Informed Momentum Co LLC
SOLANA BEACH CA · SEC CIK 0001510989
$11.22亿2026Q2 申报市值
268持仓数
12.6%前十大占比 · 第一大 3.2%
100 / 127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
SMIN 加仓+$2,828.53万
SMTC 新建仓+$1,024.43万
COHU 新建仓+$855.33万
PSMT 新建仓+$786.89万
POWL 新建仓+$728.21万
2026Q2 卖出最多 按季末市值估算
AEIS 清仓-$1,438.54万
LASR 减仓-$1,023.78万
TTMI 减仓-$885.95万
NXT 清仓-$850.35万
GLNG 清仓-$831.68万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BBCP | Concrete Pumping Holdings Inc | $141.75万 | 0.13% | 117,631 | 117,631 | — | $141.75万 | 新建仓 |
| BLZE | Backblaze Inc | $141.94万 | 0.13% | 89,497 | 89,497 | — | $141.94万 | 新建仓 |
| MAMA | Mama's Creations Inc | $142.05万 | 0.13% | 79,581 | -38,901 | -32.8% | -$69.44万 | 减仓 |
| MPTI | M-Tron Industries Inc | $143.93万 | 0.13% | 14,516 | 14,516 | — | $143.93万 | 新建仓 |
| NGS | Natural Gas Services Group Inc | $145.17万 | 0.13% | 33,651 | -1,605 | -4.6% | -$6.92万 | 减仓 |
| SHAZ | SharonAI Holdings Inc | $150.20万 | 0.13% | 17,741 | 17,741 | — | $150.20万 | 新建仓 |
| BWFG | Bankwell Financial Group Inc | $158.51万 | 0.14% | 26,981 | -1,111 | -4.0% | -$6.53万 | 减仓 |
| MG | Mistras Group Inc | $161.52万 | 0.14% | 92,457 | -3,806 | -4.0% | -$6.65万 | 减仓 |
| QUIK | QuickLogic Corp | $167.22万 | 0.15% | 83,734 | -2,691 | -3.1% | -$5.37万 | 减仓 |
| ASYS | Amtech Systems Inc | $167.51万 | 0.15% | 72,579 | -1,726 | -2.3% | -$3.98万 | 减仓 |
| MOV | Movado Group Inc | $170.06万 | 0.15% | 43,261 | 43,261 | — | $170.06万 | 新建仓 |
| PKE | Park Aerospace Corp | $172.00万 | 0.15% | 45,073 | -19,958 | -30.7% | -$76.16万 | 减仓 |
| LBRT | Liberty Energy Inc | $176.90万 | 0.16% | 67,543 | -95,791 | -58.6% | -$250.88万 | 减仓 |
| PUMP | ProPetro Holding Corp | $178.14万 | 0.16% | 124,224 | -43,853 | -26.1% | -$62.89万 | 减仓 |
| INOD | Innodata Inc | $184.43万 | 0.16% | 24,402 | 24,402 | — | $184.43万 | 新建仓 |
| NVTS | Navitas Semiconductor Corp | $185.73万 | 0.17% | 103,645 | 103,645 | — | $185.73万 | 新建仓 |
| WCC | WESCO International Inc | $188.64万 | 0.17% | 5,461 | -86 | -1.6% | -$2.97万 | 减仓 |
| KOD | Kodiak Sciences Inc | $189.42万 | 0.17% | 48,618 | -39,751 | -45.0% | -$154.87万 | 减仓 |
| ORN | Orion Group Holdings Inc | $189.57万 | 0.17% | 112,703 | -4,615 | -3.9% | -$7.76万 | 减仓 |
| MRAM | Everspin Technologies Inc | $198.88万 | 0.18% | 82,251 | 30,936 | 60.3% | $74.80万 | 加仓 |
| TXG | 10X Genomics Inc | $200.26万 | 0.18% | 52,232 | 52,232 | — | $200.26万 | 新建仓 |
