HOURGLASS CAPITAL, LLC
HOUSTON TX · SEC CIK 0001442573
$5.08亿2026Q2 申报市值
127持仓数
26.1%前十大占比 · 第一大 3.2%
4 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CNR 加仓+$256.66万
VZ 加仓+$181.00万
GLD 加仓+$142.93万
MO 加仓+$141.07万
UBER 加仓+$99.58万
2026Q2 卖出最多 按季末市值估算
CSCO 减仓-$209.45万
DAL 减仓-$181.23万
FCX 减仓-$157.29万
APO 清仓-$76.88万
ZBH 减仓-$49.42万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC N | $0 | 0.00% | 0 | -6,900 | -100.0% | -$76.88万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -53,200 | -100.0% | -$44.95万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -2,600 | -100.0% | -$39.21万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -6,500 | -100.0% | -$22.84万 | 清仓 |
| HESM | HESS MIDSTREAM LP | $0 | 0.00% | 0 | -5,276 | -100.0% | -$20.51万 | 清仓 |
| TBT | PROSHARES ULTRASHORT 20 | $0 | 0.00% | 0 | -5,700 | -100.0% | -$20.03万 | 清仓 |
| EGY | VAALCO ENERGY INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$15.85万 | 清仓 |
| SUN | SUNOCO LP LP | $20.27万 | 0.04% | 3,003 | 3,003 | — | $20.27万 | 新建仓 |
| SHEL | SHELL PLC F | $20.55万 | 0.04% | 2,650 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY PARTN LP | $22.27万 | 0.04% | 3,653 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP NEW | $22.63万 | 0.04% | 869 | 0 | 0.0% | — | 不变 |
| — | TRINITY BK N A FT WORTH | $23.10万 | 0.05% | 2,400 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $24.79万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORP HIGH YIEL | $25.06万 | 0.05% | 29,279 | -639 | -2.1% | -$5,470 | 减仓 |
| IWD | ISHARES RUSSELL 1000 | $25.19万 | 0.05% | 1,039 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $25.54万 | 0.05% | 1,000 | 1,000 | — | $25.54万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $25.67万 | 0.05% | 2,800 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $25.74万 | 0.05% | 2,961 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $26.09万 | 0.05% | 6,315 | 6,315 | — | $26.09万 | 新建仓 |
| XLF | STATE STREET FINANCIAL | $26.47万 | 0.05% | 4,937 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $28.20万 | 0.06% | 798 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $28.85万 | 0.06% | 300 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP HLDGS L P | $29.74万 | 0.06% | 12,255 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $36.30万 | 0.07% | 4,000 | -1,000 | -20.0% | -$9.07万 | 减仓 |
| — | SHIONOGI & CO LTD F | $37.49万 | 0.07% | 43,900 | -7,000 | -13.8% | -$5.98万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $38.11万 | 0.07% | 1,042 | 102 | 10.9% | $3.73万 | 加仓 |
| ENB | ENBRIDGE INC F | $39.05万 | 0.08% | 7,204 | 0 | 0.0% | — | 不变 |
| NEXT | NEXTDECADE CORP | $42.08万 | 0.08% | 55,814 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET | $42.85万 | 0.08% | 4,000 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY COR | $43.46万 | 0.09% | 1,750 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $46.54万 | 0.09% | 437 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO S&P 500 MOMENTUM | $48.46万 | 0.10% | 3,000 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP F | $51.44万 | 0.10% | 7,760 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW | $52.24万 | 0.10% | 1,000 | 1,000 | — | $52.24万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $55.21万 | 0.11% | 3,250 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PAR LP | $58.24万 | 0.11% | 13,308 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC F | $63.92万 | 0.13% | 1,500 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $65.09万 | 0.13% | 2,500 | 0 | 0.0% | — | 不变 |
| MSDL | MORGAN STANLEY DIRECT LE | $73.59万 | 0.14% | 48,672 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $76.31万 | 0.15% | 1,000 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $77.55万 | 0.15% | 4,950 | -1,500 | -23.3% | -$23.50万 | 减仓 |
| AIRR | FIRST TRUST RBA AMERICAN | $79.95万 | 0.16% | 6,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $82.32万 | 0.16% | 880 | 0 | 0.0% | — | 不变 |
| MOS | THE MOSAIC CO | $87.09万 | 0.17% | 41,100 | 6,000 | 17.1% | $12.71万 | 加仓 |
| HEDJ | WISDOMTREE EUROPE HEDGED | $91.26万 | 0.18% | 16,010 | 0 | 0.0% | — | 不变 |
| JNK | STATE STREET SPDR | $93.48万 | 0.18% | 9,700 | 200 | 2.1% | $1.93万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES IN | $99.17万 | 0.20% | 8,500 | 1,250 | 17.2% | $14.58万 | 加仓 |
| — | EV SENIOR FLOATING RATE | $102.29万 | 0.20% | 96,500 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $104.90万 | 0.21% | 11,200 | -19,350 | -63.3% | -$181.23万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $105.44万 | 0.21% | 2,070 | 500 | 31.8% | $25.47万 | 加仓 |
