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 |
|---|---|---|---|---|---|---|---|---|
| PCAR | PACCAR INC | $110.91万 | 0.12% | 9,233 | 5,744 | 164.6% | $69.00万 | 加仓 |
| DLTR | DOLLAR TREE INC | $111.47万 | 0.12% | 9,216 | -31,527 | -77.4% | -$381.32万 | 减仓 |
| FTNT | FORTINET INC | $112.68万 | 0.12% | 7,335 | -41,649 | -85.0% | -$639.81万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $112.70万 | 0.12% | 1,770 | 954 | 116.9% | $60.75万 | 重新持有 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $112.86万 | 0.12% | 33,800 | -62,377 | -64.9% | -$208.28万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $114.62万 | 0.12% | 8,009 | 8,009 | — | $114.62万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $115.58万 | 0.13% | 14,241 | 9,487 | 199.6% | $77.00万 | 加仓 |
| TE | T1 ENERGY INC | $116.17万 | 0.13% | 122,547 | -830 | -0.7% | -$7,868 | 减仓 |
| ERAS | ERASCA INC | $116.23万 | 0.13% | 63,443 | 42,984 | 210.1% | $78.75万 | 重新持有 |
| DY | DYCOM INDS INC | $116.59万 | 0.13% | 2,306 | 1,342 | 139.2% | $67.85万 | 重新持有 |
| KMX | CARMAX INC | $117.53万 | 0.13% | 22,222 | -20,428 | -47.9% | -$108.04万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $119.55万 | 0.13% | 16,487 | 16,487 | — | $119.55万 | 新建仓 |
| VTRS | VIATRIS INC | $120.82万 | 0.13% | 76,086 | 5,464 | 7.7% | $8.68万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $120.86万 | 0.13% | 49,329 | 5,070 | 11.5% | $12.42万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $121.24万 | 0.13% | 3,135 | -552 | -15.0% | -$21.35万 | 减仓 |
| HAYW | HAYWARD HLDGS INC | $121.25万 | 0.13% | 70,049 | -9,888 | -12.4% | -$17.12万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $121.90万 | 0.13% | 66,213 | -9,613 | -12.7% | -$17.70万 | 减仓 |
| ADC | AGREE RLTY CORP | $121.98万 | 0.13% | 16,105 | 16,105 | — | $121.98万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $122.34万 | 0.13% | 22,398 | -16,780 | -42.8% | -$91.65万 | 减仓 |
| AI | C3 AI INC | $123.76万 | 0.13% | 136,155 | 47,494 | 53.6% | $43.17万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $124.14万 | 0.13% | 7,724 | 7,724 | — | $124.14万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $124.15万 | 0.13% | 50,448 | 50,448 | — | $124.15万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $125.36万 | 0.14% | 10,074 | 10,074 | — | $125.36万 | 新建仓 |
| STT | STATE STR CORP | $125.88万 | 0.14% | 7,422 | -10,499 | -58.6% | -$178.06万 | 减仓 |
| ALLE | ALLEGION PLC | $126.06万 | 0.14% | 8,973 | 1,914 | 27.1% | $26.89万 | 加仓 |
| TDC | TERADATA CORP DEL | $126.64万 | 0.14% | 36,548 | 36,548 | — | $126.64万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $128.53万 | 0.14% | 4,751 | 4,751 | — | $128.53万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $128.63万 | 0.14% | 12,751 | 12,751 | — | $128.63万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $129.75万 | 0.14% | 61,462 | -27,783 | -31.1% | -$58.65万 | 减仓 |
| MIDD | MIDDLEBY CORP | $130.52万 | 0.14% | 7,588 | -935 | -11.0% | -$16.08万 | 减仓 |
| UAA | UNDER ARMOUR INC | $130.95万 | 0.14% | 204,926 | 55,744 | 37.4% | $35.62万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $131.07万 | 0.14% | 11,529 | -22,399 | -66.0% | -$254.65万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $132.18万 | 0.14% | 29,630 | -3,384 | -10.3% | -$15.10万 | 减仓 |
