小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
THOMPSON SIEGEL & WALMSLEY LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
THOMPSON SIEGEL & WALMSLEY LLC
报告期 2026-03-31 · CIK 0001008322
持仓数
418
前50大市值合计
$3.14B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 13
增持 61
减持 64
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
—
CNH INDL N V
+$107.4M
10,404,067
+361%
建仓
CPAY
CORPAY INC
+$73.2M
237,313
减持
VST
VISTRA CORP
-$68.6M
5,564
-100%
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。
清仓
—
FLEETCOR TECHNOLOGIES INC
-$65.7M
0
-100%
增持
—
WALGREENS BOOTS ALLIANCE
+$65.7M
3,028,478
+1211291%
清仓
COR
CENCORA INC
-$63.6M
0
-100%
增持
ADM
ARCHER-DANIELS-MIDLAND CO
+$63.3M
1,008,555
+313116%
减持
ALL
ALLSTATE CORP.
-$53.1M
16,932
-96%
增持
VTRS
VIATRIS INC
+$44.7M
3,751,268
+77582%
增持
SNX
TD SYNNEX CORP
+$40.6M
472,782
+295%
增持
J
JACOBS SOLUTIONS INC
+$34.9M
227,501
+105714%
减持
FDX
FEDEX CORPORATION
-$33.6M
27,091
-83%
增持
MOS
MOSAIC CO NEW
+$32.8M
2,271,534
+98%
清仓
—
NXP SEMICONDUCTORS N V
-$32.3M
0
-100%
减持
FANG
DIAMONDBACK ENERGY INC
-$32.0M
14,583
-94%
减持
NWSA
NEWS CORP NEW
-$30.9M
2,158,334
-39%
建仓
MTCH
MATCH GROUP INC NEW
+$30.3M
835,187
增持
D
DOMINION ENERGY INC
+$29.8M
3,057,929
+19%
减持
ROST
ROSS STORES INC
-$28.0M
1,994
-99%
增持
—
PERRIGO CO PLC
+$25.8M
3,444,729
+30%
增持
—
JAZZ PHARMACEUTICALS PLC
+$23.2M
552,573
+57%
增持
EVRG
EVERGY INC
+$21.0M
2,001,941
+22%
减持
OLN
OLIN CORP
-$20.6M
862,404
-35%
减持
—
LIBERTY GLOBAL LTD.
-$19.8M
3,575,778
-21%
减持
EXE
CHESAPEAKE ENERGY CORP
-$19.3M
484,814
-40%
清仓
—
DISH NETWORK CORP-A
-$19.1M
0
-100%
增持
WBD
WARNER BROS DISCOVERY INC
+$18.3M
6,089,494
+99%
减持
—
CLARIVATE PLC
-$17.3M
7,394,116
-5%
增持
NFG
NATIONAL FUEL GAS
+$16.9M
1,288,834
+24%
增持
—
LABORATORY CRP OF AMER HLDGS
+$15.6M
330,706
+33%
减持
IWS
ISHARES RUSSELL MIDCAP VALUE
-$13.8M
86,639
-59%
减持
PHG
KONINKLIJKE PHILIPS NV
-$13.6M
2,019,694
-13%
减持
—
WILLIS TOWERS WATSON PLC
-$12.8M
228,575
-27%
清仓
—
NEW YORK COMMUNITY BANCORP
-$12.6M
0
-100%
增持
ECHO
ECHOSTAR CORP-A
+$12.6M
1,226,926
+314%
减持
VNT
VONTIER CORPORATION
+$12.5M
1,899,524
-11%
增持
WMB
WILLIAMS COS INC
+$11.9M
2,271,006
+3%
增持
FCNCA
FIRST CTZNS BANCSHARES IN
+$11.7M
34,771
+9%
增持
USFD
US FOODS HLDG CORP
+$11.4M
1,110,403
+4%
减持
FNF
FNF GROUP
-$10.2M
1,101,745
-18%
增持
META
META PLATFORMS INC
+$10.0M
28,485
+160%
增持
KMI
KINDER MORGAN INC
+$9.8M
5,174,613
+7%
减持
AAPL
APPLE COMPUTER INC
-$9.8M
212,531
-12%
增持
NVDA
NVIDIA CORP
+$9.0M
19,462
+12%
减持
BHP
BHP GROUP LTD-SPON ADR
-$9.0M
355,309
-18%
建仓
WLY
WILEY (JOHN) & SONS - CL A
+$8.6M
224,358
增持
BIO
BIO-RAD LABORATORIES-CL A
