申报总市值
US$1.9亿
申报季度: 2026-03-31 · 持股只数: 93
Meixler Investment Management, Ltd.在最新一期 13F 报告中披露了 93 项持股，申报期为 2026-03-31，总持股市值约为 US$1.9亿，季度换手率为 24.0%。
减仓 BRK-B
+0.5% -US$65.2万
减仓 LEGH
-47.7% -US$119.0万
加仓 MDV
+141.1% US$152.1万
加仓 OKE
+30.4% US$170.0万
加仓 RGLD
+26.3% US$148.2万
加仓 REXR
+219.0% US$76.1万
仅显示前 88 大持股（共 93 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 10.44% | — | -7.46% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 7.35% | -1.34% | +0.51% | |
| 3 | NRP | Natural Resource Partners LP | 股票-其他 | 6.14% | +0.16% | -1.39% | |
| 4 | DMLP | Dorchester Minerals LP | 股票-其他 | 5.79% | +0.17% | -7.18% | |
| 5 | SU | Suncor Energy INC | 股票-能源 | 4.78% | -0.01% | -24.18% | |
| 6 | EPD | Enterprise Products Partners | 股票-能源 | 3.15% | +0.37% | +9.03% | |
| 7 | CNQ | Canadian Natural Resources | 股票-能源 | 2.97% | +0.07% | -17.65% | |
| 8 | EXP | Eagle Materials INC | 股票-原材料 | 2.91% | -0.01% | +23.70% | |
| 9 | HON | Honeywell International INC | 股票-工业 | 2.73% | +0.23% | +5.04% | |
| 10 | TYG | Tortoise Energy Infrastruct | 股票-其他 | 2.60% | +0.21% | +8.09% | |
| 11 | OKE | Oneok INC | 股票-能源 | 2.53% | +0.71% | +30.36% | |
| 12 | RGLD | Royal Gold INC | 股票-原材料 | 2.42% | +0.59% | +26.26% | |
| 13 | FNV | Franco-nevada CORP | 股票-原材料 | 2.14% | -0.04% | -11.23% | |
| 14 | LMT | Lockheed Martin CORP | 股票-工业 | 2.04% | +0.24% | -0.28% | |
| 15 | OUNZ | Vaneck Merk Gold ETF | ETF-避险与商品 | 1.75% | -0.08% | -0.25% | |
| 16 | KMI | Kinder Morgan INC | 股票-能源 | 1.75% | +0.31% | +14.00% | |
| 17 | WPC | Wp Carey INC | 股票-房地产 | 1.55% | +0.07% | +8.27% | |
| 18 | SKYH | Sky Harbour Group CORP | 股票-其他 | 1.46% | +0.02% | +2.93% | |
| 19 | MLPA | Global X Mlp ETF | ETF-其他 | 1.45% | +1.45% | NEW | |
| 20 | KNF | Knife River CORP | 股票-原材料 | 1.39% | +0.10% | +15.43% | |
| 21 | MDV | Modiv Industrial INC | 股票-其他 | 1.37% | +0.75% | +141.15% | |
| 22 | CP | Canadian Pacific Kansas City | 股票-工业 | 1.31% | +0.08% | +11.95% | |
| 23 | ESAB | Esab CORP | 股票-工业 | 1.28% | +1.28% | NEW | |
| 24 | MUSA | Murphy USA INC | 股票-周期性消费 | 1.24% | +0.27% | +15.52% | |
| 25 | TGS | Transportador Gas-adr Sp B | 股票-其他 | 1.16% | +1.16% | NEW | |
| 26 | OR | Or Royalties INC | 股票-其他 | 1.06% | — | -13.57% | |
| 27 | ET | Energy Transfer LP | 股票-能源 | 0.88% | +0.88% | NEW | |
| 28 | ENB | Enbridge INC | 股票-能源 | 0.85% | -0.23% | -21.77% | |
| 29 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.85% | — | -5.01% | |
