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SummitTX 资本 · 13F 持仓分析
期权收益计算器 机构排行

SummitTX 资本

SummitTX Capital, L.P.No.1147 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$38.86亿
环比变动 Q1 2026
+$6.84亿+21.3%
持仓股票数
756
新买入
327
加仓
193
减仓
234
清仓
310
持股不变
2
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
13.08%15.1%$5.08亿68.1万股$4.84亿74.4万股-6.3万股-8.47%减仓
V先锋领航指数基金VOO
7.66%5.2%$2.98亿40.4万股$1.66亿28.8万股+11.6万股+40.21%加仓
ANALOG DEVICES COMADI
1.78%0.16%$6,900.6万17.4万股$527.3万1.7万股+15.7万股+948.17%加仓
MMKSMKSI
1.51%1.15%$5,871.8万13.2万股$3,697.8万16.1万股-2.9万股-17.96%减仓
阿斯麦ASML
1.37%1.16%$5,339.5万2.7万股$3,725.4万2.8万股-1,366股-4.84%减仓
华纳兄弟探索WBD
1.12%1.44%$4,357.6万163.5万股$4,602.2万167.6万股-4.1万股-2.47%减仓
应用材料AMAT
1.11%0.66%$4,318.4万6.0万股$2,121.2万6.2万股-2,333股-3.76%减仓
S道富XLI
0.92%$3,578.0万19.3万股$00股+19.3万股新买入
恩智浦NXPI
0.87%0.34%$3,393.5万12.1万股$1,086.8万5.5万股+6.6万股+118.72%加仓
亚马逊AMZN
0.82%0.75%$3,189.5万13.4万股$2,399.8万11.5万股+1.9万股+16.14%加仓
OOREILLY AUTOMOTIVE COMORLY
0.71%0.48%$2,758.0万29.9万股$1,534.4万16.6万股+13.3万股+80.18%加仓
CCBRE CL ACBRE
0.7%0.31%$2,719.0万20.2万股$984.2万7.3万股+12.9万股+177.85%加仓
艺电EA
0.7%0.64%$2,713.0万13.2万股$2,038.7万10.0万股+3.2万股+32.32%加仓
美光科技MU
0.67%$2,589.1万2.2万股$00股+2.2万股新买入
3M COMMMM
0.66%0.08%$2,578.8万15.9万股$251.9万1.7万股+14.2万股+818.22%加仓
LPL金融LPLA
0.65%0.17%$2,529.8万9.0万股$555.5万1.8万股+7.1万股+386.36%加仓
AMD超威AMD
0.64%$2,495.5万4.3万股$00股+4.3万股新买入
OONTO INNOVATIONONTO
0.64%0.16%$2,487.7万6.6万股$509.5万2.5万股+4.1万股+164.57%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.62%1.03%$2,416.2万3.4万股$3,298.7万5.3万股-1.9万股-35.77%减仓
LOWES COS COMLOW
0.59%$2,297.5万10.4万股$00股+10.4万股新买入
ALLIANT ENERGY COMLNT
0.57%0.61%$2,230.0万29.2万股$1,942.7万27.1万股+2.2万股+7.97%加仓
ZZIONS BANCORPORATION NATL ASZION
0.56%0.02%$2,188.1万31.6万股$70.9万1.2万股+30.4万股+2,469.81%加仓
林德LIN
0.52%0.2%$2,005.1万3.9万股$650.3万1.3万股+2.6万股+194.55%加仓
沃尔玛WMT
0.52%0.18%$2,001.5万17.7万股$579.5万4.7万股+13.0万股+279.02%加仓
美国合众银行USB
0.5%0.07%$1,961.4万32.5万股$212.2万4.1万股+28.4万股+695.92%加仓
AAMEREN COMDHS
0.5%0.54%$1,942.8万17.2万股$1,732.8万15.8万股+1.4万股+9.02%加仓
思科CSCO
0.5%0.84%$1,940.0万16.5万股$2,700.1万34.8万股-18.3万股-52.54%减仓
NNVRNVR
0.5%0.84%$1,926.1万2,827股$2,704.5万4,104股-1,277股-31.12%减仓
ROKU COM CL AROKU
0.49%$1,910.4万13.8万股$00股+13.8万股新买入
好市多COST
0.49%0.32%$1,888.2万2.0万股$1,035.8万1.0万股+9,789股+94.17%加仓
I景顺交易所交易基金信托RSP
0.48%1.4%$1,876.9万8.8万股$4,497.1万23.4万股-14.6万股-62.35%减仓
INTERCONTINENTAL EXCHANGE COMICE
0.48%0.12%$1,861.6万15.1万股$373.1万2.4万股+12.7万股+537.36%加仓
TTOLL BROTHERSTOL
0.47%$1,822.4万11.1万股$00股+11.1万股新买入
GAMING &LEISURE PGLPI
0.43%0.36%$1,678.6万37.7万股$1,165.5万26.3万股+11.4万股+43.51%加仓
FFLEXFLEX
0.42%0.25%$1,637.8万10.1万股$805.1万12.3万股-2.2万股-17.84%减仓
LAUDER ESTEE COS CL AEL
0.42%0.24%$1,617.4万20.5万股$760.8万10.6万股+9.9万股+93.26%加仓
QQXOQXO
0.41%$1,601.3万92.7万股$00股+92.7万股新买入
CHOICE HOTELS INTLCHH
0.41%0.4%$1,595.9万14.5万股$1,295.0万12.5万股+2.0万股+15.67%加仓
LIBERTY BROADBAND CORP COM SER CLBRDK
0.41%0.19%$1,591.2万47.8万股$611.0万12.1万股+35.7万股+293.82%加仓
GGALAXY DIGITALGLXY
0.4%$1,568.7万57.4万股$00股+57.4万股新买入
TRAVEL PLUS LEISURETNL
0.4%0.04%$1,563.3万20.5万股$140.0万2.0万股+18.4万股+910.85%加仓
德文能源DVN
0.39%$1,526.8万36.9万股$00股+36.9万股新买入
FLOOR & DECORFND
0.39%$1,521.1万25.6万股$00股+25.6万股新买入
艺康ECL
0.39%$1,510.6万5.4万股$00股+5.4万股新买入
希捷STX
0.39%$1,498.2万1.6万股$00股+1.6万股新买入
BBANK OF AMERBAC
0.39%$1,496.5万26.3万股$00股+26.3万股新买入
摩托罗拉解决方案MSI
0.38%0.34%$1,463.9万3.5万股$1,074.5万2.5万股+1.0万股+42.37%加仓
CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO
0.38%0.02%$1,461.4万5.4万股$64.0万6,816股+4.7万股+688.41%加仓
AMER SPORTS INC COM SHSAS
0.37%$1,424.0万42.1万股$00股+42.1万股新买入
SSITEONE LANDSCAPE SUPPLYSITE
0.36%$1,413.6万12.4万股$00股+12.4万股新买入

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