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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3,981.01万 | 5.79% | 228,269 | 4,310 | 1.9% | $75.17万 | 加仓 |
| AAPL | APPLE INC | $2,831.27万 | 4.11% | 111,560 | 13,479 | 13.7% | $342.08万 | 加仓 |
| GOOGL | ALPHABET INC | $2,468.07万 | 3.59% | 85,828 | 3,373 | 4.1% | $96.99万 | 加仓 |
| TSLA | TESLA INC | $1,974.85万 | 2.87% | 53,123 | 4,278 | 8.8% | $159.03万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $1,795.34万 | 2.61% | 25,547 | 25,547 | — | $1,795.34万 | 新建仓 |
| LLY | ELI LILLY & CO | $1,774.51万 | 2.58% | 19,293 | 3,742 | 24.1% | $344.18万 | 加仓 |
| C | CITIGROUP INC | $1,687.54万 | 2.45% | 148,800 | -30,300 | -16.9% | -$343.63万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1,652.83万 | 2.40% | 65,960 | -25,972 | -28.3% | -$650.81万 | 减仓 |
| AMZN | AMAZON COM INC | $1,652.37万 | 2.40% | 79,338 | 14,235 | 21.9% | $296.47万 | 加仓 |
| GEV | GE VERNOVA INC | $1,596.53万 | 2.32% | 18,290 | -14,027 | -43.4% | -$1,224.42万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,595.70万 | 2.32% | 77,124 | 74,885 | 3,344.6% | $1,549.37万 | 加仓 |
| RKT | ROCKET COS INC | $1,362.99万 | 1.98% | 956,485 | 40,910 | 4.5% | $58.30万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1,353.12万 | 1.97% | 195,255 | 55,361 | 39.6% | $383.65万 | 加仓 |
| META | META PLATFORMS INC | $1,317.39万 | 1.91% | 23,026 | 2,900 | 14.4% | $165.92万 | 加仓 |
| DE | DEERE & CO | $1,309.79万 | 1.90% | 23,252 | 23,252 | — | $1,309.79万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $1,301.04万 | 1.89% | 141,310 | 4,349 | 3.2% | $40.04万 | 加仓 |
| EME | EMCOR GROUP INC | $1,200.79万 | 1.75% | 16,264 | 1,106 | 7.3% | $81.66万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,186.21万 | 1.72% | 81,092 | 81,092 | — | $1,186.21万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $1,186.09万 | 1.72% | 65,894 | 3,560 | 5.7% | $64.08万 | 加仓 |
| SHOP | SHOPIFY INC | $1,151.82万 | 1.67% | 97,102 | 3,767 | 4.0% | $44.68万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,138.41万 | 1.65% | 24,695 | 244 | 1.0% | $11.25万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,104.94万 | 1.61% | 51,715 | -22,165 | -30.0% | -$473.58万 | 减仓 |
| ALAB | ASTERA LABS INC | $1,098.51万 | 1.60% | 100,229 | 4,636 | 4.8% | $50.81万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,052.47万 | 1.53% | 19,170 | -8,817 | -31.5% | -$484.07万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,043.27万 | 1.52% | 84,971 | 6,758 | 8.6% | $82.97万 | 加仓 |
| APP | APPLOVIN CORP | $1,041.25万 | 1.51% | 26,162 | 7,676 | 41.5% | $305.50万 | 加仓 |
| TER | TERADYNE INC | $1,018.34万 | 1.48% | 34,350 | 34,350 | — | $1,018.34万 | 新建仓 |
| RDDT | REDDIT INC | $1,017.09万 | 1.48% | 75,536 | 36,371 | 92.9% | $489.74万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,013.35万 | 1.47% | 29,995 | 27,767 | 1,246.3% | $938.08万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,002.47万 | 1.46% | 30,298 | 30,298 | — | $1,002.47万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $955.75万 | 1.39% | 162,597 | 162,597 | — | $955.75万 | 新建仓 |
| EQT | EQT CORP | $954.03万 | 1.39% | 149,911 | 149,911 | — | $954.03万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $940.23万 | 1.37% | 94,925 | 94,925 | — | $940.23万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $928.45万 | 1.35% | 33,248 | 15,740 | 89.9% | $439.54万 | 加仓 |
| CME | CME GROUP INC | $877.63万 | 1.28% | 29,715 | 24,418 | 461.0% | $721.19万 | 加仓 |
| BA | BOEING CO | $722.90万 | 1.05% | 36,321 | 36,321 | — | $722.90万 | 新建仓 |
| SNPS | SYNOPSYS INC | $698.95万 | 1.02% | 17,629 | 17,629 | — | $698.95万 | 新建仓 |
| WFC | WELLS FARGO & CO | $509.97万 | 0.74% | 64,059 | 58,911 | 1,144.3% | $468.99万 | 加仓 |
| IXC | ISHARES TR | $405.34万 | 0.59% | 70,360 | 3,086 | 4.6% | $17.78万 | 加仓 |
| CAT | CATERPILLAR INC | $392.98万 | 0.57% | 5,547 | 2,620 | 89.5% | $185.62万 | 加仓 |
| ABBV | ABBVIE INC | $386.15万 | 0.56% | 17,755 | 1,835 | 11.5% | $39.91万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $381.14万 | 0.55% | 12,957 | 2,119 | 19.6% | $62.33万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $375.44万 | 0.55% | 15,359 | 1,166 | 8.2% | $28.50万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $342.03万 | 0.50% | 5,724 | 5,724 | — | $342.03万 | 新建仓 |
| CSCO | CISCO SYS INC | $310.65万 | 0.45% | 40,038 | 2,888 | 7.8% | $22.41万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $302.67万 | 0.44% | 4,654 | 92 | 2.0% | $5.98万 | 加仓 |
| CMI | CUMMINS INC | $295.91万 | 0.43% | 5,500 | -1,324 | -19.4% | -$71.23万 | 减仓 |
| AVGO | BROADCOM INC | $293.23万 | 0.43% | 9,474 | -497 | -5.0% | -$15.38万 | 减仓 |
| MRK | MERCK & CO INC | $259.38万 | 0.38% | 21,563 | 1,443 | 7.2% | $17.36万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $251.80万 | 0.37% | 10,388 | -960 | -8.5% | -$23.27万 | 减仓 |
| WMB | WILLIAMS COS INC | $250.60万 | 0.36% | 34,433 | 562 | 1.7% | $4.09万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $250.42万 | 0.36% | 19,123 | 1,131 | 6.3% | $14.81万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $247.10万 | 0.36% | 33,993 | 1,528 | 4.7% | $11.11万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $244.02万 | 0.35% | 17,509 | -6,644 | -27.5% | -$92.60万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $242.88万 | 0.35% | 2,871 | 172 | 6.4% | $14.55万 | 加仓 |
| QQQ | INVESCO QQQ TR | $240.63万 | 0.35% | 4,169 | 139 | 3.4% | $8.02万 | 加仓 |
| BAC | BANK AMERICA CORP | $237.38万 | 0.34% | 48,693 | 3,697 | 8.2% | $18.02万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $236.08万 | 0.34% | 25,418 | 14,880 | 141.2% | $138.21万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $226.58万 | 0.33% | 35,069 | 1,611 | 4.8% | $10.41万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $202.66万 | 0.29% | 35,172 | 1,453 | 4.3% | $8.37万 | 加仓 |
| HD | HOME DEPOT INC | $197.79万 | 0.29% | 6,014 | 352 | 6.2% | $11.58万 | 加仓 |
| CB | CHUBB LTD SWITZ | $188.52万 | 0.27% | 5,784 | 255 | 4.6% | $8.31万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $187.03万 | 0.27% | 6,912 | 217 | 3.2% | $5.87万 | 加仓 |
| GOOG | ALPHABET INC | $182.56万 | 0.27% | 6,364 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $181.28万 | 0.26% | 5,698 | 210 | 3.8% | $6.68万 | 加仓 |
| TSN | TYSON FOODS INC | $178.54万 | 0.26% | 27,866 | 1,202 | 4.5% | $7.70万 | 加仓 |
