13F 机构持仓

SILVERCREST ASSET MANAGEMENT GROUP LLC

NEW YORK NY · SEC CIK 0001232395

2026Q22026Q1 更早 9 个季度 🔒
$138.38亿2026Q1 申报市值
832持仓数
13.1%前十大占比 · 第一大 1.9%
45 / 67新建仓 / 清仓
申报市值走势$152.59亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AVGO 1.9%
MSFT 1.7%
GOOG 1.7%
AAPL 1.4%
CSCO 1.1%
ESI 1.1%
GOOGL 1.1%
IWF 1.0%
WMB 1.0%
JNJ 1.0%

2026Q1 买入最多 按季末市值估算

PNFP 新建仓+$6,174.07万
RYN 新建仓+$5,390.12万
RL 新建仓+$4,124.86万
CL 加仓+$3,230.58万
NIC 新建仓+$3,142.64万

2026Q1 卖出最多 按季末市值估算

CADENCE BANK COM 清仓-$8,330.39万
SYNOVUS FINL COR 清仓-$8,109.81万
POTLATCH CORP NE 清仓-$6,330.71万
CLEARWATER ANALY 清仓-$2,973.96万
NOBL 减仓-$2,696.28万

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
KNSL KINSALE CAP GROUP INC COM $103.56万0.01%3,031 -23-0.8% -$7,858 减仓
ACGL ARCH CAP GROUP LTD ORD $102.23万0.01%10,650 00.0% — 不变
COIN COINBASE GLOBAL INC COM CL A $99.44万0.01%5,695 4,692467.8% $81.93万 加仓
MKC MCCORMICK & CO INC COM NON VTG $99.01万0.01%19,630 3001.6% $1.51万 加仓
CATH GLOBAL X FDS $98.70万0.01%12,630 -1,280-9.2% -$10.00万 减仓
ENB ENBRIDGE INC COM $97.81万0.01%18,067 -1,141-5.9% -$6.18万 减仓
MET METLIFE INC COM $95.75万0.01%13,539 -460-3.3% -$3.25万 减仓
SMMD ISHARES TR $95.44万0.01%12,500 -5,400-30.2% -$41.23万 减仓
SCHW SCHWAB CHARLES CORP NEW COM $95.30万0.01%10,140 00.0% — 不变
TOST TOAST INC CL A $94.64万0.01%35,699 7,95628.7% $21.09万 加仓
KMB KIMBERLY CLARK CORP COM $94.19万0.01%9,764 -163-1.6% -$1.57万 减仓
NVT NVENT ELECTRIC PLC SHS $92.21万0.01%7,796 -207-2.6% -$2.45万 减仓
SCHG SCHWAB STRATEGIC TR $91.68万0.01%31,473 -12,384-28.2% -$36.07万 减仓
ED CONSOLIDATED EDISON INC COM $90.89万0.01%8,030 -343-4.1% -$3.88万 减仓
DRS LEONARDO DRS INC COM $90.31万0.01%20,286 -1,352-6.2% -$6.02万 减仓
HELO J P MORGAN EXCHANGE TRADED FD $88.10万0.01%13,785 00.0% — 不变
TDG TRANSDIGM GROUP INC COM $88.08万0.01%760 60.8% $6,954 加仓
BHP BHP GROUP LTD SPONSORED ADR $87.76万0.01%12,065 12,065— $87.76万 新建仓
GWW GRAINGER W W INC COM $87.05万0.01%798 -10-1.2% -$1.09万 减仓
MAS MASCO CORP COM $86.53万0.01%14,333 00.0% — 不变
TTMI TTM TECHNOLOGIES INC COM $86.10万0.01%8,838 -255-2.8% -$2.48万 减仓
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM $84.24万0.01%18,164 -8,205-31.1% -$38.05万 减仓
UAL UNITED CONTL HLDGS INC COM $82.73万0.01%8,986 -1,766-16.4% -$16.26万 减仓
STM STMICROELECTRONICS N V NY REGISTRY $82.57万0.01%23,900 00.0% — 不变
ADC AGREE REALTY CORP COM $81.31万0.01%10,787 -375-3.4% -$2.83万 减仓
YUMC YUM CHINA HLDGS INC COM $81.23万0.01%16,652 00.0% — 不变
