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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -273,177 | -100.0% | -$9,229.01万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -1,141,980 | -100.0% | -$6,971.79万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -97,378 | -100.0% | -$6,843.34万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -266,713 | -100.0% | -$6,768.91万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -189,398 | -100.0% | -$5,614.89万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -442,266 | -100.0% | -$5,430.14万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -55,162 | -100.0% | -$5,304.98万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -322,413 | -100.0% | -$4,743.02万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -152,949 | -100.0% | -$4,626.40万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -1,140,979 | -100.0% | -$4,009.40万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -138,156 | -100.0% | -$3,972.81万 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -589,953 | -100.0% | -$3,922.01万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -262,730 | -100.0% | -$3,558.94万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -537,900 | -100.0% | -$3,556.06万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -118,349 | -100.0% | -$3,481.35万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -207,527 | -100.0% | -$3,393.48万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -124,661 | -100.0% | -$3,371.96万 | 清仓 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | -205,100 | -100.0% | -$3,318.11万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -263,975 | -100.0% | -$2,993.74万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -74,119 | -100.0% | -$2,651.01万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -1,377,163 | -100.0% | -$2,155.26万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -66,753 | -100.0% | -$1,876.23万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -126,356 | -100.0% | -$1,835.83万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -250,977 | -100.0% | -$1,738.77万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -109,877 | -100.0% | -$1,708.81万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -28,206 | -100.0% | -$1,704.74万 | 清仓 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | -54,206 | -100.0% | -$1,618.10万 | 清仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -1,075,323 | -100.0% | -$1,554.92万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -213,931 | -100.0% | -$1,548.00万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -142,794 | -100.0% | -$1,450.07万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -137,776 | -100.0% | -$1,427.77万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -104,441 | -100.0% | -$1,287.34万 | 清仓 |
| IREN | IREN LIMITED | $0 | 0.00% | 0 | -318,123 | -100.0% | -$1,090.53万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -31,189 | -100.0% | -$1,070.47万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -36,238 | -100.0% | -$1,070.29万 | 清仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $0 | 0.00% | 0 | -115,451 | -100.0% | -$1,065.27万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -113,573 | -100.0% | -$1,023.75万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -23,435 | -100.0% | -$1,017.01万 | 清仓 |
| NI | NISOURCE INC | $0 | 0.00% | 0 | -207,788 | -100.0% | -$969.54万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -12,885 | -100.0% | -$951.31万 | 清仓 |
| AGCO | AGCO CORP | $0 | 0.00% | 0 | -79,994 | -100.0% | -$926.89万 | 清仓 |
| AAP | ADVANCE AUTO PARTS INC | $0 | 0.00% | 0 | -172,786 | -100.0% | -$911.45万 | 清仓 |
| ALLY | ALLY FINL INC | $0 | 0.00% | 0 | -230,009 | -100.0% | -$902.33万 | 清仓 |
| FNF | FIDELITY NATL FINL INC | $0 | 0.00% | 0 | -191,715 | -100.0% | -$889.17万 | 清仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $0 | 0.00% | 0 | -77,322 | -100.0% | -$868.25万 | 清仓 |
| MC | MOELIS & CO | $0 | 0.00% | 0 | -150,826 | -100.0% | -$859.71万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -72,126 | -100.0% | -$851.45万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -50,653 | -100.0% | -$831.37万 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -50,710 | -100.0% | -$828.35万 | 清仓 |
