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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 32
增持 32
减持 64
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$38.3M
238,607
-20%
建仓
IPGP
IPG PHOTONICS CORP
+$30.3M
422,536
建仓
AIT
APPLIED INDUSTRIAL TECH INC
+$24.6M
95,779
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
ONTO
ONTO INNOVATION INC
+$23.6M
399,205
+31%
减持
AEO
AMERICAN EAGLE OUTFITTERS
-$22.2M
45,197
-97%
建仓
FICO
FAIR ISAAC CORP COM
+$21.8M
12,892
减持
TTEK
TETRA TECH INC
-$21.7M
26,498
-96%
减持
MSI
MOTOROLA SOLUTIONS
-$21.3M
20,489
-68%
增持
TKR
TIMKEN CO
+$21.1M
347,612
+222%
增持
AMKR
AMKOR TECHNOLOGY INC COM
+$19.3M
897,637
+58%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS INC COM
+$18.3M
232,348
+35%
清仓
—
WNS HOLDINGS LTD
-$18.3M
0
-100%
减持
CDNS
CADENCE DESIGN SYSTEMS INC
-$18.1M
27,892
-63%
增持
NOW
SERVICENOW INC
-$17.9M
192,638
+274%
清仓
BOX
BOX INC CL A
-$16.9M
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$16.3M
75,523
-69%
增持
MOG/A
MOOG INC CL A
+$16.3M
114,720
+105%
建仓
CORZ
CORE SCIENTIFIC INC NEW
+$16.1M
1,107,478
减持
RMBS
RAMBUS INC DEL COM
-$15.9M
108,429
-56%
减持
PZZA
PAPA JOHNS INTL INC
-$15.7M
1,060,089
-10%
建仓
VYMI
VANGUARD WHITEHALL FDS INTL HIGH ETF
+$15.5M
172,500
减持
JPM
JP MORGAN CHASE & CO
-$15.5M
109,845
-32%
建仓
NDSN
NORDSON CORP
+$15.4M
64,091
减持
AAP
ADVANCE AUTO PARTS INC.
-$15.4M
665,249
-2%
清仓
UAMY
UNITED STATES ANTIMONY CORP
-$15.4M
0
-100%
减持
—
AMBARELLA INC SHS
-$15.4M
178,097
-47%
建仓
SNEX
STONEX GROUP INC COM
+$15.0M
157,839
建仓
MIRM
MIRUM PHARMACEUTICALS INC
+$14.6M
185,024
建仓
—
PRIMORIS SVCS CORP
+$13.9M
112,311
增持
EXP
EAGLE MATERIALS INC
+$13.8M
178,618
+80%
清仓
S
SENTINELONE INC CL A
-$13.6M
0
-100%
增持
WMB
WILLIAMS COMPANIES INC
+$13.2M
278,194
+405%
清仓
CHE
CHEMED CORP NEW COM
-$12.9M
0
-100%
减持
SYNA
SYNAPTICS INC COM
-$12.7M
275,093
-43%
建仓
KRMN
KARMAN HLDGS INC
+$12.3M
168,573
减持
MP
MP MATERIALS CORP COM CL A
-$12.2M
353,308
-21%
增持
—
CAPRI HOLDINGS LIMITED SHS
+$12.1M
1,420,124
+26%
清仓
INTU
INTUIT INC
-$12.0M
0
-100%
减持
GOOGL
ALPHABET INC CL A
+$11.7M
189,052
-3%
建仓
PATK
PATRICK INDUSTRIES INC
+$11.2M
102,870
减持
META
META PLATFORMS INC CL A
-$10.9M
52,478
-15%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$10.7M
478,886
+44%
减持
GL
GLOBE LIFE INC COM
-$10.5M
184,797
-27%
增持
MCK
MCKESSON CORPORATION
+$10.5M
55,970
+22%
清仓
BRO
BROWN & BROWN INC COM
-$10.4M
0
-100%
减持
FIVN
FIVE9 INC
-$10.4M
84,073
-83%
增持
RTX
RTX CORPORATION
+$10.3M
126,322
+65%
建仓
NXT
