Pingora Partners LLC
WILSON WY · SEC CIK 0002011176
$1.71亿2026Q2 申报市值
182持仓数
56.5%前十大占比 · 第一大 30.2%
5 / 9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
DVN 加仓+$392.18万
KHC 加仓+$105.70万
INDA 加仓+$44.40万
NWL 加仓+$41.52万
CNDT 加仓+$35.93万
2026Q2 卖出最多 按季末市值估算
COTERRA ENERGY I 清仓-$486.92万
CBRL 减仓-$78.08万
C 减仓-$53.18万
BKD 减仓-$19.15万
TSLA 清仓-$12.83万
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 |
|---|---|---|---|---|---|---|---|---|
| FTAI | FTAI AVIATION LTD | $5,169.56万 | 30.18% | 191,090 | 315 | 0.2% | $8.52万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $1,107.82万 | 6.47% | 1,128,128 | 11,479 | 1.0% | $11.27万 | 加仓 |
| FIP | FTAI INFRASTRUCTURE INC | $971.64万 | 5.67% | 2,094,053 | 41,400 | 2.0% | $19.21万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $457.43万 | 2.67% | 110,705 | 94,914 | 601.1% | $392.18万 | 加仓 |
| DINO | HF SINCLAIR CORP | $389.20万 | 2.27% | 55,880 | -1,600 | -2.8% | -$11.14万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $343.98万 | 2.01% | 35,839 | 150 | 0.4% | $1.44万 | 加仓 |
| BA | BOEING CO | $321.50万 | 1.88% | 14,852 | -25 | -0.2% | -$5,412 | 减仓 |
| KHC | KRAFT HEINZ CO | $317.68万 | 1.85% | 134,498 | 44,750 | 49.9% | $105.70万 | 加仓 |
| ET | ENERGY TRANSFER L P | $309.92万 | 1.81% | 162,094 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP | $292.74万 | 1.71% | 201,476 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $269.57万 | 1.57% | 130,225 | -70 | -0.1% | -$1,449 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $255.27万 | 1.49% | 40,590 | -200 | -0.5% | -$1.26万 | 减仓 |
| AAPL | APPLE INC | $254.46万 | 1.49% | 8,794 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $226.94万 | 1.33% | 8,070 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $218.82万 | 1.28% | 16,005 | 0 | 0.0% | — | 不变 |
| TDAY | USA TODAY CO INC | $216.03万 | 1.26% | 252,663 | -1,000 | -0.4% | -$8,550 | 减仓 |
| PFE | PFIZER INC | $215.54万 | 1.26% | 89,510 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $215.48万 | 1.26% | 18,345 | -500 | -2.7% | -$5.87万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $211.93万 | 1.24% | 1,836 | -45 | -2.4% | -$5.19万 | 减仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $205.42万 | 1.20% | 58,375 | -3,370 | -5.5% | -$11.86万 | 减仓 |
| META | META PLATFORMS INC | $205.32万 | 1.20% | 3,645 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $195.07万 | 1.14% | 33,855 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $191.91万 | 1.12% | 1,600 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $186.79万 | 1.09% | 7,837 | 0 | 0.0% | — | 不变 |
| — | PERMIANVILLE RTY TR | $184.02万 | 1.07% | 1,088,873 | 3,689 | 0.3% | $6,234 | 加仓 |
| MPLX | MPLX LP | $170.25万 | 0.99% | 30,223 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $170.24万 | 0.99% | 53,250 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $165.50万 | 0.97% | 12,879 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $134.21万 | 0.78% | 3,598 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $133.36万 | 0.78% | 11,282 | -775 | -6.4% | -$9.16万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $132.59万 | 0.77% | 9,070 | 420 | 4.9% | $6.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $126.45万 | 0.74% | 4,979 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $123.70万 | 0.72% | 134,747 | -6,900 | -4.9% | -$6.33万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $101.83万 | 0.59% | 1,753 | -32 | -1.8% | -$1.86万 | 减仓 |
| CVX | CHEVRON CORPORATION | $100.82万 | 0.59% | 6,082 | 260 | 4.5% | $4.31万 | 加仓 |
| DIS | DISNEY WALT CO | $94.67万 | 0.55% | 9,836 | -85 | -0.9% | -$8,181 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $93.64万 | 0.55% | 7,525 | 500 | 7.1% | $6.22万 | 加仓 |
| GOOGL | ALPHABET INC | $91.13万 | 0.53% | 2,550 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $90.07万 | 0.53% | 3,332 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $88.91万 | 0.52% | 25,550 | 740 | 3.0% | $2.58万 | 加仓 |
| INDA | ISHARES TR | $88.70万 | 0.52% | 17,960 | 8,990 | 100.2% | $44.40万 | 加仓 |
| OKTA | OKTA INC | $87.60万 | 0.51% | 6,420 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $85.15万 | 0.50% | 2,410 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $79.87万 | 0.47% | 750 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $78.86万 | 0.46% | 10,170 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $70.41万 | 0.41% | 9,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $68.88万 | 0.40% | 4,700 | 50 | 1.1% | $7,328 | 加仓 |
