13F 机构持仓

Crossmark Global Holdings, Inc.

HOUSTON TX · SEC CIK 0001539204

2026Q22026Q1 更早 9 个季度 🔒
$67.70亿2026Q1 申报市值
1,234持仓数
22.7%前十大占比 · 第一大 4.9%
68 / 52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 4.9%
AAPL 4.7%
MSFT 2.5%
AMZN 2.0%
AVGO 1.9%
GOOGL 1.8%
GOOG 1.6%
TSM 1.3%
GILD 1.1%
META 1.0%

2026Q1 买入最多 按季末市值估算

AAPL 加仓+$3,472.41万
NOW 重新持有+$2,439.90万
JCI 加仓+$1,678.81万
UL 新建仓+$1,275.50万
NVT 加仓+$1,237.16万

2026Q1 卖出最多 按季末市值估算

MSFT 减仓-$2,811.30万
SIG 减仓-$1,798.84万
SHEL 减仓-$1,535.04万
KO 减仓-$1,474.26万
CM 减仓-$1,371.65万

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
GPI GROUP 1 AUTOMOTIVE INC $41.10万0.01%1,243 685.8% $2.25万 加仓
CELH CELSIUS HLDGS INC $41.05万0.01%11,569 -10-0.1% -$355 减仓
NXST NEXSTAR MEDIA GROUP INC $41.01万0.01%2,268 -22,164-90.7% -$400.79万 减仓
SANM SANMINA CORPORATION $40.91万0.01%3,156 -71-2.2% -$9,204 减仓
BCPC BALCHEM CORP $40.69万0.01%2,401 -81-3.3% -$1.37万 减仓
SNEX STONEX GROUP INC $40.41万0.01%5,010 1,65449.3% $13.34万 加仓
CMC COMMERCIAL METALS CO $40.30万0.01%6,560 -70-1.1% -$4,300 减仓
BHE BENCHMARK ELECTRS INC $40.27万0.01%7,184 260.4% $1,458 加仓
CPB THE CAMPBELLS COMPANY $40.24万0.01%18,057 -180-1.0% -$4,011 减仓
CVLT COMMVAULT SYS INC $40.14万0.01%5,154 1,12527.9% $8.76万 加仓
TAP MOLSON COORS BEVERAGE CO $40.11万0.01%9,315 -140-1.5% -$6,028 减仓
DVA DAVITA INC $39.99万0.01%2,602 -22,564-89.7% -$346.79万 减仓
ECHO ECHOSTAR CORP $39.94万0.01%3,412 -4,420-56.4% -$51.74万 减仓
BWAY BRAINSWAY LTD $39.82万0.01%29,962 29,962— $39.82万 新建仓
LULU LULULEMON ATHLETICA INC $39.78万0.01%2,598 -98-3.6% -$1.50万 减仓
CBSH COMMERCE BANCSHARES INC $39.66万0.01%8,061 -128-1.6% -$6,298 减仓
KBR KBR INC $39.53万0.01%10,725 4284.2% $1.58万 加仓
BIO BIO RAD LABS INC $39.36万0.01%1,412 23419.9% $6.52万 加仓
SOLV SOLVENTUM CORP $39.35万0.01%6,026 -69-1.1% -$4,506 减仓
LNC LINCOLN NATL CORP IND $39.18万0.01%11,036 00.0% — 不变
PRIM PRIMORIS SVCS CORP $39.12万0.01%2,735 2,735— $39.12万 新建仓
ESAB ESAB CORPORATION $38.99万0.01%4,033 00.0% — 不变
AAP ADVANCE AUTO PARTS INC $38.88万0.01%7,370 -676-8.4% -$3.57万 减仓
SON SONOCO PRODS CO $38.79万0.01%7,172 -80-1.1% -$4,327 减仓
FLR FLUOR CORP NEW $38.78万0.01%8,314 -378-4.3% -$1.76万 减仓
PATH UIPATH INC $38.64万0.01%34,812 34,812— $38.64万 新建仓
