INCOME RESEARCH & MANAGEMENT
Boston MA · SEC CIK 0001165830
$1.84亿2026Q2 申报市值
30持仓数
51.6%前十大占比 · 第一大 5.8%
5 / 1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
LNT 新建仓+$990.36万
WEC 新建仓+$961.71万
SOUTHERN CO 新建仓+$943.87万
FE 新建仓+$373.03万
FE 新建仓+$300.71万
2026Q2 卖出最多 按季末市值估算
AMERICAN WTR CAP 清仓-$932.24万
AKAM 减仓-$425.41万
ON 减仓-$371.14万
BOFA FIN LLC 减仓-$163.35万
NVST 减仓-$137.08万
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 |
|---|---|---|---|---|---|---|---|---|
| — | BOFA FIN LLC | $1,068.40万 | 5.79% | 8,503,000 | -1,300,000 | -13.3% | -$163.35万 | 减仓 |
| — | EURONET WORLDWIDE INC | $1,026.56万 | 5.56% | 12,112,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1,023.78万 | 5.55% | 8,560,000 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $990.36万 | 5.37% | 9,000,000 | 9,000,000 | — | $990.36万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $961.71万 | 5.21% | 9,265,000 | 9,265,000 | — | $961.71万 | 新建仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $959.61万 | 5.20% | 9,227,000 | -900,000 | -8.9% | -$93.60万 | 减仓 |
| — | SOUTHERN CO | $943.87万 | 5.12% | 9,340,000 | 9,340,000 | — | $943.87万 | 新建仓 |
| — | BLOCK INC | $893.02万 | 4.84% | 9,425,000 | -900,000 | -8.7% | -$85.28万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $867.60万 | 4.70% | 7,200,000 | -3,080,000 | -30.0% | -$371.14万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $781.08万 | 4.23% | 6,518,000 | -3,550,000 | -35.3% | -$425.41万 | 减仓 |
| — | MICROCHIP TECHNOLOGY INC. | $767.15万 | 4.16% | 6,978,000 | 0 | 0.0% | — | 不变 |
| NVST | ENVISTA HOLDINGS CORPORATION | $734.94万 | 3.98% | 7,345,000 | -1,370,000 | -15.7% | -$137.08万 | 减仓 |
| — | GLOBAL PMTS INC | $702.74万 | 3.81% | 7,830,000 | 0 | 0.0% | — | 不变 |
| — | NEXTERA ENERGY CAP HLDGS INC | $672.51万 | 3.65% | 5,120,000 | -800,000 | -13.5% | -$105.08万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $640.46万 | 3.47% | 6,215,000 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $629.31万 | 3.41% | 6,892,000 | -1,450,000 | -17.4% | -$132.40万 | 减仓 |
| EVRG | EVERGY INC | $529.42万 | 2.87% | 3,722,000 | -600,000 | -13.9% | -$85.34万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $508.50万 | 2.76% | 100,000 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $508.31万 | 2.76% | 5,451,000 | -650,000 | -10.7% | -$60.61万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $504.85万 | 2.74% | 100,000 | 0 | 0.0% | — | 不变 |
| TAXX | BONDBLOXX ETF TRUST | $492.18万 | 2.67% | 97,000 | -3,000 | -3.0% | -$15.22万 | 减仓 |
| — | GLADSTONE CAP CORP | $464.34万 | 2.52% | 4,830,000 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $373.03万 | 2.02% | 3,360,000 | 3,360,000 | — | $373.03万 | 新建仓 |
| — | PINNACLE WEST CAP CORP | $361.17万 | 1.96% | 3,031,000 | 0 | 0.0% | — | 不变 |
| — | HAEMONETICS CORP MASS | $330.53万 | 1.79% | 3,270,000 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $300.71万 | 1.63% | 2,755,000 | 2,755,000 | — | $300.71万 | 新建仓 |
| — | HARBOR ETF TRUST | $204.47万 | 1.11% | 50,000 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $92.90万 | 0.50% | 803 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $70.03万 | 0.38% | 740,000 | 435,000 | 142.6% | $41.16万 | 加仓 |
| — | BANK OF AMER CORP | $44.53万 | 0.24% | 355 | 0 | 0.0% | — | 不变 |
| — | AMERICAN WTR CAP CORP | $0 | 0.00% | 0 | -9,343,000 | -100.0% | -$932.24万 | 清仓 |