Sierra Summit Advisors LLC
- SEC CIK
- 0002012614
- 最新申報
- 2026/7/20
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/12 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 177
- 較 2025 年第 2 季 0
- 總值
- $6.56 億
- 較 2025 年第 2 季 +$9,432 萬 (+16.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 217,762 | $4,063 萬 | 6.2% | −454−0.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 108,016 | $2,750 萬 | 4.2% | −4,626−4.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 49,636 | $2,207 萬 | 3.4% | −2,487−4.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 83,215 | $2,023 萬 | 3.1% | −16,332−16.4% | 減碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 139,179 | $1,993 萬 | 3.0% | −44,980−24.4% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 31,975 | $1,966 萬 | 3.0% | +1,421+4.7% | 加碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 95,055 | $1,861 萬 | 2.8% | −15,919−14.3% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 177,087 | $1,797 萬 | 2.7% | −713−0.4% | 減碼 | 歷史 |
| RKTRocket Companies, Inc. | Stock | 900,529 | $1,745 萬 | 2.7% | +900,529 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 105,986 | $1,575 萬 | 2.4% | +2,015+1.9% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 83,825 | $1,498 萬 | 2.3% | −97−0.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 19,541 | $1,435 萬 | 2.2% | −2,080−9.6% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 64,525 | $1,423 萬 | 2.2% | +151+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 64,794 | $1,423 萬 | 2.2% | −10,674−14.1% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 34,143 | $1,415 萬 | 2.2% | +5,740+20.2% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 91,588 | $1,382 萬 | 2.1% | +3,748+4.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 17,920 | $1,367 萬 | 2.1% | +1,672+10.3% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 18,571 | $1,296 萬 | 2.0% | +1,577+9.3% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 55,285 | $1,247 萬 | 1.9% | +3,610+7.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 9,768 | $1,171 萬 | 1.8% | +74+0.8% | 加碼 | 歷史 |
| CRCLCircle Internet Group, Inc. | COM CL A | 86,132 | $1,142 萬 | 1.7% | +86,132 | 新進 | 歷史 |
| ANETArista Networks, Inc. | Stock | 76,743 | $1,118 萬 | 1.7% | −416−0.5% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 24,303 | $1,087 萬 | 1.7% | +1,300+5.7% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 4,265 | $996.7 萬 | 1.5% | +98+2.4% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 63,053 | $989.7 萬 | 1.5% | +63,053 | 新進 | 歷史 |
| LRCXLam Research Corp | Stock | 73,659 | $986.3 萬 | 1.5% | −18,940−20.5% | 減碼 | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 96,053 | $926.9 萬 | 1.4% | −9,857−9.3% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 53,569 | $907.8 萬 | 1.4% | +187+0.4% | 加碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 39,137 | $900.1 萬 | 1.4% | −47,734−54.9% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,666 | $899.5 萬 | 1.4% | +7+0.4% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 11,585 | $832.4 萬 | 1.3% | +11,585 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 47,904 | $796.9 萬 | 1.2% | −148−0.3% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 20,302 | $685.2 萬 | 1.0% | +20,302 | 新進 | 歷史 |
| EXEExpand Energy Corp | COM | 61,326 | $651.5 萬 | 1.0% | +61,326 | 新進 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 27,160 | $638.2 萬 | 1.0% | +27,160 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 17,514 | $576.3 萬 | 0.9% | −54−0.3% | 減碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 8,404 | $545.9 萬 | 0.8% | +8,404 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,595 | $361.1 萬 | 0.6% | +109+0.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,532 | $347.5 萬 | 0.5% | +390+3.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,636 | $335.5 萬 | 0.5% | +88+0.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,787 | $318.9 萬 | 0.5% | +1,032+27.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 11,065 | $312.2 萬 | 0.5% | +652+6.3% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 6,685 | $282.4 萬 | 0.4% | +93+1.4% | 加碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 65,752 | $274.5 萬 | 0.4% | +990+1.5% | 加碼 | – |
