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 |
|---|---|---|---|---|---|---|---|---|
| CRCT | CRICUT INC | $1.32万 | 0.00% | 3,000 | 3,000 | — | $1.32万 | 新建仓 |
| SLV | ISHARES SILVER TR | $1.34万 | 0.00% | 250 | -400 | -61.5% | -$2.14万 | 减仓 |
| O | REALTY INCOME CORP | $1.34万 | 0.00% | 216 | 65 | 43.0% | $4,027 | 加仓 |
| EPR | EPR PPTYS | $1.35万 | 0.00% | 233 | 233 | — | $1.35万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $1.35万 | 0.00% | 1,276 | 103 | 8.8% | $1,093 | 加仓 |
| GWW | WW GRAINGER INC | $1.36万 | 0.00% | 10 | 3 | 42.9% | $4,081 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $1.37万 | 0.00% | 68 | 20 | 41.7% | $4,032 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.38万 | 0.00% | 60 | 18 | 42.9% | $4,132 | 加仓 |
| FLEX | FLEX LTD | $1.38万 | 0.00% | 85 | 85 | — | $1.38万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $1.40万 | 0.00% | 36 | 10 | 38.5% | $3,899 | 加仓 |
| ALL | ALLSTATE CORP | $1.43万 | 0.00% | 60 | 17 | 39.5% | $4,045 | 加仓 |
| TFC | TRUIST FINL CORP | $1.44万 | 0.00% | 289 | -18 | -5.9% | -$897 | 减仓 |
| — | WOLFSPEED INC 看涨期权 | $1.45万 | 0.00% | 300 | 300 | — | $1.45万 | 新建仓 |
| — | NANO DIMENSION LTD | $1.45万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS | $1.45万 | 0.00% | 137 | 137 | — | $1.45万 | 新建仓 |
| SFNC | SIMMONS FIRST NATL CORP | $1.46万 | 0.00% | 643 | 643 | — | $1.46万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.47万 | 0.00% | 344 | -11,400 | -97.1% | -$48.66万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.52万 | 0.00% | 52 | 15 | 40.5% | $4,398 | 加仓 |
| MAT | MATTEL INC | $1.56万 | 0.00% | 1,123 | 1,123 | — | $1.56万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $1.56万 | 0.00% | 100 | 100 | — | $1.56万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.58万 | 0.00% | 38 | -4 | -9.5% | -$1,661 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $1.58万 | 0.00% | 31 | 9 | 40.9% | $4,584 | 加仓 |
| RMBS | RAMBUS INC DEL | $1.58万 | 0.00% | 119 | -681 | -85.1% | -$9.04万 | 减仓 |
| FIX | COMFORT SYS USA INC | $1.59万 | 0.00% | 8 | 2 | 33.3% | $3,964 | 加仓 |
| URI | UNITED RENTALS INC | $1.59万 | 0.00% | 14 | 4 | 40.0% | $4,531 | 加仓 |
| INVH | INVITATION HOMES INC | $1.59万 | 0.00% | 527 | 434 | 466.7% | $1.31万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $1.59万 | 0.00% | 225 | 225 | — | $1.59万 | 新建仓 |
| APEI | AMERICAN PUB ED INC | $1.59万 | 0.00% | 297 | 1 | 0.3% | $54 | 重新持有 |
| SHOP | SHOPIFY INC | $1.60万 | 0.00% | 140 | -1,722 | -92.5% | -$19.66万 | 重新持有 |
| GRBK | GREEN BRICK PARTNERS INC | $1.60万 | 0.00% | 200 | 200 | — | $1.60万 | 新建仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $1.60万 | 0.00% | 300 | -200 | -40.0% | -$1.07万 | 减仓 |
| SLB | SLB LIMITED | $1.61万 | 0.00% | 346 | -700 | -66.9% | -$3.25万 | 减仓 |
| EOG | EOG RES INC | $1.61万 | 0.00% | 124 | 35 | 39.3% | $4,541 | 加仓 |
