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 |
|---|---|---|---|---|---|---|---|---|
| PIPR | PIPER SANDLER COMPANIES | $835.37万 | 0.00% | 115,478 | -11,246 | -8.9% | -$81.35万 | 减仓 |
| JOYY | JOYY INC | $833.22万 | 0.00% | 126,265 | 108,108 | 595.4% | $713.40万 | 加仓 |
| FRSH | FRESHWORKS INC | $833.00万 | 0.00% | 823,126 | 38,577 | 4.9% | $39.04万 | 加仓 |
| GFF | GRIFFON CORP | $830.33万 | 0.00% | 85,136 | 1,719 | 2.1% | $16.77万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $829.80万 | 0.00% | 41,220 | 24,449 | 145.8% | $492.18万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $829.37万 | 0.00% | 96,280 | 37,684 | 64.3% | $324.62万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $824.85万 | 0.00% | 33,644 | -37,205 | -52.5% | -$912.15万 | 减仓 |
| FTV | FORTIVE CORP | $821.64万 | 0.00% | 134,496 | -12,637 | -8.6% | -$77.20万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $821.47万 | 0.00% | 221,959 | 66,949 | 43.2% | $247.78万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $820.94万 | 0.00% | 100,717 | 11,431 | 12.8% | $93.17万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $817.78万 | 0.00% | 381,248 | -9,607 | -2.5% | -$20.61万 | 减仓 |
| VLTO | VERALTO CORP | $816.44万 | 0.00% | 92,066 | -2,013 | -2.1% | -$17.85万 | 减仓 |
| CXW | CORECIVIC INC | $815.15万 | 0.00% | 268,317 | -70,211 | -20.7% | -$213.30万 | 减仓 |
| CENX | CENTURY ALUM CO | $814.69万 | 0.00% | 177,069 | 113,240 | 177.4% | $521.02万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $814.38万 | 0.00% | 10,905 | 9,570 | 716.9% | $714.69万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $812.03万 | 0.00% | 364,794 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $810.11万 | 0.00% | 23,957 | -24,838 | -50.9% | -$839.90万 | 减仓 |
| SYM | SYMBOTIC INC | $809.10万 | 0.00% | 180,001 | 37,848 | 26.6% | $170.13万 | 加仓 |
| HQY | HEALTHEQUITY INC | $808.07万 | 0.00% | 89,467 | 22,660 | 33.9% | $204.67万 | 加仓 |
| OPLN | OPENLANE INC | $806.58万 | 0.00% | 195,581 | -130,853 | -40.1% | -$539.64万 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $800.05万 | 0.00% | 164,924 | -10,876 | -6.2% | -$52.76万 | 减仓 |
| MRNA | MODERNA INC | $797.36万 | 0.00% | 113,860 | 60,058 | 111.6% | $420.59万 | 加仓 |
| NVR | NVR INC | $794.44万 | 0.00% | 1,166 | -44 | -3.6% | -$29.98万 | 减仓 |
| TITN | TITAN MACHY INC | $784.69万 | 0.00% | 371,539 | -11,650 | -3.0% | -$24.60万 | 减仓 |
| GNTX | GENTEX CORP | $784.51万 | 0.00% | 310,450 | -13,432 | -4.1% | -$33.94万 | 减仓 |
| PBI | PITNEY BOWES INC | $783.98万 | 0.00% | 447,476 | -29,268 | -6.1% | -$51.28万 | 减仓 |
| NDSN | NORDSON CORP | $783.61万 | 0.00% | 25,974 | -1,435 | -5.2% | -$43.29万 | 减仓 |
| ULS | UL SOLUTIONS INC | $783.23万 | 0.00% | 76,893 | 39,285 | 104.5% | $400.16万 | 加仓 |
| CGNX | COGNEX CORP | $781.00万 | 0.00% | 107,843 | 69,729 | 182.9% | $504.98万 | 加仓 |
| STRA | STRATEGIC ED INC | $773.10万 | 0.00% | 100,901 | -861 | -0.8% | -$6.60万 | 减仓 |
| TNK | TEEKAY TANKERS LTD | $767.42万 | 0.00% | 118,301 | -6,584 | -5.3% | -$42.71万 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $766.27万 | 0.00% | 162,587 | 25,877 | 18.9% | $121.96万 | 加仓 |
| PPLI | PEOPLE INC | $762.84万 | 0.00% | 165,260 | 14,796 | 9.8% | $68.30万 | 加仓 |
