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SEIZERT CAPITAL PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SEIZERT CAPITAL PARTNERS, LLC
报告期 2026-03-31 · CIK 0001134283
持仓数
170
前50大市值合计
$1.86B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 148 项
建仓 18
增持 42
减持 66
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
DBX
DROPBOX INC
+$41.2M
1,879,374
+525%
减持
AAPL
APPLE INC
-$40.6M
38,599
-80%
增持
QCOM
QUALCOMM INC
+$39.2M
322,705
+377%
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
META
META PLATFORMS INC
-$35.9M
23,101
-72%
清仓
CW
CURTISS WRIGHT CORP
-$35.0M
0
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$33.4M
0
-100%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$23.4M
121,970
+203%
建仓
LDOS
LEIDOS HOLDINGS INC
+$16.6M
122,731
减持
EXPE
EXPEDIA GROUP INC
-$16.2M
226,959
-22%
减持
GS
GOLDMAN SACHS GROUP INC
-$14.9M
101,612
-17%
增持
WCC
WESCO INTL INC
+$14.4M
294,409
+70%
增持
CVS
CVS HEALTH CORP
+$14.0M
584,141
+3%
增持
REGN
REGENERON PHARMACEUTICALS
+$13.8M
82,672
+52%
减持
NTAP
NETAPP INC
-$12.6M
446,334
-0%
增持
CI
THE CIGNA GROUP
+$12.3M
150,971
+11%
增持
ACI
ALBERTSONS COS INC
+$12.2M
2,165,890
+20%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.5M
144,497
+0%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$10.4M
606,146
-4%
增持
ELV
ELEVANCE HEALTH INC
+$10.1M
133,776
+3%
增持
LKQ
LKQ CORP
+$9.7M
1,504,576
+2%
增持
LBRDA
LIBERTY BROADBAND CORP
+$8.8M
474,628
+12%
增持
RHI
ROBERT HALF INC.
-$8.4M
605,312
+3%
减持
AYI
ACUITY INC
-$8.2M
280,049
-0%
建仓
EME
EMCOR GROUP INC
+$7.7M
20,858
增持
PYPL
PAYPAL HLDGS INC
-$6.8M
680,876
+13%
减持
LBRDK
LIBERTY BROADBAND CORP
-$6.7M
5,144
-95%
增持
PRGS
PROGRESS SOFTWARE CORP
-$5.9M
617,524
+7%
减持
WMT
WALMART INC
-$5.8M
459,029
-10%
减持
COF
CAPITAL ONE FINL CORP
-$5.7M
187,940
-15%
增持
JNJ
JOHNSON & JOHNSON
+$5.7M
245,155
+1%
清仓
ARW
ARROW ELECTRS INC
-$5.3M
0
-100%
减持
AMGN
AMGEN INC
+$4.9M
174,886
-8%
建仓
SOLV
SOLVENTUM CORP
+$4.5M
58,550
清仓
HUBG
HUB GROUP INC
-$4.4M
0
-100%
清仓
—
INMODE LTD
-$4.2M
0
-100%
建仓
—
ESSENT GROUP LTD
+$4.2M
72,241
减持
BRC
BRADY CORP
-$4.1M
70,713
-43%
减持
—
CHECK POINT SOFTWARE TECH LT
+$4.1M
101,377
-1%
清仓
CRUS
CIRRUS LOGIC INC
-$4.0M
0
-100%
建仓
DCI
DONALDSON INC
+$3.9M
58,350
建仓
—
LIVANOVA PLC
+$3.9M
99,184
减持
FFIV
F5 INC
-$3.9M
47,410
-28%
减持
AXP
AMERICAN EXPRESS CO
-$3.8M
24,180
-31%
建仓
—
CONSOLIDATED WATER CO INC
+$3.7M
150,556
清仓
CMC
