SUMMIT SECURITIES GROUP LLC
NEW YORK NY · SEC CIK 0001531593
$8.10亿2026Q1 申报市值
1,015持仓数
57.6%前十大占比 · 第一大 27.7%
436 / 398新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
QQQ 加仓+$3,457.71万
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IBM 加仓+$1,223.68万
AVGO 加仓+$1,076.54万
AMZN 加仓+$650.70万
2026Q1 卖出最多 按季末市值估算
TSM 清仓-$5,375.81万
GDX 清仓-$2,606.56万
URA 减仓-$2,395.83万
SILJ 减仓-$2,306.27万
META 减仓-$2,261.06万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| HOPE | HOPE BANCORP INC | $1.57万 | 0.00% | 1,404 | 1,404 | — | $1.57万 | 新建仓 |
| EQIX | EQUINIX INC | $1.57万 | 0.00% | 16 | -129 | -89.0% | -$12.65万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1.58万 | 0.00% | 63 | 63 | — | $1.58万 | 新建仓 |
| PLMR | PALOMAR HLDGS INC | $1.59万 | 0.00% | 133 | 133 | — | $1.59万 | 新建仓 |
| CNOB | CONNECTONE BANCORP INC | $1.59万 | 0.00% | 595 | 595 | — | $1.59万 | 新建仓 |
| Z | ZILLOW GROUP INC | $1.59万 | 0.00% | 385 | 385 | — | $1.59万 | 新建仓 |
| ENTG | ENTEGRIS INC | $1.59万 | 0.00% | 136 | 136 | — | $1.59万 | 新建仓 |
| JBIO | JADE BIOSCIENCES INC | $1.59万 | 0.00% | 1,135 | 1,135 | — | $1.59万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $1.60万 | 0.00% | 375 | -861 | -69.7% | -$3.66万 | 重新持有 |
| EFSC | ENTERPRISE FINL SVCS CORP | $1.60万 | 0.00% | 295 | 295 | — | $1.60万 | 新建仓 |
| MXL | MAXLINEAR INC | $1.60万 | 0.00% | 918 | 918 | — | $1.60万 | 新建仓 |
| MITK | MITEK SYS INC | $1.60万 | 0.00% | 1,183 | 1,183 | — | $1.60万 | 新建仓 |
| HROW | HARROW INC | $1.60万 | 0.00% | 453 | 453 | — | $1.60万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $1.60万 | 0.00% | 739 | 739 | — | $1.60万 | 新建仓 |
| UPWK | UPWORK INC | $1.60万 | 0.00% | 1,458 | 557 | 61.8% | $6,105 | 加仓 |
| SLDP | SOLID POWER INC | $1.60万 | 0.00% | 5,333 | 496 | 10.3% | $1,488 | 重新持有 |
| RDNT | RADNET INC | $1.60万 | 0.00% | 287 | 287 | — | $1.60万 | 新建仓 |
| AGYS | AGILYSYS INC | $1.62万 | 0.00% | 228 | 66 | 40.7% | $4,695 | 重新持有 |
| INTA | INTAPP INC | $1.63万 | 0.00% | 635 | 113 | 21.6% | $2,903 | 重新持有 |
| — | FIRST FNDTN INC | $1.65万 | 0.00% | 2,800 | 2,800 | — | $1.65万 | 新建仓 |
| GSK | GSK PLC | $1.66万 | 0.00% | 300 | -1,900 | -86.4% | -$10.49万 | 减仓 |
| TEM | TEMPUS AI INC | $1.66万 | 0.00% | 368 | 368 | — | $1.66万 | 新建仓 |
| — | PARK DENTAL PARTNERS INC | $1.68万 | 0.00% | 1,000 | 1,000 | — | $1.68万 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $1.70万 | 0.00% | 1,292 | 1,292 | — | $1.70万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $1.70万 | 0.00% | 300 | 300 | — | $1.70万 | 新建仓 |
| — | NANO DIMENSION LTD | $1.70万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| BORR | BORR DRILLING LTD | $1.71万 | 0.00% | 2,960 | 2,960 | — | $1.71万 | 新建仓 |
| MFA | MFA FINL INC | $1.72万 | 0.00% | 1,800 | 300 | 20.0% | $2,874 | 加仓 |
| — | MFA FINL INC 看跌期权 | $1.72万 | 0.00% | 1,800 | 1,800 | — | $1.72万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $1.73万 | 0.00% | 323 | 102 | 46.2% | $5,462 | 加仓 |
| MCK | MCKESSON CORP | $1.73万 | 0.00% | 20 | -163 | -89.1% | -$14.11万 | 减仓 |
