Aurora Investment Counsel
ATLANTA GA · SEC CIK 0001316397
$1.80亿2026Q1 申报市值
106持仓数
16.8%前十大占比 · 第一大 2.1%
18 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INTU 新建仓+$330.17万
DORM 新建仓+$267.29万
NDAQ 新建仓+$262.82万
EXTR 新建仓+$257.67万
AZN 新建仓+$253.11万
2026Q1 卖出最多 按季末市值估算
ORA 清仓-$282.38万
GRC 清仓-$277.24万
KGS 清仓-$251.30万
IRM 清仓-$227.45万
UTHR 减仓-$219.17万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ORA | ORMAT TECHNOLOGIES INC | $0 | 0.00% | 0 | -25,562 | -100.0% | -$282.38万 | 清仓 |
| GRC | GORMAN RUPP CO | $0 | 0.00% | 0 | -58,061 | -100.0% | -$277.24万 | 清仓 |
| KGS | KODIAK GAS SVCS INC | $0 | 0.00% | 0 | -67,192 | -100.0% | -$251.30万 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -27,420 | -100.0% | -$227.45万 | 清仓 |
| ENS | ENERSYS | $0 | 0.00% | 0 | -14,344 | -100.0% | -$210.50万 | 清仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $0 | 0.00% | 0 | -47,437 | -100.0% | -$201.56万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -33,286 | -100.0% | -$175.88万 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | -36,798 | -100.0% | -$160.37万 | 清仓 |
| CROX | CROCS INC | $0 | 0.00% | 0 | -14,077 | -100.0% | -$120.39万 | 清仓 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | -15,886 | -100.0% | -$119.65万 | 清仓 |
| CF | CF INDS HLDGS INC | $0 | 0.00% | 0 | -13,567 | -100.0% | -$104.93万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -16,909 | -100.0% | -$98.71万 | 清仓 |
| POWL | POWELL INDS INC | $0 | 0.00% | 0 | -2,952 | -100.0% | -$94.10万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -2,630 | -100.0% | -$88.83万 | 清仓 |
| EAT | BRINKER INTL INC | $0 | 0.00% | 0 | -5,649 | -100.0% | -$81.07万 | 清仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $0 | 0.00% | 0 | -8,364 | -100.0% | -$40.61万 | 清仓 |
| OGE | OGE ENERGY CORP | $0 | 0.00% | 0 | -7,375 | -100.0% | -$31.49万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -6,707 | -100.0% | -$31.19万 | 清仓 |
| MKC | MCCORMICK & CO INC | $26.01万 | 0.14% | 5,156 | -205 | -3.8% | -$1.03万 | 减仓 |
| UTL | UNITIL CORP | $31.37万 | 0.17% | 6,005 | -295 | -4.7% | -$1.54万 | 减仓 |
| GNTX | GENTEX CORP | $34.42万 | 0.19% | 15,753 | -424 | -2.6% | -$9,264 | 减仓 |
| IPAR | INTERPARFUMS INC | $36.02万 | 0.20% | 3,965 | 260 | 7.0% | $2.36万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $36.92万 | 0.20% | 6,148 | -87 | -1.4% | -$5,225 | 减仓 |
| SYY | SYSCO CORP | $37.43万 | 0.21% | 5,247 | -14,251 | -73.1% | -$101.65万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $39.24万 | 0.22% | 4,353 | -154 | -3.4% | -$1.39万 | 减仓 |
| CME | CME GROUP INC | $45.34万 | 0.25% | 1,535 | -30 | -1.9% | -$8,860 | 减仓 |
| PTC | PTC INC | $45.88万 | 0.25% | 3,220 | 1,150 | 55.6% | $16.39万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $50.88万 | 0.28% | 858 | -3,696 | -81.2% | -$219.17万 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $53.33万 | 0.30% | 28,842 | 28,842 | — | $53.33万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $56.45万 | 0.31% | 2,445 | -2,423 | -49.8% | -$55.94万 | 减仓 |
| WEX | WEX INC | $69.04万 | 0.38% | 4,511 | -415 | -8.4% | -$6.35万 | 减仓 |
