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 |
|---|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC | $3,649.01万 | 0.11% | 70,316 | -1,145 | -1.6% | -$59.42万 | 减仓 |
| IRMD | IRADIMED CORP | $3,793.56万 | 0.12% | 396,982 | 47,666 | 13.6% | $455.50万 | 加仓 |
| STRL | STERLING INFRASTRUCT | $3,804.90万 | 0.12% | 45,331 | 45,331 | — | $3,804.90万 | 新建仓 |
| IBM | INTL BUSINESS MCHN | $3,827.41万 | 0.12% | 136,105 | 34,142 | 33.5% | $960.11万 | 加仓 |
| GCT | GIGACLOUD TECHNOLOGY | $3,888.11万 | 0.12% | 1,230,413 | -34,511 | -2.7% | -$109.05万 | 减仓 |
| RSP | INVESCO EXCHANGETRAD | $3,983.69万 | 0.12% | 187,178 | 100,946 | 117.1% | $2,148.42万 | 加仓 |
| IJH | ISHARES TRUST | $4,046.40万 | 0.13% | 525,121 | 379,455 | 260.5% | $2,923.95万 | 加仓 |
| AMAT | APPLIED MATERIALS | $4,046.42万 | 0.13% | 55,967 | -2,772 | -4.7% | -$200.42万 | 减仓 |
| IWM | ISHARES | $4,049.45万 | 0.13% | 134,826 | -226,825 | -62.7% | -$6,812.60万 | 减仓 |
| NCNO | NCINO INC | $4,123.15万 | 0.13% | 2,521,806 | -2,618,850 | -50.9% | -$4,281.82万 | 减仓 |
| CDNL | CARDINAL INFRASTRUCT | $4,289.55万 | 0.13% | 455,366 | 455,366 | — | $4,289.55万 | 新建仓 |
| SHOP | SHOPIFY INC | $4,308.26万 | 0.13% | 377,321 | -4,757 | -1.2% | -$54.32万 | 减仓 |
| IDXX | IDEXX LABS INC | $4,374.95万 | 0.14% | 83,104 | -17,736 | -17.6% | -$933.70万 | 减仓 |
| NRC | NRC HEALTH | $4,379.77万 | 0.14% | 2,030,492 | -605,863 | -23.0% | -$1,306.85万 | 减仓 |
| BNY | BANK OF NEW YORK MEL | $4,449.84万 | 0.14% | 307,713 | -18,469 | -5.7% | -$267.08万 | 减仓 |
| FTS | FORTIS INC | $4,496.30万 | 0.14% | 785,654 | -4,792 | -0.6% | -$27.42万 | 减仓 |
| PNC | PNC FINL SVCS GRP | $4,592.00万 | 0.14% | 186,499 | -26,172 | -12.3% | -$644.41万 | 减仓 |
| RDDT | REDDIT INC | $4,597.49万 | 0.14% | 264,863 | -15,873 | -5.7% | -$275.52万 | 减仓 |
| QQQM | INVESCO | $4,731.75万 | 0.15% | 156,057 | 3,577 | 2.3% | $108.46万 | 加仓 |
| IWR | ISHARES | $5,040.20万 | 0.16% | 456,804 | -268,653 | -37.0% | -$2,964.21万 | 减仓 |
| MAR | MARRIOTT INTL INC | $5,042.23万 | 0.16% | 136,059 | 10,530 | 8.4% | $390.23万 | 加仓 |
| DFH | DREAM FINDERS HOMES | $5,302.44万 | 0.16% | 3,072,095 | -1,196,285 | -28.0% | -$2,064.79万 | 减仓 |
| BSY | BENTLEY SYS INC | $5,374.97万 | 0.17% | 1,798,251 | -5,261,095 | -74.5% | -$1.57亿 | 减仓 |
| APPF | APPFOLIO INC | $5,641.87万 | 0.18% | 351,847 | -102,616 | -22.6% | -$1,645.45万 | 减仓 |
