Inscription Capital, LLC
HOUSTON TX · SEC CIK 0001767868
$11.28亿2026Q2 申报市值
791持仓数
27.8%前十大占比 · 第一大 6.5%
125 / 71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
NVDA 加仓+$601.51万
AAPL 加仓+$428.19万
CPAI 加仓+$279.65万
PAAA 加仓+$271.41万
GOOGL 加仓+$253.23万
2026Q2 卖出最多 按季末市值估算
GSST 减仓-$313.79万
DD 减仓-$138.35万
SNDK 减仓-$123.69万
DIREXION SHARES 减仓-$113.59万
IWM 重新持有-$101.79万
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 |
|---|---|---|---|---|---|---|---|---|
| HOS | HELIX ENERGY SOLUTIONS GRP I | $11.88万 | 0.01% | 13,593 | 0 | 0.0% | — | 不变 |
| VIR | VIR BIOTECHNOLOGY INC | $11.94万 | 0.01% | 11,715 | 0 | 0.0% | — | 不变 |
| BULL | WEBULL CORP | $12.06万 | 0.01% | 18,501 | 5,750 | 45.1% | $3.75万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $12.16万 | 0.01% | 14,992 | 4,208 | 39.0% | $3.41万 | 加仓 |
| RGNX | REGENXBIO INC | $12.42万 | 0.01% | 10,367 | 10,367 | — | $12.42万 | 新建仓 |
| OI | O-I GLASS INC | $12.42万 | 0.01% | 12,897 | 2,160 | 20.1% | $2.08万 | 重新持有 |
| LUMN | LUMEN TECHNOLOGIES INC | $12.55万 | 0.01% | 16,335 | -540 | -3.2% | -$4,147 | 减仓 |
| AURA | AURA BIOSCIENCES INC | $12.64万 | 0.01% | 17,806 | 0 | 0.0% | — | 不变 |
| PHR | PHREESIA INC | $12.96万 | 0.01% | 12,593 | -1,766 | -12.3% | -$1.82万 | 减仓 |
| RWT | REDWOOD TRUST INC | $13.28万 | 0.01% | 28,026 | -63 | -0.2% | -$299 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $13.71万 | 0.01% | 13,706 | 210 | 1.6% | $2,100 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $13.79万 | 0.01% | 10,387 | 10,387 | — | $13.79万 | 新建仓 |
| TG | TREDEGAR CORP | $13.89万 | 0.01% | 17,447 | 460 | 2.7% | $3,662 | 加仓 |
| KRNY | KEARNY FINL CORP MD | $13.96万 | 0.01% | 14,760 | 0 | 0.0% | — | 不变 |
| ASAN | ASANA INC | $14.06万 | 0.01% | 20,082 | 20,082 | — | $14.06万 | 新建仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $14.17万 | 0.01% | 15,151 | 15,151 | — | $14.17万 | 新建仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $14.34万 | 0.01% | 10,783 | 0 | 0.0% | — | 不变 |
| ABX | ABACUS GLOBAL MGMT INC | $14.66万 | 0.01% | 13,684 | 888 | 6.9% | $9,511 | 加仓 |
| — | DMC GLOBAL INC | $14.72万 | 0.01% | 25,341 | 7,187 | 39.6% | $4.18万 | 加仓 |
| CARS | CARS COM INC | $14.89万 | 0.01% | 13,611 | 1,088 | 8.7% | $1.19万 | 加仓 |
| UTZ | UTZ BRANDS INC | $14.89万 | 0.01% | 19,342 | 1,192 | 6.6% | $9,178 | 加仓 |
| PUBM | PUBMATIC INC | $15.07万 | 0.01% | 11,485 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $15.15万 | 0.01% | 19,183 | -33,978 | -63.9% | -$26.84万 | 重新持有 |
| AHRT | AH RLTY TR INC | $15.16万 | 0.01% | 21,407 | -1,665 | -7.2% | -$1.18万 | 减仓 |
| INN | SUMMIT HOTEL PPTYS | $15.84万 | 0.01% | 22,590 | 0 | 0.0% | — | 不变 |
| NGL | NGL ENERGY PARTNERS LP | $15.93万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COMMERCIAL CORP | $16.04万 | 0.01% | 13,039 | 0 | 0.0% | — | 不变 |
| JANX | JANUX THERAPEUTICS INC | $16.05万 | 0.01% | 10,451 | 10,451 | — | $16.05万 | 新建仓 |
| UMH | UMH PPTYS INC | $16.14万 | 0.01% | 10,661 | 473 | 4.6% | $7,161 | 加仓 |
| OEC | ORION S.A. | $16.14万 | 0.01% | 24,351 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $16.57万 | 0.01% | 16,805 | 579 | 3.6% | $5,709 | 加仓 |
