HITE Hedge Asset Management LLC
BRAINTREE MA · SEC CIK 0001568939
$18.26亿2026Q2 申报市值
125持仓数
44.2%前十大占比 · 第一大 6.1%
41 / 49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
DVN 新建仓+$9,311.77万
VNOM 新建仓+$4,607.24万
GPOR 加仓+$4,330.76万
PPL 加仓+$3,628.55万
SU 加仓+$3,367.82万
2026Q2 卖出最多 按季末市值估算
COTERRA ENERGY I 清仓-$6,563.25万
FANG 清仓-$4,345.11万
VIPER ENERGY INC 清仓-$2,950.81万
POR 减仓-$2,886.97万
FPS 清仓-$2,852.66万
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 |
|---|---|---|---|---|---|---|---|---|
| POR | PORTLAND GEN ELEC CO | $1.11亿 | 6.06% | 2,133,988 | -557,008 | -20.7% | -$2,886.97万 | 减仓 |
| ETR | ENTERGY CORP NEW | $9,944.37万 | 5.45% | 865,782 | 102,704 | 13.5% | $1,179.66万 | 加仓 |
| TBN | TAMBORAN RES CORP | $9,368.74万 | 5.13% | 2,881,804 | -232,668 | -7.5% | -$756.41万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $9,311.77万 | 5.10% | 2,253,574 | 2,253,574 | — | $9,311.77万 | 新建仓 |
| DTE | DTE ENERGY CO | $8,780.89万 | 4.81% | 576,287 | 64,920 | 12.7% | $989.19万 | 加仓 |
| XEL | XCEL ENERGY INC | $8,518.16万 | 4.66% | 1,060,792 | -99,307 | -8.6% | -$797.44万 | 减仓 |
| GPOR | GULFPORT ENERGY CORP | $6,845.75万 | 3.75% | 403,403 | 255,201 | 172.2% | $4,330.76万 | 加仓 |
| MDU | MDU RES GROUP INC | $6,654.22万 | 3.64% | 3,137,305 | 1,587,305 | 102.4% | $3,366.67万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5,149.25万 | 2.82% | 376,380 | 49,964 | 15.3% | $683.56万 | 加仓 |
| PPL | PPL CORP | $5,062.01万 | 2.77% | 1,392,576 | 998,225 | 253.1% | $3,628.55万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $4,820.75万 | 2.64% | 898,053 | 627,388 | 231.8% | $3,367.82万 | 加仓 |
| AEE | AMEREN CORP | $4,706.15万 | 2.58% | 416,326 | -5,938 | -1.4% | -$67.12万 | 减仓 |
| VNOM | VIPER ENERGY INC | $4,607.24万 | 2.52% | 1,086,613 | 1,086,613 | — | $4,607.24万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $4,159.68万 | 2.28% | 545,246 | 95,655 | 21.3% | $729.75万 | 加仓 |
| NI | NISOURCE INC | $3,993.80万 | 2.19% | 839,916 | -37,524 | -4.3% | -$178.43万 | 减仓 |
| ADNT | ADIENT PLC | $3,989.50万 | 2.18% | 2,170,567 | 373,915 | 20.8% | $687.26万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $3,569.78万 | 1.95% | 312,317 | 52,184 | 20.1% | $596.46万 | 加仓 |
| EVRG | EVERGY INC | $3,401.14万 | 1.86% | 393,514 | -87,381 | -18.2% | -$755.23万 | 减仓 |
| GLNG | GOLAR LNG LTD | $3,306.40万 | 1.81% | 663,403 | 486,426 | 274.9% | $2,424.35万 | 重新持有 |
| BETA | BETA TECHNOLOGIES INC | $3,169.56万 | 1.74% | 1,892,275 | -6,284 | -0.3% | -$10.53万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $2,674.52万 | 1.46% | 249,955 | 249,955 | — | $2,674.52万 | 新建仓 |
| VGNT | VERSIGENT PLC | $2,630.16万 | 1.44% | 626,080 | 605,623 | 2,960.5% | $2,544.22万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $2,582.20万 | 1.41% | 233,409 | -16,622 | -6.6% | -$183.89万 | 减仓 |
| WMB | WILLIAMS COS INC | $2,565.53万 | 1.40% | 345,107 | -39,867 | -10.4% | -$296.37万 | 减仓 |
| BKV | BKV CORP | $2,477.56万 | 1.36% | 905,541 | 50,060 | 5.9% | $136.96万 | 加仓 |
| GM | GENERAL MTRS CO | $2,456.47万 | 1.35% | 318,691 | 172,159 | 117.5% | $1,327.00万 | 加仓 |
| KRSP | RICE ACQUISITION CORP 3 | $2,415.69万 | 1.32% | 2,300,654 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $2,139.01万 | 1.17% | 234,566 | -116,828 | -33.2% | -$1,065.35万 | 减仓 |
| DAN | DANA INC | $1,814.06万 | 0.99% | 666,689 | 406,037 | 155.8% | $1,104.83万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $1,656.84万 | 0.91% | 336,483 | 336,483 | — | $1,656.84万 | 新建仓 |
