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 |
|---|---|---|---|---|---|---|---|---|
| FWRG | FIRST WATCH RESTAURANT GROUP | $992.57万 | 0.31% | 947,110 | -31,298 | -3.2% | -$32.80万 | 减仓 |
| BRCB | BLACK ROCK COFFEE BAR | $968.52万 | 0.31% | 749,626 | 137,133 | 22.4% | $177.18万 | 加仓 |
| — | SOLENO THERAPEUTICS INC | $917.81万 | 0.29% | 274,138 | -138,513 | -33.6% | -$463.74万 | 减仓 |
| WVE | WAVE LIFE SCIENCES LTD | $914.36万 | 0.29% | 1,261,183 | -1,193,906 | -48.6% | -$865.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $905.49万 | 0.29% | 51,921 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $895.78万 | 0.28% | 96,238 | 96,238 | — | $895.78万 | 新建仓 |
| MANE | VERADERMICS INC | $836.96万 | 0.26% | 132,536 | 132,536 | — | $836.96万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $828.60万 | 0.26% | 205,558 | -27,181 | -11.7% | -$109.57万 | 减仓 |
| FLOC | FLOWCO HOLDINGS INC | $797.09万 | 0.25% | 386,935 | 386,935 | — | $797.09万 | 新建仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $794.40万 | 0.25% | 923,726 | -9,163 | -1.0% | -$7.88万 | 减仓 |
| — | SKYWATER TECHNOLOGY INC | $786.03万 | 0.25% | 286,767 | -1,032,346 | -78.3% | -$2,829.66万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $779.70万 | 0.25% | 540,331 | -2,941 | -0.5% | -$4.24万 | 减仓 |
| RXO | RXO INC | $641.04万 | 0.20% | 438,471 | 438,370 | 434,029.7% | $640.90万 | 加仓 |
| MTUS | METALLUS INC | $614.60万 | 0.19% | 376,134 | 376,134 | — | $614.60万 | 新建仓 |
| POWI | POWER INTEGRATIONS INC | $594.15万 | 0.19% | 116,044 | 116,044 | — | $594.15万 | 新建仓 |
| OFRM | ONCE UPON A FARM | $565.86万 | 0.18% | 346,089 | 346,089 | — | $565.86万 | 新建仓 |
| SWIM | LATHAM GROUP INC | $540.65万 | 0.17% | 1,006,795 | 31,091 | 3.2% | $16.70万 | 加仓 |
| HTFL | HEARTFLOW INC | $538.43万 | 0.17% | 221,302 | -280 | -0.1% | -$6,812 | 减仓 |
| AAPL | APPLE INC | $497.91万 | 0.16% | 19,619 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $490.40万 | 0.16% | 13,248 | 831 | 6.7% | $30.76万 | 加仓 |
| GOOGL | ALPHABET INC CLA A | $460.67万 | 0.15% | 16,020 | 0 | 0.0% | — | 不变 |
| — | BYRNA TECHNOLOGIES INC | $397.15万 | 0.13% | 432,626 | 269,817 | 165.7% | $247.69万 | 加仓 |
| AMZN | AMAZON.COM, INC | $366.76万 | 0.12% | 17,610 | -200 | -1.1% | -$4.17万 | 减仓 |
| AVGO | BROADCOM LTD | $335.45万 | 0.11% | 10,838 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $274.35万 | 0.09% | 8,527 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $254.83万 | 0.08% | 4,454 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HOLDINGS INC | $211.60万 | 0.07% | 3,011 | -144,914 | -98.0% | -$1.02亿 | 减仓 |
| TTWO | TAKE TWO INTERACTIVE SOFTWARE | $209.45万 | 0.07% | 10,605 | 2,124 | 25.0% | $41.95万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $207.40万 | 0.07% | 7,309 | -1,199 | -14.1% | -$34.02万 | 减仓 |
| INSM | INSMED INC | $196.06万 | 0.06% | 11,990 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS | $180.82万 | 0.06% | 7,216 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $172.99万 | 0.05% | 7,061 | -2,038 | -22.4% | -$49.93万 | 减仓 |
| SLDE | SLIDE INSURANCE HOLDINGS INC | $154.59万 | 0.05% | 85,885 | 24,740 | 40.5% | $44.53万 | 加仓 |
| MPWR | MONOLITHICPOWER SYSTEMS INC | $139.29万 | 0.04% | 1,274 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $136.33万 | 0.04% | 6,667 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RESOURCES CORP | $129.70万 | 0.04% | 5,173 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $124.72万 | 0.04% | 1,356 | 335 | 32.8% | $30.81万 | 加仓 |
| XPO | XPO LOGISTICS | $123.05万 | 0.04% | 6,325 | 2,760 | 77.4% | $53.70万 | 加仓 |
| TJX | TJX COS. | $121.40万 | 0.04% | 7,602 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $119.83万 | 0.04% | 10,151 | 3,375 | 49.8% | $39.84万 | 加仓 |
| BIIB | BIOGEN IDEC INC | $110.49万 | 0.03% | 6,027 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PAYMENTS INC | $105.14万 | 0.03% | 24,044 | -256,262 | -91.4% | -$1,120.63万 | 减仓 |
| MPB | MID PENN BANCORP INC | $103.80万 | 0.03% | 32,275 | 9,856 | 44.0% | $31.70万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDUSTRIES LIMITED | $103.28万 | 0.03% | 34,289 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $93.46万 | 0.03% | 9,720 | -200 | -2.0% | -$1.92万 | 减仓 |
| MP | MP MATERIALS CORP | $87.09万 | 0.03% | 18,046 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $86.58万 | 0.03% | 4,196 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $86.23万 | 0.03% | 3,523 | 0 | 0.0% | — | 不变 |
