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 |
|---|---|---|---|---|---|---|---|---|
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -3,221 | -100.0% | -$97.27万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -42,488 | -100.0% | -$96.75万 | 清仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $0 | 0.00% | 0 | -43,124 | -100.0% | -$94.61万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -7,539 | -100.0% | -$92.07万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -4,367 | -100.0% | -$91.03万 | 清仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $0 | 0.00% | 0 | -67,658 | -100.0% | -$89.11万 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -52,737 | -100.0% | -$88.60万 | 清仓 |
| TPC | TUTOR PERINI CORP | $0 | 0.00% | 0 | -11,445 | -100.0% | -$88.34万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -1,255 | -100.0% | -$88.20万 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -38,864 | -100.0% | -$88.03万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | -13,550 | -100.0% | -$87.57万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -3,676 | -100.0% | -$87.57万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -23,136 | -100.0% | -$86.11万 | 清仓 |
| NXE | NEXGEN ENERGY LTD | $0 | 0.00% | 0 | -74,231 | -100.0% | -$86.11万 | 清仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $0 | 0.00% | 0 | -25,576 | -100.0% | -$85.42万 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -5,207 | -100.0% | -$85.06万 | 清仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $0 | 0.00% | 0 | -97,910 | -100.0% | -$84.69万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -37,145 | -100.0% | -$84.39万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -20,351 | -100.0% | -$81.87万 | 清仓 |
| VERA | VERA THERAPEUTICS INC | $0 | 0.00% | 0 | -20,244 | -100.0% | -$81.44万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -9,408 | -100.0% | -$79.58万 | 清仓 |
| KLAR | KLARNA GROUP PLC | $0 | 0.00% | 0 | -60,138 | -100.0% | -$78.72万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -16,835 | -100.0% | -$77.39万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -4,529 | -100.0% | -$76.60万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -1,984 | -100.0% | -$75.37万 | 清仓 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | -5,398 | -100.0% | -$75.12万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -3,602 | -100.0% | -$74.23万 | 清仓 |
| CAKE | CHEESECAKE FACTORY INC | $0 | 0.00% | 0 | -13,510 | -100.0% | -$73.97万 | 清仓 |
| SLG | SL GREEN RLTY CORP | $0 | 0.00% | 0 | -19,559 | -100.0% | -$72.25万 | 清仓 |
| QS | QUANTUMSCAPE CORP | $0 | 0.00% | 0 | -112,558 | -100.0% | -$71.81万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -5,432 | -100.0% | -$71.70万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -9,123 | -100.0% | -$65.52万 | 清仓 |
| FRMI | FERMI INC | $0 | 0.00% | 0 | -111,000 | -100.0% | -$64.82万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -6,573 | -100.0% | -$64.67万 | 清仓 |
| HIW | HIGHWOODS PPTYS INC | $0 | 0.00% | 0 | -29,587 | -100.0% | -$63.35万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -54,644 | -100.0% | -$63.06万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -6,018 | -100.0% | -$61.35万 | 清仓 |
| NJR | NEW JERSEY RES CORP | $0 | 0.00% | 0 | -10,840 | -100.0% | -$59.53万 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -44,955 | -100.0% | -$58.98万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -1,990 | -100.0% | -$57.85万 | 清仓 |
| — | TWO HARBORS INVENTMENT CORPO | $0 | 0.00% | 0 | -50,100 | -100.0% | -$57.21万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -4,789 | -100.0% | -$56.06万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -30,484 | -100.0% | -$55.91万 | 清仓 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | -11,156 | -100.0% | -$54.89万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -2,831 | -100.0% | -$53.94万 | 清仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $0 | 0.00% | 0 | -42,446 | -100.0% | -$53.78万 | 清仓 |
