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 |
|---|---|---|---|---|---|---|---|---|
| AME | AMETEK INC | $1.28万 | 0.00% | 53 | 15 | 39.5% | $3,629 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $1.28万 | 0.00% | 1,305 | -223 | -14.6% | -$2,190 | 减仓 |
| AZO | AUTOZONE INC | $1.28万 | 0.00% | 4 | 1 | 33.3% | $3,196 | 加仓 |
| AZTA | AZENTA INC | $1.28万 | 0.00% | 500 | 500 | — | $1.28万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.27万 | 0.00% | 107 | 31 | 40.8% | $3,668 | 加仓 |
| ADNT | ADIENT PLC | $1.26万 | 0.00% | 687 | 687 | — | $1.26万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.25万 | 0.00% | 43 | 12 | 38.7% | $3,487 | 加仓 |
| AFL | AFLAC INC | $1.24万 | 0.00% | 106 | 29 | 37.7% | $3,400 | 加仓 |
| HROW | HARROW INC | $1.23万 | 0.00% | 290 | -163 | -36.0% | -$6,922 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1.21万 | 0.00% | 134 | 38 | 39.6% | $3,438 | 加仓 |
| TSSI | TSS INC DEL | $1.21万 | 0.00% | 983 | 983 | — | $1.21万 | 新建仓 |
| FNKO | FUNKO INC | $1.21万 | 0.00% | 2,052 | 2,052 | — | $1.21万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $1.20万 | 0.00% | 106 | 106 | — | $1.20万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $1.18万 | 0.00% | 210 | 62 | 41.9% | $3,495 | 加仓 |
| PSA | PUBLIC STORAGE | $1.18万 | 0.00% | 37 | 11 | 42.3% | $3,501 | 加仓 |
| — | PALANTIR TECHNOLOGIES INC 看跌期权 | $1.17万 | 0.00% | 100 | -2,300 | -95.8% | -$26.83万 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $1.16万 | 0.00% | 2,133 | 1,233 | 137.0% | $6,683 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $1.12万 | 0.00% | 115 | 115 | — | $1.12万 | 新建仓 |
| HUM | HUMANA INC | $1.11万 | 0.00% | 28 | 8 | 40.0% | $3,178 | 加仓 |
| ARCC | ARES CAPITAL CORP | $1.11万 | 0.00% | 600 | 200 | 50.0% | $3,706 | 加仓 |
| TECH | BIO-TECHNE CORP | $1.11万 | 0.00% | 157 | 131 | 503.8% | $9,255 | 加仓 |
| MLKN | MILLERKNOLL INC | $1.10万 | 0.00% | 540 | -5,168 | -90.5% | -$10.57万 | 减仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $1.10万 | 0.00% | 602 | 602 | — | $1.10万 | 新建仓 |
| STT | STATE STR CORP | $1.09万 | 0.00% | 64 | -1,258 | -95.2% | -$21.33万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $1.08万 | 0.00% | 1,277 | 1,277 | — | $1.08万 | 新建仓 |
| BCE | BCE INC | $1.08万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP | $1.06万 | 0.00% | 600 | -1,700 | -73.9% | -$3.01万 | 减仓 |
| MET | METLIFE INC | $1.06万 | 0.00% | 125 | 35 | 38.9% | $2,961 | 加仓 |
| SGML | SIGMA LITHIUM CORPORATION | $1.05万 | 0.00% | 833 | 833 | — | $1.05万 | 新建仓 |
| KBR | KBR INC | $1.04万 | 0.00% | 300 | 300 | — | $1.04万 | 新建仓 |
| — | VIVOPOWER PLC | $1.03万 | 0.00% | 2,000 | 2,000 | — | $1.03万 | 新建仓 |
| SWBI | SMITH & WESSON BRANDS INC | $1.03万 | 0.00% | 683 | 683 | — | $1.03万 | 新建仓 |
| — | RESOURCES CONNECTION INC | $1.02万 | 0.00% | 2,410 | 2,410 | — | $1.02万 | 新建仓 |
