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 |
|---|---|---|---|---|---|---|---|---|
| ASH | ASHLAND INC | $47.09万 | 0.00% | 7,146 | 54 | 0.8% | $3,558 | 加仓 |
| CGON | CG ONCOLOGY INC | $47.21万 | 0.00% | 6,645 | 549 | 9.0% | $3.90万 | 加仓 |
| CBAN | COLONY BANKCORP INC | $47.23万 | 0.00% | 23,511 | 23,511 | — | $47.23万 | 新建仓 |
| — | NCS MULTISTAGE HLDGS INC | $48.80万 | 0.00% | 11,060 | 11,060 | — | $48.80万 | 新建仓 |
| GSAT | GLOBALSTAR INC | $48.90万 | 0.00% | 6,015 | 186 | 3.2% | $1.51万 | 加仓 |
| GLNG | GOLAR LNG LTD | $48.97万 | 0.00% | 9,826 | -173,937 | -94.7% | -$866.90万 | 减仓 |
| — | CODA OCTOPUS GROUP INC | $49.26万 | 0.00% | 50,422 | 50,422 | — | $49.26万 | 新建仓 |
| RUN | SUNRUN INC | $49.35万 | 0.00% | 36,884 | 702 | 1.9% | $9,393 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $49.37万 | 0.00% | 20,350 | -41,424 | -67.1% | -$100.49万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $49.56万 | 0.00% | 5,462 | 1,974 | 56.6% | $17.91万 | 重新持有 |
| CC | CHEMOURS CO | $49.91万 | 0.00% | 24,321 | 169 | 0.7% | $3,468 | 加仓 |
| TXG | 10X GENOMICS INC | $50.00万 | 0.00% | 13,041 | 148 | 1.1% | $5,674 | 加仓 |
| GTLB | GITLAB INC | $50.12万 | 0.00% | 16,418 | -94,008 | -85.1% | -$287.01万 | 减仓 |
| PAL | PROFICIENT AUTO LOGISTICS IN | $50.14万 | 0.00% | 73,631 | -9,312 | -11.2% | -$6.34万 | 减仓 |
| USAR | USA RARE EARTH INC | $50.27万 | 0.00% | 23,296 | 23,296 | — | $50.27万 | 新建仓 |
| XHR | XENIA HOTELS & RESORTS INC | $50.61万 | 0.00% | 24,857 | -423,458 | -94.5% | -$862.16万 | 减仓 |
| STEP | STEPSTONE GROUP INC | $50.63万 | 0.00% | 12,241 | 108 | 0.9% | $4,467 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $50.90万 | 0.00% | 13,048 | 202 | 1.6% | $7,880 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $50.97万 | 0.00% | 5,823 | -237 | -3.9% | -$2.07万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $50.98万 | 0.00% | 15,327 | 408 | 2.7% | $1.36万 | 加仓 |
| — | EGAIN CORP | $51.14万 | 0.00% | 81,171 | 81,171 | — | $51.14万 | 新建仓 |
| MORN | MORNINGSTAR INC | $51.25万 | 0.00% | 3,285 | -147 | -4.3% | -$2.29万 | 减仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $51.75万 | 0.00% | 13,269 | 13,269 | — | $51.75万 | 新建仓 |
| LMND | LEMONADE INC | $51.99万 | 0.00% | 7,992 | 130 | 1.7% | $8,457 | 加仓 |
| AXTI | AXT INC | $52.08万 | 0.00% | 7,225 | 1,368 | 23.4% | $9.86万 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES | $52.20万 | 0.00% | 11,738 | 46 | 0.4% | $2,046 | 加仓 |
| LGN | LEGENCE CORP | $52.60万 | 0.00% | 6,172 | 1,725 | 38.8% | $14.70万 | 加仓 |
| TASK | TASKUS INC | $52.72万 | 0.00% | 112,655 | 63,790 | 130.5% | $29.85万 | 加仓 |
| XMTR | XOMETRY INC | $52.98万 | 0.00% | 5,489 | 510 | 10.2% | $4.92万 | 加仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $52.98万 | 0.00% | 46,271 | 14,957 | 47.8% | $17.13万 | 加仓 |
| GOGO | GOGO INC | $53.48万 | 0.00% | 172,519 | -27,697 | -13.8% | -$8.59万 | 减仓 |
| — | SELECT MED HLDGS CORP | $53.93万 | 0.00% | 32,664 | -402,979 | -92.5% | -$665.32万 | 减仓 |
| CRK | COMSTOCK RES INC | $54.63万 | 0.00% | 36,613 | -437,780 | -92.3% | -$653.17万 | 减仓 |
