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 |
|---|---|---|---|---|---|---|---|---|
| BBNX | BETA BIONICS INC | $0 | 0.00% | 0 | -217,796 | -100.0% | -$663.62万 | 清仓 |
| UVE | UNIVERSAL INS HLDGS INC | $0 | 0.00% | 0 | -177,374 | -100.0% | -$599.52万 | 清仓 |
| ANGO | ANGIODYNAMICS INC | $0 | 0.00% | 0 | -360,544 | -100.0% | -$462.94万 | 清仓 |
| WGO | WINNEBAGO INDS INC | $0 | 0.00% | 0 | -109,490 | -100.0% | -$443.65万 | 清仓 |
| MXL | MAXLINEAR INC | $0 | 0.00% | 0 | -235,595 | -100.0% | -$410.64万 | 清仓 |
| — | GREAT LAKES DREDGE & DOCK CORP | $0 | 0.00% | 0 | -301,986 | -100.0% | -$396.21万 | 清仓 |
| — | RADCOM LTD | $0 | 0.00% | 0 | -228,305 | -100.0% | -$298.62万 | 清仓 |
| — | CERAGON NETWORKS LTD | $0 | 0.00% | 0 | -1,391,697 | -100.0% | -$292.26万 | 清仓 |
| — | JOURNEY MED CORP | $0 | 0.00% | 0 | -345,977 | -100.0% | -$266.75万 | 清仓 |
| LZ | LEGALZOOM COM INC | $0 | 0.00% | 0 | -267,857 | -100.0% | -$265.98万 | 清仓 |
| — | PROFOUND MED CORP | $0 | 0.00% | 0 | -309,604 | -100.0% | -$243.66万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -8,021 | -100.0% | -$209.53万 | 清仓 |
| — | INFINEON TECHNOLOGIES AG | $0 | 0.00% | 0 | -45,129 | -100.0% | -$199.98万 | 清仓 |
| — | CASTELLUM INC | $0 | 0.00% | 0 | -2,114,029 | -100.0% | -$190.94万 | 清仓 |
| PHR | PHREESIA INC | $0 | 0.00% | 0 | -102,423 | -100.0% | -$173.30万 | 清仓 |
| — | SOUTHLAND HLDGS INC | $0 | 0.00% | 0 | -475,723 | -100.0% | -$157.94万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -13,482 | -100.0% | -$138.72万 | 清仓 |
| PRLB | PROTO LABS INC | $0 | 0.00% | 0 | -15,504 | -100.0% | -$78.43万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -1,468 | -100.0% | -$68.35万 | 清仓 |
| — | DRAGONFLY ENERGY HOLDINGS CORP | $0 | 0.00% | 0 | -196,007 | -100.0% | -$60.17万 | 清仓 |
| — | OWLET INC | $0 | 0.00% | 0 | -28,563 | -100.0% | -$46.24万 | 清仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $0 | 0.00% | 0 | -46,725 | -100.0% | -$43.08万 | 清仓 |
| — | ASCENT INDUSTRIES CO | $0 | 0.00% | 0 | -12,041 | -100.0% | -$19.49万 | 清仓 |
| — | HARVARD BIOSCIENCE INC | $0 | 0.00% | 0 | -184,678 | -100.0% | -$12.35万 | 清仓 |
| — | AIRGAIN INC | $0 | 0.00% | 0 | -19,398 | -100.0% | -$7.88万 | 清仓 |
| — | LASER PHOTONICS CORP | $0 | 0.00% | 0 | -27,361 | -100.0% | -$6.76万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -85 | -100.0% | -$5.80万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS INC | $0 | 0.00% | 0 | -2,298 | -100.0% | -$5.54万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $0 | 0.00% | 0 | -1,266 | -100.0% | -$4.06万 | 清仓 |
| OGN | ORGANON & CO | $66 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1,451 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $2,014 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | SANDOZ GROUP AG | $3,675 | 0.00% | 47 | -156 | -76.8% | -$1.22万 | 减仓 |
| ANGI | ANGI INC | $6,740 | 0.00% | 984 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $8,492 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $9,636 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $1.38万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | CONTEMPORARY AMPEREX TECHNO | $1.45万 | 0.00% | 722 | 264 | 57.6% | $5,288 | 加仓 |
| FDX | FEDEX CORP | $1.60万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $1.62万 | 0.00% | 1,523 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1.78万 | 0.00% | 62 | 62 | — | $1.78万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $1.87万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $1.87万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PPLI | IAC INC | $1.95万 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $2.12万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $2.21万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $2.36万 | 0.00% | 66 | -22 | -25.0% | -$7,869 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $2.46万 | 0.00% | 1,567 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $2.51万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| HP | HELMERICH & PAYNE INC | $2.64万 | 0.00% | 733 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2.64万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $2.67万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| IFNNY | INFINEON TECHNOLOGIES AG | $2.74万 | 0.00% | 607 | 607 | — | $2.74万 | 新建仓 |
