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 |
|---|---|---|---|---|---|---|---|---|
| ABR | ARBOR REALTY TRUST INC | $453.18万 | 0.00% | 836,125 | 185,318 | 28.5% | $100.44万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $452.84万 | 0.00% | 55,982 | -2,201 | -3.8% | -$17.80万 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $450.13万 | 0.00% | 167,648 | 1,841 | 1.1% | $4.94万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $448.66万 | 0.00% | 13,460 | -5,770 | -30.0% | -$192.33万 | 减仓 |
| TENB | TENABLE HLDGS INC | $448.46万 | 0.00% | 121,600 | -57,493 | -32.1% | -$212.03万 | 减仓 |
| MDLN | MEDLINE INC | $448.10万 | 0.00% | 113,615 | 113,615 | — | $448.10万 | 新建仓 |
| WAY | WAYSTAR HLDG CORP | $447.86万 | 0.00% | 218,149 | -14,368 | -6.2% | -$29.50万 | 减仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $442.02万 | 0.00% | 121,904 | 48,544 | 66.2% | $176.02万 | 加仓 |
| OFG | OFG BANCORP | $438.09万 | 0.00% | 89,278 | 228 | 0.3% | $1.12万 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $436.56万 | 0.00% | 243,617 | -26,103 | -9.7% | -$46.78万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $436.17万 | 0.00% | 147,705 | 117,510 | 389.2% | $347.01万 | 加仓 |
| TTAN | SERVICETITAN INC | $428.45万 | 0.00% | 60,592 | 15,395 | 34.1% | $108.86万 | 加仓 |
| RPD | RAPID7 INC | $427.52万 | 0.00% | 527,799 | 115,780 | 28.1% | $93.78万 | 加仓 |
| NSP | INSPERITY INC | $426.59万 | 0.00% | 103,265 | -4,674 | -4.3% | -$19.31万 | 减仓 |
| PD | PAGERDUTY INC | $426.48万 | 0.00% | 441,950 | -156,834 | -26.2% | -$151.34万 | 减仓 |
| AOS | SMITH A O CORP | $425.79万 | 0.00% | 67,888 | -586 | -0.9% | -$3.68万 | 减仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $425.69万 | 0.00% | 393,070 | -12,210 | -3.0% | -$13.22万 | 减仓 |
| — | WEBSTER FINL CORP | $424.85万 | 0.00% | 55,594 | 738 | 1.3% | $5.64万 | 加仓 |
| SSRM | SSR MINING IN | $423.25万 | 0.00% | 149,665 | 149,665 | — | $423.25万 | 新建仓 |
| MNRO | MONRO INC | $422.65万 | 0.00% | 247,021 | 21,397 | 9.5% | $36.61万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $422.17万 | 0.00% | 30,385 | 342 | 1.1% | $4.75万 | 加仓 |
| WRBY | WARBY PARKER INC | $422.03万 | 0.00% | 139,101 | 4,599 | 3.4% | $13.95万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $421.23万 | 0.00% | 147,129 | -70,582 | -32.4% | -$202.08万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $420.77万 | 0.00% | 29,588 | -55,282 | -65.1% | -$786.17万 | 减仓 |
| HWKN | HAWKINS INC | $420.53万 | 0.00% | 29,594 | -343 | -1.1% | -$4.87万 | 减仓 |
| DUOL | DUOLINGO INC | $419.21万 | 0.00% | 36,447 | -7,513 | -17.1% | -$86.41万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $417.11万 | 0.00% | 83,657 | -18,455 | -18.1% | -$92.02万 | 减仓 |
| USO | UNITED STS OIL FD LP | $416.01万 | 0.00% | 39,084 | -6,366 | -14.0% | -$67.76万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $415.10万 | 0.00% | 132,072 | -734,552 | -84.8% | -$2,308.70万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $414.82万 | 0.00% | 68,373 | 5,760 | 9.2% | $34.95万 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $414.82万 | 0.00% | 90,374 | 150 | 0.2% | $6,885 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $414.58万 | 0.00% | 140,346 | 5,954 | 4.4% | $17.59万 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC | $411.72万 | 0.00% | 99,546 | -320 | -0.3% | -$1.32万 | 减仓 |