NEXTRACKER INC
+$10.3M
118,338
建仓
COHR
COHERENT INC COM
+$10.2M
55,505
减持
MDLZ
MONDELEZ INTERNATIONAL INC
-$10.2M
200,382
-40%
增持
DBRG
DIGITALBRIDGE GROUP INC CL A COM
+$10.2M
2,742,104
+1%
建仓
COHU
COHU INC COM
+$9.9M
423,683
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN DEL COM
-$9.8M
0
-100%
减持
ANET
ARISTA NETWORKS INC
-$9.8M
382,055
-7%
建仓
ESE
ESCO TECHNOLOGIES
+$9.7M
49,671
清仓
KAI
KADANT INC
-$9.7M
0
-100%
减持
TBBK
BANCORP INC DEL COM
-$9.5M
171,857
-39%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$9.5M
68,663
-22%
增持
PWR
QUANTA SERVICES INC
+$9.4M
55,615
+64%
减持
GOOG
ALPHABET INC CL C
-$9.3M
191,801
-33%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$9.2M
33,520
+49%
清仓
CLH
CLEAN HARBORS INC
-$9.2M
0
-100%
清仓
IDXX
IDEXX LABS INC
-$9.2M
0
-100%
增持
AEIS
ADVANCED ENERGY INDS
+$9.1M
159,035
+12%
减持
APOG
APOGEE ENTERPRISES INC COM
-$8.9M
899,944
-6%
减持
GFF
GRIFFON CORP COM
-$8.9M
323,877
-25%
清仓
ABBV
ABBVIE INC COM
-$8.8M
0
-100%
增持
STRL
STERLING INFRASTRUCTURE INC
+$8.7M
78,517
+74%
清仓
BCRX
BIOCRYST PHARMACEUTICALS INC
-$8.6M
0
-100%
建仓
PI
IMPINJ INC COM
+$8.6M
49,413
建仓
CCB
COASTAL FINL CORP WA
+$8.4M
73,187
减持
VECO
VEECO INSTRS INC
-$8.3M
319,388
-44%
建仓
ALM
ALMONTY INDS INC
+$8.3M
939,185
减持
V
VISA INC CL A
-$8.2M
153,842
-15%
增持
NFLX
NETFLIX INC
-$8.1M
291,359
+887%
减持
HWKN
HAWKINS INC
-$7.9M
92,577
-20%
建仓
FBNC
FIRST BANCORP NC
+$7.9M
155,529
增持
FLS
FLOWSERVE CORPORATION
+$7.8M
451,380
+2%
清仓
KNSL
KINSALE CAP GROUP INC COM
-$7.6M
0
-100%
建仓
RIOT
RIOT BLOCKCHAIN INC
+$7.6M
597,677
减持
ECG
EVERUS CONSTR GROUP
-$7.5M
131,510
-40%
建仓
SCHX
SCHWAB US LARGE CAP ETF
+$7.4M
276,549
减持
BL
BLACKLINE INC
-$7.4M
191,031
-44%
增持
RBC
RBC BEARINGS INC
+$7.4M
101,387
+4%
减持
AAPL
APPLE INC.
-$7.4M
397,783
-12%
减持
CADE
CADENCE BANK
-$7.3M
1,012,339
-25%
清仓
GNTX
GENTEX CORP
-$7.3M
0
-100%
建仓
—
JAMES HARDIE INDS PLC
+$7.3M
350,703
减持
HD
HOME DEPOT INC
-$7.1M
65,096
-10%
减持
LFUS
LITTELFUSE INC
-$7.0M
279,983
-7%
建仓
EME
EMCOR GROUP INC
+$7.0M
11,367
增持
MUR
MURPHY OIL CORP
+$6.9M
930,710
+19%
增持
VCYT
VERACYTE INC
+$6.8M
596,305
+12%
建仓
—
EATON CORP PLC
+$6.7M
21,121
减持
—
STERIS PLC
-$6.7M
18,219
-60%
清仓
LAUR
LAUREATE EDUCATION INC COMMON STOCK
-$6.7M
0
-100%
建仓
—
QIAGEN NV
+$6.6M
147,287
清仓
ALKT
ALKAMI TECHNOLOGY INC
-$6.6M
0
-100%
清仓
DECK
DECKERS OUTDOOR CORP
-$6.5M
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$6.5M
11,484
减持
MRCY
MERCURY SYS INC COM
-$6.5M
636,526
-7%
清仓
—
QIAGEN NV
-$6.5M
0
-100%
减持
NPO
ENPRO INC.
