Recurrent Investment Advisors LLC
HOUSTON TX · SEC CIK 0001803146
$16.15亿2026Q2 申报市值
71持仓数
56.8%前十大占比 · 第一大 7.8%
3 / 0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
MPLX 新建仓+$3,068.37万
ENB 加仓+$2,262.04万
VG 新建仓+$2,254.71万
EPD 加仓+$1,308.41万
SUN 加仓+$820.51万
2026Q2 卖出最多 按季末市值估算
CVE 减仓-$2,742.81万
MPC 减仓-$2,432.93万
VNOM 减仓-$2,210.13万
SU 减仓-$2,021.39万
PBF 减仓-$1,244.43万
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 |
|---|---|---|---|---|---|---|---|---|
| TRGP | TARGA RES CORP | $1.26亿 | 7.81% | 470,637 | -1,164 | -0.2% | -$31.21万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $1.23亿 | 7.59% | 4,739,325 | -1,060,316 | -18.3% | -$2,742.81万 | 减仓 |
| ET | ENERGY TRANSFER L P | $1.13亿 | 7.03% | 5,935,394 | 373,013 | 6.7% | $713.20万 | 加仓 |
| OKE | ONEOK INC NEW | $1.01亿 | 6.24% | 1,159,957 | 3,923 | 0.3% | $34.11万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $8,243.56万 | 5.10% | 2,578,529 | 148,085 | 6.1% | $473.43万 | 加仓 |
| MUSA | MURPHY USA INC | $7,859.21万 | 4.87% | 146,263 | 144 | 0.1% | $7.74万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $7,758.68万 | 4.80% | 1,149,434 | 121,557 | 11.8% | $820.51万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $7,467.49万 | 4.62% | 2,031,416 | 355,933 | 21.2% | $1,308.41万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $7,202.64万 | 4.46% | 301,353 | 1,279 | 0.4% | $30.57万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $6,963.09万 | 4.31% | 1,498,252 | 4,002 | 0.3% | $18.60万 | 加仓 |
| PSX | PHILLIPS 66 | $6,812.99万 | 4.22% | 403,016 | -11,048 | -2.7% | -$186.77万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $6,273.29万 | 3.88% | 1,145,921 | -369,240 | -24.4% | -$2,021.39万 | 减仓 |
| WMB | WILLIAMS COS INC | $5,671.15万 | 3.51% | 762,867 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $5,211.53万 | 3.23% | 355,154 | -2 | -0.0% | -$293 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $4,959.28万 | 3.07% | 1,133,291 | -1,467 | -0.1% | -$6.42万 | 减仓 |
| ENB | ENBRIDGE INC | $4,786.16万 | 2.96% | 882,892 | 417,273 | 89.6% | $2,262.04万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $4,359.60万 | 2.70% | 1,791,325 | -333,622 | -15.7% | -$811.94万 | 减仓 |
| SOBO | SOUTH BOW CORP | $4,083.35万 | 2.53% | 1,158,738 | -2,278 | -0.2% | -$8.03万 | 减仓 |
| PBF | PBF ENERGY INC | $3,320.84万 | 2.06% | 729,534 | -273,381 | -27.3% | -$1,244.43万 | 减仓 |
| MPLX | MPLX LP | $3,068.37万 | 1.90% | 544,714 | 544,714 | — | $3,068.37万 | 新建仓 |
| VG | VENTURE GLOBAL INC | $2,254.71万 | 1.40% | 2,025,792 | 2,025,792 | — | $2,254.71万 | 新建仓 |
| MPC | MARATHON PETE CORP | $2,193.62万 | 1.36% | 85,799 | -95,159 | -52.6% | -$2,432.93万 | 减仓 |
| VNOM | VIPER ENERGY INC | $1,984.58万 | 1.23% | 468,061 | -521,257 | -52.7% | -$2,210.13万 | 减仓 |
| B | BARRICK MNG CORP | $1,034.52万 | 0.64% | 234,844 | 83 | 0.0% | $3,656 | 加仓 |
| DOW | DOW HLDGS INC | $1,000.87万 | 0.62% | 365,815 | 30,606 | 9.1% | $83.74万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $940.03万 | 0.58% | 128,771 | 15,981 | 14.2% | $116.66万 | 加仓 |
| EMN | EASTMAN CHEM CO | $909.93万 | 0.56% | 135,851 | 48,715 | 55.9% | $326.29万 | 加仓 |
| NEM | NEWMONT CORP | $908.27万 | 0.56% | 97,245 | 0 | 0.0% | — | 不变 |
| HUN | HUNTSMAN CORP | $841.61万 | 0.52% | 792,476 | 256,562 | 47.9% | $272.47万 | 加仓 |
| — | EXXON MOBIL CORP | $797.27万 | 0.49% | 58,314 | 14 | 0.0% | $1,914 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $761.89万 | 0.47% | 144,709 | 19,221 | 15.3% | $101.20万 | 加仓 |