| CNM | CORE & MAIN INC | $1,305.59万 | 0.71% | 270,589 | -33,016 | -10.9% | -$159.30万 | 减仓 |
| DCH | DAUCH CORP | $1,160.27万 | 0.64% | 2,140,722 | 893,894 | 71.7% | $484.49万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,118.86万 | 0.61% | 65,484 | 65,484 | — | $1,118.86万 | 新建仓 |
| NRG | NRG ENERGY INC | $1,096.56万 | 0.60% | 75,076 | 10,067 | 15.5% | $147.04万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $948.62万 | 0.52% | 60,437 | 60,437 | — | $948.62万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $948.08万 | 0.52% | 57,196 | -2,748 | -4.6% | -$45.55万 | 重新持有 |
| NTR | NUTRIEN LTD | $929.39万 | 0.51% | 147,639 | 147,639 | — | $929.39万 | 新建仓 |
| KGS | KODIAK GAS SVCS INC | $925.26万 | 0.51% | 123,154 | -107,962 | -46.7% | -$811.12万 | 重新持有 |
| CMI | CUMMINS INC | $919.26万 | 0.50% | 12,889 | 12,889 | — | $919.26万 | 新建仓 |
| SOBO | SOUTH BOW CORP | $899.27万 | 0.49% | 255,184 | 255,184 | — | $899.27万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $885.61万 | 0.48% | 111,791 | -117,791 | -51.3% | -$933.14万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $882.97万 | 0.48% | 120,378 | 120,378 | — | $882.97万 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $876.17万 | 0.48% | 1,206,849 | 873,141 | 261.6% | $633.90万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $842.56万 | 0.46% | 457,664 | -26,376 | -5.4% | -$48.56万 | 减仓 |
| BKH | BLACK HILLS CORP | $807.24万 | 0.44% | 108,500 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $797.45万 | 0.44% | 181,074 | 174,041 | 2,474.6% | $766.48万 | 加仓 |
| SOC | SABLE OFFSHORE CORP | $787.03万 | 0.43% | 2,555,295 | 1,840,988 | 257.7% | $567.02万 | 加仓 |
| COP | CONOCOPHILLIPS | $772.94万 | 0.42% | 74,350 | 49,507 | 199.3% | $514.67万 | 加仓 |
| HYLN | HYLIION HOLDINGS CORP | $729.48万 | 0.40% | 1,400,160 | -1,427,582 | -50.5% | -$743.77万 | 减仓 |
| PSX | PHILLIPS 66 | $728.83万 | 0.40% | 43,113 | 43,113 | — | $728.83万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $684.88万 | 0.38% | 26,297 | -13,480 | -33.9% | -$351.07万 | 减仓 |
| FMC | FMC CORP | $656.08万 | 0.36% | 570,502 | 570,502 | — | $656.08万 | 新建仓 |
| MOD | MODINE MFG CO | $642.90万 | 0.35% | 24,077 | 2,991 | 14.2% | $79.87万 | 重新持有 |
| TTI | TETRA TECHNOLOGIES INC DEL | $601.65万 | 0.33% | 531,027 | -40,106 | -7.0% | -$45.44万 | 减仓 |
| TE | T1 ENERGY INC | $586.05万 | 0.32% | 618,194 | 618,194 | — | $586.05万 | 新建仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $570.44万 | 0.31% | 28,369 | -38,397 | -57.5% | -$772.09万 | 减仓 |
| APH | AMPHENOL CORP | $566.30万 | 0.31% | 32,118 | -114,744 | -78.1% | -$2,023.17万 | 减仓 |
| RPM | RPM INTL INC | $540.40万 | 0.30% | 48,619 | 48,619 | — | $540.40万 | 新建仓 |
| CRGY | CRESCENT ENERGY COMPANY | $513.64万 | 0.28% | 523,060 | -352,140 | -40.2% | -$345.80万 | 减仓 |
| PBF | PBF ENERGY INC | $496.95万 | 0.27% | 109,171 | 8,295 | 8.2% | $37.76万 | 加仓 |
| OKLO | OKLO INC | $491.31万 | 0.27% | 93,886 | -9,757 | -9.4% | -$51.06万 | 减仓 |
| TRGP | TARGA RES CORP | $490.03万 | 0.27% | 18,275 | -21,936 | -54.6% | -$588.19万 | 减仓 |
| — | NET POWER INC | $476.40万 | 0.26% | 2,852,670 | 89,246 | 3.2% | $14.90万 | 加仓 |
| EMR | EMERSON ELEC CO | $470.32万 | 0.26% | 32,855 | -18,470 | -36.0% | -$264.40万 | 重新持有 |
| RUSHA | RUSH ENTERPRISES INC | $445.37万 | 0.24% | 61,022 | 61,022 | — | $445.37万 | 新建仓 |
