Informed Momentum Co LLC
SOLANA BEACH CA · SEC CIK 0001510989
$8.65亿2026Q1 申报市值
273持仓数
11.2%前十大占比 · 第一大 1.7%
122 / 100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
GLNG 新建仓+$831.68万
MOG/A 新建仓+$781.79万
MOD 新建仓+$763.71万
MYRG 新建仓+$705.52万
DAN 新建仓+$666.60万
2026Q1 卖出最多 按季末市值估算
CRDO 清仓-$1,127.36万
LITE 减仓-$931.30万
SNDK 减仓-$931.15万
MDGL 清仓-$747.55万
ZWS 清仓-$720.65万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| CRDO | Credo Technology Group Holding Ltd | $0 | 0.00% | 0 | -78,349 | -100.0% | -$1,127.36万 | 清仓 |
| MDGL | Madrigal Pharmaceuticals Inc | $0 | 0.00% | 0 | -12,837 | -100.0% | -$747.55万 | 清仓 |
| GH | Guardant Health Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SANM | Sanmina Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZWS | Zurn Elkay Water Solutions Corp | $0 | 0.00% | 0 | -155,011 | -100.0% | -$720.65万 | 清仓 |
| HL | Hecla Mining Co | $0 | 0.00% | 0 | -374,547 | -100.0% | -$718.76万 | 清仓 |
| TRVI | Trevi Therapeutics Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IRTC | iRhythm Technologies Inc | $0 | 0.00% | 0 | -37,092 | -100.0% | -$658.16万 | 清仓 |
| — | Indivior PLC | $0 | 0.00% | 0 | -182,473 | -100.0% | -$654.71万 | 清仓 |
| SPXC | SPX Technologies Inc | $0 | 0.00% | 0 | -31,737 | -100.0% | -$634.93万 | 清仓 |
| REAL | RealReal Inc/The | $0 | 0.00% | 0 | -399,091 | -100.0% | -$629.77万 | 清仓 |
| ENVA | Enova International Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARQT | Arcutis Biotherapeutics Inc | $0 | 0.00% | 0 | -213,863 | -100.0% | -$621.06万 | 清仓 |
| RYTM | Rhythm Pharmaceuticals Inc | $0 | 0.00% | 0 | -57,327 | -100.0% | -$613.63万 | 清仓 |
| TARS | Tarsus Pharmaceuticals Inc | $0 | 0.00% | 0 | -72,922 | -100.0% | -$597.09万 | 清仓 |
| AMKR | Amkor Technology Inc | $0 | 0.00% | 0 | -147,016 | -100.0% | -$580.42万 | 清仓 |
| W | Wayfair Inc | $0 | 0.00% | 0 | -57,521 | -100.0% | -$577.57万 | 清仓 |
| ADPT | Adaptive Biotechnologies Corp | $0 | 0.00% | 0 | -351,297 | -100.0% | -$570.51万 | 清仓 |
| RMBS | Rambus Inc | $0 | 0.00% | 0 | -60,957 | -100.0% | -$560.13万 | 清仓 |
| XMTR | Xometry Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMG | Affiliated Managers Group Inc | $0 | 0.00% | 0 | -19,138 | -100.0% | -$551.71万 | 清仓 |
| PTCT | PTC Therapeutics Inc | $0 | 0.00% | 0 | -71,735 | -100.0% | -$544.90万 | 清仓 |
| FROG | JFrog Ltd | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORA | Ormat Technologies Inc | $0 | 0.00% | 0 | -48,762 | -100.0% | -$538.67万 | 清仓 |
| AMRX | Amneal Pharmaceuticals Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVZ | Invesco Ltd | $0 | 0.00% | 0 | -200,876 | -100.0% | -$527.70万 | 清仓 |
| SF | Stifel Financial Corp | $0 | 0.00% | 0 | -62,406 | -100.0% | -$520.97万 | 清仓 |
| NYT | New York Times Co/The | $0 | 0.00% | 0 | -73,482 | -100.0% | -$510.11万 | 清仓 |
| CECO | CECO Environmental Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VSXY | Victoria's Secret & Co | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KALU | Kaiser Aluminum Corp | $0 | 0.00% | 0 | -43,017 | -100.0% | -$494.09万 | 清仓 |
