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 |
|---|---|---|---|---|---|---|---|---|
| MOD | MODINE MANUFACTURING CO | $8,194.20万 | 2.59% | 378,118 | -11,817 | -3.0% | -$256.09万 | 减仓 |
| GH | GUARDANT HEALTH INC | $7,776.79万 | 2.46% | 841,917 | -19,907 | -2.3% | -$183.88万 | 减仓 |
| BE | BLOOM ENERGY CO | $7,340.67万 | 2.32% | 541,787 | -17,276 | -3.1% | -$234.07万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $7,310.56万 | 2.31% | 750,417 | -164,711 | -18.0% | -$1,604.61万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $6,112.72万 | 1.93% | 1,588,132 | 4,786 | 0.3% | $18.42万 | 加仓 |
| KTOS | KRATOS DEFENSE AND SECURITY | $5,894.14万 | 1.87% | 835,929 | -39,134 | -4.5% | -$275.93万 | 减仓 |
| VSEC | VSE CORPORATION | $5,804.71万 | 1.84% | 314,789 | 35,246 | 12.6% | $649.94万 | 加仓 |
| FN | FABRINET | $5,605.97万 | 1.77% | 107,493 | -1,796 | -1.6% | -$93.66万 | 减仓 |
| AGX | ARGAN INC | $5,188.99万 | 1.64% | 95,272 | -2,800 | -2.9% | -$152.50万 | 减仓 |
| AIR | AAR CORPORATION | $4,878.56万 | 1.54% | 445,693 | 26,223 | 6.3% | $287.04万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDINGS | $4,680.11万 | 1.48% | 498,574 | 2,435 | 0.5% | $22.86万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $4,626.43万 | 1.46% | 1,557,196 | -36,988 | -2.3% | -$109.89万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $4,576.57万 | 1.45% | 162,653 | -4,026 | -2.4% | -$113.28万 | 减仓 |
| MRCY | MERCURY SYSTEMS INC | $4,340.43万 | 1.37% | 595,314 | 64,199 | 12.1% | $468.07万 | 加仓 |
| LIVN | LIVANOVA PLC | $4,259.84万 | 1.35% | 670,207 | -30,741 | -4.4% | -$195.39万 | 减仓 |
| LASR | NLIGHT INC | $4,257.54万 | 1.35% | 746,674 | -35,203 | -4.5% | -$200.73万 | 减仓 |
| RMBS | RAMBUS INC | $4,243.31万 | 1.34% | 493,236 | -133,749 | -21.3% | -$1,150.64万 | 减仓 |
| AX | AXOS FINANCIAL INC | $4,222.44万 | 1.34% | 496,232 | -25,147 | -4.8% | -$213.98万 | 减仓 |
| EYE | NATIONAL VISION HOLDINGS | $3,891.85万 | 1.23% | 1,502,644 | -62,311 | -4.0% | -$161.39万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $3,827.07万 | 1.21% | 515,361 | -20,403 | -3.8% | -$151.51万 | 减仓 |
| KLIC | KULICKE AND SOFFA INDUSTRIES | $3,739.44万 | 1.18% | 568,996 | 29,882 | 5.5% | $196.38万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $3,670.21万 | 1.16% | 433,882 | -236,695 | -35.3% | -$2,002.20万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $3,669.92万 | 1.16% | 397,263 | 30,129 | 8.2% | $278.33万 | 加仓 |
| PLMR | PALOMAR HOLDINGS INC | $3,565.39万 | 1.13% | 298,359 | -3,605 | -1.2% | -$43.08万 | 减仓 |
| SMTC | SEMTECH CORP | $3,514.01万 | 1.11% | 457,018 | -13,733 | -2.9% | -$105.59万 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $3,494.03万 | 1.11% | 304,916 | 100,866 | 49.4% | $1,155.82万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $3,422.36万 | 1.08% | 1,573,500 | -32,549 | -2.0% | -$70.79万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $3,407.69万 | 1.08% | 342,791 | -8,558 | -2.4% | -$85.08万 | 减仓 |
| PLXS | PLEXUS CORP | $3,372.94万 | 1.07% | 166,532 | 166,532 | — | $3,372.94万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRASTRUCTURE INC | $3,360.58万 | 1.06% | 594,687 | -32,005 | -5.1% | -$180.86万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $3,292.59万 | 1.04% | 179,874 | -31,657 | -15.0% | -$579.48万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $3,251.48万 | 1.03% | 79,836 | -2,189 | -2.7% | -$89.15万 | 减仓 |
