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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.44亿 | 5.36% | 497,666 | -36,779 | -6.9% | -$1,064.24万 | 重新持有 |
| KLAC | KLA CORP | $1.11亿 | 4.12% | 367,009 | 312,940 | 578.8% | $9,441.71万 | 重新持有 |
| AVGO | BROADCOM INC | $1.01亿 | 3.74% | 266,325 | -20,752 | -7.2% | -$783.91万 | 重新持有 |
| APH | AMPHENOL CORP | $9,105.65万 | 3.39% | 516,428 | 14,064 | 2.8% | $247.98万 | 重新持有 |
| — | ADVISORS SER TR | $7,934.71万 | 2.95% | 1,044,931 | 1,864 | 0.2% | $14.15万 | 重新持有 |
| AMZN | AMAZON COM INC | $7,780.16万 | 2.89% | 326,431 | -2,143 | -0.7% | -$51.08万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $7,410.71万 | 2.76% | 64,201 | -4,358 | -6.4% | -$503.04万 | 重新持有 |
| FLEX | FLEX LTD | $7,092.28万 | 2.64% | 437,606 | -6,570 | -1.5% | -$106.48万 | 重新持有 |
| MSFT | MICROSOFT CORP | $5,923.41万 | 2.20% | 158,796 | -6,502 | -3.9% | -$242.54万 | 重新持有 |
| GOOGL | ALPHABET INC | $4,598.77万 | 1.71% | 128,684 | -1,086 | -0.8% | -$38.81万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $4,558.22万 | 1.70% | 88,750 | -956 | -1.1% | -$49.10万 | 重新持有 |
| META | META PLATFORMS INC | $4,378.47万 | 1.63% | 77,730 | 472 | 0.6% | $26.59万 | 重新持有 |
| GOOG | ALPHABET INC | $4,345.25万 | 1.62% | 122,980 | -8,539 | -6.5% | -$301.71万 | 重新持有 |
| APP | APPLOVIN CORP | $4,244.98万 | 1.58% | 82,390 | 32 | 0.0% | $1.65万 | 重新持有 |
| WSM | WILLIAMS SONOMA INC | $3,872.48万 | 1.44% | 166,130 | 1,590 | 1.0% | $37.06万 | 重新持有 |
| URI | UNITED RENTALS INC | $3,758.74万 | 1.40% | 33,178 | -2,499 | -7.0% | -$283.11万 | 重新持有 |
| STRL | STERLING INFRASTRUCTURE INC | $3,692.85万 | 1.37% | 43,996 | 2,147 | 5.1% | $180.21万 | 重新持有 |
| LLY | ELI LILLY & CO | $3,333.33万 | 1.24% | 27,791 | -17 | -0.1% | -$2.04万 | 重新持有 |
| NFLX | NETFLIX INC. | $3,322.66万 | 1.24% | 465,359 | -1,142 | -0.2% | -$8.15万 | 重新持有 |
| FAST | FASTENAL CO | $3,315.61万 | 1.23% | 690,321 | 169,862 | 32.6% | $815.85万 | 重新持有 |
| DKS | DICKS SPORTING GOODS INC | $3,290.61万 | 1.22% | 145,082 | -784 | -0.5% | -$17.78万 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $2,855.46万 | 1.06% | 168,087 | -2,262 | -1.3% | -$38.43万 | 重新持有 |
| SHW | SHERWIN WILLIAMS CO | $2,393.13万 | 0.89% | 69,503 | -7,024 | -9.2% | -$241.85万 | 重新持有 |
| CTAS | CINTAS CORP | $2,298.58万 | 0.86% | 135,147 | 1,632 | 1.2% | $27.76万 | 重新持有 |
| CAT | CATERPILLAR INC | $2,297.35万 | 0.85% | 21,573 | 0 | 0.0% | — | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $2,260.32万 | 0.84% | 69,053 | -1,910 | -2.7% | -$62.52万 | 重新持有 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,123.60万 | 0.79% | 16,623 | 548 | 3.4% | $70.01万 | 重新持有 |
| CVX | CHEVRON CORPORATION | $2,016.24万 | 0.75% | 121,636 | -13,939 | -10.3% | -$231.05万 | 重新持有 |
| BURL | BURLINGTON STORES INC | $1,995.87万 | 0.74% | 63,001 | 4,048 | 6.9% | $128.24万 | 重新持有 |
| MRK | MERCK & CO INC | $1,995.50万 | 0.74% | 155,292 | 178 | 0.1% | $2.29万 | 重新持有 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,981.63万 | 0.74% | 91,488 | 979 | 1.1% | $21.21万 | 重新持有 |
| ABBV | ABBVIE INC | $1,942.20万 | 0.72% | 77,182 | -2,237 | -2.8% | -$56.29万 | 重新持有 |
