EMERALD ADVISERS, LLC
LEOLA PA · SEC CIK 0001015083
$31.60亿2026Q1 申报市值
248持仓数
20.3%前十大占比 · 第一大 2.6%
18 / 15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
PLXS 新建仓+$3,372.94万
COHU 新建仓+$2,388.66万
PIPR 加仓+$2,129.40万
PVLA 新建仓+$2,013.10万
BOBS 新建仓+$1,580.43万
2026Q1 卖出最多 按季末市值估算
LITE 减仓-$1.02亿
VITL 清仓-$3,711.50万
SKYWATER TECHNOL 减仓-$2,829.66万
AAOI 减仓-$2,002.20万
MMSI 清仓-$1,996.49万
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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $63.09万 | 0.02% | 6,034 | 2,964 | 96.5% | $30.99万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $63.39万 | 0.02% | 1,069 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $63.75万 | 0.02% | 28,637 | -782,560 | -96.5% | -$1,741.98万 | 减仓 |
| CAVA | CAVA GROUP INC | $63.85万 | 0.02% | 7,893 | 2,261 | 40.1% | $18.29万 | 加仓 |
| V | VISA INC-CLASS A | $64.17万 | 0.02% | 2,123 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $67.82万 | 0.02% | 1,121 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MARKETS INC | $68.07万 | 0.02% | 9,823 | 0 | 0.0% | — | 不变 |
| LHX | L3 HARRIS TECHNOLOGIES INC | $70.48万 | 0.02% | 2,042 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $72.60万 | 0.02% | 4,835 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HOLDINGS LTD | $72.82万 | 0.02% | 38,940 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORP | $72.84万 | 0.02% | 731 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $73.02万 | 0.02% | 2,244 | 423 | 23.2% | $13.76万 | 加仓 |
| FICO | FAIR ISAAC CORP | $74.30万 | 0.02% | 696 | 127 | 22.3% | $13.56万 | 加仓 |
| AII | AMERICAN INTEGRITY INSURANCE GROUP | $75.44万 | 0.02% | 39,127 | 7,506 | 23.7% | $14.47万 | 加仓 |
| HEI | HEICO CORPORATION | $76.42万 | 0.02% | 2,787 | 282 | 11.3% | $7.73万 | 加仓 |
| — | GBANK FINANCIAL HOLDINGS INC | $78.21万 | 0.02% | 29,227 | 20,185 | 223.2% | $54.02万 | 加仓 |
| MDB | MONGODB INC | $86.23万 | 0.03% | 3,523 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $86.58万 | 0.03% | 4,196 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $87.09万 | 0.03% | 18,046 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $93.46万 | 0.03% | 9,720 | -200 | -2.0% | -$1.92万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDUSTRIES LIMITED | $103.28万 | 0.03% | 34,289 | 0 | 0.0% | — | 不变 |
| MPB | MID PENN BANCORP INC | $103.80万 | 0.03% | 32,275 | 9,856 | 44.0% | $31.70万 | 加仓 |
| FOUR | SHIFT4 PAYMENTS INC | $105.14万 | 0.03% | 24,044 | -256,262 | -91.4% | -$1,120.63万 | 减仓 |
| BIIB | BIOGEN IDEC INC | $110.49万 | 0.03% | 6,027 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $119.83万 | 0.04% | 10,151 | 3,375 | 49.8% | $39.84万 | 加仓 |
| TJX | TJX COS. | $121.40万 | 0.04% | 7,602 | 0 | 0.0% | — | 不变 |
| XPO | XPO LOGISTICS | $123.05万 | 0.04% | 6,325 | 2,760 | 77.4% | $53.70万 | 加仓 |
| LLY | ELI LILLY & CO | $124.72万 | 0.04% | 1,356 | 335 | 32.8% | $30.81万 | 加仓 |
| TRGP | TARGA RESOURCES CORP | $129.70万 | 0.04% | 5,173 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $136.33万 | 0.04% | 6,667 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHICPOWER SYSTEMS INC | $139.29万 | 0.04% | 1,274 | 0 | 0.0% | — | 不变 |
| SLDE | SLIDE INSURANCE HOLDINGS INC | $154.59万 | 0.05% | 85,885 | 24,740 | 40.5% | $44.53万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $172.99万 | 0.05% | 7,061 | -2,038 | -22.4% | -$49.93万 | 减仓 |
