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Elequin 资本 · 13F 持仓分析
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Elequin 资本

Elequin Capital, LPNo.1272 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$33.57亿
环比变动 Q1 2026
+$21.67亿+182.1%
持仓股票数
683
新买入
321
加仓
177
减仓
152
清仓
256
持股不变
33
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
西部数据WDC
17.48%$5.87亿3,479.2万股$00股+3,479.2万股新买入
SSeagate HDD CaymanSTX
14.34%$4.81亿4,127.4万股$00股+4,127.4万股新买入
LumentumLITE
11.03%$3.70亿5,672.9万股$00股+5,672.9万股新买入
CenterPoint能源CNP
9.78%$3.28亿2.73亿股$00股+2.73亿股新买入
英伟达NVDA
4.77%12.06%$1.60亿80.0万股$1.44亿82.3万股-2.3万股-2.77%减仓
阿波罗全球管理APO
4.6%$1.55亿254.3万股$00股+254.3万股新买入
LumentumLITE
4.56%$1.53亿1,771.0万股$00股+1,771.0万股新买入
微软MSFT
3.33%<0.01%$1.12亿30.0万股$7402股+30.0万股+14,999,900.00%加仓
GGranite ConstructionGVA
3.25%$1.09亿3,296.4万股$00股+3,296.4万股新买入
AAdvanced Energy IndustriesAEIS
2.57%$8,617.7万3,159.7万股$00股+3,159.7万股新买入
苹果AAPL
2.41%<0.01%$8,102.2万28.0万股$7613股+28.0万股+9,333,333.33%加仓
Bloom EnergyBE
1.73%$5,806.2万400.0万股$00股+400.0万股新买入
英特尔INTC
1.66%0.01%$5,585.9万40.0万股$14.7万3,334股+39.7万股+11,899.13%加仓
SSPDR标普500 ETFSPY
1.59%2.42%$5,346.7万7.2万股$2,879.6万4.4万股+2.7万股+61.70%加仓
LumentumLITE
1.52%0.68%$5,096.8万414.3万股$814.7万77.9万股+336.4万股+431.58%加仓
亚马逊AMZN
1.42%<0.01%$4,766.8万20.0万股$2.6万124股+20.0万股+161,190.32%加仓
IiShares比特币ETFIBIT
1.4%1.24%$4,686.8万140.8万股$1,476.3万38.4万股+102.4万股+266.38%加仓
AAlphabet Inc Class CGOOG
1.08%$3,609.6万10.2万股$00股+10.2万股新买入
PPOET TECHNOLOGIESPOET
0.75%$2,510.6万244.2万股$00股+244.2万股新买入
谷歌AGOOGL
0.66%<0.01%$2,214.4万6.2万股$3.4万118股+6.2万股+52,411.02%加仓
IiShares安硕信托GVI
0.37%$1,249.1万11.7万股$00股+11.7万股新买入
J摩根大通交易所交易基金JMST
0.36%0.34%$1,205.1万23.6万股$409.7万8.2万股+15.4万股+188.51%加仓
RROCKET LAB COMRKLB
0.27%0.04%$921.6万9.1万股$44.6万6,942股+8.4万股+1,206.06%加仓
V先锋领航市政债券基金VTEB
0.25%$848.7万16.8万股$00股+16.8万股新买入
HHIMS & HERS HEALTHHIMS
0.23%0.19%$773.4万22.3万股$227.0万10.9万股+11.4万股+103.99%加仓
迈威尔MRVL
0.21%<0.01%$701.7万2.4万股$1.0万102股+2.3万股+22,992.16%加仓
AAXT·INCAXTI
0.17%$583.9万8.1万股$00股+8.1万股新买入
SSPDR黄金信托GLD
0.16%0.98%$552.6万1.5万股$1,161.8万2.7万股-1.2万股-44.44%减仓
C资本集团全球股票CGGE
0.16%$548.6万15.6万股$00股+15.6万股新买入
SStrategyMSTR
0.16%0.35%$525.2万6.0万股$413.6万3.3万股+2.7万股+82.31%加仓
EETP ON S&P 500 VIX STF 2024/23-JAN-2048 (BARCLAYS)VXX
0.15%$490.6万22.2万股$00股+22.2万股新买入
V先锋领航市政债券基金VCRM
0.15%$490.1万6.4万股$00股+6.4万股新买入
IISHARES MSCI SOUTH KOREAETFEWY
0.14%$462.5万2.3万股$00股+2.3万股新买入
DDimensional维度ETF信托DFNM
0.13%$442.2万9.1万股$00股+9.1万股新买入
C资本集团成长ETFCGGR
0.13%$433.9万9.2万股$00股+9.2万股新买入
IInterDigitalIDCC
0.13%$432.4万118.1万股$00股+118.1万股新买入
AAMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETFTAXF
0.13%0.1%$424.5万8.4万股$121.0万2.4万股+5.9万股+245.42%加仓
甲骨文ORCL
0.13%0.34%$423.5万9.4万股$405.3万8.8万股+5,820股+6.58%加仓
IRENIREN
0.12%<0.01%$403.3万8.8万股$1.7万495股+8.8万股+17,715.15%加仓
AADVISORSHARES PURE US CANNABIS ETFMSOS
0.12%$400.4万78.8万股$00股+78.8万股新买入
KKKR & COMKKR
0.12%0.04%$390.3万4.3万股$51.3万5,547股+3.7万股+666.68%加仓
APPLIED OPTOELECTRONICSAAOI
0.12%<0.01%$389.9万2.6万股$3.5万413股+2.6万股+6,271.91%加仓
NextEra Energy,NEE
0.11%$377.3万7.0万股$00股+7.0万股新买入
NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT
0.11%$377.1万15.5万股$00股+15.5万股新买入
FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI
0.11%$375.8万14.9万股$00股+14.9万股新买入
IiShares安硕信托NYF
0.11%$359.4万6.7万股$00股+6.7万股新买入
CCAPITAL DIVIDEND GROWECGDG
0.1%$351.5万9.4万股$00股+9.4万股新买入
SSPDR道富系列信托SHM
0.1%0.08%$350.5万7.3万股$92.1万3.1万股+4.2万股+134.10%加仓
谷歌AGOOGL
0.1%$337.4万6.7万股$00股+6.7万股新买入
IISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETFCALI
0.1%$327.7万6.5万股$00股+6.5万股新买入

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