ESSEX INVESTMENT MANAGEMENT CO LLC
BOSTON MA · SEC CIK 0000201772
$7.63亿2026Q2 申报市值
306持仓数
20.1%前十大占比 · 第一大 3.6%
26 / 25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
WERN 新建仓+$1,010.12万
XMTR 新建仓+$539.73万
BXC 新建仓+$535.84万
TILE 新建仓+$442.27万
PGEN 新建仓+$402.59万
2026Q2 卖出最多 按季末市值估算
STRL 减仓-$1,334.75万
GSAT 清仓-$1,100.35万
PRIM 清仓-$689.12万
BVS 清仓-$550.77万
LGND 减仓-$470.75万
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 |
|---|---|---|---|---|---|---|---|---|
| KVHI | KVH INDS INC | $290.49万 | 0.38% | 293,132 | 293,132 | — | $290.49万 | 新建仓 |
| IWO | ISHARES TR | $284.12万 | 0.37% | 7,212 | 5,004 | 226.6% | $197.14万 | 加仓 |
| REAL | THE REALREAL INC | $271.94万 | 0.36% | 230,657 | 230,657 | — | $271.94万 | 新建仓 |
| — | STEREOTAXIS INC | $261.78万 | 0.34% | 1,521,966 | -68,135 | -4.3% | -$11.72万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $258.98万 | 0.34% | 21,047 | -106 | -0.5% | -$1.30万 | 减仓 |
| P | EVERPURE INC | $255.16万 | 0.33% | 32,385 | 32,385 | — | $255.16万 | 新建仓 |
| ARLO | ARLO TECHNOLOGIES INC | $247.70万 | 0.32% | 183,754 | -8,750 | -4.5% | -$11.80万 | 减仓 |
| TRMB | TRIMBLE INC | $246.07万 | 0.32% | 48,080 | 7,116 | 17.4% | $36.42万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $231.63万 | 0.30% | 117,698 | -5,535 | -4.5% | -$10.89万 | 减仓 |
| PAY | PAYMENTUS HOLDINGS INC | $218.85万 | 0.29% | 90,582 | -4,260 | -4.5% | -$10.29万 | 减仓 |
| DIS | DISNEY WALT CO | $218.16万 | 0.29% | 22,666 | -140 | -0.6% | -$1.35万 | 减仓 |
| BLND | BLEND LABS INC | $214.56万 | 0.28% | 1,254,746 | 492,456 | 64.6% | $84.21万 | 加仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $211.93万 | 0.28% | 143,490 | -6,825 | -4.5% | -$10.08万 | 减仓 |
| — | TONIX PHARMACEUTICALS HLDG CO | $210.72万 | 0.28% | 165,144 | 165,144 | — | $210.72万 | 新建仓 |
| — | RIVERVIEW BANCORP INC | $202.83万 | 0.27% | 373,534 | -16,761 | -4.3% | -$9.10万 | 减仓 |
| — | INTELLICHECK MOBILISA INC | $200.15万 | 0.26% | 488,164 | -49,678 | -9.2% | -$20.37万 | 减仓 |
| TEM | TEMPUS AI INC | $197.98万 | 0.26% | 34,176 | -179 | -0.5% | -$1.04万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $196.59万 | 0.26% | 65,597 | -8,848 | -11.9% | -$26.52万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $191.59万 | 0.25% | 8,016 | -97 | -1.2% | -$2.32万 | 减仓 |
| MTDR | MATADOR RES CO | $188.08万 | 0.25% | 37,782 | -2,216 | -5.5% | -$11.03万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC | $187.10万 | 0.25% | 4,919 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $183.11万 | 0.24% | 19,369 | 0 | 0.0% | — | 不变 |
| EYPT | EYEPOINT INC | $174.01万 | 0.23% | 121,684 | -5,529 | -4.3% | -$7.91万 | 减仓 |
| — | CURIOSITYSTREAM INC | $158.29万 | 0.21% | 595,057 | -25,822 | -4.2% | -$6.87万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $150.06万 | 0.20% | 20,458 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESH INC | $149.35万 | 0.20% | 11,770 | 0 | 0.0% | — | 不变 |
| — | FREIGHTOS LTD | $145.20万 | 0.19% | 955,286 | -42,422 | -4.3% | -$6.45万 | 减仓 |
| — | ALFEN NV | $144.71万 | 0.19% | 80,514 | 34,443 | 74.8% | $61.90万 | 加仓 |
