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 |
|---|---|---|---|---|---|---|---|---|
| INFY | INFOSYS LTD | $20.32万 | 0.01% | 19,367 | 17,228 | 805.4% | $18.07万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $19.17万 | 0.01% | 1,620 | 942 | 138.9% | $11.14万 | 重新持有 |
| AXON | AXON ENTERPRISE INC | $19.12万 | 0.01% | 341 | 188 | 122.9% | $10.54万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $18.58万 | 0.01% | 1,215 | 709 | 140.1% | $10.84万 | 加仓 |
| IBMQ | ISHARES TR | $18.49万 | 0.01% | 7,228 | 7,228 | — | $18.49万 | 新建仓 |
| VSAT | VIASAT INC | $17.83万 | 0.01% | 1,985 | 748 | 60.5% | $6.72万 | 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 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $17.47万 | 0.01% | 3,871 | 3,699 | 2,150.6% | $16.69万 | 加仓 |
| POWL | POWELL INDS INC | $17.27万 | 0.01% | 603 | 603 | — | $17.27万 | 新建仓 |
| DFGX | DIMENSIONAL ETF TRUST | $17.26万 | 0.01% | 3,221 | -69,866 | -95.6% | -$374.45万 | 减仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $16.63万 | 0.00% | 7,105 | 6,569 | 1,225.6% | $15.37万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $16.14万 | 0.00% | 978 | 967 | 8,790.9% | $15.96万 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP | $15.97万 | 0.00% | 19,285 | 16,176 | 520.3% | $13.39万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $15.72万 | 0.00% | 541 | 92 | 20.5% | $2.67万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $15.31万 | 0.00% | 4,806 | -225,274 | -97.9% | -$717.72万 | 减仓 |
| BRRR | COINSHARES BITCOIN ETF | $14.94万 | 0.00% | 9,026 | -32,142 | -78.1% | -$53.19万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $14.51万 | 0.00% | 3,674 | 3,674 | — | $14.51万 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $14.41万 | 0.00% | 8,039 | 8,039 | — | $14.41万 | 新建仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $14.38万 | 0.00% | 4,910 | 4,138 | 536.0% | $12.12万 | 加仓 |
| CDE | COEUR MNG INC | $13.66万 | 0.00% | 8,373 | 5,097 | 155.6% | $8.32万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $13.31万 | 0.00% | 350 | 269 | 332.1% | $10.23万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $13.24万 | 0.00% | 2,593 | -91,107 | -97.2% | -$465.10万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $13.16万 | 0.00% | 5,425 | -16,891 | -75.7% | -$40.96万 | 重新持有 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $12.96万 | 0.00% | 4,323 | 1,052 | 32.2% | $3.15万 | 加仓 |
| VLO | VALERO ENERGY CORP | $12.87万 | 0.00% | 494 | 389 | 370.5% | $10.13万 | 加仓 |
| KVHI | KVH INDS INC | $12.78万 | 0.00% | 12,893 | 12,893 | — | $12.78万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $12.59万 | 0.00% | 1,121 | 12 | 1.1% | $1,348 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $12.40万 | 0.00% | 561 | 561 | — | $12.40万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $12.04万 | 0.00% | 5,105 | 5,105 | — | $12.04万 | 新建仓 |
| OR | OR ROYALTIES INC. | $11.85万 | 0.00% | 3,748 | 3,286 | 711.3% | $10.39万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $11.82万 | 0.00% | 3,427 | 0 | 0.0% | — | 不变 |
