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ADVISORY RESEARCH INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ADVISORY RESEARCH INC
报告期 2026-03-31 · CIK 0000902584
持仓数
137
前50大市值合计
$683.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 149 项
建仓 13
增持 63
减持 54
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
MYE
MYERS INDS INC
+$12.4M
1,302,928
+85%
增持
TRS
TRIMAS CORP
+$9.9M
1,096,013
+46%
建仓
ACVA
ACV AUCTIONS INC
+$8.8M
1,092,747
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
DRVN
DRIVEN BRANDS HLDGS INC
-$8.6M
146,201
-78%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$8.1M
0
-100%
增持
KDP
KEURIG DR PEPPER INC
+$6.9M
589,003
+56%
清仓
—
UNILEVER PLC
-$6.4M
0
-100%
建仓
UL
UNILEVER PLC
+$6.3M
96,671
减持
GOOGL
ALPHABET INC
+$6.0M
90,667
-1%
增持
DJCO
DAILY JOURNAL CORP
+$5.2M
65,564
+14%
增持
OPLN
OPENLANE INC
+$4.5M
1,133,355
+11%
减持
BELFB
BEL FUSE INC
-$4.4M
134,790
-30%
增持
BTI
BRITISH AMERN TOB PLC
+$3.9M
117,802
+129%
增持
LEGH
LEGACY HOUSING CORP
-$3.8M
730,944
+11%
增持
TPR
TAPESTRY INC
+$3.7M
231,408
+1%
建仓
CALM
CAL MAINE FOODS INC
+$3.5M
43,851
清仓
BELFA
BEL FUSE INC
-$3.3M
0
-100%
清仓
PBI
PITNEY BOWES INC
-$3.1M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.1M
106,654
+2%
减持
PRSU
PURSUIT ATTRACTIONS AND HOSP
-$2.9M
694,821
-4%
清仓
MCRI
MONARCH CASINO & RESORT INC
-$2.5M
0
-100%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$2.5M
135,766
-4%
增持
GSK
GSK PLC
+$2.2M
323,838
+2%
增持
SGOV
ISHARES TR
+$2.1M
72,188
+41%
增持
ACWI
ISHARES TR
+$1.9M
16,180
+472%
建仓
MPTI
M-TRON INDS INC
+$1.9M
35,599
减持
META
META PLATFORMS INC
-$1.9M
15,823
-6%
减持
WAL
WESTERN ALLIANCE BANCORP
-$1.8M
26,805
-43%
减持
—
ONESPAWORLD HOLDINGS LIMITED
-$1.4M
58,171
-54%
减持
MSFT
MICROSOFT CORP
-$1.4M
41,743
-0%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.4M
73,411
+62%
清仓
GO
GROCERY OUTLET HLDG CORP
-$1.3M
0
-100%
建仓
IWM
ISHARES TR
+$1.3M
5,364
增持
TAP
MOLSON COORS BEVERAGE CO
+$1.3M
79,559
+47%
减持
PHIN
PHINIA INC
+$1.2M
269,625
-2%
建仓
—
INVESCO LTD
+$1.2M
43,861
增持
LRCX
LAM RESEARCH CORP
+$1.1M
28,106
+2%
减持
JBTM
JBT MAREL CORPORATION
+$1.1M
130,399
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
15,512
+56%
增持
MTG
MGIC INVT CORP WIS
+$1.1M
764,479
+2%
增持
ORCL
ORACLE CORP
-$1.0M
12,913
+2%
增持
EEX
EMERALD HOLDING INC
-$1.0M
1,789,157
+1%
清仓
—
HILLENBRAND INC
-$1.0M
0
-100%
建仓
GLUE
MONTE ROSA THERAPEUTICS INC
+$991.3K
63,220
减持
AZO
