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 |
|---|---|---|---|---|---|---|---|---|
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -5,452 | -100.0% | -$97.57万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -13,527 | -100.0% | -$89.20万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -5,719 | -100.0% | -$88.94万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -27,426 | -100.0% | -$82.61万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -7,326 | -100.0% | -$82.53万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -30,239 | -100.0% | -$78.26万 | 清仓 |
| AGO | ASSURED GUARANTY LTD | $0 | 0.00% | 0 | -7,878 | -100.0% | -$64.19万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -3,774 | -100.0% | -$62.20万 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -7,292 | -100.0% | -$61.73万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -3,252 | -100.0% | -$58.81万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -10,268 | -100.0% | -$53.66万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -1,945 | -100.0% | -$51.91万 | 清仓 |
| — | VERIS RESIDENTIAL INC | $0 | 0.00% | 0 | -23,693 | -100.0% | -$44.71万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -6,565 | -100.0% | -$42.84万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -1,482 | -100.0% | -$41.38万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -17,347 | -100.0% | -$39.36万 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | -35,437 | -100.0% | -$38.34万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -6,024 | -100.0% | -$36.96万 | 清仓 |
| FCN | FTI CONSULTING INC | $0 | 0.00% | 0 | -2,001 | -100.0% | -$35.37万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,179 | -100.0% | -$35.22万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -4,145 | -100.0% | -$35.16万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -4,528 | -100.0% | -$34.23万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -5,936 | -100.0% | -$33.12万 | 清仓 |
| NVCR | NOVOCURE LTD | $0 | 0.00% | 0 | -29,689 | -100.0% | -$32.36万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -1,713 | -100.0% | -$30.47万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -13,404 | -100.0% | -$30.45万 | 清仓 |
| — | FIRST FNDTN INC | $0 | 0.00% | 0 | -51,028 | -100.0% | -$30.11万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,724 | -100.0% | -$29.68万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,304 | -100.0% | -$29.33万 | 清仓 |
| HCKT | HACKETT GROUP INC | $0 | 0.00% | 0 | -22,500 | -100.0% | -$29.27万 | 清仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $0 | 0.00% | 0 | -2,055 | -100.0% | -$28.18万 | 清仓 |
| CNXC | CONCENTRIX CORP | $0 | 0.00% | 0 | -10,006 | -100.0% | -$27.38万 | 清仓 |
| BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | -816 | -100.0% | -$26.55万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -2,196 | -100.0% | -$26.24万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -9,336 | -100.0% | -$25.86万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -4,785 | -100.0% | -$25.78万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -7,211 | -100.0% | -$25.34万 | 清仓 |
| KNTK | KINETIK HOLDINGS INC | $0 | 0.00% | 0 | -5,073 | -100.0% | -$24.56万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,287 | -100.0% | -$24.40万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -40,537 | -100.0% | -$24.24万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -1,653 | -100.0% | -$23.93万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,158 | -100.0% | -$23.87万 | 清仓 |
| M | MACYS INC | $0 | 0.00% | 0 | -13,113 | -100.0% | -$23.72万 | 清仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -12,325 | -100.0% | -$23.42万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,205 | -100.0% | -$23.19万 | 清仓 |
| MUR | MURPHY OIL CORP | $0 | 0.00% | 0 | -5,442 | -100.0% | -$22.45万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -11,860 | -100.0% | -$22.33万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -129 | -100.0% | -$22.30万 | 清仓 |
| — | CALAVO GROWERS INC | $0 | 0.00% | 0 | -8,204 | -100.0% | -$21.16万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -958 | -100.0% | -$20.98万 | 清仓 |
