EARNEST PARTNERS LLC
ATLANTA GA · SEC CIK 0001102578
$277.28亿2026Q2 申报市值
304持仓数
17.4%前十大占比 · 第一大 2.7%
15 / 7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
CCL 新建仓+$1.55亿
SARO 新建仓+$1.51亿
J 加仓+$6,504.55万
ICLR 加仓+$6,198.82万
PENN 加仓+$5,818.07万
2026Q2 卖出最多 按季末市值估算
FORM 减仓-$1.78亿
FLEX 减仓-$1.62亿
HOLOGIC INC 清仓-$1.39亿
CCL 清仓-$1.39亿
AEIS 减仓-$1.02亿
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 |
|---|---|---|---|---|---|---|---|---|
| — | HOLOGIC INC | $0 | 0.00% | 0 | -1,842,926 | -100.0% | -$1.39亿 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -5,363,683 | -100.0% | -$1.39亿 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -1,776,682 | -100.0% | -$6,243.26万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -3,355 | -100.0% | -$21.79万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,240 | -100.0% | -$21.54万 | 清仓 |
| MCHI | ISHARES TR | $0 | 0.00% | 0 | -3,754 | -100.0% | -$21.09万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,003 | -100.0% | -$20.11万 | 清仓 |
| EOG | EOG RES INC | $20.86万 | 0.00% | 1,608 | 75 | 4.9% | $9,730 | 加仓 |
| EWT | ISHARES INC | $21.42万 | 0.00% | 1,972 | 1,972 | — | $21.42万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.52万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| ATRO | ASTRONICS CORP | $21.52万 | 0.00% | 2,648 | -1,435 | -35.1% | -$11.66万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $21.57万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $21.94万 | 0.00% | 872 | 872 | — | $21.94万 | 新建仓 |
| CSCO | CISCO SYS INC | $22.33万 | 0.00% | 1,901 | 1,901 | — | $22.33万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $22.55万 | 0.00% | 888 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $22.72万 | 0.00% | 608 | 608 | — | $22.72万 | 新建仓 |
| WLFC | WILLIS LEASE FIN CORP | $22.88万 | 0.00% | 1,000 | 1,000 | — | $22.88万 | 新建仓 |
| MTZ | MASTEC INC | $23.42万 | 0.00% | 563 | 563 | — | $23.42万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $23.57万 | 0.00% | 2,925 | 2,925 | — | $23.57万 | 新建仓 |
| WMT | WALMART INC | $23.71万 | 0.00% | 2,093 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $24.71万 | 0.00% | 580 | 580 | — | $24.71万 | 新建仓 |
| TGT | TARGET CORP | $24.93万 | 0.00% | 1,909 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $25.50万 | 0.00% | 1,446 | 1,446 | — | $25.50万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $28.78万 | 0.00% | 3,784 | 131 | 3.6% | $9,963 | 加仓 |
| CAT | CATERPILLAR INC | $29.60万 | 0.00% | 278 | 278 | — | $29.60万 | 新建仓 |
| IJJ | ISHARES TR | $29.74万 | 0.00% | 2,013 | 394 | 24.3% | $5.82万 | 加仓 |
| V | VISA INC | $30.05万 | 0.00% | 876 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC | $31.75万 | 0.00% | 9,769 | -261 | -2.6% | -$8,482 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $31.87万 | 0.00% | 1,283 | 40 | 3.2% | $9,935 | 加仓 |
| CVX | CHEVRON CORPORATION | $32.19万 | 0.00% | 1,942 | -223 | -10.3% | -$3.70万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $33.56万 | 0.00% | 3,057 | 44 | 1.5% | $4,830 | 加仓 |
| NTRS | NORTHERN TR CORP | $34.35万 | 0.00% | 1,976 | 63 | 3.3% | $1.10万 | 加仓 |
| GEV | GE VERNOVA INC | $34.66万 | 0.00% | 295 | 16 | 5.7% | $1.88万 | 加仓 |
| AX | AXOS FINANCIAL INC | $35.06万 | 0.00% | 3,600 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $35.61万 | 0.00% | 736 | 736 | — | $35.61万 | 新建仓 |
| CB | CHUBB LIMITED | $36.08万 | 0.00% | 1,059 | 22 | 2.1% | $7,496 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $36.46万 | 0.00% | 9,600 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $37.18万 | 0.00% | 743 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $39.32万 | 0.00% | 1,191 | 36 | 3.1% | $1.19万 | 加仓 |
| AFL | AFLAC INC | $43.89万 | 0.00% | 3,743 | 85 | 2.3% | $9,966 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $45.07万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $45.31万 | 0.00% | 2,093 | -23 | -1.1% | -$4,979 | 减仓 |
| PUK | PRUDENTIAL PLC | $46.64万 | 0.00% | 17,397 | -468 | -2.6% | -$1.25万 | 减仓 |
| LLY | ELI LILLY & CO | $47.86万 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $49.69万 | 0.00% | 1,710 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $50.44万 | 0.00% | 437 | 437 | — | $50.44万 | 新建仓 |
| ALNT | ALLIENT INC | $54.04万 | 0.00% | 5,250 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $55.36万 | 0.00% | 20,421 | -560 | -2.7% | -$1.52万 | 减仓 |
