Granite Investment Partners, LLC
EL SEGUNDO CA · SEC CIK 0001542266
$19.52亿2026Q2 申报市值
277持仓数
24.3%前十大占比 · 第一大 3.3%
36 / 23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
DCO 加仓+$1,573.01万
ALGM 新建仓+$1,501.56万
CORT 新建仓+$1,497.52万
VECO 新建仓+$1,302.30万
TKR 新建仓+$1,299.97万
2026Q2 卖出最多 按季末市值估算
TSEM 减仓-$2,631.74万
TRN 清仓-$1,228.40万
AAON 减仓-$1,211.96万
POWL 减仓-$1,190.57万
POWI 减仓-$1,160.13万
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 |
|---|---|---|---|---|---|---|---|---|
| EYE | NATIONAL VISION HLDGS INC | $648.49万 | 0.33% | 341,133 | -965 | -0.3% | -$1.83万 | 减仓 |
| LIN | LINDE PLC | $648.46万 | 0.33% | 12,496 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $629.35万 | 0.32% | 70,045 | 0 | 0.0% | — | 不变 |
| VC | VISTEON CORP | $602.36万 | 0.31% | 60,716 | 33,524 | 123.3% | $332.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $599.92万 | 0.31% | 11,989 | -200 | -1.6% | -$10.01万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $572.08万 | 0.29% | 253,358 | 1,330 | 0.5% | $3.00万 | 加仓 |
| LFUS | LITTELFUSE INC | $571.53万 | 0.29% | 12,552 | -1,625 | -11.5% | -$73.99万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $564.05万 | 0.29% | 41,477 | 5,282 | 14.6% | $71.83万 | 加仓 |
| ATS | ATS CORPORATION | $563.78万 | 0.29% | 195,894 | 22,863 | 13.2% | $65.80万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $560.92万 | 0.29% | 11,188 | 90 | 0.8% | $4.51万 | 加仓 |
| PEP | PEPSICO INC | $557.32万 | 0.29% | 41,161 | -433 | -1.0% | -$5.86万 | 减仓 |
| AAON | AAON INC | $554.39万 | 0.28% | 43,701 | -95,535 | -68.6% | -$1,211.96万 | 减仓 |
| C | CITIGROUP INC | $549.89万 | 0.28% | 39,289 | -210 | -0.5% | -$2.94万 | 减仓 |
| VCEL | VERICEL CORP | $541.43万 | 0.28% | 121,696 | 1,460 | 1.2% | $6.50万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $536.63万 | 0.27% | 185,299 | 3,506 | 1.9% | $10.15万 | 加仓 |
| GWW | WW GRAINGER INC | $535.18万 | 0.27% | 3,934 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $527.16万 | 0.27% | 107,060 | 107,060 | — | $527.16万 | 新建仓 |
| LRN | STRIDE INC | $524.87万 | 0.27% | 60,861 | -45,939 | -43.0% | -$396.18万 | 减仓 |
| NEO | NEOGENOMICS INC | $518.15万 | 0.27% | 355,141 | -397,337 | -52.8% | -$579.71万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $511.84万 | 0.26% | 65,070 | -335 | -0.5% | -$2.64万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $500.64万 | 0.26% | 47,894 | 574 | 1.2% | $6.00万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $497.78万 | 0.26% | 63,598 | 11,879 | 23.0% | $92.98万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $497.44万 | 0.25% | 83,801 | -54,925 | -39.6% | -$326.03万 | 减仓 |
| EXPO | EXPONENT INC | $497.06万 | 0.25% | 84,592 | 8,398 | 11.0% | $49.35万 | 加仓 |
| DORM | DORMAN PRODS INC | $493.70万 | 0.25% | 36,182 | 638 | 1.8% | $8.71万 | 加仓 |
| DHR | DANAHER CORP DEL | $489.62万 | 0.25% | 25,704 | -900 | -3.4% | -$17.14万 | 减仓 |
| GTLB | GITLAB INC | $487.68万 | 0.25% | 159,738 | 1,963 | 1.2% | $5.99万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $458.94万 | 0.24% | 50,577 | -1,555 | -3.0% | -$14.11万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $452.06万 | 0.23% | 35,878 | -648 | -1.8% | -$8.16万 | 减仓 |
| WCC | WESCO INTL INC | $435.73万 | 0.22% | 12,614 | -18,546 | -59.5% | -$640.63万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $428.51万 | 0.22% | 12,445 | -18,206 | -59.4% | -$626.87万 | 减仓 |
| ADSK | AUTODESK INC | $427.37万 | 0.22% | 21,982 | -415 | -1.9% | -$8.07万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $424.78万 | 0.22% | 823,217 | 113,347 | 16.0% | $58.49万 | 加仓 |
| AMSF | AMERISAFE INC | $418.96万 | 0.21% | 123,844 | -2,363 | -1.9% | -$7.99万 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $417.12万 | 0.21% | 46,736 | -14,661 | -23.9% | -$130.85万 | 减仓 |
| PSN | PARSONS CORP DEL | $408.81万 | 0.21% | 78,033 | 27,604 | 54.7% | $144.62万 | 加仓 |
| ARHS | ARHAUS INC | $392.42万 | 0.20% | 466,056 | 5,734 | 1.2% | $4.83万 | 加仓 |
| FLR | FLUOR CORP | $383.56万 | 0.20% | 73,212 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $376.60万 | 0.19% | 37,933 | 15,304 | 67.6% | $151.94万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $375.52万 | 0.19% | 10,728 | -951 | -8.1% | -$33.29万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $354.12万 | 0.18% | 8,520 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $348.76万 | 0.18% | 9,411 | 3,106 | 49.3% | $115.11万 | 加仓 |
| AZZ | AZZ INC | $339.19万 | 0.17% | 21,876 | -9,632 | -30.6% | -$149.34万 | 减仓 |
| ORCL | ORACLE CORP | $329.29万 | 0.17% | 22,470 | -972 | -4.1% | -$14.24万 | 减仓 |
