VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
HOUSTON TX · SEC CIK 0001021642
$113.09亿2026Q2 申报市值
208持仓数
20.0%前十大占比 · 第一大 3.0%
26 / 43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
MOG/A 新建仓+$1.20亿
GTX 新建仓+$1.06亿
Q 新建仓+$8,751.54万
MGM 新建仓+$8,359.18万
AVTR 新建仓+$7,318.90万
2026Q2 卖出最多 按季末市值估算
LECO 清仓-$1.99亿
WCC 减仓-$1.14亿
ESI 减仓-$8,704.27万
ICE 清仓-$7,859.52万
FCN 清仓-$7,593.07万
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 |
|---|---|---|---|---|---|---|---|---|
| HXL | HEXCEL CORP | $8,196.85万 | 0.72% | 819,193 | 238,913 | 41.2% | $2,390.56万 | 加仓 |
| SR | SPIRE INC | $8,209.61万 | 0.73% | 1,051,301 | 199,569 | 23.4% | $1,558.43万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $8,254.73万 | 0.73% | 1,728,739 | -1,822,883 | -51.3% | -$8,704.27万 | 减仓 |
| BA | BOEING CO | $8,291.10万 | 0.73% | 383,014 | -25,010 | -6.1% | -$541.39万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $8,296.32万 | 0.73% | 165,797 | -8,285 | -4.8% | -$414.57万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $8,359.18万 | 0.74% | 1,748,416 | 1,748,416 | — | $8,359.18万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $8,384.50万 | 0.74% | 1,099,030 | 5,870 | 0.5% | $44.78万 | 加仓 |
| EVRG | EVERGY INC | $8,405.14万 | 0.74% | 972,479 | 5,175 | 0.5% | $44.73万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT CL A | $8,517.76万 | 0.75% | 2,466,770 | -121,176 | -4.7% | -$418.42万 | 减仓 |
| BURL | BURLINGTON STORES INC | $8,600.36万 | 0.76% | 271,476 | -71,265 | -20.8% | -$2,257.68万 | 减仓 |
| SNDK | SANDISK CORP | $8,661.32万 | 0.77% | 38,093 | -19,162 | -33.5% | -$4,356.92万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $8,751.54万 | 0.77% | 535,885 | 535,885 | — | $8,751.54万 | 新建仓 |
| SIGI | SELECTIVE INSURANCE GROUP | $9,034.89万 | 0.80% | 931,336 | 467,099 | 100.6% | $4,531.33万 | 加仓 |
| VMC | VULCAN MATERIALS CO | $9,099.94万 | 0.80% | 308,462 | 1,140 | 0.4% | $33.63万 | 加仓 |
| VVV | VALVOLINE INC | $9,270.95万 | 0.82% | 2,344,701 | -537,297 | -18.6% | -$2,124.47万 | 减仓 |
| WRBY | WARBY PARKER INC-CLASS A | $9,427.32万 | 0.83% | 3,107,226 | 78,919 | 2.6% | $239.44万 | 加仓 |
| SHOP | SHOPIFY INC - CLASS A | $9,522.04万 | 0.84% | 833,950 | -171,810 | -17.1% | -$1,961.73万 | 减仓 |
| HUBB | HUBBELL INC CL B | $9,862.69万 | 0.87% | 188,507 | 1,715 | 0.9% | $89.73万 | 加仓 |
| CLH | CLEAN HARBORS INC | $1.02亿 | 0.90% | 342,420 | -44,120 | -11.4% | -$1,318.09万 | 减仓 |
| JBTM | JBT MAREL GROUP | $1.03亿 | 0.91% | 711,816 | 47,266 | 7.1% | $685.36万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY GROUP LTD | $1.04亿 | 0.92% | 348,304 | -123,580 | -26.2% | -$3,681.32万 | 减仓 |
| SNPS | SYNOPSYS INC | $1.04亿 | 0.92% | 233,382 | -11,835 | -4.8% | -$527.92万 | 减仓 |
