Palisades Investment Partners, LLC
SANTA MONICA CA · SEC CIK 0001427373
$3.52亿2026Q2 申报市值
53持仓数
43.2%前十大占比 · 第一大 8.9%
8 / 6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
ICHR 新建仓+$1,007.38万
WLFC 加仓+$931.22万
SATL 新建仓+$772.70万
OSS 新建仓+$753.36万
VOYG 新建仓+$653.79万
2026Q2 卖出最多 按季末市值估算
IWM 清仓-$844.81万
MEDP 减仓-$757.15万
WGS 清仓-$590.81万
MMYT 减仓-$563.02万
BMI 减仓-$457.72万
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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | $0 | 0.00% | 0 | -34,065 | -100.0% | -$844.81万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -91,996 | -100.0% | -$590.81万 | 清仓 |
| ROOT | ROOT INC | $0 | 0.00% | 0 | -90,336 | -100.0% | -$399.01万 | 清仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $0 | 0.00% | 0 | -64,354 | -100.0% | -$132.12万 | 清仓 |
| LMAT | LEMAITRE VASCULAR INC | $0 | 0.00% | 0 | -4,453 | -100.0% | -$48.61万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -1,070 | -100.0% | -$33.58万 | 清仓 |
| DCTH | DELCATH SYS INC | $29.30万 | 0.08% | 23,273 | 9,510 | 69.1% | $11.97万 | 加仓 |
| BMI | BADGER METER INC | $69.95万 | 0.20% | 4,714 | -30,848 | -86.7% | -$457.72万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $77.33万 | 0.22% | 31,065 | 686 | 2.3% | $1.71万 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $89.62万 | 0.25% | 16,817 | -105,653 | -86.3% | -$563.02万 | 减仓 |
| COHU | COHU INC | $101.78万 | 0.29% | 13,771 | 13,771 | — | $101.78万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $117.36万 | 0.33% | 2,216 | -14,297 | -86.6% | -$757.15万 | 减仓 |
| FRPH | FRP HLDGS INC | $117.40万 | 0.33% | 46,978 | 876 | 1.9% | $2.19万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $164.14万 | 0.47% | 22,427 | 5,495 | 32.5% | $40.22万 | 加仓 |
| CAMT | CAMTEK LTD | $165.42万 | 0.47% | 10,141 | 2,936 | 40.7% | $47.89万 | 加仓 |
| — | TECOGEN INC NEW | $168.65万 | 0.48% | 323,090 | -10,817 | -3.2% | -$5.65万 | 减仓 |
| ARTNA | ARTESIAN RES CORP | $190.88万 | 0.54% | 56,160 | 1,278 | 2.3% | $4.34万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $229.05万 | 0.65% | 25,242 | 461 | 1.9% | $4.18万 | 加仓 |
| ASYS | AMTECH SYS INC | $237.01万 | 0.67% | 102,691 | 2,035 | 2.0% | $4.70万 | 加仓 |
| KINS | KINGSTONE COS INC | $283.20万 | 0.81% | 148,764 | -258 | -0.2% | -$4,911 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $301.86万 | 0.86% | 13,954 | -187 | -1.3% | -$4.05万 | 减仓 |
| SPSC | SPS COMM INC | $319.22万 | 0.91% | 55,838 | 1,242 | 2.3% | $7.10万 | 加仓 |
| UMAC | UNUSUAL MACHS INC | $332.54万 | 0.95% | 149,122 | -6,555 | -4.2% | -$14.62万 | 减仓 |
| CRMD | CORMEDIX INC | $334.84万 | 0.95% | 426,543 | -183,605 | -30.1% | -$144.13万 | 减仓 |
| SF | STIFEL FINL CORP | $349.87万 | 1.00% | 50,146 | 1,142 | 2.3% | $7.97万 | 加仓 |
| POET | POET TECHNOLOGIES INC | $357.27万 | 1.02% | 347,540 | 347,540 | — | $357.27万 | 新建仓 |
| OTTR | OTTER TAIL CORP | $392.16万 | 1.12% | 43,583 | -786 | -1.8% | -$7.07万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $432.16万 | 1.23% | 192,842 | 2,926 | 1.5% | $6.56万 | 加仓 |
