KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
LOS ANGELES CA · SEC CIK 0001021223
$321.97亿2026Q2 申报市值
964持仓数
21.8%前十大占比 · 第一大 2.4%
82 / 76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
GMED 新建仓+$3.38亿
MRVL 加仓+$6,403.95万
CDNL 新建仓+$4,289.55万
STRL 新建仓+$3,804.90万
SMLF 新建仓+$3,523.98万
2026Q2 卖出最多 按季末市值估算
IBKR 减仓-$3.18亿
CHH 减仓-$2.54亿
OLLI 减仓-$1.78亿
BSY 减仓-$1.57亿
TDY 减仓-$1.23亿
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 |
|---|---|---|---|---|---|---|---|---|
| PRI | PRIMERICA INC | $7.87亿 | 2.44% | 2,768,511 | -303,079 | -9.9% | -$8,613.51万 | 减仓 |
| RBC | RBC BEARINGS INC | $7.78亿 | 2.42% | 1,208,607 | -115,874 | -8.7% | -$7,462.98万 | 减仓 |
| WTS | WATTS WATER TECH | $7.77亿 | 2.41% | 1,984,087 | -143,227 | -6.7% | -$5,606.62万 | 减仓 |
| SSD | SIMPSON MANUFACTURIN | $7.47亿 | 2.32% | 3,568,049 | -317,400 | -8.2% | -$6,644.77万 | 减仓 |
| JKHY | JACK HENRY & ASSOCIA | $7.18亿 | 2.23% | 5,213,188 | -246,452 | -4.5% | -$3,394.63万 | 减仓 |
| TTC | TORO CO | $6.95亿 | 2.16% | 7,138,147 | -784,995 | -9.9% | -$7,647.42万 | 减仓 |
| TDY | TELEDYNE TECH INC | $6.78亿 | 2.11% | 1,016,296 | -183,799 | -15.3% | -$1.23亿 | 减仓 |
| GOLF | ACUSHNET HOLDINGS | $6.44亿 | 2.00% | 5,430,746 | -494,072 | -8.3% | -$5,856.24万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $6.38亿 | 1.98% | 3,087,226 | -345,017 | -10.1% | -$7,135.30万 | 减仓 |
| IBKR | INTERACTIVE BROKERS | $5.54亿 | 1.72% | 6,365,531 | -3,650,684 | -36.4% | -$3.18亿 | 减仓 |
| POOL | POOL CORPORATION | $5.53亿 | 1.72% | 2,574,364 | -275,831 | -9.7% | -$5,927.61万 | 减仓 |
| NDSN | NORDSON CORP | $5.17亿 | 1.61% | 1,713,620 | -331,495 | -16.2% | -$1.00亿 | 减仓 |
| EME | EMCOR GROUP INC | $5.09亿 | 1.58% | 613,035 | -93,931 | -13.3% | -$7,795.16万 | 减仓 |
| ULS | UL SOLUTIONS INC. | $4.78亿 | 1.49% | 4,694,443 | -704,153 | -13.0% | -$7,172.50万 | 减仓 |
| ALLE | ALLEGION PLC | $4.76亿 | 1.48% | 3,390,592 | -244,676 | -6.7% | -$3,437.45万 | 减仓 |
| WSO | WATSCO INC | $4.73亿 | 1.47% | 1,134,361 | -194,844 | -14.7% | -$8,119.74万 | 减仓 |
| WRB | BERKLEY W R CORP | $4.50亿 | 1.40% | 6,377,064 | -1,395,149 | -18.0% | -$9,839.99万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOL | $4.49亿 | 1.40% | 8,892,334 | -1,958,233 | -18.0% | -$9,894.95万 | 减仓 |
| FCN | FTI CONSULTING INC | $4.47亿 | 1.39% | 3,001,740 | -255,165 | -7.8% | -$3,802.21万 | 减仓 |
| LII | LENNOX INTL INC | $4.24亿 | 1.32% | 739,856 | -135,312 | -15.5% | -$7,752.70万 | 减仓 |
| IBP | INSTALLED BUILDING | $4.23亿 | 1.31% | 1,840,712 | 27,911 | 1.5% | $641.51万 | 加仓 |
| LPLA | LPL FINANCIAL HLDGS | $4.04亿 | 1.26% | 1,434,522 | -245,568 | -14.6% | -$6,917.16万 | 减仓 |
| RLI | RLI CORP | $3.98亿 | 1.24% | 6,737,775 | -266,368 | -3.8% | -$1,573.44万 | 减仓 |
| COO | COOPER COMPANIES INC | $3.89亿 | 1.21% | 5,430,282 | -1,186,395 | -17.9% | -$8,507.64万 | 减仓 |
| MC | MOELIS & COMPANY | $3.54亿 | 1.10% | 5,412,938 | -364,835 | -6.3% | -$2,386.75万 | 减仓 |
| SAIA | SAIA INC | $3.43亿 | 1.06% | 813,962 | -172,859 | -17.5% | -$7,280.13万 | 减仓 |
| ROL | ROLLINS INC | $3.43亿 | 1.06% | 8,211,517 | -1,489,921 | -15.4% | -$6,218.93万 | 减仓 |
| FHB | FIRST HAWAIIAN | $3.38亿 | 1.05% | 11,542,827 | -746,134 | -6.1% | -$2,186.17万 | 减仓 |
| GMED | GLOBUS MED INC | $3.38亿 | 1.05% | 4,279,730 | 4,279,730 | — | $3.38亿 | 新建仓 |
| KAI | KADANT | $3.38亿 | 1.05% | 1,075,244 | -86,351 | -7.4% | -$2,713.41万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $3.25亿 | 1.01% | 2,426,619 | -215,527 | -8.2% | -$2,890.86万 | 减仓 |
| EFX | EQUIFAX INC | $3.00亿 | 0.93% | 1,888,519 | -395,678 | -17.3% | -$6,280.20万 | 减仓 |
| ALGN | ALIGN TECH INC | $2.92亿 | 0.91% | 1,733,484 | -169,421 | -8.9% | -$2,857.46万 | 减仓 |
| GGG | GRACO INC | $2.90亿 | 0.90% | 3,831,756 | -311,758 | -7.5% | -$2,357.20万 | 减仓 |
| AME | AMETEK INC | $2.89亿 | 0.90% | 1,196,133 | -123,795 | -9.4% | -$2,995.10万 | 减仓 |
| MPWR | MONOLITHIC POWER | $2.85亿 | 0.89% | 206,130 | -60,540 | -22.7% | -$8,368.84万 | 减仓 |
| CRVL | CORVEL CORP | $2.85亿 | 0.88% | 4,551,195 | -319,794 | -6.6% | -$1,999.35万 | 减仓 |
| WST | WEST PHARMACEUT SVS | $2.73亿 | 0.85% | 760,622 | -97,676 | -11.4% | -$3,506.57万 | 减仓 |
| THO | THOR INDS INC | $2.72亿 | 0.85% | 3,624,570 | -665,155 | -15.5% | -$4,999.31万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $2.71亿 | 0.84% | 2,989,380 | -198,300 | -6.2% | -$1,799.37万 | 减仓 |
| BANF | BANCFIRST CORP | $2.66亿 | 0.83% | 2,390,554 | -199,535 | -7.7% | -$2,217.43万 | 减仓 |
| TTAN | SERVICETITAN | $2.65亿 | 0.82% | 3,751,462 | -1,117,567 | -23.0% | -$7,902.32万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES | $2.59亿 | 0.81% | 985,717 | -141,142 | -12.5% | -$3,715.70万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS | $2.59亿 | 0.81% | 2,974,555 | -571,154 | -16.1% | -$4,981.61万 | 减仓 |
| WAB | WABTEC | $2.51亿 | 0.78% | 932,034 | -124,760 | -11.8% | -$3,363.53万 | 减仓 |
| DCI | DONALDSON INC | $2.50亿 | 0.78% | 2,782,815 | -141,379 | -4.8% | -$1,269.16万 | 减仓 |
| HLNE | HAMILTON LANE INC | $2.41亿 | 0.75% | 3,053,076 | -362,074 | -10.6% | -$2,854.23万 | 减仓 |
| EXPO | EXPONET INC | $2.35亿 | 0.73% | 3,995,684 | 109,376 | 2.8% | $642.69万 | 加仓 |
