KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
LOS ANGELES CA · SEC CIK 0001021223
$340.47亿2026Q1 申报市值
954持仓数
20.3%前十大占比 · 第一大 2.5%
23 / 80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
POOL 加仓+$2.21亿
ALGN 加仓+$1.96亿
CHRW 新建仓+$1.07亿
BFAM 加仓+$9,021.21万
TTAN 加仓+$8,916.71万
2026Q1 卖出最多 按季末市值估算
MDY 减仓-$2.06亿
BSY 减仓-$2.04亿
LPLA 减仓-$1.86亿
DPZ 减仓-$1.32亿
ONESTREAM INC 减仓-$1.17亿
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 |
|---|---|---|---|---|---|---|---|---|
| JKHY | JACK HENRY & ASSOCIA | $8.63亿 | 2.53% | 5,459,640 | -401,144 | -6.8% | -$6,339.68万 | 减仓 |
| PRI | PRIMERICA INC | $7.69亿 | 2.26% | 3,071,590 | -94,022 | -3.0% | -$2,355.06万 | 减仓 |
| TTC | TORO CO | $7.40亿 | 2.17% | 7,923,142 | -209,008 | -2.6% | -$1,952.97万 | 减仓 |
| TDY | TELEDYNE TECH INC | $7.26亿 | 2.13% | 1,200,095 | -130,585 | -9.8% | -$7,900.52万 | 减仓 |
| RBC | RBC BEARINGS INC | $7.19亿 | 2.11% | 1,324,481 | -86,938 | -6.2% | -$4,721.78万 | 减仓 |
| IBKR | INTERACTIVE BROKERS | $6.72亿 | 1.97% | 10,016,215 | -1,190,538 | -10.6% | -$7,984.94万 | 减仓 |
| SSD | SIMPSON MANUFACTURIN | $6.67亿 | 1.96% | 3,885,449 | -131,373 | -3.3% | -$2,254.62万 | 减仓 |
| WTS | WATTS WATER TECH | $6.18亿 | 1.81% | 2,127,314 | -18,428 | -0.9% | -$534.95万 | 减仓 |
| POOL | POOL CORPORATION | $5.77亿 | 1.69% | 2,850,195 | 1,089,908 | 61.9% | $2.21亿 | 加仓 |
| FCN | FTI CONSULTING INC | $5.76亿 | 1.69% | 3,256,905 | -100,921 | -3.0% | -$1,783.98万 | 减仓 |
| GOLF | ACUSHNET HOLDINGS | $5.54亿 | 1.63% | 5,924,818 | -165,451 | -2.7% | -$1,546.64万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $5.50亿 | 1.62% | 3,432,243 | -65,810 | -1.9% | -$1,055.00万 | 减仓 |
| NDSN | NORDSON CORP | $5.44亿 | 1.60% | 2,045,115 | -218,571 | -9.7% | -$5,815.30万 | 减仓 |
| ALLE | ALLEGION PLC | $5.28亿 | 1.55% | 3,635,268 | -406,363 | -10.1% | -$5,904.05万 | 减仓 |
| EME | EMCOR GROUP INC | $5.22亿 | 1.53% | 706,966 | -32,494 | -4.4% | -$2,399.07万 | 减仓 |
| ROL | ROLLINS INC | $5.18亿 | 1.52% | 9,701,438 | 701,886 | 7.8% | $3,748.77万 | 加仓 |
| WRB | BERKLEY W R CORP | $5.15亿 | 1.51% | 7,772,213 | -936,968 | -10.8% | -$6,210.22万 | 减仓 |
| LPLA | LPL FINANCIAL HLDGS | $5.05亿 | 1.48% | 1,680,090 | -618,457 | -26.9% | -$1.86亿 | 减仓 |
| ZWS | ZURN ELKAY WATER SOL | $4.87亿 | 1.43% | 10,850,567 | -1,249,864 | -10.3% | -$5,604.39万 | 减仓 |
| WSO | WATSCO INC | $4.84亿 | 1.42% | 1,329,205 | -77,679 | -5.5% | -$2,825.88万 | 减仓 |
| IBP | INSTALLED BUILDING | $4.81亿 | 1.41% | 1,812,801 | -81,978 | -4.3% | -$2,173.65万 | 减仓 |