AUTOZONE INC
-$935.4K
382
-27%
减持
VOO
VANGUARD INDEX FDS
-$910.6K
3,947
-29%
减持
HLLY
HOLLEY INC
+$909.0K
1,930,756
-14%
减持
NIC
NICOLET BANKSHARES INC
-$856.2K
39,596
-6%
建仓
SNX
TD SYNNEX CORPORATION
+$836.3K
5,567
建仓
RAL
RALLIANT CORP
+$783.0K
15,381
增持
STLD
STEEL DYNAMICS INC
+$751.4K
22,827
+2%
建仓
TOST
TOAST INC
+$734.9K
20,695
建仓
CPRT
COPART INC
+$706.1K
18,036
增持
AEP
AMERICAN ELEC PWR CO INC
+$683.0K
136,315
+2%
清仓
ARCC
ARES CAPITAL CORP
-$656.8K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$644.5K
1,798
+106%
减持
VVV
VALVOLINE INC
-$636.3K
71,152
-6%
减持
HD
HOME DEPOT INC
-$626.2K
9,727
-1%
减持
NCNO
NCINO INC
-$576.9K
65,965
-21%
增持
HUBB
HUBBELL INC
+$560.9K
23,460
+2%
增持
CME
CME GROUP INC
+$533.0K
62,402
+2%
减持
EXP
EAGLE MATLS INC
-$526.3K
13,176
-6%
增持
KB
KB FINL GROUP INC
+$507.4K
122,024
+1%
清仓
SAIC
SCIENCE APPLICATIONS INTL CO
-$502.9K
0
-100%
清仓
OC
OWENS CORNING NEW
-$462.6K
0
-100%
增持
AMGN
AMGEN INC
+$444.0K
9,499
+1%
减持
ALKT
ALKAMI TECHNOLOGY INC
-$417.0K
129,656
-6%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$409.4K
60,425
+2%
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$322.1K
0
-100%
减持
ABG
ASBURY AUTOMOTIVE GROUP INC
-$318.2K
11,929
-6%
增持
XBI
SPDR SERIES TRUST
+$303.6K
11,269
+5%
建仓
—
MAGNUM ICE CREAM CO NV
+$300.6K
18,967
清仓
RYZ
RYERSON HLDG CORP
-$291.1K
0
-100%
减持
ESI
ELEMENT SOLUTIONS INC
-$290.0K
49,127
-19%
减持
SSB
SOUTHSTATE BK CORP
-$282.9K
47,285
-1%
减持
—
GATES INDL CORP PLC
-$278.8K
51,984
-8%
减持
BRBR
BELLRING BRANDS INC
-$272.7K
23,379
-5%
减持
HMC
HONDA MOTOR LTD
-$268.8K
142,234
-2%
减持
SHV
ISHARES TR
-$261.9K
33,491
-6%
增持
—
DANAOS CORPORATION
+$256.0K
39,648
+2%
减持
FERG
FERGUSON ENTERPRISES INC
-$255.8K
31,948
-3%
减持
JEF
JEFFERIES FINL GROUP INC
-$247.4K
33,653
-6%
减持
CPK
CHESAPEAKE UTILS CORP
-$246.4K
9,728
-10%
减持
AVGO
BROADCOM INC
+$244.3K
82,424
-4%
建仓
SDY
SPDR SERIES TRUST
+$242.6K
1,743
增持
EHC
ENCOMPASS HEALTH CORP
-$242.1K
17,086
+6%
清仓
TSLX
SIXTH STREET SPECIALTY LENDI
-$236.3K
0
-100%
减持
ACA
ARCOSA INC
+$227.2K
31,774
-6%
清仓
HTGC
HERCULES CAPITAL INC
-$223.8K
0
-100%
减持
ABT
ABBOTT LABS
-$222.2K
7,740
-13%
清仓
MAIN
MAIN STR CAP CORP
-$220.7K
0
-100%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$219.3K
12,704
+5%
清仓
FDUS
FIDUS INVT CORP
-$210.8K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$209.9K
178,542
+2%
清仓
—
FLUTTER ENTMT PLC
-$206.0K
0
-100%
增持
AAPL
APPLE INC
+$204.8K
11,792
