SUMMIT SECURITIES GROUP LLC
NEW YORK NY · SEC CIK 0001531593
$10.46亿2026Q2 申报市值
1,135持仓数
44.7%前十大占比 · 第一大 7.4%
421 / 363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
MSFT 加仓+$4,604.93万
NEE 加仓+$3,808.70万
SPY 加仓+$3,799.79万
AMZN 加仓+$3,618.00万
QQQ 加仓+$2,003.16万
2026Q2 卖出最多 按季末市值估算
IBM 减仓-$1,433.72万
AVGO 减仓-$946.75万
GOOGL 重新持有-$530.62万
NVDA 减仓-$493.22万
SMH 重新持有-$401.47万
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 |
|---|---|---|---|---|---|---|---|---|
| HRL | HORMEL FOODS CORP | $1,688 | 0.00% | 68 | 20 | 41.7% | $496 | 加仓 |
| DVA | DAVITA INC | $1,780 | 0.00% | 8 | -497 | -98.4% | -$11.06万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $1,784 | 0.00% | 12 | 3 | 33.3% | $446 | 加仓 |
| TTD | THE TRADE DESK INC | $1,790 | 0.00% | 99 | 27 | 37.5% | $488 | 加仓 |
| HSIC | SCHEIN HENRY INC | $1,837 | 0.00% | 22 | 6 | 37.5% | $501 | 加仓 |
| FDS | FACTSET RESH SYS INC | $1,841 | 0.00% | 8 | 2 | 33.3% | $460 | 加仓 |
| MQ | MARQETA INC | $1,904 | 0.00% | 469 | 469 | — | $1,904 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $1,942 | 0.00% | 20 | 6 | 42.9% | $583 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $1,949 | 0.00% | 16 | 16 | — | $1,949 | 新建仓 |
| MASS | 908 DEVICES INC | $1,992 | 0.00% | 229 | 229 | — | $1,992 | 新建仓 |
| GOGO | GOGO INC | $2,000 | 0.00% | 645 | -244 | -27.4% | -$757 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $2,072 | 0.00% | 7 | 2 | 40.0% | $592 | 加仓 |
| IT | GARTNER INC | $2,074 | 0.00% | 16 | 4 | 33.3% | $518 | 加仓 |
| NWSA | NEWS CORP NEW | $2,086 | 0.00% | 84 | 23 | 37.7% | $571 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $2,204 | 0.00% | 16 | 4 | 33.3% | $551 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $2,222 | 0.00% | 18 | 5 | 38.5% | $617 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $2,237 | 0.00% | 25 | 7 | 38.9% | $626 | 加仓 |
| AOS | SMITH A O CORP | $2,321 | 0.00% | 37 | 19 | 105.6% | $1,192 | 加仓 |
| FOXA | FOX CORP | $2,399 | 0.00% | 46 | -590 | -92.8% | -$3.08万 | 减仓 |
| PODD | INSULET CORP | $2,436 | 0.00% | 16 | 4 | 33.3% | $609 | 加仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $2,493 | 0.00% | 514 | 514 | — | $2,493 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $2,495 | 0.00% | 11 | 3 | 37.5% | $680 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $2,519 | 0.00% | 9 | 3 | 50.0% | $840 | 加仓 |
| HAS | HASBRO INC | $2,560 | 0.00% | 31 | -191 | -86.0% | -$1.58万 | 减仓 |
| RC | READY CAPITAL CORP | $2,608 | 0.00% | 1,490 | -3,428 | -69.7% | -$6,000 | 减仓 |
| SOLV | SOLVENTUM CORP | $2,623 | 0.00% | 34 | -832 | -96.1% | -$6.42万 | 减仓 |
| GDDY | GODADDY INC | $2,631 | 0.00% | 31 | 9 | 40.9% | $764 | 加仓 |
| CPT | CAMDEN PPTY TR | $2,633 | 0.00% | 23 | -403 | -94.6% | -$4.61万 | 减仓 |
| APA | APA CORPORATION | $2,671 | 0.00% | 82 | -276 | -77.1% | -$8,990 | 减仓 |
| VSTM | VERASTEM INC | $2,678 | 0.00% | 701 | 701 | — | $2,678 | 新建仓 |
