 | 加仓 |
| STX | Seagate Technology Hldngs PLC | $7,493.71万 | 1.24% | 77,655 | -64,226 | -45.3% | -$6,197.81万 | 减仓 |
| CPAY | Corpay Inc | $7,420.66万 | 1.22% | 222,662 | 40,321 | 22.1% | $1,343.78万 | 加仓 |
| FN | Fabrinet | $7,239.31万 | 1.19% | 128,795 | 13,245 | 11.5% | $744.47万 | 加仓 |
| ARW | Arrow Electrs Inc | $7,230.82万 | 1.19% | 338,823 | 338,823 | — | $7,230.82万 | 新建仓 |
| CSCO | Cisco Systems Inc | $7,187.28万 | 1.19% | 611,892 | -159,843 | -20.7% | -$1,877.52万 | 减仓 |
| NXT | Nextpower Inc | $7,156.39万 | 1.18% | 600,671 | 100,186 | 20.0% | $1,193.62万 | 加仓 |
| NTAP | NetApp Inc | $7,079.42万 | 1.17% | 457,445 | -109,038 | -19.2% | -$1,687.47万 | 减仓 |
| TEL | TE Connectivity PLC | $7,041.47万 | 1.16% | 349,262 | 82,396 | 30.9% | $1,661.19万 | 加仓 |
| ADSK | Autodesk Inc | $6,882.12万 | 1.14% | 353,982 | 117,589 | 49.7% | $2,286.17万 | 加仓 |
| LTH | Life Time Group Holdings Inc C | $4,322.18万 | 0.71% | 1,058,320 | -208,614 | -16.5% | -$851.98万 | 减仓 |
| RPRX | Royalty Pharma Plc Class A | $4,319.76万 | 0.71% | 770,422 | -120,418 | -13.5% | -$675.18万 | 减仓 |
| CCL | Carnival Corp Ltd Common Share | $4,149.40万 | 0.68% | 1,452,363 | 1,452,363 | — | $4,149.40万 | 新建仓 |
| DVA | DaVita Inc | $4,143.18万 | 0.68% | 186,227 | -55,101 | -22.8% | -$1,225.89万 | 减仓 |
| THC | Tenet Healthcare Corp New | $4,142.94万 | 0.68% | 221,453 | 60,478 | 37.6% | $1,131.42万 | 加仓 |
| EXPE | Expedia Group Inc | $4,002.99万 | 0.66% | 156,440 | 33,641 | 27.4% | $860.81万 | 加仓 |
| RGA | Reinsurance Group of America I | $3,815.79万 | 0.63% | 179,440 | 162,594 | 965.2% | $3,457.56万 | 加仓 |
| ALLY | Ally Financial Inc | $3,772.31万 | 0.62% | 820,960 | -41,056 | -4.8% | -$188.65万 | 减仓 |
| SYF | Synchrony Financial | $3,766.88万 | 0.62% | 495,316 | 20,959 | 4.4% | $159.39万 | 加仓 |
| RL | Ralph Lauren Corp | $3,755.27万 | 0.62% | 93,552 | -93 | -0.1% | -$3.73万 | 减仓 |
| PFG | Principal Financial Group Inc | $3,741.54万 | 0.62% | 347,146 | -43,206 | -11.1% | -$465.67万 | 减仓 |
| VSXY | Victorias Secret And Co Common | $3,729.42万 | 0.62% | 446,744 | 446,744 | — | $3,729.42万 | 新建仓 |
| TROW | T. Rowe Price Group Inc | $3,654.59万 | 0.60% | 321,452 | 6,454 | 2.0% | $73.38万 | 加仓 |
| VLY | Valley National Bancorp | $3,641.69万 | 0.60% | 2,485,793 | -126,504 | -4.8% | -$185.33万 | 减仓 |
| TPR | Tapestry Inc | $3,639.90万 | 0.60% | 248,661 | 2,014 | 0.8% | $29.48万 | 加仓 |
| ZION | Zions Bancorporation | $3,631.22万 | 0.60% | 524,818 | -19,425 | -3.6% | -$134.40万 | 减仓 |
| VOYA | Voya Financial Inc | $3,622.77万 | 0.60% | 400,173 | -39,062 | -8.9% | -$353.63万 | 减仓 |
| MUSA | Murphy USA Inc | $3,618.94万 | 0.60% | 67,158 | 67,158 | — | $3,618.94万 | 新建仓 |
