ESSEX INVESTMENT MANAGEMENT CO LLC
BOSTON MA · SEC CIK 0000201772
$6.32亿2026Q1 申报市值
305持仓数
19.9%前十大占比 · 第一大 3.2%
28 / 29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
NVCR 新建仓+$493.08万
SNDX 新建仓+$464.83万
MG 新建仓+$396.94万
MITK 新建仓+$372.06万
MRVL 新建仓+$358.59万
2026Q1 卖出最多 按季末市值估算
TSEM 减仓-$1,345.84万
BBNX 清仓-$663.62万
AGX 减仓-$627.98万
UVE 清仓-$599.52万
STRL 减仓-$514.30万
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 |
|---|---|---|---|---|---|---|---|---|
| — | VINCE HLDG CORP | $9.83万 | 0.02% | 40,781 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $9.96万 | 0.02% | 842 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $10.37万 | 0.02% | 709 | -19 | -2.6% | -$2,778 | 减仓 |
| — | CHAMPIONS ONCOLOGY INC | $10.49万 | 0.02% | 18,249 | 0 | 0.0% | — | 不变 |
| — | ORION ENERGY SYS INC | $10.97万 | 0.02% | 12,557 | 12,557 | — | $10.97万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $11.35万 | 0.02% | 494 | 0 | 0.0% | — | 不变 |
| — | NEPHROS INC | $11.62万 | 0.02% | 38,984 | 0 | 0.0% | — | 不变 |
| — | LIVEONE INC | $12.51万 | 0.02% | 24,535 | 24,535 | — | $12.51万 | 新建仓 |
| — | NETSOL TECHNOLOGIES INC | $12.71万 | 0.02% | 37,493 | 37,493 | — | $12.71万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $13.12万 | 0.02% | 120 | 0 | 0.0% | — | 不变 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $13.13万 | 0.02% | 19,138 | 0 | 0.0% | — | 不变 |
| — | HARVARD BIOSCIENCE INC | $13.16万 | 0.02% | 27,021 | 27,021 | — | $13.16万 | 新建仓 |
| — | GENASYS INC | $13.27万 | 0.02% | 72,907 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES INC | $13.40万 | 0.02% | 505 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $13.62万 | 0.02% | 1,132 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC | $13.84万 | 0.02% | 681 | -7 | -1.0% | -$1,422 | 减仓 |
| — | FLEXIBLE SOLUTIONS INTL INC | $14.18万 | 0.02% | 26,252 | 0 | 0.0% | — | 不变 |
| — | TRANSACT TECHNOLOGIES INC | $14.26万 | 0.02% | 43,333 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $14.71万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| — | ALPHA PRO TECH LTD | $15.26万 | 0.02% | 34,375 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD | $15.59万 | 0.02% | 359 | 0 | 0.0% | — | 不变 |
| — | GSI TECHNOLOGY INC | $15.65万 | 0.02% | 30,454 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $16.59万 | 0.03% | 1,616 | -15 | -0.9% | -$1,540 | 减仓 |
| — | GEOSPACE TECHNOLOGIES CORP | $16.64万 | 0.03% | 13,636 | 0 | 0.0% | — | 不变 |
| — | AMPLITECH GROUP INC | $16.69万 | 0.03% | 87,840 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $17.25万 | 0.03% | 1,052 | 0 | 0.0% | — | 不变 |
| RELL | RICHARDSON ELECTRS LTD | $17.62万 | 0.03% | 16,092 | 0 | 0.0% | — | 不变 |
| — | LENSAR INC | $17.90万 | 0.03% | 30,034 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $17.94万 | 0.03% | 180 | 0 | 0.0% | — | 不变 |
| — | TRIO TECH INTL | $18.19万 | 0.03% | 31,474 | 0 | 0.0% | — | 不变 |
| — | RF INDS LTD | $18.45万 | 0.03% | 17,895 | -6,703 | -27.3% | -$6.91万 | 减仓 |
