OBERWEIS ASSET MANAGEMENT INC/
LISLE IL · SEC CIK 0000937886
$48.40亿2026Q2 申报市值
176持仓数
26.6%前十大占比 · 第一大 5.7%
23 / 27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
MXL 新建仓+$4,090.56万
NOVT 新建仓+$3,962.87万
BLLN 新建仓+$3,587.76万
ESI 新建仓+$3,533.98万
OUST 新建仓+$3,412.40万
2026Q2 卖出最多 按季末市值估算
LITE 减仓-$1.66亿
AAOI 减仓-$8,279.80万
FLS 清仓-$3,195.34万
PRIM 清仓-$2,375.89万
G 清仓-$2,260.45万
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 |
|---|---|---|---|---|---|---|---|---|
| TRS | Trimas Corp. | $1,630.09万 | 0.34% | 362,000 | 362,000 | — | $1,630.09万 | 新建仓 |
| VISN | Vistance Networks, Inc. | $1,659.63万 | 0.34% | 1,298,612 | 206,600 | 18.9% | $264.03万 | 加仓 |
| AGX | Argan, Inc | $1,686.54万 | 0.35% | 21,120 | -12,202 | -36.6% | -$974.39万 | 减仓 |
| FN | Fabrinet | $1,707.21万 | 0.35% | 30,373 | 110 | 0.4% | $6.18万 | 加仓 |
| AXGN | AxoGen Inc. | $1,793.07万 | 0.37% | 388,194 | 45,800 | 13.4% | $211.55万 | 加仓 |
| ETON | Eton Pharmaceuticals, Inc. | $1,815.79万 | 0.38% | 501,600 | 62,300 | 14.2% | $225.53万 | 加仓 |
| AEIS | Advanced Energy Industry, Inc. | $1,842.84万 | 0.38% | 49,423 | 240 | 0.5% | $8.95万 | 加仓 |
| NYT | New York Times Co. Cl A | $1,938.80万 | 0.40% | 277,050 | 65,400 | 30.9% | $457.67万 | 加仓 |
| BHE | Benchmark Electronics Inc | $1,956.63万 | 0.40% | 198,300 | -3,600 | -1.8% | -$35.52万 | 减仓 |
| VSEC | VSE Corp. | $1,967.34万 | 0.41% | 86,098 | 52,090 | 153.2% | $1,190.26万 | 加仓 |
| BOX | Box, Inc. | $1,971.92万 | 0.41% | 743,000 | -28,520 | -3.7% | -$75.69万 | 减仓 |
| QTWO | Q2 Holdings, Inc. | $1,974.07万 | 0.41% | 410,409 | 15,780 | 4.0% | $75.90万 | 加仓 |
| OPLN | Openlane, Inc. | $1,981.91万 | 0.41% | 480,580 | 480,580 | — | $1,981.91万 | 新建仓 |
| WTS | Watts Water Technologies | $1,990.13万 | 0.41% | 50,840 | 50,840 | — | $1,990.13万 | 新建仓 |
| FORM | Formfactor Inc. | $2,036.39万 | 0.42% | 127,330 | 127,330 | — | $2,036.39万 | 新建仓 |
| SPXC | SPX Technologies, Inc. | $2,054.79万 | 0.42% | 83,811 | 370 | 0.4% | $9.07万 | 加仓 |
| SGHC | Super Group SGHC Ltd. | $2,060.95万 | 0.43% | 1,521,000 | 6,600 | 0.4% | $8.94万 | 加仓 |
| HQY | HealthEquity Inc. | $2,061.92万 | 0.43% | 228,291 | 61,650 | 37.0% | $556.82万 | 加仓 |
| ATEN | A10 Networks, Inc. | $2,062.27万 | 0.43% | 552,000 | 47,700 | 9.5% | $178.21万 | 加仓 |
| WLDN | Willdan Group Inc. | $2,077.96万 | 0.43% | 262,700 | 262,700 | — | $2,077.96万 | 新建仓 |
| SKWD | Skyward Specialty Ins Group | $2,095.35万 | 0.43% | 359,100 | 32,000 | 9.8% | $186.72万 | 加仓 |
| DCO | Ducommun Inc. | $2,107.69万 | 0.44% | 113,800 | 13,900 | 13.9% | $257.44万 | 加仓 |