+$8.5M
350,014
+0%
减持
ORI
OLD REPUBLIC INTL CORP
-$8.4M
1,414,115
-20%
增持
BATRK
ATLANTA BRAVES HLDGS INC
+$8.1M
208,193
+1156528%
增持
HPE
HEWLETT PACKARD ENTERPRIS
+$8.1M
2,384,198
+18%
建仓
—
SIX FLAGS ENTERTAINMENT CORP
+$8.1M
306,974
减持
RDN
RADIAN GROUP INC
-$7.8M
72,117
-80%
增持
OGE
OGE ENERGY CORP
+$7.7M
3,459,537
+9%
减持
—
AERCAP HOLDINGS NV
-$7.5M
1,814,946
-18%
建仓
DTM
DT MIDSTREAM INC
+$7.5M
122,139
增持
NI
NISOURCE INC
+$7.0M
4,416,243
+2%
减持
POST
POST HLDGS INC
-$7.0M
842,132
-23%
减持
EXC
EXELON CORP
-$6.9M
1,232,587
-17%
增持
—
HESS CORP
+$6.8M
44,797
+223885%
增持
—
EXXON MOBIL CORPORATION
+$6.7M
104,593
+92%
清仓
—
EQUITRANS MIDSTREAM CORPO
-$6.7M
0
-100%
清仓
UGI
UGI CORP
-$6.6M
0
-100%
建仓
—
STERICYCLE INC
+$6.3M
119,511
减持
OGN
ORGANON & CO
+$6.1M
2,056,079
-9%
减持
—
LINDE PLC
+$6.1M
237,361
-6%
减持
WFC
WELLS FARGO & COMPANY
-$6.1M
75,486
-64%
减持
FIS
FIDELITY NATIONAL INFORMATION
+$6.0M
595,614
-6%
减持
—
LIBERTY GLOBAL LTD.
-$5.8M
3,790,530
-3%
减持
HD
HOME DEPOT
-$5.8M
2,360
-88%
增持
TSN
TYSON FOODS INC CL A
+$5.8M
965,170
+2%
建仓
MHK
MOHAWK INDUSTRIES INC
+$5.5M
42,131
清仓
—
SPIRIT AIRLS INC
-$5.5M
0
-100%
减持
MRK
MERCK & CO INC.
+$5.3M
250,565
-2%
增持
EQIX
EQUINIX INC
+$5.3M
14,235
+76%
建仓
JBL
JABIL CIRCUIT INC
+$5.2M
39,000
减持
LPX
LOUISIANA-PACIFIC CORP
+$5.1M
540,618
-5%
减持
DG
DOLLAR GENERAL CORP
-$4.9M
134,963
-29%
清仓
BX
BLACKSTONE GROUP INC
-$4.8M
0
-100%
增持
ODFL
OLD DOMINION FREIGHT LINE
+$4.7M
21,660
+72100%
增持
TXN
TEXAS INSTRUMENTS
+$4.7M
29,285
+1272%
增持
DUK
DUKE ENERGY CORP NEW
+$4.7M
89,069
+123%
建仓
—
HERBALIFE LTD
+$4.7M
468,225
增持
GS
GOLDMAN SACHS GROUP INC
+$4.7M
26,363
+61%
增持
—
WHITE MOUNTAINS INSURANCE GROU
+$4.7M
15,865
+0%
减持
SPB
SPECTRUM BRANDS HOLDINGS INC
-$4.5M
163,782
-31%
减持
—
LIBERTY MEDIA CORP NEW
-$4.4M
2,958,233
-8%
增持
DINO
HF SINCLAIR CORPORATION
+$4.4M
844,708
+1%
增持
—
NOBLE CORP PLC
+$4.2M
407,732
+26%
减持
PGR
PROGRESSIVE CORP
+$4.1M
91,389
-1%
建仓
TYL
TYLER TECHNOLOGIES INC
+$4.1M
9,700
减持
—
FLEXTRONICS INTL LTD
-$4.0M
902,652
-8%
减持
REYN
REYNOLDS CONSUMER PRODUCTS I
-$3.9M
327,496
-34%
减持
—
ARCH CAPITAL GROUP LTD
+$3.8M
636,045
-14%
增持
VBR
VANGUARD SMALL-CAP VALUE ETF
+$3.7M
230,983
+2%
清仓
FWONK
LIBERTY MEDIA FORMULA ONE
-$3.7M
0
-100%
减持
KLG
WK KELLOGG CO
+$3.7M
648,692
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.7M
1,367
-83%
增持
OPTU
ALTICE USA INC-A
-$3.7M
7,131,548
+4%
减持
AAP
ADVANCE AUTO PARTS
+$3.6M
341,951
-18%
减持
CI
CIGNA GROUP
+$3.4M
53,845
-0%
减持
CNNE
CANNAE HOLDINGS INC
-$3.4M
498,831
-33%
清仓
GPRO
GOPRO INC
-$3.4M
0
-100%
减持
TGT
TARGET CORP
+$3.3M
98,666
-1%
减持
ANSS
ANSYS, INC.
