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 |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard Index Funds S&P 500 ETF SHS | $115.52万 | 0.01% | 1,682 | -211 | -11.1% | -$14.49万 | 减仓 |
| DRI | Darden Restaurants, Inc. | $113.52万 | 0.01% | 5,510 | -36 | -0.6% | -$7,417 | 减仓 |
| FCN | FTI Consulting, Inc. | $108.39万 | 0.01% | 7,274 | -1,190 | -14.1% | -$17.73万 | 减仓 |
| MRVL | Marvell Technology Inc | $106.32万 | 0.01% | 3,569 | -421 | -10.6% | -$12.54万 | 减仓 |
| ADSK | Autodesk Inc | $105.22万 | 0.01% | 5,412 | -227 | -4.0% | -$4.41万 | 减仓 |
| JANX | Janux Therapeutics Inc | $103.85万 | 0.01% | 67,610 | 743 | 1.1% | $1.14万 | 加仓 |
| GD | General Dynamics Corporation | $94.81万 | 0.01% | 2,676 | -91 | -3.3% | -$3.22万 | 减仓 |
| GNRC | Generac Holdings Inc. | $93.41万 | 0.01% | 3,190 | 0 | 0.0% | — | 不变 |
| PANW | Palo Alto Networks Inc | $90.30万 | 0.01% | 2,648 | -2,913 | -52.4% | -$99.33万 | 减仓 |
| KO | Coca-Cola Co (The) | $89.45万 | 0.01% | 11,006 | -1,102 | -9.1% | -$8.96万 | 减仓 |
| MS | Morgan Stanley | $88.62万 | 0.01% | 4,239 | -3,345 | -44.1% | -$69.93万 | 减仓 |
| ABBV | AbbVie Inc. | $84.45万 | 0.01% | 3,356 | 0 | 0.0% | — | 不变 |
| NXPI | NXP Semiconductors NV | $83.49万 | 0.01% | 2,971 | -746 | -20.1% | -$20.96万 | 减仓 |
| ORCL | Oracle Corp. | $82.79万 | 0.01% | 5,649 | -838 | -12.9% | -$12.28万 | 减仓 |
| IWM | iShares Trust RUSSELL 2000 ETF | $79.62万 | 0.00% | 2,650 | 0 | 0.0% | — | 不变 |
| TDY | Teledyne Technologies Inc | $72.49万 | 0.00% | 1,087 | -8 | -0.7% | -$5,335 | 减仓 |
| IVV | iShares Trust CORE S&P500 ETF | $71.74万 | 0.00% | 958 | -268 | -21.9% | -$20.07万 | 减仓 |
| ADP | Automatic Data Processing, Inc. | $69.54万 | 0.00% | 3,105 | -300 | -8.8% | -$6.72万 | 减仓 |
| MRK | Merck & Co., Inc | $69.02万 | 0.00% | 5,371 | 0 | 0.0% | — | 不变 |
| — | Congress Large Cap Growth Fund - Retail Cl | $68.17万 | 0.00% | 13,439 | -1,191 | -8.1% | -$6.04万 | 减仓 |
| TSLA | Tesla Inc | $65.82万 | 0.00% | 1,565 | 0 | 0.0% | — | 不变 |
| USFD | US Foods Holding Corp | $62.73万 | 0.00% | 6,135 | 1,854 | 43.3% | $18.96万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc. | $62.55万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| FN | Fabrinet | $61.83万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| MDY | State Street Spdr S&p Midcap 400 Etf Trust UTSER1 S&PDCRP | $61.40万 | 0.00% | 873 | -161 | -15.6% | -$11.32万 | 减仓 |
| PM | Philip Morris International Inc. | $59.47万 | 0.00% | 3,287 | 3,287 | — | $59.47万 | 新建仓 |
| PRIM | Primoris Services Corp. | $58.90万 | 0.00% | 5,942 | -812,154 | -99.3% | -$8,050.21万 | 减仓 |
| DECK | Deckers Outdoor Corp. | $53.11万 | 0.00% | 5,349 | -397 | -6.9% | -$3.94万 | 减仓 |
| SPGI | S&P Global Inc | $52.69万 | 0.00% | 1,294 | -880 | -40.5% | -$35.83万 | 减仓 |
| HOOD | Robinhood Markets Inc | $52.15万 | 0.00% | 5,200 | 0 | 0.0% | — | 不变 |
| SO | Southern Co. | $51.79万 | 0.00% | 5,411 | -25 | -0.5% | -$2,393 | 减仓 |
| ALL | The Allstate Corporation | $48.44万 | 0.00% | 2,036 | -80,796 | -97.5% | -$1,922.19万 | 减仓 |
