Twin Tree Management, LP
DALLAS TX · SEC CIK 0001535588
$53.13亿2026Q2 申报市值
1,357持仓数
17.5%前十大占比 · 第一大 5.4%
338 / 402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
NFLX 加仓+$1,393.68万
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2026Q2 卖出最多 按季末市值估算
MU 减仓-$1,873.99万
LMT 重新持有-$1,844.24万
TXN 重新持有-$1,812.80万
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MRVL 减仓-$1,228.50万
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 |
|---|---|---|---|---|---|---|---|---|
| ALGN | ALIGN TECHNOLOGY, INC. 看跌期权 | $0 | 0.00% | 0 | -20,300 | -100.0% | -$348.00万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS, INC. | $0 | 0.00% | 0 | -7,769 | -100.0% | -$346.92万 | 清仓 |
| COHR | COHERENT CORP 看跌期权 | $0 | 0.00% | 0 | -13,900 | -100.0% | -$331.11万 | 清仓 |
| BDC | BELDEN INC 看涨期权 | $0 | 0.00% | 0 | -28,700 | -100.0% | -$329.56万 | 清仓 |
| EEM | ISHARES INC. 看涨期权 | $0 | 0.00% | 0 | -58,000 | -100.0% | -$329.38万 | 清仓 |
| GILD | GILEAD SCIENCES, INC. 看跌期权 | $0 | 0.00% | 0 | -23,400 | -100.0% | -$326.13万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -13,322 | -100.0% | -$325.64万 | 清仓 |
| OKE | ONEOK INC. 看跌期权 | $0 | 0.00% | 0 | -36,000 | -100.0% | -$325.40万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -29,422 | -100.0% | -$322.20万 | 清仓 |
| ALAB | ASTERA LABS INC. | $0 | 0.00% | 0 | -29,227 | -100.0% | -$320.33万 | 清仓 |
| CF | CF INDUSTRIES HOLDINGS INC 看跌期权 | $0 | 0.00% | 0 | -24,500 | -100.0% | -$318.11万 | 清仓 |
| GH | GUARDANT HEALTH INC 看涨期权 | $0 | 0.00% | 0 | -33,200 | -100.0% | -$306.67万 | 清仓 |
| TJX | TJX COMPANIES, INC. | $0 | 0.00% | 0 | -18,667 | -100.0% | -$298.11万 | 清仓 |
| CPAY | CORPAY INC. 看涨期权 | $0 | 0.00% | 0 | -9,900 | -100.0% | -$288.08万 | 清仓 |
| MTN | VAIL RESORTS INC. 看涨期权 | $0 | 0.00% | 0 | -22,400 | -100.0% | -$287.44万 | 清仓 |
| KTOS | KRATOS DEFENSE & SECURITY SO 看跌期权 | $0 | 0.00% | 0 | -40,700 | -100.0% | -$286.98万 | 清仓 |
| IR | INGERSOLL-RAND INC 看跌期权 | $0 | 0.00% | 0 | -35,700 | -100.0% | -$286.03万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC 看涨期权 | $0 | 0.00% | 0 | -63,500 | -100.0% | -$282.45万 | 清仓 |
| CR | CRANE CO 看跌期权 | $0 | 0.00% | 0 | -16,500 | -100.0% | -$282.15万 | 清仓 |
| EG | EVEREST GROUP LTD 看涨期权 | $0 | 0.00% | 0 | -8,600 | -100.0% | -$281.09万 | 清仓 |
| LOGI | LOGITECH INTERNATIONAL S.A. 看跌期权 | $0 | 0.00% | 0 | -30,700 | -100.0% | -$279.74万 | 清仓 |
| KDP | KEURIG DR PEPPER INC 看涨期权 | $0 | 0.00% | 0 | -103,400 | -100.0% | -$272.25万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE, I 看涨期权 | $0 | 0.00% | 0 | -13,700 | -100.0% | -$267.70万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -97,118 | -100.0% | -$262.22万 | 清仓 |
| SU | SUNCOR ENERGY, INC. | $0 | 0.00% | 0 | -39,060 | -100.0% | -$258.23万 | 清仓 |
| EIX | EDISON INTERNATIONAL 看跌期权 | $0 | 0.00% | 0 | -34,900 | -100.0% | -$255.40万 | 清仓 |
| CI | CIGNA GROUP (THE) | $0 | 0.00% | 0 | -9,574 | -100.0% | -$255.39万 | 清仓 |
| AVAV | AEROVIRONMENT INC. 看跌期权 | $0 | 0.00% | 0 | -13,900 | -100.0% | -$254.44万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -9,000 | -100.0% | -$254.13万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP. 看涨期权 | $0 | 0.00% | 0 | -27,700 | -100.0% | -$253.90万 | 清仓 |