| SITE | SITEONE LANDSCAPE | $2.34亿 | 0.73% | 2,048,143 | -438,575 | -17.6% | -$5,017.74万 | 减仓 |
| IVV | ISHARES TRUST | $2.22亿 | 0.69% | 295,817 | -2,436 | -0.8% | -$182.85万 | 减仓 |
| ALH | ALLIANCE LAUNDRY | $2.10亿 | 0.65% | 7,902,667 | -1,554,187 | -16.4% | -$4,121.70万 | 减仓 |
| BFAM | BRIGHT HORIZONS FA | $2.04亿 | 0.63% | 2,879,905 | -964,017 | -25.1% | -$6,832.95万 | 减仓 |
| HWKN | HAWKINS INC | $2.03亿 | 0.63% | 1,428,012 | -98,043 | -6.4% | -$1,393.19万 | 减仓 |
| MDY | STATE STREET SPDR S& | $1.99亿 | 0.62% | 283,087 | -15,679 | -5.2% | -$1,101.89万 | 减仓 |
| HEI/A | HEICO CORP NEW | $1.97亿 | 0.61% | 764,540 | -48,662 | -6.0% | -$1,255.04万 | 减仓 |
| TRMB | TRIMBLE INC | $1.96亿 | 0.61% | 3,825,521 | 136,061 | 3.7% | $696.36万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CP | $1.88亿 | 0.58% | 2,166,247 | -1,051,195 | -32.7% | -$9,102.30万 | 减仓 |
| LCII | LCI INDUSTRIES | $1.84亿 | 0.57% | 1,741,056 | -178,217 | -9.3% | -$1,886.96万 | 减仓 |
| ROAD | CONSTRUCTION PARTNRS | $1.81亿 | 0.56% | 1,525,495 | -145,626 | -8.7% | -$1,729.60万 | 减仓 |
| NVDA | NVIDIA CORP | $1.79亿 | 0.56% | 895,334 | -52,170 | -5.5% | -$1,043.87万 | 减仓 |
| APAM | ARTISAN PARTNERS A | $1.79亿 | 0.55% | 5,171,453 | -392,929 | -7.1% | -$1,356.78万 | 减仓 |
| ROST | ROSS STORES INC | $1.75亿 | 0.54% | 822,460 | -45,392 | -5.2% | -$966.17万 | 减仓 |
| APH | AMPHENOL CORPORATION | $1.74亿 | 0.54% | 984,286 | -469,010 | -32.3% | -$8,269.59万 | 减仓 |
| WMS | ADVANCED DRAINAGE | $1.62亿 | 0.50% | 1,035,255 | -71,168 | -6.4% | -$1,117.05万 | 减仓 |
| WDFC | WD 40 CO | $1.53亿 | 0.48% | 629,021 | -5,313 | -0.8% | -$129.45万 | 减仓 |
| ODFL | OLD DOMINION FGHT | $1.51亿 | 0.47% | 698,146 | -246,148 | -26.1% | -$5,331.57万 | 减仓 |
| BOH | BANK HAWAII CORP | $1.49亿 | 0.46% | 1,834,566 | -164,815 | -8.2% | -$1,343.08万 | 减仓 |
| GOOGL | ALPHABET INC | $1.48亿 | 0.46% | 415,147 | -10,199 | -2.4% | -$364.48万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS | $1.43亿 | 0.45% | 894,083 | -90,237 | -9.2% | -$1,447.58万 | 减仓 |
| JBTM | JBT MAREL CORPORATIO | $1.43亿 | 0.44% | 985,898 | -86,559 | -8.1% | -$1,255.11万 | 减仓 |
| CAKE | CHEESECAKE FACTORY | $1.43亿 | 0.44% | 1,792,513 | -199,562 | -10.0% | -$1,587.32万 | 减仓 |
| MANH | MANHATTAN ASSOCS IN | $1.41亿 | 0.44% | 1,015,310 | -79,415 | -7.3% | -$1,105.85万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $1.36亿 | 0.42% | 756,992 | -90,136 | -10.6% | -$1,618.21万 | 减仓 |
| MSCI | MSCI INC | $1.25亿 | 0.39% | 223,718 | -14,700 | -6.2% | -$823.26万 | 减仓 |