| META | META PLATFORMS INC | $55.71万 | 0.00% | 989 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $56.51万 | 0.00% | 1,304 | 85 | 7.0% | $3.68万 | 加仓 |
| MGA | MAGNA INTL INC | $60.26万 | 0.00% | 9,177 | -248 | -2.6% | -$1.63万 | 减仓 |
| TSLA | TESLA INC | $62.84万 | 0.00% | 1,494 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $68.45万 | 0.00% | 2,434 | 65 | 2.7% | $1.83万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $73.13万 | 0.00% | 26,895 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $77.71万 | 0.00% | 5,135 | -92 | -1.8% | -$1.39万 | 减仓 |
| GOOG | ALPHABET INC | $77.98万 | 0.00% | 2,207 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $79.99万 | 0.00% | 4,216 | 80 | 1.9% | $1.52万 | 加仓 |
| SONY | SONY GROUP CORP | $81.97万 | 0.00% | 40,864 | -1,089 | -2.6% | -$2.18万 | 减仓 |
| AVGO | BROADCOM INC | $86.81万 | 0.00% | 2,298 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS GROU | $88.76万 | 0.00% | 5,127 | -192 | -3.6% | -$3.32万 | 减仓 |
| EFA | ISHARES TR | $92.51万 | 0.00% | 8,905 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $93.77万 | 0.00% | 2,534 | 1,223 | 93.3% | $45.26万 | 加仓 |
| GOOGL | ALPHABET INC | $96.81万 | 0.00% | 2,709 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $106.75万 | 0.00% | 4,479 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $123.78万 | 0.00% | 17,071 | -516 | -2.9% | -$3.74万 | 减仓 |
| RELX | RELX PLC | $124.25万 | 0.00% | 39,233 | -914 | -2.3% | -$2.89万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $124.90万 | 0.00% | 3,005 | -30 | -1.0% | -$1.25万 | 减仓 |
| MSFT | MICROSOFT CORP | $126.60万 | 0.00% | 3,394 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $128.89万 | 0.00% | 16,623 | -453 | -2.7% | -$3.51万 | 减仓 |
| PPG | PPG INDS INC | $130.23万 | 0.00% | 10,737 | -214 | -2.0% | -$2.60万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $131.26万 | 0.00% | 11,008 | 2,317 | 26.7% | $27.63万 | 加仓 |
| INFY | INFOSYS LTD | $134.06万 | 0.00% | 127,794 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $135.05万 | 0.00% | 12,242 | -11,289 | -48.0% | -$124.54万 | 减仓 |
| IWN | ISHARES TR | $140.88万 | 0.01% | 6,369 | -548 | -7.9% | -$12.12万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $150.28万 | 0.01% | 11,872 | -277 | -2.3% | -$3.51万 | 减仓 |
| IWM | ISHARES TR | $151.85万 | 0.01% | 5,054 | -6,890 | -57.7% | -$207.01万 | 减仓 |
| SO | SOUTHERN CO | $152.49万 | 0.01% | 15,933 | -375 | -2.3% | -$3.59万 | 减仓 |
| INTC | INTEL CORP | $157.61万 | 0.01% | 11,288 | -302 | -2.6% | -$4.22万 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $159.45万 | 0.01% | 55,344 | -521 | -0.9% | -$1.50万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $166.17万 | 0.01% | 7,420 | -127 | -1.7% | -$2.84万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $168.12万 | 0.01% | 10,278 | -132 | -1.3% | -$2.16万 | 减仓 |
| BAC | BANK OF AMER CORP | $169.95万 | 0.01% | 29,827 | -486 | -1.6% | -$2.77万 | 减仓 |
| UL | UNILEVER PLC | $170.44万 | 0.01% | 28,350 | -450 | -1.6% | -$2.71万 | 减仓 |
| ADSK | AUTODESK INC | $171.17万 | 0.01% | 8,804 | -216 | -2.4% | -$4.20万 | 减仓 |
| WAT | WATERS CORP | $172.07万 | 0.01% | 4,588 | 588 | 14.7% | $22.05万 | 加仓 |
| DIS | DISNEY WALT CO | $177.84万 | 0.01% | 18,477 | -385 | -2.0% | -$3.71万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $193.96万 | 0.01% | 47,458 | 5,982 | 14.4% | $24.45万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $194.45万 | 0.01% | 20,449 | -546 | -2.6% | -$5.19万 | 减仓 |
| ABEV | AMBEV SA | $198.80万 | 0.01% | 633,109 | 35,585 | 6.0% | $11.17万 | 加仓 |
| AAPL | APPLE INC | $200.18万 | 0.01% | 6,918 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $212.04万 | 0.01% | 5,483 | -46 | -0.8% | -$1.78万 | 减仓 |
| BCS | BARCLAYS PLC | $215.73万 | 0.01% | 80,317 | -2,146 | -2.6% | -$5.76万 | 减仓 |
| — | EXXON MOBIL CORP | $223.50万 | 0.01% | 16,347 | -1,488 | -8.3% | -$20.34万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $229.62万 | 0.01% | 11,476 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $230.91万 | 0.01% | 8,847 | 813 | 10.1% | $21.22万 | 加仓 |
| HCKT | HACKETT GROUP INC | $276.43万 | 0.01% | 256,670 | -10,249 | -3.8% | -$11.04万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $289.55万 | 0.01% | 259,685 | -2,553 | -1.0% | -$2.85万 | 减仓 |
| HNI | HNI CORP | $295.19万 | 0.01% | 73,049 | -6,095 | -7.7% | -$24.63万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $300.50万 | 0.01% | 9,552 | -225 | -2.3% | -$7.08万 | 减仓 |
| UNP | UNION PAC CORP | $306.22万 | 0.01% | 11,258 | -244 | -2.1% | -$6.64万 | 减仓 |