13FBOX
AXQ CAPITAL, LP · 13F 持仓分析
期权收益计算器 机构排行

AXQ CAPITAL, LP

No.2927 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9.20亿
环比变动 Q1 2026
+$1.43亿+18.4%
持仓股票数
960
新买入
485
加仓
242
减仓
233
清仓
498
持股不变
0
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
CCLEVELAND-CLIFFS NEWCLF
0.77%0.72%$711.6万75.8万股$557.5万66.0万股+9.8万股+14.86%加仓
英特尔INTC
0.75%0.29%$686.4万4.9万股$228.3万5.2万股-2,564股-4.96%减仓
COPART COMCPRT
0.74%0.09%$681.8万24.2万股$71.8万2.2万股+22.0万股+1,017.68%加仓
OOREILLY AUTOMOTIVE COMORLY
0.73%0.23%$671.4万7.3万股$175.3万1.9万股+5.4万股+283.91%加仓
贝莱德·INC COMBLK
0.72%0.6%$665.8万6,924股$465.6万4,841股+2,083股+43.03%加仓
KNIGHT-SWIFT TRANSN CL AKNX
0.72%$661.3万8.5万股$00股+8.5万股新买入
MCKESSON COMMCK
0.66%0.06%$610.9万8,085股$47.2万545股+7,540股+1,383.49%加仓
直觉外科ISRG
0.66%0.23%$606.0万1.5万股$175.1万3,799股+1.1万股+301.13%加仓
EECHOSTAR CORP CLASS CLASS AECHO
0.65%$593.7万5.8万股$00股+5.8万股新买入
PPEGASYSTEMSPEGA
0.64%$592.0万19.8万股$00股+19.8万股新买入
希捷STX
0.64%0.44%$587.6万6,089股$343.7万8,774股-2,685股-30.60%减仓
雅保ALB
0.61%0.18%$558.8万4.1万股$137.7万7,668股+3.4万股+439.72%加仓
COUPANG INC CLASS ACPNG
0.61%$556.4万32.0万股$00股+32.0万股新买入
RROLLINS COMROL
0.59%0.16%$546.3万13.1万股$126.5万2.4万股+10.7万股+452.39%加仓
LumentumLITE
0.58%$537.1万6,260股$00股+6,260股新买入
自由港麦克莫兰FCX
0.58%$533.8万8.5万股$00股+8.5万股新买入
N新纪元能源NEE
0.57%$519.7万5.9万股$00股+5.9万股新买入
BOSTON SCIENTIFIC COMBSX
0.56%0.81%$518.7万12.2万股$627.9万10.0万股+2.1万股+21.45%加仓
FFLEXFLEX
0.54%$499.5万3.1万股$00股+3.1万股新买入
CCIRCLE INTERNET COM CL ACRCL
0.53%$491.7万7.9万股$00股+7.9万股新买入
微软MSFT
0.53%0.27%$491.5万1.3万股$206.2万5,570股+7,606股+136.55%加仓
OTIS WORLDWIDEOTIS
0.53%0.64%$491.2万6.9万股$494.9万6.4万股+4,397股+6.85%加仓
SSANDISK COMSNDK
0.53%0.47%$486.4万2,139股$366.4万5,767股-3,628股-62.91%减仓
BUNGE GLOBALBG
0.51%0.11%$465.3万4.4万股$89.1万7,001股+3.7万股+522.70%加仓
英伟达NVDA
0.48%0.24%$439.0万2.2万股$188.9万1.1万股+1.1万股+102.59%加仓
亚马逊AMZN
0.47%0.1%$433.6万1.8万股$80.1万3,848股+1.4万股+372.77%加仓
AAMKOR TECHNOLOGYAMKR
0.46%0.27%$425.6万4.9万股$213.3万4.7万股+1,991股+4.20%加仓
COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH
0.46%0.1%$422.6万10.9万股$79.3万1.3万股+9.6万股+744.20%加仓
FFMCFMC
0.46%0.39%$421.7万36.7万股$300.9万17.5万股+19.2万股+109.86%加仓
CencoraCOR
0.44%0.13%$408.7万1.4万股$102.4万3,261股+1.1万股+342.93%加仓
高露洁CL
0.44%0.53%$406.7万4.4万股$411.1万4.8万股-3,876股-8.03%减仓
L3哈里斯LHX
0.44%$406.5万1.4万股$00股+1.4万股新买入
EEPAM SYSEPAM
0.44%$405.3万5.1万股$00股+5.1万股新买入
DDropboxDBX
0.44%$404.6万14.7万股$00股+14.7万股新买入
INTERACTIVE BROKERS GROUP INC COM CL AIBKR
0.43%0.23%$392.2万4.5万股$178.2万2.7万股+1.8万股+69.63%加仓
纽威品牌NWL
0.42%$385.1万62.7万股$00股+62.7万股新买入
ROBLOX CL ARBLX
0.42%0.46%$382.4万7.0万股$355.5万6.3万股+7,482股+11.91%加仓
WESTLAKEWLK
0.41%$375.5万5.1万股$00股+5.1万股新买入
WELLS FARGO NEWWFC
0.41%0.21%$373.5万4.5万股$161.4万2.0万股+2.5万股+122.97%加仓
雅培ABT
0.4%0.05%$368.9万4.1万股$41.5万4,045股+3.7万股+905.12%加仓
AATIATI
0.4%0.41%$367.3万1.9万股$315.5万2.2万股-3,055股-14.08%减仓
DDOXIMITYDOCS
0.4%0.04%$367.2万17.7万股$28.4万1.2万股+16.5万股+1,354.52%加仓
C花旗集团C
0.4%0.24%$366.9万2.6万股$183.5万1.6万股+1.0万股+62.03%加仓
LAS VEGAS SANDS COMLVS
0.4%0.36%$364.0万7.9万股$281.7万5.2万股+2.7万股+50.73%加仓
赛莱默XYL
0.39%0.38%$361.9万3.1万股$292.4万2.4万股+6,148股+25.13%加仓
泛林集团LRCX
0.39%0.09%$361.1万8,333股$72.2万3,380股+4,953股+146.54%加仓
HHAMILTON LANEHLNE
0.39%$357.5万4.5万股$00股+4.5万股新买入
VVIKING THERAPEUTICSVKTX
0.39%0.15%$356.7万9.1万股$112.7万3.5万股+5.7万股+163.96%加仓
FIRST HORIZONFHN
0.38%$351.4万13.7万股$00股+13.7万股新买入
QQUANTUMSCAPEQS
0.38%0.09%$350.5万46.4万股$71.6万11.2万股+35.1万股+313.23%加仓

🧭 机构资金流板块热力图

净流出 净流入