13FBOX
Brandes投资合伙人 · 13F 持仓分析
期权收益计算器 机构排行

Brandes投资合伙人

BRANDES INVESTMENT PARTNERS, LPNo.473
最新持仓市值 (Q2 2026)
$142.65亿
环比变动 Q1 2026
+$1.36亿+1.0%
持仓股票数
192
新买入
17
加仓
104
减仓
68
清仓
11
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
CAECAE
3.23%2.93%$4.61亿1,839.8万股$4.14亿1,587.5万股+252.3万股+15.89%加仓
EEMBRAER S.AFGM
2.7%2.4%$3.85亿603.6万股$3.38亿570.4万股+33.2万股+5.83%加仓
MOHAWK INDSMHK
2.38%1.82%$3.39亿279.8万股$2.58亿261.8万股+17.9万股+6.84%加仓
OPEN TEXT COMOTEX
2.03%1.91%$2.89亿1,306.2万股$2.70亿1,213.6万股+92.6万股+7.63%加仓
GRIFOLSGRFS
1.88%2.06%$2.68亿3,781.6万股$2.91亿3,633.4万股+148.3万股+4.08%加仓
Nice Ltd ADRNICE
1.82%1.74%$2.60亿286.2万股$2.46亿223.0万股+63.2万股+28.36%加仓
BBECTON DICKINSON & COMBDX
1.77%1.69%$2.53亿167.2万股$2.38亿151.6万股+15.6万股+10.29%加仓
MILLICOM INTL CELLULARTIGO
1.75%1.73%$2.50亿275.4万股$2.44亿326.1万股-50.7万股-15.55%减仓
CNH INDLCNH
1.72%0.21%$2.46亿2,187.9万股$2,992.2万272.0万股+1,915.8万股+704.31%加仓
默沙东MRK
1.72%1.96%$2.46亿191.1万股$2.77亿230.3万股-39.2万股-17.01%减仓
C花旗集团C
1.64%1.96%$2.34亿167.0万股$2.77亿244.4万股-77.4万股-31.67%减仓
CCIGNALIBD
1.63%1.9%$2.32亿84.3万股$2.69亿100.9万股-16.6万股-16.41%减仓
AAMDOCS SHSDOX
1.62%2.15%$2.32亿458.2万股$3.04亿465.5万股-7.3万股-1.58%减仓
德事隆TXT
1.62%1.76%$2.31亿252.2万股$2.49亿284.1万股-31.9万股-11.23%减仓
BBANK OF AMERBAC
1.52%1.58%$2.17亿380.4万股$2.23亿456.7万股-76.3万股-16.72%减仓
HEXCEL NEWHXL
1.5%1.28%$2.14亿213.5万股$1.81亿223.4万股-10.0万股-4.47%减仓
ICON PUB LTD COICLR
1.44%1.12%$2.06亿118.6万股$1.59亿143.5万股-24.9万股-17.37%减仓
EDGEWELL PERSONAL CAREEPC
1.33%1.02%$1.90亿706.0万股$1.43亿672.1万股+33.9万股+5.04%加仓
WELLS FARGO NEWWFC
1.33%1.55%$1.89亿229.1万股$2.19亿275.5万股-46.4万股-16.86%减仓
GALLAGHER ARTHUR J & COMAJG
1.31%1.07%$1.87亿81.3万股$1.52亿70.1万股+11.2万股+15.94%加仓
辉瑞PFE
1.29%1.81%$1.84亿763.5万股$2.56亿910.7万股-147.2万股-16.17%减仓
EquifaxEFX
1.28%0.95%$1.83亿115.2万股$1.35亿74.7万股+40.5万股+54.22%加仓
SSANOFI SPONSORED ADRSNY
1.24%1.27%$1.76亿413.6万股$1.79亿372.3万股+41.3万股+11.10%加仓
联合健康UNH
