PERKINS CAPITAL MANAGEMENT INC
WAYZATA MN · SEC CIK 0000884300
$1.07亿2026Q1 申报市值
86持仓数
45.8%前十大占比 · 第一大 8.3%
4 / 9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
TRISALUS LIFE SC 新建仓+$92.04万
SAFE PRO GROUP I 新建仓+$88.11万
QUIK 加仓+$29.08万
MDXHEALTH SA 加仓+$22.42万
STX 新建仓+$21.55万
2026Q1 卖出最多 按季末市值估算
SKYWATER TECHNOL 减仓-$293.97万
AXGN 减仓-$197.10万
APPS 清仓-$183.05万
VELO 清仓-$119.54万
DAY ONE BIOPHARM 清仓-$78.29万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| NTRA | NATERA INC | $885.96万 | 8.30% | 44,300 | -250 | -0.6% | -$5.00万 | 减仓 |
| LLY | ELI LILLY & CO | $812.16万 | 7.61% | 8,830 | -135 | -1.5% | -$12.42万 | 减仓 |
| AXGN | AXOGEN INC | $559.37万 | 5.24% | 168,842 | -59,492 | -26.1% | -$197.10万 | 减仓 |
| IDXX | IDEXX LABS INC | $545.03万 | 5.11% | 9,700 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $422.55万 | 3.96% | 11,415 | -800 | -6.5% | -$29.61万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $376.10万 | 3.52% | 930,930 | 7,150 | 0.8% | $2.89万 | 加仓 |
| CIEN | CIENA CORP | $344.58万 | 3.23% | 6,300 | 0 | 0.0% | — | 不变 |
| — | MDXHEALTH SA | $339.58万 | 3.18% | 1,476,441 | 97,500 | 7.1% | $22.42万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $315.40万 | 2.96% | 15,504 | -2,150 | -12.2% | -$43.74万 | 减仓 |
| QUIK | QUICKLOGIC CORP | $287.69万 | 2.70% | 306,706 | 31,000 | 11.2% | $29.08万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $281.93万 | 2.64% | 25,825 | -3,075 | -10.6% | -$33.57万 | 减仓 |
| OOMA | OOMA INC | $263.72万 | 2.47% | 181,250 | -1,000 | -0.5% | -$1.45万 | 减仓 |
| VCYT | VERACYTE INC | $242.65万 | 2.27% | 75,333 | -100 | -0.1% | -$3,221 | 减仓 |
| ABT | ABBOTT LABORATORIES | $212.11万 | 1.99% | 20,659 | -750 | -3.5% | -$7.70万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $186.97万 | 1.75% | 171,847 | 100 | 0.1% | $1,088 | 加仓 |
| ONDS | ONDAS HOLDINGS | $182.59万 | 1.71% | 201,983 | -550 | -0.3% | -$4,972 | 减仓 |
| CYRX | CRYOPORT INC | $168.29万 | 1.58% | 203,247 | -750 | -0.4% | -$6,210 | 减仓 |
| NEOG | NEOGEN CORP | $165.36万 | 1.55% | 178,000 | -1,250 | -0.7% | -$1.16万 | 减仓 |
| PERI | PERION NETWORK LTD | $156.71万 | 1.47% | 156,865 | 18,490 | 13.4% | $18.47万 | 加仓 |
| PSNL | PERSONALIS INC | $152.24万 | 1.43% | 239,000 | 0 | 0.0% | — | 不变 |
| MGNI | MAGNITE INC | $141.70万 | 1.33% | 119,275 | -2,500 | -2.1% | -$2.97万 | 减仓 |
| — | LUCID DIAGNOSTICS INC | $129.49万 | 1.21% | 1,126,000 | 0 | 0.0% | — | 不变 |
| — | INOGEN INC | $123.35万 | 1.16% | 199,600 | -18,050 | -8.3% | -$11.15万 | 减仓 |
| — | INUVO INC | $120.53万 | 1.13% | 582,291 | -3,000 | -0.5% | -$6,210 | 减仓 |
| — | CREXENDO INC | $120.22万 | 1.13% | 194,850 | 0 | 0.0% | — | 不变 |
| BLZE | BACKBLAZE INC | $116.96万 | 1.10% | 339,025 | 60,250 | 21.6% | $20.79万 | 加仓 |
| ABBV | ABBVIE INC | $116.18万 | 1.09% | 5,342 | -500 | -8.6% | -$10.87万 | 减仓 |
