INFRASTRUCTURE CAPITAL ADVISORS, LLC
New York NY · SEC CIK 0001621802
$17.09亿2026Q2 申报市值
185持仓数
55.1%前十大占比 · 第一大 23.6%
50 / 22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
ALPHABET INC 新建仓+$4,941.59万
BOEING CO 加仓+$4,155.29万
ORACLE CORP 加仓+$3,515.85万
HEWLETT PACKARD 加仓+$2,604.62万
BRIGHTSPRING HEA 新建仓+$2,466.57万
2026Q2 卖出最多 按季末市值估算
FLAGSTAR BANK NA 减仓-$3,358.49万
APOLLO GLOBAL MG 减仓-$1,851.40万
MRVL 减仓-$1,754.69万
TRGP 减仓-$1,498.80万
MPLX 减仓-$740.55万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $4.03亿 | 23.59% | 540,000 | -10,000 | -1.8% | -$746.77万 | 减仓 |
| ET | ENERGY TRANSFER L P | $7,961.44万 | 4.66% | 4,163,933 | -79,830 | -1.9% | -$152.63万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $6,721.61万 | 3.93% | 995,794 | 22,859 | 2.3% | $154.30万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $6,667.78万 | 3.90% | 2,995,408 | -94,584 | -3.1% | -$210.54万 | 减仓 |
| — | ENERGY TRANSFER L P | $6,018.22万 | 3.52% | 5,251,455 | 239,809 | 4.8% | $274.82万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $5,484.24万 | 3.21% | 1,491,905 | -56,403 | -3.6% | -$207.34万 | 减仓 |
| — | KKR & CO INC | $5,417.44万 | 3.17% | 1,359,456 | 269,270 | 24.7% | $1,073.04万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $5,326.39万 | 3.12% | 1,217,182 | -17,697 | -1.4% | -$77.44万 | 减仓 |
| MPLX | MPLX LP | $5,276.91万 | 3.09% | 936,785 | -131,466 | -12.3% | -$740.55万 | 减仓 |
| — | RLJ LODGING TR | $4,984.48万 | 2.92% | 2,032,823 | 116,055 | 6.1% | $284.57万 | 加仓 |
| — | BOEING CO | $4,957.10万 | 2.90% | 744,868 | 624,386 | 518.2% | $4,155.29万 | 加仓 |
| — | ALPHABET INC | $4,941.59万 | 2.89% | 971,033 | 971,033 | — | $4,941.59万 | 新建仓 |
| — | ORACLE CORP | $3,806.05万 | 2.23% | 862,265 | 796,519 | 1,211.5% | $3,515.85万 | 加仓 |
| — | HEWLETT PACKARD ENTERPRISE C | $3,450.83万 | 2.02% | 298,360 | 225,196 | 307.8% | $2,604.62万 | 加仓 |
| — | ALBEMARLE CORP | $2,909.70万 | 1.70% | 525,687 | -543 | -0.1% | -$3.01万 | 减仓 |
| — | BRIGHTSPRING HEALTH SVCS INC | $2,466.57万 | 1.44% | 107,734 | 107,734 | — | $2,466.57万 | 新建仓 |
| HESM | HESS MIDSTREAM LP | $2,273.15万 | 1.33% | 604,561 | -64,178 | -9.6% | -$241.31万 | 减仓 |
| — | APOLLO GLOBAL MGMT INC | $2,268.62万 | 1.33% | 372,392 | -303,907 | -44.9% | -$1,851.40万 | 减仓 |
| — | ARES MANAGEMENT CORPORATION | $2,216.61万 | 1.30% | 604,806 | 139,605 | 30.0% | $511.65万 | 加仓 |
| — | MICROCHIP TECHNOLOGY INC. | $2,052.08万 | 1.20% | 267,511 | 267,511 | — | $2,052.08万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $1,975.18万 | 1.16% | 82,640 | 450 | 0.5% | $10.76万 | 加仓 |
| IWM | ISHARES TR 看涨期权 | $1,952.92万 | 1.14% | 65,000 | 55,000 | 550.0% | $1,652.47万 | 重新持有 |
| — | PEBBLEBROOK HOTEL TR | $1,862.84万 | 1.09% | 959,237 | 25,955 | 2.8% | $50.40万 | 加仓 |
| — | CHART INDS INC | $1,699.94万 | 0.99% | 81,360 | 8,155 | 11.1% | $170.39万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,527.71万 | 0.89% | 205,503 | -96,573 | -32.0% | -$717.92万 | 减仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $1,406.50万 | 0.82% | 230,763 | 4,152 | 1.8% | $25.31万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,369.51万 | 0.80% | 428,374 | -126,023 | -22.7% | -$402.90万 | 减仓 |
| — | FLAGSTAR BANK NATIONAL ASSOC | $1,191.55万 | 0.70% | 290,371 | -818,440 | -73.8% | -$3,358.49万 | 减仓 |
