Royal Palms Capital LLC
WHITEFISH MT · SEC CIK 0002107886
$1.01亿2026Q1 申报市值
50持仓数
43.3%前十大占比 · 第一大 5.3%
17 / 2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
VLO 新建仓+$268.67万
INTC 加仓+$210.27万
VTRS 加仓+$180.30万
SFD 加仓+$153.65万
GLD 新建仓+$122.85万
2026Q1 卖出最多 按季末市值估算
SLV 减仓-$282.60万
NEM 减仓-$109.96万
TEVA PHARMACEUTI 减仓-$75.50万
GLW 减仓-$70.39万
KHC 清仓-$48.18万
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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $536.74万 | 5.32% | 121,627 | 47,647 | 64.4% | $210.27万 | 加仓 |
| GLW | CORNING INC | $504.73万 | 5.00% | 37,121 | -5,177 | -12.2% | -$70.39万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $453.58万 | 4.49% | 135,276 | -10,085 | -6.9% | -$33.82万 | 减仓 |
| NEM | NEWMONT CORP | $450.09万 | 4.46% | 41,579 | -10,158 | -19.6% | -$109.96万 | 减仓 |
| GSL | GLOBAL SHIP LEASE INC F | $444.30万 | 4.40% | 119,340 | 14,745 | 14.1% | $54.90万 | 加仓 |
| — | EXXON MOBIL CORP | $442.86万 | 4.39% | 26,103 | -1,004 | -3.7% | -$17.03万 | 减仓 |
| VTRS | VIATRIS INC | $407.30万 | 4.03% | 301,482 | 133,453 | 79.4% | $180.30万 | 加仓 |
| ABBV | ABBVIE INC | $385.70万 | 3.82% | 17,734 | 90 | 0.5% | $1.96万 | 加仓 |
| RF | REGIONS FINL CORP NEW | $383.37万 | 3.80% | 146,772 | -5,885 | -3.9% | -$15.37万 | 减仓 |
| ENB | ENBRIDGE INC F | $357.97万 | 3.55% | 66,120 | -583 | -0.9% | -$3.16万 | 减仓 |
| ABBNY | ABB LTD F | $340.57万 | 3.37% | 42,317 | -4,980 | -10.5% | -$40.08万 | 减仓 |
| EPD | ENTERPRISE PRODS PART LP | $331.44万 | 3.28% | 87,590 | 30,500 | 53.4% | $115.41万 | 加仓 |
| IBM | IBM CORP | $326.52万 | 3.23% | 13,471 | -458 | -3.3% | -$11.10万 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $315.56万 | 3.13% | 112,820 | 54,935 | 94.9% | $153.65万 | 加仓 |
| ET | ENERGY TRANSFER L P LP | $303.77万 | 3.01% | 157,395 | -3,775 | -2.3% | -$7.29万 | 减仓 |
| TXN | TEXAS INSTRS INC | $297.23万 | 2.94% | 15,310 | -300 | -1.9% | -$5.82万 | 减仓 |
| AFL | AFLAC INC | $296.62万 | 2.94% | 27,037 | 170 | 0.6% | $1.87万 | 加仓 |
| PPL | PPL CORP | $277.29万 | 2.75% | 72,590 | -747 | -1.0% | -$2.85万 | 减仓 |
| VLO | VALERO ENERGY CORP NEW | $268.67万 | 2.66% | 10,874 | 10,874 | — | $268.67万 | 新建仓 |
| — | TEVA PHARMACEUTICAL IN F | $267.44万 | 2.65% | 88,790 | -25,067 | -22.0% | -$75.50万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $263.46万 | 2.61% | 28,034 | -1,055 | -3.6% | -$9.91万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $257.34万 | 2.55% | 37,767 | -41,474 | -52.3% | -$282.60万 | 减仓 |
| CVX | CHEVRON CORP NEW | $250.54万 | 2.48% | 12,109 | -454 | -3.6% | -$9.39万 | 减仓 |