| 30 | FRPH | Frp Holdings INC | 股票-其他 | 0.84% | — | +3.82% | |
| 31 | QCOM | Qualcomm INC | 股票-科技 | 0.80% | +0.12% | +78.50% | |
| 32 | LEGH | Legacy Housing CORP | 股票-其他 | 0.78% | -0.82% | -47.74% | |
| 33 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 0.78% | — | -10.22% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.77% | — | — | |
| 35 | VAL | Valaris Limited | 股票-能源 | 0.75% | +0.05% | -37.69% | |
| 36 | PAG | Penske Automotive Group INC | 股票-周期性消费 | 0.74% | — | +8.48% | |
| 37 | ✓ | Corporacion Amer Arpts S A | 股票-其他 | 0.69% | — | -4.54% | |
| 38 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 0.69% | — | -2.06% | |
| 39 | BOC | Boston Omaha Corp-cl A | 股票-其他 | 0.67% | — | -3.53% | |
| 40 | REXR | Rexford Industrial Realty In | 股票-房地产 | 0.65% | +0.38% | +218.98% | |
| 41 | TRMB | Trimble INC | 股票-科技 | 0.64% | +0.06% | +50.38% | |
| 42 | SOLS | Solstice Adv Materials INC | 股票-原材料 | 0.63% | +0.30% | +36.10% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.55% | — | -1.97% | |
| 44 | LECO | Lincoln Electric Holdings | 股票-工业 | 0.54% | -0.20% | -19.04% | |
| 45 | JOE | St Joe Co/the | 股票-其他 | 0.50% | — | -12.06% | |
| 46 | IMO | Imperial Oil LTD | 股票-能源 | 0.49% | +0.04% | -18.25% | |
| 47 | AMRZ | Amrize Ltd | 股票-原材料 | 0.48% | — | +2.06% | |
| 48 | VOXR | Vox Royalty CORP | 股票-其他 | 0.48% | — | -10.67% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.47% | — | -0.34% | |
| 50 | DIN | Dine Brands Global INC | 股票-其他 | 0.46% | -0.25% | -8.04% |
Q3 2026表现
-5.1%
近4个季度表现
+27.1%
基于可获取价格的持仓（占申报价值的68%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 93 | US$1.9亿 | 24 | |
| 2025-12-31 | 95 | US$1.6亿 | 22 | |
| 2025-09-30 | 105 | US$1.6亿 | 31 | |
| 2025-06-30 | 104 | US$1.5亿 | 0 | |
| 2025-03-31 | 113 | US$1.4亿 | 0 | |
| 2024-12-31 | 115 | US$1.4亿 | 0 | |
| 2024-09-30 | 104 | US$1.4亿 | 0 | |
| 2024-06-30 | 111 | US$1.3亿 | 0 | |
| 2024-03-31 | 110 | US$1.3亿 | 0 | |
| 2023-12-31 | 95 | US$1.2亿 | 0 | |
| 2023-09-30 | 97 | US$1.1亿 | 0 | |
| 2023-06-30 | 96 | US$1.1亿 | 0 | |
| 2023-03-31 | 93 | US$1.0亿 | 0 | |
| 2022-12-31 | 99 | US$9998.1万 | 0 | |
| 2022-09-30 | 93 | US$8557.2万 | 0 | |
| 2022-06-30 | 78 | US$8735.0万 | 0 | |
| 2022-03-31 | 82 | US$1.0亿 | 0 | |
| 2021-12-31 | 85 | US$9710.8万 | 0 |
Meixler Investment Management, Ltd. 在 2026-03-31 最显著的持仓异动： 新建仓: Global X Mlp ETF (MLPA); 新建仓: Esab CORP (ESAB); 清仓: Peakstone Realty Trust (PKST); 新建仓: Transportador Gas-adr Sp B (TGS); 新建仓: Energy Transfer LP (ET).