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 |
|---|---|---|---|---|---|---|---|---|
| TVTX | TRAVERE THERAPEUTICS INC | $9,094.63万 | 2.14% | 1,600,886 | 43,690 | 2.8% | $248.20万 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROUP | $7,987.87万 | 1.88% | 847,969 | 269,369 | 46.6% | $2,537.46万 | 加仓 |
| MRCY | MERCURY SYSTEMS INC | $7,813.00万 | 1.84% | 638,682 | 43,368 | 7.3% | $530.52万 | 加仓 |
| AIR | AAR CORPORATION | $7,459.79万 | 1.76% | 521,919 | 76,226 | 17.1% | $1,089.50万 | 加仓 |
| VSEC | VSE CORPORATION | $7,384.02万 | 1.74% | 323,152 | 8,363 | 2.7% | $191.09万 | 加仓 |
| KLIC | KULICKE AND SOFFA INDUSTRIES | $7,377.33万 | 1.74% | 551,535 | -17,461 | -3.1% | -$233.56万 | 减仓 |
| AGX | ARGAN INC | $7,130.73万 | 1.68% | 89,296 | -5,976 | -6.3% | -$477.21万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $6,685.58万 | 1.57% | 736,784 | 213,767 | 40.9% | $1,939.72万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $6,506.69万 | 1.53% | 748,325 | 542,767 | 264.0% | $4,719.36万 | 加仓 |
| LIVN | LIVANOVA PLC | $6,472.33万 | 1.52% | 787,101 | 116,894 | 17.4% | $961.22万 | 加仓 |
| SMTC | SEMTECH CORP | $6,361.19万 | 1.50% | 393,030 | -63,988 | -14.0% | -$1,035.65万 | 减仓 |
| IDCC | INTERDIGITAL INC PA COM | $6,328.44万 | 1.49% | 223,517 | 119,452 | 114.8% | $3,382.04万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $6,293.65万 | 1.48% | 179,798 | 17,145 | 10.5% | $600.14万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $6,260.74万 | 1.47% | 330,469 | 234,231 | 243.4% | $4,437.51万 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $6,259.92万 | 1.47% | 884,294 | 23,475 | 2.7% | $166.18万 | 加仓 |
| PLXS | PLEXUS CORP | $6,245.28万 | 1.47% | 207,712 | 41,180 | 24.7% | $1,238.16万 | 加仓 |
| COHU | COHU INC | $6,235.25万 | 1.47% | 843,627 | 63,528 | 8.1% | $469.54万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $6,204.84万 | 1.46% | 1,603,319 | 15,187 | 1.0% | $58.77万 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $5,587.32万 | 1.32% | 475,112 | 137,079 | 40.6% | $1,612.05万 | 加仓 |
| LGN | LEGENCE CORP | $5,572.24万 | 1.31% | 653,788 | 653,788 | — | $5,572.24万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $5,482.33万 | 1.29% | 468,295 | 71,032 | 17.9% | $831.57万 | 加仓 |
| GH | GUARDANT HEALTH INC | $5,461.42万 | 1.29% | 364,022 | -477,895 | -56.8% | -$7,169.86万 | 减仓 |
| MOD | MODINE MANUFACTURING CO | $5,413.94万 | 1.27% | 202,754 | -175,364 | -46.4% | -$4,682.57万 | 减仓 |
| AX | AXOS FINANCIAL INC | $5,221.68万 | 1.23% | 536,162 | 39,930 | 8.0% | $388.88万 | 加仓 |
| SEI | SOLARIS ENERGY INFRASTRUCTURE INC | $5,154.40万 | 1.21% | 640,616 | 45,929 | 7.7% | $369.54万 | 加仓 |
| LASR | NLIGHT INC | $5,129.94万 | 1.21% | 736,848 | -9,826 | -1.3% | -$68.41万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS | $5,037.64万 | 1.19% | 567,430 | -45,935 | -7.5% | -$407.81万 | 减仓 |
| UMBF | UMB FINANCIAL CORP | $4,935.02万 | 1.16% | 345,687 | 78,249 | 29.3% | $1,117.08万 | 加仓 |
| BOOT | BOOT BARN HOLDINGS INC | $4,931.81万 | 1.16% | 300,226 | 91,801 | 44.0% | $1,508.02万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $4,876.15万 | 1.15% | 1,639,592 | 66,092 | 4.2% | $196.56万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $4,869.06万 | 1.15% | 394,927 | 394,927 | — | $4,869.06万 | 新建仓 |
| BLLN | BILLIONTOONE INC | $4,509.54万 | 1.06% | 375,858 | 136,296 | 56.9% | $1,635.28万 | 加仓 |
