Ninepoint Partners LP
TORONTO A6 · SEC CIK 0001715635
$14.00亿2026Q1 申报市值
149持仓数
72.1%前十大占比 · 第一大 39.3%
29 / 39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
SU 加仓+$1.18亿
PARR 新建仓+$3,445.20万
CNI 加仓+$871.57万
SHOP 加仓+$802.33万
AU 加仓+$724.84万
2026Q1 卖出最多 按季末市值估算
AR 清仓-$8,615.00万
EQT 减仓-$7,546.89万
VNOM 减仓-$4,699.00万
GPOR 清仓-$4,159.80万
HYMC 减仓-$419.20万
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 |
|---|---|---|---|---|---|---|---|---|
| EXE | EXPAND ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -2,500,000 | -100.0% | -$8,615.00万 | 清仓 |
| GPOR | GULFPORT ENERGY CORP | $0 | 0.00% | 0 | -200,000 | -100.0% | -$4,159.80万 | 清仓 |
| — | ISHARES 20 YR TR BD ETF 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HYCROFT MINING HOLDING CLASS A 看跌期权 | $0 | 0.00% | 0 | -210,000 | -100.0% | -$499.17万 | 清仓 |
| PR | PERMIAN RESOURCES CORP CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHRD | CHORD ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXK | ENDEAVOUR SILVER CORP | $0 | 0.00% | 0 | -434,783 | -100.0% | -$408.70万 | 清仓 |
| SLV | ISHARES SILVER TRUST | $0 | 0.00% | 0 | -60,299 | -100.0% | -$388.45万 | 清仓 |
| MFC | MANULIFE FINANCIAL CORP | $0 | 0.00% | 0 | -103,597 | -100.0% | -$375.85万 | 清仓 |
| PTEN | PATTERSON UTI ENERGY INC | $0 | 0.00% | 0 | -500,000 | -100.0% | -$305.50万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN ETF | $0 | 0.00% | 0 | -30,800 | -100.0% | -$234.79万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -4,613 | -100.0% | -$162.96万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DY | DYCOM INDUSTRIES INC | $0 | 0.00% | 0 | -4,029 | -100.0% | -$136.14万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -7,504 | -100.0% | -$121.06万 | 清仓 |
| RDDT | REDDIT INC CLASS A | $0 | 0.00% | 0 | -4,546 | -100.0% | -$104.50万 | 清仓 |
| NU | NU HOLDINGS LTD CLASS A | $0 | 0.00% | 0 | -37,733 | -100.0% | -$63.16万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DG | DOLLAR GENERAL CORP | $0 | 0.00% | 0 | -4,348 | -100.0% | -$57.73万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -995 | -100.0% | -$56.35万 | 清仓 |
| HDB | HDFC BANK ADR | $0 | 0.00% | 0 | -15,219 | -100.0% | -$55.61万 | 清仓 |
| APP | APPLOVIN CORP CLASS A | $0 | 0.00% | 0 | -820 | -100.0% | -$55.25万 | 清仓 |
| WFC | WELLS FARGO | $0 | 0.00% | 0 | -5,879 | -100.0% | -$54.79万 | 清仓 |
| BAC | BANK OF AMERICA CORP | $0 | 0.00% | 0 | -9,848 | -100.0% | -$54.16万 | 清仓 |
| V | VISA INC CLASS A | $0 | 0.00% | 0 | -1,426 | -100.0% | -$50.01万 | 清仓 |
| IQV | IQVIA HOLDINGS INC | $0 | 0.00% | 0 | -2,155 | -100.0% | -$48.58万 | 清仓 |
| — | TENCENT HOLDINGS ADR LTD | $0 | 0.00% | 0 | -6,031 | -100.0% | -$46.17万 | 清仓 |
| ONON | ON HOLDING AG CLASS A | $0 | 0.00% | 0 | -9,928 | -100.0% | -$46.15万 | 清仓 |
