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 |
|---|---|---|---|---|---|---|---|---|
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | -64,326 | -100.0% | -$494.60万 | 清仓 |
| SLAB | SILICON LABORATORIES INC | $0 | 0.00% | 0 | -21,824 | -100.0% | -$454.27万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -12,174 | -100.0% | -$392.87万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -237,036 | -100.0% | -$372.62万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -37,335 | -100.0% | -$321.19万 | 清仓 |
| SRAD | SPORTRADAR GROUP AG | $0 | 0.00% | 0 | -168,939 | -100.0% | -$282.80万 | 清仓 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -29,080 | -100.0% | -$244.77万 | 清仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $0 | 0.00% | 0 | -11,227 | -100.0% | -$219.39万 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -3,829 | -100.0% | -$200.44万 | 清仓 |
| WVE | WAVE LIFE SCIENCES LTD | $0 | 0.00% | 0 | -272,533 | -100.0% | -$197.59万 | 清仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $0 | 0.00% | 0 | -95,235 | -100.0% | -$186.28万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -48,261 | -100.0% | -$161.58万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -6,582 | -100.0% | -$81.80万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -852 | -100.0% | -$78.37万 | 清仓 |
| HAFN | HAFNIA LTD | $0 | 0.00% | 0 | -102,062 | -100.0% | -$78.14万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -4,350 | -100.0% | -$69.47万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -2,324 | -100.0% | -$68.35万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -6,134 | -100.0% | -$66.40万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -3,784 | -100.0% | -$65.99万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -3,722 | -100.0% | -$61.54万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -1,614 | -100.0% | -$59.75万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -645 | -100.0% | -$54.59万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -2,026 | -100.0% | -$51.42万 | 清仓 |
| EFXT | ENERFLEX LTD | $0 | 0.00% | 0 | -23,600 | -100.0% | -$49.21万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -3,664 | -100.0% | -$48.44万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -917 | -100.0% | -$43.52万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -607 | -100.0% | -$43.00万 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -1,739 | -100.0% | -$42.43万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,946 | -100.0% | -$42.34万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,724 | -100.0% | -$41.80万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$41.65万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -6,824 | -100.0% | -$36.94万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -2,930 | -100.0% | -$35.97万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -3,331 | -100.0% | -$32.03万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -916 | -100.0% | -$31.31万 | 清仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -2,350 | -100.0% | -$30.77万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -1,057 | -100.0% | -$30.40万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -769 | -100.0% | -$30.02万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -340 | -100.0% | -$29.42万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -1,249 | -100.0% | -$28.57万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -575 | -100.0% | -$27.88万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -431 | -100.0% | -$23.44万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,772 | -100.0% | -$23.20万 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | -1,118 | -100.0% | -$23.11万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -1,392 | -100.0% | -$22.00万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -882 | -100.0% | -$21.56万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -2,166 | -100.0% | -$21.32万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -301 | -100.0% | -$20.54万 | 清仓 |
| P | EVERPURE INC | $0 | 0.00% | 0 | -3,438 | -100.0% | -$20.30万 | 清仓 |
| DRS | LEONARDO DRS INC | $20.58万 | 0.04% | 4,823 | -14 | -0.3% | -$597 | 减仓 |
| MOD | MODINE MFG CO | $20.83万 | 0.04% | 780 | -22,249 | -96.6% | -$594.09万 | 减仓 |