| AGYS | AGILYSYS INC | $4,470.98万 | 1.05% | 427,845 | 104,334 | 32.3% | $1,090.29万 | 加仓 |
| ATRO | ASTRONICS CORP | $4,176.63万 | 0.98% | 513,984 | 64,858 | 14.4% | $527.04万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $4,144.87万 | 0.98% | 221,627 | -528,790 | -70.5% | -$9,889.43万 | 减仓 |
| COMP | COMPASS INC | $4,064.73万 | 0.96% | 3,296,616 | 638,150 | 24.0% | $786.84万 | 加仓 |
| FRPT | FRESHPET INC | $3,983.09万 | 0.94% | 673,730 | 193,027 | 40.2% | $1,141.18万 | 加仓 |
| LTH | LIFETIME GROUP HOLDINGS INC | $3,967.57万 | 0.93% | 971,490 | 314,982 | 48.0% | $1,286.39万 | 加仓 |
| FA | FIRST ADVANTAGE CORP | $3,950.92万 | 0.93% | 2,188,875 | 1,041,010 | 90.7% | $1,879.02万 | 加仓 |
| TEX | TEREX CORP NEW | $3,945.59万 | 0.93% | 545,046 | 545,046 | — | $3,945.59万 | 新建仓 |
| CYTK | CYTOKENETICS INC | $3,901.33万 | 0.92% | 457,956 | 259,145 | 130.3% | $2,207.66万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $3,832.86万 | 0.90% | 326,701 | 21,785 | 7.1% | $255.58万 | 加仓 |
| EYE | NATIONAL VISION HOLDINGS | $3,814.72万 | 0.90% | 2,006,691 | 504,047 | 33.5% | $958.19万 | 加仓 |
| DIOD | DIODES INCORPORATED | $3,780.86万 | 0.89% | 345,473 | 164,420 | 90.8% | $1,799.41万 | 加仓 |
| HRI | HERC HOLDINGS INC | $3,743.40万 | 0.88% | 261,155 | 261,155 | — | $3,743.40万 | 新建仓 |
| SYNA | SYNAPTICS INC | $3,708.91万 | 0.87% | 298,552 | -31,364 | -9.5% | -$389.63万 | 减仓 |
| MXL | MAXLINEAR INC CLASS A | $3,589.32万 | 0.84% | 280,350 | 280,350 | — | $3,589.32万 | 新建仓 |
| MANE | VERADERMICS INC | $3,545.22万 | 0.83% | 288,370 | 155,834 | 117.6% | $1,915.82万 | 加仓 |
| VRNS | VARONIS SYSTEMS INC | $3,529.65万 | 0.83% | 841,193 | -27,828 | -3.2% | -$116.77万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC | $3,507.01万 | 0.83% | 229,486 | 67,986 | 42.1% | $1,038.96万 | 加仓 |
| TTI | TETRA TECHNOLOGIES | $3,504.80万 | 0.82% | 3,093,379 | 431,852 | 16.2% | $489.29万 | 加仓 |
| AMSC | AMERICAN SEMICONDUCTOR CORP | $3,503.26万 | 0.82% | 843,956 | 86,552 | 11.4% | $359.28万 | 加仓 |
| MC | MOELIS & CO | $3,479.58万 | 0.82% | 531,883 | -16,194 | -3.0% | -$105.94万 | 减仓 |
| KTOS | KRATOS DEFENSE AND SECURITY | $3,476.14万 | 0.82% | 697,181 | -138,748 | -16.6% | -$691.80万 | 减仓 |
| OLLI | OLLIE'S BARGAIN OUTLET HOLDINGS | $3,419.45万 | 0.80% | 444,778 | 97,653 | 28.1% | $750.76万 | 加仓 |
| RMBS | RAMBUS INC | $3,354.25万 | 0.79% | 252,693 | -240,543 | -48.8% | -$3,192.97万 | 减仓 |
| TRVI | TREVI THERAPEUTICS | $3,352.54万 | 0.79% | 1,797,611 | -41,955 | -2.3% | -$78.25万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $3,315.94万 | 0.78% | 87,619 | -30,804 | -26.0% | -$1,165.78万 | 减仓 |
| IMAX | IMAX CORP | $3,300.27万 | 0.78% | 827,965 | -21,183 | -2.5% | -$84.44万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $3,257.84万 | 0.77% | 490,491 | 147,700 | 43.1% | $981.02万 | 加仓 |
| RXO | RXO INC | $3,240.49万 | 0.76% | 1,174,517 | 736,046 | 167.9% | $2,030.75万 | 加仓 |
| PLMR | PALOMAR HOLDINGS INC | $3,137.85万 | 0.74% | 248,267 | -50,092 | -16.8% | -$633.11万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $3,134.68万 | 0.74% | 211,574 | -222,308 | -51.2% | -$3,293.72万 | 减仓 |
| BJRI | BJ'S RESTAURANT INC | $3,119.19万 | 0.73% | 513,574 | -17,425 | -3.3% | -$105.83万 | 减仓 |
| TBBK | THE BANCORP INC | $2,994.35万 | 0.70% | 478,025 | -13,315 | -2.7% | -$83.41万 | 减仓 |
| HNGE | HINGE HEALTH INC | $2,976.84万 | 0.70% | 358,655 | 79,765 | 28.6% | $662.05万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $2,911.55万 | 0.69% | 176,383 | -3,491 | -1.9% | -$57.63万 | 减仓 |
