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 |
|---|---|---|---|---|---|---|---|---|
| FCX | FREEPORT MCMORAN INC | $44.22万 | 0.02% | 7,032 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $43.60万 | 0.02% | 12,067 | 75 | 0.6% | $2,710 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $39.85万 | 0.02% | 5,026 | -319 | -6.0% | -$2.53万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $39.66万 | 0.02% | 1,646 | -111 | -6.3% | -$2.67万 | 减仓 |
| HON | HONEYWELL INTL INC | $39.64万 | 0.02% | 1,771 | -1,770 | -50.0% | -$39.62万 | 减仓 |
| MMM | 3M CO | $39.49万 | 0.02% | 2,439 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $39.14万 | 0.02% | 1,771 | 1,771 | — | $39.14万 | 新建仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $38.88万 | 0.02% | 9,091 | -584 | -6.0% | -$2.50万 | 减仓 |
| — | COMMERCIAL VEH GROUP INC | $38.84万 | 0.02% | 84,078 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $37.04万 | 0.02% | 3,702 | -239 | -6.1% | -$2.39万 | 减仓 |
| ADBE | ADOBE INC | $35.73万 | 0.02% | 1,743 | -15,109 | -89.7% | -$309.76万 | 减仓 |
| IJH | ISHARES TR | $35.12万 | 0.02% | 4,555 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $34.90万 | 0.02% | 6,125 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $34.66万 | 0.02% | 824 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $34.45万 | 0.02% | 1,405 | -92 | -6.1% | -$2.26万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $31.53万 | 0.02% | 4,506 | -2,910 | -39.2% | -$20.36万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $30.74万 | 0.02% | 1,579 | 0 | 0.0% | — | 不变 |
| ETON | ETON PHARMACEUTICALS INC | $30.69万 | 0.02% | 8,479 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $30.56万 | 0.02% | 2,240 | -1,761 | -44.0% | -$24.03万 | 减仓 |
| GATX | GATX CORP | $30.18万 | 0.02% | 1,703 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $29.74万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $28.85万 | 0.01% | 5,000 | 5,000 | — | $28.85万 | 新建仓 |
| NUE | NUCOR CORP | $27.49万 | 0.01% | 1,234 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $27.38万 | 0.01% | 13,248 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $27.12万 | 0.01% | 1,755 | -1,154 | -39.7% | -$17.83万 | 减仓 |
| EZPW | EZCORP INC | $26.84万 | 0.01% | 7,764 | 7,764 | — | $26.84万 | 新建仓 |
| AXGN | AXOGEN INC | $26.04万 | 0.01% | 5,638 | 5,638 | — | $26.04万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $26.04万 | 0.01% | 840 | -649 | -43.6% | -$20.12万 | 减仓 |
| CNM | CORE & MAIN INC | $26.02万 | 0.01% | 5,393 | -358 | -6.2% | -$1.73万 | 减仓 |
| CAVA | CAVA GROUP INC | $25.76万 | 0.01% | 3,282 | -201 | -5.8% | -$1.58万 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $24.94万 | 0.01% | 8,636 | 8,636 | — | $24.94万 | 新建仓 |
| RELL | RICHARDSON ELECTRS LTD | $24.84万 | 0.01% | 13,069 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $24.49万 | 0.01% | 3,158 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $24.46万 | 0.01% | 1,440 | -378 | -20.8% | -$6.42万 | 重新持有 |
| PKE | PARK AEROSPACE CORP | $24.00万 | 0.01% | 6,288 | 6,288 | — | $24.00万 | 新建仓 |
| DRS | LEONARDO DRS INC | $23.64万 | 0.01% | 5,540 | 0 | 0.0% | — | 不变 |
| KRMN | KARMAN HLDGS INC | $23.28万 | 0.01% | 4,663 | 4,663 | — | $23.28万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $22.94万 | 0.01% | 1,187 | 1,187 | — | $22.94万 | 新建仓 |
| MS | MORGAN STANLEY | $22.79万 | 0.01% | 1,090 | 1,090 | — | $22.79万 | 新建仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $22.50万 | 0.01% | 5,420 | 5,420 | — | $22.50万 | 新建仓 |
| PRI | PRIMERICA INC | $22.42万 | 0.01% | 789 | -59 | -7.0% | -$1.68万 | 减仓 |
| IMCG | ISHARES TR | $21.72万 | 0.01% | 2,210 | 0 | 0.0% | — | 不变 |
| ELMD | ELECTROMED INC | $21.50万 | 0.01% | 5,083 | 5,083 | — | $21.50万 | 新建仓 |
| FAST | FASTENAL CO | $20.68万 | 0.01% | 4,306 | 4,306 | — | $20.68万 | 新建仓 |
| MRTN | MARTEN TRANS LTD | $20.67万 | 0.01% | 11,916 | 1,110 | 10.3% | $1.93万 | 加仓 |
| HROW | HARROW INC | $20.50万 | 0.01% | 4,827 | 4,827 | — | $20.50万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $20.48万 | 0.01% | 515 | -103 | -16.7% | -$4.10万 | 减仓 |
| TTC | TORO CO | $20.44万 | 0.01% | 2,098 | 2,098 | — | $20.44万 | 新建仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $20.00万 | 0.01% | 12,231 | 0 | 0.0% | — | 不变 |
