Qsemble Capital Management, LP
New York NY · SEC CIK 0001766159
$7.80亿2026Q2 申报市值
371持仓数
9.7%前十大占比 · 第一大 1.0%
100 / 236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
CTSH 新建仓+$811.62万
CME 新建仓+$793.57万
CSX 新建仓+$659.02万
PSX 加仓+$643.42万
Z 加仓+$636.14万
2026Q2 卖出最多 按季末市值估算
COST 清仓-$1,476.61万
PNC 减仓-$1,393.26万
WDC 重新持有-$1,357.66万
DVN 清仓-$1,252.26万
DIS 清仓-$1,144.09万
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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -14,819 | -100.0% | -$1,476.61万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -248,860 | -100.0% | -$1,252.26万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -118,706 | -100.0% | -$1,144.09万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -32,165 | -100.0% | -$1,131.73万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -170,866 | -100.0% | -$1,127.54万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -244,027 | -100.0% | -$1,035.65万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -67,306 | -100.0% | -$1,015.11万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -92,052 | -100.0% | -$962.40万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -26,891 | -100.0% | -$957.80万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -51,835 | -100.0% | -$876.74万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -79,338 | -100.0% | -$870.97万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -60,552 | -100.0% | -$854.45万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -40,923 | -100.0% | -$850.75万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -135,637 | -100.0% | -$838.91万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -143,284 | -100.0% | -$836.78万 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -132,003 | -100.0% | -$796.90万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -36,163 | -100.0% | -$772.66万 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -59,989 | -100.0% | -$757.96万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -16,195 | -100.0% | -$719.71万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -46,096 | -100.0% | -$715.82万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -10,014 | -100.0% | -$703.74万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -25,966 | -100.0% | -$702.61万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -32,215 | -100.0% | -$697.87万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -28,623 | -100.0% | -$695.77万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -76,291 | -100.0% | -$674.57万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -23,238 | -100.0% | -$659.42万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -33,754 | -100.0% | -$651.11万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -89,446 | -100.0% | -$632.56万 | 清仓 |
| SM | SM ENERGY COMPANY | $0 | 0.00% | 0 | -197,698 | -100.0% | -$616.42万 | 清仓 |
| ATI | ATI INC | $0 | 0.00% | 0 | -42,008 | -100.0% | -$611.05万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -24,615 | -100.0% | -$589.28万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -139,736 | -100.0% | -$582.00万 | 清仓 |
| TPG | TPG INC | $0 | 0.00% | 0 | -143,401 | -100.0% | -$580.92万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -17,144 | -100.0% | -$579.19万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -68,764 | -100.0% | -$553.96万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -10,041 | -100.0% | -$540.23万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -26,372 | -100.0% | -$535.30万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -5,899 | -100.0% | -$528.10万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -67,516 | -100.0% | -$485.64万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -35,187 | -100.0% | -$480.20万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -38,710 | -100.0% | -$475.28万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -40,408 | -100.0% | -$475.24万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -163,740 | -100.0% | -$470.10万 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -156,844 | -100.0% | -$466.30万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -76,793 | -100.0% | -$465.75万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -24,150 | -100.0% | -$458.25万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -60,637 | -100.0% | -$438.77万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -36,686 | -100.0% | -$435.57万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -182,710 | -100.0% | -$421.69万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -29,549 | -100.0% | -$414.54万 | 清仓 |
| TREX | TREX INC | $0 | 0.00% | 0 | -112,221 | -100.0% | -$408.71万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -109,760 | -100.0% | -$407.32万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -35,760 | -100.0% | -$404.73万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -8,186 | -100.0% | -$387.39万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -11,278 | -100.0% | -$385.47万 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -162,843 | -100.0% | -$384.96万 | 清仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $0 | 0.00% | 0 | -121,731 | -100.0% | -$384.30万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -81,935 | -100.0% | -$380.18万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -8,914 | -100.0% | -$371.48万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -28,731 | -100.0% | -$362.82万 | 清仓 |
| MTG | MGIC INVT CORP WIS | $0 | 0.00% | 0 | -136,000 | -100.0% | -$357.00万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -58,525 | -100.0% | -$345.94万 | 清仓 |
| QTWO | Q2 HLDGS INC | $0 | 0.00% | 0 | -73,017 | -100.0% | -$345.37万 | 清仓 |
| MTH | MERITAGE HOMES CORP | $0 | 0.00% | 0 | -53,274 | -100.0% | -$329.45万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC | $0 | 0.00% | 0 | -73,678 | -100.0% | -$327.72万 | 清仓 |
| MUR | MURPHY OIL CORP | $0 | 0.00% | 0 | -78,627 | -100.0% | -$324.34万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -41,421 | -100.0% | -$306.18万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -18,515 | -100.0% | -$303.89万 | 清仓 |
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | -52,970 | -100.0% | -$296.74万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -85,802 | -100.0% | -$280.92万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -72,898 | -100.0% | -$277.09万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -57,520 | -100.0% | -$272.70万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | -186,519 | -100.0% | -$269.15万 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -20,686 | -100.0% | -$268.59万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -98,409 | -100.0% | -$265.70万 | 清仓 |
| FAF | FIRST AMERN FINL CORP | $0 | 0.00% | 0 | -43,844 | -100.0% | -$264.34万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -17,330 | -100.0% | -$259.95万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -61,073 | -100.0% | -$259.19万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -4,049 | -100.0% | -$257.25万 | 清仓 |
| CE | CELANESE CORP DEL | $0 | 0.00% | 0 | -37,277 | -100.0% | -$245.17万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -106,619 | -100.0% | -$242.24万 | 清仓 |
| SARO | STANDARDAERO INC | $0 | 0.00% | 0 | -92,289 | -100.0% | -$238.38万 | 清仓 |
| TTC | TORO CO | $0 | 0.00% | 0 | -23,928 | -100.0% | -$223.58万 | 清仓 |
| IEX | IDEX CORP | $0 | 0.00% | 0 | -11,795 | -100.0% | -$223.57万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -215,503 | -100.0% | -$196.75万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -44,390 | -100.0% | -$190.39万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,689 | -100.0% | -$188.88万 | 清仓 |
| NOG | NORTHERN OIL & GAS INC | $0 | 0.00% | 0 | -64,523 | -100.0% | -$188.60万 | 清仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $0 | 0.00% | 0 | -32,703 | -100.0% | -$188.43万 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | 0.00% | 0 | -111,587 | -100.0% | -$186.35万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -5,345 | -100.0% | -$183.45万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -2,397 | -100.0% | -$169.82万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -15,612 | -100.0% | -$169.00万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -9,173 | -100.0% | -$167.91万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -16,712 | -100.0% | -$167.27万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -52,229 | -100.0% | -$165.51万 | 清仓 |
| PSN | PARSONS CORP DEL | $0 | 0.00% | 0 | -29,660 | -100.0% | -$160.67万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -16,001 | -100.0% | -$160.41万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -26,268 | -100.0% | -$152.98万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -5,098 | -100.0% | -$151.14万 | 清仓 |