| CNR | Core Natural Resources, Inc. | $2,169.90万 | 0.45% | 271,170 | 1,370 | 0.5% | $10.96万 | 加仓 |
| EZPW | EZCorp, Inc. | $2,184.13万 | 0.45% | 631,800 | -7,600 | -1.2% | -$26.27万 | 减仓 |
| ANIP | ANI Pharmaceuticals, Inc. | $2,196.20万 | 0.45% | 265,306 | 43,920 | 19.8% | $363.57万 | 加仓 |
| URBN | Urban Outfitters, Inc. | $2,240.54万 | 0.46% | 316,192 | 1,400 | 0.4% | $9.92万 | 加仓 |
| OMDA | Omada Health, Inc. | $2,302.12万 | 0.48% | 1,048,800 | 1,048,800 | — | $2,302.12万 | 新建仓 |
| OSIS | Osi Systems, Inc. | $2,343.22万 | 0.48% | 107,143 | 550 | 0.5% | $12.03万 | 加仓 |
| ZWS | Zurn Elkay Water Solutions Cor | $2,367.09万 | 0.49% | 468,453 | 116,270 | 33.0% | $587.51万 | 加仓 |
| ABCB | Ameris Bancorp | $2,388.28万 | 0.49% | 264,600 | 1,100 | 0.4% | $9.93万 | 加仓 |
| IRTC | Irhythm Holdings, Inc. | $2,402.84万 | 0.50% | 202,004 | 46,000 | 29.5% | $547.17万 | 加仓 |
| HALO | Halozyme Therapeutics, Inc. | $2,512.70万 | 0.52% | 321,030 | 101,100 | 46.0% | $791.31万 | 加仓 |
| ALHC | Alighnment Healthcare, Inc. | $2,594.34万 | 0.54% | 1,089,600 | 123,000 | 12.7% | $292.86万 | 加仓 |
| CHYM | Chime Financial Inc. | $2,597.54万 | 0.54% | 1,268,330 | 232,800 | 22.5% | $476.77万 | 加仓 |
| KNSA | Kiniksa Pharmaceuticals, Ltd. | $2,641.35万 | 0.55% | 413,034 | 94,400 | 29.6% | $603.69万 | 加仓 |
| KGS | Kodiak Gas Services, Inc. | $2,673.65万 | 0.55% | 355,870 | 355,870 | — | $2,673.65万 | 新建仓 |
| TPC | Tutor Perini Corp. | $2,681.59万 | 0.55% | 323,200 | -70,700 | -17.9% | -$586.60万 | 减仓 |
| DRS | Leonardo DRS, Inc. | $2,681.75万 | 0.55% | 628,486 | 178,986 | 39.8% | $763.73万 | 加仓 |
| ADPT | Adaptive Biotechnologies | $2,700.02万 | 0.56% | 1,258,751 | 451,800 | 56.0% | $969.11万 | 加仓 |
| MYRG | MYR Group, Inc. | $2,711.67万 | 0.56% | 54,190 | 54,190 | — | $2,711.67万 | 新建仓 |
| LASR | nLIGHT Inc. | $2,877.46万 | 0.59% | 413,310 | 50,300 | 13.9% | $350.19万 | 加仓 |
| AMBA | Ambarella, Inc. | $2,936.54万 | 0.61% | 342,254 | 47,069 | 15.9% | $403.85万 | 加仓 |
| DAVE | Dave, Inc. | $2,939.81万 | 0.61% | 78,902 | 12,200 | 18.3% | $454.56万 | 加仓 |
| NVST | Envista Holdings Corp. | $2,953.26万 | 0.61% | 1,120,782 | 455,382 | 68.4% | $1,199.93万 | 加仓 |
| PDFS | Pdf Solutions, Inc. | $3,018.49万 | 0.62% | 426,400 | 426,400 | — | $3,018.49万 | 新建仓 |
| GVA | Granite Construction | $3,052.37万 | 0.63% | 193,090 | 193,090 | — | $3,052.37万 | 新建仓 |
| CGNX | Cognex Corp. | $3,098.27万 | 0.64% | 427,820 | 427,820 | — | $3,098.27万 | 新建仓 |
| SUPN | Indivior Plc | $3,197.01万 | 0.66% | 779,188 | 125,775 | 19.2% | $516.05万 | 加仓 |
