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 |
|---|---|---|---|---|---|---|---|---|
| WAT | WATERS CORP | $3.45万 | 0.00% | 92 | 92 | — | $3.45万 | 新建仓 |
| CSL | CARLISLE COS INC | $3.48万 | 0.00% | 96 | 96 | — | $3.48万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $3.48万 | 0.00% | 3,636 | 3,636 | — | $3.48万 | 新建仓 |
| IDA | IDACORP INC | $3.56万 | 0.00% | 235 | 235 | — | $3.56万 | 新建仓 |
| NE | NOBLE CORP PLC | $3.65万 | 0.00% | 978 | 978 | — | $3.65万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $3.66万 | 0.00% | 777 | 777 | — | $3.66万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $3.67万 | 0.00% | 463 | 463 | — | $3.67万 | 新建仓 |
| GMUB | GOLDMAN SACHS ETF TR | $3.70万 | 0.00% | 719 | 719 | — | $3.70万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $3.70万 | 0.00% | 497 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $3.73万 | 0.00% | 795 | -1,994 | -71.5% | -$9.36万 | 重新持有 |
| ETR | ENTERGY CORP NEW | $3.74万 | 0.00% | 326 | 326 | — | $3.74万 | 新建仓 |
| DDOG | DATADOG INC | $3.80万 | 0.00% | 146 | 94 | 180.8% | $2.45万 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $3.82万 | 0.00% | 1,606 | 429 | 36.4% | $1.02万 | 加仓 |
| GMED | GLOBUS MED INC | $3.90万 | 0.00% | 493 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $3.93万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $3.97万 | 0.00% | 1,495 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $4.01万 | 0.00% | 29 | 22 | 314.3% | $3.04万 | 加仓 |
| OGE | OGE ENERGY CORP | $4.06万 | 0.00% | 835 | 835 | — | $4.06万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $4.15万 | 0.00% | 208 | 172 | 477.8% | $3.43万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $4.16万 | 0.00% | 1,228 | 1,228 | — | $4.16万 | 新建仓 |
| PPG | PPG INDS INC | $4.21万 | 0.00% | 347 | 347 | — | $4.21万 | 新建仓 |
| — | BLACKROCK ETF TRUST II | $4.30万 | 0.00% | 863 | 0 | 0.0% | — | 重新持有 |
| EWP | ISHARES INC | $4.41万 | 0.00% | 743 | 743 | — | $4.41万 | 新建仓 |
| EWU | ISHARES TR | $4.42万 | 0.00% | 959 | 959 | — | $4.42万 | 新建仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $4.47万 | 0.00% | 395 | 77 | 24.2% | $8,708 | 加仓 |
| SATL | SATELLOGIC INC | $4.49万 | 0.00% | 7,841 | 7,238 | 1,200.3% | $4.14万 | 加仓 |
| WHR | WHIRLPOOL CORP | $4.49万 | 0.00% | 1,139 | 1,139 | — | $4.49万 | 新建仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $4.49万 | 0.00% | 1,909 | -53,838 | -96.6% | -$126.76万 | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC | $4.51万 | 0.00% | 330 | 330 | — | $4.51万 | 新建仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $4.55万 | 0.00% | 1,039 | 198 | 23.5% | $8,665 | 加仓 |
| PBF | PBF ENERGY INC | $4.69万 | 0.00% | 1,031 | 843 | 448.4% | $3.84万 | 加仓 |
| SAN | BANCO SANTANDER SA | $4.77万 | 0.00% | 3,454 | -7,316 | -67.9% | -$10.10万 | 减仓 |
