Boston Partners
BOSTON MA · SEC CIK 0001386060
$1,125.66亿2026Q2 申报市值
802持仓数
15.5%前十大占比 · 第一大 2.7%
90 / 63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
AMZN 加仓+$17.71亿
SO 加仓+$5.87亿
TPR 新建仓+$5.18亿
NVDA 加仓+$4.62亿
CRH 加仓+$4.18亿
2026Q2 卖出最多 按季末市值估算
MU 减仓-$18.31亿
MRVL 减仓-$12.97亿
KEYS 减仓-$8.70亿
FLEX 减仓-$7.03亿
BKNG 减仓-$5.89亿
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 |
|---|---|---|---|---|---|---|---|---|
| HDSN | HUDSON TECHNOLOGIES INC | $10.46万 | 0.00% | 18,221 | -21,773 | -54.4% | -$12.50万 | 减仓 |
| — | BRILLIANT EARTH GROUP INC | $6.89万 | 0.00% | 60,950 | -7,698 | -11.2% | -$8,698 | 减仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -3,204,135 | -100.0% | -$1.06亿 | 清仓 |
| MBC | MASTERBRAND INC | $0 | 0.00% | 0 | -6,727,552 | -100.0% | -$5,590.07万 | 清仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $0 | 0.00% | 0 | -362,101 | -100.0% | -$3,179.79万 | 清仓 |
| OII | OCEANEERING INTL INC | $0 | 0.00% | 0 | -854,941 | -100.0% | -$3,033.59万 | 清仓 |
| NATL | NCR ATLEOS CORPORATION | $0 | 0.00% | 0 | -520,980 | -100.0% | -$2,271.28万 | 清仓 |
| ASH | ASHLAND INC | $0 | 0.00% | 0 | -405,694 | -100.0% | -$2,250.52万 | 清仓 |
| PRMB | PRIMO BRANDS CORPORATION | $0 | 0.00% | 0 | -1,141,522 | -100.0% | -$2,147.37万 | 清仓 |
| — | HERITAGE COMM CORP | $0 | 0.00% | 0 | -1,507,562 | -100.0% | -$1,889.74万 | 清仓 |
| HBM | HUDBAY MINERALS INC | $0 | 0.00% | 0 | -595,447 | -100.0% | -$1,734.54万 | 清仓 |
| EFOR | ASGN INC | $0 | 0.00% | 0 | -390,028 | -100.0% | -$1,512.14万 | 清仓 |
| CNXC | CONCENTRIX CORP | $0 | 0.00% | 0 | -538,458 | -100.0% | -$1,472.44万 | 清仓 |
| NSIT | INSIGHT ENTERPRISES INC | $0 | 0.00% | 0 | -210,498 | -100.0% | -$1,410.69万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -144,502 | -100.0% | -$927.72万 | 清仓 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -35,618 | -100.0% | -$889.50万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -662,847 | -100.0% | -$839.85万 | 清仓 |
| ARMK | ARAMARK | $0 | 0.00% | 0 | -184,157 | -100.0% | -$746.63万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -295,945 | -100.0% | -$716.21万 | 清仓 |
| FRMI | FERMI INC | $0 | 0.00% | 0 | -1,101,977 | -100.0% | -$643.09万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -137,727 | -100.0% | -$573.63万 | 清仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $0 | 0.00% | 0 | -102,613 | -100.0% | -$423.50万 | 清仓 |
| WLK | WESTLAKE CORPORATION | $0 | 0.00% | 0 | -31,696 | -100.0% | -$370.27万 | 清仓 |
| MATV | MATIV HOLDINGS INC | $0 | 0.00% | 0 | -404,721 | -100.0% | -$352.11万 | 清仓 |
| HUBG | HUB GROUP INC | $0 | 0.00% | 0 | -71,800 | -100.0% | -$258.77万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -41,361 | -100.0% | -$232.90万 | 清仓 |
| VG | VENTURE GLOBAL INC | $0 | 0.00% | 0 | -145,581 | -100.0% | -$229.44万 | 清仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $0 | 0.00% | 0 | -66,071 | -100.0% | -$223.65万 | 清仓 |
| CCS | CENTURY COMMUNITIES INC | $0 | 0.00% | 0 | -37,993 | -100.0% | -$218.00万 | 清仓 |