+0%
增持
NTAP
NETAPP INC
-$196.7K
22,417
+2%
减持
CVX
CHEVRON CORP NEW
-$185.9K
7,781
-12%
减持
HQY
HEALTHEQUITY INC
-$182.5K
21,069
-5%
减持
SYBT
STOCK YDS BANCORP INC
-$182.5K
19,791
-6%
增持
AX
AXOS FINANCIAL INC
+$173.3K
28,999
+6%
减持
COP
CONOCOPHILLIPS
-$172.1K
10,345
-14%
减持
FRME
FIRST MERCHANTS CORP
-$162.4K
68,439
-5%
减持
UNH
UNITEDHEALTH GROUP INC
-$155.7K
2,242
-14%
清仓
FSK
FS KKR CAP CORP
-$150.2K
0
-100%
增持
WSR
WHITESTONE REIT
+$148.5K
66,829
+5%
减持
RRX
REGAL REXNORD CORPORATION
-$147.5K
6,598
-12%
增持
—
GENPACT LIMITED
+$144.1K
20,672
+5%
减持
AXP
AMERICAN EXPRESS CO
-$142.8K
4,167
-18%
清仓
CGBD
CARLYLE SECURED LENDING INC
-$141.8K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$141.0K
5,580
-9%
减持
MCD
MCDONALDS CORP
-$108.2K
3,820
-9%
增持
—
NVENT ELECTRIC PLC
+$100.1K
11,763
+6%
减持
—
CANTALOUPE INC
-$99.1K
24,860
-28%
增持
CDW
CDW CORP
-$97.6K
10,958
+10%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$92.3K
39,811
+3%
增持
EME
EMCOR GROUP INC
-$91.2K
3,946
+2%
增持
HRB
BLOCK H & R INC
-$87.7K
17,526
+4%
增持
SUPN
SUPERNUS PHARMACEUTICALS INC
+$82.2K
19,975
+5%
增持
PATK
PATRICK INDS INC
+$80.0K
7,804
+5%
增持
UNM
UNUM GROUP
+$66.3K
17,325
+6%
增持
NRG
NRG ENERGY INC
+$65.3K
11,113
+6%
增持
—
GENIUS SPORTS LIMITED
-$65.1K
86,973
+5%
减持
—
ACCENTURE PLC IRELAND
-$63.1K
9,898
-10%
增持
ACMR
ACM RESH INC
+$63.1K
27,324
+5%
增持
ARES
ARES MANAGEMENT CORPORATION
+$62.9K
17,110
+1%
减持
TJX
TJX COS INC NEW
-$61.3K
9,828
-10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$61.0K
3,193
+4%
增持
ABBV
ABBVIE INC
-$55.2K
70,693
+1%
减持
PRGS
PROGRESS SOFTWARE CORP
-$51.3K
14,359
-6%
增持
RS
RELIANCE INC
+$46.2K
1,892
+6%
减持
—
REV GROUP INC
+$39.5K
47,204
-6%
增持
SR
SPIRE INC
+$34.7K
6,297
+6%
增持
LMT
LOCKHEED MARTIN CORP
-$31.1K
5,825
+2%
增持
MTN
VAIL RESORTS INC
+$30.0K
12,705
+15%
增持
BYD
BOYD GAMING CORP
+$27.6K
8,964
+5%
增持
ADUS
ADDUS HOMECARE CORP
-$25.9K
5,623
+5%
增持
ACIW
ACI WORLDWIDE INC
-$23.0K
9,842
+5%
增持
—
SUPER GROUP SGHC LIMITED
-$21.7K
37,688
+5%
增持
MTDR
MATADOR RES CO
-$19.4K
22,441
+4%
减持
FLYW
FLYWIRE CORPORATION
-$18.5K
109,894
-6%
减持
BAC
BANK AMERICA CORP
-$15.5K
31,157
-7%
减持
FUL
FULLER H B CO
-$11.2K
10,436
-2%
增持
PI
IMPINJ INC
+$9.0K
3,873
+5%
增持
UFPI
UFP INDUSTRIES INC
+$7.9K
10,063
+4%
减持
AMPH
AMPHASTAR PHARMACEUTICALS IN
-$6.2K
15,161
-2%
增持
UNP
UNION PAC CORP
+$3.4K
6,107
+2%
减持
SHY
ISHARES TR
-$3.0K
11,154
-0%
减持
WBS
WEBSTER FINL CORP
-$2.4K
44,850
-6%