Greenland Capital Management LP
NEW YORK NY · SEC CIK 0001896430
$8.12亿2026Q2 申报市值
296持仓数
30.2%前十大占比 · 第一大 4.8%
96 / 99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
XHB 新建仓+$1,733.40万
ITB 新建仓+$1,044.80万
ARI 新建仓+$923.82万
SRE 新建仓+$724.53万
STRATEGY INC 加仓+$716.42万
2026Q2 卖出最多 按季末市值估算
STRATEGY INC 清仓-$1,735.97万
STX 重新持有-$1,684.41万
AEE 清仓-$1,329.80万
LSCC 重新持有-$1,248.58万
CMS 清仓-$1,063.31万
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 |
|---|---|---|---|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC | $58.89万 | 0.07% | 1,365 | 1,365 | — | $58.89万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $59.77万 | 0.07% | 1,785 | 108 | 6.4% | $3.62万 | 重新持有 |
| SANM | SANMINA CORP | $60.06万 | 0.07% | 2,373 | 2,373 | — | $60.06万 | 新建仓 |
| P | EVERPURE INC | $60.38万 | 0.07% | 7,664 | 7,664 | — | $60.38万 | 新建仓 |
| BILL | BILL HOLDINGS INC | $60.80万 | 0.07% | 16,814 | 16,814 | — | $60.80万 | 新建仓 |
| CVNA | CARVANA CO | $62.59万 | 0.08% | 9,509 | 8,767 | 1,181.5% | $57.70万 | 重新持有 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $63.03万 | 0.08% | 4,121 | -81,628 | -95.2% | -$1,248.58万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $64.41万 | 0.08% | 558 | -3,815 | -87.2% | -$440.36万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $64.83万 | 0.08% | 469 | -1,166 | -71.3% | -$161.18万 | 减仓 |
| KLAC | KLA CORP | $65.02万 | 0.08% | 2,155 | 2,155 | — | $65.02万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $65.33万 | 0.08% | 8,723 | -41,249 | -82.5% | -$308.91万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $65.35万 | 0.08% | 1,508 | -5,843 | -79.5% | -$253.19万 | 减仓 |
| NOK | NOKIA CORP | $66.48万 | 0.08% | 50,062 | 50,062 | — | $66.48万 | 新建仓 |
| SMH | VANECK ETF TRUST | $67.82万 | 0.08% | 1,034 | 1,034 | — | $67.82万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $68.25万 | 0.08% | 944 | -4,369 | -82.2% | -$315.88万 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $68.25万 | 0.08% | 8,282 | 8,282 | — | $68.25万 | 新建仓 |
| BHVN | BIOHAVEN LTD | $68.45万 | 0.08% | 46,000 | 4,800 | 11.7% | $7.14万 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $68.93万 | 0.08% | 29,000 | 3,000 | 11.5% | $7.13万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $69.00万 | 0.09% | 1,814 | 1,814 | — | $69.00万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $69.40万 | 0.09% | 4,085 | 4,085 | — | $69.40万 | 新建仓 |
| XIFR | XPLR INFRASTRUCTURE LP 看涨期权 | $70.86万 | 0.09% | 60,000 | -100,000 | -62.5% | -$118.10万 | 减仓 |
| FLEX | FLEX LTD | $73.32万 | 0.09% | 4,524 | 4,524 | — | $73.32万 | 新建仓 |
| CPNG | COUPANG INC | $73.82万 | 0.09% | 42,500 | -3,550 | -7.7% | -$6.17万 | 减仓 |
| RYN | RAYONIER INC 看涨期权 | $74.69万 | 0.09% | 35,100 | 35,100 | — | $74.69万 | 新建仓 |
| KGS | KODIAK GAS SVCS INC | $75.13万 | 0.09% | 10,000 | 10,000 | — | $75.13万 | 新建仓 |
| RKT | ROCKET COS INC | $75.60万 | 0.09% | 48,000 | 22,000 | 84.6% | $34.65万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $75.69万 | 0.09% | 6,800 | 2,350 | 52.8% | $26.16万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $76.05万 | 0.09% | 2,706 | -3,000 | -52.6% | -$84.31万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $78.30万 | 0.10% | 3,060 | -2,915 | -48.8% | -$74.59万 | 减仓 |
