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HITE Hedge Asset Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HITE Hedge Asset Management LLC
报告期 2026-03-31 · CIK 0001568939
持仓数
126
前50大市值合计
$1.54B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 139 项
建仓 42
增持 36
减持 28
清仓 33
方向
标的
Δ市值
现股数(环比)
减持
EQT
EQT CORP
-$50.1M
93,575
-92%
建仓
SM
SM ENERGY CO
+$44.0M
1,469,289
减持
—
VEREN INC
-$42.6M
1,383,659
-86%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
EXC
EXELON CORP
+$36.9M
800,000
增持
EXE
EXPAND ENERGY CORPORATION
+$31.4M
467,563
+126%
建仓
DTM
DT MIDSTREAM INC
+$31.1M
322,755
建仓
TXNM
TXNM ENERGY INC
+$28.7M
537,121
建仓
GPOR
GULFPORT ENERGY CORP
+$27.3M
148,163
减持
CTRA
COTERRA ENERGY INC
-$24.9M
93,970
-91%
清仓
—
STELLANTIS N.V
-$21.2M
0
-100%
增持
DTE
DTE ENERGY CO
+$20.0M
987,056
+2%
清仓
HESM
HESS MIDSTREAM LP
-$19.6M
0
-100%
清仓
MUR
MURPHY OIL CORP
-$19.5M
0
-100%
建仓
LNT
ALLIANT ENERGY CORP
+$19.1M
297,450
建仓
AESI
ATLAS ENERGY SOLUTIONS INC
+$18.8M
1,056,305
建仓
KNTK
KINETIK HOLDINGS INC
+$18.6M
358,253
建仓
EWG
ISHARES INC
+$18.2M
490,450
建仓
POWL
POWELL INDS INC
+$16.4M
96,312
减持
ENB
ENBRIDGE INC
-$16.4M
110,553
-78%
增持
AR
ANTERO RESOURCES CORP
+$16.0M
1,281,308
+25%
增持
—
ADIENT PLC
+$15.8M
2,320,103
+184%
减持
CMS
CMS ENERGY CORP
-$15.4M
58,310
-80%
增持
GM
GENERAL MTRS CO
+$15.3M
399,842
+502%
建仓
FLS
FLOWSERVE CORP
+$15.0M
307,213
清仓
NEE
NEXTERA ENERGY INC
-$14.3M
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$14.0M
0
-100%
增持
LAD
LITHIA MTRS INC
+$13.7M
164,281
+70%
增持
COP
CONOCOPHILLIPS
+$13.6M
463,673
+31%
减持
AROC
ARCHROCK INC
-$13.2M
131,626
-80%
增持
PBA
PEMBINA PIPELINE CORP
+$12.9M
722,092
+66%
建仓
GEV
GE VERNOVA INC
+$12.8M
41,901
建仓
—
TOTALENERGIES SE
+$12.3M
190,275
清仓
TRGP
TARGA RES CORP
-$12.2M
0
-100%
增持
KEX
KIRBY CORP
+$12.1M
222,732
+126%
减持
PPL
PPL CORP
-$12.0M
146,568
-72%
清仓
SOBO
SOUTH BOW CORP
-$11.9M
0
-100%
建仓
PR
PERMIAN RESOURCES CORP
+$11.6M
839,587
建仓
MOS
MOSAIC CO NEW
+$10.9M
402,423
建仓
CRGY
CRESCENT ENERGY COMPANY
+$10.1M
897,456
清仓
ESI
ELEMENT SOLUTIONS INC
-$10.0M
0
-100%
建仓
—
WEATHERFORD INTL PLC
+$9.9M
185,131
建仓
INR
INFINITY NAT RES INC
+$9.7M
516,326
增持
CHRD
