EMERALD ADVISERS, LLC
LEOLA PA · SEC CIK 0001015083
$42.49亿2026Q2 申报市值
237持仓数
17.4%前十大占比 · 第一大 2.1%
27 / 39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
LGN 新建仓+$5,572.24万
SXT 新建仓+$4,869.06万
CORT 加仓+$4,719.36万
ACLS 加仓+$4,437.51万
TEX 新建仓+$3,945.59万
2026Q2 卖出最多 按季末市值估算
BE 减仓-$1.62亿
CRDO 减仓-$1.30亿
TTMI 减仓-$9,889.43万
GH 减仓-$7,169.86万
STRL 减仓-$6,663.18万
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 |
|---|---|---|---|---|---|---|---|---|
| BWMN | BOWMAN CONSULTING GROUP LTD | $58.98万 | 0.01% | 20,198 | 6,574 | 48.3% | $19.20万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $59.22万 | 0.01% | 5,870 | 1,373 | 30.5% | $13.85万 | 加仓 |
| NOW | SERVICENOW INC | $59.22万 | 0.01% | 5,965 | -69 | -1.1% | -$6,850 | 减仓 |
| LHX | L3 HARRIS TECHNOLOGIES INC | $59.34万 | 0.01% | 2,042 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORPORATION | $61.82万 | 0.01% | 3,189 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW | $63.25万 | 0.01% | 3,518 | -79,833 | -95.8% | -$1,435.32万 | 减仓 |
| BROS | DUTCH BROS INC | $64.87万 | 0.02% | 9,033 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $65.55万 | 0.02% | 4,132 | 0 | 0.0% | — | 不变 |
| OFRM | ONCE UPON A FARM | $66.36万 | 0.02% | 32,401 | -313,688 | -90.6% | -$642.43万 | 减仓 |
| HOOD | ROBINHOOD MARKETS INC | $66.66万 | 0.02% | 6,647 | -3,176 | -32.3% | -$31.85万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $67.45万 | 0.02% | 721 | -10 | -1.4% | -$9,355 | 减仓 |
| NFLX | NETFLIX INC | $69.57万 | 0.02% | 9,744 | 24 | 0.2% | $1,714 | 加仓 |
| MPWR | MONOLITHICPOWER SYSTEMS INC | $71.05万 | 0.02% | 514 | -760 | -59.7% | -$105.06万 | 减仓 |
| V | VISA INC-CLASS A | $71.88万 | 0.02% | 2,095 | -28 | -1.3% | -$9,607 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $74.76万 | 0.02% | 1,121 | 0 | 0.0% | — | 不变 |
| INDI | INDIE SEMICONDUCTOR INC | $76.67万 | 0.02% | 170,762 | 3,682 | 2.2% | $1.65万 | 加仓 |
| CAVA | CAVA GROUP INC | $76.71万 | 0.02% | 9,774 | 1,881 | 23.8% | $14.76万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $79.59万 | 0.02% | 1,469 | 400 | 37.4% | $21.67万 | 加仓 |
| TER | TERADYNE INC | $80.75万 | 0.02% | 1,669 | 1,669 | — | $80.75万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDUSTRIES LIMITED | $83.17万 | 0.02% | 24,548 | -9,741 | -28.4% | -$33.00万 | 减仓 |
| — | GBANK FINANCIAL HOLDINGS INC | $88.59万 | 0.02% | 29,227 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $97.77万 | 0.02% | 12,409 | 2,615 | 26.7% | $20.60万 | 加仓 |
| MDB | MONGODB INC | $97.78万 | 0.02% | 2,911 | -612 | -17.4% | -$20.56万 | 减仓 |
| HEI | HEICO CORPORATION | $99.27万 | 0.02% | 2,787 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $100.16万 | 0.02% | 17,883 | -163 | -0.9% | -$9,130 | 减仓 |
| BURL | BURLINGTON STORES INC | $102.33万 | 0.02% | 3,230 | 986 | 43.9% | $31.24万 | 加仓 |
| NET | CLOUDFLARE INC | $102.92万 | 0.02% | 4,196 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $104.30万 | 0.02% | 873 | 177 | 25.4% | $21.15万 | 加仓 |
| PANW | PALO ALTO NETWORKS, INC | $108.55万 | 0.03% | 3,183 | -43 | -1.3% | -$1.47万 | 减仓 |
| MPB | MID PENN BANCORP INC | $112.45万 | 0.03% | 32,275 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS. | $113.70万 | 0.03% | 7,505 | -97 | -1.3% | -$1.47万 | 减仓 |
| SNOW | SNOWFLAKE INC CLASS A | $123.56万 | 0.03% | 4,855 | 4,650 | 2,268.3% | $118.34万 | 加仓 |