| — | INSPIREMD INC | $18.60万 | 0.03% | 114,085 | 0 | 0.0% | — | 不变 |
| — | DATA I O CORP | $18.88万 | 0.03% | 74,641 | 0 | 0.0% | — | 不变 |
| — | BROADWIND INC | $19.72万 | 0.03% | 94,788 | 0 | 0.0% | — | 不变 |
| — | NEUROONE MED TECHNOLOGIES CORP | $20.34万 | 0.03% | 261,953 | 73,526 | 39.0% | $5.71万 | 加仓 |
| — | COMMERCIAL VEH GROUP INC | $20.40万 | 0.03% | 59,834 | 59,834 | — | $20.40万 | 新建仓 |
| — | EXXON MOBIL CORP | $21.12万 | 0.03% | 1,245 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $21.30万 | 0.03% | 573 | 102 | 21.7% | $3.79万 | 加仓 |
| SO | SOUTHERN CO | $22.85万 | 0.04% | 2,367 | -24 | -1.0% | -$2,316 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $26.72万 | 0.04% | 3,676 | 56 | 1.5% | $4,071 | 加仓 |
| OSS | ONE STOP SYS INC | $26.90万 | 0.04% | 35,534 | -33,822 | -48.8% | -$25.60万 | 减仓 |
| — | BYD CO LTD | $27.53万 | 0.04% | 20,199 | -427 | -2.1% | -$5,820 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $27.56万 | 0.04% | 2,105 | -17 | -0.8% | -$2,226 | 减仓 |
| — | CPS TECHNOLOGIES CORP | $27.72万 | 0.04% | 74,114 | 0 | 0.0% | — | 不变 |
| — | PERMA-PIPE INTL HLDGS INC | $28.40万 | 0.04% | 9,526 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $28.64万 | 0.05% | 1,875 | -900 | -32.4% | -$13.75万 | 减仓 |
| GE | GE AEROSPACE | $29.34万 | 0.05% | 1,034 | -25 | -2.4% | -$7,094 | 减仓 |
| SITM | SITIME CORP | $29.35万 | 0.05% | 850 | 0 | 0.0% | — | 不变 |
| — | OPTEX SYS HLDGS INC | $30.58万 | 0.05% | 23,126 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $31.18万 | 0.05% | 3,350 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $32.86万 | 0.05% | 6,546 | -6,787 | -50.9% | -$34.07万 | 减仓 |
| STRT | STRATTEC SEC CORP | $32.96万 | 0.05% | 4,207 | 0 | 0.0% | — | 不变 |
| ESOA | ENERGY SERVICES OF AMER CORP | $34.25万 | 0.05% | 26,088 | 0 | 0.0% | — | 不变 |
| FLNC | FLUENCE ENERGY INC | $35.19万 | 0.06% | 25,576 | -12,982 | -33.7% | -$17.86万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $36.87万 | 0.06% | 1,219 | -2,746 | -69.3% | -$83.06万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $38.69万 | 0.06% | 1,206 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $39.11万 | 0.06% | 2,300 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $40.86万 | 0.06% | 1,125 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $43.87万 | 0.07% | 4,053 | -688 | -14.5% | -$7.45万 | 减仓 |
| EQNR | EQUINOR ASA | $44.13万 | 0.07% | 10,457 | 0 | 0.0% | — | 不变 |
| ASYS | AMTECH SYS INC | $44.17万 | 0.07% | 37,816 | 0 | 0.0% | — | 不变 |
| CAMT | CAMTEK LTD | $44.62万 | 0.07% | 2,943 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESH INC | $46.31万 | 0.07% | 11,770 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $48.23万 | 0.08% | 3,106 | -2,215 | -41.6% | -$34.40万 | 减仓 |
| — | ALFEN NV | $48.41万 | 0.08% | 46,071 | 46,071 | — | $48.41万 | 新建仓 |
| AMBQ | AMBIQ MICRO INC | $48.83万 | 0.08% | 19,216 | 19,216 | — | $48.83万 | 新建仓 |
| ETON | ETON PHARMACEUTICALS INC | $49.81万 | 0.08% | 20,182 | 0 | 0.0% | — | 不变 |
