Emerald Investment Advisers, LLC
LEOLA PA · SEC CIK 0002127823
$15.03亿2026Q2 申报市值
268持仓数
23.8%前十大占比 · 第一大 4.6%
39 / 22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
MU 新建仓+$850.60万
ADI 新建仓+$717.21万
UCTT 新建仓+$710.88万
DELL 新建仓+$666.78万
MSFT 加仓+$658.53万
2026Q2 卖出最多 按季末市值估算
ALAB 减仓-$1,488.86万
STRL 减仓-$810.57万
PPL 清仓-$732.53万
LRCX 减仓-$619.92万
SITM 减仓-$566.40万
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 |
|---|---|---|---|---|---|---|---|---|
| HON | HONEYWELL INTL INC | $184.87万 | 0.12% | 8,257 | -1,676 | -16.9% | -$37.53万 | 减仓 |
| SBUX | STARBUCKS CORP | $190.30万 | 0.13% | 18,622 | 9,503 | 104.2% | $97.11万 | 加仓 |
| FE | FIRSTENERGY CORP | $195.28万 | 0.13% | 41,077 | 21,522 | 110.1% | $102.32万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $196.37万 | 0.13% | 8,658 | 4,075 | 88.9% | $92.43万 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW | $201.60万 | 0.13% | 81,190 | 38,709 | 91.1% | $96.11万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $202.29万 | 0.13% | 30,456 | 5,414 | 21.6% | $35.96万 | 加仓 |
| SHEL | SHELL PLC | $205.56万 | 0.14% | 26,510 | 12,599 | 90.6% | $97.69万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $205.71万 | 0.14% | 4,039 | 1,901 | 88.9% | $96.82万 | 加仓 |
| FDX | FEDEX CORP | $212.21万 | 0.14% | 6,777 | 3,152 | 87.0% | $98.70万 | 加仓 |
| NTAP | NETAPP INC | $212.69万 | 0.14% | 13,743 | 13,743 | — | $212.69万 | 新建仓 |
| KOD | KODIAK SCIENCES INC | $216.74万 | 0.14% | 55,631 | 55,631 | — | $216.74万 | 新建仓 |
| TGT | TARGET CORP | $220.30万 | 0.15% | 16,867 | 8,315 | 97.2% | $108.60万 | 加仓 |
| SNA | SNAP ON INC | $220.76万 | 0.15% | 5,486 | 2,578 | 88.7% | $103.74万 | 加仓 |
| ATRC | ATRICURE INC | $221.33万 | 0.15% | 79,102 | 7,610 | 10.6% | $21.29万 | 加仓 |
| NKE | NIKE INC | $226.06万 | 0.15% | 55,068 | 24,525 | 80.3% | $100.68万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $232.76万 | 0.15% | 49,241 | 1,927 | 4.1% | $9.11万 | 加仓 |
| IRM | IRON MTN INC DEL | $234.12万 | 0.16% | 18,535 | 8,717 | 88.8% | $110.11万 | 加仓 |
| VLO | VALERO ENERGY CORP | $234.56万 | 0.16% | 9,006 | 4,224 | 88.3% | $110.01万 | 加仓 |
| LIN | LINDE PLC | $236.79万 | 0.16% | 4,563 | 2,194 | 92.6% | $113.86万 | 加仓 |
| NEM | NEWMONT CORP | $240.13万 | 0.16% | 25,710 | 1,950 | 8.2% | $18.21万 | 加仓 |
| MCD | MCDONALDS CORP | $245.68万 | 0.16% | 9,089 | 75 | 0.8% | $2.03万 | 加仓 |
| WFC | WELLS FARGO & CO | $256.20万 | 0.17% | 31,002 | 14,740 | 90.6% | $121.81万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $257.54万 | 0.17% | 9,579 | 9,579 | — | $257.54万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $257.92万 | 0.17% | 26,459 | 26,459 | — | $257.92万 | 新建仓 |
| IONQ | IONQ INC | $264.63万 | 0.18% | 49,686 | 6,722 | 15.6% | $35.80万 | 加仓 |
| ALLY | ALLY FINL INC | $269.82万 | 0.18% | 58,721 | 26,244 | 80.8% | $120.59万 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $274.69万 | 0.18% | 31,552 | 1,236 | 4.1% | $10.76万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $284.67万 | 0.19% | 12,406 | -197 | -1.6% | -$4.52万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $284.79万 | 0.19% | 37,044 | 2,523 | 7.3% | $19.40万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $299.31万 | 0.20% | 53,929 | 53,929 | — | $299.31万 | 新建仓 |
