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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $4,595.53万 | 5.13% | 229,673 | 1,404 | 0.6% | $28.09万 | 加仓 |
| ALAB | ASTERA LABS INC | $4,474.94万 | 5.00% | 92,645 | -7,584 | -7.6% | -$366.32万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $3,529.93万 | 3.94% | 30,581 | 586 | 2.0% | $67.64万 | 加仓 |
| GOOGL | ALPHABET INC | $3,108.51万 | 3.47% | 86,983 | 1,155 | 1.3% | $41.28万 | 加仓 |
| AAPL | APPLE INC | $3,085.40万 | 3.45% | 106,629 | -4,931 | -4.4% | -$142.68万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,881.19万 | 3.22% | 96,720 | 1,795 | 1.9% | $53.47万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2,482.66万 | 2.77% | 247,573 | 52,318 | 26.8% | $524.64万 | 加仓 |
| LLY | ELI LILLY & CO | $2,389.98万 | 2.67% | 19,926 | 633 | 3.3% | $75.92万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,298.12万 | 2.57% | 53,034 | 1,319 | 2.6% | $57.16万 | 加仓 |
| TSLA | TESLA INC | $2,279.86万 | 2.55% | 54,205 | 1,082 | 2.0% | $45.51万 | 加仓 |
| GEV | GE VERNOVA INC | $2,232.47万 | 2.49% | 19,002 | 712 | 3.9% | $83.65万 | 加仓 |
| C | CITIGROUP INC | $2,082.93万 | 2.33% | 148,823 | 23 | 0.0% | $3,219 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,080.07万 | 2.32% | 62,125 | -3,835 | -5.8% | -$128.40万 | 减仓 |
| AMZN | AMAZON COM INC | $1,957.72万 | 2.19% | 82,140 | 2,802 | 3.5% | $66.78万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $1,864.48万 | 2.08% | 21,729 | -3,818 | -14.9% | -$327.61万 | 减仓 |
| TER | TERADYNE INC | $1,725.95万 | 1.93% | 35,672 | 1,322 | 3.8% | $63.96万 | 加仓 |
| SHOP | SHOPIFY INC | $1,722.77万 | 1.92% | 150,882 | 53,780 | 55.4% | $614.06万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1,605.19万 | 1.79% | 895,254 | 895,254 | — | $1,605.19万 | 新建仓 |
| RDDT | REDDIT INC | $1,569.20万 | 1.75% | 90,402 | 14,866 | 19.7% | $258.04万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,517.27万 | 1.69% | 89,314 | 4,343 | 5.1% | $73.78万 | 加仓 |
| META | META PLATFORMS INC | $1,509.67万 | 1.69% | 26,801 | 3,775 | 16.4% | $212.64万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $1,503.86万 | 1.68% | 65,539 | -355 | -0.5% | -$8.15万 | 减仓 |
| ENTG | ENTEGRIS INC | $1,497.26万 | 1.67% | 83,246 | 83,246 | — | $1,497.26万 | 新建仓 |
| PWR | QUANTA SVCS INC | $1,477.16万 | 1.65% | 20,515 | 1,345 | 7.0% | $96.85万 | 加仓 |
| P | EVERPURE INC | $1,363.74万 | 1.52% | 173,086 | 166,989 | 2,738.9% | $1,315.71万 | 加仓 |
| SNPS | SYNOPSYS INC | $1,359.09万 | 1.52% | 30,468 | 12,839 | 72.8% | $572.71万 | 加仓 |
| APP | APPLOVIN CORP | $1,277.92万 | 1.43% | 24,803 | -1,359 | -5.2% | -$70.02万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,254.81万 | 1.40% | 41,684 | 11,386 | 37.6% | $342.75万 | 加仓 |
| DIS | DISNEY WALT CO | $1,216.16万 | 1.36% | 126,354 | 121,664 | 2,594.1% | $1,171.02万 | 加仓 |
| SYM | SYMBOTIC INC | $1,164.56万 | 1.30% | 259,079 | 259,079 | — | $1,164.56万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $1,070.70万 | 1.20% | 170,250 | 7,653 | 4.7% | $48.13万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $915.23万 | 1.02% | 14,678 | 14,393 | 5,050.2% | $897.46万 | 加仓 |
| BA | BOEING CO | $840.42万 | 0.94% | 38,824 | 2,503 | 6.9% | $54.18万 | 加仓 |
| CVX | CHEVRON CORPORATION | $772.58万 | 0.86% | 46,608 | -30,516 | -39.6% | -$505.84万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $622.78万 | 0.70% | 36,450 | 36,450 | — | $622.78万 | 新建仓 |
| CAT | CATERPILLAR INC | $601.88万 | 0.67% | 5,652 | 105 | 1.9% | $11.18万 | 加仓 |
| MP | MP MATERIALS CORP | $558.65万 | 0.62% | 99,742 | 99,742 | — | $558.65万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $522.99万 | 0.58% | 13,151 | -11,544 | -46.7% | -$459.08万 | 减仓 |
| ABBV | ABBVIE INC | $439.34万 | 0.49% | 17,459 | -296 | -1.7% | -$7.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $421.01万 | 0.47% | 12,862 | -95 | -0.7% | -$3.11万 | 减仓 |
| CSCO | CISCO SYS INC | $405.18万 | 0.45% | 34,495 | -5,543 | -13.8% | -$65.11万 | 减仓 |
| CMI | CUMMINS INC | $399.04万 | 0.45% | 5,595 | 95 | 1.7% | $6.78万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $393.88万 | 0.44% | 15,509 | 150 | 1.0% | $3.81万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $378.59万 | 0.42% | 5,070 | 416 | 8.9% | $31.06万 | 加仓 |
| IXC | ISHARES TR | $349.94万 | 0.39% | 71,228 | 868 | 1.2% | $4.26万 | 加仓 |
| AVGO | BROADCOM INC | $343.49万 | 0.38% | 9,093 | -381 | -4.0% | -$14.39万 | 减仓 |
| AGL | AGILON HEALTH INC | $333.79万 | 0.37% | 31,143 | 31,143 | — | $333.79万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $326.61万 | 0.36% | 35,813 | 744 | 2.1% | $6.79万 | 加仓 |
| QQQ | INVESCO QQQ TR | $312.36万 | 0.35% | 4,242 | 73 | 1.8% | $5.38万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $303.16万 | 0.34% | 10,780 | 392 | 3.8% | $11.02万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $289.45万 | 0.32% | 2,862 | -9 | -0.3% | -$9,102 | 减仓 |
| MRK | MERCK & CO INC | $281.63万 | 0.31% | 21,917 | 354 | 1.6% | $4.55万 | 加仓 |
| BAC | BANK OF AMER CORP | $280.76万 | 0.31% | 49,273 | 580 | 1.2% | $3.30万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $278.68万 | 0.31% | 19,073 | -50 | -0.3% | -$7,306 | 减仓 |
| WFC | WELLS FARGO & CO | $269.94万 | 0.30% | 32,665 | -31,394 | -49.0% | -$259.44万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $267.93万 | 0.30% | 35,069 | 1,076 | 3.2% | $8.22万 | 加仓 |
| WMB | WILLIAMS COS INC | $254.91万 | 0.28% | 34,290 | -143 | -0.4% | -$1.06万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $247.07万 | 0.28% | 35,708 | 536 | 1.5% | $3.71万 | 加仓 |
| ADI | ANALOG DEVICES INC | $231.99万 | 0.26% | 5,841 | 143 | 2.5% | $5.68万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $230.56万 | 0.26% | 3,969 | 11 | 0.3% | $6,390 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $229.76万 | 0.26% | 5,528 | -1,384 | -20.0% | -$57.52万 | 减仓 |
| GOOG | ALPHABET INC | $225.71万 | 0.25% | 6,388 | 24 | 0.4% | $8,480 | 加仓 |
| NEE | NEXTERA ENERGY INC | $225.04万 | 0.25% | 25,640 | 222 | 0.9% | $1.95万 | 加仓 |
| HD | HOME DEPOT INC | $215.84万 | 0.24% | 6,120 | 106 | 1.8% | $3.74万 | 加仓 |
| NUE | NUCOR CORP | $211.14万 | 0.24% | 9,479 | 143 | 1.5% | $3.19万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $206.17万 | 0.23% | 7,581 | -522 | -6.4% | -$14.20万 | 减仓 |
| CB | CHUBB LIMITED | $200.08万 | 0.22% | 5,872 | 88 | 1.5% | $3.00万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $199.18万 | 0.22% | 2,610 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $188.31万 | 0.21% | 5,986 | 118 | 2.0% | $3.71万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $184.96万 | 0.21% | 64,854 | 64,854 | — | $184.96万 | 新建仓 |
| ICHR | ICHOR HOLDINGS | $184.64万 | 0.21% | 16,445 | 16,445 | — | $184.64万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $184.10万 | 0.21% | 5,197 | 122 | 2.4% | $4.32万 | 加仓 |
| DAVE | DAVE INC | $183.54万 | 0.20% | 4,926 | 1,766 | 55.9% | $65.80万 | 重新持有 |
| AMN | AMN HEALTHCARE SVCS INC | $174.82万 | 0.20% | 54,008 | 54,008 | — | $174.82万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $174.38万 | 0.19% | 10,031 | 82 | 0.8% | $1.43万 | 加仓 |
| GRRR | GORILLA TECHNOLOGY GROUP INC | $168.21万 | 0.19% | 84,611 | 84,611 | — | $168.21万 | 新建仓 |
| QCOM | QUALCOMM INC | $164.87万 | 0.18% | 8,922 | -2,819 | -24.0% | -$52.09万 | 减仓 |
| TSN | TYSON FOODS INC | $163.87万 | 0.18% | 28,623 | 757 | 2.7% | $4.33万 | 加仓 |
| SBUX | STARBUCKS CORP | $163.42万 | 0.18% | 15,992 | 15,992 | — | $163.42万 | 新建仓 |
| NUTX | NUTEX HEALTH INC | $160.41万 | 0.18% | 9,387 | 9,387 | — | $160.41万 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO | $159.97万 | 0.18% | 19,163 | 19,163 | — | $159.97万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $154.53万 | 0.17% | 1,841 | -959 | -34.2% | -$80.49万 | 减仓 |
| VSAT | VIASAT INC | $154.20万 | 0.17% | 17,170 | 17,170 | — | $154.20万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $148.99万 | 0.17% | 7,232 | 275 | 4.0% | $5.67万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $145.25万 | 0.16% | 8,715 | 8,715 | — | $145.25万 | 新建仓 |
| BLLN | BILLIONTOONE INC | $142.91万 | 0.16% | 11,911 | 11,911 | — | $142.91万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $142.02万 | 0.16% | 24,647 | 468 | 1.9% | $2.70万 | 加仓 |
| MKC | MCCORMICK & CO INC | $135.49万 | 0.15% | 26,873 | 26,873 | — | $135.49万 | 新建仓 |
| PENN | PENN ENTERTAINMENT INC | $135.24万 | 0.15% | 63,314 | 63,314 | — | $135.24万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $135.15万 | 0.15% | 5,672 | 142 | 2.6% | $3.38万 | 加仓 |
| CARE | CARTER BANKSHARES INC | $134.61万 | 0.15% | 39,579 | 39,579 | — | $134.61万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $133.06万 | 0.15% | 10,532 | -6,977 | -39.8% | -$88.15万 | 减仓 |
| DK | DELEK US HLDGS INC NEW | $132.43万 | 0.15% | 26,063 | 26,063 | — | $132.43万 | 新建仓 |
| PEP | PEPSICO INC | $132.01万 | 0.15% | 9,750 | 172 | 1.8% | $2.33万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $130.09万 | 0.15% | 52,989 | 1,550 | 3.0% | $3.81万 | 加仓 |
| KR | KROGER CO | $129.82万 | 0.14% | 23,378 | 483 | 2.1% | $2.68万 | 加仓 |
| HZO | MARINEMAX INC | $128.98万 | 0.14% | 35,220 | 35,220 | — | $128.98万 | 新建仓 |
| CALY | CALLAWAY GOLF CO | $128.70万 | 0.14% | 68,492 | 68,492 | — | $128.70万 | 新建仓 |
| AGX | ARGAN INC | $127.77万 | 0.14% | 1,600 | -1,289 | -44.6% | -$102.93万 | 重新持有 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $125.91万 | 0.14% | 36,740 | 36,740 | — | $125.91万 | 新建仓 |