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 |
|---|---|---|---|---|---|---|---|---|
| SR | Spire Inc | $567.22万 | 0.03% | 72,636 | 784 | 1.1% | $6.12万 | 加仓 |
| CRSP | CRISPR Therapeutics AG | $596.96万 | 0.04% | 109,453 | 1,082 | 1.0% | $5.90万 | 加仓 |
| CLSK | CleanSpark Inc. | $610.72万 | 0.04% | 419,742 | 4,519 | 1.1% | $6.58万 | 加仓 |
| — | Exxon Mobil Corp. | $631.02万 | 0.04% | 46,154 | -1,468 | -3.1% | -$20.07万 | 减仓 |
| TALO | Talos Energy Inc | $655.85万 | 0.04% | 508,014 | 85,945 | 20.4% | $110.95万 | 加仓 |
| LCII | LCI Industries | $691.80万 | 0.04% | 65,338 | 697 | 1.1% | $7.38万 | 加仓 |
| ACHC | Acadia Healthcare Company, Inc. | $702.73万 | 0.04% | 237,972 | 1,875 | 0.8% | $5.54万 | 加仓 |
| RYN | Rayonier Inc | $707.85万 | 0.04% | 332,638 | 3,712 | 1.1% | $7.90万 | 加仓 |
| ACN | Accenture PLC | $722.38万 | 0.04% | 58,051 | -1,502 | -2.5% | -$18.69万 | 减仓 |
| FTNT | Fortinet Inc | $724.61万 | 0.04% | 47,169 | -1,219 | -2.5% | -$18.73万 | 减仓 |
| KNF | Knife River Corp. | $733.76万 | 0.05% | 87,718 | 3,548 | 4.2% | $29.68万 | 加仓 |
| GPOR | Gulfport Energy Corporation | $737.99万 | 0.05% | 43,488 | 4,081 | 10.4% | $69.25万 | 加仓 |
| ALKT | Alkami Technology Inc. | $753.75万 | 0.05% | 415,976 | 75,231 | 22.1% | $136.32万 | 加仓 |
| LUMN | Lumen Technologies Inc | $754.18万 | 0.05% | 982,011 | 557,398 | 131.3% | $428.08万 | 加仓 |
| OSBC | Old Second Bancorp Inc. | $789.73万 | 0.05% | 338,650 | 338,650 | — | $789.73万 | 新建仓 |
| TCBI | Texas Capital Bancshares, Inc. | $795.24万 | 0.05% | 77,013 | 775 | 1.0% | $8.00万 | 加仓 |
| SNOW | Snowflake Inc | $799.64万 | 0.05% | 31,420 | 31,420 | — | $799.64万 | 新建仓 |
| DHT | DHT Holdings Inc. | $805.59万 | 0.05% | 487,353 | 5,435 | 1.1% | $8.98万 | 加仓 |
| WLTH | Wealthfront Corp. | $827.13万 | 0.05% | 925,205 | 71,458 | 8.4% | $63.88万 | 加仓 |
| HLNE | Hamilton Lane Inc | $828.49万 | 0.05% | 105,098 | -21,712 | -17.1% | -$171.16万 | 减仓 |
| BWXT | BWX Technologies Inc. | $844.94万 | 0.05% | 43,408 | 6,052 | 16.2% | $117.80万 | 加仓 |
| POR | Portland General Electric Company | $845.27万 | 0.05% | 163,084 | 1,646 | 1.0% | $8.53万 | 加仓 |
| HURN | Huron Consulting Group Inc. | $856.02万 | 0.05% | 94,945 | 948 | 1.0% | $8.55万 | 加仓 |
| KEYS | Keysight Technologies, Inc. | $874.58万 | 0.05% | 24,983 | 23,211 | 1,309.9% | $812.55万 | 加仓 |
| DXPE | DXP Enterprises Inc. | $887.44万 | 0.05% | 52,592 | 52,592 | — | $887.44万 | 新建仓 |
