VICTORY CAPITAL MANAGEMENT INC
San Antonio TX · SEC CIK 0001040188
$1,783.40亿2026Q2 申报市值
2,481持仓数
19.8%前十大占比 · 第一大 3.9%
159 / 106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
TSLA 加仓+$4.84亿
STT 加仓+$4.29亿
NVDA 加仓+$4.14亿
UPS 加仓+$3.45亿
NRG 加仓+$3.45亿
2026Q2 卖出最多 按季末市值估算
TFC 减仓-$5.60亿
DD 减仓-$5.33亿
AMD 减仓-$4.46亿
PWR 减仓-$4.18亿
DELL 减仓-$3.73亿
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 |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG | $463.26万 | 0.00% | 29,560 | -5,872 | -16.6% | -$92.03万 | 减仓 |
| IMTM | ISHARES TR | $466.57万 | 0.00% | 87,487 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC | $467.39万 | 0.00% | 39,442 | 8,056 | 25.7% | $95.46万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $467.75万 | 0.00% | 80,162 | -825 | -1.0% | -$4.81万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $468.62万 | 0.00% | 85,297 | -62,678 | -42.4% | -$344.35万 | 减仓 |
| MAN | MANPOWERGROUP INC WIS | $469.84万 | 0.00% | 139,130 | 4,126 | 3.1% | $13.93万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $471.58万 | 0.00% | 497,443 | 227,469 | 84.3% | $215.64万 | 加仓 |
| ALB | ALBEMARLE CORP | $472.44万 | 0.00% | 34,988 | -39,664 | -53.1% | -$535.58万 | 减仓 |
| INVH | INVITATION HOMES INC | $475.05万 | 0.00% | 157,249 | -6,605 | -4.0% | -$19.95万 | 减仓 |
| MCRI | MONARCH CASINO & RESORT INC | $476.80万 | 0.00% | 36,228 | 2,354 | 6.9% | $30.98万 | 加仓 |
| SITM | SITIME CORP | $478.87万 | 0.00% | 6,423 | 2,932 | 84.0% | $218.60万 | 加仓 |
| INSP | INSPIRE MED SYS INC | $480.26万 | 0.00% | 107,657 | 43,397 | 67.5% | $193.59万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $487.33万 | 0.00% | 47,369 | 1,958 | 4.3% | $20.14万 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $487.36万 | 0.00% | 152,585 | 137,355 | 901.9% | $438.71万 | 加仓 |
| IQLT | ISHARES TR | $488.40万 | 0.00% | 98,568 | 0 | 0.0% | — | 不变 |
| ATRO | ASTRONICS CORP | $493.16万 | 0.00% | 60,689 | 16,020 | 35.9% | $130.18万 | 加仓 |
| ETSY | ETSY INC | $493.31万 | 0.00% | 65,487 | -13,872 | -17.5% | -$104.50万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $494.15万 | 0.00% | 154,182 | -568 | -0.4% | -$1.82万 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $494.53万 | 0.00% | 72,005 | 3,135 | 4.6% | $21.53万 | 加仓 |
| PATH | UIPATH INC | $494.84万 | 0.00% | 455,230 | 128,515 | 39.3% | $139.70万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $495.98万 | 0.00% | 79,192 | 48,225 | 155.7% | $302.03万 | 加仓 |
| NUTX | NUTEX HEALTH INC | $498.83万 | 0.00% | 29,190 | -15,944 | -35.3% | -$272.47万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $502.81万 | 0.00% | 129,925 | 20,506 | 18.7% | $79.36万 | 加仓 |
| VRRM | VERRA MOBILITY CORP | $507.20万 | 0.00% | 1,193,402 | 1,141,484 | 2,198.6% | $485.13万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $507.54万 | 0.00% | 15,160 | 1,028 | 7.3% | $34.42万 | 加仓 |
| TRU | TRANSUNION | $508.89万 | 0.00% | 70,542 | -12,263 | -14.8% | -$88.47万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $509.28万 | 0.00% | 63,875 | -34,482 | -35.1% | -$274.92万 | 减仓 |
| CUBE | CUBESMART | $510.75万 | 0.00% | 128,425 | -340 | -0.3% | -$1.35万 | 减仓 |
| CROX | CROCS INC | $510.83万 | 0.00% | 42,343 | -26,988 | -38.9% | -$325.58万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $511.04万 | 0.00% | 64,730 | -3,098,565 | -98.0% | -$2.45亿 | 减仓 |
| VICR | VICOR CORP | $517.75万 | 0.00% | 13,633 | -9,049 | -39.9% | -$343.66万 | 减仓 |
