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 |
|---|---|---|---|---|---|---|---|---|
| — | JP Morgan Trust I HEDGED EQUITY I | $30.94万 | 0.00% | 9,214 | 9 | 0.1% | $302 | 加仓 |
| — | Thermon Group Holdings Inc | $30.74万 | 0.00% | 6,100 | 0 | 0.0% | — | 不变 |
| BOX | Box Inc. | $30.31万 | 0.00% | 12,821 | -1,842,288 | -99.3% | -$4,355.16万 | 减仓 |
| IONS | Ionis Pharmaceuticals, Inc. | $29.63万 | 0.00% | 3,946 | 3,946 | — | $29.63万 | 新建仓 |
| LOW | Lowes Companies, Inc. | $28.59万 | 0.00% | 1,210 | 0 | 0.0% | — | 不变 |
| COHR | Coherent Corp | $28.59万 | 0.00% | 1,200 | 1,200 | — | $28.59万 | 新建仓 |
| VRTX | Vertex Pharmaceuticals Incorporated | $27.33万 | 0.00% | 612 | -325 | -34.7% | -$14.51万 | 减仓 |
| PNC | PNC Financial Services Group Inc. | $26.63万 | 0.00% | 1,280 | 0 | 0.0% | — | 不变 |
| IJT | iShares Trust S&P SML 600 GWT | $26.44万 | 0.00% | 1,827 | -1,654 | -47.5% | -$23.94万 | 减仓 |
| UNH | UnitedHealth Group Inc. | $25.67万 | 0.00% | 949 | -498 | -34.4% | -$13.47万 | 减仓 |
| SAIA | Saia Inc | $25.47万 | 0.00% | 725 | -185 | -20.3% | -$6.50万 | 减仓 |
| ONTO | Onto Innovation Inc. | $23.69万 | 0.00% | 1,155 | -205 | -15.1% | -$4.20万 | 减仓 |
| SEI | Solaris Energy Infrastructure Inc | $23.43万 | 0.00% | 4,147 | 4,147 | — | $23.43万 | 新建仓 |
| QQQ | Invesco QQQ Trust, Series 1 UNIT SER 1 | $22.82万 | 0.00% | 395 | -9 | -2.2% | -$5,199 | 减仓 |
| ABT | Abbott Laboratories | $21.58万 | 0.00% | 2,102 | 0 | 0.0% | — | 不变 |
| CNI | Canadian National Railway Company | $21.02万 | 0.00% | 2,045 | 0 | 0.0% | — | 不变 |
| — | Oroco Resources Co | $5,729 | 0.00% | 21,675 | 0 | 0.0% | — | 不变 |
| — | Cyberark Software Ltd. | $0 | 0.00% | 0 | -133,851 | -100.0% | -$5,970.58万 | 清仓 |
| BRO | Brown & Brown Inc | $0 | 0.00% | 0 | -580,610 | -100.0% | -$4,627.46万 | 清仓 |
| PINS | Pinterest Inc | $0 | 0.00% | 0 | -1,308,393 | -100.0% | -$3,387.43万 | 清仓 |
| — | Clearwater Analytics Holdings Inc | $0 | 0.00% | 0 | -839,499 | -100.0% | -$2,024.87万 | 清仓 |
| DUOL | Duolingo Inc | $0 | 0.00% | 0 | -61,711 | -100.0% | -$1,083.03万 | 清仓 |
| TRMB | Trimble Inc | $0 | 0.00% | 0 | -136,427 | -100.0% | -$1,068.91万 | 清仓 |
| HQY | Healthequity Inc | $0 | 0.00% | 0 | -101,816 | -100.0% | -$932.74万 | 清仓 |
| WDAY | Workday Inc | $0 | 0.00% | 0 | -40,658 | -100.0% | -$873.25万 | 清仓 |
| — | Potlatchdeltic Corp. | $0 | 0.00% | 0 | -157,700 | -100.0% | -$627.33万 | 清仓 |
| — | Dynavax Technologies Corp. | $0 | 0.00% | 0 | -233,009 | -100.0% | -$358.37万 | 清仓 |
| ROK | Rockwell Automation, Inc. | $0 | 0.00% | 0 | -2,322 | -100.0% | -$90.34万 | 清仓 |
| BAH | Booz Allen Hamilton Holding Corp. | $0 | 0.00% | 0 | -9,345 | -100.0% | -$78.83万 | 清仓 |
| MTD | Mettler-Toledo International Inc | $0 | 0.00% | 0 | -217 | -100.0% | -$30.25万 | 清仓 |
| QLYS | Qualys Inc | $0 | 0.00% | 0 | -2,131 | -100.0% | -$28.32万 | 清仓 |
| HPQ | HP Inc | $0 | 0.00% | 0 | -12,105 | -100.0% | -$26.97万 | 清仓 |
| CRM | Salesforce Inc. | $0 | 0.00% | 0 | -938 | -100.0% | -$24.84万 | 清仓 |
| SSD | Simpson Manufacturing Co Inc. | $0 | 0.00% | 0 | -1,538 | -100.0% | -$24.83万 | 清仓 |
| COIN | Coinbase Global Inc | $0 | 0.00% | 0 | -1,070 | -100.0% | -$24.20万 | 清仓 |
| WSM | Williams-Sonoma Inc. | $0 | 0.00% | 0 | -1,283 | -100.0% | -$22.91万 | 清仓 |
| WTS | Watts Water Technologies Inc. | $0 | 0.00% | 0 | -816 | -100.0% | -$22.53万 | 清仓 |
| DHR | Danaher Corporation | $0 | 0.00% | 0 | -980 | -100.0% | -$22.43万 | 清仓 |
| A | Agilent Technologies Inc. | $0 | 0.00% | 0 | -1,643 | -100.0% | -$22.36万 | 清仓 |
| XLY | Select Sector Spdr Trust STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -1,776 | -100.0% | -$21.21万 | 清仓 |
| VRSK | Verisk Analytics, Inc. | $0 | 0.00% | 0 | -925 | -100.0% | -$20.69万 | 清仓 |