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 |
|---|---|---|---|---|---|---|---|---|
| BMBL | BUMBLE INC | $2.24万 | 0.00% | 7,000 | 5,780 | 473.8% | $1.85万 | 重新持有 |
| — | TILRAY BRANDS INC 看跌期权 | $2.25万 | 0.00% | 5,000 | 5,000 | — | $2.25万 | 新建仓 |
| BCO | BRINKS CO | $2.27万 | 0.00% | 240 | 240 | — | $2.27万 | 新建仓 |
| CMI | CUMMINS INC | $2.28万 | 0.00% | 32 | 9 | 39.1% | $6,419 | 加仓 |
| CRK | COMSTOCK RES INC | $2.29万 | 0.00% | 1,532 | 1,532 | — | $2.29万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $2.30万 | 0.00% | 159 | 46 | 40.7% | $6,652 | 加仓 |
| NEM | NEWMONT CORP | $2.32万 | 0.00% | 248 | 69 | 38.5% | $6,445 | 加仓 |
| VITL | VITAL FARMS INC | $2.33万 | 0.00% | 2,000 | -1,809 | -47.5% | -$2.10万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $2.36万 | 0.00% | 634 | 182 | 40.3% | $6,772 | 重新持有 |
| DOW | DOW HLDGS INC | $2.37万 | 0.00% | 867 | -9,051 | -91.3% | -$24.76万 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC | $2.37万 | 0.00% | 936 | 936 | — | $2.37万 | 新建仓 |
| — | GEN DIGITAL INC | $2.39万 | 0.00% | 18,868 | -100 | -0.5% | -$126 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $2.39万 | 0.00% | 663 | 663 | — | $2.39万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $2.39万 | 0.00% | 47 | 14 | 42.4% | $7,133 | 加仓 |
| — | KOREA ELEC PWR CORP 看跌期权 | $2.42万 | 0.00% | 2,000 | 2,000 | — | $2.42万 | 新建仓 |
| — | REDWIRE CORPORATION 看涨期权 | $2.45万 | 0.00% | 2,000 | -3,000 | -60.0% | -$3.67万 | 减仓 |
| ETR | ENTERGY CORP NEW | $2.45万 | 0.00% | 213 | 139 | 187.8% | $1.60万 | 加仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $2.46万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $2.50万 | 0.00% | 261 | 80 | 44.2% | $7,657 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $2.50万 | 0.00% | 93 | 27 | 40.9% | $7,259 | 加仓 |
| PWR | QUANTA SVCS INC | $2.52万 | 0.00% | 35 | 10 | 40.0% | $7,200 | 加仓 |
| TSAT | TELESAT CORP | $2.53万 | 0.00% | 500 | 500 | — | $2.53万 | 新建仓 |
| — | GILDAN ACTIVEWEAR INC 看涨期权 | $2.58万 | 0.00% | 500 | 500 | — | $2.58万 | 新建仓 |
| SLG | SL GREEN RLTY CORP | $2.59万 | 0.00% | 500 | 500 | — | $2.59万 | 新建仓 |
| UNIT | UNITI GROUP LLC | $2.62万 | 0.00% | 2,287 | 2,287 | — | $2.62万 | 新建仓 |
| UPST | UPSTART HLDGS INC | $2.63万 | 0.00% | 743 | 743 | — | $2.63万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $2.66万 | 0.00% | 500 | -200 | -28.6% | -$1.06万 | 重新持有 |
| — | STRUCTURE THERAPEUTICS INC 看涨期权 | $2.68万 | 0.00% | 500 | 500 | — | $2.68万 | 新建仓 |
| — | TILRAY BRANDS INC | $2.69万 | 0.00% | 6,000 | 6,000 | — | $2.69万 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $2.70万 | 0.00% | 462 | 12 | 2.7% | $701 | 加仓 |
| — | MEDICAL PROPERTIES TRUST INC 看跌期权 | $2.73万 | 0.00% | 5,900 | 5,100 | 637.5% | $2.36万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $2.75万 | 0.00% | 500 | 495 | 9,900.0% | $2.72万 | 重新持有 |
| TS | TENARIS S A | $2.77万 | 0.00% | 500 | 500 | — | $2.77万 | 新建仓 |
