Aristotle Atlantic Partners, LLC
SARASOTA FL · SEC CIK 0001697267
$21.36亿2026Q1 申报市值
119持仓数
45.2%前十大占比 · 第一大 9.9%
33 / 3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
AMAT 加仓+$1,608.15万
AWK 加仓+$1,172.52万
COHR 新建仓+$896.22万
CRWD 加仓+$722.30万
GOOGL 加仓+$702.34万
2026Q1 卖出最多 按季末市值估算
NEE 减仓-$1,306.83万
POTLATCHDELTIC C 清仓-$603.31万
ADI 减仓-$548.89万
ROP 减仓-$513.27万
GH 减仓-$451.28万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| ECL | ECOLAB INC | $53.20万 | 0.02% | 2,000 | 2,000 | — | $53.20万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $52.43万 | 0.02% | 4,000 | 4,000 | — | $52.43万 | 新建仓 |
| BA | BOEING CO | $49.76万 | 0.02% | 2,500 | 2,500 | — | $49.76万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $48.34万 | 0.02% | 6,000 | 6,000 | — | $48.34万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $41.38万 | 0.02% | 2,000 | 2,000 | — | $41.38万 | 新建仓 |
| SPXC | SPX TECHNOLOGIES INC | $38.83万 | 0.02% | 1,942 | -500 | -20.5% | -$10.00万 | 减仓 |
| CSCO | CISCO SYS INC | $38.80万 | 0.02% | 5,000 | 5,000 | — | $38.80万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $37.59万 | 0.02% | 4,000 | 4,000 | — | $37.59万 | 新建仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $37.20万 | 0.02% | 24,953 | 24,953 | — | $37.20万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $36.67万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $33.71万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $29.18万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $28.09万 | 0.01% | 1,500 | 1,500 | — | $28.09万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $27.04万 | 0.01% | 3,000 | 3,000 | — | $27.04万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $27.03万 | 0.01% | 1,500 | 1,500 | — | $27.03万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $26.21万 | 0.01% | 1,350 | 1,350 | — | $26.21万 | 新建仓 |
| MET | METLIFE INC | $21.22万 | 0.01% | 3,000 | 3,000 | — | $21.22万 | 新建仓 |
| NKE | NIKE INC | $21.13万 | 0.01% | 4,000 | 4,000 | — | $21.13万 | 新建仓 |
| OKE | ONEOK INC NEW | $20.79万 | 0.01% | 2,300 | 2,300 | — | $20.79万 | 新建仓 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -151,661 | -100.0% | -$603.31万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -2,300 | -100.0% | -$47.43万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -1,000 | -100.0% | -$22.89万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |