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 |
|---|---|---|---|---|---|---|---|---|
| SFST | Southern First Bancshares Inc | $117.04万 | 0.14% | 21,475 | 0 | 0.0% | — | 不变 |
| LOCO | El Pollo Loco Holdings Inc | $115.69万 | 0.13% | 83,469 | 83,469 | — | $115.69万 | 新建仓 |
| STRT | Strattec Security Corp | $114.12万 | 0.13% | 14,567 | 0 | 0.0% | — | 不变 |
| — | Espey Mfg. & Electronics Corp | $113.67万 | 0.13% | 20,510 | 20,510 | — | $113.67万 | 新建仓 |
| IMMX | Immix Biopharma Inc | $110.10万 | 0.13% | 120,856 | 0 | 0.0% | — | 不变 |
| IA | Innovative Solutions and Support Inc | $108.26万 | 0.13% | 52,733 | 1,152 | 2.2% | $2.37万 | 加仓 |
| FTK | Flotek Industries Inc | $108.20万 | 0.13% | 63,758 | -201 | -0.3% | -$3,411 | 减仓 |
| — | Eagle Bancorp Montana Inc | $107.17万 | 0.12% | 52,074 | 52,074 | — | $107.17万 | 新建仓 |
| OSS | One Stop Systems Inc | $102.94万 | 0.12% | 135,989 | -26,984 | -16.6% | -$20.43万 | 减仓 |
| — | Commercial Vehicle Group Inc | $100.00万 | 0.12% | 293,264 | 293,264 | — | $100.00万 | 新建仓 |
| SATL | Satellogic Inc | $99.62万 | 0.12% | 183,130 | 183,130 | — | $99.62万 | 新建仓 |
| MITK | Mitek Systems Inc | $98.54万 | 0.11% | 72,996 | 72,996 | — | $98.54万 | 新建仓 |
| INTT | inTEST Corp | $97.36万 | 0.11% | 71,324 | 71,324 | — | $97.36万 | 新建仓 |
| ESOA | Energy Services of America Corp | $93.99万 | 0.11% | 71,584 | 71,584 | — | $93.99万 | 新建仓 |
| NATR | Nature's Sunshine Products Inc | $92.22万 | 0.11% | 38,441 | 0 | 0.0% | — | 不变 |
| RLMD | Relmada Therapeutics Inc | $91.13万 | 0.11% | 130,935 | -31,617 | -19.5% | -$22.01万 | 减仓 |
| — | Apyx Medical Corp | $90.93万 | 0.11% | 246,435 | 0 | 0.0% | — | 不变 |
| GEVO | Gevo Inc | $90.90万 | 0.11% | 332,978 | 332,978 | — | $90.90万 | 新建仓 |
| RCKY | Rocky Brands Inc | $86.94万 | 0.10% | 22,453 | 22,453 | — | $86.94万 | 新建仓 |
| ASYS | Amtech Systems Inc | $86.79万 | 0.10% | 74,305 | 0 | 0.0% | — | 不变 |
| FOSL | Fossil Group Inc | $86.59万 | 0.10% | 200,894 | 0 | 0.0% | — | 不变 |
| SENEA | Seneca Foods Corp | $86.40万 | 0.10% | 5,717 | -1,608 | -22.0% | -$24.30万 | 减仓 |
| — | Assertio Holdings Inc | $86.05万 | 0.10% | 45,145 | 45,145 | — | $86.05万 | 新建仓 |
| DSGN | Design Therapeutics Inc | $84.00万 | 0.10% | 78,949 | 0 | 0.0% | — | 不变 |
| — | Coda Octopus Group Inc | $83.31万 | 0.10% | 73,722 | 0 | 0.0% | — | 不变 |
| ESQ | Esquire Financial Holdings Inc | $82.59万 | 0.10% | 7,683 | 0 | 0.0% | — | 不变 |
| IPI | Intrepid Potash Inc | $81.24万 | 0.09% | 18,994 | 18,994 | — | $81.24万 | 新建仓 |
| QUIK | QuickLogic Corp | $81.07万 | 0.09% | 86,425 | 86,425 | — | $81.07万 | 新建仓 |
| WTI | W&T Offshore Inc | $80.33万 | 0.09% | 235,576 | 235,576 | — | $80.33万 | 新建仓 |
| EGY | VAALCO Energy Inc | $80.03万 | 0.09% | 126,237 | 126,237 | — | $80.03万 | 新建仓 |
| — | Taylor Devices Inc | $79.37万 | 0.09% | 13,924 | 8,721 | 167.6% | $49.71万 | 加仓 |
| — | Ampco-Pittsburgh Corp | $77.81万 | 0.09% | 115,793 | -32,602 | -22.0% | -$21.91万 | 减仓 |
| RLGT | Radiant Logistics Inc | $76.86万 | 0.09% | 109,021 | 109,021 | — | $76.86万 | 新建仓 |
| PANL | Pangaea Logistics Solutions Ltd | $76.63万 | 0.09% | 108,229 | 108,229 | — | $76.63万 | 新建仓 |
| AMLX | Amylyx Pharmaceuticals Inc | $74.03万 | 0.09% | 53,256 | 0 | 0.0% | — | 不变 |
| — | Legacy Education Inc | $72.85万 | 0.08% | 58,183 | 58,183 | — | $72.85万 | 新建仓 |
| TPB | Turning Point Brands Inc | $71.39万 | 0.08% | 8,226 | -56,000 | -87.2% | -$486.02万 | 减仓 |