CHORD ENERGY CORPORATION
+$9.5M
446,015
+28%
建仓
LB
LANDBRIDGE COMPANY LLC
+$9.4M
131,229
增持
PHIN
PHINIA INC
+$9.4M
325,853
+257%
减持
NI
NISOURCE INC
-$9.4M
449,951
-40%
减持
DVN
DEVON ENERGY CORP NEW
-$9.1M
1,135,146
-28%
清仓
PSX
PHILLIPS 66
-$8.9M
0
-100%
增持
TBN
TAMBORAN RES CORP
+$8.7M
809,505
+58%
减持
THRM
GENTHERM INC
-$8.4M
54,407
-78%
增持
PNW
PINNACLE WEST CAP CORP
+$8.3M
181,573
+70%
增持
XEL
XCEL ENERGY INC
+$8.2M
742,163
+13%
减持
FANG
DIAMONDBACK ENERGY INC
-$8.0M
216,727
-17%
增持
BKV
BKV CORP
+$7.0M
1,161,459
+59%
建仓
DINO
HF SINCLAIR CORP
+$6.9M
210,946
增持
EVRG
EVERGY INC
+$6.7M
326,872
+27%
减持
CNP
CENTERPOINT ENERGY INC
+$6.7M
1,831,554
-3%
建仓
—
AXALTA COATING SYS LTD
+$6.6M
200,000
增持
GPI
GROUP 1 AUTOMOTIVE INC
+$6.6M
24,710
+266%
清仓
—
ENLINK MIDSTREAM LLC
-$6.4M
0
-100%
增持
CVE
CENOVUS ENERGY INC
+$5.9M
1,232,294
+66%
增持
DCH
AMERICAN AXLE & MFG HLDGS IN
+$5.9M
1,944,668
+465%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$5.5M
0
-100%
清仓
WMB
WILLIAMS COS INC
-$5.4M
0
-100%
增持
—
GOLAR LNG LTD
+$5.1M
258,674
+133%
清仓
CNQ
CANADIAN NAT RES LTD
-$4.8M
0
-100%
建仓
EMN
EASTMAN CHEM CO
+$4.8M
53,930
增持
EVGO
EVGO INC
+$4.7M
3,348,303
+220%
建仓
PAG
PENSKE AUTOMOTIVE GRP INC
+$4.6M
31,962
建仓
VRT
VERTIV HOLDINGS CO
+$4.4M
60,508
清仓
EMR
EMERSON ELEC CO
-$4.3M
0
-100%
增持
APH
AMPHENOL CORP NEW
+$4.3M
83,844
+375%
清仓
MBLY
MOBILEYE GLOBAL INC
-$4.3M
0
-100%
清仓
OSK
OSHKOSH CORP
-$4.2M
0
-100%
清仓
ACHR
ARCHER AVIATION INC
-$4.2M
0
-100%
清仓
MTDR
MATADOR RES CO
-$4.1M
0
-100%
减持
ALV
AUTOLIV INC
-$3.9M
62,900
-38%
清仓
OLN
OLIN CORP
-$3.7M
0
-100%
清仓
FSLR
FIRST SOLAR INC
-$3.7M
0
-100%
减持
—
APTIV PLC
-$3.5M
438,223
-10%
增持
SAH
SONIC AUTOMOTIVE INC
+$3.3M
123,724
+111%
建仓
AN
AUTONATION INC
+$3.1M
19,088
建仓
CVNA
CARVANA CO
+$3.0M
14,520
减持
AEE
AMEREN CORP
+$3.0M
742,711
-7%
建仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$3.0M
68,657
建仓
KMX
CARMAX INC
+$2.9M
37,436
清仓
—
BORR DRILLING LTD
-$2.9M
0
-100%
减持
OKLO
OKLO INC
-$2.9M
58,658
-70%
清仓
—
NXP SEMICONDUCTORS N V
-$2.7M
0
-100%
增持
AIRJW
AIRJOULE TECHNOLOGIES CORP
-$2.7M
6,244,056
+11%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$2.6M
255,916
+508%
减持
ETR
ENTERGY CORP NEW
