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SILVERCREST ASSET MANAGEMENT GROUP LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SILVERCREST ASSET MANAGEMENT GROUP LLC
报告期 2026-03-31 · CIK 0001232395
持仓数
832
前50大市值合计
$5.74B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 50
减持 66
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
AVGO
BROADCOM INC
+$85.8M
972,755
-11%
减持
MSFT
MICROSOFT CORP
+$76.9M
644,587
-1%
增持
SNX
TD SYNNEX CORP
+$57.4M
660,569
+113%
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。
建仓
IBP
INSTALLED BLDG PRODS INC COM
+$51.7M
286,966
增持
CAH
CARDINAL HEALTH INC
+$50.9M
308,501
+4280%
增持
NVDA
NVIDIA CORP
+$47.8M
635,489
+31%
减持
MCHP
MICROCHIP TECHNOLOGY INC
-$47.0M
30,561
-97%
增持
AMAT
APPLIED MATLS INC
+$40.6M
324,788
+150%
建仓
OBK
ORIGIN BANCORP INC COM
+$34.7M
970,007
减持
GIS
GENERAL MLS INC
-$33.7M
142,281
-79%
减持
ORCL
ORACLE CORP
+$32.0M
694,177
-19%
减持
—
SOUTHSTATE CORPORATION
-$30.4M
299,930
-52%
建仓
QDEL
QUIDELORTHO CORP COM
+$30.3M
1,050,637
建仓
MUSA
MURPHY USA INC COM
+$30.0M
73,784
增持
—
EATON CORP PLC
+$28.9M
247,711
+13%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$28.3M
220,091
+69%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$28.0M
1,116,575
+10%
建仓
PLUS
EPLUS INC
+$27.9M
387,067
增持
SPY
SPDR S&P 500 ETF TR
+$27.0M
75,888
+114%
增持
IWF
ISHARES TR
+$26.0M
349,293
+3%
增持
AMZN
AMAZON COM INC
+$25.8M
495,667
+14%
减持
META
META PLATFORMS INC
+$24.7M
155,538
-0%
清仓
BRBR
BELLRING BRANDS INC
-$22.6M
0
-100%
清仓
TKR
TIMKEN CO
-$22.1M
0
-100%
增持
BWXT
BWX TECHNOLOGIES INC
+$20.9M
372,549
+12%
建仓
MRCY
MERCURY SYS INC
+$20.9M
387,119
减持
LNTH
LANTHEUS HLDGS INC
-$20.5M
1,016,408
-4%
减持
CADE
CADENCE BANK
-$20.4M
4,394,610
-17%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$19.9M
236,328
+283%
减持
UNH
UNITEDHEALTH GROUP INC
-$19.8M
14,406
-69%
建仓
GRDN
GUARDIAN PHARMACY SVCS INC
+$19.5M
913,658
建仓
QTWO
Q2 HLDGS INC COM
+$19.1M
204,347
减持
AAPL
APPLE INC
-$18.8M
780,125
-3%
减持
CNMD
CONMED CORP
-$18.2M
851,945
-18%
减持
CVX
CHEVRON CORP NEW
-$18.1M
667,823
-2%
建仓
TNC
TENNANT CO COM
+$17.9M
231,337
增持
VUG
VANGUARD INDEX FDS
+$16.8M
147,468
+14%
建仓
CCC
CCC INTELLIGENT SOLUTIONS HLD COM
+$16.3M
1,730,187
建仓
—
LUNDIN MINING CORP
+$16.2M
1,547,491
清仓
NCNO
NCINO INC
-$15.9M
0
-100%
增持
PRVA
PRIVIA HEALTH GROUP INC
+$15.8M
1,246,740
+118%
减持
C
CITIGROUP INC
+$15.4M
1,381,186
-4%
减持
WMB
WILLIAMS COS INC DEL
-$15.0M
2,194,954
-14%
清仓
SLAB
SILICON LABORATORIES INC
-$14.9M
0
-100%
建仓
ARM
ARM HOLDINGS PLC
+$14.9M
92,055
减持
ESE
ESCO TECHNOLOGIES INC
+$14.6M
527,063
-3%
减持
PCH
POTLATCHDELTIC CORPORATION
-$14.6M
1,868,782
-2%
减持
AEIS
ADVANCED ENERGY INDS
+$14.4M
467,116
-6%
减持
OXM
OXFORD INDS INC
-$14.2M
532,230
-12%
减持
MGY
MAGNOLIA OIL & GAS CORP
-$13.6M
3,665,306
-4%
增持
SPSC
SPS COMM INC
+$13.4M
195,501
+97%
增持
JPM
JPMORGAN CHASE & CO
+$13.3M
272,872
+2%
减持
EZPW
EZCORP INC
-$13.2M
1,204,305
-41%
增持
DORM
DORMAN PRODUCTS INC
+$13.1M
359,044
+40%
增持
CRM
SALESFORCE INC
+$13.1M
578,619
+744%
清仓
—
MICHELIN (CGDE)
-$12.8M
0
-100%
增持
ADUS
ADDUS HOMECARE CORP
+$12.7M
750,754
+1%
增持
MKSI
MKS INC.