| MWH | SOLV ENERGY INC | $53.48万 | 0.08% | 17,808 | 17,808 | — | $53.48万 | 新建仓 |
| EME | EMCOR GROUP INC | $54.19万 | 0.09% | 734 | -16 | -2.1% | -$1.18万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $58.27万 | 0.09% | 2,384 | -2 | -0.1% | -$489 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $59.07万 | 0.09% | 6,931 | -4,429 | -39.0% | -$37.75万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $61.23万 | 0.10% | 3,530 | -369 | -9.5% | -$6.40万 | 减仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP INC | $61.63万 | 0.10% | 93,670 | -2,055 | -2.1% | -$1.35万 | 减仓 |
| MDT | MEDTRONIC PLC | $64.16万 | 0.10% | 7,404 | -2,247 | -23.3% | -$19.47万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $64.27万 | 0.10% | 4,906 | 0 | 0.0% | — | 不变 |
| — | YASKAWA ELEC CORP | $67.20万 | 0.11% | 26,595 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $69.29万 | 0.11% | 2,208 | 298 | 15.6% | $9.35万 | 加仓 |
| LNN | LINDSAY CORP | $70.57万 | 0.11% | 5,927 | 5,927 | — | $70.57万 | 新建仓 |
| FNV | FRANCO NEV CORP | $73.99万 | 0.12% | 2,995 | -4 | -0.1% | -$988 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC | $74.57万 | 0.12% | 2,567 | -966 | -27.3% | -$28.06万 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC | $76.69万 | 0.12% | 58,274 | -1,290 | -2.2% | -$1.70万 | 减仓 |
| VLO | VALERO ENERGY CORP | $77.53万 | 0.12% | 3,138 | -3,164 | -50.2% | -$78.18万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $78.47万 | 0.12% | 1,333 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $80.04万 | 0.13% | 2,721 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $80.24万 | 0.13% | 10,403 | 10,403 | — | $80.24万 | 新建仓 |
| KO | COCA COLA CO | $80.33万 | 0.13% | 10,563 | -3,739 | -26.1% | -$28.44万 | 减仓 |
| VLTO | VERALTO CORP | $80.92万 | 0.13% | 9,152 | -174 | -1.9% | -$1.54万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $81.13万 | 0.13% | 3,746 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $84.71万 | 0.13% | 5,865 | -3,567 | -37.8% | -$51.52万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $85.13万 | 0.13% | 56,567 | -1,240 | -2.1% | -$1.87万 | 减仓 |
| PWR | QUANTA SVCS INC | $86.47万 | 0.14% | 1,575 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $92.16万 | 0.15% | 9,923 | -5,247 | -34.6% | -$48.73万 | 减仓 |
| B | BARRICK MNG CORP | $93.72万 | 0.15% | 22,975 | -3,923 | -14.6% | -$16.00万 | 减仓 |
| INTU | INTUIT | $95.77万 | 0.15% | 2,215 | -1,214 | -35.4% | -$52.49万 | 减仓 |
| PAYX | PAYCHEX INC | $100.72万 | 0.16% | 10,934 | -5,737 | -34.4% | -$52.85万 | 减仓 |
| IOT | SAMSARA INC | $105.10万 | 0.17% | 33,164 | -3,818 | -10.3% | -$12.10万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC | $109.24万 | 0.17% | 4,919 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $111.64万 | 0.18% | 2,794 | -1,083 | -27.9% | -$43.27万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $115.20万 | 0.18% | 20,458 | 6,161 | 43.1% | $34.69万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $119.93万 | 0.19% | 19,369 | 5,717 | 41.9% | $35.40万 | 加仓 |