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 |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -21,000 | -100.0% | -$208.00万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -37,334 | -100.0% | -$131.19万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -52,501 | -100.0% | -$90.51万 | 清仓 |
| TSLA | TESLA INC 看涨期权 | $0 | 0.00% | 0 | -2,200 | -100.0% | -$81.78万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -1,013 | -100.0% | -$71.77万 | 清仓 |
| GNL | GLOBAL NET LEASE INC | $0 | 0.00% | 0 | -68,204 | -100.0% | -$63.84万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -7,748 | -100.0% | -$56.70万 | 清仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $0 | 0.00% | 0 | -5,513 | -100.0% | -$50.00万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -2,531 | -100.0% | -$49.93万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -5,948 | -100.0% | -$46.82万 | 清仓 |
| ASIX | ADVANSIX INC | $0 | 0.00% | 0 | -14,748 | -100.0% | -$35.99万 | 清仓 |
| LAZ | LAZARD INC | $0 | 0.00% | 0 | -7,391 | -100.0% | -$31.40万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -413 | -100.0% | -$30.06万 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -2,040 | -100.0% | -$29.00万 | 清仓 |
| VIAV | VIAVI SOLUTIONS INC | $0 | 0.00% | 0 | -8,355 | -100.0% | -$27.81万 | 清仓 |
| — | SERIES PORTFOLIOS TR | $0 | 0.00% | 0 | -5,580 | -100.0% | -$27.71万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -1,440 | -100.0% | -$26.97万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -3,349 | -100.0% | -$23.73万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -4,962 | -100.0% | -$23.29万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -5,000 | -100.0% | -$21.02万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -28,001 | -100.0% | -$16.77万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$10.18万 | 清仓 |
| EQX | EQUINOX GOLD CORP | $12.59万 | 0.01% | 12,952 | 150 | 1.2% | $1,458 | 加仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $19.07万 | 0.01% | 32,550 | 3,262 | 11.1% | $1.91万 | 加仓 |
| DAL | DELTA AIR LINES INC | $20.66万 | 0.01% | 2,206 | 2,206 | — | $20.66万 | 新建仓 |
| KO | COCA COLA CO | $20.71万 | 0.01% | 2,548 | -9,472 | -78.8% | -$76.98万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $21.51万 | 0.01% | 35,500 | 9,500 | 36.5% | $5.76万 | 加仓 |
| INTU | INTUIT | $21.66万 | 0.01% | 830 | 830 | — | $21.66万 | 新建仓 |
| BILL | BILL HOLDINGS INC | $21.70万 | 0.01% | 6,000 | 6,000 | — | $21.70万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $22.02万 | 0.01% | 2,415 | 2,415 | — | $22.02万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $23.39万 | 0.01% | 589 | 589 | — | $23.39万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $24.64万 | 0.01% | 2,676 | 2,676 | — | $24.64万 | 新建仓 |
| KNTK | KINETIK HOLDINGS INC | $24.73万 | 0.01% | 5,116 | 91 | 1.8% | $4,399 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $24.73万 | 0.01% | 1,844 | 34 | 1.9% | $4,560 | 加仓 |
| PDD | PDD HOLDINGS INC | $25.37万 | 0.01% | 3,326 | 3,326 | — | $25.37万 | 新建仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $26.14万 | 0.02% | 8,663 | 8,663 | — | $26.14万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $26.53万 | 0.02% | 28,256 | 533 | 1.9% | $5,005 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $27.98万 | 0.02% | 290 | 290 | — | $27.98万 | 新建仓 |
| TMUS | T-MOBILE US INC | $28.41万 | 0.02% | 1,694 | 1,694 | — | $28.41万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $29.05万 | 0.02% | 500 | 500 | — | $29.05万 | 新建仓 |
| ADSK | AUTODESK INC | $29.44万 | 0.02% | 1,514 | 1,514 | — | $29.44万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $29.91万 | 0.02% | 877 | 877 | — | $29.91万 | 新建仓 |
| FTNT | FORTINET INC | $30.88万 | 0.02% | 2,010 | 2,010 | — | $30.88万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $31.04万 | 0.02% | 486 | 486 | — | $31.04万 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC | $32.14万 | 0.02% | 22,551 | -556 | -2.4% | -$7,923 | 减仓 |
| TXN | TEXAS INSTRS INC | $33.65万 | 0.02% | 1,129 | 1,129 | — | $33.65万 | 新建仓 |
| AMGN | AMGEN INC | $35.70万 | 0.02% | 986 | 986 | — | $35.70万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $35.81万 | 0.02% | 2,009 | 2,009 | — | $35.81万 | 新建仓 |
| APP | APPLOVIN CORP | $35.91万 | 0.02% | 697 | 697 | — | $35.91万 | 新建仓 |
| WU | WESTERN UN CO | $36.40万 | 0.02% | 47,279 | 892 | 1.9% | $6,868 | 加仓 |
| DASH | DOORDASH INC | $37.42万 | 0.02% | 2,028 | 2,028 | — | $37.42万 | 新建仓 |