| COGT | Cogent Biosciences Inc | $205.61万 | 0.18% | 53,129 | -68,799 | -56.4% | -$266.25万 | 减仓 |
| AXGN | Axogen Inc | $207.43万 | 0.18% | 44,907 | -699 | -1.5% | -$3.23万 | 减仓 |
| INBX | Inhibrx Biosciences Inc | $218.65万 | 0.19% | 23,077 | 23,077 | — | $218.65万 | 新建仓 |
| AIR | AAR Corp | $226.33万 | 0.20% | 15,835 | -31,287 | -66.4% | -$447.19万 | 减仓 |
| SUPN | Indivior Pharmaceuticals Inc | $235.09万 | 0.21% | 57,297 | -884 | -1.5% | -$3.63万 | 减仓 |
| OSS | One Stop Systems Inc | $237.37万 | 0.21% | 130,568 | -5,421 | -4.0% | -$9.86万 | 减仓 |
| ELA | Envela Corp | $238.32万 | 0.21% | 82,522 | -14,644 | -15.1% | -$42.29万 | 减仓 |
| KYMR | Kymera Therapeutics Inc | $241.45万 | 0.22% | 21,056 | -21,285 | -50.3% | -$244.08万 | 减仓 |
| FCFS | FirstCash Holdings Inc | $262.18万 | 0.23% | 12,120 | -21,149 | -63.6% | -$457.50万 | 减仓 |
| BAND | Bandwidth Inc | $263.61万 | 0.23% | 41,644 | 41,644 | — | $263.61万 | 新建仓 |
| TKR | Timken Co/The | $265.43万 | 0.24% | 18,265 | -15,990 | -46.7% | -$232.37万 | 减仓 |
| SXT | Sensient Technologies Corp | $283.10万 | 0.25% | 22,962 | 22,962 | — | $283.10万 | 新建仓 |
| AAOI | Applied Optoelectronics Inc | $285.71万 | 0.25% | 19,284 | -19,881 | -50.8% | -$294.56万 | 减仓 |
| PVLA | Palvella Therapeutics Inc | $288.05万 | 0.26% | 18,849 | -10,479 | -35.7% | -$160.14万 | 减仓 |
| EZPW | EZCORP Inc | $289.73万 | 0.26% | 83,810 | -90,187 | -51.8% | -$311.78万 | 减仓 |
| XENE | Xenon Pharmaceuticals Inc | $290.71万 | 0.26% | 48,163 | -18,387 | -27.6% | -$110.98万 | 减仓 |
| URGN | UroGen Pharma Ltd | $291.72万 | 0.26% | 79,271 | -81,141 | -50.6% | -$298.60万 | 重新持有 |
| IRDM | Iridium Communications Inc | $292.48万 | 0.26% | 53,324 | 53,324 | — | $292.48万 | 新建仓 |
| FEIM | Frequency Electronics Inc | $297.72万 | 0.27% | 44,871 | -2,072 | -4.4% | -$13.75万 | 减仓 |
| BW | Babcock & Wilcox Enterprises Inc | $305.02万 | 0.27% | 216,327 | -259,159 | -54.5% | -$365.41万 | 减仓 |
| VISN | Vistance Networks Inc | $307.98万 | 0.27% | 240,985 | -3,672 | -1.5% | -$4.69万 | 减仓 |
| AXTI | AXT Inc | $308.62万 | 0.27% | 42,817 | -112,194 | -72.4% | -$808.69万 | 减仓 |
| FRO | Frontline PLC | $311.25万 | 0.28% | 89,464 | -20,817 | -18.9% | -$72.42万 | 减仓 |
| YOU | Clear Secure Inc | $317.29万 | 0.28% | 56,934 | -15,310 | -21.2% | -$85.32万 | 减仓 |
| PTGX | Protagonist Therapeutics Inc | $336.98万 | 0.30% | 27,491 | -423 | -1.5% | -$5.19万 | 减仓 |
| INSW | International Seaways Inc | $344.00万 | 0.31% | 44,915 | -21,495 | -32.4% | -$164.63万 | 减仓 |
