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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | $4.38亿 | 3.14% | 2,510,028 | -27,044 | -1.1% | -$471.65万 | 减仓 |
| AAPL | Apple Inc. | $4.14亿 | 2.97% | 1,631,485 | -12,072 | -0.7% | -$306.38万 | 减仓 |
| GOOGL | Alphabet Inc. | $3.03亿 | 2.17% | 1,054,554 | -11,960 | -1.1% | -$343.92万 | 减仓 |
| MSFT | Microsoft Corp. | $2.36亿 | 1.69% | 638,107 | -4,999 | -0.8% | -$185.05万 | 减仓 |
| AVGO | Broadcom Inc | $2.35亿 | 1.68% | 757,731 | 26,381 | 3.6% | $816.52万 | 加仓 |
| COST | Costco Wholesale Corporation | $2.15亿 | 1.54% | 216,024 | -1,451 | -0.7% | -$144.58万 | 减仓 |
| ANET | Arista Networks Inc | $2.13亿 | 1.52% | 1,732,854 | -25,449 | -1.4% | -$312.46万 | 减仓 |
| STRL | Sterling Infrastructure Inc | $2.02亿 | 1.45% | 497,098 | 27,898 | 5.9% | $1,136.20万 | 加仓 |
| TJX | The TJX Companies Inc. | $1.92亿 | 1.38% | 1,203,988 | -19,000 | -1.6% | -$303.43万 | 减仓 |
| AMZN | Amazon.com, Inc. | $1.88亿 | 1.35% | 903,120 | -4,182 | -0.5% | -$87.10万 | 减仓 |
| HWM | Howmet Aerospace Inc | $1.84亿 | 1.32% | 796,404 | -9,613 | -1.2% | -$221.54万 | 减仓 |
| ETN | Eaton Corporation PLC | $1.80亿 | 1.29% | 503,728 | -4,402 | -0.9% | -$157.45万 | 减仓 |
| META | Meta Platforms Inc | $1.74亿 | 1.25% | 303,914 | -1,611 | -0.5% | -$92.17万 | 减仓 |
| GEV | GE Vernova Inc. | $1.74亿 | 1.24% | 198,825 | 7,163 | 3.7% | $625.26万 | 加仓 |
| V | Visa Inc | $1.70亿 | 1.22% | 562,093 | -5,615 | -1.0% | -$169.71万 | 减仓 |
| GS | Goldman Sachs Group, Inc. | $1.60亿 | 1.15% | 189,415 | -66,900 | -26.1% | -$5,659.67万 | 减仓 |
| CW | Curtiss-Wright Corp. | $1.55亿 | 1.11% | 227,835 | -42,050 | -15.6% | -$2,864.11万 | 减仓 |
| WELL | Welltower Inc. | $1.48亿 | 1.06% | 750,200 | -3,130 | -0.4% | -$61.88万 | 减仓 |
| TKO | TKO Group Holdings Inc. | $1.47亿 | 1.05% | 727,806 | 180,876 | 33.1% | $3,647.36万 | 加仓 |
| ISRG | Intuitive Surgical Inc. | $1.44亿 | 1.03% | 312,410 | -2,121 | -0.7% | -$97.78万 | 减仓 |
| PH | Parker-Hannifin Corp. | $1.43亿 | 1.02% | 159,176 | -27,185 | -14.6% | -$2,433.71万 | 减仓 |
| MOD | Modine Manufacturing Co. | $1.41亿 | 1.01% | 650,673 | 81,820 | 14.4% | $1,773.12万 | 加仓 |
| ORLY | O'Reilly Automotive Inc. | $1.41亿 | 1.01% | 1,524,657 | -12,456 | -0.8% | -$114.98万 | 减仓 |
| MLM | Martin Marietta Materials Inc | $1.40亿 | 1.00% | 237,971 | -1,663 | -0.7% | -$97.90万 | 减仓 |
| NVT | NVent Electric PLC | $1.33亿 | 0.95% | 1,121,791 | -35,208 | -3.0% | -$416.44万 | 减仓 |
