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 |
|---|---|---|---|---|---|---|---|---|
| XLRE | SELECT SECTOR SPDR TR | $125.71万 | 0.14% | 28,552 | 706 | 2.5% | $3.11万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $125.62万 | 0.14% | 56,055 | 56,055 | — | $125.62万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $125.21万 | 0.14% | 5,618 | 5,618 | — | $125.21万 | 新建仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $124.70万 | 0.14% | 31,876 | 10,519 | 49.3% | $41.15万 | 加仓 |
| MCD | MCDONALDS CORP | $123.67万 | 0.14% | 4,575 | 96 | 2.1% | $2.59万 | 加仓 |
| DE | DEERE & CO | $123.31万 | 0.14% | 1,944 | -21,308 | -91.6% | -$1,351.63万 | 减仓 |
| IYW | ISHARES TR | $121.37万 | 0.14% | 4,812 | -549 | -10.2% | -$13.85万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $121.15万 | 0.14% | 21,173 | 21,173 | — | $121.15万 | 新建仓 |
| LEN | LENNAR CORP | $119.68万 | 0.13% | 13,226 | -803 | -5.7% | -$7.27万 | 减仓 |
| EVRG | EVERGY INC | $119.20万 | 0.13% | 13,792 | 309 | 2.3% | $2.67万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $118.19万 | 0.13% | 2,320 | -18 | -0.8% | -$9,170 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $116.86万 | 0.13% | 20,842 | -323 | -1.5% | -$1.81万 | 减仓 |
| RTX | RTX CORPORATION | $115.15万 | 0.13% | 6,069 | -174 | -2.8% | -$3.30万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $112.60万 | 0.13% | 14,210 | 14,210 | — | $112.60万 | 新建仓 |
| REAL | THE REALREAL INC | $112.38万 | 0.13% | 95,316 | 95,316 | — | $112.38万 | 新建仓 |
| HCI | HCI GROUP INC | $112.27万 | 0.13% | 6,406 | 2,916 | 83.6% | $51.10万 | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC | $110.26万 | 0.12% | 8,059 | 74 | 0.9% | $1.01万 | 加仓 |
| — | XOMA ROYALTY CORPORATION | $109.39万 | 0.12% | 25,740 | 25,740 | — | $109.39万 | 新建仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $108.99万 | 0.12% | 41,918 | 12,553 | 42.7% | $32.64万 | 加仓 |
| WMT | WALMART INC | $108.50万 | 0.12% | 9,580 | -329 | -3.3% | -$3.73万 | 减仓 |
| CMBT | CMB.TECH NV | $108.43万 | 0.12% | 77,508 | 77,508 | — | $108.43万 | 新建仓 |
| SMMD | ISHARES TR | $108.26万 | 0.12% | 11,815 | 204 | 1.8% | $1.87万 | 加仓 |
| LAR | LITHIUM ARGENTINA AG | $105.95万 | 0.12% | 128,113 | 128,113 | — | $105.95万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $105.14万 | 0.12% | 1,531 | -4,193 | -73.3% | -$287.94万 | 减仓 |
| STAA | STAAR SURGICAL CO | $104.79万 | 0.12% | 36,524 | 36,524 | — | $104.79万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $103.55万 | 0.12% | 3,532 | 3,532 | — | $103.55万 | 新建仓 |
| EGBN | EAGLE BANCORPORATION INC | $103.46万 | 0.12% | 36,444 | 36,444 | — | $103.46万 | 新建仓 |
| LASR | NLIGHT INC | $102.87万 | 0.11% | 14,776 | 14,776 | — | $102.87万 | 新建仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $102.76万 | 0.11% | 41,467 | 41,467 | — | $102.76万 | 新建仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $102.12万 | 0.11% | 43,997 | 43,997 | — | $102.12万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $101.74万 | 0.11% | 8,713 | 237 | 2.8% | $2.77万 | 加仓 |
| CME | CME GROUP INC | $101.47万 | 0.11% | 4,595 | -25,120 | -84.5% | -$554.73万 | 减仓 |
| DOX | AMDOCS LTD | $101.46万 | 0.11% | 20,075 | 20,075 | — | $101.46万 | 新建仓 |
| MCHB | MECHANICS BANCORP | $100.49万 | 0.11% | 63,203 | 63,203 | — | $100.49万 | 新建仓 |
| — | THERAVANCE BIOPHARMA INC | $100.46万 | 0.11% | 59,096 | -275 | -0.5% | -$4,675 | 重新持有 |
| FIGS | FIGS INC | $97.67万 | 0.11% | 95,473 | 95,473 | — | $97.67万 | 新建仓 |
| SM | SM ENERGY COMPANY | $96.46万 | 0.11% | 36,957 | -18,331 | -33.2% | -$47.84万 | 减仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $96.34万 | 0.11% | 36,940 | 36,940 | — | $96.34万 | 新建仓 |
| HSHP | HIMALAYA SHIPPING LTD | $95.68万 | 0.11% | 71,614 | 71,614 | — | $95.68万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $94.03万 | 0.11% | 12,911 | 277 | 2.2% | $2.02万 | 加仓 |
| GOLD | GOLD COM INC | $91.45万 | 0.10% | 21,979 | 21,979 | — | $91.45万 | 新建仓 |
| TSSI | TSS INC DEL | $91.05万 | 0.10% | 74,023 | 74,023 | — | $91.05万 | 新建仓 |
| — | SEANERGY MARITIME HLDGS CORP | $90.47万 | 0.10% | 67,362 | 67,362 | — | $90.47万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $90.27万 | 0.10% | 1,804 | -73 | -3.9% | -$3.65万 | 减仓 |
| ANDE | ANDERSONS INC | $88.69万 | 0.10% | 12,967 | 12,967 | — | $88.69万 | 新建仓 |
| UGI | UGI CORP NEW | $87.99万 | 0.10% | 25,475 | -968 | -3.7% | -$3.34万 | 重新持有 |
| BLK | BLACKROCK INC | $84.91万 | 0.09% | 883 | -32 | -3.5% | -$3.08万 | 减仓 |
