SIERRA SUMMIT ADVISORS LLC
INCLINE VILLAGE NV · SEC CIK 0002012614
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $90.27万 | 0.10% | 1,804 | -73 | -3.9% | -$3.65万 | 减仓 |
| — | SEANERGY MARITIME HLDGS CORP | $90.47万 | 0.10% | 67,362 | 67,362 | — | $90.47万 | 新建仓 |
| TSSI | TSS INC DEL | $91.05万 | 0.10% | 74,023 | 74,023 | — | $91.05万 | 新建仓 |
| GOLD | GOLD COM INC | $91.45万 | 0.10% | 21,979 | 21,979 | — | $91.45万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $94.03万 | 0.11% | 12,911 | 277 | 2.2% | $2.02万 | 加仓 |
| HSHP | HIMALAYA SHIPPING LTD | $95.68万 | 0.11% | 71,614 | 71,614 | — | $95.68万 | 新建仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $96.34万 | 0.11% | 36,940 | 36,940 | — | $96.34万 | 新建仓 |
| SM | SM ENERGY COMPANY | $96.46万 | 0.11% | 36,957 | -18,331 | -33.2% | -$47.84万 | 减仓 |
| FIGS | FIGS INC | $97.67万 | 0.11% | 95,473 | 95,473 | — | $97.67万 | 新建仓 |
| — | THERAVANCE BIOPHARMA INC | $100.46万 | 0.11% | 59,096 | -275 | -0.5% | -$4,675 | 重新持有 |
| MCHB | MECHANICS BANCORP | $100.49万 | 0.11% | 63,203 | 63,203 | — | $100.49万 | 新建仓 |
| DOX | AMDOCS LTD | $101.46万 | 0.11% | 20,075 | 20,075 | — | $101.46万 | 新建仓 |
| CME | CME GROUP INC | $101.47万 | 0.11% | 4,595 | -25,120 | -84.5% | -$554.73万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $101.74万 | 0.11% | 8,713 | 237 | 2.8% | $2.77万 | 加仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $102.12万 | 0.11% | 43,997 | 43,997 | — | $102.12万 | 新建仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $102.76万 | 0.11% | 41,467 | 41,467 | — | $102.76万 | 新建仓 |
| LASR | NLIGHT INC | $102.87万 | 0.11% | 14,776 | 14,776 | — | $102.87万 | 新建仓 |
| EGBN | EAGLE BANCORPORATION INC | $103.46万 | 0.12% | 36,444 | 36,444 | — | $103.46万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $103.55万 | 0.12% | 3,532 | 3,532 | — | $103.55万 | 新建仓 |
| STAA | STAAR SURGICAL CO | $104.79万 | 0.12% | 36,524 | 36,524 | — | $104.79万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $105.14万 | 0.12% | 1,531 | -4,193 | -73.3% | -$287.94万 | 减仓 |
| LAR | LITHIUM ARGENTINA AG | $105.95万 | 0.12% | 128,113 | 128,113 | — | $105.95万 | 新建仓 |
| SMMD | ISHARES TR | $108.26万 | 0.12% | 11,815 | 204 | 1.8% | $1.87万 | 加仓 |
| CMBT | CMB.TECH NV | $108.43万 | 0.12% | 77,508 | 77,508 | — | $108.43万 | 新建仓 |
| WMT | WALMART INC | $108.50万 | 0.12% | 9,580 | -329 | -3.3% | -$3.73万 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $108.99万 | 0.12% | 41,918 | 12,553 | 42.7% | $32.64万 | 加仓 |
| — | XOMA ROYALTY CORPORATION | $109.39万 | 0.12% | 25,740 | 25,740 | — | $109.39万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $110.26万 | 0.12% | 8,059 | 74 | 0.9% | $1.01万 | 加仓 |
| HCI | HCI GROUP INC | $112.27万 | 0.13% | 6,406 | 2,916 | 83.6% | $51.10万 | 重新持有 |
| REAL | THE REALREAL INC | $112.38万 | 0.13% | 95,316 | 95,316 | — | $112.38万 | 新建仓 |
| LB | LANDBRIDGE COMPANY LLC | $112.60万 | 0.13% | 14,210 | 14,210 | — | $112.60万 | 新建仓 |
| RTX | RTX CORPORATION | $115.15万 | 0.13% | 6,069 | -174 | -2.8% | -$3.30万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $116.86万 | 0.13% | 20,842 | -323 | -1.5% | -$1.81万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $118.19万 | 0.13% | 2,320 | -18 | -0.8% | -$9,170 | 减仓 |
