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 |
|---|---|---|---|---|---|---|---|---|
| CMC | COMMERCIAL METALS CO | $0 | 0.00% | 0 | -5,284 | -100.0% | -$32.46万 | 清仓 |
| LINE | LINEAGE INC | $0 | 0.00% | 0 | -9,700 | -100.0% | -$31.78万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -5,465 | -100.0% | -$31.50万 | 清仓 |
| LAMR | LAMAR ADVERTISING CO | $0 | 0.00% | 0 | -2,455 | -100.0% | -$31.09万 | 清仓 |
| TRP | TC ENERGY CORP | $0 | 0.00% | 0 | -4,830 | -100.0% | -$30.24万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -4,465 | -100.0% | -$30.05万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -2,800 | -100.0% | -$29.93万 | 清仓 |
| NSIT | INSIGHT ENTERPRISES INC | $0 | 0.00% | 0 | -4,461 | -100.0% | -$29.89万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -18,045 | -100.0% | -$29.03万 | 清仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $0 | 0.00% | 0 | -8,200 | -100.0% | -$28.86万 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $0 | 0.00% | 0 | -3,090 | -100.0% | -$28.02万 | 清仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,321 | -100.0% | -$27.16万 | 清仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $0 | 0.00% | 0 | -6,792 | -100.0% | -$27.05万 | 清仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $0 | 0.00% | 0 | -23,054 | -100.0% | -$26.86万 | 清仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | -11,457 | -100.0% | -$26.80万 | 清仓 |
| TNGX | TANGO THERAPEUTICS INC | $0 | 0.00% | 0 | -12,535 | -100.0% | -$26.22万 | 清仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $0 | 0.00% | 0 | -17,842 | -100.0% | -$26.21万 | 清仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $0 | 0.00% | 0 | -7,214 | -100.0% | -$25.78万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -11,768 | -100.0% | -$25.61万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | -11,907 | -100.0% | -$25.20万 | 清仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $0 | 0.00% | 0 | -26,903 | -100.0% | -$24.97万 | 清仓 |
| ALM | ALMONTY INDS INC | $0 | 0.00% | 0 | -17,203 | -100.0% | -$24.91万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -5,157 | -100.0% | -$24.85万 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | -40,906 | -100.0% | -$24.67万 | 清仓 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -1,914 | -100.0% | -$24.35万 | 清仓 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -6,300 | -100.0% | -$24.19万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -1,786 | -100.0% | -$23.78万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -5,797 | -100.0% | -$23.46万 | 清仓 |
| GT | GOODYEAR TIRE & RUBR CO | $0 | 0.00% | 0 | -34,568 | -100.0% | -$22.92万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP | $0 | 0.00% | 0 | -1,324 | -100.0% | -$22.79万 | 清仓 |
| LUNR | INTUITIVE MACHINES INC | $0 | 0.00% | 0 | -11,619 | -100.0% | -$21.56万 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -4,234 | -100.0% | -$21.45万 | 清仓 |
| EZU | ISHARES INC | $0 | 0.00% | 0 | -3,400 | -100.0% | -$21.30万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,945 | -100.0% | -$21.20万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG | $0 | 0.00% | 0 | -4,448 | -100.0% | -$21.16万 | 清仓 |
| AGO | ASSURED GUARANTY LTD | $0 | 0.00% | 0 | -2,571 | -100.0% | -$20.95万 | 清仓 |
