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 |
|---|---|---|---|---|---|---|---|---|
| AHR | AMERICAN HEALTHCARE REIT INC | $29.88万 | 0.01% | 5,729 | 5,729 | — | $29.88万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $29.98万 | 0.01% | 11,608 | 11,608 | — | $29.98万 | 新建仓 |
| INSP | INSPIRE MED SYS INC | $30.01万 | 0.01% | 6,727 | 6,727 | — | $30.01万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $30.52万 | 0.01% | 312 | -13,779 | -97.8% | -$1,347.75万 | 减仓 |
| BETA | BETA TECHNOLOGIES INC | $30.76万 | 0.01% | 18,362 | 18,362 | — | $30.76万 | 新建仓 |
| XNDU | XANADU QUANTUM TECHNOLO LTD | $30.77万 | 0.01% | 25,411 | 25,411 | — | $30.77万 | 新建仓 |
| ROCK | GIBRALTAR INDS INC | $30.80万 | 0.01% | 6,830 | -3,986 | -36.9% | -$17.98万 | 减仓 |
| AVTR | AVANTOR INC | $30.97万 | 0.01% | 31,285 | 31,285 | — | $30.97万 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $31.07万 | 0.01% | 8,629 | 8,629 | — | $31.07万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $31.23万 | 0.01% | 2,328 | -11,262 | -82.9% | -$151.06万 | 减仓 |
| MARA | MARA HOLDINGS INC | $31.25万 | 0.01% | 22,501 | -981 | -4.2% | -$1.36万 | 减仓 |
| IEX | IDEX CORP | $31.55万 | 0.01% | 1,390 | -18,807 | -93.1% | -$426.83万 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $31.89万 | 0.01% | 11,343 | -3,009 | -21.0% | -$8.46万 | 减仓 |
| VNOM | VIPER ENERGY INC | $32.02万 | 0.01% | 7,551 | 7,551 | — | $32.02万 | 新建仓 |
| — | STELLAR BANCORP INC | $32.02万 | 0.01% | 8,144 | -2,197 | -21.2% | -$8.64万 | 减仓 |
| GH | GUARDANT HEALTH INC | $32.80万 | 0.01% | 2,186 | -24,109 | -91.7% | -$361.71万 | 重新持有 |
| ADT | ADT INC DEL | $33.26万 | 0.01% | 51,170 | -19,753 | -27.9% | -$12.84万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $33.30万 | 0.01% | 2,896 | 2,896 | — | $33.30万 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $33.46万 | 0.01% | 16,832 | -721 | -4.1% | -$1.43万 | 减仓 |
| BNTX | BIONTECH SE | $33.50万 | 0.01% | 3,600 | 3,600 | — | $33.50万 | 新建仓 |
| TE | T1 ENERGY INC | $33.50万 | 0.01% | 35,337 | -3,203 | -8.3% | -$3.04万 | 重新持有 |
| DXC | DXC TECHNOLOGY CO | $33.77万 | 0.01% | 38,161 | 38,161 | — | $33.77万 | 新建仓 |
| GBX | GREENBRIER COS INC | $34.16万 | 0.01% | 6,969 | -38,293 | -84.6% | -$187.67万 | 减仓 |
| WGO | WINNEBAGO INDS INC | $34.47万 | 0.01% | 11,035 | 11,035 | — | $34.47万 | 新建仓 |
| MUR | MURPHY OIL CORP | $34.73万 | 0.01% | 10,668 | -15,399 | -59.1% | -$50.14万 | 重新持有 |
| ALKT | ALKAMI TECHNOLOGY INC | $34.75万 | 0.01% | 19,179 | 151 | 0.8% | $2,736 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $34.81万 | 0.01% | 2,527 | 2,527 | — | $34.81万 | 新建仓 |
| BTGO | BITGO HOLDINGS INC | $35.08万 | 0.01% | 67,720 | 67,720 | — | $35.08万 | 新建仓 |
| AGCO | AGCO CORP | $35.35万 | 0.01% | 2,953 | -3,027 | -50.6% | -$36.23万 | 重新持有 |
| WOLF | WOLFSPEED INC | $35.61万 | 0.01% | 7,380 | 7,380 | — | $35.61万 | 新建仓 |
| CRK | COMSTOCK RES INC | $35.71万 | 0.01% | 23,936 | 23,936 | — | $35.71万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.16万 | 0.01% | 870 | -479 | -35.5% | -$19.91万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $36.33万 | 0.01% | 4,705 | 4,705 | — | $36.33万 | 新建仓 |
