SS

Sierra Summit Advisors LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$6.9億

申報季度: 2026-03-31 · 持股檔數: 180

SIERRA SUMMIT ADVISORS LLC在最新一期 13F 報告中揭露了 180 項持股，申報期為 2026-03-31，總持股市值約為 US$6.9億，季度換手率為 58.5%。

機構性格雪花圖

集中度
7.43
持倉穩定性
58.55
動能／逆勢
100
產業集中度
54.87
多樣化
100
倉位均衡度
84.65

近期動向

  • 加碼 CVX

    +3344.6%　US$1561.6萬

  • 減碼 FSLR

    -86.5%　-US$1389.1萬

  • 加碼 MU

    +1246.3%　US$949.8萬

  • 加碼 CME

    +461.0%　US$733.0萬

  • 減碼 QCOM

    -76.0%　-US$685.4萬

  • 減碼 GEV

    -43.4%　-US$515.6萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1NVDANvidia CORP股票-科技5.79%-0.61%+1.92%
2AAPLApple INC股票-科技4.11%+0.02%+13.74%
3GOOGLAlphabet Inc-cl A股票-通訊服務3.59%—+4.09%
4TSLATesla INC股票-循環性消費2.87%-0.50%+8.76%
5LITELumentum Holdings INC股票-科技2.61%+2.61%NEW
6LLYEli Lilly & Co股票-醫療保健2.58%—+24.06%
7CCitigroup INC股票-金融2.45%-0.75%-16.92%
8VRTVertiv Holdings Co-a股票-工業2.40%+0.12%-28.25%
9AMZNAmazon.com INC股票-循環性消費2.40%+0.10%+21.87%
10GEVGE Vernova INC股票-工業2.32%-0.92%-43.40%
11CVXChevron CORP股票-能源2.32%+2.27%+3344.57%
12RKTRocket Cos Inc-class A股票-金融1.98%-0.74%+4.47%
13HOODRobinhood Markets INC - A股票-金融1.97%-0.46%+39.57%
14METAMeta Platforms Inc-class A股票-通訊服務1.91%—+14.41%
15DEDeere & Co股票-工業1.90%+1.90%NEW
16UALUnited Airlines Holdings INC股票-工業1.89%-0.46%+3.18%
17EMEEmcor Group INC股票-工業1.75%+0.32%+7.30%
18PLTRPalantir Technologies Inc-a股票-科技1.72%+1.72%NEW
19STLDSteel Dynamics INC股票-原物料1.72%+0.10%+5.71%
20SHOPShopify INC - Class A股票-科技1.67%-0.63%+4.04%
21ISRGIntuitive Surgical INC股票-醫療保健1.65%-0.47%+1.00%
22LRCXLam Research CORP股票-科技1.61%-0.33%-30.00%
23ALABAstera Labs INC股票-科技1.60%-0.84%+4.85%
24PWRQuanta Services INC股票-工業1.53%-0.28%-31.50%
25ANETArista Networks INC股票-科技1.52%—+8.64%
26APPApplovin Corp-class A股票-科技1.51%-0.40%+41.52%
27TERTeradyne INC股票-科技1.48%+1.48%NEW
28RDDTReddit Inc-cl A股票-通訊服務1.48%—+92.87%
29MUMicron Technology INC股票-科技1.47%+1.37%+1246.27%
30ALNYAlnylam Pharmaceuticals INC股票-醫療保健1.46%+1.46%NEW
31FCXFreeport-mcmoran INC股票-原物料1.39%+1.39%NEW
32EQTEqt CORP股票-能源1.39%+1.39%NEW
33MRVLMarvell Technology INC股票-科技1.37%+1.37%NEW
34CEGConstellation Energy股票-公用事業1.35%+0.40%+89.90%
35CMECme Group INC股票-金融1.28%+1.06%+460.98%
36BABoeing Co/the股票-工業1.05%+1.05%NEW
37SNPSSynopsys INC股票-科技1.02%+1.02%NEW
38WFCWells Fargo & Co股票-金融0.74%+0.67%+1144.35%
39IXCIshares Global Energy ETFETF-其他0.59%+0.16%+4.59%
40CATCaterpillar INC股票-工業0.57%+0.31%+89.51%
41ABBVAbbvie INC股票-醫療保健0.56%—+11.53%
42JPMJpmorgan Chase & Co股票-金融0.55%—+19.55%
43JNJJohnson & Johnson股票-醫療保健0.55%—+8.22%
44VOOVanguard S&p 500 ETFETF-大型股與成長0.50%+0.50%NEW
45CSCOCisco Systems INC股票-科技0.45%—+7.77%
46SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.44%—+2.02%
47CMICummins INC股票-工業0.43%—-19.40%
48AVGOBroadcom INC股票-科技0.43%—-4.98%
49MRKMerck & Co. INC.股票-醫療保健0.38%—+7.17%
50IBMIntl Business Machines CORP股票-科技0.37%—-8.46%
1–50 of 180

本季持股變動

Sierra Summit Advisors LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Lumentum Holdings INC (LITE); 新建倉: Deere & Co (DE); 清倉: Snowflake INC (SNOW); 新建倉: Palantir Technologies Inc-a (PLTR); 清倉: Spotify Technology S.A. (SPOT).