| THFF | FIRST FINANCIAL CORPORATION | $55.10万 | 0.00% | 7,115 | 7,115 | — | $55.10万 | 新建仓 |
| SNAP | SNAP INC | $55.13万 | 0.00% | 124,161 | -1,003 | -0.8% | -$4,453 | 减仓 |
| CASH | PATHWARD FINANCIAL INC | $55.21万 | 0.00% | 6,342 | 193 | 3.1% | $1.68万 | 加仓 |
| HMH | HMH HLDG INC | $56.56万 | 0.00% | 30,183 | 30,183 | — | $56.56万 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $56.60万 | 0.00% | 9,686 | 256 | 2.7% | $1.50万 | 加仓 |
| GTN | GRAY MEDIA INC | $56.80万 | 0.00% | 143,064 | -19,382 | -11.9% | -$7.69万 | 减仓 |
| TFSL | TFS FINL CORP | $57.18万 | 0.00% | 32,269 | 299 | 0.9% | $5,298 | 加仓 |
| CDNA | CAREDX INC | $57.19万 | 0.00% | 20,065 | 20,065 | — | $57.19万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $57.21万 | 0.00% | 117,000 | -492,072 | -80.8% | -$240.62万 | 减仓 |
| TBCH | TURTLE BEACH CORP | $57.36万 | 0.00% | 46,069 | 8,243 | 21.8% | $10.26万 | 加仓 |
| OGN | ORGANON & CO | $57.38万 | 0.00% | 42,381 | -443,128 | -91.3% | -$600.00万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $58.12万 | 0.00% | 9,181 | -8,206 | -47.2% | -$51.94万 | 减仓 |
| CVI | CVR ENERGY INC | $58.56万 | 0.00% | 21,262 | -81,236 | -79.3% | -$223.72万 | 重新持有 |
| MDXG | MIMEDX GROUP INC | $58.86万 | 0.00% | 152,887 | -106,807 | -41.1% | -$41.12万 | 减仓 |
| — | SPOK HLDGS INC | $58.89万 | 0.00% | 57,510 | 14,694 | 34.3% | $15.05万 | 加仓 |
| CLSK | CLEANSPARK INC | $59.02万 | 0.00% | 40,562 | -14,213 | -25.9% | -$20.68万 | 减仓 |
| HOPE | HOPE BANCORP INC | $59.06万 | 0.00% | 43,171 | 1,897 | 4.6% | $2.60万 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $59.22万 | 0.00% | 7,791 | -109,769 | -93.4% | -$834.35万 | 减仓 |
| VERX | VERTEX INC | $59.37万 | 0.00% | 51,716 | 51,716 | — | $59.37万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $59.44万 | 0.00% | 21,740 | 428 | 2.0% | $1.17万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $59.49万 | 0.00% | 17,816 | -85 | -0.5% | -$2,838 | 减仓 |
| UEC | URANIUM ENERGY CORP | $59.83万 | 0.00% | 56,125 | 1,031 | 1.9% | $1.10万 | 加仓 |
| IWB | ISHARES TR | $60.99万 | 0.00% | 1,489 | 586 | 64.9% | $24.00万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $61.15万 | 0.00% | 17,153 | -185,873 | -91.6% | -$662.64万 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $61.18万 | 0.00% | 9,833 | 116 | 1.2% | $7,218 | 加仓 |
| EGHT | 8X8 INC NEW | $61.26万 | 0.00% | 358,247 | 342,920 | 2,237.4% | $58.64万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $61.29万 | 0.00% | 11,143 | -14,727 | -56.9% | -$81.00万 | 减仓 |
| BSY | BENTLEY SYS INC | $61.48万 | 0.00% | 20,569 | -30,430 | -59.7% | -$90.96万 | 减仓 |
| CMRE | COSTAMARE INC | $61.57万 | 0.00% | 43,919 | 8,894 | 25.4% | $12.47万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $61.87万 | 0.00% | 5,510 | -40,395 | -88.0% | -$453.56万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP | $62.52万 | 0.00% | 17,661 | 8,848 | 100.4% | $31.32万 | 加仓 |
| IMMR | IMMERSION CORP | $62.55万 | 0.00% | 92,387 | 92,387 | — | $62.55万 | 新建仓 |
| S | SENTINELONE INC | $62.58万 | 0.00% | 36,876 | 394 | 1.1% | $6,686 | 加仓 |
| TLS | TELOS CORP MD | $63.23万 | 0.00% | 137,467 | 16,070 | 13.2% | $7.39万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $63.27万 | 0.00% | 3,769 | 1,004 | 36.3% | $16.85万 | 加仓 |