| DHR | DANAHER CORP DEL | $2.78万 | 0.00% | 146 | 43 | 41.7% | $8,191 | 加仓 |
| — | BEAZER HOMES USA INC | $2.81万 | 0.00% | 1,000 | 1,000 | — | $2.81万 | 新建仓 |
| DT | DYNATRACE INC | $2.81万 | 0.00% | 639 | 639 | — | $2.81万 | 新建仓 |
| DYN | DYNE THERAPEUTICS INC | $2.82万 | 0.00% | 1,268 | 1,268 | — | $2.82万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $2.84万 | 0.00% | 29 | 8 | 38.1% | $7,825 | 加仓 |
| SPGI | S&P GLOBAL INC | $2.85万 | 0.00% | 70 | -5 | -6.7% | -$2,036 | 减仓 |
| CB | CHUBB LIMITED | $2.86万 | 0.00% | 84 | 24 | 40.0% | $8,178 | 加仓 |
| LOW | LOWES COS INC | $2.87万 | 0.00% | 130 | 38 | 41.3% | $8,379 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $2.89万 | 0.00% | 144 | 41 | 39.8% | $8,225 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $2.89万 | 0.00% | 67 | 18 | 36.7% | $7,766 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $2.91万 | 0.00% | 821 | 821 | — | $2.91万 | 新建仓 |
| PLD | PROLOGIS INC. | $2.93万 | 0.00% | 216 | 63 | 41.2% | $8,535 | 加仓 |
| COP | CONOCOPHILLIPS | $2.93万 | 0.00% | 282 | -4,219 | -93.7% | -$43.86万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $2.98万 | 0.00% | 89 | 26 | 41.3% | $8,705 | 加仓 |
| — | FLUENCE ENERGY INC 看涨期权 | $2.98万 | 0.00% | 1,500 | 1,500 | — | $2.98万 | 新建仓 |
| — | BENTLEY SYS INC 看跌期权 | $2.99万 | 0.00% | 1,000 | 1,000 | — | $2.99万 | 新建仓 |
| REAL | THE REALREAL INC | $2.99万 | 0.00% | 2,539 | 2,539 | — | $2.99万 | 新建仓 |
| — | 1 800 FLOWERS COM INC | $3.02万 | 0.00% | 8,665 | 6,565 | 312.6% | $2.28万 | 重新持有 |
| BXC | BLUELINX HLDGS INC | $3.09万 | 0.00% | 500 | 0 | 0.0% | — | 重新持有 |
| ZD | ZIFF DAVIS INC | $3.13万 | 0.00% | 598 | 598 | — | $3.13万 | 新建仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $3.14万 | 0.00% | 1,888 | 1,888 | — | $3.14万 | 新建仓 |
| NNE | NANO NUCLEAR ENERGY INC | $3.17万 | 0.00% | 1,500 | 1,500 | — | $3.17万 | 新建仓 |
| HCKT | HACKETT GROUP INC | $3.23万 | 0.00% | 3,000 | 2,000 | 200.0% | $2.15万 | 加仓 |
| BLK | BLACKROCK INC | $3.27万 | 0.00% | 34 | 10 | 41.7% | $9,616 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $3.30万 | 0.00% | 794 | 794 | — | $3.30万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $3.31万 | 0.00% | 536 | 36 | 7.2% | $2,223 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $3.37万 | 0.00% | 1,883 | 1,883 | — | $3.37万 | 新建仓 |
| — | MICROCHIP TECHNOLOGY INC. | $3.38万 | 0.00% | 440 | -499 | -53.1% | -$3.83万 | 减仓 |
| PLTK | PLAYTIKA HLDG CORP | $3.39万 | 0.00% | 9,114 | 9,114 | — | $3.39万 | 新建仓 |
| S | SENTINELONE INC 看涨期权 | $3.39万 | 0.00% | 2,000 | 2,000 | — | $3.39万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $3.41万 | 0.00% | 472 | 134 | 39.6% | $9,670 | 加仓 |
| FSK | FS KKR CAP CORP | $3.46万 | 0.00% | 3,300 | 1,300 | 65.0% | $1.36万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $3.50万 | 0.00% | 379 | 104 | 37.8% | $9,596 | 加仓 |
| BGC | BGC GROUP INC | $3.53万 | 0.00% | 3,300 | 3,300 | — | $3.53万 | 新建仓 |