| WMB | Williams Companies Inc. (The) | $1.32亿 | 0.95% | 1,819,871 | -25,097 | -1.4% | -$182.66万 | 减仓 |
| ECL | Ecolab Inc. | $1.26亿 | 0.90% | 474,438 | -7,794 | -1.6% | -$207.34万 | 减仓 |
| APH | Amphenol Corporation | $1.22亿 | 0.88% | 967,292 | 4,731 | 0.5% | $59.78万 | 加仓 |
| MOG/A | Moog Inc. | $1.18亿 | 0.84% | 402,562 | 36,154 | 9.9% | $1,058.01万 | 加仓 |
| PRIM | Primoris Services Corp. | $1.17亿 | 0.84% | 818,096 | 2,826 | 0.3% | $40.42万 | 加仓 |
| IDCC | InterDigital, Inc. | $1.17亿 | 0.84% | 386,013 | 34,817 | 9.9% | $1,051.47万 | 加仓 |
| RMBS | Rambus Inc. | $1.10亿 | 0.79% | 1,275,978 | -134,637 | -9.5% | -$1,158.28万 | 减仓 |
| ASML | ASML Holding N.V. | $1.09亿 | 0.78% | 82,626 | 69,686 | 538.5% | $9,204.28万 | 加仓 |
| NOVT | Novanta Inc | $1.07亿 | 0.77% | 909,710 | 297,732 | 48.7% | $3,516.51万 | 加仓 |
| HLT | Hilton Worldwide Holdings Inc | $1.07亿 | 0.77% | 352,636 | 352,636 | — | $1.07亿 | 新建仓 |
| BOOT | Boot Barn Holdings Inc | $1.05亿 | 0.75% | 717,574 | 95,161 | 15.3% | $1,392.78万 | 加仓 |
| PEN | Penumbra Inc. | $1.04亿 | 0.75% | 317,337 | -65,013 | -17.0% | -$2,134.83万 | 减仓 |
| NVMI | Nova Ltd | $1.04亿 | 0.75% | 239,708 | -51,567 | -17.7% | -$2,239.45万 | 减仓 |
| BSX | Boston Scientific Corporation | $1.02亿 | 0.73% | 1,629,485 | -20,473 | -1.2% | -$128.47万 | 减仓 |
| UFPT | UFP Technologies Inc. | $1.01亿 | 0.73% | 523,438 | 82,316 | 18.7% | $1,593.64万 | 加仓 |
| LGND | Ligand Pharmaceuticals Incorporated | $1.01亿 | 0.72% | 504,637 | 24,574 | 5.1% | $490.62万 | 加仓 |
| UBER | Uber Technologies Inc | $1.00亿 | 0.72% | 1,396,539 | -39,731 | -2.8% | -$285.79万 | 减仓 |
| NPO | Enpro Inc | $9,986.68万 | 0.72% | 398,431 | 22,159 | 5.9% | $555.42万 | 加仓 |
| TMO | Thermo Fisher Scientific Inc | $9,844.78万 | 0.71% | 200,288 | -8,690 | -4.2% | -$427.14万 | 减仓 |
| LLY | Eli Lilly & Co. | $9,575.00万 | 0.69% | 104,102 | 90,285 | 653.4% | $8,304.15万 | 加仓 |
| ALNY | Alnylam Pharmaceuticals Inc. | $9,454.25万 | 0.68% | 285,739 | 16,500 | 6.1% | $545.94万 | 加仓 |
| RGEN | Repligen Corporation | $9,400.47万 | 0.67% | 797,867 | 51,561 | 6.9% | $607.49万 | 加仓 |
| SHOP | Shopify Inc | $9,394.58万 | 0.67% | 791,990 | -10,326 | -1.3% | -$122.49万 | 减仓 |
| IDXX | IDEXX Laboratories Inc. | $9,365.92万 | 0.67% | 166,686 | 12,778 | 8.3% | $717.98万 | 加仓 |
| PWR | Quanta Services, Inc. | $9,343.87万 | 0.67% | 170,192 | -7,492 | -4.2% | -$411.33万 | 减仓 |
| MCO | Moodys Corp. | $9,306.57万 | 0.67% | 213,331 | -4,398 | -2.0% | -$191.86万 | 减仓 |