| — | FORRESTER RESH INC | $16.70万 | 0.01% | 19,856 | 2,686 | 15.6% | $2.26万 | 加仓 |
| PD | PAGERDUTY INC | $17.09万 | 0.02% | 17,705 | -5,853 | -24.8% | -$5.65万 | 减仓 |
| GRNT | GRANITE RIDGE RESOURCES INC | $17.11万 | 0.02% | 38,793 | 38,793 | — | $17.11万 | 新建仓 |
| BRBR | BELLRING BRANDS INC | $17.28万 | 0.02% | 13,351 | 13,351 | — | $17.28万 | 新建仓 |
| KELYA | KELLY SVCS INC | $17.59万 | 0.02% | 14,327 | 3,978 | 38.4% | $4.88万 | 加仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $17.62万 | 0.02% | 23,941 | 12,106 | 102.3% | $8.91万 | 加仓 |
| SAFE | SAFEHOLD INC | $17.88万 | 0.02% | 11,387 | 0 | 0.0% | — | 不变 |
| WEST | WESTROCK COFFEE CO | $18.19万 | 0.02% | 22,435 | -1,564 | -6.5% | -$1.27万 | 减仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $18.27万 | 0.02% | 23,248 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP | $18.71万 | 0.02% | 13,046 | 0 | 0.0% | — | 不变 |
| MRTN | MARTEN TRANS LTD | $18.97万 | 0.02% | 10,936 | 0 | 0.0% | — | 不变 |
| SGML | SIGMA LITHIUM CORPORATION | $18.98万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| AGNT | AGNT INC | $19.08万 | 0.02% | 35,269 | 23,354 | 196.0% | $12.63万 | 重新持有 |
| OLMA | OLEMA PHARMACEUTICALS INC | $19.11万 | 0.02% | 15,273 | 0 | 0.0% | — | 不变 |
| SVV | SAVERS VALUE VLG INC | $19.13万 | 0.02% | 18,962 | 3,563 | 23.1% | $3.60万 | 加仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $19.28万 | 0.02% | 12,788 | 0 | 0.0% | — | 不变 |
| UNIT | UNITI GROUP LLC | $19.48万 | 0.02% | 16,981 | 0 | 0.0% | — | 不变 |
| WWW | WOLVERINE WORLD WIDE INC | $19.86万 | 0.02% | 12,017 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $19.91万 | 0.02% | 10,010 | 10,010 | — | $19.91万 | 新建仓 |
| IPGP | IPG PHOTONICS CORP | $20.03万 | 0.02% | 1,707 | 1,707 | — | $20.03万 | 新建仓 |
| CPRT | COPART INC | $20.03万 | 0.02% | 7,105 | 7,105 | — | $20.03万 | 新建仓 |
| AON | AON PLC | $20.08万 | 0.02% | 605 | 13 | 2.2% | $4,315 | 重新持有 |
| ANIK | ANIKA THERAPEUTICS INC | $20.12万 | 0.02% | 13,750 | 3,734 | 37.3% | $5.46万 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $20.12万 | 0.02% | 1,652 | 1,652 | — | $20.12万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $20.12万 | 0.02% | 4,218 | 4,218 | — | $20.12万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.12万 | 0.02% | 2,479 | 2,479 | — | $20.12万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $20.13万 | 0.02% | 3,743 | 3,743 | — | $20.13万 | 新建仓 |
| CLPT | CLEARPOINT NEURO INC | $20.17万 | 0.02% | 11,306 | 11,306 | — | $20.17万 | 新建仓 |
| BRO | BROWN & BROWN INC | $20.18万 | 0.02% | 3,146 | 3,146 | — | $20.18万 | 新建仓 |
| TKR | TIMKEN CO | $20.20万 | 0.02% | 1,390 | 1,390 | — | $20.20万 | 新建仓 |
| BPOP | POPULAR INC | $20.21万 | 0.02% | 1,231 | 1,231 | — | $20.21万 | 新建仓 |
| EBC | EASTERN BANKSHARES INC | $20.32万 | 0.02% | 9,135 | 9,135 | — | $20.32万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $20.33万 | 0.02% | 2,035 | 2,035 | — | $20.33万 | 新建仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $20.34万 | 0.02% | 3,398 | 0 | 0.0% | — | 不变 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $20.42万 | 0.02% | 21,751 | -3,341 | -13.3% | -$3.14万 | 减仓 |
