Electron Capital Partners, LLC
NEW YORK NY · SEC CIK 0001586986
$25.05亿2026Q2 申报市值
46持仓数
60.6%前十大占比 · 第一大 11.2%
9 / 10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
FLEX 加仓+$1.51亿
FDXF 新建仓+$5,536.90万
XEL 加仓+$4,845.35万
CVNA 重新持有+$4,753.94万
GLW 新建仓+$4,183.07万
2026Q2 卖出最多 按季末市值估算
DOW 清仓-$7,986.93万
COHR 减仓-$6,898.53万
XLU 清仓-$5,691.54万
FDX 清仓-$5,669.14万
FE 减仓-$4,492.24万
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 |
|---|---|---|---|---|---|---|---|---|
| FLEX | FLEX LTD | $2.80亿 | 11.18% | 1,727,715 | 928,941 | 116.3% | $1.51亿 | 加仓 |
| MTZ | MASTEC INC | $2.58亿 | 10.30% | 620,190 | -92,823 | -13.0% | -$3,861.99万 | 减仓 |
| XEL | XCEL ENERGY INC | $2.03亿 | 8.09% | 2,522,174 | 603,406 | 31.4% | $4,845.35万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1.70亿 | 6.77% | 1,932,900 | -107,130 | -5.3% | -$940.28万 | 减仓 |
| ETR | ENTERGY CORP NEW | $1.54亿 | 6.15% | 1,340,648 | 75,328 | 6.0% | $865.22万 | 加仓 |
| COHR | COHERENT CORP | $1.09亿 | 4.36% | 277,072 | -174,881 | -38.7% | -$6,898.53万 | 减仓 |
| FE | FIRSTENERGY CORP | $9,731.32万 | 3.88% | 2,046,976 | -944,938 | -31.6% | -$4,492.24万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $9,092.86万 | 3.63% | 622,330 | 158,429 | 34.2% | $2,314.81万 | 加仓 |
| WMB | WILLIAMS COS INC | $8,584.00万 | 3.43% | 1,154,694 | 64,825 | 5.9% | $481.91万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $7,106.78万 | 2.84% | 286,137 | 63,413 | 28.5% | $1,574.99万 | 加仓 |
| CGNX | COGNEX CORP | $7,009.12万 | 2.80% | 967,843 | 79,229 | 8.9% | $573.78万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $6,998.98万 | 2.79% | 199,931 | 34,905 | 21.2% | $1,221.92万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $6,762.86万 | 2.70% | 359,077 | 17,721 | 5.2% | $333.76万 | 加仓 |
| PCG | PG&E CORP | $6,188.78万 | 2.47% | 3,679,420 | 198,038 | 5.7% | $333.10万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $5,536.90万 | 2.21% | 366,682 | 366,682 | — | $5,536.90万 | 新建仓 |
| ULS | UL SOLUTIONS INC | $5,404.54万 | 2.16% | 530,585 | -183,356 | -25.7% | -$1,867.66万 | 减仓 |
| CVNA | CARVANA CO | $5,352.00万 | 2.14% | 813,127 | 722,263 | 794.9% | $4,753.94万 | 重新持有 |
| NRG | NRG ENERGY INC | $5,223.62万 | 2.09% | 357,635 | -49,200 | -12.1% | -$718.62万 | 减仓 |
| GLW | CORNING INC | $4,183.07万 | 1.67% | 163,766 | 163,766 | — | $4,183.07万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $4,114.50万 | 1.64% | 415,103 | 415,103 | — | $4,114.50万 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $3,931.14万 | 1.57% | 672,680 | -405,998 | -37.6% | -$2,372.65万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $3,928.93万 | 1.57% | 6,681,859 | 1,302,198 | 24.2% | $765.69万 | 加仓 |
| ES | EVERSOURCE ENERGY | $3,665.27万 | 1.46% | 507,164 | 507,164 | — | $3,665.27万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $2,906.38万 | 1.16% | 4,788,098 | 159,781 | 3.5% | $96.99万 | 加仓 |