| GLIBK | LIBERTY CAP CORP | $517.82万 | 0.00% | 240,175 | 240,175 | — | $517.82万 | 新建仓 |
| AES | AES CORP | $518.08万 | 0.00% | 353,399 | 81,406 | 29.9% | $119.34万 | 加仓 |
| LQDT | LIQUIDITY SVCS INC | $521.56万 | 0.00% | 133,324 | -3,933 | -2.9% | -$15.39万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $523.05万 | 0.00% | 65,967 | -42,777 | -39.3% | -$339.18万 | 减仓 |
| TRIP | TRIPADVISOR INC | $526.40万 | 0.00% | 383,956 | -67,363 | -14.9% | -$92.35万 | 减仓 |
| DAN | DANA INC | $527.22万 | 0.00% | 193,760 | -53,094 | -21.5% | -$144.47万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $529.50万 | 0.00% | 246,968 | -10,862 | -4.2% | -$23.29万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $529.80万 | 0.00% | 180,635 | 10,257 | 6.0% | $30.08万 | 加仓 |
| ELF | E L F BEAUTY INC | $534.32万 | 0.00% | 72,206 | -9,410 | -11.5% | -$69.63万 | 减仓 |
| SEB | SEABOARD CORP DEL | $536.17万 | 0.00% | 1,201 | -72 | -5.7% | -$32.14万 | 减仓 |
| WULF | TERAWULF INC | $536.95万 | 0.00% | 217,389 | 49,628 | 29.6% | $122.58万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $540.17万 | 0.00% | 221,018 | 21,010 | 10.5% | $51.35万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $542.14万 | 0.00% | 79,962 | -24,875 | -23.7% | -$168.65万 | 减仓 |
| BMI | BADGER METER INC | $542.43万 | 0.00% | 36,557 | -23,027 | -38.6% | -$341.67万 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $542.48万 | 0.00% | 128,854 | 3,807 | 3.0% | $16.03万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $543.22万 | 0.00% | 214,712 | 71,243 | 49.7% | $180.24万 | 加仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $544.53万 | 0.00% | 333,045 | 85,190 | 34.4% | $139.29万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $545.53万 | 0.00% | 227,400 | 186,443 | 455.2% | $447.28万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $545.60万 | 0.00% | 104,581 | -217,238 | -67.5% | -$1,133.33万 | 减仓 |
| PAYO | PAYONEER GLOBAL INC | $546.41万 | 0.00% | 767,432 | -718,707 | -48.4% | -$511.72万 | 减仓 |
| NSIT | INSIGHT ENTERPRISES INC | $550.52万 | 0.00% | 45,199 | 4,674 | 11.5% | $56.93万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $552.51万 | 0.00% | 176,748 | 123,947 | 234.7% | $387.46万 | 加仓 |
| PCRX | PACIRA BIOSCIENCES INC | $556.25万 | 0.00% | 219,254 | -15,836 | -6.7% | -$40.18万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $560.05万 | 0.00% | 125,038 | 29,191 | 30.5% | $130.75万 | 加仓 |
| SLVM | SYLVAMO CORP | $560.80万 | 0.00% | 148,359 | -8,483 | -5.4% | -$32.07万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $563.38万 | 0.00% | 63,401 | 45,947 | 263.2% | $408.29万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $564.19万 | 0.00% | 151,380 | -5,890 | -3.7% | -$21.95万 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $564.48万 | 0.00% | 91,075 | 5,948 | 7.0% | $36.87万 | 加仓 |
| LZ | LEGALZOOM COM INC | $565.91万 | 0.00% | 923,181 | -98,156 | -9.6% | -$60.17万 | 减仓 |
| APOG | APOGEE ENTERPRISES INC | $567.56万 | 0.00% | 124,085 | 4,647 | 3.9% | $21.26万 | 加仓 |
| DDS | DILLARDS INC | $568.10万 | 0.00% | 10,751 | -4,481 | -29.4% | -$236.78万 | 减仓 |
| BLKB | BLACKBAUD INC | $568.79万 | 0.00% | 192,028 | 120,427 | 168.2% | $356.70万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $571.77万 | 0.00% | 63,523 | 9,966 | 18.6% | $89.70万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $572.94万 | 0.00% | 66,443 | -16,892 | -20.3% | -$145.66万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $574.58万 | 0.00% | 40,296 | 11,617 | 40.5% | $165.65万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $575.08万 | 0.00% | 78,573 | -221,177 | -73.8% | -$1,618.79万 | 减仓 |