| XBIL | RBB FD INC | $303.37万 | 0.20% | 60,674 | 50,475 | 494.9% | $252.38万 | 加仓 |
| HURN | HURON CONSULTING GROUP INC | $306.91万 | 0.20% | 34,041 | -2,006 | -5.6% | -$18.09万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $308.49万 | 0.21% | 41,286 | 1,609 | 4.1% | $12.02万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $318.75万 | 0.21% | 57,062 | 57,062 | — | $318.75万 | 新建仓 |
| LMB | LIMBACH HLDGS INC | $319.59万 | 0.21% | 41,505 | 1,841 | 4.6% | $14.18万 | 加仓 |
| WM | WASTE MGMT INC DEL | $320.08万 | 0.21% | 14,361 | 1,042 | 7.8% | $23.22万 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $321.22万 | 0.21% | 62,996 | 55,475 | 737.6% | $282.87万 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $326.44万 | 0.22% | 90,078 | 3,510 | 4.1% | $12.72万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $328.56万 | 0.22% | 109,593 | 109,593 | — | $328.56万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $328.84万 | 0.22% | 15,182 | 1,240 | 8.9% | $26.86万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $330.21万 | 0.22% | 86,760 | 29,922 | 52.6% | $113.88万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $331.19万 | 0.22% | 4,167 | -64 | -1.5% | -$5.09万 | 减仓 |
| SAIA | SAIA INC | $331.75万 | 0.22% | 7,877 | 573 | 7.8% | $24.13万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $333.33万 | 0.22% | 131,752 | 21,713 | 19.7% | $54.93万 | 加仓 |
| ORCL | ORACLE CORP | $338.97万 | 0.23% | 23,130 | 9,317 | 67.5% | $136.54万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $342.74万 | 0.23% | 31,883 | -504 | -1.6% | -$5.42万 | 减仓 |
| MET | METLIFE INC | $346.20万 | 0.23% | 40,917 | 19,260 | 88.9% | $162.96万 | 加仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $347.13万 | 0.23% | 67,208 | 2,529 | 3.9% | $13.06万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $348.97万 | 0.23% | 36,366 | 1,398 | 4.0% | $13.42万 | 加仓 |
| IVV | ISHARES TR | $350.26万 | 0.23% | 4,677 | 2,476 | 112.5% | $185.43万 | 加仓 |
| CAT | CATERPILLAR INC | $350.67万 | 0.23% | 3,293 | 938 | 39.8% | $99.89万 | 加仓 |
| QCOM | QUALCOMM INC | $350.96万 | 0.23% | 18,992 | 10,440 | 122.1% | $192.92万 | 加仓 |
| MRK | MERCK & CO INC | $354.56万 | 0.24% | 27,592 | 788 | 2.9% | $10.13万 | 加仓 |
| RMBS | RAMBUS INC DEL | $356.38万 | 0.24% | 26,848 | -1,242 | -4.4% | -$16.49万 | 减仓 |
| EVR | EVERCORE INC | $359.74万 | 0.24% | 10,536 | 837 | 8.6% | $28.58万 | 加仓 |
| TXN | TEXAS INSTRS INC | $362.64万 | 0.24% | 12,166 | 5,732 | 89.1% | $170.86万 | 加仓 |
| ENS | ENERSYS | $363.19万 | 0.24% | 15,533 | 15,533 | — | $363.19万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $365.82万 | 0.24% | 28,900 | 2,971 | 11.5% | $37.61万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $368.64万 | 0.25% | 15,191 | 1,137 | 8.1% | $27.59万 | 加仓 |
| ICUI | ICU MED INC | $371.10万 | 0.25% | 25,314 | 1,440 | 6.0% | $21.11万 | 加仓 |
| BAC | BANK AMERICA CORP | $374.78万 | 0.25% | 65,774 | 31,105 | 89.7% | $177.24万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $376.05万 | 0.25% | 59,747 | 19,851 | 49.8% | $124.94万 | 加仓 |
| ONON | ON HLDG AG | $377.40万 | 0.25% | 106,550 | 27,528 | 34.8% | $97.50万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $385.63万 | 0.26% | 76,681 | 4,811 | 6.7% | $24.19万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $386.73万 | 0.26% | 47,451 | 44,964 | 1,808.0% | $366.46万 | 加仓 |
