Pingora Partners LLC
WILSON WY · SEC CIK 0002011176
$1.69亿2026Q1 申报市值
186持仓数
57.9%前十大占比 · 第一大 27.7%
5 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
COIN 新建仓+$151.04万
KRP 加仓+$149.62万
FIP 加仓+$139.58万
ACN 加仓+$138.80万
KHC 加仓+$92.88万
2026Q1 卖出最多 按季末市值估算
FTAI 减仓-$2,826.59万
BKD 减仓-$128.16万
MU 减仓-$78.72万
CRGY 减仓-$58.28万
BORR 减仓-$31.39万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC | $7.47万 | 0.04% | 650 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $7.74万 | 0.05% | 250 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $7.92万 | 0.05% | 60 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $8.08万 | 0.05% | 15,599 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $8.27万 | 0.05% | 235 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $8.97万 | 0.05% | 2,700 | 600 | 28.6% | $1.99万 | 加仓 |
| — | LIVEONE INC | $9.00万 | 0.05% | 17,642 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $9.01万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $9.21万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $9.46万 | 0.06% | 2,500 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $9.59万 | 0.06% | 230 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $9.74万 | 0.06% | 1,430 | -570 | -28.5% | -$3.88万 | 减仓 |
| NET | CLOUDFLARE INC | $10.32万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $10.44万 | 0.06% | 30,437 | -4,700 | -13.4% | -$1.61万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $11.03万 | 0.07% | 375 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $12.83万 | 0.08% | 345 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $13.30万 | 0.08% | 8,600 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $13.30万 | 0.08% | 1,500 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $14.08万 | 0.08% | 250 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $14.17万 | 0.08% | 3,133 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $14.41万 | 0.09% | 1,100 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $14.42万 | 0.09% | 1,500 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $15.21万 | 0.09% | 2,000 | -115 | -5.4% | -$8,746 | 减仓 |
| PWR | QUANTA SVCS INC | $15.32万 | 0.09% | 279 | -6 | -2.1% | -$3,294 | 减仓 |
| MMM | 3M CO | $15.98万 | 0.09% | 1,100 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $16.45万 | 0.10% | 1,030 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $16.94万 | 0.10% | 1,650 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $17.34万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $17.81万 | 0.11% | 500 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $18.50万 | 0.11% | 300 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $18.96万 | 0.11% | 700 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $19.41万 | 0.12% | 800 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $20.03万 | 0.12% | 886 | 0 | 0.0% | — | 不变 |
| — | RAMACO RES INC | $20.34万 | 0.12% | 19,942 | 4,751 | 31.3% | $4.85万 | 加仓 |
| DOCU | DOCUSIGN INC | $20.39万 | 0.12% | 4,300 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $23.22万 | 0.14% | 2,500 | -500 | -16.7% | -$4.64万 | 减仓 |
| PATH | UIPATH INC | $26.09万 | 0.15% | 23,500 | 800 | 3.5% | $8,880 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $26.87万 | 0.16% | 12,033 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $30.12万 | 0.18% | 4,886 | -736 | -13.1% | -$4.54万 | 减仓 |
| TGT | TARGET CORP | $30.80万 | 0.18% | 2,541 | 0 | 0.0% | — | 不变 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $30.96万 | 0.18% | 11,800 | 10,800 | 1,080.0% | $28.34万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $30.98万 | 0.18% | 10,600 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.00万 | 0.18% | 647 | 170 | 35.6% | $8.15万 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC | $31.55万 | 0.19% | 46,200 | 1,500 | 3.4% | $1.02万 | 加仓 |
| CI | THE CIGNA GROUP | $32.01万 | 0.19% | 1,200 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $32.51万 | 0.19% | 1,600 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $36.31万 | 0.22% | 1,785 | -15 | -0.8% | -$3,051 | 减仓 |
| PEP | PEPSICO INC | $37.01万 | 0.22% | 2,383 | -50 | -2.1% | -$7,764 | 减仓 |
| ABBV | ABBVIE INC | $37.08万 | 0.22% | 1,705 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $37.99万 | 0.23% | 1,155 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $41.36万 | 0.25% | 7,858 | -110 | -1.4% | -$5,790 | 减仓 |
