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 |
|---|---|---|---|---|---|---|---|---|
| AUB | ATLANTIC UN BANKSHARES CORP | $1.00亿 | 0.36% | 2,369,515 | -86,474 | -3.5% | -$365.87万 | 减仓 |
| ROST | ROSS STORES INC | $1.02亿 | 0.37% | 480,378 | -9,018 | -1.8% | -$191.95万 | 减仓 |
| CSX | CSX CORP | $1.03亿 | 0.37% | 2,170,967 | -42,221 | -1.9% | -$200.68万 | 减仓 |
| BIDU | BAIDU INC | $1.04亿 | 0.37% | 906,681 | 48,712 | 5.7% | $556.73万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $1.04亿 | 0.38% | 793,030 | 11,358 | 1.5% | $149.28万 | 加仓 |
| DIOD | DIODES INC | $1.06亿 | 0.38% | 964,595 | -36,840 | -3.7% | -$403.18万 | 减仓 |
| IQV | IQVIA HLDGS INC | $1.06亿 | 0.38% | 548,088 | 13,441 | 2.5% | $259.71万 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $1.06亿 | 0.38% | 2,890,502 | 988,308 | 52.0% | $3,634.01万 | 加仓 |
| AVTR | AVANTOR INC | $1.06亿 | 0.38% | 10,748,525 | 4,723,813 | 78.4% | $4,676.57万 | 加仓 |
| CTS | CTS CORP | $1.08亿 | 0.39% | 1,651,926 | -63,290 | -3.7% | -$412.59万 | 减仓 |
| BPOP | POPULAR INC | $1.08亿 | 0.39% | 656,320 | -25,634 | -3.8% | -$420.86万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $1.09亿 | 0.39% | 1,296,501 | -50,712 | -3.8% | -$425.22万 | 减仓 |
| TRMK | TRUSTMARK CORP | $1.12亿 | 0.40% | 2,439,025 | -93,577 | -3.7% | -$430.55万 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $1.13亿 | 0.41% | 3,232,896 | -124,179 | -3.7% | -$435.74万 | 减仓 |
| TWLO | TWILIO INC | $1.17亿 | 0.42% | 565,451 | -11,118 | -1.9% | -$229.40万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $1.19亿 | 0.43% | 5,551,025 | 2,723,817 | 96.3% | $5,818.07万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $1.19亿 | 0.43% | 1,192,129 | -43,854 | -3.5% | -$438.10万 | 减仓 |
| PSN | PARSONS CORP DEL | $1.20亿 | 0.43% | 2,294,501 | 514,151 | 28.9% | $2,693.64万 | 加仓 |
| WEX | WEX INC | $1.21亿 | 0.44% | 857,373 | -25,632 | -2.9% | -$361.64万 | 减仓 |
| NXT | NEXTPOWER INC | $1.22亿 | 0.44% | 1,026,538 | -31,528 | -3.0% | -$375.62万 | 减仓 |
| AOS | SMITH A O CORP | $1.24亿 | 0.45% | 1,971,613 | -55,707 | -2.7% | -$349.39万 | 减仓 |
| AVT | AVNET INC | $1.24亿 | 0.45% | 1,399,020 | -30,929 | -2.2% | -$274.71万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $1.25亿 | 0.45% | 753,089 | -208,094 | -21.6% | -$3,453.32万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $1.26亿 | 0.45% | 3,309,674 | -98,999 | -2.9% | -$376.79万 | 减仓 |
| NSP | INSPERITY INC | $1.28亿 | 0.46% | 3,099,996 | 1,033,524 | 50.0% | $4,269.49万 | 加仓 |
| IBN | ICICI BANK LIMITED | $1.31亿 | 0.47% | 4,504,348 | 34,487 | 0.8% | $100.12万 | 加仓 |
| DGII | DIGI INTL INC | $1.32亿 | 0.48% | 1,763,379 | -37,330 | -2.1% | -$279.79万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $1.33亿 | 0.48% | 476,506 | 163,433 | 52.2% | $4,576.12万 | 加仓 |
| CACI | CACI INTL INC | $1.34亿 | 0.48% | 288,978 | 65,025 | 29.0% | $3,012.35万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1.36亿 | 0.49% | 767,973 | -16,129 | -2.1% | -$284.61万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $1.36亿 | 0.49% | 1,399,698 | 266,621 | 23.5% | $2,585.42万 | 加仓 |
| EQNR | EQUINOR ASA | $1.36亿 | 0.49% | 4,324,481 | 54,738 | 1.3% | $171.88万 | 加仓 |
| RIO | RIO TINTO PLC | $1.37亿 | 0.49% | 1,445,246 | 2,260 | 0.2% | $21.45万 | 加仓 |