| SHEL | SHELL PLC | $1,887.74万 | 0.70% | 243,454 | 5,143 | 2.2% | $39.88万 | 重新持有 |
| LECO | LINCOLN ELEC HLDGS INC | $1,825.33万 | 0.68% | 68,748 | 1,490 | 2.2% | $39.56万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $1,809.45万 | 0.67% | 90,432 | -1,691 | -1.8% | -$33.84万 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,777.50万 | 0.66% | 63,209 | -542 | -0.9% | -$15.24万 | 重新持有 |
| HD | HOME DEPOT INC | $1,678.02万 | 0.62% | 47,579 | 1,893 | 4.1% | $66.76万 | 重新持有 |
| CSCO | CISCO SYS INC | $1,644.88万 | 0.61% | 140,038 | -25,840 | -15.6% | -$303.52万 | 重新持有 |
| ETN | EATON CORP PLC | $1,632.63万 | 0.61% | 38,314 | 5,735 | 17.6% | $244.38万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $1,588.60万 | 0.59% | 62,551 | -14,077 | -18.4% | -$357.51万 | 重新持有 |
| SBUX | STARBUCKS CORP | $1,586.78万 | 0.59% | 155,278 | -565 | -0.4% | -$5.77万 | 重新持有 |
| CLS | CELESTICA INC | $1,567.07万 | 0.58% | 42,957 | 4,334 | 11.2% | $158.10万 | 重新持有 |
| TXRH | TEXAS ROADHOUSE INC | $1,550.44万 | 0.58% | 80,238 | 7,985 | 11.1% | $154.29万 | 重新持有 |
| HUBB | HUBBELL INC | $1,534.59万 | 0.57% | 29,331 | -153 | -0.5% | -$8.00万 | 重新持有 |
| LAD | LITHIA MTRS INC | $1,515.85万 | 0.56% | 52,183 | 1,915 | 3.8% | $55.63万 | 重新持有 |
| WAT | WATERS CORP | $1,467.16万 | 0.55% | 39,120 | 1,330 | 3.5% | $49.88万 | 重新持有 |
| MAR | MARRIOTT INTL INC NEW | $1,456.93万 | 0.54% | 39,314 | 4,255 | 12.1% | $157.69万 | 重新持有 |
| UI | UBIQUITI INC | $1,396.65万 | 0.52% | 26,153 | -2,790 | -9.6% | -$148.99万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $1,384.29万 | 0.51% | 94,401 | -918 | -1.0% | -$13.46万 | 重新持有 |
| NDSN | NORDSON CORP | $1,376.70万 | 0.51% | 45,633 | -162 | -0.4% | -$4.89万 | 重新持有 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,365.67万 | 0.51% | 142,080 | -706 | -0.5% | -$6.79万 | 重新持有 |
| A | AGILENT TECHNOLOGIES INC | $1,336.36万 | 0.50% | 100,607 | -1,763 | -1.7% | -$23.42万 | 重新持有 |
| DE | DEERE & CO | $1,317.82万 | 0.49% | 20,775 | 0 | 0.0% | — | 重新持有 |
| PEP | PEPSICO INC | $1,294.77万 | 0.48% | 95,626 | 456 | 0.5% | $6.17万 | 重新持有 |
| GE | GE AEROSPACE | $1,282.55万 | 0.48% | 34,318 | 163 | 0.5% | $6.09万 | 重新持有 |
| WFC | WELLS FARGO & CO | $1,239.45万 | 0.46% | 149,982 | 46,083 | 44.4% | $380.83万 | 重新持有 |
| NVS | NOVARTIS AG | $1,153.21万 | 0.43% | 73,584 | 15,221 | 26.1% | $238.54万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $1,108.50万 | 0.41% | 32,772 | 31,186 | 1,966.3% | $1,054.86万 | 重新持有 |
| SNY | SANOFI SA | $1,103.37万 | 0.41% | 258,642 | 111,279 | 75.5% | $474.72万 | 重新持有 |
| DECK | DECKERS OUTDOOR CORP | $1,101.32万 | 0.41% | 110,920 | 3,649 | 3.4% | $36.23万 | 重新持有 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,094.19万 | 0.41% | 58,096 | 58,096 | — | $1,094.19万 | 新建仓 |
| ING | ING GROEP N.V. | $1,091.59万 | 0.41% | 347,862 | 71,061 | 25.7% | $222.99万 | 重新持有 |
| CMI | CUMMINS INC | $1,073.01万 | 0.40% | 15,045 | -1,214 | -7.5% | -$86.58万 | 重新持有 |
| PFE | PFIZER INC | $1,065.29万 | 0.40% | 442,396 | 36,841 | 9.1% | $88.71万 | 重新持有 |
| TRMB | TRIMBLE INC | $1,049.83万 | 0.39% | 205,125 | 81,753 | 66.3% | $418.41万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $1,029.02万 | 0.38% | 243,037 | 5,861 | 2.5% | $24.82万 | 重新持有 |
