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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| USPH | U S PHYSICAL THERAPY | $0 | 0.00% | 0 | -31,550 | -100.0% | -$236.50万 | 清仓 |
| BCPC | BALCHEM CORP | $0 | 0.00% | 0 | -13,623 | -100.0% | -$230.88万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -8,018 | -100.0% | -$229.90万 | 清仓 |
| JOBY | JOBY AVIATION INC | $0 | 0.00% | 0 | -271,095 | -100.0% | -$223.92万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -34,473 | -100.0% | -$223.87万 | 清仓 |
| CR | CRANE COMPANY | $0 | 0.00% | 0 | -13,084 | -100.0% | -$223.74万 | 清仓 |
| FLNC | FLUENCE ENERGY INC | $0 | 0.00% | 0 | -161,213 | -100.0% | -$221.83万 | 清仓 |
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | -42,202 | -100.0% | -$217.23万 | 清仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $0 | 0.00% | 0 | -78,092 | -100.0% | -$211.55万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -10,400 | -100.0% | -$211.10万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -5,585 | -100.0% | -$199.90万 | 清仓 |
| SLAB | SILICON LABORATORIES INC | $0 | 0.00% | 0 | -9,499 | -100.0% | -$197.72万 | 清仓 |
| CAR | AVIS BUDGET GROUP INC | $0 | 0.00% | 0 | -13,230 | -100.0% | -$192.96万 | 清仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $0 | 0.00% | 0 | -35,357 | -100.0% | -$192.41万 | 清仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $0 | 0.00% | 0 | -16,243 | -100.0% | -$190.69万 | 清仓 |
| AORT | ARTIVION INC | $0 | 0.00% | 0 | -51,879 | -100.0% | -$189.98万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -9,931 | -100.0% | -$189.22万 | 清仓 |
| AZTA | AZENTA INC | $0 | 0.00% | 0 | -85,707 | -100.0% | -$181.10万 | 清仓 |
| — | LEGGETT & PLATT INC | $0 | 0.00% | 0 | -174,895 | -100.0% | -$172.80万 | 清仓 |
| HLF | HERBALIFE LTD | $0 | 0.00% | 0 | -117,370 | -100.0% | -$172.77万 | 清仓 |
| ARLO | ARLO TECHNOLOGIES INC | $0 | 0.00% | 0 | -120,988 | -100.0% | -$172.17万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -5,186 | -100.0% | -$169.62万 | 清仓 |
| WDFC | WD 40 CO | $0 | 0.00% | 0 | -8,299 | -100.0% | -$169.25万 | 清仓 |
| HBM | HUDBAY MINERALS INC | $0 | 0.00% | 0 | -80,300 | -100.0% | -$167.83万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -18,200 | -100.0% | -$167.57万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -5,005 | -100.0% | -$165.60万 | 清仓 |
| MYGN | MYRIAD GENETICS INC | $0 | 0.00% | 0 | -364,154 | -100.0% | -$163.87万 | 清仓 |
| FWRD | FORWARD AIR CORP | $0 | 0.00% | 0 | -95,601 | -100.0% | -$159.75万 | 清仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $0 | 0.00% | 0 | -8,418 | -100.0% | -$158.26万 | 清仓 |
| DK | DELEK US HLDGS INC NEW | $0 | 0.00% | 0 | -34,750 | -100.0% | -$156.62万 | 清仓 |
| TILE | INTERFACE INC | $0 | 0.00% | 0 | -61,072 | -100.0% | -$152.19万 | 清仓 |
| PARR | PAR PAC HOLDINGS INC | $0 | 0.00% | 0 | -23,900 | -100.0% | -$149.71万 | 清仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $0 | 0.00% | 0 | -66,647 | -100.0% | -$147.69万 | 清仓 |
| TREE | LENDINGTREE INC | $0 | 0.00% | 0 | -33,227 | -100.0% | -$142.48万 | 清仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $0 | 0.00% | 0 | -21,153 | -100.0% | -$142.34万 | 清仓 |
| PD | PAGERDUTY INC | $0 | 0.00% | 0 | -221,647 | -100.0% | -$137.64万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -57,100 | -100.0% | -$135.96万 | 清仓 |
| JBLU | JETBLUE AIRWAYS CORP | $0 | 0.00% | 0 | -301,008 | -100.0% | -$133.05万 | 清仓 |
| STEP | STEPSTONE GROUP INC | $0 | 0.00% | 0 | -27,530 | -100.0% | -$131.37万 | 清仓 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | -17,479 | -100.0% | -$127.16万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -57,379 | -100.0% | -$123.02万 | 清仓 |
| GEF | GREIF INC | $0 | 0.00% | 0 | -17,986 | -100.0% | -$120.63万 | 清仓 |
| — | GREAT LAKES DREDGE & DOCK CO | $0 | 0.00% | 0 | -70,586 | -100.0% | -$120.00万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -39,000 | -100.0% | -$119.03万 | 清仓 |
| GXO | GXO LOGISTICS INCORPORATED | $0 | 0.00% | 0 | -22,556 | -100.0% | -$116.95万 | 清仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $0 | 0.00% | 0 | -21,483 | -100.0% | -$116.24万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -24,065 | -100.0% | -$116.14万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -16,540 | -100.0% | -$110.93万 | 清仓 |
| GDOT | GREEN DOT CORP | $0 | 0.00% | 0 | -97,719 | -100.0% | -$109.64万 | 清仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -122,464 | -100.0% | -$107.40万 | 清仓 |
| NMIH | NMI HLDGS INC | $0 | 0.00% | 0 | -28,318 | -100.0% | -$106.22万 | 清仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $0 | 0.00% | 0 | -14,437 | -100.0% | -$105.14万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -17,933 | -100.0% | -$103.26万 | 清仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $0 | 0.00% | 0 | -142,295 | -100.0% | -$102.88万 | 清仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $0 | 0.00% | 0 | -52,571 | -100.0% | -$102.83万 | 清仓 |
| RRR | RED ROCK RESORTS INC | $0 | 0.00% | 0 | -19,002 | -100.0% | -$101.39万 | 清仓 |
| CUBI | CUSTOMERS BANCORP INC | $0 | 0.00% | 0 | -14,403 | -100.0% | -$99.97万 | 清仓 |
| CASH | PATHWARD FINANCIAL INC | $0 | 0.00% | 0 | -11,050 | -100.0% | -$98.60万 | 清仓 |
| LOB | LIVE OAK BANCSHARES INC | $0 | 0.00% | 0 | -29,767 | -100.0% | -$98.44万 | 清仓 |
| AVO | MISSION PRODUCE INC | $0 | 0.00% | 0 | -67,946 | -100.0% | -$93.49万 | 清仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $0 | 0.00% | 0 | -63,167 | -100.0% | -$91.78万 | 清仓 |
| NBTB | NBT BANCORP INC | $0 | 0.00% | 0 | -21,361 | -100.0% | -$90.96万 | 清仓 |
| CSIQ | CANADIAN SOLAR INC | $0 | 0.00% | 0 | -64,807 | -100.0% | -$89.76万 | 清仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $0 | 0.00% | 0 | -4,424 | -100.0% | -$86.45万 | 清仓 |
| EMBC | EMBECTA CORP | $0 | 0.00% | 0 | -97,141 | -100.0% | -$85.87万 | 清仓 |
| ESAB | ESAB CORPORATION | $0 | 0.00% | 0 | -8,614 | -100.0% | -$83.26万 | 清仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $0 | 0.00% | 0 | -15,692 | -100.0% | -$82.70万 | 清仓 |