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 |
|---|---|---|---|---|---|---|---|---|
| IBOC | INTERNATIONAL BANCSHARES COR | $47.51万 | 0.05% | 6,255 | 6,255 | — | $47.51万 | 新建仓 |
| TH | TARGET HOSPITALITY CORP | $47.12万 | 0.05% | 23,145 | 23,145 | — | $47.12万 | 新建仓 |
| TIC | TIC SOLUTIONS INC | $47.04万 | 0.05% | 58,141 | 22,638 | 63.8% | $18.31万 | 加仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $47.03万 | 0.05% | 59,460 | 59,460 | — | $47.03万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $46.64万 | 0.05% | 10,177 | -4,215 | -29.3% | -$19.32万 | 重新持有 |
| BUR | BURFORD CAPITAL LIMITED | $45.58万 | 0.05% | 111,164 | 57,745 | 108.1% | $23.68万 | 加仓 |
| WCC | WESCO INTL INC | $45.49万 | 0.05% | 1,317 | 1,317 | — | $45.49万 | 新建仓 |
| MAZE | MAZE THERAPEUTICS INC | $45.34万 | 0.05% | 15,193 | 8,098 | 114.1% | $24.16万 | 加仓 |
| CTRI | CENTURI HOLDINGS INC | $45.27万 | 0.05% | 14,969 | -2,916 | -16.3% | -$8.82万 | 减仓 |
| KSS | KOHLS CORP | $45.15万 | 0.05% | 25,482 | 25,482 | — | $45.15万 | 新建仓 |
| CMPR | CIMPRESS PLC | $44.91万 | 0.05% | 4,416 | 4,416 | — | $44.91万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $44.62万 | 0.05% | 1,204 | 153 | 14.6% | $5.67万 | 加仓 |
| XRX | XEROX HOLDINGS CORP | $44.58万 | 0.05% | 142,422 | 142,422 | — | $44.58万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $44.58万 | 0.05% | 4,924 | 350 | 7.7% | $3.17万 | 重新持有 |
| ADMA | ADMA BIOLOGICS INC | $44.45万 | 0.05% | 53,105 | -8,684 | -14.1% | -$7.27万 | 减仓 |
| PJT | PJT PARTNERS INC | $44.39万 | 0.05% | 2,941 | -2,222 | -43.0% | -$33.54万 | 减仓 |
| IRON | DISC MEDICINE INC | $44.14万 | 0.05% | 6,035 | 6,035 | — | $44.14万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $43.97万 | 0.05% | 2,912 | 2,912 | — | $43.97万 | 新建仓 |
| TMUS | T-MOBILE US INC | $43.58万 | 0.05% | 2,598 | -7,501 | -74.3% | -$125.81万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $43.48万 | 0.05% | 9,220 | 4,189 | 83.3% | $19.76万 | 重新持有 |
| ESS | ESSEX PPTY TR INC | $43.42万 | 0.05% | 1,489 | 1,489 | — | $43.42万 | 新建仓 |
| QNST | QUINSTREET INC | $43.06万 | 0.05% | 29,394 | 29,394 | — | $43.06万 | 新建仓 |
| VNT | VONTIER CORPORATION | $42.90万 | 0.05% | 14,794 | 8,993 | 155.0% | $26.08万 | 加仓 |
| MBX | MBX BIOSCIENCES INC | $42.82万 | 0.05% | 7,757 | 1,294 | 20.0% | $7.14万 | 重新持有 |
| GEO | GEO GROUP INC | $42.76万 | 0.05% | 14,471 | -1,857 | -11.4% | -$5.49万 | 重新持有 |
| OPFI | OPPFI INC | $42.55万 | 0.05% | 42,853 | 27,740 | 183.6% | $27.55万 | 重新持有 |
| MKTX | MARKETAXESS HLDGS INC | $42.38万 | 0.05% | 3,734 | -1,456 | -28.1% | -$16.52万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $42.19万 | 0.05% | 10,341 | 10,341 | — | $42.19万 | 新建仓 |
| CASH | PATHWARD FINANCIAL INC | $42.19万 | 0.05% | 4,846 | 2,297 | 90.1% | $20.00万 | 加仓 |
| MGTX | MEIRAGTX HLDGS PLC | $42.14万 | 0.05% | 31,189 | 31,189 | — | $42.14万 | 新建仓 |
| WGO | WINNEBAGO INDS INC | $42.03万 | 0.05% | 13,454 | 13,454 | — | $42.03万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $41.85万 | 0.05% | 1,318 | -2,724 | -67.4% | -$86.50万 | 重新持有 |