| COO | COOPER COMPANIES INC | $4.73亿 | 1.39% | 6,616,677 | -582,218 | -8.1% | -$4,162.86万 | 减仓 |
| ULS | UL SOLUTIONS INC. | $4.63亿 | 1.36% | 5,398,596 | -609,790 | -10.1% | -$5,226.51万 | 减仓 |
| EFX | EQUIFAX INC | $4.11亿 | 1.21% | 2,284,197 | -345,399 | -13.1% | -$6,219.60万 | 减仓 |
| LII | LENNOX INTL INC | $4.06亿 | 1.19% | 875,168 | -89,532 | -9.3% | -$4,155.45万 | 减仓 |
| RLI | RLI CORP | $4.00亿 | 1.17% | 7,004,143 | -290,664 | -4.0% | -$1,657.95万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $3.79亿 | 1.11% | 2,642,146 | -130,661 | -4.7% | -$1,876.55万 | 减仓 |
| GGG | GRACO INC | $3.51亿 | 1.03% | 4,143,514 | -113,232 | -2.7% | -$958.51万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS | $3.49亿 | 1.02% | 3,545,709 | -362,244 | -9.3% | -$3,565.21万 | 减仓 |
| SAIA | SAIA INC | $3.47亿 | 1.02% | 986,821 | -103,965 | -9.5% | -$3,652.08万 | 减仓 |
| THO | THOR INDS INC | $3.43亿 | 1.01% | 4,289,725 | -406,932 | -8.7% | -$3,250.98万 | 减仓 |
| KAI | KADANT | $3.40亿 | 1.00% | 1,161,595 | -27,520 | -2.3% | -$804.55万 | 减仓 |
| HLNE | HAMILTON LANE INC | $3.39亿 | 1.00% | 3,415,150 | 687,276 | 25.2% | $6,831.52万 | 加仓 |
| CHH | CHOICE HOTELS INTL | $3.33亿 | 0.98% | 3,221,741 | 244,263 | 8.2% | $2,528.12万 | 加仓 |
| SITE | SITEONE LANDSCAPE | $3.31亿 | 0.97% | 2,486,718 | -180,945 | -6.8% | -$2,408.56万 | 减仓 |
| MC | MOELIS & COMPANY | $3.29亿 | 0.97% | 5,777,773 | -255,982 | -4.2% | -$1,459.10万 | 减仓 |
| ALGN | ALIGN TECH INC | $3.26亿 | 0.96% | 1,902,905 | 1,142,082 | 150.1% | $1.96亿 | 加仓 |
| BFAM | BRIGHT HORIZONS FA | $3.16亿 | 0.93% | 3,843,922 | 1,098,406 | 40.0% | $9,021.21万 | 加仓 |
| TTAN | SERVICETITAN | $3.09亿 | 0.91% | 4,869,029 | 1,405,092 | 40.6% | $8,916.71万 | 加仓 |
| FHB | FIRST HAWAIIAN | $3.03亿 | 0.89% | 12,288,961 | -441,600 | -3.5% | -$1,088.10万 | 减仓 |
| OLLI | OLLIES BARGAIN OUT | $3.03亿 | 0.89% | 3,288,297 | -384,649 | -10.5% | -$3,540.31万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CP | $2.95亿 | 0.87% | 3,217,442 | -175,977 | -5.2% | -$1,613.01万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $2.94亿 | 0.86% | 3,187,680 | 16,142 | 0.5% | $148.70万 | 加仓 |
| MPWR | MONOLITHIC POWER | $2.92亿 | 0.86% | 266,670 | -27,373 | -9.3% | -$2,992.83万 | 减仓 |
| AME | AMETEK INC | $2.83亿 | 0.83% | 1,319,928 | -115,579 | -8.1% | -$2,477.55万 | 减仓 |
| BANF | BANCFIRST CORP | $2.81亿 | 0.83% | 2,590,089 | -24,551 | -0.9% | -$266.38万 | 减仓 |
| CRVL | CORVEL CORP | $2.66亿 | 0.78% | 4,870,989 | -118,660 | -2.4% | -$648.48万 | 减仓 |
