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 |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | $9.69万 | 0.00% | 5,069 | 2,396 | 89.6% | $4.58万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $9.69万 | 0.00% | 1,942 | 1,942 | — | $9.69万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $9.72万 | 0.00% | 1,396 | 1,131 | 426.8% | $7.88万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $9.72万 | 0.00% | 1,180 | 1,180 | — | $9.72万 | 新建仓 |
| GILT | GILAT SATELLITE NETWORKS LTD | $9.73万 | 0.00% | 7,308 | 6,140 | 525.7% | $8.17万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $9.75万 | 0.00% | 333 | 167 | 100.6% | $4.89万 | 加仓 |
| IWM | ISHARES TR | $9.82万 | 0.00% | 327 | 297 | 990.0% | $8.92万 | 重新持有 |
| SNOW | SNOWFLAKE INC | $9.95万 | 0.00% | 391 | 125 | 47.0% | $3.18万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $10.06万 | 0.00% | 665 | 665 | — | $10.06万 | 新建仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $10.46万 | 0.00% | 5,375 | -87,541 | -94.2% | -$170.36万 | 减仓 |
| NWG | NATWEST GROUP PLC | $10.49万 | 0.00% | 5,948 | -4,369 | -42.3% | -$7.70万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $10.65万 | 0.00% | 1,439 | 1,439 | — | $10.65万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $10.70万 | 0.00% | 478 | 418 | 696.7% | $9.36万 | 加仓 |
| — | DRAGANFLY INC. | $10.92万 | 0.00% | 20,151 | 20,151 | — | $10.92万 | 新建仓 |
| PPTA | PERPETUA RESOURCES CORP | $11.02万 | 0.00% | 5,307 | 4,687 | 756.0% | $9.73万 | 加仓 |
| VZLA | VIZSLA SILVER CORP | $11.22万 | 0.00% | 34,013 | 31,495 | 1,250.8% | $10.39万 | 加仓 |
| PULS | PGIM ETF TR | $11.40万 | 0.00% | 2,300 | -1,006 | -30.4% | -$4.98万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $11.47万 | 0.00% | 186 | 90 | 93.8% | $5.55万 | 加仓 |
| SVM | SILVERCORP METALS INC | $11.48万 | 0.00% | 11,366 | 9,548 | 525.2% | $9.64万 | 加仓 |
| PSX | PHILLIPS 66 | $11.51万 | 0.00% | 681 | 552 | 427.9% | $9.33万 | 加仓 |
| LTM | LATAM AIRLINES GROUP SA | $11.68万 | 0.00% | 2,004 | -9,272 | -82.2% | -$54.03万 | 减仓 |
| EH | EHANG HLDGS LTD | $11.73万 | 0.00% | 17,909 | 17,909 | — | $11.73万 | 新建仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $11.82万 | 0.00% | 3,427 | 0 | 0.0% | — | 不变 |
| OR | OR ROYALTIES INC. | $11.85万 | 0.00% | 3,748 | 3,286 | 711.3% | $10.39万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $12.04万 | 0.00% | 5,105 | 5,105 | — | $12.04万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $12.40万 | 0.00% | 561 | 561 | — | $12.40万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $12.59万 | 0.00% | 1,121 | 12 | 1.1% | $1,348 | 加仓 |
| KVHI | KVH INDS INC | $12.78万 | 0.00% | 12,893 | 12,893 | — | $12.78万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $12.87万 | 0.00% | 494 | 389 | 370.5% | $10.13万 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $12.96万 | 0.00% | 4,323 | 1,052 | 32.2% | $3.15万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $13.16万 | 0.00% | 5,425 | -16,891 | -75.7% | -$40.96万 | 重新持有 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $13.24万 | 0.00% | 2,593 | -91,107 | -97.2% | -$465.10万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $13.31万 | 0.00% | 350 | 269 | 332.1% | $10.23万 | 加仓 |
