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 |
|---|---|---|---|---|---|---|---|---|
| GLBE | GLOBAL E ONLINE LTD | $0 | 0.00% | 0 | -444,743 | -100.0% | -$1,372.03万 | 清仓 |
| NVEC | NVE CORP | $0 | 0.00% | 0 | -124,113 | -100.0% | -$812.94万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE | $0 | 0.00% | 0 | -1,071 | -100.0% | -$15.30万 | 清仓 |
| NIQ | NIQ GLOBAL INTEL | $0 | 0.00% | 0 | -9,039 | -100.0% | -$10.28万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -515 | -100.0% | -$7.23万 | 清仓 |
| JPEF | J P MORGAN | $0 | 0.00% | 0 | -714 | -100.0% | -$5.13万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -511 | -100.0% | -$3.74万 | 清仓 |
| FLOT | ISHARES | $0 | 0.00% | 0 | -500 | -100.0% | -$2.55万 | 清仓 |
| — | MACK CALI RLTY CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.89万 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | -79 | -100.0% | -$1.72万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -40 | -100.0% | -$8,680 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY | $0 | 0.00% | 0 | -17 | -100.0% | -$8,622 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -13 | -100.0% | -$8,259 | 清仓 |
| PAYC | PAYCOM SOFTWARE | $0 | 0.00% | 0 | -42 | -100.0% | -$5,105 | 清仓 |
| FTV | FORTIVE CORPORATION | $0 | 0.00% | 0 | -83 | -100.0% | -$4,588 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -55 | -100.0% | -$4,198 | 清仓 |
| CTSH | COGNIZANT TECH SOLNS | $0 | 0.00% | 0 | -60 | -100.0% | -$3,681 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -113 | -100.0% | -$2,944 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -44 | -100.0% | -$2,800 | 清仓 |
| CE | CELANESE CORP | $0 | 0.00% | 0 | -40 | -100.0% | -$2,631 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -50 | -100.0% | -$2,595 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE | $0 | 0.00% | 0 | -12 | -100.0% | -$2,514 | 清仓 |
| CNI | CDN NATL RAILWAY | $0 | 0.00% | 0 | -23 | -100.0% | -$2,364 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -11 | -100.0% | -$1,731 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,711 | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -67 | -100.0% | -$1,608 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -21 | -100.0% | -$1,587 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -109 | -100.0% | -$1,543 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,537 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS | $0 | 0.00% | 0 | -27 | -100.0% | -$1,446 | 清仓 |
| PRGO | PERRIGO CO | $0 | 0.00% | 0 | -129 | -100.0% | -$1,385 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$1,293 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -33 | -100.0% | -$1,171 | 清仓 |
| FG | F&G ANNUITIES & LIFE | $0 | 0.00% | 0 | -45 | -100.0% | -$1,143 | 清仓 |
| RAL | RALLIANT CORP | $0 | 0.00% | 0 | -27 | -100.0% | -$1,123 | 清仓 |
| IFF | INTL FLAVORS & FRAGR | $0 | 0.00% | 0 | -15 | -100.0% | -$1,088 | 清仓 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$977 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -10 | -100.0% | -$946 | 清仓 |
| EXE | EXPAND ENERGY CORP | $0 | 0.00% | 0 | -8 | -100.0% | -$878 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$856 | 清仓 |
| NTES | NETEASE INC | $0 | 0.00% | 0 | -7 | -100.0% | -$784 | 清仓 |
| OGE | OGE ENERGY CORP | $0 | 0.00% | 0 | -16 | -100.0% | -$767 | 清仓 |
| IP | INTERNATIONAL PAPER | $0 | 0.00% | 0 | -19 | -100.0% | -$678 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -8 | -100.0% | -$621 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -24 | -100.0% | -$612 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$534 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -14 | -100.0% | -$522 | 清仓 |