| AMPL | AMPLITUDE INC | $0 | 0.00% | 0 | -30,530 | -100.0% | -$20.82万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -4,104 | -100.0% | -$20.54万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -3,318 | -100.0% | -$20.52万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,612 | -100.0% | -$20.22万 | 清仓 |
| PTLO | PORTILLOS INC | $0 | 0.00% | 0 | -31,230 | -100.0% | -$16.52万 | 清仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $0 | 0.00% | 0 | -10,608 | -100.0% | -$15.41万 | 清仓 |
| AVO | MISSION PRODUCE INC | $0 | 0.00% | 0 | -10,404 | -100.0% | -$14.32万 | 清仓 |
| DXC | DXC TECHNOLOGY CO | $0 | 0.00% | 0 | -11,317 | -100.0% | -$14.23万 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -10,783 | -100.0% | -$14.15万 | 清仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $0 | 0.00% | 0 | -12,544 | -100.0% | -$12.18万 | 清仓 |
| WNC | WABASH NATL CORP | $0 | 0.00% | 0 | -13,514 | -100.0% | -$11.65万 | 清仓 |
| LZ | LEGALZOOM COM INC | $0 | 0.00% | 0 | -18,939 | -100.0% | -$10.74万 | 清仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $0 | 0.00% | 0 | -18,535 | -100.0% | -$10.56万 | 清仓 |
| CXM | SPRINKLR INC | $0 | 0.00% | 0 | -15,242 | -100.0% | -$9.15万 | 清仓 |
| COMP | COMPASS INC | $0 | 0.00% | 0 | -11,235 | -100.0% | -$8.21万 | 清仓 |
| SPT | SPROUT SOCIAL INC | $0 | 0.00% | 0 | -14,276 | -100.0% | -$8.14万 | 清仓 |
| RPD | RAPID7 INC | $0 | 0.00% | 0 | -13,930 | -100.0% | -$7.68万 | 清仓 |
| — | UDEMY INC | $0 | 0.00% | 0 | -14,664 | -100.0% | -$6.77万 | 清仓 |
| MYGN | MYRIAD GENETICS INC | $0 | 0.00% | 0 | -14,955 | -100.0% | -$6.73万 | 清仓 |
| MDXG | MIMEDX GROUP INC | $0 | 0.00% | 0 | -15,778 | -100.0% | -$6.23万 | 清仓 |
| — | DOMO INC | $0 | 0.00% | 0 | -15,568 | -100.0% | -$4.76万 | 清仓 |
| — | CASTELLUM INC | $8,999 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC 看涨期权 | $1.85万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $2.00万 | 0.00% | 100 | 100 | — | $2.00万 | 新建仓 |
| ABEV | AMBEV SA | $4.50万 | 0.00% | 14,339 | 0 | 0.0% | — | 不变 |
| BUR | BURFORD CAPITAL LIMITED | $4.71万 | 0.00% | 11,500 | -4,157 | -26.6% | -$1.70万 | 减仓 |
| RIG | TRANSOCEAN LTD | $4.99万 | 0.00% | 10,205 | 205 | 2.1% | $1,002 | 加仓 |
| SOC | SABLE OFFSHORE CORP | $5.93万 | 0.01% | 19,244 | 0 | 0.0% | — | 不变 |
| TROX | TRONOX HOLDINGS PLC | $6.44万 | 0.01% | 10,219 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $7.03万 | 0.01% | 10,303 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC | $7.30万 | 0.01% | 18,345 | -13,438 | -42.3% | -$5.35万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $7.80万 | 0.01% | 13,265 | 1,015 | 8.3% | $5,968 | 加仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $7.91万 | 0.01% | 11,774 | 0 | 0.0% | — | 不变 |
| HDSN | HUDSON TECHNOLOGIES INC | $8.05万 | 0.01% | 14,032 | 14,032 | — | $8.05万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $8.08万 | 0.01% | 14,102 | 2,241 | 18.9% | $1.28万 | 加仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $9.01万 | 0.01% | 13,922 | 1,787 | 14.7% | $1.16万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $9.04万 | 0.01% | 15,301 | 0 | 0.0% | — | 不变 |
| — | WEAVE COMMUNICATIONS INC | $9.36万 | 0.01% | 15,622 | 15,622 | — | $9.36万 | 新建仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $9.81万 | 0.01% | 11,627 | 11,627 | — | $9.81万 | 新建仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $9.86万 | 0.01% | 17,774 | 4,927 | 38.4% | $2.73万 | 加仓 |
| LAND | GLADSTONE LD CORP | $10.00万 | 0.01% | 11,726 | -303 | -2.5% | -$2,585 | 减仓 |
| NB | NIOCORP DEVS LTD | $10.12万 | 0.01% | 21,000 | 2,154 | 11.4% | $1.04万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $10.14万 | 0.01% | 10,589 | 296 | 2.9% | $2,836 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $11.05万 | 0.01% | 13,204 | -209 | -1.6% | -$1,749 | 减仓 |
| — | VIVID SEATS INC | $11.15万 | 0.01% | 17,106 | -1,349 | -7.3% | -$8,795 | 减仓 |
| PRTA | PROTHENA CORP PLC | $11.30万 | 0.01% | 11,540 | 1,060 | 10.1% | $1.04万 | 加仓 |
| — | SOUNDTHINKING INC | $11.55万 | 0.01% | 12,761 | -5,429 | -29.8% | -$4.91万 | 减仓 |
| SXC | SUNCOKE ENERGY INC | $11.80万 | 0.01% | 14,656 | 360 | 2.5% | $2,898 | 重新持有 |
| GENI | GENIUS SPORTS LIMITED | $11.84万 | 0.01% | 19,539 | 19,539 | — | $11.84万 | 新建仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $11.88万 | 0.01% | 19,037 | 8,237 | 76.3% | $5.14万 | 重新持有 |