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 |
|---|---|---|---|---|---|---|---|---|
| TTD | THE TRADE DESK INC | $54.31万 | 0.06% | 30,038 | -8,494 | -22.0% | -$15.36万 | 减仓 |
| — | PROSHARES TR | $54.42万 | 0.06% | 9,569 | 9,569 | — | $54.42万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $54.53万 | 0.06% | 54,534 | 15,582 | 40.0% | $15.58万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $54.58万 | 0.06% | 6,846 | 6,846 | — | $54.58万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $54.77万 | 0.06% | 6,663 | -5,713 | -46.2% | -$46.96万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $55.14万 | 0.06% | 5,153 | -4,052 | -44.0% | -$43.36万 | 重新持有 |
| PLD | PROLOGIS INC. | $55.37万 | 0.06% | 4,087 | 4,087 | — | $55.37万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $55.50万 | 0.06% | 32,801 | 32,801 | — | $55.50万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $55.61万 | 0.06% | 10,894 | 10,894 | — | $55.61万 | 新建仓 |
| RRC | RANGE RES CORP | $55.64万 | 0.06% | 14,961 | -5,244 | -26.0% | -$19.50万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $55.85万 | 0.06% | 3,991 | -2,658 | -40.0% | -$37.20万 | 减仓 |
| APPS | DIGITAL TURBINE INC | $55.91万 | 0.06% | 43,339 | 19,392 | 81.0% | $25.02万 | 加仓 |
| WLFC | WILLIS LEASE FIN CORP | $56.22万 | 0.06% | 2,457 | 2,457 | — | $56.22万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $57.09万 | 0.06% | 7,899 | 7,899 | — | $57.09万 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $57.17万 | 0.06% | 12,095 | 12,095 | — | $57.17万 | 新建仓 |
| H | HYATT HOTELS CORP | $57.43万 | 0.06% | 2,963 | 2,963 | — | $57.43万 | 新建仓 |
| FCN | FTI CONSULTING INC | $57.77万 | 0.06% | 3,877 | -46 | -1.2% | -$6,854 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $57.98万 | 0.06% | 11,012 | 1,227 | 12.5% | $6.46万 | 加仓 |
| HUT | HUT 8 CORP | $58.15万 | 0.06% | 5,037 | 5,037 | — | $58.15万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $58.24万 | 0.06% | 3,633 | 3,633 | — | $58.24万 | 新建仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $58.43万 | 0.06% | 22,843 | 22,843 | — | $58.43万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $58.54万 | 0.06% | 12,444 | 12,444 | — | $58.54万 | 新建仓 |
| EAT | BRINKER INTL INC | $58.63万 | 0.06% | 3,490 | 3,490 | — | $58.63万 | 新建仓 |
| CTAS | CINTAS CORP | $58.81万 | 0.06% | 3,458 | 3,458 | — | $58.81万 | 新建仓 |
| WDFC | WD 40 CO | $58.81万 | 0.06% | 2,414 | 1,030 | 74.4% | $25.09万 | 重新持有 |
| SPSC | SPS COMM INC | $58.98万 | 0.06% | 10,317 | 10,317 | — | $58.98万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $59.15万 | 0.06% | 1,748 | 558 | 46.9% | $18.88万 | 重新持有 |
| TW | TRADEWEB MKTS INC | $59.74万 | 0.06% | 5,994 | -7,294 | -54.9% | -$72.69万 | 重新持有 |
| CEVA | CEVA INC | $59.74万 | 0.06% | 12,668 | 2,000 | 18.7% | $9.43万 | 加仓 |
| HUBB | HUBBELL INC | $59.75万 | 0.06% | 1,142 | 1,142 | — | $59.75万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $59.85万 | 0.07% | 23,145 | 981 | 4.4% | $2.54万 | 加仓 |
| YETI | YETI HLDGS INC | $60.04万 | 0.07% | 12,114 | 7,268 | 150.0% | $36.02万 | 重新持有 |
| ZION | ZIONS BANCORPORATION NATL AS | $60.49万 | 0.07% | 8,743 | -2,663 | -23.3% | -$18.43万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $61.04万 | 0.07% | 12,080 | 5,697 | 89.3% | $28.79万 | 加仓 |
| SYK | STRYKER CORPORATION | $61.20万 | 0.07% | 1,944 | 513 | 35.8% | $16.15万 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $61.22万 | 0.07% | 6,904 | 1,106 | 19.1% | $9.81万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $61.25万 | 0.07% | 2,069 | -4,680 | -69.3% | -$138.55万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $61.29万 | 0.07% | 10,622 | 5,069 | 91.3% | $29.25万 | 加仓 |
| ABBV | ABBVIE INC | $61.32万 | 0.07% | 2,437 | -32 | -1.3% | -$8,052 | 重新持有 |
| LION | LIONSGATE STUDIOS CORP | $61.70万 | 0.07% | 40,298 | -324 | -0.8% | -$4,960 | 重新持有 |
| BYD | BOYD GAMING CORP | $61.88万 | 0.07% | 7,006 | 7,006 | — | $61.88万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $62.00万 | 0.07% | 2,423 | 2,423 | — | $62.00万 | 新建仓 |
| IMVT | IMMUNOVANT INC | $62.08万 | 0.07% | 16,113 | -5,959 | -27.0% | -$22.96万 | 减仓 |
| FIVE | FIVE BELOW INC | $62.24万 | 0.07% | 3,462 | 3,462 | — | $62.24万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $62.28万 | 0.07% | 5,059 | -1,226 | -19.5% | -$15.09万 | 重新持有 |
| ASB | ASSOCIATED BANC-CORP | $62.53万 | 0.07% | 20,323 | 6,971 | 52.2% | $21.45万 | 加仓 |
| Z | ZILLOW GROUP INC | $62.79万 | 0.07% | 19,922 | 2,940 | 17.3% | $9.27万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $62.82万 | 0.07% | 17,621 | -10,802 | -38.0% | -$38.51万 | 减仓 |
| CHWY | CHEWY INC | $62.95万 | 0.07% | 32,034 | 32,034 | — | $62.95万 | 新建仓 |
| MTDR | MATADOR RES CO | $63.07万 | 0.07% | 12,669 | -12,814 | -50.3% | -$63.79万 | 重新持有 |
| RPRX | ROYALTY PHARMA PLC | $63.77万 | 0.07% | 11,373 | -12,353 | -52.1% | -$69.26万 | 减仓 |
| LYTS | LSI INDS INC OHIO | $63.81万 | 0.07% | 24,007 | 12,979 | 117.7% | $34.50万 | 加仓 |
| L | LOEWS CORP | $63.86万 | 0.07% | 5,641 | -23,226 | -80.5% | -$262.94万 | 减仓 |
| DHT | DHT HOLDINGS INC | $64.08万 | 0.07% | 38,768 | 38,768 | — | $64.08万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $64.14万 | 0.07% | 111,942 | 111,942 | — | $64.14万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $64.39万 | 0.07% | 1,311 | 1,311 | — | $64.39万 | 新建仓 |
| NVAX | NOVAVAX INC | $64.51万 | 0.07% | 68,480 | 12,491 | 22.3% | $11.77万 | 加仓 |
| KKR | KKR & CO INC | $65.08万 | 0.07% | 7,091 | 7,091 | — | $65.08万 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION | $65.09万 | 0.07% | 26,634 | -85,728 | -76.3% | -$209.52万 | 重新持有 |
| UHAL | U HAUL HOLDING COMPANY | $65.30万 | 0.07% | 9,978 | 2,561 | 34.5% | $16.76万 | 加仓 |
| SR | SPIRE INC | $65.62万 | 0.07% | 8,403 | 3,651 | 76.8% | $28.51万 | 加仓 |
| LOW | LOWES COS INC | $66.08万 | 0.07% | 2,997 | 2,997 | — | $66.08万 | 新建仓 |
| AIP | ARTERIS INC | $66.10万 | 0.07% | 13,604 | 13,604 | — | $66.10万 | 新建仓 |
| PGEN | PRECIGEN INC | $66.68万 | 0.07% | 116,978 | 80,837 | 223.7% | $46.08万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $66.95万 | 0.07% | 14,841 | 14,841 | — | $66.95万 | 新建仓 |
| PTC | PTC INC | $66.96万 | 0.07% | 5,894 | 5,894 | — | $66.96万 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED | $67.28万 | 0.07% | 13,270 | 4,100 | 44.7% | $20.79万 | 加仓 |