| ABSI | ABSCI CORPORATION | $41.72万 | 0.05% | 36,000 | 3,435 | 10.5% | $3.98万 | 加仓 |
| BIO | BIO RAD LABS INC | $41.63万 | 0.05% | 1,418 | 1,418 | — | $41.63万 | 新建仓 |
| TTC | TORO CO | $41.61万 | 0.05% | 4,271 | 4,271 | — | $41.61万 | 新建仓 |
| LAUR | LAUREATE ED INC | $41.29万 | 0.04% | 11,368 | 3,864 | 51.5% | $14.03万 | 重新持有 |
| AVGO | BROADCOM INC | $41.25万 | 0.04% | 1,092 | -5,370 | -83.1% | -$202.85万 | 重新持有 |
| FXI | ISHARES TR | $41.23万 | 0.04% | 13,051 | 13,051 | — | $41.23万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $41.10万 | 0.04% | 3,127 | 3,127 | — | $41.10万 | 新建仓 |
| DV | DOUBLEVERIFY HLDGS INC | $40.92万 | 0.04% | 37,751 | 6,451 | 20.6% | $6.99万 | 加仓 |
| HLIT | HARMONIC INC | $40.69万 | 0.04% | 24,919 | -24,370 | -49.4% | -$39.80万 | 减仓 |
| CLMT | CALUMET INC | $40.56万 | 0.04% | 11,260 | 11,260 | — | $40.56万 | 新建仓 |
| EVRG | EVERGY INC | $40.55万 | 0.04% | 4,692 | -2,406 | -33.9% | -$20.80万 | 减仓 |
| MH | MCGRAW HILL INC | $40.47万 | 0.04% | 42,737 | 28,162 | 193.2% | $26.67万 | 加仓 |
| — | PROSHARES TR II | $40.36万 | 0.04% | 14,709 | 14,709 | — | $40.36万 | 新建仓 |
| REG | REGENCY CTRS CORP | $40.11万 | 0.04% | 5,030 | 5,030 | — | $40.11万 | 新建仓 |
| HEI | HEICO CORP NEW | $39.68万 | 0.04% | 1,114 | -2,734 | -71.0% | -$97.38万 | 减仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $39.55万 | 0.04% | 36,519 | 26,153 | 252.3% | $28.32万 | 重新持有 |
| VIA | VIA TRANSN INC | $39.47万 | 0.04% | 21,759 | 21,759 | — | $39.47万 | 新建仓 |
| CMI | CUMMINS INC | $39.44万 | 0.04% | 553 | 553 | — | $39.44万 | 新建仓 |
| SHOE | SHOE STA GROUP INC | $39.36万 | 0.04% | 26,539 | 26,539 | — | $39.36万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $39.20万 | 0.04% | 2,096 | -2,643 | -55.8% | -$49.43万 | 重新持有 |
| TILE | INTERFACE INC | $39.17万 | 0.04% | 10,928 | 10,928 | — | $39.17万 | 新建仓 |
| SIG | SIGNET JEWELERS LIMITED | $39.02万 | 0.04% | 4,527 | 4,527 | — | $39.02万 | 新建仓 |
| APPF | APPFOLIO INC | $38.87万 | 0.04% | 2,424 | -4,009 | -62.3% | -$64.28万 | 减仓 |
| NTGR | NETGEAR INC | $38.85万 | 0.04% | 16,638 | 16,638 | — | $38.85万 | 新建仓 |
| HCI | HCI GROUP INC | $38.82万 | 0.04% | 2,215 | 2,215 | — | $38.82万 | 新建仓 |
| MYE | MYERS INDS INC | $38.67万 | 0.04% | 10,951 | 10,951 | — | $38.67万 | 新建仓 |
| GLOB | GLOBANT S A | $38.36万 | 0.04% | 13,255 | 13,255 | — | $38.36万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $38.17万 | 0.04% | 7,570 | -30,377 | -80.1% | -$153.16万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $37.85万 | 0.04% | 3,066 | 3,066 | — | $37.85万 | 新建仓 |
| BZ | KANZHUN LIMITED | $37.78万 | 0.04% | 29,357 | 29,357 | — | $37.78万 | 新建仓 |
| EVR | EVERCORE INC | $37.32万 | 0.04% | 1,093 | -6,433 | -85.5% | -$219.65万 | 减仓 |
| KVYO | KLAVIYO INC | $37.06万 | 0.04% | 24,541 | 24,541 | — | $37.06万 | 新建仓 |
| WVE | WAVE LIFE SCIENCES LTD | $36.69万 | 0.04% | 63,152 | 47,407 | 301.1% | $27.54万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $36.66万 | 0.04% | 3,397 | -8,065 | -70.4% | -$87.05万 | 减仓 |
| EXP | EAGLE MATLS INC | $36.65万 | 0.04% | 1,629 | 1,629 | — | $36.65万 | 新建仓 |
