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 |
|---|---|---|---|---|---|---|---|---|
| UFPI | UFP INDUSTRIES INC | $2.71亿 | 0.84% | 2,989,380 | -198,300 | -6.2% | -$1,799.37万 | 减仓 |
| THO | THOR INDS INC | $2.72亿 | 0.85% | 3,624,570 | -665,155 | -15.5% | -$4,999.31万 | 减仓 |
| WST | WEST PHARMACEUT SVS | $2.73亿 | 0.85% | 760,622 | -97,676 | -11.4% | -$3,506.57万 | 减仓 |
| CRVL | CORVEL CORP | $2.85亿 | 0.88% | 4,551,195 | -319,794 | -6.6% | -$1,999.35万 | 减仓 |
| MPWR | MONOLITHIC POWER | $2.85亿 | 0.89% | 206,130 | -60,540 | -22.7% | -$8,368.84万 | 减仓 |
| AME | AMETEK INC | $2.89亿 | 0.90% | 1,196,133 | -123,795 | -9.4% | -$2,995.10万 | 减仓 |
| GGG | GRACO INC | $2.90亿 | 0.90% | 3,831,756 | -311,758 | -7.5% | -$2,357.20万 | 减仓 |
| ALGN | ALIGN TECH INC | $2.92亿 | 0.91% | 1,733,484 | -169,421 | -8.9% | -$2,857.46万 | 减仓 |
| EFX | EQUIFAX INC | $3.00亿 | 0.93% | 1,888,519 | -395,678 | -17.3% | -$6,280.20万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $3.25亿 | 1.01% | 2,426,619 | -215,527 | -8.2% | -$2,890.86万 | 减仓 |
| KAI | KADANT | $3.38亿 | 1.05% | 1,075,244 | -86,351 | -7.4% | -$2,713.41万 | 减仓 |
| GMED | GLOBUS MED INC | $3.38亿 | 1.05% | 4,279,730 | 4,279,730 | — | $3.38亿 | 新建仓 |
| FHB | FIRST HAWAIIAN | $3.38亿 | 1.05% | 11,542,827 | -746,134 | -6.1% | -$2,186.17万 | 减仓 |
| ROL | ROLLINS INC | $3.43亿 | 1.06% | 8,211,517 | -1,489,921 | -15.4% | -$6,218.93万 | 减仓 |
| SAIA | SAIA INC | $3.43亿 | 1.06% | 813,962 | -172,859 | -17.5% | -$7,280.13万 | 减仓 |
| MC | MOELIS & COMPANY | $3.54亿 | 1.10% | 5,412,938 | -364,835 | -6.3% | -$2,386.75万 | 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 |
| RLI | RLI CORP | $3.98亿 | 1.24% | 6,737,775 | -266,368 | -3.8% | -$1,573.44万 | 减仓 |
| LPLA | LPL FINANCIAL HLDGS | $4.04亿 | 1.26% | 1,434,522 | -245,568 | -14.6% | -$6,917.16万 | 减仓 |
| IBP | INSTALLED BUILDING | $4.23亿 | 1.31% | 1,840,712 | 27,911 | 1.5% | $641.51万 | 加仓 |
| LII | LENNOX INTL INC | $4.24亿 | 1.32% | 739,856 | -135,312 | -15.5% | -$7,752.70万 | 减仓 |
| FCN | FTI CONSULTING INC | $4.47亿 | 1.39% | 3,001,740 | -255,165 | -7.8% | -$3,802.21万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOL | $4.49亿 | 1.40% | 8,892,334 | -1,958,233 | -18.0% | -$9,894.95万 | 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 |
| WSO | WATSCO INC | $4.73亿 | 1.47% | 1,134,361 | -194,844 | -14.7% | -$8,119.74万 | 减仓 |
| ALLE | ALLEGION PLC | $4.76亿 | 1.48% | 3,390,592 | -244,676 | -6.7% | -$3,437.45万 | 减仓 |
| ULS | UL SOLUTIONS INC. | $4.78亿 | 1.49% | 4,694,443 | -704,153 | -13.0% | -$7,172.50万 | 减仓 |
| EME | EMCOR GROUP INC | $5.09亿 | 1.58% | 613,035 | -93,931 | -13.3% | -$7,795.16万 | 减仓 |
| NDSN | NORDSON CORP | $5.17亿 | 1.61% | 1,713,620 | -331,495 | -16.2% | -$1.00亿 | 减仓 |
| POOL | POOL CORPORATION | $5.53亿 | 1.72% | 2,574,364 | -275,831 | -9.7% | -$5,927.61万 | 减仓 |
| IBKR | INTERACTIVE BROKERS | $5.54亿 | 1.72% | 6,365,531 | -3,650,684 | -36.4% | -$3.18亿 | 减仓 |
| LSTR | LANDSTAR SYS INC | $6.38亿 | 1.98% | 3,087,226 | -345,017 | -10.1% | -$7,135.30万 | 减仓 |
| GOLF | ACUSHNET HOLDINGS | $6.44亿 | 2.00% | 5,430,746 | -494,072 | -8.3% | -$5,856.24万 | 减仓 |
| TDY | TELEDYNE TECH INC | $6.78亿 | 2.11% | 1,016,296 | -183,799 | -15.3% | -$1.23亿 | 减仓 |
| TTC | TORO CO | $6.95亿 | 2.16% | 7,138,147 | -784,995 | -9.9% | -$7,647.42万 | 减仓 |
| JKHY | JACK HENRY & ASSOCIA | $7.18亿 | 2.23% | 5,213,188 | -246,452 | -4.5% | -$3,394.63万 | 减仓 |
| SSD | SIMPSON MANUFACTURIN | $7.47亿 | 2.32% | 3,568,049 | -317,400 | -8.2% | -$6,644.77万 | 减仓 |
| WTS | WATTS WATER TECH | $7.77亿 | 2.41% | 1,984,087 | -143,227 | -6.7% | -$5,606.62万 | 减仓 |
| RBC | RBC BEARINGS INC | $7.78亿 | 2.42% | 1,208,607 | -115,874 | -8.7% | -$7,462.98万 | 减仓 |
| PRI | PRIMERICA INC | $7.87亿 | 2.44% | 2,768,511 | -303,079 | -9.9% | -$8,613.51万 | 减仓 |