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SEGALL BRYANT & HAMILL, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SEGALL BRYANT & HAMILL, LLC
报告期 2026-03-31 · CIK 0001006378
持仓数
576
前50大市值合计
$2.57B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 19
增持 75
减持 37
清仓 19
方向
标的
Δ市值
现股数(环比)
清仓
UNH
UNITEDHEALTH GROUP INCORPORATED
-$43.8M
0
-100%
增持
META
META PLATFORMS INC CL A
+$36.3M
59,577
+349%
减持
MSFT
MICROSOFT CORP
+$31.0M
308,556
-5%
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。
增持
PWR
QUANTA SERVICES INC
+$23.5M
90,741
+112%
增持
ATI
ATI INC
+$22.9M
373,083
+109%
增持
MRVL
MARVELL TECHNOLOGY INC
+$22.0M
425,951
+139%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$21.7M
93,315
-26%
减持
AAPL
APPLE INC.
-$21.5M
470,176
-11%
减持
—
AZEK CO INC CL A
-$21.4M
249,208
-65%
增持
ANET
ARISTA NETWORKS INC
+$21.0M
275,742
+197%
增持
AMZN
AMAZON.COM INC.
+$19.9M
382,635
+14%
增持
AGYS
AGILYSYS INC
+$18.3M
272,466
+53%
建仓
FLS
FLOWSERVE CORPORATION
+$18.1M
345,600
减持
MCK
MCKESSON CORPORATION
-$17.4M
45,586
-40%
增持
MPWR
MONOLITHIC PWR SYS INC
+$17.0M
39,327
+94%
清仓
—
RADIUS RECYCLING INC
-$16.9M
0
-100%
减持
NVDA
NVIDIA CORP
+$16.9M
485,274
-12%
减持
TJX
TJX COMPANIES INC
-$16.9M
109,877
-56%
建仓
VEA
VANGUARD FTSE DEVELOPED ETF
+$16.3M
286,523
增持
ORLY
OREILLY AUTOMOTIVE INC
-$16.3M
138,621
+590%
增持
INTU
INTUIT INC
+$16.2M
33,664
+100%
增持
SAP
SAP AG ADR
+$14.7M
86,242
+101%
增持
NOW
SERVICENOW INC
+$14.5M
57,009
+3%
增持
CACI
CACI INTERNATIONAL INC
+$14.1M
59,546
+53%
减持
CVX
CHEVRON CORP NEW COM
-$13.9M
134,553
-32%
减持
CEG
CONSTELLATION ENERGY CORP COM
+$13.6M
124,100
-5%
建仓
TRU
TRANSUNION
+$13.4M
151,948
增持
PZZA
PAPA JOHNS INTL INC
+$13.3M
922,809
+19%
增持
MIR
MIRION TECHNOLOGIES INC
+$13.1M
1,089,217
+53%
增持
ENSG
ENSIGN GROUP INC
+$12.7M
324,101
+12%
清仓
ROST
ROSS STORES INC.
-$12.7M
0
-100%
增持
ALGM
ALLEGRO MICROSYSTEMS INC COM
+$12.5M
1,328,254
+1%
增持
VMI
VALMONT INDS INC COM
+$12.4M
300,061
+0%
清仓
—
BLUEPRINT MEDICINES CORP
-$12.0M
0
-100%
减持
—
REV GROUP INC
-$11.8M
1,744,785
-42%
增持
DBRG
DIGITALBRIDGE GROUP INC CL A COM
+$11.8M
2,343,736
+66%
建仓
KDP
KEURIG DR PEPPER INC
+$11.5M
348,303
清仓
PVH
PVH CORP
-$11.3M
0
-100%
减持
—
UNILEVER PLC
-$11.2M
29,118
-87%
增持
MP
MP MATERIALS CORP COM CL A
+$11.2M
1,196,902
+2%
增持
JPM
JP MORGAN CHASE & CO
+$11.0M
176,519
+8%
清仓
—
SPRINGWORKS THERAPEUTICS INC COM
-$10.8M
0
-100%
建仓
H
HYATT HOTELS CORP COM CL A
+$10.6M
76,123
建仓
GH
GUARDANT HEALTH INC COM
+$10.1M
193,325
增持
TTEK
TETRA TECH INC
+$10.1M
917,911
+17%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS INC COM
+$10.1M
119,513
+70%
减持
RSG
REPUBLIC SERVICES INC
-$9.9M
50,134
-45%
增持
NPO
ENPRO INC.