| OZK | Bank OZK | $909.96万 | 0.06% | 174,690 | 66,088 | 60.9% | $344.25万 | 加仓 |
| CNO | CNO Financial Group, Inc. | $910.20万 | 0.06% | 178,540 | 1,898 | 1.1% | $9.68万 | 加仓 |
| CPF | Central Pacific Financial Corp. | $921.20万 | 0.06% | 241,153 | 241,153 | — | $921.20万 | 新建仓 |
| RES | RPC Inc | $921.88万 | 0.06% | 1,581,265 | 129,112 | 8.9% | $75.27万 | 加仓 |
| STAG | STAG Industrial, Inc. | $932.83万 | 0.06% | 245,094 | 2,698 | 1.1% | $10.27万 | 加仓 |
| APLE | Apple Hospitality Reit Inc | $933.89万 | 0.06% | 555,557 | 6,055 | 1.1% | $10.18万 | 加仓 |
| AMAL | Amalgamated Financial Corp. | $937.45万 | 0.06% | 204,238 | 30,653 | 17.7% | $140.70万 | 加仓 |
| KVYO | Klaviyo Inc | $960.71万 | 0.06% | 636,230 | 636,230 | — | $960.71万 | 新建仓 |
| AOSL | Alpha & Omega Semiconductor Ltd. | $962.98万 | 0.06% | 203,460 | 203,460 | — | $962.98万 | 新建仓 |
| GPI | Group 1 Automotive, Inc. | $1,023.50万 | 0.06% | 35,151 | 403 | 1.2% | $11.73万 | 加仓 |
| WAFD | WaFd Inc | $1,066.27万 | 0.07% | 277,892 | 2,812 | 1.0% | $10.79万 | 加仓 |
| CNX | CNX Resources Corporation | $1,069.51万 | 0.07% | 315,210 | 3,259 | 1.0% | $11.06万 | 加仓 |
| NSSC | NAPCO Security Technologies Inc. | $1,084.19万 | 0.07% | 285,462 | 33,060 | 13.1% | $125.56万 | 加仓 |
| FNB | F N B Corp (Pennsylvania) | $1,097.95万 | 0.07% | 575,445 | 32,734 | 6.0% | $62.46万 | 加仓 |
| HLIO | Helios Technologies Inc | $1,117.64万 | 0.07% | 125,225 | 54,872 | 78.0% | $489.73万 | 加仓 |
| AVA | Avista Corporation | $1,118.68万 | 0.07% | 273,449 | 181,272 | 196.7% | $741.58万 | 加仓 |
| MSI | Motorola Solutions Inc | $1,131.46万 | 0.07% | 27,245 | -1,048 | -3.7% | -$43.52万 | 减仓 |
| RLAY | Relay Therapeutics Inc | $1,171.51万 | 0.07% | 626,141 | 7,203 | 1.2% | $13.48万 | 加仓 |
| CENX | Century Aluminum Company | $1,176.18万 | 0.07% | 255,636 | 2,201 | 0.9% | $10.13万 | 加仓 |
| BLBD | Blue Bird Corp. | $1,179.76万 | 0.07% | 149,412 | 19,138 | 14.7% | $151.11万 | 加仓 |
| THG | The Hanover Insurance Group, Inc. | $1,186.81万 | 0.07% | 55,427 | 560 | 1.0% | $11.99万 | 加仓 |
| TNGX | Tango Therapeutics Inc. | $1,190.21万 | 0.07% | 380,746 | 39,385 | 11.5% | $123.12万 | 加仓 |
| POWL | Powell Industries Inc. | $1,215.77万 | 0.07% | 42,456 | 429 | 1.0% | $12.28万 | 加仓 |
| BKU | BankUnited Inc. | $1,217.29万 | 0.07% | 251,247 | 2,533 | 1.0% | $12.27万 | 加仓 |
| SMMD | iShares Trust RUSEL 2500 ETF | $1,225.24万 | 0.08% | 133,716 | -105,359 | -44.1% | -$965.40万 | 减仓 |
