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 |
|---|---|---|---|---|---|---|---|---|
| EAT | Brinker International, Inc. | $1.15亿 | 0.71% | 685,348 | 69,616 | 11.3% | $1,169.55万 | 加仓 |
| KLIC | Kulicke and Soffa Industries, Inc. | $1.17亿 | 0.72% | 878,002 | 878,002 | — | $1.17亿 | 新建仓 |
| PWR | Quanta Services, Inc. | $1.18亿 | 0.72% | 163,336 | -6,856 | -4.0% | -$493.66万 | 减仓 |
| IDCC | InterDigital, Inc. | $1.19亿 | 0.73% | 421,433 | 35,420 | 9.2% | $1,002.85万 | 加仓 |
| ISRG | Intuitive Surgical Inc. | $1.20亿 | 0.74% | 300,950 | -11,460 | -3.7% | -$455.74万 | 减仓 |
| MIR | Mirion Technologies Inc | $1.20亿 | 0.74% | 6,685,434 | 5,571,373 | 500.1% | $9,989.47万 | 加仓 |
| LIVN | LivaNova PLC | $1.24亿 | 0.76% | 1,502,244 | 227,424 | 17.8% | $1,870.11万 | 加仓 |
| CRDO | Credo Technology Group Holding Ltd | $1.25亿 | 0.77% | 458,375 | 100,569 | 28.1% | $2,734.97万 | 加仓 |
| ECL | Ecolab Inc. | $1.27亿 | 0.78% | 454,964 | -19,474 | -4.1% | -$542.56万 | 减仓 |
| UTI | Universal Technical Institute, Inc. | $1.28亿 | 0.79% | 3,000,595 | 847,617 | 39.4% | $3,625.26万 | 加仓 |
| VCEL | Vericel Corporation | $1.30亿 | 0.80% | 2,916,295 | 1,409,377 | 93.5% | $6,270.32万 | 加仓 |
| WMB | Williams Companies Inc. (The) | $1.30亿 | 0.80% | 1,747,896 | -71,975 | -4.0% | -$535.06万 | 减仓 |
| CVLT | Commvault Systems Inc. | $1.31亿 | 0.80% | 923,066 | 154,420 | 20.1% | $2,188.59万 | 加仓 |
| BOOT | Boot Barn Holdings Inc | $1.31亿 | 0.80% | 797,619 | 80,045 | 11.2% | $1,314.90万 | 加仓 |
| IBKR | Interactive Brokers Group Inc | $1.33亿 | 0.82% | 1,527,739 | 556,210 | 57.3% | $4,841.25万 | 加仓 |
| ORLY | O'Reilly Automotive Inc. | $1.35亿 | 0.83% | 1,470,148 | -54,509 | -3.6% | -$501.97万 | 减仓 |
| RGEN | Repligen Corporation | $1.38亿 | 0.85% | 1,012,226 | 214,359 | 26.9% | $2,924.71万 | 加仓 |
| TJX | The TJX Companies Inc. | $1.40亿 | 0.86% | 924,463 | -279,525 | -23.2% | -$4,234.81万 | 减仓 |
| TKO | TKO Group Holdings Inc. | $1.42亿 | 0.87% | 706,691 | -21,115 | -2.9% | -$425.07万 | 减仓 |
| TGTX | TG Therapeutics Inc | $1.43亿 | 0.88% | 2,600,123 | 432,042 | 19.9% | $2,373.64万 | 加仓 |
| ARM | Arm Holdings PLC | $1.45亿 | 0.89% | 409,049 | 409,049 | — | $1.45亿 | 新建仓 |
| LLY | Eli Lilly & Co. | $1.48亿 | 0.91% | 123,060 | 18,958 | 18.2% | $2,273.88万 | 加仓 |
| PH | Parker-Hannifin Corp. | $1.50亿 | 0.92% | 152,862 | -6,314 | -4.0% | -$617.59万 | 减仓 |
| CW | Curtiss-Wright Corp. | $1.51亿 | 0.93% | 198,758 | -29,077 | -12.8% | -$2,203.34万 | 减仓 |
