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 |
|---|---|---|---|---|---|---|---|---|
| TTD | THE TRADE DESK INC | $137.17万 | 0.04% | 75,870 | 59,165 | 354.2% | $106.97万 | 重新持有 |
| FRT | FEDERAL RLTY INVT TR NEW | $136.93万 | 0.04% | 11,093 | 11,093 | — | $136.93万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $135.77万 | 0.03% | 9,131 | 9,131 | — | $135.77万 | 新建仓 |
| STLA | STELLANTIS N.V | $135.51万 | 0.03% | 236,074 | 236,074 | — | $135.51万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $135.17万 | 0.03% | 151,539 | 15,140 | 11.1% | $13.50万 | 加仓 |
| CENX | CENTURY ALUM CO | $134.30万 | 0.03% | 29,189 | -27,885 | -48.9% | -$128.30万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $134.18万 | 0.03% | 14,787 | 14,787 | — | $134.18万 | 新建仓 |
| PEB | PEBBLEBROOK HOTEL TR | $133.57万 | 0.03% | 68,814 | 68,814 | — | $133.57万 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC | $133.51万 | 0.03% | 73,560 | -8,837 | -10.7% | -$16.04万 | 减仓 |
| MDB | MONGODB INC | $131.84万 | 0.03% | 3,925 | 221 | 6.0% | $7.42万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $129.25万 | 0.03% | 2,578 | 433 | 20.2% | $21.71万 | 重新持有 |
| DFH | DREAM FINDERS HOMES INC | $129.21万 | 0.03% | 74,861 | 22,231 | 42.2% | $38.37万 | 加仓 |
| — | GUARDIAN METAL RES PLC | $129.04万 | 0.03% | 92,108 | 92,108 | — | $129.04万 | 新建仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $126.77万 | 0.03% | 23,785 | -41,713 | -63.7% | -$222.33万 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $126.28万 | 0.03% | 27,151 | 18,106 | 200.2% | $84.21万 | 加仓 |
| IMNM | IMMUNOME INC | $126.03万 | 0.03% | 59,476 | -33,404 | -36.0% | -$70.78万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $125.44万 | 0.03% | 14,534 | -10,611 | -42.2% | -$91.58万 | 减仓 |
| YELP | YELP INC | $123.95万 | 0.03% | 50,551 | 37,410 | 284.7% | $91.73万 | 加仓 |
| BULL | WEBULL CORP | $123.51万 | 0.03% | 189,435 | -55,757 | -22.7% | -$36.35万 | 减仓 |
| MOS | MOSAIC CO | $123.26万 | 0.03% | 58,170 | -1,704 | -2.8% | -$3.61万 | 减仓 |
| SDGR | SCHRODINGER INC | $122.86万 | 0.03% | 75,606 | 75,606 | — | $122.86万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $122.15万 | 0.03% | 24,227 | 24,227 | — | $122.15万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $121.15万 | 0.03% | 5,546 | 5,546 | — | $121.15万 | 新建仓 |
| SON | SONOCO PRODS CO | $120.91万 | 0.03% | 21,457 | 21,457 | — | $120.91万 | 新建仓 |
| PTCT | PTC THERAPEUTICS INC | $118.92万 | 0.03% | 14,579 | 14,579 | — | $118.92万 | 新建仓 |
| CACI | CACI INTL INC | $118.92万 | 0.03% | 2,567 | -353 | -12.1% | -$16.35万 | 减仓 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $118.39万 | 0.03% | 58,843 | 58,843 | — | $118.39万 | 新建仓 |
| POOL | POOL CORP | $118.13万 | 0.03% | 5,497 | 3,484 | 173.1% | $74.87万 | 加仓 |
| FHI | FEDERATED HERMES INC | $117.33万 | 0.03% | 21,248 | 12,163 | 133.9% | $67.16万 | 重新持有 |
| INGM | INGRAM MICRO HLDG CORP | $117.29万 | 0.03% | 42,759 | 42,759 | — | $117.29万 | 新建仓 |
| DSGN | DESIGN THERAPEUTICS INC | $116.72万 | 0.03% | 80,663 | 80,663 | — | $116.72万 | 新建仓 |
| PSX | PHILLIPS 66 | $115.97万 | 0.03% | 6,860 | 1,692 | 32.7% | $28.60万 | 重新持有 |
| PIPR | PIPER SANDLER COMPANIES | $115.34万 | 0.03% | 15,944 | 15,944 | — | $115.34万 | 新建仓 |
