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 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | $154.97万 | 0.10% | 63,124 | 29,466 | 87.5% | $72.34万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $154.08万 | 0.10% | 9,878 | 4,694 | 90.5% | $73.22万 | 加仓 |
| MO | ALTRIA GROUP INC | $150.90万 | 0.10% | 20,972 | 9,859 | 88.7% | $70.94万 | 加仓 |
| IJR | ISHARES TR | $148.56万 | 0.10% | 10,017 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $142.15万 | 0.09% | 63,573 | 30,003 | 89.4% | $67.09万 | 加仓 |
| BLK | BLACKROCK INC | $135.87万 | 0.09% | 1,413 | 661 | 87.9% | $63.56万 | 加仓 |
| IVZ | INVESCO LTD | $135.71万 | 0.09% | 51,425 | 24,432 | 90.5% | $64.48万 | 加仓 |
| GSK | GSK PLC | $135.12万 | 0.09% | 25,777 | 11,958 | 86.5% | $62.68万 | 加仓 |
| CCI | CROWN CASTLE INC | $128.99万 | 0.09% | 17,034 | 8,049 | 89.6% | $60.95万 | 加仓 |
| TMUS | T-MOBILE US INC | $128.20万 | 0.09% | 7,643 | 3,632 | 90.6% | $60.92万 | 加仓 |
| IBND | SPDR SERIES TRUST | $125.90万 | 0.08% | 40,366 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $123.76万 | 0.08% | 14,985 | 7,179 | 92.0% | $59.29万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $111.90万 | 0.07% | 1,144 | 55 | 5.1% | $5.38万 | 加仓 |
| REG | REGENCY CTRS CORP | $111.78万 | 0.07% | 14,018 | 7,232 | 106.6% | $57.67万 | 加仓 |
| NRG | NRG ENERGY INC | $111.78万 | 0.07% | 7,653 | 3,563 | 87.1% | $52.04万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $108.38万 | 0.07% | 11,239 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $99.49万 | 0.07% | 4,505 | 2,141 | 90.6% | $47.28万 | 加仓 |
| FN | FABRINET | $97.41万 | 0.06% | 1,733 | -8,974 | -83.8% | -$504.41万 | 减仓 |
| — | RBB FD INC | $91.78万 | 0.06% | 17,886 | 1,459 | 8.9% | $7.49万 | 加仓 |
| TBIL | RBB FD INC | $90.94万 | 0.06% | 18,241 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $88.80万 | 0.06% | 2,254 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $88.06万 | 0.06% | 4,468 | 1,537 | 52.4% | $30.29万 | 加仓 |
| DOW | DOW HLDGS INC | $85.36万 | 0.06% | 31,198 | 31,198 | — | $85.36万 | 新建仓 |
| RAVI | FLEXSHARES TR | $84.57万 | 0.06% | 11,216 | 1,100 | 10.9% | $8.29万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $84.56万 | 0.06% | 14,531 | 2,513 | 20.9% | $14.62万 | 加仓 |
| IGSB | ISHARES TR | $76.26万 | 0.05% | 14,550 | 1,449 | 11.1% | $7.59万 | 加仓 |
| FIX | COMFORT SYS USA INC | $70.36万 | 0.05% | 355 | -22 | -5.8% | -$4.36万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $67.62万 | 0.04% | 6,160 | 855 | 16.1% | $9.39万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $67.46万 | 0.04% | 23,586 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $63.60万 | 0.04% | 2,135 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $62.50万 | 0.04% | 11,757 | 2,330 | 24.7% | $12.39万 | 加仓 |
| APG | API GROUP CORP | $57.43万 | 0.04% | 13,560 | 4,019 | 42.1% | $17.02万 | 加仓 |
| QDF | FLEXSHARES TR | $55.53万 | 0.04% | 6,185 | 0 | 0.0% | — | 不变 |
| TILT | FLEXSHARES TR | $55.26万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $48.03万 | 0.03% | 2,386 | 707 | 42.1% | $14.23万 | 加仓 |
| PGNY | PROGYNY INC | $47.49万 | 0.03% | 16,471 | 1,566 | 10.5% | $4.51万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $44.96万 | 0.03% | 602 | -2,201 | -78.5% | -$164.36万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $43.73万 | 0.03% | 4,070 | 1,206 | 42.1% | $12.96万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $43.73万 | 0.03% | 4,377 | 1,297 | 42.1% | $12.96万 | 加仓 |
| IGF | ISHARES TR | $42.86万 | 0.03% | 6,435 | 369 | 6.1% | $2.46万 | 加仓 |
| — | RBB FD INC | $41.66万 | 0.03% | 8,635 | 8,635 | — | $41.66万 | 新建仓 |
| IJH | ISHARES TR | $41.52万 | 0.03% | 5,385 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $40.62万 | 0.03% | 2,102 | 2,102 | — | $40.62万 | 新建仓 |