| MDLN | MEDLINE INC | $5,753.04万 | 0.18% | 1,458,681 | 227,937 | 18.5% | $898.98万 | 加仓 |
| AVGO | BROADCOM INC | $5,759.51万 | 0.18% | 152,468 | 5,637 | 3.8% | $212.94万 | 加仓 |
| USPH | U S PHYSICAL THERAPY | $5,814.96万 | 0.18% | 846,674 | -219,182 | -20.6% | -$1,505.34万 | 减仓 |
| LAMR | LAMAR ADVERTISING | $5,828.33万 | 0.18% | 373,658 | -8,445 | -2.2% | -$131.73万 | 减仓 |
| AAPL | APPLE INC | $6,058.65万 | 0.19% | 209,381 | -19,518 | -8.5% | -$564.77万 | 减仓 |
| FICO | FAIR ISAAC INC | $6,152.20万 | 0.19% | 51,492 | -8,941 | -14.8% | -$1,068.26万 | 减仓 |
| FIZZ | NATL BEVERAGE CORP | $6,355.41万 | 0.20% | 2,036,990 | -301,019 | -12.9% | -$939.18万 | 减仓 |
| META | META PLATFORMS INC | $6,738.84万 | 0.21% | 119,633 | -6,733 | -5.3% | -$379.27万 | 减仓 |
| SNOW | SNOWFLAKE INC | $7,299.10万 | 0.23% | 286,801 | -4,331 | -1.5% | -$110.22万 | 减仓 |
| OLLI | OLLIES BARGAIN OUT | $7,494.55万 | 0.23% | 974,837 | -2,313,460 | -70.4% | -$1.78亿 | 减仓 |
| EVTC | EVERTEC INC | $7,539.30万 | 0.23% | 2,713,930 | -346,815 | -11.3% | -$963.45万 | 减仓 |
| TBBB | BBB FOODS INC | $7,728.05万 | 0.24% | 1,854,584 | 185,689 | 11.1% | $773.77万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY | $7,786.82万 | 0.24% | 261,399 | 214,977 | 463.1% | $6,403.95万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $7,811.92万 | 0.24% | 220,321 | 46,985 | 27.1% | $1,665.95万 | 加仓 |
| LLY | LILLY ELI & CO | $7,836.84万 | 0.24% | 65,338 | -6,358 | -8.9% | -$762.60万 | 减仓 |
| BRC | BRADY CORP | $8,544.25万 | 0.27% | 933,084 | -27,340 | -2.8% | -$250.35万 | 减仓 |
| KFRC | KFORCE INC | $8,587.90万 | 0.27% | 1,830,328 | -134,023 | -6.8% | -$628.84万 | 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 |
| RYAN | RYAN SPECIALTY HLD | $8,849.11万 | 0.27% | 2,343,513 | -661,939 | -22.0% | -$2,499.48万 | 减仓 |
| NET | CLOUDFLARE INC | $9,016.14万 | 0.28% | 367,585 | -168,799 | -31.5% | -$4,140.31万 | 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 |
| UNF | UNIFIRST CORP MASS | $9,143.26万 | 0.28% | 345,733 | -34,315 | -9.0% | -$907.50万 | 减仓 |
| SFBS | SERVISFIRST BANCSH | $9,331.40万 | 0.29% | 1,075,666 | -284,337 | -20.9% | -$2,466.62万 | 减仓 |
| KNSL | KINSALE CAPITAL GR | $9,455.01万 | 0.29% | 286,680 | -41,982 | -12.8% | -$1,384.61万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CR | $9,654.39万 | 0.30% | 11,438,848 | -875,296 | -7.1% | -$738.75万 | 减仓 |