| NICE | NICE LTD | $72.52万 | 0.40% | 6,577 | -105 | -1.6% | -$1.16万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $80.95万 | 0.45% | 30,745 | 6,691 | 27.8% | $17.62万 | 加仓 |
| RMBS | RAMBUS INC DEL | $93.63万 | 0.52% | 10,883 | -8,315 | -43.3% | -$71.53万 | 减仓 |
| EPAM | EPAM SYS INC | $99.57万 | 0.55% | 7,354 | 728 | 11.0% | $9.86万 | 加仓 |
| — | CHART INDS INC | $100.44万 | 0.56% | 4,858 | -200 | -4.0% | -$4.14万 | 减仓 |
| FIVN | FIVE9 INC | $102.59万 | 0.57% | 67,625 | -838 | -1.2% | -$1.27万 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $106.53万 | 0.59% | 16,051 | 592 | 3.8% | $3.93万 | 加仓 |
| VITL | VITAL FARMS INC | $107.92万 | 0.60% | 76,433 | 36,758 | 92.6% | $51.90万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $109.26万 | 0.61% | 5,903 | -1,702 | -22.4% | -$31.50万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $110.28万 | 0.61% | 6,692 | -359 | -5.1% | -$5.92万 | 减仓 |
| GDDY | GODADDY INC | $115.47万 | 0.64% | 13,968 | -572 | -3.9% | -$4.73万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $119.26万 | 0.66% | 18,452 | -6,583 | -26.3% | -$42.55万 | 减仓 |
| MNDY | MONDAY COM LTD | $121.29万 | 0.67% | 17,550 | 17,550 | — | $121.29万 | 新建仓 |
| HAE | HAEMONETICS CORP MASS | $121.71万 | 0.67% | 21,595 | 21,595 | — | $121.71万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $123.92万 | 0.69% | 16,865 | -560 | -3.2% | -$4.11万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $124.34万 | 0.69% | 10,230 | 3,819 | 59.6% | $46.42万 | 加仓 |
| EXC | EXELON CORP | $125.56万 | 0.70% | 25,615 | -156 | -0.6% | -$7,647 | 减仓 |
| GEN | GEN DIGITAL INC | $131.58万 | 0.73% | 69,876 | 14,971 | 27.3% | $28.19万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $132.41万 | 0.73% | 61,246 | -1,356 | -2.2% | -$2.93万 | 减仓 |
| ATR | APTARGROUP INC | $132.79万 | 0.74% | 10,537 | -206 | -1.9% | -$2.60万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $134.39万 | 0.75% | 10,201 | -614 | -5.7% | -$8.09万 | 减仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $134.51万 | 0.75% | 106,755 | -6,287 | -5.6% | -$7.92万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $139.92万 | 0.78% | 31,997 | 3,021 | 10.4% | $13.21万 | 加仓 |
| PINS | PINTEREST INC | $142.88万 | 0.79% | 77,904 | 18,216 | 30.5% | $33.41万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $143.93万 | 0.80% | 51,960 | -2,360 | -4.3% | -$6.54万 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $145.07万 | 0.80% | 92,284 | -5,725 | -5.8% | -$9.00万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $146.41万 | 0.81% | 10,538 | -303 | -2.8% | -$4.21万 | 减仓 |
| VVX | V2X INC | $149.17万 | 0.83% | 21,776 | -11,529 | -34.6% | -$78.97万 | 减仓 |
| COO | COOPER COS INC | $150.19万 | 0.83% | 21,006 | -1,375 | -6.1% | -$9.83万 | 减仓 |
| GLPI | GAMING & LEISURE P | $154.27万 | 0.86% | 34,769 | -2,896 | -7.7% | -$12.85万 | 减仓 |
| BALL | BALL CORP | $154.28万 | 0.86% | 26,100 | 26,100 | — | $154.28万 | 新建仓 |
| APLE | APPLE HOSPITALITY REIT INC | $156.42万 | 0.87% | 135,899 | -5,027 | -3.6% | -$5.79万 | 减仓 |
| SN | SHARKNINJA INC | $157.26万 | 0.87% | 14,850 | -1,425 | -8.8% | -$15.09万 | 减仓 |
| MORN | MORNINGSTAR INC | $161.02万 | 0.89% | 9,525 | -71 | -0.7% | -$1.20万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $162.39万 | 0.90% | 8,210 | -261 | -3.1% | -$5.16万 | 减仓 |
