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CAVCO INDS DEL · 13F 机构持仓分析
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CAVCO INDS DEL

CAVCO INDS INC DELCVCO
持有机构数
357
机构合计市值 (Q2 2026)
$47.59亿
机构合计股数 (Q2 2026)
775.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+72.0万股
198 · 56 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-85.3万股
152 · 44 清仓 · ≈
⚖️ 净额
-13.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$47.59亿
持有机构数
357
新买入
56
加仓
142
减仓
108
清仓
44
持股不变
51
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
贝莱德BlackRock, Inc.
0.01%0.01%#115$7.67亿124.9万股$5.80亿119.8万股+5.0万股+4.20%加仓
资本世界投资者Capital World Investors
0.04%0.04%#72$3.25亿52.8万股$2.99亿61.7万股-8.8万股-14.34%减仓
道富集团STATE STREET CORP
0.01%0.01%#137$2.58亿41.9万股$1.95亿40.2万股+1.7万股+4.30%加仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#176$2.14亿34.8万股$1.69亿34.8万股-504股-0.14%减仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#124$2.03亿33.1万股$1.54亿31.8万股+1.3万股+4.23%加仓
波士顿合伙人Boston Partners
0.18%0.15%#43$2.00亿32.6万股$1.45亿30.0万股+2.6万股+8.66%加仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#132$1.59亿25.9万股$1.17亿24.1万股+1.9万股+7.69%加仓
受托管理公司FIDUCIARY MANAGEMENT INC /WI/
2.19%1.65%#7$1.54亿25.0万股$1.30亿26.8万股-1.7万股-6.50%减仓
维度基金顾问DIMENSIONAL FUND ADVISORS LP
0.02%0.02%#91$1.25亿20.3万股$9,730.9万20.1万股+2,506股+1.25%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.02%#92$1.11亿18.1万股$6,772.7万14.0万股+4.1万股+29.08%加仓
Boston Trust WaldenBoston Trust Walden Corp
0.73%0.56%#20$9,566.7万15.6万股$6,769.6万14.0万股+1.6万股+11.40%加仓
GW&K Investment Management, LLC
0.74%0.7%#19$9,427.0万15.3万股$7,907.9万16.3万股-9,845股-6.03%减仓
景顺Invesco Ltd.
0.01%0.01%#143$9,194.5万15.0万股$8,803.7万18.2万股-3.2万股-17.67%减仓
施罗德投资管理SCHRODER INVESTMENT MANAGEMENT GROUP
0.06%0.05%#65$8,001.3万13.0万股$6,064.2万13.0万股+269股+0.21%加仓
Point72资产管理Point72 Asset Management, L.P.
0.07%0.06%#59$6,729.2万11.0万股$4,974.4万10.3万股+6,813股+6.63%加仓
富达投资FMR LLC
<0.01%<0.01%#199$6,714.5万10.9万股$8,106.1万16.7万股-5.8万股-34.71%减仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#128$6,659.2万10.8万股$5,071.8万10.5万股+3,663股+3.50%加仓
胜利资本管理VICTORY CAPITAL MANAGEMENT INC
0.04%0.02%#76$6,504.6万10.6万股$3,837.7万7.9万股+2.7万股+33.60%加仓
北方信托NORTHERN TRUST CORP
0.01%0.01%#155$5,341.2万8.7万股$3,954.9万8.2万股+5,273股+6.46%加仓
普信集团PRICE T ROWE ASSOCIATES INC /MD/
0.01%0.01%#163$5,317.6万8.7万股$4,485.6万9.3万股-6,069股-6.55%减仓
GAMCO投资(加贝利)GAMCO INVESTORS, INC. ET AL
0.44%0.4%#26$4,905.5万8.0万股$4,023.2万8.3万股-3,230股-3.89%减仓
马歇尔·韦斯MARSHALL WACE, LLP
0.04%<0.01%#77$4,598.0万7.5万股$331.3万6,840股+6.8万股+994.14%加仓
木星资产管理Jupiter Topco LLC