| RLI | RLI CORP | $36.37万 | 0.01% | 6,157 | 6,157 | — | $36.37万 | 新建仓 |
| — | TELIX PHARMACEUTICAL LTD | $36.46万 | 0.01% | 31,621 | 31,621 | — | $36.46万 | 新建仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $36.75万 | 0.01% | 21,062 | 7,290 | 52.9% | $12.72万 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $37.58万 | 0.01% | 3,989 | 3,989 | — | $37.58万 | 新建仓 |
| SHAK | SHAKE SHACK INC | $37.63万 | 0.01% | 6,717 | 585 | 9.5% | $3.28万 | 加仓 |
| POST | POST HLDGS INC | $37.70万 | 0.01% | 4,271 | -5,655 | -57.0% | -$49.91万 | 减仓 |
| PBI | PITNEY BOWES INC | $37.84万 | 0.01% | 21,596 | -3,379 | -13.5% | -$5.92万 | 减仓 |
| PI | IMPINJ INC | $38.44万 | 0.01% | 2,684 | 2,684 | — | $38.44万 | 新建仓 |
| MRK | MERCK & CO INC | $38.55万 | 0.01% | 3,000 | 3,000 | — | $38.55万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $38.68万 | 0.01% | 20,022 | -50,384 | -71.6% | -$97.34万 | 重新持有 |
| DCI | DONALDSON INC | $38.95万 | 0.01% | 4,339 | 4,339 | — | $38.95万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $38.99万 | 0.01% | 4,143 | -4,732 | -53.3% | -$44.54万 | 减仓 |
| CLX | CLOROX CO DEL | $39.18万 | 0.01% | 4,105 | -2,626 | -39.0% | -$25.06万 | 减仓 |
| FLR | FLUOR CORP | $40.13万 | 0.01% | 7,659 | 7,659 | — | $40.13万 | 新建仓 |
| EOG | EOG RES INC | $40.44万 | 0.01% | 3,117 | 3,117 | — | $40.44万 | 新建仓 |
| BIIB | BIOGEN INC | $40.45万 | 0.01% | 1,872 | -19,784 | -91.4% | -$427.45万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $40.72万 | 0.01% | 4,730 | -8,571 | -64.4% | -$73.79万 | 重新持有 |
| QNT | QUANTINUUM INC | $40.87万 | 0.01% | 5,000 | 5,000 | — | $40.87万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $41.22万 | 0.01% | 914 | -9,314 | -91.1% | -$420.04万 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $41.41万 | 0.01% | 76,405 | 27,020 | 54.7% | $14.64万 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $41.49万 | 0.01% | 1,425 | 785 | 122.7% | $22.86万 | 加仓 |
| IAG | IAMGOLD CORP | $41.56万 | 0.01% | 26,238 | -44,486 | -62.9% | -$70.47万 | 减仓 |
| ICFI | ICF INTL INC | $41.57万 | 0.01% | 5,706 | 5,706 | — | $41.57万 | 新建仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $41.68万 | 0.01% | 72,613 | 72,613 | — | $41.68万 | 新建仓 |
| VITL | VITAL FARMS INC | $41.84万 | 0.01% | 35,980 | -38,101 | -51.4% | -$44.31万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $43.07万 | 0.01% | 5,325 | -14,307 | -72.9% | -$115.73万 | 减仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $43.27万 | 0.01% | 39,412 | 39,412 | — | $43.27万 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $43.56万 | 0.01% | 3,662 | -22,308 | -85.9% | -$265.35万 | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $43.71万 | 0.01% | 1,977 | 1,977 | — | $43.71万 | 新建仓 |
| MAMA | MAMAS CREATIONS INC | $44.45万 | 0.01% | 24,900 | 24,900 | — | $44.45万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $44.99万 | 0.01% | 11,744 | 11,744 | — | $44.99万 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $45.00万 | 0.01% | 3,030 | 3,030 | — | $45.00万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $45.10万 | 0.01% | 1,552 | -32,297 | -95.4% | -$938.52万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $45.58万 | 0.01% | 54,000 | -12,628 | -19.0% | -$10.66万 | 减仓 |