| EH | EHANG HLDGS LTD | $11.73万 | 0.00% | 17,909 | 17,909 | — | $11.73万 | 新建仓 |
| LTM | LATAM AIRLINES GROUP SA | $11.68万 | 0.00% | 2,004 | -9,272 | -82.2% | -$54.03万 | 减仓 |
| PSX | PHILLIPS 66 | $11.51万 | 0.00% | 681 | 552 | 427.9% | $9.33万 | 加仓 |
| SVM | SILVERCORP METALS INC | $11.48万 | 0.00% | 11,366 | 9,548 | 525.2% | $9.64万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $11.47万 | 0.00% | 186 | 90 | 93.8% | $5.55万 | 加仓 |
| PULS | PGIM ETF TR | $11.40万 | 0.00% | 2,300 | -1,006 | -30.4% | -$4.98万 | 减仓 |
| VZLA | VIZSLA SILVER CORP | $11.22万 | 0.00% | 34,013 | 31,495 | 1,250.8% | $10.39万 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP | $11.02万 | 0.00% | 5,307 | 4,687 | 756.0% | $9.73万 | 加仓 |
| — | DRAGANFLY INC. | $10.92万 | 0.00% | 20,151 | 20,151 | — | $10.92万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $10.70万 | 0.00% | 478 | 418 | 696.7% | $9.36万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $10.65万 | 0.00% | 1,439 | 1,439 | — | $10.65万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $10.49万 | 0.00% | 5,948 | -4,369 | -42.3% | -$7.70万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $10.46万 | 0.00% | 5,375 | -87,541 | -94.2% | -$170.36万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $10.06万 | 0.00% | 665 | 665 | — | $10.06万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $9.95万 | 0.00% | 391 | 125 | 47.0% | $3.18万 | 加仓 |
| IWM | ISHARES TR | $9.82万 | 0.00% | 327 | 297 | 990.0% | $8.92万 | 重新持有 |
| GNRC | GENERAC HLDGS INC | $9.75万 | 0.00% | 333 | 167 | 100.6% | $4.89万 | 加仓 |
| GILT | GILAT SATELLITE NETWORKS LTD | $9.73万 | 0.00% | 7,308 | 6,140 | 525.7% | $8.17万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $9.72万 | 0.00% | 1,180 | 1,180 | — | $9.72万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $9.72万 | 0.00% | 1,396 | 1,131 | 426.8% | $7.88万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $9.69万 | 0.00% | 1,942 | 1,942 | — | $9.69万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $9.69万 | 0.00% | 5,069 | 2,396 | 89.6% | $4.58万 | 加仓 |
| BE | BLOOM ENERGY CORP | $9.66万 | 0.00% | 319 | 227 | 246.7% | $6.87万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $9.62万 | 0.00% | 1,929 | -1,452 | -42.9% | -$7.24万 | 减仓 |
| RELX | RELX PLC | $9.55万 | 0.00% | 3,017 | -240 | -7.4% | -$7,601 | 减仓 |
| CRWV | COREWEAVE INC | $9.49万 | 0.00% | 953 | 749 | 367.2% | $7.46万 | 加仓 |
| FN | FABRINET | $9.44万 | 0.00% | 168 | 100 | 147.1% | $5.62万 | 加仓 |
| CLMT | CALUMET INC | $9.16万 | 0.00% | 2,542 | 2,476 | 3,751.5% | $8.92万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $9.14万 | 0.00% | 513 | 513 | — | $9.14万 | 新建仓 |
| UI | UBIQUITI INC | $9.03万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $9.01万 | 0.00% | 1,550 | 1,550 | — | $9.01万 | 新建仓 |
| BELFB | BEL FUSE INC | $8.83万 | 0.00% | 265 | 265 | — | $8.83万 | 新建仓 |
| REMX | VANECK ETF TRUST | $8.75万 | 0.00% | 989 | 989 | — | $8.75万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $8.57万 | 0.00% | 1,914 | -525 | -21.5% | -$2.35万 | 减仓 |