HEI HEICO CORP NEW $38.58万0.01%1,407 26623.3% $7.29万 加仓
MP MP MATERIALS CORP $38.42万0.01%7,961 140.2% $676 加仓
GXO GXO LOGISTICS INCORPORATED $37.87万0.01%7,304 -70-0.9% -$3,629 减仓
POR PORTLAND GEN ELEC CO $37.81万0.01%7,166 00.0% — 不变
KRG KITE RLTY GROUP TR $37.79万0.01%15,392 -70-0.5% -$1,718 减仓
FAF FIRST AMERN FINL CORP $37.77万0.01%6,265 -90-1.4% -$5,426 减仓
OC OWENS CORNING NEW $37.64万0.01%3,478 -50-1.4% -$5,411 减仓
BEKE KE HLDGS INC $37.30万0.01%24,915 230.1% $344 加仓
RHI ROBERT HALF INC. $37.29万0.01%14,683 1,1898.8% $3.02万 加仓
INVH INVITATION HOMES INC $37.29万0.01%15,006 00.0% — 不变
— CENTRAIS ELET BRAS SA $36.97万0.01%33,854 33,854— $36.97万 新建仓
TECK TECK RESOURCES LTD $36.83万0.01%7,117 -667-8.6% -$3.45万 减仓
PTGX PROTAGONIST THERAPEUTICS INC $36.77万0.01%3,489 -471-11.9% -$4.96万 减仓
— TAYLOR MORRISON HOME CORP $36.57万0.01%6,279 -16-0.3% -$932 减仓
SEDG SOLAREDGE TECHNOLOGIES INC $36.51万0.01%7,151 7,151— $36.51万 新建仓
HRB BLOCK H & R INC $36.33万0.01%11,445 -124,430-91.6% -$394.94万 减仓
AVTR AVANTOR INC $36.27万0.01%46,259 10.0% $8 加仓
ESNT ESSENT GROUP LTD $35.85万0.01%6,135 00.0% — 不变
GVA GRANITE CONSTR INC $35.76万0.01%2,983 -85-2.8% -$1.02万 减仓
CNX CNX RES CORP $35.76万0.01%9,276 -130-1.4% -$5,011 减仓
MTN VAIL RESORTS INC $35.71万0.01%2,783 1,16872.3% $14.99万 加仓
SLM SLM CORP $35.68万0.01%16,666 -200-1.2% -$4,282 减仓
MUR MURPHY OIL CORP $35.66万0.01%8,646 -140-1.6% -$5,775 减仓
VSEC VSE CORP $35.61万0.01%1,931 1,931— $35.61万 新建仓
NTRA NATERA INC $35.60万0.01%1,780 563.2% $1.12万 加仓
DOCN DIGITALOCEAN HLDGS INC $35.57万0.01%4,147 4,147— $35.57万 新建仓
GL GLOBE LIFE INC $35.56万0.01%2,555 -5,869-69.7% -$81.68万 减仓
NCLH NORWEGIAN CRUISE LINE HLDG L $35.54万0.01%19,005 -140-0.7% -$2,618 减仓
POWL POWELL INDS INC $35.28万0.01%652 213.3% $1.14万 加仓
— ARCOSA INC $35.25万0.01%3,321 -30-0.9% -$3,184 减仓
LNTH LANTHEUS HLDGS INC $35.06万0.01%4,622 -22-0.5% -$1,669 减仓
NVR NVR INC $34.93万0.01%53 -11-17.2% -$7.25万 减仓
TKR TIMKEN CO $34.91万0.01%3,471 -60-1.7% -$6,034 减仓
RBLX ROBLOX CORP $34.88万0.01%6,167 -87,316-93.4% -$493.86万 减仓
NJR NEW JERSEY RES CORP $34.82万0.01%6,340 -60-0.9% -$3,295 减仓
SWX SOUTHWEST GAS HLDGS INC $34.75万0.01%3,999 -20-0.5% -$1,738 减仓
BLDR BUILDERS FIRSTSOURCE INC $34.54万0.01%4,195 -142-3.3% -$1.17万 减仓