| CSGP | COSTAR GROUP INC | $2,690 | 0.00% | 95 | -1,179 | -92.5% | -$3.34万 | 重新持有 |
| CHTR | CHARTER COMMUNICATIONS INC | $2,702 | 0.00% | 19 | -308 | -94.2% | -$4.38万 | 重新持有 |
| IVZ | INVESCO LTD | $2,718 | 0.00% | 103 | 30 | 41.1% | $792 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $2,740 | 0.00% | 24 | 6 | 33.3% | $685 | 加仓 |
| TRMB | TRIMBLE INC | $2,764 | 0.00% | 54 | 15 | 38.5% | $768 | 加仓 |
| ALLE | ALLEGION PLC | $2,810 | 0.00% | 20 | 6 | 42.9% | $843 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $2,818 | 0.00% | 14 | -294 | -95.5% | -$5.92万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $2,833 | 0.00% | 43 | -252 | -85.4% | -$1.66万 | 减仓 |
| ROL | ROLLINS INC | $2,838 | 0.00% | 68 | 20 | 41.7% | $835 | 加仓 |
| RVTY | REVVITY INC | $2,893 | 0.00% | 26 | -637 | -96.1% | -$7.09万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $2,896 | 0.00% | 11 | 3 | 37.5% | $790 | 加仓 |
| PNR | PENTAIR PLC | $2,913 | 0.00% | 38 | 11 | 40.7% | $843 | 加仓 |
| AVY | AVERY DENNISON CORP | $2,922 | 0.00% | 18 | 5 | 38.5% | $812 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $2,925 | 0.00% | 10 | 3 | 42.9% | $878 | 加仓 |
| MKC | MCCORMICK & CO INC | $2,975 | 0.00% | 59 | -183 | -75.6% | -$9,228 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $2,986 | 0.00% | 29 | 8 | 38.1% | $824 | 加仓 |
| APTV | APTIV PLC | $3,008 | 0.00% | 49 | 14 | 40.0% | $859 | 加仓 |
| REG | REGENCY CTRS CORP | $3,030 | 0.00% | 38 | 11 | 40.7% | $877 | 加仓 |
| PTC | PTC INC | $3,067 | 0.00% | 27 | 8 | 42.1% | $909 | 加仓 |
| OXM | OXFORD INDS INC | $3,069 | 0.00% | 88 | 88 | — | $3,069 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $3,103 | 0.00% | 29 | 9 | 45.0% | $963 | 加仓 |
| GEN | GEN DIGITAL INC | $3,186 | 0.00% | 128 | 37 | 40.7% | $921 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $3,187 | 0.00% | 69 | -10 | -12.7% | -$462 | 减仓 |
| EG | EVEREST GROUP LTD | $3,215 | 0.00% | 9 | 2 | 28.6% | $714 | 加仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $3,216 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $3,222 | 0.00% | 12 | 4 | 50.0% | $1,074 | 加仓 |
| COO | COOPER COS INC | $3,227 | 0.00% | 45 | 13 | 40.6% | $932 | 加仓 |
| TV | GRUPO TELEVISA S A B | $3,247 | 0.00% | 1,198 | 1,198 | — | $3,247 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $3,277 | 0.00% | 33 | 10 | 43.5% | $993 | 加仓 |
| — | ISHARES BITCOIN TRUST ETF 看涨期权 | $3,329 | 0.00% | 100 | 100 | — | $3,329 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $3,388 | 0.00% | 36 | 11 | 44.0% | $1,035 | 加仓 |
| J | JACOBS SOLUTIONS INC | $3,402 | 0.00% | 27 | 8 | 42.1% | $1,008 | 加仓 |
| BG | BUNGE GLOBAL SA | $3,415 | 0.00% | 32 | -190 | -85.6% | -$2.03万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $3,509 | 0.00% | 148 | 43 | 41.0% | $1,020 | 加仓 |
| BLKB | BLACKBAUD INC | $3,554 | 0.00% | 120 | -242 | -66.9% | -$7,167 | 减仓 |
