Sierra Summit Advisors LLC
- SEC CIK
- 0002012614
- 最新申報
- 2026/7/20
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/12 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 177
- 較 2025 年第 1 季 0
- 總值
- $5.62 億
- 較 2025 年第 1 季 +$1.00 億 (+21.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 218,216 | $3,448 萬 | 6.1% | −514−0.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 112,642 | $2,311 萬 | 4.1% | +1,333+1.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 99,547 | $1,754 萬 | 3.1% | −1,393−1.4% | 減碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 184,159 | $1,724 萬 | 3.1% | −16,518−8.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 52,123 | $1,656 萬 | 2.9% | +4,811+10.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 75,468 | $1,656 萬 | 2.9% | −2,437−3.1% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 30,554 | $1,617 萬 | 2.9% | +4,650+18.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 21,621 | $1,596 萬 | 2.8% | −42−0.2% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 177,800 | $1,513 萬 | 2.7% | +11,818+7.1% | 加碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 86,871 | $1,308 萬 | 2.3% | +86,871 | 新進 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 16,994 | $1,304 萬 | 2.3% | +16,994 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 9,694 | $1,298 萬 | 2.3% | −3,923−28.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 62,439 | $1,278 萬 | 2.3% | −2,192−3.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 16,248 | $1,267 萬 | 2.3% | +4,673+40.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 23,003 | $1,250 萬 | 2.2% | +1,745+8.2% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 103,971 | $1,199 萬 | 2.1% | +103,971 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 51,675 | $1,156 萬 | 2.1% | +17,773+52.4% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 87,840 | $1,128 萬 | 2.0% | −2,533−2.8% | 減碼 | 歷史 |
| BIDUBaidu, Inc. | ADR | 128,915 | $1,106 萬 | 2.0% | +128,915 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 4,167 | $1,089 萬 | 1.9% | −1,415−25.3% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 28,403 | $1,074 萬 | 1.9% | −12,480−30.5% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 64,374 | $1,066 萬 | 1.9% | +64,374 | 新進 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 110,974 | $1,003 萬 | 1.8% | +16,140+17.0% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,659 | $960.4 萬 | 1.7% | −27−1.6% | 減碼 | 歷史 |
| CRBGCorebridge Financial, Inc. | COM | 270,361 | $959.8 萬 | 1.7% | −14,530−5.1% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 83,922 | $951.8 萬 | 1.7% | +33,767+67.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 92,599 | $901.4 萬 | 1.6% | +89,339+2,740.5% | 加碼 | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 105,910 | $843.4 萬 | 1.5% | +47,259+80.6% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 77,159 | $789.4 萬 | 1.4% | −40,086−34.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 48,052 | $765.3 萬 | 1.4% | +45,621+1,876.6% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 53,382 | $688.2 萬 | 1.2% | −1,518−2.8% | 減碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 72,563 | $648.9 萬 | 1.2% | +72,563 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 17,568 | $567.0 萬 | 1.0% | +16,221+1,204.2% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 104,023 | $460.7 萬 | 0.8% | +104,023 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,413 | $307.0 萬 | 0.5% | −3,885−27.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,548 | $305.8 萬 | 0.5% | −230−2.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,486 | $287.5 萬 | 0.5% | +188+1.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,142 | $279.6 萬 | 0.5% | −7,331−42.0% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,952 | $273.2 萬 | 0.5% | −647−11.6% | 減碼 | – |