| CSW | CSW INDUSTRIALS IN | $9,693.19万 | 0.30% | 348,300 | -27,133 | -7.2% | -$755.11万 | 减仓 |
| DDOG | DATADOG INC | $9,699.30万 | 0.30% | 372,534 | -3,819 | -1.0% | -$99.43万 | 减仓 |
| KLAC | KLA CORPORATION | $9,871.16万 | 0.31% | 327,173 | 17,813 | 5.8% | $537.44万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $9,877.92万 | 0.31% | 1,451,696 | 415,153 | 40.1% | $2,824.87万 | 加仓 |
| SYBT | STOCK YARDS BANC | $9,883.04万 | 0.31% | 1,292,407 | -34,420 | -2.6% | -$263.21万 | 减仓 |
| CHH | CHOICE HOTELS INTL | $1.01亿 | 0.31% | 917,152 | -2,304,589 | -71.5% | -$2.54亿 | 减仓 |
| V | VISA INC | $1.03亿 | 0.32% | 299,747 | 4,794 | 1.6% | $164.48万 | 加仓 |
| FFIN | FIRST FINL BKSH | $1.04亿 | 0.32% | 3,016,254 | -232,145 | -7.1% | -$803.22万 | 减仓 |
| GSHD | GOOSEHEAD INS INC | $1.05亿 | 0.33% | 2,168,930 | -89,251 | -4.0% | -$432.87万 | 减仓 |
| GTY | GETTY RLTY CORP NEW | $1.06亿 | 0.33% | 3,182,915 | -251,417 | -7.3% | -$838.73万 | 减仓 |
| PNR | PENTAIR PLC | $1.08亿 | 0.34% | 1,410,448 | -104,291 | -6.9% | -$799.49万 | 减仓 |
| TFIN | TRIUMPH FINANCIAL | $1.09亿 | 0.34% | 1,423,285 | -541,290 | -27.6% | -$4,130.58万 | 减仓 |
| EPAC | ENERPAC TOOL GROUP | $1.09亿 | 0.34% | 3,031,635 | -697,318 | -18.7% | -$2,500.58万 | 减仓 |
| AAON | AAON INC | $1.12亿 | 0.35% | 878,950 | -185,195 | -17.4% | -$2,349.38万 | 减仓 |
| CHRW | C H ROBINSON WLDWIDE | $1.14亿 | 0.35% | 603,084 | -41,317 | -6.4% | -$778.16万 | 减仓 |
| FUL | FULLER H B CO | $1.17亿 | 0.36% | 2,001,727 | -77,161 | -3.7% | -$449.77万 | 减仓 |
| AMZN | AMAZON COM INC | $1.18亿 | 0.37% | 495,610 | -11,309 | -2.2% | -$269.54万 | 减仓 |
| MSCI | MSCI INC | $1.25亿 | 0.39% | 223,718 | -14,700 | -6.2% | -$823.26万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $1.36亿 | 0.42% | 756,992 | -90,136 | -10.6% | -$1,618.21万 | 减仓 |
| MANH | MANHATTAN ASSOCS IN | $1.41亿 | 0.44% | 1,015,310 | -79,415 | -7.3% | -$1,105.85万 | 减仓 |
| CAKE | CHEESECAKE FACTORY | $1.43亿 | 0.44% | 1,792,513 | -199,562 | -10.0% | -$1,587.32万 | 减仓 |
| JBTM | JBT MAREL CORPORATIO | $1.43亿 | 0.44% | 985,898 | -86,559 | -8.1% | -$1,255.11万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS | $1.43亿 | 0.45% | 894,083 | -90,237 | -9.2% | -$1,447.58万 | 减仓 |
| GOOGL | ALPHABET INC | $1.48亿 | 0.46% | 415,147 | -10,199 | -2.4% | -$364.48万 | 减仓 |
| BOH | BANK HAWAII CORP | $1.49亿 | 0.46% | 1,834,566 | -164,815 | -8.2% | -$1,343.08万 | 减仓 |
