Susquehanna Portfolio Strategies, LLC
Bala Cynwyd PA · SEC CIK 0001996449
$62.74亿2026Q2 申报市值
833持仓数
12.8%前十大占比 · 第一大 2.3%
111 / 266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
ABBV 重新持有+$7,875.83万
TMUS 新建仓+$6,649.22万
HUM 加仓+$6,126.84万
CL 新建仓+$6,049.56万
APD 新建仓+$5,430.49万
2026Q2 卖出最多 按季末市值估算
MU 清仓-$9,229.01万
MRK 减仓-$8,921.51万
BKR 清仓-$6,971.79万
LITE 清仓-$6,843.34万
AAPL 清仓-$6,768.91万
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 |
|---|---|---|---|---|---|---|---|---|
| DTIL | PRECISION BIOSCIENCES INC | $19.19万 | 0.00% | 24,409 | 24,409 | — | $19.19万 | 新建仓 |
| IHS | IHS HOLDING LIMITED | $19.20万 | 0.00% | 23,306 | -117,306 | -83.4% | -$96.66万 | 减仓 |
| — | CHARGEPOINT HOLDINGS INC | $19.62万 | 0.00% | 33,202 | -57,719 | -63.5% | -$34.11万 | 减仓 |
| — | PROKIDNEY CORP | $19.87万 | 0.00% | 97,378 | 0 | 0.0% | — | 不变 |
| FLXS | FLEXSTEEL INDS INC | $20.11万 | 0.00% | 2,700 | 2,700 | — | $20.11万 | 新建仓 |
| LINC | LINCOLN EDL SVCS CORP | $20.27万 | 0.00% | 4,063 | 4,063 | — | $20.27万 | 新建仓 |
| CIVB | CIVISTA BANCSHARES INC | $20.68万 | 0.00% | 7,328 | 7,328 | — | $20.68万 | 新建仓 |
| NBBK | NB BANCORP INC | $20.70万 | 0.00% | 9,797 | -15,573 | -61.4% | -$32.91万 | 减仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $20.73万 | 0.00% | 2,563 | -10,809 | -80.8% | -$87.43万 | 减仓 |
| NVRI | ENVIRI CORP | $20.79万 | 0.00% | 9,471 | 9,471 | — | $20.79万 | 新建仓 |
| MBX | MBX BIOSCIENCES INC | $20.98万 | 0.00% | 3,800 | 3,800 | — | $20.98万 | 新建仓 |
| CMRE | COSTAMARE INC | $21.04万 | 0.00% | 15,008 | 0 | 0.0% | — | 不变 |
| BFC | BANK FIRST CORP | $21.08万 | 0.00% | 1,421 | -1,836 | -56.4% | -$27.24万 | 减仓 |
| ONEW | ONEWATER MARINE INC | $21.33万 | 0.00% | 18,925 | -7,655 | -28.8% | -$8.63万 | 减仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $21.60万 | 0.00% | 3,420 | -300 | -8.1% | -$1.90万 | 重新持有 |
| HSY | HERSHEY CO | $21.88万 | 0.00% | 1,247 | -112,282 | -98.9% | -$1,969.99万 | 减仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $21.95万 | 0.00% | 2,800 | 2,800 | — | $21.95万 | 新建仓 |
| PTLO | PORTILLOS INC | $22.17万 | 0.00% | 46,773 | 21,739 | 86.8% | $10.30万 | 加仓 |
| CMBT | CMB.TECH NV | $22.28万 | 0.00% | 15,926 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $22.43万 | 0.00% | 29,669 | -1,216,541 | -97.6% | -$919.71万 | 减仓 |
| NNI | NELNET INC | $22.67万 | 0.00% | 1,700 | -2,284 | -57.3% | -$30.45万 | 减仓 |
| MEI | METHODE ELECTRS INC | $23.03万 | 0.00% | 12,140 | -5,358 | -30.6% | -$10.16万 | 减仓 |
| AGX | ARGAN INC | $23.16万 | 0.00% | 290 | 290 | — | $23.16万 | 新建仓 |
| SMBK | SMARTFINANCIAL INC | $23.17万 | 0.00% | 4,938 | -4,607 | -48.3% | -$21.62万 | 减仓 |
| NATR | NATURES SUNSHINE PRODS INC | $23.80万 | 0.00% | 10,918 | -2,207 | -16.8% | -$4.81万 | 减仓 |
| LAB | STANDARD BIOTOOLS INC | $23.98万 | 0.00% | 291,513 | 291,513 | — | $23.98万 | 新建仓 |
| CMP | COMPASS MINERALS INTL INC | $24.34万 | 0.00% | 7,819 | -33,259 | -81.0% | -$103.54万 | 减仓 |
| BNED | BARNES & NOBLE ED INC | $24.36万 | 0.00% | 19,397 | 19,397 | — | $24.36万 | 新建仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $24.39万 | 0.00% | 46,986 | 1,000 | 2.2% | $5,190 | 加仓 |
| RYZ | RYERSON HLDG CORP | $24.77万 | 0.00% | 10,066 | 0 | 0.0% | — | 不变 |
