CONGRESS ASSET MANAGEMENT CO
BOSTON MA · SEC CIK 0000897378
$139.53亿2026Q1 申报市值
417持仓数
18.9%前十大占比 · 第一大 3.1%
59 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HLT 新建仓+$1.07亿
ASML 加仓+$9,204.28万
LLY 加仓+$8,304.15万
LIVN 新建仓+$8,102.76万
IBKR 加仓+$5,821.23万
2026Q1 卖出最多 按季末市值估算
DELL 减仓-$1.55亿
NFLX 减仓-$1.10亿
SNPS 减仓-$9,572.97万
PANW 减仓-$8,664.85万
Cyberark Softwar 清仓-$5,970.58万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| LGND | Ligand Pharmaceuticals Incorporated | $1.01亿 | 0.72% | 504,637 | 24,574 | 5.1% | $490.62万 | 加仓 |
| UFPT | UFP Technologies Inc. | $1.01亿 | 0.73% | 523,438 | 82,316 | 18.7% | $1,593.64万 | 加仓 |
| BSX | Boston Scientific Corporation | $1.02亿 | 0.73% | 1,629,485 | -20,473 | -1.2% | -$128.47万 | 减仓 |
| NVMI | Nova Ltd | $1.04亿 | 0.75% | 239,708 | -51,567 | -17.7% | -$2,239.45万 | 减仓 |
| PEN | Penumbra Inc. | $1.04亿 | 0.75% | 317,337 | -65,013 | -17.0% | -$2,134.83万 | 减仓 |
| BOOT | Boot Barn Holdings Inc | $1.05亿 | 0.75% | 717,574 | 95,161 | 15.3% | $1,392.78万 | 加仓 |
| HLT | Hilton Worldwide Holdings Inc | $1.07亿 | 0.77% | 352,636 | 352,636 | — | $1.07亿 | 新建仓 |
| NOVT | Novanta Inc | $1.07亿 | 0.77% | 909,710 | 297,732 | 48.7% | $3,516.51万 | 加仓 |
| ASML | ASML Holding N.V. | $1.09亿 | 0.78% | 82,626 | 69,686 | 538.5% | $9,204.28万 | 加仓 |
| RMBS | Rambus Inc. | $1.10亿 | 0.79% | 1,275,978 | -134,637 | -9.5% | -$1,158.28万 | 减仓 |
| IDCC | InterDigital, Inc. | $1.17亿 | 0.84% | 386,013 | 34,817 | 9.9% | $1,051.47万 | 加仓 |
| PRIM | Primoris Services Corp. | $1.17亿 | 0.84% | 818,096 | 2,826 | 0.3% | $40.42万 | 加仓 |
| MOG/A | Moog Inc. | $1.18亿 | 0.84% | 402,562 | 36,154 | 9.9% | $1,058.01万 | 加仓 |
| APH | Amphenol Corporation | $1.22亿 | 0.88% | 967,292 | 4,731 | 0.5% | $59.78万 | 加仓 |
| ECL | Ecolab Inc. | $1.26亿 | 0.90% | 474,438 | -7,794 | -1.6% | -$207.34万 | 减仓 |
| WMB | Williams Companies Inc. (The) | $1.32亿 | 0.95% | 1,819,871 | -25,097 | -1.4% | -$182.66万 | 减仓 |
| NVT | NVent Electric PLC | $1.33亿 | 0.95% | 1,121,791 | -35,208 | -3.0% | -$416.44万 | 减仓 |
| MLM | Martin Marietta Materials Inc | $1.40亿 | 1.00% | 237,971 | -1,663 | -0.7% | -$97.90万 | 减仓 |
| ORLY | O'Reilly Automotive Inc. | $1.41亿 | 1.01% | 1,524,657 | -12,456 | -0.8% | -$114.98万 | 减仓 |
| MOD | Modine Manufacturing Co. | $1.41亿 | 1.01% | 650,673 | 81,820 | 14.4% | $1,773.12万 | 加仓 |
| PH | Parker-Hannifin Corp. | $1.43亿 | 1.02% | 159,176 | -27,185 | -14.6% | -$2,433.71万 | 减仓 |
| ISRG | Intuitive Surgical Inc. | $1.44亿 | 1.03% | 312,410 | -2,121 | -0.7% | -$97.78万 | 减仓 |
| TKO | TKO Group Holdings Inc. | $1.47亿 | 1.05% | 727,806 | 180,876 | 33.1% | $3,647.36万 | 加仓 |
| WELL | Welltower Inc. | $1.48亿 | 1.06% | 750,200 | -3,130 | -0.4% | -$61.88万 | 减仓 |
| CW | Curtiss-Wright Corp. | $1.55亿 | 1.11% | 227,835 | -42,050 | -15.6% | -$2,864.11万 | 减仓 |
| GS | Goldman Sachs Group, Inc. | $1.60亿 | 1.15% | 189,415 | -66,900 | -26.1% | -$5,659.67万 | 减仓 |
| V | Visa Inc | $1.70亿 | 1.22% | 562,093 | -5,615 | -1.0% | -$169.71万 | 减仓 |
| GEV | GE Vernova Inc. | $1.74亿 | 1.24% | 198,825 | 7,163 | 3.7% | $625.26万 | 加仓 |
| META | Meta Platforms Inc | $1.74亿 | 1.25% | 303,914 | -1,611 | -0.5% | -$92.17万 | 减仓 |
| ETN | Eaton Corporation PLC | $1.80亿 | 1.29% | 503,728 | -4,402 | -0.9% | -$157.45万 | 减仓 |
| HWM | Howmet Aerospace Inc | $1.84亿 | 1.32% | 796,404 | -9,613 | -1.2% | -$221.54万 | 减仓 |
| AMZN | Amazon.com, Inc. | $1.88亿 | 1.35% | 903,120 | -4,182 | -0.5% | -$87.10万 | 减仓 |
| TJX | The TJX Companies Inc. | $1.92亿 | 1.38% | 1,203,988 | -19,000 | -1.6% | -$303.43万 | 减仓 |
| STRL | Sterling Infrastructure Inc | $2.02亿 | 1.45% | 497,098 | 27,898 | 5.9% | $1,136.20万 | 加仓 |
| ANET | Arista Networks Inc | $2.13亿 | 1.52% | 1,732,854 | -25,449 | -1.4% | -$312.46万 | 减仓 |
| COST | Costco Wholesale Corporation | $2.15亿 | 1.54% | 216,024 | -1,451 | -0.7% | -$144.58万 | 减仓 |
| AVGO | Broadcom Inc | $2.35亿 | 1.68% | 757,731 | 26,381 | 3.6% | $816.52万 | 加仓 |
| MSFT | Microsoft Corp. | $2.36亿 | 1.69% | 638,107 | -4,999 | -0.8% | -$185.05万 | 减仓 |
| GOOGL | Alphabet Inc. | $3.03亿 | 2.17% | 1,054,554 | -11,960 | -1.1% | -$343.92万 | 减仓 |
| AAPL | Apple Inc. | $4.14亿 | 2.97% | 1,631,485 | -12,072 | -0.7% | -$306.38万 | 减仓 |
| NVDA | NVIDIA Corp. | $4.38亿 | 3.14% | 2,510,028 | -27,044 | -1.1% | -$471.65万 | 减仓 |