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 |
|---|---|---|---|---|---|---|---|---|
| SNX | Td Synnex Corporation | $6,527.44万 | 1.20% | 386,903 | -13,180 | -3.3% | -$222.36万 | 减仓 |
| DELL | Dell Technologies Inc Cl C | $6,511.94万 | 1.20% | 396,755 | -12,841 | -3.1% | -$210.76万 | 减仓 |
| CW | Curtiss-Wright Corp | $6,133.15万 | 1.13% | 90,045 | -21,485 | -19.3% | -$1,463.39万 | 减仓 |
| NXT | Nextpower Inc | $6,033.35万 | 1.11% | 500,485 | -139,195 | -21.8% | -$1,678.00万 | 减仓 |
| JBL | Jabil Inc | $6,031.05万 | 1.11% | 227,047 | -51,718 | -18.6% | -$1,373.79万 | 减仓 |
| FN | Fabrinet | $6,026.16万 | 1.11% | 115,550 | -5,148 | -4.3% | -$268.48万 | 减仓 |
| KLAC | KLA-Tencor Corp | $6,001.10万 | 1.11% | 40,757 | -12,108 | -22.9% | -$1,782.79万 | 减仓 |
| CSCO | Cisco Systems Inc | $5,987.89万 | 1.11% | 771,735 | -86,420 | -10.1% | -$670.53万 | 减仓 |
| GOOGL | Alphabet Inc Cap Stock Cl A | $5,974.20万 | 1.10% | 207,755 | -2,656 | -1.3% | -$76.38万 | 减仓 |
| TXN | Texas Instruments Inc | $5,850.99万 | 1.08% | 301,380 | 253,587 | 530.6% | $4,923.14万 | 加仓 |
| KEYS | Keysight Technologies Inc | $5,804.14万 | 1.07% | 205,551 | -91,268 | -30.7% | -$2,577.13万 | 减仓 |
| AMAT | Applied Materials Inc | $5,803.25万 | 1.07% | 169,790 | 168,229 | 10,777.0% | $5,749.90万 | 加仓 |
| NTAP | NetApp Inc | $5,800.22万 | 1.07% | 566,483 | 26,263 | 4.9% | $268.91万 | 加仓 |
| LMT | Lockheed Martin Corp | $5,793.62万 | 1.07% | 95,859 | 95,423 | 21,886.0% | $5,767.27万 | 加仓 |
| LDOS | Leidos Holdings Inc | $5,713.29万 | 1.05% | 367,367 | 11,543 | 3.2% | $179.52万 | 加仓 |
| ADSK | Autodesk Inc | $5,659.25万 | 1.04% | 236,393 | 42,940 | 22.2% | $1,027.98万 | 加仓 |
| MSFT | Microsoft Corp | $5,654.42万 | 1.04% | 152,752 | 21,637 | 16.5% | $800.94万 | 加仓 |
| LRCX | Lam Research Corp New | $5,604.47万 | 1.03% | 262,308 | -143,735 | -35.4% | -$3,071.04万 | 减仓 |
| SSNC | SS&C Technologies Holdings Inc | $5,586.96万 | 1.03% | 826,841 | 57,898 | 7.5% | $391.22万 | 加仓 |
| TEL | TE Connectivity PLC | $5,578.03万 | 1.03% | 266,866 | -3,396 | -1.3% | -$70.98万 | 减仓 |
| STX | Seagate Technology Hldngs PLC | $5,558.33万 | 1.03% | 141,881 | -65,250 | -31.5% | -$2,556.23万 | 减仓 |
| DBX | DROPBOX INC | $5,402.96万 | 1.00% | 2,378,062 | 132,672 | 5.9% | $301.43万 | 加仓 |
| CDNS | Cadence Design Systems Inc | $5,394.68万 | 1.00% | 194,144 | 21,696 | 12.6% | $602.87万 | 加仓 |
| APH | Amphenol Corp | $5,342.46万 | 0.99% | 422,830 | -47,250 | -10.1% | -$597.00万 | 减仓 |