| GDDY | GODADDY INC | $132.56万 | 0.14% | 15,617 | 7,111 | 83.6% | $60.36万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $133.04万 | 0.14% | 82,687 | 39,335 | 90.7% | $63.29万 | 加仓 |
| HAL | HALLIBURTON CO | $133.07万 | 0.14% | 39,195 | 16,982 | 76.5% | $57.65万 | 加仓 |
| DOV | DOVER CORP | $134.01万 | 0.15% | 5,975 | 876 | 17.2% | $19.65万 | 重新持有 |
| EXC | EXELON CORP | $134.46万 | 0.15% | 28,841 | 28,841 | — | $134.46万 | 新建仓 |
| VIRT | VIRTU FINL INC | $135.19万 | 0.15% | 22,694 | 22,694 | — | $135.19万 | 新建仓 |
| GOOG | ALPHABET INC | $135.29万 | 0.15% | 3,829 | -5,418 | -58.6% | -$191.43万 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $136.41万 | 0.15% | 93,624 | 46,356 | 98.1% | $67.54万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $136.87万 | 0.15% | 28,628 | 28,628 | — | $136.87万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $137.71万 | 0.15% | 4,623 | -19,773 | -81.1% | -$589.02万 | 减仓 |
| UI | UBIQUITI INC | $137.99万 | 0.15% | 2,584 | 2,584 | — | $137.99万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $138.94万 | 0.15% | 2,797 | 2,797 | — | $138.94万 | 新建仓 |
| PCTY | PAYLOCITY HLDG CORP | $139.85万 | 0.15% | 13,379 | 13,379 | — | $139.85万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $140.31万 | 0.15% | 49,543 | 19,078 | 62.6% | $54.03万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $140.54万 | 0.15% | 39,712 | -92,755 | -70.0% | -$328.26万 | 减仓 |
| HL | HECLA MINING COMPANY | $140.92万 | 0.15% | 91,328 | 80,405 | 736.1% | $124.06万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $141.13万 | 0.15% | 55,149 | 30,380 | 122.7% | $77.74万 | 加仓 |
| CALX | CALIX INC | $141.17万 | 0.15% | 37,827 | 29,490 | 353.7% | $110.06万 | 加仓 |
| SCI | SERVICE CORP INTL | $141.37万 | 0.15% | 18,611 | 18,611 | — | $141.37万 | 新建仓 |
| FLR | FLUOR CORP | $143.68万 | 0.16% | 27,425 | 21,380 | 353.7% | $112.01万 | 重新持有 |
| G | GENPACT LIMITED | $143.93万 | 0.16% | 52,338 | 30,434 | 138.9% | $83.69万 | 加仓 |
| QGEN | QIAGEN NV | $144.32万 | 0.16% | 36,910 | 13,683 | 58.9% | $53.50万 | 加仓 |
| TXN | TEXAS INSTRS INC | $144.53万 | 0.16% | 4,849 | 3,080 | 174.1% | $91.81万 | 重新持有 |
| ARMK | ARAMARK | $144.54万 | 0.16% | 25,403 | 5,585 | 28.2% | $31.78万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $145.19万 | 0.16% | 49,150 | 11,473 | 30.5% | $33.89万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $145.64万 | 0.16% | 11,588 | 459 | 4.1% | $5.77万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $146.12万 | 0.16% | 2,869 | 2,869 | — | $146.12万 | 新建仓 |
| MKSI | MKS INC. | $146.52万 | 0.16% | 3,294 | -3,957 | -54.6% | -$176.01万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $146.56万 | 0.16% | 30,700 | 16,008 | 109.0% | $76.42万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $146.67万 | 0.16% | 52,010 | -104,031 | -66.7% | -$293.37万 | 减仓 |
| FER | FERROVIAL NV | $147.48万 | 0.16% | 21,496 | 3,995 | 22.8% | $27.41万 | 加仓 |
| U | UNITY SOFTWARE INC | $147.96万 | 0.16% | 51,772 | -25,034 | -32.6% | -$71.55万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $149.49万 | 0.16% | 46,758 | 3,187 | 7.3% | $10.19万 | 加仓 |
| KHC | KRAFT HEINZ CO | $150.15万 | 0.16% | 63,571 | 41,068 | 182.5% | $97.00万 | 重新持有 |
