SUSQUEHANNA ADVISORS GROUP, INC.
BALA CYNWYD PA · SEC CIK 0001444949
$57.46亿2026Q2 申报市值
133持仓数
38.6%前十大占比 · 第一大 8.6%
65 / 71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
SUPER MICRO COMP 新建仓+$3.02亿
BOEING CO 新建仓+$2.07亿
GEV 新建仓+$1.76亿
BABA 新建仓+$1.55亿
GOOGL 新建仓+$1.34亿
2026Q2 卖出最多 按季末市值估算
SHOP 清仓-$1.04亿
ORCL 清仓-$1.02亿
NKE 清仓-$9,507.60万
LITE 清仓-$8,229.23万
APLD 清仓-$7,852.24万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $4.96亿 | 8.64% | 673,923 | 0 | 0.0% | — | 不变 |
| — | SUPER MICRO COMPUTER INC | $3.02亿 | 5.26% | 5,811,200 | 5,811,200 | — | $3.02亿 | 新建仓 |
| — | BOEING CO | $2.07亿 | 3.60% | 3,075,000 | 3,075,000 | — | $2.07亿 | 新建仓 |
| LRCX | LAM RESEARCH CORP 看涨期权 | $2.04亿 | 3.56% | 471,600 | 471,600 | — | $2.04亿 | 新建仓 |
| GEV | GE VERNOVA INC | $1.76亿 | 3.07% | 150,000 | 150,000 | — | $1.76亿 | 新建仓 |
| GEV | GE VERNOVA INC 看跌期权 | $1.76亿 | 3.07% | 150,000 | 150,000 | — | $1.76亿 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.73亿 | 3.02% | 363,200 | 39,700 | 12.3% | $1,895.95万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看跌期权 | $1.73亿 | 3.02% | 363,200 | 39,700 | 12.3% | $1,895.95万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1.55亿 | 2.70% | 1,619,000 | 1,619,000 | — | $1.55亿 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD 看跌期权 | $1.55亿 | 2.70% | 1,619,000 | 1,619,000 | — | $1.55亿 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $1.53亿 | 2.66% | 204,500 | 204,500 | — | $1.53亿 | 新建仓 |
| PFE | PFIZER INC | $1.44亿 | 2.51% | 6,000,000 | 1,000,000 | 20.0% | $2,408.00万 | 加仓 |
| PFE | PFIZER INC 看跌期权 | $1.44亿 | 2.51% | 6,000,000 | 1,000,000 | 20.0% | $2,408.00万 | 加仓 |
| JD | JD.COM INC 看跌期权 | $1.42亿 | 2.46% | 5,555,500 | 2,885,500 | 108.1% | $7,352.25万 | 重新持有 |
| JD | JD.COM INC | $1.42亿 | 2.46% | 5,555,500 | 2,885,500 | 108.1% | $7,352.25万 | 重新持有 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $1.40亿 | 2.43% | 697,600 | -360,600 | -34.1% | -$7,215.25万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $1.40亿 | 2.43% | 697,600 | -360,600 | -34.1% | -$7,215.25万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $1.36亿 | 2.37% | 265,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1.34亿 | 2.33% | 374,732 | 374,732 | — | $1.34亿 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC 看涨期权 | $1.32亿 | 2.30% | 387,500 | 387,500 | — | $1.32亿 | 新建仓 |
| NOW | SERVICENOW INC 看跌期权 | $1.28亿 | 2.23% | 1,290,300 | 1,290,300 | — | $1.28亿 | 新建仓 |
| NOW | SERVICENOW INC | $1.28亿 | 2.23% | 1,290,300 | 1,290,300 | — | $1.28亿 | 新建仓 |
| GOOG | ALPHABET INC | $1.20亿 | 2.09% | 339,508 | 339,508 | — | $1.20亿 | 新建仓 |
| NFLX | NETFLIX INC. 看跌期权 | $1.17亿 | 2.04% | 1,643,800 | 1,643,800 | — | $1.17亿 | 新建仓 |
| NFLX | NETFLIX INC. | $1.17亿 | 2.04% | 1,643,800 | 1,643,800 | — | $1.17亿 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO 看涨期权 | $1.15亿 | 2.01% | 2,000,000 | 2,000,000 | — | $1.15亿 | 新建仓 |
| GWW | WW GRAINGER INC 看涨期权 | $1.09亿 | 1.89% | 80,000 | -90,900 | -53.2% | -$1.24亿 | 重新持有 |
| HLT | HILTON WORLDWIDE HLDGS INC 看跌期权 | $1.06亿 | 1.84% | 320,700 | -69,300 | -17.8% | -$2,290.09万 | 重新持有 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.06亿 | 1.84% | 320,700 | -69,300 | -17.8% | -$2,290.09万 | 重新持有 |
| NN | NEXTNAV INC | $9,895.87万 | 1.72% | 5,550,124 | 0 | 0.0% | — | 不变 |
