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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc. | $2,228.15万 | 0.14% | 63,061 | -10,330 | -14.1% | -$364.99万 | 减仓 |
| IWP | iShares Trust RUS MD CP GR ETF | $2,258.79万 | 0.14% | 154,279 | -156,889 | -50.4% | -$2,297.01万 | 减仓 |
| HWKN | Hawkins Inc | $2,287.57万 | 0.14% | 160,983 | -4,397 | -2.7% | -$62.48万 | 减仓 |
| LRCX | Lam Research Corporation | $2,311.25万 | 0.14% | 53,337 | 7,056 | 15.2% | $305.76万 | 加仓 |
| RRC | Range Resources Corp. | $2,344.00万 | 0.14% | 630,278 | -22,897 | -3.5% | -$85.15万 | 减仓 |
| KLAC | KLA Corp. | $2,372.31万 | 0.15% | 78,629 | 78,629 | — | $2,372.31万 | 新建仓 |
| FND | Floor And Decor Holding Inc. | $2,378.39万 | 0.15% | 400,673 | 4,381 | 1.1% | $26.01万 | 加仓 |
| DOCN | DigitalOcean Holdings Inc | $2,447.55万 | 0.15% | 155,865 | -47,178 | -23.2% | -$740.84万 | 减仓 |
| HD | Home Depot Inc. | $2,453.93万 | 0.15% | 69,579 | -5,201 | -7.0% | -$183.43万 | 减仓 |
| MQ | Marqeta Inc | $2,585.75万 | 0.16% | 1,592,210 | 1,592,210 | — | $2,585.75万 | 新建仓 |
| VIRT | Virtu Financial Inc | $2,631.78万 | 0.16% | 441,795 | 4,371 | 1.0% | $26.04万 | 加仓 |
| IOT | Samsara Inc | $2,646.99万 | 0.16% | 816,215 | 816,215 | — | $2,646.99万 | 新建仓 |
| VBK | Vanguard Index Funds SML CP GRW ETF | $2,658.64万 | 0.16% | 72,700 | -79,179 | -52.1% | -$2,895.58万 | 减仓 |
| GMED | Globus Med Inc | $2,675.48万 | 0.16% | 338,625 | 338,625 | — | $2,675.48万 | 新建仓 |
| CSCO | Cisco Systems, Inc. | $2,718.07万 | 0.17% | 231,404 | -8,434 | -3.5% | -$99.07万 | 减仓 |
| LECO | Lincoln Electric Holdings Inc. | $2,734.47万 | 0.17% | 102,989 | -2,537 | -2.4% | -$67.36万 | 减仓 |
| SEI | Solaris Energy Infrastructure Inc | $2,775.35万 | 0.17% | 344,935 | 340,788 | 8,217.7% | $2,741.98万 | 加仓 |
| ACMR | Acm Research Inc | $2,840.50万 | 0.17% | 223,855 | -116,008 | -34.1% | -$1,472.03万 | 减仓 |
| TWLO | Twilio Inc | $2,849.71万 | 0.18% | 138,114 | 138,114 | — | $2,849.71万 | 新建仓 |
| — | Congress Large Cap Growth Fund - Inst. Cl | $2,851.15万 | 0.18% | 555,130 | -227 | -0.0% | -$1.17万 | 减仓 |
| BJ | BJ Wholesale Club Holdings Inc | $3,056.95万 | 0.19% | 350,487 | -18,623 | -5.0% | -$162.43万 | 减仓 |
| MEDP | Medpace Holdings Inc. | $3,096.99万 | 0.19% | 58,479 | -1,708 | -2.8% | -$90.45万 | 减仓 |
| PLXS | Plexus Corp | $3,118.94万 | 0.19% | 103,733 | 84,478 | 438.7% | $2,540.00万 | 加仓 |