| YEXT | YEXT INC | $0 | 0.00% | 0 | -528,195 | -100.0% | -$202.83万 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -36,920 | -100.0% | -$191.75万 | 清仓 |
| SKM | SK TELECOM CO LTD | $0 | 0.00% | 0 | -64,543 | -100.0% | -$189.16万 | 清仓 |
| VGNT | VERSIGENT LTD | $0 | 0.00% | 0 | -62,714 | -100.0% | -$176.23万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | -22,868 | -100.0% | -$175.83万 | 清仓 |
| PCYO | PURE CYCLE CORP | $0 | 0.00% | 0 | -172,461 | -100.0% | -$173.50万 | 清仓 |
| VITL | VITAL FARMS INC | $0 | 0.00% | 0 | -102,861 | -100.0% | -$145.24万 | 清仓 |
| ECG | EVERUS CONSTR GROUP | $0 | 0.00% | 0 | -11,191 | -100.0% | -$132.12万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -19,180 | -100.0% | -$125.07万 | 清仓 |
| ALM | ALMONTY INDS INC | $0 | 0.00% | 0 | -85,738 | -100.0% | -$124.15万 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -169,425 | -100.0% | -$109.28万 | 清仓 |
| PK | PARK HOTELS & RESORTS INC | $0 | 0.00% | 0 | -101,988 | -100.0% | -$107.39万 | 清仓 |
| PHR | PHREESIA INC | $0 | 0.00% | 0 | -123,913 | -100.0% | -$103.84万 | 清仓 |
| OTEX | OPEN TEXT CORP | $0 | 0.00% | 0 | -32,870 | -100.0% | -$73.10万 | 清仓 |
| JOUT | JOHNSON OUTDOORS INC | $0 | 0.00% | 0 | -14,921 | -100.0% | -$69.40万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -40,019 | -100.0% | -$66.47万 | 清仓 |
| VALE | VALE S A | $0 | 0.00% | 0 | -36,834 | -100.0% | -$58.60万 | 清仓 |
| NECB | NORTHEAST CMNTY BANCORP INC | $0 | 0.00% | 0 | -24,508 | -100.0% | -$58.33万 | 清仓 |
| — | RCM TECHNOLOGIES INC | $0 | 0.00% | 0 | -30,003 | -100.0% | -$57.43万 | 清仓 |
| — | UNITED STS 12 MONTH NAT GAS | $0 | 0.00% | 0 | -76,380 | -100.0% | -$52.70万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -801 | -100.0% | -$52.32万 | 清仓 |
| — | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | -9,734 | -100.0% | -$49.06万 | 清仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $0 | 0.00% | 0 | -35,833 | -100.0% | -$38.81万 | 清仓 |
| IVLU | ISHARES TR | $0 | 0.00% | 0 | -8,455 | -100.0% | -$33.70万 | 清仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $0 | 0.00% | 0 | -3,905 | -100.0% | -$30.40万 | 清仓 |
| LOVE | LOVESAC COMPANY | $0 | 0.00% | 0 | -16,873 | -100.0% | -$24.92万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -731 | -100.0% | -$24.73万 | 清仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $0 | 0.00% | 0 | -15,036 | -100.0% | -$23.01万 | 清仓 |
| TIPT | TIPTREE INC | $0 | 0.00% | 0 | -13,384 | -100.0% | -$22.65万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | -40,190 | -100.0% | -$17.80万 | 清仓 |
| KINS | KINGSTONE COS INC | $0 | 0.00% | 0 | -11,727 | -100.0% | -$17.09万 | 清仓 |
| MPAA | MOTORCAR PTS AMER INC | $0 | 0.00% | 0 | -11,490 | -100.0% | -$12.71万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -10,269 | -100.0% | -$11.30万 | 清仓 |
| TH | TARGET HOSPITALITY CORP | $0 | 0.00% | 0 | -10,163 | -100.0% | -$9.43万 | 清仓 |
| — | UPLAND SOFTWARE INC | $0 | 0.00% | 0 | -43,744 | -100.0% | -$2.91万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -301 | -100.0% | -$2.89万 | 清仓 |