| V | VISA INC | $2.78万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $3.07万 | 0.00% | 823 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $3.11万 | 0.00% | 662 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $3.13万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC | $3.16万 | 0.01% | 2,016 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $3.24万 | 0.01% | 362 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $3.27万 | 0.01% | 715 | 0 | 0.0% | — | 不变 |
| AVNT | AVIENT CORPORATION | $3.32万 | 0.01% | 915 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC | $3.51万 | 0.01% | 331 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.64万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $3.67万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $3.79万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $3.97万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES | $4.05万 | 0.01% | 713 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $4.12万 | 0.01% | 357 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $4.17万 | 0.01% | 573 | -107 | -15.7% | -$7,787 | 减仓 |
| TER | TERADYNE INC | $4.30万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| — | SENESTECH INC | $4.31万 | 0.01% | 26,294 | 4,002 | 18.0% | $6,563 | 加仓 |
| — | GATES INDL CORP PLC | $4.51万 | 0.01% | 1,996 | 0 | 0.0% | — | 不变 |
| QTWO | Q2 HLDGS INC | $4.61万 | 0.01% | 974 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $4.73万 | 0.01% | 1,238 | 0 | 0.0% | — | 不变 |
| — | VIRTRA INC | $4.77万 | 0.01% | 12,856 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $4.78万 | 0.01% | 355 | -9 | -2.5% | -$1,212 | 减仓 |
| RRC | RANGE RES CORP | $4.93万 | 0.01% | 1,091 | 0 | 0.0% | — | 不变 |
| EE | EXCELERATE ENERGY INC | $4.93万 | 0.01% | 1,475 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $4.98万 | 0.01% | 430 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $5.12万 | 0.01% | 697 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $5.17万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $5.25万 | 0.01% | 771 | 0 | 0.0% | — | 不变 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $5.34万 | 0.01% | 4,295 | 0 | 0.0% | — | 不变 |
| — | AWARE INC MASS | $5.39万 | 0.01% | 43,105 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $5.53万 | 0.01% | 193 | 0 | 0.0% | — | 不变 |
| DAN | DANA INC | $5.60万 | 0.01% | 1,665 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $5.97万 | 0.01% | 363 | 0 | 0.0% | — | 不变 |
| GKOS | GLAUKOS CORP | $6.58万 | 0.01% | 611 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $6.65万 | 0.01% | 402 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $6.65万 | 0.01% | 713 | 146 | 25.7% | $1.36万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $6.79万 | 0.01% | 1,120 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $6.87万 | 0.01% | 1,526 | 0 | 0.0% | — | 不变 |
| — | OCEAN PWR TECHNOLOGIES INC | $7.18万 | 0.01% | 205,193 | 30,579 | 17.5% | $1.07万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $7.62万 | 0.01% | 1,297 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $7.65万 | 0.01% | 306 | -56 | -15.5% | -$1.40万 | 减仓 |
| KGC | KINROSS GOLD CORP | $8.12万 | 0.01% | 2,661 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $8.60万 | 0.01% | 338 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $8.64万 | 0.01% | 549 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $9.18万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| — | FUEL TECH INC | $9.42万 | 0.01% | 77,250 | 0 | 0.0% | — | 不变 |