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 |
|---|---|---|---|---|---|---|---|---|
| MDGL | MADRIGAL PHARMACEUTICALS INC | $320.08万 | 0.00% | 5,961 | 125 | 2.1% | $6.71万 | 加仓 |
| KVYO | KLAVIYO INC | $319.74万 | 0.00% | 211,751 | 12,301 | 6.2% | $18.57万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $319.64万 | 0.00% | 140,499 | 44,018 | 45.6% | $100.14万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $319.61万 | 0.00% | 184,216 | -16,106 | -8.0% | -$27.94万 | 减仓 |
| FIGS | FIGS INC | $318.36万 | 0.00% | 311,206 | 294,025 | 1,711.3% | $300.79万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $314.43万 | 0.00% | 65,046 | -1,324 | -2.0% | -$6.40万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $313.49万 | 0.00% | 19,542 | -56,939 | -74.4% | -$913.42万 | 减仓 |
| CSGP | COSTAR GROUP INC | $311.25万 | 0.00% | 109,905 | -225,528 | -67.2% | -$638.70万 | 减仓 |
| — | ORLA MNG LTD NEW | $309.53万 | 0.00% | 316,166 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $307.56万 | 0.00% | 19,595 | -9,899 | -33.6% | -$155.37万 | 减仓 |
| — | CHART INDS INC | $306.58万 | 0.00% | 14,673 | 2,669 | 22.2% | $55.77万 | 加仓 |
| SCSC | SCANSOURCE INC | $305.84万 | 0.00% | 58,714 | 1,077 | 1.9% | $5.61万 | 加仓 |
| FSLY | FASTLY INC | $304.06万 | 0.00% | 165,611 | 149,754 | 944.4% | $274.95万 | 加仓 |
| SXC | SUNCOKE ENERGY INC | $303.85万 | 0.00% | 377,450 | -8,198 | -2.1% | -$6.60万 | 减仓 |
| DY | DYCOM INDS INC | $303.20万 | 0.00% | 5,997 | -1,917 | -24.2% | -$96.92万 | 减仓 |
| DIN | DINE BRANDS GLOBAL INC | $302.85万 | 0.00% | 84,358 | 4,220 | 5.3% | $15.15万 | 加仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $301.92万 | 0.00% | 149,612 | -100,005 | -40.1% | -$201.81万 | 减仓 |
| BL | BLACKLINE INC | $299.55万 | 0.00% | 106,716 | 87,004 | 441.4% | $244.22万 | 加仓 |
| FIVN | FIVE9 INC | $298.38万 | 0.00% | 139,951 | -68,521 | -32.9% | -$146.09万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $296.48万 | 0.00% | 38,791 | -982 | -2.5% | -$7.51万 | 减仓 |
| SFL | SFL CORPORATION LTD | $295.49万 | 0.00% | 289,696 | 13,164 | 4.8% | $13.43万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $294.68万 | 0.00% | 21,970 | 6,218 | 39.5% | $83.40万 | 加仓 |
| APPF | APPFOLIO INC | $294.58万 | 0.00% | 18,371 | -4,337 | -19.1% | -$69.54万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $293.87万 | 0.00% | 114,839 | 80,755 | 236.9% | $206.65万 | 加仓 |
| LASR | NLIGHT INC | $293.57万 | 0.00% | 42,168 | -82,885 | -66.3% | -$577.05万 | 减仓 |
| ATLC | ATLANTICUS HOLDINGS CORP | $291.77万 | 0.00% | 28,535 | 546 | 2.0% | $5.58万 | 加仓 |
| ROCK | GIBRALTAR INDS INC | $290.16万 | 0.00% | 64,336 | -11 | -0.0% | -$496 | 减仓 |
| EVER | EVERQUOTE INC | $290.05万 | 0.00% | 121,923 | -23,964 | -16.4% | -$57.01万 | 减仓 |
| RHI | ROBERT HALF INC. | $288.83万 | 0.00% | 94,082 | -1,523 | -1.6% | -$4.68万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $288.36万 | 0.00% | 55,295 | -307,274 | -84.7% | -$1,602.43万 | 减仓 |
| FLO | FLOWERS FOODS INC | $285.85万 | 0.00% | 361,836 | 18,399 | 5.4% | $14.54万 | 加仓 |
| THG | HANOVER INS GROUP INC | $285.61万 | 0.00% | 13,339 | 2,480 | 22.8% | $53.10万 | 加仓 |
| EXPO | EXPONENT INC | $284.62万 | 0.00% | 48,437 | -2,649 | -5.2% | -$15.57万 | 减仓 |