| KLAC | KLA CORP | $38.32万 | 0.03% | 1,270 | 1,270 | — | $38.32万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $36.19万 | 0.02% | 527 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $35.17万 | 0.02% | 5,049 | 325 | 6.9% | $2.26万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $34.62万 | 0.02% | 10,182 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $34.34万 | 0.02% | 3,148 | 844 | 36.6% | $9.21万 | 加仓 |
| AVNT | AVIENT CORPORATION | $34.05万 | 0.02% | 9,212 | 1,406 | 18.0% | $5.20万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $33.93万 | 0.02% | 1,496 | 1,496 | — | $33.93万 | 新建仓 |
| UNM | UNUM GROUP | $33.49万 | 0.02% | 3,746 | 3,746 | — | $33.49万 | 新建仓 |
| P | EVERPURE INC | $33.35万 | 0.02% | 4,233 | 4,233 | — | $33.35万 | 新建仓 |
| GUNR | FLEXSHARES TR | $31.25万 | 0.02% | 6,337 | 458 | 7.8% | $2.26万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $29.92万 | 0.02% | 6,266 | 6,266 | — | $29.92万 | 新建仓 |
| USHY | ISHARES TR | $29.90万 | 0.02% | 8,078 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION | $26.67万 | 0.02% | 2,704 | 2,704 | — | $26.67万 | 新建仓 |
| DSP | VIANT TECHNOLOGY INC | $26.27万 | 0.02% | 20,748 | 1,908 | 10.1% | $2.42万 | 加仓 |
| — | RBB FD INC | $24.55万 | 0.02% | 4,874 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $23.70万 | 0.02% | 1,510 | 1,510 | — | $23.70万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $23.19万 | 0.02% | 983 | 983 | — | $23.19万 | 新建仓 |
| RWR | SPDR SERIES TRUST | $22.27万 | 0.01% | 1,973 | 1,973 | — | $22.27万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $20.96万 | 0.01% | 3,129 | 3,129 | — | $20.96万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $20.85万 | 0.01% | 5,346 | 5,346 | — | $20.85万 | 新建仓 |
| SON | SONOCO PRODS CO | $20.68万 | 0.01% | 3,670 | 3,670 | — | $20.68万 | 新建仓 |
| O | REALTY INCOME CORP | $20.49万 | 0.01% | 3,307 | 3,307 | — | $20.49万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $20.47万 | 0.01% | 2,811 | 2,811 | — | $20.47万 | 新建仓 |
| — | EXXON MOBIL CORP | $20.21万 | 0.01% | 1,478 | 1,478 | — | $20.21万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $20.12万 | 0.01% | 395 | 395 | — | $20.12万 | 新建仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -191,761 | -100.0% | -$732.53万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -90,136 | -100.0% | -$463.21万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -5,388 | -100.0% | -$416.30万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -8,012 | -100.0% | -$357.77万 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -82,794 | -100.0% | -$293.67万 | 清仓 |
| MMSI | MERIT MED SYS INC | $0 | 0.00% | 0 | -42,464 | -100.0% | -$292.70万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -42,480 | -100.0% | -$266.56万 | 清仓 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -28,064 | -100.0% | -$224.65万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -4,625 | -100.0% | -$224.27万 | 清仓 |
| MZTI | MARZETTI COMPANY | $0 | 0.00% | 0 | -14,107 | -100.0% | -$195.14万 | 清仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $0 | 0.00% | 0 | -49,764 | -100.0% | -$181.49万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -4,236 | -100.0% | -$168.59万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -6,178 | -100.0% | -$113.09万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -16,472 | -100.0% | -$101.83万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -21,738 | -100.0% | -$77.60万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -4,099 | -100.0% | -$40.74万 | 清仓 |
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -4,716 | -100.0% | -$32.74万 | 清仓 |
| HRI | HERC HLDGS INC | $0 | 0.00% | 0 | -2,660 | -100.0% | -$26.48万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,090 | -100.0% | -$23.21万 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | -647 | -100.0% | -$22.73万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -3,287 | -100.0% | -$20.92万 | 清仓 |
| RCAT | RED CAT HLDGS INC | $0 | 0.00% | 0 | -14,777 | -100.0% | -$19.34万 | 清仓 |