| APD | AIR PRODUCTS & CHEMICALS INC 看跌期权 | $0 | 0.00% | 0 | -8,700 | -100.0% | -$252.73万 | 清仓 |
| FTAI | FTAI AVIATION LTD 看涨期权 | $0 | 0.00% | 0 | -10,300 | -100.0% | -$252.35万 | 清仓 |
| ONTO | ONTO INNOVATION INC. 看跌期权 | $0 | 0.00% | 0 | -12,300 | -100.0% | -$252.24万 | 清仓 |
| ABNB | AIRBNB INC 看跌期权 | $0 | 0.00% | 0 | -19,800 | -100.0% | -$250.03万 | 清仓 |
| FSLR | FIRST SOLAR INC 看涨期权 | $0 | 0.00% | 0 | -12,000 | -100.0% | -$236.71万 | 清仓 |
| HEI | HEICO CORP. | $0 | 0.00% | 0 | -8,615 | -100.0% | -$236.22万 | 清仓 |
| CHE | CHEMED CORP. 看涨期权 | $0 | 0.00% | 0 | -6,100 | -100.0% | -$230.42万 | 清仓 |
| CAG | CONAGRA BRANDS INC 看涨期权 | $0 | 0.00% | 0 | -146,000 | -100.0% | -$229.51万 | 清仓 |
| XEL | XCEL ENERGY, INC. 看跌期权 | $0 | 0.00% | 0 | -28,800 | -100.0% | -$228.79万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES, INC. 看涨期权 | $0 | 0.00% | 0 | -17,300 | -100.0% | -$227.91万 | 清仓 |
| ELAN | ELANCO ANIMAL HEALTH INC 看涨期权 | $0 | 0.00% | 0 | -95,200 | -100.0% | -$227.81万 | 清仓 |
| CME | CME GROUP INC 看跌期权 | $0 | 0.00% | 0 | -7,700 | -100.0% | -$227.42万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -11,420 | -100.0% | -$225.23万 | 清仓 |
| BG | BUNGE GLOBAL SA 看跌期权 | $0 | 0.00% | 0 | -17,500 | -100.0% | -$222.60万 | 清仓 |
| CIEN | CIENA CORP. 看跌期权 | $0 | 0.00% | 0 | -5,700 | -100.0% | -$221.29万 | 清仓 |
| OR | OR ROYALTIES INC. 看跌期权 | $0 | 0.00% | 0 | -56,100 | -100.0% | -$213.29万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -31,211 | -100.0% | -$213.02万 | 清仓 |
| MSCI | MSCI INC 看涨期权 | $0 | 0.00% | 0 | -3,900 | -100.0% | -$210.21万 | 清仓 |
| OMC | OMNICOM GROUP, INC. 看跌期权 | $0 | 0.00% | 0 | -27,600 | -100.0% | -$207.86万 | 清仓 |
| HLT | HILTON WORLDWIDE HOLDINGS IN 看跌期权 | $0 | 0.00% | 0 | -6,800 | -100.0% | -$206.77万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -65,174 | -100.0% | -$206.54万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEMS, INC. 看涨期权 | $0 | 0.00% | 0 | -7,400 | -100.0% | -$205.62万 | 清仓 |
| PAYX | PAYCHEX INC. 看涨期权 | $0 | 0.00% | 0 | -22,300 | -100.0% | -$205.43万 | 清仓 |
| MOG/A | MOOG, INC. 看涨期权 | $0 | 0.00% | 0 | -7,000 | -100.0% | -$204.85万 | 清仓 |
| TMUS | T-MOBILE US INC 看涨期权 | $0 | 0.00% | 0 | -9,500 | -100.0% | -$199.53万 | 清仓 |
| PM | PHILIP MORRIS INTERNATIONAL 看跌期权 | $0 | 0.00% | 0 | -11,900 | -100.0% | -$196.75万 | 清仓 |
| WLK | WESTLAKE CORPORATION 看涨期权 | $0 | 0.00% | 0 | -16,800 | -100.0% | -$196.26万 | 清仓 |
| HDV | ISHARES TRUST | $0 | 0.00% | 0 | -70,810 | -100.0% | -$192.21万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP 看涨期权 | $0 | 0.00% | 0 | -24,000 | -100.0% | -$192.19万 | 清仓 |
| WAY | WAYSTAR HOLDING CORP 看跌期权 | $0 | 0.00% | 0 | -79,500 | -100.0% | -$191.67万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC 看跌期权 | $0 | 0.00% | 0 | -4,400 | -100.0% | -$190.95万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -35,372 | -100.0% | -$190.58万 | 清仓 |
| AOS | A.O. SMITH CORP. | $0 | 0.00% | 0 | -28,299 | -100.0% | -$186.60万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD 看涨期权 | $0 | 0.00% | 0 | -9,000 | -100.0% | -$182.68万 | 清仓 |
| AVAV | AEROVIRONMENT INC. | $0 | 0.00% | 0 | -9,793 | -100.0% | -$179.26万 | 清仓 |