0.02%#102$4,295.4万7.0万股$00股+7.0万股新买入
NEUMEIER POMA INVESTMENT COUNSEL LLC
2.93%2.16%#5$4,282.7万7.0万股$2,619.9万5.4万股+1.6万股+28.86%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%0.01%#190$3,789.4万6.2万股$4,512.3万9.3万股-3.1万股-33.80%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#234$3,542.9万5.8万股$3,264.3万5.6万股+1,456股+2.59%加仓
纽文Nuveen, LLC
0.01%0.01%#133$3,520.6万5.7万股$2,211.8万4.6万股+1.2万股+25.47%加仓
先锋信托VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#139$3,416.7万5.6万股$2,614.2万5.4万股+1,631股+3.02%加仓
信安金融集团PRINCIPAL FINANCIAL GROUP INC
0.02%0.01%#104$3,381.3万5.5万股$2,581.6万5.3万股+1,730股+3.25%加仓
富兰克林资源FRANKLIN RESOURCES INC
0.01%0.01%#146$3,341.4万5.4万股$2,828.7万5.8万股-4,023股-6.89%减仓
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
1.64%1.42%#10$3,313.3万5.4万股$2,469.4万5.1万股+2,939股+5.76%加仓
BESSEMER GROUP INC
0.04%0.05%#70$3,069.4万5.0万股$2,899.8万6.0万股-9,918股-16.56%减仓
加贝利基金GABELLI FUNDS LLC
0.19%0.17%#41$2,996.9万4.9万股$2,484.4万5.1万股-2,520股-4.91%减仓
资本研究全球投资者Capital Research Global Investors
<0.01%<0.01%#178$2,967.0万4.8万股$2,276.8万4.7万股+1,279股+2.72%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#175$2,809.6万4.6万股$2,170.7万4.5万股+908股+2.03%加仓
文艺复兴科技RENAISSANCE TECHNOLOGIES LLC
0.04%0.03%#78$2,590.8万4.2万股$1,836.9万3.8万股+4,240股+11.18%加仓
肯尼迪资本管理KENNEDY CAPITAL MANAGEMENT LLC
0.45%0.43%#25$2,533.8万4.1万股$2,036.9万4.2万股-817股-1.94%减仓
Handelsbanken Fonder AB
0.07%0.08%#60$2,491.4万4.1万股$2,256.1万4.7万股-6,035股-12.95%减仓
杜肯家族办公室Duquesne Family Office LLC
0.47%#24$2,426.8万4.0万股$00股+4.0万股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#248$2,368.9万3.9万股$1,324.7万2.7万股+1.1万股+40.96%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#257$2,297.6万3.7万股$2,045.7万4.4万股-6,780股-15.45%减仓
西格尔·布莱恩特·哈米尔SEGALL BRYANT & HAMILL, LLC
0.27%0.26%#35$2,287.1万3.7万股$1,771.2万3.7万股+653股+1.79%加仓
千禧管理MILLENNIUM MANAGEMENT LLC
0.01%0.01%#142$2,154.6万3.5万股$2,312.2万4.8万股-1.3万股-26.55%减仓
加拿大公共部门养老金投资委员会(PSP)PUBLIC SECTOR PENSION INVESTMENT BOARD
0.05%0.05%#68$1,998.2万3.3万股$1,468.3万3.0万股+2,205股+7.27%加仓
ROBOTTI ROBERT
3.21%2.45%#2$1,990.3万3.2万股$1,568.5万3.2万股+8股+0.02%加仓
Cerity合伙人Cerity Partners LLC
0.02%0.02%#90$1,936.1万3.2万股$1,483.9万3.1万股+873股+2.85%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#177$1,932.5万3.1万股$1,301.9万2.7万股+4,571股+17.00%加仓
荷宝(瑞士)Robeco Schweiz AG
0.29%0.3%#33$1,794.0万2.9万股$1,414.1万2.9万股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#260$1,549.7万2.5万股$1,083.4万2.2万股+2,854股+12.76%加仓
Qube研究科技Qube Research & Technologies Ltd
0.01%0.01%#108$1,548.5万2.5万股$853.6万1.8万股+7,579股+43.00%加仓

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