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 |
|---|---|---|---|---|---|---|---|---|
| AEIS | Advanced Energy Industries Inc | $0 | 0.00% | 0 | -44,577 | -100.0% | -$1,438.54万 | 清仓 |
| NXT | Nextpower Inc | $0 | 0.00% | 0 | -70,539 | -100.0% | -$850.35万 | 清仓 |
| GLNG | Golar LNG Ltd | $0 | 0.00% | 0 | -153,702 | -100.0% | -$831.68万 | 清仓 |
| DAN | Dana Inc | $0 | 0.00% | 0 | -198,097 | -100.0% | -$666.60万 | 清仓 |
| PRAX | Praxis Precision Medicines Inc | $0 | 0.00% | 0 | -18,995 | -100.0% | -$612.00万 | 清仓 |
| FSLY | Fastly Inc | $0 | 0.00% | 0 | -205,508 | -100.0% | -$597.21万 | 清仓 |
| DHT | DHT Holdings Inc | $0 | 0.00% | 0 | -324,678 | -100.0% | -$593.19万 | 清仓 |
| HII | Huntington Ingalls Industries Inc | $0 | 0.00% | 0 | -14,809 | -100.0% | -$562.59万 | 清仓 |
| ENSG | Ensign Group Inc/The | $0 | 0.00% | 0 | -27,411 | -100.0% | -$552.33万 | 清仓 |
| HSHP | Himalaya Shipping Ltd | $0 | 0.00% | 0 | -411,523 | -100.0% | -$540.02万 | 清仓 |
| PPTA | Perpetua Resources Corp | $0 | 0.00% | 0 | -189,334 | -100.0% | -$532.41万 | 清仓 |
| FIGS | Figs Inc | $0 | 0.00% | 0 | -353,939 | -100.0% | -$522.77万 | 清仓 |
| — | Terns Pharmaceuticals Inc | $0 | 0.00% | 0 | -98,860 | -100.0% | -$521.19万 | 清仓 |
| AROC | Archrock Inc | $0 | 0.00% | 0 | -149,616 | -100.0% | -$520.66万 | 清仓 |
| FIVE | Five Below Inc | $0 | 0.00% | 0 | -22,651 | -100.0% | -$517.53万 | 清仓 |
| CENX | Century Aluminum Co | $0 | 0.00% | 0 | -85,714 | -100.0% | -$503.06万 | 清仓 |
| CELC | Celcuity Inc | $0 | 0.00% | 0 | -43,591 | -100.0% | -$497.55万 | 清仓 |
| CTRE | CareTrust REIT Inc | $0 | 0.00% | 0 | -133,954 | -100.0% | -$490.94万 | 清仓 |
| PARR | Par Pacific Holdings Inc | $0 | 0.00% | 0 | -77,839 | -100.0% | -$487.58万 | 清仓 |
| DBD | Diebold Nixdorf Inc | $0 | 0.00% | 0 | -64,355 | -100.0% | -$485.49万 | 清仓 |
| IRMD | iRadimed Corp | $0 | 0.00% | 0 | -49,995 | -100.0% | -$481.25万 | 清仓 |
| LXU | LSB Industries Inc | $0 | 0.00% | 0 | -321,100 | -100.0% | -$478.44万 | 清仓 |
| PAHC | Phibro Animal Health Corp | $0 | 0.00% | 0 | -84,106 | -100.0% | -$465.19万 | 清仓 |
| PBF | PBF Energy Inc | $0 | 0.00% | 0 | -97,132 | -100.0% | -$462.54万 | 清仓 |
| GNK | Genco Shipping & Trading Ltd | $0 | 0.00% | 0 | -200,564 | -100.0% | -$452.27万 | 清仓 |
| OII | Oceaneering International Inc | $0 | 0.00% | 0 | -127,269 | -100.0% | -$451.42万 | 清仓 |
| BWXT | BWX Technologies Inc | $0 | 0.00% | 0 | -21,956 | -100.0% | -$448.98万 | 清仓 |
| AMPX | Amprius Technologies Inc | $0 | 0.00% | 0 | -262,036 | -100.0% | -$441.79万 | 清仓 |
| WTS | Watts Water Technologies Inc | $0 | 0.00% | 0 | -15,145 | -100.0% | -$439.64万 | 清仓 |
| MGY | Peregrine EP II LLC | $0 | 0.00% | 0 | -139,005 | -100.0% | -$438.84万 | 清仓 |
| ELAN | Elanco Animal Health Inc | $0 | 0.00% | 0 | -171,765 | -100.0% | -$411.03万 | 清仓 |
| RIG | Transocean Ltd | $0 | 0.00% | 0 | -617,480 | -100.0% | -$409.39万 | 清仓 |