| NVT | NVENT ELEC PLC | $762.24万 | 0.00% | 44,941 | -833 | -1.8% | -$14.13万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $757.56万 | 0.00% | 79,626 | -3,124 | -3.8% | -$29.72万 | 减仓 |
| TRS | TRIMAS CORP | $756.49万 | 0.00% | 167,996 | 167,996 | — | $756.49万 | 新建仓 |
| KSS | KOHLS CORP | $755.42万 | 0.00% | 426,312 | 162,282 | 61.5% | $287.56万 | 加仓 |
| CNMD | CONMED CORP | $751.55万 | 0.00% | 229,622 | 161,639 | 237.8% | $529.04万 | 加仓 |
| EAT | BRINKER INTL INC | $750.02万 | 0.00% | 44,644 | 11,818 | 36.0% | $198.54万 | 加仓 |
| HNGE | HINGE HEALTH INC | $748.56万 | 0.00% | 90,188 | -80,284 | -47.1% | -$666.36万 | 减仓 |
| IVZ | INVESCO LTD | $746.72万 | 0.00% | 282,955 | 34,491 | 13.9% | $91.02万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $745.49万 | 0.00% | 24,052 | 6,710 | 38.7% | $207.98万 | 加仓 |
| PII | POLARIS INC | $738.68万 | 0.00% | 107,931 | -26,102 | -19.5% | -$178.64万 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $738.03万 | 0.00% | 545,476 | 159,545 | 41.3% | $215.86万 | 加仓 |
| LZB | LA Z BOY INC | $735.19万 | 0.00% | 183,247 | 7,732 | 4.4% | $31.02万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $734.55万 | 0.00% | 27,540 | 27,540 | — | $734.55万 | 新建仓 |
| CARG | CARGURUS INC | $728.26万 | 0.00% | 213,628 | 56,911 | 36.3% | $194.01万 | 加仓 |
| ECPG | ENCORE CAP GROUP INC | $728.12万 | 0.00% | 78,049 | 74,785 | 2,291.2% | $697.67万 | 加仓 |
| ZD | ZIFF DAVIS INC | $725.97万 | 0.00% | 138,624 | -60,170 | -30.3% | -$315.11万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $725.65万 | 0.00% | 242,126 | 36,883 | 18.0% | $110.54万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $724.18万 | 0.00% | 403,892 | 5,661 | 1.4% | $10.15万 | 加仓 |
| PLUS | EPLUS INC | $723.57万 | 0.00% | 86,936 | 10,023 | 13.0% | $83.42万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $722.59万 | 0.00% | 46,016 | -14,357 | -23.8% | -$225.45万 | 减仓 |
| CCS | CENTURY COMMUNITIES INC | $720.63万 | 0.00% | 100,563 | 25,106 | 33.3% | $179.91万 | 加仓 |
| WT | WISDOMTREE INC | $718.54万 | 0.00% | 424,165 | 89,275 | 26.7% | $151.23万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $712.50万 | 0.00% | 60,861 | -34,694 | -36.3% | -$406.16万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $711.87万 | 0.00% | 289,260 | 10,945 | 3.9% | $26.94万 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $710.38万 | 0.00% | 105,837 | -48,448 | -31.4% | -$325.18万 | 减仓 |
| AXGN | AXOGEN INC | $709.26万 | 0.00% | 153,552 | 47,673 | 45.0% | $220.20万 | 加仓 |
| MYRG | MYR GROUP INC | $708.17万 | 0.00% | 14,152 | 9,334 | 193.7% | $467.07万 | 加仓 |
| SN | SHARKNINJA INC | $708.09万 | 0.00% | 46,502 | 4,477 | 10.7% | $68.17万 | 加仓 |
| — | WINNEBAGO INDS INC | $707.34万 | 0.00% | 7,606,000 | -209,000 | -2.7% | -$19.44万 | 减仓 |
| ROG | ROGERS CORP | $706.68万 | 0.00% | 43,161 | -4,540 | -9.5% | -$74.33万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $704.72万 | 0.00% | 128,482 | -90,724 | -41.4% | -$497.62万 | 减仓 |
| PGNY | PROGYNY INC | $704.48万 | 0.00% | 244,356 | -138,955 | -36.3% | -$400.61万 | 减仓 |
| DBD | DIEBOLD NIXDORF INC | $704.08万 | 0.00% | 82,814 | 12,929 | 18.5% | $109.92万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $698.23万 | 0.00% | 89,060 | 210 | 0.2% | $1.65万 | 加仓 |
