SummitTX Capital, L.P.
FORT WORTH TX · SEC CIK 0002052310
$32.02亿2026Q1 申报市值
744持仓数
28.2%前十大占比 · 第一大 14.7%
252 / 204新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPY 加仓+$2.02亿
QQQ 加仓+$6,971.64万
COTERRA ENERGY I 新建仓+$2,830.61万
NVR 新建仓+$2,704.47万
KEX 新建仓+$2,209.18万
2026Q1 卖出最多 按季末市值估算
IVV 清仓-$2.95亿
PYPL 清仓-$2,853.69万
WMT 减仓-$2,635.21万
FTI 重新持有-$2,553.21万
MSFT 清仓-$2,317.36万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -30,476 | -100.0% | -$98.47万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -11,046 | -100.0% | -$94.72万 | 清仓 |
| AS | AMER SPORTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDU | MDU RES GROUP INC | $0 | 0.00% | 0 | -46,978 | -100.0% | -$91.70万 | 清仓 |
| — | ASPEN INSURANCE HOLDINGS LTD | $0 | 0.00% | 0 | -24,540 | -100.0% | -$91.04万 | 清仓 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | -3,684 | -100.0% | -$88.57万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -27,643 | -100.0% | -$83.40万 | 清仓 |
| PBF | PBF ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -3,854 | -100.0% | -$81.68万 | 清仓 |
| MUR | MURPHY OIL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -6,201 | -100.0% | -$81.25万 | 清仓 |
| TREX | TREX CO INC | $0 | 0.00% | 0 | -23,055 | -100.0% | -$80.88万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -5,649 | -100.0% | -$80.35万 | 清仓 |
| STAA | STAAR SURGICAL CO 看涨期权 | $0 | 0.00% | 0 | -33,900 | -100.0% | -$78.28万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -5,919 | -100.0% | -$78.07万 | 清仓 |
| PSN | PARSONS CORP DEL | $0 | 0.00% | 0 | -12,611 | -100.0% | -$77.94万 | 清仓 |
| BYD | BOYD GAMING CORP | $0 | 0.00% | 0 | -9,054 | -100.0% | -$77.18万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -2,271 | -100.0% | -$77.07万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -4,337 | -100.0% | -$76.99万 | 清仓 |
| PBR | PETROLEO BRASILEIRO SA PETRO | $0 | 0.00% | 0 | -64,220 | -100.0% | -$76.10万 | 清仓 |
| LCII | LCI INDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| YEXT | YEXT INC | $0 | 0.00% | 0 | -89,788 | -100.0% | -$72.37万 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,951 | -100.0% | -$71.19万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -39,616 | -100.0% | -$70.64万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -5,989 | -100.0% | -$70.23万 | 清仓 |
| BELFB | BEL FUSE INC | $0 | 0.00% | 0 | -4,033 | -100.0% | -$68.41万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -2,264 | -100.0% | -$66.93万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | -27,708 | -100.0% | -$66.31万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -17,222 | -100.0% | -$64.36万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | -13,726 | -100.0% | -$63.06万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,612 | -100.0% | -$62.43万 | 清仓 |
| AGCO | AGCO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | -5,603 | -100.0% | -$61.73万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -4,452 | -100.0% | -$60.71万 | 清仓 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -16,166 | -100.0% | -$59.44万 | 清仓 |
| PBA | PEMBINA PIPELINE CORP | $0 | 0.00% | 0 | -15,061 | -100.0% | -$57.32万 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -40,290 | -100.0% | -$55.88万 | 清仓 |
| RELY | REMITLY GLOBAL INC | $0 | 0.00% | 0 | -38,340 | -100.0% | -$52.91万 | 清仓 |
| WS | WORTHINGTON STL INC | $0 | 0.00% | 0 | -15,280 | -100.0% | -$52.90万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -7,126 | -100.0% | -$51.03万 | 清仓 |
| XP | XP INC | $0 | 0.00% | 0 | -30,978 | -100.0% | -$50.71万 | 清仓 |