| GILDGilead Sciences, Inc. | Stock | 23,599 | $261.9 萬 | 0.4% | −215−0.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,937 | $258.4 萬 | 0.4% | +172+1.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,179 | $250.9 萬 | 0.4% | −773−15.6% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 36,455 | $249.4 萬 | 0.4% | +501+1.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 44,593 | $230.1 萬 | 0.4% | +275+0.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,587 | $227.4 萬 | 0.3% | +4,067+161.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,553 | $225.0 萬 | 0.3% | +85+1.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 31,293 | $218.2 萬 | 0.3% | +8,416+36.8% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 25,758 | $217.9 萬 | 0.3% | +14,989+139.2% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 33,696 | $213.5 萬 | 0.3% | +9,330+38.3% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 32,748 | $210.3 萬 | 0.3% | +15,547+90.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,614 | $208.2 萬 | 0.3% | +5+0.2% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 25,192 | $206.7 萬 | 0.3% | −7,890−23.8% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 18,421 | $202.5 萬 | 0.3% | +1,106+6.4% | 加碼 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 32,856 | $185.9 萬 | 0.3% | +503+1.6% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 14,024 | $176.8 萬 | 0.3% | +2,964+26.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 19,703 | $165.4 萬 | 0.3% | +820+4.3% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 5,492 | $165.0 萬 | 0.3% | +86+1.6% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 4,740 | $161.6 萬 | 0.2% | +69+1.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,534 | $159.1 萬 | 0.2% | −1,836−21.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 10,140 | $155.8 萬 | 0.2% | +184+1.8% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 5,411 | $152.7 萬 | 0.2% | +81+1.5% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 5,472 | $147.8 萬 | 0.2% | −100−1.8% | 減碼 | 歷史 |
| KRKroger Co | Stock | 21,603 | $145.6 萬 | 0.2% | +329+1.5% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 23,277 | $139.1 萬 | 0.2% | +6,067+35.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,863 | $136.6 萬 | 0.2% | +60+2.1% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 5,314 | $130.6 萬 | 0.2% | +115+2.2% | 加碼 | 歷史 |
| AUAngloGold Ashanti PLC | COM SHS | 17,026 | $119.7 萬 | 0.2% | +17,026 | 新進 | 歷史 |
| NUENucor Corp | COM | 8,719 | $118.1 萬 | 0.2% | +134+1.6% | 加碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 5,181 | $112.9 萬 | 0.2% | +77+1.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,231 | $111.4 萬 | 0.2% | +40+1.8% | 加碼 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 19,136 | $108.5 萬 | 0.2% | +5,349+38.8% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 19,974 | $108.5 萬 | 0.2% | +265+1.3% | 加碼 | 歷史 |
| NTGRNetgear, Inc. | COM | 33,322 | $107.9 萬 | 0.2% | +33,322 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,645 | $107.5 萬 | 0.2% | −735−10.0% | 減碼 | 歷史 |
| AGXArgan Inc | Stock | 3,946 | $106.6 萬 | 0.2% | −401−9.2% | 減碼 | 歷史 |
| HNRGHallador Energy Co | Stock | 54,384 | $106.4 萬 | 0.2% | +54,384 | 新進 | 歷史 |
| IDCCInterDigital, Inc. | COM | 3,049 | $105.3 萬 | 0.2% | +84+2.8% | 加碼 | 歷史 |
| RLRalph Lauren Corp | CL A | 3,279 | $102.8 萬 | 0.2% | +2,547+348.0% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 6,331 | $102.5 萬 | 0.2% | −5,436−46.2% | 減碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 3,001 | $101.9 萬 | 0.2% | −1,949−39.4% | 減碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 7,336 | $98.7 萬 | 0.2% | +106+1.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,504 | $98.5 萬 | 0.2% | −35−1.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,891 | $97.9 萬 | 0.1% | −74−3.8% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 6,325 | $97.8 萬 | 0.1% | +6,325 | 新進 | 歷史 |
