SEIZERT CAPITAL PARTNERS, LLC
BIRMINGHAM MI · SEC CIK 0001134283
$21.73亿2026Q1 申报市值
170持仓数
28.1%前十大占比 · 第一大 3.0%
23 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ZM 加仓+$3,963.28万
GNTX 加仓+$3,759.93万
SNA 加仓+$3,389.97万
PHM 新建仓+$2,965.69万
MTCH 加仓+$1,032.70万
2026Q1 卖出最多 按季末市值估算
WMT 减仓-$3,742.29万
GS 减仓-$2,541.78万
UTHR 减仓-$2,422.62万
GOOGL 减仓-$2,158.17万
JNJ 减仓-$1,420.95万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RHI | Robert Half Inc. | $0 | 0.00% | 0 | -516,338 | -100.0% | -$1,402.37万 | 清仓 |
| TROW | Price T Rowe Group Inc. | $0 | 0.00% | 0 | -80,145 | -100.0% | -$820.52万 | 清仓 |
| NATL | NCR Atleos Corp. | $0 | 0.00% | 0 | -125,738 | -100.0% | -$479.19万 | 清仓 |
| PBH | Prestige Consumer Healthcare Inc | $0 | 0.00% | 0 | -70,953 | -100.0% | -$437.71万 | 清仓 |
| PLUS | Eplus Inc | $0 | 0.00% | 0 | -47,555 | -100.0% | -$417.06万 | 清仓 |
| IWD | iShares Trust RUS 1000 VAL ETF | $0 | 0.00% | 0 | -17,577 | -100.0% | -$369.71万 | 清仓 |
| — | Gates Industrial Corp PLC | $0 | 0.00% | 0 | -170,995 | -100.0% | -$367.13万 | 清仓 |
| ENR | Energizer Holdings Inc | $0 | 0.00% | 0 | -183,945 | -100.0% | -$365.87万 | 清仓 |
| VIRT | Virtu Financial Inc | $0 | 0.00% | 0 | -109,405 | -100.0% | -$364.54万 | 清仓 |
| ICFI | ICF International Inc | $0 | 0.00% | 0 | -41,136 | -100.0% | -$350.89万 | 清仓 |
| REZI | Resideo Technologies Inc | $0 | 0.00% | 0 | -64,548 | -100.0% | -$226.69万 | 清仓 |
| TOWN | TowneBank (Portsmouth Virginia) | $0 | 0.00% | 0 | -60,265 | -100.0% | -$201.10万 | 清仓 |
| WLY | Wiley John & Sons Inc. | $0 | 0.00% | 0 | -65,596 | -100.0% | -$200.92万 | 清仓 |
| BCO | Brinks Company | $0 | 0.00% | 0 | -16,999 | -100.0% | -$198.43万 | 清仓 |
| EME | Emcor Group Inc | $0 | 0.00% | 0 | -2,069 | -100.0% | -$126.58万 | 清仓 |
| PFE | Pfizer Inc. | $0 | 0.00% | 0 | -41,123 | -100.0% | -$102.40万 | 清仓 |
| OSPN | Onespan Inc | $0 | 0.00% | 0 | -62,325 | -100.0% | -$80.03万 | 清仓 |
| EPC | Edgewell Personal Care Co | $0 | 0.00% | 0 | -30,076 | -100.0% | -$51.28万 | 清仓 |
| TCBX | Third Coast Bancshares Inc. | $0 | 0.00% | 0 | -11,644 | -100.0% | -$44.26万 | 清仓 |
| LEN/B | Lennar Corp. | $0 | 0.00% | 0 | -4,024 | -100.0% | -$38.28万 | 清仓 |
| — | Nathans Famous Inc | $0 | 0.00% | 0 | -3,902 | -100.0% | -$36.51万 | 清仓 |
| PKBK | Parke Bancorp Inc. | $0 | 0.00% | 0 | -13,363 | -100.0% | -$33.46万 | 清仓 |
| WINA | Winmark Corp. | $0 | 0.00% | 0 | -813 | -100.0% | -$32.92万 | 清仓 |
| HSTM | HealthStream Inc. | $0 | 0.00% | 0 | -13,776 | -100.0% | -$31.78万 | 清仓 |
| KRT | Karat Packaging Inc. | $0 | 0.00% | 0 | -11,755 | -100.0% | -$26.53万 | 清仓 |
| HDSN | Hudson Technologes Inc | $0 | 0.00% | 0 | -38,023 | -100.0% | -$26.05万 | 清仓 |
| IDT | IDT Corp | $0 | 0.00% | 0 | -5,023 | -100.0% | -$25.72万 | 清仓 |
| NXST | Nexstar Media Group Inc | $0 | 0.00% | 0 | -1,226 | -100.0% | -$24.89万 | 清仓 |
| EFOR | Asgn Incorporated | $0 | 0.00% | 0 | -5,082 | -100.0% | -$24.48万 | 清仓 |
| ADP | Automatic Data Processing, Inc. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LEGH | Legacy Housing Corp. | $0 | 0.00% | 0 | -12,376 | -100.0% | -$24.16万 | 清仓 |
