13F 机构持仓

LOGAN CAPITAL MANAGEMENT INC

Newtown Square PA · SEC CIK 0001121330

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$26.88亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 5.4%
KLAC 4.1%
AVGO 3.7%
APH 3.4%
ADVISORS SER T 3.0%
AMZN 2.9%
MU 2.8%
FLEX 2.6%
MSFT 2.2%
GOOGL 1.7%

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
LOW LOWES COS INC $1,3230.00%6 6— $1,323 新建仓
HEI/A HEICO CORP NEW $1,2900.00%5 5— $1,290 新建仓
ABNB AIRBNB INC $1,2880.00%9 9— $1,288 新建仓
PCG PG&E CORP $1,2620.00%75 75— $1,262 新建仓
SPHQ INVESCO EXCHANGE TRADED FD T $1,2620.00%14 14— $1,262 新建仓
GOVT ISHARES TR $1,2300.00%54 54— $1,230 新建仓
IWR ISHARES TR $1,1030.00%10 10— $1,103 新建仓
CVE CENOVUS ENERGY INC $1,0670.00%43 43— $1,067 新建仓
VGIT VANGUARD SCOTTSDALE FDS $1,0610.00%18 18— $1,061 新建仓
DGX QUEST DIAGNOSTICS INC $1,0600.00%5 5— $1,060 新建仓
SO SOUTHERN CO $1,0530.00%11 11— $1,053 新建仓
NOK NOKIA CORP $1,0490.00%79 79— $1,049 新建仓
EMBC EMBECTA CORP $1,0430.00%320 320— $1,043 新建仓
GS GOLDMAN SACHS GROUP INC $1,0110.00%1 1— $1,011 新建仓
FCX FREEPORT MCMORAN INC $1,0060.00%16 16— $1,006 新建仓
VRTX VERTEX PHARMACEUTICALS INC $9930.00%2 2— $993 新建仓
MICC MAGNUM ICE CREAM CO NV $9920.00%57 57— $992 新建仓
CAH CARDINAL HEALTH INC $9500.00%4 4— $950 新建仓
HLN HALEON PLC $9420.00%101 101— $942 新建仓
TGT TARGET CORP $9160.00%7 7— $916 新建仓
BIV VANGUARD BD INDEX FDS $8440.00%11 11— $844 新建仓
YUM YUM BRANDS INC $7990.00%5 5— $799 新建仓
ITT ITT INC $7910.00%4 4— $791 新建仓
WTW WILLIS TOWERS WATSON PLC LTD $7840.00%3 3— $784 新建仓
IUSG ISHARES TR $7540.00%4 4— $754 新建仓
CCEP COCA-COLA EUROPACIFIC PARTNE $7000.00%7 7— $700 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $6160.00%5 5— $616 新建仓
DELL DELL TECHNOLOGIES INC $4310.00%1 1— $431 新建仓
SCHP SCHWAB STRATEGIC TR $4240.00%16 16— $424 新建仓
VO VANGUARD INDEX FDS $3220.00%4 4— $322 新建仓
— OCCIDENTAL PETE CORP $3200.00%12 12— $320 新建仓
FDLO FIDELITY COVINGTON TRUST $2050.00%3 3— $205 新建仓
VOE VANGUARD INDEX FDS $1760.00%1 1— $176 新建仓
AAL AMERICAN AIRLINES GROUP INC $1080.00%6 6— $108 新建仓
BHP BHP BILLITON LIMITED $730.00%1 1— $73 新建仓
SHYG ISHARES TR $550.00%1 1— $55 新建仓
IAT ISHARES TR $400.00%1 1— $40 新建仓
FNDF SCHWAB STRATEGIC TR $360.00%1 1— $36 新建仓
HFXI NEW YORK LIFE INVESTMENTS ET $250.00%1 1— $25 新建仓
XLV SELECT SECTOR SPDR TR $250.00%0 0— — 清仓
DIVI FRANKLIN TEMPLETON ETF TR $70.00%0 0— — 清仓
DFIV DIMENSIONAL ETF TRUST $20.00%0 0— — 清仓
AAPL APPLE INC 看跌期权 $00.00%0 -518,682-100.0% -$1.32亿 清仓
AVGO BROADCOM INC 看跌期权 $00.00%0 -284,808-100.0% -$8,815.09万 清仓
AMZN AMAZON COM INC 看跌期权 $00.00%0 -327,286-100.0% -$6,816.39万 清仓
APH AMPHENOL CORP 看跌期权 $00.00%0 -510,538-100.0% -$6,450.65万 清仓
— ADVISORS SER TR 看跌期权 $00.00%0 -1,085,914-100.0% -$6,412.32万 清仓
KLAC KLA CORP 看跌期权 $00.00%0 -421,690-100.0% -$6,208.97万 清仓
MSFT MICROSOFT CORP 看跌期权 $00.00%0 -162,280-100.0% -$6,007.12万 清仓
NFLX NETFLIX INC. 看跌期权 $00.00%0 -468,009-100.0% -$4,499.91万 清仓
MA MASTERCARD INCORPORATED 看跌期权 $00.00%0 -89,352-100.0% -$4,464.55万 清仓
META META PLATFORMS INC 看跌期权 $00.00%0 -77,873-100.0% -$4,455.33万 清仓
GOOG ALPHABET INC 看跌期权 $00.00%0 -131,588-100.0% -$3,774.74万 清仓
