Royal Palms Capital LLC
WHITEFISH MT · SEC CIK 0002107886
$1.14亿2026Q2 申报市值
57持仓数
43.1%前十大占比 · 第一大 6.5%
7 / 0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
OLN 新建仓+$310.77万
VTRS 加仓+$205.16万
FCX 加仓+$154.72万
SFD 加仓+$108.75万
ENB 加仓+$102.42万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$1,513.32万
GLW 减仓-$213.39万
ABBNY 减仓-$119.40万
TXN 减仓-$53.12万
UL 减仓-$38.28万
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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $734.80万 | 6.46% | 28,767 | -8,354 | -22.5% | -$213.39万 | 减仓 |
| VTRS | VIATRIS INC | $683.91万 | 6.01% | 430,675 | 129,193 | 42.9% | $205.16万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $501.99万 | 4.41% | 157,020 | 21,744 | 16.1% | $69.52万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC F | $464.47万 | 4.08% | 123,530 | 4,190 | 3.5% | $15.75万 | 加仓 |
| ENB | ENBRIDGE INC F | $460.86万 | 4.05% | 85,014 | 18,894 | 28.6% | $102.42万 | 加仓 |
| ABBV | ABBVIE INC | $448.07万 | 3.94% | 17,806 | 72 | 0.4% | $1.81万 | 加仓 |
| RF | REGIONS FINL CORP NEW | $441.02万 | 3.88% | 146,032 | -740 | -0.5% | -$2.23万 | 减仓 |
| TXN | TEXAS INSTRS INC | $403.23万 | 3.55% | 13,528 | -1,782 | -11.6% | -$53.12万 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $382.45万 | 3.36% | 157,648 | 44,828 | 39.7% | $108.75万 | 加仓 |
| IBM | IBM CORP | $378.49万 | 3.33% | 13,459 | -12 | -0.1% | -$3,375 | 减仓 |
| — | EXXON MOBIL CORP | $375.94万 | 3.31% | 27,497 | 1,394 | 5.3% | $19.06万 | 加仓 |
| NEM | NEWMONT CORP | $374.65万 | 3.29% | 40,112 | -1,467 | -3.5% | -$13.70万 | 减仓 |
| AFL | AFLAC INC | $342.17万 | 3.01% | 29,183 | 2,146 | 7.9% | $25.16万 | 加仓 |
| ABBNY | ABB LTD F | $340.59万 | 3.00% | 31,333 | -10,984 | -26.0% | -$119.40万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $333.88万 | 2.94% | 53,090 | 24,602 | 86.4% | $154.72万 | 加仓 |
| EPD | ENTERPRISE PRODS PART LP | $321.61万 | 2.83% | 87,490 | -100 | -0.1% | -$3,676 | 减仓 |
| OLN | OLIN CORP | $310.77万 | 2.73% | 156,798 | 156,798 | — | $310.77万 | 新建仓 |
| ET | ENERGY TRANSFER L P LP | $299.84万 | 2.64% | 156,820 | -575 | -0.4% | -$1.10万 | 减仓 |
| VLO | VALERO ENERGY CORP NEW | $297.79万 | 2.62% | 11,434 | 560 | 5.1% | $14.58万 | 加仓 |
| SCHW | CHARLES SCHWAB CORP | $288.41万 | 2.54% | 31,257 | 3,223 | 11.5% | $29.74万 | 加仓 |
| — | TEVA PHARMACEUTICAL IN F | $279.68万 | 2.46% | 82,550 | -6,240 | -7.0% | -$21.14万 | 减仓 |
| PPL | PPL CORP | $272.61万 | 2.40% | 74,997 | 2,407 | 3.3% | $8.75万 | 加仓 |
| — | DESWELL INDS INC F | $250.03万 | 2.20% | 641,110 | -907 | -0.1% | -$3,537 | 减仓 |
| LYG | LLOYDS BANKING GROUP P F | $218.43万 | 1.92% | 374,661 | -1,000 | -0.3% | -$5,830 | 减仓 |
| SLV | ISHARES SILVER TRUST | $199.81万 | 1.76% | 37,368 | -399 | -1.1% | -$2.13万 | 减仓 |