| AMBA | AMBARELLA INC | $328.64万 | 0.17% | 38,303 | -5,937 | -13.4% | -$50.94万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $327.21万 | 0.17% | 22,566 | 271 | 1.2% | $3.93万 | 加仓 |
| CVX | CHEVRON CORPORATION | $299.71万 | 0.15% | 18,081 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $292.76万 | 0.15% | 30,417 | -22,604 | -42.6% | -$217.56万 | 减仓 |
| MEOH | METHANEX CORP | $290.86万 | 0.15% | 63,025 | -240,606 | -79.2% | -$1,110.40万 | 减仓 |
| SSD | SIMPSON MFG INC | $289.66万 | 0.15% | 13,836 | -2,150 | -13.4% | -$45.01万 | 减仓 |
| MOG/A | MOOG INC | $287.41万 | 0.15% | 6,781 | 6,781 | — | $287.41万 | 新建仓 |
| CSCO | CISCO SYS INC | $286.13万 | 0.15% | 24,360 | -100 | -0.4% | -$1.17万 | 减仓 |
| WFC | WELLS FARGO & CO | $252.77万 | 0.13% | 30,587 | 0 | 0.0% | — | 不变 |
| CERT | CERTARA INC | $248.56万 | 0.13% | 379,479 | 5,774 | 1.5% | $3.78万 | 加仓 |
| BL | BLACKLINE INC | $236.27万 | 0.12% | 84,170 | 1,180 | 1.4% | $3.31万 | 加仓 |
| RTX | RTX CORPORATION | $235.68万 | 0.12% | 12,422 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $232.72万 | 0.12% | 46,055 | 553 | 1.2% | $2.79万 | 加仓 |
| AMGN | AMGEN INC | $196.63万 | 0.10% | 5,430 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $192.57万 | 0.10% | 6,848 | 820 | 13.6% | $23.06万 | 加仓 |
| IDXX | IDEXX LABS INC | $189.94万 | 0.10% | 3,608 | -110 | -3.0% | -$5.79万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $181.54万 | 0.09% | 12,380 | -122 | -1.0% | -$1.79万 | 减仓 |
| UNP | UNION PAC CORP | $172.83万 | 0.09% | 6,354 | 0 | 0.0% | — | 不变 |
| ATRC | ATRICURE INC | $164.60万 | 0.08% | 58,828 | 58,828 | — | $164.60万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $163.17万 | 0.08% | 27,336 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $162.93万 | 0.08% | 28,169 | -1,115 | -3.8% | -$6.45万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $157.99万 | 0.08% | 10,440 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $150.05万 | 0.08% | 5,551 | -110 | -1.9% | -$2.97万 | 减仓 |
| — | EXXON MOBIL CORP | $149.97万 | 0.08% | 10,969 | 2 | 0.0% | $273 | 加仓 |
| WY | WEYERHAEUSER CO | $149.69万 | 0.08% | 62,526 | -2,200 | -3.4% | -$5.27万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $143.17万 | 0.07% | 16,523 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $141.42万 | 0.07% | 33,402 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $132.29万 | 0.07% | 6,000 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $126.13万 | 0.06% | 14,050 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $120.07万 | 0.06% | 3,521 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $118.20万 | 0.06% | 12,810 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $115.76万 | 0.06% | 6,399 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $112.31万 | 0.06% | 3,296 | 411 | 14.2% | $14.00万 | 加仓 |
| EMR | EMERSON ELEC CO | $111.66万 | 0.06% | 7,800 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $106.17万 | 0.05% | 11,581 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $98.46万 | 0.05% | 6,639 | 324 | 5.1% | $4.81万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $92.96万 | 0.05% | 33,559 | 1,773 | 5.6% | $4.91万 | 加仓 |
| MRK | MERCK & CO INC | $85.22万 | 0.04% | 6,632 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $80.48万 | 0.04% | 5,764 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $77.62万 | 0.04% | 4,955 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $69.49万 | 0.04% | 1,353 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $63.18万 | 0.03% | 7,124 | 0 | 0.0% | — | 不变 |
| VPG | VISHAY PRECISION GROUP INC | $56.89万 | 0.03% | 3,795 | -1,621 | -29.9% | -$24.30万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $55.93万 | 0.03% | 1,654 | -114 | -6.4% | -$3.85万 | 减仓 |
| WAT | WATERS CORP | $52.73万 | 0.03% | 1,406 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $51.13万 | 0.03% | 6,291 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $50.24万 | 0.03% | 5,109 | -1,224 | -19.3% | -$12.04万 | 减仓 |
| SYY | SYSCO CORP | $50.15万 | 0.03% | 6,000 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $50.08万 | 0.03% | 1,886 | 1,886 | — | $50.08万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $49.10万 | 0.03% | 1,884 | -100,972 | -98.2% | -$2,631.74万 | 减仓 |
| CCI | CROWN CASTLE INC | $48.47万 | 0.02% | 6,401 | -425 | -6.2% | -$3.22万 | 减仓 |
| RAL | RALLIANT CORP | $47.48万 | 0.02% | 6,449 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $47.38万 | 0.02% | 930 | 0 | 0.0% | — | 不变 |
| SRCE | 1ST SOURCE CORP | $46.79万 | 0.02% | 5,736 | -365 | -6.0% | -$2.98万 | 减仓 |
| WMT | WALMART INC | $45.32万 | 0.02% | 4,001 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $44.68万 | 0.02% | 10,551 | -2,613 | -19.8% | -$11.07万 | 减仓 |