| — | ALPHABET INC 看跌期权 | $3.53万 | 0.00% | 100 | -1,400 | -93.3% | -$49.47万 | 减仓 |
| WK | WORKIVA INC | $3.57万 | 0.00% | 735 | 735 | — | $3.57万 | 新建仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $3.62万 | 0.00% | 2,000 | 158 | 8.6% | $2,863 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $3.63万 | 0.00% | 220 | 220 | — | $3.63万 | 新建仓 |
| KEP | KOREA ELEC PWR CORP | $3.63万 | 0.00% | 3,000 | 3,000 | — | $3.63万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $3.67万 | 0.00% | 404 | 118 | 41.3% | $1.07万 | 加仓 |
| DE | DEERE & CO | $3.68万 | 0.00% | 58 | 16 | 38.1% | $1.01万 | 加仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $3.70万 | 0.00% | 415 | 415 | — | $3.70万 | 新建仓 |
| WELL | WELLTOWER INC | $3.72万 | 0.00% | 164 | 49 | 42.6% | $1.11万 | 加仓 |
| — | CRACKER BARREL OLD CTRY STOR 看跌期权 | $3.73万 | 0.00% | 700 | 700 | — | $3.73万 | 新建仓 |
| UNP | UNION PAC CORP | $3.75万 | 0.00% | 138 | -6,459 | -97.9% | -$175.68万 | 减仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $3.79万 | 0.00% | 8,608 | 8,608 | — | $3.79万 | 新建仓 |
| ETN | EATON CORP PLC | $3.84万 | 0.00% | 90 | 26 | 40.6% | $1.11万 | 加仓 |
| — | ELEVANCE HEALTH INC FORMERLY 看跌期权 | $3.87万 | 0.00% | 100 | 100 | — | $3.87万 | 新建仓 |
| STNG | SCORPIO TANKERS INC | $3.98万 | 0.00% | 574 | 374 | 187.0% | $2.59万 | 重新持有 |
| TARS | TARSUS PHARMACEUTICALS INC | $3.99万 | 0.00% | 634 | 634 | — | $3.99万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $4.03万 | 0.00% | 3,780 | 3,780 | — | $4.03万 | 新建仓 |
| TJX | TJX COS INC NEW | $4.03万 | 0.00% | 266 | 83 | 45.4% | $1.26万 | 加仓 |
| LWLG | LIGHTWAVE LOGIC INC | $4.04万 | 0.00% | 4,270 | 4,270 | — | $4.04万 | 新建仓 |
| — | ECHOSTAR CORP 看跌期权 | $4.06万 | 0.00% | 400 | 400 | — | $4.06万 | 新建仓 |
| XMTR | XOMETRY INC | $4.11万 | 0.00% | 426 | 295 | 225.2% | $2.85万 | 重新持有 |
| — | ORGANON & CO 看跌期权 | $4.20万 | 0.00% | 3,100 | 3,100 | — | $4.20万 | 新建仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $4.21万 | 0.00% | 1,700 | -1,100 | -39.3% | -$2.73万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $4.25万 | 0.00% | 300 | 300 | — | $4.25万 | 新建仓 |
| GNTX | GENTEX CORP | $4.27万 | 0.00% | 1,690 | 273 | 19.3% | $6,899 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4.31万 | 0.00% | 86 | 24 | 38.7% | $1.20万 | 加仓 |
| — | CLEANSPARK INC 看涨期权 | $4.37万 | 0.00% | 3,000 | 3,000 | — | $4.37万 | 新建仓 |
| EQIX | EQUINIX INC | $4.38万 | 0.00% | 42 | 26 | 162.5% | $2.71万 | 加仓 |
| RRR | RED ROCK RESORTS INC | $4.38万 | 0.00% | 673 | 673 | — | $4.38万 | 新建仓 |
| IPGP | IPG PHOTONICS CORP | $4.41万 | 0.00% | 376 | 376 | — | $4.41万 | 新建仓 |
| — | BUILDERS FIRSTSOURCE INC 看跌期权 | $4.47万 | 0.00% | 500 | 500 | — | $4.47万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $4.49万 | 0.00% | 3,333 | -3,446 | -50.8% | -$4.64万 | 减仓 |
| — | FIGMA INC 看涨期权 | $4.52万 | 0.00% | 2,500 | -15,000 | -85.7% | -$27.14万 | 减仓 |