| — | APOLLO GLOBAL MGMT INC | $8,376.50万 | 1.46% | 1,375,000 | 0 | 0.0% | — | 不变 |
| XRT | SPDR SERIES TRUST | $6,580.50万 | 1.15% | 750,000 | 0 | 0.0% | — | 不变 |
| — | GDS HLDGS LTD | $6,440.35万 | 1.12% | 53,200,000 | 53,200,000 | — | $6,440.35万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $5,936.82万 | 1.03% | 79,500 | -100,500 | -55.8% | -$7,505.04万 | 减仓 |
| — | NEXTERA ENERGY INC | $5,765.69万 | 1.00% | 1,085,000 | 625,000 | 135.9% | $3,321.25万 | 加仓 |
| — | MICROCHIP TECHNOLOGY INC. | $5,369.70万 | 0.93% | 700,000 | 700,000 | — | $5,369.70万 | 新建仓 |
| MSTR | STRATEGY INC 看跌期权 | $5,215.80万 | 0.91% | 600,000 | 0 | 0.0% | — | 不变 |
| — | NEXTERA ENERGY INC | $5,169.24万 | 0.90% | 1,078,273 | -275,000 | -20.3% | -$1,318.35万 | 减仓 |
| — | HEWLETT PACKARD ENTERPRISE C | $4,626.40万 | 0.81% | 400,000 | -475,000 | -54.3% | -$5,493.85万 | 减仓 |
| GME | GAMESTOP CORP | $3,674.26万 | 0.64% | 36,538,000 | 36,538,000 | — | $3,674.26万 | 新建仓 |
| — | ORACLE CORP | $3,528.57万 | 0.61% | 785,000 | -5,000 | -0.6% | -$22.48万 | 减仓 |
| — | ALBEMARLE CORP | $3,321.00万 | 0.58% | 600,000 | -300,000 | -33.3% | -$1,660.50万 | 减仓 |
| — | SHIFT4 PMTS INC | $3,238.04万 | 0.56% | 520,000 | -25,000 | -4.6% | -$155.68万 | 减仓 |
| PRCH | PORCH GROUP INC | $2,806.09万 | 0.49% | 19,415,000 | -18,735,000 | -49.1% | -$2,707.81万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $2,246.27万 | 0.39% | 224,000 | 224,000 | — | $2,246.27万 | 新建仓 |
| GDX | VANECK ETF TRUST | $1,918.69万 | 0.33% | 254,300 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $1,867.65万 | 0.33% | 19,000,000 | 19,000,000 | — | $1,867.65万 | 新建仓 |
| — | NEXTERA ENERGY INC | $1,863.75万 | 0.32% | 375,000 | 175,000 | 87.5% | $869.75万 | 加仓 |
| — | PPL CORP | $1,840.12万 | 0.32% | 375,000 | -25,000 | -6.2% | -$122.67万 | 减仓 |
| — | ALPHABET INC | $1,760.50万 | 0.31% | 350,000 | 350,000 | — | $1,760.50万 | 新建仓 |
| — | QXO INC | $1,705.90万 | 0.30% | 350,000 | -80,000 | -18.6% | -$389.92万 | 重新持有 |
| LGND | LIGAND PHARMACEUTICALS INC | $1,409.76万 | 0.25% | 44,600 | 44,600 | — | $1,409.76万 | 新建仓 |
| QNC | QUANTUM EMOTION CORP | $1,351.94万 | 0.24% | 4,333,145 | 4,333,145 | — | $1,351.94万 | 新建仓 |
| — | SERVICE PPTYS TR | $929.25万 | 0.16% | 5,498,517 | 1,459,398 | 36.1% | $246.64万 | 加仓 |
| ADT | ADT INC DEL | $884.22万 | 0.15% | 1,360,341 | 1,360,341 | — | $884.22万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $805.76万 | 0.14% | 21,775 | 0 | 0.0% | — | 不变 |
| — | PG&E CORP | $620.55万 | 0.11% | 150,000 | 150,000 | — | $620.55万 | 新建仓 |
| OTEX | OPEN TEXT CORP | $525.35万 | 0.09% | 237,178 | 172,061 | 264.2% | $381.12万 | 加仓 |
| COMP | COMPASS INC | $513.19万 | 0.09% | 416,214 | -99,984 | -19.4% | -$123.28万 | 减仓 |
| CC | CHEMOURS CO | $494.56万 | 0.09% | 241,016 | 102,556 | 74.1% | $210.44万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $395.11万 | 0.07% | 184,200 | 184,200 | — | $395.11万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $387.68万 | 0.07% | 95,700 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC | $377.01万 | 0.07% | 258,400 | 258,400 | — | $377.01万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $369.24万 | 0.06% | 150,404 | 75,404 | 100.5% | $185.12万 | 重新持有 |
