13F 机构持仓

Crossmark Global Holdings, Inc.

HOUSTON TX · SEC CIK 0001539204

2026Q22026Q1 更早 9 个季度 🔒
$77.09亿2026Q2 申报市值
1,261持仓数
24.0%前十大占比 · 第一大 5.5%
75 / 61新建仓 / 清仓
申报市值走势$77.09亿2026Q2
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

NVDA 5.5%
AAPL 4.8%
MSFT 2.3%
GOOGL 2.1%
AMZN 2.0%
AVGO 1.9%
GOOG 1.7%
TSM 1.5%
CSCO 1.2%
MU 1.0%

2026Q2 买入最多 按季末市值估算

NVDA 加仓+$3,935.61万
DELL 加仓+$1,628.29万
MAR 加仓+$1,494.30万
AAPL 加仓+$1,425.82万
TXN 加仓+$1,360.66万

2026Q2 卖出最多 按季末市值估算

AMD 减仓-$8,219.01万
WDC 减仓-$5,826.85万
FLEX 减仓-$3,751.32万
NVT 减仓-$2,541.29万
TD 减仓-$1,782.57万

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
BIP BROOKFIELD INFRASTRUCTURE PA $57.95万0.01%15,881 1,2758.7% $4.65万 加仓
SNEX STONEX GROUP INC $58.24万0.01%4,915 -95-1.9% -$1.13万 减仓
OC OWENS CORNING NEW $58.27万0.01%3,666 1885.4% $2.99万 加仓
— TOPBUILD COR $58.39万0.01%1,647 -178-9.8% -$6.31万 减仓
VMI VALMONT INDS INC $58.40万0.01%1,011 -336-24.9% -$19.41万 减仓
MXL MAXLINEAR INC $58.46万0.01%4,566 4,566— $58.46万 新建仓
HEI HEICO CORP NEW $58.52万0.01%1,643 23616.8% $8.41万 加仓
AMKR AMKOR TECHNOLOGY INC $58.71万0.01%6,808 3325.1% $2.86万 加仓
CPT CAMDEN PPTY TR $58.76万0.01%5,132 1753.5% $2.00万 加仓
TU TELUS CORPORATION $58.99万0.01%55,810 00.0% — 不变
FR FIRST INDL RLTY TR INC $59.02万0.01%9,627 -1-0.0% -$61 减仓
HLI HOULIHAN LOKEY INC $59.43万0.01%4,431 1443.4% $1.93万 加仓
FDS FACTSET RESH SYS INC $59.54万0.01%2,588 1,800228.4% $41.41万 重新持有
FOX FOX CORP $59.58万0.01%12,720 110.1% $515 加仓
RGEN REPLIGEN CORP $59.67万0.01%4,373 3679.2% $5.01万 加仓
VICR VICOR CORP $59.70万0.01%1,572 1409.8% $5.32万 加仓
VOYA VOYA FINANCIAL INC $59.80万0.01%6,606 2013.1% $1.82万 加仓
NICE NICE LTD $59.96万0.01%6,600 1,09820.0% $9.98万 加仓
FTDR FRONTDOOR INC $60.01万0.01%7,734 -45-0.6% -$3,492 减仓
TLK TELEKOMUNIKASI IND $60.18万0.01%44,809 4931.1% $6,621 加仓
GWRE GUIDEWIRE SOFTWARE INC $60.58万0.01%4,923 -809-14.1% -$9.95万 减仓
H HYATT HOTELS CORP $60.65万0.01%3,129 1123.7% $2.17万 加仓
EFX EQUIFAX INC $60.93万0.01%3,839 -8-0.2% -$1,270 减仓
VTRS VIATRIS INC $61.44万0.01%38,693 1,4353.9% $2.28万 加仓
RCI ROGERS COMMUNICATIONS INC $61.82万0.01%19,032 3,98526.5% $12.94万 加仓
ALK ALASKA AIR GROUP INC $61.90万0.01%11,859 4,30356.9% $22.46万 加仓
EL LAUDER ESTEE COS INC $62.04万0.01%7,858 2152.8% $1.70万 加仓