| PHVS | PHARVARIS N V | $115.34万 | 0.03% | 33,354 | 4,170 | 14.3% | $14.42万 | 加仓 |
| UNP | UNION PAC CORP | $114.68万 | 0.03% | 4,216 | 4,216 | — | $114.68万 | 新建仓 |
| DIS | DISNEY WALT CO | $113.49万 | 0.03% | 11,791 | -3,025 | -20.4% | -$29.12万 | 减仓 |
| EQPT | EQUIPMENTSHARE COM INC | $113.00万 | 0.03% | 57,479 | 57,479 | — | $113.00万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $112.81万 | 0.03% | 8,493 | -1,032 | -10.8% | -$13.71万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $112.40万 | 0.03% | 4,632 | 4,632 | — | $112.40万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $110.20万 | 0.03% | 9,075 | 9,075 | — | $110.20万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $109.90万 | 0.03% | 795 | 795 | — | $109.90万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $109.03万 | 0.03% | 22,143 | -56,281 | -71.8% | -$277.13万 | 减仓 |
| KMPR | KEMPER CORP | $109.02万 | 0.03% | 40,437 | 26,563 | 191.5% | $71.61万 | 加仓 |
| NP | NEPTUNE INS HLDGS INC | $108.75万 | 0.03% | 34,524 | -2,616 | -7.0% | -$8.24万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $107.61万 | 0.03% | 1,866 | -3,934 | -67.8% | -$226.87万 | 减仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $107.45万 | 0.03% | 352,284 | -27,481 | -7.2% | -$8.38万 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $107.13万 | 0.03% | 17,285 | 17,285 | — | $107.13万 | 新建仓 |
| UFPI | UFP INDUSTRIES INC | $106.74万 | 0.03% | 11,763 | 11,763 | — | $106.74万 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP | $105.70万 | 0.03% | 29,859 | -94,891 | -76.1% | -$335.91万 | 减仓 |
| INMD | INMODE LTD | $105.64万 | 0.03% | 72,260 | 29,346 | 68.4% | $42.90万 | 加仓 |
| GVA | GRANITE CONSTR INC | $105.61万 | 0.03% | 6,681 | -30,879 | -82.2% | -$488.14万 | 减仓 |
| ABSI | ABSCI CORPORATION | $105.48万 | 0.03% | 91,012 | 91,012 | — | $105.48万 | 新建仓 |
| SDRL | SEADRILL LTD | $105.43万 | 0.03% | 27,878 | 14,988 | 116.3% | $56.68万 | 加仓 |
| RYN | RAYONIER INC | $105.03万 | 0.03% | 49,357 | 49,357 | — | $105.03万 | 新建仓 |
| GOOGL | ALPHABET INC | $104.28万 | 0.03% | 2,918 | 300 | 11.5% | $10.72万 | 加仓 |
| FN | FABRINET | $103.98万 | 0.03% | 1,850 | 1,850 | — | $103.98万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $103.79万 | 0.03% | 4,798 | 4,798 | — | $103.79万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $102.98万 | 0.03% | 12,799 | -7,253 | -36.2% | -$58.36万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $102.91万 | 0.03% | 12,774 | -7,643 | -37.4% | -$61.57万 | 减仓 |
| CCI | CROWN CASTLE INC | $102.43万 | 0.03% | 13,526 | 13,526 | — | $102.43万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $102.01万 | 0.03% | 6,180 | -332 | -5.1% | -$5.48万 | 减仓 |
| SAIL | SAILPOINT INC | $101.28万 | 0.03% | 69,182 | 69,182 | — | $101.28万 | 新建仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $100.76万 | 0.03% | 28,716 | 28,716 | — | $100.76万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $100.03万 | 0.03% | 13,796 | 7,116 | 106.5% | $51.60万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $99.19万 | 0.03% | 36,453 | 17,663 | 94.0% | $48.06万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $97.13万 | 0.02% | 10,963 | 7,513 | 217.8% | $66.57万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $97.03万 | 0.02% | 8,208 | -44,542 | -84.4% | -$526.53万 | 减仓 |
