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 |
|---|---|---|---|---|---|---|---|---|
| AGYS | AGILYSYS INC | $125.89万 | 0.00% | 12,047 | 4,013 | 50.0% | $41.94万 | 加仓 |
| ING | ING GROEP N.V. | $125.52万 | 0.00% | 40,000 | 0 | 0.0% | — | 不变 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $125.34万 | 0.00% | 82,842 | 46 | 0.1% | $696 | 加仓 |
| — | ARES COML REAL ESTATE CORP | $125.10万 | 0.00% | 278,000 | 97,000 | 53.6% | $43.65万 | 加仓 |
| HY | HYSTER-YALE INC | $124.46万 | 0.00% | 35,500 | 35,500 | — | $124.46万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $124.16万 | 0.00% | 10,454 | 1,188 | 12.8% | $14.11万 | 加仓 |
| CBK | COMMERCIAL BANCGROUP INC | $124.16万 | 0.00% | 38,450 | 1,450 | 3.9% | $4.68万 | 加仓 |
| DHC | DIVERSIFIED HEALTHCARE TR | $123.73万 | 0.00% | 133,044 | -10,126 | -7.1% | -$9.42万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $123.52万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $123.24万 | 0.00% | 6,358 | -111 | -1.7% | -$2.15万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $122.86万 | 0.00% | 36,676 | -329 | -0.9% | -$1.10万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $122.46万 | 0.00% | 5,323 | -39 | -0.7% | -$8,972 | 减仓 |
| — | ISABELLA BK CORP | $122.45万 | 0.00% | 31,000 | 31,000 | — | $122.45万 | 新建仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $122.36万 | 0.00% | 85,328 | 31,077 | 57.3% | $44.56万 | 加仓 |
| PRDO | PERDOCEO ED CORP | $122.23万 | 0.00% | 38,198 | -166,302 | -81.3% | -$532.17万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $121.85万 | 0.00% | 4,978 | 61 | 1.2% | $1.49万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $121.84万 | 0.00% | 54,367 | 783 | 1.5% | $1.75万 | 加仓 |
| MIDD | MIDDLEBY CORP | $121.78万 | 0.00% | 7,080 | -24,249 | -77.4% | -$417.11万 | 减仓 |
| LIF | LIFE360 INC | $121.60万 | 0.00% | 21,965 | -54,294 | -71.2% | -$300.57万 | 减仓 |
| NVO | NOVO-NORDISK A S | $121.37万 | 0.00% | 25,317 | -29,340 | -53.7% | -$140.66万 | 减仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $121.21万 | 0.00% | 39,598 | -32,956 | -45.4% | -$100.88万 | 减仓 |
| NECB | NORTHEAST CMNTY BANCORP INC | $121.05万 | 0.00% | 43,637 | -151 | -0.3% | -$4,189 | 减仓 |
| DYN | DYNE THERAPEUTICS INC | $121.04万 | 0.00% | 54,498 | 1,518 | 2.9% | $3.37万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $120.79万 | 0.00% | 41,812 | 153 | 0.4% | $4,420 | 加仓 |
| FUTU | FUTU HLDGS LTD | $120.45万 | 0.00% | 12,849 | 3,438 | 36.5% | $32.23万 | 加仓 |
| CIVB | CIVISTA BANCSHARES INC | $119.94万 | 0.00% | 42,500 | -4,900 | -10.3% | -$13.83万 | 减仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $119.68万 | 0.00% | 111,744 | 93,311 | 506.2% | $99.94万 | 加仓 |
| CLW | CLEARWATER PAPER CORP | $119.64万 | 0.00% | 76,300 | 13,300 | 21.1% | $20.85万 | 加仓 |
| AORT | ARTIVION INC | $119.32万 | 0.00% | 53,100 | 12,805 | 31.8% | $28.77万 | 加仓 |
| NRIM | NORTHRIM BANCORP INC | $119.28万 | 0.00% | 43,000 | 43,000 | — | $119.28万 | 新建仓 |
| KMX | CARMAX INC | $118.36万 | 0.00% | 22,378 | -874 | -3.8% | -$4.62万 | 减仓 |
| POOL | POOL CORP | $118.32万 | 0.00% | 5,506 | 641 | 13.2% | $13.78万 | 加仓 |
| — | NUVALENT INC | $117.66万 | 0.00% | 9,527 | 99 | 1.1% | $1.22万 | 加仓 |
