Elemental Capital Partners LLC
SAN FRANCISCO CA · SEC CIK 0001860672
$2.35亿2026Q1 申报市值
12持仓数
99.6%前十大占比 · 第一大 63.9%
7 / 1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
INDI 加仓+$1,526.82万
CRDO 加仓+$388.23万
LRCX 加仓+$132.11万
AEP 新建仓+$113.08万
ARCC 新建仓+$96.66万
2026Q1 卖出最多 按季末市值估算
MRVL 清仓-$1,694.56万
BE 减仓-$887.19万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | $1.50亿 | 63.89% | 1,107,420 | -65,480 | -5.6% | -$887.19万 | 减仓 |
| INDI | INDIE SEMICONDUCTOR INC | $4,071.49万 | 17.34% | 12,644,393 | 4,741,680 | 60.0% | $1,526.82万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2,192.50万 | 9.34% | 233,568 | 41,358 | 21.5% | $388.23万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,228.22万 | 5.23% | 57,485 | 6,183 | 12.1% | $132.11万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $458.38万 | 1.95% | 26,283 | 746 | 2.9% | $13.01万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $113.08万 | 0.48% | 8,627 | 8,627 | — | $113.08万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $96.66万 | 0.41% | 53,643 | 53,643 | — | $96.66万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $93.49万 | 0.40% | 48,439 | 48,439 | — | $93.49万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $84.53万 | 0.36% | 37,584 | 37,584 | — | $84.53万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $57.13万 | 0.24% | 11,380 | 11,380 | — | $57.13万 | 新建仓 |
| PFE | PFIZER INC | $57.03万 | 0.24% | 20,310 | 20,310 | — | $57.03万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $28.48万 | 0.12% | 12,753 | 12,753 | — | $28.48万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -199,407 | -100.0% | -$1,694.56万 | 清仓 |