| FTITechnipFMC plc | COM | 24,639 | $97.2 萬 | 0.1% | +24,639 | 新進 | 歷史 |
| EYENational Vision Holdings, Inc. | COM | 33,054 | $96.5 萬 | 0.1% | +33,054 | 新進 | 歷史 |
| HRTGHeritage Insurance Holdings, Inc. | COM | 38,109 | $96.0 萬 | 0.1% | +38,109 | 新進 | 歷史 |
| PSIXPower Solutions International, Inc. | Stock | 9,752 | $95.8 萬 | 0.1% | +9,752 | 新進 | 歷史 |
| EVRGEvergy, Inc. | Stock | 12,500 | $95.0 萬 | 0.1% | +183+1.5% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 11,651 | $95.0 萬 | 0.1% | +170+1.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 813 | $94.8 萬 | 0.1% | +11+1.4% | 加碼 | 歷史 |
| DAVEDave Inc. | CLASS A COM NEW | 4,741 | $94.5 萬 | 0.1% | −64−1.3% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,812 | $94.2 萬 | 0.1% | 00.0% | 不變 | – |
| BKTIBK Technologies Corp | COM NEW | 11,139 | $94.1 萬 | 0.1% | +11,139 | 新進 | 歷史 |
| NGVCNatural Grocers by Vitamin Cottage, Inc. | COM | 23,474 | $93.9 萬 | 0.1% | +23,474 | 新進 | 歷史 |
2025 年第 2 季之後清倉（44 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BIDUBaidu, Inc. | ADR | 128,915 | $1,106 萬 | 2.0% | 歷史 |
| CRBGCorebridge Financial, Inc. | COM | 270,361 | $959.8 萬 | 1.7% | 歷史 |
| NDAQNasdaq, Inc. | COM | 72,563 | $648.9 萬 | 1.2% | 歷史 |
| TOSTToast, Inc. | Stock | 104,023 | $460.7 萬 | 0.8% | 歷史 |
| NAGENiagen Bioscience, Inc. | COM NEW | 90,511 | $130.4 萬 | 0.2% | 歷史 |
| BYRNByrna Technologies Inc. | COM NEW | 36,736 | $113.4 萬 | 0.2% | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,032 | $104.5 萬 | 0.2% | 歷史 |
| KOCoca Cola Co | Stock | 14,556 | $103.0 萬 | 0.2% | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 15,318 | $99.1 萬 | 0.2% | 歷史 |
| OPFIOppFi Inc. | COM CL A | 70,663 | $98.9 萬 | 0.2% | 歷史 |
| FIXComfort Systems USA Inc | COM | 1,798 | $96.4 萬 | 0.2% | 歷史 |
| SGHCSuper Group (SGHC) Ltd | ORD SHS | 87,418 | $95.9 萬 | 0.2% | 歷史 |
| URBNUrban Outfitters Inc | COM | 12,790 | $92.8 萬 | 0.2% | 歷史 |
| BELFBBel Fuse Inc | CL B | 9,274 | $90.6 萬 | 0.2% | 歷史 |
| TLNTalen Energy Corp | COM | 3,059 | $88.9 萬 | 0.2% | 歷史 |
| TIGOMillicom International Cellular SA | COM STK | 22,475 | $84.2 萬 | 0.1% | 歷史 |
| ARAntero Resources Corp | COM | 19,995 | $80.5 萬 | 0.1% | 歷史 |
| AVPTAvePoint, Inc. | COM CL A | 41,662 | $80.4 萬 | 0.1% | 歷史 |
| PRIMPrimoris Services Corp | Stock | 10,271 | $80.1 萬 | 0.1% | 歷史 |
| VIRTVirtu Financial, Inc. | CL A | 17,045 | $76.3 萬 | 0.1% | 歷史 |
| PJTPJT Partners Inc. | COM CL A | 4,567 | $75.4 萬 | 0.1% | 歷史 |
| SKYWSkywest Inc | COM | 7,261 | $74.8 萬 | 0.1% | 歷史 |
| ENVAEnova International, Inc. | COM | 6,693 | $74.6 萬 | 0.1% | 歷史 |
| BFHBread Financial Holdings, Inc. | COM | 12,868 | $73.5 萬 | 0.1% | 歷史 |
| GVAGranite Construction Inc | COM | 7,801 | $72.9 萬 | 0.1% | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $72.9 萬 | 0.1% | 歷史 |
| MCMoelis & Co | CL A | 11,561 | $72.0 萬 | 0.1% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 4,135 | $69.7 萬 | 0.1% | 歷史 |
| PPCPilgrims Pride Corp | Stock | 15,424 | $69.4 萬 | 0.1% | 歷史 |
| PRTHPriority Technology Holdings, Inc. | COM | 88,420 | $68.8 萬 | 0.1% | 歷史 |
| HCIHCI Group, Inc. | COM | 4,438 | $67.5 萬 | 0.1% | 歷史 |
| MATXMatson, Inc. | COM | 5,969 | $66.5 萬 | 0.1% | 歷史 |
| ATLCAtlanticus Holdings Corp | COM | 12,086 | $66.2 萬 | 0.1% | 歷史 |
| DXPEDXP Enterprises Inc | COM NEW | 7,546 | $66.1 萬 | 0.1% | 歷史 |
| YOUClear Secure, Inc. | COM CL A | 23,370 | $64.9 萬 | 0.1% | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 3,890 | $64.0 萬 | 0.1% | 歷史 |
| TDSTelephone & Data Systems Inc | COM NEW | 17,232 | $61.3 萬 | 0.1% | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 26,715 | $58.0 萬 | 0.1% | 歷史 |
| ACIWAci Worldwide, Inc. | Stock | 11,647 | $53.5 萬 | 0.1% | 歷史 |
| RGLDRoyal Gold Inc | Stock | 2,530 | $45.0 萬 | 0.1% | 歷史 |
| RDFNRedfin Corp | COM | 36,028 | $40.3 萬 | 0.1% | 歷史 |
| DOCSDoximity, Inc. | CL A | 5,562 | $34.1 萬 | 0.1% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 585 | $30.7 萬 | 0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,075 | $22.3 萬 | <0.1% | 歷史 |