Elequin Capital, LP
NEW YORK NY · SEC CIK 0001810873
$33.57亿2026Q2 申报市值
693持仓数
72.4%前十大占比 · 第一大 17.5%
270 / 260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
WDC 新建仓+$5.87亿
SEAGATE HDD CAYM 新建仓+$4.81亿
LITE 新建仓+$3.70亿
CNP 新建仓+$3.28亿
APOLLO GLOBAL MG 加仓+$1.54亿
2026Q2 卖出最多 按季末市值估算
DUKE ENERGY CORP 清仓-$5.11亿
H WORLD GROUP LT 清仓-$9,360.39万
VENTAS RLTY LTD 清仓-$5,019.28万
FIRSTENERGY CORP 清仓-$5,015.07万
GRID 减仓-$3,984.18万
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 |
|---|---|---|---|---|---|---|---|---|
| USAR | USA RARE EARTH INC | $1.01万 | 0.00% | 467 | -24 | -4.9% | -$518 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $1.02万 | 0.00% | 103 | 103 | — | $1.02万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $1.04万 | 0.00% | 1,181 | 316 | 36.5% | $2,774 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $1.04万 | 0.00% | 201 | -316,951 | -99.9% | -$1,645.31万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $1.06万 | 0.00% | 20 | 20 | — | $1.06万 | 新建仓 |
| VGNT | VERSIGENT PLC | $1.08万 | 0.00% | 256 | 256 | — | $1.08万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.12万 | 0.00% | 122 | 122 | — | $1.12万 | 新建仓 |
| NU | NU HLDGS LTD | $1.15万 | 0.00% | 863 | 0 | 0.0% | — | 不变 |
| — | GSI TECHNOLOGY INC | $1.15万 | 0.00% | 1,494 | 1,494 | — | $1.15万 | 新建仓 |
| — | AIRO GROUP HLDGS INC | $1.16万 | 0.00% | 1,576 | 1,576 | — | $1.16万 | 新建仓 |
| BZ | KANZHUN LIMITED | $1.18万 | 0.00% | 917 | 917 | — | $1.18万 | 新建仓 |
| KSPI | KASPI KZ JSC | $1.20万 | 0.00% | 138 | 138 | — | $1.20万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.20万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $1.20万 | 0.00% | 622 | 0 | 0.0% | — | 重新持有 |
| GENI | GENIUS SPORTS LIMITED | $1.20万 | 0.00% | 1,982 | 1,982 | — | $1.20万 | 新建仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $1.21万 | 0.00% | 273 | 212 | 347.5% | $9,383 | 加仓 |
| VLRS | CONTROLADORA VUELA COMP DE A | $1.24万 | 0.00% | 1,318 | -15,000 | -91.9% | -$14.06万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $1.29万 | 0.00% | 17 | 7 | 70.0% | $5,304 | 加仓 |
| — | BRIDGER AEROSPACE GRP HLDGS | $1.32万 | 0.00% | 47,317 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $1.33万 | 0.00% | 3,819 | 3,211 | 528.1% | $1.11万 | 加仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $1.33万 | 0.00% | 812 | 812 | — | $1.33万 | 新建仓 |
| TX | TERNIUM SA | $1.34万 | 0.00% | 313 | 5 | 1.6% | $213 | 加仓 |
| FISV | FISERV INC | $1.40万 | 0.00% | 285 | 285 | — | $1.40万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $1.41万 | 0.00% | 118 | -521 | -81.5% | -$6.21万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $1.41万 | 0.00% | 378 | -5,680 | -93.8% | -$21.19万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.42万 | 0.00% | 31 | 1 | 3.3% | $459 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $1.46万 | 0.00% | 17 | -726 | -97.7% | -$62.30万 | 重新持有 |
| CVE | CENOVUS ENERGY INC | $1.49万 | 0.00% | 601 | -189 | -23.9% | -$4,689 | 减仓 |
