CONGRESS ASSET MANAGEMENT CO
BOSTON MA · SEC CIK 0000897378
$162.79亿2026Q2 申报市值
376持仓数
18.5%前十大占比 · 第一大 3.2%
32 / 74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
ARM 新建仓+$1.45亿
KLIC 新建仓+$1.17亿
MIR 加仓+$9,989.47万
AROC 新建仓+$9,009.97万
COCO 新建仓+$7,983.77万
2026Q2 卖出最多 按季末市值估算
STRL 减仓-$2.24亿
MLM 减仓-$1.02亿
PEN 减仓-$9,634.98万
TMO 减仓-$9,616.85万
ANET 减仓-$9,449.54万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | $5.26亿 | 3.23% | 2,627,947 | 117,919 | 4.7% | $2,359.44万 | 加仓 |
| AAPL | Apple Inc. | $4.66亿 | 2.86% | 1,609,746 | -21,739 | -1.3% | -$629.04万 | 减仓 |
| GOOGL | Alphabet Inc. | $3.65亿 | 2.24% | 1,020,191 | -34,363 | -3.3% | -$1,228.03万 | 减仓 |
| MSFT | Microsoft Corp. | $3.04亿 | 1.87% | 815,323 | 177,216 | 27.8% | $6,610.51万 | 加仓 |
| AVGO | Broadcom Inc | $2.79亿 | 1.71% | 738,306 | -19,425 | -2.6% | -$733.78万 | 减仓 |
| V | Visa Inc | $2.28亿 | 1.40% | 663,519 | 101,426 | 18.0% | $3,479.83万 | 加仓 |
| GEV | GE Vernova Inc. | $2.26亿 | 1.39% | 192,672 | -6,153 | -3.1% | -$722.89万 | 减仓 |
| APH | Amphenol Corporation | $2.15亿 | 1.32% | 1,220,821 | 253,529 | 26.2% | $4,470.22万 | 加仓 |
| LGND | Ligand Pharmaceuticals Incorporated | $2.09亿 | 1.28% | 659,911 | 155,274 | 30.8% | $4,908.06万 | 加仓 |
| ANET | Arista Networks Inc | $2.00亿 | 1.23% | 1,176,606 | -556,248 | -32.1% | -$9,449.54万 | 减仓 |
| COST | Costco Wholesale Corporation | $1.95亿 | 1.20% | 208,851 | -7,173 | -3.3% | -$671.01万 | 减仓 |
| STRL | Sterling Infrastructure Inc | $1.93亿 | 1.19% | 230,412 | -266,686 | -53.6% | -$2.24亿 | 减仓 |
| GS | Goldman Sachs Group, Inc. | $1.84亿 | 1.13% | 182,093 | -7,322 | -3.9% | -$740.52万 | 减仓 |
| UFPT | UFP Technologies Inc. | $1.82亿 | 1.12% | 687,439 | 164,001 | 31.3% | $4,348.16万 | 加仓 |
| ETN | Eaton Corporation PLC | $1.76亿 | 1.08% | 413,077 | -90,651 | -18.0% | -$3,862.82万 | 减仓 |
| ASML | ASML Holding N.V. | $1.76亿 | 1.08% | 88,265 | 5,639 | 6.8% | $1,121.85万 | 加仓 |
| AMZN | Amazon.com, Inc. | $1.75亿 | 1.07% | 733,843 | -169,277 | -18.7% | -$4,034.55万 | 减仓 |
| MOG/A | Moog Inc. | $1.72亿 | 1.06% | 406,324 | 3,762 | 0.9% | $159.45万 | 加仓 |
| MDB | MongoDB Inc. | $1.72亿 | 1.05% | 511,227 | 209,330 | 69.3% | $7,031.39万 | 加仓 |
| MOD | Modine Manufacturing Co. | $1.68亿 | 1.03% | 629,268 | -21,405 | -3.3% | -$571.56万 | 减仓 |
| HWM | Howmet Aerospace Inc | $1.67亿 | 1.03% | 622,443 | -173,961 | -21.8% | -$4,677.12万 | 减仓 |
| NVT | NVent Electric PLC | $1.67亿 | 1.03% | 983,875 | -137,916 | -12.3% | -$2,339.19万 | 减仓 |