| ODFL | OLD DOMINION FGHT | $1.51亿 | 0.47% | 698,146 | -246,148 | -26.1% | -$5,331.57万 | 减仓 |
| WDFC | WD 40 CO | $1.53亿 | 0.48% | 629,021 | -5,313 | -0.8% | -$129.45万 | 减仓 |
| WMS | ADVANCED DRAINAGE | $1.62亿 | 0.50% | 1,035,255 | -71,168 | -6.4% | -$1,117.05万 | 减仓 |
| APH | AMPHENOL CORPORATION | $1.74亿 | 0.54% | 984,286 | -469,010 | -32.3% | -$8,269.59万 | 减仓 |
| ROST | ROSS STORES INC | $1.75亿 | 0.54% | 822,460 | -45,392 | -5.2% | -$966.17万 | 减仓 |
| APAM | ARTISAN PARTNERS A | $1.79亿 | 0.55% | 5,171,453 | -392,929 | -7.1% | -$1,356.78万 | 减仓 |
| NVDA | NVIDIA CORP | $1.79亿 | 0.56% | 895,334 | -52,170 | -5.5% | -$1,043.87万 | 减仓 |
| ROAD | CONSTRUCTION PARTNRS | $1.81亿 | 0.56% | 1,525,495 | -145,626 | -8.7% | -$1,729.60万 | 减仓 |
| LCII | LCI INDUSTRIES | $1.84亿 | 0.57% | 1,741,056 | -178,217 | -9.3% | -$1,886.96万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CP | $1.88亿 | 0.58% | 2,166,247 | -1,051,195 | -32.7% | -$9,102.30万 | 减仓 |
| TRMB | TRIMBLE INC | $1.96亿 | 0.61% | 3,825,521 | 136,061 | 3.7% | $696.36万 | 加仓 |
| HEI/A | HEICO CORP NEW | $1.97亿 | 0.61% | 764,540 | -48,662 | -6.0% | -$1,255.04万 | 减仓 |
| MDY | STATE STREET SPDR S& | $1.99亿 | 0.62% | 283,087 | -15,679 | -5.2% | -$1,101.89万 | 减仓 |
| HWKN | HAWKINS INC | $2.03亿 | 0.63% | 1,428,012 | -98,043 | -6.4% | -$1,393.19万 | 减仓 |
| BFAM | BRIGHT HORIZONS FA | $2.04亿 | 0.63% | 2,879,905 | -964,017 | -25.1% | -$6,832.95万 | 减仓 |
| ALH | ALLIANCE LAUNDRY | $2.10亿 | 0.65% | 7,902,667 | -1,554,187 | -16.4% | -$4,121.70万 | 减仓 |
| IVV | ISHARES TRUST | $2.22亿 | 0.69% | 295,817 | -2,436 | -0.8% | -$182.85万 | 减仓 |
| SITE | SITEONE LANDSCAPE | $2.34亿 | 0.73% | 2,048,143 | -438,575 | -17.6% | -$5,017.74万 | 减仓 |
| EXPO | EXPONET INC | $2.35亿 | 0.73% | 3,995,684 | 109,376 | 2.8% | $642.69万 | 加仓 |
| HLNE | HAMILTON LANE INC | $2.41亿 | 0.75% | 3,053,076 | -362,074 | -10.6% | -$2,854.23万 | 减仓 |
| DCI | DONALDSON INC | $2.50亿 | 0.78% | 2,782,815 | -141,379 | -4.8% | -$1,269.16万 | 减仓 |
| WAB | WABTEC | $2.51亿 | 0.78% | 932,034 | -124,760 | -11.8% | -$3,363.53万 | 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 |
| ZBRA | ZEBRA TECHNOLOGIES | $2.59亿 | 0.81% | 985,717 | -141,142 | -12.5% | -$3,715.70万 | 减仓 |
| TTAN | SERVICETITAN | $2.65亿 | 0.82% | 3,751,462 | -1,117,567 | -23.0% | -$7,902.32万 | 减仓 |
| BANF | BANCFIRST CORP | $2.66亿 | 0.83% | 2,390,554 | -199,535 | -7.7% | -$2,217.43万 | 减仓 |