| AEHR | Aehr Test Systems | $348.91万 | 0.31% | 36,322 | 36,322 | — | $348.91万 | 新建仓 |
| FROG | JFrog Ltd | $356.13万 | 0.32% | 39,187 | -47,129 | -54.6% | -$428.31万 | 重新持有 |
| KNSA | Kiniksa Pharmaceuticals International Pl | $356.62万 | 0.32% | 55,765 | -729 | -1.3% | -$4.66万 | 减仓 |
| ELVN | Enliven Therapeutics Inc | $357.44万 | 0.32% | 70,432 | -12,362 | -14.9% | -$62.74万 | 减仓 |
| ESE | ESCO Technologies Inc | $359.00万 | 0.32% | 10,256 | 3,336 | 48.2% | $116.77万 | 加仓 |
| PBI | Pitney Bowes Inc | $363.40万 | 0.32% | 207,422 | 207,422 | — | $363.40万 | 新建仓 |
| ECHO | EchoStar Corp | $366.46万 | 0.33% | 36,104 | -17,490 | -32.6% | -$177.52万 | 减仓 |
| SYNA | Synaptics Inc | $368.58万 | 0.33% | 29,669 | 29,669 | — | $368.58万 | 新建仓 |
| CLMT | Calumet Inc | $370.20万 | 0.33% | 102,777 | -48,915 | -32.2% | -$176.19万 | 减仓 |
| ARCB | ArcBest Corp | $376.96万 | 0.34% | 26,262 | 26,262 | — | $376.96万 | 新建仓 |
| FN | Fabrinet | $377.89万 | 0.34% | 6,723 | -10,041 | -59.9% | -$564.38万 | 减仓 |
| DNTH | Dianthus Therapeutics Inc | $380.95万 | 0.34% | 39,080 | -37,560 | -49.0% | -$366.13万 | 减仓 |
| TH | TDR Capital LLP | $384.41万 | 0.34% | 188,805 | 188,805 | — | $384.41万 | 新建仓 |
| HNGE | Hinge Health Inc | $387.46万 | 0.35% | 46,682 | 46,682 | — | $387.46万 | 新建仓 |
| VSH | Vishay Intertechnology Inc | $395.29万 | 0.35% | 73,501 | 73,501 | — | $395.29万 | 新建仓 |
| VCYT | Veracyte Inc | $402.94万 | 0.36% | 68,609 | 68,609 | — | $402.94万 | 新建仓 |
| ACMR | ACM Research Inc | $404.46万 | 0.36% | 31,875 | -11,999 | -27.3% | -$152.26万 | 减仓 |
| LAR | Lithium Argentina AG | $404.57万 | 0.36% | 489,332 | 41 | 0.0% | $339 | 加仓 |
| IESC | IES Holdings Inc | $408.62万 | 0.36% | 5,562 | -88 | -1.6% | -$6.47万 | 减仓 |
| CEVA | CEVA Inc | $412.42万 | 0.37% | 87,452 | 87,452 | — | $412.42万 | 新建仓 |
| CIFR | Cipher Digital Inc | $413.60万 | 0.37% | 168,816 | 168,816 | — | $413.60万 | 新建仓 |
| ALGM | Allegro MicroSystems Inc | $414.13万 | 0.37% | 59,485 | 59,485 | — | $414.13万 | 新建仓 |
| ECPG | Encore Capital Group Inc | $416.11万 | 0.37% | 44,604 | -705 | -1.6% | -$6.58万 | 减仓 |
| TNGX | Tango Therapeutics Inc | $418.93万 | 0.37% | 134,014 | -33,984 | -20.2% | -$106.23万 | 减仓 |
| DAVE | Dave Inc | $420.77万 | 0.37% | 11,293 | 11,293 | — | $420.77万 | 新建仓 |
| APEI | American Public Education Inc | $427.29万 | 0.38% | 79,570 | -8,076 | -9.2% | -$43.37万 | 减仓 |
| HBM | Hudbay Minerals Inc | $427.98万 | 0.38% | 181,307 | 47,217 | 35.2% | $111.46万 | 加仓 |