1.24%1.19%$1.76亿42.4万股$1.68亿62.2万股-19.8万股-31.79%减仓
联邦快递FDX
1.23%1.78%$1.76亿56.2万股$2.52亿70.6万股-14.4万股-20.45%减仓
CVS健康CVS
1.21%1%$1.73亿167.4万股$1.41亿197.0万股-29.5万股-15.00%减仓
PROGRESSIVEPGR
1.21%1.22%$1.72亿79.0万股$1.72亿86.9万股-7.9万股-9.11%减仓
HALLIBURTON COMHAL
1.19%1.74%$1.69亿498.0万股$2.45亿629.1万股-131.1万股-20.85%减仓
PPNC FINL SVCS COMVXF
1.17%1.2%$1.67亿67.8万股$1.69亿81.4万股-13.6万股-16.75%减仓
壳牌SHEL
1.16%1.81%$1.65亿212.7万股$2.56亿275.3万股-62.5万股-22.72%减仓
iShares安硕·MBSACGL
1.03%1.2%$1.47亿151.8万股$1.70亿177.2万股-25.4万股-14.34%减仓
ARLO TECHNOLOGIESARLO
1.02%1.03%$1.45亿1,075.4万股$1.45亿1,021.9万股+53.5万股+5.23%加仓
WORLD KINECTWKC
1.02%0.7%$1.45亿439.9万股$9,896.7万429.0万股+10.9万股+2.55%加仓
IINNOVEX INTERNATIONALINVX
1%1.14%$1.42亿572.7万股$1.61亿658.3万股-85.6万股-13.00%减仓
THE CAMPBELLSCPB
0.99%0.03%$1.41亿633.5万股$372.4万16.7万股+616.8万股+3,688.53%加仓
ZOETIS CL AZTS
0.97%$1.39亿193.1万股$00股+193.1万股新买入
COMCAST NEW CL ACMCSA
0.97%1.31%$1.38亿562.6万股$1.85亿643.0万股-80.3万股-12.49%减仓
GRAHAMGHM
0.94%0.65%$1.34亿108.0万股$9,241.4万117.1万股-9.1万股-7.80%减仓
HCA医疗HCA
0.85%1.15%$1.21亿31.1万股$1.62亿34.3万股-3.2万股-9.38%减仓
CCOPACPA
0.84%0.59%$1.20亿77.0万股$8,364.3万73.6万股+3.3万股+4.54%加仓
CEMEX SAB DE CVCX
0.84%0.74%$1.19亿995.8万股$1.04亿909.9万股+85.9万股+9.44%加仓
艾默生电气EMR
0.82%0.88%$1.16亿81.3万股$1.25亿95.4万股-14.0万股-14.72%减仓
INGREDION COMINGR
0.81%0.45%$1.16亿122.7万股$6,379.0万56.6万股+66.1万股+116.79%加仓
GGLOBANT S A COMGLOB
0.81%1.12%$1.16亿400.0万股$1.58亿342.4万股+57.6万股+16.82%加仓
WESTLAKEWLK
0.8%1.52%$1.15亿157.3万股$2.15亿184.3万股-27.0万股-14.64%减仓
INGLES MKTSIMKTA
0.78%0.8%$1.12亿126.0万股$1.13亿125.2万股+7,743股+0.62%加仓
NATIONAL GRID SPONSORED ADR NENGG
0.78%0.79%$1.12亿134.6万股$1.11亿131.2万股+3.4万股+2.59%加仓
MCKESSON COMMCK
0.74%1.06%$1.06亿14.1万股$1.49亿17.2万股-3.2万股-18.52%减仓
AAlphabet Inc Class CGOOG
0.73%0.6%$1.05亿29.6万股$8,421.7万29.4万股+2,837股+0.97%加仓
PPAPA JOHNS INTLPZZA
0.7%0.6%$1.00亿273.1万股$8,532.9万263.3万股+9.8万股+3.72%加仓

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