GAMMA Investing LLC
FOSTER CITY CA · SEC CIK 0002010235
$26.87亿2026Q2 申报市值
4,173持仓数
25.4%前十大占比 · 第一大 5.1%
139 / 131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
AAPL 加仓+$1,268.52万
NVDA 加仓+$1,171.13万
IEMG 加仓+$904.31万
AMZN 加仓+$759.64万
MSFT 加仓+$721.87万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$206.62万
HONEYWELL INTL I 重新持有-$198.01万
MCHI 减仓-$128.64万
COTERRA ENERGY I 清仓-$122.27万
HOLOGIC INC COM 清仓-$118.64万
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 |
|---|---|---|---|---|---|---|---|---|
| IGV | ISHARES TR EXPANDED TECH | $1.77万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP COM | $1.77万 | 0.00% | 204 | -311 | -60.4% | -$2.69万 | 减仓 |
| AEBI | AEBI SCHMIDT HLDG AG COM | $1.77万 | 0.00% | 1,407 | -24 | -1.7% | -$301 | 减仓 |
| EMBC | EMBECTA CORP COMMON STOCK | $1.76万 | 0.00% | 5,408 | 4,730 | 697.6% | $1.54万 | 加仓 |
| APEI | AMERICAN PUB ED INC COM | $1.76万 | 0.00% | 328 | 5 | 1.5% | $269 | 加仓 |
| CIM | CHIMERA INVT CORP COM SHS | $1.76万 | 0.00% | 1,320 | 78 | 6.3% | $1,041 | 加仓 |
| SUPV | GRUPO SUPERVIELLE S A SPONSORED ADR | $1.76万 | 0.00% | 1,820 | -217 | -10.7% | -$2,096 | 减仓 |
| FROG | JFROG LTD ORD SHS | $1.75万 | 0.00% | 193 | 162 | 522.6% | $1.47万 | 加仓 |
| HY | HYSTER YALE INC CL A | $1.75万 | 0.00% | 500 | 67 | 15.5% | $2,349 | 加仓 |
| TRS | TRIMAS CORP COM NEW | $1.75万 | 0.00% | 388 | 15 | 4.0% | $675 | 加仓 |
| — | MERIDIAN HOLDINGS INC COM | $1.75万 | 0.00% | 1,254 | 900 | 254.2% | $1.25万 | 加仓 |
| AGMB | AGOMAB THERAPEUTICS NV SPONSORED ADS | $1.74万 | 0.00% | 1,344 | 1,344 | — | $1.74万 | 新建仓 |
| TRC | TEJON RANCH CO COM | $1.74万 | 0.00% | 931 | 24 | 2.6% | $449 | 加仓 |
| BY | BYLINE BANCORP INC COM | $1.74万 | 0.00% | 462 | 29 | 6.7% | $1,092 | 加仓 |
| ACNB | ACNB CORP COM | $1.74万 | 0.00% | 293 | -4 | -1.3% | -$238 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP COM CL A | $1.74万 | 0.00% | 642 | 27 | 4.4% | $731 | 加仓 |
| — | KEYENCE CORP ORD | $1.73万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| KRNY | KEARNY FINL CORP MD COM | $1.73万 | 0.00% | 1,829 | 140 | 8.3% | $1,324 | 加仓 |
| SGHC | SUPER GROUP SGHC LIMITED ORD SHS | $1.73万 | 0.00% | 1,276 | 226 | 21.5% | $3,062 | 加仓 |
| BUSE | FIRST BUSEY CORP COM NEW | $1.73万 | 0.00% | 586 | 88 | 17.7% | $2,596 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B | $1.72万 | 0.00% | 68 | 5 | 7.9% | $1,266 | 加仓 |
| CXM | SPRINKLR INC CL A | $1.72万 | 0.00% | 3,336 | -17,646 | -84.1% | -$9.11万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD TR INVSCO BLSH 28 | $1.72万 | 0.00% | 845 | 43 | 5.4% | $876 | 加仓 |
| GRPN | GROUPON INC COM NEW | $1.72万 | 0.00% | 714 | 272 | 61.5% | $6,544 | 加仓 |
| — | BANK OF AMER CORP 5 375 DP PFD KK | $1.72万 | 0.00% | 800 | 800 | — | $1.72万 | 新建仓 |
| INBX | INHIBRX BIOSCIENCES INC COM | $1.72万 | 0.00% | 181 | 14 | 8.4% | $1,327 | 加仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD COM | $1.71万 | 0.00% | 587 | 15 | 2.6% | $438 | 加仓 |
| NGNE | NEUROGENE INC COM | $1.71万 | 0.00% | 545 | 10 | 1.9% | $314 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC CL A | $1.71万 | 0.00% | 202 | 25 | 14.1% | $2,120 | 加仓 |
| LADR | LADDER CAP CORP CL A | $1.71万 | 0.00% | 1,719 | -116 | -6.3% | -$1,154 | 减仓 |