| CPAY | Corpay Inc | $5,305.94万 | 0.98% | 182,341 | 182,341 | — | $5,305.94万 | 新建仓 |
| CTSH | Cognizant Technology Solutions | $5,300.77万 | 0.98% | 864,021 | 49,802 | 6.1% | $305.54万 | 加仓 |
| ANET | Arista Networks Inc | $5,299.98万 | 0.98% | 431,665 | -4,297 | -1.0% | -$52.76万 | 减仓 |
| PAYX | Paychex Inc | $5,195.26万 | 0.96% | 563,967 | 10,172 | 1.8% | $93.70万 | 加仓 |
| RPRX | Royalty Pharma Plc Class A | $4,273.36万 | 0.79% | 890,840 | -149,128 | -14.3% | -$715.37万 | 减仓 |
| CCL | Carnival Corp | $4,061.01万 | 0.75% | 1,569,169 | 147,550 | 10.4% | $381.86万 | 加仓 |
| CASY | Caseys General Stores Inc | $3,776.43万 | 0.70% | 51,884 | -12,948 | -20.0% | -$942.43万 | 减仓 |
| NYT | New York Times Co Cl A | $3,724.85万 | 0.69% | 444,864 | -52,811 | -10.6% | -$442.19万 | 减仓 |
| DVA | DaVita Inc | $3,708.97万 | 0.68% | 241,328 | -55,588 | -18.7% | -$854.33万 | 减仓 |
| TSN | Tyson Foods Inc | $3,601.94万 | 0.66% | 562,188 | 478,274 | 570.0% | $3,064.30万 | 加仓 |
| PFG | Principal Financial Group Inc | $3,517.46万 | 0.65% | 390,352 | -21,535 | -5.2% | -$194.05万 | 减仓 |
| DDS | Dillard's Inc | $3,513.38万 | 0.65% | 61,411 | 5,725 | 10.3% | $327.53万 | 加仓 |
| GRMN | Garmin Ltd | $3,509.10万 | 0.65% | 151,248 | -16,742 | -10.0% | -$388.43万 | 减仓 |
| TPR | Tapestry Inc | $3,480.44万 | 0.64% | 246,647 | -25,615 | -9.4% | -$361.45万 | 减仓 |
| BYD | Boyd Gaming Corp | $3,415.54万 | 0.63% | 415,617 | -20,138 | -4.6% | -$165.49万 | 减仓 |
| LTH | Life Time Group Holdings Inc C | $3,413.12万 | 0.63% | 1,266,934 | -29,036 | -2.2% | -$78.22万 | 减仓 |
| HAS | Hasbro Inc | $3,383.69万 | 0.62% | 361,505 | -49,451 | -12.0% | -$462.86万 | 减仓 |
| ALLY | Ally Financial Inc | $3,381.69万 | 0.62% | 862,016 | -14,535 | -1.7% | -$57.02万 | 减仓 |
| AN | AutoNation Inc | $3,375.15万 | 0.62% | 172,854 | 20,265 | 13.3% | $395.69万 | 加仓 |
| RF | Regions Financial Corp | $3,300.24万 | 0.61% | 1,263,493 | -68,221 | -5.1% | -$178.19万 | 减仓 |
| M | Macy's Inc | $3,289.11万 | 0.61% | 1,818,191 | 424,884 | 30.5% | $768.62万 | 加仓 |
| LVS | Las Vegas Sands Corp | $3,279.10万 | 0.61% | 608,593 | 96,776 | 18.9% | $521.43万 | 加仓 |
| UTHR | United Therapeutics Corp | $3,242.00万 | 0.60% | 54,673 | -6,014 | -9.9% | -$356.62万 | 减仓 |
| SYF | Synchrony Financial | $3,226.58万 | 0.60% | 474,357 | 47,214 | 11.1% | $321.15万 | 加仓 |
| RL | Ralph Lauren Corp | $3,221.29万 | 0.59% | 93,645 | -779 | -0.8% | -$26.80万 | 减仓 |