| AEE | AMEREN CORPORATION | $0 | 0.00% | 0 | -4 | -100.0% | -$440 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -2 | -100.0% | -$424 | 清仓 |
| AR | ANTERO RES CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$424 | 清仓 |
| CCI | CROWN CASTLE INTL | $0 | 0.00% | 0 | -5 | -100.0% | -$407 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -4 | -100.0% | -$406 | 清仓 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | -2 | -100.0% | -$391 | 清仓 |
| ICUI | ICU MED INC | $0 | 0.00% | 0 | -3 | -100.0% | -$387 | 清仓 |
| LW | LAMB WESTON HLDGS | $0 | 0.00% | 0 | -9 | -100.0% | -$380 | 清仓 |
| HIW | HIGHWOODS PPTYS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$364 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$344 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -14 | -100.0% | -$318 | 清仓 |
| JLL | JONES LANG LASALLE | $0 | 0.00% | 0 | -1 | -100.0% | -$304 | 清仓 |
| FOXA | FOX CORPORATION | $0 | 0.00% | 0 | -5 | -100.0% | -$292 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$268 | 清仓 |
| — | LIBERTY BROADBAND | $0 | 0.00% | 0 | -5 | -100.0% | -$252 | 清仓 |
| SMCI | SUPER MICRO COMPUTER | $0 | 0.00% | 0 | -11 | -100.0% | -$250 | 清仓 |
| DLB | DOLBY LABORATORIES | $0 | 0.00% | 0 | -4 | -100.0% | -$240 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -8 | -100.0% | -$209 | 清仓 |
| — | GCI LIBERTY INC | $0 | 0.00% | 0 | -4 | -100.0% | -$201 | 清仓 |
| MSA | MSA SAFETY INC | $0 | 0.00% | 0 | -1 | -100.0% | -$164 | 清仓 |
| ARES | ARES MANAGEMENT CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$152 | 清仓 |
| PVH | PVH CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$140 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -3 | -100.0% | -$124 | 清仓 |
| HOG | HARLEY DAVIDSON INC | $0 | 0.00% | 0 | -5 | -100.0% | -$101 | 清仓 |
| HBAN | HUNTINGTON BANCSHARE | $0 | 0.00% | 0 | -6 | -100.0% | -$94 | 清仓 |
| GLIBK | GCI LIBERTY INC | $0 | 0.00% | 0 | -2 | -100.0% | -$74 | 清仓 |
| ENOV | ENOVIS CORPORATION | $21 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNO | $85 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO | $87 | 0.00% | 5 | -68 | -93.2% | -$1,183 | 减仓 |
| ANF | ABERCROMBIE & FITCH | $90 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $108 | 0.00% | 0 | 0 | — | -$125 | 清仓 |
| DG | DOLLAR GEN CORP | $112 | 0.00% | 0 | -17 | -100.0% | -$2,134 | 清仓 |
| GTLB | GITLAB INC | $122 | 0.00% | 4 | 4 | — | $122 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS | $134 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $139 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PROPERTIES | $150 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $151 | 0.00% | 0 | -5 | -100.0% | -$1,334 | 清仓 |
| WOOF | PETCO HEALTH & WEL | $185 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $188 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $213 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $214 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $215 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW GROUP | $230 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP | $259 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETRLM | $266 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $271 | 0.00% | 3 | -1 | -25.0% | -$90 | 减仓 |
| NOK | NOKIA CORP | $332 | 0.00% | 25 | -375 | -93.8% | -$4,980 | 减仓 |
| EVR | EVERCORE INC | $341 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP | $354 | 0.00% | 10 | -90 | -90.0% | -$3,186 | 减仓 |
| FIVE | FIVE BELOW INC | $360 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $362 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $365 | 0.00% | 1 | 1 | — | $365 | 新建仓 |
| KVUE | KENVUE INC. | $401 | 0.00% | 21 | 20 | 2,000.0% | $382 | 加仓 |