| O | REALTY INCOME CORP | $150.49万 | 0.16% | 24,289 | 13,785 | 131.2% | $85.41万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $151.12万 | 0.16% | 43,005 | 43,005 | — | $151.12万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $151.42万 | 0.16% | 16,411 | 3,248 | 24.7% | $29.97万 | 重新持有 |
| FOX | FOX CORP | $151.68万 | 0.16% | 32,382 | 20,280 | 167.6% | $94.99万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $151.74万 | 0.16% | 19,220 | 10,734 | 126.5% | $84.74万 | 加仓 |
| GOOGL | ALPHABET INC | $151.99万 | 0.17% | 4,253 | -5,150 | -54.8% | -$184.05万 | 减仓 |
| HUN | HUNTSMAN CORP | $153.31万 | 0.17% | 144,356 | -19,772 | -12.0% | -$21.00万 | 减仓 |
| AA | ALCOA CORP | $153.98万 | 0.17% | 29,532 | 29,532 | — | $153.98万 | 新建仓 |
| MSA | MSA SAFETY INC | $154.47万 | 0.17% | 8,848 | 7,168 | 426.7% | $125.14万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $155.72万 | 0.17% | 7,323 | 4,736 | 183.1% | $100.71万 | 重新持有 |
| DOW | DOW HLDGS INC | $155.77万 | 0.17% | 56,934 | 40,817 | 253.3% | $111.68万 | 重新持有 |
| LW | LAMB WESTON HLDGS INC | $155.83万 | 0.17% | 36,088 | -57 | -0.2% | -$2,461 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $157.19万 | 0.17% | 536,491 | 536,491 | — | $157.19万 | 新建仓 |
| MRNA | MODERNA INC | $157.41万 | 0.17% | 22,477 | -39,107 | -63.5% | -$273.87万 | 重新持有 |
| DLB | DOLBY LABORATORIES INC | $158.31万 | 0.17% | 30,109 | 18,721 | 164.4% | $98.44万 | 重新持有 |
| ATR | APTARGROUP INC | $158.74万 | 0.17% | 12,679 | 12,679 | — | $158.74万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $162.95万 | 0.18% | 42,824 | 42,824 | — | $162.95万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $163.12万 | 0.18% | 11,164 | 8,868 | 386.2% | $129.57万 | 加仓 |
| WING | WINGSTOP INC | $164.43万 | 0.18% | 9,482 | -198 | -2.0% | -$3.43万 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $164.82万 | 0.18% | 254,744 | 203,345 | 395.6% | $131.56万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $164.84万 | 0.18% | 45,125 | 19,418 | 75.5% | $70.93万 | 加仓 |
| HXL | HEXCEL CORP NEW | $166.37万 | 0.18% | 16,627 | -14,440 | -46.5% | -$144.49万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $168.28万 | 0.18% | 9,657 | 9,657 | — | $168.28万 | 新建仓 |
| FNB | F N B CORP | $170.12万 | 0.18% | 89,163 | 31,984 | 55.9% | $61.03万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $171.75万 | 0.19% | 64,445 | 41,878 | 185.6% | $111.60万 | 重新持有 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $172.93万 | 0.19% | 115,748 | 67,794 | 141.4% | $101.28万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $173.12万 | 0.19% | 19,075 | -2,108 | -10.0% | -$19.13万 | 减仓 |
| PATH | UIPATH INC | $173.60万 | 0.19% | 159,705 | 146,582 | 1,117.0% | $159.33万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $174.44万 | 0.19% | 11,896 | -394 | -3.2% | -$5.78万 | 重新持有 |
| DXC | DXC TECHNOLOGY CO | $174.61万 | 0.19% | 197,304 | 119,174 | 152.5% | $105.47万 | 加仓 |
| TOST | TOAST INC | $174.65万 | 0.19% | 62,778 | 35,694 | 131.8% | $99.30万 | 重新持有 |
| STE | STERIS PLC | $175.13万 | 0.19% | 8,317 | 6,251 | 302.6% | $131.63万 | 重新持有 |
| PTEN | PATTERSON-UTI ENERGY INC | $178.05万 | 0.19% | 193,949 | 162,832 | 523.3% | $149.48万 | 加仓 |