| HTZ | HERTZ GLOBAL HLDGS INC | $24.97万 | 0.00% | 110,246 | 0 | 0.0% | — | 不变 |
| LYEL | LYELL IMMUNOPHARMA INC | $25.11万 | 0.00% | 17,875 | -2,925 | -14.1% | -$4.11万 | 减仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $25.14万 | 0.00% | 17,243 | 17,243 | — | $25.14万 | 新建仓 |
| — | WHITESTONE REIT | $25.36万 | 0.00% | 13,377 | -24,772 | -64.9% | -$46.97万 | 减仓 |
| BMRC | BANK OF MARIN BANCORP | $25.77万 | 0.00% | 9,303 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $25.77万 | 0.00% | 900 | -5,169 | -85.2% | -$148.02万 | 减仓 |
| DDL | DINGDONG CAYMAN LTD | $26.03万 | 0.00% | 134,863 | -213,681 | -61.3% | -$41.24万 | 减仓 |
| WLKP | WESTLAKE CHEM PARTNERS LP | $26.24万 | 0.00% | 11,787 | 0 | 0.0% | — | 不变 |
| UVE | UNIVERSAL INS HLDGS INC | $26.95万 | 0.00% | 6,516 | -11,812 | -64.4% | -$48.85万 | 减仓 |
| BOC | BOSTON OMAHA CORP | $27.08万 | 0.00% | 19,857 | -5,111 | -20.5% | -$6.97万 | 减仓 |
| — | BETTERWARE DE MEXC S A P I D | $27.12万 | 0.00% | 15,073 | -800 | -5.0% | -$1.44万 | 减仓 |
| — | SMITH DOUGLAS HOMES CORP | $27.18万 | 0.00% | 17,488 | 17,488 | — | $27.18万 | 新建仓 |
| IR | INGERSOLL RAND INC | $27.60万 | 0.00% | 3,366 | -25,972 | -88.5% | -$212.94万 | 减仓 |
| RCKY | ROCKY BRANDS INC | $27.82万 | 0.00% | 6,746 | -2,118 | -23.9% | -$8.73万 | 减仓 |
| EVGO | EVGO INC | $27.87万 | 0.00% | 145,934 | 114,341 | 361.9% | $21.84万 | 重新持有 |
| — | CARIBOU BIOSCIENCES INC | $27.91万 | 0.00% | 158,597 | 158,597 | — | $27.91万 | 新建仓 |
| NRP | NATURAL RESOURCE PARTNERS LP | $28.13万 | 0.00% | 2,900 | -300 | -9.4% | -$2.91万 | 减仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $28.34万 | 0.00% | 71,919 | 61,787 | 609.8% | $24.34万 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $28.71万 | 0.00% | 8,775 | -110,451 | -92.6% | -$361.40万 | 减仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $28.86万 | 0.00% | 62,073 | 6,586 | 11.9% | $3.06万 | 加仓 |
| RNG | RINGCENTRAL INC | $29.44万 | 0.00% | 7,552 | -69,351 | -90.2% | -$270.33万 | 重新持有 |
| MSBI | MIDLAND STATES BANCORP INC | $29.81万 | 0.00% | 9,573 | 0 | 0.0% | — | 不变 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $30.18万 | 0.00% | 6,880 | -2,380 | -25.7% | -$10.44万 | 减仓 |
| CYD | CHINA YUCHAI INTL LTD | $30.19万 | 0.00% | 6,368 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $30.37万 | 0.00% | 105,098 | -157,764 | -60.0% | -$45.59万 | 减仓 |
| JJSF | J & J SNACK FOODS CORP | $30.85万 | 0.00% | 4,200 | -11,351 | -73.0% | -$83.37万 | 减仓 |
| AMCX | AMC GLOBAL MEDIA INC | $30.96万 | 0.00% | 31,025 | -70,239 | -69.4% | -$70.10万 | 减仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $30.99万 | 0.00% | 7,401 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $31.20万 | 0.00% | 3,935 | -92,025 | -95.9% | -$729.67万 | 减仓 |
| FULC | FULCRUM THERAPEUTICS INC | $31.32万 | 0.00% | 85,580 | 66,259 | 342.9% | $24.25万 | 加仓 |
| ALT | ALTIMMUNE INC | $31.43万 | 0.01% | 103,374 | -31,796 | -23.5% | -$9.67万 | 重新持有 |
| LEGH | LEGACY HOUSING CORP | $32.06万 | 0.01% | 12,204 | 319 | 2.7% | $8,380 | 加仓 |
| MBWM | MERCANTILE BK CORP | $32.10万 | 0.01% | 5,590 | -3,221 | -36.6% | -$18.49万 | 减仓 |
| RERE | ATRENEW INC | $32.60万 | 0.01% | 84,227 | -10,424 | -11.0% | -$4.03万 | 减仓 |