| IMAX | IMAX CORP | $3,227.61万 | 1.02% | 849,148 | -4,674 | -0.5% | -$17.77万 | 减仓 |
| OLLI | OLLIE'S BARGAIN OUTLET HOLDINGS | $3,194.94万 | 1.01% | 347,125 | 48,543 | 16.3% | $446.79万 | 加仓 |
| IDCC | INTERDIGITAL INC PA COM | $3,142.76万 | 0.99% | 104,065 | 48,215 | 86.3% | $1,456.09万 | 加仓 |
| MC | MOELIS & CO | $3,124.04万 | 0.99% | 548,077 | -67,517 | -11.0% | -$384.85万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $3,116.14万 | 0.99% | 523,017 | 64,492 | 14.1% | $384.24万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS | $3,093.81万 | 0.98% | 613,365 | -22,744 | -3.6% | -$114.72万 | 减仓 |
| BOOT | BOOT BARN HOLDINGS INC | $3,050.51万 | 0.97% | 208,425 | 26,737 | 14.7% | $391.32万 | 加仓 |
| UMBF | UMB FINANCIAL CORP | $3,016.43万 | 0.95% | 267,438 | -7,858 | -2.9% | -$88.63万 | 减仓 |
| ATRO | ASTRONICS CORP | $2,997.02万 | 0.95% | 449,126 | 206,399 | 85.0% | $1,377.30万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $2,944.12万 | 0.93% | 147,250 | -5,537 | -3.6% | -$110.71万 | 减仓 |
| ARLO | ARLO TECHNOLOGIES | $2,872.94万 | 0.91% | 2,018,929 | -40,935 | -2.0% | -$58.25万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $2,839.18万 | 0.90% | 394,604 | 10,262 | 2.7% | $73.84万 | 加仓 |
| FRPT | FRESHPET INC | $2,834.22万 | 0.90% | 480,703 | 63,303 | 15.2% | $373.23万 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $2,815.74万 | 0.89% | 860,819 | -82,553 | -8.8% | -$270.03万 | 减仓 |
| PIPR | PIPER SANDLER CO | $2,760.22万 | 0.87% | 360,578 | 278,171 | 337.6% | $2,129.40万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INSURANCE | $2,742.70万 | 0.87% | 627,908 | -29,760 | -4.5% | -$129.99万 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO | $2,739.42万 | 0.87% | 338,033 | -11,912 | -3.4% | -$96.53万 | 减仓 |
| TBBK | THE BANCORP INC | $2,639.97万 | 0.84% | 491,340 | -103,343 | -17.4% | -$555.26万 | 减仓 |
| ATI | ATI Inc | $2,639.88万 | 0.84% | 181,485 | -126,067 | -41.0% | -$1,833.77万 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES | $2,621.50万 | 0.83% | 4,333,055 | 161,812 | 3.9% | $97.90万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $2,568.35万 | 0.81% | 1,381,574 | 244,428 | 21.5% | $454.39万 | 加仓 |
| AMSC | AMERICAN SEMICONDUCTOR CORP | $2,563.81万 | 0.81% | 757,404 | -164 | -0.0% | -$5,551 | 减仓 |
| — | KALVISTA PHARMACEUTICALS INC | $2,544.48万 | 0.81% | 1,264,023 | -76,472 | -5.7% | -$153.94万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $2,447.67万 | 0.77% | 62,100 | -30,348 | -32.8% | -$1,196.17万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $2,428.50万 | 0.77% | 118,423 | -4,190 | -3.4% | -$85.92万 | 减仓 |
| COHU | COHU INC | $2,388.66万 | 0.76% | 780,099 | 780,099 | — | $2,388.66万 | 新建仓 |
| CUBI | CUSTOMERS BANCORP INC | $2,382.21万 | 0.75% | 343,209 | 12,899 | 3.9% | $89.53万 | 加仓 |
| SYNA | SYNAPTICS INC | $2,310.73万 | 0.73% | 329,916 | -9,197 | -2.7% | -$64.42万 | 减仓 |
| AGYS | AGILYSYS INC | $2,301.46万 | 0.73% | 323,511 | -4,920 | -1.5% | -$35.00万 | 减仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROUP | $2,294.44万 | 0.73% | 578,600 | 65,245 | 12.7% | $258.73万 | 加仓 |
| SITM | SITIME CORPORATION | $2,271.09万 | 0.72% | 65,762 | -22,570 | -25.6% | -$779.45万 | 减仓 |
| TTI | TETRA TECHNOLOGIES | $2,267.62万 | 0.72% | 2,661,527 | -193,775 | -6.8% | -$165.10万 | 减仓 |
| TRVI | TREVI THERAPEUTICS | $2,194.60万 | 0.69% | 1,839,566 | -52,710 | -2.8% | -$62.88万 | 减仓 |