| — | ALPHABET INC | $1,131.75万 | 0.66% | 225,000 | 225,000 | — | $1,131.75万 | 新建仓 |
| — | STRATEGY INC | $1,122.73万 | 0.66% | 190,876 | 37,875 | 24.8% | $222.78万 | 加仓 |
| TRGP | TARGA RES CORP | $1,010.75万 | 0.59% | 37,695 | -55,896 | -59.7% | -$1,498.80万 | 减仓 |
| AMZN | AMAZON COM INC | $969.28万 | 0.57% | 40,668 | 8,253 | 25.5% | $196.70万 | 加仓 |
| — | BRAEMAR HOTELS & RESORTS INC | $928.02万 | 0.54% | 674,435 | 73,311 | 12.2% | $100.88万 | 加仓 |
| GEL | GENESIS ENERGY L P | $911.75万 | 0.53% | 643,436 | 11,575 | 1.8% | $16.40万 | 加仓 |
| USAC | USA COMPRESSION PARTNERS LP | $911.41万 | 0.53% | 345,361 | 30,704 | 9.8% | $81.03万 | 加仓 |
| AVGO | BROADCOM INC | $852.96万 | 0.50% | 22,580 | 19,257 | 579.5% | $727.43万 | 加仓 |
| TOL | TOLL BROTHERS INC | $834.85万 | 0.49% | 50,674 | 19,448 | 62.3% | $320.41万 | 加仓 |
| DKL | DELEK LOGISTICS PARTNERS LP | $720.59万 | 0.42% | 139,812 | -16,664 | -10.6% | -$85.89万 | 减仓 |
| — | RITHM PPTY TR INC | $678.66万 | 0.40% | 272,498 | 27,261 | 11.1% | $67.89万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $639.58万 | 0.37% | 12,554 | 11,042 | 730.3% | $562.55万 | 加仓 |
| OKE | ONEOK INC NEW | $631.08万 | 0.37% | 72,588 | -18,641 | -20.4% | -$162.06万 | 减仓 |
| BAC | BANK OF AMER CORP | $618.51万 | 0.36% | 108,548 | 102,982 | 1,850.2% | $586.79万 | 重新持有 |
| PFFA | ETFIS SER TR I | $604.66万 | 0.35% | 283,867 | -5,354 | -1.9% | -$11.40万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $588.97万 | 0.34% | 84,054 | 1,842 | 2.2% | $12.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $588.48万 | 0.34% | 15,776 | 10,056 | 175.8% | $375.11万 | 加仓 |
| DHI | D R HORTON INC | $553.69万 | 0.32% | 33,994 | 28,883 | 565.1% | $470.45万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $549.47万 | 0.32% | 187,661 | 65,127 | 53.2% | $190.69万 | 加仓 |
| — | VSE CORP | $543.48万 | 0.32% | 94,240 | 94,240 | — | $543.48万 | 新建仓 |
| GLP | GLOBAL PARTNERS LP | $522.87万 | 0.31% | 112,228 | 2,020 | 1.8% | $9.41万 | 加仓 |
| — | NEXTERA ENERGY INC | $493.65万 | 0.29% | 102,972 | 35,059 | 51.6% | $168.07万 | 加仓 |
| KKR | KKR & CO INC | $482.89万 | 0.28% | 52,614 | 10,140 | 23.9% | $93.06万 | 加仓 |
| LEN | LENNAR CORP | $482.67万 | 0.28% | 53,340 | 20,459 | 62.2% | $185.13万 | 加仓 |
| TRP | TC ENERGY CORP | $449.00万 | 0.26% | 67,733 | -23,524 | -25.8% | -$155.94万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $436.32万 | 0.26% | 21,806 | 6,807 | 45.4% | $136.20万 | 加仓 |
| GEV | GE VERNOVA INC | $421.89万 | 0.25% | 3,591 | 3,090 | 616.8% | $363.03万 | 加仓 |
| KKR | KKR & CO INC 看涨期权 | $370.24万 | 0.22% | 40,000 | -24,000 | -37.5% | -$222.14万 | 减仓 |
| — | EPR PPTYS | $353.60万 | 0.21% | 111,300 | 11,176 | 11.2% | $35.51万 | 加仓 |
| — | WHIRLPOOL CORP | $350.28万 | 0.20% | 99,738 | 9,620 | 10.7% | $33.79万 | 加仓 |
| MRK | MERCK & CO INC | $338.26万 | 0.20% | 26,324 | 4,347 | 19.8% | $55.86万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $328.64万 | 0.19% | 37,443 | -2,477 | -6.2% | -$21.74万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $327.78万 | 0.19% | 27,705 | -2,233 | -7.5% | -$26.42万 | 减仓 |
| MPC | MARATHON PETE CORP | $312.84万 | 0.18% | 12,236 | -12,368 | -50.3% | -$316.21万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $298.00万 | 0.17% | 65,481 | 6,524 | 11.1% | $29.69万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $282.56万 | 0.17% | 40,839 | 6,750 | 19.8% | $46.70万 | 加仓 |