+$12.7M
337,298
+30%
建仓
OPCH
OPTION CARE HEALTH INC COM NEW
+$12.7M
390,788
清仓
NEOG
NEOGEN CORP
-$12.2M
0
-100%
清仓
VSXY
VICTORIAS SECRET AND CO
-$12.1M
0
-100%
减持
—
SYNOVUS FINL CORP
-$12.1M
1,873,675
-20%
增持
FXI
ISHARES TR
+$12.1M
1,227,000
+33%
减持
QCOM
QUALCOMM INC
-$12.1M
20,114
-80%
建仓
EWBC
EAST WEST BANCORP INC COM
+$11.9M
118,157
增持
MOD
MODINE MFG CO
+$11.8M
375,499
+14%
增持
AORT
ARTIVION INC
+$11.7M
756,780
+57%
减持
CSCO
CISCO SYS INC
+$11.6M
1,981,949
-3%
增持
DAL
DELTA AIR LINES INC DEL
+$11.4M
2,029,934
+0%
增持
SYK
STRYKER CORP
+$11.4M
223,651
+8%
减持
USB
US BANCORP DEL
-$11.3M
30,158
-90%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS INC
+$11.3M
276,482
-2%
清仓
VIXY
PROSHARES TR II
-$11.3M
0
-100%
增持
SKY
CHAMPION HOMES INC
-$11.2M
360,438
+1%
清仓
—
NOVARTIS AG
-$11.0M
0
-100%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-$10.9M
670,986
-11%
增持
LRCX
LAM RESEARCH CORP
+$10.9M
245,421
+37%
减持
KBR
KBR INC
-$10.9M
1,344,386
-11%
增持
MIR
MIRION TECHNOLOGIES INC
+$10.7M
1,379,635
+5%
增持
JBL
JABIL INC
+$10.5M
120,515
+4%
减持
MRSH
MARSH & MCLENNAN COS INC
-$10.5M
341,488
-2%
减持
KNF
KNIFE RIVER CORP
-$10.4M
911,018
-3%
减持
—
DUPONT DE NEMOURS INC
-$10.4M
529,525
-15%
增持
ING
ING GROEP N.V.
+$10.3M
480,218
+4225%
减持
MGNI
MAGNITE INC
+$10.2M
804,247
-0%
增持
ALGN
ALIGN TECHNOLOGY INC
+$10.1M
56,245
+1479%
减持
BWA
BORGWARNER INC
+$10.1M
2,552,244
-3%
建仓
PAY
PAYMENTUS HOLDINGS INC COM CL A
+$9.9M
301,055
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$9.8M
234,659
-2%
减持
PLYM
PLYMOUTH INDL REIT INC
-$9.8M
1,555,043
-27%
减持
ZBRA
ZEBRA TECHNOLOGIES CORP CL A
-$9.8M
118,411
-28%
减持
JNJ
JOHNSON & JOHNSON
-$9.7M
621,996
-1%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$9.6M
301,480
+55%
减持
AVNT
AVIENT CORPORATION
-$9.5M
1,177,316
-8%
减持
EOG
EOG RES INC
-$9.4M
746,916
-3%
减持
WCN
WASTE CONNECTIONS INC
-$9.3M
672,612
-3%
减持
ACA
ARCOSA INC
+$9.3M
1,124,920
-2%
增持
CBZ
CBIZ INC
+$9.2M
876,015
+24%
减持
GBCI
GLACIER BANCORP INC NEW
-$8.9M
2,945,548
-4%
减持
AMGN
AMGEN INC
-$8.4M
89,092
-17%
减持
MTDR
MATADOR RES CO
-$8.4M
2,085,394
-1%
减持
FSS
FEDERAL SIGNAL CORP
+$8.3M
568,190