| META | Meta Platforms Inc | $1.65亿 | 1.01% | 292,203 | -11,711 | -3.9% | -$659.67万 | 减仓 |
| WELL | Welltower Inc. | $1.64亿 | 1.01% | 721,601 | -28,599 | -3.8% | -$649.11万 | 减仓 |
| NPO | Enpro Inc | $1.63亿 | 1.00% | 433,112 | 34,681 | 8.7% | $1,307.23万 | 加仓 |
| NOVT | Novanta Inc | $1.58亿 | 0.97% | 973,767 | 64,057 | 7.0% | $1,039.26万 | 加仓 |
| CW | Curtiss-Wright Corp. | $1.51亿 | 0.93% | 198,758 | -29,077 | -12.8% | -$2,203.34万 | 减仓 |
| PH | Parker-Hannifin Corp. | $1.50亿 | 0.92% | 152,862 | -6,314 | -4.0% | -$617.59万 | 减仓 |
| LLY | Eli Lilly & Co. | $1.48亿 | 0.91% | 123,060 | 18,958 | 18.2% | $2,273.88万 | 加仓 |
| ARM | Arm Holdings PLC | $1.45亿 | 0.89% | 409,049 | 409,049 | — | $1.45亿 | 新建仓 |
| TGTX | TG Therapeutics Inc | $1.43亿 | 0.88% | 2,600,123 | 432,042 | 19.9% | $2,373.64万 | 加仓 |
| TKO | TKO Group Holdings Inc. | $1.42亿 | 0.87% | 706,691 | -21,115 | -2.9% | -$425.07万 | 减仓 |
| TJX | The TJX Companies Inc. | $1.40亿 | 0.86% | 924,463 | -279,525 | -23.2% | -$4,234.81万 | 减仓 |
| RGEN | Repligen Corporation | $1.38亿 | 0.85% | 1,012,226 | 214,359 | 26.9% | $2,924.71万 | 加仓 |
| ORLY | O'Reilly Automotive Inc. | $1.35亿 | 0.83% | 1,470,148 | -54,509 | -3.6% | -$501.97万 | 减仓 |
| IBKR | Interactive Brokers Group Inc | $1.33亿 | 0.82% | 1,527,739 | 556,210 | 57.3% | $4,841.25万 | 加仓 |
| BOOT | Boot Barn Holdings Inc | $1.31亿 | 0.80% | 797,619 | 80,045 | 11.2% | $1,314.90万 | 加仓 |
| CVLT | Commvault Systems Inc. | $1.31亿 | 0.80% | 923,066 | 154,420 | 20.1% | $2,188.59万 | 加仓 |
| WMB | Williams Companies Inc. (The) | $1.30亿 | 0.80% | 1,747,896 | -71,975 | -4.0% | -$535.06万 | 减仓 |
| VCEL | Vericel Corporation | $1.30亿 | 0.80% | 2,916,295 | 1,409,377 | 93.5% | $6,270.32万 | 加仓 |
| UTI | Universal Technical Institute, Inc. | $1.28亿 | 0.79% | 3,000,595 | 847,617 | 39.4% | $3,625.26万 | 加仓 |
| ECL | Ecolab Inc. | $1.27亿 | 0.78% | 454,964 | -19,474 | -4.1% | -$542.56万 | 减仓 |
| CRDO | Credo Technology Group Holding Ltd | $1.25亿 | 0.77% | 458,375 | 100,569 | 28.1% | $2,734.97万 | 加仓 |
| LIVN | LivaNova PLC | $1.24亿 | 0.76% | 1,502,244 | 227,424 | 17.8% | $1,870.11万 | 加仓 |
| MIR | Mirion Technologies Inc | $1.20亿 | 0.74% | 6,685,434 | 5,571,373 | 500.1% | $9,989.47万 | 加仓 |
| ISRG | Intuitive Surgical Inc. | $1.20亿 | 0.74% | 300,950 | -11,460 | -3.7% | -$455.74万 | 减仓 |
| IDCC | InterDigital, Inc. | $1.19亿 | 0.73% | 421,433 | 35,420 | 9.2% | $1,002.85万 | 加仓 |
| PWR | Quanta Services, Inc. | $1.18亿 | 0.72% | 163,336 | -6,856 | -4.0% | -$493.66万 | 减仓 |
