Walnut Level Capital LLC
DENVER CO · SEC CIK 0001803088
$02026Q2 申报市值
0持仓数
0.0%前十大占比
0 / 40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
本季没有买入
2026Q2 卖出最多 按季末市值估算
DAR 清仓-$1,450.59万
MEOH 清仓-$1,034.36万
BG 清仓-$941.85万
ANDE 清仓-$502.23万
CE 清仓-$460.39万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DAR | DARLING INGREDIENTS INC 看跌期权 | $0 | 0.00% | 0 | -375,000 | -100.0% | -$2,319.38万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -234,533 | -100.0% | -$1,450.59万 | 清仓 |
| MEOH | METHANEX CORP | $0 | 0.00% | 0 | -173,725 | -100.0% | -$1,034.36万 | 清仓 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -74,045 | -100.0% | -$941.85万 | 清仓 |
| ANDE | ANDERSONS INC | $0 | 0.00% | 0 | -69,968 | -100.0% | -$502.23万 | 清仓 |
| CE | CELANESE CORP DEL | $0 | 0.00% | 0 | -70,000 | -100.0% | -$460.39万 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $0 | 0.00% | 0 | -13,495 | -100.0% | -$392.02万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$334.84万 | 清仓 |
| REX | REX AMERICAN RES CORP | $0 | 0.00% | 0 | -71,172 | -100.0% | -$324.33万 | 清仓 |
| BG | BUNGE GLOBAL SA 看跌期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$318.00万 | 清仓 |
| AGRO | ADECOAGRO S A | $0 | 0.00% | 0 | -198,317 | -100.0% | -$297.87万 | 清仓 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | -65,000 | -100.0% | -$245.44万 | 清仓 |
| ASIX | ADVANSIX INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$244.00万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -30,000 | -100.0% | -$228.96万 | 清仓 |
| ANDE | ANDERSONS INC 看跌期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$215.34万 | 清仓 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -325,000 | -100.0% | -$210.60万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -7,523 | -100.0% | -$200.13万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -40,000 | -100.0% | -$193.04万 | 清仓 |
| TROX | TRONOX HOLDINGS PLC | $0 | 0.00% | 0 | -180,000 | -100.0% | -$175.86万 | 清仓 |
| GPRE | GREEN PLAINS INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$164.50万 | 清仓 |
| GPRE | GREEN PLAINS INC | $0 | 0.00% | 0 | -89,731 | -100.0% | -$147.61万 | 清仓 |
| SFD | SMITHFIELD FOODS INC | $0 | 0.00% | 0 | -50,915 | -100.0% | -$142.41万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$137.40万 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -10,000 | -100.0% | -$129.84万 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -40,000 | -100.0% | -$118.92万 | 清仓 |
| WLK | WESTLAKE CORPORATION | $0 | 0.00% | 0 | -10,000 | -100.0% | -$116.82万 | 清仓 |
| HUN | HUNTSMAN CORP | $0 | 0.00% | 0 | -85,000 | -100.0% | -$113.14万 | 清仓 |
| TITN | TITAN MACHY INC | $0 | 0.00% | 0 | -64,674 | -100.0% | -$108.13万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -80,000 | -100.0% | -$88.00万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -7,504 | -100.0% | -$80.20万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -2,447 | -100.0% | -$78.44万 | 清仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $0 | 0.00% | 0 | -60,526 | -100.0% | -$67.00万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$56.33万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -17,500 | -100.0% | -$48.48万 | 清仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $0 | 0.00% | 0 | -6,614 | -100.0% | -$47.98万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$41.65万 | 清仓 |
| ESI | ELEMENT SOLUTIONS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$34.14万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -10,000 | -100.0% | -$25.50万 | 清仓 |
| AVO | MISSION PRODUCE INC | $0 | 0.00% | 0 | -15,934 | -100.0% | -$21.93万 | 清仓 |
| — | 0 | $0 | — | 0 | 0 | — | — | 清仓 |