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 |
|---|---|---|---|---|---|---|---|---|
| ODFL | OLD DOMINION FREIGHT LINE IN | $53.18万 | 0.01% | 2,455 | 2,455 | — | $53.18万 | 新建仓 |
| HAYW | HAYWARD HLDGS INC | $53.48万 | 0.01% | 30,898 | 30,898 | — | $53.48万 | 新建仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $53.72万 | 0.01% | 13,775 | 13,775 | — | $53.72万 | 新建仓 |
| TPG | TPG INC | $54.38万 | 0.01% | 13,410 | -8,167 | -37.9% | -$33.12万 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $55.58万 | 0.01% | 8,990 | 2,132 | 31.1% | $13.18万 | 加仓 |
| INVA | INNOVIVA INC | $56.29万 | 0.01% | 24,787 | 24,787 | — | $56.29万 | 新建仓 |
| GGG | GRACO INC | $56.65万 | 0.01% | 7,492 | 7,492 | — | $56.65万 | 新建仓 |
| HOG | HARLEY DAVIDSON INC | $56.91万 | 0.01% | 23,266 | -120,546 | -83.8% | -$294.86万 | 减仓 |
| CNXC | CONCENTRIX CORP | $57.03万 | 0.01% | 25,452 | 12,079 | 90.3% | $27.06万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $57.05万 | 0.01% | 7,253 | 7,253 | — | $57.05万 | 新建仓 |
| IRHO | IRON HORSE ACQUISIT II CORP | $57.23万 | 0.01% | 57,061 | 57,061 | — | $57.23万 | 新建仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $57.51万 | 0.01% | 58,383 | -180,564 | -75.6% | -$177.86万 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $57.75万 | 0.01% | 69,002 | 69,002 | — | $57.75万 | 新建仓 |
| CAR | AVIS BUDGET GROUP INC | $58.85万 | 0.02% | 3,981 | -7,181 | -64.3% | -$106.16万 | 减仓 |
| ELF | E L F BEAUTY INC | $59.00万 | 0.02% | 7,973 | -21,267 | -72.7% | -$157.38万 | 减仓 |
| BIO | BIO RAD LABS INC | $59.25万 | 0.02% | 2,018 | 2,018 | — | $59.25万 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $59.88万 | 0.02% | 14,738 | 14,738 | — | $59.88万 | 新建仓 |
| LIF | LIFE360 INC | $60.00万 | 0.02% | 10,839 | 10,839 | — | $60.00万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $61.23万 | 0.02% | 1,932 | 1,932 | — | $61.23万 | 新建仓 |
| XE | X-ENERGY INC | $61.75万 | 0.02% | 33,633 | 33,633 | — | $61.75万 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $62.12万 | 0.02% | 23,135 | 23,135 | — | $62.12万 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $62.32万 | 0.02% | 30,148 | 30,148 | — | $62.32万 | 新建仓 |
| PATK | PATRICK INDS INC | $63.41万 | 0.02% | 7,063 | 3,875 | 121.5% | $34.79万 | 加仓 |
| TW | TRADEWEB MKTS INC | $63.83万 | 0.02% | 6,405 | 6,405 | — | $63.83万 | 新建仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $64.09万 | 0.02% | 59,785 | 59,785 | — | $64.09万 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $64.54万 | 0.02% | 21,478 | 13,771 | 178.7% | $41.38万 | 加仓 |
| FBK | FB FINL CORP | $64.77万 | 0.02% | 11,702 | 11,702 | — | $64.77万 | 新建仓 |
| VSAT | VIASAT INC | $64.78万 | 0.02% | 7,213 | 7,213 | — | $64.78万 | 新建仓 |
| BKH | BLACK HILLS CORP | $64.98万 | 0.02% | 8,734 | -50,424 | -85.2% | -$375.15万 | 减仓 |
| TGLS | TECNOGLASS INC | $65.05万 | 0.02% | 13,897 | 2,756 | 24.7% | $12.90万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $65.47万 | 0.02% | 24,845 | -143,399 | -85.2% | -$377.86万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $65.51万 | 0.02% | 3,180 | -14,193 | -81.7% | -$292.39万 | 重新持有 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $65.56万 | 0.02% | 18,985 | 10,405 | 121.3% | $35.93万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $65.86万 | 0.02% | 12,808 | 12,808 | — | $65.86万 | 新建仓 |