| BORR | BORR DRILLING LTD | $1.61万 | 0.00% | 3,898 | 938 | 31.7% | $3,874 | 加仓 |
| GM | GENERAL MTRS CO | $1.61万 | 0.00% | 209 | 60 | 40.3% | $4,625 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.61万 | 0.00% | 131 | 38 | 40.9% | $4,678 | 加仓 |
| CIEN | CIENA CORP | $1.62万 | 0.00% | 33 | 10 | 43.5% | $4,905 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.62万 | 0.00% | 212 | 33 | 18.4% | $2,521 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $1.62万 | 0.00% | 5,000 | 5,000 | — | $1.62万 | 新建仓 |
| DCH | DAUCH CORP | $1.63万 | 0.00% | 3,000 | -17,000 | -85.0% | -$9.21万 | 减仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $1.64万 | 0.00% | 682 | 682 | — | $1.64万 | 新建仓 |
| ECL | ECOLAB INC | $1.64万 | 0.00% | 59 | 17 | 40.5% | $4,736 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.65万 | 0.00% | 61 | 18 | 41.9% | $4,869 | 加仓 |
| AON | AON PLC | $1.66万 | 0.00% | 50 | 15 | 42.9% | $4,975 | 加仓 |
| CRH | CRH PLC | $1.66万 | 0.00% | 155 | 45 | 40.9% | $4,815 | 加仓 |
| HWKN | HAWKINS INC | $1.68万 | 0.00% | 118 | 118 | — | $1.68万 | 新建仓 |
| CI | THE CIGNA GROUP | $1.68万 | 0.00% | 61 | 18 | 41.9% | $4,962 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1.71万 | 0.00% | 186 | 53 | 39.8% | $4,859 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $1.71万 | 0.00% | 150 | -2,986 | -95.2% | -$33.95万 | 减仓 |
| — | GRANITESHARES ETF TR | $1.71万 | 0.00% | 4,000 | 1,000 | 33.3% | $4,270 | 重新持有 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $1.72万 | 0.00% | 3,100 | -40,300 | -92.9% | -$22.33万 | 减仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $1.72万 | 0.00% | 1,015 | 1,015 | — | $1.72万 | 新建仓 |
| FMC | FMC CORP | $1.73万 | 0.00% | 1,500 | -1,889 | -55.7% | -$2.17万 | 重新持有 |
| TDG | TRANSDIGM GROUP INC | $1.73万 | 0.00% | 13 | 4 | 44.4% | $5,328 | 加仓 |
| MPC | MARATHON PETE CORP | $1.74万 | 0.00% | 68 | 19 | 38.8% | $4,858 | 加仓 |
| SYY | SYSCO CORP | $1.75万 | 0.00% | 209 | 130 | 164.6% | $1.09万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.75万 | 0.00% | 53 | 15 | 39.5% | $4,957 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1.77万 | 0.00% | 108 | 31 | 40.3% | $5,071 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1.77万 | 0.00% | 142 | 41 | 40.6% | $5,102 | 加仓 |
| COHR | COHERENT CORP | $1.78万 | 0.00% | 45 | 14 | 45.2% | $5,523 | 加仓 |
| NOVT | NOVANTA INC | $1.78万 | 0.00% | 110 | 110 | — | $1.78万 | 新建仓 |
| NFLX | NETFLIX INC. | $1.78万 | 0.00% | 250 | -2,650 | -91.4% | -$18.92万 | 减仓 |
| SEZL | SEZZLE INC | $1.78万 | 0.00% | 104 | 104 | — | $1.78万 | 新建仓 |
| EFOR | EVERFORTH INC | $1.79万 | 0.00% | 1,000 | 1,000 | — | $1.79万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $1.80万 | 0.00% | 69 | 19 | 38.0% | $4,948 | 加仓 |
| — | VERSANT MEDIA GROUP INC 看涨期权 | $1.80万 | 0.00% | 500 | 500 | — | $1.80万 | 新建仓 |
