SILVERCREST ASSET MANAGEMENT GROUP LLC
NEW YORK NY · SEC CIK 0001232395
$152.59亿2026Q2 申报市值
844持仓数
14.0%前十大占比 · 第一大 2.0%
56 / 51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+$3,463.16万
IBM 加仓+$3,061.68万
GNTX 新建仓+$3,000.24万
RGEN 加仓+$2,803.19万
SPY 加仓+$2,718.31万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$5,836.17万
MXL 减仓-$5,662.51万
GEHC 减仓-$4,338.50万
AEIS 减仓-$3,612.93万
PLXS 减仓-$3,409.08万
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 |
|---|---|---|---|---|---|---|---|---|
| UAL | UNITED CONTL HLDGS INC COM | $110.19万 | 0.01% | 8,103 | -883 | -9.8% | -$12.01万 | 减仓 |
| MET | METLIFE INC COM | $110.14万 | 0.01% | 13,017 | -522 | -3.9% | -$4.42万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $110.12万 | 0.01% | 5,489 | -507 | -8.5% | -$10.17万 | 减仓 |
| URI | UNITED RENTALS INC COM | $109.78万 | 0.01% | 969 | -56 | -5.5% | -$6.34万 | 减仓 |
| NVT | NVENT ELECTRIC PLC SHS | $109.52万 | 0.01% | 6,457 | -1,339 | -17.2% | -$22.71万 | 减仓 |
| GWW | GRAINGER W W INC COM | $108.56万 | 0.01% | 798 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $108.22万 | 0.01% | 4,766 | -260 | -5.2% | -$5.90万 | 减仓 |
| KMB | KIMBERLY CLARK CORP COM | $106.30万 | 0.01% | 9,684 | -80 | -0.8% | -$8,782 | 减仓 |
| KKR | KKR & Co. Inc. Class A | $104.56万 | 0.01% | 11,393 | -9,894 | -46.5% | -$90.81万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $104.24万 | 0.01% | 30,803 | -670 | -2.1% | -$2.27万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $103.47万 | 0.01% | 10,660 | 10 | 0.1% | $971 | 加仓 |
| MCK | MCKESSON CORP COM | $102.38万 | 0.01% | 1,355 | -16 | -1.2% | -$1.21万 | 减仓 |
| EWM | ISHARES | $101.98万 | 0.01% | 37,840 | -1,648 | -4.2% | -$4.44万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD SHS | $101.75万 | 0.01% | 29,298 | 8,047 | 37.9% | $27.95万 | 加仓 |
| CIEN | CIENA CORP COM NEW | $101.30万 | 0.01% | 2,065 | -953 | -31.6% | -$46.75万 | 减仓 |
| FORM | FORMFACTOR INC COM | $100.31万 | 0.01% | 6,272 | -1,603 | -20.4% | -$25.64万 | 减仓 |
| TDG | TRANSDIGM GROUP INC COM | $100.17万 | 0.01% | 752 | -8 | -1.1% | -$1.07万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $98.78万 | 0.01% | 10,292 | 157 | 1.5% | $1.51万 | 加仓 |
| RNR | RENAISSANCERE HOLDINGS LTD COM | $98.68万 | 0.01% | 3,114 | -388 | -11.1% | -$12.30万 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $98.21万 | 0.01% | 19,478 | -152 | -0.8% | -$7,664 | 减仓 |
| PODD | INSULET CORP COM | $97.88万 | 0.01% | 6,429 | -361 | -5.3% | -$5.50万 | 减仓 |
| GIS | GENERAL MLS INC COM | $97.88万 | 0.01% | 28,126 | -3,263 | -10.4% | -$11.36万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC COM | $97.34万 | 0.01% | 5,205 | -3,633 | -41.1% | -$67.94万 | 减仓 |
| HXL | HEXCEL CORP NEW COM | $95.62万 | 0.01% | 9,556 | -68 | -0.7% | -$6,804 | 减仓 |
| ENB | ENBRIDGE INC COM | $94.50万 | 0.01% | 17,432 | -635 | -3.5% | -$3.44万 | 减仓 |
| SMMD | ISHARES TR | $93.92万 | 0.01% | 10,250 | -2,250 | -18.0% | -$20.62万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP NEW COM | $93.56万 | 0.01% | 10,140 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED FD | $93.16万 | 0.01% | 13,785 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC | $92.48万 | 0.01% | 35,325 | 6,604 | 23.0% | $17.29万 | 加仓 |