| INTC | INTEL CORP | $387.70万 | 0.26% | 27,766 | 27,766 | — | $387.70万 | 新建仓 |
| ITGR | INTEGER HLDGS CORP | $389.56万 | 0.26% | 41,686 | 4,553 | 12.3% | $42.55万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $391.40万 | 0.26% | 23,040 | 1,087 | 5.0% | $18.47万 | 加仓 |
| MTDR | MATADOR RES CO | $405.30万 | 0.27% | 81,418 | -17,045 | -17.3% | -$84.85万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $407.63万 | 0.27% | 34,939 | 8,345 | 31.4% | $97.36万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $415.90万 | 0.28% | 46,941 | 46,941 | — | $415.90万 | 新建仓 |
| PATK | PATRICK INDS INC | $416.38万 | 0.28% | 46,378 | 3,038 | 7.0% | $27.28万 | 加仓 |
| — | RBB FD INC | $417.56万 | 0.28% | 83,696 | 27,753 | 49.6% | $138.46万 | 加仓 |
| VVV | VALVOLINE INC | $424.35万 | 0.28% | 107,321 | 37,829 | 54.4% | $149.58万 | 加仓 |
| DIS | DISNEY WALT CO | $428.98万 | 0.29% | 44,569 | 3,218 | 7.8% | $30.97万 | 加仓 |
| SN | SHARKNINJA INC | $431.24万 | 0.29% | 28,321 | 1,802 | 6.8% | $27.44万 | 加仓 |
| KAI | KADANT INC | $432.89万 | 0.29% | 13,776 | 529 | 4.0% | $16.62万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $434.35万 | 0.29% | 10,922 | 1,015 | 10.2% | $40.36万 | 加仓 |
| VMC | VULCAN MATLS CO | $435.35万 | 0.29% | 14,757 | 1,062 | 7.8% | $31.33万 | 加仓 |
| IAU | ISHARES GOLD TR | $444.15万 | 0.30% | 58,820 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP | $451.59万 | 0.30% | 176,541 | -26,983 | -13.3% | -$69.02万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $454.08万 | 0.30% | 160,000 | 8,501 | 5.6% | $24.13万 | 加仓 |
| KWR | QUAKER HOUGHTON | $455.48万 | 0.30% | 28,670 | 10,806 | 60.5% | $171.67万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $463.30万 | 0.31% | 77,618 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $473.25万 | 0.31% | 111,773 | 26,728 | 31.4% | $113.17万 | 加仓 |
| OGE | OGE ENERGY CORP | $475.13万 | 0.32% | 97,643 | 97,643 | — | $475.13万 | 新建仓 |
| PFE | PFIZER INC | $478.91万 | 0.32% | 198,881 | -15,776 | -7.3% | -$37.99万 | 减仓 |
| PJT | PJT PARTNERS INC | $481.66万 | 0.32% | 31,911 | 1,398 | 4.6% | $21.10万 | 加仓 |
| TOL | TOLL BROTHERS INC | $482.22万 | 0.32% | 29,270 | 2,104 | 7.7% | $34.66万 | 加仓 |
| NFLX | NETFLIX INC. | $485.68万 | 0.32% | 68,023 | -35,313 | -34.2% | -$252.13万 | 减仓 |
| NMIH | NMI HLDGS INC | $492.02万 | 0.33% | 119,741 | 4,608 | 4.0% | $18.93万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $502.55万 | 0.33% | 9,275 | 9,275 | — | $502.55万 | 新建仓 |
| MXL | MAXLINEAR INC | $512.63万 | 0.34% | 40,040 | 40,040 | — | $512.63万 | 新建仓 |
| ALAB | ASTERA LABS INC | $513.84万 | 0.34% | 10,638 | -30,824 | -74.3% | -$1,488.86万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $514.15万 | 0.34% | 64,237 | 27,790 | 76.2% | $222.43万 | 加仓 |
| PKG | PACKAGING CORP AMER | $518.00万 | 0.34% | 21,739 | 1,949 | 9.8% | $46.44万 | 加仓 |
| KNF | KNIFE RIVER CORP | $532.00万 | 0.35% | 63,598 | 4,141 | 7.0% | $34.64万 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $533.92万 | 0.36% | 115,045 | 45,294 | 64.9% | $210.21万 | 加仓 |
| VSEC | VSE CORP | $547.37万 | 0.36% | 23,955 | 4,954 | 26.1% | $113.20万 | 加仓 |
| CVX | CHEVRON CORPORATION | $550.76万 | 0.37% | 33,226 | 8,567 | 34.7% | $142.01万 | 加仓 |