| BHC | Bausch Health Companies Inc. | $10.83万 | 0.00% | 20,053 | 20,053 | — | $10.83万 | 新建仓 |
| JBI | Janus International Group Inc | $13.52万 | 0.01% | 26,245 | 0 | 0.0% | — | 不变 |
| HCKT | Hackett Group Inc. | $15.26万 | 0.01% | 11,732 | 0 | 0.0% | — | 不变 |
| MITK | Mitek Systems Inc. | $16.01万 | 0.01% | 11,858 | 11,858 | — | $16.01万 | 新建仓 |
| WT | WisdomTree, Inc. | $16.32万 | 0.01% | 11,211 | 0 | 0.0% | — | 不变 |
| DV | DoubleVerify Holdings Inc | $19.92万 | 0.01% | 20,971 | 20,971 | — | $19.92万 | 新建仓 |
| PG | The Procter & Gamble Co. | $21.67万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| BVS | Bioventus Inc. | $22.60万 | 0.01% | 24,758 | 0 | 0.0% | — | 不变 |
| ZBRA | Zebra Technologies Corporation | $22.62万 | 0.01% | 1,082 | -19,577 | -94.8% | -$409.32万 | 减仓 |
| SCSC | ScanSource Inc. | $23.38万 | 0.01% | 6,441 | 0 | 0.0% | — | 不变 |
| VRTS | Virtus Investment Partners Inc. | $23.65万 | 0.01% | 1,760 | 0 | 0.0% | — | 不变 |
| DGII | Digi International Inc. | $27.12万 | 0.01% | 5,627 | -5,249 | -48.3% | -$25.30万 | 减仓 |
| DAKT | Daktronics Inc. | $27.88万 | 0.01% | 14,261 | 0 | 0.0% | — | 不变 |
| AVAH | Aveanna Healthcare Holdings Inc | $28.23万 | 0.01% | 43,841 | 10,692 | 32.3% | $6.89万 | 加仓 |
| MCK | Mckesson Corp. | $28.64万 | 0.01% | 331 | 0 | 0.0% | — | 不变 |
| INMD | Inmode Limited | $28.68万 | 0.01% | 20,965 | 20,965 | — | $28.68万 | 新建仓 |
| CRAI | CRA International Inc. | $29.43万 | 0.01% | 1,818 | 0 | 0.0% | — | 不变 |
| RLGT | Radiant Logistics Inc. | $29.82万 | 0.01% | 42,302 | -13,050 | -23.6% | -$9.20万 | 减仓 |
| HCI | HCI Group, Inc. | $30.33万 | 0.01% | 1,962 | 510 | 35.1% | $7.89万 | 加仓 |
| TNC | Tennant Co | $31.85万 | 0.01% | 4,796 | 1,550 | 47.8% | $10.29万 | 加仓 |
| WNEB | Western New England Bancorp Inc | $32.43万 | 0.01% | 25,083 | -4,537 | -15.3% | -$5.87万 | 减仓 |
| AHCO | AdaptHealth Corporation | $32.49万 | 0.01% | 27,306 | 6,481 | 31.1% | $7.71万 | 加仓 |
| III | Information Services Group Inc. | $33.14万 | 0.02% | 86,306 | 0 | 0.0% | — | 不变 |
| — | Catalyst Pharmaceuticals Inc. | $33.43万 | 0.02% | 13,500 | 13,500 | — | $33.43万 | 新建仓 |
| XPEL | Xpel Inc. | $33.63万 | 0.02% | 7,598 | 0 | 0.0% | — | 不变 |
| UTMD | Utah Medical Products Inc. | $33.70万 | 0.02% | 5,436 | 0 | 0.0% | — | 不变 |
| AZO | Autozone, Inc. | $34.45万 | 0.02% | 102 | -11 | -9.7% | -$3.72万 | 减仓 |
| DOLE | Dole PLC | $34.54万 | 0.02% | 24,174 | 7,906 | 48.6% | $11.30万 | 加仓 |
| HLIT | Harmonic Inc | $34.90万 | 0.02% | 38,869 | 24,326 | 167.3% | $21.84万 | 加仓 |
| TNK | Teekay Tankers Ltd. | $35.97万 | 0.02% | 4,906 | 4,906 | — | $35.97万 | 新建仓 |
| ACEL | Accel Entertainment Inc | $35.99万 | 0.02% | 32,989 | 0 | 0.0% | — | 不变 |
| ADEA | Adeia Inc. | $37.63万 | 0.02% | 15,661 | 0 | 0.0% | — | 不变 |
| VVX | V2X Inc | $38.77万 | 0.02% | 5,660 | 1,431 | 33.8% | $9.80万 | 加仓 |
| BAC | Bank of America Corp. | $39.36万 | 0.02% | 8,074 | -100 | -1.2% | -$4,875 | 减仓 |
| ODC | Oil-Dri Corporation Of America | $39.42万 | 0.02% | 6,057 | 1,329 | 28.1% | $8.65万 | 加仓 |