| FICO | Fair Isaac Corporation | $1,237.55万 | 0.08% | 10,358 | -18,059 | -63.5% | -$2,157.65万 | 减仓 |
| MCD | McDonald's Corp. | $1,245.80万 | 0.08% | 46,088 | -2,751 | -5.6% | -$74.36万 | 减仓 |
| GRMN | Garmin Ltd | $1,282.70万 | 0.08% | 53,999 | -2,529 | -4.5% | -$60.07万 | 减仓 |
| BOH | Bank of Hawaii Corp. | $1,295.49万 | 0.08% | 158,975 | 16,190 | 11.3% | $131.93万 | 加仓 |
| TDS | Telephone and Data Systems Inc. | $1,304.59万 | 0.08% | 352,497 | 74,173 | 26.6% | $274.51万 | 加仓 |
| EXLS | ExlService Holdings Inc. | $1,306.46万 | 0.08% | 505,204 | 3,060 | 0.6% | $7.91万 | 加仓 |
| EOG | EOG Resources Inc. | $1,306.94万 | 0.08% | 100,743 | -3,757 | -3.6% | -$48.74万 | 减仓 |
| CDNS | Cadence Design Systems, Inc. | $1,310.62万 | 0.08% | 34,920 | -292 | -0.8% | -$10.96万 | 减仓 |
| HIW | Highwoods Properties, Inc. | $1,341.35万 | 0.08% | 444,745 | 4,763 | 1.1% | $14.37万 | 加仓 |
| HE | Hawaiian Electric Industries, Inc. | $1,347.95万 | 0.08% | 996,265 | 6,930 | 0.7% | $9.38万 | 加仓 |
| CCJ | Cameco Corporation | $1,354.27万 | 0.08% | 132,954 | 674 | 0.5% | $6.87万 | 加仓 |
| AMRX | Amneal Pharmaceuticals Inc | $1,354.99万 | 0.08% | 782,778 | 782,778 | — | $1,354.99万 | 新建仓 |
| NOMD | Nomad Foods Ltd. | $1,378.14万 | 0.08% | 1,258,575 | 837,217 | 198.7% | $916.75万 | 加仓 |
| CME | CME Group Inc. | $1,386.13万 | 0.09% | 62,769 | -2,512 | -3.8% | -$55.47万 | 减仓 |
| NBIX | Neurocrine Biosciences Inc | $1,390.18万 | 0.09% | 82,486 | 82,486 | — | $1,390.18万 | 新建仓 |
| BKNG | Booking Holdings Inc | $1,393.60万 | 0.09% | 78,187 | -2,313 | -2.9% | -$41.23万 | 减仓 |
| CELH | Celsius Holdings Inc. | $1,394.21万 | 0.09% | 476,163 | -52,913 | -10.0% | -$154.93万 | 减仓 |
| CALM | Cal-Maine Foods Inc. | $1,414.70万 | 0.09% | 175,608 | 66,328 | 60.7% | $534.34万 | 加仓 |
| MNST | Monster Beverage Corp | $1,442.36万 | 0.09% | 150,058 | 38,944 | 35.0% | $374.33万 | 加仓 |
| BNY | The Bank of New York Mellon Corp. | $1,444.77万 | 0.09% | 99,908 | 92,276 | 1,209.1% | $1,334.40万 | 加仓 |
| NFLX | Netflix, Inc. | $1,456.11万 | 0.09% | 203,937 | -31,313 | -13.3% | -$223.57万 | 减仓 |
| WINA | Winmark Corp. | $1,463.05万 | 0.09% | 34,581 | 15,734 | 83.5% | $665.67万 | 加仓 |
| VST | Vistra Corp | $1,466.25万 | 0.09% | 92,432 | 2,582 | 2.9% | $40.96万 | 加仓 |
| BMI | Badger Meter Inc | $1,484.25万 | 0.09% | 100,030 | -2,065 | -2.0% | -$30.64万 | 减仓 |
| SHW | The Sherwin-Williams Company | $1,486.23万 | 0.09% | 43,164 | -924 | -2.1% | -$31.82万 | 减仓 |