| AMZN | AMAZON COM INC | $1.18亿 | 0.37% | 495,610 | -11,309 | -2.2% | -$269.54万 | 减仓 |
| FUL | FULLER H B CO | $1.17亿 | 0.36% | 2,001,727 | -77,161 | -3.7% | -$449.77万 | 减仓 |
| CHRW | C H ROBINSON WLDWIDE | $1.14亿 | 0.35% | 603,084 | -41,317 | -6.4% | -$778.16万 | 减仓 |
| AAON | AAON INC | $1.12亿 | 0.35% | 878,950 | -185,195 | -17.4% | -$2,349.38万 | 减仓 |
| EPAC | ENERPAC TOOL GROUP | $1.09亿 | 0.34% | 3,031,635 | -697,318 | -18.7% | -$2,500.58万 | 减仓 |
| TFIN | TRIUMPH FINANCIAL | $1.09亿 | 0.34% | 1,423,285 | -541,290 | -27.6% | -$4,130.58万 | 减仓 |
| PNR | PENTAIR PLC | $1.08亿 | 0.34% | 1,410,448 | -104,291 | -6.9% | -$799.49万 | 减仓 |
| GTY | GETTY RLTY CORP NEW | $1.06亿 | 0.33% | 3,182,915 | -251,417 | -7.3% | -$838.73万 | 减仓 |
| GSHD | GOOSEHEAD INS INC | $1.05亿 | 0.33% | 2,168,930 | -89,251 | -4.0% | -$432.87万 | 减仓 |
| FFIN | FIRST FINL BKSH | $1.04亿 | 0.32% | 3,016,254 | -232,145 | -7.1% | -$803.22万 | 减仓 |
| V | VISA INC | $1.03亿 | 0.32% | 299,747 | 4,794 | 1.6% | $164.48万 | 加仓 |
| CHH | CHOICE HOTELS INTL | $1.01亿 | 0.31% | 917,152 | -2,304,589 | -71.5% | -$2.54亿 | 减仓 |
| SYBT | STOCK YARDS BANC | $9,883.04万 | 0.31% | 1,292,407 | -34,420 | -2.6% | -$263.21万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $9,877.92万 | 0.31% | 1,451,696 | 415,153 | 40.1% | $2,824.87万 | 加仓 |
| KLAC | KLA CORPORATION | $9,871.16万 | 0.31% | 327,173 | 17,813 | 5.8% | $537.44万 | 加仓 |
| DDOG | DATADOG INC | $9,699.30万 | 0.30% | 372,534 | -3,819 | -1.0% | -$99.43万 | 减仓 |
| CSW | CSW INDUSTRIALS IN | $9,693.19万 | 0.30% | 348,300 | -27,133 | -7.2% | -$755.11万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CR | $9,654.39万 | 0.30% | 11,438,848 | -875,296 | -7.1% | -$738.75万 | 减仓 |
| KNSL | KINSALE CAPITAL GR | $9,455.01万 | 0.29% | 286,680 | -41,982 | -12.8% | -$1,384.61万 | 减仓 |
| SFBS | SERVISFIRST BANCSH | $9,331.40万 | 0.29% | 1,075,666 | -284,337 | -20.9% | -$2,466.62万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $9,143.26万 | 0.28% | 345,733 | -34,315 | -9.0% | -$907.50万 | 减仓 |
| FIX | COMFORT SYS USA INC | $9,039.28万 | 0.28% | 45,608 | -12,385 | -21.4% | -$2,454.65万 | 减仓 |
| NET | CLOUDFLARE INC | $9,016.14万 | 0.28% | 367,585 | -168,799 | -31.5% | -$4,140.31万 | 减仓 |
| RYAN | RYAN SPECIALTY HLD | $8,849.11万 | 0.27% | 2,343,513 | -661,939 | -22.0% | -$2,499.48万 | 减仓 |
| PBH | PRESTIGE CONSUMER HE | $8,849.05万 | 0.27% | 1,872,023 | -330,583 | -15.0% | -$1,562.67万 | 减仓 |
| KFRC | KFORCE INC | $8,587.90万 | 0.27% | 1,830,328 | -134,023 | -6.8% | -$628.84万 | 减仓 |