| METC | RAMACO RES INC | $63.50万 | 0.00% | 48,000 | 31,000 | 182.4% | $41.01万 | 加仓 |
| CCOI | COGENT COMM HOLDINGS INC | $64.39万 | 0.00% | 46,394 | 26,874 | 137.7% | $37.30万 | 加仓 |
| VLGEA | VILLAGE SUPER MKT INC | $64.87万 | 0.00% | 15,380 | 15,380 | — | $64.87万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $64.90万 | 0.00% | 72,759 | 1,824 | 2.6% | $1.63万 | 加仓 |
| CPF | CENTRAL PAC FINL CORP | $65.70万 | 0.00% | 17,200 | -1,590 | -8.5% | -$6.07万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $65.86万 | 0.00% | 9,915 | 954 | 10.6% | $6.34万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $66.25万 | 0.00% | 51,838 | 27,009 | 108.8% | $34.52万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $67.64万 | 0.00% | 17,912 | -23,339 | -56.6% | -$88.13万 | 减仓 |
| GDRX | GOODRX HLDGS INC | $68.06万 | 0.00% | 236,317 | -172,627 | -42.2% | -$49.72万 | 减仓 |
| CMRC | COMMERCE.COM INC | $68.12万 | 0.00% | 230,151 | 48,307 | 26.6% | $14.30万 | 加仓 |
| BKV | BKV CORP | $68.34万 | 0.00% | 24,978 | 24,978 | — | $68.34万 | 新建仓 |
| TLK | TELEKOMUNIKASI IND | $68.71万 | 0.00% | 51,162 | 0 | 0.0% | — | 不变 |
| ZUMZ | ZUMIEZ INC | $69.78万 | 0.00% | 39,200 | 1,200 | 3.2% | $2.14万 | 加仓 |
| BVS | BIOVENTUS INC | $69.85万 | 0.00% | 73,993 | 12,298 | 19.9% | $11.61万 | 加仓 |
| KRT | KARAT PACKAGING INC | $70.03万 | 0.00% | 20,929 | -1,806 | -7.9% | -$6.04万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $70.12万 | 0.00% | 8,342 | 193 | 2.4% | $1.62万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $70.43万 | 0.00% | 10,136 | 10,136 | — | $70.43万 | 新建仓 |
| CAR | AVIS BUDGET GROUP INC | $70.62万 | 0.00% | 4,777 | 52 | 1.1% | $7,687 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $70.66万 | 0.00% | 23,758 | 12,432 | 109.8% | $36.97万 | 加仓 |
| TEM | TEMPUS AI INC | $70.75万 | 0.00% | 12,213 | 264 | 2.2% | $1.53万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $70.90万 | 0.00% | 84,708 | 16,896 | 24.9% | $14.14万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $70.90万 | 0.00% | 9,900 | -397,199 | -97.6% | -$2,844.74万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $70.94万 | 0.00% | 29,795 | 9,335 | 45.6% | $22.23万 | 加仓 |
| MFA | MFA FINL INC | $71.36万 | 0.00% | 73,645 | 167 | 0.2% | $1,618 | 加仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $71.43万 | 0.00% | 20,109 | -3,416 | -14.5% | -$12.13万 | 减仓 |
| TGLS | TECNOGLASS INC | $71.65万 | 0.00% | 15,307 | 6,852 | 81.0% | $32.07万 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $71.72万 | 0.00% | 88,113 | -381 | -0.4% | -$3,101 | 减仓 |
| AVNW | AVIAT NETWORKS INC | $72.02万 | 0.00% | 32,441 | 11,791 | 57.1% | $26.18万 | 加仓 |
| NABL | N-ABLE INC | $72.46万 | 0.00% | 197,442 | 186,005 | 1,626.3% | $68.26万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $72.61万 | 0.00% | 48,601 | -402,041 | -89.2% | -$600.65万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $72.62万 | 0.00% | 12,586 | 178 | 1.4% | $1.03万 | 加仓 |
| ANNX | ANNEXON INC | $72.71万 | 0.00% | 127,338 | 11,811 | 10.2% | $6.74万 | 加仓 |