COMMERCIAL METALS CO
-$3.7M
0
-100%
减持
GOOGL
ALPHABET INC
-$3.7M
98,754
-1%
清仓
FUL
FULLER H B CO
-$3.6M
0
-100%
增持
—
AMDOCS LTD
+$3.6M
537,934
+0%
建仓
ALNT
ALLIENT INC
+$3.3M
150,690
清仓
POST
POST HLDGS INC
-$3.2M
0
-100%
清仓
DFIN
DONNELLEY FINL SOLUTIONS INC
-$3.2M
0
-100%
建仓
PFE
PFIZER INC
+$3.1M
122,232
增持
CSCO
CISCO SYS INC
+$3.1M
1,150,191
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.1M
703,621
-0%
清仓
CIEN
CIENA CORP
-$2.8M
0
-100%
减持
PRDO
PERDOCEO ED CORP
-$2.6M
162,047
-36%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$2.3M
21,526
-0%
减持
STRL
STERLING INFRASTRUCTURE INC
-$2.2M
39,439
-0%
建仓
NMIH
NMI HLDGS INC
+$2.2M
60,802
增持
TROW
PRICE T ROWE GROUP INC
-$2.1M
135,691
+5%
建仓
—
CSG SYS INTL INC
+$2.0M
33,159
建仓
NATL
NCR ATLEOS CORPORATION
+$2.0M
75,887
建仓
CBNK
CAPITAL BANCORP INC MD
+$1.8M
64,941
减持
FOXA
FOX CORP
-$1.8M
160,381
-28%
减持
MKL
MARKEL GROUP INC
-$1.7M
5,743
-21%
建仓
VMI
VALMONT INDS INC
+$1.7M
6,072
增持
BAC
BANK AMERICA CORP
-$1.7M
956,175
+1%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$1.7M
0
-100%
增持
MAS
MASCO CORP
-$1.6M
593,792
+0%
减持
—
GATES INDL CORP PLC
-$1.6M
164,725
-27%
清仓
REYN
REYNOLDS CONSUMER PRODS INC
-$1.6M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.5M
29,885
-1%
减持
MLI
MUELLER INDS INC
-$1.4M
57,020
-22%
清仓
MMM
3M CO
-$1.4M
0
-100%
减持
VIRT
VIRTU FINL INC
-$1.3M
108,589
-29%
减持
AZO
AUTOZONE INC
+$1.3M
2,240
-1%
增持
ALRM
ALARM COM HLDGS INC
+$1.3M
79,617
+55%
增持
ICFI
ICF INTL INC
+$1.3M
39,628
+126%
减持
GDDY
GODADDY INC
-$1.2M
23,122
-16%
增持
TGT
TARGET CORP
-$1.2M
47,574
+4%
增持
VCTR
VICTORY CAP HLDGS INC
+$1.1M
59,393
+69%
减持
ADSK
AUTODESK INC
-$1.1M
32,587
-0%
清仓
IWD
ISHARES TR
-$1.0M
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$935.4K
47,259
+0%
减持
ENR
ENERGIZER HLDGS INC NEW
-$907.5K
177,176
-0%
减持
CMI
CUMMINS INC
-$895.7K
23,681
-1%
增持
AOS
SMITH A O CORP
+$893.1K
115,628
+18%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
-$846.1K
53,696
-1%
减持
—
NOMAD FOODS LTD
+$839.9K
300,319
-0%
增持
BIIB
BIOGEN INC
+$838.0K
50,457
+27%
减持
GHC
GRAHAM HLDGS CO
+$832.6K
12,293
-2%
减持
BKNG
BOOKING HOLDINGS INC
-$814.5K
1,992
-1%
增持
MTCH
MATCH GROUP INC NEW
-$803.9K
1,527,924
+3%
减持
—
ITURAN LOCATION AND CONTROL
+$767.8K
157,517
-0%
清仓
MSGE
MADISON SQUARE GARDEN ENTMT
-$658.0K
0
-100%
增持
SYY
SYSCO CORP
-$645.4K
546,989
+0%
减持
PLUS
EPLUS INC
-$603.1K
45,798
-0%
减持
AMAL
