FULLER & THALER ASSET MANAGEMENT, INC.
SAN MATEO CA · SEC CIK 0001082327
$366.97亿2026Q2 申报市值
504持仓数
13.0%前十大占比 · 第一大 1.8%
50 / 45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
FIS 加仓+$3.18亿
ZBRA 加仓+$2.54亿
RAL 新建仓+$1.66亿
MXL 新建仓+$1.64亿
MYRG 新建仓+$1.43亿
2026Q2 卖出最多 按季末市值估算
PRIM 清仓-$4.24亿
STRL 减仓-$2.49亿
BE 减仓-$2.48亿
FIX 减仓-$2.21亿
AEIS 减仓-$1.44亿
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 |
|---|---|---|---|---|---|---|---|---|
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -2,966,901 | -100.0% | -$4.24亿 | 清仓 |
| CRC | CALIFORNIA RES CORP | $0 | 0.00% | 0 | -1,728,373 | -100.0% | -$1.20亿 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -1,415,709 | -100.0% | -$1.13亿 | 清仓 |
| RRR | RED ROCK RESORTS INC | $0 | 0.00% | 0 | -1,298,973 | -100.0% | -$6,931.32万 | 清仓 |
| PEB | PEBBLEBROOK HOTEL TR | $0 | 0.00% | 0 | -4,858,029 | -100.0% | -$6,135.69万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -2,941,998 | -100.0% | -$5,725.13万 | 清仓 |
| MUR | MURPHY OIL CORP | $0 | 0.00% | 0 | -1,358,795 | -100.0% | -$5,605.03万 | 清仓 |
| TREX | TREX INC | $0 | 0.00% | 0 | -1,474,843 | -100.0% | -$5,371.38万 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | 0.00% | 0 | -3,123,331 | -100.0% | -$5,215.96万 | 清仓 |
| PL | PLANET LABS PBC | $0 | 0.00% | 0 | -1,850,668 | -100.0% | -$5,172.62万 | 清仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $0 | 0.00% | 0 | -3,420,115 | -100.0% | -$4,897.60万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -177,367 | -100.0% | -$4,702.90万 | 清仓 |
| RVLV | REVOLVE GROUP INC | $0 | 0.00% | 0 | -1,999,411 | -100.0% | -$4,520.67万 | 清仓 |
| RDNT | RADNET INC | $0 | 0.00% | 0 | -806,296 | -100.0% | -$4,506.39万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -784,702 | -100.0% | -$3,666.91万 | 清仓 |
| PENN | PENN ENTERTAINMENT INC | $0 | 0.00% | 0 | -2,168,909 | -100.0% | -$3,259.87万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -1,419,677 | -100.0% | -$2,947.25万 | 清仓 |
| EYE | NATIONAL VISION HLDGS INC | $0 | 0.00% | 0 | -1,099,678 | -100.0% | -$2,848.16万 | 清仓 |
| SMPL | SIMPLY GOOD FOODS CO | $0 | 0.00% | 0 | -1,914,302 | -100.0% | -$2,747.02万 | 清仓 |
| SFNC | SIMMONS FIRST NATL CORP | $0 | 0.00% | 0 | -1,333,734 | -100.0% | -$2,594.11万 | 清仓 |
| HUBG | HUB GROUP INC | $0 | 0.00% | 0 | -572,010 | -100.0% | -$2,061.52万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -501,752 | -100.0% | -$1,763.16万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -134,965 | -100.0% | -$1,020.20万 | 清仓 |
| ARMK | ARAMARK | $0 | 0.00% | 0 | -162,442 | -100.0% | -$658.54万 | 清仓 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | -44,298 | -100.0% | -$616.50万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -42,595 | -100.0% | -$197.90万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -35,321 | -100.0% | -$115.64万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -7,512 | -100.0% | -$61.85万 | 清仓 |
| PLAB | PHOTRONICS INC | $0 | 0.00% | 0 | -12,549 | -100.0% | -$50.71万 | 清仓 |
| ALNT | ALLIENT INC | $0 | 0.00% | 0 | -8,465 | -100.0% | -$50.02万 | 清仓 |
