SummitTX Capital, L.P.
FORT WORTH TX · SEC CIK 0002052310
$32.02亿2026Q1 申报市值
744持仓数
28.2%前十大占比 · 第一大 14.7%
252 / 204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
SPY 加仓+$2.02亿
QQQ 加仓+$6,971.64万
COTERRA ENERGY I 新建仓+$2,830.61万
NVR 新建仓+$2,704.47万
KEX 新建仓+$2,209.18万
2026Q1 卖出最多 按季末市值估算
IVV 清仓-$2.95亿
PYPL 清仓-$2,853.69万
WMT 减仓-$2,635.21万
FTI 重新持有-$2,553.21万
MSFT 清仓-$2,317.36万
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 |
|---|---|---|---|---|---|---|---|---|
| HBM | HUDBAY MINERALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -83,677 | -100.0% | -$235.30万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SVRA | SAVARA INC | $0 | 0.00% | 0 | -373,034 | -100.0% | -$224.94万 | 清仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -10,149 | -100.0% | -$224.18万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -24,187 | -100.0% | -$221.58万 | 清仓 |
| ANNX | ANNEXON INC | $0 | 0.00% | 0 | -438,497 | -100.0% | -$220.13万 | 清仓 |
| MSM | MSC INDL DIRECT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CORZ | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | -147,096 | -100.0% | -$214.17万 | 清仓 |
| ESAB | ESAB CORPORATION | $0 | 0.00% | 0 | -19,126 | -100.0% | -$213.68万 | 清仓 |
| — | AMERICAN WOODMARK CORPORATIO | $0 | 0.00% | 0 | -38,826 | -100.0% | -$209.27万 | 清仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $0 | 0.00% | 0 | -48,808 | -100.0% | -$201.33万 | 清仓 |
| PRKS | UNITED PARKS & RESORTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -9,488 | -100.0% | -$183.65万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -6,061 | -100.0% | -$175.88万 | 清仓 |
| — | BIOLIFE SOLUTIONS INC | $0 | 0.00% | 0 | -72,266 | -100.0% | -$174.74万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -8,774 | -100.0% | -$170.28万 | 清仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | -17,798 | -100.0% | -$167.21万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -15,246 | -100.0% | -$166.96万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -91,653 | -100.0% | -$165.71万 | 清仓 |
| AAP | ADVANCE AUTO PARTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -20,972 | -100.0% | -$158.30万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APLE | APPLE HOSPITALITY REIT INC | $0 | 0.00% | 0 | -133,444 | -100.0% | -$158.13万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -13,567 | -100.0% | -$157.50万 | 清仓 |
| FULC | FULCRUM THERAPEUTICS INC | $0 | 0.00% | 0 | -138,143 | -100.0% | -$156.24万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | -16,123 | -100.0% | -$144.98万 | 清仓 |
| — | ENVIRI CORP | $0 | 0.00% | 0 | -80,030 | -100.0% | -$143.41万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DORM | DORMAN PRODS INC | $0 | 0.00% | 0 | -11,506 | -100.0% | -$141.74万 | 清仓 |
| VOYA | VOYA FINANCIAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STAA | STAAR SURGICAL CO 看跌期权 | $0 | 0.00% | 0 | -59,100 | -100.0% | -$136.46万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -15,202 | -100.0% | -$132.41万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -6,398 | -100.0% | -$124.82万 | 清仓 |
| OMF | ONEMAIN HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -3,512 | -100.0% | -$121.55万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -7,342 | -100.0% | -$119.40万 | 清仓 |
| RGA | REINSURANCE GRP OF AMERICA I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OCUL | OCULAR THERAPEUTIX INC | $0 | 0.00% | 0 | -94,680 | -100.0% | -$114.94万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -8,593 | -100.0% | -$114.11万 | 清仓 |
| RXO | RXO INC | $0 | 0.00% | 0 | -89,377 | -100.0% | -$112.97万 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -26,220 | -100.0% | -$109.84万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STAA | STAAR SURGICAL CO | $0 | 0.00% | 0 | -46,373 | -100.0% | -$107.08万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -5,053 | -100.0% | -$105.48万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -24,178 | -100.0% | -$104.79万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -12,323 | -100.0% | -$98.95万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -30,476 | -100.0% | -$98.47万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -11,046 | -100.0% | -$94.72万 | 清仓 |
| AS | AMER SPORTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDU | MDU RES GROUP INC | $0 | 0.00% | 0 | -46,978 | -100.0% | -$91.70万 | 清仓 |
| — | ASPEN INSURANCE HOLDINGS LTD | $0 | 0.00% | 0 | -24,540 | -100.0% | -$91.04万 | 清仓 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | -3,684 | -100.0% | -$88.57万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -27,643 | -100.0% | -$83.40万 | 清仓 |
| PBF | PBF ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -3,854 | -100.0% | -$81.68万 | 清仓 |
| MUR | MURPHY OIL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -6,201 | -100.0% | -$81.25万 | 清仓 |
| TREX | TREX CO INC | $0 | 0.00% | 0 | -23,055 | -100.0% | -$80.88万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -5,649 | -100.0% | -$80.35万 | 清仓 |
| STAA | STAAR SURGICAL CO 看涨期权 | $0 | 0.00% | 0 | -33,900 | -100.0% | -$78.28万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -5,919 | -100.0% | -$78.07万 | 清仓 |
| PSN | PARSONS CORP DEL | $0 | 0.00% | 0 | -12,611 | -100.0% | -$77.94万 | 清仓 |
| BYD | BOYD GAMING CORP | $0 | 0.00% | 0 | -9,054 | -100.0% | -$77.18万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -2,271 | -100.0% | -$77.07万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -4,337 | -100.0% | -$76.99万 | 清仓 |
| PBR | PETROLEO BRASILEIRO SA PETRO | $0 | 0.00% | 0 | -64,220 | -100.0% | -$76.10万 | 清仓 |
| LCII | LCI INDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| YEXT | YEXT INC | $0 | 0.00% | 0 | -89,788 | -100.0% | -$72.37万 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,951 | -100.0% | -$71.19万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -39,616 | -100.0% | -$70.64万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -5,989 | -100.0% | -$70.23万 | 清仓 |
| BELFB | BEL FUSE INC | $0 | 0.00% | 0 | -4,033 | -100.0% | -$68.41万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -2,264 | -100.0% | -$66.93万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | -27,708 | -100.0% | -$66.31万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -17,222 | -100.0% | -$64.36万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | -13,726 | -100.0% | -$63.06万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,612 | -100.0% | -$62.43万 | 清仓 |
| AGCO | AGCO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | -5,603 | -100.0% | -$61.73万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -4,452 | -100.0% | -$60.71万 | 清仓 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -16,166 | -100.0% | -$59.44万 | 清仓 |
| PBA | PEMBINA PIPELINE CORP | $0 | 0.00% | 0 | -15,061 | -100.0% | -$57.32万 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -40,290 | -100.0% | -$55.88万 | 清仓 |
| RELY | REMITLY GLOBAL INC | $0 | 0.00% | 0 | -38,340 | -100.0% | -$52.91万 | 清仓 |
| WS | WORTHINGTON STL INC | $0 | 0.00% | 0 | -15,280 | -100.0% | -$52.90万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -7,126 | -100.0% | -$51.03万 | 清仓 |