FRONTIER CAPITAL MANAGEMENT CO LLC
Boston MA · SEC CIK 0000351173
$107.28亿2026Q2 申报市值
300持仓数
14.5%前十大占比 · 第一大 3.0%
32 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AAOI 加仓+$1.02亿
DT 新建仓+$7,181.86万
PODD 加仓+$6,851.14万
FLS 加仓+$5,716.57万
HUBB 加仓+$4,966.70万
2026Q2 卖出最多 按季末市值估算
ALAB 减仓-$2.58亿
UCTT 减仓-$1.60亿
APOGEE THERAPEUT 减仓-$1.01亿
DAR 减仓-$9,076.76万
SIMO 减仓-$8,990.52万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DFIN | DONNELLEY FINL SOLUTIONS INC | $1,759.66万 | 0.16% | 419,466 | -234,352 | -35.8% | -$983.11万 | 减仓 |
| QXO | QXO INC | $1,746.44万 | 0.16% | 1,010,674 | 157,192 | 18.4% | $271.63万 | 加仓 |
| BETR | BETTER HOME & FINANCE HOLDIN | $1,720.39万 | 0.16% | 625,598 | -168,336 | -21.2% | -$462.92万 | 减仓 |
| — | QORVO INC | $1,713.53万 | 0.16% | 183,718 | 13,727 | 8.1% | $128.03万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $1,689.45万 | 0.16% | 645,320 | -28,382 | -4.2% | -$74.30万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,685.41万 | 0.16% | 495,708 | 105,153 | 26.9% | $357.52万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1,684.10万 | 0.16% | 22,225 | -967 | -4.2% | -$73.27万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $1,678.68万 | 0.16% | 173,274 | -9,127 | -5.0% | -$88.42万 | 减仓 |
| HQY | HEALTHEQUITY INC | $1,664.67万 | 0.16% | 184,308 | -8,092 | -4.2% | -$73.09万 | 减仓 |
| WING | WINGSTOP INC | $1,636.28万 | 0.15% | 94,359 | 31,197 | 49.4% | $540.99万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $1,624.06万 | 0.15% | 182,931 | 182,931 | — | $1,624.06万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,616.69万 | 0.15% | 12,655 | -678 | -5.1% | -$86.62万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1,575.79万 | 0.15% | 132,475 | 64,021 | 93.5% | $761.53万 | 加仓 |
| OKTA | OKTA INC | $1,531.67万 | 0.14% | 112,252 | -20,360 | -15.4% | -$277.81万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $1,508.39万 | 0.14% | 222,477 | 41,042 | 22.6% | $278.26万 | 加仓 |
| COHU | COHU INC | $1,484.36万 | 0.14% | 200,834 | -1,093,782 | -84.5% | -$8,084.14万 | 减仓 |
| CACI | CACI INTL INC | $1,481.52万 | 0.14% | 31,980 | -13,584 | -29.8% | -$629.30万 | 减仓 |
| VCEL | VERICEL CORP | $1,469.60万 | 0.14% | 330,322 | 56,597 | 20.7% | $251.80万 | 加仓 |
| — | WEAVE COMMUNICATIONS INC | $1,465.28万 | 0.14% | 2,446,204 | 346,815 | 16.5% | $207.74万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,449.13万 | 0.14% | 43,281 | -2,301 | -5.0% | -$77.04万 | 减仓 |
| RBLX | ROBLOX CORP | $1,416.97万 | 0.13% | 260,568 | -150,097 | -36.5% | -$816.23万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1,366.13万 | 0.13% | 154,191 | -8,147 | -5.0% | -$72.18万 | 减仓 |
| CG | CARLYLE GROUP INC | $1,333.73万 | 0.12% | 316,724 | -15,582 | -4.7% | -$65.62万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $1,331.14万 | 0.12% | 100,214 | -5,354 | -5.1% | -$71.12万 | 减仓 |
| MP | MP MATERIALS CORP | $1,312.43万 | 0.12% | 234,322 | -39,173 | -14.3% | -$219.41万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,311.48万 | 0.12% | 38,784 | -10,262 | -20.9% | -$347.01万 | 减仓 |
| SITM | SITIME CORP | $1,294.75万 | 0.12% | 17,366 | -2,305 | -11.7% | -$171.85万 | 减仓 |
| MKL | MARKEL GROUP INC | $1,282.42万 | 0.12% | 6,566 | 295 | 4.7% | $57.62万 | 加仓 |
| SYNA | SYNAPTICS INC | $1,273.72万 | 0.12% | 102,529 | -82,417 | -44.6% | -$1,023.87万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,268.25万 | 0.12% | 30,539 | 11,015 | 56.4% | $457.44万 | 加仓 |