| — | TIDAL TRUST II | $4.87万 | 0.00% | 829 | 829 | — | $4.87万 | 新建仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $4.89万 | 0.00% | 193 | 54 | 38.8% | $1.37万 | 加仓 |
| GDS | GDS HLDGS LTD | $4.97万 | 0.00% | 1,654 | -1,726 | -51.1% | -$5.18万 | 减仓 |
| HCC | WARRIOR MET COAL INC | $4.97万 | 0.00% | 612 | 612 | — | $4.97万 | 新建仓 |
| WDAY | WORKDAY INC | $4.98万 | 0.00% | 407 | 407 | — | $4.98万 | 新建仓 |
| CCJ | CAMECO CORP | $4.99万 | 0.00% | 490 | 490 | — | $4.99万 | 新建仓 |
| HLN | HALEON PLC | $5.04万 | 0.00% | 5,397 | 5,397 | — | $5.04万 | 新建仓 |
| BCE | BCE INC | $5.05万 | 0.00% | 2,349 | 2,349 | — | $5.05万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $5.14万 | 0.00% | 215 | 215 | — | $5.14万 | 新建仓 |
| DASH | DOORDASH INC | $5.15万 | 0.00% | 279 | -277 | -49.8% | -$5.11万 | 减仓 |
| PAAA | PGIM ETF TR | $5.16万 | 0.00% | 1,006 | 1,000 | 16,666.7% | $5.13万 | 重新持有 |
| EXTR | EXTREME NETWORKS INC | $5.22万 | 0.00% | 1,613 | 1,613 | — | $5.22万 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC | $5.38万 | 0.00% | 3,001 | 2,795 | 1,356.8% | $5.01万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $5.43万 | 0.00% | 1,139 | 1,139 | — | $5.43万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $5.55万 | 0.00% | 164 | 164 | — | $5.55万 | 新建仓 |
| GRMN | GARMIN LTD | $5.58万 | 0.00% | 235 | 227 | 2,837.5% | $5.39万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $5.59万 | 0.00% | 9,668 | 9,668 | — | $5.59万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $5.61万 | 0.00% | 2,063 | 1,834 | 800.9% | $4.99万 | 加仓 |
| SONY | SONY GROUP CORP | $5.85万 | 0.00% | 2,914 | 2,914 | — | $5.85万 | 新建仓 |
| BIDU | BAIDU INC | $5.85万 | 0.00% | 512 | 512 | — | $5.85万 | 新建仓 |
| ASM | AVINO SILVER & GOLD MINES LT | $5.93万 | 0.00% | 9,359 | 8,427 | 904.2% | $5.34万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $5.94万 | 0.00% | 419 | 397 | 1,804.5% | $5.63万 | 加仓 |
| WY | WEYERHAEUSER CO | $5.96万 | 0.00% | 2,488 | 2,488 | — | $5.96万 | 新建仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $6.05万 | 0.00% | 12,813 | 11,768 | 1,126.1% | $5.55万 | 加仓 |
| AX | AXOS FINANCIAL INC | $6.14万 | 0.00% | 630 | 290 | 85.3% | $2.82万 | 加仓 |
| SHEL | SHELL PLC | $6.17万 | 0.00% | 796 | -93 | -10.5% | -$7,211 | 减仓 |
| — | REX ETF TR | $6.33万 | 0.00% | 2,813 | -1,489 | -34.6% | -$3.35万 | 减仓 |
| BIO | BIO RAD LABS INC | $6.37万 | 0.00% | 217 | 217 | — | $6.37万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $6.46万 | 0.00% | 6,064 | 2,293 | 60.8% | $2.44万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $6.63万 | 0.00% | 406 | 406 | — | $6.63万 | 新建仓 |
| NTNX | NUTANIX INC | $6.69万 | 0.00% | 1,312 | 1,228 | 1,461.9% | $6.26万 | 加仓 |
| ENIC | ENEL CHILE SA | $6.74万 | 0.00% | 14,985 | -16,488 | -52.4% | -$7.42万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $6.79万 | 0.00% | 182 | 146 | 405.6% | $5.44万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $6.79万 | 0.00% | 2,823 | 2,823 | — | $6.79万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $6.79万 | 0.00% | 1,417 | -1,707 | -54.6% | -$8.18万 | 减仓 |