| GILDGilead Sciences, Inc. | Stock | 23,814 | $264.0 萬 | 0.5% | −318−1.3% | 減碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 64,762 | $254.4 萬 | 0.5% | +1,490+2.4% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 35,954 | $249.4 萬 | 0.4% | +2,001+5.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,755 | $232.0 萬 | 0.4% | −35−0.9% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 6,592 | $215.9 萬 | 0.4% | +141+2.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,765 | $210.3 萬 | 0.4% | −295−2.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 44,318 | $209.7 萬 | 0.4% | −330−0.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,468 | $200.5 萬 | 0.4% | −129−2.3% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 11,767 | $189.0 萬 | 0.3% | −6,772−36.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,609 | $184.7 萬 | 0.3% | +85+3.4% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 17,315 | $182.9 萬 | 0.3% | −478−2.7% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 33,082 | $174.0 萬 | 0.3% | +552+1.7% | 加碼 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 32,353 | $168.0 萬 | 0.3% | −27−0.1% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 22,877 | $162.5 萬 | 0.3% | +22,877 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,956 | $158.6 萬 | 0.3% | +4,697+89.3% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 5,330 | $154.4 萬 | 0.3% | −693−11.5% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 5,572 | $153.6 萬 | 0.3% | −50−0.9% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 24,366 | $153.0 萬 | 0.3% | +565+2.4% | 加碼 | 歷史 |
| KRKroger Co | Stock | 21,274 | $152.6 萬 | 0.3% | −103−0.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,132 | $149.9 萬 | 0.3% | −273−5.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 18,883 | $149.5 萬 | 0.3% | +8,213+77.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,370 | $148.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 5,406 | $138.4 萬 | 0.2% | −254−4.5% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 4,671 | $136.2 萬 | 0.2% | −106−2.2% | 減碼 | 歷史 |
| NAGENiagen Bioscience, Inc. | COM NEW | 90,511 | $130.4 萬 | 0.2% | +90,511 | 新進 | 歷史 |
| DAVEDave Inc. | CLASS A COM NEW | 4,805 | $129.0 萬 | 0.2% | −3,298−40.7% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 5,199 | $123.7 萬 | 0.2% | +5,199 | 新進 | 歷史 |
| LENLennar Corp | CL A | 11,060 | $122.3 萬 | 0.2% | +11,060 | 新進 | 歷史 |
| CLSCelestica Inc | Stock | 7,828 | $122.2 萬 | 0.2% | +910+13.2% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 17,201 | $121.0 萬 | 0.2% | +17,201 | 新進 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 4,950 | $114.2 萬 | 0.2% | −21−0.4% | 減碼 | 歷史 |
| BYRNByrna Technologies Inc. | COM NEW | 36,736 | $113.4 萬 | 0.2% | +8,606+30.6% | 加碼 | 歷史 |
| NUENucor Corp | COM | 8,585 | $111.2 萬 | 0.2% | −832−8.8% | 減碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 19,709 | $110.3 萬 | 0.2% | −938−4.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,803 | $108.8 萬 | 0.2% | +2,803 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,380 | $104.7 萬 | 0.2% | −677−8.4% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,032 | $104.5 萬 | 0.2% | +170+3.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 14,556 | $103.0 萬 | 0.2% | +505+3.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,191 | $101.5 萬 | 0.2% | +2,191 | 新進 | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 15,318 | $99.1 萬 | 0.2% | +15,318 | 新進 | 歷史 |
| OPFIOppFi Inc. | COM CL A | 70,663 | $98.9 萬 | 0.2% | +70,663 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 10,769 | $98.7 萬 | 0.2% | +221+2.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,965 | $97.7 萬 | 0.2% | −867−30.6% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 1,798 | $96.4 萬 | 0.2% | −4−0.2% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 5,104 | $96.2 萬 | 0.2% | +87+1.7% | 加碼 | 歷史 |
| SGHCSuper Group (SGHC) Ltd | ORD SHS | 87,418 | $95.9 萬 | 0.2% | +87,418 | 新進 | 歷史 |
| AGXArgan Inc | Stock | 4,347 | $95.8 萬 | 0.2% | −741−14.6% | 減碼 | 歷史 |
| URBNUrban Outfitters Inc | COM | 12,790 | $92.8 萬 | 0.2% | +12,790 | 新進 | 歷史 |
| NTRSNorthern Trust Corp | COM | 7,230 | $91.7 萬 | 0.2% | −174−2.4% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 17,210 | $90.8 萬 | 0.2% | +17,210 | 新進 | 歷史 |