| GLW | CORNING INC | $1.74万 | 0.00% | 128 | -2,630 | -95.4% | -$35.76万 | 减仓 |
| BL | BLACKLINE INC | $1.75万 | 0.00% | 472 | 472 | — | $1.75万 | 新建仓 |
| SO | SOUTHERN CO | $1.75万 | 0.00% | 181 | -3,153 | -94.6% | -$30.43万 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $1.77万 | 0.00% | 1,000 | 211 | 26.7% | $3,745 | 加仓 |
| — | PARAMOUNT SKYDANCE CORP 看涨期权 | $1.80万 | 0.00% | 2,000 | 2,000 | — | $1.80万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.82万 | 0.00% | 42 | -205 | -83.0% | -$8.90万 | 减仓 |
| PONY | PONY AI INC | $1.83万 | 0.00% | 1,935 | 1,935 | — | $1.83万 | 新建仓 |
| MDT | MEDTRONIC PLC | $1.83万 | 0.00% | 211 | -24,817 | -99.2% | -$215.04万 | 减仓 |
| IRON | DISC MEDICINE INC | $1.84万 | 0.00% | 287 | 287 | — | $1.84万 | 新建仓 |
| SYK | STRYKER CORPORATION | $1.87万 | 0.00% | 57 | -455 | -88.9% | -$14.95万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1.88万 | 0.00% | 103 | -1,088 | -91.4% | -$19.85万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1.88万 | 0.00% | 21 | -167 | -88.8% | -$14.95万 | 减仓 |
| — | CIRCLE INTERNET GROUP INC 看跌期权 | $1.91万 | 0.00% | 200 | 200 | — | $1.91万 | 新建仓 |
| BILL | BILL HOLDINGS INC | $1.92万 | 0.00% | 500 | -500 | -50.0% | -$1.92万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $1.93万 | 0.00% | 1,684 | 1,684 | — | $1.93万 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD | $1.93万 | 0.00% | 1,599 | 1,599 | — | $1.93万 | 新建仓 |
| NEM | NEWMONT CORP | $1.94万 | 0.00% | 179 | -1,443 | -89.0% | -$15.62万 | 减仓 |
| DHR | DANAHER CORP DEL | $1.95万 | 0.00% | 103 | -831 | -89.0% | -$15.76万 | 减仓 |
| CB | CHUBB LTD SWITZ | $1.96万 | 0.00% | 60 | -677 | -91.9% | -$22.07万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $1.97万 | 0.00% | 711 | 711 | — | $1.97万 | 新建仓 |
| VRNS | VARONIS SYS INC | $1.99万 | 0.00% | 925 | 925 | — | $1.99万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $1.99万 | 0.00% | 33 | -1,370 | -97.6% | -$82.80万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $2.00万 | 0.00% | 323 | -275 | -46.0% | -$1.70万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $2.00万 | 0.00% | 101 | -820 | -89.0% | -$16.26万 | 减仓 |
| PLD | PROLOGIS INC. | $2.02万 | 0.00% | 153 | -2,327 | -93.8% | -$30.76万 | 减仓 |
| FSK | FS KKR CAP CORP | $2.04万 | 0.00% | 2,000 | -3,500 | -63.6% | -$3.56万 | 减仓 |
| IEP | ICAHN ENTERPRISES LP | $2.04万 | 0.00% | 2,700 | -655 | -19.5% | -$4,945 | 减仓 |
| WPC | WP CAREY INC | $2.04万 | 0.00% | 300 | -800 | -72.7% | -$5.44万 | 减仓 |
| TAL | TAL ED GROUP | $2.05万 | 0.00% | 1,802 | 1,802 | — | $2.05万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $2.06万 | 0.00% | 1,900 | -10,600 | -84.8% | -$11.49万 | 减仓 |
| HAS | HASBRO INC | $2.08万 | 0.00% | 222 | -377 | -62.9% | -$3.53万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $2.09万 | 0.00% | 170 | -1,362 | -88.9% | -$16.72万 | 减仓 |
| — | RED CAT HLDGS INC 看涨期权 | $2.09万 | 0.00% | 1,600 | 1,600 | — | $2.09万 | 新建仓 |
| YOU | CLEAR SECURE INC | $2.10万 | 0.00% | 433 | -4,049 | -90.3% | -$19.60万 | 重新持有 |
