SEIZERT CAPITAL PARTNERS, LLC
BIRMINGHAM MI · SEC CIK 0001134283
$24.22亿2026Q2 申报市值
181持仓数
27.8%前十大占比 · 第一大 3.3%
36 / 26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
META 加仓+$3,197.74万
NBIX 加仓+$3,196.72万
PHM 加仓+$1,764.29万
SNA 加仓+$1,750.76万
FTDR 加仓+$1,104.16万
2026Q2 卖出最多 按季末市值估算
SIRI 减仓-$5,407.98万
DBX 清仓-$3,535.88万
ACI 清仓-$2,951.28万
UTHR 减仓-$1,508.40万
QCOM 减仓-$1,441.36万
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 |
|---|---|---|---|---|---|---|---|---|
| DBX | Dropbox Inc | $0 | 0.00% | 0 | -1,556,286 | -100.0% | -$3,535.88万 | 清仓 |
| ACI | Albertsons Companies Inc. | $0 | 0.00% | 0 | -1,731,974 | -100.0% | -$2,951.28万 | 清仓 |
| ALNT | Allient Inc | $0 | 0.00% | 0 | -100,849 | -100.0% | -$595.92万 | 清仓 |
| CWCO | Consd Water Co | $0 | 0.00% | 0 | -157,282 | -100.0% | -$520.92万 | 清仓 |
| FHI | Federated Hermes Inc | $0 | 0.00% | 0 | -85,880 | -100.0% | -$487.03万 | 清仓 |
| UFPI | UFP Industries Inc | $0 | 0.00% | 0 | -51,634 | -100.0% | -$475.65万 | 清仓 |
| VMI | Valmont Industries, Inc. | $0 | 0.00% | 0 | -10,091 | -100.0% | -$403.21万 | 清仓 |
| HAE | Haemonetics Corp | $0 | 0.00% | 0 | -68,729 | -100.0% | -$387.36万 | 清仓 |
| QLYS | Qualys Inc | $0 | 0.00% | 0 | -32,840 | -100.0% | -$288.50万 | 清仓 |
| SPY | State Street Spdr S&p 500 Etf Trust | $0 | 0.00% | 0 | -4,413 | -100.0% | -$287.00万 | 清仓 |
| FDS | FactSet Research Systems Inc. | $0 | 0.00% | 0 | -10,124 | -100.0% | -$219.68万 | 清仓 |
| GCT | GigaCloud Technology Inc. | $0 | 0.00% | 0 | -43,783 | -100.0% | -$198.69万 | 清仓 |
| WDAY | Workday Inc | $0 | 0.00% | 0 | -14,396 | -100.0% | -$187.03万 | 清仓 |
| AXS | AXIS Capital Holdings Limited | $0 | 0.00% | 0 | -17,605 | -100.0% | -$178.53万 | 清仓 |
| ATEN | A10 Networks Inc | $0 | 0.00% | 0 | -19,747 | -100.0% | -$45.66万 | 清仓 |
| ADEA | Adeia Inc. | $0 | 0.00% | 0 | -15,661 | -100.0% | -$37.63万 | 清仓 |
| ACEL | Accel Entertainment Inc | $0 | 0.00% | 0 | -32,989 | -100.0% | -$35.99万 | 清仓 |
| HLIT | Harmonic Inc | $0 | 0.00% | 0 | -38,869 | -100.0% | -$34.90万 | 清仓 |
| — | Catalyst Pharmaceuticals Inc. | $0 | 0.00% | 0 | -13,500 | -100.0% | -$33.43万 | 清仓 |
| HCI | HCI Group, Inc. | $0 | 0.00% | 0 | -1,962 | -100.0% | -$30.33万 | 清仓 |
| CRAI | CRA International Inc. | $0 | 0.00% | 0 | -1,818 | -100.0% | -$29.43万 | 清仓 |
| DGII | Digi International Inc. | $0 | 0.00% | 0 | -5,627 | -100.0% | -$27.12万 | 清仓 |
| VRTS | Virtus Investment Partners Inc. | $0 | 0.00% | 0 | -1,760 | -100.0% | -$23.65万 | 清仓 |
| ZBRA | Zebra Technologies Corporation | $0 | 0.00% | 0 | -1,082 | -100.0% | -$22.62万 | 清仓 |
| WT | WisdomTree, Inc. | $0 | 0.00% | 0 | -11,211 | -100.0% | -$16.32万 | 清仓 |
| HCKT | Hackett Group Inc. | $0 | 0.00% | 0 | -11,732 | -100.0% | -$15.26万 | 清仓 |
| BHC | Bausch Health Companies Inc. | $9.89万 | 0.00% | 20,063 | 10 | 0.0% | $49 | 加仓 |
| JBI | Janus International Group Inc | $14.57万 | 0.01% | 26,258 | 13 | 0.0% | $72 | 加仓 |
| ADP | Automatic Data Processing, Inc. | $21.07万 | 0.01% | 941 | 0 | 0.0% | — | 重新持有 |
| PRTH | Priority Technology Holdings Inc. | $21.29万 | 0.01% | 31,921 | 31,921 | — | $21.29万 | 新建仓 |