| — | SILICOM LTD | $432.81万 | 1.23% | 90,281 | 90,281 | — | $432.81万 | 新建仓 |
| INTA | INTAPP INC | $454.84万 | 1.29% | 180,421 | 3,962 | 2.2% | $9.99万 | 加仓 |
| HYLN | HYLIION HOLDINGS CORP | $473.03万 | 1.35% | 907,933 | 907,933 | — | $473.03万 | 新建仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $510.68万 | 1.45% | 368,459 | -1,017 | -0.3% | -$1.41万 | 减仓 |
| MC | MOELIS & CO | $552.80万 | 1.57% | 84,500 | 6,873 | 8.9% | $44.96万 | 加仓 |
| FFBC | 1ST FINL BANCORP | $559.62万 | 1.59% | 165,423 | 4,058 | 2.5% | $13.73万 | 加仓 |
| FISI | FINANCIAL INSTITUTIONS INC | $592.14万 | 1.68% | 150,826 | 4,322 | 3.0% | $16.97万 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $650.56万 | 1.85% | 156,720 | 4,144 | 2.7% | $17.20万 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $653.79万 | 1.86% | 202,726 | 202,726 | — | $653.79万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $679.31万 | 1.93% | 262,991 | 7,741 | 3.0% | $20.00万 | 加仓 |
| ITRI | ITRON INC | $690.57万 | 1.96% | 79,808 | 574 | 0.7% | $4.97万 | 加仓 |
| OSS | ONE STOP SYS INC | $753.36万 | 2.14% | 414,392 | 414,392 | — | $753.36万 | 新建仓 |
| SATL | SATELLOGIC INC | $772.70万 | 2.20% | 1,351,004 | 1,351,004 | — | $772.70万 | 新建仓 |
| MPTI | M-TRON INDS INC | $815.96万 | 2.32% | 82,296 | 1,269 | 1.6% | $12.58万 | 加仓 |
| PAYS | PAYSIGN INC | $819.51万 | 2.33% | 1,000,758 | 6,862 | 0.7% | $5.62万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $857.79万 | 2.44% | 22,666 | 451 | 2.0% | $17.07万 | 加仓 |
| — | SKYWATER TECHNOLOGY INC | $905.81万 | 2.58% | 260,150 | -746 | -0.3% | -$2.60万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $927.07万 | 2.64% | 11,045 | 2,351 | 27.0% | $197.33万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $990.42万 | 2.82% | 463,047 | 30,381 | 7.0% | $64.98万 | 加仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $996.64万 | 2.83% | 609,566 | 12,074 | 2.0% | $19.74万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $1,007.38万 | 2.87% | 89,720 | 89,720 | — | $1,007.38万 | 新建仓 |
| VCYT | VERACYTE INC | $1,027.97万 | 2.92% | 175,034 | 4,431 | 2.6% | $26.02万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $1,029.39万 | 2.93% | 38,826 | 1,125 | 3.0% | $29.83万 | 加仓 |
| PAY | PAYMENTUS HOLDINGS INC | $1,041.04万 | 2.96% | 430,896 | 1,762 | 0.4% | $4.26万 | 加仓 |
| IESC | IES HOLDINGS INC | $1,102.12万 | 3.13% | 15,003 | 382 | 2.6% | $28.06万 | 加仓 |
| ENVA | ENOVA INTL INC | $1,436.89万 | 4.09% | 59,689 | 782 | 1.3% | $18.83万 | 加仓 |
| WLFC | WILLIS LEASE FIN CORP | $1,442.33万 | 4.10% | 63,039 | 40,700 | 182.2% | $931.22万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1,551.37万 | 4.41% | 273,080 | 17,840 | 7.0% | $101.35万 | 加仓 |
| PKE | PARK AEROSPACE CORP | $1,660.40万 | 4.72% | 435,116 | 18,115 | 4.3% | $69.13万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $1,776.62万 | 5.05% | 47,801 | 2,396 | 5.3% | $89.05万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $3,134.30万 | 8.91% | 127,842 | 4,416 | 3.6% | $108.27万 | 加仓 |