| CGNX | COGNEX CORP | $0 | 0.00% | 0 | -165,372 | -100.0% | -$810.16万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -42,994 | -100.0% | -$784.34万 | 清仓 |
| LAZ | LAZARD INC | $0 | 0.00% | 0 | -181,477 | -100.0% | -$770.91万 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -214,129 | -100.0% | -$759.52万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -25,881 | -100.0% | -$719.16万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -13,534 | -100.0% | -$705.83万 | 清仓 |
| BNTX | BIONTECH SE | $0 | 0.00% | 0 | -76,027 | -100.0% | -$675.73万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -157,782 | -100.0% | -$671.52万 | 清仓 |
| NEOG | NEOGEN CORP | $0 | 0.00% | 0 | -690,209 | -100.0% | -$641.20万 | 清仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -68,213 | -100.0% | -$634.93万 | 清仓 |
| TXG | 10X GENOMICS INC | $0 | 0.00% | 0 | -298,230 | -100.0% | -$633.14万 | 清仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $0 | 0.00% | 0 | -123,806 | -100.0% | -$632.03万 | 清仓 |
| RBC | RBC BEARINGS INC | $0 | 0.00% | 0 | -11,248 | -100.0% | -$610.90万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -28,393 | -100.0% | -$587.03万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -50,938 | -100.0% | -$584.87万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | -2,983 | -100.0% | -$562.19万 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $0 | 0.00% | 0 | -60,666 | -100.0% | -$550.06万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -69,859 | -100.0% | -$540.71万 | 清仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $0 | 0.00% | 0 | -143,932 | -100.0% | -$529.81万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -145,099 | -100.0% | -$515.10万 | 清仓 |
| VSAT | VIASAT INC | $0 | 0.00% | 0 | -108,101 | -100.0% | -$495.10万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -71,414 | -100.0% | -$466.33万 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -76,373 | -100.0% | -$462.90万 | 清仓 |
| CE | CELANESE CORP DEL | $0 | 0.00% | 0 | -67,516 | -100.0% | -$444.05万 | 清仓 |
| JBTM | JBT MAREL CORPORATION | $0 | 0.00% | 0 | -34,283 | -100.0% | -$438.38万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -81,620 | -100.0% | -$434.22万 | 清仓 |
| AVT | AVNET INC | $0 | 0.00% | 0 | -68,167 | -100.0% | -$420.05万 | 清仓 |
| VISN | VISTANCE NETWORKS INC | $0 | 0.00% | 0 | -228,226 | -100.0% | -$415.37万 | 清仓 |
| CALY | CALLAWAY GOLF CO | $0 | 0.00% | 0 | -296,279 | -100.0% | -$411.24万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -14,306 | -100.0% | -$399.50万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -17,133 | -100.0% | -$387.26万 | 清仓 |
| SKYW | SKYWEST INC | $0 | 0.00% | 0 | -41,681 | -100.0% | -$382.76万 | 清仓 |
| MWA | MUELLER WTR PRODS INC | $0 | 0.00% | 0 | -136,720 | -100.0% | -$375.84万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -91,191 | -100.0% | -$345.07万 | 清仓 |
| ABCB | AMERIS BANCORP | $0 | 0.00% | 0 | -43,952 | -100.0% | -$342.78万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -48,208 | -100.0% | -$341.55万 | 清仓 |
| GT | GOODYEAR TIRE & RUBR CO | $0 | 0.00% | 0 | -513,957 | -100.0% | -$340.75万 | 清仓 |
| JKS | JINKOSOLAR HLDG CO LTD | $0 | 0.00% | 0 | -129,653 | -100.0% | -$329.45万 | 清仓 |
| RNST | RENASANT CORP | $0 | 0.00% | 0 | -87,433 | -100.0% | -$315.90万 | 清仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -267,962 | -100.0% | -$297.71万 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -32,926 | -100.0% | -$295.77万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -24,500 | -100.0% | -$290.89万 | 清仓 |
| STAA | STAAR SURGICAL CO | $0 | 0.00% | 0 | -151,324 | -100.0% | -$282.98万 | 清仓 |
| BCE | BCE INC | $0 | 0.00% | 0 | -110,167 | -100.0% | -$278.06万 | 清仓 |
| DQ | DAQO NEW ENERGY CORP | $0 | 0.00% | 0 | -128,792 | -100.0% | -$273.94万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -16,500 | -100.0% | -$271.54万 | 清仓 |
| BRC | BRADY CORP | $0 | 0.00% | 0 | -32,093 | -100.0% | -$260.72万 | 清仓 |
| — | ENVIRI CORP | $0 | 0.00% | 0 | -132,375 | -100.0% | -$259.72万 | 清仓 |
| UMBF | UMB FINL CORP | $0 | 0.00% | 0 | -22,932 | -100.0% | -$258.65万 | 清仓 |
| BGS | B & G FOODS INC | $0 | 0.00% | 0 | -510,184 | -100.0% | -$245.40万 | 清仓 |
| PATK | PATRICK INDS INC | $0 | 0.00% | 0 | -21,760 | -100.0% | -$241.69万 | 清仓 |