MILLER HOWARD INVESTMENTS INC /NY
KINGSTON NY · SEC CIK 0000903947
$36.58亿2026Q1 申报市值
138持仓数
25.8%前十大占比 · 第一大 3.5%
12 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CME 加仓+$5,664.60万
SNA 新建仓+$5,124.39万
GAP 加仓+$2,180.07万
LAMR 加仓+$1,935.78万
HRL 加仓+$1,617.39万
2026Q1 卖出最多 按季末市值估算
CSCO 减仓-$5,122.53万
DVY 减仓-$4,867.94万
VICI 清仓-$4,437.00万
GILD 减仓-$3,645.08万
JNJ 减仓-$2,639.90万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| OKE | ONEOK INC NEW COM | $3,238.83万 | 0.89% | 358,317 | 75,105 | 26.5% | $678.87万 | 加仓 |
| OGE | OGE ENERGY CORP COM | $3,381.79万 | 0.92% | 705,127 | 2,388 | 0.3% | $11.45万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $3,423.57万 | 0.94% | 176,346 | -1,397 | -0.8% | -$27.12万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P LTD PARTNR | $3,451.44万 | 0.94% | 1,421,518 | 291,397 | 25.8% | $707.51万 | 加仓 |
| GEL | GENESIS ENERGY L P UNIT LTD PA | $3,526.08万 | 0.96% | 1,977,609 | 565 | 0.0% | $1.01万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $3,671.13万 | 1.00% | 1,278,695 | 369,452 | 40.6% | $1,060.70万 | 加仓 |
| PAYX | PAYCHEX INC COM | $3,966.20万 | 1.08% | 430,548 | 51,477 | 13.6% | $474.21万 | 加仓 |
| GAP | GAP INC/THE | $4,123.73万 | 1.13% | 1,704,021 | 900,855 | 112.2% | $2,180.07万 | 加仓 |
| USB | US BANCORP DEL COM NEW | $4,141.66万 | 1.13% | 796,319 | 3,355 | 0.4% | $17.45万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $4,151.87万 | 1.13% | 1,589,537 | 5,428 | 0.3% | $14.18万 | 加仓 |
| CMS | CMS ENERGY CORP COM | $4,368.54万 | 1.19% | 563,102 | -14,312 | -2.5% | -$111.03万 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $4,382.81万 | 1.20% | 581,969 | 6,813 | 1.2% | $51.31万 | 加仓 |
| MTB | M & T BK CORP COM | $4,403.56万 | 1.20% | 213,021 | 510 | 0.2% | $10.54万 | 加仓 |
| CSCO | CISCO SYS INC COM | $4,454.34万 | 1.22% | 574,087 | -660,205 | -53.5% | -$5,122.53万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $4,507.00万 | 1.23% | 379,921 | -6,212 | -1.6% | -$73.69万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $4,556.27万 | 1.25% | 53,857 | -953 | -1.7% | -$80.62万 | 减仓 |
| EMN | EASTMAN CHEM CO COM | $4,582.01万 | 1.25% | 600,368 | 45,077 | 8.1% | $344.03万 | 加仓 |
| NTR | NUTRIEN LTD COM | $4,603.86万 | 1.26% | 610,106 | -237 | -0.0% | -$1.79万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC COM | $4,632.81万 | 1.27% | 2,417,960 | 103,736 | 4.5% | $198.76万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $4,679.50万 | 1.28% | 164,910 | 4,633 | 2.9% | $131.47万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES IN | $4,993.36万 | 1.36% | 799,961 | 151,390 | 23.3% | $944.98万 | 加仓 |
| BAC | BANK AMERICA CORP COM | $5,054.72万 | 1.38% | 1,036,866 | -11,158 | -1.1% | -$54.40万 | 减仓 |
| SNA | SNAP ON INC COM | $5,124.39万 | 1.40% | 141,082 | 141,082 | — | $5,124.39万 | 新建仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM | $5,303.07万 | 1.45% | 816,233 | 126,964 | 18.4% | $824.89万 | 加仓 |