| PTC | PTC INC | $575.23万 | 0.00% | 50,632 | -8,386 | -14.2% | -$95.27万 | 减仓 |
| BH/A | BIGLARI HLDGS INC | $577.73万 | 0.00% | 2,745 | 768 | 38.8% | $161.64万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $585.15万 | 0.00% | 172,663 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $586.23万 | 0.00% | 274,967 | -7,169 | -2.5% | -$15.28万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $586.80万 | 0.00% | 33,913 | 315 | 0.9% | $5.45万 | 加仓 |
| — | ALPHABET INC | $589.20万 | 0.00% | 117,138 | 117,138 | — | $589.20万 | 新建仓 |
| ACWI | ISHARES TR | $592.01万 | 0.00% | 37,715 | -4,155 | -9.9% | -$65.22万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $592.23万 | 0.00% | 173,065 | 27,619 | 19.0% | $94.51万 | 加仓 |
| — | ALPHABET INC | $596.93万 | 0.00% | 117,299 | 117,299 | — | $596.93万 | 新建仓 |
| MLKN | MILLERKNOLL INC | $597.71万 | 0.00% | 292,134 | 11,815 | 4.2% | $24.17万 | 加仓 |
| SJM | SMUCKER J M CO | $600.51万 | 0.00% | 53,379 | 19,350 | 56.9% | $217.69万 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $600.66万 | 0.00% | 245,567 | -41,934 | -14.6% | -$102.57万 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $601.46万 | 0.00% | 79,191 | 1,807 | 2.3% | $13.72万 | 加仓 |
| UPWK | UPWORK INC | $603.23万 | 0.00% | 721,562 | 277,403 | 62.5% | $231.91万 | 加仓 |
| CHWY | CHEWY INC | $607.12万 | 0.00% | 308,968 | 53,147 | 20.8% | $104.43万 | 加仓 |
| W | WAYFAIR INC | $607.59万 | 0.00% | 65,742 | -46,569 | -41.5% | -$430.39万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $608.01万 | 0.00% | 34,456 | 649 | 1.9% | $11.45万 | 加仓 |
| G | GENPACT LIMITED | $611.19万 | 0.00% | 222,250 | -33,907 | -13.2% | -$93.24万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $621.02万 | 0.00% | 30,884 | 1,860 | 6.4% | $37.40万 | 加仓 |
| EPAM | EPAM SYS INC | $621.40万 | 0.00% | 78,311 | 43,072 | 122.2% | $341.78万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $621.84万 | 0.00% | 126,287 | 105,985 | 522.0% | $521.87万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $622.45万 | 0.00% | 175,883 | 4,383 | 2.6% | $15.51万 | 加仓 |
| ECVT | ECOVYST INC | $623.70万 | 0.00% | 500,966 | 488,582 | 3,945.3% | $608.28万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $623.87万 | 0.00% | 170,784 | -33,665 | -16.5% | -$122.98万 | 减仓 |
| DT | DYNATRACE INC | $633.28万 | 0.00% | 144,223 | -90,464 | -38.5% | -$397.23万 | 减仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $636.37万 | 0.00% | 201,384 | 88,702 | 78.7% | $280.30万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $639.39万 | 0.00% | 70,627 | 3,868 | 5.8% | $35.02万 | 加仓 |
| FORM | FORMFACTOR INC | $640.39万 | 0.00% | 40,042 | -325,768 | -89.1% | -$5,210.01万 | 减仓 |
| SUI | SUN CMNTYS INC | $640.99万 | 0.00% | 53,456 | -3,303 | -5.8% | -$39.61万 | 减仓 |
| ITRI | ITRON INC | $642.00万 | 0.00% | 74,194 | -51,032 | -40.8% | -$441.58万 | 减仓 |
| EMN | EASTMAN CHEM CO | $644.29万 | 0.00% | 96,192 | 12,942 | 15.5% | $86.69万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $655.42万 | 0.00% | 3,635,000 | -11,128,000 | -75.4% | -$2,006.46万 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC | $660.75万 | 0.00% | 488,357 | 99,939 | 25.7% | $135.22万 | 加仓 |