| EXE | EXPAND ENERGY CORPORATION | $363.54万 | 0.06% | 39,866 | -32,056 | -44.6% | -$292.32万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $324.43万 | 0.06% | 72,337 | 32,037 | 79.5% | $143.69万 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $265.55万 | 0.05% | 50,000 | 50,000 | — | $265.55万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $233.76万 | 0.04% | 85,500 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $192.93万 | 0.03% | 45,300 | 45,300 | — | $192.93万 | 新建仓 |
| RRC | RANGE RES CORP | $184.29万 | 0.03% | 49,553 | 49,553 | — | $184.29万 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD | $179.22万 | 0.03% | 157,621 | 157,621 | — | $179.22万 | 新建仓 |
| MKSI | MKS INC. | $174.90万 | 0.03% | 59,312,000 | 48,775,000 | 462.9% | $143.83万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $169.59万 | 0.03% | 20,250 | 0 | 0.0% | — | 不变 |
| SUNC | SUNOCOCORP LLC | $162.89万 | 0.03% | 24,071 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $155.17万 | 0.03% | 16,500 | 16,500 | — | $155.17万 | 新建仓 |
| NET | CLOUDFLARE INC | $149.54万 | 0.03% | 116,426,000 | 111,426,000 | 2,228.5% | $143.12万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $143.96万 | 0.03% | 40,967 | -7,033 | -14.7% | -$24.71万 | 重新持有 |
| AVAV | AEROVIRONMENT INC | $143.94万 | 0.03% | 8,720 | -12,100 | -58.1% | -$199.73万 | 减仓 |
| — | NEXTERA ENERGY CAP HLDGS INC | $141.69万 | 0.02% | 107,874,000 | 11,445,000 | 11.9% | $15.03万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $133.44万 | 0.02% | 15,400 | -80,000 | -83.9% | -$693.20万 | 减仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $133.34万 | 0.02% | 232,308 | 232,308 | — | $133.34万 | 新建仓 |
| WLFC | WILLIS LEASE FIN CORP | $118.52万 | 0.02% | 5,180 | 5,180 | — | $118.52万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $111.60万 | 0.02% | 76,500,000 | 76,500,000 | — | $111.60万 | 新建仓 |
| BTU | PEABODY ENGR CORP | $108.09万 | 0.02% | 46,750 | 46,750 | — | $108.09万 | 新建仓 |
| EQT | EQT CORP | $106.58万 | 0.02% | 20,045 | 20,045 | — | $106.58万 | 新建仓 |
| ADTN | ADTRAN HOLDINGS INC | $102.68万 | 0.02% | 73,870 | -7,824 | -9.6% | -$10.88万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $96.21万 | 0.02% | 33,900 | 33,900 | — | $96.21万 | 新建仓 |
| GDS | GDS HLDGS LTD | $94.38万 | 0.02% | 31,427 | 0 | 0.0% | — | 不变 |
| — | ALIBABA GROUP HLDG LTD | $87.47万 | 0.02% | 74,155,000 | -16,000,000 | -17.7% | -$18.87万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $77.98万 | 0.01% | 43,492 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $73.11万 | 0.01% | 61,500,000 | 35,894,000 | 140.2% | $42.67万 | 重新持有 |
| SA | SEABRIDGE GOLD INC | $62.63万 | 0.01% | 24,333 | 24,333 | — | $62.63万 | 新建仓 |
| TGB | TREKOR METALS LTD | $61.51万 | 0.01% | 89,400 | 89,400 | — | $61.51万 | 新建仓 |
| — | SUPER MICRO COMPUTER INC | $58.41万 | 0.01% | 66,000,000 | 66,000,000 | — | $58.41万 | 新建仓 |
| AMRZ | AMRIZE LTD | $52.77万 | 0.01% | 9,900 | 9,900 | — | $52.77万 | 新建仓 |
| CDE | COEUR MNG INC | $52.55万 | 0.01% | 32,200 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $44.48万 | 0.01% | 10,100 | 10,100 | — | $44.48万 | 新建仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $43.81万 | 0.01% | 20,568 | -198,137 | -90.6% | -$422.03万 | 减仓 |
| FE | FIRSTENERGY CORP | $33.89万 | 0.01% | 30,500,000 | 30,500,000 | — | $33.89万 | 新建仓 |
| — | STRATEGY INC | $30.66万 | 0.01% | 30,150,000 | 14,500,000 | 92.7% | $14.75万 | 加仓 |