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 |
|---|---|---|---|---|---|---|---|---|
| ENB | ENBRIDGE INC | $8.53万 | 0.00% | 1,574 | 1,574 | — | $8.53万 | 新建仓 |
| SHY | ISHARES TR | $8.20万 | 0.00% | 998 | 998 | — | $8.20万 | 新建仓 |
| AME | AMETEK INC | $8.03万 | 0.00% | 332 | 332 | — | $8.03万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $7.64万 | 0.00% | 862 | 862 | — | $7.64万 | 新建仓 |
| DTE | DTE ENERGY CO | $7.62万 | 0.00% | 500 | 500 | — | $7.62万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $7.09万 | 0.00% | 421 | 421 | — | $7.09万 | 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 |
| SOLV | SOLVENTUM CORP | $6.96万 | 0.00% | 902 | 902 | — | $6.96万 | 新建仓 |
| CME | CME GROUP INC | $6.19万 | 0.00% | 280 | 280 | — | $6.19万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $6.02万 | 0.00% | 496 | 496 | — | $6.02万 | 新建仓 |
| FLOT | ISHARES TR | $5.98万 | 0.00% | 1,171 | 1,171 | — | $5.98万 | 新建仓 |
| — | BANK OF AMER CORP | $5.52万 | 0.00% | 44 | 44 | — | $5.52万 | 新建仓 |
| INMU | BLACKROCK ETF TRUST II | $5.18万 | 0.00% | 2,139 | 2,139 | — | $5.18万 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $5.13万 | 0.00% | 431 | 431 | — | $5.13万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $5.11万 | 0.00% | 861 | 861 | — | $5.11万 | 新建仓 |
| — | WELLS FARGO & CO | $5.09万 | 0.00% | 44 | 44 | — | $5.09万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $5.04万 | 0.00% | 400 | 400 | — | $5.04万 | 新建仓 |
| IEF | ISHARES TR | $4.76万 | 0.00% | 503 | 503 | — | $4.76万 | 新建仓 |
| CI | THE CIGNA GROUP | $4.52万 | 0.00% | 164 | 164 | — | $4.52万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $4.39万 | 0.00% | 302 | 302 | — | $4.39万 | 新建仓 |
| IWF | ISHARES TR | $4.37万 | 0.00% | 352 | -12,114 | -97.2% | -$150.42万 | 重新持有 |
| BG | BUNGE GLOBAL SA | $4.27万 | 0.00% | 400 | 400 | — | $4.27万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $4.07万 | 0.00% | 1,000 | 1,000 | — | $4.07万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $3.82万 | 0.00% | 217 | 217 | — | $3.82万 | 新建仓 |
| IR | INGERSOLL RAND INC | $3.62万 | 0.00% | 441 | 441 | — | $3.62万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $3.30万 | 0.00% | 48 | 48 | — | $3.30万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3.17万 | 0.00% | 202 | 202 | — | $3.17万 | 新建仓 |
| ECL | ECOLAB INC | $3.01万 | 0.00% | 108 | 108 | — | $3.01万 | 新建仓 |
| IWB | ISHARES TR | $2.91万 | 0.00% | 71 | 71 | — | $2.91万 | 新建仓 |
| NI | NISOURCE INC | $2.75万 | 0.00% | 578 | 578 | — | $2.75万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $2.62万 | 0.00% | 219 | 219 | — | $2.62万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2.57万 | 0.00% | 350 | 350 | — | $2.57万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $2.36万 | 0.00% | 256 | 256 | — | $2.36万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $2.03万 | 0.00% | 17 | 17 | — | $2.03万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $2.01万 | 0.00% | 100 | 100 | — | $2.01万 | 新建仓 |
| AGG | ISHARES TR | $2.00万 | 0.00% | 202 | 202 | — | $2.00万 | 新建仓 |
| IEFA | ISHARES TR | $1.96万 | 0.00% | 203 | 203 | — | $1.96万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.52万 | 0.00% | 16 | 16 | — | $1.52万 | 新建仓 |
| CBRE | CBRE GROUP INC | $1.44万 | 0.00% | 107 | 107 | — | $1.44万 | 新建仓 |
| IBTM | ISHARES TR | $1.38万 | 0.00% | 609 | 609 | — | $1.38万 | 新建仓 |
| IBTL | ISHARES TR | $1.38万 | 0.00% | 682 | 682 | — | $1.38万 | 新建仓 |
| — | VANGUARD MALVERN FDS | $1.32万 | 0.00% | 176 | 176 | — | $1.32万 | 新建仓 |
| CVNA | CARVANA CO | $1.28万 | 0.00% | 195 | 195 | — | $1.28万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.24万 | 0.00% | 9 | 9 | — | $1.24万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1.21万 | 0.00% | 100 | 100 | — | $1.21万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $1.18万 | 0.00% | 220 | 220 | — | $1.18万 | 新建仓 |
| TLT | ISHARES TR | $1.17万 | 0.00% | 135 | 135 | — | $1.17万 | 新建仓 |
| VTRS | VIATRIS INC | $1.08万 | 0.00% | 682 | 682 | — | $1.08万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $9,983 | 0.00% | 76 | 76 | — | $9,983 | 新建仓 |