| EEFT | EURONET WORLDWIDE INC | $0 | 0.00% | 0 | -8,003 | -100.0% | -$53.12万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -11,129 | -100.0% | -$52.23万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -9,224 | -100.0% | -$52.17万 | 清仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $0 | 0.00% | 0 | -62,094 | -100.0% | -$51.54万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -2,660 | -100.0% | -$51.31万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -7,539 | -100.0% | -$50.91万 | 清仓 |
| NXT | NEXTPOWER INC | $0 | 0.00% | 0 | -4,171 | -100.0% | -$50.28万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -288 | -100.0% | -$49.80万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -3,213 | -100.0% | -$49.79万 | 清仓 |
| ONDS | ONDAS INC | $0 | 0.00% | 0 | -54,685 | -100.0% | -$49.44万 | 清仓 |
| USAR | USA RARE EARTH INC | $0 | 0.00% | 0 | -31,917 | -100.0% | -$48.31万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -3,444 | -100.0% | -$48.07万 | 清仓 |
| TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | -9,620 | -100.0% | -$47.90万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -6,110 | -100.0% | -$47.59万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -6,353 | -100.0% | -$47.30万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$46.73万 | 清仓 |
| RDW | REDWIRE CORPORATION | $0 | 0.00% | 0 | -54,080 | -100.0% | -$45.97万 | 清仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -10,483 | -100.0% | -$45.84万 | 清仓 |
| CIFR | CIPHER DIGITAL INC | $0 | 0.00% | 0 | -35,249 | -100.0% | -$45.37万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -15,665 | -100.0% | -$45.16万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -6,863 | -100.0% | -$44.75万 | 清仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $0 | 0.00% | 0 | -5,455 | -100.0% | -$44.15万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -9,002 | -100.0% | -$44.08万 | 清仓 |
| ATRO | ASTRONICS CORP | $0 | 0.00% | 0 | -6,481 | -100.0% | -$43.25万 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $0 | 0.00% | 0 | -9,546 | -100.0% | -$42.43万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -11,182 | -100.0% | -$41.70万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -4,224 | -100.0% | -$40.61万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -1,231 | -100.0% | -$40.26万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -4,758 | -100.0% | -$39.40万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -6,008 | -100.0% | -$39.21万 | 清仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -41,165 | -100.0% | -$39.19万 | 清仓 |
| FULT | FULTON FINL CORP PA | $0 | 0.00% | 0 | -19,227 | -100.0% | -$39.11万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -13,700 | -100.0% | -$38.95万 | 清仓 |
| VLY | VALLEY NATL BANCORP | $0 | 0.00% | 0 | -31,340 | -100.0% | -$38.49万 | 清仓 |
| AAON | AAON INC | $0 | 0.00% | 0 | -4,622 | -100.0% | -$38.25万 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -55,439 | -100.0% | -$38.09万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -20,197 | -100.0% | -$38.03万 | 清仓 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -7,556 | -100.0% | -$37.76万 | 清仓 |
| TEM | TEMPUS AI INC | $0 | 0.00% | 0 | -8,304 | -100.0% | -$37.55万 | 清仓 |
| IBRX | IMMUNITYBIO INC | $0 | 0.00% | 0 | -48,800 | -100.0% | -$37.43万 | 清仓 |
| CROX | CROCS INC | $0 | 0.00% | 0 | -4,441 | -100.0% | -$36.87万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -2,158 | -100.0% | -$36.80万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -5,489 | -100.0% | -$36.38万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -4,348 | -100.0% | -$35.94万 | 清仓 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | -6,525 | -100.0% | -$35.65万 | 清仓 |
| FLY | FIREFLY AEROSPACE INC | $0 | 0.00% | 0 | -12,383 | -100.0% | -$35.25万 | 清仓 |
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$34.71万 | 清仓 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -12,915 | -100.0% | -$34.15万 | 清仓 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | -62,277 | -100.0% | -$33.94万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -10,217 | -100.0% | -$33.94万 | 清仓 |
| MEC | MAYVILLE ENGR CO INC | $0 | 0.00% | 0 | -18,696 | -100.0% | -$33.56万 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -8,347 | -100.0% | -$33.30万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -5,222 | -100.0% | -$33.14万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -15,798 | -100.0% | -$32.80万 | 清仓 |