| C | Citigroup Inc | $3,562.82万 | 0.59% | 254,560 | -18,194 | -6.7% | -$254.64万 | 减仓 |
| TSN | Tyson Foods Inc | $3,558.88万 | 0.59% | 621,639 | 59,451 | 10.6% | $340.36万 | 加仓 |
| GRMN | Garmin Ltd | $3,542.51万 | 0.58% | 149,133 | -2,115 | -1.4% | -$50.24万 | 减仓 |
| STT | State Street Corp | $3,540.16万 | 0.58% | 208,736 | -42,410 | -16.9% | -$719.27万 | 减仓 |
| PRU | Prudential Financial Inc | $3,510.50万 | 0.58% | 325,257 | 26,120 | 8.7% | $281.91万 | 加仓 |
| FOX | Fox Corporation | $3,504.68万 | 0.58% | 748,224 | 748,224 | — | $3,504.68万 | 新建仓 |
| UNM | Unum Group | $3,489.64万 | 0.58% | 390,340 | -28,492 | -6.8% | -$254.72万 | 减仓 |
| BOOT | Boot Barn Holdings Inc | $3,487.90万 | 0.58% | 212,327 | 15,074 | 7.6% | $247.62万 | 加仓 |
| BEN | Franklin Resources Inc | $3,487.48万 | 0.58% | 1,048,237 | -198,739 | -15.9% | -$661.20万 | 减仓 |
| CASY | Caseys General Stores Inc | $3,486.90万 | 0.58% | 43,872 | -8,012 | -15.4% | -$636.79万 | 减仓 |
| AN | AutoNation Inc | $3,473.70万 | 0.57% | 186,969 | 14,115 | 8.2% | $262.24万 | 加仓 |
| AER | AerCap Holdings NV | $3,467.81万 | 0.57% | 237,880 | 12,235 | 5.4% | $178.36万 | 加仓 |
| URBN | Urban Outfitters Inc | $3,457.20万 | 0.57% | 487,891 | -17,720 | -3.5% | -$125.56万 | 减仓 |
| MET | MetLife Inc | $3,453.49万 | 0.57% | 408,166 | -4,345 | -1.1% | -$36.76万 | 减仓 |
| DDS | Dillard's Inc | $3,451.53万 | 0.57% | 65,318 | 3,907 | 6.4% | $206.45万 | 加仓 |
| HIG | Hartford Insurance Group Inc C | $3,444.16万 | 0.57% | 259,897 | 23,441 | 9.9% | $310.64万 | 加仓 |
| HAS | Hasbro Inc | $3,425.15万 | 0.56% | 414,717 | 53,212 | 14.7% | $439.48万 | 加仓 |
| DIS | The Walt Disney Co | $3,388.66万 | 0.56% | 352,069 | 28,777 | 8.9% | $276.98万 | 加仓 |
| AMP | Ameriprise Financial Inc | $3,387.16万 | 0.56% | 73,833 | 9,307 | 14.4% | $426.97万 | 加仓 |
| ABBV | AbbVie Inc | $3,386.55万 | 0.56% | 134,579 | 9,380 | 7.5% | $236.04万 | 加仓 |
| GM | General Motors Co | $3,379.37万 | 0.56% | 438,424 | 19,575 | 4.7% | $150.88万 | 加仓 |
| FNF | Fidelity Natl Financial Inc | $3,357.76万 | 0.55% | 711,994 | 134,228 | 23.2% | $633.02万 | 加仓 |
| NYT | New York Times Co Cl A | $3,347.96万 | 0.55% | 478,416 | 33,552 | 7.5% | $234.80万 | 加仓 |
| CAH | Cardinal Health Inc | $3,320.71万 | 0.55% | 139,784 | 1,175 | 0.8% | $27.91万 | 加仓 |
| F | Ford Motor Co | $3,295.46万 | 0.54% | 2,370,837 | -281,334 | -10.6% | -$391.05万 | 减仓 |
| 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 |
| LVS | Las Vegas Sands Corp | $3,281.73万 | 0.54% | 710,484 | 101,891 | 16.7% | $470.63万 | 加仓 |
| GS | The Goldman Sachs Group Inc | $3,259.04万 | 0.54% | 32,224 | -4,236 | -11.6% | -$428.42万 | 减仓 |
