13F 机构持仓

Mercuria Capital Strategies, LLC

HOUSTON TX · SEC CIK 0002048079

2026Q22026Q1 更早 9 个季度 🔒
$2.62亿2026Q1 申报市值
31持仓数
88.6%前十大占比 · 第一大 49.9%
18 / 15新建仓 / 清仓
申报市值走势$1.63亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

TNK 49.9%
LYB 12.5%
BCSS 6.0%
PALOMA ACQUISI 3.8%
ALUB 3.8%
VG 3.5%
DMII 2.9%
AGRICULTURE & 2.2%
INFLECTION PT 2.1%
PROSHARES TR I 2.0%

2026Q1 买入最多 按季末市值估算

TNK 加仓+$4,037.45万
LYB 新建仓+$3,279.77万
PALOMA ACQUISITI 新建仓+$998.00万
ALUB 新建仓+$998.00万
VG 新建仓+$914.15万

2026Q1 卖出最多 按季末市值估算

GIGACLOUD TECHNO 清仓-$1,054.00万
ALUSSA ENERGY AC 清仓-$1,010.00万
EQT 清仓-$978.01万
DMAA 清仓-$751.12万
INFLECTION POINT 清仓-$542.49万

2026Q1 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
— GIGACLOUD TECHNOLOGY INC $00.00%0 -1,000,000-100.0% -$1,054.00万 清仓
— ALUSSA ENERGY ACQUISITION CO $00.00%0 -1,000,000-100.0% -$1,010.00万 清仓
EQT EQT CORP $00.00%0 -182,465-100.0% -$978.01万 清仓
DMAA DRUGS MADE IN AMER ACQUTN CO $00.00%0 -750,000-100.0% -$751.12万 清仓
— INFLECTION POINT ACQUISITION $00.00%0 -535,000-100.0% -$542.49万 清仓
CAT CATERPILLAR INC $00.00%0 -9,410-100.0% -$539.07万 清仓
VMC VULCAN MATLS CO $00.00%0 -17,591-100.0% -$501.73万 清仓
CORZ CORE SCIENTIFIC INC NEW $00.00%0 -186,643-100.0% -$271.75万 清仓
CX CEMEX SAB DE CV $00.00%0 -228,102-100.0% -$262.09万 清仓
— VIKING ACQUISITION CORP I $00.00%0 -250,000-100.0% -$251.75万 清仓
— SILVERBOX CORP V $00.00%0 -250,000-100.0% -$251.50万 清仓
— ARCOSA INC $00.00%0 -23,192-100.0% -$246.58万 清仓
SEI SOLARIS ENERGY INFRAS INC $00.00%0 -32,038-100.0% -$147.28万 清仓
— GIGCAPITAL8 CORP $00.00%0 -125,000-100.0% -$127.25万 清仓
— CHURCHILL CAP CORP XI $00.00%0 -1,000-100.0% -$1.02万 清仓
— CHURCHILL CAP CORP XI $750.00%100 100— $75 新建仓
AGLT CHURCHILL CAP CORP XI $1.02万0.00%1,000 1,000— $1.02万 新建仓
— VIKING ACQUISITION CORP I $2.59万0.01%83,333 83,333— $2.59万 新建仓
— SILVERBOX CORP V $2.85万0.01%83,333 83,333— $2.85万 新建仓
— GIGCAPITAL8 CORP $5.62万0.02%187,500 125,000200.0% $3.75万 加仓
— DRUGS MADE IN AMER ACQ II CO $6.00万0.02%750,000 750,000— $6.00万 新建仓
— CHURCHILL CAPITAL CORP IX $9.36万0.04%8,762 00.0% — 不变
CEPF CANTOR EQUITY PARTNERS IV IN $9.68万0.04%9,503 00.0% — 不变
— CANTOR EQUITY PARTNERS III I $9.89万0.04%9,597 00.0% — 不变
— ALUSSA ENERGY ACQUISIT CORP $12.00万0.05%333,333 333,333— $12.00万 新建仓
— BAIN CAP GSS INVT CORP $19.17万0.07%309,175 309,175— $19.17万 新建仓
— DIANA SHIPPING INC $65.40万0.25%261,581 208,811395.7% $52.20万 加仓
— GUARDIAN METAL RES PLC $113.62万0.43%65,000 65,000— $113.62万 新建仓
SBXE SILVERBOX CORP V $248.00万0.95%250,000 250,000— $248.00万 新建仓
NSTR VIKING ACQUISITION CORP I $248.25万0.95%250,000 250,000— $248.25万 新建仓
PAII PYROPHYTE ACQUISITION CORP. $253.75万0.97%250,000 00.0% — 不变
TACO BERTO ACQUISITION CORP $277.68万1.06%270,908 00.0% — 不变
GLP GLOBAL PARTNERS LP $346.72万1.33%82,357 82,357— $346.72万 新建仓
TVA TEXAS VENTURES ACQUISITION I $361.05万1.38%347,500 -152,500-30.5% -$158.45万 减仓
GIW GIGCAPITAL8 CORP $498.50万1.91%500,000 125,00033.3% $124.62万 加仓
GSRF GSR IV ACQUISITION CORP $501.50万1.92%500,000 00.0% — 不变
— PROSHARES TR II $515.25万1.97%150,000 150,000— $515.25万 新建仓
— INFLECTION PT ACQUISITION CO $546.50万2.09%535,000 535,000— $546.50万 新建仓
— AGRICULTURE & NAT SOL ACQ CO $564.50万2.16%500,000 00.0% — 不变
DMII DRUGS MADE IN AMER ACQ II CO $747.75万2.86%750,000 750,000— $747.75万 新建仓
VG VENTURE GLOBAL INC $914.15万3.49%580,046 580,046— $914.15万 新建仓
— PALOMA ACQUISITION CORP I $998.00万3.81%1,000,000 1,000,000— $998.00万 新建仓
ALUB ALUSSA ENERGY ACQUISIT CORP $998.00万3.81%1,000,000 1,000,000— $998.00万 新建仓
BCSS BAIN CAP GSS INVT CORP $1,563.16万5.97%1,545,878 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES NV $3,279.77万12.54%407,122 407,122— $3,279.77万 新建仓
TNK TEEKAY TANKERS LTD $1.30亿49.85%1,778,956 550,66244.8% $4,037.45万 加仓