| CDE | COEUR MNG INC | $13.66万 | 0.00% | 8,373 | 5,097 | 155.6% | $8.32万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $14.38万 | 0.00% | 4,910 | 4,138 | 536.0% | $12.12万 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $14.41万 | 0.00% | 8,039 | 8,039 | — | $14.41万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $14.51万 | 0.00% | 3,674 | 3,674 | — | $14.51万 | 新建仓 |
| BRRR | COINSHARES BITCOIN ETF | $14.94万 | 0.00% | 9,026 | -32,142 | -78.1% | -$53.19万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $15.31万 | 0.00% | 4,806 | -225,274 | -97.9% | -$717.72万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $15.72万 | 0.00% | 541 | 92 | 20.5% | $2.67万 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP | $15.97万 | 0.00% | 19,285 | 16,176 | 520.3% | $13.39万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $16.14万 | 0.00% | 978 | 967 | 8,790.9% | $15.96万 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $16.63万 | 0.00% | 7,105 | 6,569 | 1,225.6% | $15.37万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $17.26万 | 0.01% | 3,221 | -69,866 | -95.6% | -$374.45万 | 减仓 |
| POWL | POWELL INDS INC | $17.27万 | 0.01% | 603 | 603 | — | $17.27万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $17.47万 | 0.01% | 3,871 | 3,699 | 2,150.6% | $16.69万 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $17.78万 | 0.01% | 6,086 | -147,552 | -96.0% | -$431.15万 | 减仓 |
| VSAT | VIASAT INC | $17.83万 | 0.01% | 1,985 | 748 | 60.5% | $6.72万 | 加仓 |
| IBMQ | ISHARES TR | $18.49万 | 0.01% | 7,228 | 7,228 | — | $18.49万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $18.58万 | 0.01% | 1,215 | 709 | 140.1% | $10.84万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $19.12万 | 0.01% | 341 | 188 | 122.9% | $10.54万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $19.17万 | 0.01% | 1,620 | 942 | 138.9% | $11.14万 | 重新持有 |
| INFY | INFOSYS LTD | $20.32万 | 0.01% | 19,367 | 17,228 | 805.4% | $18.07万 | 加仓 |
| SSRM | SSR MINING IN | $20.60万 | 0.01% | 7,284 | 3,709 | 103.7% | $10.49万 | 加仓 |
| GLW | CORNING INC | $20.89万 | 0.01% | 818 | 679 | 488.5% | $17.34万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $21.04万 | 0.01% | 2,746 | -11,653 | -80.9% | -$89.30万 | 重新持有 |
| WSO | WATSCO INC | $21.46万 | 0.01% | 515 | 435 | 543.8% | $18.13万 | 加仓 |
| CLOI | VANECK ETF TRUST | $21.62万 | 0.01% | 4,084 | 0 | 0.0% | — | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $21.67万 | 0.01% | 662 | -2,049 | -75.6% | -$67.07万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $21.97万 | 0.01% | 808 | 776 | 2,425.0% | $21.10万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $22.69万 | 0.01% | 4,136 | 3,700 | 848.6% | $20.29万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $23.64万 | 0.01% | 907 | 274 | 43.3% | $7.14万 | 加仓 |
| CCU | COMPANIA CERVECERIAS UNIDAS | $24.04万 | 0.01% | 21,466 | -25,345 | -54.1% | -$28.39万 | 减仓 |
| SA | SEABRIDGE GOLD INC | $24.24万 | 0.01% | 9,419 | 9,419 | — | $24.24万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $24.96万 | 0.01% | 576 | 319 | 124.1% | $13.82万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $25.10万 | 0.01% | 3,013 | 3,013 | — | $25.10万 | 新建仓 |
