13F 机构持仓

Informed Momentum Co LLC

SOLANA BEACH CA · SEC CIK 0001510989

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$11.22亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AEIS 1.7%
LASR 1.6%
TTMI 1.1%
VIAV 1.0%
AXTI 1.0%
FN 1.0%
NXT 1.0%
GLNG 1.0%
MOG/A 0.9%
MOD 0.9%

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
— eGain Corp $00.00%0 -77,970-100.0% -$80.23万 清仓
TCBX Third Coast Bancshares Inc $00.00%0 -20,158-100.0% -$76.62万 清仓
— IZEA Worldwide Inc $00.00%0 -166,138-100.0% -$72.77万 清仓
— Crexendo Inc $00.00%0 —— — 申报中断
FULC Fulcrum Therapeutics Inc $00.00%0 -61,620-100.0% -$69.69万 清仓
— Fortress Biotech Inc $00.00%0 -89,389-100.0% -$68.92万 清仓
STLN Oncology Institute Inc/The $00.00%0 —— — 申报中断
XERS Xeris Biopharma Holdings Inc $00.00%0 -80,154-100.0% -$62.92万 清仓
— Kingsway Financial Services Inc $00.00%0 -43,088-100.0% -$57.95万 清仓
CRNC Cerence Inc $00.00%0 -53,134-100.0% -$56.80万 清仓
— Advent International LP $00.00%0 -14,351-100.0% -$56.67万 清仓
TARA Protara Therapeutics Inc $00.00%0 -103,611-100.0% -$55.22万 清仓
CPS Cooper-Standard Holdings Inc $00.00%0 -16,792-100.0% -$55.13万 清仓
KOPN Kopin Corp $00.00%0 —— — 申报中断
TLS Telos Corp $00.00%0 -105,100-100.0% -$53.60万 清仓
— WidePoint Corp $00.00%0 —— — 申报中断
— AmpliTech Group Inc $00.00%0 —— — 申报中断
— Spero Therapeutics Inc $00.00%0 -218,084-100.0% -$50.81万 清仓
— Flexible Solutions International Inc $00.00%0 -69,175-100.0% -$46.52万 清仓
— GoPro Inc $00.00%0 -310,438-100.0% -$43.77万 清仓
OUST Ouster Inc $00.00%0 -19,217-100.0% -$41.59万 清仓
— Rapid Micro Biosystems Inc $00.00%0 -77,182-100.0% -$22.38万 清仓
— M-Tron Industries Inc $6.35万0.01%30,226 30,226— $6.35万 新建仓
— KORU Medical Systems Inc $33.27万0.04%77,013 -59,703-43.7% -$25.79万 减仓
MNPR Monopar Therapeutics Inc $34.11万0.04%6,225 -5,148-45.3% -$28.21万 减仓
IDR Idaho Strategic Resources Inc $41.28万0.05%12,853 -96,222-88.2% -$309.06万 减仓
— Sypris Solutions Inc $41.44万0.05%145,420 145,420— $41.44万 新建仓
MRAM Everspin Technologies Inc $45.11万0.05%51,315 -35,197-40.7% -$30.94万 减仓
— BranchOut Food Inc $46.74万0.05%141,645 141,645— $46.74万 新建仓
UMAC Unusual Machines Inc /US $47.88万0.06%38,616 38,616— $47.88万 新建仓
HRTG Heritage Insurance Holdings Inc $49.46万0.06%18,843 -170,113-90.0% -$446.55万 减仓
— Shimmick Corp $50.81万0.06%138,450 138,450— $50.81万 新建仓
NRGV Energy Vault Holdings Inc $51.08万0.06%154,791 -63,975-29.2% -$21.11万 减仓
— Greenwich Lifesciences Inc $51.47万0.06%21,430 21,430— $51.47万 新建仓
ENTA Enanta Pharmaceuticals Inc $51.72万0.06%40,952 00.0% — 不变
— Coherus Oncology Inc $52.36万0.06%309,801 309,801— $52.36万 新建仓
NPCE NeuroPace Inc $54.30万0.06%41,289 -34,511-45.5% -$45.38万 减仓
— Paramount Gold Nevada Corp $54.61万0.06%328,997 328,997— $54.61万 新建仓
TWIN Twin Disc Inc $54.63万0.06%36,248 -16,614-31.4% -$25.04万 减仓
LCTX Lineage Cell Therapeutics Inc $54.77万0.06%346,615 -95,606-21.6% -$15.11万 减仓
— Lands' End Inc $56.43万0.07%50,203 50,203— $56.43万 新建仓
— CPS Technologies Corp $57.36万0.07%153,369 00.0% — 不变
IVR Invesco Mortgage Capital Inc $58.41万0.07%72,293 72,293— $58.41万 新建仓
OVID Ovid therapeutics Inc $60.01万0.07%270,298 270,298— $60.01万 新建仓
AVIR Atea Pharmaceuticals Inc $60.72万0.07%112,866 112,866— $60.72万 新建仓
— Perma-Pipe International Holdings Inc $60.88万0.07%20,421 00.0% — 不变
BIOA BioAge Labs Inc $60.88万0.07%34,809 34,809— $60.88万 新建仓
— Gold Resource Corp $60.89万0.07%507,432 507,432— $60.89万 新建仓