| EHC | Encompass Health Corporation | $3,203.08万 | 0.66% | 316,886 | 27,401 | 9.5% | $276.97万 | 加仓 |
| LQDA | Liquidia Corp. | $3,240.23万 | 0.67% | 406,400 | 34,300 | 9.2% | $273.47万 | 加仓 |
| CECO | CECO Environmental Corp. | $3,249.15万 | 0.67% | 358,072 | 223,040 | 165.2% | $2,023.86万 | 加仓 |
| WAY | Waystar Holding Corp. | $3,262.96万 | 0.67% | 1,589,364 | 421,890 | 36.1% | $866.14万 | 加仓 |
| AIZ | Assurant, Inc. | $3,278.75万 | 0.68% | 122,100 | 19,800 | 19.4% | $531.69万 | 加仓 |
| MMSI | Merit Medical System Inc | $3,282.62万 | 0.68% | 473,409 | 49,200 | 11.6% | $341.15万 | 加仓 |
| LEVI | Levi Strauss & Co. | $3,372.16万 | 0.70% | 1,358,100 | 190,800 | 16.3% | $473.76万 | 加仓 |
| OUST | Ouster, Inc. | $3,412.40万 | 0.71% | 545,810 | 545,810 | — | $3,412.40万 | 新建仓 |
| FSS | Federal Signal Corp. | $3,457.46万 | 0.71% | 269,084 | 1,450 | 0.5% | $18.63万 | 加仓 |
| ICUI | ICU Medical, Inc. | $3,475.15万 | 0.72% | 237,050 | 33,340 | 16.4% | $488.76万 | 加仓 |
| RELY | Remitly Global, Inc. | $3,519.27万 | 0.73% | 1,570,400 | 116,100 | 8.0% | $260.18万 | 加仓 |
| AIR | AAR Corp. | $3,520.72万 | 0.73% | 246,325 | 1,200 | 0.5% | $17.15万 | 加仓 |
| ESI | Element Solutions, Inc. | $3,533.98万 | 0.73% | 740,100 | 740,100 | — | $3,533.98万 | 新建仓 |
| DAN | Dana Inc. | $3,587.09万 | 0.74% | 1,318,300 | -293,200 | -18.2% | -$797.80万 | 减仓 |
| BLLN | Billiontoone, Inc. | $3,587.76万 | 0.74% | 299,030 | 299,030 | — | $3,587.76万 | 新建仓 |
| FCFS | FirstCash Holdings, Inc | $3,593.18万 | 0.74% | 166,105 | 440 | 0.3% | $9.52万 | 加仓 |
| ARQT | Arcutis Biotherapeutics, Inc. | $3,599.85万 | 0.74% | 1,372,941 | 7,000 | 0.5% | $18.35万 | 加仓 |
| LFUS | Littelfuse, Inc. | $3,633.53万 | 0.75% | 79,800 | 8,000 | 11.1% | $364.26万 | 加仓 |
| MOG/A | Moog Inc. - A | $3,676.18万 | 0.76% | 86,735 | 41,825 | 93.1% | $1,772.71万 | 加仓 |
| VIAV | Viavi Solutions, Inc. | $3,789.44万 | 0.78% | 793,600 | 200,400 | 33.8% | $956.91万 | 加仓 |
| SKYW | Skywest Inc | $3,812.28万 | 0.79% | 383,799 | -8,700 | -2.2% | -$86.42万 | 减仓 |
| NOVT | Novanta, Inc. | $3,962.87万 | 0.82% | 244,260 | 244,260 | — | $3,962.87万 | 新建仓 |
| GMED | Globus Medical, Inc.-A | $4,046.10万 | 0.84% | 512,100 | 119,900 | 30.6% | $947.33万 | 加仓 |
| MXL | Maxlinear, Inc. Class A | $4,090.56万 | 0.85% | 319,500 | 319,500 | — | $4,090.56万 | 新建仓 |
| AMSC | American Superconductor | $4,099.11万 | 0.85% | 987,500 | 137,600 | 16.2% | $571.18万 | 加仓 |
| LIVN | LivaNova Plc | $4,112.73万 | 0.85% | 500,150 | 178,250 | 55.4% | $1,465.75万 | 加仓 |