| RL | RALPH LAUREN CORP | $3,613 | 0.00% | 9 | 3 | 50.0% | $1,204 | 加仓 |
| NDSN | NORDSON CORP | $3,620 | 0.00% | 12 | 3 | 33.3% | $905 | 加仓 |
| FIP | FTAI INFRASTRUCTURE INC | $3,642 | 0.00% | 785 | 785 | — | $3,642 | 新建仓 |
| TXT | TEXTRON INC | $3,669 | 0.00% | 40 | 11 | 37.9% | $1,009 | 加仓 |
| WTI | W & T OFFSHORE INC | $3,695 | 0.00% | 1,173 | 815 | 227.7% | $2,567 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $3,698 | 0.00% | 27 | 8 | 42.1% | $1,096 | 加仓 |
| TSN | TYSON FOODS INC | $3,721 | 0.00% | 65 | 19 | 41.3% | $1,088 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $3,751 | 0.00% | 27 | -2,136 | -98.8% | -$29.67万 | 减仓 |
| MAS | MASCO CORP | $3,824 | 0.00% | 47 | 14 | 42.4% | $1,139 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $3,856 | 0.00% | 122 | 35 | 40.2% | $1,106 | 加仓 |
| BALL | BALL CORP | $3,869 | 0.00% | 62 | 18 | 40.9% | $1,123 | 加仓 |
| CCCC | C4 THERAPEUTICS INC | $3,871 | 0.00% | 829 | 829 | — | $3,871 | 新建仓 |
| DEA | EASTERLY GOVT PPTYS INC | $3,889 | 0.00% | 156 | 156 | — | $3,889 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $3,897 | 0.00% | 36 | -542 | -93.8% | -$5.87万 | 减仓 |
| GPN | GLOBAL PMTS INC | $3,918 | 0.00% | 54 | -400 | -88.1% | -$2.90万 | 减仓 |
| WY | WEYERHAEUSER CO | $3,998 | 0.00% | 167 | 49 | 41.5% | $1,173 | 加仓 |
| LII | LENNOX INTL INC | $4,011 | 0.00% | 7 | 2 | 40.0% | $1,146 | 加仓 |
| STLA | STELLANTIS N.V | $4,018 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $4,019 | 0.00% | 34 | 10 | 41.7% | $1,182 | 加仓 |
| SERV | SERVE ROBOTICS INC | $4,047 | 0.00% | 615 | -170 | -21.7% | -$1,119 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $4,140 | 0.00% | 109 | 109 | — | $4,140 | 新建仓 |
| CDW | CDW CORP | $4,219 | 0.00% | 30 | 9 | 42.9% | $1,266 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $4,235 | 0.00% | 24 | -39 | -61.9% | -$6,882 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $4,260 | 0.00% | 110 | -1,343 | -92.4% | -$5.20万 | 重新持有 |
| EC | ECOPETROL S A | $4,272 | 0.00% | 300 | 300 | — | $4,272 | 新建仓 |
| GIS | GENERAL MILLS INC | $4,315 | 0.00% | 124 | 36 | 40.9% | $1,253 | 加仓 |
| FTV | FORTIVE CORP | $4,337 | 0.00% | 71 | 20 | 39.2% | $1,222 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $4,340 | 0.00% | 32 | -35 | -52.2% | -$4,747 | 减仓 |
| BRO | BROWN & BROWN INC | $4,362 | 0.00% | 68 | 20 | 41.7% | $1,283 | 加仓 |
| ESS | ESSEX PPTY TR INC | $4,374 | 0.00% | 15 | 5 | 50.0% | $1,458 | 加仓 |
| L | LOEWS CORP | $4,415 | 0.00% | 39 | 11 | 39.3% | $1,245 | 加仓 |
| INCY | INCYTE CORP | $4,421 | 0.00% | 39 | 12 | 44.4% | $1,360 | 加仓 |
| EFX | EQUIFAX INC | $4,444 | 0.00% | 28 | 8 | 40.0% | $1,270 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $4,451 | 0.00% | 32 | 9 | 39.1% | $1,252 | 加仓 |
| ULTA | ULTA BEAUTY INC | $4,510 | 0.00% | 10 | 3 | 42.9% | $1,353 | 加仓 |