| NOVT | Novanta Inc | $1.58亿 | 0.97% | 973,767 | 64,057 | 7.0% | $1,039.26万 | 加仓 |
| NPO | Enpro Inc | $1.63亿 | 1.00% | 433,112 | 34,681 | 8.7% | $1,307.23万 | 加仓 |
| WELL | Welltower Inc. | $1.64亿 | 1.01% | 721,601 | -28,599 | -3.8% | -$649.11万 | 减仓 |
| META | Meta Platforms Inc | $1.65亿 | 1.01% | 292,203 | -11,711 | -3.9% | -$659.67万 | 减仓 |
| NVT | NVent Electric PLC | $1.67亿 | 1.03% | 983,875 | -137,916 | -12.3% | -$2,339.19万 | 减仓 |
| HWM | Howmet Aerospace Inc | $1.67亿 | 1.03% | 622,443 | -173,961 | -21.8% | -$4,677.12万 | 减仓 |
| MOD | Modine Manufacturing Co. | $1.68亿 | 1.03% | 629,268 | -21,405 | -3.3% | -$571.56万 | 减仓 |
| MDB | MongoDB Inc. | $1.72亿 | 1.05% | 511,227 | 209,330 | 69.3% | $7,031.39万 | 加仓 |
| MOG/A | Moog Inc. | $1.72亿 | 1.06% | 406,324 | 3,762 | 0.9% | $159.45万 | 加仓 |
| AMZN | Amazon.com, Inc. | $1.75亿 | 1.07% | 733,843 | -169,277 | -18.7% | -$4,034.55万 | 减仓 |
| ASML | ASML Holding N.V. | $1.76亿 | 1.08% | 88,265 | 5,639 | 6.8% | $1,121.85万 | 加仓 |
| ETN | Eaton Corporation PLC | $1.76亿 | 1.08% | 413,077 | -90,651 | -18.0% | -$3,862.82万 | 减仓 |
| UFPT | UFP Technologies Inc. | $1.82亿 | 1.12% | 687,439 | 164,001 | 31.3% | $4,348.16万 | 加仓 |
| GS | Goldman Sachs Group, Inc. | $1.84亿 | 1.13% | 182,093 | -7,322 | -3.9% | -$740.52万 | 减仓 |
| STRL | Sterling Infrastructure Inc | $1.93亿 | 1.19% | 230,412 | -266,686 | -53.6% | -$2.24亿 | 减仓 |
| COST | Costco Wholesale Corporation | $1.95亿 | 1.20% | 208,851 | -7,173 | -3.3% | -$671.01万 | 减仓 |
| ANET | Arista Networks Inc | $2.00亿 | 1.23% | 1,176,606 | -556,248 | -32.1% | -$9,449.54万 | 减仓 |
| LGND | Ligand Pharmaceuticals Incorporated | $2.09亿 | 1.28% | 659,911 | 155,274 | 30.8% | $4,908.06万 | 加仓 |
| APH | Amphenol Corporation | $2.15亿 | 1.32% | 1,220,821 | 253,529 | 26.2% | $4,470.22万 | 加仓 |
| GEV | GE Vernova Inc. | $2.26亿 | 1.39% | 192,672 | -6,153 | -3.1% | -$722.89万 | 减仓 |
| V | Visa Inc | $2.28亿 | 1.40% | 663,519 | 101,426 | 18.0% | $3,479.83万 | 加仓 |
| AVGO | Broadcom Inc | $2.79亿 | 1.71% | 738,306 | -19,425 | -2.6% | -$733.78万 | 减仓 |
| MSFT | Microsoft Corp. | $3.04亿 | 1.87% | 815,323 | 177,216 | 27.8% | $6,610.51万 | 加仓 |
| GOOGL | Alphabet Inc. | $3.65亿 | 2.24% | 1,020,191 | -34,363 | -3.3% | -$1,228.03万 | 减仓 |
| AAPL | Apple Inc. | $4.66亿 | 2.86% | 1,609,746 | -21,739 | -1.3% | -$629.04万 | 减仓 |
| NVDA | NVIDIA Corp. | $5.26亿 | 3.23% | 2,627,947 | 117,919 | 4.7% | $2,359.44万 | 加仓 |