| NWL | NEWELL BRANDS INC | $60.21万 | 0.35% | 98,060 | 67,623 | 222.2% | $41.52万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $58.08万 | 0.34% | 36,100 | -11,900 | -24.8% | -$19.15万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $57.66万 | 0.34% | 3,932 | 310 | 8.6% | $4.55万 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC | $49.90万 | 0.29% | 65,400 | 19,200 | 41.6% | $14.65万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $49.52万 | 0.29% | 2,475 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $49.17万 | 0.29% | 4,000 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $46.90万 | 0.27% | 4,000 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN RTY TR | $43.35万 | 0.25% | 135,057 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $42.90万 | 0.25% | 1,705 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $42.49万 | 0.25% | 291,032 | 246,112 | 547.9% | $35.93万 | 加仓 |
| — | NEW FORTRESS ENERGY INC | $41.68万 | 0.24% | 1,147,868 | 52,500 | 4.8% | $1.91万 | 加仓 |
| BORR | BORR DRILLING LTD | $41.47万 | 0.24% | 100,400 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $41.05万 | 0.24% | 7,918 | 60 | 0.8% | $3,111 | 加仓 |
| HD | HOME DEPOT INC | $40.73万 | 0.24% | 1,155 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $35.83万 | 0.21% | 1,600 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $33.08万 | 0.19% | 1,200 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.38万 | 0.19% | 647 | 0 | 0.0% | — | 不变 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $32.27万 | 0.19% | 11,800 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $32.27万 | 0.19% | 2,383 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $28.62万 | 0.17% | 2,191 | -350 | -13.8% | -$4.57万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $27.44万 | 0.16% | 2,500 | 2,500 | — | $27.44万 | 新建仓 |
| IYH | ISHARES TR | $27.38万 | 0.16% | 4,086 | -800 | -16.4% | -$5.36万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $26.79万 | 0.16% | 12,033 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $26.63万 | 0.16% | 24,500 | 1,000 | 4.3% | $1.09万 | 加仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $23.26万 | 0.14% | 102,700 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $22.28万 | 0.13% | 700 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $21.94万 | 0.13% | 2,500 | 0 | 0.0% | — | 不变 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $21.85万 | 0.13% | 4,100 | -14,650 | -78.1% | -$78.08万 | 减仓 |
| UNP | UNION PAC CORP | $21.76万 | 0.13% | 800 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.10万 | 0.12% | 300 | 0 | 0.0% | — | 不变 |
| NOG | NORTHERN OIL & GAS INC | $19.24万 | 0.11% | 10,600 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $19.01万 | 0.11% | 264 | -15 | -5.4% | -$1.08万 | 减仓 |
| DOCU | DOCUSIGN INC | $18.21万 | 0.11% | 4,100 | -200 | -4.7% | -$8,884 | 减仓 |
| MMM | 3M CO | $17.81万 | 0.10% | 1,100 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $17.28万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| — | RAMACO RES INC | $17.25万 | 0.10% | 20,172 | 230 | 1.2% | $1,967 | 加仓 |
| KO | COCA COLA CO | $16.25万 | 0.09% | 2,000 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $15.86万 | 0.09% | 250 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $15.75万 | 0.09% | 1,100 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $15.66万 | 0.09% | 500 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $15.60万 | 0.09% | 1,030 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $14.97万 | 0.09% | 1,650 | 0 | 0.0% | — | 不变 |
| — | BIOCARDIA INC | $14.93万 | 0.09% | 120,382 | 84,643 | 236.8% | $10.50万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $14.46万 | 0.08% | 1,500 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $13.53万 | 0.08% | 3,133 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $12.27万 | 0.07% | 375 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $12.26万 | 0.07% | 500 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $12.09万 | 0.07% | 2,200 | -500 | -18.5% | -$2.75万 | 减仓 |
| ASML | ASML HLDG NV | $11.94万 | 0.07% | 60 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $11.38万 | 0.07% | 8,600 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $11.30万 | 0.07% | 230 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $10.78万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $10.71万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |