INCOME RESEARCH & MANAGEMENT
Boston MA · SEC CIK 0001165830
$1.69亿2026Q1 申报市值
26持仓数
59.4%前十大占比 · 第一大 7.0%
0 / 6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
UBER 加仓+$496.63万
BLOCK INC 加仓+$171.95万
ETSY 加仓+$7.44万
2026Q1 卖出最多 按季末市值估算
DUKE ENERGY CORP 清仓-$912.37万
EXPEDIA GROUP IN 清仓-$837.96万
VENTAS RLTY LTD 清仓-$773.07万
FORD MTR CO 清仓-$662.87万
CNP 清仓-$40.57万
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 |
|---|---|---|---|---|---|---|---|---|
| — | BOFA FIN LLC | $1,172.44万 | 6.95% | 9,803,000 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,166.38万 | 6.92% | 10,068,000 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $1,031.94万 | 6.12% | 10,127,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1,029.34万 | 6.10% | 8,560,000 | 4,130,000 | 93.2% | $496.63万 | 加仓 |
| — | EURONET WORLDWIDE INC | $1,022.25万 | 6.06% | 12,112,000 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $1,004.87万 | 5.96% | 10,280,000 | 0 | 0.0% | — | 不变 |
| — | BLOCK INC | $964.87万 | 5.72% | 10,325,000 | 1,840,000 | 21.7% | $171.95万 | 加仓 |
| — | AMERICAN WTR CAP CORP | $932.24万 | 5.53% | 9,343,000 | -325,000 | -3.4% | -$32.43万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $864.42万 | 5.13% | 8,715,000 | 0 | 0.0% | — | 不变 |
| — | NEXTERA ENERGY CAP HLDGS INC | $821.40万 | 4.87% | 5,920,000 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $744.86万 | 4.42% | 8,342,000 | 0 | 0.0% | — | 不变 |
| — | GLOBAL PMTS INC | $689.86万 | 4.09% | 7,830,000 | 0 | 0.0% | — | 不变 |
| — | MICROCHIP TECHNOLOGY INC. | $689.57万 | 4.09% | 6,978,000 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP | $598.50万 | 3.55% | 6,215,000 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $583.04万 | 3.46% | 4,322,000 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $561.90万 | 3.33% | 6,101,000 | 0 | 0.0% | — | 不变 |
| TAXX | BONDBLOXX ETF TRUST | $505.55万 | 3.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | BONDBLOXX ETF TRUST | $501.67万 | 2.98% | 100,000 | 0 | 0.0% | — | 不变 |
| — | BONDBLOXX ETF TRUST | $498.31万 | 2.96% | 100,000 | 0 | 0.0% | — | 不变 |
| — | GLADSTONE CAP CORP | $451.74万 | 2.68% | 4,830,000 | 0 | 0.0% | — | 不变 |
| — | PINNACLE WEST CAP CORP | $347.05万 | 2.06% | 3,031,000 | 0 | 0.0% | — | 不变 |
| — | HAEMONETICS CORP MASS | $311.24万 | 1.85% | 3,270,000 | 0 | 0.0% | — | 不变 |
| — | HARBOR ETF TRUST | $204.32万 | 1.21% | 50,000 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $92.92万 | 0.55% | 803 | 0 | 0.0% | — | 不变 |
| — | BANK AMERICA CORP | $42.27万 | 0.25% | 355 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $28.38万 | 0.17% | 305,000 | 80,000 | 35.6% | $7.44万 | 加仓 |
| — | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -8,858,000 | -100.0% | -$912.37万 | 清仓 |
| — | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -7,512,000 | -100.0% | -$837.96万 | 清仓 |
| — | VENTAS RLTY LTD PARTNERSHIP | $0 | 0.00% | 0 | -5,475,000 | -100.0% | -$773.07万 | 清仓 |
| — | FORD MTR CO | $0 | 0.00% | 0 | -6,383,000 | -100.0% | -$662.87万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -371,000 | -100.0% | -$40.57万 | 清仓 |
| CABO | CABLE ONE INC | $0 | 0.00% | 0 | -75,000 | -100.0% | -$6.10万 | 清仓 |