Summer Road LLC
WEST PALM BEACH FL · SEC CIK 0001604873
$1.61亿2026Q2 申报市值
21持仓数
99.7%前十大占比 · 第一大 74.5%
2 / 5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
OCUL 加仓+$322.56万
GOOG 新建仓+$9.89万
GLD 加仓+$3.09万
AMZN 新建仓+$9,534
SBCF 加仓+$565
2026Q2 卖出最多 按季末市值估算
GDX 减仓-$3.77万
FOUR 清仓-$3.28万
TLT 清仓-$3.21万
EBAY 清仓-$9,102
GOOGL 减仓-$7,862
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| OCUL | OCULAR THERAPEUTIX INC | $1.20亿 | 74.46% | 12,208,296 | 328,471 | 2.8% | $322.56万 | 加仓 |
| IMKTA | INGLES MKTS INC | $3,841.52万 | 23.86% | 433,678 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $88.27万 | 0.55% | 20,409 | 0 | 0.0% | — | 不变 |
| GRBK | GREEN BRICK PARTNERS INC | $28.41万 | 0.18% | 3,550 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $26.09万 | 0.16% | 730 | -22 | -2.9% | -$7,862 | 减仓 |
| GDX | VANECK ETF TRUST | $20.21万 | 0.13% | 2,678 | -500 | -15.7% | -$3.77万 | 减仓 |
| DIS | DISNEY WALT CO | $17.73万 | 0.11% | 1,842 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $15.13万 | 0.09% | 3,750 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $12.30万 | 0.08% | 334 | 84 | 33.6% | $3.09万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $10.45万 | 0.06% | 3,144 | 17 | 0.5% | $565 | 加仓 |
| GOOG | ALPHABET INC | $9.89万 | 0.06% | 280 | 280 | — | $9.89万 | 新建仓 |
| EQIX | EQUINIX INC | $8.13万 | 0.05% | 78 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $7.93万 | 0.05% | 1,530 | 6 | 0.4% | $311 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $7.25万 | 0.05% | 2,720 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $7.08万 | 0.04% | 240 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $4.75万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.69万 | 0.02% | 321 | 1 | 0.3% | $84 | 加仓 |
| IAG | IAMGOLD CORP | $1.90万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $1.83万 | 0.01% | 419 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $9,534 | 0.01% | 40 | 40 | — | $9,534 | 新建仓 |
| NLR | VANECK ETF TRUST | $3,565 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -750 | -100.0% | -$3.28万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -370 | -100.0% | -$3.21万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -100 | -100.0% | -$9,102 | 清仓 |
| SSRM | SSR MINING IN | $0 | 0.00% | 0 | -250 | -100.0% | -$7,350 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -100 | -100.0% | -$6,126 | 清仓 |