| TE | T1 ENERGY INC | $2,779.46万 | 1.11% | 2,931,918 | -2,997,667 | -50.6% | -$2,841.79万 | 减仓 |
| WOLF | WOLFSPEED INC | $2,756.36万 | 1.10% | 571,267 | 571,267 | — | $2,756.36万 | 新建仓 |
| EIX | EDISON INTL | $2,666.23万 | 1.06% | 358,124 | 18,455 | 5.4% | $137.40万 | 加仓 |
| MWH | SOLV ENERGY INC | $2,551.66万 | 1.02% | 749,386 | 28,088 | 3.9% | $95.64万 | 加仓 |
| GDS | GDS HLDGS LTD | $2,498.16万 | 1.00% | 831,889 | 50,910 | 6.5% | $152.88万 | 加仓 |
| RIG | TRANSOCEAN LTD | $2,274.92万 | 0.91% | 4,652,185 | 4,652,185 | — | $2,274.92万 | 新建仓 |
| NXT | NEXTPOWER INC | $2,121.11万 | 0.85% | 178,035 | 150,848 | 554.9% | $1,797.20万 | 加仓 |
| NPKI | NPK INTERNATIONAL INC | $1,860.36万 | 0.74% | 1,169,304 | 69,361 | 6.3% | $110.35万 | 加仓 |
| ALB | ALBEMARLE CORP | $1,853.33万 | 0.74% | 137,253 | -85,054 | -38.3% | -$1,148.48万 | 减仓 |
| GEV | GE VERNOVA INC | $1,665.36万 | 0.66% | 14,175 | -146 | -1.0% | -$17.15万 | 减仓 |
| FRVO | FERVO ENERGY CO | $1,344.11万 | 0.54% | 459,840 | 459,840 | — | $1,344.11万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $892.96万 | 0.36% | 26,670 | -275 | -1.0% | -$9.21万 | 减仓 |
| PWR | QUANTA SVCS INC | $670.50万 | 0.27% | 9,312 | -96 | -1.0% | -$6.91万 | 减仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $404.65万 | 0.16% | 342,633 | 342,633 | — | $404.65万 | 新建仓 |
| — | OPAL FUELS INC | $396.00万 | 0.16% | 1,800,000 | 0 | 0.0% | — | 不变 |
| ARRY | ARRAY TECHNOLOGIES INC | $290.39万 | 0.12% | 391,887 | -4,041 | -1.0% | -$2.99万 | 减仓 |
| NIO | NIO INC | $143.96万 | 0.06% | 284,515 | 284,515 | — | $143.96万 | 新建仓 |
| HSAI | HESAI GROUP | $109.41万 | 0.04% | 60,050 | -620 | -1.0% | -$1.13万 | 减仓 |
| WRD | WERIDE INC | $77.11万 | 0.03% | 132,500 | -1,367 | -1.0% | -$7,956 | 减仓 |
| PONY | PONY AI INC | $34.65万 | 0.01% | 49,853 | -514 | -1.0% | -$3,572 | 减仓 |
| EH | EHANG HLDGS LTD | $22.16万 | 0.01% | 33,825 | -349 | -1.0% | -$2,286 | 减仓 |
| — | SES AI CORPORATION | $7,948 | 0.00% | 239,752 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -518,000 | -100.0% | -$3.37亿 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP 看涨期权 | $0 | 0.00% | 0 | -320,000 | -100.0% | -$8,936.00万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -1,917,631 | -100.0% | -$7,986.93万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,240,257 | -100.0% | -$5,691.54万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -159,165 | -100.0% | -$5,669.14万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -1,598,292 | -100.0% | -$2,251.99万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -93,653 | -100.0% | -$1,863.98万 | 清仓 |
| ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | -488,852 | -100.0% | -$1,848.35万 | 清仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $0 | 0.00% | 0 | -528,663 | -100.0% | -$1,547.40万 | 清仓 |
| — | FTC SOLAR INC | $0 | 0.00% | 0 | -90,201 | -100.0% | -$34.10万 | 清仓 |