| BRX | BRIXMOR PPTY GROUP INC | $2.10万 | 0.00% | 729 | 729 | — | $2.10万 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $2.14万 | 0.00% | 678 | 678 | — | $2.14万 | 新建仓 |
| POWI | POWER INTEGRATIONS INC | $2.14万 | 0.00% | 418 | 383 | 1,094.3% | $1.96万 | 加仓 |
| LRN | STRIDE INC | $2.14万 | 0.00% | 243 | 243 | — | $2.14万 | 新建仓 |
| LOW | LOWES COS INC | $2.17万 | 0.00% | 92 | -740 | -88.9% | -$17.48万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $2.22万 | 0.00% | 238 | 238 | — | $2.22万 | 新建仓 |
| WHD | CACTUS INC | $2.23万 | 0.00% | 471 | 471 | — | $2.23万 | 新建仓 |
| — | FS KKR CAP CORP 看涨期权 | $2.24万 | 0.00% | 2,200 | 2,200 | — | $2.24万 | 新建仓 |
| WELL | WELLTOWER INC | $2.27万 | 0.00% | 115 | -903 | -88.7% | -$17.85万 | 减仓 |
| ETN | EATON CORP PLC | $2.29万 | 0.00% | 64 | -514 | -88.9% | -$18.38万 | 减仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $2.30万 | 0.00% | 450 | 450 | — | $2.30万 | 新建仓 |
| BLK | BLACKROCK INC | $2.31万 | 0.00% | 24 | -190 | -88.8% | -$18.27万 | 减仓 |
| PI | IMPINJ INC | $2.32万 | 0.00% | 226 | 226 | — | $2.32万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $2.33万 | 0.00% | 138 | 138 | — | $2.33万 | 新建仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $2.33万 | 0.00% | 2,737 | 2,737 | — | $2.33万 | 新建仓 |
| DE | DEERE & CO | $2.37万 | 0.00% | 42 | -860 | -95.3% | -$48.44万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $2.38万 | 0.00% | 939 | 836 | 811.7% | $2.12万 | 重新持有 |
| WSC | WILLSCOT HLDGS CORP | $2.40万 | 0.00% | 1,381 | -3,619 | -72.4% | -$6.28万 | 重新持有 |
| ULCC | FRONTIER GROUP HLDGS INC | $2.40万 | 0.00% | 6,802 | 6,802 | — | $2.40万 | 新建仓 |
| — | APPIAN CORP 看跌期权 | $2.41万 | 0.00% | 1,000 | 1,000 | — | $2.41万 | 新建仓 |
| KNTK | KINETIK HOLDINGS INC | $2.42万 | 0.00% | 500 | -61 | -10.9% | -$2,953 | 重新持有 |
| TDW | TIDEWATER INC NEW | $2.42万 | 0.00% | 290 | 290 | — | $2.42万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $2.43万 | 0.00% | 338 | -2,747 | -89.0% | -$19.76万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $2.46万 | 0.00% | 255 | -7,539 | -96.7% | -$72.73万 | 减仓 |
| MO | ALTRIA GROUP INC | $2.48万 | 0.00% | 376 | -7,916 | -95.5% | -$52.24万 | 减仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $2.50万 | 0.00% | 5,000 | 3,600 | 257.1% | $1.80万 | 加仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $2.52万 | 0.00% | 2,000 | 2,000 | — | $2.52万 | 新建仓 |
| APH | AMPHENOL CORP | $2.55万 | 0.00% | 202 | -1,616 | -88.9% | -$20.42万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $2.57万 | 0.00% | 1,640 | 1,640 | — | $2.57万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $2.58万 | 0.00% | 275 | -2,204 | -88.9% | -$20.71万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $2.60万 | 0.00% | 395 | -23 | -5.5% | -$1,512 | 重新持有 |
| GLD | SPDR GOLD TR | $2.62万 | 0.00% | 61 | 61 | — | $2.62万 | 新建仓 |
| BC | BRUNSWICK CORP | $2.70万 | 0.00% | 371 | 371 | — | $2.70万 | 新建仓 |
| DTE | DTE ENERGY CO | $2.71万 | 0.00% | 185 | -123 | -39.9% | -$1.80万 | 减仓 |
| CXM | SPRINKLR INC | $2.74万 | 0.00% | 4,572 | 3,101 | 210.8% | $1.86万 | 加仓 |