| LCII | LCI INDS | $46.06万 | 0.01% | 4,350 | -1,655 | -27.6% | -$17.52万 | 重新持有 |
| IRON | DISC MEDICINE INC | $46.14万 | 0.01% | 6,309 | -7,511 | -54.3% | -$54.94万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $46.25万 | 0.01% | 21,571 | -12,675 | -37.0% | -$27.18万 | 减仓 |
| FTI | TECHNIPFMC PLC | $46.97万 | 0.01% | 7,085 | 3,627 | 104.9% | $24.05万 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $47.16万 | 0.01% | 6,594 | 6,594 | — | $47.16万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $47.68万 | 0.01% | 4,691 | 4,691 | — | $47.68万 | 新建仓 |
| CHWY | CHEWY INC | $47.72万 | 0.01% | 24,284 | 24,284 | — | $47.72万 | 新建仓 |
| INGR | INGREDION INC | $47.72万 | 0.01% | 5,039 | 5,039 | — | $47.72万 | 新建仓 |
| FRVO | FERVO ENERGY CO | $47.87万 | 0.01% | 16,376 | 16,376 | — | $47.87万 | 新建仓 |
| LFTO | LIFTOFF MOBILE INC | $48.04万 | 0.01% | 20,000 | 20,000 | — | $48.04万 | 新建仓 |
| RUN | SUNRUN INC | $48.51万 | 0.01% | 36,259 | 36,259 | — | $48.51万 | 新建仓 |
| — | QUOIN PHARMACEUTICALS LTD | $48.55万 | 0.01% | 100,300 | 0 | 0.0% | — | 不变 |
| PARR | PAR PAC HOLDINGS INC | $48.81万 | 0.01% | 8,704 | 8,704 | — | $48.81万 | 新建仓 |
| XPEV | XPENG INC | $48.85万 | 0.01% | 36,894 | 36,894 | — | $48.85万 | 新建仓 |
| OVV | OVINTIV INC | $48.93万 | 0.01% | 9,294 | 1,881 | 25.4% | $9.90万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $49.06万 | 0.01% | 3,582 | -4,571 | -56.1% | -$62.60万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $49.13万 | 0.01% | 1,978 | 795 | 67.2% | $19.75万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $49.28万 | 0.01% | 7,920 | -33,797 | -81.0% | -$210.28万 | 重新持有 |
| NRIX | NURIX THERAPEUTICS INC | $49.69万 | 0.01% | 20,484 | 20,484 | — | $49.69万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $49.84万 | 0.01% | 9,466 | -10,159 | -51.8% | -$53.49万 | 减仓 |
| DEC | DIVERSIFIED ENERGY CO | $49.93万 | 0.01% | 36,023 | 36,023 | — | $49.93万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $50.12万 | 0.01% | 1,296 | -2,148 | -62.4% | -$83.07万 | 减仓 |
| BB | BLACKBERRY LTD | $50.33万 | 0.01% | 39,787 | 39,787 | — | $50.33万 | 新建仓 |
| GLW | CORNING INC | $50.42万 | 0.01% | 1,974 | -41,209 | -95.4% | -$1,052.60万 | 重新持有 |
| PENG | PENGUIN SOLUTIONS INC | $50.52万 | 0.01% | 6,647 | 6,647 | — | $50.52万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $51.17万 | 0.01% | 55,743 | 42,429 | 318.7% | $38.95万 | 加仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $51.45万 | 0.01% | 51,972 | -187,170 | -78.3% | -$185.30万 | 减仓 |
| CSGP | COSTAR GROUP INC | $51.62万 | 0.01% | 18,229 | 18,229 | — | $51.62万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $51.70万 | 0.01% | 5,332 | -23,498 | -81.5% | -$227.86万 | 重新持有 |
| KAI | KADANT INC | $51.85万 | 0.01% | 1,650 | -968 | -37.0% | -$30.42万 | 减仓 |
| DMC | DEL MONTE CORP | $52.83万 | 0.01% | 18,928 | 18,928 | — | $52.83万 | 新建仓 |
| BLLN | BILLIONTOONE INC | $52.97万 | 0.01% | 4,415 | 4,415 | — | $52.97万 | 新建仓 |
| NE | NOBLE CORP PLC | $53.03万 | 0.01% | 14,218 | -14,849 | -51.1% | -$55.39万 | 减仓 |