Aventail Capital Group, LP
NEW YORK NY · SEC CIK 0001803822
$17.43亿2026Q2 申报市值
155持仓数
22.4%前十大占比 · 第一大 3.2%
42 / 59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
URI 新建仓+$3,375.11万
JCI 新建仓+$2,975.35万
TS 加仓+$2,622.31万
STRL 加仓+$2,551.15万
ED 新建仓+$2,354.96万
2026Q2 卖出最多 按季末市值估算
ETR 减仓-$4,081.32万
GEV 减仓-$3,330.14万
WWD 减仓-$2,574.04万
CNP 减仓-$2,463.11万
MOD 减仓-$2,298.59万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVT | NVENT ELEC PLC | $2,939.83万 | 1.69% | 173,329 | 133,523 | 335.4% | $2,264.68万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2,975.35万 | 1.71% | 203,638 | 203,638 | — | $2,975.35万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $3,001.82万 | 1.72% | 618,040 | 370,288 | 149.5% | $1,798.49万 | 加仓 |
| TS | TENARIS S A | $3,107.11万 | 1.78% | 559,941 | 472,574 | 540.9% | $2,622.31万 | 加仓 |
| URI | UNITED RENTALS INC | $3,375.11万 | 1.94% | 29,792 | 29,792 | — | $3,375.11万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $3,491.82万 | 2.00% | 41,601 | 30,394 | 271.2% | $2,551.15万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $3,495.29万 | 2.01% | 202,896 | -44,942 | -18.1% | -$774.22万 | 减仓 |
| NRG | NRG ENERGY INC | $3,521.02万 | 2.02% | 241,067 | -12,996 | -5.1% | -$189.82万 | 减仓 |
| BKV | BKV CORP | $3,676.61万 | 2.11% | 1,343,790 | 598,206 | 80.2% | $1,636.69万 | 加仓 |
| NXT | NEXTPOWER INC | $3,706.67万 | 2.13% | 311,119 | 80,947 | 35.2% | $964.40万 | 加仓 |
| ETR | ENTERGY CORP NEW | $3,873.11万 | 2.22% | 337,203 | -355,330 | -51.3% | -$4,081.32万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $4,001.11万 | 2.30% | 524,461 | 160,394 | 44.1% | $1,223.65万 | 加仓 |
| AEE | AMEREN CORP | $4,410.10万 | 2.53% | 390,136 | 78,566 | 25.2% | $888.11万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $5,569.20万 | 3.19% | 721,306 | 925 | 0.1% | $7.14万 | 加仓 |