+$9.8M
195,205
+14%
减持
MRCY
MERCURY SYS INC COM
+$9.6M
999,185
-3%
增持
ROAD
CONSTRUCTION PARTNERS INC
+$9.6M
205,441
+21%
减持
—
OWENS ILL INC
+$9.6M
3,123,600
-2%
减持
CDNS
CADENCE DESIGN SYSTEMS INC
-$9.4M
43,164
-52%
建仓
SMG
SCOTTS COMPANY (THE)-CL A
+$9.3M
141,553
增持
RBC
RBC BEARINGS INC
+$9.3M
92,376
+13%
增持
BOOT
BOOT BARN HLDGS INC COM
+$9.3M
116,497
+48%
增持
HWKN
HAWKINS INC
+$9.2M
112,431
+76%
增持
LFUS
LITTELFUSE INC
+$9.1M
222,178
+6%
增持
MOD
MODINE MFG CO
+$8.9M
254,878
+21%
增持
ESI
ELEMENT SOLUTIONS INC COM
+$8.9M
2,556,734
+18%
减持
DSGX
DESCARTES SYS GROUP INC COM
-$8.7M
360,671
-20%
建仓
MMM
3M COMPANY
+$8.6M
56,450
增持
HQY
HEALTHEQUITY INC
+$8.5M
165,742
+65%
清仓
LLY
LILLY ELI & CO
-$8.5M
0
-100%
增持
STRL
STERLING INFRASTRUCTURE INC
+$8.4M
61,004
+21%
建仓
MKC
MCCORMICK & COMPANY INC
+$8.2M
107,809
减持
CRGY
CRESCENT ENERGY COMPANY CL A COM
-$8.2M
3,059,571
-0%
清仓
WHD
CACTUS INC A
-$8.1M
0
-100%
增持
GOOG
ALPHABET INC CL C
+$8.0M
296,704
+4%
增持
CSL
CARLISLE COMPANIES INCORPORATED
+$8.0M
56,371
+47%
增持
OLED
UNIVERSAL DISPLAY CORP
+$8.0M
243,864
+14%
建仓
CLDX
CELLDEX THERAPEUTICS INC NEW
+$7.9M
387,888
增持
SKWD
SKYWARD SPECIALTY INS GROUP IN
+$7.6M
314,395
+57%
增持
QDEL
QUIDEL CORP COM
-$7.6M
1,300,196
+1%
增持
IRTC
IRHYTHM TECHNOLOGIES INC COM
+$7.5M
137,293
+5%
清仓
MKSI
MKS INSTRUMENTS INC
-$7.4M
0
-100%
建仓
CECO
CECO ENVIROMENTAL CORP
+$7.4M
261,173
减持
AHCO
ADAPTHEALTH CORP COMMON STOCK
-$7.4M
4,682,373
-2%
增持
CR
CRANE COMPANY
+$7.3M
177,226
+3%
减持
HP
HELMERICH & PAYNE INC COM
-$7.3M
626,199
-2%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$7.3M
255,630
+65%
建仓
PSN
PARSONS CORP DEL
+$7.2M
100,918
减持
J
JACOBS SOLUTIONS INC
-$7.2M
48,702
-57%
增持
—
AMBARELLA INC SHS
+$7.2M
344,834
+11%
增持
ATR
APTAR GROUP INC
+$7.2M
174,308
+29%
增持
VITL
VITAL FARMS INC
+$7.1M
305,645
+100%
增持
AEIS
ADVANCED ENERGY INDS
+$7.0M
170,421
+4%
建仓
DECK
DECKERS OUTDOOR CORP
+$7.0M
67,761
增持
ECG
EVERUS CONSTR GROUP
+$7.0M
212,798
+20%
减持
—
FOOT LOCKER INC
-$6.9M
339,939
-69%
增持
MANH
MANHATTAN ASSOCS INC COM
+$6.9M
70,226
+73%
减持
MUR
MURPHY OIL CORP
-$6.8M
1,046,975
-2%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$6.8M
42,328
-20%
清仓
—
BERRY GLOBAL GROUP INC
-$6.7M
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORP CL A
-$6.7M
0
-100%
建仓
LOAR
LOAR HOLDINGS INC
+$6.7M
77,261
建仓
PTGX
PROTAGONIST THERAPEUTICS INC COM
+$6.6M
120,159
增持
CTRE
CARETRUST REIT INC
+$6.6M
722,727
+33%
建仓
ADI
ANALOG DEVICES
+$6.6M
27,658
增持
ABCB
AMERIS BANCORP
+$6.5M
710,114
+4%
清仓
MAS
MASCO CORP
-$6.4M
0
-100%
增持
—
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
+$6.4M
108,298
+21%
增持
RRC
RANGE RESOURCES CORP
+$6.3M
377,224
+67%
增持
BOX
BOX INC CL A
+$6.1M
511,920
+39%
增持
—
JFROG LTD
+$6.0M
347,326
+21%
减持
SXT
SENSIENT TECHNOLOGIES CORP
+$6.0M
267,225
-2%
减持
PRGS
PROGRESS SOFTWARE CORP
+$6.0M
538,534
-2%
增持
RGA
REINSURANCE GROUP OF AMERICA
+$5.9M
177,621
+19%
建仓
GXO
GXO LOGISTICS INCORPORATED COMMON STOCK
+$5.9M
121,042
增持
AAP
ADVANCE AUTO PARTS INC.