| LKQ | LKQ CORP | $96.48万 | 0.02% | 36,641 | -18,767 | -33.9% | -$49.41万 | 减仓 |
| KSA | ISHARES TR | $95.89万 | 0.02% | 25,700 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC | $95.59万 | 0.02% | 11,084 | -15,542 | -58.4% | -$134.03万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $95.29万 | 0.02% | 25,914 | 2,859 | 12.4% | $10.51万 | 加仓 |
| ABBV | ABBVIE INC | $94.19万 | 0.02% | 3,743 | 1,244 | 49.8% | $31.30万 | 加仓 |
| CDW | CDW CORP | $94.10万 | 0.02% | 6,691 | -6,392 | -48.9% | -$89.90万 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC | $93.63万 | 0.02% | 69,205 | -181,125 | -72.4% | -$245.06万 | 减仓 |
| LAD | LITHIA MTRS INC | $92.90万 | 0.02% | 3,198 | -1,232 | -27.8% | -$35.79万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $92.14万 | 0.02% | 15,112 | -3,333 | -18.1% | -$20.32万 | 重新持有 |
| TXT | TEXTRON INC | $91.97万 | 0.02% | 10,026 | 1,653 | 19.7% | $15.16万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $91.51万 | 0.02% | 7,720 | 5,448 | 239.8% | $64.58万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $90.75万 | 0.02% | 25,825 | 25,825 | — | $90.75万 | 新建仓 |
| CI | THE CIGNA GROUP | $90.42万 | 0.02% | 3,280 | 633 | 23.9% | $17.45万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $89.91万 | 0.02% | 3,540 | 3,540 | — | $89.91万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $89.08万 | 0.02% | 4,610 | -18,320 | -79.9% | -$354.00万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $89.01万 | 0.02% | 30,133 | -143,102 | -82.6% | -$422.72万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $87.93万 | 0.02% | 7,799 | 7,799 | — | $87.93万 | 新建仓 |
| LCLN | LINCOLN INTL INC | $86.72万 | 0.02% | 36,329 | 36,329 | — | $86.72万 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $85.63万 | 0.02% | 18,115 | 18,115 | — | $85.63万 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $84.58万 | 0.02% | 28,885 | 28,885 | — | $84.58万 | 新建仓 |
| GERN | GERON CORP | $84.10万 | 0.02% | 657,024 | 657,024 | — | $84.10万 | 新建仓 |
| ANF | ABERCROMBIE & FITCH CO | $83.22万 | 0.02% | 9,246 | 9,246 | — | $83.22万 | 新建仓 |
| COR | CENCORA INC | $82.88万 | 0.02% | 2,929 | 2,929 | — | $82.88万 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC | $82.50万 | 0.02% | 57,897 | -221,730 | -79.3% | -$315.97万 | 重新持有 |
| SANM | SANMINA CORP | $82.45万 | 0.02% | 3,258 | 3,258 | — | $82.45万 | 新建仓 |
| UPWK | UPWORK INC | $82.17万 | 0.02% | 98,287 | 52,994 | 117.0% | $44.30万 | 加仓 |
| NCNO | NCINO INC | $82.13万 | 0.02% | 50,233 | 50,233 | — | $82.13万 | 新建仓 |
| KIE | SPDR SERIES TRUST | $82.06万 | 0.02% | 13,455 | 13,455 | — | $82.06万 | 新建仓 |
| DY | DYCOM INDS INC | $80.44万 | 0.02% | 1,591 | 1,591 | — | $80.44万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $80.41万 | 0.02% | 5,781 | -7,917 | -57.8% | -$110.12万 | 重新持有 |
| WCN | WASTE CONNECTIONS INC | $80.11万 | 0.02% | 4,806 | -12,727 | -72.6% | -$212.15万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $80.10万 | 0.02% | 8,419 | 8,419 | — | $80.10万 | 新建仓 |
| FDX | FEDEX CORP | $80.07万 | 0.02% | 2,557 | -11,899 | -82.3% | -$372.59万 | 减仓 |