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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -2,326 | -100.0% | -$80.01万 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -8,078 | -100.0% | -$79.54万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -4,410 | -100.0% | -$79.47万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -31,503 | -100.0% | -$78.38万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -28,965 | -100.0% | -$75.66万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -9,397 | -100.0% | -$75.07万 | 清仓 |
| SOBO | SOUTH BOW CORP | $0 | 0.00% | 0 | -22,336 | -100.0% | -$74.42万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -11,244 | -100.0% | -$74.20万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -24,442 | -100.0% | -$73.62万 | 清仓 |
| CVI | CVR ENERGY INC | $0 | 0.00% | 0 | -21,689 | -100.0% | -$72.98万 | 清仓 |
| TRP | TC ENERGY CORP | $0 | 0.00% | 0 | -11,621 | -100.0% | -$72.75万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -16,928 | -100.0% | -$71.84万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -3,943 | -100.0% | -$71.53万 | 清仓 |
| KLAR | KLARNA GROUP PLC | $0 | 0.00% | 0 | -53,961 | -100.0% | -$70.63万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -19,744 | -100.0% | -$70.05万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -4,072 | -100.0% | -$69.72万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -3,511 | -100.0% | -$69.60万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -6,606 | -100.0% | -$69.44万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -6,703 | -100.0% | -$68.49万 | 清仓 |
| SKM | SK TELECOM CO LTD | $0 | 0.00% | 0 | -23,348 | -100.0% | -$68.39万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -11,495 | -100.0% | -$67.95万 | 清仓 |
| BHP | BHP BILLITON LIMITED | $0 | 0.00% | 0 | -9,179 | -100.0% | -$66.77万 | 清仓 |
| TKR | TIMKEN CO | $0 | 0.00% | 0 | -6,624 | -100.0% | -$66.62万 | 清仓 |
| NVT | NVENT ELEC PLC | $0 | 0.00% | 0 | -5,607 | -100.0% | -$66.32万 | 清仓 |
| MAT | MATTEL INC | $0 | 0.00% | 0 | -45,201 | -100.0% | -$65.68万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -6,430 | -100.0% | -$65.30万 | 清仓 |
| FWRD | FORWARD AIR CORP | $0 | 0.00% | 0 | -38,397 | -100.0% | -$64.16万 | 清仓 |
| CENX | CENTURY ALUM CO | $0 | 0.00% | 0 | -10,627 | -100.0% | -$62.37万 | 清仓 |
| TLK | TELEKOMUNIKASI IND | $0 | 0.00% | 0 | -32,458 | -100.0% | -$60.63万 | 清仓 |
| STUB | STUBHUB HLDGS INC | $0 | 0.00% | 0 | -97,135 | -100.0% | -$60.61万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -85,606 | -100.0% | -$59.50万 | 清仓 |
| GMAB | GENMAB A/S | $0 | 0.00% | 0 | -21,777 | -100.0% | -$58.43万 | 清仓 |
| SM | SM ENERGY COMPANY | $0 | 0.00% | 0 | -18,715 | -100.0% | -$58.35万 | 清仓 |
| BCE | BCE INC | $0 | 0.00% | 0 | -23,090 | -100.0% | -$58.28万 | 清仓 |
| WULF | TERAWULF INC | $0 | 0.00% | 0 | -40,372 | -100.0% | -$58.26万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -15,552 | -100.0% | -$57.99万 | 清仓 |
| OGE | OGE ENERGY CORP | $0 | 0.00% | 0 | -11,968 | -100.0% | -$57.40万 | 清仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $0 | 0.00% | 0 | -28,928 | -100.0% | -$57.13万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -2,852 | -100.0% | -$56.76万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -5,175 | -100.0% | -$56.72万 | 清仓 |