FAST FASTENAL CO COM $79.87万0.01%17,214 00.0% — 不变
IEV ISHARES TR $79.22万0.01%11,660 -450-3.7% -$3.06万 减仓
CVLT COMMVAULT SYSTEMS INC COM $78.83万0.01%10,121 00.0% — 不变
SOBO SOUTH BOW CORP. $78.04万0.01%23,421 -1,839-7.3% -$6.13万 减仓
HXL HEXCEL CORP NEW COM $77.89万0.01%9,624 -335-3.4% -$2.71万 减仓
RVMD REVOLUTION MEDICINES INC COM $76.88万0.01%7,905 00.0% — 不变
FORM FORMFACTOR INC COM $76.38万0.01%7,875 -4,661-37.2% -$45.21万 减仓
URI UNITED RENTALS INC COM $74.68万0.01%1,025 00.0% — 不变
BURL BURLINGTON STORES INC COM $74.32万0.01%2,284 -21-0.9% -$6,833 减仓
WING WINGSTOP INC COM $73.53万0.01%4,745 -36-0.8% -$5,579 减仓
BR BROADRIDGE FINL SOLUTIONS INC COM $73.39万0.01%4,517 -170-3.6% -$2.76万 减仓
MCHP MICROCHIP TECHNOLOGY INC COM $72.56万0.01%11,231 -693-5.8% -$4.48万 减仓
PLTR PALANTIR TECHNOLOGIES INC CL A $72.12万0.01%4,930 -780-13.7% -$11.41万 减仓
MPC MARATHON PETE CORP COM $70.91万0.01%2,904 00.0% — 不变
TRV TRAVELERS COMPANIES INC COM $70.57万0.01%2,419 -85-3.4% -$2.48万 减仓
JUST GOLDMAN SACHS ETF TR $70.30万0.01%7,600 00.0% — 不变
ITT ITT INC COM $68.21万0.00%3,580 00.0% — 不变
VMI VALMONT INDS INC COM $67.13万0.00%1,680 18412.3% $7.35万 加仓
AXON AXON ENTERPRISE INC COM $67.10万0.00%1,580 36229.7% $15.37万 加仓
HUM HUMANA INC COM $66.95万0.00%3,861 -298-7.2% -$5.17万 减仓
EW EDWARDS LIFESCIENCES CORP COM $66.77万0.00%8,338 -459-5.2% -$3.68万 减仓
STZ CONSTELLATION BRANDS INC CL A $65.88万0.00%4,392 00.0% — 不变
GLBE GLOBAL E ONLINE LTD SHS $65.56万0.00%21,251 8,71069.5% $26.87万 加仓
MTG MGIC INVT CORP WIS COM $65.35万0.00%24,897 -30,000-54.6% -$78.75万 减仓
VOT VANGUARD INDEX FDS $63.59万0.00%2,471 -15-0.6% -$3,860 减仓
VGK VANGUARD INTL EQUITY INDEX FD $63.24万0.00%7,672 3504.8% $2.89万 加仓
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY $62.75万0.00%10,244 -36-0.4% -$2,205 减仓
ALB ALBEMARLE CORP COM $62.55万0.00%3,484 00.0% — 不变
ITW ILLINOIS TOOL WKS INC COM $62.24万0.00%2,391 -439-15.5% -$11.43万 减仓
RCL ROYAL CARIBBEAN CRUISES LTD COM $61.89万0.00%2,249 00.0% — 不变
VBK VANGUARD INDEX FDS $61.27万0.00%2,027 00.0% — 不变
KBR KBR INC COM $60.83万0.00%16,504 -7,095-30.1% -$26.15万 减仓
CMI CUMMINS INC COM $60.47万0.00%1,124 00.0% — 不变
SOLV SOLVENTUM CORP COM SHS $60.15万0.00%9,212 -20-0.2% -$1,306 减仓
PEGA PEGASYSTEMS INC COM $59.56万0.00%13,994 1180.9% $5,022 加仓
GFL GFL ENVIRONMENTAL INC SUB VTG SHS $58.48万0.00%14,018 -412-2.9% -$1.72万 减仓
XBI SPDR SERIES TRUST S&P BIOTECH $58.24万0.00%4,560 -300-6.2% -$3.83万 减仓