| CAMT | Camtek, Ltd. | $4,133.13万 | 0.85% | 253,380 | 30,600 | 13.7% | $499.15万 | 加仓 |
| BLBD | Blue Bird Corporation | $4,183.60万 | 0.86% | 529,838 | 140,600 | 36.1% | $1,110.18万 | 加仓 |
| — | Arcosa, Inc. | $4,292.59万 | 0.89% | 295,450 | 27,750 | 10.4% | $403.18万 | 加仓 |
| DIOD | Diodes, Inc. | $4,528.08万 | 0.94% | 413,750 | 189,450 | 84.5% | $2,073.34万 | 加仓 |
| SEI | Solaris Energy Infrastructur | $4,542.62万 | 0.94% | 564,581 | 32,692 | 6.1% | $263.04万 | 加仓 |
| CLH | Clean Harbors, Inc. | $4,585.07万 | 0.95% | 153,475 | 9,120 | 6.3% | $272.46万 | 加仓 |
| BROS | Dutch Bros., Inc. | $4,711.40万 | 0.97% | 656,093 | 57,600 | 9.6% | $413.63万 | 加仓 |
| MRCY | Mercury Systems, Inc. | $4,804.18万 | 0.99% | 392,723 | 1,700 | 0.4% | $20.80万 | 加仓 |
| RSI | Rush Street Interactive, Inc. | $4,841.46万 | 1.00% | 1,627,930 | 193,370 | 13.5% | $575.08万 | 加仓 |
| LTH | Life Time Holdings, Inc. | $4,858.41万 | 1.00% | 1,189,620 | 29,120 | 2.5% | $118.93万 | 加仓 |
| POWL | Powell Industries Inc. | $5,140.76万 | 1.06% | 179,521 | 77,050 | 75.2% | $2,206.40万 | 加仓 |
| VCYT | Veracyte, Inc. | $5,154.93万 | 1.07% | 877,734 | 37,900 | 4.5% | $222.59万 | 加仓 |
| ECG | Everus Construction Group | $5,446.20万 | 1.13% | 328,183 | 1,650 | 0.5% | $27.38万 | 加仓 |
| FTDR | Frontdoor, Inc. | $5,579.19万 | 1.15% | 719,060 | 1,100 | 0.2% | $8.53万 | 加仓 |
| CRS | Carpenter Technology Corp. | $5,753.48万 | 1.19% | 93,273 | -1,160 | -1.2% | -$71.55万 | 减仓 |
| NVMI | Nova Ltd. | $5,900.40万 | 1.22% | 108,675 | -29,280 | -21.2% | -$1,589.73万 | 减仓 |
| LSCC | Lattice Semiconductor Corporat | $5,993.22万 | 1.24% | 391,816 | 17,380 | 4.6% | $265.84万 | 加仓 |
| LITE | Lumentum Hldgs, Inc. | $6,193.91万 | 1.28% | 72,185 | -194,037 | -72.9% | -$1.66亿 | 减仓 |
| MTSI | Macom Technology Solutions | $6,822.16万 | 1.41% | 179,356 | -36,530 | -16.9% | -$1,389.49万 | 减仓 |
| RMBS | Rambus, Inc | $6,995.61万 | 1.45% | 527,016 | 700 | 0.1% | $9.29万 | 加仓 |
| HNGE | Hinge Health, Inc. | $7,100.45万 | 1.47% | 855,476 | 389,710 | 83.7% | $3,234.59万 | 加仓 |
| BTSG | BrightSpring Health Services | $8,266.14万 | 1.71% | 1,185,280 | 26,310 | 2.3% | $183.49万 | 加仓 |
| SITM | SiTime Corporation | $8,909.52万 | 1.84% | 119,501 | 220 | 0.2% | $16.40万 | 加仓 |
| SN | SharkNinja, Inc. | $9,037.22万 | 1.87% | 593,500 | -6,470 | -1.1% | -$98.52万 | 减仓 |
| UCTT | Ultra Clean Holdings | $9,229.51万 | 1.91% | 647,276 | 6,800 | 1.1% | $96.96万 | 加仓 |
| SIMO | Silicon Motion Techn ADR | $1.05亿 | 2.18% | 316,350 | 33,800 | 12.0% | $1,126.66万 | 加仓 |