| PRDO | PERDOCEO ED CORP | $67.31万 | 0.07% | 21,033 | 21,033 | — | $67.31万 | 新建仓 |
| SHAK | SHAKE SHACK INC | $67.41万 | 0.07% | 12,034 | 12,034 | — | $67.41万 | 新建仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $67.70万 | 0.07% | 131,208 | 50,906 | 63.4% | $26.27万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $67.97万 | 0.07% | 143,693 | 62,949 | 78.0% | $29.77万 | 加仓 |
| DAL | DELTA AIR LINES INC | $68.11万 | 0.07% | 7,272 | 7,272 | — | $68.11万 | 新建仓 |
| BHVN | BIOHAVEN LTD | $68.29万 | 0.07% | 45,891 | 27,743 | 152.9% | $41.28万 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC | $68.31万 | 0.07% | 50,673 | 39,212 | 342.1% | $52.86万 | 重新持有 |
| HBAN | HUNTINGTON BANCSHARES INC | $68.75万 | 0.07% | 38,778 | 38,778 | — | $68.75万 | 新建仓 |
| PHR | PHREESIA INC | $68.94万 | 0.07% | 67,000 | 45,682 | 214.3% | $47.01万 | 加仓 |
| DHR | DANAHER CORP DEL | $69.01万 | 0.08% | 3,623 | -6,731 | -65.0% | -$128.21万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $71.20万 | 0.08% | 24,939 | 1,115 | 4.7% | $3.18万 | 加仓 |
| KOS | KOSMOS ENERGY LTD | $71.27万 | 0.08% | 337,762 | 156,708 | 86.6% | $33.07万 | 加仓 |
| EOG | EOG RES INC | $71.31万 | 0.08% | 5,497 | -15,191 | -73.4% | -$197.07万 | 重新持有 |
| ENVA | ENOVA INTL INC | $71.40万 | 0.08% | 2,966 | 2,966 | — | $71.40万 | 新建仓 |
| DT | DYNATRACE INC | $71.44万 | 0.08% | 16,269 | -50,509 | -75.6% | -$221.79万 | 减仓 |
| BILL | BILL HOLDINGS INC | $71.55万 | 0.08% | 19,786 | 19,786 | — | $71.55万 | 新建仓 |
| UA | UNDER ARMOUR INC | $71.56万 | 0.08% | 115,052 | -2,650 | -2.3% | -$1.65万 | 减仓 |
| AS | AMER SPORTS INC | $71.59万 | 0.08% | 21,156 | 5,979 | 39.4% | $20.23万 | 加仓 |
| ENVX | ENOVIX CORPORATION | $71.70万 | 0.08% | 118,115 | 84,322 | 249.5% | $51.18万 | 加仓 |
| AEVA | AEVA TECHNOLOGIES INC | $71.95万 | 0.08% | 25,051 | -13,347 | -34.8% | -$38.33万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $71.99万 | 0.08% | 9,324 | 9,324 | — | $71.99万 | 新建仓 |
| RBA | RB GLOBAL INC | $72.32万 | 0.08% | 6,210 | -12,449 | -66.7% | -$144.97万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $72.36万 | 0.08% | 7,027 | 877 | 14.3% | $9.03万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $72.40万 | 0.08% | 9,892 | 9,892 | — | $72.40万 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $72.52万 | 0.08% | 9,433 | -6,649 | -41.3% | -$51.12万 | 减仓 |
| JANX | JANUX THERAPEUTICS INC | $72.97万 | 0.08% | 47,508 | 24,777 | 109.0% | $38.06万 | 加仓 |
| ATEN | A10 NETWORKS INC | $73.20万 | 0.08% | 19,592 | 2,036 | 11.6% | $7.61万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $73.34万 | 0.08% | 14,262 | -62,688 | -81.5% | -$322.34万 | 减仓 |
| BLSH | BULLISH | $73.92万 | 0.08% | 31,550 | 31,550 | — | $73.92万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $74.24万 | 0.08% | 35,915 | 35,915 | — | $74.24万 | 新建仓 |
| HPQ | HP INC | $74.25万 | 0.08% | 33,842 | 11,391 | 50.7% | $24.99万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $74.62万 | 0.08% | 1,294 | 1,294 | — | $74.62万 | 新建仓 |
| OUST | OUSTER INC | $74.63万 | 0.08% | 11,937 | -6,478 | -35.2% | -$40.50万 | 减仓 |