| YUM | YUM BRANDS INC | $1.02万 | 0.00% | 64 | 19 | 42.2% | $3,037 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1.02万 | 0.00% | 75 | 22 | 41.5% | $2,992 | 加仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $1.02万 | 0.00% | 322 | 322 | — | $1.02万 | 新建仓 |
| PSIX | POWER SOLUTIONS INTL INC | $1.01万 | 0.00% | 260 | 260 | — | $1.01万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.01万 | 0.00% | 297 | 83 | 38.8% | $2,822 | 加仓 |
| VTR | VENTAS INC | $1.00万 | 0.00% | 113 | 35 | 44.9% | $3,108 | 加仓 |
| SABR | SABRE CORP | $1.00万 | 0.00% | 4,800 | 2,077 | 76.3% | $4,341 | 重新持有 |
| DHI | D R HORTON INC | $9,936 | 0.00% | 61 | 17 | 38.6% | $2,769 | 加仓 |
| RSG | REPUBLIC SVCS INC | $9,802 | 0.00% | 46 | 13 | 39.4% | $2,770 | 加仓 |
| ONDS | ONDAS INC | $9,698 | 0.00% | 1,177 | 575 | 95.5% | $4,738 | 重新持有 |
| PBR | PETROLEO BRASILEIRO S A | $9,696 | 0.00% | 600 | -900 | -60.0% | -$1.45万 | 减仓 |
| SVV | SAVERS VALUE VLG INC | $9,686 | 0.00% | 960 | 960 | — | $9,686 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $9,685 | 0.00% | 64 | 17 | 36.2% | $2,573 | 加仓 |
| AMP | AMERIPRISE FINL INC | $9,634 | 0.00% | 21 | 6 | 40.0% | $2,753 | 加仓 |
| HNRG | HALLADOR ENERGY COMPANY | $9,582 | 0.00% | 551 | -1,357 | -71.1% | -$2.36万 | 减仓 |
| MSCI | MSCI INC | $9,521 | 0.00% | 17 | 5 | 41.7% | $2,800 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $9,495 | 0.00% | 715 | 715 | — | $9,495 | 新建仓 |
| KOPN | KOPIN CORP | $9,426 | 0.00% | 2,104 | 2,104 | — | $9,426 | 新建仓 |
| NEWT | NEWTEKONE INC | $9,419 | 0.00% | 636 | 636 | — | $9,419 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $9,415 | 0.00% | 116 | 34 | 41.5% | $2,760 | 加仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $9,313 | 0.00% | 309 | 309 | — | $9,313 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $9,167 | 0.00% | 123 | 35 | 39.8% | $2,608 | 加仓 |
| CBRE | CBRE GROUP INC | $9,159 | 0.00% | 68 | 20 | 41.7% | $2,694 | 加仓 |
| XNCR | XENCOR INC | $9,145 | 0.00% | 568 | 568 | — | $9,145 | 新建仓 |
| GRMN | GARMIN LTD | $9,027 | 0.00% | 38 | 11 | 40.7% | $2,613 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $8,984 | 0.00% | 465 | 465 | — | $8,984 | 新建仓 |
| — | NEXTNAV INC 看涨期权 | $8,915 | 0.00% | 500 | 500 | — | $8,915 | 新建仓 |
| BXP | BXP INC | $8,886 | 0.00% | 134 | 110 | 458.3% | $7,294 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $8,875 | 0.00% | 76 | 23 | 43.4% | $2,686 | 加仓 |
| VMC | VULCAN MATLS CO | $8,850 | 0.00% | 30 | -12 | -28.6% | -$3,540 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $8,767 | 0.00% | 66 | 19 | 40.4% | $2,524 | 加仓 |
| ASC | ARDMORE SHIPPING CORP | $8,658 | 0.00% | 618 | 618 | — | $8,658 | 新建仓 |
| HLLY | HOLLEY INC | $8,639 | 0.00% | 3,388 | 3,388 | — | $8,639 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $8,634 | 0.00% | 80 | 23 | 40.4% | $2,482 | 加仓 |