| UMAC | UNUSUAL MACHS INC | $6.81万 | 0.00% | 3,056 | 3,056 | — | $6.81万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $6.89万 | 0.00% | 785 | 217 | 38.2% | $1.90万 | 重新持有 |
| NOK | NOKIA CORP | $7.00万 | 0.00% | 5,272 | 5,272 | — | $7.00万 | 新建仓 |
| FNV | FRANCO NEV CORP | $7.17万 | 0.00% | 344 | 343 | 34,300.0% | $7.15万 | 加仓 |
| BIZD | VANECK ETF TRUST | $7.23万 | 0.00% | 5,710 | 5,710 | — | $7.23万 | 新建仓 |
| POWR | ISHARES INC | $7.27万 | 0.00% | 2,599 | -743 | -22.2% | -$2.08万 | 重新持有 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $7.31万 | 0.00% | 189 | 189 | — | $7.31万 | 新建仓 |
| PENG | PENGUIN SOLUTIONS INC | $7.40万 | 0.00% | 974 | 974 | — | $7.40万 | 新建仓 |
| VALE | VALE S A | $7.63万 | 0.00% | 5,072 | 4,228 | 500.9% | $6.36万 | 加仓 |
| AMAT | APPLIED MATLS INC | $7.66万 | 0.00% | 106 | 106 | — | $7.66万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $7.69万 | 0.00% | 883 | 0 | 0.0% | — | 不变 |
| — | ATKORE INC | $7.69万 | 0.00% | 1,011 | 1,011 | — | $7.69万 | 新建仓 |
| SMTC | SEMTECH CORP | $7.98万 | 0.00% | 493 | 481 | 4,008.3% | $7.78万 | 加仓 |
| — | PUTNAM ETF TRUST | $8.04万 | 0.00% | 10,085 | 10,085 | — | $8.04万 | 新建仓 |
| HAL | HALLIBURTON CO | $8.04万 | 0.00% | 2,368 | 2,368 | — | $8.04万 | 新建仓 |
| VG | VENTURE GLOBAL INC | $8.07万 | 0.00% | 7,254 | 7,254 | — | $8.07万 | 新建仓 |
| QNT | QUANTINUUM INC | $8.16万 | 0.00% | 998 | 998 | — | $8.16万 | 新建仓 |
| TRMB | TRIMBLE INC | $8.28万 | 0.00% | 1,617 | 1,617 | — | $8.28万 | 新建仓 |
| VNET | VNET GROUP INC | $8.46万 | 0.00% | 10,520 | -6,397 | -37.8% | -$5.14万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $8.50万 | 0.00% | 932 | 612 | 191.2% | $5.58万 | 重新持有 |
| SLB | SLB LIMITED | $8.57万 | 0.00% | 1,843 | 1,843 | — | $8.57万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $8.57万 | 0.00% | 1,914 | -525 | -21.5% | -$2.35万 | 减仓 |
| REMX | VANECK ETF TRUST | $8.75万 | 0.00% | 989 | 989 | — | $8.75万 | 新建仓 |
| BELFB | BEL FUSE INC | $8.83万 | 0.00% | 265 | 265 | — | $8.83万 | 新建仓 |
| PICK | ISHARES INC | $9.01万 | 0.00% | 1,550 | 1,550 | — | $9.01万 | 新建仓 |
| UI | UBIQUITI INC | $9.03万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $9.14万 | 0.00% | 513 | 513 | — | $9.14万 | 新建仓 |
| CLMT | CALUMET INC | $9.16万 | 0.00% | 2,542 | 2,476 | 3,751.5% | $8.92万 | 加仓 |
| FN | FABRINET | $9.44万 | 0.00% | 168 | 100 | 147.1% | $5.62万 | 加仓 |
| CRWV | COREWEAVE INC | $9.49万 | 0.00% | 953 | 749 | 367.2% | $7.46万 | 加仓 |
| RELX | RELX PLC | $9.55万 | 0.00% | 3,017 | -240 | -7.4% | -$7,601 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $9.62万 | 0.00% | 1,929 | -1,452 | -42.9% | -$7.24万 | 减仓 |
| BE | BLOOM ENERGY CORP | $9.66万 | 0.00% | 319 | 227 | 246.7% | $6.87万 | 加仓 |