| OMCL | OMNICELL COM | $411.63万 | 0.00% | 99,141 | -5,028 | -4.8% | -$20.88万 | 减仓 |
| SDRL | SEADRILL LTD | $410.14万 | 0.00% | 108,445 | 108,445 | — | $410.14万 | 新建仓 |
| CLS | CELESTICA INC | $409.27万 | 0.00% | 11,219 | -2,197 | -16.4% | -$80.15万 | 减仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $407.80万 | 0.00% | 168,512 | 13,854 | 9.0% | $33.53万 | 加仓 |
| DOCS | DOXIMITY INC | $402.32万 | 0.00% | 193,983 | 56,862 | 41.5% | $117.93万 | 加仓 |
| CE | CELANESE CORP DEL | $401.97万 | 0.00% | 87,385 | -239,161 | -73.2% | -$1,100.14万 | 减仓 |
| CXM | SPRINKLR INC | $401.56万 | 0.00% | 778,216 | 315,394 | 68.1% | $162.74万 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $400.21万 | 0.00% | 452,218 | 69,490 | 18.2% | $61.50万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $398.04万 | 0.00% | 307,602 | 162,032 | 111.3% | $209.67万 | 加仓 |
| TALO | TALOS ENERGY INC | $396.29万 | 0.00% | 306,964 | -1,537,017 | -83.4% | -$1,984.29万 | 减仓 |
| CELC | CELCUITY INC | $391.51万 | 0.00% | 37,422 | 2,669 | 7.7% | $27.92万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $391.27万 | 0.00% | 44,999 | 13,458 | 42.7% | $117.02万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $387.66万 | 0.00% | 64,225 | 14,255 | 28.5% | $86.04万 | 加仓 |
| SPSC | SPS COMM INC | $387.37万 | 0.00% | 67,757 | 21,364 | 46.1% | $122.14万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $387.07万 | 0.00% | 37,030 | 7,551 | 25.6% | $78.93万 | 加仓 |
| BBD | BANCO BRADESCO S A | $385.56万 | 0.00% | 1,111,119 | 394,924 | 55.1% | $137.04万 | 加仓 |
| MTN | VAIL RESORTS INC | $384.88万 | 0.00% | 28,269 | 680 | 2.5% | $9.26万 | 加仓 |
| GOLD | GOLD COM INC | $384.27万 | 0.00% | 92,351 | 31,509 | 51.8% | $131.11万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $382.12万 | 0.00% | 56,104 | 1,900 | 3.5% | $12.94万 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $382.05万 | 0.00% | 352,445 | 6,019 | 1.7% | $6.52万 | 加仓 |
| EFOR | EVERFORTH INC | $381.41万 | 0.00% | 213,437 | 58,661 | 37.9% | $104.83万 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $377.08万 | 0.00% | 111,101 | -66,400 | -37.4% | -$225.36万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $374.08万 | 0.00% | 724,968 | 659,842 | 1,013.2% | $340.48万 | 加仓 |
| DEC | DIVERSIFIED ENERGY CO | $372.96万 | 0.00% | 269,088 | 126,464 | 88.7% | $175.28万 | 加仓 |
| ALMS | ALUMIS INC | $372.38万 | 0.00% | 132,331 | 49,677 | 60.1% | $139.79万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $370.99万 | 0.00% | 42,844 | 35,868 | 514.2% | $310.58万 | 加仓 |
| ALLE | ALLEGION PLC | $368.97万 | 0.00% | 26,263 | -20,211 | -43.5% | -$283.94万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $368.95万 | 0.00% | 150,592 | -28,967 | -16.1% | -$70.97万 | 减仓 |
| ECHO | ECHOSTAR CORP | $367.33万 | 0.00% | 36,190 | 17,654 | 95.2% | $179.19万 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $365.09万 | 0.00% | 274,920 | 36,624 | 15.4% | $48.64万 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $364.97万 | 0.00% | 78,118 | 53,389 | 215.9% | $249.43万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $363.62万 | 0.00% | 123,260 | -4,101 | -3.2% | -$12.10万 | 减仓 |
| PACS | PACS GROUP INC | $359.02万 | 0.00% | 84,199 | 18,828 | 28.8% | $80.28万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $358.25万 | 0.00% | 27,258 | -1,065,193 | -97.5% | -$1.40亿 | 减仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $356.71万 | 0.00% | 149,374 | 20,620 | 16.0% | $49.24万 | 加仓 |
