TOWLE & CO
DENVER CO · SEC CIK 0001224014
$2.95亿2026Q2 申报市值
59持仓数
30.1%前十大占比 · 第一大 4.1%
15 / 10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
SCHL 新建仓+$722.80万
HOG 新建仓+$682.09万
INGM 新建仓+$656.73万
ATKORE INC 新建仓+$652.37万
FIVN 新建仓+$649.46万
2026Q2 卖出最多 按季末市值估算
HOV 清仓-$682.99万
OSK 清仓-$672.40万
BTU 清仓-$654.28万
LEGGETT & PLATT 清仓-$595.36万
BXC 清仓-$566.65万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| MEI | METHODE ELECTRS INC | $1,224.71万 | 4.15% | 645,605 | -73,242 | -10.2% | -$138.94万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $963.84万 | 3.27% | 36,053 | -2,069 | -5.4% | -$55.31万 | 减仓 |
| COMP | COMPASS INC | $936.77万 | 3.17% | 759,747 | 133,412 | 21.3% | $164.50万 | 加仓 |
| ARW | ARROW ELECTRS INC | $919.16万 | 3.11% | 43,070 | -1,893 | -4.2% | -$40.40万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $880.12万 | 2.98% | 308,597 | 30,108 | 10.8% | $85.87万 | 加仓 |
| NSP | INSPERITY INC | $868.50万 | 2.94% | 210,239 | 30,361 | 16.9% | $125.42万 | 加仓 |
| MGA | MAGNA INTL INC | $803.65万 | 2.72% | 122,395 | -7,652 | -5.9% | -$50.24万 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $792.19万 | 2.68% | 173,459 | -39,782 | -18.7% | -$181.68万 | 减仓 |
| GOLD | GOLD COM INC | $752.23万 | 2.55% | 180,781 | -24,766 | -12.0% | -$103.05万 | 减仓 |
| BWA | BORGWARNER INC | $729.54万 | 2.47% | 109,871 | -27,482 | -20.0% | -$182.48万 | 减仓 |
| SCHL | SCHOLASTIC CORP | $722.80万 | 2.45% | 157,131 | 157,131 | — | $722.80万 | 新建仓 |
| LEA | LEAR CORP | $707.62万 | 2.40% | 52,784 | -3,339 | -5.9% | -$44.76万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $707.60万 | 2.40% | 30,940 | 3,083 | 11.1% | $70.51万 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $682.09万 | 2.31% | 278,861 | 278,861 | — | $682.09万 | 新建仓 |
| ARCB | ARCBEST CORP | $669.99万 | 2.27% | 46,676 | -33,438 | -41.7% | -$479.97万 | 减仓 |
| INGM | INGRAM MICRO HLDG CORP | $656.73万 | 2.23% | 239,422 | 239,422 | — | $656.73万 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $652.87万 | 2.21% | 249,281 | -17,370 | -6.5% | -$45.49万 | 减仓 |
| — | ATKORE INC | $652.37万 | 2.21% | 85,793 | 85,793 | — | $652.37万 | 新建仓 |
| FIVN | FIVE9 INC | $649.46万 | 2.20% | 304,623 | 304,623 | — | $649.46万 | 新建仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $648.10万 | 2.20% | 271,397 | -17,758 | -6.1% | -$42.41万 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $612.30万 | 2.07% | 109,183 | -7,080 | -6.1% | -$39.70万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $609.06万 | 2.06% | 648,628 | 648,628 | — | $609.06万 | 新建仓 |
| PUMP | PROPETRO HLDG CORP | $604.52万 | 2.05% | 421,563 | -254,840 | -37.7% | -$365.44万 | 减仓 |
| IMKTA | INGLES MKTS INC | $601.56万 | 2.04% | 67,912 | -2,538 | -3.6% | -$22.48万 | 减仓 |
| FLR | FLUOR CORP | $593.96万 | 2.01% | 113,372 | -8,356 | -6.9% | -$43.78万 | 减仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $593.72万 | 2.01% | 35,996 | -2,125 | -5.6% | -$35.05万 | 减仓 |
| NOV | NOV INC | $584.40万 | 1.98% | 315,042 | -17,379 | -5.2% | -$32.24万 | 减仓 |
| PBF | PBF ENERGY INC | $581.07万 | 1.97% | 127,651 | -121,344 | -48.7% | -$552.36万 | 减仓 |
| RYZ | RYERSON HLDG CORP | $577.28万 | 1.96% | 234,573 | -16,617 | -6.6% | -$40.89万 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $576.86万 | 1.95% | 167,060 | 167,060 | — | $576.86万 | 新建仓 |
| ASTH | ASTRANA HEALTH INC | $570.21万 | 1.93% | 122,863 | 122,863 | — | $570.21万 | 新建仓 |
