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 |
|---|---|---|---|---|---|---|---|---|
| DIA | STATE STREET SPDR DOW | $52.24万 | 0.10% | 1,000 | 1,000 | — | $52.24万 | 新建仓 |
| TRP | TC ENERGY CORP F | $51.44万 | 0.10% | 7,760 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO S&P 500 MOMENTUM | $48.46万 | 0.10% | 3,000 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $46.54万 | 0.09% | 437 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY COR | $43.46万 | 0.09% | 1,750 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET | $42.85万 | 0.08% | 4,000 | 0 | 0.0% | — | 不变 |
| NEXT | NEXTDECADE CORP | $42.08万 | 0.08% | 55,814 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC F | $39.05万 | 0.08% | 7,204 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $38.11万 | 0.07% | 1,042 | 102 | 10.9% | $3.73万 | 加仓 |
| — | SHIONOGI & CO LTD F | $37.49万 | 0.07% | 43,900 | -7,000 | -13.8% | -$5.98万 | 减仓 |
| ABT | ABBOTT LABS | $36.30万 | 0.07% | 4,000 | -1,000 | -20.0% | -$9.07万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $29.74万 | 0.06% | 12,255 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $28.85万 | 0.06% | 300 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $28.20万 | 0.06% | 798 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL | $26.47万 | 0.05% | 4,937 | 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 |
| OKE | ONEOK INC NEW | $25.74万 | 0.05% | 2,961 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $25.67万 | 0.05% | 2,800 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $25.54万 | 0.05% | 1,000 | 1,000 | — | $25.54万 | 新建仓 |
| IWD | ISHARES RUSSELL 1000 | $25.19万 | 0.05% | 1,039 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORP HIGH YIEL | $25.06万 | 0.05% | 29,279 | -639 | -2.1% | -$5,470 | 减仓 |
| WFC | WELLS FARGO & CO | $24.79万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| — | TRINITY BK N A FT WORTH | $23.10万 | 0.05% | 2,400 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP NEW | $22.63万 | 0.04% | 869 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY PARTN LP | $22.27万 | 0.04% | 3,653 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC F | $20.55万 | 0.04% | 2,650 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP LP | $20.27万 | 0.04% | 3,003 | 3,003 | — | $20.27万 | 新建仓 |
| 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 |