| CVLT | COMMVAULT SYSTEMS INC | $2,812.76万 | 0.66% | 198,459 | 1,318 | 0.7% | $18.68万 | 加仓 |
| MTRN | MATERION CORP | $2,760.02万 | 0.65% | 92,808 | 92,808 | — | $2,760.02万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $2,753.51万 | 0.65% | 1,147,775 | 607,444 | 112.4% | $1,457.26万 | 加仓 |
| ARLO | ARLO TECHNOLOGIES | $2,725.18万 | 0.64% | 2,021,645 | 2,716 | 0.1% | $3.66万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $2,723.69万 | 0.64% | 390,158 | -4,446 | -1.1% | -$31.04万 | 减仓 |
| CUBI | CUSTOMERS BANCORP INC | $2,647.16万 | 0.62% | 334,660 | -8,549 | -2.5% | -$67.62万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC | $2,551.41万 | 0.60% | 104,237 | -3,373 | -3.1% | -$82.56万 | 减仓 |
| BOBS | BOBS DISCOUNT FURNITURE | $2,542.38万 | 0.60% | 1,607,068 | 262,018 | 19.5% | $414.51万 | 加仓 |
| PIPR | PIPER SANDLER CO | $2,533.05万 | 0.60% | 350,159 | -10,419 | -2.9% | -$75.37万 | 减仓 |
| PI | IMPINJ INC | $2,532.02万 | 0.60% | 176,780 | -4,835 | -2.7% | -$69.25万 | 减仓 |
| NPKI | NPK INTERNATIONAL INC | $2,503.59万 | 0.59% | 1,573,597 | 1,573,597 | — | $2,503.59万 | 新建仓 |
| HAPN | HAPPEN INC | $2,475.85万 | 0.58% | 1,193,757 | 266,161 | 28.7% | $552.02万 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES | $2,451.85万 | 0.58% | 4,227,336 | -105,719 | -2.4% | -$61.32万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $2,447.05万 | 0.58% | 1,364,780 | -16,794 | -1.2% | -$30.11万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $2,415.60万 | 0.57% | 247,805 | 247,805 | — | $2,415.60万 | 新建仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $2,406.49万 | 0.57% | 852,158 | -32,720 | -3.7% | -$92.40万 | 减仓 |
| RDNT | RADNET INC | $2,284.81万 | 0.54% | 370,489 | -11,275 | -3.0% | -$69.53万 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $2,214.13万 | 0.52% | 264,342 | 148,298 | 127.8% | $1,242.14万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INSURANCE | $2,180.90万 | 0.51% | 373,762 | -254,146 | -40.5% | -$1,482.94万 | 减仓 |
| SBCF | SEACOAST BANKING CORPORATION OF FLORIDA | $2,174.43万 | 0.51% | 653,964 | 149,601 | 29.7% | $497.42万 | 加仓 |
| AMBQ | AMBIQ MICRO INC | $2,151.55万 | 0.51% | 243,664 | 243,664 | — | $2,151.55万 | 新建仓 |
| 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 |
| ARHS | ARHAUS INC | $1,999.80万 | 0.47% | 2,375,058 | 538,334 | 29.3% | $453.28万 | 加仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $1,967.99万 | 0.46% | 1,526,759 | 579,649 | 61.2% | $747.17万 | 加仓 |
| SVRA | SAVARA INC | $1,939.44万 | 0.46% | 3,148,439 | -222,846 | -6.6% | -$137.27万 | 减仓 |
| EE | EXCELERATE ENERGY INC | $1,843.50万 | 0.43% | 485,260 | 169,595 | 53.7% | $644.29万 | 加仓 |
| ATEC | ALPHATEC HOLDINGS INC | $1,820.35万 | 0.43% | 2,104,451 | 297,144 | 16.4% | $257.03万 | 加仓 |
| ALMR | ALAMAR BIOSCIENCES INC | $1,753.22万 | 0.41% | 647,183 | 647,183 | — | $1,753.22万 | 新建仓 |
| CCB | COASTAL FINANCIAL CORP | $1,676.80万 | 0.39% | 216,333 | -4,849 | -2.2% | -$37.58万 | 减仓 |
| VC | VISTEON CORP | $1,611.36万 | 0.38% | 162,419 | 51,917 | 47.0% | $515.07万 | 加仓 |
| EVER | EVERQUOTE INC | $1,550.92万 | 0.37% | 651,922 | -39,344 | -5.7% | -$93.60万 | 减仓 |
| QTWO | Q2 HOLDINGS INC | $1,533.54万 | 0.36% | 318,823 | -1,757 | -0.5% | -$8.45万 | 减仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $1,532.42万 | 0.36% | 937,258 | 937,258 | — | $1,532.42万 | 新建仓 |