| POOL | POOL CORP | $1,021.45万 | 0.38% | 47,531 | 27,003 | 131.5% | $580.30万 | 重新持有 |
| LPLA | LPL FINL HLDGS INC | $1,008.46万 | 0.38% | 35,802 | 146 | 0.4% | $4.11万 | 重新持有 |
| T | AT&T INC | $1,002.31万 | 0.37% | 484,209 | 48,991 | 11.3% | $101.41万 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $994.56万 | 0.37% | 79,923 | 25,804 | 47.7% | $321.10万 | 重新持有 |
| ASML | ASML HLDG NV | $983.58万 | 0.37% | 4,944 | 14 | 0.3% | $2.79万 | 重新持有 |
| TTE | TOTALENERGIES SE | $982.01万 | 0.37% | 126,288 | 126,288 | — | $982.01万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $970.72万 | 0.36% | 157,175 | 14,170 | 9.9% | $87.51万 | 重新持有 |
| UL | UNILEVER PLC | $946.07万 | 0.35% | 157,364 | 157,364 | — | $946.07万 | 新建仓 |
| COP | CONOCOPHILLIPS | $931.93万 | 0.35% | 89,643 | 379 | 0.4% | $3.94万 | 重新持有 |
| OMF | ONEMAIN HLDGS INC | $924.92万 | 0.34% | 151,702 | -135 | -0.1% | -$8,231 | 重新持有 |
| RY | ROYAL BK CDA | $922.63万 | 0.34% | 44,578 | -2,775 | -5.9% | -$57.43万 | 重新持有 |
| HSY | HERSHEY CO | $917.60万 | 0.34% | 52,300 | 0 | 0.0% | — | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $916.66万 | 0.34% | 158,482 | -23,661 | -13.0% | -$136.86万 | 重新持有 |
| CPRT | COPART INC | $908.12万 | 0.34% | 322,144 | 2,840 | 0.9% | $8.01万 | 重新持有 |
| PRI | PRIMERICA INC | $904.17万 | 0.34% | 31,815 | -70 | -0.2% | -$1.99万 | 重新持有 |
| BP | BP PLC | $900.45万 | 0.33% | 243,693 | 8,847 | 3.8% | $32.69万 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $893.11万 | 0.33% | 50,107 | 48,103 | 2,400.3% | $857.39万 | 重新持有 |
| TFC | TRUIST FINL CORP | $883.68万 | 0.33% | 177,375 | -98 | -0.1% | -$4,882 | 重新持有 |
| FTAI | FTAI AVIATION LTD | $882.77万 | 0.33% | 32,631 | 32,631 | — | $882.77万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $880.78万 | 0.33% | 29,057 | -119 | -0.4% | -$3.61万 | 重新持有 |
| UPS | UNITED PARCEL SVCS INC | $850.88万 | 0.32% | 79,151 | 10,696 | 15.6% | $114.98万 | 重新持有 |
| KKR | KKR & CO INC | $842.27万 | 0.31% | 91,771 | 30,714 | 50.3% | $281.89万 | 重新持有 |
| VRSK | VERISK ANALYTICS INC | $841.06万 | 0.31% | 46,848 | -5,628 | -10.7% | -$101.04万 | 重新持有 |
| LOGI | LOGITECH INTL S A | $827.15万 | 0.31% | 87,957 | 9,719 | 12.4% | $91.40万 | 重新持有 |
| CNI | CANADIAN NATL RY CO | $803.73万 | 0.30% | 67,405 | 27,770 | 70.1% | $331.13万 | 重新持有 |
| LYG | LLOYDS BANKING GROUP PLC | $801.18万 | 0.30% | 1,374,230 | 115,454 | 9.2% | $67.31万 | 重新持有 |
| USB | US BANCORP | $800.88万 | 0.30% | 132,595 | -13,397 | -9.2% | -$80.92万 | 重新持有 |
| EQNR | EQUINOR ASA | $791.42万 | 0.29% | 252,045 | 582 | 0.2% | $1.83万 | 重新持有 |
| ORCL | ORACLE CORP | $769.04万 | 0.29% | 52,476 | -2,882 | -5.2% | -$42.24万 | 重新持有 |
| V | VISA INC | $766.80万 | 0.29% | 22,350 | -5,264 | -19.1% | -$180.60万 | 重新持有 |
| TJX | TJX COS INC NEW | $759.25万 | 0.28% | 50,116 | -2,708 | -5.1% | -$41.03万 | 重新持有 |
| HMC | HONDA MOTOR CO LTD | $757.40万 | 0.28% | 279,379 | 104,925 | 60.1% | $284.45万 | 重新持有 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $751.69万 | 0.28% | 28,553 | 1,994 | 7.5% | $52.49万 | 重新持有 |
| GSK | GSK PLC | $739.52万 | 0.28% | 141,076 | 26,159 | 22.8% | $137.13万 | 重新持有 |