| INDA | ISHARES TR | $42.02万 | 0.25% | 8,970 | 8,970 | — | $42.02万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $43.16万 | 0.26% | 2,475 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $43.88万 | 0.26% | 4,000 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $44.32万 | 0.26% | 4,000 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $46.50万 | 0.28% | 4,100 | 0 | 0.0% | — | 不变 |
| HTZ | HERTZ GLOBAL HLDGS INC | $47.34万 | 0.28% | 102,700 | 87,280 | 566.0% | $40.24万 | 加仓 |
| OKTA | OKTA INC | $50.53万 | 0.30% | 6,420 | 5,820 | 970.0% | $45.81万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $52.32万 | 0.31% | 3,622 | 25 | 0.7% | $3,611 | 加仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $52.71万 | 0.31% | 18,750 | 12,450 | 197.6% | $35.00万 | 加仓 |
| CAT | CATERPILLAR INC | $53.13万 | 0.31% | 750 | 0 | 0.0% | — | 不变 |
| BORR | BORR DRILLING LTD | $57.93万 | 0.34% | 100,400 | -54,400 | -35.1% | -$31.39万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $63.55万 | 0.38% | 1,881 | -2,330 | -55.3% | -$78.72万 | 减仓 |
| — | NEW FORTRESS ENERGY INC | $64.63万 | 0.38% | 1,095,368 | 358,275 | 48.6% | $21.14万 | 加仓 |
| — | SAN JUAN BASIN RTY TR | $64.83万 | 0.38% | 135,057 | 0 | 0.0% | — | 不变 |
| BKD | BROOKDALE SR LIVING INC | $65.66万 | 0.39% | 48,000 | -93,684 | -66.1% | -$128.16万 | 减仓 |
| ORCL | ORACLE CORP | $68.41万 | 0.41% | 4,650 | 3,050 | 190.6% | $44.87万 | 加仓 |
| GOOG | ALPHABET INC | $69.13万 | 0.41% | 2,410 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $73.33万 | 0.43% | 2,550 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $77.98万 | 0.46% | 9,000 | 8,500 | 1,700.0% | $73.65万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $79.46万 | 0.47% | 15,791 | -400 | -2.5% | -$2.01万 | 减仓 |
| GIS | GENERAL MILLS INC | $92.34万 | 0.55% | 24,810 | 2,910 | 13.3% | $10.83万 | 加仓 |
| SHEL | SHELL PLC | $94.58万 | 0.56% | 10,170 | -100 | -1.0% | -$9,300 | 减仓 |
| DIS | DISNEY WALT CO | $95.62万 | 0.57% | 9,921 | -200 | -2.0% | -$1.93万 | 减仓 |
| MCD | MCDONALDS CORP | $103.56万 | 0.61% | 3,332 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $120.46万 | 0.71% | 5,822 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $121.71万 | 0.72% | 4,979 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $133.19万 | 0.79% | 3,598 | -37 | -1.0% | -$1.37万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $138.47万 | 0.82% | 12,057 | -100 | -0.8% | -$1.15万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $139.30万 | 0.83% | 7,025 | 7,000 | 28,000.0% | $138.80万 | 加仓 |
| CSCO | CISCO SYS INC | $146.22万 | 0.87% | 18,845 | 1,200 | 6.8% | $9.31万 | 加仓 |
| LLY | ELI LILLY & CO | $147.16万 | 0.87% | 1,600 | -100 | -5.9% | -$9.20万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $151.04万 | 0.90% | 8,650 | 8,650 | — | $151.04万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $153.40万 | 0.91% | 141,647 | -1,400 | -1.0% | -$1.52万 | 减仓 |
| MRK | MERCK & CO INC | $154.92万 | 0.92% | 12,879 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $163.22万 | 0.97% | 7,837 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $172.48万 | 1.02% | 30,223 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $178.55万 | 1.06% | 53,250 | 0 | 0.0% | — | 不变 |
| TDAY | USA TODAY CO INC | $178.83万 | 1.06% | 253,663 | -3,506 | -1.4% | -$2.47万 | 减仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $191.97万 | 1.14% | 61,745 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $195.61万 | 1.16% | 8,070 | 0 | 0.0% | — | 不变 |
| — | PERMIANVILLE RTY TR | $200.76万 | 1.19% | 1,085,184 | 134,774 | 14.2% | $24.93万 | 加仓 |
| KHC | KRAFT HEINZ CO | $201.84万 | 1.20% | 89,748 | 41,300 | 85.2% | $92.88万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $205.33万 | 1.22% | 33,855 | -150 | -0.4% | -$9,098 | 减仓 |
| META | META PLATFORMS INC | $208.54万 | 1.24% | 3,645 | -100 | -2.7% | -$5.72万 | 减仓 |
| AAPL | APPLE INC | $223.18万 | 1.32% | 8,794 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $239.76万 | 1.42% | 40,790 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $251.34万 | 1.49% | 89,510 | 5,650 | 6.7% | $15.87万 | 加仓 |
| — | EXXON MOBIL CORP | $271.54万 | 1.61% | 16,005 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP | $291.54万 | 1.73% | 201,476 | 103,400 | 105.4% | $149.62万 | 加仓 |