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 |
|---|---|---|---|---|---|---|---|---|
| CLX | CLOROX CO | $6.68万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INTL CORP | $5.68万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP ETF | $5.61万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS LP | $5.59万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC-ADR | $4.84万 | 0.00% | 624 | 624 | — | $4.84万 | 新建仓 |
| VO | VANGUARD MID-CAP ETF | $2.58万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN E | $8,353 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AMLP | ALERIAN MLP ETF | $7,207 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELECTRIC HOLDINGS | $0 | 0.00% | 0 | -800,524 | -100.0% | -$1.99亿 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $0 | 0.00% | 0 | -499,715 | -100.0% | -$7,859.52万 | 清仓 |
| FCN | FTI CONSULTING INC | $0 | 0.00% | 0 | -429,545 | -100.0% | -$7,593.07万 | 清仓 |
| HII | HUNTINGTON INGALLS INDUSTRIES | $0 | 0.00% | 0 | -183,725 | -100.0% | -$6,979.71万 | 清仓 |
| MUR | MURPHY OIL USA INC | $0 | 0.00% | 0 | -1,582,227 | -100.0% | -$6,526.69万 | 清仓 |
| NFG | NATIONAL FUEL GAS CO | $0 | 0.00% | 0 | -679,680 | -100.0% | -$6,386.27万 | 清仓 |
| ALG | ALAMO GROUP INC | $0 | 0.00% | 0 | -358,435 | -100.0% | -$5,913.10万 | 清仓 |
| IFF | INTL FLAV & FRAG | $0 | 0.00% | 0 | -784,570 | -100.0% | -$5,692.06万 | 清仓 |
| EXP | EAGLE MATERIALS INC | $0 | 0.00% | 0 | -281,600 | -100.0% | -$5,334.91万 | 清仓 |
| MDU | MDU RESOURCES GROUP INC | $0 | 0.00% | 0 | -2,531,705 | -100.0% | -$5,245.69万 | 清仓 |
| OC | OWENS CORNING INC | $0 | 0.00% | 0 | -423,790 | -100.0% | -$4,586.26万 | 清仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $0 | 0.00% | 0 | -693,072 | -100.0% | -$4,484.87万 | 清仓 |
| MTH | MERITAGE CORP | $0 | 0.00% | 0 | -675,770 | -100.0% | -$4,178.96万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP-A | $0 | 0.00% | 0 | -716,925 | -100.0% | -$4,175.37万 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -635,320 | -100.0% | -$3,835.43万 | 清仓 |
| CSW | CSW INDUSTRIALS INC | $0 | 0.00% | 0 | -141,880 | -100.0% | -$3,697.11万 | 清仓 |
| IBP | INSTALLED BUILDING PRODUCTS | $0 | 0.00% | 0 | -133,953 | -100.0% | -$3,551.76万 | 清仓 |
| CCL | CARNIVAL CORP CL A | $0 | 0.00% | 0 | -889,393 | -100.0% | -$2,301.75万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -153,511 | -100.0% | -$2,230.36万 | 清仓 |
| HRI | HERC HOLDINGS INC | $0 | 0.00% | 0 | -162,772 | -100.0% | -$1,620.40万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -46,075 | -100.0% | -$1,470.85万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -54,898 | -100.0% | -$1,375.63万 | 清仓 |
| STAG | STAG INDUSTRIAL INC | $0 | 0.00% | 0 | -195,340 | -100.0% | -$704.40万 | 清仓 |
| GXO | GXO LOGISTICS INC | $0 | 0.00% | 0 | -98,582 | -100.0% | -$511.15万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -9,120 | -100.0% | -$387.32万 | 清仓 |
| NU | NU HOLDINGS LTD/CAYMAN ISL-A | $0 | 0.00% | 0 | -164,060 | -100.0% | -$235.75万 | 清仓 |
| D | DOMINION RES INC VA | $0 | 0.00% | 0 | -4,600 | -100.0% | -$28.44万 | 清仓 |
| RSG | REPUBLIC SERVICES INC | $0 | 0.00% | 0 | -135 | -100.0% | -$2.96万 | 清仓 |
| BJ | BJS WHOLESALE CLUB HOLDINGS | $0 | 0.00% | 0 | -295 | -100.0% | -$2.90万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -438 | -100.0% | -$2.03万 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS | $0 | 0.00% | 0 | -1,130 | -100.0% | -$1.89万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -260 | -100.0% | -$1.77万 | 清仓 |
| TW | TRADEWEB MARKETS INC-CLASS A | $0 | 0.00% | 0 | -140 | -100.0% | -$1.65万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -190 | -100.0% | -$1.61万 | 清仓 |
| FND | FLOOR & DECOR HOLDINGS INC-A | $0 | 0.00% | 0 | -285 | -100.0% | -$1.45万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HOLDINGS | $0 | 0.00% | 0 | -205 | -100.0% | -$1.39万 | 清仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | -160 | -100.0% | -$1.37万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -1,285 | -100.0% | -$1.17万 | 清仓 |
| TREX | TREX COMPANY INC | $0 | 0.00% | 0 | -320 | -100.0% | -$1.17万 | 清仓 |
| HOOD | ROBINHOOD MARKETS INC - A | $0 | 0.00% | 0 | -135 | -100.0% | -$9,356 | 清仓 |
| ARES | ARES MANAGEMENT CORP - A | $0 | 0.00% | 0 | -60 | -100.0% | -$6,546 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -50 | -100.0% | -$4,116 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$3,758 | 清仓 |