| CNXC | CONCENTRIX CORP | $697.32万 | 0.00% | 311,232 | 77,774 | 33.3% | $174.25万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $695.35万 | 0.00% | 23,776 | -977 | -3.9% | -$28.57万 | 减仓 |
| SE | SEA LTD | $694.28万 | 0.00% | 72,449 | 24,697 | 51.7% | $236.67万 | 加仓 |
| EFX | EQUIFAX INC | $692.54万 | 0.00% | 43,633 | -156 | -0.4% | -$2.48万 | 减仓 |
| DOW | DOW HLDGS INC | $691.09万 | 0.00% | 252,590 | 23,099 | 10.1% | $63.20万 | 加仓 |
| JJSF | J & J SNACK FOODS CORP | $690.07万 | 0.00% | 93,951 | -3,850 | -3.9% | -$28.28万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $685.67万 | 0.00% | 40,654 | 25,847 | 174.6% | $435.94万 | 加仓 |
| BELFB | BEL FUSE INC | $684.96万 | 0.00% | 20,567 | -8,993 | -30.4% | -$299.50万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $683.96万 | 0.00% | 319,608 | -230 | -0.1% | -$4,922 | 减仓 |
| IT | GARTNER INC | $678.95万 | 0.00% | 52,380 | 24,038 | 84.8% | $311.58万 | 加仓 |
| NWSA | NEWS CORP NEW | $676.25万 | 0.00% | 272,353 | -3,829 | -1.4% | -$9.51万 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $676.02万 | 0.00% | 445,922 | -1,808,477 | -80.2% | -$2,741.65万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $674.70万 | 0.00% | 85,168 | 18,744 | 28.2% | $148.49万 | 加仓 |
| OI | O-I GLASS INC | $666.45万 | 0.00% | 692,055 | 197,569 | 40.0% | $190.26万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $665.09万 | 0.00% | 42,873 | -273 | -0.6% | -$4.24万 | 减仓 |
| ADEA | ADEIA INC | $664.36万 | 0.00% | 201,748 | -4,036 | -2.0% | -$13.29万 | 减仓 |
| PODD | INSULET CORP | $663.78万 | 0.00% | 43,598 | -4,017 | -8.4% | -$61.16万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $662.74万 | 0.00% | 35,437 | -210,766 | -85.6% | -$3,941.75万 | 减仓 |
| MBC | MASTERBRAND INC | $662.02万 | 0.00% | 643,363 | 122,998 | 23.6% | $126.56万 | 加仓 |
| COCO | VITA COCO CO INC | $661.92万 | 0.00% | 100,078 | -6,291 | -5.9% | -$41.61万 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC | $660.75万 | 0.00% | 488,357 | 99,939 | 25.7% | $135.22万 | 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 |
| EMN | EASTMAN CHEM CO | $644.29万 | 0.00% | 96,192 | 12,942 | 15.5% | $86.69万 | 加仓 |
| ITRI | ITRON INC | $642.00万 | 0.00% | 74,194 | -51,032 | -40.8% | -$441.58万 | 减仓 |
| SUI | SUN CMNTYS INC | $640.99万 | 0.00% | 53,456 | -3,303 | -5.8% | -$39.61万 | 减仓 |
| FORM | FORMFACTOR INC | $640.39万 | 0.00% | 40,042 | -325,768 | -89.1% | -$5,210.01万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $639.39万 | 0.00% | 70,627 | 3,868 | 5.8% | $35.02万 | 加仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $636.37万 | 0.00% | 201,384 | 88,702 | 78.7% | $280.30万 | 加仓 |
| DT | DYNATRACE INC | $633.28万 | 0.00% | 144,223 | -90,464 | -38.5% | -$397.23万 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC | $623.87万 | 0.00% | 170,784 | -33,665 | -16.5% | -$122.98万 | 减仓 |
| ECVT | ECOVYST INC | $623.70万 | 0.00% | 500,966 | 488,582 | 3,945.3% | $608.28万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $622.45万 | 0.00% | 175,883 | 4,383 | 2.6% | $15.51万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $621.84万 | 0.00% | 126,287 | 105,985 | 522.0% | $521.87万 | 加仓 |