| BHP | BHP GROUP LTD SPONSORED ADR | $92.20万 | 0.01% | 11,067 | -998 | -8.3% | -$8.31万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC COM | $91.29万 | 0.01% | 2,768 | -263 | -8.7% | -$8.67万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $88.87万 | 0.01% | 8,033 | 3 | 0.0% | $332 | 加仓 |
| T | AT&T INC COM | $88.48万 | 0.01% | 42,742 | -445 | -1.0% | -$9,211 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC COM | $86.56万 | 0.01% | 9,491 | -1,740 | -15.5% | -$15.87万 | 减仓 |
| DRS | LEONARDO DRS INC COM | $85.75万 | 0.01% | 20,096 | -190 | -0.9% | -$8,107 | 减仓 |
| IEV | ISHARES TR | $84.94万 | 0.01% | 11,660 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC NEW COM CL A | $84.50万 | 0.01% | 27,850 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $84.27万 | 0.01% | 18,682 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $83.56万 | 0.01% | 10,731 | 2,761 | 34.6% | $21.50万 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $83.02万 | 0.01% | 5,679 | -16 | -0.3% | -$2,339 | 减仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $82.08万 | 0.01% | 32,495 | 9,962 | 44.2% | $25.16万 | 加仓 |
| ADC | AGREE REALTY CORP COM | $81.70万 | 0.01% | 10,787 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $81.18万 | 0.01% | 4,751 | 4,751 | — | $81.18万 | 新建仓 |
| JUST | GOLDMAN SACHS ETF TR | $81.09万 | 0.01% | 7,600 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC COM | $80.81万 | 0.01% | 1,399 | -281 | -16.7% | -$16.23万 | 减仓 |
| SMH | VANECK VECTORS ETF TR SEMICONDUCTOR ET | $80.81万 | 0.01% | 1,232 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FDS | $79.27万 | 0.01% | 6,632 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP. | $79.05万 | 0.01% | 22,433 | -988 | -4.2% | -$3.48万 | 减仓 |
| FAST | FASTENAL CO COM | $78.93万 | 0.01% | 16,434 | -780 | -4.5% | -$3.75万 | 减仓 |
| SAIL | SAILPOINT INC | $78.71万 | 0.01% | 53,762 | 53,762 | — | $78.71万 | 新建仓 |
| CMI | CUMMINS INC COM | $77.95万 | 0.01% | 1,093 | -31 | -2.8% | -$2.21万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $75.69万 | 0.00% | 2,471 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $75.43万 | 0.00% | 8,338 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $74.13万 | 0.00% | 2,027 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP COM | $73.05万 | 0.00% | 10,087 | -195 | -1.9% | -$1.41万 | 减仓 |
| WING | WINGSTOP INC COM | $72.35万 | 0.00% | 4,172 | -573 | -12.1% | -$9.94万 | 减仓 |
| XBI | SPDR SERIES TRUST S&P BIOTECH | $72.16万 | 0.00% | 4,560 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $71.95万 | 0.00% | 8,113 | -4,311 | -34.7% | -$38.23万 | 减仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD COM | $71.41万 | 0.00% | 2,249 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC COM | $70.87万 | 0.00% | 2,237 | -47 | -2.1% | -$1.49万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC COM | $69.85万 | 0.00% | 17,091 | 439 | 2.6% | $1.79万 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $69.17万 | 0.00% | 8,965 | -247 | -2.7% | -$1.91万 | 减仓 |
| SARO | STANDARDAERO INC | $66.92万 | 0.00% | 22,374 | 13 | 0.1% | $389 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA COM | $66.26万 | 0.00% | 18,285 | 18,285 | — | $66.26万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX FD | $65.27万 | 0.00% | 7,372 | -300 | -3.9% | -$2.66万 | 减仓 |