| TSAT | TELESAT CORP | $1.50万 | 0.00% | 297 | -153 | -34.0% | -$7,745 | 减仓 |
| SKM | SK TELECOM CO LTD | $1.51万 | 0.00% | 470 | 470 | — | $1.51万 | 新建仓 |
| WMB | WILLIAMS COS INC | $1.52万 | 0.00% | 204 | 204 | — | $1.52万 | 新建仓 |
| NEWP | NEW PAC METALS CORP | $1.60万 | 0.00% | 3,981 | 3,981 | — | $1.60万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $1.60万 | 0.00% | 60 | 60 | — | $1.60万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $1.72万 | 0.00% | 833 | 833 | — | $1.72万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $1.77万 | 0.00% | 75 | 75 | — | $1.77万 | 新建仓 |
| NEM | NEWMONT CORP | $1.77万 | 0.00% | 190 | 190 | — | $1.77万 | 新建仓 |
| EWL | ISHARES INC | $1.80万 | 0.00% | 286 | 286 | — | $1.80万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $1.84万 | 0.00% | 253 | 253 | — | $1.84万 | 新建仓 |
| IFS | INTERCORP FINL SVCS INC | $1.86万 | 0.00% | 326 | -1,809 | -84.7% | -$10.30万 | 减仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $1.88万 | 0.00% | 1,612 | 1,274 | 376.9% | $1.48万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $1.90万 | 0.00% | 663 | 663 | — | $1.90万 | 新建仓 |
| — | TOPBUILD COR | $1.91万 | 0.00% | 54 | 54 | — | $1.91万 | 新建仓 |
| XEL | XCEL ENERGY INC | $2.00万 | 0.00% | 249 | 249 | — | $2.00万 | 新建仓 |
| DEO | DIAGEO PLC | $2.05万 | 0.00% | 255 | 79 | 44.9% | $6,350 | 加仓 |
| — | WESTERN COPPER & GOLD CORP | $2.08万 | 0.00% | 9,274 | 8,579 | 1,234.4% | $1.92万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $2.08万 | 0.00% | 3,570 | 3,570 | — | $2.08万 | 新建仓 |
| — | SHIFT4 PMTS INC | $2.12万 | 0.00% | 341 | -70 | -17.0% | -$4,347 | 减仓 |
| TTD | THE TRADE DESK INC | $2.12万 | 0.00% | 1,173 | 0 | 0.0% | — | 不变 |
| AGM | FEDERAL AGRIC MTG CORP | $2.13万 | 0.00% | 107 | 32 | 42.7% | $6,377 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $2.13万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| CIB | GRUPO CIBEST SA | $2.22万 | 0.00% | 279 | 279 | — | $2.22万 | 新建仓 |
| BRO | BROWN & BROWN INC | $2.28万 | 0.00% | 355 | 355 | — | $2.28万 | 新建仓 |
| TIMB | TIM S A | $2.28万 | 0.00% | 1,064 | 1,064 | — | $2.28万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $2.30万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $2.36万 | 0.00% | 154 | 81 | 111.0% | $1.24万 | 加仓 |
| BXP | BXP INC | $2.37万 | 0.00% | 357 | 317 | 792.5% | $2.10万 | 加仓 |
| DB | DEUTSCHE BK AG | $2.38万 | 0.00% | 705 | -516 | -42.3% | -$1.74万 | 减仓 |
| MDT | MEDTRONIC PLC | $2.40万 | 0.00% | 307 | 307 | — | $2.40万 | 新建仓 |
| TLK | TELEKOMUNIKASI IND | $2.42万 | 0.00% | 1,801 | 1,103 | 158.0% | $1.48万 | 加仓 |
| USB | US BANCORP | $2.43万 | 0.00% | 402 | 402 | — | $2.43万 | 新建仓 |
| UBS | UBS GROUP AG | $2.48万 | 0.00% | 501 | 501 | — | $2.48万 | 新建仓 |
| DIS | DISNEY WALT CO | $2.48万 | 0.00% | 258 | 258 | — | $2.48万 | 新建仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $2.51万 | 0.00% | 82 | 34 | 70.8% | $1.04万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2.53万 | 0.00% | 252 | -133 | -34.5% | -$1.33万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $2.53万 | 0.00% | 63 | 63 | — | $2.53万 | 新建仓 |