| PG | The Procter & Gamble Co. | $22.00万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| EXC | Exelon Corp. | $22.21万 | 0.01% | 4,763 | 4,763 | — | $22.21万 | 新建仓 |
| RM | Regional Management Corp. | $22.43万 | 0.01% | 5,445 | 5,445 | — | $22.43万 | 新建仓 |
| AMN | AMN Healthcare Services Inc | $22.48万 | 0.01% | 6,945 | 6,945 | — | $22.48万 | 新建仓 |
| IGIC | International General Insurance Holdings Ltd | $22.60万 | 0.01% | 8,636 | 8,636 | — | $22.60万 | 新建仓 |
| BKTI | Bk Technologies Corporation | $23.26万 | 0.01% | 2,705 | 2,705 | — | $23.26万 | 新建仓 |
| CLMB | Climb Global Solutions Inc | $23.45万 | 0.01% | 10,103 | 10,103 | — | $23.45万 | 新建仓 |
| KINS | Kingstone Companies Inc | $23.89万 | 0.01% | 12,555 | 12,555 | — | $23.89万 | 新建仓 |
| MCK | Mckesson Corp. | $25.01万 | 0.01% | 331 | 0 | 0.0% | — | 不变 |
| MMM | 3M Company | $26.54万 | 0.01% | 1,639 | 1,639 | — | $26.54万 | 新建仓 |
| PAHC | Phibro Animal Health Corporation | $27.16万 | 0.01% | 8,649 | 8,649 | — | $27.16万 | 新建仓 |
| SIRI | SiriusXM Holdings Inc | $29.81万 | 0.01% | 10,092 | -1,830,730 | -99.5% | -$5,407.98万 | 减仓 |
| XPEL | Xpel Inc. | $30.13万 | 0.01% | 6,075 | -1,523 | -20.0% | -$7.55万 | 减仓 |
| INMD | Inmode Limited | $30.66万 | 0.01% | 20,974 | 9 | 0.0% | $132 | 加仓 |
| TNK | Teekay Tankers Ltd. | $31.84万 | 0.01% | 4,909 | 3 | 0.1% | $195 | 加仓 |
| STN | Stantec Inc. | $32.44万 | 0.01% | 4,708 | 4,708 | — | $32.44万 | 新建仓 |
| AZO | Autozone, Inc. | $32.60万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| BVS | Bioventus Inc. | $32.94万 | 0.01% | 34,893 | 10,135 | 40.9% | $9.57万 | 加仓 |
| MG | Mistras Group Inc | $33.08万 | 0.01% | 18,938 | 18,938 | — | $33.08万 | 新建仓 |
| DOLE | Dole PLC | $33.18万 | 0.01% | 24,185 | 11 | 0.0% | $151 | 加仓 |
| ALG | Alamo Group Inc | $33.34万 | 0.01% | 2,027 | 2,027 | — | $33.34万 | 新建仓 |
| SCSC | ScanSource Inc. | $33.57万 | 0.01% | 6,444 | 3 | 0.0% | $156 | 加仓 |
| GRC | Gorman-Rupp Co | $33.95万 | 0.01% | 3,701 | -3,562 | -49.0% | -$32.68万 | 减仓 |
| VMD | Viemed Healthcare Inc. | $34.02万 | 0.01% | 29,846 | 29,846 | — | $34.02万 | 新建仓 |
| RRBI | Red River Bancshares Inc. | $34.23万 | 0.01% | 3,750 | 3,750 | — | $34.23万 | 新建仓 |
| BCAL | California BanCorp | $34.27万 | 0.01% | 16,442 | 16,442 | — | $34.27万 | 新建仓 |
| EMR | Emerson Electric Co. | $34.28万 | 0.01% | 2,395 | 2,395 | — | $34.28万 | 新建仓 |
| MLAB | Mesa Laboratories Inc. | $34.30万 | 0.01% | 3,446 | 3,446 | — | $34.30万 | 新建仓 |
| PFIS | Peoples Financial Services Corp. | $34.34万 | 0.01% | 5,174 | 5,174 | — | $34.34万 | 新建仓 |
| NEXN | Nexxen International Ltd | $34.48万 | 0.01% | 38,181 | 38,181 | — | $34.48万 | 新建仓 |
| III | Information Services Group Inc. | $35.49万 | 0.01% | 86,346 | 40 | 0.0% | $164 | 加仓 |
| ABT | Abbott Laboratories | $36.11万 | 0.01% | 3,980 | 3,980 | — | $36.11万 | 新建仓 |
| UTMD | Utah Medical Products Inc. | $37.51万 | 0.02% | 5,438 | 2 | 0.0% | $138 | 加仓 |
| WNEB | Western New England Bancorp Inc | $38.38万 | 0.02% | 26,840 | 1,757 | 7.0% | $2.51万 | 加仓 |
| CEG | Constellation Energy Corp. | $39.42万 | 0.02% | 1,587 | 1,587 | — | $39.42万 | 新建仓 |
