PERKINS CAPITAL MANAGEMENT INC
WAYZATA MN · SEC CIK 0000884300
$1.27亿2026Q2 申报市值
79持仓数
52.3%前十大占比 · 第一大 8.7%
5 / 12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
CREATIVE REALITI 新建仓+$123.92万
NEUROONE MED TEC 新建仓+$74.38万
VIDA GLOBAL INC 新建仓+$70.00万
QT IMAGING HLDGS 新建仓+$40.70万
CREXENDO INC 加仓+$13.43万
2026Q2 卖出最多 按季末市值估算
INOGEN INC 清仓-$123.35万
NEUROONE MEDICAL 清仓-$114.38万
NTRA 减仓-$100.30万
QUIK 减仓-$98.02万
AXGN 减仓-$97.00万
2026Q2 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 | $1,102.22万 | 8.67% | 40,605 | -3,695 | -8.3% | -$100.30万 | 减仓 |
| LLY | ELI LILLY & CO | $1,041.11万 | 8.19% | 8,680 | -150 | -1.7% | -$17.99万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC DEL | $807.70万 | 6.35% | 13,904 | -1,600 | -10.3% | -$92.95万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $730.50万 | 5.75% | 867,580 | -63,350 | -6.8% | -$53.34万 | 减仓 |
| AXGN | AXOGEN INC | $682.88万 | 5.37% | 147,842 | -21,000 | -12.4% | -$97.00万 | 减仓 |
| QUIK | QUICKLOGIC CORP | $514.47万 | 4.05% | 257,621 | -49,085 | -16.0% | -$98.02万 | 减仓 |
| IDXX | IDEXX LABS INC | $510.65万 | 4.02% | 9,700 | 0 | 0.0% | — | 不变 |
| BLZE | BACKBLAZE INC | $489.64万 | 3.85% | 308,725 | -30,300 | -8.9% | -$48.06万 | 减仓 |
| MSFT | MICROSOFT CORP | $416.78万 | 3.28% | 11,173 | -242 | -2.1% | -$9.03万 | 减仓 |
| VCYT | VERACYTE INC | $352.13万 | 2.77% | 59,958 | -15,375 | -20.4% | -$90.30万 | 减仓 |
| OOMA | OOMA INC | $340.14万 | 2.68% | 176,970 | -4,280 | -2.4% | -$8.23万 | 减仓 |
| PSNL | PERSONALIS INC | $320.26万 | 2.52% | 239,000 | 0 | 0.0% | — | 不变 |
| CYRX | CRYOPORT INC | $313.84万 | 2.47% | 199,897 | -3,350 | -1.6% | -$5.26万 | 减仓 |
| CIEN | CIENA CORP | $309.05万 | 2.43% | 6,300 | 0 | 0.0% | — | 不变 |
| LMAT | LEMAITRE VASCULAR INC | $243.21万 | 1.91% | 25,345 | -480 | -1.9% | -$4.61万 | 减仓 |
| MGNI | MAGNITE INC | $187.19万 | 1.47% | 98,625 | -20,650 | -17.3% | -$39.19万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $183.81万 | 1.45% | 20,257 | -402 | -1.9% | -$3.65万 | 减仓 |
| — | USIO INC | $173.69万 | 1.37% | 700,371 | -1,561 | -0.2% | -$3,871 | 减仓 |
| ONDS | ONDAS HOLDINGS | $166.02万 | 1.31% | 201,483 | -500 | -0.2% | -$4,120 | 减仓 |
| NEO | NEOGENOMICS INC | $160.55万 | 1.26% | 110,040 | -22,310 | -16.9% | -$32.55万 | 减仓 |
| PERI | PERION NETWORK LTD | $160.42万 | 1.26% | 165,215 | 8,350 | 5.3% | $8.11万 | 加仓 |
| NEOG | NEOGEN CORP | $159.57万 | 1.25% | 177,500 | -500 | -0.3% | -$4,495 | 减仓 |
| — | CREXENDO INC | $158.98万 | 1.25% | 212,825 | 17,975 | 9.2% | $13.43万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $151.55万 | 1.19% | 175,197 | 3,350 | 1.9% | $2.90万 | 加仓 |
| ABBV | ABBVIE INC | $133.55万 | 1.05% | 5,307 | -35 | -0.7% | -$8,807 | 减仓 |
| — | CREATIVE REALITIES INC | $123.92万 | 0.97% | 300,050 | 300,050 | — | $123.92万 | 新建仓 |