| PGNY | PROGYNY INC | $563.90万 | 1.91% | 195,595 | 195,595 | — | $563.90万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $541.28万 | 1.83% | 50,715 | -3,040 | -5.7% | -$32.45万 | 减仓 |
| FOXF | FOX FACTORY HLDG CORP | $527.21万 | 1.79% | 311,129 | -20,451 | -6.2% | -$34.65万 | 减仓 |
| PVH | PVH CORPORATION | $525.95万 | 1.78% | 70,826 | 70,826 | — | $525.95万 | 新建仓 |
| ASIX | ADVANSIX INC | $495.19万 | 1.68% | 249,091 | 234,976 | 1,664.7% | $467.13万 | 加仓 |
| EPS | WISDOMTREE TR | $481.64万 | 1.63% | 61,916 | 23,110 | 59.6% | $179.77万 | 加仓 |
| ZUMZ | ZUMIEZ INC | $400.07万 | 1.36% | 224,757 | -14,801 | -6.2% | -$26.35万 | 减仓 |
| CFFN | CAPITOL FED FINL INC | $381.16万 | 1.29% | 447,891 | -28,349 | -6.0% | -$24.12万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $371.13万 | 1.26% | 17,443 | 6,422 | 58.3% | $136.64万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $354.55万 | 1.20% | 120,188 | -7,791 | -6.1% | -$22.98万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $344.72万 | 1.17% | 46,958 | 16,267 | 53.0% | $119.42万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $334.77万 | 1.13% | 150,525 | -9,735 | -6.1% | -$21.65万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $312.02万 | 1.06% | 42,725 | -2,734 | -6.0% | -$19.97万 | 减仓 |
| — | EA SERIES TRUST | $285.76万 | 0.97% | 89,163 | 31,528 | 54.7% | $101.04万 | 加仓 |
| IVLU | ISHARES TR | $267.02万 | 0.90% | 63,849 | 23,188 | 57.0% | $96.97万 | 加仓 |
| DLS | WISDOMTREE TR | $234.23万 | 0.79% | 27,955 | 10,499 | 60.1% | $87.97万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $210.21万 | 0.71% | 45,649 | 15,753 | 52.7% | $72.54万 | 加仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $184.47万 | 0.63% | 32,748 | 12,286 | 60.0% | $69.21万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $151.00万 | 0.51% | 16,555 | 5,983 | 56.6% | $54.57万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $105.08万 | 0.36% | 21,697 | 7,474 | 52.5% | $36.20万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $87.89万 | 0.30% | 23,463 | 8,919 | 61.3% | $33.41万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $52.15万 | 0.18% | 26,512 | 11,483 | 76.4% | $22.59万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $52.06万 | 0.18% | 17,007 | 7,363 | 76.3% | $22.54万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $30.95万 | 0.10% | 4,941 | 4,941 | — | $30.95万 | 新建仓 |
| — | EA SERIES TRUST | $26.36万 | 0.09% | 7,258 | 7,258 | — | $26.36万 | 新建仓 |
| INFL | LISTED FDS TR | $24.31万 | 0.08% | 4,874 | 4,874 | — | $24.31万 | 新建仓 |
| ICOP | ISHARES TR | $23.11万 | 0.08% | 4,694 | 4,694 | — | $23.11万 | 新建仓 |
| KWEB | KRANESHARES TRUST | $20.91万 | 0.07% | 8,547 | 8,547 | — | $20.91万 | 新建仓 |
| HOV | HOVNANIAN ENTERPRISES INC | $0 | 0.00% | 0 | -61,581 | -100.0% | -$682.99万 | 清仓 |
| OSK | OSHKOSH CORP | $0 | 0.00% | 0 | -45,676 | -100.0% | -$672.40万 | 清仓 |
| BTU | PEABODY ENGR CORP | $0 | 0.00% | 0 | -198,567 | -100.0% | -$654.28万 | 清仓 |
| — | LEGGETT & PLATT INC | $0 | 0.00% | 0 | -602,592 | -100.0% | -$595.36万 | 清仓 |
| BXC | BLUELINX HLDGS INC | $0 | 0.00% | 0 | -104,587 | -100.0% | -$566.65万 | 清仓 |
| SCL | STEPAN CO | $0 | 0.00% | 0 | -105,940 | -100.0% | -$529.49万 | 清仓 |
| WNC | WABASH NATL CORP | $0 | 0.00% | 0 | -613,717 | -100.0% | -$529.02万 | 清仓 |
| ADNT | ADIENT PLC | $0 | 0.00% | 0 | -258,104 | -100.0% | -$521.63万 | 清仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $0 | 0.00% | 0 | -216,138 | -100.0% | -$400.94万 | 清仓 |
| BLMN | BLOOMIN BRANDS INC | $0 | 0.00% | 0 | -317,861 | -100.0% | -$171.64万 | 清仓 |