| CTAS | Cintas Corporation | $3,131.18万 | 0.19% | 184,100 | -5,711 | -3.0% | -$97.13万 | 减仓 |
| TOST | Toast Inc | $3,337.02万 | 0.20% | 1,199,504 | 108,268 | 9.9% | $301.20万 | 加仓 |
| JPM | JPMorgan Chase & Co. | $3,421.14万 | 0.21% | 104,517 | -3,084 | -2.9% | -$100.95万 | 减仓 |
| AFRM | Affirm Holdings Inc | $3,477.86万 | 0.21% | 426,470 | 417,470 | 4,638.6% | $3,404.47万 | 加仓 |
| MLM | Martin Marietta Materials Inc | $3,514.99万 | 0.22% | 60,950 | -177,021 | -74.4% | -$1.02亿 | 减仓 |
| ADI | Analog Devices Inc. | $3,530.93万 | 0.22% | 88,902 | 6,743 | 8.2% | $267.81万 | 加仓 |
| EXPE | Expedia Group Inc | $3,599.60万 | 0.22% | 140,675 | 14,746 | 11.7% | $377.32万 | 加仓 |
| STE | Steris PLC | $3,600.04万 | 0.22% | 170,967 | 20,540 | 13.7% | $432.51万 | 加仓 |
| MYRG | MYR Grp Inc | $3,678.39万 | 0.23% | 73,509 | -23,774 | -24.4% | -$1,189.65万 | 减仓 |
| ROKU | Roku Inc | $3,682.94万 | 0.23% | 266,609 | 266,609 | — | $3,682.94万 | 新建仓 |
| ENTG | Entegris Inc | $3,757.81万 | 0.23% | 208,930 | -5,549 | -2.6% | -$99.80万 | 减仓 |
| DHI | D.R. Horton, Inc. | $3,780.79万 | 0.23% | 232,121 | 26,230 | 12.7% | $427.23万 | 加仓 |
| CAVA | CAVA Group Inc. | $3,911.00万 | 0.24% | 498,344 | 6,285 | 1.3% | $49.32万 | 加仓 |
| TRNO | Terreno Realty Corporation | $3,925.10万 | 0.24% | 606,005 | -9,761 | -1.6% | -$63.22万 | 减仓 |
| DELL | Dell Technologies Inc | $4,084.85万 | 0.25% | 94,675 | -51,396 | -35.2% | -$2,217.53万 | 减仓 |
| EHC | Encompass Health Corporation | $4,105.07万 | 0.25% | 406,121 | -16,275 | -3.9% | -$164.51万 | 减仓 |
| KRMN | Karman Holdings Inc. | $4,309.63万 | 0.26% | 863,308 | 156,112 | 22.1% | $779.31万 | 加仓 |
| RBRK | Rubrik Inc. | $4,332.58万 | 0.27% | 539,684 | -6,041 | -1.1% | -$48.50万 | 减仓 |
| FLS | Flowserve Corporation | $4,374.17万 | 0.27% | 589,829 | 469,872 | 391.7% | $3,484.57万 | 加仓 |
| CAT | Caterpillar Inc | $4,435.46万 | 0.27% | 41,651 | -1,537 | -3.6% | -$163.68万 | 减仓 |
| ROST | Ross Stores Inc | $4,524.52万 | 0.28% | 212,568 | -6,398 | -2.9% | -$136.18万 | 减仓 |
| BROS | Dutch Bros Inc | $4,656.57万 | 0.29% | 648,457 | 431,342 | 198.7% | $3,097.47万 | 加仓 |
| APG | API Group Corp | $4,867.25万 | 0.30% | 1,149,291 | -32,220 | -2.7% | -$136.45万 | 减仓 |
| OLLI | Ollies Bargain Outlet Holdings Inc. | $4,869.51万 | 0.30% | 633,391 | -234,799 | -27.0% | -$1,805.13万 | 减仓 |
| CRS | Carpenter Technology Corporation | $4,982.79万 | 0.31% | 80,779 | -2,159 | -2.6% | -$133.18万 | 减仓 |
