13F 机构持仓

SIERRA SUMMIT ADVISORS LLC

INCLINE VILLAGE NV · SEC CIK 0002012614

2026Q22026Q1 更早 9 个季度 🔒
$8.95亿2026Q2 申报市值
185持仓数
34.8%前十大占比 · 第一大 5.1%
59 / 59新建仓 / 清仓
申报市值走势$8.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.1%
ALAB 5.0%
MU 3.9%
GOOGL 3.5%
AAPL 3.4%
MRVL 3.2%
HOOD 2.8%
LLY 2.7%
LRCX 2.6%
TSLA 2.5%

2026Q2 买入最多 按季末市值估算

SOFI 新建仓+$1,605.19万
ENTG 新建仓+$1,497.26万
P 加仓+$1,315.71万
DIS 加仓+$1,171.02万
SYM 新建仓+$1,164.56万

2026Q2 卖出最多 按季末市值估算

RKT 清仓-$1,362.99万
DE 减仓-$1,351.63万
UAL 清仓-$1,301.04万
EME 清仓-$1,200.79万
PLTR 清仓-$1,186.21万

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
RKT ROCKET COS INC $00.00%0 -956,485-100.0% -$1,362.99万 清仓
UAL UNITED AIRLS HLDGS INC $00.00%0 -141,310-100.0% -$1,301.04万 清仓
EME EMCOR GROUP INC $00.00%0 -16,264-100.0% -$1,200.79万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -81,092-100.0% -$1,186.21万 清仓
EQT EQT CORP $00.00%0 -149,911-100.0% -$954.03万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -33,248-100.0% -$928.45万 清仓
NKE NIKE INC $00.00%0 -33,459-100.0% -$176.73万 清仓
TIGO MILLICOM INTL CELLULAR S A $00.00%0 -16,985-100.0% -$127.29万 清仓
TPL TEXAS PACIFIC LAND CORPORATI $00.00%0 -2,578-100.0% -$122.34万 清仓
ECG EVERUS CONSTR GROUP $00.00%0 -9,685-100.0% -$114.34万 清仓
MKSI MKS INC. $00.00%0 -4,879-100.0% -$112.12万 清仓
VICR VICOR CORP $00.00%0 -6,754-100.0% -$108.74万 清仓
GCT GIGACLOUD TECHNOLOGY INC $00.00%0 -23,735-100.0% -$107.71万 清仓
JBL JABIL INC $00.00%0 -3,972-100.0% -$105.51万 清仓
UVE UNIVERSAL INS HLDGS INC $00.00%0 -30,056-100.0% -$102.67万 清仓
IA INNOVATIVE SOLUTIONS & SUPPO $00.00%0 -48,672-100.0% -$99.92万 清仓
AA ALCOA CORP $00.00%0 -14,965-100.0% -$99.26万 清仓
SWX SOUTHWEST GAS HLDGS INC $00.00%0 -11,345-100.0% -$98.59万 清仓
MIRM MIRUM PHARMACEUTICALS INC $00.00%0 -10,457-100.0% -$96.60万 清仓
TPC TUTOR PERINI CORP $00.00%0 -12,480-100.0% -$96.33万 清仓
CRUS CIRRUS LOGIC INC $00.00%0 -6,461-100.0% -$93.44万 清仓
UFCS UNITED FIRE GROUP INC $00.00%0 -25,171-100.0% -$93.28万 清仓
GFI GOLD FIELDS LTD $00.00%0 -20,350-100.0% -$92.39万 清仓
WTS WATTS WATER TECHNOLOGIES INC $00.00%0 -3,173-100.0% -$92.11万 清仓
VISN VISTANCE NETWORKS INC $00.00%0 -50,228-100.0% -$91.42万 清仓
AUPH AURINIA PHARMACEUTICALS INC $00.00%0 -60,813-100.0% -$90.12万 清仓
ARWR ARROWHEAD PHARMACEUTICALS IN $00.00%0 -14,353-100.0% -$89.99万 清仓
AEIS ADVANCED ENERGY INDS $00.00%0 -2,771-100.0% -$89.42万 清仓
INCY INCYTE CORP $00.00%0 -9,461-100.0% -$89.05万 清仓
EYE NATIONAL VISION HLDGS INC $00.00%0 -34,314-100.0% -$88.87万 清仓
LUNR INTUITIVE MACHINES INC $00.00%0 -47,561-100.0% -$88.27万 清仓
ALNT ALLIENT INC $00.00%0 -14,914-100.0% -$88.13万 清仓
BFH BREAD FINANCIAL HOLDINGS INC $00.00%0 -11,666-100.0% -$87.37万 清仓
RL RALPH LAUREN CORP $00.00%0 -2,528-100.0% -$86.96万 清仓
POWL POWELL INDS INC $00.00%0 -4,806-100.0% -$86.68万 清仓
MCY MERCURY GENL CORP NEW $00.00%0 -9,818-100.0% -$86.55万 清仓
AAOI APPLIED OPTOELECTRONICS INC $00.00%0 -10,102-100.0% -$85.45万 清仓
AUGO AURA MINERALS INC $00.00%0 -10,302-100.0% -$84.06万 清仓
SANM SANMINA CORP $00.00%0 -6,478-100.0% -$83.98万 清仓
CTRN CITI TRENDS INC $00.00%0 -18,849-100.0% -$81.65万 清仓
PTCT PTC THERAPEUTICS INC $00.00%0 -11,790-100.0% -$80.33万 清仓
DDS DILLARDS INC $00.00%0 -1,395-100.0% -$79.81万 清仓
TEX TEREX CORP NEW $00.00%0 -13,183-100.0% -$77.91万 清仓
IDCC INTERDIGITAL INC $00.00%0 -2,570-100.0% -$77.61万 清仓