| CGNX | COGNEX CORP | $142.44万 | 0.19% | 19,669 | -10,396 | -34.6% | -$75.29万 | 减仓 |
| XYL | XYLEM INC | $123.67万 | 0.16% | 10,462 | -1 | -0.0% | -$118 | 减仓 |
| NXT | NEXTPOWER INC | $122.12万 | 0.16% | 10,250 | 0 | 0.0% | — | 不变 |
| — | IDENTIV INC | $122.08万 | 0.16% | 484,438 | -252,170 | -34.2% | -$63.55万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $120.79万 | 0.16% | 13,679 | -5,537 | -28.8% | -$48.89万 | 减仓 |
| PWR | QUANTA SVCS INC | $113.41万 | 0.15% | 1,575 | 0 | 0.0% | — | 不变 |
| — | YASKAWA ELEC CORP | $112.80万 | 0.15% | 26,089 | -506 | -1.9% | -$2.19万 | 减仓 |
| LNN | LINDSAY CORP | $111.47万 | 0.15% | 9,004 | 3,077 | 51.9% | $38.09万 | 加仓 |
| UPWK | UPWORK INC | $110.30万 | 0.14% | 131,938 | -6,266 | -4.5% | -$5.24万 | 减仓 |
| CTVA | CORTEVA INC | $107.84万 | 0.14% | 12,733 | -5,935 | -31.8% | -$50.26万 | 减仓 |
| PAYX | PAYCHEX INC | $107.51万 | 0.14% | 10,934 | 0 | 0.0% | — | 不变 |
| MWH | SOLV ENERGY INC | $103.63万 | 0.14% | 30,436 | 12,628 | 70.9% | $43.00万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $98.14万 | 0.13% | 56,567 | 0 | 0.0% | — | 不变 |
| AEVA | AEVA TECHNOLOGIES INC | $97.73万 | 0.13% | 34,028 | -24,246 | -41.6% | -$69.63万 | 减仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP INC | $92.73万 | 0.12% | 93,670 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $89.07万 | 0.12% | 2,721 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $87.27万 | 0.11% | 17,724 | -17,716 | -50.0% | -$87.23万 | 减仓 |
| VMI | VALMONT INDS INC | $87.22万 | 0.11% | 1,510 | -1,284 | -46.0% | -$74.16万 | 减仓 |
| ASYS | AMTECH SYS INC | $87.15万 | 0.11% | 37,761 | -55 | -0.1% | -$1,269 | 减仓 |
| NEE | NEXTERA ENERGY INC | $87.09万 | 0.11% | 9,923 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $86.70万 | 0.11% | 26,735 | -6,429 | -19.4% | -$20.85万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $86.00万 | 0.11% | 3,746 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $85.87万 | 0.11% | 5,856 | -9 | -0.2% | -$1,320 | 减仓 |
| KO | COCA COLA CO | $85.80万 | 0.11% | 10,557 | -6 | -0.1% | -$488 | 减仓 |
| — | CONTEMPORARY AMPEREX TECHNO | $85.39万 | 0.11% | 9,539 | 9,539 | — | $85.39万 | 新建仓 |
| B | BARRICK MNG CORP | $84.31万 | 0.11% | 22,955 | -20 | -0.1% | -$735 | 减仓 |
| VLO | VALERO ENERGY CORP | $81.73万 | 0.11% | 3,138 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $77.89万 | 0.10% | 13,906 | 13,906 | — | $77.89万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $76.87万 | 0.10% | 1,333 | 0 | 0.0% | — | 不变 |
| — | EDAP TMS S A | $75.63万 | 0.10% | 146,005 | 146,005 | — | $75.63万 | 新建仓 |
| ELVA | ELECTROVAYA INC | $75.38万 | 0.10% | 71,791 | 71,791 | — | $75.38万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC | $75.17万 | 0.10% | 2,564 | -3 | -0.1% | -$880 | 减仓 |
| ETON | ETON PHARMACEUTICALS INC | $72.87万 | 0.10% | 20,131 | -51 | -0.3% | -$1,846 | 减仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $70.32万 | 0.09% | 12,033 | 12,033 | — | $70.32万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $63.54万 | 0.08% | 6,931 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $63.47万 | 0.08% | 3,350 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $63.37万 | 0.08% | 850 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $62.99万 | 0.08% | 7,103 | -2,049 | -22.4% | -$18.17万 | 减仓 |