| ARGX | ARGENX SE ADR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -3,190 | -100.0% | -$39.81万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -2,850 | -100.0% | -$37.38万 | 清仓 |
| MDB | MONGODB INC CLASS A | $0 | 0.00% | 0 | -708 | -100.0% | -$29.71万 | 清仓 |
| SCHW | CHARLES SCHWAB CORP | $0 | 0.00% | 0 | -2,643 | -100.0% | -$26.41万 | 清仓 |
| MA | MASTERCARD INC CLASS A | $0 | 0.00% | 0 | -337 | -100.0% | -$19.24万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA ADR | $0 | 0.00% | 0 | -23 | -100.0% | -$4,229 | 清仓 |
| BABA | ALIBABA GROUP HOLDING ADR | $0 | 0.00% | 0 | -27 | -100.0% | -$3,958 | 清仓 |
| CCEP | COCA COLA EUROPACIFIC PARTNERS PLC | $0 | 0.00% | 0 | -39 | -100.0% | -$3,537 | 清仓 |
| FUTU | FUTU HOLDINGS ADR | $0 | 0.00% | 0 | -21 | -100.0% | -$3,448 | 清仓 |
| NWG | NATWEST GROUP ADR | $0 | 0.00% | 0 | -172 | -100.0% | -$3,010 | 清仓 |
| GLBE | GLOBAL E ONLINE LTD | $0 | 0.00% | 0 | -53 | -100.0% | -$2,083 | 清仓 |
| GMAB | GENMAB SPONSORED ADR | $0 | 0.00% | 0 | -67 | -100.0% | -$2,064 | 清仓 |
| TEAM | ATLASSIAN CORP CLASS A | $0 | 0.00% | 0 | -10 | -100.0% | -$1,621 | 清仓 |
| — | CAMTEK LTD | $0 | 0.00% | 0 | -14 | -100.0% | -$1,489 | 清仓 |
| JMIA | JUMIA TECHNOLOGIES | $0 | 0.00% | 0 | -113 | -100.0% | -$1,411 | 清仓 |
| LIVN | LIVANOVA PLC | $0 | 0.00% | 0 | -45 | -100.0% | -$52 | 清仓 |
| VALE | VALE SA | $1,575 | 0.00% | 99 | -129 | -56.6% | -$2,052 | 减仓 |
| CAMT | CAMTEK LTD | $1,971 | 0.00% | 13 | 13 | — | $1,971 | 新建仓 |
| NBIS | NEBIUS NV CLASS A | $2,075 | 0.00% | 20 | -1,028 | -98.1% | -$10.67万 | 重新持有 |
| MFG | MIZUHO FINANCIAL GROUP | $2,263 | 0.00% | 285 | 285 | — | $2,263 | 新建仓 |
| BIDU | BAIDU INC CLASS A | $2,674 | 0.00% | 24 | -6 | -20.0% | -$668 | 减仓 |
| LIVN | LIVANOVA PLC | $2,860 | 0.00% | 45 | 45 | — | $2,860 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE CHILE | $3,399 | 0.00% | 42 | 20 | 90.9% | $1,619 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY | $3,818 | 0.00% | 34 | 34 | — | $3,818 | 新建仓 |
| — | BAE SYSTEMS PLC | $4,078 | 0.00% | 35 | 35 | — | $4,078 | 新建仓 |
| FN | FABRINET | $4,172 | 0.00% | 8 | 8 | — | $4,172 | 新建仓 |
| HSBC | HSBC HOLDINGS PLC | $4,207 | 0.00% | 51 | 51 | — | $4,207 | 新建仓 |
| AZN | ASTRAZENECA PLC | $4,536 | 0.00% | 23 | 23 | — | $4,536 | 新建仓 |
| NVT | NVENT ELECTRIC PLC | $4,731 | 0.00% | 40 | 13 | 48.1% | $1,538 | 加仓 |
| ASML | ASML HOLDING NV | $5,283 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASICO DO | $5,522 | 0.00% | 181 | 97 | 115.5% | $2,959 | 加仓 |
| OVV | OVINTIV INC | $6,292 | 0.00% | 106 | 106 | — | $6,292 | 新建仓 |
| ING | ING GROEP NV | $7,607 | 0.00% | 292 | 98 | 50.5% | $2,553 | 加仓 |
| EQNR | EQUINOR | $7,891 | 0.00% | 187 | 187 | — | $7,891 | 新建仓 |
| LIN | LINDE PLC | $24.39万 | 0.02% | 492 | 492 | — | $24.39万 | 新建仓 |
| APH | AMPHENOL CORP CLASS A | $24.52万 | 0.02% | 1,941 | -179 | -8.4% | -$2.26万 | 减仓 |
