AXQ CAPITAL, LP
JERSEY CITY NJ · SEC CIK 0001916908
$9.20亿2026Q2 申报市值
960持仓数
7.0%前十大占比 · 第一大 0.8%
374 / 499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
KNX 新建仓+$661.30万
CPRT 加仓+$620.81万
ECHO 新建仓+$593.71万
PEGA 新建仓+$592.01万
MCK 加仓+$569.72万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$824.91万
WDC 减仓-$713.19万
MU 减仓-$675.14万
FTNT 减仓-$639.81万
MRVL 减仓-$589.02万
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 |
|---|---|---|---|---|---|---|---|---|
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -3,686 | -100.0% | -$427.19万 | 清仓 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | -82,450 | -100.0% | -$405.65万 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -54,594 | -100.0% | -$391.77万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -26,499 | -100.0% | -$387.63万 | 清仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $0 | 0.00% | 0 | -370,490 | -100.0% | -$368.27万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -14,494 | -100.0% | -$367.84万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -67,314 | -100.0% | -$360.47万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -95,559 | -100.0% | -$354.62万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -10,582 | -100.0% | -$348.03万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -14,084 | -100.0% | -$342.35万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -33,703 | -100.0% | -$332.21万 | 清仓 |
| SLM | SLM CORP | $0 | 0.00% | 0 | -148,603 | -100.0% | -$318.16万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -48,650 | -100.0% | -$316.23万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -21,411 | -100.0% | -$312.90万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -12,782 | -100.0% | -$312.01万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -10,432 | -100.0% | -$309.27万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -58,697 | -100.0% | -$275.82万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -13,350 | -100.0% | -$263.66万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -3,025 | -100.0% | -$255.91万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -71,846 | -100.0% | -$255.05万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -54,555 | -100.0% | -$246.75万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -2,638 | -100.0% | -$242.64万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -19,039 | -100.0% | -$242.33万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -70,848 | -100.0% | -$239.04万 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -21,565 | -100.0% | -$237.04万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -32,388 | -100.0% | -$235.72万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -25,577 | -100.0% | -$234.44万 | 清仓 |
| ACI | ALBERTSONS COS INC | $0 | 0.00% | 0 | -135,196 | -100.0% | -$230.37万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -12,594 | -100.0% | -$229.75万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | -60,759 | -100.0% | -$227.60万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -14,973 | -100.0% | -$225.82万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -25,311 | -100.0% | -$223.80万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -22,946 | -100.0% | -$223.15万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -10,710 | -100.0% | -$221.59万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -16,071 | -100.0% | -$217.70万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -41,443 | -100.0% | -$202.95万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -27,088 | -100.0% | -$200.23万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -7,731 | -100.0% | -$192.01万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -28,623 | -100.0% | -$186.71万 | 清仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $0 | 0.00% | 0 | -44,985 | -100.0% | -$185.65万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -6,835 | -100.0% | -$184.95万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -16,042 | -100.0% | -$182.85万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -30,117 | -100.0% | -$182.66万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -6,803 | -100.0% | -$181.47万 | 清仓 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | -9,034 | -100.0% | -$176.40万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -40,931 | -100.0% | -$175.55万 | 清仓 |
| FHB | FIRST HAWAIIAN INC | $0 | 0.00% | 0 | -70,554 | -100.0% | -$173.85万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -66,643 | -100.0% | -$169.94万 | 清仓 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -21,126 | -100.0% | -$169.11万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -31,978 | -100.0% | -$167.12万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -2,960 | -100.0% | -$166.32万 | 清仓 |
| BEN | FRANKLIN RESOURCES INC | $0 | 0.00% | 0 | -70,385 | -100.0% | -$166.25万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -16,848 | -100.0% | -$163.71万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -5,149 | -100.0% | -$155.75万 | 清仓 |
| R | RYDER SYS INC | $0 | 0.00% | 0 | -7,513 | -100.0% | -$153.80万 | 清仓 |
| SARO | STANDARDAERO INC | $0 | 0.00% | 0 | -59,254 | -100.0% | -$153.05万 | 清仓 |
| SFD | SMITHFIELD FOODS INC | $0 | 0.00% | 0 | -53,896 | -100.0% | -$150.75万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -17,502 | -100.0% | -$148.80万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -10,833 | -100.0% | -$145.87万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -10,820 | -100.0% | -$145.71万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -15,296 | -100.0% | -$140.83万 | 清仓 |
| CHH | CHOICE HOTELS INTL INC | $0 | 0.00% | 0 | -13,380 | -100.0% | -$138.48万 | 清仓 |
| SSNC | SS&C TECH HLDGS | $0 | 0.00% | 0 | -20,417 | -100.0% | -$137.96万 | 清仓 |
| POR | PORTLAND GEN ELEC CO | $0 | 0.00% | 0 | -25,792 | -100.0% | -$136.10万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -9,921 | -100.0% | -$134.90万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -18,146 | -100.0% | -$131.30万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -13,649 | -100.0% | -$127.37万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -17,189 | -100.0% | -$126.36万 | 清仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -27,618 | -100.0% | -$120.77万 | 清仓 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | -31,675 | -100.0% | -$119.60万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -8,546 | -100.0% | -$119.28万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -18,249 | -100.0% | -$119.00万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -4,984 | -100.0% | -$118.72万 | 清仓 |
| BOBS | BOBS DISC FURNITURE INC | $0 | 0.00% | 0 | -100,057 | -100.0% | -$117.57万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -12,483 | -100.0% | -$113.62万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -3,282 | -100.0% | -$112.64万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -52,002 | -100.0% | -$112.43万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -10,123 | -100.0% | -$111.06万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -6,677 | -100.0% | -$109.88万 | 清仓 |
| UGI | UGI CORP NEW | $0 | 0.00% | 0 | -29,564 | -100.0% | -$107.67万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -7,811 | -100.0% | -$104.12万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -17,875 | -100.0% | -$104.10万 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -59,445 | -100.0% | -$99.87万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -6,957 | -100.0% | -$97.60万 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION | $0 | 0.00% | 0 | -268,890 | -100.0% | -$97.34万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -3,321 | -100.0% | -$96.54万 | 清仓 |
| LEA | LEAR CORP | $0 | 0.00% | 0 | -7,865 | -100.0% | -$95.23万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -1,302 | -100.0% | -$92.24万 | 清仓 |
| ATEC | ALPHATEC HLDGS INC | $0 | 0.00% | 0 | -84,443 | -100.0% | -$91.87万 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -160,493 | -100.0% | -$91.48万 | 清仓 |
| TIMB | TIM S A | $0 | 0.00% | 0 | -34,370 | -100.0% | -$91.05万 | 清仓 |
| EQPT | EQUIPMENTSHARE COM INC | $0 | 0.00% | 0 | -44,226 | -100.0% | -$90.09万 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -34,758 | -100.0% | -$88.29万 | 清仓 |
| BKH | BLACK HILLS CORP | $0 | 0.00% | 0 | -12,485 | -100.0% | -$86.66万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -4,862 | -100.0% | -$85.41万 | 清仓 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | -4,932 | -100.0% | -$83.40万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -44,170 | -100.0% | -$82.47万 | 清仓 |
| BCH | BANCO DE CHILE | $0 | 0.00% | 0 | -22,083 | -100.0% | -$81.80万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -123,690 | -100.0% | -$81.26万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -51,515 | -100.0% | -$80.98万 | 清仓 |