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 |
|---|---|---|---|---|---|---|---|---|
| NATL | NCR ATLEOS CORPORATION | $8,732.51万 | 0.24% | 2,011,636 | -102,782 | -4.9% | -$446.18万 | 减仓 |
| RRC | RANGE RES CORP | $8,752.14万 | 0.24% | 2,353,359 | -85,950 | -3.5% | -$319.65万 | 减仓 |
| GMED | GLOBUS MED INC | $8,805.54万 | 0.24% | 1,114,484 | 12,916 | 1.2% | $102.05万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $8,827.63万 | 0.24% | 2,551,339 | 359,570 | 16.4% | $1,244.11万 | 加仓 |
| VCYT | VERACYTE INC | $8,866.75万 | 0.24% | 1,509,749 | 95,387 | 6.7% | $560.21万 | 加仓 |
| FIVE | FIVE BELOW INC | $8,893.90万 | 0.24% | 494,683 | 15,953 | 3.3% | $286.82万 | 加仓 |
| MAS | MASCO CORP | $8,966.82万 | 0.24% | 1,101,981 | 383,298 | 53.3% | $3,118.90万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $8,972.61万 | 0.24% | 106,898 | -296,104 | -73.5% | -$2.49亿 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $9,067.42万 | 0.25% | 1,794,463 | 20,148 | 1.1% | $101.81万 | 加仓 |
| GEF | GREIF INC | $9,115.43万 | 0.25% | 1,223,712 | -14,911 | -1.2% | -$111.07万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $9,196.02万 | 0.25% | 687,501 | -186,316 | -21.3% | -$2,492.16万 | 减仓 |
| AGX | ARGAN INC | $9,301.58万 | 0.25% | 116,481 | 1,619 | 1.4% | $129.29万 | 加仓 |
| SARO | STANDARDAERO INC | $9,361.57万 | 0.26% | 3,129,912 | 3,129,912 | — | $9,361.57万 | 新建仓 |
| FROG | JFROG LTD | $9,362.70万 | 0.26% | 1,030,226 | 1,030,226 | — | $9,362.70万 | 新建仓 |
| PTCT | PTC THERAPEUTICS INC | $9,436.17万 | 0.26% | 1,156,819 | 1,156,819 | — | $9,436.17万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $9,506.90万 | 0.26% | 593,069 | 19,497 | 3.4% | $312.54万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $9,596.92万 | 0.26% | 3,642,097 | -131,655 | -3.5% | -$346.91万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $9,644.17万 | 0.26% | 1,209,604 | 1,209,604 | — | $9,644.17万 | 新建仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $9,895.31万 | 0.27% | 1,915,839 | -69,667 | -3.5% | -$359.83万 | 减仓 |
| TER | TERADYNE INC | $9,951.74万 | 0.27% | 205,682 | 11,553 | 6.0% | $558.98万 | 加仓 |
| SANM | SANMINA CORP | $9,974.64万 | 0.27% | 394,130 | -304,548 | -43.6% | -$7,707.50万 | 减仓 |
| SF | STIFEL FINL CORP | $1.00亿 | 0.27% | 1,437,487 | 218,505 | 17.9% | $1,524.51万 | 加仓 |
| AVTR | AVANTOR INC | $1.02亿 | 0.28% | 10,256,345 | -375,767 | -3.5% | -$372.01万 | 减仓 |
| KMPR | KEMPER CORP | $1.02亿 | 0.28% | 3,783,919 | 86,201 | 2.3% | $232.40万 | 加仓 |
| CHE | CHEMED CORP NEW | $1.02亿 | 0.28% | 219,988 | 92,595 | 72.7% | $4,312.51万 | 加仓 |
| SKY | CHAMPION HOMES INC | $1.03亿 | 0.28% | 1,170,868 | 43,333 | 3.8% | $381.85万 | 加仓 |
| TEX | TEREX CORP NEW | $1.04亿 | 0.28% | 1,436,164 | -52,262 | -3.5% | -$378.32万 | 减仓 |
| BCO | BRINKS CO | $1.04亿 | 0.28% | 1,100,842 | -40,029 | -3.5% | -$378.23万 | 减仓 |
| GFF | GRIFFON CORP | $1.05亿 | 0.29% | 1,076,994 | 74,981 | 7.5% | $731.29万 | 加仓 |
| EVR | EVERCORE INC | $1.06亿 | 0.29% | 310,105 | -21,004 | -6.3% | -$717.16万 | 减仓 |
| PRI | PRIMERICA INC | $1.06亿 | 0.29% | 372,901 | 53,600 | 16.8% | $1,523.31万 | 加仓 |
| AIR | AAR CORP | $1.06亿 | 0.29% | 742,076 | 23,986 | 3.3% | $342.83万 | 加仓 |