| TREE | LENDINGTREE INC | $0 | 0.00% | 0 | -11,295 | -100.0% | -$48.43万 | 清仓 |
| VTOL | BRISTOW GROUP INC | $0 | 0.00% | 0 | -10,190 | -100.0% | -$47.78万 | 清仓 |
| — | CROSS CTRY HEALTHCARE INC | $0 | 0.00% | 0 | -46,766 | -100.0% | -$43.96万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -6,110 | -100.0% | -$43.08万 | 清仓 |
| BJRI | BJS RESTAURANTS INC | $0 | 0.00% | 0 | -11,860 | -100.0% | -$41.63万 | 清仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $0 | 0.00% | 0 | -6,875 | -100.0% | -$38.03万 | 清仓 |
| NEO | NEOGENOMICS INC | $0 | 0.00% | 0 | -45,930 | -100.0% | -$34.08万 | 清仓 |
| — | CALAVO GROWERS INC | $0 | 0.00% | 0 | -13,160 | -100.0% | -$33.94万 | 清仓 |
| PAYS | PAYSIGN INC | $0 | 0.00% | 0 | -56,502 | -100.0% | -$33.34万 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -2,197 | -100.0% | -$31.79万 | 清仓 |
| XRN | CHIRON REAL ESTATE INC | $0 | 0.00% | 0 | -8,952 | -100.0% | -$29.61万 | 清仓 |
| FWRD | FORWARD AIR CORP | $0 | 0.00% | 0 | -16,245 | -100.0% | -$27.15万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -2,005 | -100.0% | -$24.49万 | 清仓 |
| UTZ | UTZ BRANDS INC | $0 | 0.00% | 0 | -29,795 | -100.0% | -$23.60万 | 清仓 |
| EGHT | 8X8 INC NEW | $0 | 0.00% | 0 | -141,680 | -100.0% | -$23.52万 | 清仓 |
| — | TILLYS INC | $14.83万 | 0.00% | 35,301 | 35,301 | — | $14.83万 | 新建仓 |
| GOGO | GOGO INC | $20.08万 | 0.00% | 64,781 | -555 | -0.8% | -$1,720 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $20.57万 | 0.00% | 1,252 | -459,981 | -99.7% | -$7,557.94万 | 减仓 |
| IDXX | IDEXX LABS INC | $22.85万 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $23.25万 | 0.00% | 1,437 | -12,011 | -89.3% | -$194.37万 | 重新持有 |
| BROS | DUTCH BROS INC | $24.39万 | 0.00% | 3,396 | -1,180,958 | -99.7% | -$8,480.92万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $26.62万 | 0.00% | 3,799 | -3,800 | -50.0% | -$26.63万 | 减仓 |
| HUM | HUMANA INC | $26.81万 | 0.00% | 675 | 675 | — | $26.81万 | 新建仓 |
| HNRG | HALLADOR ENERGY COMPANY | $27.82万 | 0.00% | 15,997 | -115 | -0.7% | -$2,000 | 减仓 |
| SONO | SONOS INC | $28.02万 | 0.00% | 20,713 | -185 | -0.9% | -$2,503 | 减仓 |
| APEI | AMERICAN PUB ED INC | $28.39万 | 0.00% | 5,287 | -20 | -0.4% | -$1,074 | 减仓 |
| FUBO | FUBOTV INC | $30.18万 | 0.00% | 32,808 | -280 | -0.8% | -$2,576 | 减仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $30.21万 | 0.00% | 49,360 | -390 | -0.8% | -$2,387 | 减仓 |
| FOSL | FOSSIL GROUP INC | $30.46万 | 0.00% | 73,573 | -635 | -0.9% | -$2,629 | 减仓 |
| — | AMPLIFY ENERGY CORP NEW | $31.13万 | 0.00% | 78,220 | -655 | -0.8% | -$2,607 | 减仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $32.23万 | 0.00% | 25,558 | -200 | -0.8% | -$2,522 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $32.33万 | 0.00% | 7,575 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $32.44万 | 0.00% | 761 | -1,399 | -64.8% | -$59.64万 | 减仓 |
| GPRE | GREEN PLAINS INC | $33.33万 | 0.00% | 21,672 | -185 | -0.8% | -$2,845 | 减仓 |
| PSX | PHILLIPS 66 | $33.40万 | 0.00% | 1,976 | 0 | 0.0% | — | 不变 |