| EVRG | EVERGY INC | $119.20万 | 0.13% | 13,792 | 309 | 2.3% | $2.67万 | 加仓 |
| LEN | LENNAR CORP | $119.68万 | 0.13% | 13,226 | -803 | -5.7% | -$7.27万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $121.15万 | 0.14% | 21,173 | 21,173 | — | $121.15万 | 新建仓 |
| IYW | ISHARES TR | $121.37万 | 0.14% | 4,812 | -549 | -10.2% | -$13.85万 | 减仓 |
| DE | DEERE & CO | $123.31万 | 0.14% | 1,944 | -21,308 | -91.6% | -$1,351.63万 | 减仓 |
| MCD | MCDONALDS CORP | $123.67万 | 0.14% | 4,575 | 96 | 2.1% | $2.59万 | 加仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $124.70万 | 0.14% | 31,876 | 10,519 | 49.3% | $41.15万 | 加仓 |
| WM | WASTE MGMT INC DEL | $125.21万 | 0.14% | 5,618 | 5,618 | — | $125.21万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $125.62万 | 0.14% | 56,055 | 56,055 | — | $125.62万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $125.71万 | 0.14% | 28,552 | 706 | 2.5% | $3.11万 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $125.91万 | 0.14% | 36,740 | 36,740 | — | $125.91万 | 新建仓 |
| AGX | ARGAN INC | $127.77万 | 0.14% | 1,600 | -1,289 | -44.6% | -$102.93万 | 重新持有 |
| CALY | CALLAWAY GOLF CO | $128.70万 | 0.14% | 68,492 | 68,492 | — | $128.70万 | 新建仓 |
| HZO | MARINEMAX INC | $128.98万 | 0.14% | 35,220 | 35,220 | — | $128.98万 | 新建仓 |
| KR | KROGER CO | $129.82万 | 0.14% | 23,378 | 483 | 2.1% | $2.68万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $130.09万 | 0.15% | 52,989 | 1,550 | 3.0% | $3.81万 | 加仓 |
| PEP | PEPSICO INC | $132.01万 | 0.15% | 9,750 | 172 | 1.8% | $2.33万 | 加仓 |
| DK | DELEK US HLDGS INC NEW | $132.43万 | 0.15% | 26,063 | 26,063 | — | $132.43万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $133.06万 | 0.15% | 10,532 | -6,977 | -39.8% | -$88.15万 | 减仓 |
| CARE | CARTER BANKSHARES INC | $134.61万 | 0.15% | 39,579 | 39,579 | — | $134.61万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $135.15万 | 0.15% | 5,672 | 142 | 2.6% | $3.38万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $135.24万 | 0.15% | 63,314 | 63,314 | — | $135.24万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $135.49万 | 0.15% | 26,873 | 26,873 | — | $135.49万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $142.02万 | 0.16% | 24,647 | 468 | 1.9% | $2.70万 | 加仓 |
| BLLN | BILLIONTOONE INC | $142.91万 | 0.16% | 11,911 | 11,911 | — | $142.91万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $145.25万 | 0.16% | 8,715 | 8,715 | — | $145.25万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $148.99万 | 0.17% | 7,232 | 275 | 4.0% | $5.67万 | 加仓 |
| VSAT | VIASAT INC | $154.20万 | 0.17% | 17,170 | 17,170 | — | $154.20万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $154.53万 | 0.17% | 1,841 | -959 | -34.2% | -$80.49万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $159.97万 | 0.18% | 19,163 | 19,163 | — | $159.97万 | 新建仓 |
| NUTX | NUTEX HEALTH INC | $160.41万 | 0.18% | 9,387 | 9,387 | — | $160.41万 | 新建仓 |
| SBUX | STARBUCKS CORP | $163.42万 | 0.18% | 15,992 | 15,992 | — | $163.42万 | 新建仓 |