| VNOM | VIPER ENERGY INC | $167.38万 | 0.93% | 35,620 | -1,434 | -3.9% | -$6.74万 | 减仓 |
| QLYS | QUALYS INC | $168.16万 | 0.93% | 19,142 | 689 | 3.7% | $6.05万 | 加仓 |
| IMAX | IMAX CORP | $168.56万 | 0.93% | 44,347 | -24,680 | -35.8% | -$93.81万 | 减仓 |
| NVO | NOVO-NORDISK A S | $168.61万 | 0.94% | 45,881 | 1,496 | 3.4% | $5.50万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $169.89万 | 0.94% | 35,415 | -16,861 | -32.3% | -$80.88万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $171.43万 | 0.95% | 18,305 | 18,305 | — | $171.43万 | 新建仓 |
| DCI | DONALDSON INC | $171.90万 | 0.95% | 20,254 | -10,275 | -33.7% | -$87.20万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $172.62万 | 0.96% | 51,481 | -22,358 | -30.3% | -$74.97万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $175.86万 | 0.98% | 62,783 | -3,302 | -5.0% | -$9.25万 | 减仓 |
| NTES | NETEASE COM INC | $176.10万 | 0.98% | 15,732 | -674 | -4.1% | -$7.54万 | 减仓 |
| BSY | BENTLEY SYS INC | $176.28万 | 0.98% | 50,195 | 50,195 | — | $176.28万 | 新建仓 |
| BRC | BRADY CORP | $177.29万 | 0.98% | 21,823 | -9,785 | -31.0% | -$79.49万 | 减仓 |
| KARO | KAROOOOO LTD | $178.15万 | 0.99% | 35,745 | -538 | -1.5% | -$2.68万 | 减仓 |
| WDAY | WORKDAY INC | $178.73万 | 0.99% | 13,757 | 2,783 | 25.4% | $36.16万 | 加仓 |
| CPAY | CORPAY INC | $178.76万 | 0.99% | 6,143 | 89 | 1.5% | $2.59万 | 加仓 |
| ADBE | ADOBE INC | $186.08万 | 1.03% | 7,655 | 572 | 8.1% | $13.90万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $190.47万 | 1.06% | 79,000 | 18,733 | 31.1% | $45.17万 | 加仓 |
| GL | GLOBE LIFE INC | $191.85万 | 1.06% | 13,785 | -516 | -3.6% | -$7.18万 | 减仓 |
| YELP | YELP INC | $193.34万 | 1.07% | 78,150 | 8,431 | 12.1% | $20.86万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $195.42万 | 1.08% | 9,006 | 2,139 | 31.1% | $46.41万 | 加仓 |
| VEEV | VEEVA SYS INC | $196.41万 | 1.09% | 11,181 | 11,181 | — | $196.41万 | 新建仓 |
| CARG | CARGURUS INC | $202.13万 | 1.12% | 59,363 | -1,624 | -2.7% | -$5.53万 | 减仓 |
| G | GENPACT LIMITED | $202.65万 | 1.12% | 54,403 | -1,870 | -3.3% | -$6.97万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $206.92万 | 1.15% | 26,828 | 1,048 | 4.1% | $8.08万 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $208.18万 | 1.15% | 58,101 | 4,404 | 8.2% | $15.78万 | 加仓 |
| PGR | PROGRESSIVE CORP | $208.57万 | 1.16% | 10,521 | -231 | -2.1% | -$4.58万 | 减仓 |
| BLBD | BLUE BIRD CORP | $210.83万 | 1.17% | 37,124 | 37,124 | — | $210.83万 | 新建仓 |
| CPRT | COPART INC | $211.34万 | 1.17% | 63,658 | -1,221 | -1.9% | -$4.05万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $218.38万 | 1.21% | 115,976 | 115,976 | — | $218.38万 | 新建仓 |
| PAYX | PAYCHEX INC | $219.61万 | 1.22% | 23,840 | 23,840 | — | $219.61万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $220.51万 | 1.22% | 20,655 | -954 | -4.4% | -$10.18万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $222.08万 | 1.23% | 27,040 | 3,942 | 17.1% | $32.38万 | 加仓 |
| DXCM | DEXCOM INC | $223.79万 | 1.24% | 35,636 | -1,029 | -2.8% | -$6.46万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $224.35万 | 1.24% | 117,095 | -12,116 | -9.4% | -$23.21万 | 减仓 |