| CATY | CATHAY GEN BANCORP | $1.06亿 | 0.29% | 1,715,706 | 1,715,706 | — | $1.06亿 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $1.09亿 | 0.30% | 11,820,582 | -432,768 | -3.5% | -$397.28万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $1.09亿 | 0.30% | 502,549 | 5,541 | 1.1% | $119.86万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $1.10亿 | 0.30% | 2,331,821 | 2,331,821 | — | $1.10亿 | 新建仓 |
| MMSI | MERIT MED SYS INC | $1.12亿 | 0.30% | 1,613,002 | -502,524 | -23.8% | -$3,484.50万 | 减仓 |
| GVA | GRANITE CONSTR INC | $1.13亿 | 0.31% | 715,246 | -134,025 | -15.8% | -$2,118.67万 | 减仓 |
| MUSA | MURPHY USA INC | $1.14亿 | 0.31% | 212,229 | 80,640 | 61.3% | $4,345.46万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $1.15亿 | 0.31% | 3,684,469 | -263,127 | -6.7% | -$818.32万 | 减仓 |
| SKYW | SKYWEST INC | $1.16亿 | 0.32% | 1,171,725 | -10,609 | -0.9% | -$105.38万 | 减仓 |
| AAON | AAON INC | $1.16亿 | 0.32% | 917,551 | 917,551 | — | $1.16亿 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1.17亿 | 0.32% | 1,491,004 | 25,721 | 1.8% | $201.32万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.20亿 | 0.33% | 220,697 | -59,708 | -21.3% | -$3,235.16万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $1.20亿 | 0.33% | 3,936,942 | -833,610 | -17.5% | -$2,538.34万 | 减仓 |
| WAFD | WAFD INC | $1.21亿 | 0.33% | 3,142,312 | -112,275 | -3.4% | -$430.80万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $1.22亿 | 0.33% | 230,555 | 156,900 | 213.0% | $8,309.28万 | 加仓 |
| EG | EVEREST GROUP LTD | $1.22亿 | 0.33% | 342,042 | -10,068 | -2.9% | -$359.66万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $1.23亿 | 0.33% | 764,128 | 113,528 | 17.4% | $1,824.62万 | 加仓 |
| MATX | MATSON INC | $1.25亿 | 0.34% | 648,405 | 35,164 | 5.7% | $675.96万 | 加仓 |
| VNT | VONTIER CORPORATION | $1.25亿 | 0.34% | 4,313,572 | 352,628 | 8.9% | $1,022.62万 | 加仓 |
| JBL | JABIL INC | $1.26亿 | 0.34% | 326,019 | 41,267 | 14.5% | $1,590.76万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $1.26亿 | 0.34% | 4,316,854 | -455,743 | -9.5% | -$1,335.33万 | 减仓 |
| CGNX | COGNEX CORP | $1.27亿 | 0.34% | 1,747,614 | 90,799 | 5.5% | $657.57万 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $1.27亿 | 0.35% | 4,905,739 | -261,937 | -5.1% | -$676.58万 | 减仓 |
| VSEC | VSE CORP | $1.27亿 | 0.35% | 556,285 | 6,386 | 1.2% | $145.92万 | 加仓 |
| SR | SPIRE INC | $1.31亿 | 0.36% | 1,678,028 | 30,075 | 1.8% | $234.86万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $1.31亿 | 0.36% | 2,746,116 | 86,923 | 3.3% | $415.06万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $1.34亿 | 0.37% | 808,959 | 37,148 | 4.8% | $616.47万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $1.35亿 | 0.37% | 12,697,269 | -95,249 | -0.7% | -$101.06万 | 减仓 |
| SITM | SITIME CORP | $1.37亿 | 0.37% | 183,771 | 5,516 | 3.1% | $411.25万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $1.37亿 | 0.37% | 2,732,368 | 582,559 | 27.1% | $2,929.69万 | 加仓 |
| XMTR | XOMETRY INC | $1.38亿 | 0.38% | 1,430,549 | 91,124 | 6.8% | $879.53万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $1.39亿 | 0.38% | 2,228,408 | -600,499 | -21.2% | -$3,736.30万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $1.39亿 | 0.38% | 8,295,354 | 890,945 | 12.0% | $1,497.68万 | 加仓 |
| BDC | BELDEN INC | $1.41亿 | 0.38% | 1,176,261 | 125,934 | 12.0% | $1,510.07万 | 加仓 |