SPOT SPOTIFY TECHNOLOGY S A $62.21万0.01%1,355 -93-6.4% -$4.27万 减仓
GNRC GENERAC HLDGS INC $62.31万0.01%2,128 70.3% $2,050 加仓
FLS FLOWSERVE CORP $62.57万0.01%8,437 -38,156-81.9% -$282.96万 减仓
TS TENARIS S A $62.60万0.01%11,282 -37,203-76.7% -$206.44万 减仓
UDR UDR INC $62.76万0.01%15,722 5493.6% $2.19万 加仓
EG EVEREST GROUP LTD $63.30万0.01%1,772 -59-3.2% -$2.11万 减仓
DOC HEALTHPEAK PROPERTIES INC $63.74万0.01%29,787 9513.3% $2.04万 加仓
NNN NNN REIT INC $63.94万0.01%13,742 -1-0.0% -$47 减仓
SOLS SOLSTICE ADVANCED MATLS INC $63.95万0.01%7,218 1,50226.3% $13.31万 加仓
ALB ALBEMARLE CORP $63.98万0.01%4,738 962.1% $1.30万 加仓
EDU NEW ORIENTAL ED & TECHNOLOGY $64.03万0.01%13,947 8,769169.4% $40.26万 加仓
LI LI AUTO INC $64.06万0.01%54,565 22,93872.5% $26.93万 加仓
VVV VALVOLINE INC $64.48万0.01%16,308 -64-0.4% -$2,531 减仓
BEN FRANKLIN RESOURCES INC $64.60万0.01%19,418 6393.4% $2.13万 加仓
MSGK MADISON SQUARE GRDN SPRT COR $64.62万0.01%1,608 795.2% $3.17万 加仓
ACM AECOM $64.73万0.01%9,273 -29,753-76.2% -$207.68万 减仓
MIDD MIDDLEBY CORP $64.83万0.01%3,769 3,769— $64.83万 新建仓
IDA IDACORP INC $64.92万0.01%4,291 1353.2% $2.04万 加仓
BBD BANCO BRADESCO S A $64.96万0.01%187,212 -128-0.1% -$444 减仓
ADC AGREE RLTY CORP $65.41万0.01%8,636 4095.0% $3.10万 加仓
ALKS ALKERMES PLC $65.58万0.01%12,517 -170-1.3% -$8,907 减仓
AFG AMERICAN FINANCIAL GROUP INC $65.62万0.01%4,689 1122.4% $1.57万 加仓
CUBE CUBESMART $65.66万0.01%16,510 00.0% — 不变
HRB BLOCK H & R INC $65.67万0.01%17,245 5,80050.7% $22.09万 加仓
OGE OGE ENERGY CORP $65.89万0.01%13,540 00.0% — 不变
LII LENNOX INTL INC $66.35万0.01%1,158 47970.5% $27.44万 加仓
MOG/A MOOG INC $66.37万0.01%1,566 -51-3.2% -$2.16万 减仓
GKOS GLAUKOS CORP $66.41万0.01%4,752 72818.1% $10.17万 加仓
COO COOPER COS INC $66.80万0.01%9,315 2983.3% $2.14万 加仓
FICO FAIR ISAAC CORP $67.03万0.01%561 -315-36.0% -$37.64万 减仓
WMS ADVANCED DRAIN SYS INC DEL $67.29万0.01%4,287 -30,545-87.7% -$479.43万 减仓
AMH AMERICAN HOMES 4 RENT $67.84万0.01%20,240 00.0% — 不变
LGND LIGAND PHARMACEUTICALS INC $67.90万0.01%2,148 -244-10.2% -$7.71万 减仓
CSGP COSTAR GROUP INC $68.04万0.01%24,026 5972.5% $1.69万 加仓
WSO WATSCO INC $68.53万0.01%1,644 -469-22.2% -$19.55万 减仓
BHE BENCHMARK ELECTRS INC $68.89万0.01%6,982 -202-2.8% -$1.99万 减仓