| RDNT | RADNET INC | $2,133.68万 | 0.68% | 381,764 | -12,951 | -3.3% | -$72.38万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $2,030.80万 | 0.64% | 884,878 | -28,054 | -3.1% | -$64.38万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC | $2,013.10万 | 0.64% | 161,500 | 161,500 | — | $2,013.10万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1,971.07万 | 0.62% | 37,654 | -1,259 | -3.2% | -$65.90万 | 减仓 |
| ATEC | ALPHATEC HOLDINGS INC | $1,966.35万 | 0.62% | 1,807,307 | 169,578 | 10.4% | $184.50万 | 加仓 |
| COMP | COMPASS INC | $1,943.34万 | 0.61% | 2,658,466 | 918,955 | 52.8% | $671.76万 | 加仓 |
| FIVE | FIVE BELOW | $1,904.40万 | 0.60% | 83,351 | -2,260 | -2.6% | -$51.64万 | 减仓 |
| BLLN | BILLIONTOONE INC | $1,891.10万 | 0.60% | 239,562 | 50,613 | 26.8% | $399.54万 | 加仓 |
| VRNS | VARONIS SYSTEMS INC | $1,865.79万 | 0.59% | 869,021 | -38,743 | -4.3% | -$83.18万 | 减仓 |
| PI | IMPINJ INC | $1,865.19万 | 0.59% | 181,615 | 22,813 | 14.4% | $234.29万 | 加仓 |
| BJRI | BJ'S RESTAURANT INC | $1,863.81万 | 0.59% | 530,999 | -20,623 | -3.7% | -$72.39万 | 减仓 |
| PWP | PERELLA WEINBERG PARTNERS | $1,852.08万 | 0.59% | 1,019,869 | 31,163 | 3.2% | $56.59万 | 加仓 |
| SVRA | SAVARA INC | $1,840.72万 | 0.58% | 3,371,285 | -124,211 | -3.6% | -$67.82万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC | $1,818.82万 | 0.58% | 107,610 | -472 | -0.4% | -$7.98万 | 减仓 |
| LTH | LIFETIME GROUP HOLDINGS INC | $1,768.63万 | 0.56% | 656,508 | -26,437 | -3.9% | -$71.22万 | 减仓 |
| CCB | COASTAL FINANCIAL CORP | $1,683.19万 | 0.53% | 221,182 | 68,427 | 44.8% | $520.73万 | 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 |
| CVLT | COMMVAULT SYSTEMS INC | $1,535.53万 | 0.49% | 197,141 | 25,256 | 14.7% | $196.72万 | 加仓 |
| SBCF | SEACOAST BANKING CORPORATION OF FLORIDA | $1,527.72万 | 0.48% | 504,363 | 312,712 | 163.2% | $947.20万 | 加仓 |
| QTWO | Q2 HOLDINGS INC | $1,516.34万 | 0.48% | 320,580 | -101,090 | -24.0% | -$478.16万 | 减仓 |
| TREE | LENDINGTREE INC | $1,456.50万 | 0.46% | 339,669 | -22,276 | -6.2% | -$95.52万 | 减仓 |
| FA | FIRST ADVANTAGE CORP | $1,349.89万 | 0.43% | 1,147,865 | -162,068 | -12.4% | -$190.59万 | 减仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $1,331.90万 | 0.42% | 402,752 | -226,592 | -36.0% | -$749.34万 | 减仓 |
| HAPN | LENDINGCLUB CORP | $1,328.32万 | 0.42% | 927,596 | 149,388 | 19.2% | $213.92万 | 加仓 |
| CYTK | CYTOKENETICS INC | $1,310.36万 | 0.41% | 198,811 | 198,811 | — | $1,310.36万 | 新建仓 |
| IONQ | IONQ INC | $1,290.80万 | 0.41% | 447,729 | -4,945 | -1.1% | -$14.26万 | 减仓 |
| ARHS | ARHAUS INC | $1,245.30万 | 0.39% | 1,836,724 | -9,825 | -0.5% | -$6.66万 | 减仓 |
| DIOD | DIODES INCORPORATED | $1,235.87万 | 0.39% | 181,053 | 181,053 | — | $1,235.87万 | 新建仓 |
| TRIN | TRINITY CAPITAL INC | $1,127.07万 | 0.36% | 766,190 | -43,620 | -5.4% | -$64.17万 | 减仓 |
| AVAH | AVEANNA HEALTHCARE HOLDINGS | $1,088.65万 | 0.34% | 1,690,457 | -58,268 | -3.3% | -$37.52万 | 减仓 |
| HNGE | HINGE HEALTH INC | $1,075.40万 | 0.34% | 278,890 | 278,890 | — | $1,075.40万 | 新建仓 |
| EVER | EVERQUOTE INC | $1,065.93万 | 0.34% | 691,266 | -29,420 | -4.1% | -$45.37万 | 减仓 |
| EE | EXCELERATE ENERGY INC | $1,054.95万 | 0.33% | 315,665 | -2,353 | -0.7% | -$7.86万 | 减仓 |
| VC | VISTEON CORP | $1,006.78万 | 0.32% | 110,502 | -6,268 | -5.4% | -$57.11万 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $1,003.93万 | 0.32% | 686,216 | 686,216 | — | $1,003.93万 | 新建仓 |