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 |
|---|---|---|---|---|---|---|---|---|
| RPRX | ROYALTY PHARMA PLC | $101.53万 | 0.15% | 21,165 | 924 | 4.6% | $4.43万 | 加仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $99.92万 | 0.15% | 48,672 | 48,672 | — | $99.92万 | 新建仓 |
| AA | ALCOA CORP | $99.26万 | 0.14% | 14,965 | 14,965 | — | $99.26万 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $98.59万 | 0.14% | 11,345 | 11,345 | — | $98.59万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $98.13万 | 0.14% | 8,476 | 501 | 6.3% | $5.80万 | 加仓 |
| — | EXXON MOBIL CORP | $97.32万 | 0.14% | 5,736 | 5,736 | — | $97.32万 | 新建仓 |
| IYW | ISHARES TR | $97.26万 | 0.14% | 5,361 | 549 | 11.4% | $9.96万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $96.60万 | 0.14% | 10,457 | 10,457 | — | $96.60万 | 新建仓 |
| TPC | TUTOR PERINI CORP | $96.33万 | 0.14% | 12,480 | -890 | -6.7% | -$6.87万 | 减仓 |
| ALB | ALBEMARLE CORP | $95.87万 | 0.14% | 5,340 | 5,340 | — | $95.87万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $95.15万 | 0.14% | 12,634 | 738 | 6.2% | $5.56万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $93.44万 | 0.14% | 6,461 | 6,461 | — | $93.44万 | 新建仓 |
| UFCS | UNITED FIRE GROUP INC | $93.28万 | 0.14% | 25,171 | 25,171 | — | $93.28万 | 新建仓 |
| GFI | GOLD FIELDS LTD | $92.39万 | 0.13% | 20,350 | 930 | 4.8% | $4.22万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $92.11万 | 0.13% | 3,173 | 3,173 | — | $92.11万 | 新建仓 |
| VISN | VISTANCE NETWORKS INC | $91.42万 | 0.13% | 50,228 | 2,270 | 4.7% | $4.13万 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $90.12万 | 0.13% | 60,813 | 60,813 | — | $90.12万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $89.99万 | 0.13% | 14,353 | 14,353 | — | $89.99万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $89.95万 | 0.13% | 1,877 | 428 | 29.5% | $20.51万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $89.42万 | 0.13% | 2,771 | 2,771 | — | $89.42万 | 新建仓 |
| INCY | INCYTE CORP | $89.05万 | 0.13% | 9,461 | 9,461 | — | $89.05万 | 新建仓 |
| EYE | NATIONAL VISION HLDGS INC | $88.87万 | 0.13% | 34,314 | 1,260 | 3.8% | $3.26万 | 重新持有 |
| SMMD | ISHARES TR | $88.65万 | 0.13% | 11,611 | 2,209 | 23.5% | $16.87万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $88.27万 | 0.13% | 47,561 | 47,561 | — | $88.27万 | 新建仓 |
| ALNT | ALLIENT INC | $88.13万 | 0.13% | 14,914 | 14,914 | — | $88.13万 | 新建仓 |
| BLK | BLACKROCK INC | $88.00万 | 0.13% | 915 | 86 | 10.4% | $8.27万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $87.37万 | 0.13% | 11,666 | 11,666 | — | $87.37万 | 新建仓 |
| RL | RALPH LAUREN CORP | $86.96万 | 0.13% | 2,528 | 83 | 3.4% | $2.86万 | 加仓 |
| POWL | POWELL INDS INC | $86.68万 | 0.13% | 1,602 | 1,602 | — | $86.68万 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $86.55万 | 0.13% | 9,818 | -561 | -5.4% | -$4.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $85.84万 | 0.12% | 2,319 | 394 | 20.5% | $14.58万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $85.45万 | 0.12% | 10,102 | 10,102 | — | $85.45万 | 新建仓 |
| AUGO | AURA MINERALS INC | $84.06万 | 0.12% | 10,302 | 10,302 | — | $84.06万 | 新建仓 |
| SANM | SANMINA CORP | $83.98万 | 0.12% | 6,478 | 6,478 | — | $83.98万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $83.75万 | 0.12% | 5,798 | -4,342 | -42.8% | -$62.72万 | 重新持有 |
| CTRN | CITI TRENDS INC | $81.65万 | 0.12% | 18,849 | -5,063 | -21.2% | -$21.93万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $80.52万 | 0.12% | 3,958 | -1,320 | -25.0% | -$26.85万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $80.33万 | 0.12% | 11,790 | 3,577 | 43.6% | $24.37万 | 加仓 |
| DDS | DILLARDS INC | $79.81万 | 0.12% | 1,395 | 1,395 | — | $79.81万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $79.51万 | 0.12% | 2,829 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $77.91万 | 0.11% | 13,183 | 13,183 | — | $77.91万 | 新建仓 |
| IDCC | INTERDIGITAL INC | $77.61万 | 0.11% | 2,570 | -479 | -15.7% | -$14.47万 | 重新持有 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $77.38万 | 0.11% | 29,365 | 254 | 0.9% | $6,693 | 加仓 |
| SITM | SITIME CORP | $76.84万 | 0.11% | 2,225 | 2,225 | — | $76.84万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $76.06万 | 0.11% | 8,103 | 4,990 | 160.3% | $46.84万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $73.09万 | 0.11% | 2,808 | 2,808 | — | $73.09万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $69.01万 | 0.10% | 9,189 | -47 | -0.5% | -$3,530 | 减仓 |