| EXC | EXELON CORP | $9,837 | 0.00% | 211 | 211 | — | $9,837 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V | $9,326 | 0.00% | 343 | 343 | — | $9,326 | 新建仓 |
| SMH | VANECK ETF TRUST | $9,305 | 0.00% | 14 | 14 | — | $9,305 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $9,204 | 0.00% | 203 | 203 | — | $9,204 | 新建仓 |
| IVV | ISHARES TR | $8,987 | 0.00% | 12 | 12 | — | $8,987 | 新建仓 |
| NXT | NEXTPOWER INC | $8,936 | 0.00% | 75 | 75 | — | $8,936 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $8,637 | 0.00% | 181 | 181 | — | $8,637 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $8,395 | 0.00% | 11 | 11 | — | $8,395 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $7,432 | 0.00% | 103 | 103 | — | $7,432 | 新建仓 |
| SAN | BANCO SANTANDER SA | $7,342 | 0.00% | 532 | 532 | — | $7,342 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $7,293 | 0.00% | 68 | 68 | — | $7,293 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $7,232 | 0.00% | 101 | 101 | — | $7,232 | 新建仓 |
| IBDR | ISHARES TR | $6,860 | 0.00% | 283 | 283 | — | $6,860 | 新建仓 |
| IBDT | ISHARES TR | $6,792 | 0.00% | 269 | 269 | — | $6,792 | 新建仓 |
| IBDU | ISHARES TR | $6,786 | 0.00% | 293 | 293 | — | $6,786 | 新建仓 |
| IBTI | ISHARES TR | $6,771 | 0.00% | 306 | 306 | — | $6,771 | 新建仓 |
| IBTO | ISHARES TR | $6,753 | 0.00% | 280 | 280 | — | $6,753 | 新建仓 |
| IBTK | ISHARES TR | $6,740 | 0.00% | 345 | 345 | — | $6,740 | 新建仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $6,636 | 0.00% | 152 | 152 | — | $6,636 | 新建仓 |
| TREX | TREX INC | $6,105 | 0.00% | 122 | -14,000 | -99.1% | -$70.06万 | 重新持有 |
| EFAV | ISHARES TR | $6,083 | 0.00% | 69 | 69 | — | $6,083 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $5,994 | 0.00% | 103 | 103 | — | $5,994 | 新建仓 |
| SLB | SLB LIMITED | $5,858 | 0.00% | 126 | 126 | — | $5,858 | 新建仓 |
| ETR | ENTERGY CORP NEW | $5,665 | 0.00% | 49 | 49 | — | $5,665 | 新建仓 |
| QUAL | ISHARES TR | $5,053 | 0.00% | 23 | 23 | — | $5,053 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $4,764 | 0.00% | 40 | 40 | — | $4,764 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $4,742 | 0.00% | 68 | 68 | — | $4,742 | 新建仓 |
| KRP | KIMBELL RTY PARTNERS LP | $4,359 | 0.00% | 300 | 300 | — | $4,359 | 新建仓 |
| CSIQ | CANADIAN SOLAR INC | $3,941 | 0.00% | 246 | 246 | — | $3,941 | 新建仓 |
| AMAT | APPLIED MATLS INC | $3,615 | 0.00% | 5 | 5 | — | $3,615 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $3,509 | 0.00% | 34 | 34 | — | $3,509 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $3,448 | 0.00% | 59 | 59 | — | $3,448 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $3,204 | 0.00% | 37 | 37 | — | $3,204 | 新建仓 |
| RHI | ROBERT HALF INC. | $3,193 | 0.00% | 104 | 104 | — | $3,193 | 新建仓 |
| FQAL | FIDELITY COVINGTON TRUST | $2,927 | 0.00% | 36 | 36 | — | $2,927 | 新建仓 |
| OGN | ORGANON & CO | $2,843 | 0.00% | 210 | 210 | — | $2,843 | 新建仓 |
| PII | POLARIS INC | $2,738 | 0.00% | 40 | 40 | — | $2,738 | 新建仓 |
| MTUM | ISHARES TR | $2,400 | 0.00% | 7 | 7 | — | $2,400 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $2,399 | 0.00% | 90 | 90 | — | $2,399 | 新建仓 |
| MCK | MCKESSON CORP | $2,267 | 0.00% | 3 | 3 | — | $2,267 | 新建仓 |
| HON | HONEYWELL INTL INC | $2,239 | 0.00% | 10 | 10 | — | $2,239 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $2,211 | 0.00% | 10 | 10 | — | $2,211 | 新建仓 |
| IJH | ISHARES TR | $1,928 | 0.00% | 25 | 25 | — | $1,928 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $1,885 | 0.00% | 31 | 31 | — | $1,885 | 新建仓 |
| IWM | ISHARES TR | $1,803 | 0.00% | 6 | 6 | — | $1,803 | 新建仓 |
| USMV | ISHARES TR | $1,639 | 0.00% | 17 | 17 | — | $1,639 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $1,571 | 0.00% | 64 | 64 | — | $1,571 | 新建仓 |
| NTRS | NORTHERN TR CORP | $1,565 | 0.00% | 9 | 9 | — | $1,565 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,486 | 0.00% | 37 | 37 | — | $1,486 | 新建仓 |
| IUSV | ISHARES TR | $1,433 | 0.00% | 13 | 13 | — | $1,433 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $1,354 | 0.00% | 4 | 4 | — | $1,354 | 新建仓 |