INFRASTRUCTURE CAPITAL ADVISORS, LLC
New York NY · SEC CIK 0001621802
$14.36亿2026Q1 申报市值
149持仓数
62.0%前十大占比 · 第一大 24.9%
23 / 19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
ENERGY TRANSFER 新建仓+$5,798.47万
ALBEMARLE CORP 加仓+$3,456.33万
ET 加仓+$2,347.74万
SUN 加仓+$1,608.46万
EPD 加仓+$785.43万
2026Q1 卖出最多 按季末市值估算
HESM 减仓-$2,768.62万
BOEING CO 减仓-$1,877.91万
KNTK 减仓-$1,227.66万
LNG 减仓-$1,046.05万
APOLLO GLOBAL MG 减仓-$587.67万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR 看涨期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$1,535.78万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWM | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -19,140 | -100.0% | -$223.34万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -7,986 | -100.0% | -$165.27万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -6,550 | -100.0% | -$127.78万 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | -5,138 | -100.0% | -$103.52万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -17,117 | -100.0% | -$96.49万 | 清仓 |
| MSTR | STRATEGY INC 看涨期权 | $0 | 0.00% | 0 | -6,000 | -100.0% | -$91.17万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -18,096 | -100.0% | -$89.05万 | 清仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NWN | NORTHWEST NAT HLDG CO | $0 | 0.00% | 0 | -16,917 | -100.0% | -$79.07万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APO | APOLLO GLOBAL MGMT INC 看涨期权 | $0 | 0.00% | 0 | -4,000 | -100.0% | -$57.90万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -3,711 | -100.0% | -$57.41万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -26,342 | -100.0% | -$51.02万 | 清仓 |
| SPXC | SPX TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,457 | -100.0% | -$49.15万 | 清仓 |
| NVT | NVENT ELECTRIC PLC | $0 | 0.00% | 0 | -4,472 | -100.0% | -$45.60万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -1,824 | -100.0% | -$44.90万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,173 | -100.0% | -$34.75万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RRR | RED ROCK RESORTS INC | $0 | 0.00% | 0 | -3,875 | -100.0% | -$24.01万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$19.49万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1 | -100.0% | -$152 | 清仓 |
| FSK | FS KKR CAP CORP | $10.18万 | 0.01% | 10,000 | 10,000 | — | $10.18万 | 新建仓 |
| GENI | GENIUS SPORTS LIMITED | $11.52万 | 0.01% | 26,000 | 3,500 | 15.6% | $1.55万 | 加仓 |
| OGN | ORGANON & CO | $16.77万 | 0.01% | 28,001 | 11,000 | 64.7% | $6.59万 | 加仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $17.98万 | 0.01% | 29,288 | 2,646 | 9.9% | $1.62万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $18.51万 | 0.01% | 12,802 | -18,538 | -59.2% | -$26.81万 | 减仓 |
| CVX | CHEVRON CORPORATION | $20.38万 | 0.01% | 985 | -13,226 | -93.1% | -$273.65万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $20.90万 | 0.01% | 10,000 | 10,000 | — | $20.90万 | 新建仓 |
| — | SEALED AIR CORP NEW | $21.02万 | 0.01% | 5,000 | 5,000 | — | $21.02万 | 新建仓 |
| FROG | JFROG LTD | $23.29万 | 0.02% | 4,962 | 4,962 | — | $23.29万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $23.73万 | 0.02% | 3,349 | 448 | 15.4% | $3.17万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $24.33万 | 0.02% | 5,025 | -253,597 | -98.1% | -$1,227.66万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $24.33万 | 0.02% | 23,107 | 3,108 | 15.5% | $3.27万 | 加仓 |
| — | EXXON MOBIL CORP | $24.40万 | 0.02% | 1,438 | -4,650 | -76.4% | -$78.89万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.43万 | 0.02% | 1,201 | -800 | -40.0% | -$16.27万 | 重新持有 |
| GLD | SPDR GOLD TR | $25.86万 | 0.02% | 601 | 601 | — | $25.86万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $26.00万 | 0.02% | 1,810 | 238 | 15.1% | $3.42万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $26.28万 | 0.02% | 27,723 | 3,731 | 15.6% | $3.54万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $26.97万 | 0.02% | 1,440 | 1,440 | — | $26.97万 | 新建仓 |
| — | SERIES PORTFOLIOS TR | $27.71万 | 0.02% | 5,580 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $27.78万 | 0.02% | 3,509 | 3,509 | — | $27.78万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $27.81万 | 0.02% | 8,355 | 8,355 | — | $27.81万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $28.18万 | 0.02% | 2,960 | 2,960 | — | $28.18万 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION | $29.00万 | 0.02% | 2,040 | -3,299 | -61.8% | -$46.91万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $30.06万 | 0.02% | 413 | -751 | -64.5% | -$54.66万 | 减仓 |