| WAB | WABTEC | $2.64亿 | 0.78% | 1,056,794 | 6,378 | 0.6% | $159.39万 | 加仓 |
| EXPO | EXPONET INC | $2.54亿 | 0.74% | 3,886,308 | -256,799 | -6.2% | -$1,675.61万 | 减仓 |
| DCI | DONALDSON INC | $2.48亿 | 0.73% | 2,924,194 | -91,876 | -3.0% | -$779.75万 | 减仓 |
| BSY | BENTLEY SYS INC | $2.48亿 | 0.73% | 7,059,346 | -5,807,965 | -45.1% | -$2.04亿 | 减仓 |
| TRMB | TRIMBLE INC | $2.41亿 | 0.71% | 3,689,460 | -799,915 | -17.8% | -$5,217.85万 | 减仓 |
| LCII | LCI INDUSTRIES | $2.36亿 | 0.69% | 1,919,273 | -76,495 | -3.8% | -$940.74万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES | $2.36亿 | 0.69% | 1,126,859 | -124,354 | -9.9% | -$2,599.99万 | 减仓 |
| HWKN | HAWKINS INC | $2.34亿 | 0.69% | 1,526,055 | 379,657 | 33.1% | $5,831.53万 | 加仓 |
| WST | WEST PHARMACEUT SVS | $2.15亿 | 0.63% | 858,298 | -96,851 | -10.1% | -$2,427.48万 | 减仓 |
| APAM | ARTISAN PARTNERS A | $2.02亿 | 0.59% | 5,564,382 | -150,885 | -2.6% | -$549.07万 | 减仓 |
| ALH | ALLIANCE LAUNDRY | $1.96亿 | 0.58% | 9,456,854 | 1,311,732 | 16.1% | $2,720.53万 | 加仓 |
| IVV | ISHARES TRUST | $1.95亿 | 0.57% | 298,253 | 2,876 | 1.0% | $187.90万 | 加仓 |
| ROST | ROSS STORES INC | $1.88亿 | 0.55% | 867,852 | -106,270 | -10.9% | -$2,302.13万 | 减仓 |
| ROAD | CONSTRUCTION PARTNRS | $1.86亿 | 0.55% | 1,671,121 | -91,287 | -5.2% | -$1,014.38万 | 减仓 |
| ODFL | OLD DOMINION FGHT | $1.85亿 | 0.54% | 944,294 | 42,202 | 4.7% | $824.63万 | 加仓 |
| MDY | STATE STREET SPDR S& | $1.84亿 | 0.54% | 298,766 | -334,544 | -52.8% | -$2.06亿 | 减仓 |
| APH | AMPHENOL CORPORATION | $1.84亿 | 0.54% | 1,453,296 | -320,286 | -18.1% | -$4,046.82万 | 减仓 |
| HEI/A | HEICO CORP NEW | $1.72亿 | 0.50% | 813,202 | -79,283 | -8.9% | -$1,673.59万 | 减仓 |
| NVDA | NVIDIA CORP | $1.65亿 | 0.49% | 947,504 | -20,649 | -2.1% | -$360.12万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS | $1.62亿 | 0.48% | 984,320 | -220,698 | -18.3% | -$3,637.11万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $1.61亿 | 0.47% | 847,128 | 79,369 | 10.3% | $1,506.03万 | 加仓 |
| WMS | ADVANCED DRAINAGE | $1.52亿 | 0.45% | 1,106,423 | -84,196 | -7.1% | -$1,154.58万 | 减仓 |
| BOH | BANK HAWAII CORP | $1.48亿 | 0.44% | 1,999,381 | 18,934 | 1.0% | $140.58万 | 加仓 |
| MANH | MANHATTAN ASSOCS IN | $1.46亿 | 0.43% | 1,094,725 | -24,688 | -2.2% | -$328.65万 | 减仓 |
| JBTM | JBT MAREL CORPORATIO | $1.37亿 | 0.40% | 1,072,457 | -46,809 | -4.2% | -$598.55万 | 减仓 |
| EPAC | ENERPAC TOOL GROUP | $1.36亿 | 0.40% | 3,728,953 | -217,764 | -5.5% | -$794.19万 | 减仓 |
| PNR | PENTAIR PLC | $1.32亿 | 0.39% | 1,514,739 | -144,641 | -8.7% | -$1,259.97万 | 减仓 |
