LOGAN CAPITAL MANAGEMENT INC
Newtown Square PA · SEC CIK 0001121330
$26.88亿2026Q2 申报市值
439持仓数
31.8%前十大占比 · 第一大 5.4%
174 / 277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
KLAC 重新持有+$9,441.71万
CHRW 新建仓+$1,094.19万
AXP 重新持有+$1,054.86万
TTE 新建仓+$982.01万
UL 新建仓+$946.07万
2026Q2 卖出最多 按季末市值估算
ELECTRONIC ARTS 重新持有-$1,089.35万
AAPL 重新持有-$1,064.24万
AVGO 重新持有-$783.91万
MU 重新持有-$503.04万
SPY 重新持有-$432.15万
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 |
|---|---|---|---|---|---|---|---|---|
| — | WELLS FARGO & CO | $5.09万 | 0.00% | 44 | 44 | — | $5.09万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $5.11万 | 0.00% | 861 | 861 | — | $5.11万 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $5.13万 | 0.00% | 431 | 431 | — | $5.13万 | 新建仓 |
| INMU | BLACKROCK ETF TRUST II | $5.18万 | 0.00% | 2,139 | 2,139 | — | $5.18万 | 新建仓 |
| — | BANK OF AMER CORP | $5.52万 | 0.00% | 44 | 44 | — | $5.52万 | 新建仓 |
| FLOT | ISHARES TR | $5.98万 | 0.00% | 1,171 | 1,171 | — | $5.98万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $6.02万 | 0.00% | 496 | 496 | — | $6.02万 | 新建仓 |
| CME | CME GROUP INC | $6.19万 | 0.00% | 280 | 280 | — | $6.19万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $6.96万 | 0.00% | 902 | 902 | — | $6.96万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $7.07万 | 0.00% | 896 | -16,700 | -94.9% | -$131.85万 | 重新持有 |
| TM | TOYOTA MOTOR CORP | $7.09万 | 0.00% | 421 | 421 | — | $7.09万 | 新建仓 |
| DTE | DTE ENERGY CO | $7.62万 | 0.00% | 500 | 500 | — | $7.62万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $7.64万 | 0.00% | 862 | 862 | — | $7.64万 | 新建仓 |
| AME | AMETEK INC | $8.03万 | 0.00% | 332 | 332 | — | $8.03万 | 新建仓 |
| SHY | ISHARES TR | $8.20万 | 0.00% | 998 | 998 | — | $8.20万 | 新建仓 |
| ENB | ENBRIDGE INC | $8.53万 | 0.00% | 1,574 | 1,574 | — | $8.53万 | 新建仓 |
| D | DOMINION ENERGY INC | $8.54万 | 0.00% | 1,250 | 1,250 | — | $8.54万 | 新建仓 |
| PAYX | PAYCHEX INC | $8.66万 | 0.00% | 881 | 881 | — | $8.66万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $8.73万 | 0.00% | 1,364 | 1,364 | — | $8.73万 | 新建仓 |
| BA | BOEING CO | $8.77万 | 0.00% | 405 | 405 | — | $8.77万 | 新建仓 |
| CSX | CSX CORP | $9.15万 | 0.00% | 1,925 | 1,925 | — | $9.15万 | 新建仓 |
| ELF | E L F BEAUTY INC | $9.99万 | 0.00% | 1,350 | 1,350 | — | $9.99万 | 新建仓 |
| VGNT | VERSIGENT PLC | $10.04万 | 0.00% | 2,390 | 2,390 | — | $10.04万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $10.20万 | 0.00% | 279 | 279 | — | $10.20万 | 新建仓 |
| DEM | WISDOMTREE TR | $10.75万 | 0.00% | 2,000 | 2,000 | — | $10.75万 | 新建仓 |
| TFX | TELEFLEX INCORPORATED | $11.09万 | 0.00% | 875 | 875 | — | $11.09万 | 新建仓 |
| IJT | ISHARES TR | $11.18万 | 0.00% | 626 | 626 | — | $11.18万 | 新建仓 |
| FWRD | FORWARD AIR CORP | $11.42万 | 0.00% | 8,454 | 8,454 | — | $11.42万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.66万 | 0.00% | 233 | 233 | — | $11.66万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $11.67万 | 0.00% | 1,000 | -822 | -45.1% | -$9.59万 | 重新持有 |