| — | SMITH DOUGLAS HOMES CORP | $34.36万 | 0.00% | 22,110 | -185 | -0.8% | -$2,875 | 减仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $34.52万 | 0.00% | 10,925 | -95 | -0.9% | -$3,002 | 减仓 |
| LINC | LINCOLN EDL SVCS CORP | $35.22万 | 0.00% | 7,059 | 7,059 | — | $35.22万 | 新建仓 |
| INSE | INSPIRED ENTMT INC | $36.64万 | 0.00% | 44,411 | -375 | -0.8% | -$3,094 | 减仓 |
| LODE | COMSTOCK INC | $36.90万 | 0.00% | 88,695 | 88,695 | — | $36.90万 | 新建仓 |
| OXM | OXFORD INDS INC | $37.34万 | 0.00% | 10,709 | 10,709 | — | $37.34万 | 新建仓 |
| LQDT | LIQUIDITY SVCS INC | $37.36万 | 0.00% | 9,550 | -85 | -0.9% | -$3,325 | 减仓 |
| LMNR | LIMONEIRA CO | $37.65万 | 0.00% | 28,675 | -265 | -0.9% | -$3,479 | 减仓 |
| AFL | AFLAC INC | $37.81万 | 0.00% | 3,225 | 0 | 0.0% | — | 不变 |
| AVO | MISSION PRODUCE INC | $37.93万 | 0.00% | 32,175 | 32,175 | — | $37.93万 | 新建仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $38.03万 | 0.00% | 90,321 | -760 | -0.8% | -$3,200 | 减仓 |
| EOLS | EVOLUS INC | $38.20万 | 0.00% | 55,048 | -465 | -0.8% | -$3,227 | 减仓 |
| CTRN | CITI TRENDS INC | $38.40万 | 0.00% | 6,639 | -5,066 | -43.3% | -$29.30万 | 减仓 |
| OPRT | OPORTUN FINL CORP | $38.53万 | 0.00% | 67,482 | -565 | -0.8% | -$3,226 | 减仓 |
| AGYS | AGILYSYS INC | $38.62万 | 0.00% | 3,696 | 3,696 | — | $38.62万 | 新建仓 |
| MNRO | MONRO INC | $39.06万 | 0.00% | 22,826 | -190 | -0.8% | -$3,251 | 减仓 |
| VOE | VANGUARD INDEX FDS | $39.18万 | 0.00% | 1,983 | -508 | -20.4% | -$10.04万 | 减仓 |
| NEOG | NEOGEN CORP | $40.10万 | 0.00% | 44,605 | -375 | -0.8% | -$3,371 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $40.52万 | 0.00% | 1,967 | 0 | 0.0% | — | 不变 |
| SWIM | LATHAM GROUP INC | $40.86万 | 0.00% | 63,152 | -550 | -0.9% | -$3,558 | 减仓 |
| OMC | OMNICOM GROUP INC | $42.26万 | 0.00% | 5,802 | -3,225 | -35.7% | -$23.49万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $42.98万 | 0.00% | 4,867 | 4,867 | — | $42.98万 | 新建仓 |
| RDVT | RED VIOLET INC | $43.44万 | 0.00% | 6,818 | 6,818 | — | $43.44万 | 新建仓 |
| RMD | RESMED INC | $43.52万 | 0.00% | 2,233 | -5 | -0.2% | -$974 | 减仓 |
| OSUR | ORASURE TECHNOLOGIES INC | $43.89万 | 0.00% | 98,399 | -845 | -0.9% | -$3,769 | 减仓 |
| BLMN | BLOOMIN BRANDS INC | $46.40万 | 0.00% | 50,771 | -3,150 | -5.8% | -$2.88万 | 减仓 |
| INOD | INNODATA INC | $47.00万 | 0.00% | 6,218 | 6,218 | — | $47.00万 | 新建仓 |
| NUE | NUCOR CORP | $47.29万 | 0.00% | 2,123 | -2,331 | -52.3% | -$51.92万 | 重新持有 |
| PUBM | PUBMATIC INC | $47.81万 | 0.00% | 36,441 | -295 | -0.8% | -$3,870 | 减仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $48.19万 | 0.00% | 92,857 | 1,686 | 1.8% | $8,750 | 加仓 |
| WY | WEYERHAEUSER CO | $48.54万 | 0.00% | 20,275 | 6,450 | 46.7% | $15.44万 | 加仓 |
| BLZE | BACKBLAZE INC | $50.54万 | 0.00% | 31,867 | 31,867 | — | $50.54万 | 新建仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $51.97万 | 0.00% | 34,460 | -250 | -0.7% | -$3,770 | 减仓 |
| WEST | WESTROCK COFFEE CO | $52.15万 | 0.00% | 64,305 | 64,305 | — | $52.15万 | 新建仓 |
| EVER | EVERQUOTE INC | $53.80万 | 0.00% | 22,615 | 22,615 | — | $53.80万 | 新建仓 |