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 |
|---|---|---|---|---|---|---|---|---|
| INGR | INGREDION INC | $47.72万 | 0.01% | 5,039 | 5,039 | — | $47.72万 | 新建仓 |
| CHWY | CHEWY INC | $47.72万 | 0.01% | 24,284 | 24,284 | — | $47.72万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $47.68万 | 0.01% | 4,691 | 4,691 | — | $47.68万 | 新建仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $47.16万 | 0.01% | 6,594 | 6,594 | — | $47.16万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $46.97万 | 0.01% | 7,085 | 3,627 | 104.9% | $24.05万 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $46.25万 | 0.01% | 21,571 | -12,675 | -37.0% | -$27.18万 | 减仓 |
| IRON | DISC MEDICINE INC | $46.14万 | 0.01% | 6,309 | -7,511 | -54.3% | -$54.94万 | 减仓 |
| LCII | LCI INDS | $46.06万 | 0.01% | 4,350 | -1,655 | -27.6% | -$17.52万 | 重新持有 |
| HLMN | HILLMAN SOLUTIONS CORP | $45.58万 | 0.01% | 54,000 | -12,628 | -19.0% | -$10.66万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $45.10万 | 0.01% | 1,552 | -32,297 | -95.4% | -$938.52万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $45.00万 | 0.01% | 3,030 | 3,030 | — | $45.00万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $44.99万 | 0.01% | 11,744 | 11,744 | — | $44.99万 | 新建仓 |
| MAMA | MAMAS CREATIONS INC | $44.45万 | 0.01% | 24,900 | 24,900 | — | $44.45万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $43.71万 | 0.01% | 1,977 | 1,977 | — | $43.71万 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $43.56万 | 0.01% | 3,662 | -22,308 | -85.9% | -$265.35万 | 重新持有 |
| PAX | PATRIA INVESTMENTS LIMITED | $43.27万 | 0.01% | 39,412 | 39,412 | — | $43.27万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $43.07万 | 0.01% | 5,325 | -14,307 | -72.9% | -$115.73万 | 减仓 |
| VITL | VITAL FARMS INC | $41.84万 | 0.01% | 35,980 | -38,101 | -51.4% | -$44.31万 | 减仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $41.68万 | 0.01% | 72,613 | 72,613 | — | $41.68万 | 新建仓 |
| ICFI | ICF INTL INC | $41.57万 | 0.01% | 5,706 | 5,706 | — | $41.57万 | 新建仓 |
| IAG | IAMGOLD CORP | $41.56万 | 0.01% | 26,238 | -44,486 | -62.9% | -$70.47万 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $41.49万 | 0.01% | 1,425 | 785 | 122.7% | $22.86万 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $41.41万 | 0.01% | 76,405 | 27,020 | 54.7% | $14.64万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $41.22万 | 0.01% | 914 | -9,314 | -91.1% | -$420.04万 | 减仓 |
| QNT | QUANTINUUM INC | $40.87万 | 0.01% | 5,000 | 5,000 | — | $40.87万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $40.72万 | 0.01% | 4,730 | -8,571 | -64.4% | -$73.79万 | 重新持有 |
| BIIB | BIOGEN INC | $40.45万 | 0.01% | 1,872 | -19,784 | -91.4% | -$427.45万 | 减仓 |
| EOG | EOG RES INC | $40.44万 | 0.01% | 3,117 | 3,117 | — | $40.44万 | 新建仓 |
| FLR | FLUOR CORP | $40.13万 | 0.01% | 7,659 | 7,659 | — | $40.13万 | 新建仓 |
| CLX | CLOROX CO DEL | $39.18万 | 0.01% | 4,105 | -2,626 | -39.0% | -$25.06万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $38.99万 | 0.01% | 4,143 | -4,732 | -53.3% | -$44.54万 | 减仓 |