| — | NEUROONE MEDICAL TECHNOLOGIES | $114.38万 | 1.07% | 1,473,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $100.83万 | 0.95% | 35,909 | -1,400 | -3.8% | -$3.93万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $100.57万 | 0.94% | 7,216 | -1,050 | -12.7% | -$14.63万 | 减仓 |
| NEO | NEOGENOMICS INC | $98.20万 | 0.92% | 132,350 | -9,500 | -6.7% | -$7.05万 | 减仓 |
| MRK | MERCK & CO INC | $93.22万 | 0.87% | 7,750 | -1,000 | -11.4% | -$12.03万 | 减仓 |
| — | TRISALUS LIFE SCIENCES INC | $92.04万 | 0.86% | 230,101 | 230,101 | — | $92.04万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $88.99万 | 0.83% | 55,900 | -600 | -1.1% | -$9,552 | 减仓 |
| — | SAFE PRO GROUP INC | $88.11万 | 0.83% | 231,250 | 231,250 | — | $88.11万 | 新建仓 |
| — | TELA BIO INC | $87.94万 | 0.82% | 1,418,328 | 20,910 | 1.5% | $1.30万 | 加仓 |
| CDXS | CODEXIS INC | $85.98万 | 0.81% | 527,500 | -2,000 | -0.4% | -$3,260 | 减仓 |
| — | USIO INC | $80.02万 | 0.75% | 701,932 | -4,000 | -0.6% | -$4,560 | 减仓 |
| — | ELUTIA INC | $79.47万 | 0.74% | 756,894 | -23,700 | -3.0% | -$2.49万 | 减仓 |
| — | CPS TECHNOLOGIES CORP | $75.02万 | 0.70% | 200,585 | -1,500 | -0.7% | -$5,610 | 减仓 |
| ATRC | ATRICURE INC | $74.46万 | 0.70% | 26,100 | -1,350 | -4.9% | -$3.85万 | 减仓 |
| VTRS | VIATRIS INC | $74.16万 | 0.70% | 54,895 | -3,000 | -5.2% | -$4.05万 | 减仓 |
| — | PROFOUND MED CORP | $74.05万 | 0.69% | 114,280 | 0 | 0.0% | — | 不变 |
| — | SKYWATER TECHNOLOGY INC | $72.36万 | 0.68% | 26,400 | -107,250 | -80.2% | -$293.97万 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $72.33万 | 0.68% | 28,750 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $67.25万 | 0.63% | 2,650 | -2,000 | -43.0% | -$50.76万 | 减仓 |
| USB | US BANCORP | $65.27万 | 0.61% | 12,550 | 0 | 0.0% | — | 不变 |
| — | BIODESIX INC | $64.94万 | 0.61% | 44,783 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $64.02万 | 0.60% | 4,850 | -400 | -7.6% | -$5.28万 | 减仓 |
| CELC | CELCUITY INC | $61.64万 | 0.58% | 5,400 | -1,000 | -15.6% | -$11.41万 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC | $60.30万 | 0.57% | 7,841 | -600 | -7.1% | -$4.61万 | 减仓 |
| TGT | TARGET CORP | $59.39万 | 0.56% | 4,900 | 0 | 0.0% | — | 不变 |
| — | BEELINE HOLDINGS INC | $57.58万 | 0.54% | 245,000 | 0 | 0.0% | — | 不变 |
| — | OWLET INC | $54.53万 | 0.51% | 106,095 | 3,990 | 3.9% | $2.05万 | 加仓 |
| T | AT&T INC | $46.36万 | 0.43% | 15,992 | -6,500 | -28.9% | -$18.84万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $45.72万 | 0.43% | 9,108 | -1,850 | -16.9% | -$9.29万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $45.06万 | 0.42% | 7,430 | -1,000 | -11.9% | -$6.06万 | 减仓 |
| BP | BP PLC | $43.24万 | 0.41% | 9,200 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $39.04万 | 0.37% | 4,600 | 200 | 4.5% | $1.70万 | 加仓 |
| CSTL | CASTLE BIOSCIENCES INC | $37.84万 | 0.35% | 15,415 | -12,630 | -45.0% | -$31.01万 | 减仓 |
| PLUS | EPLUS INC | $37.62万 | 0.35% | 5,000 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTOR N V | $35.43万 | 0.33% | 1,800 | -500 | -21.7% | -$9.84万 | 减仓 |
| DGII | DIGI INTL INC | $35.34万 | 0.33% | 7,333 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $33.64万 | 0.32% | 7,250 | 0 | 0.0% | — | 不变 |
| VCEL | VERICEL CORP | $33.62万 | 0.32% | 10,450 | -250 | -2.3% | -$8,042 | 减仓 |
| GIS | GENERAL MILLS INC | $33.03万 | 0.31% | 8,875 | -1,550 | -14.9% | -$5.77万 | 减仓 |
| — | ELAUWIT CONNECTION INC | $32.91万 | 0.31% | 55,500 | 0 | 0.0% | — | 不变 |
| — | LIFEVANTAGE CORP | $32.60万 | 0.31% | 75,458 | 0 | 0.0% | — | 不变 |
| — | VERITONE INC | $30.98万 | 0.29% | 157,250 | -18,350 | -10.4% | -$3.61万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $29.33万 | 0.27% | 1,200 | -400 | -25.0% | -$9.78万 | 减仓 |
| — | BIOLIFE SOLUTIONS INC | $23.85万 | 0.22% | 12,500 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $21.55万 | 0.20% | 550 | 550 | — | $21.55万 | 新建仓 |
| — | EXAGEN INC | $21.54万 | 0.20% | 71,796 | 53,221 | 286.5% | $15.97万 | 加仓 |
| MRNA | MODERNA INC | $20.32万 | 0.19% | 4,000 | 4,000 | — | $20.32万 | 新建仓 |
| — | EXXON MOBIL CORP | $20.26万 | 0.19% | 1,194 | -500 | -29.5% | -$8.48万 | 减仓 |
| ASUR | ASURE SOFTWARE INC | $20.21万 | 0.19% | 23,500 | 0 | 0.0% | — | 不变 |
| — | APYX MEDICAL CORPORATION | $15.50万 | 0.15% | 42,000 | -43,000 | -50.6% | -$15.87万 | 减仓 |
| — | AIRGAIN INC | $12.10万 | 0.11% | 22,000 | 0 | 0.0% | — | 不变 |
| — | OPTIMIZERX CORP | $9.99万 | 0.09% | 15,908 | -1,500 | -8.6% | -$9,420 | 减仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $7.99万 | 0.07% | 12,500 | 0 | 0.0% | — | 不变 |
| — | ROCKWELL MED INC | $6.29万 | 0.06% | 70,371 | 2,500 | 3.7% | $2,233 | 加仓 |
| — | IRIDEX CORP | $5.59万 | 0.05% | 55,300 | 14,000 | 33.9% | $1.41万 | 加仓 |
| — | PULMONX CORP | $5.29万 | 0.05% | 41,000 | -8,000 | -16.3% | -$1.03万 | 减仓 |
| SOPH | SOPHIA GENETICS SA | $5.20万 | 0.05% | 10,500 | 0 | 0.0% | — | 不变 |
| — | DYADIC INTL INC DEL | $3.94万 | 0.04% | 48,050 | -296,361 | -86.0% | -$24.30万 | 减仓 |
| — | ACCURAY INC DEL | $2.04万 | 0.02% | 52,500 | -34,000 | -39.3% | -$1.32万 | 减仓 |
| APPS | DIGITAL TURBINE INC | $0 | 0.00% | 0 | -366,100 | -100.0% | -$183.05万 | 清仓 |
| VELO | VELO3D INC | $0 | 0.00% | 0 | -130,500 | -100.0% | -$119.54万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS | $0 | 0.00% | 0 | -84,000 | -100.0% | -$78.29万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -12,500 | -100.0% | -$46.12万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -250 | -100.0% | -$21.56万 | 清仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $0 | 0.00% | 0 | -7,066 | -100.0% | -$20.49万 | 清仓 |
| — | HAIN CELESTIAL GROUP INC | $0 | 0.00% | 0 | -174,650 | -100.0% | -$18.69万 | 清仓 |
| — | CVRX INC | $0 | 0.00% | 0 | -16,150 | -100.0% | -$11.47万 | 清仓 |
| — | FLEXSHOPPER INC | $0 | 0.00% | 0 | -77,000 | -100.0% | -$7 | 清仓 |