| LIN | LINDE PLC | $2.54万 | 0.00% | 49 | 49 | — | $2.54万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $2.62万 | 0.00% | 310 | 105 | 51.2% | $8,881 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $2.63万 | 0.00% | 287 | 287 | — | $2.63万 | 新建仓 |
| CTRI | CENTURI HOLDINGS INC | $2.63万 | 0.00% | 871 | 871 | — | $2.63万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $2.68万 | 0.00% | 180 | 180 | — | $2.68万 | 新建仓 |
| MUX | MCEWEN INC. | $2.68万 | 0.00% | 1,480 | 1,331 | 893.3% | $2.41万 | 加仓 |
| VST | VISTRA CORP | $2.70万 | 0.00% | 170 | 170 | — | $2.70万 | 新建仓 |
| URI | UNITED RENTALS INC | $2.72万 | 0.00% | 24 | 24 | — | $2.72万 | 新建仓 |
| HAWK | HAWKEYE 360 INC | $2.73万 | 0.00% | 1,348 | 1,348 | — | $2.73万 | 新建仓 |
| HDB | HDFC BANK LTD | $2.76万 | 0.00% | 1,068 | 1,043 | 4,172.0% | $2.69万 | 加仓 |
| FLOT | ISHARES TR | $2.76万 | 0.00% | 541 | 0 | 0.0% | — | 重新持有 |
| NTES | NETEASE COM INC | $2.77万 | 0.00% | 216 | -356 | -62.2% | -$4.56万 | 减仓 |
| SPIR | SPIRE GLOBAL INC | $2.80万 | 0.00% | 1,505 | 1,505 | — | $2.80万 | 新建仓 |
| SKE | SKEENA RES LTD NEW | $2.83万 | 0.00% | 1,062 | 778 | 273.9% | $2.07万 | 加仓 |
| MOD | MODINE MFG CO | $2.86万 | 0.00% | 107 | 107 | — | $2.86万 | 新建仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $2.94万 | 0.00% | 1,054 | 915 | 658.3% | $2.55万 | 加仓 |
| DG | DOLLAR GEN CORP | $2.96万 | 0.00% | 257 | 257 | — | $2.96万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $2.98万 | 0.00% | 153 | 123 | 410.0% | $2.39万 | 加仓 |
| STM | STMICROELECTRONICS N V | $2.98万 | 0.00% | 398 | 398 | — | $2.98万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $2.99万 | 0.00% | 20,797 | 19,822 | 2,033.0% | $2.85万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $3.00万 | 0.00% | 441 | 441 | — | $3.00万 | 新建仓 |
| MPLX | MPLX LP | $3.01万 | 0.00% | 534 | 117 | 28.1% | $6,591 | 加仓 |
| EMBJ | EMBRAER S.A. | $3.04万 | 0.00% | 476 | 475 | 47,500.0% | $3.03万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $3.05万 | 0.00% | 62 | 62 | — | $3.05万 | 新建仓 |
| EMLC | VANECK ETF TRUST | $3.07万 | 0.00% | 1,202 | 0 | 0.0% | — | 重新持有 |
| — | SIDUS SPACE INC | $3.12万 | 0.00% | 11,093 | 10,473 | 1,689.2% | $2.94万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $3.17万 | 0.00% | 594 | 594 | — | $3.17万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $3.24万 | 0.00% | 83 | 83 | — | $3.24万 | 新建仓 |
| HMC | HONDA MOTOR CO LTD | $3.25万 | 0.00% | 1,200 | 1,200 | — | $3.25万 | 新建仓 |
| ETN | EATON CORP PLC | $3.28万 | 0.00% | 77 | -520 | -87.1% | -$22.16万 | 减仓 |
| NI | NISOURCE INC | $3.33万 | 0.00% | 701 | 701 | — | $3.33万 | 新建仓 |
| CAAP | CORPORACION AMER ARPTS S A | $3.33万 | 0.00% | 1,324 | 218 | 19.7% | $5,489 | 加仓 |
| TMQ | TRILOGY METALS INC NEW | $3.37万 | 0.00% | 9,604 | 8,464 | 742.5% | $2.97万 | 加仓 |
| SOXX | ISHARES TR | $3.40万 | 0.00% | 53 | 53 | — | $3.40万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $3.41万 | 0.00% | 240 | 240 | — | $3.41万 | 新建仓 |