PDLB Ponce Financial Group Inc $61.22万0.07%36,635 -34,882-48.8% -$58.29万 减仓
— DiaMedica Therapeutics Inc $61.89万0.07%91,425 00.0% — 不变
— Optical Cable Corp $61.94万0.07%75,074 -12,956-14.7% -$10.69万 重新持有
— Armata Pharmaceuticals Inc $62.42万0.07%60,955 60,955— $62.42万 新建仓
DC Dakota Gold Corp $63.33万0.07%125,413 125,413— $63.33万 新建仓
LTRX Lantronix Inc $64.20万0.07%122,521 -57,108-31.8% -$29.92万 减仓
ACRS Aclaris Therapeutics Inc $66.89万0.08%178,378 178,378— $66.89万 新建仓
DRUG Bright Minds Biosciences Inc $67.05万0.08%9,189 9,189— $67.05万 新建仓
— RF Industries Ltd $68.99万0.08%66,920 34,452106.1% $35.52万 加仓
FISI Financial Institutions Inc $71.14万0.08%22,433 22,433— $71.14万 新建仓
TPB Turning Point Brands Inc $71.39万0.08%8,226 -56,000-87.2% -$486.02万 减仓
— Legacy Education Inc $72.85万0.08%58,183 58,183— $72.85万 新建仓
AMLX Amylyx Pharmaceuticals Inc $74.03万0.09%53,256 00.0% — 不变
PANL Pangaea Logistics Solutions Ltd $76.63万0.09%108,229 108,229— $76.63万 新建仓
RLGT Radiant Logistics Inc $76.86万0.09%109,021 109,021— $76.86万 新建仓
— Ampco-Pittsburgh Corp $77.81万0.09%115,793 -32,602-22.0% -$21.91万 减仓
— Taylor Devices Inc $79.37万0.09%13,924 8,721167.6% $49.71万 加仓
EGY VAALCO Energy Inc $80.03万0.09%126,237 126,237— $80.03万 新建仓
WTI W&T Offshore Inc $80.33万0.09%235,576 235,576— $80.33万 新建仓
QUIK QuickLogic Corp $81.07万0.09%86,425 86,425— $81.07万 新建仓
IPI Intrepid Potash Inc $81.24万0.09%18,994 18,994— $81.24万 新建仓
ESQ Esquire Financial Holdings Inc $82.59万0.10%7,683 00.0% — 不变
— Coda Octopus Group Inc $83.31万0.10%73,722 00.0% — 不变
DSGN Design Therapeutics Inc $84.00万0.10%78,949 00.0% — 不变
— Assertio Holdings Inc $86.05万0.10%45,145 45,145— $86.05万 新建仓
SENEA Seneca Foods Corp $86.40万0.10%5,717 -1,608-22.0% -$24.30万 减仓
FOSL Fossil Group Inc $86.59万0.10%200,894 00.0% — 不变
ASYS Amtech Systems Inc $86.79万0.10%74,305 00.0% — 不变
RCKY Rocky Brands Inc $86.94万0.10%22,453 22,453— $86.94万 新建仓
GEVO Gevo Inc $90.90万0.11%332,978 332,978— $90.90万 新建仓
— Apyx Medical Corp $90.93万0.11%246,435 00.0% — 不变
RLMD Relmada Therapeutics Inc $91.13万0.11%130,935 -31,617-19.5% -$22.01万 减仓
NATR Nature's Sunshine Products Inc $92.22万0.11%38,441 00.0% — 不变
ESOA Energy Services of America Corp $93.99万0.11%71,584 71,584— $93.99万 新建仓
INTT inTEST Corp $97.36万0.11%71,324 71,324— $97.36万 新建仓
MITK Mitek Systems Inc $98.54万0.11%72,996 72,996— $98.54万 新建仓
SATL Satellogic Inc $99.62万0.12%183,130 183,130— $99.62万 新建仓
— Commercial Vehicle Group Inc $100.00万0.12%293,264 293,264— $100.00万 新建仓
OSS One Stop Systems Inc $102.94万0.12%135,989 -26,984-16.6% -$20.43万 减仓
— Eagle Bancorp Montana Inc $107.17万0.12%52,074 52,074— $107.17万 新建仓
FTK Flotek Industries Inc $108.20万0.13%63,758 -201-0.3% -$3,411 减仓
IA Innovative Solutions and Support Inc $108.26万0.13%52,733 1,1522.2% $2.37万 加仓
IMMX Immix Biopharma Inc $110.10万0.13%120,856 00.0% — 不变
— Espey Mfg. & Electronics Corp $113.67万0.13%20,510 20,510— $113.67万 新建仓
STRT Strattec Security Corp $114.12万0.13%14,567 00.0% — 不变
LOCO El Pollo Loco Holdings Inc $115.69万0.13%83,469 83,469— $115.69万 新建仓
SFST Southern First Bancshares Inc $117.04万0.14%21,475 00.0% — 不变
RRBI Red River Bancshares Inc $118.93万0.14%13,150 13,150— $118.93万 新建仓
SB Safe Bulkers Inc $119.35万0.14%188,539 188,539— $119.35万 新建仓
TCMD Tactile Systems Technology Inc $119.99万0.14%45,922 00.0% — 不变
ETON Eton Pharmaceuticals Inc $120.00万0.14%48,623 -4,274-8.1% -$10.55万 重新持有
PKBK Parke Bancorp Inc $122.29万0.14%43,059 43,059— $122.29万 新建仓