| SF | STIFEL FINL CORP | $21.53万 | 0.04% | 3,086 | -8 | -0.3% | -$558 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $22.10万 | 0.04% | 24,421 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA | $22.21万 | 0.04% | 1,667 | -591 | -26.2% | -$7.88万 | 减仓 |
| ALAB | ASTERA LABS INC | $22.75万 | 0.04% | 471 | 471 | — | $22.75万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $23.92万 | 0.04% | 301 | 301 | — | $23.92万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $24.10万 | 0.04% | 1,197 | -4 | -0.3% | -$805 | 减仓 |
| PHM | PULTE GROUP INC | $24.14万 | 0.04% | 1,759 | 1,759 | — | $24.14万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $24.99万 | 0.04% | 1,102 | -4 | -0.4% | -$907 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $25.73万 | 0.05% | 3,455 | -72,493 | -95.5% | -$539.93万 | 减仓 |
| FN | FABRINET | $26.14万 | 0.05% | 465 | -5,959 | -92.8% | -$334.94万 | 减仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $26.57万 | 0.05% | 24,194 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $26.80万 | 0.05% | 1,490 | 1,490 | — | $26.80万 | 新建仓 |
| CDE | COEUR MNG INC | $26.87万 | 0.05% | 16,465 | -274,455 | -94.3% | -$447.91万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $26.97万 | 0.05% | 997 | -2 | -0.2% | -$541 | 减仓 |
| SN | SHARKNINJA INC | $27.32万 | 0.05% | 1,794 | -569 | -24.1% | -$8.66万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $27.48万 | 0.05% | 2,404 | -36,403 | -93.8% | -$416.09万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $27.92万 | 0.05% | 1,779 | -5 | -0.3% | -$785 | 减仓 |
| FINV | FINVOLUTION GROUP | $27.94万 | 0.05% | 58,336 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $28.12万 | 0.05% | 1,059 | -3 | -0.3% | -$797 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $28.46万 | 0.05% | 3,300 | 3,300 | — | $28.46万 | 新建仓 |
| NXT | NEXTPOWER INC | $29.03万 | 0.05% | 2,437 | -41,263 | -94.4% | -$491.61万 | 减仓 |
| SANM | SANMINA CORP | $29.76万 | 0.05% | 1,176 | -45,830 | -97.5% | -$1,159.87万 | 减仓 |
| MDU | MDU RES GROUP INC | $29.79万 | 0.05% | 14,045 | -39 | -0.3% | -$827 | 减仓 |
| ONTO | ONTO INNOVATION INC | $30.09万 | 0.05% | 795 | 795 | — | $30.09万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $30.78万 | 0.06% | 1,017 | -34,268 | -97.1% | -$1,037.29万 | 减仓 |
| CLH | CLEAN HARBORS INC | $31.49万 | 0.06% | 1,054 | -3 | -0.3% | -$896 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $31.98万 | 0.06% | 1,176 | -24,273 | -95.4% | -$660.10万 | 减仓 |
| INSM | INSMED INC | $32.36万 | 0.06% | 3,035 | -9 | -0.3% | -$960 | 减仓 |
| EVR | EVERCORE INC | $32.85万 | 0.06% | 962 | -3 | -0.3% | -$1,024 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $33.23万 | 0.06% | 1,246 | 1,246 | — | $33.23万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $33.73万 | 0.06% | 1,733 | -5 | -0.3% | -$973 | 减仓 |
| RBC | RBC BEARINGS INC | $34.78万 | 0.06% | 540 | -2 | -0.4% | -$1,288 | 减仓 |
| MOMO | HELLO GROUP INC | $34.97万 | 0.06% | 60,299 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $35.13万 | 0.06% | 3,068 | -7 | -0.2% | -$801 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $35.89万 | 0.06% | 1,335 | -4 | -0.3% | -$1,075 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $36.56万 | 0.07% | 1,952 | 1,952 | — | $36.56万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $38.31万 | 0.07% | 1,133 | -3 | -0.3% | -$1,014 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $40.63万 | 0.07% | 1,660 | -32,313 | -95.1% | -$790.92万 | 减仓 |
| PDS | PRECISION DRILLING CORP | $42.22万 | 0.08% | 5,500 | -4,600 | -45.5% | -$35.32万 | 减仓 |
| IDA | IDACORP INC | $43.53万 | 0.08% | 2,877 | -8 | -0.3% | -$1,210 | 减仓 |
| HEI/A | HEICO CORP NEW | $48.41万 | 0.09% | 1,877 | -6 | -0.3% | -$1,547 | 减仓 |
| MTZ | MASTEC INC | $49.18万 | 0.09% | 1,182 | -4 | -0.3% | -$1,664 | 减仓 |
| ARGX | ARGENX SE | $49.64万 | 0.09% | 535 | -145 | -21.3% | -$13.45万 | 减仓 |
| TRMD | TORM PLC | $49.65万 | 0.09% | 19,255 | -8,014 | -29.4% | -$20.67万 | 减仓 |
| FIX | COMFORT SYS USA INC | $54.50万 | 0.10% | 275 | -2 | -0.7% | -$3,964 | 减仓 |
| COHR | COHERENT CORP | $54.75万 | 0.10% | 1,388 | 160 | 13.0% | $6.31万 | 加仓 |
| CIEN | CIENA CORP | $54.80万 | 0.10% | 1,117 | 177 | 18.8% | $8.68万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $57.22万 | 0.10% | 858 | -2 | -0.2% | -$1,334 | 减仓 |
| MKSI | MKS INC. | $58.18万 | 0.10% | 1,308 | 139 | 11.9% | $6.18万 | 加仓 |