| ECO | Okeanis Eco Tankers Corp | $0 | 0.00% | 0 | -80,569 | -100.0% | -$407.60万 | 清仓 |
| APA | APA Corp | $0 | 0.00% | 0 | -95,204 | -100.0% | -$404.05万 | 清仓 |
| PRIM | Primoris Services Corp | $0 | 0.00% | 0 | -28,143 | -100.0% | -$402.56万 | 清仓 |
| HAS | Hasbro Inc | $0 | 0.00% | 0 | -42,593 | -100.0% | -$398.67万 | 清仓 |
| DTM | DT Midstream Inc | $0 | 0.00% | 0 | -29,381 | -100.0% | -$395.67万 | 清仓 |
| TNL | Travel Plus Leisure Co | $0 | 0.00% | 0 | -55,991 | -100.0% | -$387.40万 | 清仓 |
| ATMU | Atmus Filtration Technologies Inc | $0 | 0.00% | 0 | -66,780 | -100.0% | -$379.11万 | 清仓 |
| BKD | Brookdale Senior Living Inc | $0 | 0.00% | 0 | -276,303 | -100.0% | -$377.98万 | 清仓 |
| VSEC | VSE Corp | $0 | 0.00% | 0 | -20,219 | -100.0% | -$372.84万 | 清仓 |
| UEC | Uranium Energy Corp | $0 | 0.00% | 0 | -274,834 | -100.0% | -$371.03万 | 清仓 |
| FLS | Flowserve Corp | $0 | 0.00% | 0 | -50,239 | -100.0% | -$369.31万 | 清仓 |
| SII | Sprott Inc | $0 | 0.00% | 0 | -25,647 | -100.0% | -$364.83万 | 清仓 |
| NXE | NexGen Energy Ltd | $0 | 0.00% | 0 | -314,917 | -100.0% | -$364.21万 | 清仓 |
| LITE | Lumentum Holdings Inc | $0 | 0.00% | 0 | -5,182 | -100.0% | -$364.17万 | 清仓 |
| CMRE | Costamare Inc | $0 | 0.00% | 0 | -211,491 | -100.0% | -$357.42万 | 清仓 |
| CWEN | Clearway Energy Group LLC | $0 | 0.00% | 0 | -89,997 | -100.0% | -$353.60万 | 清仓 |
| OSK | Oshkosh Corp | $0 | 0.00% | 0 | -23,336 | -100.0% | -$343.53万 | 清仓 |
| GSAT | Globalstar Inc | $0 | 0.00% | 0 | -51,193 | -100.0% | -$340.02万 | 清仓 |
| ESLT | Elbit Systems Ltd | $0 | 0.00% | 0 | -4,034 | -100.0% | -$336.90万 | 清仓 |
| AA | Alcoa Corp | $0 | 0.00% | 0 | -50,124 | -100.0% | -$332.47万 | 清仓 |
| BTU | Peabody Energy Corp | $0 | 0.00% | 0 | -95,886 | -100.0% | -$315.94万 | 清仓 |
| — | Thermon Group Holdings Inc | $0 | 0.00% | 0 | -62,328 | -100.0% | -$314.13万 | 清仓 |
| CGON | CG oncology Inc | $0 | 0.00% | 0 | -46,102 | -100.0% | -$312.02万 | 清仓 |
| AHR | American Healthcare REIT Inc | $0 | 0.00% | 0 | -64,920 | -100.0% | -$306.16万 | 清仓 |
| TATT | First Israel Mezzanine Investors Ltd | $0 | 0.00% | 0 | -74,265 | -100.0% | -$301.74万 | 清仓 |
| ADEA | Adeia Inc | $0 | 0.00% | 0 | -123,371 | -100.0% | -$296.46万 | 清仓 |
| SNDK | Sandisk Corp/DE | $0 | 0.00% | 0 | -4,636 | -100.0% | -$294.54万 | 清仓 |
| RRC | Range Resources Corp | $0 | 0.00% | 0 | -62,535 | -100.0% | -$282.53万 | 清仓 |
| KGC | Kinross Gold Corp | $0 | 0.00% | 0 | -91,882 | -100.0% | -$280.01万 | 清仓 |
| CTMX | CytomX Therapeutics Inc | $0 | 0.00% | 0 | -565,113 | -100.0% | -$265.60万 | 清仓 |
| NKTR | Nektar Therapeutics | $0 | 0.00% | 0 | -36,126 | -100.0% | -$259.93万 | 清仓 |
| IBRX | Cambridge Equities LP | $0 | 0.00% | 0 | -322,635 | -100.0% | -$247.46万 | 清仓 |
| BBIO | Bridgebio Pharma Inc | $0 | 0.00% | 0 | -31,374 | -100.0% | -$232.98万 | 清仓 |
| FET | Forum Energy Technologies Inc | $0 | 0.00% | 0 | -38,453 | -100.0% | -$225.57万 | 清仓 |
| HLF | Herbalife Ltd | $0 | 0.00% | 0 | -152,719 | -100.0% | -$224.80万 | 清仓 |