| AVGO | BROADCOM INC 看涨期权 | $37.77万 | 0.02% | 1,000 | 1,000 | — | $37.77万 | 新建仓 |
| QCOM | QUALCOMM INC | $38.14万 | 0.02% | 2,064 | 2,064 | — | $38.14万 | 新建仓 |
| CSCO | CISCO SYS INC | $39.76万 | 0.02% | 3,385 | -6,221 | -64.8% | -$73.07万 | 重新持有 |
| GLD | SPDR GOLD TR | $40.56万 | 0.02% | 1,101 | 500 | 83.2% | $18.42万 | 加仓 |
| GDDY | GODADDY INC | $41.96万 | 0.02% | 4,944 | 1,093 | 28.4% | $9.28万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $41.97万 | 0.02% | 5,816 | 5,816 | — | $41.97万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $43.37万 | 0.03% | 6,198 | 116 | 1.9% | $8,118 | 加仓 |
| VG | VENTURE GLOBAL INC | $43.58万 | 0.03% | 39,153 | 706 | 1.8% | $7,858 | 加仓 |
| ASML | ASML HLDG NV | $43.77万 | 0.03% | 220 | 220 | — | $43.77万 | 新建仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $43.85万 | 0.03% | 29,001 | 3,000 | 11.5% | $4.54万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $44.66万 | 0.03% | 4,922 | 4,922 | — | $44.66万 | 新建仓 |
| T | AT&T INC | $44.70万 | 0.03% | 21,596 | 6,078 | 39.2% | $12.58万 | 加仓 |
| AGNC | AGNC INVT CORP | $46.74万 | 0.03% | 42,881 | 809 | 1.9% | $8,818 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $46.82万 | 0.03% | 6,537 | -2,113 | -24.4% | -$15.13万 | 减仓 |
| SNEX | STONEX GROUP INC | $47.40万 | 0.03% | 4,000 | -6,284 | -61.1% | -$74.47万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $50.04万 | 0.03% | 19,810 | 3,317 | 20.1% | $8.38万 | 加仓 |
| KLAC | KLA CORP | $51.47万 | 0.03% | 1,706 | 1,706 | — | $51.47万 | 新建仓 |
| SBUX | STARBUCKS CORP | $52.34万 | 0.03% | 5,122 | 5,122 | — | $52.34万 | 新建仓 |
| AVNT | AVIENT CORPORATION | $52.99万 | 0.03% | 14,338 | 4,770 | 49.9% | $17.63万 | 加仓 |
| SANM | SANMINA CORP | $53.22万 | 0.03% | 2,103 | 2,103 | — | $53.22万 | 新建仓 |
| BPOP | POPULAR INC | $53.54万 | 0.03% | 3,261 | -465 | -12.5% | -$7.63万 | 减仓 |
| SNDK | SANDISK CORP | $53.66万 | 0.03% | 236 | 236 | — | $53.66万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $53.67万 | 0.03% | 4,600 | 4,600 | — | $53.67万 | 新建仓 |
| — | BRAEMAR HOTELS & RESORTS INC | $56.06万 | 0.03% | 259,555 | 34,897 | 15.5% | $7.54万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $56.29万 | 0.03% | 31,746 | 31,746 | — | $56.29万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $57.45万 | 0.03% | 1,962 | 1,962 | — | $57.45万 | 新建仓 |
| — | SERIES PORTFOLIOS TR | $58.42万 | 0.03% | 20,486 | 93 | 0.5% | $2,652 | 加仓 |
| WYNN | WYNN RESORTS LTD | $59.76万 | 0.03% | 6,155 | 116 | 1.9% | $1.13万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $59.89万 | 0.04% | 1,382 | 1,382 | — | $59.89万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $62.02万 | 0.04% | 2,216 | 366 | 19.8% | $10.24万 | 加仓 |
| MCD | MCDONALDS CORP | $62.20万 | 0.04% | 2,301 | -9,626 | -80.7% | -$260.20万 | 重新持有 |
| OTTR | OTTER TAIL CORP | $62.30万 | 0.04% | 6,924 | 130 | 1.9% | $1.17万 | 加仓 |
| SMTC | SEMTECH CORP | $63.93万 | 0.04% | 3,950 | 3,950 | — | $63.93万 | 新建仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $64.21万 | 0.04% | 10,791 | -2,923 | -21.3% | -$17.39万 | 减仓 |
| KTB | KONTOOR BRANDS INC | $65.11万 | 0.04% | 7,812 | 7,812 | — | $65.11万 | 新建仓 |
| HBM | HUDBAY MINERALS INC | $65.37万 | 0.04% | 27,686 | 17,686 | 176.9% | $41.76万 | 加仓 |
| USB | US BANCORP | $65.83万 | 0.04% | 10,899 | -7,794 | -41.7% | -$47.08万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $67.28万 | 0.04% | 8,596 | 162 | 1.9% | $1.27万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $70.19万 | 0.04% | 5,437 | -1,648 | -23.3% | -$21.27万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $73.51万 | 0.04% | 11,613 | 1,676 | 16.9% | $10.61万 | 加仓 |
| BXP | BXP INC | $73.60万 | 0.04% | 11,099 | -19,162 | -63.3% | -$127.06万 | 减仓 |
| KBH | KB HOME | $74.19万 | 0.04% | 11,853 | 1,723 | 17.0% | $10.78万 | 加仓 |
| OPI | OFFICE PPTYS INCOME TR | $77.97万 | 0.05% | 45,864 | 45,864 | — | $77.97万 | 新建仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $79.68万 | 0.05% | 46,597 | 1,890 | 4.2% | $3.23万 | 重新持有 |
| MOG/A | MOOG INC | $79.89万 | 0.05% | 1,885 | 35 | 1.9% | $1.48万 | 加仓 |
| AMAT | APPLIED MATLS INC | $80.98万 | 0.05% | 1,120 | 1,120 | — | $80.98万 | 新建仓 |
| HRI | HERC HLDGS INC | $83.38万 | 0.05% | 5,817 | 5,817 | — | $83.38万 | 新建仓 |
| PEP | PEPSICO INC | $83.45万 | 0.05% | 6,163 | 999 | 19.3% | $13.53万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $87.49万 | 0.05% | 2,937 | -58,904 | -95.3% | -$1,754.69万 | 减仓 |