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VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
报告期 2026-03-31 · CIK 0001021642
持仓数
222
前50大市值合计
$6.01B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 12
增持 64
减持 69
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
CRM
SALESFORCE.COM INC
+$139.0M
1,048,248
建仓
PLD
PROLOGIS INC
+$89.5M
794,263
减持
JKHY
HENRY JACK & ASSOCIATES
-$75.2M
429,665
-48%
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
IWV
ISHARES RUSSELL 3000 ETF
+$68.6M
311,425
+76795%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$44.0M
5,580,167
+4%
增持
AMZN
AMAZON.COM INC
-$41.0M
1,644,207
+4%
建仓
STAG
STAG INDUSTRIAL INC
+$39.5M
1,221,000
减持
NVDA
NVIDIA CORP
-$38.1M
469,360
-47%
清仓
FCN
FTI CONSULTING INC
-$36.9M
0
-100%
增持
SHW
SHERWIN WILLIAMS
+$35.6M
891,319
+4%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$35.5M
1,245,217
+44%
增持
GOOGL
ALPHABET INC-CL A
+$34.1M
1,642,384
+42%
建仓
NSA
NATIONAL STORAGE AFFILIATES
+$34.0M
940,725
建仓
FRCB
FIRST REPUBLIC BANK OF SAN FRANCISCO
+$32.1M
263,144
增持
NEE
NEXTERA ENERGY INC
+$31.0M
2,876,142
+8%
增持
ICE
INTERCONTINENTAL EXCHANGE INC
+$29.3M
1,896,963
+4%
减持
BRO
BROWN & BROWN INC
-$29.0M
57,445
-89%
建仓
VIRT
VIRTU FINANCIAL INC-CLASS A
+$28.1M
1,378,160
减持
EXLS
EXLSERVICE HOLDINGS INC
-$25.6M
192,732
-51%
增持
—
NVENT ELECTRIC PLC
+$25.0M
877,547
+216%
增持
—
CONSTELLIUM SE
+$23.5M
2,373,581
+428%
清仓
—
LESLIES INC
-$23.3M
0
-100%
减持
UNP
UNION PACIFIC
-$22.5M
594,610
-20%
建仓
PTEN
PATTERSON-UTI ENERGY INC
+$22.4M
1,327,450
减持
CBOE
CBOE HOLDINGS INC
-$21.8M
544,842
-29%
增持
VRSN
VERISIGN INC
+$21.3M
484,065
+8%
增持
DG
DOLLAR GENERAL CORP
+$21.0M
904,939
+8%
减持
NXST
NEXSTAR MEDIA GROUP INC
-$20.7M
291,334
-32%
清仓
—
THOUGHTWORKS HOLDING INC
-$20.4M
0
-100%
减持
CHD
CHURCH & DWIGHT CO INC
-$19.7M
205,128
-60%
建仓
WMS
ADVANCED DRAINAGE SYSTEMS IN
+$19.6M
239,670
增持
MSFT
MICROSOFT CORP
+$19.6M
846,938
+7%
增持
CHE
CHEMED CORP
+$19.5M
186,362
+8%
建仓
THC
TENET HEALTHCARE CORP
+$18.9M
388,195
增持
AME
AMETEK INC
+$18.9M
308,779
+45%
增持
ARMK
ARAMARK HOLDINGS CORP
+$18.4M
813,580
+67%
增持
CLX
CLOROX CO
+$18.1M
1,273,029
+2%
增持
WSC
WILLSCOT MOBILE MINI HOLDINGS
+$18.0M
1,439,719
+24%
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B
+$18.0M
295,037
+8%
增持
JNJ
JOHNSON & JOHNSON
+$17.9M
741,859
+7%
增持
DHR
DANAHER CORP
+$17.7M
744,537
+7%
减持
MPWR
MONOLITHIC POWER SYSTEMS INC
-$17.4M
153,623
-22%
增持
RMBS
RAMBUS INC
+$17.0M
1,597,970
+1%
减持
EVRG
EVERGY INC
-$16.7M
348,543
-46%