| AVGO | BROADCOM INC | $79.97万 | 0.10% | 2,117 | -4,001 | -65.4% | -$151.14万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $80.94万 | 0.10% | 30,000 | -27,500 | -47.8% | -$74.19万 | 减仓 |
| ASML | ASML HLDG NV | $81.57万 | 0.10% | 410 | 410 | — | $81.57万 | 新建仓 |
| PPH | VANECK ETF TRUST 看涨期权 | $82.01万 | 0.10% | 7,500 | 7,500 | — | $82.01万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $82.62万 | 0.10% | 17,306 | 17,306 | — | $82.62万 | 新建仓 |
| MSFT | MICROSOFT CORP | $83.00万 | 0.10% | 2,225 | -300 | -11.9% | -$11.19万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $83.01万 | 0.10% | 16,000 | 5,200 | 48.1% | $26.98万 | 加仓 |
| ABVX | ABIVAX SA 看涨期权 | $83.16万 | 0.10% | 7,200 | 7,200 | — | $83.16万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $83.73万 | 0.10% | 2,809 | 2,809 | — | $83.73万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $83.80万 | 0.10% | 6,084 | 6,084 | — | $83.80万 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $84.08万 | 0.10% | 4,708 | -196 | -4.0% | -$3.50万 | 减仓 |
| GTLB | GITLAB INC | $85.20万 | 0.10% | 27,908 | 27,908 | — | $85.20万 | 新建仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $85.88万 | 0.11% | 75,000 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $87.20万 | 0.11% | 39,000 | 9,000 | 30.0% | $20.12万 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $88.50万 | 0.11% | 75,000 | 25,000 | 50.0% | $29.50万 | 加仓 |
| NU | NU HLDGS LTD | $89.51万 | 0.11% | 67,000 | -3,000 | -4.3% | -$4.01万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $89.70万 | 0.11% | 20,000 | 0 | 0.0% | — | 不变 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $91.85万 | 0.11% | 50,000 | -5,000 | -9.1% | -$9.19万 | 减仓 |
| GLD | SPDR GOLD TR 看涨期权 | $92.09万 | 0.11% | 2,500 | 1,500 | 150.0% | $55.26万 | 加仓 |
| JBL | JABIL INC | $92.32万 | 0.11% | 2,395 | -1,060 | -30.7% | -$40.86万 | 减仓 |
| — | LEGGETT & PLATT INC | $92.45万 | 0.11% | 78,951 | 78,951 | — | $92.45万 | 新建仓 |
| NTAP | NETAPP INC | $94.65万 | 0.12% | 6,116 | 6,116 | — | $94.65万 | 新建仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $96.10万 | 0.12% | 72,257 | 72,257 | — | $96.10万 | 新建仓 |
| VST | VISTRA CORP | $96.13万 | 0.12% | 6,060 | -3,724 | -38.1% | -$59.07万 | 重新持有 |
| AGNC | AGNC INVT CORP | $98.10万 | 0.12% | 90,000 | 2,900 | 3.3% | $3.16万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $98.52万 | 0.12% | 2,625 | -5,780 | -68.8% | -$216.93万 | 减仓 |
| PCG | PG&E CORP | $99.42万 | 0.12% | 59,110 | 49,110 | 491.1% | $82.60万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $99.54万 | 0.12% | 89,272 | 89,272 | — | $99.54万 | 新建仓 |
| CRML | CRITICAL METALS CORP 看跌期权 | $102.50万 | 0.13% | 100,000 | 100,000 | — | $102.50万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $103.04万 | 0.13% | 9,000 | 1,000 | 12.5% | $11.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $103.32万 | 0.13% | 1,403 | 995 | 243.9% | $73.27万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $103.35万 | 0.13% | 50,000 | -30,000 | -37.5% | -$62.01万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $105.93万 | 0.13% | 7,250 | -150 | -2.0% | -$2.19万 | 减仓 |
| TAC | TRANSALTA CORP | $107.86万 | 0.13% | 77,990 | 77,990 | — | $107.86万 | 新建仓 |
| ABNB | AIRBNB INC | $109.30万 | 0.13% | 7,638 | -16,604 | -68.5% | -$237.60万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $111.06万 | 0.14% | 7,000 | 7,000 | — | $111.06万 | 新建仓 |