| DBI | DESIGNER BRANDS INC | $84.83万 | 0.09% | 145,510 | 145,510 | — | $84.83万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $83.88万 | 0.09% | 5,720 | -78 | -1.3% | -$1.14万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $82.32万 | 0.09% | 7,202 | 7,202 | — | $82.32万 | 新建仓 |
| FIVE | FIVE BELOW INC | $79.92万 | 0.09% | 4,445 | -235 | -5.0% | -$4.23万 | 减仓 |
| IJR | ISHARES TR | $78.60万 | 0.09% | 5,300 | 0 | 0.0% | — | 不变 |
| CRC | CALIFORNIA RES CORP | $76.81万 | 0.09% | 14,529 | 14,529 | — | $76.81万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $75.95万 | 0.08% | 2,808 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $74.49万 | 0.08% | 1,997 | -322 | -13.9% | -$12.01万 | 减仓 |
| ALB | ALBEMARLE CORP | $74.09万 | 0.08% | 5,487 | 147 | 2.8% | $1.98万 | 加仓 |
| DAN | DANA INC | $72.15万 | 0.08% | 26,516 | 26,516 | — | $72.15万 | 新建仓 |
| GLW | CORNING INC | $71.57万 | 0.08% | 2,802 | -9,862 | -77.9% | -$251.91万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $71.50万 | 0.08% | 8,537 | -652 | -7.1% | -$5.46万 | 减仓 |
| CYRX | CRYOPORT INC | $70.74万 | 0.08% | 45,060 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $69.91万 | 0.08% | 5,113 | -623 | -10.9% | -$8.52万 | 减仓 |
| IJH | ISHARES TR | $69.01万 | 0.08% | 8,950 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $68.65万 | 0.08% | 2,829 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $66.87万 | 0.07% | 2,834 | -5,128 | -64.4% | -$121.00万 | 减仓 |
| DGRW | WISDOMTREE TR | $53.55万 | 0.06% | 5,600 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $52.61万 | 0.06% | 3,675 | -9 | -0.2% | -$1,288 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $49.91万 | 0.06% | 13,815 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $37.79万 | 0.04% | 5,639 | 5,639 | — | $37.79万 | 新建仓 |
| IVV | ISHARES TR | $36.40万 | 0.04% | 486 | 486 | — | $36.40万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $36.30万 | 0.04% | 1,706 | 1,706 | — | $36.30万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $31.76万 | 0.04% | 3,500 | -502 | -12.5% | -$4.56万 | 减仓 |
| ORCL | ORACLE CORP | $31.14万 | 0.03% | 2,125 | -1,144 | -35.0% | -$16.77万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $29.84万 | 0.03% | 1,110 | 1,110 | — | $29.84万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $29.54万 | 0.03% | 5,840 | 5,840 | — | $29.54万 | 新建仓 |
| IGM | ISHARES TR | $29.44万 | 0.03% | 1,800 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $26.38万 | 0.03% | 1,650 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $26.04万 | 0.03% | 1,000 | -219 | -18.0% | -$5.70万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $23.29万 | 0.03% | 2,704 | -1,244 | -31.5% | -$10.72万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.15万 | 0.03% | 3,249 | 3,249 | — | $23.15万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $22.77万 | 0.03% | 3,023 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $22.60万 | 0.03% | 2,235 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $22.42万 | 0.03% | 2,445 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $20.44万 | 0.02% | 758 | 758 | — | $20.44万 | 新建仓 |
| IYJ | ISHARES TR | $20.08万 | 0.02% | 1,205 | 1,205 | — | $20.08万 | 新建仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $15.94万 | 0.02% | 14,109 | 14,109 | — | $15.94万 | 新建仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -956,485 | -100.0% | -$1,362.99万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -141,310 | -100.0% | -$1,301.04万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -16,264 | -100.0% | -$1,200.79万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -81,092 | -100.0% | -$1,186.21万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -149,911 | -100.0% | -$954.03万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -33,248 | -100.0% | -$928.45万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -33,459 | -100.0% | -$176.73万 | 清仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $0 | 0.00% | 0 | -16,985 | -100.0% | -$127.29万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -2,578 | -100.0% | -$122.34万 | 清仓 |
| ECG | EVERUS CONSTR GROUP | $0 | 0.00% | 0 | -9,685 | -100.0% | -$114.34万 | 清仓 |
| MKSI | MKS INC. | $0 | 0.00% | 0 | -4,879 | -100.0% | -$112.12万 | 清仓 |
| VICR | VICOR CORP | $0 | 0.00% | 0 | -6,754 | -100.0% | -$108.74万 | 清仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $0 | 0.00% | 0 | -23,735 | -100.0% | -$107.71万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -3,972 | -100.0% | -$105.51万 | 清仓 |
| UVE | UNIVERSAL INS HLDGS INC | $0 | 0.00% | 0 | -30,056 | -100.0% | -$102.67万 | 清仓 |