| CAMT | Camtek Ltd/Israel | $439.92万 | 0.39% | 26,969 | 0 | 0.0% | — | 不变 |
| ENS | EnerSys | $449.59万 | 0.40% | 19,228 | -304 | -1.6% | -$7.11万 | 减仓 |
| AMBQ | Ambiq Micro Inc | $450.05万 | 0.40% | 50,968 | 50,968 | — | $450.05万 | 新建仓 |
| CVLG | Covenant Logistics Group Inc | $455.84万 | 0.41% | 103,178 | 103,178 | — | $455.84万 | 新建仓 |
| UVE | Universal Insurance Holdings Inc | $460.81万 | 0.41% | 111,414 | -21,153 | -16.0% | -$87.49万 | 重新持有 |
| KNX | Knight-Swift Transportation Holdings Inc | $462.85万 | 0.41% | 59,439 | 59,439 | — | $462.85万 | 新建仓 |
| UTI | Universal Technical Institute Inc | $465.65万 | 0.41% | 108,874 | -1,720 | -1.6% | -$7.36万 | 减仓 |
| BHE | Benchmark Electronics Inc | $466.60万 | 0.42% | 47,289 | 47,289 | — | $466.60万 | 新建仓 |
| GTX | Garrett Motion Inc | $467.17万 | 0.42% | 128,945 | -72,750 | -36.1% | -$263.57万 | 减仓 |
| ECG | Everus Construction Group Inc | $470.07万 | 0.42% | 28,326 | -442 | -1.5% | -$7.33万 | 减仓 |
| AZZ | AZZ Inc | $470.82万 | 0.42% | 30,366 | -11,793 | -28.0% | -$182.85万 | 减仓 |
| DVA | DaVita Inc | $483.38万 | 0.43% | 21,727 | 21,727 | — | $483.38万 | 新建仓 |
| MEC | Mayville Engineering Co Inc | $483.92万 | 0.43% | 129,182 | 129,182 | — | $483.92万 | 新建仓 |
| LTH | Life Time Group Holdings Inc | $485.48万 | 0.43% | 118,873 | 118,873 | — | $485.48万 | 新建仓 |
| IMVT | Roivant Sciences Ltd | $490.33万 | 0.44% | 127,273 | 127,273 | — | $490.33万 | 新建仓 |
| TRVI | Trevi Therapeutics Inc | $493.54万 | 0.44% | 264,631 | -276,611 | -51.1% | -$515.88万 | 重新持有 |
| ZGN | Ermenegildo Zegna NV | $495.89万 | 0.44% | 380,869 | 380,869 | — | $495.89万 | 新建仓 |
| WTTR | Select Water Solutions Inc | $499.86万 | 0.45% | 250,180 | 250,180 | — | $499.86万 | 新建仓 |
| MIRM | Mirum Pharmaceuticals Inc | $501.76万 | 0.45% | 42,860 | -733 | -1.7% | -$8.58万 | 减仓 |
| MSGK | Madison Square Garden Sports Corp | $509.81万 | 0.45% | 12,687 | -200 | -1.6% | -$8.04万 | 减仓 |
| MDA | MDA Space Ltd | $512.58万 | 0.46% | 124,100 | 124,100 | — | $512.58万 | 新建仓 |
| BWA | BorgWarner Inc | $513.23万 | 0.46% | 77,294 | -1,167 | -1.5% | -$7.75万 | 减仓 |
| ENLT | Enlight Renewable Energy Ltd | $516.57万 | 0.46% | 58,521 | -3 | -0.0% | -$265 | 减仓 |
| ITRN | Ituran Location and Control Ltd | $524.26万 | 0.47% | 85,930 | 85,930 | — | $524.26万 | 新建仓 |
| ARMK | Aramark | $524.98万 | 0.47% | 92,264 | 92,264 | — | $524.98万 | 新建仓 |
| PRLB | Proto Labs Inc | $528.21万 | 0.47% | 64,803 | -1,020 | -1.5% | -$8.31万 | 减仓 |