13F 机构持仓

SIERRA SUMMIT ADVISORS LLC

INCLINE VILLAGE NV · SEC CIK 0002012614

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$8.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.1%
ALAB 5.0%
MU 3.9%
GOOGL 3.5%
AAPL 3.4%
MRVL 3.2%
HOOD 2.8%
LLY 2.7%
LRCX 2.6%
TSLA 2.5%

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
IA INNOVATIVE SOLUTIONS & SUPPO $00.00%0 -48,672-100.0% -$99.92万 清仓
AA ALCOA CORP $00.00%0 -14,965-100.0% -$99.26万 清仓
SWX SOUTHWEST GAS HLDGS INC $00.00%0 -11,345-100.0% -$98.59万 清仓
MIRM MIRUM PHARMACEUTICALS INC $00.00%0 -10,457-100.0% -$96.60万 清仓
TPC TUTOR PERINI CORP $00.00%0 -12,480-100.0% -$96.33万 清仓
CRUS CIRRUS LOGIC INC $00.00%0 -6,461-100.0% -$93.44万 清仓
UFCS UNITED FIRE GROUP INC $00.00%0 -25,171-100.0% -$93.28万 清仓
GFI GOLD FIELDS LTD $00.00%0 -20,350-100.0% -$92.39万 清仓
WTS WATTS WATER TECHNOLOGIES INC $00.00%0 -3,173-100.0% -$92.11万 清仓
VISN VISTANCE NETWORKS INC $00.00%0 -50,228-100.0% -$91.42万 清仓
AUPH AURINIA PHARMACEUTICALS INC $00.00%0 -60,813-100.0% -$90.12万 清仓
ARWR ARROWHEAD PHARMACEUTICALS IN $00.00%0 -14,353-100.0% -$89.99万 清仓
AEIS ADVANCED ENERGY INDS $00.00%0 -2,771-100.0% -$89.42万 清仓
INCY INCYTE CORP $00.00%0 -9,461-100.0% -$89.05万 清仓
EYE NATIONAL VISION HLDGS INC $00.00%0 -34,314-100.0% -$88.87万 清仓
LUNR INTUITIVE MACHINES INC $00.00%0 -47,561-100.0% -$88.27万 清仓
ALNT ALLIENT INC $00.00%0 -14,914-100.0% -$88.13万 清仓
BFH BREAD FINANCIAL HOLDINGS INC $00.00%0 -11,666-100.0% -$87.37万 清仓
RL RALPH LAUREN CORP $00.00%0 -2,528-100.0% -$86.96万 清仓
POWL POWELL INDS INC $00.00%0 -4,806-100.0% -$86.68万 清仓
MCY MERCURY GENL CORP NEW $00.00%0 -9,818-100.0% -$86.55万 清仓
AAOI APPLIED OPTOELECTRONICS INC $00.00%0 -10,102-100.0% -$85.45万 清仓
AUGO AURA MINERALS INC $00.00%0 -10,302-100.0% -$84.06万 清仓
SANM SANMINA CORP $00.00%0 -6,478-100.0% -$83.98万 清仓
CTRN CITI TRENDS INC $00.00%0 -18,849-100.0% -$81.65万 清仓
PTCT PTC THERAPEUTICS INC $00.00%0 -11,790-100.0% -$80.33万 清仓
DDS DILLARDS INC $00.00%0 -1,395-100.0% -$79.81万 清仓
TEX TEREX CORP NEW $00.00%0 -13,183-100.0% -$77.91万 清仓
IDCC INTERDIGITAL INC $00.00%0 -2,570-100.0% -$77.61万 清仓
SITM SITIME CORP $00.00%0 -2,225-100.0% -$76.84万 清仓
DINO HF SINCLAIR CORP $00.00%0 -8,869-100.0% -$55.33万 清仓
SMTC SEMTECH CORP $00.00%0 -5,968-100.0% -$45.89万 清仓
ATRO ASTRONICS CORP $00.00%0 -6,529-100.0% -$43.57万 清仓
LEU CENTRUS ENERGY CORP $00.00%0 -2,428-100.0% -$42.15万 清仓
ALGT ALLEGIANT TRAVEL CO $00.00%0 -4,672-100.0% -$37.86万 清仓
SCHW SCHWAB CHARLES CORP $00.00%0 -3,400-100.0% -$31.95万 清仓
— HONEYWELL INTL INC $00.00%0 -1,322-100.0% -$29.88万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -5,112-100.0% -$25.66万 清仓
T AT&T INC $00.00%0 -8,464-100.0% -$24.54万 清仓
SCHX SCHWAB STRATEGIC TR $00.00%0 -8,953-100.0% -$22.96万 清仓
PFE PFIZER INC $00.00%0 -7,911-100.0% -$22.21万 清仓
NEM NEWMONT CORP $00.00%0 -2,000-100.0% -$21.65万 清仓
PANW PALO ALTO NETWORKS INC $00.00%0 -1,302-100.0% -$20.87万 清仓
XLF SELECT SECTOR SPDR TR $00.00%0 -4,060-100.0% -$20.04万 清仓