减持
MKC
MCCORMICK & CO NON VTG
+$16.5M
2,175,247
-5%
减持
FSS
FEDERAL SIGNAL CORP
-$15.9M
603,787
-49%
减持
LNT
ALLIANT ENERGY CORP
-$15.8M
404,862
-44%
减持
CCK
CROWN CORK & SEAL CO INC
-$15.7M
239,230
-45%
增持
—
AXALTA COATING SYSTEMS LTD
+$15.6M
885,688
+169%
减持
AEE
AMEREN CORPORATION
-$15.5M
259,576
-46%
增持
IQV
IQIVA HOLDINGS INC
+$14.8M
163,220
+59%
减持
CMS
CMS ENERGY CORP
-$14.8M
371,939
-44%
增持
—
UNIVAR INC
+$14.5M
1,247,322
+13%
减持
—
AON PLC
-$14.3M
479,280
-19%
减持
MRVI
MARAVAI LIFESCIENCES HLDGS-A
-$14.3M
1,254,810
-1%
增持
CCOI
COGENT COMMUNICATIONS HOLDINGS
+$13.9M
2,039,330
+4%
减持
NSIT
INSIGHT ENTERPRISES INC
+$13.8M
833,555
-2%
增持
—
THE AZEK CO INC
+$13.6M
961,998
+168%
减持
—
FABRINET
+$13.0M
423,432
-2%
增持
AAMI
BRIGHTSPHERE INVESTMENT GROUP PLC
+$13.0M
1,104,197
+69%
增持
SAIA
SAIA INC
+$12.8M
546,977
+2%
减持
KOS
KOSMOS ENERGY LTD
+$12.4M
17,521,753
-9%
减持
—
INTERNATIONAL GAME TECHNOLOG
+$12.2M
1,844,128
-2%
增持
AXON
AXON ENTERPRISE INC
+$11.9M
133,874
+50%
减持
GATX
GATX CORP
+$11.0M
539,020
-1%
增持
COR
AMERISOURCEBERGEN CORP
+$10.8M
280,829
+6%
增持
—
ALLEGION PLC
+$10.8M
166,996
+122%
减持
—
CAPRI HOLDINGS LTD
+$10.7M
572,331
-0%
减持
NABL
N-ABLE INC
-$10.4M
760,243
-61%
增持
—
LUMINAR TECHNOLOGIES INC
-$10.3M
4,984,712
+4%
增持
—
PACWEST BANCORP
+$10.1M
576,376
+316%
建仓
VMC
VULCAN MATERIALS CO
+$10.0M
57,191
减持
FMC
FMC CORP NEW
+$10.0M
607,626
-2%
建仓
PMT
PENNYMAC MORTGAGE INVESTMENT
+$9.4M
758,055
减持
MSI
MOTOROLA SOLUTIONS INC
+$9.3M
924,397
-10%
增持
CDW
CDW CORP/DE
+$8.7M
117,371
+49%
建仓
GTN
GRAY TELEVISION INC
+$8.7M
775,600
增持
CC
CHEMOURS CO/THE
+$8.2M
1,282,907
+2%
增持
KEYS
KEYSIGHT TECHNOLOGIES IN
+$8.1M
95,633
+83%
减持
CRK
COMSTOCK RESOURCES INC
-$8.0M
560,610
-38%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$7.9M
478,138
-5%
增持
ENTG
ENTEGRIS INC
-$7.8M
1,025,313
+13%
增持
RITM
RITHM CAPITAL CORP
+$7.6M
3,100,409
+28%
减持
ESI
ELEMENT SOLUTIONS INC
+$7.5M
4,275,692
-1%
清仓
AVAH
AVEANNA HEALTHCARE HOLDINGS
-$7.5M
0
-100%
增持
SR
SPIRE INC
+$7.4M
566,110
+12%
减持
MMS
MAXIMUS INC
+$7.2M
544,908
-4%
增持
HBAN
HUNTINGTON BANCSHARES
+$7.1M
806,144
+148%
减持
AR
ANTERO RESOURCES CORP
-$7.1M
437,770
-35%
增持
LSTR
LANDSTAR SYSTEM INC
+$6.4M
254,630
+5%
增持
OTIS
OTIS WORLDWIDE CORP
+$6.1M
365,040
+4%
减持
OVV
OVINTIV INC
-$5.9M
292,405
-35%
增持
EFX
EQUIFAX INC
+$5.7M
75,614
+45%
增持
ARES
ARES MANAGEMENT CORP - A
+$5.4M
186,092
+58%
减持
UCTT
ULTRA CLEAN HOLDINGS
+$5.3M
739,335
-1%
减持
WTS
WATTS WATER TECHNOLOGIES-A
+$5.3M
284,695
-2%
清仓
—
TREAN INSURANCE GROUP INC
