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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $723.66万 | 0.27% | 26,771 | -1,376 | -4.9% | -$37.20万 | 重新持有 |
| WMT | WALMART INC | $722.72万 | 0.27% | 63,811 | -12,926 | -16.8% | -$146.40万 | 重新持有 |
| COIN | COINBASE GLOBAL INC | $705.47万 | 0.26% | 48,257 | 235 | 0.5% | $3.44万 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $694.25万 | 0.26% | 28,196 | -80 | -0.3% | -$1.97万 | 重新持有 |
| KO | COCA COLA CO | $639.49万 | 0.24% | 78,687 | 32,703 | 71.1% | $265.78万 | 重新持有 |
| AMGN | AMGEN INC | $629.35万 | 0.23% | 17,380 | -4,507 | -20.6% | -$163.20万 | 重新持有 |
| RH | RH | $627.06万 | 0.23% | 38,066 | 5,350 | 16.4% | $88.13万 | 重新持有 |
| SPGI | S&P GLOBAL INC | $622.85万 | 0.23% | 15,294 | -772 | -4.8% | -$31.44万 | 重新持有 |
| DEO | DIAGEO PLC | $598.37万 | 0.22% | 74,443 | 33,152 | 80.3% | $266.48万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $597.90万 | 0.22% | 33,050 | -2,491 | -7.0% | -$45.06万 | 重新持有 |
| LIN | LINDE PLC | $581.84万 | 0.22% | 11,212 | -3,019 | -21.2% | -$156.67万 | 重新持有 |
| SW | SMURFIT WESTROCK PLC | $567.87万 | 0.21% | 122,756 | 122,756 | — | $567.87万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $550.26万 | 0.20% | 29,019 | 29,019 | — | $550.26万 | 新建仓 |
| LFUS | LITTELFUSE INC | $541.61万 | 0.20% | 11,895 | 352 | 3.0% | $16.03万 | 重新持有 |
| EMR | EMERSON ELEC CO | $541.60万 | 0.20% | 37,834 | -1,101 | -2.8% | -$15.76万 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $539.11万 | 0.20% | 12,971 | 2,306 | 21.6% | $95.84万 | 重新持有 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $535.77万 | 0.20% | 58,747 | -2,301 | -3.8% | -$20.98万 | 重新持有 |
| MS | MORGAN STANLEY | $519.72万 | 0.19% | 24,862 | -9,131 | -26.9% | -$190.87万 | 重新持有 |
| PAYC | PAYCOM SOFTWARE INC | $514.67万 | 0.19% | 40,951 | 2,235 | 5.8% | $28.09万 | 重新持有 |
| ON | ON SEMICONDUCTOR CORP | $509.01万 | 0.19% | 53,841 | 157 | 0.3% | $1.48万 | 重新持有 |
| UNP | UNION PAC CORP | $497.40万 | 0.19% | 18,287 | -1,876 | -9.3% | -$51.03万 | 重新持有 |
| FULT | FULTON FINL CORP PA | $493.96万 | 0.18% | 204,200 | 0 | 0.0% | — | 重新持有 |
| RELX | RELX PLC | $493.68万 | 0.18% | 155,883 | 155,883 | — | $493.68万 | 新建仓 |
| GLW | CORNING INC | $489.05万 | 0.18% | 19,146 | 0 | 0.0% | — | 重新持有 |
| NEE | NEXTERA ENERGY INC | $484.83万 | 0.18% | 55,239 | -5,821 | -9.5% | -$51.09万 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING IN | $484.41万 | 0.18% | 21,630 | 469 | 2.2% | $10.50万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $483.82万 | 0.18% | 9,497 | -58 | -0.6% | -$2.95万 | 重新持有 |
| NSC | NORFOLK SOUTHN CORP | $482.11万 | 0.18% | 15,325 | 0 | 0.0% | — | 重新持有 |
| NSP | INSPERITY INC | $467.46万 | 0.17% | 113,158 | 47,441 | 72.2% | $195.98万 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $466.63万 | 0.17% | 4,771 | -1,279 | -21.1% | -$125.09万 | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $457.77万 | 0.17% | 49,931 | 13,862 | 38.4% | $127.09万 | 重新持有 |
| MSCI | MSCI INC | $452.40万 | 0.17% | 8,078 | -64 | -0.8% | -$3.58万 | 重新持有 |