| PFSI | PennyMac Financial Services Inc | $0 | 0.00% | 0 | -37,009 | -100.0% | -$487.93万 | 清仓 |
| DDS | Dillard's Inc | $0 | 0.00% | 0 | -7,919 | -100.0% | -$480.16万 | 清仓 |
| COCO | Vita Coco Co Inc/The | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LMND | Lemonade Inc | $0 | 0.00% | 0 | -64,080 | -100.0% | -$456.12万 | 清仓 |
| TSHA | Taysha Gene Therapies Inc | $0 | 0.00% | 0 | -823,758 | -100.0% | -$453.07万 | 清仓 |
| GPGI | CompoSecure Inc | $0 | 0.00% | 0 | -234,967 | -100.0% | -$453.02万 | 清仓 |
| MIR | Watling Street Capital Partners LLP | $0 | 0.00% | 0 | -193,324 | -100.0% | -$452.76万 | 清仓 |
| HNRG | Hallador Energy Co | $0 | 0.00% | 0 | -237,667 | -100.0% | -$452.52万 | 清仓 |
| UVE | Universal Insurance Holdings Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ATEC | Alphatec Holdings Inc | $0 | 0.00% | 0 | -212,278 | -100.0% | -$446.63万 | 清仓 |
| MCY | Mercury General Corp | $0 | 0.00% | 0 | -46,268 | -100.0% | -$435.20万 | 清仓 |
| JAZZ | Jazz Pharmaceuticals PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HCSG | Healthcare Services Group Inc | $0 | 0.00% | 0 | -221,505 | -100.0% | -$423.52万 | 清仓 |
| WVE | WaVe Life Sciences Ltd | $0 | 0.00% | 0 | -248,815 | -100.0% | -$422.99万 | 清仓 |
| CUBI | Customers Bancorp Inc | $0 | 0.00% | 0 | -57,392 | -100.0% | -$419.65万 | 清仓 |
| TVTX | Travere Therapeutics Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LUMN | Lumen Technologies Inc | $0 | 0.00% | 0 | -531,219 | -100.0% | -$412.76万 | 清仓 |
| IDCC | InterDigital Inc | $0 | 0.00% | 0 | -12,616 | -100.0% | -$401.67万 | 清仓 |
| LGND | Ligand Pharmaceuticals Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| URBN | Urban Outfitters Inc | $0 | 0.00% | 0 | -52,441 | -100.0% | -$394.67万 | 清仓 |
| MD | Pediatrix Medical Group Inc | $0 | 0.00% | 0 | -182,673 | -100.0% | -$390.74万 | 清仓 |
| OSIS | OSI Systems Inc | $0 | 0.00% | 0 | -15,075 | -100.0% | -$384.50万 | 清仓 |
| URGN | UroGen Pharma Ltd | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NUVB | Nuvation Bio Inc | $0 | 0.00% | 0 | -404,019 | -100.0% | -$362.00万 | 清仓 |
| OMER | Omeros Corp | $0 | 0.00% | 0 | -207,480 | -100.0% | -$356.35万 | 清仓 |
| AORT | Artivion Inc | $0 | 0.00% | 0 | -77,607 | -100.0% | -$353.97万 | 清仓 |
| MLYS | Mineralys Therapeutics Inc | $0 | 0.00% | 0 | -96,135 | -100.0% | -$348.87万 | 清仓 |
| CCB | Coastal Financial Corp/WA | $0 | 0.00% | 0 | -29,427 | -100.0% | -$337.20万 | 清仓 |
| KSS | Kohl's Corp | $0 | 0.00% | 0 | -158,271 | -100.0% | -$323.03万 | 清仓 |
| WGS | GeneDx Holdings Corp | $0 | 0.00% | 0 | -24,249 | -100.0% | -$315.38万 | 清仓 |
| AEO | American Eagle Outfitters Inc | $0 | 0.00% | 0 | -112,134 | -100.0% | -$295.70万 | 清仓 |
| WLDN | Willdan Group Inc | $0 | 0.00% | 0 | -28,282 | -100.0% | -$293.17万 | 清仓 |
| CSTL | Castle Biosciences Inc | $0 | 0.00% | 0 | -74,138 | -100.0% | -$288.40万 | 清仓 |
| EYE | National Vision Holdings Inc | $0 | 0.00% | 0 | -104,645 | -100.0% | -$270.19万 | 清仓 |