| U | UNITY SOFTWARE INC | $117.65万 | 0.00% | 41,164 | -45,471 | -52.5% | -$129.96万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $117.51万 | 0.00% | 33,894 | 1,044 | 3.2% | $3.62万 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $117.32万 | 0.00% | 32,716 | 5,627 | 20.8% | $20.18万 | 加仓 |
| — | BLUE RIDGE BANKSHARES INC VA | $116.49万 | 0.00% | 330,000 | 68,000 | 26.0% | $24.00万 | 加仓 |
| ABEV | AMBEV SA | $115.64万 | 0.00% | 368,277 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $115.50万 | 0.00% | 10,095 | -15 | -0.1% | -$1,716 | 减仓 |
| PKE | PARK AEROSPACE CORP | $115.43万 | 0.00% | 30,250 | -8,750 | -22.4% | -$33.39万 | 减仓 |
| IVW | ISHARES TR | $114.97万 | 0.00% | 8,359 | -1,720 | -17.1% | -$23.66万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $114.79万 | 0.00% | 22,247 | -14,394 | -39.3% | -$74.27万 | 减仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $114.47万 | 0.00% | 41,000 | 6,000 | 17.1% | $16.75万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $113.86万 | 0.00% | 16,064 | 9,819 | 157.2% | $69.60万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $113.83万 | 0.00% | 5,208 | 39 | 0.8% | $8,524 | 加仓 |
| AVO | MISSION PRODUCE INC | $113.74万 | 0.00% | 96,471 | 96,471 | — | $113.74万 | 新建仓 |
| HCC | WARRIOR MET COAL INC | $113.66万 | 0.00% | 14,004 | -479,016 | -97.2% | -$3,887.70万 | 减仓 |
| PATK | PATRICK INDS INC | $113.54万 | 0.00% | 12,646 | -46,866 | -78.8% | -$420.76万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $113.50万 | 0.00% | 15,133 | -2,436 | -13.9% | -$18.27万 | 减仓 |
| AKR | ACADIA RLTY TR | $113.41万 | 0.00% | 54,235 | 428 | 0.8% | $8,949 | 加仓 |
| NEXN | NEXXEN INTL LTD | $113.14万 | 0.00% | 125,290 | -1,363 | -1.1% | -$1.23万 | 减仓 |
| ANDG | ANDERSEN GROUP INC | $113.04万 | 0.00% | 29,968 | 29,968 | — | $113.04万 | 新建仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $112.91万 | 0.00% | 36,399 | -1,710 | -4.5% | -$5.30万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $112.36万 | 0.00% | 12,024 | -1,506 | -11.1% | -$14.07万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $111.98万 | 0.00% | 62,452 | -89,517 | -58.9% | -$160.50万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $111.92万 | 0.00% | 55,490 | 301 | 0.5% | $6,071 | 加仓 |
| MBWM | MERCANTILE BK CORP | $111.68万 | 0.00% | 19,450 | 1,250 | 6.9% | $7.18万 | 加仓 |
| SVV | SAVERS VALUE VLG INC | $111.60万 | 0.00% | 110,600 | -8,444 | -7.1% | -$8.52万 | 减仓 |
| PUBM | PUBMATIC INC | $111.33万 | 0.00% | 84,859 | 7,627 | 9.9% | $10.01万 | 加仓 |
| ZYME | ZYMEWORKS INC | $111.16万 | 0.00% | 42,524 | 120 | 0.3% | $3,137 | 加仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $111.06万 | 0.00% | 37,295 | 18,685 | 100.4% | $55.64万 | 重新持有 |
| INBK | FIRST INTERNET BANCORP | $110.78万 | 0.00% | 39,850 | 3,150 | 8.6% | $8.76万 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $109.80万 | 0.00% | 121,321 | 29,239 | 31.8% | $26.46万 | 加仓 |
| EWY | ISHARES INC | $109.79万 | 0.00% | 5,438 | 1,782 | 48.7% | $35.98万 | 加仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $109.72万 | 0.00% | 52,150 | 1,150 | 2.3% | $2.42万 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $109.46万 | 0.00% | 78,750 | -44,850 | -36.3% | -$62.34万 | 减仓 |
