Potomac Capital Management, Inc.
NEW YORK NY · SEC CIK 0001418746
$1.47亿2026Q2 申报市值
68持仓数
55.0%前十大占比 · 第一大 11.8%
11 / 14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
PESI 加仓+$257.65万
LESAKA TECHNOLOG 加仓+$200.17万
SCHMID GROUP NV 新建仓+$180.41万
ACV AUCTIONS INC 新建仓+$141.79万
SERVICE PROPERTI 新建仓+$109.34万
2026Q2 卖出最多 按季末市值估算
ECHO 减仓-$329.65万
CNDT 重新持有-$218.36万
KVHI 减仓-$203.55万
ATEX 减仓-$192.82万
HCKT 清仓-$152.35万
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 |
|---|---|---|---|---|---|---|---|---|
| ECHO | ECHOSTAR HOLDING CORP-A | $1,727.87万 | 11.79% | 166,277 | -31,723 | -16.0% | -$329.65万 | 减仓 |
| ATEX | ANTERIX INC | $1,596.30万 | 10.89% | 155,071 | -18,731 | -10.8% | -$192.82万 | 减仓 |
| — | LESAKA TECHNOLOGIES INC | $752.96万 | 5.14% | 1,515,000 | 402,758 | 36.2% | $200.17万 | 加仓 |
| PESI | PERMA-FIX ENVIRONMENTAL SVCS | $681.63万 | 4.65% | 477,000 | 180,300 | 60.8% | $257.65万 | 加仓 |
| DSP | VIANT TECHNOLOGY INC-A | $681.11万 | 4.65% | 538,000 | 5,364 | 1.0% | $6.79万 | 加仓 |
| — | CONX CORP | $668.85万 | 4.56% | 1,046,710 | -150,000 | -12.5% | -$95.85万 | 减仓 |
| — | WIDEPOINT CORP | $523.53万 | 3.57% | 299,162 | 26,382 | 9.7% | $46.17万 | 加仓 |
| XPER | XPERI INC-W/I | $513.80万 | 3.51% | 624,300 | 5,000 | 0.8% | $4.12万 | 加仓 |
| INSE | INSPIRED ENTERTAINMENT INC | $508.86万 | 3.47% | 616,800 | 200 | 0.0% | $1,650 | 加仓 |
| IWM | ISHARES RUSSELL 2000 看跌期权 | $405.61万 | 2.77% | 13,500 | 3,500 | 35.0% | $105.16万 | 重新持有 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $375.96万 | 2.57% | 313,300 | -10,882 | -3.4% | -$13.06万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES 看跌期权 | $368.20万 | 2.51% | 5,000 | 5,000 | — | $368.20万 | 新建仓 |
| — | CLARUS CORPORATION | $356.26万 | 2.43% | 1,131,000 | 0 | 0.0% | — | 不变 |
| AIOT | POWERFLEET INC | $349.30万 | 2.38% | 912,000 | 800 | 0.1% | $3,064 | 加仓 |
| ALLT | ALLOT COMMUNICATIONS LTD | $330.64万 | 2.26% | 373,600 | 200 | 0.1% | $1,770 | 加仓 |
| GRPN | GROUPON INC | $296.42万 | 2.02% | 123,200 | -32,600 | -20.9% | -$78.44万 | 减仓 |
| LION | LIONSGATE STUDIOS HOLDING CO | $258.74万 | 1.77% | 169,000 | -47,975 | -22.1% | -$73.45万 | 减仓 |
| KVHI | KVH INDUSTRIES INC | $258.16万 | 1.76% | 260,501 | -205,399 | -44.1% | -$203.55万 | 减仓 |
| FENC | FENNEC PHARMACEUTICALS INC | $241.23万 | 1.65% | 224,400 | 0 | 0.0% | — | 不变 |
| — | GAIN THERAPEUTICS INC | $192.12万 | 1.31% | 946,400 | -62,200 | -6.2% | -$12.63万 | 减仓 |
| — | SCHMID GROUP NV | $180.41万 | 1.23% | 288,200 | 288,200 | — | $180.41万 | 新建仓 |
| GPGI | GPGI INC | $179.90万 | 1.23% | 113,500 | 0 | 0.0% | — | 不变 |
| CODI | COMPASS DIVERSIFIED | $175.89万 | 1.20% | 165,000 | -78,300 | -32.2% | -$83.47万 | 减仓 |