| RAMP | LIVERAMP HLDGS INC | $283.02万 | 0.00% | 75,192 | -67,044 | -47.1% | -$252.35万 | 减仓 |
| PHR | PHREESIA INC | $281.27万 | 0.00% | 273,345 | 76,687 | 39.0% | $78.91万 | 加仓 |
| NVMI | NOVA LTD | $280.92万 | 0.00% | 5,174 | 182 | 3.6% | $9.88万 | 加仓 |
| ASC | ARDMORE SHIPPING CORP | $280.69万 | 0.00% | 200,348 | 95,648 | 91.4% | $134.00万 | 加仓 |
| BP | BP PLC | $280.56万 | 0.00% | 75,931 | 16,854 | 28.5% | $62.28万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $279.00万 | 0.00% | 18,477 | 18,477 | — | $279.00万 | 新建仓 |
| THO | THOR INDS INC | $278.84万 | 0.00% | 37,099 | -47,093 | -55.9% | -$353.95万 | 减仓 |
| FLOC | FLOWCO HLDGS INC | $278.70万 | 0.00% | 130,598 | 130,598 | — | $278.70万 | 新建仓 |
| RNGR | RANGER ENERGY SVCS INC | $278.59万 | 0.00% | 174,008 | 10,902 | 6.7% | $17.45万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $277.98万 | 0.00% | 92,722 | 10,912 | 13.3% | $32.71万 | 加仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $277.21万 | 0.00% | 658,457 | -54,730 | -7.7% | -$23.04万 | 减仓 |
| MNKD | MANNKIND CORP | $277.14万 | 0.00% | 650,565 | -581,513 | -47.2% | -$247.72万 | 减仓 |
| PL | PLANET LABS PBC | $276.39万 | 0.00% | 83,425 | -38,084 | -31.3% | -$126.17万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $275.42万 | 0.00% | 55,172 | -184,403 | -77.0% | -$920.54万 | 减仓 |
| MAC | MACERICH CO | $275.02万 | 0.00% | 109,177 | 3,001 | 2.8% | $7.56万 | 加仓 |
| GCMG | GCM GROSVENOR INC | $271.88万 | 0.00% | 221,038 | -7,577 | -3.3% | -$9.32万 | 减仓 |
| KFRC | KFORCE INC | $270.94万 | 0.00% | 57,746 | 13,039 | 29.2% | $61.18万 | 加仓 |
| RWT | REDWOOD TRUST INC | $267.40万 | 0.00% | 564,139 | 243,313 | 75.8% | $115.33万 | 加仓 |
| CARS | CARS COM INC | $266.76万 | 0.00% | 243,839 | -3,806 | -1.5% | -$4.16万 | 减仓 |
| UTL | UNITIL CORP | $266.30万 | 0.00% | 50,541 | 14,524 | 40.3% | $76.53万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $265.84万 | 0.00% | 37,056 | -1,130,719 | -96.8% | -$8,111.78万 | 减仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $265.43万 | 0.00% | 462,416 | 462,416 | — | $265.43万 | 新建仓 |
| ACM | AECOM | $264.28万 | 0.00% | 37,862 | -15,728 | -29.3% | -$109.78万 | 减仓 |
| ASIX | ADVANSIX INC | $263.22万 | 0.00% | 132,402 | -8,353 | -5.9% | -$16.61万 | 减仓 |
| RDNT | RADNET INC | $262.65万 | 0.00% | 42,589 | -1,313 | -3.0% | -$8.10万 | 减仓 |
| ARLO | ARLO TECHNOLOGIES INC | $260.81万 | 0.00% | 193,478 | 176,973 | 1,072.2% | $238.56万 | 加仓 |
| WK | WORKIVA INC | $260.68万 | 0.00% | 53,737 | 47,971 | 832.0% | $232.71万 | 加仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $259.98万 | 0.00% | 68,147 | -5,253 | -7.2% | -$20.04万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $259.90万 | 0.00% | 36,678 | -365 | -1.0% | -$2.59万 | 减仓 |
| DCOM | DIME COML BANCSHARES INC | $259.62万 | 0.00% | 63,866 | -6,504 | -9.2% | -$26.44万 | 减仓 |
| MITK | MITEK SYS INC | $258.16万 | 0.00% | 128,245 | 87,388 | 213.9% | $175.91万 | 加仓 |
| ESLT | ELBIT SYS LTD | $257.66万 | 0.00% | 3,396 | 3,396 | — | $257.66万 | 新建仓 |
| COUR | COURSERA INC | $257.39万 | 0.00% | 456,365 | 26,402 | 6.1% | $14.89万 | 加仓 |