| — | FIRST CAROLINA FINANCIAL SERVICES | $124.77万 | 0.03% | 94,236 | 94,236 | — | $124.77万 | 新建仓 |
| XPO | XPO LOGISTICS | $129.29万 | 0.03% | 6,298 | -27 | -0.4% | -$5,543 | 减仓 |
| BIIB | BIOGEN IDEC INC | $129.42万 | 0.03% | 5,990 | -37 | -0.6% | -$7,994 | 减仓 |
| AXON | AXON ENTERPRISE INC | $129.50万 | 0.03% | 2,310 | 831 | 56.2% | $46.59万 | 加仓 |
| TRGP | TARGA RESOURCES CORP | $138.71万 | 0.03% | 5,173 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $149.43万 | 0.04% | 7,677 | 1,010 | 15.1% | $19.66万 | 加仓 |
| LLY | ELI LILLY & CO | $160.60万 | 0.04% | 1,339 | -17 | -1.3% | -$2.04万 | 减仓 |
| INSM | INSMED INC | $162.62万 | 0.04% | 15,252 | 3,262 | 27.2% | $34.78万 | 加仓 |
| SLDE | SLIDE INSURANCE HOLDINGS INC | $166.36万 | 0.04% | 85,885 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CL C | $185.14万 | 0.04% | 5,240 | 5,240 | — | $185.14万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $193.13万 | 0.05% | 7,139 | 78 | 1.1% | $2.11万 | 加仓 |
| BE | BLOOM ENERGY CO | $236.59万 | 0.06% | 7,816 | -533,971 | -98.6% | -$1.62亿 | 减仓 |
| META | META PLATFORMS INC | $252.41万 | 0.06% | 4,481 | 27 | 0.6% | $1.52万 | 加仓 |
| LITE | LUMENTUM HOLDINGS INC | $258.45万 | 0.06% | 3,012 | 1 | 0.0% | $858 | 加仓 |
| AMZN | AMAZON.COM, INC | $293.99万 | 0.07% | 12,335 | -5,275 | -30.0% | -$125.72万 | 减仓 |
| TTWO | TAKE TWO INTERACTIVE SOFTWARE | $305.30万 | 0.07% | 12,213 | 1,608 | 15.2% | $40.20万 | 加仓 |
| ATI | ATI Inc | $313.72万 | 0.07% | 15,917 | -165,568 | -91.2% | -$3,263.35万 | 减仓 |
| DDOG | DATADOG INC | $325.35万 | 0.08% | 12,496 | 2,345 | 23.1% | $61.05万 | 加仓 |
| MTZ | MASTEC INC | $332.14万 | 0.08% | 7,983 | -544 | -6.4% | -$22.63万 | 减仓 |
| EROC | EROCK INC | $407.06万 | 0.10% | 280,734 | 280,734 | — | $407.06万 | 新建仓 |
| AVGO | BROADCOM LTD | $418.43万 | 0.10% | 11,077 | 239 | 2.2% | $9.03万 | 加仓 |
| HTFL | HEARTFLOW INC | $452.41万 | 0.11% | 154,196 | -67,106 | -30.3% | -$196.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $480.93万 | 0.11% | 12,893 | -355 | -2.7% | -$13.24万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDINGS | $526.55万 | 0.12% | 19,362 | -479,212 | -96.1% | -$1.30亿 | 减仓 |
| AAPL | APPLE INC | $587.69万 | 0.14% | 20,310 | 691 | 3.5% | $19.99万 | 加仓 |
| BRCB | BLACK ROCK COFFEE BAR | $615.40万 | 0.14% | 742,337 | -7,289 | -1.0% | -$6.04万 | 减仓 |
| GOOGL | ALPHABET INC CLA A | $630.47万 | 0.15% | 17,642 | 1,622 | 10.1% | $57.97万 | 加仓 |
| HAWK | HAWKEYE 360 INC | $656.07万 | 0.15% | 324,464 | 324,464 | — | $656.07万 | 新建仓 |
| MTUS | METALLUS INC | $684.71万 | 0.16% | 366,351 | -9,783 | -2.6% | -$18.28万 | 减仓 |
| WVE | WAVE LIFE SCIENCES LTD | $711.12万 | 0.17% | 1,223,965 | -37,218 | -3.0% | -$21.62万 | 减仓 |
| — | ASTRONICS CORPORATION - CL B | $786.86万 | 0.19% | 103,535 | 103,535 | — | $786.86万 | 新建仓 |
| FLOC | FLOWCO HOLDINGS INC | $815.32万 | 0.19% | 382,062 | -4,873 | -1.3% | -$10.40万 | 减仓 |
| AMBA | AMBARELLA INC | $827.98万 | 0.19% | 96,501 | 96,501 | — | $827.98万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $840.84万 | 0.20% | 178,751 | 178,751 | — | $840.84万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $987.07万 | 0.23% | 537,328 | 537,328 | — | $987.07万 | 新建仓 |