| GTX | GARRETT MOTION INC | $1.06亿 | 0.93% | 2,916,983 | 2,916,983 | — | $1.06亿 | 新建仓 |
| COKE | COCA-COLA BOTTLING CO CONSOL | $1.06亿 | 0.94% | 554,111 | 110,496 | 24.9% | $2,109.59万 | 加仓 |
| ILMN | ILLUMINA INC | $1.12亿 | 0.99% | 637,701 | -226,020 | -26.2% | -$3,974.11万 | 减仓 |
| ROST | ROSS STORES INC | $1.13亿 | 1.00% | 530,340 | 7,090 | 1.4% | $150.91万 | 加仓 |
| GATX | GATX CORP | $1.14亿 | 1.01% | 642,900 | 45,355 | 7.6% | $803.65万 | 加仓 |
| MOG/A | MOOG INC CL A | $1.20亿 | 1.06% | 283,345 | 283,345 | — | $1.20亿 | 新建仓 |
| RVTY | REVVITY | $1.20亿 | 1.06% | 1,080,242 | 618,977 | 134.2% | $6,886.74万 | 加仓 |
| V | VISA INC-CLASS A SHRS | $1.21亿 | 1.07% | 354,070 | -17,855 | -4.8% | -$612.59万 | 减仓 |
| CSL | CARLISLE COS INC | $1.23亿 | 1.08% | 338,257 | 49,140 | 17.0% | $1,782.55万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1.23亿 | 1.09% | 1,337,145 | -36,975 | -2.7% | -$341.17万 | 减仓 |
| CWK | CUSHMAN & WAKEFIELD PLC | $1.24亿 | 1.10% | 9,253,218 | 205,207 | 2.3% | $274.77万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES | $1.25亿 | 1.10% | 1,010,464 | 108,624 | 12.0% | $1,339.23万 | 加仓 |
| AMAT | APPLIED MATERIALS | $1.26亿 | 1.11% | 173,675 | -27,830 | -13.8% | -$2,012.11万 | 减仓 |
| JPM | JP MORGAN CHASE & CO | $1.32亿 | 1.17% | 403,266 | -14,395 | -3.4% | -$471.19万 | 减仓 |
| — | EXXON MOBIL CORP | $1.32亿 | 1.17% | 966,792 | -101,965 | -9.5% | -$1,394.07万 | 减仓 |
| SANM | SANMINA CORP | $1.38亿 | 1.22% | 546,725 | -215,640 | -28.3% | -$5,457.42万 | 减仓 |
| URI | UNITED RENTALS INC | $1.41亿 | 1.25% | 124,668 | -6,279 | -4.8% | -$711.34万 | 减仓 |
| VMI | VALMONT INDUSTRIES | $1.43亿 | 1.26% | 247,458 | -5,147 | -2.0% | -$297.29万 | 减仓 |
| ETN | EATON CORP PLC | $1.64亿 | 1.45% | 385,910 | 22,030 | 6.1% | $938.74万 | 加仓 |
| AMZN | AMAZON.COM INC | $1.66亿 | 1.47% | 698,557 | -22,520 | -3.1% | -$536.74万 | 减仓 |
| NUE | NUCOR CORP | $1.67亿 | 1.47% | 747,815 | -103,990 | -12.2% | -$2,316.38万 | 减仓 |
| CMI | CUMMINS INC | $1.84亿 | 1.63% | 257,923 | -10,600 | -3.9% | -$756.00万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE INDEX FUND | $1.94亿 | 1.72% | 876,999 | -231,921 | -20.9% | -$5,130.09万 | 减仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $2.00亿 | 1.77% | 144,974 | 5,622 | 4.0% | $777.16万 | 加仓 |
| AAPL | APPLE INC | $2.10亿 | 1.85% | 724,984 | -27,400 | -3.6% | -$792.85万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | $2.31亿 | 2.04% | 483,590 | -26,795 | -5.2% | -$1,279.65万 | 减仓 |
| GOOGL | ALPHABET INC-CL A | $2.85亿 | 2.52% | 797,067 | -35,370 | -4.2% | -$1,264.02万 | 减仓 |
| LLY | ELI LILLY & CO | $2.86亿 | 2.53% | 238,515 | -12,403 | -4.9% | -$1,487.65万 | 减仓 |
| NVDA | NVIDIA CORP | $3.37亿 | 2.98% | 1,681,773 | -72,305 | -4.1% | -$1,446.75万 | 减仓 |