KGC KINROSS GOLD CORP $69.20万0.01%29,297 00.0% — 不变
ATR APTARGROUP INC $69.32万0.01%5,537 3396.5% $4.24万 加仓
OSK OSHKOSH CORP $69.33万0.01%4,517 2,431116.5% $37.31万 加仓
FORM FORMFACTOR INC $69.33万0.01%4,335 -453-9.5% -$7.24万 减仓
CALY CALLAWAY GOLF CO $69.56万0.01%37,020 00.0% — 不变
GMED GLOBUS MED INC $69.60万0.01%8,809 841.0% $6,637 加仓
PNFP PINNACLE FINL PARTNERS INC $69.83万0.01%6,922 6,922— $69.83万 新建仓
WTRG ESSENTIAL UTILS INC $69.84万0.01%18,229 00.0% — 不变
XPEV XPENG INC $70.25万0.01%53,058 38,317259.9% $50.73万 加仓
IDCC INTERDIGITAL INC $70.39万0.01%2,486 1225.2% $3.45万 加仓
SMCI SUPER MICRO COMPUTER INC $70.67万0.01%24,095 5392.3% $1.58万 加仓
ORI OLD REP INTL CORP $70.79万0.01%17,300 00.0% — 不变
KMX CARMAX INC $70.87万0.01%13,399 7906.3% $4.18万 加仓
AA ALCOA CORP $71.39万0.01%13,692 4803.6% $2.50万 加仓
AAON AAON INC $71.93万0.01%5,670 1,52036.6% $19.28万 加仓
DKS DICKS SPORTING GOODS INC $72.13万0.01%3,180 1063.4% $2.40万 加仓
AGX ARGAN INC $72.27万0.01%905 -65-6.7% -$5.19万 减仓
ARWR ARROWHEAD PHARMACEUTICALS IN $72.28万0.01%8,868 93411.8% $7.61万 加仓
SMTC SEMTECH CORP $72.86万0.01%4,502 892.0% $1.44万 加仓
NLY ANNALY CAPITAL MANAGEMENT IN $73.02万0.01%32,658 00.0% — 不变
HRL HORMEL FOODS CORP $73.08万0.01%29,446 7882.7% $1.96万 加仓
DOCN DIGITALOCEAN HLDGS INC $73.10万0.01%4,655 50812.2% $7.98万 加仓
SANM SANMINA CORP $73.34万0.01%2,898 -258-8.2% -$6.53万 减仓
NET CLOUDFLARE INC $73.93万0.01%3,014 -254-7.8% -$6.23万 减仓
SPXC SPX TECHNOLOGIES INC $73.94万0.01%3,016 622.1% $1.52万 加仓
REG REGENCY CTRS CORP $74.45万0.01%9,337 2272.5% $1.81万 加仓
TKO TKO GROUP HOLDINGS INC $74.65万0.01%3,708 -233-5.9% -$4.69万 减仓
RRX REGAL REXNORD CORPORATION $74.72万0.01%3,137 -485-13.4% -$11.55万 减仓
ZWS ZURN ELKAY WATER SOLNS CORP $75.31万0.01%14,905 00.0% — 不变
KIM KIMCO REALTY CORP $76.00万0.01%29,980 7432.5% $1.88万 加仓
CYTK CYTOKINETICS INC $76.02万0.01%8,923 2753.2% $2.34万 加仓
HST HOST HOTELS & RESORTS INC $76.72万0.01%32,357 8242.6% $1.95万 加仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $76.90万0.01%9,875 110.1% $857 加仓
VIAV VIAVI SOLUTIONS INC $76.92万0.01%16,109 -3,147-16.3% -$15.03万 减仓
ISHG ISHARES TR $77.12万0.01%10,390 00.0% — 不变
DCI DONALDSON INC $77.14万0.01%8,593 00.0% — 不变
J JACOBS SOLUTIONS INC $77.39万0.01%6,142 -16,987-73.4% -$214.04万 减仓