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 |
|---|---|---|---|---|---|---|---|---|
| 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 |