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
H HYATT HOTELS CORP $60.65万0.01%3,129 1123.7% $2.17万 加仓
GWRE GUIDEWIRE SOFTWARE INC $60.58万0.01%4,923 -809-14.1% -$9.95万 减仓
TLK TELEKOMUNIKASI IND $60.18万0.01%44,809 4931.1% $6,621 加仓
FTDR FRONTDOOR INC $60.01万0.01%7,734 -45-0.6% -$3,492 减仓
NICE NICE LTD $59.96万0.01%6,600 1,09820.0% $9.98万 加仓
VOYA VOYA FINANCIAL INC $59.80万0.01%6,606 2013.1% $1.82万 加仓
VICR VICOR CORP $59.70万0.01%1,572 1409.8% $5.32万 加仓
RGEN REPLIGEN CORP $59.67万0.01%4,373 3679.2% $5.01万 加仓
FOX FOX CORP $59.58万0.01%12,720 110.1% $515 加仓
FDS FACTSET RESH SYS INC $59.54万0.01%2,588 1,800228.4% $41.41万 重新持有
HLI HOULIHAN LOKEY INC $59.43万0.01%4,431 1443.4% $1.93万 加仓
FR FIRST INDL RLTY TR INC $59.02万0.01%9,627 -1-0.0% -$61 减仓
TU TELUS CORPORATION $58.99万0.01%55,810 00.0% — 不变
CPT CAMDEN PPTY TR $58.76万0.01%5,132 1753.5% $2.00万 加仓
AMKR AMKOR TECHNOLOGY INC $58.71万0.01%6,808 3325.1% $2.86万 加仓
HEI HEICO CORP NEW $58.52万0.01%1,643 23616.8% $8.41万 加仓
MXL MAXLINEAR INC $58.46万0.01%4,566 4,566— $58.46万 新建仓
VMI VALMONT INDS INC $58.40万0.01%1,011 -336-24.9% -$19.41万 减仓
— TOPBUILD COR $58.39万0.01%1,647 -178-9.8% -$6.31万 减仓
OC OWENS CORNING NEW $58.27万0.01%3,666 1885.4% $2.99万 加仓
SNEX STONEX GROUP INC $58.24万0.01%4,915 -95-1.9% -$1.13万 减仓
BIP BROOKFIELD INFRASTRUCTURE PA $57.95万0.01%15,881 1,2758.7% $4.65万 加仓
CVLT COMMVAULT SYS INC $57.74万0.01%4,074 -1,080-21.0% -$15.31万 减仓
CVE CENOVUS ENERGY INC $57.68万0.01%23,247 00.0% — 不变
ESE ESCO TECHNOLOGIES INC $57.65万0.01%1,647 -109-6.2% -$3.82万 减仓
BBWI BATH & BODY WORKS INC $57.62万0.01%24,913 980.4% $2,267 加仓
GPN GLOBAL PMTS INC $57.16万0.01%7,878 -212-2.6% -$1.54万 减仓
JEF JEFFERIES FINANCIAL GROUP IN $56.84万0.01%11,373 2612.3% $1.30万 加仓
EPR EPR PPTYS $56.54万0.01%9,746 00.0% — 不变
PNR PENTAIR PLC $56.51万0.01%7,372 2914.1% $2.23万 加仓
BE BLOOM ENERGY CORP $56.45万0.01%1,865 1,865— $56.45万 新建仓
ALGN ALIGN TECHNOLOGY INC $56.35万0.01%3,341 1474.6% $2.48万 加仓
COLB COLUMBIA BKG SYS INC $56.16万0.01%17,524 10.0% $32 加仓
POWL POWELL INDS INC $55.47万0.01%1,937 -19-1.0% -$5,441 减仓
ACIW ACI WORLDWIDE INC $55.45万0.01%11,026 4434.2% $2.23万 加仓
CNM CORE & MAIN INC $55.12万0.01%11,423 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $54.89万0.01%2,313 -4,319-65.1% -$102.50万 减仓
RPRX ROYALTY PHARMA PLC $54.74万0.01%9,763 00.0% — 不变
BAP CREDICORP LTD $54.66万0.01%1,403 -1,077-43.4% -$41.96万 减仓
SFM SPROUTS FMRS MKT INC $54.57万0.01%6,452 1071.7% $9,050 加仓
CCJ CAMECO CORP $54.44万0.01%5,345 -833-13.5% -$8.48万 减仓
VFC V F CORP $54.33万0.01%32,574 -92-0.3% -$1,535 减仓
CAG CONAGRA BRANDS INC $54.04万0.01%40,148 1,5974.1% $2.15万 加仓
HQY HEALTHEQUITY INC $53.83万0.01%5,960 581.0% $5,239 加仓
MRCY MERCURY SYS INC $53.69万0.01%4,389 1,34644.2% $16.47万 加仓
TRU TRANSUNION $53.60万0.01%7,430 3484.9% $2.51万 加仓
— CHART INDS INC $53.55万0.01%2,563 -13-0.5% -$2,716 减仓
FSS FEDERAL SIGNAL CORP $53.31万0.01%4,149 -29-0.7% -$3,726 减仓
AVY AVERY DENNISON CORP $53.17万0.01%3,275 -61-1.8% -$9,903 减仓
LKQ LKQ CORP $53.16万0.01%20,191 1,5448.3% $4.07万 加仓