| COMP | COMPASS INC | $256.05万 | 0.00% | 207,661 | -26,130 | -11.2% | -$32.22万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $255.27万 | 0.00% | 21,460 | -712 | -3.2% | -$8.47万 | 减仓 |
| CRVL | CORVEL CORP | $255.07万 | 0.00% | 40,798 | 649 | 1.6% | $4.06万 | 加仓 |
| INTA | INTAPP INC | $254.66万 | 0.00% | 101,016 | 92,762 | 1,123.8% | $233.85万 | 加仓 |
| BRZE | BRAZE INC | $253.99万 | 0.00% | 117,100 | -45,512 | -28.0% | -$98.72万 | 减仓 |
| DMC | DEL MONTE CORP | $252.73万 | 0.00% | 90,550 | 20,014 | 28.4% | $55.86万 | 加仓 |
| IRMD | IRADIMED CORP | $249.82万 | 0.00% | 26,143 | 61 | 0.2% | $5,829 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $247.52万 | 0.00% | 30,345 | 3,092 | 11.3% | $25.22万 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $246.98万 | 0.00% | 70,384 | -104,429 | -59.7% | -$366.44万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $246.12万 | 0.00% | 105,000 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $241.99万 | 0.00% | 59,574 | -28,612 | -32.4% | -$116.22万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $239.90万 | 0.00% | 7,274 | 3,774 | 107.8% | $124.47万 | 加仓 |
| HURN | HURON CONSULTING GROUP INC | $239.90万 | 0.00% | 26,608 | 5,323 | 25.0% | $47.99万 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $239.35万 | 0.00% | 23,823 | 11,928 | 100.3% | $119.84万 | 加仓 |
| QNST | QUINSTREET INC | $239.19万 | 0.00% | 163,271 | 16,404 | 11.2% | $24.03万 | 加仓 |
| SIBN | SI BONE INC | $236.92万 | 0.00% | 145,170 | -6,790 | -4.5% | -$11.08万 | 减仓 |
| NU | NU HLDGS LTD | $235.36万 | 0.00% | 176,165 | -566,377 | -76.3% | -$756.68万 | 减仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $234.97万 | 0.00% | 159,085 | 55,202 | 53.1% | $81.53万 | 加仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $234.38万 | 0.00% | 412,649 | 105,794 | 34.5% | $60.09万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $234.10万 | 0.00% | 43,611 | -38,886 | -47.1% | -$208.74万 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $233.67万 | 0.00% | 267,352 | 43,222 | 19.3% | $37.78万 | 加仓 |
| MGA | MAGNA INTL INC | $233.48万 | 0.00% | 35,559 | -9,307 | -20.7% | -$61.11万 | 减仓 |
| NPO | ENPRO INC | $232.87万 | 0.00% | 6,178 | -41 | -0.7% | -$1.55万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $229.74万 | 0.00% | 56,253 | -7,158 | -11.3% | -$29.23万 | 减仓 |
| CNO | CNO FINL GROUP INC | $229.20万 | 0.00% | 44,959 | -543,113 | -92.4% | -$2,768.79万 | 减仓 |
| CCB | COASTAL FINL CORP WA | $228.27万 | 0.00% | 29,450 | 19 | 0.1% | $1,473 | 加仓 |
| MUSA | MURPHY USA INC | $227.35万 | 0.00% | 4,219 | 1,502 | 55.3% | $80.94万 | 加仓 |
| HXL | HEXCEL CORP NEW | $223.89万 | 0.00% | 22,376 | -1,020 | -4.4% | -$10.21万 | 减仓 |
| PI | IMPINJ INC | $222.45万 | 0.00% | 15,531 | -1,593 | -9.3% | -$22.82万 | 减仓 |
| GATX | GATX CORP | $220.46万 | 0.00% | 12,442 | 1,045 | 9.2% | $18.52万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $220.38万 | 0.00% | 58,024 | 9,505 | 19.6% | $36.10万 | 加仓 |
| BGC | BGC GROUP INC | $220.31万 | 0.00% | 206,089 | -17,055 | -7.6% | -$18.23万 | 减仓 |
| ACCO | ACCO BRANDS CORP | $219.02万 | 0.00% | 526,491 | 4,140 | 0.8% | $1.72万 | 加仓 |
| IWS | ISHARES TR | $218.42万 | 0.00% | 13,270 | -30,930 | -70.0% | -$509.11万 | 减仓 |