| — | ALSTOM SA ADR | $1.71万 | 0.00% | 10,115 | -17,279 | -63.1% | -$2.92万 | 减仓 |
| — | FFD FINL CORP COM | $1.70万 | 0.00% | 378 | -197 | -34.3% | -$8,877 | 减仓 |
| — | WUXI BIOLOGICS CAYMAN INC UNSPONSORD ADR | $1.70万 | 0.00% | 1,919 | 322 | 20.2% | $2,856 | 加仓 |
| RAPP | RAPPORT THERAPEUTICS INC COM | $1.70万 | 0.00% | 408 | 30 | 7.9% | $1,250 | 加仓 |
| HLIT | HARMONIC INC COM | $1.70万 | 0.00% | 1,038 | 86 | 9.0% | $1,404 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD COM CL A | $1.69万 | 0.00% | 1,489 | 314 | 26.7% | $3,570 | 加仓 |
| EYPT | EYEPOINT INC COM NEW | $1.69万 | 0.00% | 1,179 | -204 | -14.8% | -$2,917 | 减仓 |
| WTI | W T OFFSHORE INC COM | $1.68万 | 0.00% | 5,339 | 114 | 2.2% | $359 | 加仓 |
| MBX | MBX BIOSCIENCES INC COM | $1.68万 | 0.00% | 304 | 5 | 1.7% | $276 | 加仓 |
| EVCM | EVERCOMMERCE INC COM | $1.68万 | 0.00% | 1,667 | -99 | -5.6% | -$996 | 减仓 |
| SPIR | SPIRE GLOBAL INC COM CL A NEW | $1.68万 | 0.00% | 901 | -25 | -2.7% | -$465 | 减仓 |
| ICF | ISHARES TR SELECT US REIT | $1.66万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA TECHNOLOGY GROUP COM | $1.66万 | 0.00% | 2,145 | 261 | 13.9% | $2,020 | 加仓 |
| AVNW | AVIAT NETWORKS INC COM NEW | $1.66万 | 0.00% | 747 | -343 | -31.5% | -$7,614 | 减仓 |
| AXGN | AXOGEN INC COM | $1.66万 | 0.00% | 359 | 3 | 0.8% | $139 | 加仓 |
| BNS | BANK NOVA SCOTIA B C COM | $1.65万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| HURN | HURON CONSULTING GROUP INC COM | $1.65万 | 0.00% | 183 | 48 | 35.6% | $4,328 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP CL A NEW | $1.65万 | 0.00% | 704 | -17 | -2.4% | -$398 | 减仓 |
| ORRF | ORRSTOWN FINL SVCS INC COM | $1.64万 | 0.00% | 402 | 64 | 18.9% | $2,613 | 加仓 |
| VTMX | VESTA REAL ESTATE CORP ADS | $1.64万 | 0.00% | 478 | -2 | -0.4% | -$69 | 减仓 |
| GPGI | GPGI INC COM CL A | $1.64万 | 0.00% | 1,033 | 278 | 36.8% | $4,406 | 加仓 |
| — | CRINETICS PHARMACEUTICALS INC COM | $1.63万 | 0.00% | 436 | 34 | 8.5% | $1,272 | 加仓 |
| BBUC | BROOKFIELD BUSINESS CORP CL A SUB VTG SH | $1.63万 | 0.00% | 546 | -34 | -5.9% | -$1,015 | 减仓 |
| KRUS | KURA SUSHI USA INC CL A COM | $1.63万 | 0.00% | 283 | -18 | -6.0% | -$1,036 | 减仓 |
| URGN | UROGEN PHARMA LTD COM | $1.62万 | 0.00% | 441 | 2 | 0.5% | $74 | 加仓 |
| — | BCB BANCORP INC COM | $1.62万 | 0.00% | 1,513 | 212 | 16.3% | $2,273 | 加仓 |
| — | METAPLANET INC SPON ADS EACH | $1.62万 | 0.00% | 12,981 | 12,981 | — | $1.62万 | 新建仓 |
| HNRG | HALLADOR ENERGY COMPANY COM | $1.61万 | 0.00% | 928 | 119 | 14.7% | $2,069 | 加仓 |
| CTRN | CITI TRENDS INC COM | $1.61万 | 0.00% | 279 | -5 | -1.8% | -$289 | 减仓 |
| TYRA | TYRA BIOSCIENCES INC COM | $1.61万 | 0.00% | 505 | -1 | -0.2% | -$32 | 减仓 |
| GSBC | GREAT SOUTHN BANCORP INC COM | $1.61万 | 0.00% | 205 | 5 | 2.5% | $392 | 加仓 |
| — | BB SEGURIDADE PARTICIPACOES SA SPONSORED ADR | $1.61万 | 0.00% | 2,115 | 881 | 71.4% | $6,696 | 加仓 |
| BLSH | BULLISH ORD SHS | $1.61万 | 0.00% | 686 | -53 | -7.2% | -$1,242 | 减仓 |
| DRVN | DRIVEN BRANDS HLDGS INC COM | $1.59万 | 0.00% | 1,144 | 381 | 49.9% | $5,311 | 加仓 |
| DSP | VIANT TECHNOLOGY INC COM CL A | $1.58万 | 0.00% | 1,252 | -439 | -26.0% | -$5,558 | 减仓 |
| ATLC | ATLANTICUS HOLDINGS CORP COM | $1.58万 | 0.00% | 155 | 2 | 1.3% | $205 | 加仓 |