| PINS | PINTEREST INC | $111.13万 | 0.14% | 52,842 | 52,842 | — | $111.13万 | 新建仓 |
| AVT | AVNET INC | $112.03万 | 0.14% | 12,613 | -9,525 | -43.0% | -$84.60万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $114.44万 | 0.14% | 20,000 | 1,900 | 10.5% | $10.87万 | 加仓 |
| HRI | HERC HLDGS INC | $114.67万 | 0.14% | 8,000 | 8,000 | — | $114.67万 | 新建仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $116.29万 | 0.14% | 11,008 | 11,008 | — | $116.29万 | 新建仓 |
| CRH | CRH PLC | $117.82万 | 0.15% | 11,011 | 11,011 | — | $117.82万 | 新建仓 |
| CSCO | CISCO SYS INC | $118.78万 | 0.15% | 10,112 | -6,347 | -38.6% | -$74.55万 | 减仓 |
| DTE | DTE ENERGY CO | $120.98万 | 0.15% | 7,940 | 7,940 | — | $120.98万 | 新建仓 |
| AON | AON PLC | $121.07万 | 0.15% | 3,650 | -675 | -15.6% | -$22.39万 | 减仓 |
| BN | BROOKFIELD CORP | $124.15万 | 0.15% | 29,150 | -3,850 | -11.7% | -$16.40万 | 减仓 |
| AAPL | APPLE INC | $124.80万 | 0.15% | 4,313 | -1,279 | -22.9% | -$37.01万 | 减仓 |
| FDUS | FIDUS INVT CORP | $127.77万 | 0.16% | 67,000 | 9,000 | 15.5% | $17.16万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $129.63万 | 0.16% | 5,931 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $130.40万 | 0.16% | 6,500 | 200 | 3.2% | $4.01万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $130.66万 | 0.16% | 1,354 | -17,455 | -92.8% | -$1,684.41万 | 重新持有 |
| REM | ISHARES TR 看跌期权 | $132.30万 | 0.16% | 60,000 | 60,000 | — | $132.30万 | 新建仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN 看涨期权 | $133.00万 | 0.16% | 100,000 | 100,000 | — | $133.00万 | 新建仓 |
| RIOT | RIOT PLATFORMS INC 看跌期权 | $136.90万 | 0.17% | 50,000 | 50,000 | — | $136.90万 | 新建仓 |
| ROKU | ROKU INC | $138.14万 | 0.17% | 10,000 | -5,332 | -34.8% | -$73.66万 | 减仓 |
| MARA | MARA HOLDINGS INC 看跌期权 | $138.90万 | 0.17% | 100,000 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC | $145.29万 | 0.18% | 10,000 | 10,000 | — | $145.29万 | 新建仓 |
| — | KYIVSTAR GROUP LTD | $145.97万 | 0.18% | 227,729 | 5,258 | 2.4% | $3.37万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION 看涨期权 | $147.50万 | 0.18% | 18,500 | -45,500 | -71.1% | -$362.77万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $148.14万 | 0.18% | 6,242 | 6,242 | — | $148.14万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $154.23万 | 0.19% | 6,887 | 6,887 | — | $154.23万 | 新建仓 |
| CUBE | CUBESMART | $159.08万 | 0.20% | 40,000 | -40,000 | -50.0% | -$159.08万 | 减仓 |
| KRE | SPDR SERIES TRUST | $160.31万 | 0.20% | 21,418 | -2,870 | -11.8% | -$21.48万 | 重新持有 |
| VICI | VICI PPTYS INC 看涨期权 | $160.36万 | 0.20% | 60,400 | 60,400 | — | $160.36万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $161.96万 | 0.20% | 3,900 | 3,900 | — | $161.96万 | 新建仓 |
| BULL | WEBULL CORP | $163.00万 | 0.20% | 250,000 | -150,000 | -37.5% | -$97.80万 | 减仓 |
| AMT | AMERICAN TOWER CORP 看涨期权 | $163.57万 | 0.20% | 10,000 | 10,000 | — | $163.57万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $164.65万 | 0.20% | 970 | -1,060 | -52.2% | -$179.92万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR 看跌期权 | $166.14万 | 0.20% | 20,000 | 20,000 | — | $166.14万 | 新建仓 |
| — | VALKYRIE ETF TRUST II 看跌期权 | $166.50万 | 0.21% | 26,400 | 26,400 | — | $166.50万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $180.16万 | 0.22% | 4,536 | -6,194 | -57.7% | -$246.01万 | 减仓 |