| — | LUCID DIAGNOSTICS INC | $120.38万 | 0.95% | 1,125,000 | -1,000 | -0.1% | -$1,070 | 减仓 |
| CDXS | CODEXIS INC | $118.90万 | 0.94% | 526,100 | -1,400 | -0.3% | -$3,164 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $110.01万 | 0.87% | 55,900 | 0 | 0.0% | — | 不变 |
| — | TRISALUS LIFE SCIENCES INC | $106.97万 | 0.84% | 235,101 | 5,000 | 2.2% | $2.28万 | 加仓 |
| — | TELA BIO INC | $103.13万 | 0.81% | 1,375,042 | -43,286 | -3.1% | -$3.25万 | 减仓 |
| — | BIODESIX INC | $100.61万 | 0.79% | 44,618 | -165 | -0.4% | -$3,721 | 减仓 |
| — | SAFE PRO GROUP INC | $99.81万 | 0.78% | 230,500 | -750 | -0.3% | -$3,248 | 减仓 |
| MRK | MERCK & CO INC | $96.38万 | 0.76% | 7,500 | -250 | -3.2% | -$3.21万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $91.17万 | 0.72% | 7,216 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $85.49万 | 0.67% | 53,837 | -1,058 | -1.9% | -$1.68万 | 减仓 |
| PFE | PFIZER INC | $81.29万 | 0.64% | 33,759 | -2,150 | -6.0% | -$5.18万 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $80.27万 | 0.63% | 28,750 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $76.68万 | 0.60% | 2,650 | 0 | 0.0% | — | 不变 |
| — | PROFOUND MED CORP | $76.00万 | 0.60% | 114,280 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $74.59万 | 0.59% | 12,350 | -200 | -1.6% | -$1.21万 | 减仓 |
| — | NEUROONE MED TECHNOLOGIES CO | $74.38万 | 0.58% | 244,656 | 244,656 | — | $74.38万 | 新建仓 |
| — | VIDA GLOBAL INC | $70.00万 | 0.55% | 250,000 | 250,000 | — | $70.00万 | 新建仓 |
| — | INUVO INC | $64.89万 | 0.51% | 515,011 | -67,280 | -11.6% | -$8.48万 | 减仓 |
| TGT | TARGET CORP | $62.04万 | 0.49% | 4,750 | -150 | -3.1% | -$1.96万 | 减仓 |
| — | OWLET INC | $61.13万 | 0.48% | 106,495 | 400 | 0.4% | $2,296 | 加仓 |
| — | ELAUWIT CONNECTION INC | $59.79万 | 0.47% | 55,500 | 0 | 0.0% | — | 不变 |
| — | MDXHEALTH SA | $57.97万 | 0.46% | 1,411,891 | -64,550 | -4.4% | -$2.65万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDGS PL | $50.66万 | 0.40% | 525 | -25 | -4.5% | -$2.41万 | 减仓 |
| ATRC | ATRICURE INC | $48.97万 | 0.39% | 17,500 | -8,600 | -33.0% | -$24.06万 | 减仓 |
| COP | CONOCOPHILLIPS | $48.34万 | 0.38% | 4,650 | -200 | -4.1% | -$2.08万 | 减仓 |
| NXPI | NXP SEMICONDUCTOR N V | $47.78万 | 0.38% | 1,700 | -100 | -5.6% | -$2.81万 | 减仓 |
| — | LIFEVANTAGE CORPORATION | $47.09万 | 0.37% | 75,458 | 0 | 0.0% | — | 不变 |
| CELC | CELCUITY INC | $47.08万 | 0.37% | 4,500 | -900 | -16.7% | -$9.42万 | 减仓 |
| GIS | GENERAL MILLS INC | $43.44万 | 0.34% | 8,375 | -500 | -5.6% | -$2.59万 | 减仓 |
| — | SKYWATER TECHNOLOGY INC | $41.44万 | 0.33% | 11,900 | -14,500 | -54.9% | -$50.49万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $41.37万 | 0.33% | 7,180 | -250 | -3.4% | -$1.44万 | 减仓 |
| DCI | DONALDSON INC | $41.29万 | 0.32% | 4,600 | 0 | 0.0% | — | 不变 |