Sierra Summit Advisors LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1CVXChevron CORP+2.3%+3344.57%加碼
2MUMicron Technology INC+1.4%+1246.27%加碼
3CMECme Group INC+1.1%+460.98%加碼
4WFCWells Fargo & Co+0.7%+1144.35%加碼
5CEGConstellation Energy+0.4%+89.90%加碼
6EMEEmcor Group INC+0.3%+7.30%加碼
7CATCaterpillar INC+0.3%+89.51%加碼
8NEENextera Energy INC+0.2%+141.20%加碼
9IXCIshares Global Energy ETF+0.2%+4.59%加碼
10VRTVertiv Holdings Co-a+0.1%-28.25%減碼
11AMZNAmazon.com INC+0.1%+21.87%加碼
12STLDSteel Dynamics INC+0.1%+5.71%加碼
13AAPLApple INC0%+13.74%加碼
14PWRQuanta Services INC-0.3%-31.50%減碼
15LRCXLam Research CORP-0.3%-30.00%減碼
16APPApplovin Corp-class A-0.4%+41.52%加碼
17UALUnited Airlines Holdings INC-0.5%+3.18%加碼
18HOODRobinhood Markets INC - A-0.5%+39.57%加碼
19ISRGIntuitive Surgical INC-0.5%+1.00%加碼
20TSLATesla INC-0.5%+8.76%加碼
21NVDANvidia CORP-0.6%+1.92%加碼
22SHOPShopify INC - Class A-0.6%+4.04%加碼
23RKTRocket Cos Inc-class A-0.7%+4.47%加碼
24CCitigroup INC-0.8%-16.92%減碼
25ALABAstera Labs INC-0.8%+4.85%加碼
26VLOValero Energy CORP-0.9%-96.65%減碼
27GEVGE Vernova INC-0.9%-43.40%減碼
28QCOMQualcomm INC-1.1%-75.99%減碼
29FSLRFirst Solar INC-2.1%-86.55%減碼
30LITELumentum Holdings INC—NEW新建倉
31DEDeere & Co—NEW新建倉
32SNOWSnowflake INC—EXIT清倉
33PLTRPalantir Technologies Inc-a—NEW新建倉
34SPOTSpotify Technology S.A.—EXIT清倉
35NVONovo-nordisk A/s-spons Adr—EXIT清倉
36TERTeradyne INC—NEW新建倉
37ALNYAlnylam Pharmaceuticals INC—NEW新建倉
38FCXFreeport-mcmoran INC—NEW新建倉
39EQTEqt CORP—NEW新建倉
40MRVLMarvell Technology INC—NEW新建倉
41NFLXNetflix INC—EXIT清倉
42MELIMercadolibre INC—EXIT清倉
43EXEExpand Energy CORP—EXIT清倉
44DHIDr Horton INC—EXIT清倉
45DGDollar General CORP—EXIT清倉
46BABoeing Co/the—NEW新建倉
47SNPSSynopsys INC—NEW新建倉
48VOOVanguard S&p 500 ETF—NEW新建倉
49SMSm Energy Co—NEW新建倉
50TPLTexas Pacific Land CORP—NEW新建倉

FAQ

Sierra Summit Advisors LLC 是什麼機構？屬於哪種投資人類型？
Sierra Summit Advisors LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$6.9億，分佈在 180 個已申報部位之中。
Sierra Summit Advisors LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Sierra Summit Advisors LLC 按市值排列的前幾大持股為： 1. Nvidia CORP (NVDA) — US$3981.0萬 (5.8%) 2. Apple INC (AAPL) — US$2831.3萬 (4.1%) 3. Alphabet Inc-cl A (GOOGL) — US$2468.1萬 (3.6%) 4. Tesla INC (TSLA) — US$1974.8萬 (2.9%) 5. Lumentum Holdings INC (LITE) — US$1795.3萬 (2.6%)
Sierra Summit Advisors LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Sierra Summit Advisors LLC 共進行了 50 項顯著調整：新建倉 13 個部位、加碼 21 個既有持股、減碼 8 個部位，並完全清倉 8 個持股。 其中幅度最大的異動：新建倉: Lumentum Holdings INC (LITE); 新建倉: Deere & Co (DE); 清倉: Snowflake INC (SNOW); 新建倉: Palantir Technologies Inc-a (PLTR); 清倉: Spotify Technology S.A. (SPOT)
Sierra Summit Advisors LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Sierra Summit Advisors LLC 的主要板塊分佈如下： • Information Technology: 33.3% • Industrials: 15.2% • Health Care: 12.2% • Financials: 11.3% • Communication Services: 10.9% • Consumer Discretionary: 8.6%