AAON AAON INC $34.34万0.01%4,150 -46-1.1% -$3,806 减仓
EPRT ESSENTIAL PPTYS RLTY TR INC $34.34万0.01%11,311 00.0% — 不变
AVAV AEROVIRONMENT INC $34.25万0.01%1,871 20612.4% $3.77万 加仓
TDW TIDEWATER INC NEW $34.25万0.01%4,099 -6-0.1% -$501 减仓
FTAI FTAI AVIATION LTD $34.23万0.01%1,397 14311.4% $3.50万 加仓
AROC ARCHROCK INC $34.03万0.01%9,778 -512-5.0% -$1.78万 减仓
SMTC SEMTECH CORP $33.93万0.01%4,413 -33-0.7% -$2,537 减仓
ABCB AMERIS BANCORP $33.79万0.00%4,332 -48-1.1% -$3,744 减仓
HEI/A HEICO CORP NEW $33.71万0.00%1,597 00.0% — 不变
CRTO CRITEO S A $33.62万0.00%18,750 260.1% $466 加仓
HOG HARLEY DAVIDSON INC $33.56万0.00%16,599 -68,265-80.4% -$138.03万 减仓
WTS WATTS WATER TECHNOLOGIES INC $33.56万0.00%1,156 363.2% $1.05万 加仓
WTFC WINTRUST FINL CORP $33.53万0.00%2,413 50.2% $695 加仓
WING WINGSTOP INC $33.50万0.00%2,162 45126.4% $6.99万 加仓
OLLI OLLIES BARGAIN OUTLET HLDGS $33.46万0.00%3,635 -26-0.7% -$2,393 减仓
VLY VALLEY NATL BANCORP $33.32万0.00%27,134 00.0% — 不变
CHE CHEMED CORP NEW $32.98万0.00%873 38378.2% $14.47万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $32.97万0.00%5,939 00.0% — 不变
MAT MATTEL INC $32.94万0.00%22,669 -310-1.3% -$4,504 减仓
WAL WESTERN ALLIANCE BANCORP $32.92万0.00%4,646 170.4% $1,204 加仓
MSTR STRATEGY INC $32.90万0.00%2,636 562.2% $6,989 加仓
PBH PRESTIGE CONSMR HEALTHCARE I $32.73万0.00%5,523 -34-0.6% -$2,015 减仓
HL HECLA MNG CO $32.40万0.00%17,391 17,391— $32.40万 新建仓
IBP INSTALLED BLDG PRODS INC $32.32万0.00%1,219 11610.5% $3.08万 加仓
SWK STANLEY BLACK & DECKER INC $32.31万0.00%4,547 -59-1.3% -$4,193 减仓
VIV TELEFONICA BRASIL SA $32.29万0.00%20,298 00.0% — 不变
AXTA AXALTA COATING SYS LTD $32.23万0.00%11,634 00.0% — 不变
GNTX GENTEX CORP $32.18万0.00%14,726 -150-1.0% -$3,277 减仓
UBSI UNITED BANKSHARES INC WEST V $31.97万0.00%7,718 -100-1.3% -$4,142 减仓
STAG STAG INDL INC $31.89万0.00%8,843 00.0% — 不变
THG HANOVER INS GROUP INC $31.86万0.00%1,838 -42-2.2% -$7,281 减仓
JBTM JBT MAREL CORPORATION $31.76万0.00%2,484 -9-0.4% -$1,151 减仓
AX AXOS FINANCIAL INC $31.75万0.00%3,731 00.0% — 不变
ARCB ARCBEST CORP $31.69万0.00%3,222 -651-16.8% -$6.40万 重新持有
ALLE ALLEGION PLC $31.69万0.00%2,181 -51-2.3% -$7,410 减仓
MMSI MERIT MED SYS INC $31.66万0.00%4,593 -40-0.9% -$2,757 减仓
LII LENNOX INTL INC $31.51万0.00%679 -55-7.5% -$2.55万 减仓