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 |
|---|---|---|---|---|---|---|---|---|
| PAYC | PAYCOM SOFTWARE INC | $145.64万 | 0.16% | 11,588 | 459 | 4.1% | $5.77万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $145.19万 | 0.16% | 49,150 | 11,473 | 30.5% | $33.89万 | 加仓 |
| ARMK | ARAMARK | $144.54万 | 0.16% | 25,403 | 5,585 | 28.2% | $31.78万 | 加仓 |
| TXN | TEXAS INSTRS INC | $144.53万 | 0.16% | 4,849 | 3,080 | 174.1% | $91.81万 | 重新持有 |
| QGEN | QIAGEN NV | $144.32万 | 0.16% | 36,910 | 13,683 | 58.9% | $53.50万 | 加仓 |
| G | GENPACT LIMITED | $143.93万 | 0.16% | 52,338 | 30,434 | 138.9% | $83.69万 | 加仓 |
| FLR | FLUOR CORP | $143.68万 | 0.16% | 27,425 | 21,380 | 353.7% | $112.01万 | 重新持有 |
| SCI | SERVICE CORP INTL | $141.37万 | 0.15% | 18,611 | 18,611 | — | $141.37万 | 新建仓 |
| CALX | CALIX INC | $141.17万 | 0.15% | 37,827 | 29,490 | 353.7% | $110.06万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $141.13万 | 0.15% | 55,149 | 30,380 | 122.7% | $77.74万 | 加仓 |
| HL | HECLA MINING COMPANY | $140.92万 | 0.15% | 91,328 | 80,405 | 736.1% | $124.06万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $140.54万 | 0.15% | 39,712 | -92,755 | -70.0% | -$328.26万 | 减仓 |
| CSGP | COSTAR GROUP INC | $140.31万 | 0.15% | 49,543 | 19,078 | 62.6% | $54.03万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $139.85万 | 0.15% | 13,379 | 13,379 | — | $139.85万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $138.94万 | 0.15% | 2,797 | 2,797 | — | $138.94万 | 新建仓 |
| UI | UBIQUITI INC | $137.99万 | 0.15% | 2,584 | 2,584 | — | $137.99万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $137.71万 | 0.15% | 4,623 | -19,773 | -81.1% | -$589.02万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $136.87万 | 0.15% | 28,628 | 28,628 | — | $136.87万 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $136.41万 | 0.15% | 93,624 | 46,356 | 98.1% | $67.54万 | 加仓 |
| GOOG | ALPHABET INC | $135.29万 | 0.15% | 3,829 | -5,418 | -58.6% | -$191.43万 | 减仓 |
| VIRT | VIRTU FINL INC | $135.19万 | 0.15% | 22,694 | 22,694 | — | $135.19万 | 新建仓 |
| EXC | EXELON CORP | $134.46万 | 0.15% | 28,841 | 28,841 | — | $134.46万 | 新建仓 |
| DOV | DOVER CORP | $134.01万 | 0.15% | 5,975 | 876 | 17.2% | $19.65万 | 重新持有 |
| HAL | HALLIBURTON CO | $133.07万 | 0.14% | 39,195 | 16,982 | 76.5% | $57.65万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $133.04万 | 0.14% | 82,687 | 39,335 | 90.7% | $63.29万 | 加仓 |
| GDDY | GODADDY INC | $132.56万 | 0.14% | 15,617 | 7,111 | 83.6% | $60.36万 | 加仓 |
| INSP | INSPIRE MED SYS INC | $132.18万 | 0.14% | 29,630 | -3,384 | -10.3% | -$15.10万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $131.07万 | 0.14% | 11,529 | -22,399 | -66.0% | -$254.65万 | 减仓 |
| UAA | UNDER ARMOUR INC | $130.95万 | 0.14% | 204,926 | 55,744 | 37.4% | $35.62万 | 加仓 |
| MIDD | MIDDLEBY CORP | $130.52万 | 0.14% | 7,588 | -935 | -11.0% | -$16.08万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $129.75万 | 0.14% | 61,462 | -27,783 | -31.1% | -$58.65万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $128.63万 | 0.14% | 12,751 | 12,751 | — | $128.63万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $128.53万 | 0.14% | 4,751 | 4,751 | — | $128.53万 | 新建仓 |