| VLY | Valley National Bancorp | $3,207.90万 | 0.59% | 2,612,297 | -205,429 | -7.3% | -$252.27万 | 减仓 |
| URBN | Urban Outfitters Inc | $3,203.05万 | 0.59% | 505,611 | 78,285 | 18.3% | $495.94万 | 加仓 |
| BKNG | Booking Holdings Inc | $3,201.95万 | 0.59% | 7,605 | 720 | 10.5% | $303.14万 | 加仓 |
| HIG | Hartford Insurance Group Inc C | $3,197.59万 | 0.59% | 236,456 | -8,658 | -3.5% | -$117.08万 | 减仓 |
| STT | State Street Corp | $3,178.50万 | 0.59% | 251,146 | -14,335 | -5.4% | -$181.42万 | 减仓 |
| HCA | HCA Healthcare Inc | $3,148.94万 | 0.58% | 66,540 | -8,315 | -11.1% | -$393.50万 | 减仓 |
| JNJ | Johnson & Johnson | $3,142.84万 | 0.58% | 128,573 | -11,332 | -8.1% | -$277.00万 | 减仓 |
| ZION | Zions Bancorporation | $3,135.93万 | 0.58% | 544,243 | -32,392 | -5.6% | -$186.64万 | 减仓 |
| GM | General Motors Co | $3,120.43万 | 0.58% | 418,849 | 1,285 | 0.3% | $9.57万 | 加仓 |
| DIS | The Walt Disney Co | $3,115.89万 | 0.58% | 323,292 | 15,781 | 5.1% | $152.10万 | 加仓 |
| AER | AerCap Holdings NV | $3,095.40万 | 0.57% | 225,645 | -8,559 | -3.7% | -$117.41万 | 减仓 |
| C | Citigroup Inc | $3,093.30万 | 0.57% | 272,754 | -42,950 | -13.6% | -$487.10万 | 减仓 |
| GS | The Goldman Sachs Group Inc | $3,084.48万 | 0.57% | 36,460 | -1,241 | -3.3% | -$104.99万 | 减仓 |
| JXN | Jackson Financial Inc Cl A | $3,083.76万 | 0.57% | 291,691 | -19,184 | -6.2% | -$202.81万 | 减仓 |
| REGN | Regeneron Pharmaceuticals | $3,068.31万 | 0.57% | 39,712 | -1,590 | -3.8% | -$122.85万 | 减仓 |
| F | Ford Motor Co | $3,060.61万 | 0.56% | 2,652,171 | 2,640,676 | 22,972.4% | $3,047.34万 | 加仓 |
| UNM | Unum Group | $3,058.73万 | 0.56% | 418,832 | -10,297 | -2.4% | -$75.20万 | 减仓 |
| THC | Tenet Healthcare Corp New | $3,037.76万 | 0.56% | 160,975 | -25,737 | -13.8% | -$485.68万 | 减仓 |
| JAZZ | Jazz Pharmaceuticals plc | $3,024.91万 | 0.56% | 160,006 | -28,872 | -15.3% | -$545.83万 | 减仓 |
| TFX | Teleflex Inc | $3,010.79万 | 0.56% | 251,717 | -830 | -0.3% | -$9.93万 | 减仓 |
| MO | Altria Group Inc | $3,002.91万 | 0.55% | 455,056 | -27,705 | -5.7% | -$182.83万 | 减仓 |
| IVZ | Invesco Ltd | $3,002.28万 | 0.55% | 1,236,013 | -29,852 | -2.4% | -$72.51万 | 减仓 |
| VOYA | Voya Financial Inc | $3,000.85万 | 0.55% | 439,235 | -7,755 | -1.7% | -$52.98万 | 减仓 |
| GIL | Gildan Activewear Inc | $2,992.82万 | 0.55% | 537,794 | -52,439 | -8.9% | -$291.82万 | 减仓 |
| BMY | Bristol-Myers Squibb Co | $2,989.95万 | 0.55% | 492,985 | -70,425 | -12.5% | -$427.13万 | 减仓 |