-$3.2M
2,800
-76%
建仓
BBY
BEST BUY CO INC.
+$3.2M
38,900
减持
STC
STEWART INFORMATION SERVICES
-$3.1M
106,604
-38%
增持
MCK
MCKESSON HBOC INC
+$3.1M
39,510
+1%
减持
DVN
DEVON ENERGY CORPORATION
-$3.1M
43,099
-63%
减持
MSFT
MICROSOFT CORP
+$3.0M
93,704
-3%
建仓
MITK
MITEK SYS INC
+$3.0M
212,943
增持
VOO
VANGUARD S&P 500 ETF
+$3.0M
52,411
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$2.9M
68,039
-6%
增持
BKNG
BOOKING HLDGS INC
+$2.9M
891
+828%
建仓
PLOW
DOUGLAS DYNAMICS INC
+$2.8M
117,298
减持
HII
HUNTINGTON INGALLS INDS I
+$2.8M
380,934
-9%
增持
ASO
ACADEMY SPORTS & OUTDOORS
+$2.7M
163,978
+29%
减持
LKQ
LKQ CORP
-$2.7M
1,417,765
-14%
增持
—
AIR TRANSPORT SERVICES GROUP
-$2.7M
1,178,884
+10%
增持
—
ACCENTURE PLC-CL A
+$2.6M
7,912
+1820%
增持
LMT
LOCKHEED MARTIN CORPORATION
+$2.6M
38,399
+17%
增持
AR
ANTERO RES CORP
+$2.6M
352,718
+5%
增持
MET
METLIFE INC.
+$2.6M
110,884
+30%
减持
CNC
CENTENE CORP
+$2.5M
863,011
-2%
减持
JPM
JP MORGAN CHASE & CO
+$2.4M
86,443
-1%
减持
FOXA
FOX CORP A
+$2.4M
1,536,848
-0%
增持
—
SEADRILL LIMITED
+$2.3M
149,885
+36%
增持
TDW
TIDEWATER INC NEW
+$2.3M
103,503
+4%
增持
VTEB
VANGUARD TAX EXEMPT BOND ETF
+$2.3M
915,636
+6%
增持
ALSN
ALLISON TRANSMISSION HLDG
+$2.2M
89,276
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHINE
+$2.2M
80,016
+0%
增持
—
THE ODP CORP
+$2.2M
160,028
+42%
减持
PFE
PFIZER INC
-$2.1M
453,606
-11%
增持
ALK
ALASKA AIR GROUP INC.
+$2.1M
340,792
+6%
清仓
—
GRAFTECH INTERNATIONAL LTD
-$2.1M
0
-100%
增持
CNP
CENTERPOINT ENERGY INC
+$2.1M
2,003,685
+4%
减持
MKL
MARKEL GROUP INC
+$2.0M
59,624
-5%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$2.0M
125,798
-13%
增持
MS
MORGAN STANLEY
+$2.0M
107,172
+24%
增持
AVGO
BROADCOM INC
+$2.0M
9,537
+0%
减持
ABBV
ABBVIE INC
+$2.0M
72,590
-0%
减持
SPY
S&P 500 DEPOSITORY RECEIPT
+$1.9M
43,663
-1%
减持
GOOG
ALPHABET INC
+$1.9M
374,739
-4%
增持
WCC
WESCO INTERNATIONAL INC
+$1.9M
58,338
+25%
减持
LOW
LOWES COS
+$1.9M
62,329
-1%
增持
—
EQUITY COMMONWEALTH
+$1.8M
1,873,348
+7%
减持
MGY
MAGNOLIA OIL & GAS CORP
-$1.8M
163,396
-42%
减持
GPN
GLOBAL PAYMENTS INC
+$1.7M
433,636
-2%
减持
QCOM
QUALCOMM INC
-$1.7M
43,932
-31%
增持
PPLI
IAC INC
+$1.7M
1,553,501
+0%
减持
ALLY
ALLY FINL INC
-$1.7M
1,377,978
-17%
