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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| AMLX | Amylyx Pharmaceuticals Inc | $0 | 0.00% | 0 | -53,256 | -100.0% | -$74.03万 | 清仓 |
| — | Legacy Education Inc | $0 | 0.00% | 0 | -58,183 | -100.0% | -$72.85万 | 清仓 |
| TPB | Turning Point Brands Inc | $0 | 0.00% | 0 | -8,226 | -100.0% | -$71.39万 | 清仓 |
| DRUG | Bright Minds Biosciences Inc | $0 | 0.00% | 0 | -9,189 | -100.0% | -$67.05万 | 清仓 |
| LTRX | Lantronix Inc | $0 | 0.00% | 0 | -122,521 | -100.0% | -$64.20万 | 清仓 |
| DC | Dakota Gold Corp | $0 | 0.00% | 0 | -125,413 | -100.0% | -$63.33万 | 清仓 |
| — | Armata Pharmaceuticals Inc | $0 | 0.00% | 0 | -60,955 | -100.0% | -$62.42万 | 清仓 |
| — | DiaMedica Therapeutics Inc | $0 | 0.00% | 0 | -91,425 | -100.0% | -$61.89万 | 清仓 |
| — | Gold Resource Corp | $0 | 0.00% | 0 | -507,432 | -100.0% | -$60.89万 | 清仓 |
| BIOA | BioAge Labs Inc | $0 | 0.00% | 0 | -34,809 | -100.0% | -$60.88万 | 清仓 |
| — | Perma-Pipe International Holdings Inc | $0 | 0.00% | 0 | -20,421 | -100.0% | -$60.88万 | 清仓 |
| AVIR | Atea Pharmaceuticals Inc | $0 | 0.00% | 0 | -112,866 | -100.0% | -$60.72万 | 清仓 |
| IVR | Invesco Mortgage Capital Inc | $0 | 0.00% | 0 | -72,293 | -100.0% | -$58.41万 | 清仓 |
| — | CPS Technologies Corp | $0 | 0.00% | 0 | -153,369 | -100.0% | -$57.36万 | 清仓 |
| — | Lands' End Inc | $0 | 0.00% | 0 | -50,203 | -100.0% | -$56.43万 | 清仓 |
| LCTX | Lineage Cell Therapeutics Inc | $0 | 0.00% | 0 | -346,615 | -100.0% | -$54.77万 | 清仓 |
| — | Paramount Gold Nevada Corp | $0 | 0.00% | 0 | -328,997 | -100.0% | -$54.61万 | 清仓 |
| — | Coherus Oncology Inc | $0 | 0.00% | 0 | -309,801 | -100.0% | -$52.36万 | 清仓 |
| ENTA | Enanta Pharmaceuticals Inc | $0 | 0.00% | 0 | -40,952 | -100.0% | -$51.72万 | 清仓 |
| — | Greenwich Lifesciences Inc | $0 | 0.00% | 0 | -21,430 | -100.0% | -$51.47万 | 清仓 |
| NRGV | Energy Vault Holdings Inc | $0 | 0.00% | 0 | -154,791 | -100.0% | -$51.08万 | 清仓 |
| HRTG | Heritage Insurance Holdings Inc | $0 | 0.00% | 0 | -18,843 | -100.0% | -$49.46万 | 清仓 |
| — | Sypris Solutions Inc | $0 | 0.00% | 0 | -145,420 | -100.0% | -$41.44万 | 清仓 |
| IDR | Idaho Strategic Resources Inc | $0 | 0.00% | 0 | -12,853 | -100.0% | -$41.28万 | 清仓 |
| MNPR | Monopar Therapeutics Inc | $0 | 0.00% | 0 | -6,225 | -100.0% | -$34.11万 | 清仓 |
| — | KORU Medical Systems Inc | $0 | 0.00% | 0 | -77,013 | -100.0% | -$33.27万 | 清仓 |
| — | M-Tron Industries Inc | $0 | 0.00% | 0 | -30,226 | -100.0% | -$6.35万 | 清仓 |