| BELFBBel Fuse Inc | CL B | 9,274 | $90.6 萬 | 0.2% | +9,274 | 新進 | 歷史 |
| GFIGold Fields Ltd | SPONSORED ADR | 37,922 | $89.8 萬 | 0.2% | +1,378+3.8% | 加碼 | 歷史 |
| TLNTalen Energy Corp | COM | 3,059 | $88.9 萬 | 0.2% | −259−7.8% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 3,704 | $86.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EVRGEvergy, Inc. | Stock | 12,317 | $84.9 萬 | 0.2% | −323−2.6% | 減碼 | 歷史 |
| TIGOMillicom International Cellular SA | COM STK | 22,475 | $84.2 萬 | 0.1% | +22,475 | 新進 | 歷史 |
| BLKBlackRock, Inc. | Stock | 802 | $84.1 萬 | 0.1% | +28+3.6% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,812 | $83.4 萬 | 0.1% | 00.0% | 不變 | – |
| OMCOmnicom Group Inc. | COM | 11,481 | $82.6 萬 | 0.1% | −242−2.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 5,582 | $81.5 萬 | 0.1% | −90−1.6% | 減碼 | 歷史 |
| ARAntero Resources Corp | COM | 19,995 | $80.5 萬 | 0.1% | +19,995 | 新進 | 歷史 |
2025 年第 1 季之後清倉（45 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BXBlackstone Inc. | COM | 78,813 | $1,102 萬 | 2.4% | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 835,380 | $971.5 萬 | 2.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 116,078 | $944.9 萬 | 2.0% | 歷史 |
| VEEVVeeva Systems Inc | Stock | 34,360 | $795.9 萬 | 1.7% | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 107,841 | $664.0 萬 | 1.4% | 歷史 |
| GENGen Digital Inc. | Stock | 215,975 | $573.2 萬 | 1.2% | 歷史 |
| CORCencora, Inc. | Stock | 14,888 | $414.0 萬 | 0.9% | 歷史 |
| MDBMongoDB, Inc. | CL A | 21,374 | $374.9 萬 | 0.8% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 28,822 | $175.8 萬 | 0.4% | 歷史 |
| TGTTarget Corp | Stock | 14,850 | $155.0 萬 | 0.3% | 歷史 |
| TFCTruist Financial Corp | COM | 30,159 | $124.1 萬 | 0.3% | 歷史 |
| JNPRJuniper Networks Inc | COM | 33,409 | $120.9 萬 | 0.3% | 歷史 |
| SRESempra | Stock | 14,153 | $101.0 萬 | 0.2% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 4,585 | $84.1 萬 | 0.2% | 歷史 |
| FTITechnipFMC plc | COM | 25,302 | $80.2 萬 | 0.2% | 歷史 |
| FOXAFox Corp | CL A COM | 13,780 | $78.0 萬 | 0.2% | 歷史 |
| UFCSUnited Fire Group Inc | COM | 25,031 | $73.7 萬 | 0.2% | 歷史 |
| CXWCoreCivic, Inc. | COM | 33,324 | $67.6 萬 | 0.1% | 歷史 |
| MPTIM-tron Industries, Inc. | COM | 15,015 | $66.9 萬 | 0.1% | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 1,782 | $65.9 萬 | 0.1% | 歷史 |
| DORMDorman Products, Inc. | COM | 5,433 | $65.5 萬 | 0.1% | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 5,553 | $63.4 萬 | 0.1% | 歷史 |
| VCTRVictory Capital Holdings, Inc. | COM CL A | 10,949 | $63.4 萬 | 0.1% | 歷史 |
| NTGRNetgear, Inc. | COM | 25,877 | $63.3 萬 | 0.1% | 歷史 |
| CRSCarpenter Technology Corp | COM | 3,467 | $62.8 萬 | 0.1% | 歷史 |
| HWKNHawkins Inc | COM | 5,897 | $62.5 萬 | 0.1% | 歷史 |
| ESQEsquire Financial Holdings, Inc. | COM | 8,267 | $62.3 萬 | 0.1% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,121 | $62.3 萬 | 0.1% | – |
| WSMWilliams Sonoma Inc | COM | 3,922 | $62.0 萬 | 0.1% | 歷史 |
| JHGJanus Henderson Group Ltd. | ORD SHS | 16,247 | $58.7 萬 | 0.1% | 歷史 |
| SEZLSezzle Inc. | COM | 16,830 | $58.7 萬 | 0.1% | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 6,080 | $58.2 萬 | 0.1% | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 2,273 | $56.4 萬 | 0.1% | 歷史 |
| CWKCushman & Wakefield Ltd. | SHS | 55,008 | $56.2 萬 | 0.1% | 歷史 |
| CLMBClimb Global Solutions, Inc. | COM | 5,001 | $55.4 萬 | 0.1% | 歷史 |
| BROSDutch Bros Inc. | CL A | 8,906 | $55.0 萬 | 0.1% | 歷史 |
| ZIMZIM Integrated Shipping Services Ltd. | SHS | 35,768 | $52.2 萬 | 0.1% | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 5,553 | $51.1 萬 | 0.1% | 歷史 |
| BKEBuckle Inc | COM | 7,927 | $30.4 萬 | 0.1% | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 14,085 | $30.3 萬 | 0.1% | – |
| HESHess Corp | Stock | 1,651 | $26.4 萬 | 0.1% | 歷史 |
| VVisa Inc. | Stock | 697 | $24.4 萬 | 0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 5,348 | $24.3 萬 | 0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 420 | $20.9 萬 | <0.1% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,714 | $20.4 萬 | <0.1% | 歷史 |