+$5.9M
790,824
+0%
减持
UFPI
UFP Industries Inc
-$5.9M
50,475
-50%
减持
BDC
BELDEN INC
+$5.9M
421,344
-2%
清仓
NVO
NOVO-NORDISK A S ADR
-$5.8M
0
-100%
清仓
EVR
EVERCORE INC CLASS A
-$5.8M
0
-100%
减持
MEDP
MEDPACE HLDGS INC
-$5.8M
22,728
-46%
增持
KRYS
KRYSTAL BIOTECH INC COM
-$5.8M
148,614
+2%
增持
NOVT
NOVANTA INC
+$5.8M
101,054
+78%
减持
HALO
HALOZYME THERAPEUTICS, INC.
-$5.7M
310,830
-9%
增持
PODD
INSULET CORP
+$5.7M
93,632
+4%
增持
BRBR
BELLRING BRANDS INC
+$5.7M
247,014
+113%
减持
—
CAPRI HOLDINGS LIMITED SHS
-$5.6M
1,056,658
-14%
增持
THRM
GENTHERM INC
+$5.5M
679,879
+32%
增持
STAG
STAG INDL INC COM
+$5.5M
1,263,938
+13%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$5.4M
137,856
+64%
清仓
NEOG
NEOGEN CORP
-$5.4M
0
-100%
建仓
VWO
VANGUARD FTSE EMERGING MKTS ETF
+$5.3M
107,470
减持
CIVI
CIVITAS RESOURCES INC
-$5.3M
232,960
-31%
增持
AZTA
AZENTA INC COM
+$5.2M
530,014
+66%
增持
ITT
ITT INC
+$5.2M
157,560
+4%
清仓
WMS
ADVANCED DRAIN SYS INC DEL COM
-$5.2M
0
-100%
减持
AZZ
AZZ INC
+$5.1M
541,229
-2%
增持
VSEC
VSE CORP
+$5.1M
163,069
+21%
增持
CWST
CASELLA WASTE SYS INC CL A
+$5.1M
364,693
+10%
清仓
WTTR
SELECT WATER SOLUTIONS INC
-$5.1M
0
-100%
增持
NEO
NEOGENOMICS INC
-$5.0M
2,362,049
+0%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$5.0M
40,324
-48%
增持
RDNT
RADNET INC COM
+$5.0M
319,407
+21%
减持
NFLX
NETFLIX INC
+$5.0M
30,279
-21%
清仓
LSTR
LANDSTAR SYS INC
-$4.9M
0
-100%
减持
SFM
SPROUTS FMRS MKT INC
-$4.8M
46,589
-43%
减持
LMB
LIMBACH HLDGS INC COM
+$4.8M
100,392
-19%
增持
ECL
ECOLAB INC
+$4.8M
81,004
+20%
建仓
VPG
VISHAY PRECISION GROUP INC COM
+$4.7M
166,884
增持
EHC
ENCOMPASS HEALTH CORP
+$4.7M
178,103
+5%
增持
NGVT
INGEVITY CORP
+$4.6M
1,283,210
+0%
减持
CCC
CCC INTELLIGENT SOLUTIONS HLD COM
-$4.6M
868,914
-39%
增持
GMED
GLOBUS MEDICAL INC
-$4.5M
468,053
+7%
增持
SITM
SITIME CORP COM
+$4.5M
51,748
+21%
增持
SLGN
SILGAN HOLDINGS INC
+$4.4M
1,111,276
+2%
清仓
JJSF
J & J SNACK FOODS CORP
-$4.2M
0
-100%
增持
—
TECHNIPFMC PLC
+$4.2M
508,047
+21%