OMC OMNICOM GROUP INC COM $58.21万0.00%7,730 -5,442-41.3% -$40.98万 减仓
VBR VANGUARD INDEX FDS $57.99万0.00%2,669 -236-8.1% -$5.13万 减仓
VGT VANGUARD WORLD FDS $57.84万0.00%829 -280-25.2% -$19.54万 减仓
SARO STANDARDAERO INC $57.76万0.00%22,361 -657-2.9% -$1.70万 减仓
TECH BIO TECHNE CORP COM $57.51万0.00%11,005 -331-2.9% -$1.73万 减仓
UTHR UNITED THERAPEUTICS CORP DEL COM $56.33万0.00%950 -695-42.2% -$41.21万 减仓
DLTR DOLLAR TREE INC COM $56.19万0.00%5,131 -219-4.1% -$2.40万 减仓
HMN HORACE MANN EDUCATORS CORP NEW COM $55.97万0.00%13,114 -1,000-7.1% -$4.27万 减仓
EPI WISDOMTREE TR $55.90万0.00%13,700 00.0% — 不变
XPO XPO INC COM $55.58万0.00%2,857 -77-2.6% -$1.50万 减仓
IWS ISHARES TR $55.03万0.00%3,776 00.0% — 不变
JHX JAMES HARDIE INDS PLC $54.40万0.00%28,721 -795-2.7% -$1.51万 减仓
VT VANGUARD INTL EQUITY INDEX FD $54.35万0.00%3,929 00.0% — 不变
VLO VALERO ENERGY CORP NEW COM $54.14万0.00%2,191 1225.9% $3.01万 加仓
FRDM EA SERIES TRUST $53.99万0.00%9,879 9,879— $53.99万 新建仓
JEF JEFFERIES GROUP INC NEW $53.68万0.00%13,006 -4-0.0% -$165 减仓
CME CME GROUP INC COM $53.28万0.00%1,804 -1,585-46.8% -$46.81万 减仓
IONS IONIS PHARMACEUTICALS INC COM $52.96万0.00%7,053 -189-2.6% -$1.42万 减仓
IVOO VANGUARD ADMIRAL FDS INC $52.47万0.00%4,590 00.0% — 不变
CAMT CAMTEK LTD ORD $52.23万0.00%3,445 -1,510-30.5% -$22.89万 减仓
PRU PRUDENTIAL FINL INC COM $52.12万0.00%5,335 -250-4.5% -$2.44万 减仓
SHOP SHOPIFY INC CL A $52.03万0.00%4,386 -421-8.8% -$4.99万 减仓
PTON PELOTON INTERACTIVE INC CL A COM $51.48万0.00%120,000 00.0% — 不变
CGNX COGNEX CORP COM $50.37万0.00%10,282 -299-2.8% -$1.46万 减仓
TMUS T MOBILE US INC COM $50.09万0.00%2,385 -250-9.5% -$5.25万 减仓
TRU TRANSUNION COM $49.85万0.00%7,205 -115-1.6% -$7,957 减仓
IDXX IDEXX LABS INC COM $49.00万0.00%872 -80-8.4% -$4.50万 减仓
SHW SHERWIN WILLIAMS CO COM $48.79万0.00%1,522 -138-8.3% -$4.42万 减仓
DKNG DRAFTKINGS INC NEW COM CL A $48.72万0.00%22,533 -672-2.9% -$1.45万 减仓
— WEBSTER FINL CORP CONN COM $48.49万0.00%6,985 -1,092-13.5% -$7.58万 减仓
MSTR MICROSTRATEGY INC CL A NEW $47.92万0.00%3,840 651.7% $8,112 加仓
ROCK GIBRALTAR INDS INC COM $47.87万0.00%12,006 -6,599-35.5% -$26.31万 减仓
CCK CROWN HOLDINGS INC COM $47.34万0.00%4,722 00.0% — 不变
SMH VANECK VECTORS ETF TR SEMICONDUCTOR ET $47.23万0.00%1,232 00.0% — 不变
SRAD SPORTRADAR GROUP AG NAMEN-AKT -A- ISIN#CH1134239669 $46.38万0.00%27,704 -804-2.8% -$1.35万 减仓
CHYM CHIME FINL INC $46.20万0.00%24,669 3,87918.7% $7.27万 加仓
SPSB SPDR SER TR PORTFOLIO SHORT $45.90万0.00%15,265 -2,345-13.3% -$7.05万 减仓