-$2.6M
429,434
-17%
建仓
NVDA
NVIDIA CORPORATION
+$2.5M
22,803
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$2.5M
34,921
增持
NPWR
NET POWER INC
-$2.4M
743,238
+81%
增持
VLO
VALERO ENERGY CORP
+$2.3M
53,662
+38%
清仓
XYL
XYLEM INC
-$2.2M
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$2.2M
0
-100%
建仓
ENTG
ENTEGRIS INC
+$2.2M
24,661
清仓
WERN
WERNER ENTERPRISES INC
-$1.8M
0
-100%
建仓
—
WOLFSPEED INC
+$1.8M
8,000,000
建仓
SPY
SPDR S&P 500 ETF TR
+$1.7M
3,000
清仓
—
TE CONNECTIVITY PLC
-$1.6M
0
-100%
增持
TM
TOYOTA MOTOR CORP
+$1.5M
176,851
+16%
减持
—
INNOVIZ TECHNOLOGIES LTD
-$1.5M
737,479
-37%
减持
OVV
OVINTIV INC
-$1.4M
206,702
-18%
增持
CTVA
CORTEVA INC
+$1.3M
111,785
+12%
清仓
CLNE
CLEAN ENERGY FUELS CORP
-$1.3M
0
-100%
增持
DAN
DANA INC
+$1.2M
242,901
+37%
减持
CAT
CATERPILLAR INC
-$1.1M
8,817
-21%
清仓
TSLA
TESLA INC
-$1.1M
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.0M
9,733
清仓
VC
VISTEON CORP
-$996.1K
0
-100%
建仓
SOXX
ISHARES TR
+$942.7K
5,010
增持
HYLN
HYLIION HOLDINGS CORP
-$916.7K
999,411
+13%
建仓
—
DIVERSIFIED ENERGY COMPANY P
+$881.0K
65,166
建仓
—
RIVIAN AUTOMOTIVE INC
+$874.5K
1,000,000
建仓
HSAI
HESAI GROUP
+$839.8K
56,740
增持
—
NATIONAL ENERGY SERVICES REU
-$758.7K
782,239
+8%
清仓
CENX
CENTURY ALUM CO
-$723.4K
0
-100%
建仓
NXT
NEXTRACKER INC
+$698.2K
16,568
减持
CRMT
AMERICAS CAR-MART INC
-$608.9K
11,742
-47%
清仓
—
GOLDEN STAR ACQUISITION CORP
-$573.5K
0
-100%
减持
TTI
TETRA TECHNOLOGIES INC DEL
-$557.2K
1,625,788
-3%
减持
ASTL
ALGOMA STL GROUP INC
-$440.8K
85,843
-7%
清仓
COPX
GLOBAL X FDS
-$436.7K
0
-100%
建仓
AMPX
AMPRIUS TECHNOLOGIES INC
+$432.7K
161,444
减持
MP
MP MATERIALS CORP
+$422.8K
263,909
-32%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$399.7K
6,491
建仓
SES
SES AI CORPORATION
+$339.4K
651,883
增持
ALLY
ALLY FINL INC
+$317.0K
28,367
+42%
减持
POR
PORTLAND GEN ELEC CO
+$302.2K
972,020
-2%
减持
—
ZEEKR INTELLIGENT TECHNOLOGY
-$231.8K
16,688
-25%
清仓
—
SWVL HOLDINGS CORP
-$210.1K
0
-100%
增持
WLK
WESTLAKE CORPORATION
+$196.4K
71,475
+18%
增持
LAC
LITHIUM AMERS CORP NEW
-$178.1K
735,918
+1%
增持
PONY
PONY AI INC
-$105.3K
98,588
+45%
减持
—
PIEDMONT LITHIUM INC
-$97.9K
35,826
-3%
减持
AUR
AURORA INNOVATION INC
+$723
100,233
-6%