| VMI | Valmont Industries, Inc. | $5,033.37万 | 0.31% | 87,143 | -2,741 | -3.0% | -$158.32万 | 减仓 |
| FAST | Fastenal Co. | $5,043.73万 | 0.31% | 1,050,122 | -23,673 | -2.2% | -$113.70万 | 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 |
| TER | Teradyne Inc. | $5,221.36万 | 0.32% | 107,915 | -532 | -0.5% | -$25.74万 | 减仓 |
| NET | Cloudflare Inc | $5,565.92万 | 0.34% | 226,921 | -46,835 | -17.1% | -$1,148.77万 | 减仓 |
| AEIS | Advanced Energy Industries, Inc. | $5,612.08万 | 0.34% | 150,510 | -56,861 | -27.4% | -$2,120.18万 | 减仓 |
| Q | Qnity Electronics Inc. | $5,639.36万 | 0.35% | 345,316 | 4,611 | 1.4% | $75.30万 | 加仓 |
| UMBF | UMB Financial Corp. | $5,662.53万 | 0.35% | 396,647 | 245,296 | 162.1% | $3,501.84万 | 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 |
| PLTR | Palantir Technologies Inc | $5,985.07万 | 0.37% | 512,991 | 28,277 | 5.8% | $329.91万 | 加仓 |
| CARG | Cargurus Inc | $6,737.37万 | 0.41% | 1,976,348 | -134,189 | -6.4% | -$457.45万 | 减仓 |
| DDOG | Datadog Inc | $6,795.99万 | 0.42% | 261,023 | -5,483 | -2.1% | -$142.76万 | 减仓 |
| MU | Micron Technology Inc. | $6,872.41万 | 0.42% | 59,538 | 59,538 | — | $6,872.41万 | 新建仓 |
| NVMI | Nova Ltd | $6,944.75万 | 0.43% | 127,910 | -111,798 | -46.6% | -$6,069.96万 | 减仓 |
| RJF | Raymond James Financial Inc. | $6,996.85万 | 0.43% | 460,228 | -11,161 | -2.4% | -$169.68万 | 减仓 |
| HEI | Heico Corp | $7,506.90万 | 0.46% | 210,755 | 455 | 0.2% | $16.21万 | 加仓 |
| COHR | Coherent Corp | $7,525.78万 | 0.46% | 190,782 | 189,582 | 15,798.5% | $7,478.44万 | 加仓 |
| AXON | Axon Enterprise Inc | $7,782.50万 | 0.48% | 138,822 | 138,822 | — | $7,782.50万 | 新建仓 |
| POWI | Power Integrations Inc. | $7,790.18万 | 0.48% | 930,059 | 930,059 | — | $7,790.18万 | 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 |
| 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 |
| ALNY | Alnylam Pharmaceuticals Inc. | $7,998.40万 | 0.49% | 265,701 | -20,038 | -7.0% | -$603.20万 | 减仓 |
| ACIW | ACI Worldwide Inc | $8,007.71万 | 0.49% | 1,592,306 | -241,502 | -13.2% | -$1,214.51万 | 减仓 |
| AVAV | AeroVironment, Inc. | $8,181.53万 | 0.50% | 495,640 | 103,132 | 26.3% | $1,702.40万 | 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 |
| CSW | CSW Industrials Inc. | $8,363.07万 | 0.51% | 300,506 | 48,158 | 19.1% | $1,340.24万 | 加仓 |
| BCPC | Balchem Corp | $8,490.94万 | 0.52% | 502,571 | 56,758 | 12.7% | $958.93万 | 加仓 |
