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 |
|---|---|---|---|---|---|---|---|---|
| — | RF Industries Ltd | $136.33万 | 0.12% | 64,275 | -2,645 | -4.0% | -$5.61万 | 减仓 |
| LOCO | El Pollo Loco Holdings Inc | $135.97万 | 0.12% | 80,170 | -3,299 | -4.0% | -$5.60万 | 减仓 |
| ILPT | Industrial Logistics Properties Trust | $135.87万 | 0.12% | 153,176 | 153,176 | — | $135.87万 | 新建仓 |
| — | Optical Cable Corp | $133.13万 | 0.12% | 63,484 | -11,590 | -15.4% | -$24.30万 | 减仓 |
| ESOA | Energy Services of America Corp | $132.97万 | 0.12% | 68,755 | -2,829 | -4.0% | -$5.47万 | 减仓 |
| — | Espey Mfg. & Electronics Corp | $132.68万 | 0.12% | 19,700 | -810 | -3.9% | -$5.46万 | 减仓 |
| — | SIFCO Industries Inc | $131.65万 | 0.12% | 56,262 | 56,262 | — | $131.65万 | 新建仓 |
| MCS | Marcus Corp/The | $130.93万 | 0.12% | 55,809 | 55,809 | — | $130.93万 | 新建仓 |
| — | Commercial Vehicle Group Inc | $130.13万 | 0.12% | 281,677 | -11,587 | -4.0% | -$5.35万 | 减仓 |
| PKOH | Park-Ohio Holdings Corp | $128.40万 | 0.11% | 33,395 | 33,395 | — | $128.40万 | 新建仓 |
| VMD | Viemed Healthcare Inc | $124.93万 | 0.11% | 109,592 | 109,592 | — | $124.93万 | 新建仓 |
| CTRN | Citi Trends Inc | $124.58万 | 0.11% | 21,539 | -10,583 | -32.9% | -$61.21万 | 减仓 |
| INTT | inTEST Corp | $124.47万 | 0.11% | 68,505 | -2,819 | -4.0% | -$5.12万 | 减仓 |
| OOMA | Ooma Inc | $122.17万 | 0.11% | 63,562 | 63,562 | — | $122.17万 | 新建仓 |
| RELL | Richardson Electronics Ltd/United States | $120.59万 | 0.11% | 63,433 | 63,433 | — | $120.59万 | 新建仓 |
| FSTR | L B Foster Co | $119.92万 | 0.11% | 26,549 | 26,549 | — | $119.92万 | 新建仓 |
| CERS | Cerus Corp | $118.28万 | 0.11% | 405,071 | 405,071 | — | $118.28万 | 新建仓 |
| SI | Shoulder Innovations Inc | $117.62万 | 0.10% | 57,998 | 57,998 | — | $117.62万 | 新建仓 |
| FLXS | Flexsteel Industries Inc | $115.15万 | 0.10% | 15,460 | 15,460 | — | $115.15万 | 新建仓 |
| FTK | Flotek Industries Inc | $113.66万 | 0.10% | 48,323 | -15,435 | -24.2% | -$36.30万 | 减仓 |
| CYRX | CryoPort Inc | $110.50万 | 0.10% | 70,382 | 70,382 | — | $110.50万 | 新建仓 |
| MEI | Methode Electronics Inc | $106.06万 | 0.09% | 55,911 | 55,911 | — | $106.06万 | 新建仓 |
| — | Duluth Holdings Inc | $102.97万 | 0.09% | 229,854 | 229,854 | — | $102.97万 | 新建仓 |
| STLN | Oncology Institute Inc/The | $102.34万 | 0.09% | 188,467 | 5,958 | 3.3% | $3.24万 | 重新持有 |
| — | Friedman Industries Inc | $99.89万 | 0.09% | 31,040 | 31,040 | — | $99.89万 | 新建仓 |
| — | Eagle Bancorp Montana Inc | $99.13万 | 0.09% | 41,423 | -10,651 | -20.5% | -$25.49万 | 减仓 |
| RLGT | Radiant Logistics Inc | $99.06万 | 0.09% | 104,713 | -4,308 | -4.0% | -$4.08万 | 减仓 |
| IMMX | Immix Biopharma Inc | $95.70万 | 0.09% | 92,825 | -28,031 | -23.2% | -$28.90万 | 减仓 |
| SENEA | Seneca Foods Corp | $95.53万 | 0.09% | 5,492 | -225 | -3.9% | -$3.91万 | 减仓 |
| — | WidePoint Corp | $94.71万 | 0.08% | 54,122 | -43,944 | -44.8% | -$76.90万 | 重新持有 |
| — | AmpliTech Group Inc | $93.70万 | 0.08% | 134,625 | -40,055 | -22.9% | -$27.88万 | 重新持有 |
| CLYM | Climb Bio Inc | $90.83万 | 0.08% | 69,657 | 69,657 | — | $90.83万 | 新建仓 |
| ACRS | Aclaris Therapeutics Inc | $90.63万 | 0.08% | 171,327 | -7,051 | -4.0% | -$3.73万 | 减仓 |