RGA REINSURANCE GROUP AMER INC $53.06万0.01%2,495 1255.3% $2.66万 加仓
MTRN MATERION CORP $52.97万0.01%1,781 1,781— $52.97万 新建仓
SWX SOUTHWEST GAS HLDGS INC $52.76万0.01%5,949 1,95048.8% $17.29万 加仓
RXO RXO INC $52.51万0.01%19,034 19,034— $52.51万 新建仓
BRKR BRUKER CORP $52.39万0.01%8,706 1812.1% $1.09万 加仓
IVV ISHARES TR $52.12万0.01%696 00.0% — 不变
TKR TIMKEN CO $52.08万0.01%3,584 1133.3% $1.64万 加仓
MOS MOSAIC CO $51.91万0.01%24,496 6012.5% $1.27万 加仓
LNTH LANTHEUS HLDGS INC $51.83万0.01%4,672 501.1% $5,547 加仓
NTRA NATERA INC $51.30万0.01%1,890 1106.2% $2.99万 加仓
SJM SMUCKER J M CO $50.20万0.01%4,462 1493.5% $1.68万 加仓
TYL TYLER TECHNOLOGIES INC $49.69万0.01%1,699 382.3% $1.11万 加仓
ONB OLD NATL BANCORP IND $49.33万0.01%19,046 00.0% — 不变
AES AES CORP $49.29万0.01%33,624 6462.0% $9,470 加仓
CHTR CHARTER COMMUNICATIONS INC $49.28万0.01%3,465 1935.9% $2.74万 加仓
BTI BRITISH AMERN TOB PLC $49.20万0.01%7,966 5677.7% $3.50万 加仓
GIB CGI INC $49.18万0.01%7,616 -1,501-16.5% -$9.69万 减仓
NOC NORTHROP GRUMMAN CORP $49.05万0.01%963 -231-19.3% -$11.77万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $48.67万0.01%8,617 00.0% — 不变
PODD INSULET CORP $48.58万0.01%3,191 511.6% $7,765 加仓
BMI BADGER METER INC $48.48万0.01%3,267 2126.9% $3.15万 加仓
STZ CONSTELLATION BRANDS INC $48.43万0.01%3,482 391.1% $5,425 加仓
AYI ACUITY INC $48.40万0.01%1,285 -194-13.1% -$7.31万 减仓
MANH MANHATTAN ASSOCIATES INC $48.39万0.01%3,475 -634-15.4% -$8.83万 减仓
SOLV SOLVENTUM CORP $48.37万0.01%6,270 2444.0% $1.88万 加仓
REZI RESIDEO TECHNOLOGIES INC $48.09万0.01%15,464 00.0% — 不变
MYRG MYR GROUP INC $48.04万0.01%960 616.8% $3.05万 加仓
WH WYNDHAM HOTELS & RESORTS INC $48.01万0.01%5,701 -130-2.2% -$1.09万 减仓
REXR REXFORD INDL RLTY INC $47.92万0.01%14,305 -1-0.0% -$34 减仓
ORA ORMAT TECHNOLOGIES INC $47.88万0.01%4,397 1112.6% $1.21万 加仓
LDOS LEIDOS HOLDINGS INC $47.83万0.01%4,645 1743.9% $1.79万 加仓
KLIC KULICKE & SOFFA INDS INC $47.67万0.01%3,564 -239-6.3% -$3.20万 减仓
PR PERMIAN RESOURCES CORP $47.67万0.01%25,879 00.0% — 不变
BFAM BRIGHT HORIZONS FAM SOL IN D $47.59万0.01%6,714 6,714— $47.59万 新建仓
BCH BANCO DE CHILE $47.52万0.01%11,952 -1,853-13.4% -$7.37万 减仓
WTS WATTS WATER TECHNOLOGIES INC $47.44万0.01%1,212 564.8% $2.19万 加仓
HASI HA SUSTAINABLE INFRA CAP INC $47.43万0.01%12,146 00.0% — 不变
GL GLOBE LIFE INC $47.40万0.01%2,653 983.8% $1.75万 加仓
INVH INVITATION HOMES INC $47.40万0.01%15,690 6844.6% $2.07万 加仓
RL RALPH LAUREN CORP $47.37万0.01%1,180 -18,323-93.9% -$735.50万 减仓
PLNT PLANET FITNESS MASTER ISSUER $47.33万0.01%9,072 3,36659.0% $17.56万 加仓
SCCO SOUTHERN COPPER CORP $47.18万0.01%2,707 -16-0.6% -$2,789 减仓
LFUS LITTELFUSE INC $47.04万0.01%1,033 -287-21.7% -$13.07万 减仓
NWL NEWELL BRANDS INC $46.84万0.01%76,286 6600.9% $4,052 加仓
— ARCOSA INC $46.83万0.01%3,223 -98-3.0% -$1.42万 减仓
LUMN LUMEN TECHNOLOGIES INC $46.80万0.01%60,942 00.0% — 不变
MP MP MATERIALS CORP $46.77万0.01%8,351 3904.9% $2.18万 加仓
CAVA CAVA GROUP INC $46.70万0.01%5,951 1302.2% $1.02万 加仓
GME GAMESTOP CORP $46.58万0.01%21,096 00.0% — 不变
CBSH COMMERCE BANCSHARES INC $46.56万0.01%8,062 10.0% $58 加仓