Apis Capital Advisors, LLC
New York NY · SEC CIK 0001386892
$10.27亿2026Q2 申报市值
60持仓数
48.8%前十大占比 · 第一大 9.6%
20 / 14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
OGC 新建仓+$4,514.85万
U 新建仓+$2,858.00万
NOK 新建仓+$2,770.21万
CLF 新建仓+$2,385.06万
ANAB 加仓+$1,748.25万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$6,821.19万
WDC 减仓-$3,295.80万
SIMO 减仓-$2,359.98万
STX 减仓-$2,316.97万
VVX 清仓-$1,280.95万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GTX | GARRETT MOTION INC | $9,883.54万 | 9.62% | 2,728,000 | 62,650 | 2.4% | $226.98万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $5,946.61万 | 5.79% | 178,400 | -70,800 | -28.4% | -$2,359.98万 | 减仓 |
| CELC | CELCUITY INC | $5,628.56万 | 5.48% | 538,000 | 23,000 | 4.5% | $240.63万 | 加仓 |
| ARIS | ARIS MINING CORPORATION | $5,340.38万 | 5.20% | 2,525,000 | 6,032 | 0.2% | $12.76万 | 加仓 |
| OGC | OCEANAGOLD CORP | $4,514.85万 | 4.39% | 1,270,000 | 1,270,000 | — | $4,514.85万 | 新建仓 |
| SNDK | SANDISK CORP | $4,320.09万 | 4.21% | 19,000 | -30,000 | -61.2% | -$6,821.19万 | 减仓 |
| SSRM | SSR MINING IN | $3,987.48万 | 3.88% | 1,410,000 | 16,000 | 1.1% | $45.25万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $3,704.58万 | 3.61% | 58,000 | -51,600 | -47.1% | -$3,295.80万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3,434.43万 | 3.34% | 35,590 | -24,010 | -40.3% | -$2,316.97万 | 减仓 |
| ANAB | ANAPTYSBIO INC | $3,354.75万 | 3.27% | 497,000 | 259,000 | 108.8% | $1,748.25万 | 加仓 |
| HNGE | HINGE HEALTH INC | $3,087.60万 | 3.01% | 372,000 | 161,000 | 76.3% | $1,336.30万 | 加仓 |
| TLN | TALEN ENERGY CORP | $2,997.23万 | 2.92% | 78,000 | -2,000 | -2.5% | -$76.85万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $2,992.74万 | 2.91% | 1,860,000 | 880,000 | 89.8% | $1,415.92万 | 加仓 |
| SN | SHARKNINJA INC | $2,954.04万 | 2.88% | 194,000 | 23,000 | 13.5% | $350.22万 | 加仓 |
| U | UNITY SOFTWARE INC | $2,858.00万 | 2.78% | 1,000,000 | 1,000,000 | — | $2,858.00万 | 新建仓 |
| NOK | NOKIA CORP | $2,770.21万 | 2.70% | 2,086,000 | 2,086,000 | — | $2,770.21万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $2,385.06万 | 2.32% | 2,540,000 | 2,540,000 | — | $2,385.06万 | 新建仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $2,363.82万 | 2.30% | 370,504 | 140,504 | 61.1% | $896.42万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $2,146.20万 | 2.09% | 1,470,000 | 90,000 | 6.5% | $131.40万 | 加仓 |
| TPB | TURNING PT BRANDS INC | $2,091.41万 | 2.04% | 246,600 | -7,400 | -2.9% | -$62.76万 | 减仓 |
| LASR | NLIGHT INC | $1,902.02万 | 1.85% | 273,200 | -56,800 | -17.2% | -$395.44万 | 减仓 |
| TOST | TOAST INC | $1,841.68万 | 1.79% | 662,000 | 32,000 | 5.1% | $89.02万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $1,739.54万 | 1.69% | 184,000 | -14,000 | -7.1% | -$132.36万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1,457.44万 | 1.42% | 271,000 | 271,000 | — | $1,457.44万 | 新建仓 |
| SITM | SITIME CORP | $1,297.27万 | 1.26% | 17,400 | -10,000 | -36.5% | -$745.56万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $1,232.10万 | 1.20% | 450,000 | 100,666 | 28.8% | $275.62万 | 重新持有 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $1,215.42万 | 1.18% | 556,000 | 6,000 | 1.1% | $13.12万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $1,116.22万 | 1.09% | 140,000 | -156,000 | -52.7% | -$1,243.79万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $1,065.90万 | 1.04% | 112,000 | 112,000 | — | $1,065.90万 | 新建仓 |
| ABVX | ABIVAX SA | $986.12万 | 0.96% | 74,000 | -54,800 | -42.5% | -$730.26万 | 减仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $976.32万 | 0.95% | 206,280 | 206,280 | — | $976.32万 | 新建仓 |
| ADUS | ADDUS HOMECARE CORP | $843.95万 | 0.82% | 84,000 | 5,000 | 6.3% | $50.23万 | 加仓 |
