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 |
|---|---|---|---|---|---|---|---|---|
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -805,523 | -100.0% | -$2,830.61万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -144,036 | -100.0% | -$2,511.99万 | 清仓 |
| KEX | KIRBY CORP | $0 | 0.00% | 0 | -166,254 | -100.0% | -$2,209.18万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -52,220 | -100.0% | -$1,764.77万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -312,181 | -100.0% | -$1,645.82万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -53,121 | -100.0% | -$1,524.57万 | 清仓 |
| MATX | MATSON INC | $0 | 0.00% | 0 | -72,827 | -100.0% | -$1,193.93万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -475,000 | -100.0% | -$1,123.38万 | 清仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $0 | 0.00% | 0 | -569,054 | -100.0% | -$1,002.67万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -23,761 | -100.0% | -$990.22万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -27,299 | -100.0% | -$976.40万 | 清仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $0 | 0.00% | 0 | -441,589 | -100.0% | -$948.09万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I 看涨期权 | $0 | 0.00% | 0 | -377,900 | -100.0% | -$893.73万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -227,188 | -100.0% | -$885.81万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -104,847 | -100.0% | -$863.21万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -26,473 | -100.0% | -$851.74万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -52,309 | -100.0% | -$835.37万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -206,847 | -100.0% | -$821.60万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -192,435 | -100.0% | -$789.95万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -2,297 | -100.0% | -$775.88万 | 清仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $0 | 0.00% | 0 | -205,659 | -100.0% | -$741.20万 | 清仓 |
| — | HERITAGE COMM CORP | $0 | 0.00% | 0 | -580,179 | -100.0% | -$724.06万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -123,383 | -100.0% | -$710.44万 | 清仓 |
| KRC | KILROY REALTY CORP | $0 | 0.00% | 0 | -250,456 | -100.0% | -$706.54万 | 清仓 |
| VALE | VALE S A | $0 | 0.00% | 0 | -442,804 | -100.0% | -$704.50万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -38,768 | -100.0% | -$697.82万 | 清仓 |
| EMBJ | EMBRAER S.A. | $0 | 0.00% | 0 | -113,786 | -100.0% | -$675.21万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -76,563 | -100.0% | -$652.55万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -14,843 | -100.0% | -$641.78万 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -197,018 | -100.0% | -$585.73万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -57,613 | -100.0% | -$576.65万 | 清仓 |
| LSTR | LANDSTAR SYS INC | $0 | 0.00% | 0 | -34,838 | -100.0% | -$558.49万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -291,104 | -100.0% | -$543.49万 | 清仓 |
| MHO | M/I HOMES INC | $0 | 0.00% | 0 | -42,574 | -100.0% | -$521.32万 | 清仓 |
| ECVT | ECOVYST INC | $0 | 0.00% | 0 | -390,106 | -100.0% | -$501.68万 | 清仓 |
| ESE | ESCO TECHNOLOGIES INC | $0 | 0.00% | 0 | -17,227 | -100.0% | -$484.72万 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -107,413 | -100.0% | -$477.99万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -40,282 | -100.0% | -$475.53万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -15,938 | -100.0% | -$468.83万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -7,879 | -100.0% | -$450.78万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -55,961 | -100.0% | -$447.97万 | 清仓 |
| — | SEALED AIR CORP NEW 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$420.50万 | 清仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $0 | 0.00% | 0 | -75,466 | -100.0% | -$417.40万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -12,484 | -100.0% | -$402.87万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -28,535 | -100.0% | -$402.66万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -61,800 | -100.0% | -$401.33万 | 清仓 |
| BCPC | BALCHEM CORP | $0 | 0.00% | 0 | -23,204 | -100.0% | -$393.26万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -56,262 | -100.0% | -$389.90万 | 清仓 |
| PB | PROSPERITY BANCSHARES INC | $0 | 0.00% | 0 | -57,725 | -100.0% | -$387.80万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -198,018 | -100.0% | -$380.39万 | 清仓 |
| NPO | ENPRO INC | $0 | 0.00% | 0 | -14,396 | -100.0% | -$360.84万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -12,710 | -100.0% | -$344.29万 | 清仓 |
| CC | CHEMOURS CO | $0 | 0.00% | 0 | -152,938 | -100.0% | -$336.92万 | 清仓 |
| — | SILA REALTY TRUST INC | $0 | 0.00% | 0 | -140,467 | -100.0% | -$332.63万 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -14,268 | -100.0% | -$331.03万 | 清仓 |
| — | CLEARWAY ENERGY INC | $0 | 0.00% | 0 | -82,939 | -100.0% | -$324.87万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | -42,218 | -100.0% | -$324.61万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -89,368 | -100.0% | -$320.21万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -59,483 | -100.0% | -$305.56万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -12,574 | -100.0% | -$287.29万 | 清仓 |
| FUL | FULLER H B CO | $0 | 0.00% | 0 | -46,089 | -100.0% | -$284.28万 | 清仓 |
| URBN | URBAN OUTFITTERS INC | $0 | 0.00% | 0 | -44,548 | -100.0% | -$282.21万 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -35,643 | -100.0% | -$276.52万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -7,999 | -100.0% | -$275.16万 | 清仓 |
| CGON | CG ONCOLOGY INC | $0 | 0.00% | 0 | -40,570 | -100.0% | -$274.58万 | 清仓 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -25,679 | -100.0% | -$274.15万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -43,560 | -100.0% | -$273.56万 | 清仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $0 | 0.00% | 0 | -68,706 | -100.0% | -$269.33万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -6,184 | -100.0% | -$263.03万 | 清仓 |
| AXSM | AXSOME THERAPEUTICS INC | $0 | 0.00% | 0 | -15,304 | -100.0% | -$258.67万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -26,841 | -100.0% | -$252.25万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -31,689 | -100.0% | -$244.26万 | 清仓 |
| CELC | CELCUITY INC | $0 | 0.00% | 0 | -20,812 | -100.0% | -$237.55万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -8,255 | -100.0% | -$236.80万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -31,253 | -100.0% | -$232.08万 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | -5,554 | -100.0% | -$221.92万 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | -288,889 | -100.0% | -$221.00万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -50,000 | -100.0% | -$210.25万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -9,800 | -100.0% | -$209.39万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -24,650 | -100.0% | -$196.24万 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -3,958 | -100.0% | -$195.51万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -67,302 | -100.0% | -$195.11万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -56,585 | -100.0% | -$189.45万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -2,664 | -100.0% | -$188.73万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -26,224 | -100.0% | -$185.46万 | 清仓 |
| KBH | KB HOME | $0 | 0.00% | 0 | -34,225 | -100.0% | -$177.11万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -19,942 | -100.0% | -$176.33万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -5,651 | -100.0% | -$170.93万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -162,066 | -100.0% | -$164.98万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -9,507 | -100.0% | -$162.98万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -24,340 | -100.0% | -$157.26万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -11,948 | -100.0% | -$155.23万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -4,481 | -100.0% | -$153.80万 | 清仓 |
| XENE | XENON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -26,186 | -100.0% | -$152.27万 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | -7,270 | -100.0% | -$150.29万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -16,607 | -100.0% | -$150.11万 | 清仓 |
| TRIP | TRIPADVISOR INC | $0 | 0.00% | 0 | -139,710 | -100.0% | -$148.93万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -16,511 | -100.0% | -$148.78万 | 清仓 |
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | -60,217 | -100.0% | -$142.96万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -9,158 | -100.0% | -$142.39万 | 清仓 |