| SBUX | STARBUCKS CORP. | $0 | 0.00% | 0 | -20,005 | -100.0% | -$179.22万 | 清仓 |
| IR | INGERSOLL-RAND INC | $0 | 0.00% | 0 | -22,178 | -100.0% | -$177.69万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -14,283 | -100.0% | -$176.05万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -4,066 | -100.0% | -$172.68万 | 清仓 |
| UHS | UNIVERSAL HEALTH SERVICES, I 看跌期权 | $0 | 0.00% | 0 | -9,500 | -100.0% | -$170.02万 | 清仓 |
| EWY | ISHARES INC. 看涨期权 | $0 | 0.00% | 0 | -13,800 | -100.0% | -$169.75万 | 清仓 |
| DINO | HF SINCLAIR CORP. 看跌期权 | $0 | 0.00% | 0 | -27,100 | -100.0% | -$169.08万 | 清仓 |
| SN | SHARKNINJA INC. 看涨期权 | $0 | 0.00% | 0 | -15,600 | -100.0% | -$165.20万 | 清仓 |
| AMT | AMERICAN TOWER CORP. 看跌期权 | $0 | 0.00% | 0 | -9,500 | -100.0% | -$163.95万 | 清仓 |
| SNPS | SYNOPSYS, INC. 看涨期权 | $0 | 0.00% | 0 | -4,100 | -100.0% | -$162.56万 | 清仓 |
| TOL | TOLL BROTHERS INC. 看涨期权 | $0 | 0.00% | 0 | -11,900 | -100.0% | -$162.40万 | 清仓 |
| FEZ | SPDR INDEX SHARES FUNDS | $0 | 0.00% | 0 | -25,837 | -100.0% | -$160.40万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP. | $0 | 0.00% | 0 | -25,681 | -100.0% | -$159.02万 | 清仓 |
| AWK | AMERICAN WATER WORKS CO. INC | $0 | 0.00% | 0 | -11,263 | -100.0% | -$153.28万 | 清仓 |
| RIO | RIO TINTO PLC 看涨期权 | $0 | 0.00% | 0 | -16,400 | -100.0% | -$153.00万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP 看跌期权 | $0 | 0.00% | 0 | -28,200 | -100.0% | -$151.94万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -9,943 | -100.0% | -$149.29万 | 清仓 |
| APPF | APPFOLIO INC 看涨期权 | $0 | 0.00% | 0 | -9,400 | -100.0% | -$148.35万 | 清仓 |
| LUV | SOUTHWEST AIRLINES CO 看跌期权 | $0 | 0.00% | 0 | -39,300 | -100.0% | -$147.65万 | 清仓 |
| MIR | MIRION TECHNOLOGIES INC. 看跌期权 | $0 | 0.00% | 0 | -79,300 | -100.0% | -$147.42万 | 清仓 |
| BBY | BEST BUY CO. INC. | $0 | 0.00% | 0 | -22,682 | -100.0% | -$145.62万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HOLDINGS 看涨期权 | $0 | 0.00% | 0 | -3,700 | -100.0% | -$144.95万 | 清仓 |
| LOGI | LOGITECH INTERNATIONAL S.A. | $0 | 0.00% | 0 | -15,777 | -100.0% | -$143.76万 | 清仓 |
| RL | RALPH LAUREN CORP 看跌期权 | $0 | 0.00% | 0 | -4,100 | -100.0% | -$141.04万 | 清仓 |
| JOBY | JOBY AVIATION INC 看跌期权 | $0 | 0.00% | 0 | -170,400 | -100.0% | -$140.75万 | 清仓 |
| CSX | CSX CORP. 看涨期权 | $0 | 0.00% | 0 | -34,000 | -100.0% | -$139.57万 | 清仓 |
| SO | SOUTHERN COMPANY | $0 | 0.00% | 0 | -14,377 | -100.0% | -$138.77万 | 清仓 |
| CCL | CARNIVAL CORP. 看涨期权 | $0 | 0.00% | 0 | -53,100 | -100.0% | -$137.42万 | 清仓 |
| AGI | ALAMOS GOLD INC. 看跌期权 | $0 | 0.00% | 0 | -30,600 | -100.0% | -$135.96万 | 清仓 |
| KRE | SPDR SERIES TRUST 看涨期权 | $0 | 0.00% | 0 | -20,800 | -100.0% | -$135.51万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -59,815 | -100.0% | -$134.52万 | 清仓 |
| WCC | WESCO INTERNATIONAL, INC. 看涨期权 | $0 | 0.00% | 0 | -4,900 | -100.0% | -$134.07万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -12,742 | -100.0% | -$133.94万 | 清仓 |
| ARES | ARES MANAGEMENT CORP 看涨期权 | $0 | 0.00% | 0 | -11,700 | -100.0% | -$127.65万 | 清仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC 看跌期权 | $0 | 0.00% | 0 | -47,300 | -100.0% | -$127.43万 | 清仓 |