| TDC | TERADATA CORP DEL | $126.64万 | 0.14% | 36,548 | 36,548 | — | $126.64万 | 新建仓 |
| ALLE | ALLEGION PLC | $126.06万 | 0.14% | 8,973 | 1,914 | 27.1% | $26.89万 | 加仓 |
| STT | STATE STR CORP | $125.88万 | 0.14% | 7,422 | -10,499 | -58.6% | -$178.06万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $125.36万 | 0.14% | 10,074 | 10,074 | — | $125.36万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $124.15万 | 0.13% | 50,448 | 50,448 | — | $124.15万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $124.14万 | 0.13% | 7,724 | 7,724 | — | $124.14万 | 新建仓 |
| AI | C3 AI INC | $123.76万 | 0.13% | 136,155 | 47,494 | 53.6% | $43.17万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $122.34万 | 0.13% | 22,398 | -16,780 | -42.8% | -$91.65万 | 减仓 |
| ADC | AGREE RLTY CORP | $121.98万 | 0.13% | 16,105 | 16,105 | — | $121.98万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP | $121.90万 | 0.13% | 66,213 | -9,613 | -12.7% | -$17.70万 | 减仓 |
| HAYW | HAYWARD HLDGS INC | $121.25万 | 0.13% | 70,049 | -9,888 | -12.4% | -$17.12万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $121.24万 | 0.13% | 3,135 | -552 | -15.0% | -$21.35万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $120.86万 | 0.13% | 49,329 | 5,070 | 11.5% | $12.42万 | 加仓 |
| VTRS | VIATRIS INC | $120.82万 | 0.13% | 76,086 | 5,464 | 7.7% | $8.68万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $119.55万 | 0.13% | 16,487 | 16,487 | — | $119.55万 | 新建仓 |
| KMX | CARMAX INC | $117.53万 | 0.13% | 22,222 | -20,428 | -47.9% | -$108.04万 | 减仓 |
| DY | DYCOM INDS INC | $116.59万 | 0.13% | 2,306 | 1,342 | 139.2% | $67.85万 | 重新持有 |
| ERAS | ERASCA INC | $116.23万 | 0.13% | 63,443 | 42,984 | 210.1% | $78.75万 | 重新持有 |
| TE | T1 ENERGY INC | $116.17万 | 0.13% | 122,547 | -830 | -0.7% | -$7,868 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $115.58万 | 0.13% | 14,241 | 9,487 | 199.6% | $77.00万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $114.62万 | 0.12% | 8,009 | 8,009 | — | $114.62万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $112.86万 | 0.12% | 33,800 | -62,377 | -64.9% | -$208.28万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $112.70万 | 0.12% | 1,770 | 954 | 116.9% | $60.75万 | 重新持有 |
| FTNT | FORTINET INC | $112.68万 | 0.12% | 7,335 | -41,649 | -85.0% | -$639.81万 | 减仓 |
| DLTR | DOLLAR TREE INC | $111.47万 | 0.12% | 9,216 | -31,527 | -77.4% | -$381.32万 | 减仓 |
| PCAR | PACCAR INC | $110.91万 | 0.12% | 9,233 | 5,744 | 164.6% | $69.00万 | 加仓 |
| ERIE | ERIE INDTY CO | $110.84万 | 0.12% | 4,623 | 4,623 | — | $110.84万 | 新建仓 |
| OLN | OLIN CORP | $110.51万 | 0.12% | 55,759 | 16,088 | 40.6% | $31.89万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $110.12万 | 0.12% | 5,462 | 143 | 2.7% | $2.88万 | 加仓 |
| TRGP | TARGA RES CORP | $108.54万 | 0.12% | 4,048 | 2,872 | 244.2% | $77.01万 | 重新持有 |
| MCO | MOODYS CORP | $108.29万 | 0.12% | 2,391 | 1,542 | 181.6% | $69.84万 | 重新持有 |
| RIVN | RIVIAN AUTOMOTIVE INC | $107.70万 | 0.12% | 62,074 | 13,222 | 27.1% | $22.94万 | 加仓 |
