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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $6,878.25万 | 4.58% | 343,758 | 27,907 | 8.8% | $558.39万 | 加仓 |
| AAPL | APPLE INC | $5,861.57万 | 3.90% | 202,570 | 6,905 | 3.5% | $199.80万 | 加仓 |
| GOOGL | ALPHABET INC | $4,878.67万 | 3.25% | 136,516 | 13,988 | 11.4% | $499.89万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,260.11万 | 2.83% | 114,206 | 17,654 | 18.3% | $658.53万 | 加仓 |
| AVGO | BROADCOM INC | $3,044.93万 | 2.03% | 80,607 | 8,231 | 11.4% | $310.93万 | 加仓 |
| AMZN | AMAZON COM INC | $3,029.61万 | 2.02% | 127,113 | 8,521 | 7.2% | $203.09万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,022.55万 | 1.35% | 61,789 | 4,191 | 7.3% | $137.18万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,997.81万 | 1.33% | 34,391 | -5,733 | -14.3% | -$333.04万 | 减仓 |
| META | META PLATFORMS INC | $1,865.84万 | 1.24% | 33,124 | 2,495 | 8.1% | $140.54万 | 加仓 |
| CSCO | CISCO SYS INC | $1,863.75万 | 1.24% | 158,671 | 2,887 | 1.9% | $33.91万 | 加仓 |
| LLY | ELI LILLY & CO | $1,688.92万 | 1.12% | 14,081 | 1,163 | 9.0% | $139.49万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,678.03万 | 1.12% | 38,724 | -14,306 | -27.0% | -$619.92万 | 减仓 |
| EFA | ISHARES TR | $1,602.48万 | 1.07% | 154,263 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1,572.84万 | 1.05% | 75,241 | 11,926 | 18.8% | $249.30万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $1,483.13万 | 0.99% | 46,921 | 2,695 | 6.1% | $85.19万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,326.95万 | 0.88% | 47,187 | 8,815 | 23.0% | $247.89万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,320.77万 | 0.88% | 38,730 | 2,468 | 6.8% | $84.16万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $1,317.04万 | 0.88% | 81,946 | 5,414 | 7.1% | $87.01万 | 加仓 |
| RTX | RTX CORPORATION | $1,295.69万 | 0.86% | 68,291 | 12,437 | 22.3% | $235.97万 | 加仓 |
| URI | UNITED RENTALS INC | $1,294.33万 | 0.86% | 11,425 | 3,011 | 35.8% | $341.11万 | 加仓 |
| ETR | ENTERGY CORP NEW | $1,258.20万 | 0.84% | 109,542 | 39,219 | 55.8% | $450.47万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,250.64万 | 0.83% | 30,090 | 4,439 | 17.3% | $184.50万 | 加仓 |
| TSLA | TESLA INC | $1,242.83万 | 0.83% | 29,549 | 7,167 | 32.0% | $301.44万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $1,228.26万 | 0.82% | 35,089 | 1,994 | 6.0% | $69.80万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,218.28万 | 0.81% | 49,479 | 20,811 | 72.6% | $512.41万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $1,214.72万 | 0.81% | 36,442 | -11,617 | -24.2% | -$387.23万 | 减仓 |
| SITM | SITIME CORP | $1,182.91万 | 0.79% | 15,866 | -7,597 | -32.4% | -$566.40万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,157.18万 | 0.77% | 34,221 | -2,881 | -7.8% | -$97.42万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,156.74万 | 0.77% | 16,065 | 1,109 | 7.4% | $79.85万 | 加仓 |
| ABBV | ABBVIE INC | $1,154.76万 | 0.77% | 45,889 | 8,188 | 21.7% | $206.04万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,137.94万 | 0.76% | 17,816 | 6,277 | 54.4% | $400.92万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1,116.63万 | 0.74% | 41,060 | 1,846 | 4.7% | $50.20万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1,109.46万 | 0.74% | 29,168 | -1,547 | -5.0% | -$58.84万 | 减仓 |