| KRYS | Krystal Biotech Inc | $1,491.66万 | 0.09% | 40,134 | 40,134 | — | $1,491.66万 | 新建仓 |
| CVX | Chevron Corp. | $1,492.47万 | 0.09% | 90,038 | 8,034 | 9.8% | $133.17万 | 加仓 |
| PATK | Patrick Industries Inc. | $1,494.99万 | 0.09% | 166,517 | 13,561 | 8.9% | $121.75万 | 加仓 |
| OKTA | Okta Inc. | $1,507.27万 | 0.09% | 110,463 | 9,226 | 9.1% | $125.89万 | 加仓 |
| GTY | Getty Realty Corp | $1,511.73万 | 0.09% | 453,158 | 174,868 | 62.8% | $583.36万 | 加仓 |
| TMDX | TransMedics Group Inc. | $1,513.27万 | 0.09% | 227,834 | 227,834 | — | $1,513.27万 | 新建仓 |
| MA | MasterCard Incorporated | $1,592.62万 | 0.10% | 31,009 | -329 | -1.0% | -$16.90万 | 减仓 |
| AVY | Avery Dennison Corporation | $1,593.66万 | 0.10% | 98,162 | -4,685 | -4.6% | -$76.06万 | 减仓 |
| WMT | Walmart Inc | $1,608.87万 | 0.10% | 142,051 | -1,554 | -1.1% | -$17.60万 | 减仓 |
| BKH | Black Hills Corporation | $1,634.70万 | 0.10% | 219,718 | 107,972 | 96.6% | $803.31万 | 加仓 |
| MAR | Marriott International, Inc. | $1,672.06万 | 0.10% | 45,119 | -1,379 | -3.0% | -$51.10万 | 减仓 |
| IRT | Independence Realty Trust Inc | $1,672.64万 | 0.10% | 1,002,178 | 857,281 | 591.6% | $1,430.80万 | 加仓 |
| WTFC | Wintrust Financial Corporation | $1,741.84万 | 0.11% | 108,377 | 1,188 | 1.1% | $19.09万 | 加仓 |
| IBM | International Business Machines Corp. | $1,742.98万 | 0.11% | 61,981 | -369 | -0.6% | -$10.38万 | 减仓 |
| CDW | CDW Corp | $1,747.08万 | 0.11% | 124,223 | -159 | -0.1% | -$2.24万 | 减仓 |
| SYK | Stryker Corporation | $1,767.56万 | 0.11% | 56,142 | -1,705 | -2.9% | -$53.68万 | 减仓 |
| TEL | TE Connectivity PLC | $1,772.62万 | 0.11% | 87,923 | -2,311 | -2.6% | -$46.59万 | 减仓 |
| TBBK | Bancorp Inc | $1,794.83万 | 0.11% | 286,531 | 2,854 | 1.0% | $17.88万 | 加仓 |
| MHO | M/I Homes Inc. | $1,822.63万 | 0.11% | 113,355 | 54,706 | 93.3% | $879.62万 | 加仓 |
| IWF | iShares Trust RUS 1000 GRW ETF | $1,863.03万 | 0.11% | 150,039 | -291,297 | -66.0% | -$3,617.03万 | 减仓 |
| LIN | Linde PLC | $1,865.60万 | 0.11% | 35,950 | -1,094 | -3.0% | -$56.77万 | 减仓 |
| NEE | NextEra Energy Inc | $1,942.55万 | 0.12% | 221,322 | 11,104 | 5.3% | $97.46万 | 加仓 |
| AME | Ametek, Inc. | $1,980.56万 | 0.12% | 81,862 | 1,015 | 1.3% | $24.56万 | 加仓 |
| AMGN | Amgen Inc. | $2,083.14万 | 0.13% | 57,526 | -1,144 | -1.9% | -$41.43万 | 减仓 |
| ELF | E L F Beauty Inc | $2,099.28万 | 0.13% | 283,687 | -16,047 | -5.4% | -$118.75万 | 减仓 |