| CR | Crane Co. | $8,541.58万 | 0.52% | 382,910 | -9,211 | -2.3% | -$205.47万 | 减仓 |
| VIK | Viking Holdings Ltd. | $8,664.95万 | 0.53% | 827,835 | -19,486 | -2.3% | -$203.96万 | 减仓 |
| EME | Emcor Group Inc | $8,721.77万 | 0.54% | 105,097 | -5,111 | -4.6% | -$424.15万 | 减仓 |
| SHOP | Shopify Inc | $8,730.21万 | 0.54% | 764,601 | -27,389 | -3.5% | -$312.73万 | 减仓 |
| JBTM | JBT Marel Corp. | $8,758.32万 | 0.54% | 604,022 | 46,644 | 8.4% | $676.34万 | 加仓 |
| AROC | Archrock Inc | $9,009.97万 | 0.55% | 2,213,208 | 2,213,208 | — | $9,009.97万 | 新建仓 |
| CASY | Casey'S General Stores Inc. | $9,125.52万 | 0.56% | 114,817 | -3,873 | -3.3% | -$307.82万 | 减仓 |
| LMAT | Lemaitre Vascular Inc. | $9,247.73万 | 0.57% | 963,706 | 129,177 | 15.5% | $1,239.58万 | 加仓 |
| MCO | Moodys Corp. | $9,299.53万 | 0.57% | 205,324 | -8,007 | -3.8% | -$362.65万 | 减仓 |
| FSS | Federal Signal Corp. | $9,330.14万 | 0.57% | 726,138 | 83,778 | 13.0% | $1,076.46万 | 加仓 |
| TPR | Tapestry Inc | $9,519.88万 | 0.58% | 650,354 | 81,788 | 14.4% | $1,197.21万 | 加仓 |
| KEX | Kirby Corp | $9,568.59万 | 0.59% | 703,728 | 78,186 | 12.5% | $1,063.10万 | 加仓 |
| HALO | Halozyme Therapeutics Inc | $9,620.21万 | 0.59% | 1,229,106 | -51,486 | -4.0% | -$402.98万 | 减仓 |
| UBER | Uber Technologies Inc | $9,682.62万 | 0.59% | 1,341,826 | -54,713 | -3.9% | -$394.81万 | 减仓 |
| IDXX | IDEXX Laboratories Inc. | $1.00亿 | 0.62% | 190,193 | 23,507 | 14.1% | $1,237.50万 | 加仓 |
| IMAX | IMAX Corporation | $1.01亿 | 0.62% | 2,537,290 | 1,026,915 | 68.0% | $4,093.28万 | 加仓 |
| RMBS | Rambus Inc. | $1.03亿 | 0.63% | 777,993 | -497,985 | -39.0% | -$6,610.25万 | 减仓 |
| AUB | Atlantic Union Bankshares Corp | $1.06亿 | 0.65% | 2,501,164 | 259,290 | 11.6% | $1,097.06万 | 加仓 |
| SKY | Champion Homes Inc. | $1.07亿 | 0.66% | 1,212,960 | 172,072 | 16.5% | $1,516.30万 | 加仓 |
| ABCB | Ameris Bancorp | $1.08亿 | 0.66% | 1,192,270 | 96,304 | 8.8% | $869.24万 | 加仓 |
| PJT | PJT Partners Inc. | $1.09亿 | 0.67% | 723,474 | 119,122 | 19.7% | $1,798.03万 | 加仓 |
| MPWR | Monolithic Power Systems Inc. | $1.11亿 | 0.68% | 80,425 | -2,918 | -3.5% | -$403.37万 | 减仓 |
| FROG | JFrog Ltd | $1.13亿 | 0.69% | 1,241,991 | 229,133 | 22.6% | $2,082.36万 | 加仓 |
| HLT | Hilton Worldwide Holdings Inc | $1.14亿 | 0.70% | 345,252 | -7,384 | -2.1% | -$244.01万 | 减仓 |
| SXT | Sensient Technologies Corp | $1.15亿 | 0.70% | 930,339 | 81,379 | 9.6% | $1,003.32万 | 加仓 |