| NVS | NOVARTIS AG | $1.39亿 | 0.50% | 886,634 | 1,344 | 0.2% | $21.06万 | 加仓 |
| OII | OCEANEERING INTL INC | $1.44亿 | 0.52% | 3,547,295 | -137,018 | -3.7% | -$555.20万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $1.44亿 | 0.52% | 1,342,185 | 218,629 | 19.5% | $2,343.48万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $1.49亿 | 0.54% | 607,048 | -25,314 | -4.0% | -$620.62万 | 减仓 |
| SARO | STANDARDAERO INC | $1.51亿 | 0.55% | 5,058,565 | 5,058,565 | — | $1.51亿 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.55亿 | 0.56% | 442,602 | -8,815 | -2.0% | -$308.59万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $1.55亿 | 0.56% | 5,427,972 | 5,427,972 | — | $1.55亿 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $1.56亿 | 0.56% | 2,104,577 | 14,600 | 0.7% | $108.10万 | 加仓 |
| SON | SONOCO PRODS CO | $1.59亿 | 0.57% | 2,829,098 | 242,710 | 9.4% | $1,367.67万 | 加仓 |
| LFUS | LITTELFUSE INC | $1.60亿 | 0.58% | 351,359 | -17,104 | -4.6% | -$778.80万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $1.60亿 | 0.58% | 2,012,694 | -75,924 | -3.6% | -$603.90万 | 减仓 |
| CDP | COPT DEFENSE PROPERTIES | $1.61亿 | 0.58% | 4,420,946 | -102,795 | -2.3% | -$374.07万 | 减仓 |
| EMN | EASTMAN CHEM CO | $1.61亿 | 0.58% | 2,402,860 | -43,374 | -1.8% | -$290.52万 | 减仓 |
| BHE | BENCHMARK ELECTRS INC | $1.62亿 | 0.58% | 1,640,669 | -62,889 | -3.7% | -$620.53万 | 减仓 |
| TKR | TIMKEN CO | $1.65亿 | 0.59% | 1,135,223 | -33,361 | -2.9% | -$484.80万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1.65亿 | 0.60% | 521,980 | -7,924 | -1.5% | -$251.11万 | 减仓 |
| — | WEBSTER FINL CORP | $1.67亿 | 0.60% | 2,190,607 | -41,954 | -1.9% | -$320.61万 | 减仓 |
| BXP | BXP INC | $1.68亿 | 0.61% | 2,530,668 | -22,165 | -0.9% | -$146.98万 | 减仓 |
| BIO | BIO RAD LABS INC | $1.71亿 | 0.61% | 580,752 | -7,979 | -1.4% | -$234.27万 | 减仓 |
| MAS | MASCO CORP | $1.75亿 | 0.63% | 2,149,015 | -30,424 | -1.4% | -$247.56万 | 减仓 |
| CMI | CUMMINS INC | $1.75亿 | 0.63% | 245,690 | -14,840 | -5.7% | -$1,058.40万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $1.75亿 | 0.63% | 1,620,100 | -565,360 | -25.9% | -$6,120.59万 | 减仓 |
| SANM | SANMINA CORP | $1.77亿 | 0.64% | 699,656 | -155,966 | -18.2% | -$3,947.19万 | 减仓 |
| UMBF | UMB FINL CORP | $1.77亿 | 0.64% | 1,242,430 | -35,459 | -2.8% | -$506.21万 | 减仓 |
| QGEN | QIAGEN NV | $1.79亿 | 0.64% | 4,573,455 | 704,966 | 18.2% | $2,756.42万 | 加仓 |
| AIR | AAR CORP | $1.79亿 | 0.65% | 1,252,035 | -53,035 | -4.1% | -$758.03万 | 减仓 |
| AIN | ALBANY INTL CORP | $1.81亿 | 0.65% | 2,424,440 | -82,696 | -3.3% | -$616.09万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $1.82亿 | 0.66% | 3,970,649 | -163,854 | -4.0% | -$750.94万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $1.88亿 | 0.68% | 1,267,316 | -32,472 | -2.5% | -$482.31万 | 减仓 |
| PLXS | PLEXUS CORP | $1.89亿 | 0.68% | 628,196 | -24,242 | -3.7% | -$728.88万 | 减仓 |
| BOX | BOX INC | $1.89亿 | 0.68% | 7,119,498 | -185,760 | -2.5% | -$493.01万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1.93亿 | 0.70% | 266,853 | -12,718 | -4.5% | -$919.51万 | 减仓 |
| ALB | ALBEMARLE CORP | $1.93亿 | 0.70% | 1,431,928 | -169,104 | -10.6% | -$2,283.41万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $1.99亿 | 0.72% | 1,701,405 | -31,907 | -1.8% | -$372.58万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2.06亿 | 0.74% | 148,707 | -3,064 | -2.0% | -$423.56万 | 减仓 |