-20%
增持
LFUS
LITTELFUSE INC
+$8.3M
223,553
+4%
减持
MLM
MARTIN MARIETTA MATLS INC
+$8.2M
136,084
-2%
清仓
—
CANTALOUPE INC
-$8.2M
0
-100%
增持
PLOW
DOUGLAS DYNAMICS INC
+$8.0M
685,723
+31%
增持
RDNT
RADNET INC
+$8.0M
548,976
+18%
减持
AMP
AMERIPRISE FINL INC
+$7.9M
274,965
-4%
建仓
AVAV
AEROVIRONMENT INC
+$7.8M
27,526
减持
CLH
CLEAN HARBORS INC
+$7.7M
284,951
-3%
增持
SPXC
SPX TECHNOLOGIES INC
+$7.7M
172,110
+5%
减持
MAA
MID AMER APT CMNTYS INC
-$7.7M
329,536
-2%
建仓
—
CYBERARK SOFTWARE LTD SHS
+$7.6M
18,589
减持
CSL
CARLISLE COS INC
+$7.5M
295,457
-2%
增持
—
ASML HOLDING N V
+$7.5M
26,270
+28%
增持
BTSG
BRIGHTSPRING HEALTH SVCS INC
+$7.5M
1,156,145
+6%
增持
URBN
URBAN OUTFITTERS INC
+$7.3M
320,157
+5%
减持
CSR
CENTERSPACE
-$7.3M
798,511
-7%
增持
—
EXXON MOBIL CORP
-$7.1M
676,342
+1%
增持
USMV
ISHARES TR
+$7.1M
79,076
+1931%
增持
ALGM
ALLEGRO MICROSYSTEMS INC
+$7.0M
690,365
+5%
增持
GRNT
GRANITE RIDGE RESOURCES INC
+$6.8M
1,497,079
+235%
减持
—
ARCH CAP GROUP LTD
-$6.8M
12,259
-85%
减持
PSN
PARSONS CORP DEL
-$6.7M
165,268
-47%
增持
COP
CONOCOPHILLIPS
-$6.6M
439,405
+0%
减持
SMPL
SIMPLY GOOD FOODS CO
-$6.5M
1,855,645
-2%
减持
LZB
LA Z BOY INC
-$6.4M
1,386,845
-6%
减持
CR
CRANE CO NEW
+$6.3M
192,792
-3%
增持
—
GATES INDL CORP PLC
+$6.3M
1,142,918
+5%
减持
—
ASTRAZENECA PLC
-$6.3M
249,295
-23%
清仓
SMFG
SUMITOMO MITSUI FG
-$6.1M
0
-100%
减持
GOOGL
ALPHABET INC
+$5.9M
519,765
-6%
增持
ON
ON SEMICONDUCTOR CORP
+$5.9M
244,975
+44%
清仓
HLIO
HELIOS TECHNOLOGIES INC
-$5.9M
0
-100%
增持
CIEN
CIENA CORP
+$5.8M
121,811
+81%
减持
OGS
ONE GAS INC
-$5.8M
683,120
-6%
建仓
CCB
COASTAL FINL CORP WA COM NEW
+$5.7M
58,786
清仓
—
ICON PLC SHS
-$5.7M
0
-100%
减持
EHC
ENCOMPASS HEALTH CORP
+$5.6M
330,700
-4%
清仓
FLYW
FLYWIRE CORPORATION
-$5.6M
0
-100%
减持
ICUI
ICU MED INC
-$5.6M
330,250
-7%
减持
SXI
STANDEX INTL CORP
-$5.5M
336,607
-7%
建仓
GKOS
GLAUKOS CORP COM
+$5.4M
52,615
减持
—
NVENT ELECTRIC PLC
-$5.4M
9,777
-92%
增持
SITM
SITIME CORP
+$5.4M
47,177
+54%
清仓
AVDX
AVIDXCHANGE HOLDINGS INC
-$5.4M
0
-100%
增持
CSX
CSX CORP
+$5.3M
630,366
+22%
减持
CW
CURTISS WRIGHT CORP
+$5.3M
174,151
-31%
减持
SF
STIFEL FINL CORP
-$5.3M
665,731
-16%
减持
PEP
PEPSICO INC
-$5.2M
287,051
-0%