| — | RAPID MICRO BIOSYSTEMS INC | $62.75万 | 0.08% | 362,696 | -521,235 | -59.0% | -$90.17万 | 减仓 |
| FNV | FRANCO NEV CORP | $62.34万 | 0.08% | 2,991 | -4 | -0.1% | -$834 | 减仓 |
| EME | EMCOR GROUP INC | $60.91万 | 0.08% | 734 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $60.50万 | 0.08% | 2,382 | -2 | -0.1% | -$508 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $58.83万 | 0.08% | 3,530 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $57.90万 | 0.08% | 7,401 | -3 | -0.0% | -$235 | 减仓 |
| CCJ | CAMECO CORP | $57.35万 | 0.08% | 5,630 | 5,630 | — | $57.35万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $55.10万 | 0.07% | 4,906 | 0 | 0.0% | — | 不变 |
| ESOA | ENERGY SERVICES OF AMER CORP | $50.39万 | 0.07% | 26,053 | -35 | -0.1% | -$677 | 减仓 |
| CAMT | CAMTEK LTD | $48.01万 | 0.06% | 2,943 | 0 | 0.0% | — | 不变 |
| OSS | ONE STOP SYS INC | $46.68万 | 0.06% | 25,674 | -9,860 | -27.7% | -$17.93万 | 减仓 |
| INTU | INTUIT | $46.12万 | 0.06% | 1,767 | -448 | -20.2% | -$11.69万 | 减仓 |
| — | BROADWIND INC | $45.73万 | 0.06% | 94,671 | -117 | -0.1% | -$565 | 减仓 |
| VTI | VANGUARD INDEX FDS | $44.63万 | 0.06% | 1,206 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $43.74万 | 0.06% | 1,087 | -38 | -3.4% | -$1.53万 | 减仓 |
| — | AMPLITECH GROUP INC | $42.13万 | 0.06% | 60,526 | -27,314 | -31.1% | -$19.01万 | 减仓 |
| PEP | PEPSICO INC | $41.97万 | 0.05% | 3,100 | -6 | -0.2% | -$812 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $41.23万 | 0.05% | 1,219 | 0 | 0.0% | — | 不变 |
| — | RF INDS LTD | $37.89万 | 0.05% | 17,864 | -31 | -0.2% | -$658 | 减仓 |
| NEM | NEWMONT CORP | $37.76万 | 0.05% | 4,043 | -10 | -0.2% | -$934 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $35.53万 | 0.05% | 60,425 | 60,425 | — | $35.53万 | 新建仓 |
| GE | GE AEROSPACE | $35.50万 | 0.05% | 950 | -84 | -8.1% | -$3.14万 | 减仓 |
| STRT | STRATTEC SEC CORP | $34.20万 | 0.04% | 4,199 | -8 | -0.2% | -$652 | 减仓 |
| LOPE | GRAND CANYON ED INC | $32.92万 | 0.04% | 2,300 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $32.84万 | 0.04% | 10,457 | 0 | 0.0% | — | 不变 |
| — | OPTEX SYS HLDGS INC | $32.40万 | 0.04% | 23,090 | -36 | -0.2% | -$505 | 减仓 |
| RELL | RICHARDSON ELECTRS LTD | $30.45万 | 0.04% | 16,018 | -74 | -0.5% | -$1,407 | 减仓 |
| — | LENSAR INC | $30.41万 | 0.04% | 53,258 | 23,224 | 77.3% | $13.26万 | 加仓 |
| NVS | NOVARTIS AG | $29.39万 | 0.04% | 1,875 | 0 | 0.0% | — | 不变 |
| — | DATA I O CORP | $29.38万 | 0.04% | 74,558 | -83 | -0.1% | -$327 | 减仓 |
| — | VINCE HLDG CORP | $29.12万 | 0.04% | 40,722 | -59 | -0.1% | -$422 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $28.04万 | 0.04% | 3,670 | -6 | -0.2% | -$458 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.65万 | 0.04% | 6,530 | -16 | -0.2% | -$677 | 减仓 |
| — | COMMERCIAL VEH GROUP INC | $27.60万 | 0.04% | 59,730 | -104 | -0.2% | -$480 | 减仓 |