| SLB | SLB LIMITED | $8.57万 | 0.00% | 1,843 | 1,843 | — | $8.57万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $8.50万 | 0.00% | 932 | 612 | 191.2% | $5.58万 | 重新持有 |
| VNET | VNET GROUP INC | $8.46万 | 0.00% | 10,520 | -6,397 | -37.8% | -$5.14万 | 减仓 |
| TRMB | TRIMBLE INC | $8.28万 | 0.00% | 1,617 | 1,617 | — | $8.28万 | 新建仓 |
| QNT | QUANTINUUM INC | $8.16万 | 0.00% | 998 | 998 | — | $8.16万 | 新建仓 |
| VG | VENTURE GLOBAL INC | $8.07万 | 0.00% | 7,254 | 7,254 | — | $8.07万 | 新建仓 |
| HAL | HALLIBURTON CO | $8.04万 | 0.00% | 2,368 | 2,368 | — | $8.04万 | 新建仓 |
| — | PUTNAM ETF TRUST | $8.04万 | 0.00% | 10,085 | 10,085 | — | $8.04万 | 新建仓 |
| SMTC | SEMTECH CORP | $7.98万 | 0.00% | 493 | 481 | 4,008.3% | $7.78万 | 加仓 |
| — | ATKORE INC | $7.69万 | 0.00% | 1,011 | 1,011 | — | $7.69万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $7.69万 | 0.00% | 883 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $7.66万 | 0.00% | 106 | 106 | — | $7.66万 | 新建仓 |
| VALE | VALE S A | $7.63万 | 0.00% | 5,072 | 4,228 | 500.9% | $6.36万 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $7.40万 | 0.00% | 974 | 974 | — | $7.40万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $7.31万 | 0.00% | 189 | 189 | — | $7.31万 | 新建仓 |
| POWR | ISHARES INC | $7.27万 | 0.00% | 2,599 | -743 | -22.2% | -$2.08万 | 重新持有 |
| BIZD | VANECK ETF TRUST | $7.23万 | 0.00% | 5,710 | 5,710 | — | $7.23万 | 新建仓 |
| FNV | FRANCO NEV CORP | $7.17万 | 0.00% | 344 | 343 | 34,300.0% | $7.15万 | 加仓 |
| NOK | NOKIA CORP | $7.00万 | 0.00% | 5,272 | 5,272 | — | $7.00万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $6.89万 | 0.00% | 785 | 217 | 38.2% | $1.90万 | 重新持有 |
| UMAC | UNUSUAL MACHS INC | $6.81万 | 0.00% | 3,056 | 3,056 | — | $6.81万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $6.79万 | 0.00% | 1,417 | -1,707 | -54.6% | -$8.18万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $6.79万 | 0.00% | 2,823 | 2,823 | — | $6.79万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $6.79万 | 0.00% | 182 | 146 | 405.6% | $5.44万 | 加仓 |
| ENIC | ENEL CHILE SA | $6.74万 | 0.00% | 14,985 | -16,488 | -52.4% | -$7.42万 | 减仓 |
| NTNX | NUTANIX INC | $6.69万 | 0.00% | 1,312 | 1,228 | 1,461.9% | $6.26万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $6.63万 | 0.00% | 406 | 406 | — | $6.63万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $6.46万 | 0.00% | 6,064 | 2,293 | 60.8% | $2.44万 | 加仓 |
| BIO | BIO RAD LABS INC | $6.37万 | 0.00% | 217 | 217 | — | $6.37万 | 新建仓 |
| — | REX ETF TR | $6.33万 | 0.00% | 2,813 | -1,489 | -34.6% | -$3.35万 | 减仓 |
| SHEL | SHELL PLC | $6.17万 | 0.00% | 796 | -93 | -10.5% | -$7,211 | 减仓 |
| AX | AXOS FINANCIAL INC | $6.14万 | 0.00% | 630 | 290 | 85.3% | $2.82万 | 加仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $6.05万 | 0.00% | 12,813 | 11,768 | 1,126.1% | $5.55万 | 加仓 |
| WY | WEYERHAEUSER CO | $5.96万 | 0.00% | 2,488 | 2,488 | — | $5.96万 | 新建仓 |
| CVLT | COMMVAULT SYS INC | $5.94万 | 0.00% | 419 | 397 | 1,804.5% | $5.63万 | 加仓 |