| CLMT | CALUMET INC | $835.66万 | 0.81% | 232,000 | 232,000 | — | $835.66万 | 新建仓 |
| AMBA | AMBARELLA INC | $755.04万 | 0.73% | 88,000 | 88,000 | — | $755.04万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $706.70万 | 0.69% | 148,000 | 148,000 | — | $706.70万 | 新建仓 |
| ECVT | ECOVYST INC | $672.30万 | 0.65% | 540,000 | 540,000 | — | $672.30万 | 新建仓 |
| FEIM | FREQUENCY ELECTRS INC | $661.62万 | 0.64% | 99,717 | 13,764 | 16.0% | $91.32万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $636.27万 | 0.62% | 112,000 | -74,002 | -39.8% | -$420.41万 | 重新持有 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $596.00万 | 0.58% | 39,000 | -50,000 | -56.2% | -$764.10万 | 减仓 |
| WOLF | WOLFSPEED INC | $559.70万 | 0.54% | 116,000 | 116,000 | — | $559.70万 | 新建仓 |
| SMTC | SEMTECH CORP | $485.55万 | 0.47% | 30,000 | 30,000 | — | $485.55万 | 新建仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $477.42万 | 0.46% | 292,000 | 16,000 | 5.8% | $26.16万 | 加仓 |
| ALM | ALMONTY INDS INC | $460.37万 | 0.45% | 278,000 | 38,000 | 15.8% | $62.93万 | 加仓 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $454.71万 | 0.44% | 226,000 | 226,000 | — | $454.71万 | 新建仓 |
| ALMU | AELUMA INC | $428.35万 | 0.42% | 194,000 | -12,000 | -5.8% | -$26.50万 | 减仓 |
| HNRG | HALLADOR ENERGY COMPANY | $347.80万 | 0.34% | 200,000 | -639,000 | -76.2% | -$1,111.22万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $344.68万 | 0.34% | 70,000 | 70,000 | — | $344.68万 | 新建仓 |
| FTK | FLOTEK INDUSTRIES INC | $324.58万 | 0.32% | 138,000 | 138,000 | — | $324.58万 | 新建仓 |
| — | SILICOM LTD | $210.94万 | 0.21% | 44,000 | 44,000 | — | $210.94万 | 新建仓 |
| KOPN | KOPIN CORP | $179.20万 | 0.17% | 400,000 | 400,000 | — | $179.20万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $174.00万 | 0.17% | 300,000 | 0 | 0.0% | — | 不变 |
| SLDB | SOLID BIOSCIENCES INC | $159.84万 | 0.16% | 160,000 | 0 | 0.0% | — | 不变 |
| MPTI | M-TRON INDS INC | $158.64万 | 0.15% | 16,000 | 4,000 | 33.3% | $39.66万 | 加仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $145.68万 | 0.14% | 80,000 | 20,000 | 33.3% | $36.42万 | 加仓 |
| — | SUPERCOM LTD NEW | $137.28万 | 0.13% | 120,000 | 10,000 | 9.1% | $11.44万 | 加仓 |
| ELMT | ELMET GROUP CO (THE) | $118.44万 | 0.12% | 60,000 | 60,000 | — | $118.44万 | 新建仓 |
| APPS | DIGITAL TURBINE INC | $114.62万 | 0.11% | 88,856 | 88,856 | — | $114.62万 | 新建仓 |
| — | DYADIC INTL INC DEL | $72.12万 | 0.07% | 804,882 | -466,090 | -36.7% | -$41.76万 | 减仓 |
| — | TECOGEN INC NEW | $58.46万 | 0.06% | 112,000 | 35,000 | 45.5% | $18.27万 | 加仓 |
| — | SKY HARBOUR GROUP CORPORATIO | $24.15万 | 0.02% | 24,543 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $0 | 0.00% | 0 | -187,000 | -100.0% | -$1,280.95万 | 清仓 |
| BTU | PEABODY ENGR CORP | $0 | 0.00% | 0 | -350,000 | -100.0% | -$1,153.25万 | 清仓 |
| AIP | ARTERIS INC | $0 | 0.00% | 0 | -190,000 | -100.0% | -$312.36万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -30,921 | -100.0% | -$261.56万 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $0 | 0.00% | 0 | -108,000 | -100.0% | -$182.09万 | 清仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$157.40万 | 清仓 |
| LODE | COMSTOCK INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$91.50万 | 清仓 |
| ATEX | ANTERIX INC | $0 | 0.00% | 0 | -19,740 | -100.0% | -$75.39万 | 清仓 |
| — | VUZIX CORP | $0 | 0.00% | 0 | -320,000 | -100.0% | -$73.92万 | 清仓 |
| — | TRISALUS LIFE SCIENCES INC | $0 | 0.00% | 0 | -180,000 | -100.0% | -$72.00万 | 清仓 |
| — | MOBILICOM LTD | $0 | 0.00% | 0 | -133,916 | -100.0% | -$68.83万 | 清仓 |
| VELO | VELO3D INC | $0 | 0.00% | 0 | -68,000 | -100.0% | -$63.85万 | 清仓 |
| CTGO | CONTANGO SILVER & GOLD INC | $0 | 0.00% | 0 | -21,521 | -100.0% | -$40.35万 | 清仓 |
| IPX | IPERIONX LTD | $0 | 0.00% | 0 | -14,000 | -100.0% | -$36.46万 | 清仓 |