| KLIC | Kulicke and Soffa Industries, Inc. | $1.17亿 | 0.72% | 878,002 | 878,002 | — | $1.17亿 | 新建仓 |
| EAT | Brinker International, Inc. | $1.15亿 | 0.71% | 685,348 | 69,616 | 11.3% | $1,169.55万 | 加仓 |
| SXT | Sensient Technologies Corp | $1.15亿 | 0.70% | 930,339 | 81,379 | 9.6% | $1,003.32万 | 加仓 |
| HLT | Hilton Worldwide Holdings Inc | $1.14亿 | 0.70% | 345,252 | -7,384 | -2.1% | -$244.01万 | 减仓 |
| FROG | JFrog Ltd | $1.13亿 | 0.69% | 1,241,991 | 229,133 | 22.6% | $2,082.36万 | 加仓 |
| MPWR | Monolithic Power Systems Inc. | $1.11亿 | 0.68% | 80,425 | -2,918 | -3.5% | -$403.37万 | 减仓 |
| PJT | PJT Partners Inc. | $1.09亿 | 0.67% | 723,474 | 119,122 | 19.7% | $1,798.03万 | 加仓 |
| ABCB | Ameris Bancorp | $1.08亿 | 0.66% | 1,192,270 | 96,304 | 8.8% | $869.24万 | 加仓 |
| SKY | Champion Homes Inc. | $1.07亿 | 0.66% | 1,212,960 | 172,072 | 16.5% | $1,516.30万 | 加仓 |
| AUB | Atlantic Union Bankshares Corp | $1.06亿 | 0.65% | 2,501,164 | 259,290 | 11.6% | $1,097.06万 | 加仓 |
| RMBS | Rambus Inc. | $1.03亿 | 0.63% | 777,993 | -497,985 | -39.0% | -$6,610.25万 | 减仓 |
| IMAX | IMAX Corporation | $1.01亿 | 0.62% | 2,537,290 | 1,026,915 | 68.0% | $4,093.28万 | 加仓 |
| IDXX | IDEXX Laboratories Inc. | $1.00亿 | 0.62% | 190,193 | 23,507 | 14.1% | $1,237.50万 | 加仓 |
| UBER | Uber Technologies Inc | $9,682.62万 | 0.59% | 1,341,826 | -54,713 | -3.9% | -$394.81万 | 减仓 |
| HALO | Halozyme Therapeutics Inc | $9,620.21万 | 0.59% | 1,229,106 | -51,486 | -4.0% | -$402.98万 | 减仓 |
| KEX | Kirby Corp | $9,568.59万 | 0.59% | 703,728 | 78,186 | 12.5% | $1,063.10万 | 加仓 |
| TPR | Tapestry Inc | $9,519.88万 | 0.58% | 650,354 | 81,788 | 14.4% | $1,197.21万 | 加仓 |
| FSS | Federal Signal Corp. | $9,330.14万 | 0.57% | 726,138 | 83,778 | 13.0% | $1,076.46万 | 加仓 |
| MCO | Moodys Corp. | $9,299.53万 | 0.57% | 205,324 | -8,007 | -3.8% | -$362.65万 | 减仓 |
| LMAT | Lemaitre Vascular Inc. | $9,247.73万 | 0.57% | 963,706 | 129,177 | 15.5% | $1,239.58万 | 加仓 |
| CASY | Casey'S General Stores Inc. | $9,125.52万 | 0.56% | 114,817 | -3,873 | -3.3% | -$307.82万 | 减仓 |
| AROC | Archrock Inc | $9,009.97万 | 0.55% | 2,213,208 | 2,213,208 | — | $9,009.97万 | 新建仓 |
| JBTM | JBT Marel Corp. | $8,758.32万 | 0.54% | 604,022 | 46,644 | 8.4% | $676.34万 | 加仓 |
| SHOP | Shopify Inc | $8,730.21万 | 0.54% | 764,601 | -27,389 | -3.5% | -$312.73万 | 减仓 |
| EME | Emcor Group Inc | $8,721.77万 | 0.54% | 105,097 | -5,111 | -4.6% | -$424.15万 | 减仓 |
| VIK | Viking Holdings Ltd. | $8,664.95万 | 0.53% | 827,835 | -19,486 | -2.3% | -$203.96万 | 减仓 |