| NFLX | NETFLIX INC | $107.10万 | 0.21% | 15,000 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST SENIOR FR IN | $108.00万 | 0.21% | 111,800 | -2,000 | -1.8% | -$1.93万 | 减仓 |
| ET | ENERGY TRANSFER L P LP | $109.25万 | 0.21% | 57,141 | 0 | 0.0% | — | 不变 |
| XAWFX | ALLIANCEBERNSTEIN GLB HI | $111.63万 | 0.22% | 108,380 | -1,000 | -0.9% | -$1.03万 | 减仓 |
| DHI | D R HORTON INC | $114.99万 | 0.23% | 7,060 | 0 | 0.0% | — | 不变 |
| — | PROSHARES SHORT 20 YEAR | $128.90万 | 0.25% | 53,200 | 100 | 0.2% | $2,423 | 加仓 |
| TRGP | TARGA RES CORP | $134.02万 | 0.26% | 4,998 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PART LP | $137.66万 | 0.27% | 37,447 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINL BANKSHARES IN | $138.40万 | 0.27% | 40,000 | 0 | 0.0% | — | 不变 |
| — | MS EMERGING MARKETS DEBT | $139.79万 | 0.27% | 191,500 | -4,100 | -2.1% | -$2.99万 | 减仓 |
| VO | VANGUARD MID-CAP INDEX | $142.13万 | 0.28% | 17,640 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P | $143.89万 | 0.28% | 9,455 | 20 | 0.2% | $3,044 | 加仓 |
| TSLA | TESLA INC | $145.11万 | 0.29% | 3,450 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP LP | $145.74万 | 0.29% | 25,872 | 0 | 0.0% | — | 不变 |
| JFR | NUVEEN FLOATING RATE INC | $148.66万 | 0.29% | 193,824 | -3,699 | -1.9% | -$2.84万 | 减仓 |
| VB | VANGUARD SMALL-CAP INDEX | $149.29万 | 0.29% | 4,925 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $169.91万 | 0.33% | 62,100 | -1,151 | -1.8% | -$3.15万 | 减仓 |
| META | META PLATFORMS INC | $170.40万 | 0.34% | 3,025 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $174.24万 | 0.34% | 4,730 | 3,880 | 456.5% | $142.93万 | 加仓 |
| PWR | QUANTA SVCS INC | $180.01万 | 0.35% | 2,500 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK | $187.20万 | 0.37% | 5,059 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $202.10万 | 0.40% | 8,565 | 130 | 1.5% | $3.07万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING | $205.01万 | 0.40% | 34,345 | -2,700 | -7.3% | -$16.12万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $209.78万 | 0.41% | 8,260 | -140 | -1.7% | -$3.56万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $211.11万 | 0.42% | 37,450 | -900 | -2.3% | -$5.07万 | 减仓 |
| FHI | FEDERATED HERMES INC B | $213.43万 | 0.42% | 38,650 | 1,600 | 4.3% | $8.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $231.18万 | 0.45% | 4,620 | 30 | 0.7% | $1.50万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY | $237.08万 | 0.47% | 12,444 | -200 | -1.6% | -$3.81万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL | $268.52万 | 0.53% | 12,620 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES CO. A | $282.77万 | 0.56% | 50,950 | -800 | -1.5% | -$4.44万 | 减仓 |
| QQQ | INVESCO QQQ TR | $337.68万 | 0.66% | 4,586 | 75 | 1.7% | $5.52万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $338.34万 | 0.67% | 188,700 | 18,900 | 11.1% | $33.89万 | 加仓 |
| FLG | FLAGSTAR BANK NTNL ASSOC | $351.24万 | 0.69% | 235,100 | 5,100 | 2.2% | $7.62万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR | $373.16万 | 0.73% | 71,200 | 9,400 | 15.2% | $49.27万 | 加仓 |
| T | AT&T INC | $444.51万 | 0.87% | 214,740 | -50 | -0.0% | -$1,035 | 减仓 |
| AMZN | AMAZON.COM INC | $448.56万 | 0.88% | 18,820 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $482.95万 | 0.95% | 26,135 | -2,130 | -7.5% | -$39.36万 | 减仓 |
| HPQ | HP INC | $555.17万 | 1.09% | 253,039 | 900 | 0.4% | $1.97万 | 加仓 |
| MO | ALTRIA GROUP INC | $561.86万 | 1.11% | 78,090 | 19,607 | 33.5% | $141.07万 | 加仓 |
| VICI | VICI PPTYS INC | $587.71万 | 1.16% | 221,358 | -200 | -0.1% | -$5,310 | 减仓 |
| SJM | SMUCKER J M CO | $588.15万 | 1.16% | 52,280 | 850 | 1.7% | $9.56万 | 加仓 |
| RF | REGIONS FINL CORP NEW | $598.23万 | 1.18% | 198,090 | -2,300 | -1.1% | -$6.95万 | 减仓 |
| ZBH | ZIMMER BIOMET HLDGS INC | $622.56万 | 1.22% | 72,315 | -5,740 | -7.4% | -$49.42万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $631.12万 | 1.24% | 121,650 | -1,900 | -1.5% | -$9.86万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP F | $631.30万 | 1.24% | 326,760 | 2,400 | 0.7% | $4.64万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTR F | $638.21万 | 1.26% | 121,218 | -55 | -0.0% | -$2,896 | 减仓 |
| HCA | HCA HEALTHCARE INC | $648.78万 | 1.28% | 16,640 | -25 | -0.2% | -$9,747 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $680.66万 | 1.34% | 37,624 | -370 | -1.0% | -$6.69万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $682.55万 | 1.34% | 161,208 | 42,750 | 36.1% | $181.00万 | 加仓 |
| CVX | CHEVRON CORP NEW | $702.06万 | 1.38% | 42,354 | 340 | 0.8% | $5.64万 | 加仓 |