| GLOB | GLOBANT S A | $355.96万 | 0.00% | 122,999 | 53,659 | 77.4% | $155.29万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $354.89万 | 0.00% | 42,144 | -1,011 | -2.3% | -$8.51万 | 减仓 |
| TBBK | BANCORP INC DEL | $350.17万 | 0.00% | 55,902 | -7,279 | -11.5% | -$45.60万 | 减仓 |
| TNET | TRINET GROUP INC | $349.91万 | 0.00% | 70,704 | 18,874 | 36.4% | $93.41万 | 加仓 |
| ERIE | ERIE INDTY CO | $349.72万 | 0.00% | 14,587 | 7,381 | 102.4% | $176.96万 | 加仓 |
| KOD | KODIAK SCIENCES INC | $349.12万 | 0.00% | 89,610 | 51,972 | 138.1% | $202.48万 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $348.43万 | 0.00% | 93,112 | -6,252 | -6.3% | -$23.39万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $347.40万 | 0.00% | 22,516 | -122,047 | -84.4% | -$1,883.06万 | 减仓 |
| INBX | INHIBRX BIOSCIENCES INC | $345.30万 | 0.00% | 36,443 | 25,519 | 233.6% | $241.79万 | 加仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $345.23万 | 0.00% | 128,528 | 75,766 | 143.6% | $203.51万 | 加仓 |
| ESTC | ELASTIC N V | $345.18万 | 0.00% | 60,537 | -45,548 | -42.9% | -$259.71万 | 减仓 |
| STIP | ISHARES TR | $342.77万 | 0.00% | 33,552 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENGR CORP | $341.58万 | 0.00% | 147,743 | 21,176 | 16.7% | $48.96万 | 加仓 |
| COO | COOPER COS INC | $341.12万 | 0.00% | 47,569 | -28,187 | -37.2% | -$202.13万 | 减仓 |
| ADNT | ADIENT PLC | $337.23万 | 0.00% | 183,476 | 29,162 | 18.9% | $53.60万 | 加仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $337.05万 | 0.00% | 102,261 | 33,186 | 48.0% | $109.38万 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $336.83万 | 0.00% | 607,994 | 583,752 | 2,408.0% | $323.40万 | 加仓 |
| CBZ | CBIZ INC | $332.95万 | 0.00% | 103,788 | 6,453 | 6.6% | $20.70万 | 加仓 |
| BXP | BXP INC | $332.18万 | 0.00% | 50,095 | -38,094 | -43.2% | -$252.60万 | 减仓 |
| BANF | BANCFIRST CORP | $331.52万 | 0.00% | 29,832 | 1,110 | 3.9% | $12.34万 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC | $331.27万 | 0.00% | 40,018 | -60,547 | -60.2% | -$501.21万 | 减仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $330.94万 | 0.00% | 141,914 | 2,860 | 2.1% | $6.67万 | 加仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $329.82万 | 0.00% | 220,761 | 92,409 | 72.0% | $138.06万 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP | $329.51万 | 0.00% | 16,536 | 812 | 5.2% | $16.18万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $328.23万 | 0.00% | 116,765 | -4,650 | -3.8% | -$13.07万 | 减仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $327.91万 | 0.00% | 22,688 | 22,688 | — | $327.91万 | 新建仓 |
| SWIM | LATHAM GROUP INC | $327.88万 | 0.00% | 506,775 | 141,025 | 38.6% | $91.24万 | 加仓 |
| PEN | PENUMBRA INC | $327.69万 | 0.00% | 10,378 | -42,398 | -80.3% | -$1,338.72万 | 减仓 |
| XBI | SPDR SERIES TRUST | $322.74万 | 0.00% | 20,394 | 1,079 | 5.6% | $17.08万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $321.12万 | 0.00% | 63,551 | 2,142 | 3.5% | $10.82万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $320.71万 | 0.00% | 85,980 | -24,195 | -22.0% | -$90.25万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $320.48万 | 0.00% | 392,270 | 104,036 | 36.1% | $85.00万 | 加仓 |