| — | GBANK FINANCIAL HOLDINGS INC | $78.21万 | 0.02% | 29,227 | 20,185 | 223.2% | $54.02万 | 加仓 |
| HEI | HEICO CORPORATION | $76.42万 | 0.02% | 2,787 | 282 | 11.3% | $7.73万 | 加仓 |
| AII | AMERICAN INTEGRITY INSURANCE GROUP | $75.44万 | 0.02% | 39,127 | 7,506 | 23.7% | $14.47万 | 加仓 |
| FICO | FAIR ISAAC CORP | $74.30万 | 0.02% | 696 | 127 | 22.3% | $13.56万 | 加仓 |
| BURL | BURLINGTON STORES INC | $73.02万 | 0.02% | 2,244 | 423 | 23.2% | $13.76万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $72.84万 | 0.02% | 731 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HOLDINGS LTD | $72.82万 | 0.02% | 38,940 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $72.60万 | 0.02% | 4,835 | 0 | 0.0% | — | 不变 |
| LHX | L3 HARRIS TECHNOLOGIES INC | $70.48万 | 0.02% | 2,042 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MARKETS INC | $68.07万 | 0.02% | 9,823 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $67.82万 | 0.02% | 1,121 | 0 | 0.0% | — | 不变 |
| V | VISA INC-CLASS A | $64.17万 | 0.02% | 2,123 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $63.85万 | 0.02% | 7,893 | 2,261 | 40.1% | $18.29万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $63.75万 | 0.02% | 28,637 | -782,560 | -96.5% | -$1,741.98万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $63.39万 | 0.02% | 1,069 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $63.09万 | 0.02% | 6,034 | 2,964 | 96.5% | $30.99万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $62.81万 | 0.02% | 1,479 | 315 | 27.1% | $13.38万 | 加仓 |
| VST | VISTRA CORP | $62.12万 | 0.02% | 4,132 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $58.84万 | 0.02% | 6,219 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $57.82万 | 0.02% | 9,794 | 2,377 | 32.0% | $14.03万 | 加仓 |
| TSLA | TESLA MOTORS, INC | $56.17万 | 0.02% | 1,511 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $54.91万 | 0.02% | 1,748 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $54.21万 | 0.02% | 7,842 | -2,790 | -26.2% | -$19.29万 | 减仓 |
| INDI | INDIE SEMICONDUCTOR INC | $53.80万 | 0.02% | 167,080 | 65,971 | 65.2% | $21.24万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $53.67万 | 0.02% | 1,622 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS, INC | $51.72万 | 0.02% | 3,226 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $51.10万 | 0.02% | 1,857 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $50.30万 | 0.02% | 1,672 | 0 | 0.0% | — | 不变 |
| ENVA | ENOVA INTERNATI | $47.64万 | 0.02% | 3,507 | 1,358 | 63.2% | $18.45万 | 加仓 |
| H | HYATT HOTELS CORPORATION | $45.85万 | 0.01% | 3,189 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $45.76万 | 0.01% | 9,033 | 3,306 | 57.7% | $16.75万 | 加仓 |
| APP | APPLOVIN CORP | $45.33万 | 0.01% | 1,139 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $43.57万 | 0.01% | 2,296 | 1,266 | 122.9% | $24.02万 | 加仓 |
| RBLX | ROBLOX CORPORATION | $43.00万 | 0.01% | 7,603 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $42.32万 | 0.01% | 2,893 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HOLDINGS CORP | $40.88万 | 0.01% | 4,645 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $39.52万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYSTEMS INC | $39.22万 | 0.01% | 2,233 | 0 | 0.0% | — | 不变 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $38.75万 | 0.01% | 13,624 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $38.74万 | 0.01% | 4,497 | 4,497 | — | $38.74万 | 新建仓 |
| GENI | GENIUS SPORTS LIMITED | $38.73万 | 0.01% | 87,417 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $36.52万 | 0.01% | 2,603 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORPORATION | $36.44万 | 0.01% | 3,641 | 0 | 0.0% | — | 不变 |
| — | PIXELWORKS INC | $34.94万 | 0.01% | 64,695 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS INC | $34.62万 | 0.01% | 4,655 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HOLDINGS INC | $34.57万 | 0.01% | 1,770 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $33.90万 | 0.01% | 5,327 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RESOURCES CO | $32.94万 | 0.01% | 5,213 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $32.50万 | 0.01% | 764 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $32.29万 | 0.01% | 4,857 | 0 | 0.0% | — | 不变 |
| STE | STERIS PUBLIC LIMITED COMPANY | $31.05万 | 0.01% | 1,404 | 0 | 0.0% | — | 不变 |
| NU | NU HOLDINGS LTD | $29.82万 | 0.01% | 20,752 | 0 | 0.0% | — | 不变 |