SIERRA SUMMIT ADVISORS LLC
INCLINE VILLAGE NV · SEC CIK 0002012614
$6.88亿2026Q1 申报市值
180持仓数
31.1%前十大占比 · 第一大 5.8%
51 / 43新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LITE 新建仓+$1,795.34万
CVX 加仓+$1,549.37万
DE 新建仓+$1,309.79万
PLTR 新建仓+$1,186.21万
TER 新建仓+$1,018.34万
2026Q1 卖出最多 按季末市值估算
GEV 减仓-$1,224.42万
SNOW 清仓-$1,216.86万
SPOT 清仓-$1,081.28万
NVO 清仓-$1,062.91万
FSLR 减仓-$1,010.48万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RDDT | REDDIT INC | $1,017.09万 | 1.48% | 75,536 | 36,371 | 92.9% | $489.74万 | 加仓 |
| TER | TERADYNE INC | $1,018.34万 | 1.48% | 34,350 | 34,350 | — | $1,018.34万 | 新建仓 |
| APP | APPLOVIN CORP | $1,041.25万 | 1.51% | 26,162 | 7,676 | 41.5% | $305.50万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,043.27万 | 1.52% | 84,971 | 6,758 | 8.6% | $82.97万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,052.47万 | 1.53% | 19,170 | -8,817 | -31.5% | -$484.07万 | 减仓 |
| ALAB | ASTERA LABS INC | $1,098.51万 | 1.60% | 100,229 | 4,636 | 4.8% | $50.81万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,104.94万 | 1.61% | 51,715 | -22,165 | -30.0% | -$473.58万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,138.41万 | 1.65% | 24,695 | 244 | 1.0% | $11.25万 | 加仓 |
| SHOP | SHOPIFY INC | $1,151.82万 | 1.67% | 97,102 | 3,767 | 4.0% | $44.68万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $1,186.09万 | 1.72% | 65,894 | 3,560 | 5.7% | $64.08万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,186.21万 | 1.72% | 81,092 | 81,092 | — | $1,186.21万 | 新建仓 |
| EME | EMCOR GROUP INC | $1,200.79万 | 1.75% | 16,264 | 1,106 | 7.3% | $81.66万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1,301.04万 | 1.89% | 141,310 | 4,349 | 3.2% | $40.04万 | 加仓 |
| DE | DEERE & CO | $1,309.79万 | 1.90% | 23,252 | 23,252 | — | $1,309.79万 | 新建仓 |
| META | META PLATFORMS INC | $1,317.39万 | 1.91% | 23,026 | 2,900 | 14.4% | $165.92万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1,353.12万 | 1.97% | 195,255 | 55,361 | 39.6% | $383.65万 | 加仓 |
| RKT | ROCKET COS INC | $1,362.99万 | 1.98% | 956,485 | 40,910 | 4.5% | $58.30万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,595.70万 | 2.32% | 77,124 | 74,885 | 3,344.6% | $1,549.37万 | 加仓 |
| GEV | GE VERNOVA INC | $1,596.53万 | 2.32% | 18,290 | -14,027 | -43.4% | -$1,224.42万 | 减仓 |
| AMZN | AMAZON COM INC | $1,652.37万 | 2.40% | 79,338 | 14,235 | 21.9% | $296.47万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,652.83万 | 2.40% | 65,960 | -25,972 | -28.3% | -$650.81万 | 减仓 |
| C | CITIGROUP INC | $1,687.54万 | 2.45% | 148,800 | -30,300 | -16.9% | -$343.63万 | 减仓 |
| LLY | ELI LILLY & CO | $1,774.51万 | 2.58% | 19,293 | 3,742 | 24.1% | $344.18万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $1,795.34万 | 2.61% | 25,547 | 25,547 | — | $1,795.34万 | 新建仓 |
| TSLA | TESLA INC | $1,974.85万 | 2.87% | 53,123 | 4,278 | 8.8% | $159.03万 | 加仓 |
| GOOGL | ALPHABET INC | $2,468.07万 | 3.59% | 85,828 | 3,373 | 4.1% | $96.99万 | 加仓 |
| AAPL | APPLE INC | $2,831.27万 | 4.11% | 111,560 | 13,479 | 13.7% | $342.08万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,981.01万 | 5.79% | 228,269 | 4,310 | 1.9% | $75.17万 | 加仓 |