| IJR | ISHARES TR | $65.88万 | 0.10% | 5,300 | 341 | 6.9% | $4.24万 | 加仓 |
| IJH | ISHARES TR | $60.44万 | 0.09% | 8,950 | 0 | 0.0% | — | 不变 |
| RIGL | RIGEL PHARMACEUTICALS INC | $57.75万 | 0.08% | 21,357 | -1,044 | -4.7% | -$2.82万 | 减仓 |
| DINO | HF SINCLAIR CORP | $55.33万 | 0.08% | 8,869 | 8,869 | — | $55.33万 | 新建仓 |
| DGRW | WISDOMTREE TR | $49.19万 | 0.07% | 5,600 | 5,600 | — | $49.19万 | 新建仓 |
| EMR | EMERSON ELEC CO | $48.27万 | 0.07% | 3,684 | 3,684 | — | $48.27万 | 新建仓 |
| ORCL | ORACLE CORP | $48.09万 | 0.07% | 3,269 | -235 | -6.7% | -$3.46万 | 减仓 |
| SMTC | SEMTECH CORP | $45.89万 | 0.07% | 5,968 | 5,968 | — | $45.89万 | 新建仓 |
| DIS | DISNEY WALT CO | $45.20万 | 0.07% | 4,690 | 270 | 6.1% | $2.60万 | 加仓 |
| ATRO | ASTRONICS CORP | $43.57万 | 0.06% | 6,529 | 6,529 | — | $43.57万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $42.15万 | 0.06% | 2,428 | 2,428 | — | $42.15万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $41.09万 | 0.06% | 4,002 | 502 | 14.3% | $5.15万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $40.17万 | 0.06% | 13,815 | 0 | 0.0% | — | 不变 |
| ALGT | ALLEGIANT TRAVEL CO | $37.86万 | 0.06% | 4,672 | 4,672 | — | $37.86万 | 新建仓 |
| CYRX | CRYOPORT INC | $37.31万 | 0.05% | 45,060 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $36.00万 | 0.05% | 6,097 | 1,675 | 37.9% | $9.89万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $31.95万 | 0.05% | 3,400 | 400 | 13.3% | $3.76万 | 加仓 |
| VLO | VALERO ENERGY CORP | $30.12万 | 0.04% | 1,219 | -35,159 | -96.6% | -$868.71万 | 减仓 |
| — | HONEYWELL INTL INC | $29.88万 | 0.04% | 1,322 | 241 | 22.3% | $5.45万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $28.76万 | 0.04% | 658 | -441 | -40.1% | -$19.27万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.66万 | 0.04% | 5,112 | 5,112 | — | $25.66万 | 新建仓 |
| YUM | YUM BRANDS INC | $25.65万 | 0.04% | 1,650 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $24.54万 | 0.04% | 8,464 | 1,150 | 15.7% | $3.33万 | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $22.96万 | 0.03% | 8,953 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $22.21万 | 0.03% | 7,911 | 0 | 0.0% | — | 重新持有 |
| REGN | REGENERON PHARMACEUTICALS | $22.02万 | 0.03% | 285 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $21.66万 | 0.03% | 2,235 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $21.65万 | 0.03% | 2,000 | -600 | -23.1% | -$6.50万 | 减仓 |
| IGM | ISHARES TR | $21.33万 | 0.03% | 1,800 | 1,800 | — | $21.33万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $20.87万 | 0.03% | 1,302 | 260 | 25.0% | $4.17万 | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $20.84万 | 0.03% | 2,445 | 2,445 | — | $20.84万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $20.83万 | 0.03% | 3,023 | 3,023 | — | $20.83万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $20.04万 | 0.03% | 4,060 | 392 | 10.7% | $1.94万 | 加仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -55,473 | -100.0% | -$1,216.86万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -18,620 | -100.0% | -$1,081.28万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -208,905 | -100.0% | -$1,062.91万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -99,512 | -100.0% | -$933.02万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -4,284 | -100.0% | -$862.91万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -77,230 | -100.0% | -$852.31万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -55,515 | -100.0% | -$799.58万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -56,918 | -100.0% | -$755.70万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -8,842 | -100.0% | -$112.97万 | 清仓 |
| — | THERAVANCE BIOPHARMA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -9,594 | -100.0% | -$102.18万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -8,627 | -100.0% | -$99.04万 | 清仓 |
| UGI | UGI CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -1,627 | -100.0% | -$98.44万 | 清仓 |
| TPB | TURNING PT BRANDS INC | $0 | 0.00% | 0 | -9,053 | -100.0% | -$98.13万 | 清仓 |
| LAUR | LAUREATE EDUCATION INC | $0 | 0.00% | 0 | -29,096 | -100.0% | -$97.97万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -16,025 | -100.0% | -$97.45万 | 清仓 |
| STRT | STRATTEC SEC CORP | $0 | 0.00% | 0 | -12,609 | -100.0% | -$96.00万 | 清仓 |
| FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | -21,193 | -100.0% | -$94.44万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -52,086 | -100.0% | -$92.87万 | 清仓 |