-$4.7M
0
-100%
增持
EFOR
ASGN INC
-$4.7M
575,943
+1%
减持
ALG
ALAMO GROUP INC
+$4.6M
268,226
-2%
减持
ONB
OLD NATL BANCORP
-$4.5M
1,597,330
-21%
减持
—
SOUTHWESTERN ENERGY CO
-$4.5M
6,772,503
-6%
增持
—
BANK OF NT BUTTERFIELD & SON
+$4.3M
540,431
+49%
减持
RSG
REPUBLIC SERVICES INC
-$4.2M
345,498
-4%
增持
RH
RH
+$4.1M
71,755
+17%
减持
UCB
UNITED COMMUNITY BANKS/GA
-$4.0M
634,795
-17%
增持
A
AGILENT TECHNOLOGIES INC
+$3.8M
102,759
+8%
减持
MTH
MERITAGE CORP
+$3.8M
179,690
-1%
减持
CACI
CACI INTERNATIONAL INC CL A
+$3.8M
126,237
-3%
减持
—
COOPER COMPANIES INC
+$3.8M
66,386
-4%
增持
APAM
ARTISAN PARTNERS ASSET MGMT CL A
+$3.7M
689,055
+11%
减持
FAF
FIRST AMERICAN FINL CORP
+$3.7M
650,530
-1%
减持
—
PDC ENERGY INC
-$3.5M
333,790
-22%
减持
RUSHA
RUSH ENTERPRISES INC CL A
+$3.4M
421,542
-1%
增持
RGA
REINSURANCE GRP OF AMERI-A
+$3.4M
179,979
+2%
减持
COTY
COTY INC-CL A
-$3.3M
1,289,653
-43%
减持
VST
VISTRA CORP
+$3.2M
2,311,524
-4%
减持
ALL
ALLSTATE CORP
+$3.2M
320,696
-1%
减持
AEIS
ADVANCED ENERGY INDS
+$2.9M
387,060
-1%
增持
SWX
SOUTHWEST GAS HOLDINGS INC
-$2.9M
516,694
+3%
增持
—
EVERI HOLDINGS INC
-$2.8M
1,877,905
+2%
减持
FANG
DIAMONDBACK ENERGY INC
+$2.7M
217,523
-3%
减持
AJG
GALLAGHER A J
+$2.5M
212,828
-3%
减持
MC
MOELIS & CO - CLASS A
+$2.5M
586,957
-1%
增持
AVY
AVERY DENNISON CORP
+$2.4M
55,682
+18%
减持
SIGI
SELECTIVE INSURANCE GROUP
+$2.3M
385,873
-1%
减持
—
HOLOGIC INC
+$2.2M
285,370
-4%
增持
RJF
RAYMOND JAMES FINANCIAL INC
+$2.1M
95,368
+16%
减持
—
ICHOR HOLDINGS LTD
+$2.0M
858,615
-1%
减持
—
WNS HOLDINGS LTD-ADR
-$2.0M
715,186
-1%
减持
—
TOWER SEMICONDUCTOR LTD
-$2.0M
19,686
-69%
减持
NDAQ
NASDAQ INC
+$1.8M
695,120
-4%
减持
HUBB
HUBBELL INC CL B
-$1.7M
50,997
-17%
减持
KEX
KIRBY CORP
+$1.7M
561,795
-1%
增持
CNM
CORE & MAIN INC-CLASS A
-$1.7M
1,581,775
+12%
减持
IBP
INSTALLED BUILDING PRODUCTS
+$1.6M
435,595
-1%
减持
FDS
FACTSET RESEARCH SYSTEMS INC
-$1.6M
124,527
-3%
减持
—
BEACON ROOFING SUPPLY INC
-$1.5M
606,820
-1%
减持
FELE
FRANKLIN ELECTRIC CO INC
-$1.5M
528,005
-1%
减持
WSO
WATSCO INC
-$1.4M
130,490
-1%
增持
MRK
MERCK & CO. INC.
+$1.4M
51,200
+2%
增持
IWN
ISHARES RUSSELL 2000 VALUE INDEX FUND
+$1.3M
74,510
+7%
增持
JPM
JP MORGAN CHASE & CO
+$1.1M
32,795
+3%
增持
ABBV
ABBVIE INC
+$1.1M
34,925
+2%
增持
BIO
BIO-RAD LABORATORIES-CL A
+$1.0M
3,715
+202%
减持
—
SKECHERS USA INC
+$1.0M
202,097
-14%
减持
LOPE
GRAND CANYON EDUCATION INC
+$959.0K
115,573
-16%
增持
AVGO
BROADCOM INC
+$866.0K
6,850
+3%
增持
—
BALLYS INC
+$840.0K
1,265,750
+6%
增持
PFE
PFIZER INC
+$788.0K
91,500
+3%
减持
AVTR
AVANTOR INC
+$788.0K
2,239,338
-5%