| NEXT | NEXTDECADE CORP | $20.42万 | 0.02% | 27,088 | 0 | 0.0% | — | 不变 |
| AGIO | AGIOS PHARMACEUTICALS INC | $20.56万 | 0.02% | 5,540 | -3,055 | -35.5% | -$11.34万 | 减仓 |
| CEVA | CEVA INC | $20.60万 | 0.02% | 4,368 | 4,368 | — | $20.60万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $20.71万 | 0.02% | 3,431 | 3,431 | — | $20.71万 | 新建仓 |
| ARKX | ARK ETF TR | $20.73万 | 0.02% | 6,075 | 6,075 | — | $20.73万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $20.73万 | 0.02% | 2,896 | 2,896 | — | $20.73万 | 新建仓 |
| PSFE | PAYSAFE LIMITED | $20.78万 | 0.02% | 27,817 | -9,394 | -25.2% | -$7.02万 | 减仓 |
| WAT | WATERS CORP | $20.89万 | 0.02% | 557 | 557 | — | $20.89万 | 新建仓 |
| CBZ | CBIZ INC | $20.91万 | 0.02% | 6,517 | 6,517 | — | $20.91万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $20.92万 | 0.02% | 707 | -2,136 | -75.1% | -$63.19万 | 减仓 |
| GLPI | GAMING & LEISURE P | $21.01万 | 0.02% | 4,718 | -7,738 | -62.1% | -$34.46万 | 减仓 |
| MTRN | MATERION CORP | $21.03万 | 0.02% | 707 | 707 | — | $21.03万 | 新建仓 |
| PPL | PPL CORP | $21.04万 | 0.02% | 5,787 | 5,787 | — | $21.04万 | 新建仓 |
| FLGT | FULGENT GENETICS INC | $21.04万 | 0.02% | 10,252 | -2,143 | -17.3% | -$4.40万 | 减仓 |
| DASH | DOORDASH INC | $21.05万 | 0.02% | 1,141 | -1,893 | -62.4% | -$34.93万 | 减仓 |
| APA | APA CORPORATION | $21.07万 | 0.02% | 6,468 | -1,113 | -14.7% | -$3.63万 | 减仓 |
| ACDC | PROFRAC HLDG CORP | $21.10万 | 0.02% | 36,321 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $21.11万 | 0.02% | 1,593 | 1,593 | — | $21.11万 | 新建仓 |
| TTE | TOTALENERGIES SE | $21.22万 | 0.02% | 2,729 | 2,729 | — | $21.22万 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $21.23万 | 0.02% | 11,661 | 0 | 0.0% | — | 不变 |
| DRVN | DRIVEN BRANDS HLDGS INC | $21.25万 | 0.02% | 15,241 | 1,856 | 13.9% | $2.59万 | 加仓 |
| PAR | PAR TECHNOLOGY CORP | $21.27万 | 0.02% | 12,208 | 12,208 | — | $21.27万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $21.35万 | 0.02% | 4,733 | 4,733 | — | $21.35万 | 新建仓 |
| REG | REGENCY CTRS CORP | $21.39万 | 0.02% | 2,682 | -149 | -5.3% | -$1.19万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $21.47万 | 0.02% | 1,542 | -322 | -17.3% | -$4.48万 | 重新持有 |
| BXC | BLUELINX HLDGS INC | $21.49万 | 0.02% | 3,473 | 3,473 | — | $21.49万 | 新建仓 |
| PGNY | PROGYNY INC | $21.50万 | 0.02% | 7,457 | 7,457 | — | $21.50万 | 新建仓 |
| CRGY | CRESCENT ENERGY COMPANY | $21.64万 | 0.02% | 22,039 | 0 | 0.0% | — | 不变 |
| MCS | MARCUS CORP DEL | $21.68万 | 0.02% | 9,241 | 9,241 | — | $21.68万 | 新建仓 |
| NDSN | NORDSON CORP | $21.75万 | 0.02% | 721 | 721 | — | $21.75万 | 新建仓 |
| CE | CELANESE CORP DEL | $21.87万 | 0.02% | 4,755 | 4,755 | — | $21.87万 | 新建仓 |
| RPC | RIDGEPOST CAP INC | $21.88万 | 0.02% | 27,805 | 2,164 | 8.4% | $1.70万 | 加仓 |
| IVE | ISHARES TR | $21.89万 | 0.02% | 964 | 4 | 0.4% | $908 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP | $21.99万 | 0.02% | 4,407 | 4,407 | — | $21.99万 | 新建仓 |