| MUSA | MURPHY USA INC | $1,266.45万 | 0.12% | 23,502 | -18,953 | -44.6% | -$1,021.32万 | 减仓 |
| XYZ | BLOCK INC | $1,237.91万 | 0.12% | 162,883 | 31,255 | 23.7% | $237.54万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,221.38万 | 0.11% | 42,031 | -30,001 | -41.6% | -$871.80万 | 减仓 |
| EG | EVEREST GROUP LTD | $1,221.35万 | 0.11% | 34,190 | -1,500 | -4.2% | -$53.58万 | 减仓 |
| EFX | EQUIFAX INC | $1,214.52万 | 0.11% | 76,520 | 6,290 | 9.0% | $99.83万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $1,169.17万 | 0.11% | 70,829 | -3,134 | -4.2% | -$51.73万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $1,155.21万 | 0.11% | 50,938 | 2,876 | 6.0% | $65.22万 | 加仓 |
| — | SILA REALTY TRUST INC | $1,145.72万 | 0.11% | 377,378 | -2,319,314 | -86.0% | -$7,041.44万 | 减仓 |
| VEEV | VEEVA SYS INC | $1,145.02万 | 0.11% | 64,519 | 34,266 | 113.3% | $608.12万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $1,118.02万 | 0.10% | 90,572 | 90,572 | — | $1,118.02万 | 新建仓 |
| NXT | NEXTPOWER INC | $1,104.36万 | 0.10% | 92,694 | -4,081 | -4.2% | -$48.62万 | 减仓 |
| AON | AON PLC | $1,102.74万 | 0.10% | 33,246 | -1,746 | -5.0% | -$57.91万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $1,085.82万 | 0.10% | 65,140 | -3,421 | -5.0% | -$57.02万 | 减仓 |
| TRU | TRANSUNION | $1,063.76万 | 0.10% | 147,458 | 11,016 | 8.1% | $79.47万 | 加仓 |
| RRC | RANGE RES CORP | $1,059.72万 | 0.10% | 284,946 | -12,575 | -4.2% | -$46.77万 | 减仓 |
| AGCO | AGCO CORP | $1,044.54万 | 0.10% | 87,263 | -47,087 | -35.0% | -$563.63万 | 减仓 |
| ALC | ALCON AG | $1,025.94万 | 0.10% | 152,897 | -8,099 | -5.0% | -$54.34万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,024.29万 | 0.10% | 160,021 | -8,367 | -5.0% | -$53.56万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $997.37万 | 0.09% | 150,162 | -170,309 | -53.1% | -$1,131.19万 | 减仓 |
| CTAS | CINTAS CORP | $994.27万 | 0.09% | 58,459 | -3,065 | -5.0% | -$52.13万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $973.04万 | 0.09% | 51,956 | -191,848 | -78.7% | -$3,592.96万 | 减仓 |
| SKY | CHAMPION HOMES INC | $943.10万 | 0.09% | 107,024 | -4,707 | -4.2% | -$41.48万 | 减仓 |
| WRB | BERKLEY W R CORP | $941.61万 | 0.09% | 133,505 | -5,920 | -4.2% | -$41.75万 | 减仓 |
| EVTL | VERTICAL AEROSPACE LTD | $940.04万 | 0.09% | 5,402,521 | 2,632,304 | 95.0% | $458.02万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $927.12万 | 0.09% | 367,030 | -16,108 | -4.2% | -$40.69万 | 减仓 |
| WDAY | WORKDAY INC | $923.06万 | 0.09% | 75,401 | -38,914 | -34.0% | -$476.39万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $912.43万 | 0.09% | 54,099 | -142,413 | -72.5% | -$2,401.94万 | 减仓 |
| MSCI | MSCI INC | $911.97万 | 0.09% | 16,284 | 3,819 | 30.6% | $213.88万 | 加仓 |
| HXL | HEXCEL CORP NEW | $874.92万 | 0.08% | 87,439 | -52,709 | -37.6% | -$527.41万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $874.73万 | 0.08% | 71,087 | -188,440 | -72.6% | -$2,318.76万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $874.67万 | 0.08% | 29,056 | -1,548 | -5.1% | -$46.60万 | 减仓 |
| THRM | GENTHERM INC | $868.83万 | 0.08% | 254,713 | 17,561 | 7.4% | $59.90万 | 加仓 |