| WPC | WP CAREY INC | $107.61万 | 0.12% | 15,051 | -2,642 | -14.9% | -$18.89万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $107.41万 | 0.12% | 23,949 | -17,010 | -41.5% | -$76.29万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $107.34万 | 0.12% | 2,822 | 2,822 | — | $107.34万 | 新建仓 |
| TQQQ | PROSHARES TR | $106.62万 | 0.12% | 13,163 | 13,163 | — | $106.62万 | 新建仓 |
| VVV | VALVOLINE INC | $106.56万 | 0.12% | 26,949 | 26,949 | — | $106.56万 | 新建仓 |
| COO | COOPER COS INC | $106.37万 | 0.12% | 14,833 | 14,833 | — | $106.37万 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $105.91万 | 0.12% | 37,136 | 37,136 | — | $105.91万 | 新建仓 |
| CNA | CNA FINL CORP | $105.86万 | 0.12% | 21,778 | 12,241 | 128.4% | $59.50万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $105.77万 | 0.12% | 2,547 | 589 | 30.1% | $24.46万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $105.49万 | 0.11% | 2,104 | -4,305 | -67.2% | -$215.84万 | 减仓 |
| AVY | AVERY DENNISON CORP | $105.33万 | 0.11% | 6,488 | 6,488 | — | $105.33万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $105.14万 | 0.11% | 6,554 | -2,842 | -30.2% | -$45.59万 | 减仓 |
| COUR | COURSERA INC | $105.01万 | 0.11% | 186,183 | 159,322 | 593.1% | $89.86万 | 加仓 |
| TPG | TPG INC | $104.96万 | 0.11% | 25,883 | -85,456 | -76.8% | -$346.52万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $104.95万 | 0.11% | 25,399 | 25,399 | — | $104.95万 | 新建仓 |
| XYZ | BLOCK INC | $104.01万 | 0.11% | 13,685 | 13,685 | — | $104.01万 | 新建仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $102.63万 | 0.11% | 27,656 | 27,656 | — | $102.63万 | 新建仓 |
| MGEE | MGE ENERGY INC | $102.63万 | 0.11% | 12,586 | 9,693 | 335.1% | $79.04万 | 加仓 |
| BOKF | BOK FINL CORP | $102.26万 | 0.11% | 7,363 | 3,289 | 80.7% | $45.68万 | 加仓 |
| COKE | COCA COLA CONS INC | $102.03万 | 0.11% | 5,344 | -3,562 | -40.0% | -$68.01万 | 减仓 |
| PNR | PENTAIR PLC | $101.90万 | 0.11% | 13,293 | -5,511 | -29.3% | -$42.25万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $101.81万 | 0.11% | 6,847 | 4,867 | 245.8% | $72.37万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $100.86万 | 0.11% | 3,602 | 2,236 | 163.7% | $62.61万 | 重新持有 |
| CBC | CENTRAL BANCOMPANY | $100.82万 | 0.11% | 33,186 | 33,186 | — | $100.82万 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $100.73万 | 0.11% | 18,335 | 18,335 | — | $100.73万 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $100.66万 | 0.11% | 114,978 | 80,728 | 235.7% | $70.68万 | 加仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $99.85万 | 0.11% | 37,652 | 37,652 | — | $99.85万 | 新建仓 |
| SCO | PROSHARES TR II | $99.83万 | 0.11% | 28,506 | 28,506 | — | $99.83万 | 新建仓 |
| IVZ | INVESCO LTD | $99.31万 | 0.11% | 37,631 | -20,959 | -35.8% | -$55.31万 | 减仓 |
| EMR | EMERSON ELEC CO | $99.23万 | 0.11% | 6,932 | 3,873 | 126.6% | $55.44万 | 加仓 |
| XP | XP INC | $99.07万 | 0.11% | 60,929 | 22,600 | 59.0% | $36.75万 | 加仓 |
| ASH | ASHLAND INC | $98.80万 | 0.11% | 14,994 | -542 | -3.5% | -$3.57万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $97.73万 | 0.11% | 19,434 | 14,734 | 313.5% | $74.10万 | 重新持有 |
| OZK | BANK OZK LITTLE ROCK ARK | $96.57万 | 0.11% | 18,539 | -27,054 | -59.3% | -$140.92万 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $95.91万 | 0.10% | 23,376 | 23,376 | — | $95.91万 | 新建仓 |