| ASST | STRIVE INC | $8,608 | 0.00% | 789 | -3,944 | -83.3% | -$4.30万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $8,603 | 0.00% | 91 | -232 | -71.8% | -$2.19万 | 减仓 |
| GPRE | GREEN PLAINS INC | $8,536 | 0.00% | 555 | 555 | — | $8,536 | 新建仓 |
| BL | BLACKLINE INC | $8,533 | 0.00% | 304 | -168 | -35.6% | -$4,716 | 减仓 |
| CCL | CARNIVAL CORP LTD | $8,514 | 0.00% | 298 | 298 | — | $8,514 | 新建仓 |
| KVUE | KENVUE INC | $8,504 | 0.00% | 445 | 130 | 41.3% | $2,484 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $8,481 | 0.00% | 64 | 18 | 39.1% | $2,385 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $8,452 | 0.00% | 77 | -178 | -69.8% | -$1.95万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $8,451 | 0.00% | 900 | 900 | — | $8,451 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $8,424 | 0.00% | 160 | 18 | 12.7% | $948 | 加仓 |
| FLNG | FLEX LNG LTD | $8,418 | 0.00% | 300 | 300 | — | $8,418 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $8,333 | 0.00% | 470 | 136 | 40.7% | $2,411 | 加仓 |
| PRGO | PERRIGO CO PLC | $8,302 | 0.00% | 799 | 799 | — | $8,302 | 新建仓 |
| NDAQ | NASDAQ INC | $8,197 | 0.00% | 104 | 30 | 40.5% | $2,365 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $8,160 | 0.00% | 168 | 50 | 42.4% | $2,429 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $8,081 | 0.00% | 280 | -1,101 | -79.7% | -$3.18万 | 减仓 |
| — | PETROLEO BRASILEIRO S A 看涨期权 | $8,080 | 0.00% | 500 | 500 | — | $8,080 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $8,074 | 0.00% | 14 | 4 | 40.0% | $2,307 | 加仓 |
| BCS | BARCLAYS PLC | $8,058 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | RAMACO RES INC 看跌期权 | $7,938 | 0.00% | 600 | -3,900 | -86.7% | -$5.16万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $7,862 | 0.00% | 81 | 22 | 37.3% | $2,135 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $7,763 | 0.00% | 100 | 100 | — | $7,763 | 新建仓 |
| EQT | EQT CORP | $7,710 | 0.00% | 145 | 42 | 40.8% | $2,233 | 加仓 |
| CCI | CROWN CASTLE INC | $7,649 | 0.00% | 101 | 30 | 42.3% | $2,272 | 加仓 |
| COIN | COINBASE GLOBAL INC | $7,602 | 0.00% | 52 | 15 | 40.5% | $2,193 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $7,580 | 0.00% | 29 | 13 | 81.2% | $3,398 | 加仓 |
| IQV | IQVIA HLDGS INC | $7,536 | 0.00% | 39 | 11 | 39.3% | $2,126 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $7,480 | 0.00% | 487 | 487 | — | $7,480 | 新建仓 |
| NTRS | NORTHERN TR CORP | $7,475 | 0.00% | 43 | 12 | 38.7% | $2,086 | 加仓 |
| GLRE | GREENLIGHT CAP RE LTD | $7,475 | 0.00% | 462 | 462 | — | $7,475 | 新建仓 |
| — | MARIS TECH LTD | $7,351 | 0.00% | 7,500 | 1,500 | 25.0% | $1,470 | 加仓 |
| BIIB | BIOGEN INC | $7,346 | 0.00% | 34 | 10 | 41.7% | $2,161 | 加仓 |
| STLD | STEEL DYNAMICS INC | $7,343 | 0.00% | 32 | -17 | -34.7% | -$3,901 | 减仓 |