| MPWR | Monolithic Power Systems Inc. | $9,112.29万 | 0.65% | 83,343 | -7,343 | -8.1% | -$802.85万 | 减仓 |
| LMAT | Lemaitre Vascular Inc. | $9,110.55万 | 0.65% | 834,529 | 102,198 | 14.0% | $1,115.70万 | 加仓 |
| EAT | Brinker International, Inc. | $8,790.81万 | 0.63% | 615,732 | 54,707 | 9.8% | $781.05万 | 加仓 |
| CASY | Casey'S General Stores Inc. | $8,638.94万 | 0.62% | 118,690 | -11,011 | -8.5% | -$801.44万 | 减仓 |
| ABCB | Ameris Bancorp | $8,547.44万 | 0.61% | 1,095,966 | 99,180 | 9.9% | $773.50万 | 加仓 |
| NOW | Servicenow Inc | $8,529.93万 | 0.61% | 815,871 | -31,606 | -3.7% | -$330.44万 | 减仓 |
| PJT | PJT Partners Inc. | $8,444.01万 | 0.61% | 604,352 | 20,426 | 3.5% | $285.39万 | 加仓 |
| KEX | Kirby Corp | $8,312.20万 | 0.60% | 625,542 | 95,640 | 18.0% | $1,270.86万 | 加仓 |
| HALO | Halozyme Therapeutics Inc | $8,276.47万 | 0.59% | 1,280,592 | -21,588 | -1.7% | -$139.52万 | 减仓 |
| EME | Emcor Group Inc | $8,136.74万 | 0.58% | 110,208 | -48,050 | -30.4% | -$3,547.57万 | 减仓 |
| LIVN | LivaNova PLC | $8,102.76万 | 0.58% | 1,274,820 | 1,274,820 | — | $8,102.76万 | 新建仓 |
| CALX | Calix Inc. | $8,055.37万 | 0.58% | 1,644,289 | 196,744 | 13.6% | $963.85万 | 加仓 |
| TPR | Tapestry Inc | $8,023.03万 | 0.57% | 568,566 | -41,771 | -6.8% | -$589.43万 | 减仓 |
| AUB | Atlantic Union Bankshares Corp | $8,012.46万 | 0.57% | 2,241,874 | 276,925 | 14.1% | $989.73万 | 加仓 |
| OLLI | Ollies Bargain Outlet Holdings Inc. | $7,990.82万 | 0.57% | 868,190 | -11,130 | -1.3% | -$102.44万 | 减仓 |
| UTI | Universal Technical Institute, Inc. | $7,772.25万 | 0.56% | 2,152,978 | 458,805 | 27.1% | $1,656.29万 | 加仓 |
| SKY | Champion Homes Inc. | $7,741.08万 | 0.55% | 1,040,888 | 91,339 | 9.6% | $679.29万 | 加仓 |
| FIX | Comfort Systems USA Inc. | $7,610.96万 | 0.55% | 55,192 | -27,146 | -33.0% | -$3,743.43万 | 减仓 |
| BCPC | Balchem Corp | $7,555.63万 | 0.54% | 445,813 | 67,067 | 17.7% | $1,136.65万 | 加仓 |
| ACIW | ACI Worldwide Inc | $7,520.45万 | 0.54% | 1,833,808 | 442,683 | 31.8% | $1,815.44万 | 加仓 |
| MDB | MongoDB Inc. | $7,389.53万 | 0.53% | 301,897 | 201,203 | 199.8% | $4,924.85万 | 加仓 |
| SXT | Sensient Technologies Corp | $7,338.41万 | 0.53% | 848,960 | 114,387 | 15.6% | $988.76万 | 加仓 |
| TGTX | TG Therapeutics Inc | $7,202.37万 | 0.52% | 2,168,081 | 245,671 | 12.8% | $816.12万 | 加仓 |
| CARG | Cargurus Inc | $7,186.38万 | 0.52% | 2,110,537 | 152,393 | 7.8% | $518.90万 | 加仓 |
