Summa Corp.
TOMBALL TX · SEC CIK 0001954929
$3.19亿2026Q2 申报市值
83持仓数
77.5%前十大占比 · 第一大 37.1%
7 / 7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
MRVL 加仓+$238.31万
IWF 加仓+$159.29万
GINN 加仓+$154.52万
IWD 加仓+$130.60万
IDV 加仓+$46.45万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$899.06万
AMD 减仓-$403.44万
OPRT 减仓-$59.10万
ORCL 清仓-$45.34万
LLY 清仓-$34.22万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.18亿 | 37.06% | 590,160 | -44,933 | -7.1% | -$899.06万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $6,711.20万 | 21.06% | 115,529 | -6,945 | -5.7% | -$403.44万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,489.45万 | 4.67% | 50,000 | 8,000 | 19.0% | $238.31万 | 加仓 |
| MSFT | MICROSOFT CORP | $856.01万 | 2.69% | 22,948 | 227 | 1.0% | $8.47万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $818.91万 | 2.57% | 10,966 | -27 | -0.2% | -$2.02万 | 减仓 |
| IWF | ISHARES TR | $715.07万 | 2.24% | 57,588 | 12,828 | 28.7% | $159.29万 | 加仓 |
| QCOM | QUALCOMM INC | $646.76万 | 2.03% | 35,000 | 1,000 | 2.9% | $18.48万 | 加仓 |
| QUAL | ISHARES TR | $620.99万 | 1.95% | 28,300 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $532.43万 | 1.67% | 22,339 | 1,007 | 4.7% | $24.00万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $487.91万 | 1.53% | 7,104 | 192 | 2.8% | $13.19万 | 加仓 |
| DBEF | DBX ETF TR | $468.81万 | 1.47% | 85,816 | 7,338 | 9.4% | $40.09万 | 加仓 |
| IWD | ISHARES TR | $454.94万 | 1.43% | 18,766 | 5,387 | 40.3% | $130.60万 | 加仓 |
| GINN | GOLDMAN SACHS ETF TR | $434.42万 | 1.36% | 55,150 | 19,617 | 55.2% | $154.52万 | 加仓 |
| GOOGL | ALPHABET INC | $354.80万 | 1.11% | 9,928 | -360 | -3.5% | -$12.87万 | 减仓 |
| AAPL | APPLE INC | $348.97万 | 1.10% | 12,060 | -482 | -3.8% | -$13.95万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $268.56万 | 0.84% | 5,367 | 299 | 5.9% | $14.96万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $236.41万 | 0.74% | 33,181 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $187.10万 | 0.59% | 25,929 | -212 | -0.8% | -$1.53万 | 减仓 |
| OPRT | OPORTUN FINL CORP | $167.45万 | 0.53% | 293,266 | -103,500 | -26.1% | -$59.10万 | 减仓 |
| GOOG | ALPHABET INC | $166.28万 | 0.52% | 4,706 | -143 | -2.9% | -$5.05万 | 减仓 |
| WMT | WALMART INC | $164.65万 | 0.52% | 14,537 | -76 | -0.5% | -$8,608 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $162.37万 | 0.51% | 3,400 | -200 | -5.6% | -$9.55万 | 减仓 |
| QQQ | INVESCO QQQ TR | $143.08万 | 0.45% | 1,943 | 147 | 8.2% | $10.83万 | 加仓 |
| VLO | VALERO ENERGY CORP | $140.64万 | 0.44% | 5,400 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $139.54万 | 0.44% | 3,788 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $138.74万 | 0.44% | 4,577 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $130.76万 | 0.41% | 13,827 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $129.03万 | 0.40% | 15,714 | 1,729 | 12.4% | $14.20万 | 加仓 |
| MINT | PIMCO ETF TR | $125.48万 | 0.39% | 12,450 | 4,050 | 48.2% | $40.82万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $117.84万 | 0.37% | 3,600 | -200 | -5.3% | -$6.55万 | 减仓 |
| EMB | ISHARES TR | $117.42万 | 0.37% | 12,175 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $90.67万 | 0.28% | 18,000 | 3,200 | 21.6% | $16.12万 | 加仓 |
| — | EXXON MOBIL CORP | $90.24万 | 0.28% | 6,600 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $84.63万 | 0.27% | 8,550 | 1,500 | 21.3% | $14.85万 | 加仓 |
| IDV | ISHARES TR | $82.95万 | 0.26% | 20,022 | 11,211 | 127.2% | $46.45万 | 加仓 |
| AVGO | BROADCOM INC | $75.55万 | 0.24% | 2,000 | -474 | -19.2% | -$17.91万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $75.08万 | 0.24% | 9,500 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $73.91万 | 0.23% | 2,910 | -110 | -3.6% | -$2.79万 | 减仓 |
| IEI | ISHARES TR | $72.47万 | 0.23% | 6,170 | -2,115 | -25.5% | -$24.84万 | 减仓 |