| COR | CENCORA INC | $450.84万 | 0.17% | 15,932 | -7 | -0.0% | -$1,981 | 重新持有 |
| DGICA | DONEGAL GROUP INC | $421.90万 | 0.16% | 223,703 | 0 | 0.0% | — | 重新持有 |
| NXPI | NXP SEMICONDUCTORS N V | $391.05万 | 0.15% | 13,915 | -75 | -0.5% | -$2.11万 | 重新持有 |
| CDW | CDW CORP | $386.73万 | 0.14% | 27,498 | 36 | 0.1% | $5,063 | 重新持有 |
| CB | CHUBB LIMITED | $382.46万 | 0.14% | 11,224 | -1,338 | -10.7% | -$45.59万 | 重新持有 |
| DIS | DISNEY WALT CO | $376.63万 | 0.14% | 39,130 | -5,750 | -12.8% | -$55.34万 | 重新持有 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $375.87万 | 0.14% | 56,000 | 0 | 0.0% | — | 重新持有 |
| ABT | ABBOTT LABORATORIES | $372.80万 | 0.14% | 41,084 | -4,779 | -10.4% | -$43.37万 | 重新持有 |
| MSI | MOTOROLA SOLUTIONS INC | $368.62万 | 0.14% | 8,876 | 1,351 | 18.0% | $56.11万 | 重新持有 |
| — | EXXON MOBIL CORP | $365.99万 | 0.14% | 26,769 | -427 | -1.6% | -$5.84万 | 重新持有 |
| DY | DYCOM INDS INC | $364.02万 | 0.14% | 7,200 | 0 | 0.0% | — | 重新持有 |
| SHOP | SHOPIFY INC | $354.30万 | 0.13% | 31,030 | -1,752 | -5.3% | -$20.00万 | 重新持有 |
| CMS | CMS ENERGY CORP | $343.93万 | 0.13% | 44,958 | -18,203 | -28.8% | -$139.25万 | 重新持有 |
| GWW | WW GRAINGER INC | $343.37万 | 0.13% | 2,524 | 0 | 0.0% | — | 重新持有 |
| GEV | GE VERNOVA INC | $337.77万 | 0.13% | 2,875 | -36 | -1.2% | -$4.23万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $327.99万 | 0.12% | 25,912 | -100 | -0.4% | -$1.27万 | 重新持有 |
| — | ELECTRONIC ARTS INC | $327.75万 | 0.12% | 15,985 | -53,130 | -76.9% | -$1,089.35万 | 重新持有 |
| YETI | YETI HLDGS INC | $308.18万 | 0.11% | 62,184 | -19,555 | -23.9% | -$96.91万 | 重新持有 |
| IQV | IQVIA HLDGS INC | $307.30万 | 0.11% | 15,904 | -687 | -4.1% | -$13.27万 | 重新持有 |
| — | DONEGAL GROUP INC | $294.43万 | 0.11% | 135,185 | 0 | 0.0% | — | 重新持有 |
| SN | SHARKNINJA INC | $286.77万 | 0.11% | 18,833 | -91 | -0.5% | -$1.39万 | 重新持有 |
| AZO | AUTOZONE INC | $283.16万 | 0.11% | 886 | 0 | 0.0% | — | 重新持有 |
| FFIV | F5 INC | $270.37万 | 0.10% | 6,500 | 0 | 0.0% | — | 重新持有 |
| RJF | RAYMOND JAMES FINL INC | $269.53万 | 0.10% | 17,729 | -11,603 | -39.6% | -$176.40万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $264.75万 | 0.10% | 8,882 | 8,882 | — | $264.75万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $260.60万 | 0.10% | 5,117 | -635 | -11.0% | -$32.34万 | 重新持有 |
| Q | QNITY ELECTRONICS INC | $256.49万 | 0.10% | 15,706 | 15,706 | — | $256.49万 | 新建仓 |
| SYK | STRYKER CORPORATION | $255.12万 | 0.09% | 8,103 | 5,097 | 169.6% | $160.47万 | 重新持有 |
| — | FRANKLIN FINL SVCS CORP | $253.84万 | 0.09% | 40,550 | 0 | 0.0% | — | 重新持有 |
| IPGP | IPG PHOTONICS CORP | $251.73万 | 0.09% | 21,457 | -4,782 | -18.2% | -$56.10万 | 重新持有 |
| MCO | MOODYS CORP | $245.89万 | 0.09% | 5,429 | 5,429 | — | $245.89万 | 新建仓 |
| TTD | THE TRADE DESK INC | $242.92万 | 0.09% | 134,358 | -116,669 | -46.5% | -$210.94万 | 重新持有 |
| FIVE | FIVE BELOW INC | $241.22万 | 0.09% | 13,417 | 0 | 0.0% | — | 重新持有 |
| RF | REGIONS FINANCIAL CORP NEW | $239.70万 | 0.09% | 79,372 | -103,796 | -56.7% | -$313.46万 | 重新持有 |