GOOGL ALPHABET INC 看跌期权 $00.00%0 -129,644-100.0% -$3,728.05万 清仓
APP APPLOVIN CORP 看跌期权 $00.00%0 -82,630-100.0% -$3,288.67万 清仓
FAST FASTENAL CO 看跌期权 $00.00%0 -692,045-100.0% -$3,211.09万 清仓
WSM WILLIAMS SONOMA INC 看跌期权 $00.00%0 -167,401-100.0% -$3,052.22万 清仓
FLEX FLEXTRONICS INTL LTD 看跌期权 $00.00%0 -464,727-100.0% -$3,042.10万 清仓
DKS DICKS SPORTING GOODS INC 看跌期权 $00.00%0 -145,665-100.0% -$2,888.39万 清仓
LLY ELI LILLY & CO 看跌期权 $00.00%0 -27,877-100.0% -$2,564.01万 清仓
CVX CHEVRON CORPORATION 看跌期权 $00.00%0 -123,783-100.0% -$2,561.08万 清仓
MU MICRON TECHNOLOGY INC 看跌期权 $00.00%0 -73,560-100.0% -$2,485.16万 清仓
URI UNITED RENTALS INC 看跌期权 $00.00%0 -33,264-100.0% -$2,423.49万 清仓
CTAS CINTAS CORP 看跌期权 $00.00%0 -135,395-100.0% -$2,290.08万 清仓
SHW SHERWIN WILLIAMS CO 看跌期权 $00.00%0 -69,724-100.0% -$2,235.01万 清仓
SHEL SHELL PLC 看跌期权 $00.00%0 -233,601-100.0% -$2,172.49万 清仓
MTD METTLER TOLEDO INTERNATIONAL 看跌期权 $00.00%0 -16,676-100.0% -$2,103.18万 清仓
UI UBIQUITI INC 看跌期权 $00.00%0 -26,265-100.0% -$2,075.70万 清仓
JPM JPMORGAN CHASE & CO 看跌期权 $00.00%0 -70,512-100.0% -$2,074.19万 清仓
ANET ARISTA NETWORKS INC 看跌期权 $00.00%0 -168,547-100.0% -$2,069.42万 清仓
BURL BURLINGTON STORES INC 看跌期权 $00.00%0 -63,183-100.0% -$2,055.85万 清仓
MRK MERCK & CO INC 看跌期权 $00.00%0 -155,227-100.0% -$1,867.22万 清仓
STRL STERLING INFRASTRUCTURE INC 看跌期权 $00.00%0 -44,172-100.0% -$1,798.99万 清仓
ODFL OLD DOMINION FREIGHT LINE IN 看跌期权 $00.00%0 -91,807-100.0% -$1,793.91万 清仓
LECO LINCOLN ELEC HLDGS INC 看跌期权 $00.00%0 -68,978-100.0% -$1,718.09万 清仓
ABBV ABBVIE INC 看跌期权 $00.00%0 -78,596-100.0% -$1,709.39万 清仓
NVDA NVIDIA CORPORATION 看跌期权 $00.00%0 -91,288-100.0% -$1,592.06万 清仓
JNJ JOHNSON & JOHNSON 看跌期权 $00.00%0 -63,411-100.0% -$1,550.01万 清仓
IBM INTERNATIONAL BUSINESS MACHS 看跌期权 $00.00%0 -63,189-100.0% -$1,531.64万 清仓
CAT CATERPILLAR INC 看跌期权 $00.00%0 -21,573-100.0% -$1,528.39万 清仓
PEP PEPSICO INC 看跌期权 $00.00%0 -96,490-100.0% -$1,498.40万 清仓
HD HOME DEPOT INC 看跌期权 $00.00%0 -44,833-100.0% -$1,474.52万 清仓
HUBB HUBBELL INC 看跌期权 $00.00%0 -29,473-100.0% -$1,446.38万 清仓
T AT&T INC 看跌期权 $00.00%0 -489,425-100.0% -$1,418.84万 清仓
SBUX STARBUCKS CORP 看跌期权 $00.00%0 -155,700-100.0% -$1,394.92万 清仓
PG PROCTER & GAMBLE CO 看跌期权 $00.00%0 -95,032-100.0% -$1,372.64万 清仓
TXRH TEXAS ROADHOUSE INC 看跌期权 $00.00%0 -80,491-100.0% -$1,329.23万 清仓
LAD LITHIA MTRS INC 看跌期权 $00.00%0 -52,304-100.0% -$1,306.13万 清仓
MAR MARRIOTT INTL INC NEW 看跌期权 $00.00%0 -39,508-100.0% -$1,292.19万 清仓
PFE PFIZER INC 看跌期权 $00.00%0 -450,453-100.0% -$1,264.87万 清仓
VZ VERIZON COMMUNICATIONS INC 看跌期权 $00.00%0 -248,217-100.0% -$1,246.05万 清仓
NDSN NORDSON CORP 看跌期权 $00.00%0 -45,714-100.0% -$1,216.26万 清仓
EQNR EQUINOR ASA 看跌期权 $00.00%0 -286,169-100.0% -$1,207.63万 清仓
COP CONOCOPHILLIPS 看跌期权 $00.00%0 -90,399-100.0% -$1,193.26万 清仓
DE DEERE & CO 看跌期权 $00.00%0 -20,775-100.0% -$1,170.26万 清仓
WAT WATERS CORP 看跌期权 $00.00%0 -39,199-100.0% -$1,167.35万 清仓
A AGILENT TECHNOLOGIES INC 看跌期权 $00.00%0 -101,755-100.0% -$1,159.81万 清仓
ACN ACCENTURE PLC IRELAND 看跌期权 $00.00%0 -58,369-100.0% -$1,157.40万 清仓
CLS CELESTICA INC 看跌期权 $00.00%0 -40,933-100.0% -$1,153.00万 清仓
ETN EATON CORP PLC 看跌期权 $00.00%0 -31,951-100.0% -$1,142.78万 清仓