| — | TECHPRECISION CORP | $146.40万 | 1.00% | 279,396 | 29,835 | 12.0% | $15.63万 | 加仓 |
| CDZI | CADIZ INC | $146.30万 | 1.00% | 350,000 | 15,000 | 4.5% | $6.27万 | 加仓 |
| — | ACV AUCTIONS INC-A | $141.79万 | 0.97% | 197,200 | 197,200 | — | $141.79万 | 新建仓 |
| NN | NEXTNAV INC | $140.77万 | 0.96% | 78,950 | 41,450 | 110.5% | $73.91万 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC | $134.80万 | 0.92% | 100,000 | 0 | 0.0% | — | 不变 |
| — | GSI TECHNOLOGY INC | $129.95万 | 0.89% | 168,110 | -180,290 | -51.7% | -$139.36万 | 减仓 |
| III | INFORMATION SERVICES GROUP | $119.93万 | 0.82% | 291,800 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $113.96万 | 0.78% | 20,000 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $113.28万 | 0.77% | 40,000 | 28,000 | 233.3% | $79.30万 | 加仓 |
| — | SERVICE PROPERTIES TRUST | $109.34万 | 0.75% | 647,000 | 647,000 | — | $109.34万 | 新建仓 |
| BABA | ALIBABA GROUP HOLDING LTD | $103.66万 | 0.71% | 10,800 | 0 | 0.0% | — | 不变 |
| ATEX | ANTERIX INC 看跌期权 | $102.94万 | 0.70% | 10,000 | 2,500 | 33.3% | $25.73万 | 加仓 |
| — | AMERICAN VANGUARD CORP | $100.46万 | 0.69% | 358,780 | -263,270 | -42.3% | -$73.72万 | 减仓 |
| EOLS | EVOLUS INC | $98.20万 | 0.67% | 141,500 | 0 | 0.0% | — | 不变 |
| GILT | GILAT SATELLITE NETWORKS LTD | $96.95万 | 0.66% | 72,842 | 0 | 0.0% | — | 不变 |
| BW | BABCOCK & WILCOX ENTERPR | $90.24万 | 0.62% | 64,000 | 0 | 0.0% | — | 不变 |
| VXX | IPATH SERIES B S&P 500 VIX | $89.02万 | 0.61% | 40,300 | 26,300 | 187.9% | $58.10万 | 重新持有 |
| AVPT | AVEPOINT INC | $84.64万 | 0.58% | 75,500 | 75,500 | — | $84.64万 | 新建仓 |
| KOPN | KOPIN CORP | $82.88万 | 0.57% | 185,000 | 185,000 | — | $82.88万 | 新建仓 |
| PRCH | PORCH GROUP INC | $75.20万 | 0.51% | 50,000 | -11,500 | -18.7% | -$17.30万 | 减仓 |
| NN | NEXTNAV INC 看涨期权 | $71.32万 | 0.49% | 40,000 | 30,000 | 300.0% | $53.49万 | 加仓 |
| — | 5E ADVANCED MATERIALS INC | $70.38万 | 0.48% | 506,300 | 0 | 0.0% | — | 不变 |
| — | ISPIRE TECHNOLOGY INC | $67.04万 | 0.46% | 598,600 | 598,600 | — | $67.04万 | 新建仓 |
| PRTH | PRIORITY TECHNOLOGY HOLDINGS | $61.50万 | 0.42% | 92,206 | -16,594 | -15.3% | -$11.07万 | 减仓 |
| CDXS | CODEXIS INC | $58.76万 | 0.40% | 260,000 | -14,200 | -5.2% | -$3.21万 | 减仓 |
| PCYO | PURE CYCLE CORP | $52.22万 | 0.36% | 48,756 | 0 | 0.0% | — | 不变 |
| — | INTRUSION INC | $48.15万 | 0.33% | 518,429 | 53,014 | 11.4% | $4.92万 | 加仓 |
| — | XCEL BRANDS INC | $45.01万 | 0.31% | 250,058 | -158,342 | -38.8% | -$28.50万 | 减仓 |
| — | OWLET INC | $44.44万 | 0.30% | 77,420 | 6,920 | 9.8% | $3.97万 | 加仓 |
| RMNI | RIMINI STREET INC | $40.61万 | 0.28% | 95,328 | 11,395 | 13.6% | $4.85万 | 加仓 |