| CR | Crane Co. | $8,541.58万 | 0.52% | 382,910 | -9,211 | -2.3% | -$205.47万 | 减仓 |
| BCPC | Balchem Corp | $8,490.94万 | 0.52% | 502,571 | 56,758 | 12.7% | $958.93万 | 加仓 |
| CSW | CSW Industrials Inc. | $8,363.07万 | 0.51% | 300,506 | 48,158 | 19.1% | $1,340.24万 | 加仓 |
| MMSI | Merit Medical Systems Inc. | $8,212.19万 | 0.50% | 1,184,337 | 155,088 | 15.1% | $1,075.38万 | 加仓 |
| AVAV | AeroVironment, Inc. | $8,181.53万 | 0.50% | 495,640 | 103,132 | 26.3% | $1,702.40万 | 加仓 |
| ACIW | ACI Worldwide Inc | $8,007.71万 | 0.49% | 1,592,306 | -241,502 | -13.2% | -$1,214.51万 | 减仓 |
| ALNY | Alnylam Pharmaceuticals Inc. | $7,998.40万 | 0.49% | 265,701 | -20,038 | -7.0% | -$603.20万 | 减仓 |
| COCO | The Vita Coco Company Inc | $7,983.77万 | 0.49% | 1,207,102 | 1,207,102 | — | $7,983.77万 | 新建仓 |
| TXN | Texas Instruments Inc. | $7,905.47万 | 0.49% | 265,222 | 260,742 | 5,820.1% | $7,771.93万 | 加仓 |
| POWI | Power Integrations Inc. | $7,790.18万 | 0.48% | 930,059 | 930,059 | — | $7,790.18万 | 新建仓 |
| AXON | Axon Enterprise Inc | $7,782.50万 | 0.48% | 138,822 | 138,822 | — | $7,782.50万 | 新建仓 |
| COHR | Coherent Corp | $7,525.78万 | 0.46% | 190,782 | 189,582 | 15,798.5% | $7,478.44万 | 加仓 |
| HEI | Heico Corp | $7,506.90万 | 0.46% | 210,755 | 455 | 0.2% | $16.21万 | 加仓 |
| RJF | Raymond James Financial Inc. | $6,996.85万 | 0.43% | 460,228 | -11,161 | -2.4% | -$169.68万 | 减仓 |
| NVMI | Nova Ltd | $6,944.75万 | 0.43% | 127,910 | -111,798 | -46.6% | -$6,069.96万 | 减仓 |
| MU | Micron Technology Inc. | $6,872.41万 | 0.42% | 59,538 | 59,538 | — | $6,872.41万 | 新建仓 |
| DDOG | Datadog Inc | $6,795.99万 | 0.42% | 261,023 | -5,483 | -2.1% | -$142.76万 | 减仓 |
| CARG | Cargurus Inc | $6,737.37万 | 0.41% | 1,976,348 | -134,189 | -6.4% | -$457.45万 | 减仓 |
| PLTR | Palantir Technologies Inc | $5,985.07万 | 0.37% | 512,991 | 28,277 | 5.8% | $329.91万 | 加仓 |
| CXT | Crane NXT Co | $5,966.59万 | 0.37% | 1,166,261 | -204,537 | -14.9% | -$1,046.41万 | 减仓 |
| UMBF | UMB Financial Corp. | $5,662.53万 | 0.35% | 396,647 | 245,296 | 162.1% | $3,501.84万 | 加仓 |
| Q | Qnity Electronics Inc. | $5,639.36万 | 0.35% | 345,316 | 4,611 | 1.4% | $75.30万 | 加仓 |
| AEIS | Advanced Energy Industries, Inc. | $5,612.08万 | 0.34% | 150,510 | -56,861 | -27.4% | -$2,120.18万 | 减仓 |
| NET | Cloudflare Inc | $5,565.92万 | 0.34% | 226,921 | -46,835 | -17.1% | -$1,148.77万 | 减仓 |
| TER | Teradyne Inc. | $5,221.36万 | 0.32% | 107,915 | -532 | -0.5% | -$25.74万 | 减仓 |
| FIX | Comfort Systems USA Inc. | $5,094.49万 | 0.31% | 25,704 | -29,488 | -53.4% | -$5,844.47万 | 减仓 |