| CVX | CHEVRON CORPORATION | $715.50万 | 0.44% | 43,165 | 2 | 0.0% | $332 | 加仓 |
| BP | BP PLC | $468.50万 | 0.29% | 126,792 | 8,404 | 7.1% | $31.05万 | 重新持有 |
| NTR | NUTRIEN LTD | $467.42万 | 0.29% | 52,357 | -3 | -0.0% | -$268 | 减仓 |
| KGC | KINROSS GOLD CORP | $393.08万 | 0.24% | 147,739 | 147,739 | — | $393.08万 | 新建仓 |
| MTDR | MATADOR RES CO | $383.54万 | 0.24% | 77,047 | 51 | 0.1% | $2,539 | 加仓 |
| NUE | NUCOR CORP | $370.23万 | 0.23% | 16,621 | 6 | 0.0% | $1,337 | 加仓 |
| COP | CONOCOPHILLIPS | $353.17万 | 0.22% | 33,972 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $330.08万 | 0.20% | 52,486 | -31 | -0.1% | -$1,950 | 减仓 |
| TECK | TECK RESOURCES LTD | $304.60万 | 0.19% | 40,394 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $295.07万 | 0.18% | 196,192 | 62 | 0.0% | $932 | 加仓 |
| RIO | RIO TINTO PLC | $258.64万 | 0.16% | 27,245 | -2 | -0.0% | -$190 | 减仓 |
| HAL | HALLIBURTON CO | $250.09万 | 0.15% | 73,663 | 15 | 0.0% | $509 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $234.01万 | 0.14% | 59,242 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $227.12万 | 0.14% | 27,262 | -9 | -0.0% | -$750 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $206.65万 | 0.13% | 11,756 | 0 | 0.0% | — | 不变 |
| SUNC | SUNOCOCORP LLC | $176.48万 | 0.11% | 26,080 | 10,700 | 69.6% | $72.41万 | 加仓 |
| SHEL | SHELL PLC | $166.39万 | 0.10% | 56,587 | 446 | 0.8% | $1.31万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $148.92万 | 0.09% | 27,265 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $144.97万 | 0.09% | 13,549 | 4,147 | 44.1% | $44.37万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $142.68万 | 0.09% | 15,646 | 5,957 | 61.5% | $54.32万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $120.72万 | 0.07% | 26,095 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $115.57万 | 0.07% | 54,542 | 95 | 0.2% | $2,013 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $107.91万 | 0.07% | 28,324 | 58 | 0.2% | $2,210 | 加仓 |
| TTE | TOTALENERGIES SE | $107.65万 | 0.07% | 15,824 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $105.18万 | 0.07% | 9,406 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $95.82万 | 0.06% | 14,455 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $88.37万 | 0.05% | 8,163 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $81.04万 | 0.05% | 15,371 | -32 | -0.2% | -$1,687 | 减仓 |
| AA | ALCOA CORP | $78.73万 | 0.05% | 15,100 | -30 | -0.2% | -$1,564 | 减仓 |
| CCJ | CAMECO CORP | $68.83万 | 0.04% | 6,757 | 0 | 0.0% | — | 不变 |
| PKX | POSCO HOLDINGS INC | $63.82万 | 0.04% | 12,422 | -12,538 | -50.2% | -$64.42万 | 减仓 |
| WY | WEYERHAEUSER CO | $60.17万 | 0.04% | 25,134 | -10 | -0.0% | -$239 | 减仓 |
| EOG | EOG RES INC | $60.16万 | 0.04% | 4,637 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $58.62万 | 0.04% | 2,251 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $58.13万 | 0.04% | 1,008 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $56.47万 | 0.03% | 7,392 | -4 | -0.1% | -$306 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $48.20万 | 0.03% | 9,970 | -1,730 | -14.8% | -$8.36万 | 减仓 |
| VST | VISTRA CORP | $44.77万 | 0.03% | 2,822 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $34.26万 | 0.02% | 2,537 | -3,746 | -59.6% | -$50.58万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $32.56万 | 0.02% | 1,311 | 0 | 0.0% | — | 不变 |