SL ADVISORS, LLC
NAPLES FL · SEC CIK 0001680365
$5,907.20万2026Q1 申报市值
32持仓数
74.6%前十大占比 · 第一大 13.9%
0 / 0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
NEXT 加仓+$49.10万
BRK/B 加仓+$22.23万
KO 加仓+$1.74万
XLP 加仓+$164
2026Q1 卖出最多 按季末市值估算
ET 减仓-$34.74万
ADP 减仓-$14.79万
TRGP 减仓-$11.46万
LMT 减仓-$9.61万
LNG 减仓-$7.09万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER LP | $820.21万 | 13.88% | 424,978 | -18,000 | -4.1% | -$34.74万 | 减仓 |
| NEXT | NEXTDECADE | $756.04万 | 12.80% | 986,992 | 64,103 | 6.9% | $49.10万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $496.75万 | 8.41% | 17,506 | -250 | -1.4% | -$7.09万 | 减仓 |
| WMB | WILLIAMS COMPANIES | $478.32万 | 8.10% | 65,722 | -876 | -1.3% | -$6.38万 | 减仓 |
| — | PACER AMERN ENERGY INDEPENDENCE ETF | $450.61万 | 7.63% | 95,895 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RESOURCES CORP | $437.22万 | 7.40% | 17,438 | -457 | -2.6% | -$11.46万 | 减仓 |
| OKE | ONEOK INC | $352.48万 | 5.97% | 38,995 | -550 | -1.4% | -$4.97万 | 减仓 |
| EPD | ENTERPRISE PRODS PART LP | $271.48万 | 4.60% | 71,745 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY | $171.94万 | 2.91% | 3,588 | 464 | 14.9% | $22.23万 | 加仓 |
| KNTK | KINETIK HOLDINGS | $170.39万 | 2.88% | 35,197 | -1,000 | -2.8% | -$4.84万 | 减仓 |
| TRP | TC ENERGY CORP F | $154.84万 | 2.62% | 24,735 | -90 | -0.4% | -$5,634 | 减仓 |
| ENB | ENBRIDGE INC F | $151.95万 | 2.57% | 28,066 | -133 | -0.5% | -$7,201 | 减仓 |
| SPY | SPDR S&P 500 ETF | $139.63万 | 2.36% | 2,147 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC | $116.87万 | 1.98% | 34,854 | -305 | -0.9% | -$1.02万 | 减仓 |
| MPLX | MPLX, LP | $98.33万 | 1.66% | 17,229 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PAR LP | $97.17万 | 1.64% | 23,602 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CO F | $90.84万 | 1.54% | 20,294 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES | $85.24万 | 1.44% | 3,892 | -48 | -1.2% | -$1.05万 | 减仓 |
| RTX | RAYTHEON TECHNOLOGIES CO | $83.85万 | 1.42% | 4,347 | -350 | -7.5% | -$6.75万 | 减仓 |
| SOBO | SOUTH BOW CORP F | $71.03万 | 1.20% | 21,318 | -18 | -0.1% | -$600 | 减仓 |
| WM | WASTE MANAGEMENT INC | $64.27万 | 1.09% | 2,797 | -39 | -1.4% | -$8,962 | 减仓 |
| LMT | KINETIK HOLDINGS | $43.76万 | 0.74% | 724 | -159 | -18.0% | -$9.61万 | 减仓 |
| MCD | MCDONALDS CORP | $42.67万 | 0.72% | 1,373 | -21 | -1.5% | -$6,527 | 减仓 |
| XLP | SPDR FUND CONSUMER STAPLES ETF | $39.84万 | 0.67% | 4,860 | 2 | 0.0% | $164 | 加仓 |
| PAGP | PLAINS GP HLDGS | $37.79万 | 0.64% | 15,565 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $33.76万 | 0.57% | 1,269 | -22 | -1.7% | -$5,852 | 减仓 |
| KO | THE COCA-COLA CO | $26.84万 | 0.45% | 3,529 | 229 | 6.9% | $1.74万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $26.25万 | 0.44% | 1,074 | -29 | -2.6% | -$7,089 | 减仓 |
| ADP | AUTO DATA PROCESSING | $26.05万 | 0.44% | 1,282 | -728 | -36.2% | -$14.79万 | 减仓 |
| HSY | HERSHEY CO | $25.03万 | 0.42% | 1,204 | -30 | -2.4% | -$6,237 | 减仓 |
| MRK | MERCK & CO. INC. | $23.96万 | 0.41% | 1,992 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE | $21.80万 | 0.37% | 1,509 | -32 | -2.1% | -$4,622 | 减仓 |