| KMX | CARMAX INC | $432.66万 | 0.24% | 81,804 | -121,439 | -59.8% | -$642.29万 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $429.62万 | 0.24% | 14,755 | -18,990 | -56.3% | -$552.93万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $420.98万 | 0.23% | 111,963 | 111,963 | — | $420.98万 | 新建仓 |
| CRC | CALIFORNIA RES CORP | $413.55万 | 0.23% | 78,221 | 78,221 | — | $413.55万 | 新建仓 |
| EE | EXCELERATE ENERGY INC | $365.99万 | 0.20% | 96,338 | -431,677 | -81.8% | -$1,639.94万 | 减仓 |
| VST | VISTRA CORP | $361.68万 | 0.20% | 22,800 | -45,000 | -66.4% | -$713.84万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $361.26万 | 0.20% | 15,115 | 15,115 | — | $361.26万 | 新建仓 |
| TRP | TC ENERGY CORP | $360.33万 | 0.20% | 54,357 | 54,357 | — | $360.33万 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $353.63万 | 0.19% | 43,390 | 43,390 | — | $353.63万 | 新建仓 |
| OPLN | OPENLANE INC | $341.14万 | 0.19% | 82,721 | -94,441 | -53.3% | -$389.47万 | 减仓 |
| — | GREENLAND ENERGY CO | $336.28万 | 0.18% | 1,528,540 | 1,528,540 | — | $336.28万 | 新建仓 |
| HP | HELMERICH & PAYNE INC | $327.40万 | 0.18% | 100,000 | 100,000 | — | $327.40万 | 新建仓 |
| AN | AUTONATION INC | $315.73万 | 0.17% | 16,994 | -2,002 | -10.5% | -$37.20万 | 减仓 |
| WHK | WHITEHAWK MINERALS CORP | $312.26万 | 0.17% | 112,243 | 112,243 | — | $312.26万 | 新建仓 |
| GT | GOODYEAR TIRE & RUBR CO | $296.89万 | 0.16% | 449,833 | 449,833 | — | $296.89万 | 新建仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $290.35万 | 0.16% | 97,009 | -196,364 | -66.9% | -$587.72万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $280.35万 | 0.15% | 58,724 | -57,242 | -49.4% | -$273.27万 | 减仓 |
| AGCO | AGCO CORP | $275.31万 | 0.15% | 23,000 | 23,000 | — | $275.31万 | 新建仓 |
| RES | RPC INC | $272.17万 | 0.15% | 466,845 | 429,888 | 1,163.2% | $250.62万 | 加仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $268.16万 | 0.15% | 3,522,880 | 1,079,056 | 44.2% | $82.14万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $264.90万 | 0.15% | 3,156 | -6,530 | -67.4% | -$548.10万 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $258.34万 | 0.14% | 186,393 | 151,080 | 427.8% | $209.40万 | 加仓 |
| FLS | FLOWSERVE CORP | $258.22万 | 0.14% | 34,819 | -49,831 | -58.9% | -$369.55万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $255.67万 | 0.14% | 52,889 | -407,964 | -88.5% | -$1,972.10万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $255.53万 | 0.14% | 15,172 | -10,143 | -40.1% | -$170.83万 | 减仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $253.34万 | 0.14% | 1,948,786 | -4,159,489 | -68.1% | -$540.73万 | 减仓 |
| WLK | WESTLAKE CORPORATION | $252.50万 | 0.14% | 34,589 | -17,564 | -33.7% | -$128.22万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $224.03万 | 0.12% | 3,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $217.11万 | 0.12% | 5,162 | -440 | -7.9% | -$18.51万 | 减仓 |
| ALLY | ALLY FINL INC | $213.92万 | 0.12% | 46,556 | 25,039 | 116.4% | $115.05万 | 加仓 |
| BWA | BORGWARNER INC | $208.79万 | 0.11% | 31,445 | 31,445 | — | $208.79万 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $205.39万 | 0.11% | 90,281 | -674,671 | -88.2% | -$1,534.88万 | 减仓 |
| IDR | IDAHO STRATEGIC RESOURCES | $198.28万 | 0.11% | 60,543 | -236,605 | -79.6% | -$774.88万 | 减仓 |
| ASPI | ASP ISOTOPES INC | $187.74万 | 0.10% | 301,837 | -24,390 | -7.5% | -$15.17万 | 减仓 |
| IREN | IREN LIMITED | $176.54万 | 0.10% | 38,604 | 38,604 | — | $176.54万 | 新建仓 |