Summer Road LLC
WEST PALM BEACH FL · SEC CIK 0001604873
$1.42亿2026Q1 申报市值
24持仓数
99.6%前十大占比 · 第一大 70.8%
4 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IMKTA 加仓+$3,875.86万
OCUL 加仓+$653.27万
DIS 加仓+$13.32万
DBC 新建仓+$7.87万
GDX 加仓+$3.21万
2026Q1 卖出最多 按季末市值估算
GDXJ 清仓-$54.61万
2026Q1 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 | $1.01亿 | 70.84% | 11,879,825 | 771,270 | 6.9% | $653.27万 | 加仓 |
| IMKTA | INGLES MKTS INC | $3,898.33万 | 27.45% | 433,678 | 431,178 | 17,247.1% | $3,875.86万 | 加仓 |
| LINE | LINEAGE INC | $66.86万 | 0.47% | 20,409 | 213 | 1.1% | $6,978 | 加仓 |
| GDX | VANECK ETF TRUST | $29.17万 | 0.21% | 3,178 | 350 | 12.4% | $3.21万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $22.88万 | 0.16% | 3,550 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $21.62万 | 0.15% | 752 | 22 | 3.0% | $6,326 | 加仓 |
| DIS | DISNEY WALT CO | $17.75万 | 0.12% | 1,842 | 1,382 | 300.4% | $13.32万 | 加仓 |
| CTRE | CARETRUST REIT INC | $13.74万 | 0.10% | 3,750 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $10.76万 | 0.08% | 250 | 25 | 11.1% | $1.08万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $9.47万 | 0.07% | 3,127 | 20 | 0.6% | $606 | 加仓 |
| AMLP | ALPS ETF TR | $8.02万 | 0.06% | 1,524 | 5 | 0.3% | $263 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $7.87万 | 0.06% | 2,720 | 2,720 | — | $7.87万 | 新建仓 |
| EQIX | EQUINIX INC | $7.65万 | 0.05% | 78 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $6.54万 | 0.05% | 240 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $4.67万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $3.28万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $3.21万 | 0.02% | 370 | 200 | 117.6% | $1.73万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.40万 | 0.02% | 320 | 1 | 0.3% | $75 | 加仓 |
| IAG | IAMGOLD CORP | $2.26万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $2.03万 | 0.01% | 419 | 113 | 36.9% | $5,475 | 加仓 |
| EBAY | EBAY INC. | $9,102 | 0.01% | 100 | 100 | — | $9,102 | 新建仓 |
| SSRM | SSR MINING IN | $7,350 | 0.01% | 250 | 250 | — | $7,350 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $6,126 | 0.00% | 100 | 100 | — | $6,126 | 新建仓 |
| NLR | VANECK ETF TRUST | $4,094 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,800 | -100.0% | -$54.61万 | 清仓 |