| UL | UNILEVER PLC F | $224.23万 | 2.22% | 39,359 | -1,988 | -4.8% | -$11.33万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP F | $195.77万 | 1.94% | 35,835 | -6,045 | -14.4% | -$33.02万 | 减仓 |
| — | DESWELL INDS INC F | $191.96万 | 1.90% | 642,017 | 181,124 | 39.3% | $54.16万 | 加仓 |
| LYG | LLOYDS BANKING GROUP P F | $188.96万 | 1.87% | 375,661 | 97,000 | 34.8% | $48.79万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $167.45万 | 1.66% | 28,488 | -1,423 | -4.8% | -$8.36万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $153.61万 | 1.52% | 25,615 | 8,005 | 45.5% | $48.01万 | 加仓 |
| GLD | SPDR GOLD SHARES | $122.85万 | 1.22% | 2,855 | 2,855 | — | $122.85万 | 新建仓 |
| MO | ALTRIA GROUP INC | $101.32万 | 1.00% | 15,354 | -16 | -0.1% | -$1,056 | 减仓 |
| PG | PROCTER & GAMBLE CO | $77.71万 | 0.77% | 5,380 | 5,380 | — | $77.71万 | 新建仓 |
| MSFT | MICROSOFT CORP | $63.60万 | 0.63% | 1,718 | 1,718 | — | $63.60万 | 新建仓 |
| MRK | MERCK & CO. INC. | $61.71万 | 0.61% | 5,130 | 5,130 | — | $61.71万 | 新建仓 |
| RDNT | RADNET INC | $55.89万 | 0.55% | 10,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $49.81万 | 0.49% | 1,340 | 1,340 | — | $49.81万 | 新建仓 |
| COST | COSTCO WHSL CORP NEW | $41.16万 | 0.41% | 413 | 413 | — | $41.16万 | 新建仓 |
| OUSM | ALPS O'SHARES U.S. | $40.59万 | 0.40% | 9,280 | -1,115 | -10.7% | -$4.88万 | 减仓 |
| GE | GE AEROSPACE | $35.22万 | 0.35% | 1,241 | 1,241 | — | $35.22万 | 新建仓 |
| AMGN | AMGEN INC | $27.87万 | 0.28% | 792 | 792 | — | $27.87万 | 新建仓 |
| HD | HOME DEPOT INC | $27.13万 | 0.27% | 825 | 825 | — | $27.13万 | 新建仓 |
| GEV | GE VERNOVA INC | $26.10万 | 0.26% | 299 | 299 | — | $26.10万 | 新建仓 |
| USB | US BANCORP DEL | $23.27万 | 0.23% | 4,475 | 4,475 | — | $23.27万 | 新建仓 |
| UAMY | UNITED STS ANTIMONY CORP | $21.56万 | 0.21% | 24,700 | 0 | 0.0% | — | 不变 |
| USAS | AMERICAS GOLD & SILVER F | $17.17万 | 0.17% | 32,900 | 32,900 | — | $17.17万 | 新建仓 |
| GROY | GOLD RTY CORP CDA F | $5.73万 | 0.06% | 16,000 | 16,000 | — | $5.73万 | 新建仓 |
| BTG | B2GOLD CORP F | $4.53万 | 0.04% | 10,000 | 10,000 | — | $4.53万 | 新建仓 |
| — | WILTON RES INC F | $3.45万 | 0.03% | 137,000 | 137,000 | — | $3.45万 | 新建仓 |
| URG | UR-ENERGY INC F | $2.98万 | 0.03% | 20,000 | 20,000 | — | $2.98万 | 新建仓 |
| — | BUDWEISER BREWING ORDF | $1.11万 | 0.01% | 12,091 | 1,145 | 10.5% | $1,052 | 加仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -19,870 | -100.0% | -$48.18万 | 清仓 |
| ABEV | AMBEV S A F | $0 | 0.00% | 0 | -11,726 | -100.0% | -$2.90万 | 清仓 |