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 |
|---|---|---|---|---|---|---|---|---|
| BPOP | POPULAR INC | $20.21万 | 0.02% | 1,231 | 1,231 | — | $20.21万 | 新建仓 |
| TKR | TIMKEN CO | $20.20万 | 0.02% | 1,390 | 1,390 | — | $20.20万 | 新建仓 |
| BRO | BROWN & BROWN INC | $20.18万 | 0.02% | 3,146 | 3,146 | — | $20.18万 | 新建仓 |
| CLPT | CLEARPOINT NEURO INC | $20.17万 | 0.02% | 11,306 | 11,306 | — | $20.17万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $20.13万 | 0.02% | 3,743 | 3,743 | — | $20.13万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.12万 | 0.02% | 2,479 | 2,479 | — | $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 |
| NSIT | INSIGHT ENTERPRISES INC | $20.12万 | 0.02% | 1,652 | 1,652 | — | $20.12万 | 新建仓 |
| ANIK | ANIKA THERAPEUTICS INC | $20.12万 | 0.02% | 13,750 | 3,734 | 37.3% | $5.46万 | 加仓 |
| AON | AON PLC | $20.08万 | 0.02% | 605 | 13 | 2.2% | $4,315 | 重新持有 |
| CPRT | COPART INC | $20.03万 | 0.02% | 7,105 | 7,105 | — | $20.03万 | 新建仓 |
| IPGP | IPG PHOTONICS CORP | $20.03万 | 0.02% | 1,707 | 1,707 | — | $20.03万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $19.91万 | 0.02% | 10,010 | 10,010 | — | $19.91万 | 新建仓 |
| WWW | WOLVERINE WORLD WIDE INC | $19.86万 | 0.02% | 12,017 | 0 | 0.0% | — | 不变 |
| UNIT | UNITI GROUP LLC | $19.48万 | 0.02% | 16,981 | 0 | 0.0% | — | 不变 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $19.28万 | 0.02% | 12,788 | 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 |
| OLMA | OLEMA PHARMACEUTICALS INC | $19.11万 | 0.02% | 15,273 | 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 |
| SGML | SIGMA LITHIUM CORPORATION | $18.98万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| MRTN | MARTEN TRANS LTD | $18.97万 | 0.02% | 10,936 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP | $18.71万 | 0.02% | 13,046 | 0 | 0.0% | — | 不变 |
| RYAM | RAYONIER ADVANCED MATLS INC | $18.27万 | 0.02% | 23,248 | 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 |
| SAFE | SAFEHOLD INC | $17.88万 | 0.02% | 11,387 | 0 | 0.0% | — | 不变 |
| TRDA | ENTRADA THERAPEUTICS INC | $17.62万 | 0.02% | 23,941 | 12,106 | 102.3% | $8.91万 | 加仓 |
| KELYA | KELLY SVCS INC | $17.59万 | 0.02% | 14,327 | 3,978 | 38.4% | $4.88万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $17.28万 | 0.02% | 13,351 | 13,351 | — | $17.28万 | 新建仓 |
| GRNT | GRANITE RIDGE RESOURCES INC | $17.11万 | 0.02% | 38,793 | 38,793 | — | $17.11万 | 新建仓 |
| PD | PAGERDUTY INC | $17.09万 | 0.02% | 17,705 | -5,853 | -24.8% | -$5.65万 | 减仓 |
| — | FORRESTER RESH INC | $16.70万 | 0.01% | 19,856 | 2,686 | 15.6% | $2.26万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $16.57万 | 0.01% | 16,805 | 579 | 3.6% | $5,709 | 加仓 |
| OEC | ORION S.A. | $16.14万 | 0.01% | 24,351 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC | $16.14万 | 0.01% | 10,661 | 473 | 4.6% | $7,161 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $16.05万 | 0.01% | 10,451 | 10,451 | — | $16.05万 | 新建仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $16.04万 | 0.01% | 13,039 | 0 | 0.0% | — | 不变 |
| NGL | NGL ENERGY PARTNERS LP | $15.93万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| INN | SUMMIT HOTEL PPTYS | $15.84万 | 0.01% | 22,590 | 0 | 0.0% | — | 不变 |
| AHRT | AH RLTY TR INC | $15.16万 | 0.01% | 21,407 | -1,665 | -7.2% | -$1.18万 | 减仓 |
| FLO | FLOWERS FOODS INC | $15.15万 | 0.01% | 19,183 | -33,978 | -63.9% | -$26.84万 | 重新持有 |
| PUBM | PUBMATIC INC | $15.07万 | 0.01% | 11,485 | 0 | 0.0% | — | 不变 |
| UTZ | UTZ BRANDS INC | $14.89万 | 0.01% | 19,342 | 1,192 | 6.6% | $9,178 | 加仓 |
| CARS | CARS COM INC | $14.89万 | 0.01% | 13,611 | 1,088 | 8.7% | $1.19万 | 加仓 |
| — | DMC GLOBAL INC | $14.72万 | 0.01% | 25,341 | 7,187 | 39.6% | $4.18万 | 加仓 |
| ABX | ABACUS GLOBAL MGMT INC | $14.66万 | 0.01% | 13,684 | 888 | 6.9% | $9,511 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $14.34万 | 0.01% | 10,783 | 0 | 0.0% | — | 不变 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $14.17万 | 0.01% | 15,151 | 15,151 | — | $14.17万 | 新建仓 |