| VRT | VERTIV HOLDINGS | $180.82万 | 0.06% | 7,216 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $196.06万 | 0.06% | 11,990 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $207.40万 | 0.07% | 7,309 | -1,199 | -14.1% | -$34.02万 | 减仓 |
| TTWO | TAKE TWO INTERACTIVE SOFTWARE | $209.45万 | 0.07% | 10,605 | 2,124 | 25.0% | $41.95万 | 加仓 |
| LITE | LUMENTUM HOLDINGS INC | $211.60万 | 0.07% | 3,011 | -144,914 | -98.0% | -$1.02亿 | 减仓 |
| META | META PLATFORMS INC | $254.83万 | 0.08% | 4,454 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $274.35万 | 0.09% | 8,527 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM LTD | $335.45万 | 0.11% | 10,838 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM, INC | $366.76万 | 0.12% | 17,610 | -200 | -1.1% | -$4.17万 | 减仓 |
| — | BYRNA TECHNOLOGIES INC | $397.15万 | 0.13% | 432,626 | 269,817 | 165.7% | $247.69万 | 加仓 |
| GOOGL | ALPHABET INC CLA A | $460.67万 | 0.15% | 16,020 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $490.40万 | 0.16% | 13,248 | 831 | 6.7% | $30.76万 | 加仓 |
| AAPL | APPLE INC | $497.91万 | 0.16% | 19,619 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INC | $538.43万 | 0.17% | 221,302 | -280 | -0.1% | -$6,812 | 减仓 |
| SWIM | LATHAM GROUP INC | $540.65万 | 0.17% | 1,006,795 | 31,091 | 3.2% | $16.70万 | 加仓 |
| OFRM | ONCE UPON A FARM | $565.86万 | 0.18% | 346,089 | 346,089 | — | $565.86万 | 新建仓 |
| POWI | POWER INTEGRATIONS INC | $594.15万 | 0.19% | 116,044 | 116,044 | — | $594.15万 | 新建仓 |
| MTUS | METALLUS INC | $614.60万 | 0.19% | 376,134 | 376,134 | — | $614.60万 | 新建仓 |
| RXO | RXO INC | $641.04万 | 0.20% | 438,471 | 438,370 | 434,029.7% | $640.90万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $779.70万 | 0.25% | 540,331 | -2,941 | -0.5% | -$4.24万 | 减仓 |
| — | SKYWATER TECHNOLOGY INC | $786.03万 | 0.25% | 286,767 | -1,032,346 | -78.3% | -$2,829.66万 | 减仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $794.40万 | 0.25% | 923,726 | -9,163 | -1.0% | -$7.88万 | 减仓 |
| FLOC | FLOWCO HOLDINGS INC | $797.09万 | 0.25% | 386,935 | 386,935 | — | $797.09万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $828.60万 | 0.26% | 205,558 | -27,181 | -11.7% | -$109.57万 | 减仓 |
| MANE | VERADERMICS INC | $836.96万 | 0.26% | 132,536 | 132,536 | — | $836.96万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $895.78万 | 0.28% | 96,238 | 96,238 | — | $895.78万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $905.49万 | 0.29% | 51,921 | 0 | 0.0% | — | 不变 |
| WVE | WAVE LIFE SCIENCES LTD | $914.36万 | 0.29% | 1,261,183 | -1,193,906 | -48.6% | -$865.58万 | 减仓 |
| — | SOLENO THERAPEUTICS INC | $917.81万 | 0.29% | 274,138 | -138,513 | -33.6% | -$463.74万 | 减仓 |
| BRCB | BLACK ROCK COFFEE BAR | $968.52万 | 0.31% | 749,626 | 137,133 | 22.4% | $177.18万 | 加仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $992.57万 | 0.31% | 947,110 | -31,298 | -3.2% | -$32.80万 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $1,003.93万 | 0.32% | 686,216 | 686,216 | — | $1,003.93万 | 新建仓 |
| VC | VISTEON CORP | $1,006.78万 | 0.32% | 110,502 | -6,268 | -5.4% | -$57.11万 | 减仓 |
| EE | EXCELERATE ENERGY INC | $1,054.95万 | 0.33% | 315,665 | -2,353 | -0.7% | -$7.86万 | 减仓 |