| BEN | Franklin Resources Inc | $2,945.36万 | 0.54% | 1,246,976 | -60,297 | -4.6% | -$142.42万 | 减仓 |
| CAH | Cardinal Health Inc | $2,928.95万 | 0.54% | 138,609 | -7,449 | -5.1% | -$157.40万 | 减仓 |
| PRU | Prudential Financial Inc | $2,922.27万 | 0.54% | 299,137 | 4,531 | 1.5% | $44.26万 | 加仓 |
| MET | MetLife Inc | $2,917.28万 | 0.54% | 412,511 | 17,467 | 4.4% | $123.53万 | 加仓 |
| BOOT | Boot Barn Holdings Inc | $2,886.99万 | 0.53% | 197,253 | 20,948 | 11.9% | $306.59万 | 加仓 |
| LH | Labcorp Holdings Inc | $2,877.07万 | 0.53% | 107,832 | -2,843 | -2.6% | -$75.85万 | 减仓 |
| AMP | Ameriprise Financial Inc | $2,867.54万 | 0.53% | 64,526 | 1,232 | 1.9% | $54.75万 | 加仓 |
| TROW | T. Rowe Price Group Inc | $2,839.39万 | 0.52% | 314,998 | 314,998 | — | $2,839.39万 | 新建仓 |
| EXPE | Expedia Group Inc | $2,835.31万 | 0.52% | 122,799 | -1,596 | -1.3% | -$36.85万 | 减仓 |
| MCK | McKesson Corp | $2,751.50万 | 0.51% | 31,796 | -1,588 | -4.8% | -$137.42万 | 减仓 |
| ABBV | AbbVie Inc | $2,722.95万 | 0.50% | 125,199 | 1,459 | 1.2% | $31.73万 | 加仓 |
| FNF | Fidelity Natl Financial Inc | $2,679.68万 | 0.49% | 577,766 | 12,474 | 2.2% | $57.85万 | 加仓 |
| VTRS | Viatris Inc | $2,626.58万 | 0.48% | 1,944,173 | -734,028 | -27.4% | -$991.67万 | 减仓 |
| CVS | CVS Health Corp | $2,586.55万 | 0.48% | 360,143 | 12,339 | 3.5% | $88.62万 | 加仓 |
| RVTY | Revvity Inc Com | $2,578.46万 | 0.48% | 294,311 | 294,311 | — | $2,578.46万 | 新建仓 |
| GEHC | GE Healthcare Technologies Inc | $2,568.32万 | 0.47% | 360,821 | 24,513 | 7.3% | $174.48万 | 加仓 |
| COR | Cencora Inc Com | $2,533.41万 | 0.47% | 80,646 | -749 | -0.9% | -$23.53万 | 减仓 |
| SOLV | Solventum Corp | $2,505.31万 | 0.46% | 383,662 | 53,144 | 16.1% | $347.03万 | 加仓 |
| CNC | Centene Corp | $2,442.49万 | 0.45% | 746,025 | 746,025 | — | $2,442.49万 | 新建仓 |
| POR | Portland General Electric Co | $2,332.41万 | 0.43% | 441,995 | 338,801 | 328.3% | $1,787.85万 | 加仓 |
| ES | Eversource Energy | $2,157.43万 | 0.40% | 311,407 | 202,024 | 184.7% | $1,399.62万 | 加仓 |
| SR | Spire Inc | $1,928.19万 | 0.36% | 212,965 | 179,309 | 532.8% | $1,623.46万 | 加仓 |
| APA | APA Corporation | $1,909.79万 | 0.35% | 449,997 | 301,524 | 203.1% | $1,279.67万 | 加仓 |
| FE | FirstEnergy Corp | $1,804.87万 | 0.33% | 356,271 | -10,616 | -2.9% | -$53.78万 | 减仓 |
| VZ | Verizon Communications Inc | $1,770.81万 | 0.33% | 352,751 | -66,365 | -15.8% | -$333.15万 | 减仓 |
| MUR | Murphy Oil Corp | $1,764.16万 | 0.33% | 427,674 | 27,370 | 6.8% | $112.90万 | 加仓 |