| FISI | Financial Institutions Inc | $71.14万 | 0.08% | 22,433 | 22,433 | — | $71.14万 | 新建仓 |
| — | RF Industries Ltd | $68.99万 | 0.08% | 66,920 | 34,452 | 106.1% | $35.52万 | 加仓 |
| DRUG | Bright Minds Biosciences Inc | $67.05万 | 0.08% | 9,189 | 9,189 | — | $67.05万 | 新建仓 |
| ACRS | Aclaris Therapeutics Inc | $66.89万 | 0.08% | 178,378 | 178,378 | — | $66.89万 | 新建仓 |
| LTRX | Lantronix Inc | $64.20万 | 0.07% | 122,521 | -57,108 | -31.8% | -$29.92万 | 减仓 |
| DC | Dakota Gold Corp | $63.33万 | 0.07% | 125,413 | 125,413 | — | $63.33万 | 新建仓 |
| — | Armata Pharmaceuticals Inc | $62.42万 | 0.07% | 60,955 | 60,955 | — | $62.42万 | 新建仓 |
| — | Optical Cable Corp | $61.94万 | 0.07% | 75,074 | -12,956 | -14.7% | -$10.69万 | 重新持有 |
| — | DiaMedica Therapeutics Inc | $61.89万 | 0.07% | 91,425 | 0 | 0.0% | — | 不变 |
| PDLB | Ponce Financial Group Inc | $61.22万 | 0.07% | 36,635 | -34,882 | -48.8% | -$58.29万 | 减仓 |
| — | Gold Resource Corp | $60.89万 | 0.07% | 507,432 | 507,432 | — | $60.89万 | 新建仓 |
| BIOA | BioAge Labs Inc | $60.88万 | 0.07% | 34,809 | 34,809 | — | $60.88万 | 新建仓 |
| — | Perma-Pipe International Holdings Inc | $60.88万 | 0.07% | 20,421 | 0 | 0.0% | — | 不变 |
| AVIR | Atea Pharmaceuticals Inc | $60.72万 | 0.07% | 112,866 | 112,866 | — | $60.72万 | 新建仓 |
| OVID | Ovid therapeutics Inc | $60.01万 | 0.07% | 270,298 | 270,298 | — | $60.01万 | 新建仓 |
| IVR | Invesco Mortgage Capital Inc | $58.41万 | 0.07% | 72,293 | 72,293 | — | $58.41万 | 新建仓 |
| — | CPS Technologies Corp | $57.36万 | 0.07% | 153,369 | 0 | 0.0% | — | 不变 |
| — | Lands' End Inc | $56.43万 | 0.07% | 50,203 | 50,203 | — | $56.43万 | 新建仓 |
| LCTX | Lineage Cell Therapeutics Inc | $54.77万 | 0.06% | 346,615 | -95,606 | -21.6% | -$15.11万 | 减仓 |
| TWIN | Twin Disc Inc | $54.63万 | 0.06% | 36,248 | -16,614 | -31.4% | -$25.04万 | 减仓 |
| — | Paramount Gold Nevada Corp | $54.61万 | 0.06% | 328,997 | 328,997 | — | $54.61万 | 新建仓 |
| NPCE | NeuroPace Inc | $54.30万 | 0.06% | 41,289 | -34,511 | -45.5% | -$45.38万 | 减仓 |
| — | Coherus Oncology Inc | $52.36万 | 0.06% | 309,801 | 309,801 | — | $52.36万 | 新建仓 |
| ENTA | Enanta Pharmaceuticals Inc | $51.72万 | 0.06% | 40,952 | 0 | 0.0% | — | 不变 |
| — | Greenwich Lifesciences Inc | $51.47万 | 0.06% | 21,430 | 21,430 | — | $51.47万 | 新建仓 |
| NRGV | Energy Vault Holdings Inc | $51.08万 | 0.06% | 154,791 | -63,975 | -29.2% | -$21.11万 | 减仓 |
| — | Shimmick Corp | $50.81万 | 0.06% | 138,450 | 138,450 | — | $50.81万 | 新建仓 |
| HRTG | Heritage Insurance Holdings Inc | $49.46万 | 0.06% | 18,843 | -170,113 | -90.0% | -$446.55万 | 减仓 |
| UMAC | Unusual Machines Inc /US | $47.88万 | 0.06% | 38,616 | 38,616 | — | $47.88万 | 新建仓 |
| — | BranchOut Food Inc | $46.74万 | 0.05% | 141,645 | 141,645 | — | $46.74万 | 新建仓 |
| MRAM | Everspin Technologies Inc | $45.11万 | 0.05% | 51,315 | -35,197 | -40.7% | -$30.94万 | 减仓 |
| — | Sypris Solutions Inc | $41.44万 | 0.05% | 145,420 | 145,420 | — | $41.44万 | 新建仓 |
| IDR | Idaho Strategic Resources Inc | $41.28万 | 0.05% | 12,853 | -96,222 | -88.2% | -$309.06万 | 减仓 |
| MNPR | Monopar Therapeutics Inc | $34.11万 | 0.04% | 6,225 | -5,148 | -45.3% | -$28.21万 | 减仓 |
| — | KORU Medical Systems Inc | $33.27万 | 0.04% | 77,013 | -59,703 | -43.7% | -$25.79万 | 减仓 |
| — | M-Tron Industries Inc | $6.35万 | 0.01% | 30,226 | 30,226 | — | $6.35万 | 新建仓 |
| 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 |