| TSN | TYSON FOODS INC | $163.87万 | 0.18% | 28,623 | 757 | 2.7% | $4.33万 | 加仓 |
| QCOM | QUALCOMM INC | $164.87万 | 0.18% | 8,922 | -2,819 | -24.0% | -$52.09万 | 减仓 |
| GRRR | GORILLA TECHNOLOGY GROUP INC | $168.21万 | 0.19% | 84,611 | 84,611 | — | $168.21万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $174.38万 | 0.19% | 10,031 | 82 | 0.8% | $1.43万 | 加仓 |
| AMN | AMN HEALTHCARE SVCS INC | $174.82万 | 0.20% | 54,008 | 54,008 | — | $174.82万 | 新建仓 |
| DAVE | DAVE INC | $183.54万 | 0.20% | 4,926 | 1,766 | 55.9% | $65.80万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $184.10万 | 0.21% | 5,197 | 122 | 2.4% | $4.32万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $184.64万 | 0.21% | 16,445 | 16,445 | — | $184.64万 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $184.96万 | 0.21% | 64,854 | 64,854 | — | $184.96万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $188.31万 | 0.21% | 5,986 | 118 | 2.0% | $3.71万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $199.18万 | 0.22% | 2,610 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $200.08万 | 0.22% | 5,872 | 88 | 1.5% | $3.00万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $206.17万 | 0.23% | 7,581 | -522 | -6.4% | -$14.20万 | 减仓 |
| NUE | NUCOR CORP | $211.14万 | 0.24% | 9,479 | 143 | 1.5% | $3.19万 | 加仓 |
| HD | HOME DEPOT INC | $215.84万 | 0.24% | 6,120 | 106 | 1.8% | $3.74万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $225.04万 | 0.25% | 25,640 | 222 | 0.9% | $1.95万 | 加仓 |
| GOOG | ALPHABET INC | $225.71万 | 0.25% | 6,388 | 24 | 0.4% | $8,480 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $229.76万 | 0.26% | 5,528 | -1,384 | -20.0% | -$57.52万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $230.56万 | 0.26% | 3,969 | 11 | 0.3% | $6,390 | 加仓 |
| ADI | ANALOG DEVICES INC | $231.99万 | 0.26% | 5,841 | 143 | 2.5% | $5.68万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $247.07万 | 0.28% | 35,708 | 536 | 1.5% | $3.71万 | 加仓 |
| WMB | WILLIAMS COS INC | $254.91万 | 0.28% | 34,290 | -143 | -0.4% | -$1.06万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $267.93万 | 0.30% | 35,069 | 1,076 | 3.2% | $8.22万 | 加仓 |
| WFC | WELLS FARGO & CO | $269.94万 | 0.30% | 32,665 | -31,394 | -49.0% | -$259.44万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $278.68万 | 0.31% | 19,073 | -50 | -0.3% | -$7,306 | 减仓 |
| BAC | BANK OF AMER CORP | $280.76万 | 0.31% | 49,273 | 580 | 1.2% | $3.30万 | 加仓 |
| MRK | MERCK & CO INC | $281.63万 | 0.31% | 21,917 | 354 | 1.6% | $4.55万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $289.45万 | 0.32% | 2,862 | -9 | -0.3% | -$9,102 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $303.16万 | 0.34% | 10,780 | 392 | 3.8% | $11.02万 | 加仓 |
| QQQ | INVESCO QQQ TR | $312.36万 | 0.35% | 4,242 | 73 | 1.8% | $5.38万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $326.61万 | 0.36% | 35,813 | 744 | 2.1% | $6.79万 | 加仓 |
| AGL | AGILON HEALTH INC | $333.79万 | 0.37% | 31,143 | 31,143 | — | $333.79万 | 新建仓 |
| AVGO | BROADCOM INC | $343.49万 | 0.38% | 9,093 | -381 | -4.0% | -$14.39万 | 减仓 |
| IXC | ISHARES TR | $349.94万 | 0.39% | 71,228 | 868 | 1.2% | $4.26万 | 加仓 |