| — | QT IMAGING HLDGS INC | $40.70万 | 0.32% | 100,000 | 100,000 | — | $40.70万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $38.56万 | 0.30% | 9,108 | 0 | 0.0% | — | 不变 |
| CSTL | CASTLE BIOSCIENCES INC | $38.49万 | 0.30% | 16,140 | 725 | 4.7% | $1.73万 | 加仓 |
| — | ELUTIA INC | $37.99万 | 0.30% | 694,094 | -62,800 | -8.3% | -$3.44万 | 减仓 |
| FAST | FASTENAL | $34.82万 | 0.27% | 7,250 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $33.10万 | 0.26% | 15,992 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $31.96万 | 0.25% | 8,650 | -550 | -6.0% | -$2.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $30.48万 | 0.24% | 1,200 | 0 | 0.0% | — | 不变 |
| — | BEELINE HOLDINGS INC | $29.04万 | 0.23% | 238,000 | -7,000 | -2.9% | -$8,540 | 减仓 |
| MRNA | MODERNA INC | $28.01万 | 0.22% | 4,000 | 0 | 0.0% | — | 不变 |
| — | EXAGEN INC | $26.41万 | 0.21% | 56,796 | -15,000 | -20.9% | -$6.97万 | 减仓 |
| — | APYX MEDICAL CORPORATION | $18.86万 | 0.15% | 42,000 | 0 | 0.0% | — | 不变 |
| — | AIRGAIN INC | $13.86万 | 0.11% | 22,000 | 0 | 0.0% | — | 不变 |
| PBYI | PUMA BIOTECHNOLOGY INC | $10.87万 | 0.09% | 13,400 | 900 | 7.2% | $7,299 | 加仓 |
| — | OPTIMIZERX CORP | $8.47万 | 0.07% | 14,808 | -1,100 | -6.9% | -$6,292 | 减仓 |
| — | IRIDEX CORP | $8.11万 | 0.06% | 70,800 | 15,500 | 28.0% | $1.77万 | 加仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $6.21万 | 0.05% | 18,200 | 18,200 | — | $6.21万 | 新建仓 |
| SOPH | SOPHIA GENETICS SA | $6.06万 | 0.05% | 10,500 | 0 | 0.0% | — | 不变 |
| — | PULMONX CORP | $5.13万 | 0.04% | 39,500 | -1,500 | -3.7% | -$1,950 | 减仓 |
| — | DYADIC INTL INC DEL | $4.31万 | 0.03% | 48,050 | 0 | 0.0% | — | 不变 |
| — | ACCURAY INC DEL | $5,156 | 0.00% | 20,000 | -32,500 | -61.9% | -$8,378 | 减仓 |
| — | INOGEN INC | $0 | 0.00% | 0 | -199,600 | -100.0% | -$123.35万 | 清仓 |
| — | NEUROONE MEDICAL TECHNOLOGIES | $0 | 0.00% | 0 | -1,473,000 | -100.0% | -$114.38万 | 清仓 |
| — | CPS TECHNOLOGIES CORP | $0 | 0.00% | 0 | -200,585 | -100.0% | -$75.02万 | 清仓 |
| ANIP | ANI PHARMACEUTICALS INC | $0 | 0.00% | 0 | -7,841 | -100.0% | -$60.30万 | 清仓 |
| PLUS | EPLUS INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$37.62万 | 清仓 |
| DGII | DIGI INTL INC | $0 | 0.00% | 0 | -7,333 | -100.0% | -$35.34万 | 清仓 |
| VCEL | VERICEL CORP | $0 | 0.00% | 0 | -10,450 | -100.0% | -$33.62万 | 清仓 |
| — | VERITONE INC | $0 | 0.00% | 0 | -157,250 | -100.0% | -$30.98万 | 清仓 |
| — | BIOLIFE SOLUTIONS INC | $0 | 0.00% | 0 | -12,500 | -100.0% | -$23.85万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,194 | -100.0% | -$20.26万 | 清仓 |
| ASUR | ASURE SOFTWARE INC | $0 | 0.00% | 0 | -23,500 | -100.0% | -$20.21万 | 清仓 |
| — | ROCKWELL MED INC | $0 | 0.00% | 0 | -70,371 | -100.0% | -$6.29万 | 清仓 |