| MDU | MDU RES GROUP INC | $2.06亿 | 0.74% | 9,726,856 | -155,024 | -1.6% | -$328.81万 | 减仓 |
| CIB | GRUPO CIBEST SA | $2.08亿 | 0.75% | 2,623,309 | 10,103 | 0.4% | $80.25万 | 加仓 |
| ENS | ENERSYS | $2.10亿 | 0.76% | 896,981 | -48,584 | -5.1% | -$1,135.99万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $2.10亿 | 0.76% | 1,626,223 | -29,934 | -1.8% | -$386.42万 | 减仓 |
| ICLR | ICON PUB LTD CO | $2.16亿 | 0.78% | 1,242,639 | 356,849 | 40.3% | $6,198.82万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $2.19亿 | 0.79% | 2,312,969 | -49,187 | -2.1% | -$465.01万 | 减仓 |
| MIDD | MIDDLEBY CORP | $2.19亿 | 0.79% | 1,272,385 | -19,847 | -1.5% | -$341.39万 | 减仓 |
| VMI | VALMONT INDS INC | $2.20亿 | 0.80% | 381,692 | -6,997 | -1.8% | -$404.15万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $2.21亿 | 0.80% | 1,374,559 | -26,075 | -1.9% | -$419.08万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $2.22亿 | 0.80% | 1,043,834 | -18,941 | -1.8% | -$403.59万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $2.23亿 | 0.80% | 4,076,107 | -119,972 | -2.9% | -$655.29万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $2.25亿 | 0.81% | 802,680 | -11,661 | -1.4% | -$326.38万 | 减仓 |
| CNC | CENTENE CORP DEL | $2.27亿 | 0.82% | 3,536,856 | -50,612 | -1.4% | -$324.88万 | 减仓 |
| EME | EMCOR GROUP INC | $2.27亿 | 0.82% | 274,102 | -4,649 | -1.7% | -$385.81万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $2.42亿 | 0.87% | 2,043,878 | -36,428 | -1.8% | -$430.62万 | 减仓 |
| SNPS | SYNOPSYS INC | $2.43亿 | 0.88% | 544,093 | -4,647 | -0.8% | -$207.29万 | 减仓 |
| BWA | BORGWARNER INC | $2.46亿 | 0.89% | 3,702,143 | -76,526 | -2.0% | -$508.13万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $2.46亿 | 0.89% | 2,852,492 | -579,351 | -16.9% | -$4,995.74万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $2.47亿 | 0.89% | 3,630,876 | 231,228 | 6.8% | $1,574.89万 | 加仓 |
| FLS | FLOWSERVE CORP | $2.52亿 | 0.91% | 3,394,740 | 667,269 | 24.5% | $4,948.47万 | 加仓 |
| SF | STIFEL FINL CORP | $2.52亿 | 0.91% | 3,608,530 | -81,584 | -2.2% | -$569.21万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $2.54亿 | 0.92% | 1,120,011 | 148,645 | 15.3% | $3,371.12万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2.55亿 | 0.92% | 382,444 | -6,891 | -1.8% | -$459.56万 | 减仓 |
| FLEX | FLEX LTD | $2.64亿 | 0.95% | 1,631,294 | -997,802 | -38.0% | -$1.62亿 | 减仓 |
| DHI | D R HORTON INC | $2.68亿 | 0.97% | 1,644,845 | -28,354 | -1.7% | -$461.83万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $2.81亿 | 1.01% | 1,364,023 | -23,378 | -1.7% | -$481.61万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $2.91亿 | 1.05% | 2,172,720 | -56,264 | -2.5% | -$754.67万 | 减仓 |
| ARW | ARROW ELECTRS INC | $2.95亿 | 1.06% | 1,380,012 | -27,491 | -2.0% | -$586.69万 | 减仓 |
| CBT | CABOT CORP | $3.04亿 | 1.10% | 3,345,689 | 187,072 | 5.9% | $1,698.99万 | 加仓 |
| ENTG | ENTEGRIS INC | $3.34亿 | 1.21% | 1,858,657 | -31,991 | -1.7% | -$575.39万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $3.35亿 | 1.21% | 2,203,294 | -19,305 | -0.9% | -$293.49万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $3.56亿 | 1.28% | 954,262 | -272,225 | -22.2% | -$1.02亿 | 减仓 |