| META | META PLATFORMS INC | $280.35万 | 0.16% | 4,977 | 162 | 3.4% | $9.13万 | 加仓 |
| — | EXXON MOBIL CORP | $275.50万 | 0.16% | 20,151 | 18,713 | 1,301.3% | $255.84万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $271.45万 | 0.16% | 2,684 | -1,458 | -35.2% | -$147.46万 | 减仓 |
| — | PEBBLEBROOK HOTEL TR | $269.15万 | 0.16% | 138,168 | -62,259 | -31.1% | -$121.28万 | 减仓 |
| ORCL | ORACLE CORP | $251.76万 | 0.15% | 17,179 | 16,178 | 1,616.2% | $237.09万 | 重新持有 |
| VST | VISTRA CORP | $249.03万 | 0.15% | 15,699 | 2,592 | 19.8% | $41.12万 | 加仓 |
| MS | MORGAN STANLEY | $248.15万 | 0.15% | 11,871 | 2,914 | 32.5% | $60.91万 | 加仓 |
| XEL | XCEL ENERGY INC | $244.81万 | 0.14% | 30,487 | 5,049 | 19.8% | $40.54万 | 加仓 |
| RTX | RTX CORPORATION | $235.80万 | 0.14% | 12,428 | 12,428 | — | $235.80万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $233.29万 | 0.14% | 4,016 | 2,815 | 234.4% | $163.53万 | 加仓 |
| GOOGL | ALPHABET INC | $232.33万 | 0.14% | 6,501 | 6,501 | — | $232.33万 | 新建仓 |
| PSX | PHILLIPS 66 | $232.22万 | 0.14% | 13,737 | -1,128 | -7.6% | -$19.07万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $230.13万 | 0.13% | 36,593 | 320 | 0.9% | $2.01万 | 加仓 |
| CVX | CHEVRON CORPORATION | $222.93万 | 0.13% | 13,449 | 12,464 | 1,265.4% | $206.60万 | 加仓 |
| BX | BLACKSTONE INC | $183.18万 | 0.11% | 15,567 | 5,079 | 48.4% | $59.76万 | 加仓 |
| — | ETFIS SER TR I | $178.81万 | 0.10% | 38,712 | -75 | -0.2% | -$3,464 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $165.18万 | 0.10% | 1,431 | 1,431 | — | $165.18万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $159.81万 | 0.09% | 20,948 | 3,456 | 19.8% | $26.37万 | 加仓 |
| KHC | KRAFT HEINZ CO | $159.15万 | 0.09% | 67,381 | 11,151 | 19.8% | $26.34万 | 加仓 |
| VLO | VALERO ENERGY CORP | $158.19万 | 0.09% | 6,074 | -300 | -4.7% | -$7.81万 | 减仓 |
| DINO | HF SINCLAIR CORP | $153.82万 | 0.09% | 22,084 | -6,882 | -23.8% | -$47.93万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $152.53万 | 0.09% | 45,532 | 7,533 | 19.8% | $25.24万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $141.18万 | 0.08% | 7,804 | -548 | -6.6% | -$9.91万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $140.11万 | 0.08% | 24,856 | 4,104 | 19.8% | $23.13万 | 加仓 |
| NFLX | NETFLIX INC. | $140.04万 | 0.08% | 19,613 | 19,613 | — | $140.04万 | 新建仓 |
| LLY | ELI LILLY & CO | $134.46万 | 0.08% | 1,121 | 920 | 457.7% | $110.35万 | 重新持有 |
| CCI | CROWN CASTLE INC | $132.83万 | 0.08% | 17,540 | 4,819 | 37.9% | $36.49万 | 加仓 |
| KRC | KILROY REALTY CORP | $126.94万 | 0.07% | 33,878 | -31,448 | -48.1% | -$117.84万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $120.42万 | 0.07% | 28,440 | 4,698 | 19.8% | $19.89万 | 加仓 |
| SAFE | SAFEHOLD INC | $113.84万 | 0.07% | 72,508 | 14,675 | 25.4% | $23.04万 | 加仓 |
| SO | SOUTHERN CO | $113.45万 | 0.07% | 11,853 | 8,548 | 258.6% | $81.81万 | 加仓 |
| — | SERIES PORTFOLIOS TR | $110.18万 | 0.06% | 28,575 | 111 | 0.4% | $4,280 | 加仓 |
| — | SERIES PORTFOLIOS TR | $107.79万 | 0.06% | 10,508 | 10,508 | — | $107.79万 | 新建仓 |
| INTC | INTEL CORP | $98.75万 | 0.06% | 7,072 | 7,072 | — | $98.75万 | 新建仓 |
| TPG | TPG INC | $98.71万 | 0.06% | 24,344 | 4,023 | 19.8% | $16.31万 | 加仓 |
| AMZN | AMAZON COM INC 看涨期权 | $95.34万 | 0.06% | 4,000 | -7,000 | -63.6% | -$166.84万 | 减仓 |