Moody Aldrich Partners LLC
MARBLEHEAD MA · SEC CIK 0000936941
$5.57亿2026Q2 申报市值
175持仓数
16.0%前十大占比 · 第一大 1.9%
34 / 49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
CIFR 新建仓+$724.40万
AMBQ 新建仓+$718.70万
SWKS 新建仓+$669.81万
ENS 新建仓+$561.57万
GHM 新建仓+$472.04万
2026Q2 卖出最多 按季末市值估算
MXL 减仓-$2,279.45万
SANM 减仓-$1,159.87万
BE 减仓-$1,037.29万
HUT 减仓-$838.92万
AXSM 减仓-$790.92万
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 |
|---|---|---|---|---|---|---|---|---|
| UBSI | UNITED BANKSHARES INC WEST V | $634.71万 | 1.14% | 138,493 | 29,875 | 27.5% | $136.92万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $638.31万 | 1.15% | 19,066 | -2,622 | -12.1% | -$87.78万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $639.90万 | 1.15% | 98,796 | 22,932 | 30.2% | $148.53万 | 加仓 |
| CATY | CATHAY GEN BANCORP | $647.33万 | 1.16% | 104,425 | 22,626 | 27.7% | $140.26万 | 加仓 |
| MYRG | MYR GROUP INC | $650.02万 | 1.17% | 12,990 | -7,246 | -35.8% | -$362.59万 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $656.86万 | 1.18% | 170,347 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP | $658.65万 | 1.18% | 28,825 | -7,894 | -21.5% | -$180.38万 | 减仓 |
| MRX | MAREX GROUP PLC | $668.82万 | 1.20% | 109,733 | -30,060 | -21.5% | -$183.22万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $669.81万 | 1.20% | 98,792 | 98,792 | — | $669.81万 | 新建仓 |
| HUT | HUT 8 CORP | $691.70万 | 1.24% | 59,916 | -72,668 | -54.8% | -$838.92万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $718.70万 | 1.29% | 81,393 | 81,393 | — | $718.70万 | 新建仓 |
| CIFR | CIPHER DIGITAL INC | $724.40万 | 1.30% | 295,672 | 295,672 | — | $724.40万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $726.73万 | 1.31% | 74,552 | -7,577 | -9.2% | -$73.86万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $730.59万 | 1.31% | 59,601 | 5,708 | 10.6% | $69.97万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $800.60万 | 1.44% | 312,858 | -21,515 | -6.4% | -$55.06万 | 减仓 |
| CASH | PATHWARD FINANCIAL INC | $809.32万 | 1.45% | 92,961 | -12,375 | -11.7% | -$107.74万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $822.47万 | 1.48% | 300,390 | -166,534 | -35.7% | -$455.97万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $837.03万 | 1.50% | 261,163 | -66,187 | -20.2% | -$212.13万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $855.29万 | 1.54% | 330,227 | -88,804 | -21.2% | -$230.00万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $890.11万 | 1.60% | 28,160 | 13,485 | 91.9% | $426.25万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $922.76万 | 1.66% | 57,414 | -7,742 | -11.9% | -$124.43万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $956.24万 | 1.72% | 114,219 | -29,789 | -20.7% | -$249.39万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $965.13万 | 1.73% | 101,411 | -33,650 | -24.9% | -$320.25万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $1,057.29万 | 1.90% | 221,423 | -57,010 | -20.5% | -$272.22万 | 减仓 |