| ADBE | Adobe Inc | $48.14万 | 0.00% | 2,348 | -831 | -26.1% | -$17.04万 | 减仓 |
| CL | Colgate-Palmolive Co. | $47.86万 | 0.00% | 5,220 | -631 | -10.8% | -$5.79万 | 减仓 |
| CHD | Church & Dwight Co Inc. | $47.23万 | 0.00% | 4,875 | -2,281 | -31.9% | -$22.10万 | 减仓 |
| MELI | Mercadolibre Inc | $46.68万 | 0.00% | 275 | 275 | — | $46.68万 | 新建仓 |
| TTWO | Take-Two Interactive Software Inc. | $45.57万 | 0.00% | 1,823 | -1,005 | -35.5% | -$25.12万 | 减仓 |
| FCX | Freeport-McMoRan Inc. | $45.35万 | 0.00% | 7,212 | -140 | -1.9% | -$8,804 | 减仓 |
| BSX | Boston Scientific Corporation | $43.73万 | 0.00% | 10,247 | -1,619,238 | -99.4% | -$6,910.97万 | 减仓 |
| ITW | Illinois Tool Works Inc. | $43.64万 | 0.00% | 1,614 | -300 | -15.7% | -$8.11万 | 减仓 |
| ONTO | Onto Innovation Inc. | $43.56万 | 0.00% | 1,151 | -4 | -0.3% | -$1,514 | 减仓 |
| DE | Deere & Company | $41.69万 | 0.00% | 657 | -39 | -5.6% | -$2.47万 | 减仓 |
| VOT | Vanguard Index Funds MCAP GR IDXVIP | $41.07万 | 0.00% | 1,341 | -442 | -24.8% | -$13.54万 | 减仓 |
| FXI | iShares Trust CHINA LG-CAP ETF | $37.64万 | 0.00% | 11,914 | 0 | 0.0% | — | 不变 |
| TILE | Interface, Inc. | $37.38万 | 0.00% | 10,431 | -536,278 | -98.1% | -$1,921.95万 | 减仓 |
| RMD | ResMed Inc. | $37.34万 | 0.00% | 1,916 | -978 | -33.8% | -$19.06万 | 减仓 |
| — | Honeywell International Inc. | $37.32万 | 0.00% | 1,667 | -1,801 | -51.9% | -$40.32万 | 重新持有 |
| UNP | Union Pacific Corporation | $36.73万 | 0.00% | 1,350 | 2 | 0.1% | $544 | 加仓 |
| NAVN | Navan Inc. | $36.59万 | 0.00% | 16,000 | 16,000 | — | $36.59万 | 新建仓 |
| MRSH | Marsh & McLennan Companies, Inc. | $34.78万 | 0.00% | 2,087 | 0 | 0.0% | — | 不变 |
| CHDN | Churchill Downs Inc | $34.55万 | 0.00% | 3,854 | -1,048 | -21.4% | -$9.39万 | 减仓 |
| CALX | Calix Inc. | $33.21万 | 0.00% | 8,898 | -1,635,391 | -99.5% | -$6,103.27万 | 减仓 |
| YETI | Yeti Holdings Inc | $32.07万 | 0.00% | 6,470 | -1,394,970 | -99.5% | -$6,913.47万 | 减仓 |
| — | JP Morgan Trust I HEDGED EQUITY I | $31.95万 | 0.00% | 9,225 | 11 | 0.1% | $381 | 加仓 |
| TXRH | Texas Roadhouse Inc | $31.52万 | 0.00% | 1,631 | -190,962 | -99.2% | -$3,689.96万 | 减仓 |
| QQQ | Invesco QQQ Trust, Series 1 UNIT SER 1 | $29.11万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| P | Everpure Inc. | $28.44万 | 0.00% | 3,610 | -214,923 | -98.3% | -$1,693.38万 | 减仓 |
| UNH | UnitedHealth Group Inc. | $27.84万 | 0.00% | 670 | -279 | -29.4% | -$11.59万 | 减仓 |
| CPRT | Copart Inc | $27.00万 | 0.00% | 9,578 | -6,707 | -41.2% | -$18.91万 | 减仓 |
| NOC | Northrop Grumman Corporation | $26.88万 | 0.00% | 528 | 2 | 0.4% | $1,018 | 加仓 |
| LOW | Lowes Companies, Inc. | $26.68万 | 0.00% | 1,210 | 0 | 0.0% | — | 不变 |
| COO | The Cooper Companies, Inc. | $26.45万 | 0.00% | 3,688 | -238,407 | -98.5% | -$1,709.63万 | 减仓 |
| BR | Broadridge Financial Solutions Inc. | $25.41万 | 0.00% | 1,856 | -76,531 | -97.6% | -$1,047.87万 | 减仓 |
| XAR | SPDR Series Trust STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $24.35万 | 0.00% | 858 | 858 | — | $24.35万 | 新建仓 |
| FLEX | Flex Ltd. | $24.31万 | 0.00% | 1,500 | 1,500 | — | $24.31万 | 新建仓 |