| FPH | FIVE POINT HOLDINGS LLC-CL A | $39.52万 | 0.27% | 75,000 | 15,000 | 25.0% | $7.91万 | 加仓 |
| — | BRILLIANT EARTH GROUP INC-A | $38.42万 | 0.26% | 340,000 | 25,000 | 7.9% | $2.83万 | 加仓 |
| SHOE | SHOE STATION GROUP INC | $27.88万 | 0.19% | 18,800 | 0 | 0.0% | — | 不变 |
| — | CPI CARD GROUP INC | $24.94万 | 0.17% | 12,000 | -100 | -0.8% | -$2,078 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INSTITUT 看跌期权 | $21.39万 | 0.15% | 5,000 | 5,000 | — | $21.39万 | 新建仓 |
| UIS | UNISYS CORP | $18.30万 | 0.12% | 50,000 | -45,600 | -47.7% | -$16.69万 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $13.90万 | 0.09% | 10,000 | -67,200 | -87.0% | -$93.41万 | 减仓 |
| FIGS | FIGS INC-CLASS A | $12.79万 | 0.09% | 12,500 | 12,500 | — | $12.79万 | 新建仓 |
| DSP | VIANT TECHNOLOGY INC-A 看涨期权 | $12.79万 | 0.09% | 10,100 | -26,900 | -72.7% | -$34.06万 | 重新持有 |
| RELL | RICHARDSON ELEC LTD | $9.51万 | 0.06% | 5,000 | 5,000 | — | $9.51万 | 新建仓 |
| AVNW | AVIAT NETWORKS INC | $7.99万 | 0.05% | 3,600 | 1,600 | 80.0% | $3.55万 | 加仓 |
| — | REE AUTOMOTIVE LTD - CLASS A | $7.79万 | 0.05% | 397,585 | -10,615 | -2.6% | -$2,081 | 减仓 |
| CNDT | CONDUENT INC | $7.30万 | 0.05% | 50,000 | -1,495,619 | -96.8% | -$218.36万 | 重新持有 |
| MATW | MATTHEWS INTL CORP-CL A | $6.06万 | 0.04% | 2,250 | 0 | 0.0% | — | 不变 |
| SPT | SPROUT SOCIAL INC - CLASS A | $755 | 0.00% | 100 | 100 | — | $755 | 新建仓 |
| HCKT | THE HACKET GROUP INC | $0 | 0.00% | 0 | -117,104 | -100.0% | -$152.35万 | 清仓 |
| — | PIXELWORKS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$108.00万 | 清仓 |
| — | MAGNACHIP SEMICONDUCT-DEP SH | $0 | 0.00% | 0 | -365,000 | -100.0% | -$102.20万 | 清仓 |
| — | CREXENDO INC | $0 | 0.00% | 0 | -139,568 | -100.0% | -$86.11万 | 清仓 |
| QLD | PROSHARES ULTRA QQQ | $0 | 0.00% | 0 | -12,100 | -100.0% | -$73.81万 | 清仓 |
| — | DOUBLEDOWN INTERACTIVE -ADR | $0 | 0.00% | 0 | -79,100 | -100.0% | -$66.84万 | 清仓 |
| — | MCDERMOTT INTERNATIONAL LTD | $0 | 0.00% | 0 | -20,000 | -100.0% | -$52.00万 | 清仓 |
| — | LUNA INNOVATIONS INC | $0 | 0.00% | 0 | -461,770 | -100.0% | -$50.79万 | 清仓 |
| DHC | DIVERSIFIED HEALTHCARE TRUST | $0 | 0.00% | 0 | -60,000 | -100.0% | -$39.84万 | 清仓 |
| — | T STAMP INC-CLASS A | $0 | 0.00% | 0 | -160,900 | -100.0% | -$38.46万 | 清仓 |
| — | SERVICE PROPERTIES TRUST | $0 | 0.00% | 0 | -209,000 | -100.0% | -$28.32万 | 清仓 |
| — | AXT INC 看跌期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$8.55万 | 清仓 |
| XPER | XPERI INC-W/I 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5,600 | 清仓 |
| — | INSEEGO CORP | $0 | 0.00% | 0 | -300 | -100.0% | -$3,336 | 清仓 |