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 |
|---|---|---|---|---|---|---|---|---|
| HBM | HUDBAY MINERALS INC | $291.24万 | 0.07% | 123,355 | 3,691 | 3.1% | $8.71万 | 重新持有 |
| APG | API GROUP CORP | $291.44万 | 0.08% | 68,818 | 17,198 | 33.3% | $72.83万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $291.95万 | 0.08% | 8,561 | 8,561 | — | $291.95万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $292.66万 | 0.08% | 14,450 | -7,127 | -33.0% | -$144.34万 | 减仓 |
| WT | WISDOMTREE INC | $292.97万 | 0.08% | 172,948 | 77,276 | 80.8% | $130.91万 | 加仓 |
| JBL | JABIL INC | $293.27万 | 0.08% | 7,608 | 7,608 | — | $293.27万 | 新建仓 |
| — | TAYLOR MORRISON HOME CORP | $294.46万 | 0.08% | 41,046 | -77,399 | -65.3% | -$555.26万 | 重新持有 |
| HON | HONEYWELL INTL INC | $295.03万 | 0.08% | 13,177 | 13,177 | — | $295.03万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $299.77万 | 0.08% | 32,873 | 9,575 | 41.1% | $87.31万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $302.11万 | 0.08% | 2,268 | 1,187 | 109.8% | $158.11万 | 加仓 |
| CSTM | CONSTELLIUM SE | $305.46万 | 0.08% | 95,846 | -234,396 | -71.0% | -$747.02万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $307.78万 | 0.08% | 140,797 | 74,457 | 112.2% | $162.76万 | 加仓 |
| VVV | VALVOLINE INC | $308.74万 | 0.08% | 78,084 | 57,334 | 276.3% | $226.70万 | 加仓 |
| PEN | PENUMBRA INC | $311.36万 | 0.08% | 9,861 | -18,161 | -64.8% | -$573.43万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $312.01万 | 0.08% | 11,798 | 10,618 | 899.8% | $280.80万 | 重新持有 |
| IDA | IDACORP INC | $313.16万 | 0.08% | 20,698 | -4,078 | -16.5% | -$61.70万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $313.46万 | 0.08% | 92,193 | 92,193 | — | $313.46万 | 新建仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $316.75万 | 0.08% | 276,639 | 175,521 | 173.6% | $200.97万 | 加仓 |
| CAMP | CAMP4 THERAPEUTICS CORP | $316.89万 | 0.08% | 725,160 | 385,639 | 113.6% | $168.52万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $317.33万 | 0.08% | 89,768 | 6,587 | 7.9% | $23.29万 | 加仓 |
| ALLY | ALLY FINL INC | $321.72万 | 0.08% | 70,015 | 24,721 | 54.6% | $113.59万 | 加仓 |
| APH | AMPHENOL CORP | $324.06万 | 0.08% | 18,379 | -22,635 | -55.2% | -$399.10万 | 减仓 |
| AXGN | AXOGEN INC | $324.51万 | 0.08% | 70,255 | -164,240 | -70.0% | -$758.62万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $327.85万 | 0.08% | 19,031 | 19,031 | — | $327.85万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $327.89万 | 0.08% | 14,458 | 1,392 | 10.7% | $31.57万 | 重新持有 |
| OZK | BANK OZK LITTLE ROCK ARK | $329.76万 | 0.08% | 63,305 | 2,435 | 4.0% | $12.68万 | 加仓 |
| SUNC | SUNOCOCORP LLC | $331.06万 | 0.09% | 48,923 | -52,122 | -51.6% | -$352.71万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $331.42万 | 0.09% | 22,601 | 1,859 | 9.0% | $27.26万 | 加仓 |
| PCVX | VAXCYTE INC | $333.40万 | 0.09% | 57,355 | -17,487 | -23.4% | -$101.65万 | 减仓 |
| FLO | FLOWERS FOODS INC | $341.02万 | 0.09% | 431,674 | -90,535 | -17.3% | -$71.52万 | 减仓 |
| WHR | WHIRLPOOL CORP | $343.43万 | 0.09% | 87,122 | 5,406 | 6.6% | $21.31万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $346.67万 | 0.09% | 40,400 | -4,523 | -10.1% | -$38.81万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $348.64万 | 0.09% | 72,922 | 29,334 | 67.3% | $140.25万 | 加仓 |