| PBH | PRESTIGE CONSUMER HE | $1.31亿 | 0.38% | 2,202,606 | 64,986 | 3.0% | $385.17万 | 加仓 |
| WDFC | WD 40 CO | $1.29亿 | 0.38% | 634,334 | 106,808 | 20.2% | $2,178.24万 | 加仓 |
| MSCI | MSCI INC | $1.29亿 | 0.38% | 238,418 | -20,230 | -7.8% | -$1,090.42万 | 减仓 |
| FUL | FULLER H B CO | $1.28亿 | 0.38% | 2,078,888 | -64,820 | -3.0% | -$399.81万 | 减仓 |
| GOOGL | ALPHABET INC | $1.22亿 | 0.36% | 425,346 | -38 | -0.0% | -$1.09万 | 减仓 |
| TFIN | TRIUMPH FINANCIAL | $1.17亿 | 0.34% | 1,964,575 | -143,700 | -6.8% | -$857.31万 | 减仓 |
| KNSL | KINSALE CAPITAL GR | $1.12亿 | 0.33% | 328,662 | 11,789 | 3.7% | $402.78万 | 加仓 |
| BR | BROADRIDGE FINL SOLN | $1.12亿 | 0.33% | 688,682 | -80,063 | -10.4% | -$1,300.86万 | 减仓 |
| NET | CLOUDFLARE INC | $1.11亿 | 0.33% | 536,384 | 131,669 | 32.5% | $2,716.86万 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $1.09亿 | 0.32% | 3,434,332 | -8,538 | -0.2% | -$27.15万 | 减仓 |
| CAKE | CHEESECAKE FACTORY | $1.09亿 | 0.32% | 1,992,075 | -401,720 | -16.8% | -$2,199.42万 | 减仓 |
| CHRW | C H ROBINSON WLDWIDE | $1.07亿 | 0.31% | 644,401 | 644,401 | — | $1.07亿 | 新建仓 |
| AMZN | AMAZON COM INC | $1.06亿 | 0.31% | 506,919 | -31,577 | -5.9% | -$657.66万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CR | $1.02亿 | 0.30% | 12,314,144 | -579,448 | -4.5% | -$482.10万 | 减仓 |
| RYAN | RYAN SPECIALTY HLD | $1.01亿 | 0.30% | 3,005,452 | 289,349 | 10.7% | $976.26万 | 加仓 |
| SFBS | SERVISFIRST BANCSH | $9,904.90万 | 0.29% | 1,360,003 | -212,099 | -13.5% | -$1,544.72万 | 减仓 |
| CSW | CSW INDUSTRIALS IN | $9,783.03万 | 0.29% | 375,433 | -16,677 | -4.3% | -$434.57万 | 减仓 |
| GSHD | GOOSEHEAD INS INC | $9,633.40万 | 0.28% | 2,258,181 | 247,297 | 12.3% | $1,054.97万 | 加仓 |
| FFIN | FIRST FINL BKSH | $9,566.54万 | 0.28% | 3,248,399 | 8,467 | 0.3% | $24.94万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $9,561.63万 | 0.28% | 380,048 | -178,960 | -32.0% | -$4,502.46万 | 减仓 |
| IWM | ISHARES | $8,965.30万 | 0.26% | 361,651 | -222,475 | -38.1% | -$5,515.14万 | 减仓 |
| V | VISA INC | $8,914.66万 | 0.26% | 294,953 | -12,198 | -4.0% | -$368.67万 | 减仓 |
| AAON | AAON INC | $8,805.80万 | 0.26% | 1,064,145 | -168,004 | -13.6% | -$1,390.23万 | 减仓 |
| SYBT | STOCK YARDS BANC | $8,795.54万 | 0.26% | 1,326,827 | -60,037 | -4.3% | -$397.99万 | 减仓 |
| EVTC | EVERTEC INC | $8,637.42万 | 0.25% | 3,060,745 | 191,601 | 6.7% | $540.70万 | 加仓 |
| FIX | COMFORT SYS USA INC | $7,997.18万 | 0.23% | 57,993 | 17,170 | 42.1% | $2,367.73万 | 加仓 |