| ERAS | Erasca Inc | $0 | 0.00% | 0 | -137,925 | -100.0% | -$223.16万 | 清仓 |
| EGO | Eldorado Gold Corp | $0 | 0.00% | 0 | -65,140 | -100.0% | -$222.98万 | 清仓 |
| BOKF | BOK Financial Corp | $0 | 0.00% | 0 | -17,377 | -100.0% | -$222.53万 | 清仓 |
| FSM | Fortuna Mining Corp | $0 | 0.00% | 0 | -222,240 | -100.0% | -$220.68万 | 清仓 |
| TPC | Tutor Perini Corp | $0 | 0.00% | 0 | -27,754 | -100.0% | -$214.23万 | 清仓 |
| CRVS | Corvus Pharmaceuticals Inc | $0 | 0.00% | 0 | -138,148 | -100.0% | -$202.11万 | 清仓 |
| ONDS | Ondas Inc | $0 | 0.00% | 0 | -218,695 | -100.0% | -$197.70万 | 清仓 |
| ALMS | Alumis Inc | $0 | 0.00% | 0 | -83,187 | -100.0% | -$183.26万 | 清仓 |
| OIS | Oil States International Inc | $0 | 0.00% | 0 | -153,896 | -100.0% | -$179.13万 | 清仓 |
| STOK | Stoke Therapeutics Inc | $0 | 0.00% | 0 | -52,000 | -100.0% | -$169.31万 | 清仓 |
| IMAX | IMAX Corp | $0 | 0.00% | 0 | -43,082 | -100.0% | -$163.75万 | 清仓 |
| HCC | Warrior Met Coal Inc | $0 | 0.00% | 0 | -17,491 | -100.0% | -$162.93万 | 清仓 |
| IMNM | Immunome Inc | $0 | 0.00% | 0 | -71,757 | -100.0% | -$156.93万 | 清仓 |
| KRMN | Karman Holdings Inc | $0 | 0.00% | 0 | -19,364 | -100.0% | -$155.01万 | 清仓 |
| IONS | Ionis Pharmaceuticals Inc | $0 | 0.00% | 0 | -20,608 | -100.0% | -$154.75万 | 清仓 |
| TTI | TETRA Technologies Inc | $0 | 0.00% | 0 | -176,117 | -100.0% | -$150.05万 | 清仓 |
| KTOS | Kratos Defense & Security Solutions Inc | $0 | 0.00% | 0 | -20,383 | -100.0% | -$143.72万 | 清仓 |
| TCMD | Tactile Systems Technology Inc | $0 | 0.00% | 0 | -45,922 | -100.0% | -$119.99万 | 清仓 |
| SB | Safe Bulkers Inc | $0 | 0.00% | 0 | -188,539 | -100.0% | -$119.35万 | 清仓 |
| STRT | Strattec Security Corp | $0 | 0.00% | 0 | -14,567 | -100.0% | -$114.12万 | 清仓 |
| IA | Innovative Solutions and Support Inc | $0 | 0.00% | 0 | -52,733 | -100.0% | -$108.26万 | 清仓 |
| NATR | Nature's Sunshine Products Inc | $0 | 0.00% | 0 | -38,441 | -100.0% | -$92.22万 | 清仓 |
| GEVO | Gevo Inc | $0 | 0.00% | 0 | -332,978 | -100.0% | -$90.90万 | 清仓 |
| RCKY | Rocky Brands Inc | $0 | 0.00% | 0 | -22,453 | -100.0% | -$86.94万 | 清仓 |
| — | Assertio Holdings Inc | $0 | 0.00% | 0 | -45,145 | -100.0% | -$86.05万 | 清仓 |
| DSGN | Design Therapeutics Inc | $0 | 0.00% | 0 | -78,949 | -100.0% | -$84.00万 | 清仓 |
| — | Coda Octopus Group Inc | $0 | 0.00% | 0 | -73,722 | -100.0% | -$83.31万 | 清仓 |
| ESQ | Esquire Financial Holdings Inc | $0 | 0.00% | 0 | -7,683 | -100.0% | -$82.59万 | 清仓 |
| IPI | Intrepid Potash Inc | $0 | 0.00% | 0 | -18,994 | -100.0% | -$81.24万 | 清仓 |
| WTI | W&T Offshore Inc | $0 | 0.00% | 0 | -235,576 | -100.0% | -$80.33万 | 清仓 |
| EGY | VAALCO Energy Inc | $0 | 0.00% | 0 | -126,237 | -100.0% | -$80.03万 | 清仓 |
| — | Taylor Devices Inc | $0 | 0.00% | 0 | -13,924 | -100.0% | -$79.37万 | 清仓 |
| PANL | Pangaea Logistics Solutions Ltd | $0 | 0.00% | 0 | -108,229 | -100.0% | -$76.63万 | 清仓 |