| NWPX | NWPX Infrastructure Inc. | $40.40万 | 0.02% | 5,189 | 0 | 0.0% | — | 不变 |
| TSBK | Timberland Bancorp inc. | $40.55万 | 0.02% | 10,285 | 0 | 0.0% | — | 不变 |
| MD | Pediatrix Medical Group Inc | $42.35万 | 0.02% | 19,799 | 3,565 | 22.0% | $7.63万 | 加仓 |
| AKRE | Professionally Managed Portfolios AKRE FOCUS ETF | $43.36万 | 0.02% | 8,204 | 0 | 0.0% | — | 不变 |
| GRC | Gorman-Rupp Co | $45.12万 | 0.02% | 7,263 | 1,821 | 33.5% | $11.31万 | 加仓 |
| FWONK | Liberty Media Corp Del | $45.27万 | 0.02% | 5,325 | -4,624 | -46.5% | -$39.31万 | 减仓 |
| ATEN | A10 Networks Inc | $45.66万 | 0.02% | 19,747 | 0 | 0.0% | — | 不变 |
| VGSH | Vanguard Scottsdale Funds SHORT TERM TREAS | $45.70万 | 0.02% | 7,806 | 0 | 0.0% | — | 不变 |
| — | OAK Valley Bancorp | $46.02万 | 0.02% | 14,191 | 0 | 0.0% | — | 不变 |
| VCSH | Vanguard Scottsdale Funds SHRT TRM CORP BD | $46.35万 | 0.02% | 5,848 | 42 | 0.7% | $3,329 | 加仓 |
| BSV | Vanguard Bond Index Funds SHORT TRM BOND | $47.01万 | 0.02% | 5,996 | 37 | 0.6% | $2,901 | 加仓 |
| EBF | Ennis Inc | $48.32万 | 0.02% | 22,559 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co., Inc | $50.88万 | 0.02% | 4,230 | 510 | 13.7% | $6.13万 | 加仓 |
| COST | Costco Wholesale Corporation | $76.03万 | 0.03% | 763 | 0 | 0.0% | — | 不变 |
| CMI | Cummins Inc. | $77.15万 | 0.04% | 1,434 | -117 | -7.5% | -$6.29万 | 减仓 |
| LRN | Stride Inc | $131.11万 | 0.06% | 14,870 | 96 | 0.6% | $8,464 | 加仓 |
| AGCO | Agco Corporation | $168.86万 | 0.08% | 14,573 | 14,573 | — | $168.86万 | 新建仓 |
| ADUS | Addus Homecare Corp | $172.78万 | 0.08% | 18,450 | 18,450 | — | $172.78万 | 新建仓 |
| NSSC | NAPCO Security Technologies Inc. | $176.61万 | 0.08% | 44,835 | 291 | 0.7% | $1.15万 | 加仓 |
| AXS | AXIS Capital Holdings Limited | $178.53万 | 0.08% | 17,605 | 111 | 0.6% | $1.13万 | 加仓 |
| ICSH | iShares Trust ULTRA SHORT DURATION BOND ACTIVE ETF | $184.03万 | 0.08% | 36,356 | 0 | 0.0% | — | 不变 |
| MMSI | Merit Medical Systems Inc. | $184.31万 | 0.08% | 26,739 | 26,739 | — | $184.31万 | 新建仓 |
| WDAY | Workday Inc | $187.03万 | 0.09% | 14,396 | 14,396 | — | $187.03万 | 新建仓 |
| AZZ | AZZ Inc | $189.50万 | 0.09% | 15,144 | 15,144 | — | $189.50万 | 新建仓 |
| FNB | F N B Corp (Pennsylvania) | $193.37万 | 0.09% | 115,651 | 115,651 | — | $193.37万 | 新建仓 |
| FUL | H B Fuller Company | $196.80万 | 0.09% | 31,906 | 31,906 | — | $196.80万 | 新建仓 |
| GCT | GigaCloud Technology Inc. | $198.69万 | 0.09% | 43,783 | 43,783 | — | $198.69万 | 新建仓 |
| DSGX | Descartes Systems Group Inc. | $217.18万 | 0.10% | 30,350 | 30,350 | — | $217.18万 | 新建仓 |
| FDS | FactSet Research Systems Inc. | $219.68万 | 0.10% | 10,124 | 10,124 | — | $219.68万 | 新建仓 |
| OPRA | Opera Limited | $220.48万 | 0.10% | 154,612 | 154,612 | — | $220.48万 | 新建仓 |
| SPY | State Street Spdr S&p 500 Etf Trust | $287.00万 | 0.13% | 4,413 | 787 | 21.7% | $51.18万 | 加仓 |
| QLYS | Qualys Inc | $288.50万 | 0.13% | 32,840 | 210 | 0.6% | $1.84万 | 加仓 |
| NOMD | Nomad Foods Ltd. | $301.52万 | 0.14% | 313,756 | 1,959 | 0.6% | $1.88万 | 加仓 |
| MMS | Maximus Inc | $335.54万 | 0.15% | 52,347 | 30,759 | 142.5% | $197.17万 | 加仓 |