| VST | VISTRA CORP | $349.08万 | 0.09% | 22,006 | -33,261 | -60.2% | -$527.62万 | 减仓 |
| HRB | BLOCK H & R INC | $354.14万 | 0.09% | 92,998 | 18,554 | 24.9% | $70.65万 | 加仓 |
| SLN | SILENCE THERAPEUTICS PLC | $358.66万 | 0.09% | 326,648 | 326,648 | — | $358.66万 | 新建仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $361.39万 | 0.09% | 1,780,262 | 255,726 | 16.8% | $51.91万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $366.67万 | 0.09% | 83,258 | -158,987 | -65.6% | -$700.18万 | 减仓 |
| XYZ | BLOCK INC | $368.93万 | 0.09% | 48,543 | 16,751 | 52.7% | $127.31万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $371.25万 | 0.10% | 48,473 | -16,586 | -25.5% | -$127.03万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $372.86万 | 0.10% | 112,072 | -8,076 | -6.7% | -$26.87万 | 减仓 |
| RIG | TRANSOCEAN LTD | $372.98万 | 0.10% | 762,730 | 762,730 | — | $372.98万 | 新建仓 |
| NRG | NRG ENERGY INC | $373.33万 | 0.10% | 25,560 | -3,214 | -11.2% | -$46.94万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $374.02万 | 0.10% | 129,599 | -1,305 | -1.0% | -$3.77万 | 减仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $375.73万 | 0.10% | 257,702 | 257,702 | — | $375.73万 | 新建仓 |
| APA | APA CORPORATION | $376.07万 | 0.10% | 115,465 | 68,954 | 148.3% | $224.58万 | 加仓 |
| WU | WESTERN UN CO | $378.73万 | 0.10% | 491,857 | 11,399 | 2.4% | $8.78万 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $379.00万 | 0.10% | 50,000 | 50,000 | — | $379.00万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $383.42万 | 0.10% | 28,885 | -51,789 | -64.2% | -$687.45万 | 减仓 |
| V | VISA INC | $385.19万 | 0.10% | 11,227 | -7,069 | -38.6% | -$242.53万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $387.47万 | 0.10% | 69,814 | 40,259 | 136.2% | $223.44万 | 加仓 |
| CR | CRANE COMPANY | $393.38万 | 0.10% | 17,635 | 5,701 | 47.8% | $127.17万 | 加仓 |
| — | ARCOSA INC | $398.09万 | 0.10% | 27,400 | 27,400 | — | $398.09万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $403.32万 | 0.10% | 127,594 | 4,733 | 3.9% | $14.96万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $403.65万 | 0.10% | 34,479 | 30,309 | 726.8% | $354.83万 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $408.93万 | 0.11% | 227,690 | 680 | 0.3% | $1.22万 | 加仓 |
| ALLE | ALLEGION PLC | $411.34万 | 0.11% | 29,279 | 22,162 | 311.4% | $311.35万 | 加仓 |
| MP | MP MATERIALS CORP | $413.19万 | 0.11% | 73,771 | 73,771 | — | $413.19万 | 新建仓 |
| IRD | OPUS GENETICS INC | $414.02万 | 0.11% | 1,007,351 | 1,007,351 | — | $414.02万 | 新建仓 |
| AOS | SMITH A O CORP | $414.42万 | 0.11% | 66,075 | 23,825 | 56.4% | $149.43万 | 加仓 |
| CIEN | CIENA CORP | $415.95万 | 0.11% | 8,479 | 3,440 | 68.3% | $168.75万 | 加仓 |
| SHOP | SHOPIFY INC | $416.65万 | 0.11% | 36,491 | 21,081 | 136.8% | $240.70万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $421.84万 | 0.11% | 96,135 | 96,135 | — | $421.84万 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED | $423.87万 | 0.11% | 83,604 | 77,290 | 1,224.1% | $391.86万 | 重新持有 |
| WTS | WATTS WATER TECHNOLOGIES INC | $425.51万 | 0.11% | 10,870 | -4,675 | -30.1% | -$183.00万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $428.34万 | 0.11% | 200,160 | -646,098 | -76.3% | -$1,382.65万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $430.37万 | 0.11% | 27,852 | 27,852 | — | $430.37万 | 新建仓 |
| PCG | PG&E CORP | $431.63万 | 0.11% | 256,617 | -9,040 | -3.4% | -$15.21万 | 减仓 |
| DYN | DYNE THERAPEUTICS INC | $432.30万 | 0.11% | 194,643 | -1,545 | -0.8% | -$3.43万 | 减仓 |
| CME | CME GROUP INC | $432.74万 | 0.11% | 19,596 | 1,836 | 10.3% | $40.54万 | 重新持有 |
| APTV | APTIV PLC | $434.87万 | 0.11% | 70,848 | 35,454 | 100.2% | $217.62万 | 加仓 |
| SUI | SUN CMNTYS INC | $439.00万 | 0.11% | 36,611 | 8,770 | 31.5% | $105.16万 | 加仓 |
| VIRT | VIRTU FINL INC | $439.91万 | 0.11% | 73,848 | -62,484 | -45.8% | -$372.22万 | 减仓 |
| TECK | TECK RESOURCES LTD | $440.00万 | 0.11% | 74,000 | 74,000 | — | $440.00万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $442.02万 | 0.11% | 27,023 | 27,023 | — | $442.02万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $449.02万 | 0.12% | 94,036 | 94,036 | — | $449.02万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $453.33万 | 0.12% | 128,095 | 62,208 | 94.4% | $220.15万 | 重新持有 |
| SLM | SLM CORP | $454.18万 | 0.12% | 175,088 | -16,809 | -8.8% | -$43.60万 | 减仓 |
| CNA | CNA FINL CORP | $454.25万 | 0.12% | 93,447 | 67,229 | 256.4% | $326.80万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $454.60万 | 0.12% | 84,530 | -57,406 | -40.4% | -$308.73万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $460.52万 | 0.12% | 30,107 | 30,107 | — | $460.52万 | 新建仓 |
| PCTY | PAYLOCITY HLDG CORP | $475.40万 | 0.12% | 45,480 | 32,223 | 243.1% | $336.83万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $481.23万 | 0.12% | 57,743 | 43,838 | 315.3% | $365.35万 | 加仓 |
| SEIC | SEI INVTS CO | $488.58万 | 0.13% | 55,704 | 47,542 | 582.5% | $416.99万 | 加仓 |
| TMUS | T-MOBILE US INC | $505.17万 | 0.13% | 30,118 | 1,635 | 5.7% | $27.42万 | 加仓 |
| NUE | NUCOR CORP | $507.69万 | 0.13% | 22,792 | -127 | -0.6% | -$2.83万 | 减仓 |
| MAT | MATTEL INC | $507.92万 | 0.13% | 365,935 | 259,533 | 243.9% | $360.23万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $509.53万 | 0.13% | 124,762 | 124,762 | — | $509.53万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $511.15万 | 0.13% | 30,837 | 30,837 | — | $511.15万 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $512.57万 | 0.13% | 61,129 | -410,485 | -87.0% | -$3,441.92万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $512.78万 | 0.13% | 100,881 | 42,586 | 73.1% | $216.46万 | 加仓 |
| LFUS | LITTELFUSE INC | $513.57万 | 0.13% | 11,279 | 11,279 | — | $513.57万 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC | $516.23万 | 0.13% | 62,642 | 41,738 | 199.7% | $343.96万 | 加仓 |
| GWW | WW GRAINGER INC | $524.30万 | 0.13% | 3,854 | 838 | 27.8% | $114.00万 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $525.32万 | 0.14% | 47,856 | -19,883 | -29.4% | -$218.26万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $525.44万 | 0.14% | 41,589 | 41,589 | — | $525.44万 | 新建仓 |
| MAZE | MAZE THERAPEUTICS INC | $526.05万 | 0.14% | 176,291 | 92,541 | 110.5% | $276.14万 | 加仓 |
| BE | BLOOM ENERGY CORP | $526.46万 | 0.14% | 17,392 | 3,560 | 25.7% | $107.76万 | 重新持有 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $531.79万 | 0.14% | 96,865 | -198,196 | -67.2% | -$1,088.10万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $538.86万 | 0.14% | 15,393 | -9,333 | -37.7% | -$326.72万 | 减仓 |