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Vaughan Nelson Investment Management, L.p.

分散型投资策略高品质投资策略趋势追踪型

申报总市值

US$99.6亿

申报季度: 2026-03-31 · 持股只数: 735

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.在最新一期 13F 报告中披露了 735 项持股，申报期为 2026-03-31，总持股市值约为 US$99.6亿，季度换手率为 66.2%。

机构性格雪花图

集中度
4.11
持仓稳定性
66.16
动能／逆势
79.55
行业集中度
58.36
多样化
100
仓位均衡度
88.65

近期动向

  • 减仓 MSFT

    -99.1%　-US$2.4亿

  • 减仓 AVGO

    -99.0%　-US$1.9亿

  • 减仓 ZION

    -93.1%　-US$1.6亿

  • 加仓 CMI

    +9111.8%　US$1.4亿

  • 减仓 AMZN

    -37.2%　-US$1.1亿

  • 加仓 XOM

    +68.0%　US$1.0亿

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 222 大持股（共 735 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1NVDANvidia CORP股票-科技3.07%—+11.60%
2GOOGLAlphabet Inc-cl A股票-通信服务2.40%-0.57%-14.29%
3LLYEli Lilly & Co股票-医疗保健2.32%—+9.08%
4IWNIshares Russell 2000 Value EETF-中小型股2.11%—+0.23%
5LECOLincoln Electric Holdings股票-工业2.00%+0.91%+72.14%
6AAPLApple INC股票-科技1.92%—+26.64%
7XOMExxon Mobil CORP股票-能源1.82%+1.07%+68.00%
8TSMTaiwan Semiconductor-sp Adr股票-科技1.73%-0.41%-29.16%
9MPWRMonolithic Power Systems INC股票-科技1.53%-0.75%-45.91%
10AMZNAmazon.com INC股票-周期性消费1.51%-1.08%-37.17%
11CMICummins INC股票-工业1.45%+1.44%+9111.77%
12NUENucor CORP股票-原材料1.45%—+9.21%
13ETNEaton Corporation plc股票-工业1.31%—-1.21%
14SCHWSchwab (charles) CORP股票-金融1.30%+1.30%NEW
15JPMJpmorgan Chase & Co股票-金融1.23%-0.47%-22.65%
16ESIElement Solutions INC股票-原材料1.22%—-17.20%
17SHOPShopify INC - Class A股票-科技1.20%+1.20%NEW
18HONHoneywell International INC股票-工业1.15%+1.15%NEW
19ROSTRoss Stores INC股票-周期性消费1.14%+1.14%NEW
20VVisa Inc-class A Shares股票-金融1.13%+1.13%NEW
21BURLBurlington Stores INC股票-周期性消费1.12%—+44.74%
22CWKCushman & Wakefield Limited股票-其他1.11%—-1.97%
23CLHClean Harbors INC股票-工业1.11%—+4.22%
24WCCWesco International INC股票-工业1.11%—+8.36%
25ILMNIllumina INC股票-医疗保健1.07%+1.07%NEW
26GATXGatx CORP股票-工业1.02%—+23.05%
27VMIValmont Industries股票-工业1.01%—+3.75%
28SANMSanmina CORP股票-科技0.99%—+57.55%
29SNPSSynopsys INC股票-科技0.98%—+36.99%
30VVVValvoline INC股票-周期性消费0.97%—+6.74%
31CSLCarlisle Cos INC股票-工业0.97%—+20.69%
32URIUnited Rentals INC股票-工业0.96%-0.58%-32.73%
33APAMArtisan Partners Asset Ma -a股票-金融0.95%—+12.58%
34HUBBHubbell INC股票-工业0.92%—+2.31%
35FCFSFirstcash Holdings INC股票-金融0.90%—+9.33%
36AROCArchrock INC股票-能源0.87%—+6.48%
37COKECoca-cola Consolidated INC股票-非周期性消费0.85%—-22.74%
38JBTMJbt Marel CORP股票-工业0.85%—+34.28%
39VMCVulcan Materials Co股票-原材料0.84%—+21.12%
40BRK-BBerkshire Hathaway Inc-cl B股票-其他0.84%—-29.96%
41BABoeing Co/the股票-工业0.82%—+58.80%
42FTITechnipFMC plc股票-能源0.80%—-6.86%
43CMSCms Energy CORP股票-公用事业0.80%—+28.63%
44EVRGEvergy INC股票-公用事业0.80%—+25.95%
45WECWec Energy Group INC股票-公用事业0.79%—+28.27%
46ICEIntercontinental Exchange In股票-金融0.79%—-24.58%
47LNTAlliant Energy CORP股票-公用事业0.79%—+25.69%
48SXTSensient Technologies CORP股票-原材料0.78%+0.78%NEW
49MLIMueller Industries INC股票-工业0.78%—+18.63%
50SRSpire INC股票-公用事业0.77%—-10.78%
1–50 of 222

本季持股变动

Vaughan Nelson Investment Management, L.p. 在 2026-03-31 最显著的持仓异动： 新建仓: Schwab (charles) CORP (SCHW); 清仓: O'reilly Automotive INC (ORLY); 新建仓: Shopify INC - Class A (SHOP); 清仓: Capital One Financial CORP (COF); 新建仓: Honeywell International INC (HON).

