13FBOX
Intrinsic Edge Capital Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Intrinsic Edge Capital Management LLC

No.2851 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9.67亿
环比变动 Q1 2026
+$3.65亿+60.5%
持仓股票数
103
新买入
30
加仓
39
减仓
22
清仓
29
持股不变
12
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Arm控股ARM
6.17%0.68%$5,966.2万16.8万股$407.9万2.7万股+14.1万股+523.99%加仓
HHUT 8HUT
4.18%2.41%$4,040.6万35.0万股$1,454.2万31.0万股+4.0万股+12.90%加仓
CCARPENTER TECHNOLOGYCRS
3.2%1.98%$3,098.4万5.0万股$1,191.5万3.0万股+2.0万股+66.16%加仓
FFLEXFLEX
3.18%0.98%$3,079.3万19.0万股$589.1万9.0万股+10.0万股+111.11%加仓
康宁GLW
2.35%5.17%$2,276.4万8.9万股$3,115.4万22.9万股-14.0万股-61.10%减仓
CCORE SCIENTIFIC NEWCORZ
2.24%1.18%$2,165.4万84.6万股$712.4万47.6万股+37.0万股+77.70%加仓
MSC INDL DIRECTMSM
2.09%1.68%$2,022.2万17.0万股$1,015.0万11.0万股+6.0万股+54.55%加仓
ARROW ELECTRSARW
1.99%1.55%$1,920.7万9.0万股$932.2万6.5万股+2.5万股+38.46%加仓
MICROCHIP TECHNOLOGYMCHP
1.95%2.38%$1,887.8万20.7万股$1,434.3万22.2万股-1.5万股-6.76%减仓
MMODINE MFGMOD
1.93%1.44%$1,869.1万7.0万股$866.8万4.0万股+3.0万股+75.00%加仓
SSPDR黄金信托GLD
1.9%3.57%$1,841.9万5.0万股$2,151.5万5.0万股00.00%持仓不变
MMASTECMTZ
1.81%2.26%$1,754.0万4.2万股$1,359.6万4.2万股-100股-0.24%减仓
WWisdomTree·INCWT
1.79%1.69%$1,727.9万102.0万股$1,019.2万70.0万股+32.0万股+45.71%加仓
CCENTURICTRI
1.77%2.02%$1,716.4万56.8万股$1,219.8万41.8万股+15.0万股+35.92%加仓
MMarex Group LtdMRX
1.72%0.59%$1,662.6万27.3万股$356.6万8.0万股+19.3万股+240.97%加仓
CCleanSparkCLSK
1.69%1.26%$1,636.5万112.5万股$761.4万89.5万股+23.0万股+25.71%加仓
天弘CLS
1.67%1.7%$1,617.1万4.4万股$1,023.3万3.6万股+8,000股+22.02%加仓
HELIOS TECHNOLOGIESHLIO
1.66%$1,606.5万18.0万股$00股+18.0万股新买入
OONTO INNOVATIONONTO
1.56%$1,513.8万4.0万股$00股+4.0万股新买入
VVSEVSEC
1.55%$1,496.2万6.5万股$00股+6.5万股新买入
RobinhoodHOOD
1.45%1.57%$1,406.3万14.0万股$944.1万13.6万股+4,000股+2.94%加仓
PPOWELL INDSPOWL
1.44%0.86%$1,393.7万4.9万股$517.1万9,556股+3.9万股+409.29%加仓
GRAHAMGHM
1.33%0.25%$1,287.4万10.4万股$151.0万1.9万股+8.5万股+443.70%加仓
CCHIME FINLCHYM
1.31%0.78%$1,269.8万62.0万股$468.3万25.0万股+37.0万股+148.00%加仓
EETOROETOR
1.31%0.95%$1,263.0万32.0万股$570.6万19.0万股+13.0万股+68.42%加仓
VVALKYRIE ETF TRUST IIWGMI
1.3%0.39%$1,261.4万20.0万股$235.0万6.8万股+13.3万股+196.30%加仓
OOPENLANEOPLN
1.27%1.45%$1,233.2万29.9万股$871.7万29.9万股00.00%持仓不变
RRXORXO
1.25%0.61%$1,214.0万44.0万股$365.5万25.0万股+19.0万股+76.00%加仓
亚马逊AMZN
1.23%1.55%$1,191.7万5.0万股$937.2万4.5万股+5,000股+11.11%加仓
KKNOWLESKN
1.2%0.98%$1,161.4万28.0万股$590.6万23.0万股+5.0万股+21.74%加仓
GGEOGEO
1.15%0.28%$1,114.9万37.7万股$168.1万10.0万股+27.7万股+277.30%加仓
EURONET WORLDWIDEEEFT
1.12%$1,079.6万14.8万股$00股+14.8万股新买入
IRON MTN DEL COMIRM
1.1%2.06%$1,067.5万8.5万股$1,243.3万12.2万股-3.7万股-30.57%减仓
OLD DOMINION FREIGHT LINE INODFL
1.09%1.62%$1,052.9万4.9万股$979.2万5.0万股-1,500股-2.99%减仓
WWATSCOWSO
1.08%2.41%$1,041.8万2.5万股$1,455.2万4.0万股-1.5万股-37.50%减仓
AACM RESHACMR
1.05%0.52%$1,015.1万8.0万股$314.8万8.0万股00.00%持仓不变
HUNT J B TRANS SVCSJBHT
1.05%1.41%$1,013.0万3.5万股$847.6万4.0万股-5,000股-12.50%减仓
COOPER STDCPS
1.03%1.57%$998.9万36.9万股$945.6万33.9万股+3.0万股+8.84%加仓
CRYOPORT COM PAR $0.001CYRX
1.02%0.87%$989.1万63.0万股$521.6万63.0万股00.00%持仓不变
DIODESDIOD
1.02%0.96%$985.0万9.0万股$580.2万8.5万股+5,000股+5.88%加仓
TTALEN ENERGYTLN
1.01%0.98%$979.9万2.6万股$590.6万1.9万股+7,000股+37.84%加仓
PPRIMORIS SVCSPRIM
1.01%1.41%$978.6万9.9万股$847.1万5.9万股+4.0万股+66.70%加仓
MMILLROSE PPTYS INC CLASS AMRP
0.98%$946.0万31.5万股$00股+31.5万股新买入
CCECO ENVIRONMENTALCECO
0.97%$934.3万10.3万股$00股+10.3万股新买入
CAVCO INDS DELCVCO
0.95%$921.6万1.5万股$00股+1.5万股新买入
博通AVGO
0.94%0.77%$906.6万2.4万股$464.3万1.5万股+9,000股+60.00%加仓
CRANE NXTCXT
0.9%0.34%$869.7万17.0万股$203.0万5.0万股+12.0万股+240.00%加仓
CCOHUCOHU
0.89%$857.4万11.6万股$00股+11.6万股新买入
BlockXYZ
0.86%$836.0万11.0万股$00股+11.0万股新买入
EELEMENT SOLUTIONSESI
0.85%0.58%$826.5万17.3万股$352.0万10.3万股+7.0万股+67.90%加仓

🧭 机构资金流板块热力图

净流出 净流入