| ASAN | ASANA INC | $36.38万 | 0.04% | 51,975 | -6,723 | -11.5% | -$4.71万 | 减仓 |
| — | PROSHARES TR | $36.09万 | 0.04% | 12,432 | 12,432 | — | $36.09万 | 新建仓 |
| RZLV | REZOLVE AI PLC | $36.03万 | 0.04% | 114,370 | 63,318 | 124.0% | $19.95万 | 加仓 |
| APPN | APPIAN CORP | $35.99万 | 0.04% | 15,715 | 4,761 | 43.5% | $10.90万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $35.97万 | 0.04% | 1,697 | -853 | -33.5% | -$18.08万 | 重新持有 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $35.72万 | 0.04% | 7,546 | -12,965 | -63.2% | -$61.36万 | 重新持有 |
| RELY | REMITLY GLOBAL INC | $35.70万 | 0.04% | 15,932 | -4,252 | -21.1% | -$9.53万 | 重新持有 |
| CLFD | CLEARFIELD INC | $35.46万 | 0.04% | 8,913 | 8,913 | — | $35.46万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $35.43万 | 0.04% | 905 | 162 | 21.8% | $6.34万 | 加仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $35.37万 | 0.04% | 54,161 | 38,222 | 239.8% | $24.96万 | 加仓 |
| LKFN | LAKELAND FINL CORP | $35.10万 | 0.04% | 5,687 | 5,687 | — | $35.10万 | 新建仓 |
| SLDE | SLIDE INS HLDGS INC | $34.91万 | 0.04% | 18,021 | -13,855 | -43.5% | -$26.84万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $34.91万 | 0.04% | 9,493 | 9,493 | — | $34.91万 | 新建仓 |
| CRSR | CORSAIR GAMING INC | $34.64万 | 0.04% | 35,826 | -2,379 | -6.2% | -$2.30万 | 减仓 |
| GTLB | GITLAB INC | $34.00万 | 0.04% | 11,136 | 1,948 | 21.2% | $5.95万 | 重新持有 |
| WNC | WABASH NATL CORP | $33.72万 | 0.04% | 24,976 | 5,020 | 25.2% | $6.78万 | 重新持有 |
| GEF | GREIF INC | $33.42万 | 0.04% | 4,487 | 789 | 21.3% | $5.88万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $33.40万 | 0.04% | 18,628 | -73,394 | -79.8% | -$131.60万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $33.21万 | 0.04% | 18,530 | -25,986 | -58.4% | -$46.57万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $33.12万 | 0.04% | 10,538 | -7,954 | -43.0% | -$25.00万 | 减仓 |
| SBIL | SIMPLIFY EXCHANGE TRADED FUN | $33.06万 | 0.04% | 3,304 | 3,304 | — | $33.06万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $33.01万 | 0.04% | 1,214 | -2,697 | -69.0% | -$73.34万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $32.60万 | 0.04% | 1,332 | 1,332 | — | $32.60万 | 新建仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $32.55万 | 0.04% | 1,118 | 1,118 | — | $32.55万 | 新建仓 |
| BL | BLACKLINE INC | $32.52万 | 0.04% | 11,584 | 11,584 | — | $32.52万 | 新建仓 |
| KOPN | KOPIN CORP | $32.50万 | 0.04% | 72,550 | 72,550 | — | $32.50万 | 新建仓 |
| GPOR | GULFPORT ENERGY CORP | $32.46万 | 0.04% | 1,913 | 1,913 | — | $32.46万 | 新建仓 |
| CADL | CANDEL THERAPEUTICS INC | $32.40万 | 0.04% | 31,460 | 10,596 | 50.8% | $10.91万 | 加仓 |
| WTI | W & T OFFSHORE INC | $32.39万 | 0.04% | 102,822 | 39,213 | 61.6% | $12.35万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $31.99万 | 0.03% | 6,415 | 6,415 | — | $31.99万 | 新建仓 |
| AVTR | AVANTOR INC | $31.93万 | 0.03% | 32,254 | -128,641 | -80.0% | -$127.35万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $31.84万 | 0.03% | 11,273 | 11,273 | — | $31.84万 | 新建仓 |
| MAX | MEDIAALPHA INC | $31.57万 | 0.03% | 25,117 | 25,117 | — | $31.57万 | 新建仓 |