Vaughan Nelson Investment Management, L.p. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1CMICummins INC+1.4%+9111.77%加仓
2XOMExxon Mobil CORP+1.1%+68.00%加仓
3LECOLincoln Electric Holdings+0.9%+72.14%加仓
4TSMTaiwan Semiconductor-sp Adr-0.4%-29.16%减仓
5JPMJpmorgan Chase & Co-0.5%-22.65%减仓
6PBProsperity Bancshares INC-0.5%-53.37%减仓
7THGHanover Insurance Group Inc/-0.5%-62.35%减仓
8CFRCullen/frost Bankers INC-0.5%-58.08%减仓
9SIGISelective Insurance Group-0.5%-56.89%减仓
10NDAQNasdaq INC-0.6%-99.97%减仓
11STAGStag Industrial INC-0.6%-88.81%减仓
12GOOGLAlphabet Inc-cl A-0.6%-14.29%减仓
13URIUnited Rentals INC-0.6%-32.73%减仓
14HRIHerc Holdings INC-0.7%-72.65%减仓
15MPWRMonolithic Power Systems INC-0.8%-45.91%减仓
16COHRCoherent CORP-0.8%-76.26%减仓
17METAMeta Platforms Inc-class A-1%-52.93%减仓
18AMZNAmazon.com INC-1.1%-37.17%减仓
19ZIONZions Bancorp NA-1.6%-93.08%减仓
20AVGOBroadcom INC-1.8%-99.01%减仓
21MSFTMicrosoft CORP-2.3%-99.15%减仓
22SCHWSchwab (charles) CORP—NEW新建仓
23ORLYO'reilly Automotive INC—EXIT清仓
24SHOPShopify INC - Class A—NEW新建仓
25COFCapital One Financial CORP—EXIT清仓
26HONHoneywell International INC—NEW新建仓
27ROSTRoss Stores INC—NEW新建仓
28VVisa Inc-class A Shares—NEW新建仓
29DISWalt Disney Co/the—EXIT清仓
30ILMNIllumina INC—NEW新建仓
31BLDTopbuild CORP—EXIT清仓
32SXTSensient Technologies CORP—NEW新建仓
33XYLXylem INC—EXIT清仓
34BRKRBruker CORP—EXIT清仓
35NOWServicenow INC—EXIT清仓
36EXEExpand Energy CORP—EXIT清仓
37PVHPvh CORP—EXIT清仓
38NFGNational Fuel Gas Co—NEW新建仓
39FSSFederal Signal CORP—NEW新建仓
40HWMHowmet Aerospace INC—NEW新建仓
41GILGildan Activewear INC—EXIT清仓
42MDUMdu Resources Group INC—NEW新建仓
43CCCCcc Intelligent Solutions Ho—EXIT清仓
44PLABPhotronics INC—NEW新建仓
45SLBSlb LTD—NEW新建仓
46CRUSCirrus Logic INC—EXIT清仓
47OCOwens Corning—NEW新建仓
48MCHPMicrochip Technology INC—NEW新建仓
49BAHBooz Allen Hamilton Holdings—EXIT清仓
50BKRBaker Hughes Co—NEW新建仓

FAQ

Vaughan Nelson Investment Management, L.p. 是什么机构？属于哪种投资人类型？
Vaughan Nelson Investment Management, L.p. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$99.6亿，分布在 735 个已申报仓位之中。
Vaughan Nelson Investment Management, L.p. 目前前几大持股有哪些？
根据最新 13F 申报，Vaughan Nelson Investment Management, L.p. 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$3.1亿 (3.1%) 2. Alphabet Inc-cl A (GOOGL) — US$2.4亿 (2.4%) 3. Eli Lilly & Co (LLY) — US$2.3亿 (2.3%) 4. Ishares Russell 2000 Value E (IWN) — US$2.1亿 (2.1%) 5. Lincoln Electric Holdings (LECO) — US$2.0亿 (2.0%)
Vaughan Nelson Investment Management, L.p. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Vaughan Nelson Investment Management, L.p. 共进行了 50 项显著调整：新建仓 16 个仓位、加仓 3 个既有持股、减仓 18 个仓位，并完全清仓 13 个持股。 其中幅度最大的异动：新建仓: Schwab (charles) CORP (SCHW); 清仓: O'reilly Automotive INC (ORLY); 新建仓: Shopify INC - Class A (SHOP); 清仓: Capital One Financial CORP (COF); 新建仓: Honeywell International INC (HON)
Vaughan Nelson Investment Management, L.p. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Vaughan Nelson Investment Management, L.p. 的主要板块分布如下： • Information Technology: 33.9% • Financials: 16.8% • Health Care: 13.0% • Communication Services: 11.7% • Industrials: 10.0% • Consumer Discretionary: 7.7%