| DCI | DONALDSON INC | $38.95万 | 0.01% | 4,339 | 4,339 | — | $38.95万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $38.68万 | 0.01% | 20,022 | -50,384 | -71.6% | -$97.34万 | 重新持有 |
| MRK | MERCK & CO INC | $38.55万 | 0.01% | 3,000 | 3,000 | — | $38.55万 | 新建仓 |
| PI | IMPINJ INC | $38.44万 | 0.01% | 2,684 | 2,684 | — | $38.44万 | 新建仓 |
| PBI | PITNEY BOWES INC | $37.84万 | 0.01% | 21,596 | -3,379 | -13.5% | -$5.92万 | 减仓 |
| POST | POST HLDGS INC | $37.70万 | 0.01% | 4,271 | -5,655 | -57.0% | -$49.91万 | 减仓 |
| SHAK | SHAKE SHACK INC | $37.63万 | 0.01% | 6,717 | 585 | 9.5% | $3.28万 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $37.58万 | 0.01% | 3,989 | 3,989 | — | $37.58万 | 新建仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $36.75万 | 0.01% | 21,062 | 7,290 | 52.9% | $12.72万 | 加仓 |
| — | TELIX PHARMACEUTICAL LTD | $36.46万 | 0.01% | 31,621 | 31,621 | — | $36.46万 | 新建仓 |
| RLI | RLI CORP | $36.37万 | 0.01% | 6,157 | 6,157 | — | $36.37万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $36.33万 | 0.01% | 4,705 | 4,705 | — | $36.33万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.16万 | 0.01% | 870 | -479 | -35.5% | -$19.91万 | 减仓 |
| CRK | COMSTOCK RES INC | $35.71万 | 0.01% | 23,936 | 23,936 | — | $35.71万 | 新建仓 |
| WOLF | WOLFSPEED INC | $35.61万 | 0.01% | 7,380 | 7,380 | — | $35.61万 | 新建仓 |
| AGCO | AGCO CORP | $35.35万 | 0.01% | 2,953 | -3,027 | -50.6% | -$36.23万 | 重新持有 |
| BTGO | BITGO HOLDINGS INC | $35.08万 | 0.01% | 67,720 | 67,720 | — | $35.08万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $34.81万 | 0.01% | 2,527 | 2,527 | — | $34.81万 | 新建仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $34.75万 | 0.01% | 19,179 | 151 | 0.8% | $2,736 | 加仓 |
| MUR | MURPHY OIL CORP | $34.73万 | 0.01% | 10,668 | -15,399 | -59.1% | -$50.14万 | 重新持有 |
| WGO | WINNEBAGO INDS INC | $34.47万 | 0.01% | 11,035 | 11,035 | — | $34.47万 | 新建仓 |
| GBX | GREENBRIER COS INC | $34.16万 | 0.01% | 6,969 | -38,293 | -84.6% | -$187.67万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $33.77万 | 0.01% | 38,161 | 38,161 | — | $33.77万 | 新建仓 |
| TE | T1 ENERGY INC | $33.50万 | 0.01% | 35,337 | -3,203 | -8.3% | -$3.04万 | 重新持有 |
| BNTX | BIONTECH SE | $33.50万 | 0.01% | 3,600 | 3,600 | — | $33.50万 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $33.46万 | 0.01% | 16,832 | -721 | -4.1% | -$1.43万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $33.30万 | 0.01% | 2,896 | 2,896 | — | $33.30万 | 新建仓 |
| ADT | ADT INC DEL | $33.26万 | 0.01% | 51,170 | -19,753 | -27.9% | -$12.84万 | 减仓 |
| GH | GUARDANT HEALTH INC | $32.80万 | 0.01% | 2,186 | -24,109 | -91.7% | -$361.71万 | 重新持有 |
| — | STELLAR BANCORP INC | $32.02万 | 0.01% | 8,144 | -2,197 | -21.2% | -$8.64万 | 减仓 |
| VNOM | VIPER ENERGY INC | $32.02万 | 0.01% | 7,551 | 7,551 | — | $32.02万 | 新建仓 |
| PPC | PILGRIMS PRIDE CORP | $31.89万 | 0.01% | 11,343 | -3,009 | -21.0% | -$8.46万 | 减仓 |
| IEX | IDEX CORP | $31.55万 | 0.01% | 1,390 | -18,807 | -93.1% | -$426.83万 | 减仓 |
| MARA | MARA HOLDINGS INC | $31.25万 | 0.01% | 22,501 | -981 | -4.2% | -$1.36万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $31.23万 | 0.01% | 2,328 | -11,262 | -82.9% | -$151.06万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $31.07万 | 0.01% | 8,629 | 8,629 | — | $31.07万 | 新建仓 |