| SPIR | Spire Global Inc | $88.86万 | 0.08% | 47,775 | 47,775 | — | $88.86万 | 新建仓 |
| RRBI | Red River Bancshares Inc | $87.67万 | 0.08% | 9,605 | -3,545 | -27.0% | -$32.36万 | 减仓 |
| NVCT | Nuvectis Pharma Inc | $86.74万 | 0.08% | 47,168 | 47,168 | — | $86.74万 | 新建仓 |
| KOPN | Kopin Corp | $86.39万 | 0.08% | 192,837 | -40,436 | -17.3% | -$18.12万 | 重新持有 |
| — | Smart Sand Inc | $86.14万 | 0.08% | 171,938 | -68,203 | -28.4% | -$34.17万 | 减仓 |
| SFST | Southern First Bancshares Inc | $85.25万 | 0.08% | 13,952 | -7,523 | -35.0% | -$45.97万 | 减仓 |
| — | Broadwind Inc | $85.13万 | 0.08% | 176,250 | 176,250 | — | $85.13万 | 新建仓 |
| FISI | Financial Institutions Inc | $83.96万 | 0.07% | 21,546 | -887 | -4.0% | -$3.46万 | 减仓 |
| UMAC | Unusual Machines Inc /US | $82.70万 | 0.07% | 37,086 | -1,530 | -4.0% | -$3.41万 | 减仓 |
| ELMT | Elmet Group Co/The | $82.70万 | 0.07% | 41,895 | 41,895 | — | $82.70万 | 新建仓 |
| CLFD | Clearfield Inc | $81.20万 | 0.07% | 20,407 | 20,407 | — | $81.20万 | 新建仓 |
| — | LiveOne Inc | $81.14万 | 0.07% | 181,514 | 181,514 | — | $81.14万 | 新建仓 |
| FOSL | Fossil Group Inc | $79.89万 | 0.07% | 192,962 | -7,932 | -3.9% | -$3.28万 | 减仓 |
| MGNX | MacroGenics Inc | $79.33万 | 0.07% | 171,705 | 171,705 | — | $79.33万 | 新建仓 |
| — | Ampco-Pittsburgh Corp | $77.90万 | 0.07% | 90,053 | -25,740 | -22.2% | -$22.27万 | 减仓 |
| DUOT | Duos Technologies Group Inc | $77.50万 | 0.07% | 64,583 | -47,419 | -42.3% | -$56.90万 | 重新持有 |
| — | Apyx Medical Corp | $76.54万 | 0.07% | 170,470 | -75,965 | -30.8% | -$34.11万 | 减仓 |
| GLUE | Monte Rosa Therapeutics Inc | $73.61万 | 0.07% | 30,416 | -99,830 | -76.6% | -$241.59万 | 减仓 |
| — | Crexendo Inc | $72.19万 | 0.06% | 96,642 | -14,210 | -12.8% | -$10.61万 | 重新持有 |
| — | GCT Semiconductor Holding Inc | $71.65万 | 0.06% | 241,246 | 241,246 | — | $71.65万 | 新建仓 |
| QMCO | Quantum Corp | $71.34万 | 0.06% | 64,857 | 64,857 | — | $71.34万 | 新建仓 |
| SATL | Satellogic Inc | $71.33万 | 0.06% | 124,694 | -58,436 | -31.9% | -$33.43万 | 减仓 |
| PDLB | Ponce Financial Group Inc | $70.16万 | 0.06% | 35,185 | -1,450 | -4.0% | -$2.89万 | 减仓 |
| OVID | Ovid therapeutics Inc | $69.84万 | 0.06% | 259,631 | -10,667 | -3.9% | -$2.87万 | 减仓 |
| — | Trio-Tech International | $67.58万 | 0.06% | 54,854 | 54,854 | — | $67.58万 | 新建仓 |
| CMT | Core Molding Technologies Inc | $64.78万 | 0.06% | 27,449 | 27,449 | — | $64.78万 | 新建仓 |
| NPCE | NeuroPace Inc | $63.01万 | 0.06% | 39,656 | -1,633 | -4.0% | -$2.59万 | 减仓 |
| — | BranchOut Food Inc | $62.58万 | 0.06% | 136,047 | -5,598 | -4.0% | -$2.58万 | 减仓 |
| ATOM | Atomera Inc | $62.07万 | 0.06% | 71,261 | 71,261 | — | $62.07万 | 新建仓 |
| ZNTL | Zentalis Pharmaceuticals Inc | $61.53万 | 0.05% | 126,863 | 126,863 | — | $61.53万 | 新建仓 |
| RLMD | Relmada Therapeutics Inc | $61.21万 | 0.05% | 88,447 | -42,488 | -32.4% | -$29.40万 | 减仓 |
| — | Shimmick Corp | $60.77万 | 0.05% | 132,978 | -5,472 | -4.0% | -$2.50万 | 减仓 |
| — | Comstock Holding Cos Inc | $59.97万 | 0.05% | 37,502 | 37,502 | — | $59.97万 | 新建仓 |
| — | Beachbody Co Inc/The | $59.90万 | 0.05% | 58,608 | 58,608 | — | $59.90万 | 新建仓 |
| STRO | Sutro Biopharma Inc | $53.89万 | 0.05% | 16,232 | 16,232 | — | $53.89万 | 新建仓 |
| 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 |