| DGICA | DONEGAL GROUP INC | $109.39万 | 0.00% | 58,000 | 58,000 | — | $109.39万 | 新建仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $109.32万 | 0.00% | 20,335 | -107,119 | -84.0% | -$575.87万 | 减仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $108.96万 | 0.00% | 42,200 | 2,950 | 7.5% | $7.62万 | 加仓 |
| BRKR | BRUKER CORP | $108.10万 | 0.00% | 17,963 | 1,080 | 6.4% | $6.50万 | 加仓 |
| FCCO | FIRST CMNTY CORP S C | $108.02万 | 0.00% | 33,055 | 33,055 | — | $108.02万 | 新建仓 |
| GCO | GENESCO INC | $107.56万 | 0.00% | 31,850 | 4,473 | 16.3% | $15.11万 | 加仓 |
| DAVE | DAVE INC | $107.34万 | 0.00% | 2,881 | 320 | 12.5% | $11.92万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $107.29万 | 0.00% | 28,834 | 1,412 | 5.1% | $5.25万 | 加仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $106.80万 | 0.00% | 456,421 | 34,070 | 8.1% | $7.97万 | 加仓 |
| AVTR | AVANTOR INC | $106.80万 | 0.00% | 107,881 | 778 | 0.7% | $7,702 | 加仓 |
| VNO | VORNADO RLTY TR | $106.48万 | 0.00% | 27,095 | -92 | -0.3% | -$3,616 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $106.46万 | 0.00% | 6,109 | -1,036 | -14.5% | -$18.05万 | 减仓 |
| WEN | WENDYS CO | $106.37万 | 0.00% | 128,307 | 20,859 | 19.4% | $17.29万 | 加仓 |
| LTRX | LANTRONIX INC | $106.27万 | 0.00% | 180,729 | 69,655 | 62.7% | $40.96万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $106.21万 | 0.00% | 40,554 | -15,166 | -27.2% | -$39.72万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $104.88万 | 0.00% | 50,740 | 915 | 1.8% | $1.89万 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $104.73万 | 0.00% | 69,269 | 69,269 | — | $104.73万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $104.53万 | 0.00% | 106,016 | 1,732 | 1.7% | $1.71万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $103.35万 | 0.00% | 10,768 | 10,768 | — | $103.35万 | 新建仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $103.10万 | 0.00% | 20,526 | 5,934 | 40.7% | $29.81万 | 加仓 |
| GRNT | GRANITE RIDGE RESOURCES INC | $103.07万 | 0.00% | 233,715 | 7,554 | 3.3% | $3.33万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $102.88万 | 0.00% | 4,704 | -74 | -1.5% | -$1.62万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $102.77万 | 0.00% | 21,129 | 12,044 | 132.6% | $58.58万 | 加仓 |
| TR | TOOTSIE ROLL INDS INC | $102.66万 | 0.00% | 25,957 | 267 | 1.0% | $1.06万 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $102.62万 | 0.00% | 82,030 | -121,929 | -59.8% | -$152.53万 | 减仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $102.61万 | 0.00% | 32,889 | 4,799 | 17.1% | $14.97万 | 加仓 |
| STNE | STONECO LTD | $102.58万 | 0.00% | 94,635 | 94,635 | — | $102.58万 | 新建仓 |
| HLNE | HAMILTON LANE INC | $102.05万 | 0.00% | 12,945 | 3,001 | 30.2% | $23.66万 | 加仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $101.96万 | 0.00% | 79,100 | 4,100 | 5.5% | $5.28万 | 加仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $101.46万 | 0.00% | 9,604 | 61 | 0.6% | $6,444 | 加仓 |
| WYNN | WYNN RESORTS LTD | $101.21万 | 0.00% | 10,424 | -388 | -3.6% | -$3.77万 | 减仓 |
| RBA | RB GLOBAL INC | $101.08万 | 0.00% | 8,680 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $101.05万 | 0.00% | 17,024 | 91 | 0.5% | $5,402 | 加仓 |
| RYN | RAYONIER INC | $100.98万 | 0.00% | 47,453 | -1,664,946 | -97.2% | -$3,543.01万 | 减仓 |