| C | CITIGROUP INC COM NEW | $5,329.90万 | 1.46% | 469,968 | -117,219 | -20.0% | -$1,329.38万 | 减仓 |
| PSX | PHILLIPS 66 COM | $5,360.10万 | 1.47% | 294,220 | 3,410 | 1.2% | $62.12万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $5,480.56万 | 1.50% | 393,238 | -261,540 | -39.9% | -$3,645.08万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $5,509.48万 | 1.51% | 1,097,506 | 297,010 | 37.1% | $1,490.99万 | 加仓 |
| CME | CME GROUP INC COM | $5,772.11万 | 1.58% | 195,433 | 191,793 | 5,269.0% | $5,664.60万 | 加仓 |
| TRGP | TARGA RES CORP COM | $5,781.63万 | 1.58% | 230,592 | 62,652 | 37.3% | $1,570.87万 | 加仓 |
| HESM | HESS MIDSTREAM LP CL A SHS | $5,799.01万 | 1.59% | 1,491,899 | 45,584 | 3.2% | $177.19万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO NEW CL A | $5,928.02万 | 1.62% | 468,026 | 152,833 | 48.5% | $1,935.78万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $6,112.20万 | 1.67% | 1,822,905 | 57,198 | 3.2% | $191.78万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $6,193.77万 | 1.69% | 714,803 | -9,090 | -1.3% | -$78.76万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P | $6,255.98万 | 1.71% | 2,801,601 | -52,915 | -1.9% | -$118.16万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $6,332.62万 | 1.73% | 870,105 | -80,433 | -8.5% | -$585.39万 | 减仓 |
| ENB | ENBRIDGE INC COM | $6,338.05万 | 1.73% | 1,170,678 | 71,014 | 6.5% | $384.47万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS LP | $6,525.34万 | 1.78% | 1,584,975 | 93,543 | 6.3% | $385.12万 | 加仓 |
| EWBC | EAST WEST BANCORP INC COM | $6,538.66万 | 1.79% | 612,464 | -6,087 | -1.0% | -$64.98万 | 减仓 |
| ORI | OLD REP INTL CORP COM | $6,619.21万 | 1.81% | 1,658,950 | -337,275 | -16.9% | -$1,345.73万 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $6,957.75万 | 1.90% | 619,237 | 523 | 0.1% | $5.88万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD COM | $7,017.73万 | 1.92% | 1,440,125 | 56,091 | 4.1% | $273.33万 | 加仓 |
| STT | STATE STR CORP COM | $7,538.04万 | 2.06% | 595,610 | -4,020 | -0.7% | -$50.88万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $8,050.68万 | 2.20% | 609,900 | 42,352 | 7.5% | $559.05万 | 加仓 |
| TRP | TC ENERGY CORP COM | $8,103.68万 | 2.22% | 1,294,518 | 158,686 | 14.0% | $993.37万 | 加仓 |
| EXC | EXELON CORP COM | $8,260.21万 | 2.26% | 1,685,069 | 241,854 | 16.8% | $1,185.57万 | 加仓 |
| ABBV | ABBVIE INC COM | $8,656.05万 | 2.37% | 397,998 | -3,294 | -0.8% | -$71.64万 | 减仓 |
| GSK | GSK PLC SPONSORED ADR | $8,992.39万 | 2.46% | 1,629,351 | -12,763 | -0.8% | -$70.44万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $9,882.60万 | 2.70% | 404,296 | -107,998 | -21.1% | -$2,639.90万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD | $1.01亿 | 2.75% | 5,216,847 | -12,264 | -0.2% | -$23.67万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $1.20亿 | 3.27% | 3,160,206 | 48,087 | 1.5% | $181.96万 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $1.28亿 | 3.49% | 2,239,694 | -76,227 | -3.3% | -$435.03万 | 减仓 |