| AVAV | AeroVironment, Inc. | $7,184.86万 | 0.51% | 392,508 | 82,334 | 26.5% | $1,507.12万 | 加仓 |
| JBTM | JBT Marel Corp. | $7,127.19万 | 0.51% | 557,378 | 64,239 | 13.0% | $821.42万 | 加仓 |
| MMSI | Merit Medical Systems Inc. | $7,094.61万 | 0.51% | 1,029,249 | 171,610 | 20.0% | $1,182.91万 | 加仓 |
| PLTR | Palantir Technologies Inc | $7,090.40万 | 0.51% | 484,714 | 122,521 | 33.8% | $1,792.24万 | 加仓 |
| FSS | Federal Signal Corp. | $6,946.48万 | 0.50% | 642,360 | 90,804 | 16.5% | $981.95万 | 加仓 |
| RJF | Raymond James Financial Inc. | $6,825.25万 | 0.49% | 471,389 | -42,925 | -8.3% | -$621.51万 | 减仓 |
| CR | Crane Co. | $6,705.26万 | 0.48% | 392,121 | -31,882 | -7.5% | -$545.18万 | 减仓 |
| AEIS | Advanced Energy Industries, Inc. | $6,692.08万 | 0.48% | 207,371 | -19,511 | -8.6% | -$629.64万 | 减仓 |
| DT | Dynatrace Inc | $6,689.14万 | 0.48% | 1,808,854 | -807,248 | -30.9% | -$2,985.20万 | 减仓 |
| CSW | CSW Industrials Inc. | $6,575.69万 | 0.47% | 252,348 | 30,898 | 14.0% | $805.14万 | 加仓 |
| IBKR | Interactive Brokers Group Inc | $6,516.05万 | 0.47% | 971,529 | 867,934 | 837.8% | $5,821.23万 | 加仓 |
| VIK | Viking Holdings Ltd. | $6,226.11万 | 0.45% | 847,321 | -72,887 | -7.9% | -$535.57万 | 减仓 |
| CVLT | Commvault Systems Inc. | $5,986.98万 | 0.43% | 768,646 | 125,137 | 19.4% | $974.69万 | 加仓 |
| HEI | Heico Corp | $5,766.44万 | 0.41% | 210,300 | -12,997 | -5.8% | -$356.38万 | 减仓 |
| IMAX | IMAX Corporation | $5,740.94万 | 0.41% | 1,510,375 | 1,510,375 | — | $5,740.94万 | 新建仓 |
| KRMN | Karman Holdings Inc. | $5,661.10万 | 0.41% | 707,196 | 376,298 | 113.7% | $3,012.27万 | 加仓 |
| NET | Cloudflare Inc | $5,648.68万 | 0.40% | 273,756 | -70,216 | -20.4% | -$1,448.84万 | 减仓 |
| CXT | Crane NXT Co | $5,564.07万 | 0.40% | 1,370,798 | 153,969 | 12.7% | $624.96万 | 加仓 |
| YETI | Yeti Holdings Inc | $5,127.87万 | 0.37% | 1,401,440 | 108,276 | 8.4% | $396.18万 | 加仓 |
| FAST | Fastenal Co. | $4,982.41万 | 0.36% | 1,073,795 | -103,056 | -8.8% | -$478.18万 | 减仓 |
| VCEL | Vericel Corporation | $4,847.76万 | 0.35% | 1,506,918 | -157,660 | -9.5% | -$507.19万 | 减仓 |
| APG | API Group Corp | $4,787.48万 | 0.34% | 1,181,511 | -116,584 | -9.0% | -$472.40万 | 减仓 |
| FROG | JFrog Ltd | $4,753.34万 | 0.34% | 1,012,858 | 1,012,858 | — | $4,753.34万 | 新建仓 |
| ROST | Ross Stores Inc | $4,743.47万 | 0.34% | 218,966 | -10,446 | -4.6% | -$226.29万 | 减仓 |
| IWF | iShares Trust RUS 1000 GRW ETF | $4,704.64万 | 0.34% | 110,334 | 33,677 | 43.9% | $1,435.99万 | 加仓 |