| GPCR | Structure Therapeutics Inc | $0 | 0.00% | 0 | -38,054 | -100.0% | -$264.67万 | 清仓 |
| RAPP | Rapport Therapeutics Inc | $0 | 0.00% | 0 | -85,555 | -100.0% | -$259.57万 | 清仓 |
| LAUR | Laureate Education Inc | $0 | 0.00% | 0 | -76,477 | -100.0% | -$257.50万 | 清仓 |
| GRAL | GRAIL Inc | $0 | 0.00% | 0 | -29,692 | -100.0% | -$254.13万 | 清仓 |
| CACI | CACI International Inc | $0 | 0.00% | 0 | -4,222 | -100.0% | -$224.95万 | 清仓 |
| INSM | Insmed Inc | $0 | 0.00% | 0 | -12,924 | -100.0% | -$224.93万 | 清仓 |
| AVAH | Aveanna Healthcare Holdings Inc | $0 | 0.00% | 0 | -267,058 | -100.0% | -$218.19万 | 清仓 |
| — | Owlet Inc | $0 | 0.00% | 0 | -112,893 | -100.0% | -$182.77万 | 清仓 |
| RDVT | Fluent Inc | $0 | 0.00% | 0 | -30,147 | -100.0% | -$171.69万 | 清仓 |
| PGEN | Precigen Inc | $0 | 0.00% | 0 | -405,001 | -100.0% | -$169.29万 | 清仓 |
| IBEX | IBEX Holdings Ltd | $0 | 0.00% | 0 | -42,190 | -100.0% | -$161.08万 | 清仓 |
| III | Information Services Group Inc | $0 | 0.00% | 0 | -252,044 | -100.0% | -$145.68万 | 清仓 |
| EOSE | B Riley Financial Inc | $0 | 0.00% | 0 | -117,425 | -100.0% | -$134.57万 | 清仓 |
| IONQ | IonQ Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Sight Sciences Inc | $0 | 0.00% | 0 | -163,866 | -100.0% | -$129.95万 | 清仓 |
| DUOT | Duos Technologies Group Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Theravance Biopharma Inc | $0 | 0.00% | 0 | -66,296 | -100.0% | -$124.04万 | 清仓 |
| — | Franklin Financial Services Corp | $0 | 0.00% | 0 | -24,521 | -100.0% | -$123.10万 | 清仓 |
| ANGO | AngioDynamics Inc | $0 | 0.00% | 0 | -95,278 | -100.0% | -$122.34万 | 清仓 |
| NRIM | Northrim BanCorp Inc | $0 | 0.00% | 0 | -44,582 | -100.0% | -$118.63万 | 清仓 |
| RIGL | Rigel Pharmaceuticals Inc | $0 | 0.00% | 0 | -26,983 | -100.0% | -$115.57万 | 清仓 |
| ZUMZ | Zumiez Inc | $0 | 0.00% | 0 | -41,866 | -100.0% | -$109.06万 | 清仓 |
| LAW | CS Disco Inc | $0 | 0.00% | 0 | -139,279 | -100.0% | -$108.08万 | 清仓 |
| ACNB | ACNB Corp | $0 | 0.00% | 0 | -21,781 | -100.0% | -$105.31万 | 清仓 |
| — | Intellicheck Inc | $0 | 0.00% | 0 | -151,046 | -100.0% | -$100.90万 | 清仓 |
| — | Ventyx Biosciences Inc | $0 | 0.00% | 0 | -111,398 | -100.0% | -$100.59万 | 清仓 |
| ASMB | Assembly Biosciences Inc | $0 | 0.00% | 0 | -29,523 | -100.0% | -$100.41万 | 清仓 |
| AQST | Aquestive Therapeutics Inc | $0 | 0.00% | 0 | -155,053 | -100.0% | -$100.16万 | 清仓 |
| — | Optex Systems Holdings Inc | $0 | 0.00% | 0 | -66,861 | -100.0% | -$94.81万 | 清仓 |
| IHRT | iHeartMedia Inc | $0 | 0.00% | 0 | -209,988 | -100.0% | -$87.36万 | 清仓 |
| — | US Gold Corp | $0 | 0.00% | 0 | -44,974 | -100.0% | -$87.29万 | 清仓 |
| — | Gossamer Bio Inc | $0 | 0.00% | 0 | -278,422 | -100.0% | -$86.31万 | 清仓 |
| HLLY | Holley Inc | $0 | 0.00% | 0 | -203,929 | -100.0% | -$84.22万 | 清仓 |
| — | FTC Solar Inc | $0 | 0.00% | 0 | -76,591 | -100.0% | -$83.56万 | 清仓 |
| PESI | Perma-Fix Environmental Services Inc | $0 | 0.00% | 0 | -64,784 | -100.0% | -$81.56万 | 清仓 |