SITM SITIME CORP $00.00%0 -2,225-100.0% -$76.84万 清仓
DINO HF SINCLAIR CORP $00.00%0 -8,869-100.0% -$55.33万 清仓
SMTC SEMTECH CORP $00.00%0 -5,968-100.0% -$45.89万 清仓
ATRO ASTRONICS CORP $00.00%0 -6,529-100.0% -$43.57万 清仓
LEU CENTRUS ENERGY CORP $00.00%0 -2,428-100.0% -$42.15万 清仓
ALGT ALLEGIANT TRAVEL CO $00.00%0 -4,672-100.0% -$37.86万 清仓
SCHW SCHWAB CHARLES CORP $00.00%0 -3,400-100.0% -$31.95万 清仓
— HONEYWELL INTL INC $00.00%0 -1,322-100.0% -$29.88万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -5,112-100.0% -$25.66万 清仓
T AT&T INC $00.00%0 -8,464-100.0% -$24.54万 清仓
SCHX SCHWAB STRATEGIC TR $00.00%0 -8,953-100.0% -$22.96万 清仓
PFE PFIZER INC $00.00%0 -7,911-100.0% -$22.21万 清仓
NEM NEWMONT CORP $00.00%0 -2,000-100.0% -$21.65万 清仓
PANW PALO ALTO NETWORKS INC $00.00%0 -1,302-100.0% -$20.87万 清仓
XLF SELECT SECTOR SPDR TR $00.00%0 -4,060-100.0% -$20.04万 清仓
BGB BLACKSTONE STRATEGIC CRED 20 $15.94万0.02%14,109 14,109— $15.94万 新建仓
IYJ ISHARES TR $20.08万0.02%1,205 1,205— $20.08万 新建仓
WAB WABTEC $20.44万0.02%758 758— $20.44万 新建仓
CL COLGATE PALMOLIVE CO $22.42万0.03%2,445 00.0% — 不变
IYC ISHARES TR $22.60万0.03%2,235 00.0% — 不变
BBJP J P MORGAN EXCHANGE TRADED F $22.77万0.03%3,023 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $23.15万0.03%3,249 3,249— $23.15万 新建仓
VUG VANGUARD INDEX FDS $23.29万0.03%2,704 -1,244-31.5% -$10.72万 减仓
VLO VALERO ENERGY CORP $26.04万0.03%1,000 -219-18.0% -$5.70万 减仓
YUM YUM BRANDS INC $26.38万0.03%1,650 00.0% — 不变
IGM ISHARES TR $29.44万0.03%1,800 00.0% — 不变
VTEB VANGUARD MUN BD FDS $29.54万0.03%5,840 5,840— $29.54万 新建仓
HWM HOWMET AEROSPACE INC $29.84万0.03%1,110 1,110— $29.84万 新建仓
ORCL ORACLE CORP $31.14万0.03%2,125 -1,144-35.0% -$16.77万 减仓
ABT ABBOTT LABORATORIES $31.76万0.04%3,500 -502-12.5% -$4.56万 减仓
RSP INVESCO EXCHANGE TRADED FD T $36.30万0.04%1,706 1,706— $36.30万 新建仓
IVV ISHARES TR $36.40万0.04%486 486— $36.40万 新建仓
IYH ISHARES TR $37.79万0.04%5,639 5,639— $37.79万 新建仓
SCHA SCHWAB STRATEGIC TR $49.91万0.06%13,815 00.0% — 不变
EMR EMERSON ELEC CO $52.61万0.06%3,675 -9-0.2% -$1,288 减仓
DGRW WISDOMTREE TR $53.55万0.06%5,600 00.0% — 不变
FSLR FIRST SOLAR INC $66.87万0.07%2,834 -5,128-64.4% -$121.00万 减仓
CBOE CBOE GLOBAL MKTS INC $68.65万0.08%2,829 00.0% — 不变
IJH ISHARES TR $69.01万0.08%8,950 00.0% — 不变
— EXXON MOBIL CORP $69.91万0.08%5,113 -623-10.9% -$8.52万 减仓
CYRX CRYOPORT INC $70.74万0.08%45,060 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $71.50万0.08%8,537 -652-7.1% -$5.46万 减仓
GLW CORNING INC $71.57万0.08%2,802 -9,862-77.9% -$251.91万 减仓
DAN DANA INC $72.15万0.08%26,516 26,516— $72.15万 新建仓
ALB ALBEMARLE CORP $74.09万0.08%5,487 1472.8% $1.98万 加仓
MSFT MICROSOFT CORP $74.49万0.08%1,997 -322-13.9% -$12.01万 减仓
ITW ILLINOIS TOOL WKS INC $75.95万0.08%2,808 00.0% — 不变
CRC CALIFORNIA RES CORP $76.81万0.09%14,529 14,529— $76.81万 新建仓
IJR ISHARES TR $78.60万0.09%5,300 00.0% — 不变
FIVE FIVE BELOW INC $79.92万0.09%4,445 -235-5.0% -$4.23万 减仓
CHRD CHORD ENERGY CORPORATION $82.32万0.09%7,202 7,202— $82.32万 新建仓
PG PROCTER & GAMBLE CO $83.88万0.09%5,720 -78-1.3% -$1.14万 减仓
DBI DESIGNER BRANDS INC $84.83万0.09%145,510 145,510— $84.83万 新建仓
BLK BLACKROCK INC $84.91万0.09%883 -32-3.5% -$3.08万 减仓
UGI UGI CORP NEW $87.99万0.10%25,475 -968-3.7% -$3.34万 重新持有
ANDE ANDERSONS INC $88.69万0.10%12,967 12,967— $88.69万 新建仓