| EWW | ISHARES INC | $0 | 0.00% | 0 | -2,700 | -100.0% | -$20.31万 | 清仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $0 | 0.00% | 0 | -9,732 | -100.0% | -$20.18万 | 清仓 |
| BLSH | BULLISH | $0 | 0.00% | 0 | -5,622 | -100.0% | -$20.09万 | 清仓 |
| IAUX | I-80 GOLD CORP | $0 | 0.00% | 0 | -113,400 | -100.0% | -$17.24万 | 清仓 |
| TMQ | TRILOGY METALS INC NEW | $0 | 0.00% | 0 | -46,300 | -100.0% | -$16.62万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -25,369 | -100.0% | -$15.17万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -23,455 | -100.0% | -$14.05万 | 清仓 |
| MITK | MITEK SYS INC | $0 | 0.00% | 0 | -10,336 | -100.0% | -$13.95万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -16,263 | -100.0% | -$13.84万 | 清仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $0 | 0.00% | 0 | -58,200 | -100.0% | -$13.79万 | 清仓 |
| LWLG | LIGHTWAVE LOGIC INC | $0 | 0.00% | 0 | -16,314 | -100.0% | -$11.47万 | 清仓 |
| LCID | LUCID GROUP INC | $0 | 0.00% | 0 | -11,566 | -100.0% | -$11.02万 | 清仓 |
| BLMN | BLOOMIN BRANDS INC | $0 | 0.00% | 0 | -18,708 | -100.0% | -$10.10万 | 清仓 |
| SG | SWEETGREEN INC | $0 | 0.00% | 0 | -18,833 | -100.0% | -$9.77万 | 清仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $0 | 0.00% | 0 | -15,685 | -100.0% | -$9.63万 | 清仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $0 | 0.00% | 0 | -60,833 | -100.0% | -$9.61万 | 清仓 |
| — | SERVICE PPTYS TR | $0 | 0.00% | 0 | -65,000 | -100.0% | -$8.81万 | 清仓 |
| NTSK | NETSKOPE INC | $0 | 0.00% | 0 | -10,374 | -100.0% | -$8.81万 | 清仓 |
| URG | UR-ENERGY INC | $0 | 0.00% | 0 | -56,600 | -100.0% | -$8.43万 | 清仓 |
| OCGN | OCUGEN INC | $0 | 0.00% | 0 | -41,816 | -100.0% | -$7.57万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -35,719 | -100.0% | -$6.97万 | 清仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $0 | 0.00% | 0 | -20,600 | -100.0% | -$6.80万 | 清仓 |
| INN | SUMMIT HOTEL PPTYS | $0 | 0.00% | 0 | -12,925 | -100.0% | -$5.71万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -11,619 | -100.0% | -$4.98万 | 清仓 |
| XFOR | X4 PHARMACEUTICALS INC | $0 | 0.00% | 0 | -11,200 | -100.0% | -$4.63万 | 清仓 |
| IVVD | INVIVYD INC | $0 | 0.00% | 0 | -28,800 | -100.0% | -$3.74万 | 清仓 |
| SMRT | SMARTRENT INC | $0 | 0.00% | 0 | -22,800 | -100.0% | -$3.42万 | 清仓 |
| CABA | CABALETTA BIO INC | $0 | 0.00% | 0 | -12,522 | -100.0% | -$3.37万 | 清仓 |
| — | SES AI CORPORATION | $0 | 0.00% | 0 | -34,600 | -100.0% | -$3.33万 | 清仓 |
| — | AMERICAN RES CORP | $0 | 0.00% | 0 | -12,600 | -100.0% | -$3.05万 | 清仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $0 | 0.00% | 0 | -11,800 | -100.0% | -$2.87万 | 清仓 |
| CCCC | C4 THERAPEUTICS INC | $0 | 0.00% | 0 | -10,466 | -100.0% | -$2.75万 | 清仓 |
| — | PROKIDNEY CORP | $0 | 0.00% | 0 | -14,600 | -100.0% | -$2.61万 | 清仓 |
| — | VERITONE INC | $0 | 0.00% | 0 | -13,000 | -100.0% | -$2.56万 | 清仓 |
| — | ALT5 SIGMA CORP | $0 | 0.00% | 0 | -14,800 | -100.0% | -$1.64万 | 清仓 |
| — | PLAYBOY INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.52万 | 清仓 |
| — | REKOR SYSTEMS INC | $0 | 0.00% | 0 | -18,200 | -100.0% | -$1.49万 | 清仓 |
| — | NEW FORTRESS ENERGY INC | $0 | 0.00% | 0 | -18,100 | -100.0% | -$1.07万 | 清仓 |
| — | FRACTYL HEALTH INC | $0 | 0.00% | 0 | -18,200 | -100.0% | -$8,332 | 清仓 |