Palo Duro Investment Partners, LP
CHICAGO IL · SEC CIK 0001977128
$5.18亿2026Q2 申报市值
32持仓数
91.2%前十大占比 · 第一大 18.5%
5 / 2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
ENPH 新建仓+$3,266.53万
AESI 新建仓+$2,429.62万
EXE 加仓+$2,220.79万
AR 加仓+$2,166.00万
DVN 加仓+$1,797.76万
2026Q2 卖出最多 按季末市值估算
GNRC 清仓-$2,444.16万
CHRD 减仓-$1,075.77万
SHLS 减仓-$986.26万
EQT 清仓-$559.01万
PR 减仓-$232.02万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AR | ANTERO RESOURCES CORP | $9,598.50万 | 18.52% | 2,731,503 | 616,391 | 29.1% | $2,166.00万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $6,073.44万 | 11.72% | 357,893 | 5,790 | 1.6% | $98.26万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $5,449.30万 | 10.51% | 2,959,965 | -126,027 | -4.1% | -$232.02万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $5,398.03万 | 10.42% | 988,289 | 109,956 | 12.5% | $600.58万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $5,191.25万 | 10.02% | 935,361 | -30,888 | -3.2% | -$171.43万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $4,007.58万 | 7.73% | 439,476 | 243,534 | 124.3% | $2,220.79万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $3,783.97万 | 7.30% | 331,056 | -94,118 | -22.1% | -$1,075.77万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $3,266.53万 | 6.30% | 663,389 | 663,389 | — | $3,266.53万 | 新建仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $2,429.62万 | 4.69% | 1,462,748 | 1,462,748 | — | $2,429.62万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $2,082.46万 | 4.02% | 503,984 | 435,083 | 631.5% | $1,797.76万 | 加仓 |
| CRC | CALIFORNIA RES CORP | $1,853.92万 | 3.58% | 350,657 | -34,507 | -9.0% | -$182.44万 | 减仓 |
| NXT | NEXTPOWER INC | $743.05万 | 1.43% | 62,368 | -766 | -1.2% | -$9.13万 | 减仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $640.99万 | 1.24% | 647,469 | -996,220 | -60.6% | -$986.26万 | 减仓 |
| TRGP | TARGA RES CORP | $470.99万 | 0.91% | 17,565 | 202 | 1.2% | $5.42万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $175.73万 | 0.34% | 9,997 | 9,997 | — | $175.73万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $122.40万 | 0.24% | 8,341 | 118 | 1.4% | $1.73万 | 加仓 |
| DINO | HF SINCLAIR CORP | $89.50万 | 0.17% | 12,850 | 206 | 1.6% | $1.43万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $63.15万 | 0.12% | 27,759 | -1,110 | -3.8% | -$2.53万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $43.78万 | 0.08% | 41,066 | 1,965 | 5.0% | $2.09万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $39.24万 | 0.08% | 16,170 | 186 | 1.2% | $4,514 | 加仓 |
| HESM | HESS MIDSTREAM LP | $38.76万 | 0.07% | 10,309 | 363 | 3.6% | $1.36万 | 加仓 |
| PBF | PBF ENERGY INC | $37.08万 | 0.07% | 8,145 | 1,120 | 15.9% | $5.10万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $34.06万 | 0.07% | 4,257 | 118 | 2.9% | $9,442 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $26.12万 | 0.05% | 1,556 | 141 | 10.0% | $2.37万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $25.34万 | 0.05% | 3,309 | -98 | -2.9% | -$7,506 | 减仓 |
| DK | DELEK US HLDGS INC NEW | $24.86万 | 0.05% | 4,892 | 45 | 0.9% | $2,286 | 加仓 |
| BTU | PEABODY ENGR CORP | $23.68万 | 0.05% | 10,242 | 415 | 4.2% | $9,595 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $22.72万 | 0.04% | 4,051 | -29 | -0.7% | -$1,626 | 减仓 |
| SUNC | SUNOCOCORP LLC | $21.90万 | 0.04% | 3,237 | -88 | -2.6% | -$5,955 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $21.30万 | 0.04% | 4,406 | 4,406 | — | $21.30万 | 新建仓 |
| CLMT | CALUMET INC | $20.98万 | 0.04% | 5,825 | 224 | 4.0% | $8,068 | 加仓 |
| NEXT | NEXTDECADE CORP | $9.15万 | 0.02% | 12,140 | 12,140 | — | $9.15万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -125,130 | -100.0% | -$2,444.16万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -87,840 | -100.0% | -$559.01万 | 清仓 |