| RLGT | Radiant Logistics Inc. | $40.04万 | 0.02% | 42,322 | 20 | 0.0% | $189 | 加仓 |
| DV | DoubleVerify Holdings Inc | $41.81万 | 0.02% | 38,566 | 17,595 | 83.9% | $19.07万 | 加仓 |
| TNC | Tennant Co | $42.00万 | 0.02% | 4,798 | 2 | 0.0% | $175 | 加仓 |
| VVX | V2X Inc | $42.22万 | 0.02% | 5,663 | 3 | 0.1% | $224 | 加仓 |
| DAKT | Daktronics Inc. | $42.68万 | 0.02% | 21,819 | 7,558 | 53.0% | $14.78万 | 加仓 |
| AKRE | Professionally Managed Portfolios AKRE FOCUS ETF | $43.64万 | 0.02% | 8,204 | 0 | 0.0% | — | 不变 |
| AHCO | AdaptHealth Corporation | $44.30万 | 0.02% | 42,519 | 15,213 | 55.7% | $15.85万 | 加仓 |
| MITK | Mitek Systems Inc. | $44.52万 | 0.02% | 22,114 | 10,256 | 86.5% | $20.65万 | 加仓 |
| VGSH | Vanguard Scottsdale Funds SHORT TERM TREAS | $45.43万 | 0.02% | 7,806 | 0 | 0.0% | — | 不变 |
| EBF | Ennis Inc | $45.73万 | 0.02% | 21,521 | -1,038 | -4.6% | -$2.21万 | 减仓 |
| BAC | Bank of America Corp. | $46.01万 | 0.02% | 8,074 | 0 | 0.0% | — | 不变 |
| TSBK | Timberland Bancorp inc. | $46.10万 | 0.02% | 10,289 | 4 | 0.0% | $179 | 加仓 |
| VCSH | Vanguard Scottsdale Funds SHRT TRM CORP BD | $46.73万 | 0.02% | 5,913 | 65 | 1.1% | $5,137 | 加仓 |
| BSV | Vanguard Bond Index Funds SHORT TRM BOND | $47.17万 | 0.02% | 6,054 | 58 | 1.0% | $4,519 | 加仓 |
| — | OAK Valley Bancorp | $47.91万 | 0.02% | 14,198 | 7 | 0.0% | $236 | 加仓 |
| AVAH | Aveanna Healthcare Holdings Inc | $49.31万 | 0.02% | 57,538 | 13,697 | 31.2% | $11.74万 | 加仓 |
| MD | Pediatrix Medical Group Inc | $50.18万 | 0.02% | 19,809 | 10 | 0.1% | $253 | 加仓 |
| FWONK | Liberty Media Corp Del | $50.66万 | 0.02% | 5,325 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co., Inc | $54.36万 | 0.02% | 4,230 | 0 | 0.0% | — | 不变 |
| NWPX | NWPX Infrastructure Inc. | $61.00万 | 0.03% | 4,068 | -1,121 | -21.6% | -$16.81万 | 减仓 |
| ODC | Oil-Dri Corporation Of America | $61.93万 | 0.03% | 6,059 | 2 | 0.0% | $204 | 加仓 |
| BLK | Blackrock Inc. | $68.46万 | 0.03% | 712 | 712 | — | $68.46万 | 新建仓 |
| COST | Costco Wholesale Corporation | $71.38万 | 0.03% | 763 | 0 | 0.0% | — | 不变 |
| ABBV | AbbVie Inc. | $100.15万 | 0.04% | 3,980 | 3,980 | — | $100.15万 | 新建仓 |
| CMI | Cummins Inc. | $102.27万 | 0.04% | 1,434 | 0 | 0.0% | — | 不变 |
| FOXA | Fox Corporation | $122.26万 | 0.05% | 23,440 | -163,340 | -87.5% | -$851.98万 | 减仓 |
| ICSH | iShares Trust ULTRA SHORT DURATION BOND ACTIVE ETF | $183.89万 | 0.08% | 36,356 | 0 | 0.0% | — | 不变 |
| NSSC | NAPCO Security Technologies Inc. | $184.70万 | 0.08% | 48,631 | 3,796 | 8.5% | $14.42万 | 加仓 |
| AGCO | Agco Corporation | $189.29万 | 0.08% | 15,814 | 1,241 | 8.5% | $14.85万 | 加仓 |
| FNB | F N B Corp (Pennsylvania) | $239.42万 | 0.10% | 125,482 | 9,831 | 8.5% | $18.76万 | 加仓 |
| AZZ | AZZ Inc | $254.76万 | 0.11% | 16,431 | 1,287 | 8.5% | $19.95万 | 加仓 |
| GIC | Global Industrial Company | $266.12万 | 0.11% | 79,533 | 79,533 | — | $266.12万 | 新建仓 |
| CNXN | PC Connection Inc. | $268.26万 | 0.11% | 36,753 | 36,753 | — | $268.26万 | 新建仓 |
| MCB | Metropolitan Bank Holding Corp | $274.43万 | 0.11% | 27,788 | 27,788 | — | $274.43万 | 新建仓 |
| OGC | OceanaGold Corp. | $277.06万 | 0.11% | 110,469 | 110,469 | — | $277.06万 | 新建仓 |