| MOO | VANECK ETF TRUST AGRIBUSINESS ETF | $1.58万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GIC | GLOBAL INDUSTRIAL COMPANY COM | $1.58万 | 0.00% | 473 | -42 | -8.2% | -$1,405 | 减仓 |
| VTIP | VANGUARD MALVERN FDS STRM INFPROIDX | $1.58万 | 0.00% | 314 | 0 | 0.0% | — | 不变 |
| NRIX | NURIX THERAPEUTICS INC COM | $1.58万 | 0.00% | 650 | 74 | 12.8% | $1,795 | 加仓 |
| BAND | BANDWIDTH INC COM CL A | $1.58万 | 0.00% | 249 | 5 | 2.0% | $317 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC COM SHS | $1.57万 | 0.00% | 2,117 | -298 | -12.3% | -$2,208 | 减仓 |
| FSBC | FIVE STAR BANCORP COM | $1.57万 | 0.00% | 322 | -85 | -20.9% | -$4,139 | 减仓 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $1.56万 | 0.00% | 442 | 90 | 25.6% | $3,186 | 加仓 |
| — | NATIONAL BANK OF GREECE UNSPONSRED ADS | $1.56万 | 0.00% | 880 | 880 | — | $1.56万 | 新建仓 |
| UTMD | UTAH MED PRODS INC COM | $1.55万 | 0.00% | 225 | 88 | 64.2% | $6,070 | 加仓 |
| OIS | OIL STS INTL INC COM | $1.55万 | 0.00% | 1,935 | -629 | -24.5% | -$5,038 | 减仓 |
| RCKY | ROCKY BRANDS INC COM | $1.55万 | 0.00% | 375 | -11 | -2.8% | -$454 | 减仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT COM CL A | $1.54万 | 0.00% | 191 | 5 | 2.7% | $404 | 加仓 |
| — | SOUNDTHINKING INC COM | $1.54万 | 0.00% | 1,702 | 202 | 13.5% | $1,828 | 加仓 |
| SUZ | SUZANO S A SPON ADS | $1.54万 | 0.00% | 1,984 | 608 | 44.2% | $4,718 | 加仓 |
| — | BARRY CALLEBAUT AG UNSPONSORD ADR | $1.54万 | 0.00% | 1,111 | 1,111 | — | $1.54万 | 新建仓 |
| ZGN | ERMENEGILDO ZEGNA N V ORD SHS | $1.54万 | 0.00% | 1,180 | 165 | 16.3% | $2,148 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $1.54万 | 0.00% | 351 | -33 | -8.6% | -$1,444 | 减仓 |
| — | SOITEC SA UNSPONSORED ADR | $1.54万 | 0.00% | 229 | 229 | — | $1.54万 | 新建仓 |
| IXUS | ISHARES TR CORE MSCI TOTAL | $1.53万 | 0.00% | 160 | -38 | -19.2% | -$3,627 | 减仓 |
| FXZ | FIRST TR EXCHANGE TRADED FD II MATERIALS ALPH | $1.53万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC COM | $1.52万 | 0.00% | 1,879 | 283 | 17.7% | $2,295 | 加仓 |
| CWI | SPDR INDEX SHS FDS ST STR ACWI ETF | $1.52万 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| OSBC | OLD SECOND BANCORP INC DEL COM | $1.52万 | 0.00% | 650 | 11 | 1.7% | $257 | 加仓 |
| CCBG | CAPITAL CITY BANK COM | $1.51万 | 0.00% | 306 | 42 | 15.9% | $2,076 | 加仓 |
| AVBP | ARRIVENT BIOPHARMA INC COM | $1.51万 | 0.00% | 435 | 76 | 21.2% | $2,640 | 加仓 |
| JANX | JANUX THERAPEUTICS INC COM | $1.51万 | 0.00% | 981 | 253 | 34.8% | $3,886 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP COM | $1.50万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL COM | $1.50万 | 0.00% | 1,523 | -422 | -21.7% | -$4,157 | 减仓 |
| VERX | VERTEX INC CL A | $1.50万 | 0.00% | 1,305 | -532 | -29.0% | -$6,107 | 减仓 |
| QUBT | QUANTUM COMPUTING INC COM | $1.50万 | 0.00% | 1,542 | 397 | 34.7% | $3,851 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP CL C | $1.49万 | 0.00% | 75 | 32 | 74.4% | $6,377 | 加仓 |
| BMA | BANCO MACRO S A SPON ADR B | $1.49万 | 0.00% | 161 | -55 | -25.5% | -$5,092 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD TR BULSHS 2027 CB | $1.49万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |