SummitTX Capital, L.P.
FORT WORTH TX · SEC CIK 0002052310
$38.85亿2026Q2 申报市值
762持仓数
28.7%前十大占比 · 第一大 12.3%
256 / 313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
QQQ 加仓+$6,696.53万
ADI 加仓+$6,242.28万
XLI 新建仓+$3,578.03万
AMD 新建仓+$2,495.53万
MMM 加仓+$2,297.97万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$6,195.88万
LLY 重新持有-$3,900.43万
MTH 减仓-$3,441.92万
GE 减仓-$3,211.13万
RSP 减仓-$3,108.78万
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 |
|---|---|---|---|---|---|---|---|---|
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -56,972 | -100.0% | -$141.75万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -6,668 | -100.0% | -$138.75万 | 清仓 |
| UDR | UDR INC | $0 | 0.00% | 0 | -40,167 | -100.0% | -$135.68万 | 清仓 |
| RBC | RBC BEARINGS INC | $0 | 0.00% | 0 | -2,496 | -100.0% | -$135.56万 | 清仓 |
| ATR | APTARGROUP INC | $0 | 0.00% | 0 | -10,688 | -100.0% | -$134.69万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -1,713 | -100.0% | -$132.35万 | 清仓 |
| — | VERIS RESIDENTIAL INC | $0 | 0.00% | 0 | -69,900 | -100.0% | -$131.90万 | 清仓 |
| GO | GROCERY OUTLET HLDG CORP | $0 | 0.00% | 0 | -184,578 | -100.0% | -$130.13万 | 清仓 |
| PVH | PVH CORPORATION | $0 | 0.00% | 0 | -18,305 | -100.0% | -$127.70万 | 清仓 |
| REXR | REXFORD INDL RLTY INC | $0 | 0.00% | 0 | -38,730 | -100.0% | -$126.76万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -8,240 | -100.0% | -$126.15万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | -92,476 | -100.0% | -$124.94万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -7,000 | -100.0% | -$124.51万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -34,401 | -100.0% | -$122.81万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -12,231 | -100.0% | -$121.58万 | 清仓 |
| PRMB | PRIMO BRANDS CORPORATION | $0 | 0.00% | 0 | -64,428 | -100.0% | -$121.32万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -12,173 | -100.0% | -$119.99万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -9,790 | -100.0% | -$118.99万 | 清仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $0 | 0.00% | 0 | -28,767 | -100.0% | -$118.72万 | 清仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $0 | 0.00% | 0 | -118,773 | -100.0% | -$118.06万 | 清仓 |
| AXTI | AXT INC | $0 | 0.00% | 0 | -20,498 | -100.0% | -$116.80万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -17,509 | -100.0% | -$113.81万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -14,976 | -100.0% | -$113.20万 | 清仓 |
| LEU | CENTRUS ENERGY CORP | $0 | 0.00% | 0 | -6,386 | -100.0% | -$110.85万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -2,019 | -100.0% | -$110.85万 | 清仓 |
| — | ALIGOS THERAPEUTICS INC | $0 | 0.00% | 0 | -148,799 | -100.0% | -$110.56万 | 清仓 |
| PECO | PHILLIPS EDISON & CO INC | $0 | 0.00% | 0 | -29,490 | -100.0% | -$110.35万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | -581 | -100.0% | -$109.50万 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -54,604 | -100.0% | -$109.48万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -41,460 | -100.0% | -$109.16万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -4,529 | -100.0% | -$108.42万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -4,404 | -100.0% | -$107.05万 | 清仓 |
| AG | FIRST MAJESTIC SILVER CORP | $0 | 0.00% | 0 | -49,811 | -100.0% | -$106.99万 | 清仓 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -10,883 | -100.0% | -$106.70万 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -7,448 | -100.0% | -$105.90万 | 清仓 |
| STWD | STARWOOD PPTY TR INC | $0 | 0.00% | 0 | -60,690 | -100.0% | -$104.51万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -13,197 | -100.0% | -$103.87万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -9,842 | -100.0% | -$100.57万 | 清仓 |
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -3,221 | -100.0% | -$97.27万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -42,488 | -100.0% | -$96.75万 | 清仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $0 | 0.00% | 0 | -43,124 | -100.0% | -$94.61万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -7,539 | -100.0% | -$92.07万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -4,367 | -100.0% | -$91.03万 | 清仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $0 | 0.00% | 0 | -67,658 | -100.0% | -$89.11万 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -52,737 | -100.0% | -$88.60万 | 清仓 |
| TPC | TUTOR PERINI CORP | $0 | 0.00% | 0 | -11,445 | -100.0% | -$88.34万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -1,255 | -100.0% | -$88.20万 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -38,864 | -100.0% | -$88.03万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | -13,550 | -100.0% | -$87.57万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -3,676 | -100.0% | -$87.57万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -23,136 | -100.0% | -$86.11万 | 清仓 |
| NXE | NEXGEN ENERGY LTD | $0 | 0.00% | 0 | -74,231 | -100.0% | -$86.11万 | 清仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $0 | 0.00% | 0 | -25,576 | -100.0% | -$85.42万 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -5,207 | -100.0% | -$85.06万 | 清仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $0 | 0.00% | 0 | -97,910 | -100.0% | -$84.69万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -37,145 | -100.0% | -$84.39万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -20,351 | -100.0% | -$81.87万 | 清仓 |
| VERA | VERA THERAPEUTICS INC | $0 | 0.00% | 0 | -20,244 | -100.0% | -$81.44万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -9,408 | -100.0% | -$79.58万 | 清仓 |
| KLAR | KLARNA GROUP PLC | $0 | 0.00% | 0 | -60,138 | -100.0% | -$78.72万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -16,835 | -100.0% | -$77.39万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -4,529 | -100.0% | -$76.60万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -1,984 | -100.0% | -$75.37万 | 清仓 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | -5,398 | -100.0% | -$75.12万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -3,602 | -100.0% | -$74.23万 | 清仓 |
| CAKE | CHEESECAKE FACTORY INC | $0 | 0.00% | 0 | -13,510 | -100.0% | -$73.97万 | 清仓 |
| SLG | SL GREEN RLTY CORP | $0 | 0.00% | 0 | -19,559 | -100.0% | -$72.25万 | 清仓 |
| QS | QUANTUMSCAPE CORP | $0 | 0.00% | 0 | -112,558 | -100.0% | -$71.81万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -5,432 | -100.0% | -$71.70万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -9,123 | -100.0% | -$65.52万 | 清仓 |
| FRMI | FERMI INC | $0 | 0.00% | 0 | -111,000 | -100.0% | -$64.82万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -6,573 | -100.0% | -$64.67万 | 清仓 |
| HIW | HIGHWOODS PPTYS INC | $0 | 0.00% | 0 | -29,587 | -100.0% | -$63.35万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -54,644 | -100.0% | -$63.06万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -6,018 | -100.0% | -$61.35万 | 清仓 |
| NJR | NEW JERSEY RES CORP | $0 | 0.00% | 0 | -10,840 | -100.0% | -$59.53万 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -44,955 | -100.0% | -$58.98万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -1,990 | -100.0% | -$57.85万 | 清仓 |
| — | TWO HARBORS INVENTMENT CORPO | $0 | 0.00% | 0 | -50,100 | -100.0% | -$57.21万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -4,789 | -100.0% | -$56.06万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -30,484 | -100.0% | -$55.91万 | 清仓 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | -11,156 | -100.0% | -$54.89万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -2,831 | -100.0% | -$53.94万 | 清仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $0 | 0.00% | 0 | -42,446 | -100.0% | -$53.78万 | 清仓 |
| EEFT | EURONET WORLDWIDE INC | $0 | 0.00% | 0 | -8,003 | -100.0% | -$53.12万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -11,129 | -100.0% | -$52.23万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -9,224 | -100.0% | -$52.17万 | 清仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $0 | 0.00% | 0 | -62,094 | -100.0% | -$51.54万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -2,660 | -100.0% | -$51.31万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -7,539 | -100.0% | -$50.91万 | 清仓 |
| NXT | NEXTPOWER INC | $0 | 0.00% | 0 | -4,171 | -100.0% | -$50.28万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -288 | -100.0% | -$49.80万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -3,213 | -100.0% | -$49.79万 | 清仓 |
| ONDS | ONDAS INC | $0 | 0.00% | 0 | -54,685 | -100.0% | -$49.44万 | 清仓 |
| USAR | USA RARE EARTH INC | $0 | 0.00% | 0 | -31,917 | -100.0% | -$48.31万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -3,444 | -100.0% | -$48.07万 | 清仓 |
| TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | -9,620 | -100.0% | -$47.90万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -6,110 | -100.0% | -$47.59万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -6,353 | -100.0% | -$47.30万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$46.73万 | 清仓 |