| — | FIDELITY MERRIMACK STR TR | $25.80万 | 0.01% | 5,119 | 5,119 | — | $25.80万 | 新建仓 |
| VNM | VANECK ETF TRUST | $27.42万 | 0.01% | 14,846 | -5,154 | -25.8% | -$9.52万 | 重新持有 |
| — | PUTNAM ETF TRUST | $28.06万 | 0.01% | 37,815 | 37,815 | — | $28.06万 | 新建仓 |
| — | QXO INC | $28.77万 | 0.01% | 5,835 | 5,416 | 1,292.6% | $26.70万 | 重新持有 |
| VICR | VICOR CORP | $28.98万 | 0.01% | 763 | 763 | — | $28.98万 | 新建仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $29.58万 | 0.01% | 6,100 | -1,005 | -14.1% | -$4.87万 | 重新持有 |
| BAB | INVESCO EXCH TRADED FD TR II | $29.61万 | 0.01% | 11,033 | 11,033 | — | $29.61万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $31.36万 | 0.01% | 3,784 | 763 | 25.3% | $6.32万 | 加仓 |
| ECHO | ECHOSTAR CORP | $31.81万 | 0.01% | 3,134 | 3,108 | 11,953.8% | $31.55万 | 加仓 |
| NLR | VANECK ETF TRUST | $32.15万 | 0.01% | 2,772 | 2,772 | — | $32.15万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $32.37万 | 0.01% | 971 | 971 | — | $32.37万 | 新建仓 |
| TAFM | AB ACTIVE ETFS INC | $33.26万 | 0.01% | 12,950 | -75,111 | -85.3% | -$192.89万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.72万 | 0.01% | 706 | -808 | -53.4% | -$38.59万 | 减仓 |
| — | PUTNAM ETF TRUST | $34.30万 | 0.01% | 38,774 | 38,774 | — | $34.30万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $34.43万 | 0.01% | 3,875 | 3,633 | 1,501.2% | $32.28万 | 加仓 |
| — | VANECK ETF TRUST | $35.17万 | 0.01% | 6,963 | 0 | 0.0% | — | 重新持有 |
| — | PUTNAM ETF TRUST | $35.81万 | 0.01% | 40,881 | 40,881 | — | $35.81万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $35.85万 | 0.01% | 15,767 | 15,767 | — | $35.85万 | 新建仓 |
| HL | HECLA MINING COMPANY | $35.97万 | 0.01% | 23,313 | 20,316 | 677.9% | $31.35万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $36.53万 | 0.01% | 21,538 | 18,206 | 546.4% | $30.88万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $36.85万 | 0.01% | 7,314 | -8,468 | -53.7% | -$42.66万 | 重新持有 |
| E | ENI SPA | $37.73万 | 0.01% | 8,052 | 8,052 | — | $37.73万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $38.57万 | 0.01% | 3,465 | 3,378 | 3,882.8% | $37.60万 | 重新持有 |
| JSI | JANUS DETROIT STR TR | $39.25万 | 0.01% | 7,664 | 7,664 | — | $39.25万 | 新建仓 |
| LMUB | ISHARES TR | $39.54万 | 0.01% | 7,719 | 7,719 | — | $39.54万 | 新建仓 |
| TLT | ISHARES TR | $39.69万 | 0.01% | 4,593 | -390,787 | -98.8% | -$3,377.18万 | 减仓 |
| — | NEXTERA ENERGY INC | $40.93万 | 0.01% | 8,175 | -2,071 | -20.2% | -$10.37万 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $41.85万 | 0.01% | 1,250 | 1,250 | — | $41.85万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $44.14万 | 0.01% | 691 | 196 | 39.6% | $12.52万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $44.56万 | 0.01% | 5,145 | -16,054 | -75.7% | -$139.04万 | 减仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $44.77万 | 0.01% | 8,898 | -47,417 | -84.2% | -$238.56万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $46.61万 | 0.01% | 483 | 433 | 866.0% | $41.78万 | 加仓 |
| EFA | ISHARES TR | $47.05万 | 0.01% | 4,529 | 4,529 | — | $47.05万 | 新建仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $49.05万 | 0.01% | 17,857 | -256,426 | -93.5% | -$704.40万 | 减仓 |