| CME | CME GROUP INC CLASS A | $25.52万 | 0.02% | 864 | -1,587 | -64.7% | -$46.87万 | 减仓 |
| C | CITIGROUP INC | $26.58万 | 0.02% | 2,344 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $26.77万 | 0.02% | 3,154 | -15,009 | -82.6% | -$127.41万 | 减仓 |
| WELL | WELLTOWER INC | $28.98万 | 0.02% | 1,466 | -2,013 | -57.9% | -$39.80万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $29.41万 | 0.02% | 852 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $31.09万 | 0.02% | 1,349 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $33.45万 | 0.02% | 1,017 | -176 | -14.8% | -$5.79万 | 重新持有 |
| CRCL | CIRCLE INTERNET GROUP INC CLASS A | $38.16万 | 0.03% | 4,000 | -250 | -5.9% | -$2.39万 | 重新持有 |
| RIOT | RIOT PLATFORMS INC | $38.87万 | 0.03% | 31,450 | 31,450 | — | $38.87万 | 新建仓 |
| WULF | TERAWULF INC | $40.91万 | 0.03% | 28,350 | 28,350 | — | $40.91万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $43.16万 | 0.03% | 878 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $44.50万 | 0.03% | 1,568 | -212 | -11.9% | -$6.02万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $46.28万 | 0.03% | 547 | -101 | -15.6% | -$8.54万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $48.71万 | 0.03% | 3,038 | -962 | -24.1% | -$15.42万 | 减仓 |
| MCD | MCDONALDS CORP | $51.90万 | 0.04% | 1,670 | 0 | 0.0% | — | 不变 |
| KO | COCA-COLA | $54.85万 | 0.04% | 7,212 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INC | $57.32万 | 0.04% | 7,388 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $59.23万 | 0.04% | 836 | -78 | -8.5% | -$5.53万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $61.60万 | 0.04% | 2,520 | -295 | -10.5% | -$7.21万 | 减仓 |
| HOOD | ROBINHOOD MARKETS INC CLASS A | $63.73万 | 0.05% | 9,196 | -3,638 | -28.3% | -$25.21万 | 减仓 |
| CTRE | CARETRUST INC | $64.72万 | 0.05% | 17,660 | 17,660 | — | $64.72万 | 新建仓 |
| CIFR | CIPHER DIGITAL INC | $64.92万 | 0.05% | 50,446 | 22,846 | 82.8% | $29.40万 | 加仓 |
| IREN | IREN LTD | $66.00万 | 0.05% | 19,253 | 7,947 | 70.3% | $27.24万 | 加仓 |
| ERO | ERO COPPER CORP | $66.67万 | 0.05% | 25,000 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $67.07万 | 0.05% | 190,000 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HOLDINGS INC | $71.81万 | 0.05% | 20,240 | 20,240 | — | $71.81万 | 新建仓 |
| MS | MORGAN STANLEY | $72.00万 | 0.05% | 4,375 | 4,375 | — | $72.00万 | 新建仓 |
| LLY | ELI LILLY | $72.02万 | 0.05% | 783 | 178 | 29.4% | $16.37万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CLASS A | $72.32万 | 0.05% | 6,160 | 2,829 | 84.9% | $33.21万 | 加仓 |
| — | EXXON MOBIL CORP | $72.38万 | 0.05% | 4,266 | -210 | -4.7% | -$3.56万 | 减仓 |
| KRMN | KARMAN HOLDINGS INC | $73.23万 | 0.05% | 9,148 | 9,148 | — | $73.23万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP | $73.91万 | 0.05% | 37,424 | 37,188 | 15,757.6% | $73.45万 | 加仓 |