| AVTR | AVANTOR INC | $30.97万 | 0.01% | 31,285 | 31,285 | — | $30.97万 | 新建仓 |
| ROCK | GIBRALTAR INDS INC | $30.80万 | 0.01% | 6,830 | -3,986 | -36.9% | -$17.98万 | 减仓 |
| XNDU | XANADU QUANTUM TECHNOLO LTD | $30.77万 | 0.01% | 25,411 | 25,411 | — | $30.77万 | 新建仓 |
| BETA | BETA TECHNOLOGIES INC | $30.76万 | 0.01% | 18,362 | 18,362 | — | $30.76万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $30.52万 | 0.01% | 312 | -13,779 | -97.8% | -$1,347.75万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $30.01万 | 0.01% | 6,727 | 6,727 | — | $30.01万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $29.98万 | 0.01% | 11,608 | 11,608 | — | $29.98万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $29.88万 | 0.01% | 5,729 | 5,729 | — | $29.88万 | 新建仓 |
| CDRE | CADRE HLDGS INC | $29.58万 | 0.01% | 10,377 | 10,377 | — | $29.58万 | 新建仓 |
| VRNS | VARONIS SYS INC | $29.42万 | 0.01% | 7,012 | 7,012 | — | $29.42万 | 新建仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $29.25万 | 0.01% | 4,127 | 4,127 | — | $29.25万 | 新建仓 |
| HTZ | HERTZ GLOBAL HLDGS INC 看涨期权 | $29.11万 | 0.01% | 128,500 | 128,500 | — | $29.11万 | 新建仓 |
| TENX | TENAX THERAPEUTICS INC | $29.09万 | 0.01% | 19,993 | 19,993 | — | $29.09万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $28.95万 | 0.01% | 5,182 | 5,182 | — | $28.95万 | 新建仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $28.88万 | 0.01% | 7,931 | -2,763 | -25.8% | -$10.06万 | 减仓 |
| GTY | GETTY RLTY CORP NEW | $28.81万 | 0.01% | 8,635 | 8,635 | — | $28.81万 | 新建仓 |
| USLM | UNITED STS LIME & MINERALS I | $28.72万 | 0.01% | 2,744 | -2,942 | -51.7% | -$30.79万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $28.47万 | 0.01% | 2,314 | 2,314 | — | $28.47万 | 新建仓 |
| CBZ | CBIZ INC | $28.14万 | 0.01% | 8,773 | 8,773 | — | $28.14万 | 新建仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $28.08万 | 0.01% | 3,340 | -1,211 | -26.6% | -$10.18万 | 减仓 |
| POET | POET TECHNOLOGIES INC | $27.57万 | 0.01% | 26,815 | -49,200 | -64.7% | -$50.58万 | 减仓 |
| FISV | FISERV INC | $27.45万 | 0.01% | 5,596 | -4,919 | -46.8% | -$24.13万 | 重新持有 |
| OPCH | OPTION CARE HEALTH INC | $27.39万 | 0.01% | 13,063 | 13,063 | — | $27.39万 | 新建仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $27.20万 | 0.01% | 18,413 | 18,413 | — | $27.20万 | 新建仓 |
| INFQ | INFLEQTION INC | $26.92万 | 0.01% | 20,207 | 20,207 | — | $26.92万 | 新建仓 |
| SMP | STANDARD MTR PRODS INC | $26.81万 | 0.01% | 6,879 | 6,879 | — | $26.81万 | 新建仓 |
| GRPN | GROUPON INC | $26.60万 | 0.01% | 11,055 | -70,311 | -86.4% | -$169.17万 | 减仓 |
| TMP | TOMPKINS FINL CORP | $25.90万 | 0.01% | 2,740 | 2,740 | — | $25.90万 | 新建仓 |
| WLTH | WEALTHFRONT CORP | $25.09万 | 0.01% | 28,067 | 13,878 | 97.8% | $12.41万 | 加仓 |
| AORT | ARTIVION INC | $25.00万 | 0.01% | 11,126 | 11,126 | — | $25.00万 | 新建仓 |
| HLNE | HAMILTON LANE INC | $24.93万 | 0.01% | 3,162 | 3,162 | — | $24.93万 | 新建仓 |
| IR | INGERSOLL RAND INC | $24.83万 | 0.01% | 3,029 | 3,029 | — | $24.83万 | 新建仓 |
| SNAP | SNAP INC | $24.70万 | 0.01% | 55,621 | 55,621 | — | $24.70万 | 新建仓 |