| SPIR | SPIRE GLOBAL INC | $19.08万 | 0.01% | 10,257 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $18.63万 | 0.01% | 10,708 | 10,708 | — | $18.63万 | 新建仓 |
| REAL | THE REALREAL INC | $18.40万 | 0.01% | 15,610 | 15,610 | — | $18.40万 | 新建仓 |
| PACK | RANPAK HOLDINGS CORP | $17.87万 | 0.01% | 24,448 | -13,183 | -35.0% | -$9.64万 | 减仓 |
| BLZE | BACKBLAZE INC | $15.87万 | 0.01% | 10,006 | 10,006 | — | $15.87万 | 新建仓 |
| RLGT | RADIANT LOGISTICS INC | $12.06万 | 0.01% | 12,753 | 12,753 | — | $12.06万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $11.93万 | 0.01% | 20,562 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP | $10.12万 | 0.01% | 13,935 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $9.87万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| STLN | THE ONCOLOGY INSTITUTE INC | $9.85万 | 0.01% | 18,148 | 3,317 | 22.4% | $1.80万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $8.74万 | 0.00% | 3,780 | 0 | 0.0% | — | 不变 |
| — | MATERIALISE NV | $8.71万 | 0.00% | 11,716 | 0 | 0.0% | — | 不变 |
| — | DHI GROUP INC | $8.32万 | 0.00% | 22,436 | 22,436 | — | $8.32万 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $7.84万 | 0.00% | 18,843 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $6.57万 | 0.00% | 481 | 0 | 0.0% | — | 不变 |
| SVRA | SAVARA INC | $6.46万 | 0.00% | 10,488 | 10,488 | — | $6.46万 | 新建仓 |
| NUVB | NUVATION BIO INC | $6.40万 | 0.00% | 11,260 | 11,260 | — | $6.40万 | 新建仓 |
| — | CPI AEROSTRUCTURES INC | $6.33万 | 0.00% | 12,204 | 12,204 | — | $6.33万 | 新建仓 |
| — | SAFE PRO GROUP INC | $4.61万 | 0.00% | 10,636 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP | $4.52万 | 0.00% | 10,095 | 10,095 | — | $4.52万 | 新建仓 |
| IGSB | ISHARES TR | $2.49万 | 0.00% | 476 | 0 | 0.0% | — | 不变 |
| — | MAXCYTE INC | $2.15万 | 0.00% | 17,463 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $9,934 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $9,271 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $7,441 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $7,030 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $1,799 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $1,023 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC | $0 | 0.00% | 0 | -381,728 | -100.0% | -$1,228.40万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -231,917 | -100.0% | -$933.00万 | 清仓 |
| BDC | BELDEN INC | $0 | 0.00% | 0 | -72,850 | -100.0% | -$836.54万 | 清仓 |
| ESAB | ESAB CORPORATION | $0 | 0.00% | 0 | -78,468 | -100.0% | -$758.47万 | 清仓 |
| PAY | PAYMENTUS HOLDINGS INC | $0 | 0.00% | 0 | -274,844 | -100.0% | -$698.10万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -11,897 | -100.0% | -$514.40万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -60,473 | -100.0% | -$379.47万 | 清仓 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | -181,153 | -100.0% | -$258.87万 | 清仓 |
| GO | GROCERY OUTLET HLDG CORP | $0 | 0.00% | 0 | -320,093 | -100.0% | -$225.67万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -13,543 | -100.0% | -$71.53万 | 清仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $0 | 0.00% | 0 | -68,809 | -100.0% | -$58.63万 | 清仓 |
| SARO | STANDARDAERO INC | $0 | 0.00% | 0 | -13,373 | -100.0% | -$34.54万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -2,753 | -100.0% | -$32.66万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -4,277 | -100.0% | -$31.44万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -1,696 | -100.0% | -$31.05万 | 清仓 |
| LINC | LINCOLN EDL SVCS CORP | $0 | 0.00% | 0 | -6,095 | -100.0% | -$24.79万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -3,244 | -100.0% | -$23.84万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -684 | -100.0% | -$20.20万 | 清仓 |
| — | TALKSPACE INC | $0 | 0.00% | 0 | -23,027 | -100.0% | -$11.92万 | 清仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $0 | 0.00% | 0 | -12,108 | -100.0% | -$10.39万 | 清仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $0 | 0.00% | 0 | -18,181 | -100.0% | -$7.60万 | 清仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $0 | 0.00% | 0 | -31,274 | -100.0% | -$4.38万 | 清仓 |
| — | ADAGIO MED HLDGS INC | $0 | 0.00% | 0 | -27,053 | -100.0% | -$3.11万 | 清仓 |