| NKE | NIKE INC | $176.73万 | 0.26% | 33,459 | 1,432 | 4.5% | $7.56万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $174.18万 | 0.25% | 5,075 | 229 | 4.7% | $7.86万 | 加仓 |
| SM | SM ENERGY COMPANY | $172.39万 | 0.25% | 55,288 | 55,288 | — | $172.39万 | 新建仓 |
| GLW | CORNING INC | $172.19万 | 0.25% | 12,664 | -6,329 | -33.3% | -$86.06万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $168.41万 | 0.24% | 5,868 | 254 | 4.5% | $7.29万 | 加仓 |
| KR | KROGER CO | $165.67万 | 0.24% | 22,895 | 874 | 4.0% | $6.32万 | 加仓 |
| NUE | NUCOR CORP | $157.87万 | 0.23% | 9,336 | 424 | 4.8% | $7.17万 | 加仓 |
| FSLR | FIRST SOLAR INC | $157.06万 | 0.23% | 7,962 | -51,226 | -86.5% | -$1,010.48万 | 减仓 |
| QCOM | QUALCOMM INC | $151.20万 | 0.22% | 11,741 | -37,166 | -76.0% | -$478.62万 | 减仓 |
| PEP | PEPSICO INC | $148.74万 | 0.22% | 9,578 | 7,072 | 282.2% | $109.82万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $147.68万 | 0.21% | 51,439 | 17,005 | 49.4% | $48.82万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $146.65万 | 0.21% | 24,179 | 1,163 | 5.1% | $7.05万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $141.31万 | 0.21% | 2,338 | 88 | 3.9% | $5.32万 | 加仓 |
| MCD | MCDONALDS CORP | $139.20万 | 0.20% | 4,479 | 1,724 | 62.6% | $53.58万 | 加仓 |
| NTRS | NORTHERN TR CORP | $138.86万 | 0.20% | 9,949 | 2,460 | 32.8% | $34.33万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $136.39万 | 0.20% | 6,957 | 380 | 5.8% | $7.45万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $127.29万 | 0.18% | 16,985 | -676 | -3.8% | -$5.07万 | 减仓 |
| WMT | WALMART INC | $123.15万 | 0.18% | 9,909 | 4,914 | 98.4% | $61.07万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $122.34万 | 0.18% | 2,578 | 2,578 | — | $122.34万 | 新建仓 |
| LEN | LENNAR CORP | $121.83万 | 0.18% | 14,029 | -275 | -1.9% | -$2.39万 | 减仓 |
| RTX | RTX CORPORATION | $120.43万 | 0.18% | 6,243 | 727 | 13.2% | $14.02万 | 加仓 |
| PKG | PACKAGING CORP AMER | $117.36万 | 0.17% | 5,530 | 235 | 4.4% | $4.99万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $114.34万 | 0.17% | 9,685 | 242 | 2.6% | $2.86万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $114.04万 | 0.17% | 2,800 | 45 | 1.6% | $1.83万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $113.70万 | 0.17% | 27,846 | 9,655 | 53.1% | $39.42万 | 加仓 |
| MKSI | MKS INC. | $112.12万 | 0.16% | 4,879 | 4,879 | — | $112.12万 | 新建仓 |
| EVRG | EVERGY INC | $110.45万 | 0.16% | 13,483 | 725 | 5.7% | $5.94万 | 加仓 |
| VICR | VICOR CORP | $108.74万 | 0.16% | 6,754 | 6,754 | — | $108.74万 | 新建仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $107.71万 | 0.16% | 23,735 | 23,735 | — | $107.71万 | 新建仓 |
| FIVE | FIVE BELOW INC | $106.93万 | 0.16% | 4,680 | -1,262 | -21.2% | -$28.83万 | 减仓 |
| JBL | JABIL INC | $105.51万 | 0.15% | 3,972 | -147 | -3.6% | -$3.90万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $104.67万 | 0.15% | 7,985 | 465 | 6.2% | $6.10万 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC | $102.67万 | 0.15% | 30,056 | 282 | 0.9% | $9,633 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $101.90万 | 0.15% | 2,610 | 1,700 | 186.8% | $66.37万 | 加仓 |