AMALGAMATED FINANCIAL CORP
-$546.4K
112,275
-0%
增持
BLDR
BUILDERS FIRSTSOURCE INC
-$507.7K
298,191
+13%
减持
ZION
ZIONS BANCORPORATION N A
-$492.8K
79,962
-3%
减持
VNT
VONTIER CORPORATION
-$452.9K
119,902
-0%
减持
GTX
GARRETT MOTION INC
-$449.4K
642,459
-0%
减持
CAT
CATERPILLAR INC
-$427.7K
11,401
-1%
减持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$423.3K
56,113
-0%
减持
GIL
GILDAN ACTIVEWEAR INC
-$339.9K
111,995
-0%
建仓
GTY
GETTY RLTY CORP NEW
+$336.6K
10,796
建仓
AHCO
ADAPTHEALTH CORP
+$334.1K
30,825
清仓
VOO
VANGUARD INDEX FDS
-$323.3K
0
-100%
增持
SIRI
SIRIUSXM HOLDINGS INC
-$318.4K
2,281,165
+1%
清仓
BELFB
BEL FUSE INC
-$291.3K
0
-100%
减持
ACIW
ACI WORLDWIDE INC
+$286.3K
111,170
-0%
增持
CRTO
CRITEO S A
+$280.6K
120,911
+20%
建仓
VRTS
VIRTUS INVT PARTNERS INC
+$252.9K
1,467
清仓
MSM
MSC INDL DIRECT INC
-$252.8K
0
-100%
减持
UFPI
UFP INDUSTRIES INC
-$240.0K
39,339
-0%
增持
EOG
EOG RES INC
+$236.4K
22,673
+4%
清仓
SMP
STANDARD MTR PRODS INC
-$235.9K
0
-100%
清仓
AGX
ARGAN INC
-$230.1K
0
-100%
增持
ZD
ZIFF DAVIS INC
-$228.6K
77,827
+34%
增持
INCY
INCYTE CORP
-$223.1K
50,575
+6%
建仓
MCK
MCKESSON CORP
+$222.8K
331
增持
III
INFORMATION SVCS GROUP INC
+$208.7K
101,525
+80%
清仓
YALA
YALLA GROUP LTD
-$190.9K
0
-100%
减持
EA
ELECTRONIC ARTS INC
-$188.1K
28,244
-3%
增持
IMXI
INTERNATIONAL MNY EXPRESS IN
-$184.7K
272,135
+57%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$165.6K
55,876
-3%
减持
SNA
SNAP ON INC
-$138.3K
14,366
-2%
减持
WNEB
WESTERN NEW ENG BANCORP INC
-$136.8K
39,598
-28%
减持
CNC
CENTENE CORP DEL
-$125.4K
76,207
-3%
减持
PCB
PCB BANCORP
-$118.1K
11,934
-29%
减持
BCO
BRINKS CO
-$114.9K
16,373
-0%
减持
ATEN
A10 NETWORKS INC
-$110.8K
17,192
-19%
减持
CRD/A
CRAWFORD & CO
-$98.5K
525,572
-0%
减持
TPB
TURNING PT BRANDS INC
-$94.2K
7,792
-16%
减持
JPM
JPMORGAN CHASE & CO.
-$77.8K
278,104
-2%
增持
LEN/B
LENNAR CORP
+$75.0K
57,867
+23%
减持
ESAB
ESAB CORPORATION
-$65.9K
16,658
-0%
减持
WLY
WILEY JOHN & SONS INC
+$41.6K
63,181
-0%
减持
EXEL
EXELIXIS INC
-$35.5K
377,528
-10%
减持
WFC
WELLS FARGO CO NEW
+$22.9K
839,283
-2%
减持
LRCX
LAM RESEARCH CORP
+$20.9K
95,886
-0%
减持
—
SAPIENS INTL CORP N V
+$19.4K
188,542
-0%
减持
ROCK
GIBRALTAR INDS INC
-$19.1K
38,527
-0%
减持
—
DOLE PLC
-$16.1K
21,193
-11%
增持
WINA
WINMARK CORP
+$11.6K
833
+29%
增持
BSV
VANGUARD BD INDEX FDS
+$8.4K
5,778
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$8.2K
5,596
+1%
减持
SAIC
SCIENCE APPLICATIONS INTL CO
-$459
48,338
-0%