| GEL | GENESIS ENERGY L P | $32.62万 | 0.01% | 23,019 | 23,019 | — | $32.62万 | 新建仓 |
| ANAB | ANAPTYSBIO INC | $32.95万 | 0.01% | 4,882 | -31,066 | -86.4% | -$209.70万 | 减仓 |
| — | HEALTH CATALYST INC | $33.52万 | 0.01% | 168,443 | 39,391 | 30.5% | $7.84万 | 加仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $33.59万 | 0.01% | 9,670 | -2,582 | -21.1% | -$8.97万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $34.43万 | 0.01% | 5,967 | -14,968 | -71.5% | -$86.37万 | 重新持有 |
| — | BAKKT INC | $34.48万 | 0.01% | 44,148 | 0 | 0.0% | — | 不变 |
| VLGEA | VILLAGE SUPER MKT INC | $34.49万 | 0.01% | 8,177 | 396 | 5.1% | $1.67万 | 加仓 |
| — | TREACE MED CONCEPTS INC | $34.97万 | 0.01% | 87,862 | -49,273 | -35.9% | -$19.61万 | 减仓 |
| SB | SAFE BULKERS INC | $35.15万 | 0.01% | 55,700 | 0 | 0.0% | — | 不变 |
| ZIP | ZIPRECRUITER INC | $35.28万 | 0.01% | 94,085 | -32,862 | -25.9% | -$12.32万 | 减仓 |
| NPCE | NEUROPACE INC | $35.40万 | 0.01% | 22,279 | 22,279 | — | $35.40万 | 新建仓 |
| NKTX | NKARTA INC | $35.75万 | 0.01% | 126,339 | 64,405 | 104.0% | $18.23万 | 加仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $35.78万 | 0.01% | 8,762 | -2,100 | -19.3% | -$8.57万 | 减仓 |
| MMI | MARCUS & MILLICHAP INC | $35.83万 | 0.01% | 11,495 | -5,553 | -32.6% | -$17.31万 | 减仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $35.92万 | 0.01% | 50,955 | 21,077 | 70.5% | $14.86万 | 重新持有 |
| COCO | VITA COCO CO INC | $35.93万 | 0.01% | 5,432 | 0 | 0.0% | — | 不变 |
| UNTY | UNITY BANCORP INC | $35.98万 | 0.01% | 6,130 | -600 | -8.9% | -$3.52万 | 减仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $36.12万 | 0.01% | 8,372 | 8,372 | — | $36.12万 | 新建仓 |
| BH | BIGLARI HLDGS INC | $36.34万 | 0.01% | 853 | -794 | -48.2% | -$33.83万 | 重新持有 |
| ASC | ARDMORE SHIPPING CORP | $36.59万 | 0.01% | 26,118 | -3,542 | -11.9% | -$4.96万 | 重新持有 |
| NTST | NETSTREIT CORP | $36.64万 | 0.01% | 17,342 | -152,767 | -89.8% | -$322.80万 | 减仓 |
| DJCO | DAILY JOURNAL CORP | $36.79万 | 0.01% | 612 | -100 | -14.0% | -$6.01万 | 减仓 |
| LPG | DORIAN LPG LTD | $36.93万 | 0.01% | 10,619 | 10,619 | — | $36.93万 | 新建仓 |
| ALB | ALBEMARLE CORP | $37.05万 | 0.01% | 2,744 | -117,226 | -97.7% | -$1,582.90万 | 减仓 |
| SMP | STANDARD MTR PRODS INC | $37.25万 | 0.01% | 9,559 | -12,681 | -57.0% | -$49.42万 | 减仓 |
| IPAR | INTERPARFUMS INC | $37.95万 | 0.01% | 3,393 | -15,459 | -82.0% | -$172.92万 | 减仓 |
| NTNX | NUTANIX INC | $38.09万 | 0.01% | 7,474 | 7,474 | — | $38.09万 | 新建仓 |
| — | NATHANS FAMOUS INC | $38.61万 | 0.01% | 3,800 | -200 | -5.0% | -$2.03万 | 减仓 |
| SVRA | SAVARA INC | $38.86万 | 0.01% | 63,078 | 3,104 | 5.2% | $1.91万 | 加仓 |
| ESTC | ELASTIC N V | $39.27万 | 0.01% | 6,887 | 6,887 | — | $39.27万 | 新建仓 |
| UNF | UNIFIRST CORP MASS | $39.40万 | 0.01% | 1,490 | 0 | 0.0% | — | 不变 |
| OMER | OMEROS CORP | $39.71万 | 0.01% | 41,755 | -51,004 | -55.0% | -$48.50万 | 减仓 |
| BFS | SAUL CTRS INC | $39.78万 | 0.01% | 10,639 | 3,922 | 58.4% | $14.66万 | 加仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $39.83万 | 0.01% | 54,113 | 54,113 | — | $39.83万 | 新建仓 |
| ERAS | ERASCA INC | $39.91万 | 0.01% | 21,787 | -37,300 | -63.1% | -$68.33万 | 减仓 |
| — | KRONOS WORLDWIDE INC | $40.03万 | 0.01% | 63,233 | 2,502 | 4.1% | $1.58万 | 加仓 |