| CEVA | CEVA INC | $1.83万 | 0.00% | 389 | 389 | — | $1.83万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $1.84万 | 0.00% | 183 | 53 | 40.8% | $5,315 | 加仓 |
| NRDS | NERDWALLET INC | $1.84万 | 0.00% | 1,989 | 1,989 | — | $1.84万 | 新建仓 |
| WOLF | WOLFSPEED INC | $1.84万 | 0.00% | 382 | 209 | 120.8% | $1.01万 | 加仓 |
| CME | CME GROUP INC | $1.85万 | 0.00% | 84 | -1,975 | -95.9% | -$43.61万 | 减仓 |
| EMR | EMERSON ELEC CO | $1.86万 | 0.00% | 130 | 38 | 41.3% | $5,440 | 加仓 |
| BBY | BEST BUY INC | $1.87万 | 0.00% | 246 | -4,186 | -94.4% | -$31.76万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.87万 | 0.00% | 112 | 32 | 40.0% | $5,333 | 加仓 |
| WM | WASTE MGMT INC DEL | $1.92万 | 0.00% | 86 | 25 | 41.0% | $5,572 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.93万 | 0.00% | 50 | 14 | 38.9% | $5,414 | 加仓 |
| OABI | OMNIAB INC | $1.94万 | 0.00% | 7,882 | 7,882 | — | $1.94万 | 新建仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $1.94万 | 0.00% | 333 | 333 | — | $1.94万 | 新建仓 |
| PLPC | PREFORMED LINE PRODS CO | $1.97万 | 0.00% | 48 | 48 | — | $1.97万 | 新建仓 |
| METC | RAMACO RES INC | $1.98万 | 0.00% | 1,500 | -1,475 | -49.6% | -$1.95万 | 减仓 |
| TAL | TAL ED GROUP | $1.99万 | 0.00% | 2,084 | 282 | 15.6% | $2,699 | 加仓 |
| STAA | STAAR SURGICAL CO | $2.01万 | 0.00% | 702 | 702 | — | $2.01万 | 新建仓 |
| BX | BLACKSTONE INC | $2.02万 | 0.00% | 172 | 49 | 39.8% | $5,766 | 加仓 |
| — | INSEEGO CORP 看涨期权 | $2.07万 | 0.00% | 2,000 | 2,000 | — | $2.07万 | 新建仓 |
| BLDP | BALLARD PWR SYS INC NEW | $2.07万 | 0.00% | 5,330 | 5,330 | — | $2.07万 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP 看涨期权 | $2.09万 | 0.00% | 1,000 | 1,000 | — | $2.09万 | 新建仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $2.09万 | 0.00% | 1,500 | -500 | -25.0% | -$6,970 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $2.09万 | 0.00% | 333 | -1,403 | -80.8% | -$8.82万 | 减仓 |
| WMB | WILLIAMS COS INC | $2.11万 | 0.00% | 284 | -617 | -68.5% | -$4.59万 | 减仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $2.12万 | 0.00% | 2,674 | -4,128 | -60.7% | -$3.27万 | 减仓 |
| TNK | TEEKAY TANKERS LTD | $2.12万 | 0.00% | 327 | 327 | — | $2.12万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $2.13万 | 0.00% | 60 | 18 | 42.9% | $6,376 | 加仓 |
| ALNT | ALLIENT INC | $2.13万 | 0.00% | 207 | 207 | — | $2.13万 | 新建仓 |
| VTRS | VIATRIS INC | $2.13万 | 0.00% | 1,343 | 1,154 | 610.6% | $1.83万 | 加仓 |
| PAYO | PAYONEER GLOBAL INC | $2.14万 | 0.00% | 3,000 | 2,363 | 371.0% | $1.68万 | 加仓 |
| BDN | BRANDYWINE RLTY TR | $2.14万 | 0.00% | 6,750 | 750 | 12.5% | $2,378 | 重新持有 |
| HUBG | HUB GROUP INC | $2.16万 | 0.00% | 493 | 493 | — | $2.16万 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC 看跌期权 | $2.17万 | 0.00% | 4,700 | 4,700 | — | $2.17万 | 新建仓 |
| KDK | KODIAK AI INC. | $2.20万 | 0.00% | 4,326 | 4,326 | — | $2.20万 | 新建仓 |
| — | CRICUT INC 看涨期权 | $2.24万 | 0.00% | 5,100 | 5,100 | — | $2.24万 | 新建仓 |