| RVLV | REVOLVE GROUP INC | $14.08万 | 0.01% | 6,150 | 6,150 | — | $14.08万 | 新建仓 |
| ZS | ZSCALER INC | $14.12万 | 0.01% | 1,000 | 0 | 0.0% | — | 重新持有 |
| IGSB | ISHARES TR | $14.15万 | 0.01% | 2,699 | 2,699 | — | $14.15万 | 新建仓 |
| FDX | FEDEX CORP | $14.31万 | 0.01% | 457 | 457 | — | $14.31万 | 新建仓 |
| IJR | ISHARES TR | $14.83万 | 0.01% | 1,000 | 1,000 | — | $14.83万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $15.20万 | 0.01% | 337 | -2,225 | -86.8% | -$100.34万 | 重新持有 |
| TSLA | TESLA INC | $16.61万 | 0.01% | 395 | -90 | -18.6% | -$3.79万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $17.38万 | 0.01% | 236 | 236 | — | $17.38万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $18.59万 | 0.01% | 5,057 | 5,057 | — | $18.59万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $18.70万 | 0.01% | 7,375 | 7,375 | — | $18.70万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $18.72万 | 0.01% | 392 | 392 | — | $18.72万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $18.94万 | 0.01% | 254 | -5,795 | -95.8% | -$432.15万 | 重新持有 |
| IEI | ISHARES TR | $20.01万 | 0.01% | 1,704 | 26 | 1.5% | $3,053 | 重新持有 |
| FUNC | FIRST UTD CORP | $21.84万 | 0.01% | 4,951 | 4,951 | — | $21.84万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $21.85万 | 0.01% | 1,444 | 0 | 0.0% | — | 重新持有 |
| KHC | KRAFT HEINZ CO | $22.59万 | 0.01% | 9,564 | 0 | 0.0% | — | 重新持有 |
| STE | STERIS PLC | $23.10万 | 0.01% | 1,097 | 0 | 0.0% | — | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $26.41万 | 0.01% | 800 | 0 | 0.0% | — | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $27.77万 | 0.01% | 3,897 | -1,793 | -31.5% | -$12.78万 | 重新持有 |
| DOV | DOVER CORP | $28.04万 | 0.01% | 1,250 | 0 | 0.0% | — | 重新持有 |
| SPG | SIMON PPTY GROUP INC NEW | $28.45万 | 0.01% | 1,272 | -3 | -0.2% | -$671 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $29.36万 | 0.01% | 2,675 | 0 | 0.0% | — | 重新持有 |
| BOOT | BOOT BARN HLDGS INC | $29.57万 | 0.01% | 1,800 | 0 | 0.0% | — | 重新持有 |
| AMT | AMERICAN TOWER CORP | $32.71万 | 0.01% | 2,000 | 0 | 0.0% | — | 重新持有 |
| EW | EDWARDS LIFESCIENCES CORP | $32.76万 | 0.01% | 3,621 | 0 | 0.0% | — | 重新持有 |
| TRMK | TRUSTMARK CORP | $35.79万 | 0.01% | 7,778 | 89 | 1.2% | $4,095 | 重新持有 |
| BAC | BANK OF AMER CORP | $36.07万 | 0.01% | 6,331 | -112 | -1.7% | -$6,382 | 重新持有 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $37.42万 | 0.01% | 4,364 | -7 | -0.2% | -$600 | 重新持有 |
| WCN | WASTE CONNECTIONS INC | $38.12万 | 0.01% | 2,287 | 0 | 0.0% | — | 重新持有 |
| LRCX | LAM RESEARCH CORP | $42.55万 | 0.02% | 982 | 982 | — | $42.55万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $42.70万 | 0.02% | 3,756 | -118 | -3.0% | -$1.34万 | 重新持有 |
| VXUS | VANGUARD STAR FDS | $42.86万 | 0.02% | 5,014 | 5,014 | — | $42.86万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $43.51万 | 0.02% | 4,725 | 0 | 0.0% | — | 重新持有 |
| LW | LAMB WESTON HLDGS INC | $44.73万 | 0.02% | 10,359 | -9,099 | -46.8% | -$39.29万 | 重新持有 |
| QCOM | QUALCOMM INC | $46.17万 | 0.02% | 2,499 | -552 | -18.1% | -$10.20万 | 重新持有 |
| NKE | NIKE INC | $48.02万 | 0.02% | 11,699 | -854 | -6.8% | -$3.51万 | 重新持有 |
| GSHD | GOOSEHEAD INS INC | $48.50万 | 0.02% | 10,000 | 0 | 0.0% | — | 重新持有 |
| BX | BLACKSTONE INC | $48.54万 | 0.02% | 4,125 | -227 | -5.2% | -$2.67万 | 重新持有 |
| TRU | TRANSUNION | $48.59万 | 0.02% | 6,736 | 27 | 0.4% | $1,948 | 重新持有 |
| WEX | WEX INC | $48.85万 | 0.02% | 3,462 | -4,641 | -57.3% | -$65.48万 | 重新持有 |
| PPG | PPG INDS INC | $49.62万 | 0.02% | 4,091 | -83 | -2.0% | -$1.01万 | 重新持有 |
| PTC | PTC INC | $49.84万 | 0.02% | 4,387 | -79 | -1.8% | -$8,975 | 重新持有 |
| JPST | J P MORGAN EXCHANGE TRADED F | $50.33万 | 0.02% | 9,953 | 9,953 | — | $50.33万 | 新建仓 |
| INFY | INFOSYS LTD | $52.09万 | 0.02% | 49,661 | -48,531 | -49.4% | -$50.91万 | 重新持有 |
| KEX | KIRBY CORP | $53.03万 | 0.02% | 3,900 | -231 | -5.6% | -$3.14万 | 重新持有 |
| FDS | FACTSET RESH SYS INC | $58.33万 | 0.02% | 2,535 | -159 | -5.9% | -$3.66万 | 重新持有 |
| ADSK | AUTODESK INC | $58.33万 | 0.02% | 3,000 | 0 | 0.0% | — | 重新持有 |
| MMM | 3M CO | $58.45万 | 0.02% | 3,610 | -76 | -2.1% | -$1.23万 | 重新持有 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $59.40万 | 0.02% | 15,337 | -11,891 | -43.7% | -$46.05万 | 重新持有 |
| RDY | DR REDDYS LABS LTD | $59.85万 | 0.02% | 41,306 | 206 | 0.5% | $2,985 | 重新持有 |
| VYM | VANGUARD WHITEHALL FDS | $60.05万 | 0.02% | 3,800 | 0 | 0.0% | — | 重新持有 |
| G | GENPACT LIMITED | $61.29万 | 0.02% | 22,288 | 104 | 0.5% | $2,860 | 重新持有 |
| MTCH | MATCH GROUP INC NEW | $61.31万 | 0.02% | 16,112 | 268 | 1.7% | $1.02万 | 重新持有 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $62.17万 | 0.02% | 2,580 | 12 | 0.5% | $2,892 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $63.89万 | 0.02% | 2,700 | 0 | 0.0% | — | 重新持有 |
| NUE | NUCOR CORP | $66.83万 | 0.02% | 3,000 | 0 | 0.0% | — | 重新持有 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $68.47万 | 0.03% | 5,000 | -2,982 | -37.4% | -$40.84万 | 重新持有 |
| KEY | KEYCORP | $69.15万 | 0.03% | 30,000 | 0 | 0.0% | — | 重新持有 |
| ALGN | ALIGN TECHNOLOGY INC | $71.31万 | 0.03% | 4,228 | 0 | 0.0% | — | 重新持有 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $71.66万 | 0.03% | 15,010 | 40 | 0.3% | $1,910 | 重新持有 |
| FISV | FISERV INC | $75.12万 | 0.03% | 15,315 | -21,730 | -58.7% | -$106.59万 | 重新持有 |
| GPK | GRAPHIC PACKAGING HLDG CO | $75.62万 | 0.03% | 71,547 | -200,151 | -73.7% | -$211.56万 | 重新持有 |
| EAT | BRINKER INTL INC | $80.49万 | 0.03% | 4,791 | 958 | 25.0% | $16.09万 | 重新持有 |
| SEIC | SEI INVTS CO | $85.08万 | 0.03% | 9,700 | 0 | 0.0% | — | 重新持有 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $86.68万 | 0.03% | 8,000 | 0 | 0.0% | — | 重新持有 |
| UAMY | UNITED STATES ANTIMONY CORP | $87.87万 | 0.03% | 120,200 | 0 | 0.0% | — | 重新持有 |
| NVO | NOVO-NORDISK A S | $88.75万 | 0.03% | 18,512 | 1 | 0.0% | $48 | 重新持有 |
| KMX | CARMAX INC | $89.26万 | 0.03% | 16,877 | -38 | -0.2% | -$2,010 | 重新持有 |
| DOW | DOW HLDGS INC | $90.05万 | 0.03% | 32,913 | 0 | 0.0% | — | 重新持有 |
| WM | WASTE MGMT INC DEL | $90.27万 | 0.03% | 4,050 | -127 | -3.0% | -$2.83万 | 重新持有 |