| LAZ | LAZARD INC | $31.40万 | 0.02% | 7,391 | 994 | 15.5% | $4.22万 | 加仓 |
| GDDY | GODADDY INC | $31.84万 | 0.02% | 3,851 | 1,901 | 97.5% | $15.72万 | 加仓 |
| SO | SOUTHERN CO | $31.90万 | 0.02% | 3,305 | -5,297 | -61.6% | -$51.13万 | 减仓 |
| AVNT | AVIENT CORPORATION | $34.73万 | 0.02% | 9,568 | 1,288 | 15.6% | $4.68万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $35.66万 | 0.02% | 16,493 | 4,093 | 33.0% | $8.85万 | 加仓 |
| ASIX | ADVANSIX INC | $35.99万 | 0.03% | 14,748 | 1,981 | 15.5% | $4.83万 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $36.30万 | 0.03% | 26,001 | 16,000 | 160.0% | $22.34万 | 加仓 |
| MKSI | MKS INC. | $40.22万 | 0.03% | 1,750 | -1,822 | -51.0% | -$41.87万 | 减仓 |
| WU | WESTERN UN CO | $40.50万 | 0.03% | 46,387 | 6,244 | 15.6% | $5.45万 | 加仓 |
| AGNC | AGNC INVT CORP | $42.20万 | 0.03% | 42,072 | 5,663 | 15.6% | $5.68万 | 加仓 |
| GEV | GE VERNOVA INC | $43.73万 | 0.03% | 501 | -799 | -61.5% | -$69.74万 | 减仓 |
| T | AT&T INC | $44.99万 | 0.03% | 15,518 | 2,964 | 23.6% | $8.59万 | 加仓 |
| OKTA | OKTA INC | $46.82万 | 0.03% | 5,948 | 798 | 15.5% | $6.28万 | 加仓 |
| FSLR | FIRST SOLAR INC | $49.93万 | 0.03% | 2,531 | 468 | 22.7% | $9.23万 | 加仓 |
| BPOP | POPULAR INC | $49.99万 | 0.03% | 3,726 | 497 | 15.4% | $6.67万 | 加仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $50.00万 | 0.03% | 5,513 | 742 | 15.6% | $6.73万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $50.78万 | 0.04% | 6,082 | -915 | -13.1% | -$7.64万 | 减仓 |
| KBH | KB HOME | $52.42万 | 0.04% | 10,130 | 10,130 | — | $52.42万 | 新建仓 |
| — | BRAEMAR HOTELS & RESORTS INC | $53.02万 | 0.04% | 224,658 | 30,240 | 15.6% | $7.14万 | 加仓 |
| — | SERIES PORTFOLIOS TR | $53.65万 | 0.04% | 20,393 | -7,262 | -26.3% | -$19.11万 | 减仓 |
| MOG/A | MOOG INC | $54.14万 | 0.04% | 1,850 | 1,850 | — | $54.14万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $54.51万 | 0.04% | 8,434 | 1,134 | 15.5% | $7.33万 | 加仓 |
| EIX | EDISON INTL | $56.70万 | 0.04% | 7,748 | -18,006 | -69.9% | -$131.77万 | 减仓 |
| SARO | STANDARDAERO INC | $56.85万 | 0.04% | 22,008 | -1,893 | -7.9% | -$4.89万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $57.04万 | 0.04% | 8,650 | 1,162 | 15.5% | $7.66万 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $59.50万 | 0.04% | 9,937 | 9,937 | — | $59.50万 | 新建仓 |
| OTTR | OTTER TAIL CORP | $59.63万 | 0.04% | 6,794 | 910 | 15.5% | $7.99万 | 加仓 |
| VG | VENTURE GLOBAL INC | $60.59万 | 0.04% | 38,447 | -32,016 | -45.4% | -$50.46万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $61.33万 | 0.04% | 6,039 | 812 | 15.5% | $8.25万 | 加仓 |
| GNL | GLOBAL NET LEASE INC | $63.84万 | 0.04% | 68,204 | -488,703 | -87.8% | -$457.43万 | 减仓 |
| DHI | D R HORTON INC | $70.13万 | 0.05% | 5,111 | 5,111 | — | $70.13万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $70.28万 | 0.05% | 1,850 | 1,850 | — | $70.28万 | 新建仓 |
| CAT | CATERPILLAR INC | $71.77万 | 0.05% | 1,013 | -2,086 | -67.3% | -$147.78万 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $71.97万 | 0.05% | 13,714 | 802 | 6.2% | $4.21万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $75.64万 | 0.05% | 7,085 | 952 | 15.5% | $10.16万 | 加仓 |
| SAFE | SAFEHOLD INC | $78.25万 | 0.05% | 57,833 | 11,050 | 23.6% | $14.95万 | 加仓 |
| — | PG&E CORP | $79.54万 | 0.06% | 18,489 | -1,166 | -5.9% | -$5.02万 | 减仓 |
| PEP | PEPSICO INC | $80.19万 | 0.06% | 5,164 | -8,922 | -63.3% | -$138.55万 | 减仓 |
| TSLA | TESLA INC 看涨期权 | $81.78万 | 0.06% | 2,200 | -5,800 | -72.5% | -$215.62万 | 减仓 |
| TPG | TPG INC | $82.32万 | 0.06% | 20,321 | 874 | 4.5% | $3.54万 | 加仓 |
| SNEX | STONEX GROUP INC | $82.94万 | 0.06% | 10,284 | 4,069 | 65.5% | $32.82万 | 加仓 |
| KVUE | KENVUE INC | $90.51万 | 0.06% | 52,501 | -83,758 | -61.5% | -$144.40万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $91.38万 | 0.06% | 1,512 | 998 | 194.2% | $60.32万 | 加仓 |
| KO | COCA COLA CO | $91.41万 | 0.06% | 12,020 | 6,121 | 103.8% | $46.55万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $96.41万 | 0.07% | 20,752 | 3,952 | 23.5% | $18.36万 | 加仓 |
| USB | US BANCORP | $97.22万 | 0.07% | 18,693 | -2,508 | -11.8% | -$13.04万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $99.18万 | 0.07% | 28,464 | 1,800 | 6.8% | $6.27万 | 加仓 |
| AVGO | BROADCOM INC | $102.85万 | 0.07% | 3,323 | 593 | 21.7% | $18.35万 | 加仓 |
| CCI | CROWN CASTLE INC | $103.43万 | 0.07% | 12,721 | 4,867 | 62.0% | $39.57万 | 加仓 |