| TIP | ISHARES TR | $70.36万 | 0.22% | 6,430 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $68.88万 | 0.22% | 5,360 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $67.24万 | 0.21% | 10,000 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $65.63万 | 0.21% | 5,500 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $65.06万 | 0.20% | 7,100 | 5 | 0.1% | $458 | 加仓 |
| O | REALTY INCOME CORP | $65.06万 | 0.20% | 10,500 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $63.21万 | 0.20% | 4,000 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $62.82万 | 0.20% | 1,253 | 253 | 25.3% | $12.68万 | 加仓 |
| IWO | ISHARES TR | $62.44万 | 0.20% | 1,585 | 342 | 27.5% | $13.47万 | 加仓 |
| ABBV | ABBVIE INC | $60.39万 | 0.19% | 2,400 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $59.60万 | 0.19% | 1,058 | 86 | 8.8% | $4.84万 | 加仓 |
| VGT | VANGUARD WORLD FD | $57.32万 | 0.18% | 4,796 | 940 | 24.4% | $11.23万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $57.27万 | 0.18% | 1,115 | -610 | -35.4% | -$31.33万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $56.98万 | 0.18% | 15,500 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $56.55万 | 0.18% | 1,120 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $55.57万 | 0.17% | 11,030 | 6,940 | 169.7% | $34.96万 | 加仓 |
| WFC | WELLS FARGO & CO | $53.72万 | 0.17% | 6,500 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $53.04万 | 0.17% | 20,000 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $52.67万 | 0.17% | 7,000 | 0 | 0.0% | — | 不变 |
| EEMA | ISHARES INC | $47.79万 | 0.15% | 4,086 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $43.99万 | 0.14% | 3,000 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $42.20万 | 0.13% | 600 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $41.25万 | 0.13% | 2,600 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $39.15万 | 0.12% | 4,079 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $37.41万 | 0.12% | 3,601 | 3,601 | — | $37.41万 | 新建仓 |
| CRM | SALESFORCE INC | $34.75万 | 0.11% | 2,218 | -353 | -13.7% | -$5.53万 | 减仓 |
| T | AT&T INC | $33.12万 | 0.10% | 16,000 | 10,000 | 166.7% | $20.70万 | 加仓 |
| V | VISA INC | $33.04万 | 0.10% | 963 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $32.68万 | 0.10% | 1,536 | 291 | 23.4% | $6.19万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $31.94万 | 0.10% | 24,000 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $31.08万 | 0.10% | 490 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $30.59万 | 0.10% | 265 | 265 | — | $30.59万 | 新建仓 |
| EWJ | ISHARES INC | $30.45万 | 0.10% | 3,265 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $28.73万 | 0.09% | 1,299 | 1,299 | — | $28.73万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $28.72万 | 0.09% | 962 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $28.30万 | 0.09% | 4,500 | 4,500 | — | $28.30万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.06万 | 0.09% | 300 | -200 | -40.0% | -$18.71万 | 减仓 |
| ASML | ASML HLDG NV | $26.46万 | 0.08% | 133 | 133 | — | $26.46万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $22.96万 | 0.07% | 2,500 | 2,500 | — | $22.96万 | 新建仓 |
| IRM | IRON MTN INC DEL | $22.74万 | 0.07% | 1,800 | 1,800 | — | $22.74万 | 新建仓 |
| CX | CEMEX SA EURO MTN BE 144A | $21.88万 | 0.07% | 18,230 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $20.59万 | 0.06% | 275 | -56 | -16.9% | -$4.19万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $20.30万 | 0.06% | 600 | -310 | -34.1% | -$10.49万 | 减仓 |
| ISTB | ISHARES TR | $20.27万 | 0.06% | 4,200 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -3,082 | -100.0% | -$45.34万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -372 | -100.0% | -$34.22万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,100 | -100.0% | -$24.86万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -2,051 | -100.0% | -$24.33万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -1,739 | -100.0% | -$20.56万 | 清仓 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | -5,764 | -100.0% | -$20.47万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -372 | -100.0% | -$20.05万 | 清仓 |