| ASAN | ASANA INC | $14.06万 | 0.01% | 20,082 | 20,082 | — | $14.06万 | 新建仓 |
| KRNY | KEARNY FINL CORP MD | $13.96万 | 0.01% | 14,760 | 0 | 0.0% | — | 不变 |
| TG | TREDEGAR CORP | $13.89万 | 0.01% | 17,447 | 460 | 2.7% | $3,662 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $13.79万 | 0.01% | 10,387 | 10,387 | — | $13.79万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $13.71万 | 0.01% | 13,706 | 210 | 1.6% | $2,100 | 加仓 |
| RWT | REDWOOD TRUST INC | $13.28万 | 0.01% | 28,026 | -63 | -0.2% | -$299 | 减仓 |
| PHR | PHREESIA INC | $12.96万 | 0.01% | 12,593 | -1,766 | -12.3% | -$1.82万 | 减仓 |
| AURA | AURA BIOSCIENCES INC | $12.64万 | 0.01% | 17,806 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $12.55万 | 0.01% | 16,335 | -540 | -3.2% | -$4,147 | 减仓 |
| OI | O-I GLASS INC | $12.42万 | 0.01% | 12,897 | 2,160 | 20.1% | $2.08万 | 重新持有 |
| RGNX | REGENXBIO INC | $12.42万 | 0.01% | 10,367 | 10,367 | — | $12.42万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $12.16万 | 0.01% | 14,992 | 4,208 | 39.0% | $3.41万 | 加仓 |
| BULL | WEBULL CORP | $12.06万 | 0.01% | 18,501 | 5,750 | 45.1% | $3.75万 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $11.94万 | 0.01% | 11,715 | 0 | 0.0% | — | 不变 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $11.88万 | 0.01% | 13,593 | 0 | 0.0% | — | 不变 |
| OSG | OCTAVE SPECIALTY GROUP INC | $11.88万 | 0.01% | 19,037 | 8,237 | 76.3% | $5.14万 | 重新持有 |
| GENI | GENIUS SPORTS LIMITED | $11.84万 | 0.01% | 19,539 | 19,539 | — | $11.84万 | 新建仓 |
| SXC | SUNCOKE ENERGY INC | $11.80万 | 0.01% | 14,656 | 360 | 2.5% | $2,898 | 重新持有 |
| — | SOUNDTHINKING INC | $11.55万 | 0.01% | 12,761 | -5,429 | -29.8% | -$4.91万 | 减仓 |
| PRTA | PROTHENA CORP PLC | $11.30万 | 0.01% | 11,540 | 1,060 | 10.1% | $1.04万 | 加仓 |
| — | VIVID SEATS INC | $11.15万 | 0.01% | 17,106 | -1,349 | -7.3% | -$8,795 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $11.05万 | 0.01% | 13,204 | -209 | -1.6% | -$1,749 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $10.14万 | 0.01% | 10,589 | 296 | 2.9% | $2,836 | 加仓 |
| NB | NIOCORP DEVS LTD | $10.12万 | 0.01% | 21,000 | 2,154 | 11.4% | $1.04万 | 加仓 |
| LAND | GLADSTONE LD CORP | $10.00万 | 0.01% | 11,726 | -303 | -2.5% | -$2,585 | 减仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $9.86万 | 0.01% | 17,774 | 4,927 | 38.4% | $2.73万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $9.81万 | 0.01% | 11,627 | 11,627 | — | $9.81万 | 新建仓 |
| — | WEAVE COMMUNICATIONS INC | $9.36万 | 0.01% | 15,622 | 15,622 | — | $9.36万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $9.04万 | 0.01% | 15,301 | 0 | 0.0% | — | 不变 |
| ALTG | ALTA EQUIPMENT GROUP INC | $9.01万 | 0.01% | 13,922 | 1,787 | 14.7% | $1.16万 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $8.08万 | 0.01% | 14,102 | 2,241 | 18.9% | $1.28万 | 加仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $8.05万 | 0.01% | 14,032 | 14,032 | — | $8.05万 | 新建仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $7.91万 | 0.01% | 11,774 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $7.80万 | 0.01% | 13,265 | 1,015 | 8.3% | $5,968 | 加仓 |
| BGS | B & G FOODS INC | $7.30万 | 0.01% | 18,345 | -13,438 | -42.3% | -$5.35万 | 减仓 |
| AUR | AURORA INNOVATION INC | $7.03万 | 0.01% | 10,303 | 0 | 0.0% | — | 不变 |
| TROX | TRONOX HOLDINGS PLC | $6.44万 | 0.01% | 10,219 | 0 | 0.0% | — | 不变 |
| SOC | SABLE OFFSHORE CORP | $5.93万 | 0.01% | 19,244 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $4.99万 | 0.00% | 10,205 | 205 | 2.1% | $1,002 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $4.71万 | 0.00% | 11,500 | -4,157 | -26.6% | -$1.70万 | 减仓 |
| ABEV | AMBEV SA | $4.50万 | 0.00% | 14,339 | 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 |
| QCOM | QUALCOMM INC 看涨期权 | $1.85万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | CASTELLUM INC | $8,999 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| 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 |