| CVX | CHEVRON CORP NEW | $198.81万 | 1.75% | 11,994 | -115 | -0.9% | -$1.91万 | 减仓 |
| UL | UNILEVER PLC F | $198.35万 | 1.74% | 32,992 | -6,367 | -16.2% | -$38.28万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $189.76万 | 1.67% | 27,082 | 1,467 | 5.7% | $10.28万 | 加仓 |
| INTC | INTEL CORP | $184.95万 | 1.63% | 13,246 | -108,381 | -89.1% | -$1,513.32万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP F | $160.50万 | 1.41% | 35,835 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $109.23万 | 0.96% | 15,181 | -173 | -1.1% | -$1.24万 | 减仓 |
| GLD | SPDR GOLD SHARES | $106.54万 | 0.94% | 2,892 | 37 | 1.3% | $1.36万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $79.57万 | 0.70% | 5,426 | 46 | 0.9% | $6,745 | 加仓 |
| B | BARRICK MNG CORP F | $79.30万 | 0.70% | 21,590 | 21,590 | — | $79.30万 | 新建仓 |
| MRK | MERCK & CO. INC. | $66.28万 | 0.58% | 5,158 | 28 | 0.5% | $3,598 | 加仓 |
| MSFT | MICROSOFT CORP | $64.61万 | 0.57% | 1,732 | 14 | 0.8% | $5,222 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES IN | $63.00万 | 0.55% | 5,400 | 5,400 | — | $63.00万 | 新建仓 |
| TSLA | TESLA INC | $56.36万 | 0.50% | 1,340 | 0 | 0.0% | — | 不变 |
| OUSM | ALPS O'SHARES U.S. | $51.46万 | 0.45% | 10,830 | 1,550 | 16.7% | $7.37万 | 加仓 |
| GE | GE AEROSPACE | $42.49万 | 0.37% | 1,137 | -104 | -8.4% | -$3.89万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $38.65万 | 0.34% | 413 | 0 | 0.0% | — | 不变 |
| RDNT | RADNET INC | $37.00万 | 0.33% | 6,000 | -4,000 | -40.0% | -$24.67万 | 减仓 |
| GEV | GE VERNOVA INC | $35.13万 | 0.31% | 299 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $29.10万 | 0.26% | 825 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $28.68万 | 0.25% | 792 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL | $27.18万 | 0.24% | 4,500 | 25 | 0.6% | $1,510 | 加仓 |
| — | SIFCO INDS INC | $20.36万 | 0.18% | 8,700 | 8,700 | — | $20.36万 | 新建仓 |
| ALOY | REALLOYS INC | $20.23万 | 0.18% | 14,000 | 14,000 | — | $20.23万 | 新建仓 |
| UAMY | UNITED STS ANTIMONY CORP | $17.93万 | 0.16% | 24,700 | 0 | 0.0% | — | 不变 |
| LPTH | LIGHTPATH TECHNOLOGIES I | $16.35万 | 0.14% | 10,000 | 10,000 | — | $16.35万 | 新建仓 |
| USAS | AMERICAS GOLD & SILVER F | $15.81万 | 0.14% | 33,500 | 600 | 1.8% | $2,832 | 加仓 |
| GROY | GOLD RTY CORP CDA F | $11.45万 | 0.10% | 41,500 | 25,500 | 159.4% | $7.04万 | 加仓 |
| INV | INNVENTURE INC | $5.07万 | 0.04% | 10,000 | 10,000 | — | $5.07万 | 新建仓 |
| — | WILTON RES INC F | $4.58万 | 0.04% | 137,000 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP F | $3.74万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| URG | UR-ENERGY INC F | $2.72万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| — | BUDWEISER BREWING ORDF | $9,404 | 0.01% | 12,091 | 0 | 0.0% | — | 不变 |