| NPO | ENPRO INC | $1,091.33万 | 0.73% | 28,953 | -1,360 | -4.5% | -$51.26万 | 减仓 |
| MTRN | MATERION CORP | $1,084.88万 | 0.72% | 36,480 | 1,667 | 4.8% | $49.57万 | 加仓 |
| HD | HOME DEPOT INC | $1,074.44万 | 0.71% | 30,465 | 1,921 | 6.7% | $67.75万 | 加仓 |
| V | VISA INC | $1,051.06万 | 0.70% | 30,635 | 2,271 | 8.0% | $77.92万 | 加仓 |
| MPC | MARATHON PETE CORP | $1,013.35万 | 0.67% | 39,635 | 3,084 | 8.4% | $78.85万 | 加仓 |
| ENVA | ENOVA INTL INC | $1,007.65万 | 0.67% | 41,858 | 2,243 | 5.7% | $54.00万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $940.50万 | 0.63% | 11,205 | -9,657 | -46.3% | -$810.57万 | 减仓 |
| ETN | EATON CORP PLC | $935.89万 | 0.62% | 21,963 | -145 | -0.7% | -$6.18万 | 减仓 |
| KO | COCA COLA CO | $913.82万 | 0.61% | 112,442 | 6,838 | 6.5% | $55.57万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $908.57万 | 0.60% | 27,136 | 2,527 | 10.3% | $84.61万 | 加仓 |
| MOD | MODINE MFG CO | $882.07万 | 0.59% | 33,034 | -12,981 | -28.2% | -$346.62万 | 减仓 |
| BELFB | BEL FUSE INC | $859.88万 | 0.57% | 25,819 | 6,722 | 35.2% | $223.87万 | 加仓 |
| MDT | MEDTRONIC PLC | $857.80万 | 0.57% | 109,651 | 42,769 | 63.9% | $334.58万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $853.02万 | 0.57% | 42,118 | 3,529 | 9.1% | $71.47万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $850.60万 | 0.57% | 7,369 | 7,369 | — | $850.60万 | 新建仓 |
| IESC | IES HOLDINGS INC | $846.18万 | 0.56% | 11,518 | -3,828 | -24.9% | -$281.23万 | 减仓 |
| C | CITIGROUP INC | $846.06万 | 0.56% | 60,450 | 4,540 | 8.1% | $63.54万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $842.27万 | 0.56% | 63,558 | 9,791 | 18.2% | $129.75万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $827.66万 | 0.55% | 64,414 | 11,425 | 21.6% | $146.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $826.17万 | 0.55% | 32,530 | 7,121 | 28.0% | $180.85万 | 加仓 |
| WMT | WALMART INC | $812.82万 | 0.54% | 71,766 | 13,648 | 23.5% | $154.58万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $788.40万 | 0.52% | 41,615 | 1,851 | 4.7% | $35.07万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $787.23万 | 0.52% | 44,785 | 4,772 | 11.9% | $83.88万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $786.06万 | 0.52% | 53,055 | -5,020 | -8.6% | -$74.38万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $785.24万 | 0.52% | 93,414 | 5,407 | 6.1% | $45.45万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $766.80万 | 0.51% | 14,930 | 1,468 | 10.9% | $75.40万 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $765.51万 | 0.51% | 271,072 | 44,260 | 19.5% | $124.99万 | 加仓 |
| SXI | STANDEX INTL CORP | $718.95万 | 0.48% | 20,101 | 5,131 | 34.3% | $183.52万 | 加仓 |
| ADI | ANALOG DEVICES INC | $717.21万 | 0.48% | 18,058 | 18,058 | — | $717.21万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $710.88万 | 0.47% | 49,855 | 49,855 | — | $710.88万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $701.02万 | 0.47% | 43,732 | 2,701 | 6.6% | $43.30万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $700.78万 | 0.47% | 28,630 | 1,244 | 4.5% | $30.45万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $689.30万 | 0.46% | 71,084 | 20,085 | 39.4% | $194.76万 | 加仓 |
| IDCC | INTERDIGITAL INC | $682.91万 | 0.45% | 24,120 | 7,092 | 41.6% | $200.80万 | 加仓 |
| IDA | IDACORP INC | $675.36万 | 0.45% | 44,637 | 3,436 | 8.3% | $51.99万 | 加仓 |
| DAVE | DAVE INC | $672.71万 | 0.45% | 18,055 | 1,059 | 6.2% | $39.46万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $671.24万 | 0.45% | 201,877 | 22,734 | 12.7% | $75.59万 | 加仓 |
| TSN | TYSON FOODS INC | $671.17万 | 0.45% | 117,236 | 19,790 | 20.3% | $113.30万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $666.78万 | 0.44% | 15,454 | 15,454 | — | $666.78万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $642.38万 | 0.43% | 31,182 | 8,716 | 38.8% | $179.56万 | 加仓 |
| MLI | MUELLER INDS INC | $635.59万 | 0.42% | 51,703 | -13,467 | -20.7% | -$165.55万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $635.56万 | 0.42% | 38,690 | 13,047 | 50.9% | $214.32万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $635.40万 | 0.42% | 18,785 | 1,410 | 8.1% | $47.69万 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $617.05万 | 0.41% | 48,821 | 2,139 | 4.6% | $27.03万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $611.70万 | 0.41% | 6,539 | 466 | 7.7% | $43.59万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $611.58万 | 0.41% | 41,706 | -12,275 | -22.7% | -$180.00万 | 减仓 |
| BDC | BELDEN INC | $605.02万 | 0.40% | 50,456 | 2,330 | 4.8% | $27.94万 | 加仓 |
| ROST | ROSS STORES INC | $598.26万 | 0.40% | 28,107 | -3,709 | -11.7% | -$78.95万 | 减仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $596.89万 | 0.40% | 63,364 | 63,364 | — | $596.89万 | 新建仓 |
| AZZ | AZZ INC | $593.42万 | 0.39% | 38,273 | 1,488 | 4.0% | $23.07万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $592.24万 | 0.39% | 89,897 | 3,487 | 4.0% | $22.97万 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC | $578.57万 | 0.38% | 69,893 | 3,881 | 5.9% | $32.13万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $572.26万 | 0.38% | 24,898 | 7,844 | 46.0% | $180.29万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $570.89万 | 0.38% | 75,987 | 25,601 | 50.8% | $192.34万 | 加仓 |
| WSBC | WESBANCO INC | $557.61万 | 0.37% | 142,868 | 5,571 | 4.1% | $21.74万 | 加仓 |
| AMGN | AMGEN INC | $552.45万 | 0.37% | 15,256 | 3,735 | 32.4% | $135.25万 | 加仓 |
| BANR | BANNER CORP | $551.80万 | 0.37% | 83,052 | 3,686 | 4.6% | $24.49万 | 加仓 |
| CVX | CHEVRON CORPORATION | $550.76万 | 0.37% | 33,226 | 8,567 | 34.7% | $142.01万 | 加仓 |
| VSEC | VSE CORP | $547.37万 | 0.36% | 23,955 | 4,954 | 26.1% | $113.20万 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $533.92万 | 0.36% | 115,045 | 45,294 | 64.9% | $210.21万 | 加仓 |
| KNF | KNIFE RIVER CORP | $532.00万 | 0.35% | 63,598 | 4,141 | 7.0% | $34.64万 | 加仓 |
| PKG | PACKAGING CORP AMER | $518.00万 | 0.34% | 21,739 | 1,949 | 9.8% | $46.44万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $514.15万 | 0.34% | 64,237 | 27,790 | 76.2% | $222.43万 | 加仓 |
| ALAB | ASTERA LABS INC | $513.84万 | 0.34% | 10,638 | -30,824 | -74.3% | -$1,488.86万 | 减仓 |
| MXL | MAXLINEAR INC | $512.63万 | 0.34% | 40,040 | 40,040 | — | $512.63万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $502.55万 | 0.33% | 9,275 | 9,275 | — | $502.55万 | 新建仓 |
| NMIH | NMI HLDGS INC | $492.02万 | 0.33% | 119,741 | 4,608 | 4.0% | $18.93万 | 加仓 |