| MCD | MCDONALDS CORP | $66.14万 | 0.02% | 2,447 | -6,730 | -73.3% | -$181.92万 | 减仓 |
| OXM | OXFORD INDS INC | $66.16万 | 0.02% | 18,972 | -1,695 | -8.2% | -$5.91万 | 减仓 |
| ARX | ACCELERANT HOLDINGS | $66.32万 | 0.02% | 56,584 | -6,415 | -10.2% | -$7.52万 | 减仓 |
| BRKR | BRUKER CORP | $66.50万 | 0.02% | 11,050 | -10,220 | -48.0% | -$61.50万 | 减仓 |
| BIDU | BAIDU INC | $66.56万 | 0.02% | 5,824 | 2,768 | 90.6% | $31.64万 | 重新持有 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $66.78万 | 0.02% | 3,321 | 3,321 | — | $66.78万 | 新建仓 |
| GPOR | GULFPORT ENERGY CORP | $67.80万 | 0.02% | 3,995 | -27,472 | -87.3% | -$466.20万 | 重新持有 |
| CSL | CARLISLE COS INC | $67.80万 | 0.02% | 1,869 | -262 | -12.3% | -$9.50万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $68.03万 | 0.02% | 24,125 | 24,125 | — | $68.03万 | 新建仓 |
| CXT | CRANE NXT CO | $68.38万 | 0.02% | 13,365 | -15,086 | -53.0% | -$77.18万 | 减仓 |
| WLK | WESTLAKE CORPORATION | $68.72万 | 0.02% | 9,414 | -4,921 | -34.3% | -$35.92万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $69.18万 | 0.02% | 6,718 | 6,718 | — | $69.18万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $70.32万 | 0.02% | 2,336 | -1,275 | -35.3% | -$38.38万 | 减仓 |
| THG | HANOVER INS GROUP INC | $70.77万 | 0.02% | 3,305 | -6,091 | -64.8% | -$130.42万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $71.25万 | 0.02% | 29,021 | 29,021 | — | $71.25万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $71.29万 | 0.02% | 51,661 | 51,661 | — | $71.29万 | 新建仓 |
| FOR | FORESTAR GROUP INC | $71.53万 | 0.02% | 22,599 | -152,028 | -87.1% | -$481.17万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $71.58万 | 0.02% | 2,646 | 2,646 | — | $71.58万 | 新建仓 |
| LYFT | LYFT INC | $71.65万 | 0.02% | 49,040 | 17,499 | 55.5% | $25.57万 | 重新持有 |
| VIK | VIKING HOLDINGS LTD | $71.89万 | 0.02% | 6,868 | 2,893 | 72.8% | $30.28万 | 加仓 |
| HEI | HEICO CORP NEW | $72.45万 | 0.02% | 2,034 | -16,895 | -89.3% | -$601.78万 | 减仓 |
| HUM | HUMANA INC | $72.57万 | 0.02% | 1,827 | -2,982 | -62.0% | -$118.45万 | 减仓 |
| YETI | YETI HLDGS INC | $73.37万 | 0.02% | 14,804 | 7,563 | 104.4% | $37.48万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $73.43万 | 0.02% | 13,679 | 4,697 | 52.3% | $25.21万 | 加仓 |
| UAA | UNDER ARMOUR INC | $73.74万 | 0.02% | 115,393 | 10,177 | 9.7% | $6.50万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $73.93万 | 0.02% | 25,894 | 25,894 | — | $73.93万 | 新建仓 |
| ALK | ALASKA AIR GROUP INC | $74.20万 | 0.02% | 14,214 | -258,310 | -94.8% | -$1,348.38万 | 重新持有 |
| SBH | SALLY BEAUTY HLDGS INC | $74.70万 | 0.02% | 52,831 | 52,831 | — | $74.70万 | 新建仓 |
| NTR | NUTRIEN LTD | $75.31万 | 0.02% | 11,964 | 7,713 | 181.4% | $48.55万 | 重新持有 |
| IMAX | IMAX CORP | $75.66万 | 0.02% | 18,982 | 18,982 | — | $75.66万 | 新建仓 |
| SNN | SMITH & NEPHEW PLC | $76.39万 | 0.02% | 26,515 | 3,678 | 16.1% | $10.60万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $76.43万 | 0.02% | 7,134 | -11,601 | -61.9% | -$124.28万 | 减仓 |
| AYI | ACUITY INC | $76.46万 | 0.02% | 2,030 | 2,030 | — | $76.46万 | 新建仓 |
| CART | MAPLEBEAR INC | $77.25万 | 0.02% | 16,315 | 3,487 | 27.2% | $16.51万 | 加仓 |
| RACE | FERRARI N V | $77.51万 | 0.02% | 2,082 | -2,368 | -53.2% | -$88.16万 | 减仓 |
| XPH | SPDR SERIES TRUST | $77.83万 | 0.02% | 11,745 | -3,832 | -24.6% | -$25.39万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $78.19万 | 0.02% | 3,538 | 3,538 | — | $78.19万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $79.34万 | 0.02% | 7,351 | -29,471 | -80.0% | -$318.08万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $79.66万 | 0.02% | 3,470 | -3,023 | -46.6% | -$69.40万 | 减仓 |
| EROC | EROCK INC | $79.75万 | 0.02% | 55,000 | 55,000 | — | $79.75万 | 新建仓 |
| SKYW | SKYWEST INC | $80.02万 | 0.02% | 8,056 | -98,504 | -92.4% | -$978.44万 | 减仓 |
| FDX | FEDEX CORP | $80.07万 | 0.02% | 2,557 | -11,899 | -82.3% | -$372.59万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $80.10万 | 0.02% | 8,419 | 8,419 | — | $80.10万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $80.11万 | 0.02% | 4,806 | -12,727 | -72.6% | -$212.15万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $80.41万 | 0.02% | 5,781 | -7,917 | -57.8% | -$110.12万 | 重新持有 |
| DY | DYCOM INDS INC | $80.44万 | 0.02% | 1,591 | 1,591 | — | $80.44万 | 新建仓 |
| KIE | SPDR SERIES TRUST | $82.06万 | 0.02% | 13,455 | 13,455 | — | $82.06万 | 新建仓 |
| NCNO | NCINO INC | $82.13万 | 0.02% | 50,233 | 50,233 | — | $82.13万 | 新建仓 |
| UPWK | UPWORK INC | $82.17万 | 0.02% | 98,287 | 52,994 | 117.0% | $44.30万 | 加仓 |
| SANM | SANMINA CORP | $82.45万 | 0.02% | 3,258 | 3,258 | — | $82.45万 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC | $82.50万 | 0.02% | 57,897 | -221,730 | -79.3% | -$315.97万 | 重新持有 |
| COR | CENCORA INC | $82.88万 | 0.02% | 2,929 | 2,929 | — | $82.88万 | 新建仓 |
| ANF | ABERCROMBIE & FITCH CO | $83.22万 | 0.02% | 9,246 | 9,246 | — | $83.22万 | 新建仓 |
| GERN | GERON CORP | $84.10万 | 0.02% | 657,024 | 657,024 | — | $84.10万 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $84.58万 | 0.02% | 28,885 | 28,885 | — | $84.58万 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $85.63万 | 0.02% | 18,115 | 18,115 | — | $85.63万 | 新建仓 |
| LCLN | LINCOLN INTL INC | $86.72万 | 0.02% | 36,329 | 36,329 | — | $86.72万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $87.93万 | 0.02% | 7,799 | 7,799 | — | $87.93万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $89.01万 | 0.02% | 30,133 | -143,102 | -82.6% | -$422.72万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $89.08万 | 0.02% | 4,610 | -18,320 | -79.9% | -$354.00万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $89.91万 | 0.02% | 3,540 | 3,540 | — | $89.91万 | 新建仓 |
| CI | THE CIGNA GROUP | $90.42万 | 0.02% | 3,280 | 633 | 23.9% | $17.45万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $90.75万 | 0.02% | 25,825 | 25,825 | — | $90.75万 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORP | $91.51万 | 0.02% | 7,720 | 5,448 | 239.8% | $64.58万 | 加仓 |
| TXT | TEXTRON INC | $91.97万 | 0.02% | 10,026 | 1,653 | 19.7% | $15.16万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $92.14万 | 0.02% | 15,112 | -3,333 | -18.1% | -$20.32万 | 重新持有 |