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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $378.59万 | 0.42% | 5,070 | 416 | 8.9% | $31.06万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $393.88万 | 0.44% | 15,509 | 150 | 1.0% | $3.81万 | 加仓 |
| CMI | CUMMINS INC | $399.04万 | 0.45% | 5,595 | 95 | 1.7% | $6.78万 | 加仓 |
| CSCO | CISCO SYS INC | $405.18万 | 0.45% | 34,495 | -5,543 | -13.8% | -$65.11万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $421.01万 | 0.47% | 12,862 | -95 | -0.7% | -$3.11万 | 减仓 |
| ABBV | ABBVIE INC | $439.34万 | 0.49% | 17,459 | -296 | -1.7% | -$7.45万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $522.99万 | 0.58% | 13,151 | -11,544 | -46.7% | -$459.08万 | 减仓 |
| MP | MP MATERIALS CORP | $558.65万 | 0.62% | 99,742 | 99,742 | — | $558.65万 | 新建仓 |
| CAT | CATERPILLAR INC | $601.88万 | 0.67% | 5,652 | 105 | 1.9% | $11.18万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $622.78万 | 0.70% | 36,450 | 36,450 | — | $622.78万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $772.58万 | 0.86% | 46,608 | -30,516 | -39.6% | -$505.84万 | 减仓 |
| BA | BOEING CO | $840.42万 | 0.94% | 38,824 | 2,503 | 6.9% | $54.18万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $915.23万 | 1.02% | 14,678 | 14,393 | 5,050.2% | $897.46万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1,070.70万 | 1.20% | 170,250 | 7,653 | 4.7% | $48.13万 | 加仓 |
| SYM | SYMBOTIC INC | $1,164.56万 | 1.30% | 259,079 | 259,079 | — | $1,164.56万 | 新建仓 |
| DIS | DISNEY WALT CO | $1,216.16万 | 1.36% | 126,354 | 121,664 | 2,594.1% | $1,171.02万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,254.81万 | 1.40% | 41,684 | 11,386 | 37.6% | $342.75万 | 加仓 |
| APP | APPLOVIN CORP | $1,277.92万 | 1.43% | 24,803 | -1,359 | -5.2% | -$70.02万 | 减仓 |
| SNPS | SYNOPSYS INC | $1,359.09万 | 1.52% | 30,468 | 12,839 | 72.8% | $572.71万 | 加仓 |
| P | EVERPURE INC | $1,363.74万 | 1.52% | 173,086 | 166,989 | 2,738.9% | $1,315.71万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,477.16万 | 1.65% | 20,515 | 1,345 | 7.0% | $96.85万 | 加仓 |
| ENTG | ENTEGRIS INC | $1,497.26万 | 1.67% | 83,246 | 83,246 | — | $1,497.26万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $1,503.86万 | 1.68% | 65,539 | -355 | -0.5% | -$8.15万 | 减仓 |
| META | META PLATFORMS INC | $1,509.67万 | 1.69% | 26,801 | 3,775 | 16.4% | $212.64万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,517.27万 | 1.69% | 89,314 | 4,343 | 5.1% | $73.78万 | 加仓 |
| RDDT | REDDIT INC | $1,569.20万 | 1.75% | 90,402 | 14,866 | 19.7% | $258.04万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1,605.19万 | 1.79% | 895,254 | 895,254 | — | $1,605.19万 | 新建仓 |
| SHOP | SHOPIFY INC | $1,722.77万 | 1.92% | 150,882 | 53,780 | 55.4% | $614.06万 | 加仓 |
| TER | TERADYNE INC | $1,725.95万 | 1.93% | 35,672 | 1,322 | 3.8% | $63.96万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $1,864.48万 | 2.08% | 21,729 | -3,818 | -14.9% | -$327.61万 | 减仓 |
| AMZN | AMAZON COM INC | $1,957.72万 | 2.19% | 82,140 | 2,802 | 3.5% | $66.78万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,080.07万 | 2.32% | 62,125 | -3,835 | -5.8% | -$128.40万 | 减仓 |
| C | CITIGROUP INC | $2,082.93万 | 2.33% | 148,823 | 23 | 0.0% | $3,219 | 加仓 |
| GEV | GE VERNOVA INC | $2,232.47万 | 2.49% | 19,002 | 712 | 3.9% | $83.65万 | 加仓 |
| TSLA | TESLA INC | $2,279.86万 | 2.55% | 54,205 | 1,082 | 2.0% | $45.51万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,298.12万 | 2.57% | 53,034 | 1,319 | 2.6% | $57.16万 | 加仓 |
| LLY | ELI LILLY & CO | $2,389.98万 | 2.67% | 19,926 | 633 | 3.3% | $75.92万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2,482.66万 | 2.77% | 247,573 | 52,318 | 26.8% | $524.64万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,881.19万 | 3.22% | 96,720 | 1,795 | 1.9% | $53.47万 | 加仓 |
| AAPL | APPLE INC | $3,085.40万 | 3.45% | 106,629 | -4,931 | -4.4% | -$142.68万 | 减仓 |
| GOOGL | ALPHABET INC | $3,108.51万 | 3.47% | 86,983 | 1,155 | 1.3% | $41.28万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,529.93万 | 3.94% | 30,581 | 586 | 2.0% | $67.64万 | 加仓 |
| ALAB | ASTERA LABS INC | $4,474.94万 | 5.00% | 92,645 | -7,584 | -7.6% | -$366.32万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,595.53万 | 5.13% | 229,673 | 1,404 | 0.6% | $28.09万 | 加仓 |