-$6.4M
172,289
-10%
减持
NEO
NEOGENOMICS INC
+$6.3M
1,732,029
-5%
减持
VFC
VF CORPORATION
+$6.2M
4,283,186
-13%
建仓
AVDV
AMERICAN CENTY ETF TR
+$6.2M
65,615
建仓
DFIV
DIMENSIONAL INTL VALUE ETF
+$6.2M
123,519
增持
CVCO
CAVCO INDUSTRIES INC
+$6.1M
28,309
+55%
减持
BOOT
BOOT BARN HLDGS INC COM
-$6.1M
77,497
-35%
减持
FEIM
FREQUENCY ELECTRS INC
+$6.1M
306,774
-0%
增持
HUBG
HUB GROUP INC CL A
+$6.1M
614,745
+5%
减持
GBCI
GLACIER BANCORP INC
-$6.1M
1,159,653
-1%
建仓
SANM
SANMINA CORPORATION
+$6.0M
40,063
建仓
DON
WISDOMTREE TR MIDCAP DIVI FD
+$6.0M
116,379
减持
VIAV
VIAVI SOLUTIONS INC
+$6.0M
1,508,232
-8%
减持
PANW
PALO ALTO NETWORKS INC
-$5.9M
130,113
-11%
减持
GH
GUARDANT HEALTH INC COM
+$5.9M
244,266
-20%
减持
ATI
ATI INC
+$5.9M
321,693
-16%
增持
CXT
CRANE NXT CO COM
-$5.8M
313,566
+2%
减持
MANH
MANHATTAN ASSOCS INC COM
-$5.8M
85,932
-15%
减持
MPWR
MONOLITHIC PWR SYS INC
-$5.8M
29,983
-16%
减持
ALGM
ALLEGRO MICROSYSTEMS INC COM
-$5.7M
1,248,310
-6%
减持
RUSHA
RUSH ENTERPRISES INC CL A
-$5.6M
391,289
-22%
建仓
DAVE
DAVE INC
+$5.6M
25,442
减持
SLGN
SILGAN HOLDINGS INC
-$5.5M
990,036
-6%
减持
KRYS
KRYSTAL BIOTECH INC COM
+$5.5M
83,246
-2%
减持
RDNT
RADNET INC COM
-$5.5M
317,472
-14%
增持
RGEN
REPLIGEN CORP
+$5.5M
146,980
+5%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$5.4M
61,480
-39%
减持
ROCK
GIBRALTAR INDS INC COM
-$5.3M
353,555
-2%
建仓
IESC
IES HLDGS INC
+$5.3M
13,538
减持
MRVL
MARVELL TECHNOLOGY INC
-$5.2M
86,904
-42%
清仓
SFM
SPROUTS FMRS MKT INC
-$5.2M
0
-100%
清仓
BRBR
BELLRING BRANDS INC
-$5.2M
0
-100%
增持
ECL
ECOLAB INC
+$5.2M
102,562
+29%
减持
BBWI
BATH & BODY WORKS INC
-$5.0M
277,989
-33%
减持
—
JFROG LTD
-$5.0M
189,422
-47%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$5.0M
249,731
-3%
减持
SAP
SAP AG ADR
-$5.0M
19,273
-47%
减持
SSB
SOUTHSTATE BANK CORP
-$4.9M
651,133
-3%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$4.9M
97,995
-18%
增持
HALO
HALOZYME THERAPEUTICS, INC.
+$4.8M
307,224
+42%
减持
ESI
ELEMENT SOLUTIONS INC COM
-$4.8M
2,235,518
-7%
增持
SHOO
STEVEN MADDEN LTD
+$4.7M
434,841
+9%
清仓
TTMI
TTM TECHNOLOGIES INC
-$4.6M
0
-100%
增持
CHRW
C.H. ROBINSON WORLDWIDE INC.
+$4.6M
111,667
+11%
减持
RGA
REINSURANCE GROUP OF AMERICA
-$4.6M
140,048
-19%
增持
GKOS
GLAUKOS CORP COM
+$4.6M
131,404
+5%
增持
CWST
CASELLA WASTE SYS INC CL A
+$4.6M
436,403
+9%
减持
ATR
APTAR GROUP INC
-$4.6M
80,980
-25%