| ITT | ITT INC COM | $65.26万 | 0.00% | 3,300 | -280 | -7.8% | -$5.54万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $65.19万 | 0.00% | 1,737 | -16,448 | -90.4% | -$617.33万 | 减仓 |
| CHYM | CHIME FINL INC | $65.19万 | 0.00% | 31,830 | 7,161 | 29.0% | $14.67万 | 加仓 |
| HMN | HORACE MANN EDUCATORS CORP NEW COM | $64.60万 | 0.00% | 12,508 | -606 | -4.6% | -$3.13万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $64.26万 | 0.00% | 2,376 | -15 | -0.6% | -$4,057 | 减仓 |
| MGEE | MGE ENERGY INC COM | $63.98万 | 0.00% | 7,846 | -213,417 | -96.5% | -$1,740.30万 | 减仓 |
| CLPT | CLEARPOINT NEURO INC COM | $63.69万 | 0.00% | 35,700 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $62.15万 | 0.00% | 3,776 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $62.06万 | 0.00% | 5,131 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX FD | $61.67万 | 0.00% | 3,929 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $60.67万 | 0.00% | 34,971 | 11,472 | 48.8% | $19.90万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $60.64万 | 0.00% | 4,360 | -32 | -0.7% | -$4,451 | 减仓 |
| JEF | JEFFERIES GROUP INC NEW | $60.51万 | 0.00% | 12,106 | -900 | -6.9% | -$4.50万 | 减仓 |
| SNDK | SANDISK CORP | $60.48万 | 0.00% | 266 | 266 | — | $60.48万 | 新建仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $59.85万 | 0.00% | 4,590 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $59.28万 | 0.00% | 6,625 | -207,258 | -96.9% | -$1,854.54万 | 减仓 |
| XPO | XPO INC COM | $58.69万 | 0.00% | 2,859 | 2 | 0.1% | $411 | 加仓 |
| EPI | WISDOMTREE TR | $58.61万 | 0.00% | 13,700 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $58.58万 | 0.00% | 1,774 | -645 | -26.7% | -$21.30万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $57.52万 | 0.00% | 4,930 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $56.68万 | 0.00% | 22,151 | 22,151 | — | $56.68万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $55.94万 | 0.00% | 7,055 | 2 | 0.0% | $159 | 加仓 |
| CAMT | CAMTEK LTD ORD | $55.36万 | 0.00% | 3,394 | -51 | -1.5% | -$8,319 | 减仓 |
| VLO | VALERO ENERGY CORP NEW COM | $55.08万 | 0.00% | 2,115 | -76 | -3.5% | -$1.98万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR SBI INT-ENERGY | $54.41万 | 0.00% | 10,244 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $54.22万 | 0.00% | 91,746 | -28,254 | -23.5% | -$16.70万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $53.84万 | 0.00% | 1,538 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP CONN COM | $53.38万 | 0.00% | 6,985 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC COM | $53.07万 | 0.00% | 1,955 | -38 | -1.9% | -$1.03万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $52.86万 | 0.00% | 9,628 | -54 | -0.6% | -$2,965 | 减仓 |
| CCK | CROWN HOLDINGS INC COM | $52.80万 | 0.00% | 4,722 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $52.39万 | 0.00% | 2,156 | -513 | -19.2% | -$12.47万 | 减仓 |
| NET | CLOUDFLARE INC CL A COM | $51.88万 | 0.00% | 2,115 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | $51.60万 | 0.00% | 14,026 | 8 | 0.1% | $294 | 加仓 |
| IUSG | ISHARES TR CORE S&P US ETF | $50.97万 | 0.00% | 2,710 | 0 | 0.0% | — | 不变 |