| HNGE | HINGE HEALTH INC | $1.42亿 | 0.39% | 1,712,507 | 57,309 | 3.5% | $475.66万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $1.42亿 | 0.39% | 4,921,268 | 1,606,825 | 48.5% | $4,642.12万 | 加仓 |
| VMI | VALMONT INDS INC | $1.42亿 | 0.39% | 246,376 | 246,376 | — | $1.42亿 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO | $1.43亿 | 0.39% | 1,712,420 | 54,199 | 3.3% | $452.45万 | 加仓 |
| MYRG | MYR GROUP INC | $1.43亿 | 0.39% | 286,686 | 286,686 | — | $1.43亿 | 新建仓 |
| MMS | MAXIMUS INC | $1.45亿 | 0.40% | 2,702,710 | 621,244 | 29.8% | $3,339.81万 | 加仓 |
| FHI | FEDERATED HERMES INC | $1.47亿 | 0.40% | 2,670,077 | 22,351 | 0.8% | $123.42万 | 加仓 |
| HRB | BLOCK H & R INC | $1.51亿 | 0.41% | 3,975,923 | -304,370 | -7.1% | -$1,159.04万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $1.52亿 | 0.41% | 1,487,384 | -209,039 | -12.3% | -$2,129.69万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1.54亿 | 0.42% | 6,240,240 | 225,176 | 3.7% | $554.16万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $1.56亿 | 0.43% | 7,450,698 | 325,418 | 4.6% | $682.40万 | 加仓 |
| NXT | NEXTPOWER INC | $1.56亿 | 0.43% | 1,313,321 | -30,409 | -2.3% | -$362.29万 | 减仓 |
| CROX | CROCS INC | $1.57亿 | 0.43% | 1,297,578 | 46,969 | 3.8% | $566.63万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $1.60亿 | 0.44% | 2,234,273 | -97,781 | -4.2% | -$701.48万 | 减仓 |
| CE | CELANESE CORP DEL | $1.62亿 | 0.44% | 3,519,087 | -199,714 | -5.4% | -$918.68万 | 减仓 |
| MXL | MAXLINEAR INC | $1.64亿 | 0.45% | 1,282,533 | 1,282,533 | — | $1.64亿 | 新建仓 |
| RAL | RALLIANT CORP | $1.66亿 | 0.45% | 2,255,379 | 2,255,379 | — | $1.66亿 | 新建仓 |
| TFX | TELEFLEX INCORPORATED | $1.67亿 | 0.46% | 1,320,946 | -43,004 | -3.2% | -$545.12万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $1.75亿 | 0.48% | 2,145,791 | -22,253 | -1.0% | -$181.36万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1.77亿 | 0.48% | 1,101,986 | 60,632 | 5.8% | $972.66万 | 加仓 |
| R | RYDER SYS INC | $1.79亿 | 0.49% | 679,311 | -76,144 | -10.1% | -$2,008.45万 | 减仓 |
| CNO | CNO FINL GROUP INC | $1.81亿 | 0.49% | 3,551,078 | -201,914 | -5.4% | -$1,029.36万 | 减仓 |
| CBT | CABOT CORP | $1.82亿 | 0.50% | 2,003,514 | -44,746 | -2.2% | -$406.38万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $1.83亿 | 0.50% | 2,649,694 | 55,557 | 2.1% | $384.40万 | 加仓 |
| DINO | HF SINCLAIR CORP | $1.87亿 | 0.51% | 2,687,030 | 436,845 | 19.4% | $3,042.63万 | 加仓 |
| RL | RALPH LAUREN CORP | $1.89亿 | 0.51% | 470,044 | 24,929 | 5.6% | $1,000.67万 | 加仓 |
| AGCO | AGCO CORP | $1.89亿 | 0.52% | 1,579,468 | -166,866 | -9.6% | -$1,997.39万 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $1.89亿 | 0.52% | 4,615,816 | 86,233 | 1.9% | $353.81万 | 加仓 |
| FORM | FORMFACTOR INC | $1.89亿 | 0.52% | 1,184,611 | 47,255 | 4.2% | $755.75万 | 加仓 |
| ICUI | ICU MED INC | $1.90亿 | 0.52% | 1,298,127 | 77,588 | 6.4% | $1,137.44万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $1.95亿 | 0.53% | 6,886,367 | -93,603 | -1.3% | -$265.65万 | 减仓 |
| RYN | RAYONIER INC | $1.98亿 | 0.54% | 9,301,140 | 11,409 | 0.1% | $24.28万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $1.99亿 | 0.54% | 3,841,325 | -93,520 | -2.4% | -$484.71万 | 减仓 |
| UGI | UGI CORP NEW | $2.03亿 | 0.55% | 5,882,917 | 540,545 | 10.1% | $1,867.04万 | 加仓 |