| DCI | DONALDSON INC | $851.09万 | 0.08% | 94,808 | 94,808 | — | $851.09万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $805.60万 | 0.08% | 135,714 | -7,161 | -5.0% | -$42.51万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $765.03万 | 0.07% | 257,240 | -49,977 | -16.3% | -$148.63万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $762.84万 | 0.07% | 20,157 | 20,157 | — | $762.84万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $738.95万 | 0.07% | 181,918 | -34,958 | -16.1% | -$142.00万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $735.51万 | 0.07% | 170,336 | -7,458 | -4.2% | -$32.20万 | 减仓 |
| HTLD | HEARTLAND EXPRESS INC | $713.18万 | 0.07% | 468,578 | 468,578 | — | $713.18万 | 新建仓 |
| ALB | ALBEMARLE CORP | $682.89万 | 0.06% | 50,573 | -2,181 | -4.1% | -$29.45万 | 减仓 |
| EPAM | EPAM SYS INC | $614.79万 | 0.06% | 77,479 | -3,433 | -4.2% | -$27.24万 | 减仓 |
| POOL | POOL CORP | $583.80万 | 0.05% | 27,166 | -1,431 | -5.0% | -$30.75万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $574.11万 | 0.05% | 380,458 | -16,751 | -4.2% | -$25.28万 | 减仓 |
| VREX | VAREX IMAGING CORP | $558.00万 | 0.05% | 535,000 | -615,007 | -53.5% | -$641.45万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $555.85万 | 0.05% | 109,635 | 14,710 | 15.5% | $74.58万 | 加仓 |
| ROL | ROLLINS INC | $554.12万 | 0.05% | 132,755 | -274,717 | -67.4% | -$1,146.67万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $536.07万 | 0.05% | 298,979 | 298,979 | — | $536.07万 | 新建仓 |
| CCOI | COGENT COMM HOLDINGS INC | $531.06万 | 0.05% | 382,608 | -16,600 | -4.2% | -$23.04万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $526.87万 | 0.05% | 100,203 | -219,390 | -68.6% | -$1,153.56万 | 减仓 |
| AUR | AURORA INNOVATION INC | $413.37万 | 0.04% | 606,109 | 606,109 | — | $413.37万 | 新建仓 |
| FRMI | FERMI INC | $386.32万 | 0.04% | 421,746 | 421,746 | — | $386.32万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $89.28万 | 0.01% | 2,678 | -269,678 | -99.0% | -$8,990.52万 | 减仓 |
| NI | NISOURCE INC | $62.34万 | 0.01% | 13,110 | 288 | 2.2% | $1.37万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $46.26万 | 0.00% | 8,251 | 181 | 2.2% | $1.01万 | 加仓 |
| NTAP | NETAPP INC | $45.89万 | 0.00% | 2,965 | -44 | -1.5% | -$6,809 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $45.64万 | 0.00% | 1,988 | 199 | 11.1% | $4.57万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $44.42万 | 0.00% | 2,848 | 304 | 11.9% | $4.74万 | 加仓 |
| LAD | LITHIA MTRS INC | $39.45万 | 0.00% | 1,358 | -53,882 | -97.5% | -$1,565.22万 | 减仓 |
| VTRS | VIATRIS INC | $39.24万 | 0.00% | 24,711 | 2,797 | 12.8% | $4.44万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $38.34万 | 0.00% | 1,361 | 344 | 33.8% | $9.69万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $37.80万 | 0.00% | 1,291 | -804 | -38.4% | -$23.54万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $36.99万 | 0.00% | 8,953 | -270,243 | -96.8% | -$1,116.66万 | 重新持有 |
| LH | LABCORP HOLDINGS INC | $35.31万 | 0.00% | 1,261 | 28 | 2.3% | $7,840 | 加仓 |
| AVY | AVERY DENNISON CORP | $32.49万 | 0.00% | 2,001 | 237 | 13.4% | $3.85万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $29.57万 | 0.00% | 954 | 21 | 2.3% | $6,509 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $28.87万 | 0.00% | 1,636 | 36 | 2.2% | $6,353 | 加仓 |
| PJT | PJT PARTNERS INC | $27.38万 | 0.00% | 1,814 | 1,814 | — | $27.38万 | 新建仓 |
| BWA | BORGWARNER INC | $27.18万 | 0.00% | 4,093 | 90 | 2.2% | $5,976 | 加仓 |
| ULTA | ULTA BEAUTY INC | $22.91万 | 0.00% | 508 | 11 | 2.2% | $4,961 | 加仓 |
| PCG | PG&E CORP | $18.03万 | 0.00% | 10,718 | 10,718 | — | $18.03万 | 新建仓 |