| DAVE | DAVE INC | $1,005.73万 | 0.24% | 26,993 | 26,993 | — | $1,005.73万 | 新建仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $1,024.41万 | 0.24% | 685,683 | -533 | -0.1% | -$7,963 | 减仓 |
| AVEX | AEVEX CORP | $1,125.07万 | 0.26% | 538,568 | 538,568 | — | $1,125.07万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,143.47万 | 0.27% | 57,148 | 5,227 | 10.1% | $104.59万 | 加仓 |
| WHK | WHITEHAWK MINERALS CORP | $1,160.96万 | 0.27% | 417,311 | 417,311 | — | $1,160.96万 | 新建仓 |
| TRIN | TRINITY CAPITAL INC | $1,332.59万 | 0.31% | 744,877 | -21,313 | -2.8% | -$38.13万 | 减仓 |
| AVAH | AVEANNA HEALTHCARE HOLDINGS | $1,407.54万 | 0.33% | 1,642,406 | -48,051 | -2.8% | -$41.18万 | 减仓 |
| WSBC | WESBANCO INC | $1,481.52万 | 0.35% | 379,586 | 378,721 | 43,782.8% | $1,478.15万 | 加仓 |
| TREE | LENDINGTREE INC | $1,482.40万 | 0.35% | 334,702 | -4,967 | -1.5% | -$22.00万 | 减仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $1,532.42万 | 0.36% | 937,258 | 937,258 | — | $1,532.42万 | 新建仓 |
| QTWO | Q2 HOLDINGS INC | $1,533.54万 | 0.36% | 318,823 | -1,757 | -0.5% | -$8.45万 | 减仓 |
| EVER | EVERQUOTE INC | $1,550.92万 | 0.37% | 651,922 | -39,344 | -5.7% | -$93.60万 | 减仓 |
| VC | VISTEON CORP | $1,611.36万 | 0.38% | 162,419 | 51,917 | 47.0% | $515.07万 | 加仓 |
| CCB | COASTAL FINANCIAL CORP | $1,676.80万 | 0.39% | 216,333 | -4,849 | -2.2% | -$37.58万 | 减仓 |
| ALMR | ALAMAR BIOSCIENCES INC | $1,753.22万 | 0.41% | 647,183 | 647,183 | — | $1,753.22万 | 新建仓 |
| ATEC | ALPHATEC HOLDINGS INC | $1,820.35万 | 0.43% | 2,104,451 | 297,144 | 16.4% | $257.03万 | 加仓 |
| EE | EXCELERATE ENERGY INC | $1,843.50万 | 0.43% | 485,260 | 169,595 | 53.7% | $644.29万 | 加仓 |
| SVRA | SAVARA INC | $1,939.44万 | 0.46% | 3,148,439 | -222,846 | -6.6% | -$137.27万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $1,967.99万 | 0.46% | 1,526,759 | 579,649 | 61.2% | $747.17万 | 加仓 |
| ARHS | ARHAUS INC | $1,999.80万 | 0.47% | 2,375,058 | 538,334 | 29.3% | $453.28万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $2,109.70万 | 0.50% | 608,509 | 341,184 | 127.6% | $1,182.88万 | 重新持有 |
| AMBQ | AMBIQ MICRO INC | $2,151.55万 | 0.51% | 243,664 | 243,664 | — | $2,151.55万 | 新建仓 |
| SBCF | SEACOAST BANKING CORPORATION OF FLORIDA | $2,174.43万 | 0.51% | 653,964 | 149,601 | 29.7% | $497.42万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INSURANCE | $2,180.90万 | 0.51% | 373,762 | -254,146 | -40.5% | -$1,482.94万 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $2,214.13万 | 0.52% | 264,342 | 148,298 | 127.8% | $1,242.14万 | 加仓 |
| RDNT | RADNET INC | $2,284.81万 | 0.54% | 370,489 | -11,275 | -3.0% | -$69.53万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $2,406.49万 | 0.57% | 852,158 | -32,720 | -3.7% | -$92.40万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $2,415.60万 | 0.57% | 247,805 | 247,805 | — | $2,415.60万 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC | $2,447.05万 | 0.58% | 1,364,780 | -16,794 | -1.2% | -$30.11万 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES | $2,451.85万 | 0.58% | 4,227,336 | -105,719 | -2.4% | -$61.32万 | 减仓 |
| HAPN | HAPPEN INC | $2,475.85万 | 0.58% | 1,193,757 | 266,161 | 28.7% | $552.02万 | 加仓 |
| NPKI | NPK INTERNATIONAL INC | $2,503.59万 | 0.59% | 1,573,597 | 1,573,597 | — | $2,503.59万 | 新建仓 |
| PI | IMPINJ INC | $2,532.02万 | 0.60% | 176,780 | -4,835 | -2.7% | -$69.25万 | 减仓 |