| PSX | PHILLIPS 66 | $231.85万 | 0.09% | 13,715 | 0 | 0.0% | — | 重新持有 |
| TMP | TOMPKINS FINL CORP | $221.55万 | 0.08% | 23,439 | 0 | 0.0% | — | 重新持有 |
| BNY | BANK OF NY MELLON CORP | $218.26万 | 0.08% | 15,093 | -135 | -0.9% | -$1.95万 | 重新持有 |
| MET | METLIFE INC | $213.60万 | 0.08% | 25,245 | 1,279 | 5.3% | $10.82万 | 重新持有 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $212.62万 | 0.08% | 48,600 | 0 | 0.0% | — | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $210.87万 | 0.08% | 4,293 | 3,770 | 720.8% | $185.18万 | 重新持有 |
| RTX | RTX CORPORATION | $210.13万 | 0.08% | 11,075 | -2,510 | -18.5% | -$47.62万 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $205.98万 | 0.08% | 6,152 | 6,152 | — | $205.98万 | 新建仓 |
| APTV | APTIV PLC | $195.13万 | 0.07% | 31,790 | 15,356 | 93.4% | $94.26万 | 重新持有 |
| LULU | LULULEMON ATHLETICA INC | $193.16万 | 0.07% | 16,917 | -11,631 | -40.7% | -$132.80万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $188.96万 | 0.07% | 3,769 | 3,407 | 941.2% | $170.81万 | 重新持有 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $188.38万 | 0.07% | 10,527 | -134 | -1.3% | -$2.40万 | 重新持有 |
| CPAY | CORPAY INC | $187.33万 | 0.07% | 5,621 | -2,772 | -33.0% | -$92.38万 | 重新持有 |
| WAB | WABTEC | $185.70万 | 0.07% | 6,888 | 0 | 0.0% | — | 重新持有 |
| NTES | NETEASE COM INC | $180.27万 | 0.07% | 14,068 | -103 | -0.7% | -$1.32万 | 重新持有 |
| ZTS | ZOETIS INC | $176.95万 | 0.07% | 24,624 | -25,551 | -50.9% | -$183.61万 | 重新持有 |
| CRL | CHARLES RIV LABS INTL INC | $172.00万 | 0.06% | 7,584 | -3,391 | -30.9% | -$76.90万 | 重新持有 |
| MO | ALTRIA GROUP INC | $168.54万 | 0.06% | 23,424 | 0 | 0.0% | — | 重新持有 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $168.13万 | 0.06% | 19,316 | 3,676 | 23.5% | $32.00万 | 重新持有 |
| CASY | CASEYS GEN STORES INC | $163.57万 | 0.06% | 2,058 | 22 | 1.1% | $1.75万 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $162.30万 | 0.06% | 1,735 | 0 | 0.0% | — | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $162.11万 | 0.06% | 5,529 | 522 | 10.4% | $15.30万 | 重新持有 |
| RL | RALPH LAUREN CORP | $159.28万 | 0.06% | 3,968 | 3,968 | — | $159.28万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $159.27万 | 0.06% | 18,500 | 0 | 0.0% | — | 重新持有 |
| CTVA | CORTEVA INC | $149.46万 | 0.06% | 17,648 | 0 | 0.0% | — | 重新持有 |
| FLS | FLOWSERVE CORP | $147.58万 | 0.05% | 19,900 | -20 | -0.1% | -$1,483 | 重新持有 |
| MIDD | MIDDLEBY CORP | $146.81万 | 0.05% | 8,535 | 6,177 | 262.0% | $106.25万 | 重新持有 |
| INTU | INTUIT | $145.17万 | 0.05% | 5,562 | -29 | -0.5% | -$7,569 | 重新持有 |
| YOU | CLEAR SECURE INC | $143.39万 | 0.05% | 25,729 | 25,729 | — | $143.39万 | 新建仓 |
| CZNC | CITIZENS & NORTHN CORP | $140.47万 | 0.05% | 60,260 | 0 | 0.0% | — | 重新持有 |
| ADBE | ADOBE INC | $139.52万 | 0.05% | 6,805 | -2,829 | -29.4% | -$58.00万 | 重新持有 |
| RACE | FERRARI N V | $137.86万 | 0.05% | 3,703 | 41 | 1.1% | $1.53万 | 重新持有 |
| CVS | CVS HEALTH CORP | $137.67万 | 0.05% | 13,308 | -163 | -1.2% | -$1.69万 | 重新持有 |
| AON | AON PLC | $134.73万 | 0.05% | 4,062 | -16 | -0.4% | -$5,307 | 重新持有 |