| EVER | EVERQUOTE INC | $1,065.93万 | 0.34% | 691,266 | -29,420 | -4.1% | -$45.37万 | 减仓 |
| HNGE | HINGE HEALTH INC | $1,075.40万 | 0.34% | 278,890 | 278,890 | — | $1,075.40万 | 新建仓 |
| AVAH | AVEANNA HEALTHCARE HOLDINGS | $1,088.65万 | 0.34% | 1,690,457 | -58,268 | -3.3% | -$37.52万 | 减仓 |
| TRIN | TRINITY CAPITAL INC | $1,127.07万 | 0.36% | 766,190 | -43,620 | -5.4% | -$64.17万 | 减仓 |
| DIOD | DIODES INCORPORATED | $1,235.87万 | 0.39% | 181,053 | 181,053 | — | $1,235.87万 | 新建仓 |
| ARHS | ARHAUS INC | $1,245.30万 | 0.39% | 1,836,724 | -9,825 | -0.5% | -$6.66万 | 减仓 |
| IONQ | IONQ INC | $1,290.80万 | 0.41% | 447,729 | -4,945 | -1.1% | -$14.26万 | 减仓 |
| CYTK | CYTOKENETICS INC | $1,310.36万 | 0.41% | 198,811 | 198,811 | — | $1,310.36万 | 新建仓 |
| HAPN | LENDINGCLUB CORP | $1,328.32万 | 0.42% | 927,596 | 149,388 | 19.2% | $213.92万 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $1,331.90万 | 0.42% | 402,752 | -226,592 | -36.0% | -$749.34万 | 减仓 |
| FA | FIRST ADVANTAGE CORP | $1,349.89万 | 0.43% | 1,147,865 | -162,068 | -12.4% | -$190.59万 | 减仓 |
| TREE | LENDINGTREE INC | $1,456.50万 | 0.46% | 339,669 | -22,276 | -6.2% | -$95.52万 | 减仓 |
| QTWO | Q2 HOLDINGS INC | $1,516.34万 | 0.48% | 320,580 | -101,090 | -24.0% | -$478.16万 | 减仓 |
| SBCF | SEACOAST BANKING CORPORATION OF FLORIDA | $1,527.72万 | 0.48% | 504,363 | 312,712 | 163.2% | $947.20万 | 加仓 |
| CVLT | COMMVAULT SYSTEMS INC | $1,535.53万 | 0.49% | 197,141 | 25,256 | 14.7% | $196.72万 | 加仓 |
| BOBS | BOBS DISCOUNT FURNITURE | $1,580.43万 | 0.50% | 1,345,050 | 1,345,050 | — | $1,580.43万 | 新建仓 |
| CCB | COASTAL FINANCIAL CORP | $1,683.19万 | 0.53% | 221,182 | 68,427 | 44.8% | $520.73万 | 加仓 |
| LTH | LIFETIME GROUP HOLDINGS INC | $1,768.63万 | 0.56% | 656,508 | -26,437 | -3.9% | -$71.22万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC | $1,818.82万 | 0.58% | 107,610 | -472 | -0.4% | -$7.98万 | 减仓 |
| SVRA | SAVARA INC | $1,840.72万 | 0.58% | 3,371,285 | -124,211 | -3.6% | -$67.82万 | 减仓 |
| PWP | PERELLA WEINBERG PARTNERS | $1,852.08万 | 0.59% | 1,019,869 | 31,163 | 3.2% | $56.59万 | 加仓 |
| BJRI | BJ'S RESTAURANT INC | $1,863.81万 | 0.59% | 530,999 | -20,623 | -3.7% | -$72.39万 | 减仓 |
| PI | IMPINJ INC | $1,865.19万 | 0.59% | 181,615 | 22,813 | 14.4% | $234.29万 | 加仓 |
| VRNS | VARONIS SYSTEMS INC | $1,865.79万 | 0.59% | 869,021 | -38,743 | -4.3% | -$83.18万 | 减仓 |
| BLLN | BILLIONTOONE INC | $1,891.10万 | 0.60% | 239,562 | 50,613 | 26.8% | $399.54万 | 加仓 |
| FIVE | FIVE BELOW | $1,904.40万 | 0.60% | 83,351 | -2,260 | -2.6% | -$51.64万 | 减仓 |
| COMP | COMPASS INC | $1,943.34万 | 0.61% | 2,658,466 | 918,955 | 52.8% | $671.76万 | 加仓 |
| ATEC | ALPHATEC HOLDINGS INC | $1,966.35万 | 0.62% | 1,807,307 | 169,578 | 10.4% | $184.50万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1,971.07万 | 0.62% | 37,654 | -1,259 | -3.2% | -$65.90万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC | $2,013.10万 | 0.64% | 161,500 | 161,500 | — | $2,013.10万 | 新建仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $2,030.80万 | 0.64% | 884,878 | -28,054 | -3.1% | -$64.38万 | 减仓 |
| RDNT | RADNET INC | $2,133.68万 | 0.68% | 381,764 | -12,951 | -3.3% | -$72.38万 | 减仓 |
| TRVI | TREVI THERAPEUTICS | $2,194.60万 | 0.69% | 1,839,566 | -52,710 | -2.8% | -$62.88万 | 减仓 |