| JACK | JACK IN THE BOX INC | $0 | 0.00% | 0 | -26,469 | -100.0% | -$50.16万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -11,319 | -100.0% | -$50.12万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -2,419 | -100.0% | -$49.12万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -5,952 | -100.0% | -$48.06万 | 清仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FHI | FEDERATED HERMES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NBHC | NATIONAL BK HLDGS CORP | $0 | 0.00% | 0 | -12,314 | -100.0% | -$46.81万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -998 | -100.0% | -$46.59万 | 清仓 |
| CVE | CENOVUS ENERGY INC | $0 | 0.00% | 0 | -27,206 | -100.0% | -$46.03万 | 清仓 |
| DAVE | DAVE INC | $0 | 0.00% | 0 | -2,019 | -100.0% | -$44.70万 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -10,836 | -100.0% | -$44.13万 | 清仓 |
| CMPX | COMPASS THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGNX | COGNEX CORP | $0 | 0.00% | 0 | -11,937 | -100.0% | -$42.95万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -7,102 | -100.0% | -$42.69万 | 清仓 |
| KFY | KORN FERRY | $0 | 0.00% | 0 | -6,299 | -100.0% | -$41.59万 | 清仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $0 | 0.00% | 0 | -6,300 | -100.0% | -$40.66万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -4,845 | -100.0% | -$40.63万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DLO | DLOCAL LTD | $0 | 0.00% | 0 | -27,334 | -100.0% | -$38.65万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -71 | -100.0% | -$38.02万 | 清仓 |
| AXS | AXIS CAP HLDGS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,690 | -100.0% | -$37.73万 | 清仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $0 | 0.00% | 0 | -2,795 | -100.0% | -$36.85万 | 清仓 |
| PRK | PARK NATL CORP | $0 | 0.00% | 0 | -2,382 | -100.0% | -$36.25万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -17,634 | -100.0% | -$35.67万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -9,090 | -100.0% | -$34.61万 | 清仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | -10,956 | -100.0% | -$34.19万 | 清仓 |
| GXO | GXO LOGISTICS INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSIQ | CANADIAN SOLAR INC | $0 | 0.00% | 0 | -13,973 | -100.0% | -$33.21万 | 清仓 |
| GATX | GATX CORP | $0 | 0.00% | 0 | -1,884 | -100.0% | -$31.95万 | 清仓 |
| ANAB | ANAPTYSBIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACM | AECOM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSHA | TAYSHA GENE THERAPIES INC | $0 | 0.00% | 0 | -56,595 | -100.0% | -$31.13万 | 清仓 |
| NN | NEXTNAV INC | $0 | 0.00% | 0 | -18,600 | -100.0% | -$30.95万 | 清仓 |
| AWR | AMER STATES WTR CO | $0 | 0.00% | 0 | -4,268 | -100.0% | -$30.93万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -3,689 | -100.0% | -$30.78万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -2,524 | -100.0% | -$30.37万 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -1,393 | -100.0% | -$30.27万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -3,802 | -100.0% | -$30.15万 | 清仓 |
| CRML | CRITICAL METALS CORP | $0 | 0.00% | 0 | -38,957 | -100.0% | -$27.04万 | 清仓 |
| PJT | PJT PARTNERS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTR | NUTRIEN LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRGY | CRESCENT ENERGY COMPANY | $0 | 0.00% | 0 | -30,712 | -100.0% | -$25.77万 | 清仓 |
| TE | T1 ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXK | ENDEAVOUR SILVER CORP | $0 | 0.00% | 0 | -27,340 | -100.0% | -$25.70万 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -433 | -100.0% | -$25.22万 | 清仓 |
| MAN | MANPOWERGROUP INC WIS | $0 | 0.00% | 0 | -8,399 | -100.0% | -$24.97万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTFC | WINTRUST FINL CORP | $0 | 0.00% | 0 | -1,697 | -100.0% | -$23.73万 | 清仓 |
| RAL | RALLIANT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IHG | INTERCONTINENTAL HOTELS GROU | $0 | 0.00% | 0 | -1,640 | -100.0% | -$23.10万 | 清仓 |
| UNF | UNIFIRST CORP MASS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLXY | GALAXY DIGITAL INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SLI | STANDARD LITHIUM LTD | $0 | 0.00% | 0 | -50,000 | -100.0% | -$22.35万 | 清仓 |