| SFM | Sprouts Farmers Markets Inc | $24.21万 | 0.00% | 2,862 | -3,636 | -56.0% | -$30.75万 | 减仓 |
| SAIA | Saia Inc | $24.05万 | 0.00% | 571 | -154 | -21.2% | -$6.49万 | 减仓 |
| AJG | Gallagher Aj &Co | $22.59万 | 0.00% | 984 | -1,190 | -54.7% | -$27.32万 | 减仓 |
| SCCO | Southern Copper Corporation | $22.38万 | 0.00% | 1,284 | -1,230 | -48.9% | -$21.43万 | 减仓 |
| TSCO | Tractor Supply Co | $21.83万 | 0.00% | 6,906 | -882,121 | -99.2% | -$2,788.29万 | 减仓 |
| ODFL | Old Dominion Freight Line Inc. | $21.69万 | 0.00% | 1,002 | 1,002 | — | $21.69万 | 新建仓 |
| ROP | Roper Technologies Inc | $21.23万 | 0.00% | 627 | -403 | -39.1% | -$13.64万 | 减仓 |
| VRTX | Vertex Pharmaceuticals Incorporated | $20.32万 | 0.00% | 409 | -203 | -33.2% | -$10.08万 | 减仓 |
| ICE | Intercontinental Exchange Inc | $20.07万 | 0.00% | 1,630 | -350 | -17.7% | -$4.31万 | 减仓 |
| — | Oroco Resources Co | $5,564 | 0.00% | 21,675 | 0 | 0.0% | — | 不变 |
| DT | Dynatrace Inc | $0 | 0.00% | 0 | -1,808,854 | -100.0% | -$6,689.14万 | 清仓 |
| HLI | Houlihan Lokey Inc. | $0 | 0.00% | 0 | -232,980 | -100.0% | -$3,346.06万 | 清仓 |
| GWRE | Guidewire Software Inc | $0 | 0.00% | 0 | -202,874 | -100.0% | -$3,034.18万 | 清仓 |
| PBH | Prestige Consumer Healthcare Inc | $0 | 0.00% | 0 | -450,200 | -100.0% | -$2,668.34万 | 清仓 |
| PTC | PTC Inc | $0 | 0.00% | 0 | -172,771 | -100.0% | -$2,461.81万 | 清仓 |
| AZTA | Azenta Inc | $0 | 0.00% | 0 | -1,145,635 | -100.0% | -$2,420.73万 | 清仓 |
| PODD | Insulet Corporation | $0 | 0.00% | 0 | -105,228 | -100.0% | -$2,208.10万 | 清仓 |
| IESC | IES Holdings Inc. | $0 | 0.00% | 0 | -43,513 | -100.0% | -$2,073.26万 | 清仓 |
| KNSL | Kinsale Capital Group Inc | $0 | 0.00% | 0 | -41,883 | -100.0% | -$1,430.97万 | 清仓 |
| MORN | Morningstar Inc | $0 | 0.00% | 0 | -77,405 | -100.0% | -$1,308.53万 | 清仓 |
| POOL | Pool Corporation | $0 | 0.00% | 0 | -53,196 | -100.0% | -$1,076.31万 | 清仓 |
| SPSC | SPS Commerce Inc | $0 | 0.00% | 0 | -174,758 | -100.0% | -$972.88万 | 清仓 |
| PRAX | Praxis Precision Medicines Inc | $0 | 0.00% | 0 | -24,839 | -100.0% | -$800.29万 | 清仓 |
| FSV | FirstService Corp. | $0 | 0.00% | 0 | -43,743 | -100.0% | -$607.77万 | 清仓 |
| — | Arcellx Inc | $0 | 0.00% | 0 | -47,551 | -100.0% | -$545.98万 | 清仓 |
| CWST | Casella Waste Systems, Inc. | $0 | 0.00% | 0 | -64,938 | -100.0% | -$515.22万 | 清仓 |
| MQ | Marqeta Inc | $0 | 0.00% | 0 | -1,260,214 | -100.0% | -$514.17万 | 清仓 |
| AIR | AAR Corp. | $0 | 0.00% | 0 | -46,692 | -100.0% | -$511.09万 | 清仓 |
| EFOR | Asgn Incorporated | $0 | 0.00% | 0 | -125,326 | -100.0% | -$485.14万 | 清仓 |
| LGN | Legence Corp. | $0 | 0.00% | 0 | -85,794 | -100.0% | -$484.39万 | 清仓 |
| AORT | Artivion Inc | $0 | 0.00% | 0 | -127,103 | -100.0% | -$465.45万 | 清仓 |
| HL | Hecla Mining Company | $0 | 0.00% | 0 | -206,892 | -100.0% | -$385.44万 | 清仓 |
| ACAD | Acadia Pharmaceuticals Inc | $0 | 0.00% | 0 | -160,794 | -100.0% | -$357.93万 | 清仓 |
| CDNL | Cardinal Infrastructure Group Inc. | $0 | 0.00% | 0 | -87,372 | -100.0% | -$346.47万 | 清仓 |
| LRN | Stride Inc | $0 | 0.00% | 0 | -36,138 | -100.0% | -$318.63万 | 清仓 |