| RVTY | Revvity Inc Com | $3,254.28万 | 0.54% | 292,493 | -1,818 | -0.6% | -$20.23万 | 减仓 |
| IVZ | Invesco Ltd | $3,188.07万 | 0.53% | 1,208,058 | -27,955 | -2.3% | -$73.77万 | 减仓 |
| JXN | Jackson Financial Inc Cl A | $3,177.75万 | 0.52% | 310,357 | 18,666 | 6.4% | $191.12万 | 加仓 |
| GIL | Gildan Activewear Inc | $3,164.75万 | 0.52% | 613,324 | 75,530 | 14.0% | $389.73万 | 加仓 |
| HALO | Halozyme Therapeutics Inc | $3,160.73万 | 0.52% | 403,824 | 403,824 | — | $3,160.73万 | 新建仓 |
| HCA | HCA Healthcare Inc | $3,158.42万 | 0.52% | 81,008 | 14,468 | 21.7% | $564.09万 | 加仓 |
| CNC | Centene Corp | $3,126.63万 | 0.52% | 487,090 | -258,935 | -34.7% | -$1,662.10万 | 减仓 |
| CVS | CVS Health Corp | $3,122.97万 | 0.52% | 301,882 | -58,261 | -16.2% | -$602.71万 | 减仓 |
| LH | Labcorp Holdings Inc | $3,070.87万 | 0.51% | 109,674 | 1,842 | 1.7% | $51.58万 | 加仓 |
| JAZZ | Jazz Pharmaceuticals plc | $3,049.21万 | 0.50% | 126,539 | -33,467 | -20.9% | -$806.45万 | 减仓 |
| BMY | Bristol-Myers Squibb Co | $3,042.66万 | 0.50% | 528,057 | 35,072 | 7.1% | $202.08万 | 加仓 |
| MO | Altria Group Inc | $3,008.94万 | 0.50% | 418,199 | -36,857 | -8.1% | -$265.19万 | 减仓 |
| COR | Cencora Inc Com | $2,988.66万 | 0.49% | 105,614 | 24,968 | 31.0% | $706.54万 | 加仓 |
| REGN | Regeneron Pharmaceuticals | $2,978.96万 | 0.49% | 47,775 | 8,063 | 20.3% | $502.76万 | 加仓 |
| GEHC | GE Healthcare Technologies Inc | $2,952.67万 | 0.49% | 461,283 | 100,462 | 27.8% | $643.06万 | 加仓 |
| VTRS | Viatris Inc | $2,947.66万 | 0.49% | 1,856,208 | -87,965 | -4.5% | -$139.69万 | 减仓 |
| MCK | McKesson Corp | $2,942.08万 | 0.49% | 38,937 | 7,141 | 22.5% | $539.57万 | 加仓 |
| SOLV | Solventum Corp | $2,926.73万 | 0.48% | 379,356 | -4,306 | -1.1% | -$33.22万 | 减仓 |
| ES | Eversource Energy | $2,546.79万 | 0.42% | 352,400 | 40,993 | 13.2% | $296.26万 | 加仓 |
| TKR | The Timken Co | $2,143.22万 | 0.35% | 147,483 | -23,893 | -13.9% | -$347.21万 | 减仓 |
| POR | Portland General Electric Co | $1,954.88万 | 0.32% | 377,171 | -64,824 | -14.7% | -$335.98万 | 减仓 |
| — | Gates Industrial Corp plc | $1,897.91万 | 0.31% | 678,551 | 32,065 | 5.0% | $89.69万 | 加仓 |
| ALSN | Allison Transmission Holdings | $1,652.06万 | 0.27% | 146,537 | 10,725 | 7.9% | $120.91万 | 加仓 |
| MATX | Matson Inc | $1,622.27万 | 0.27% | 84,392 | -4,872 | -5.5% | -$93.65万 | 减仓 |
| SR | Spire Inc | $1,621.41万 | 0.27% | 207,633 | -5,332 | -2.5% | -$41.64万 | 减仓 |
| AYI | Acuity Inc | $1,617.53万 | 0.27% | 42,944 | 3,478 | 8.8% | $131.00万 | 加仓 |
| ADT | ADT Inc | $1,587.82万 | 0.26% | 2,442,795 | 373,000 | 18.0% | $242.45万 | 加仓 |
| MLI | Mueller Industries Inc | $1,587.55万 | 0.26% | 129,143 | 2,097 | 1.7% | $25.78万 | 加仓 |