Clean Energy Transition LLP
LONDON X0 · SEC CIK 0001911523
$15.37亿2026Q1 申报市值
15持仓数
88.2%前十大占比 · 第一大 20.7%
4 / 2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
FANG 新建仓+$5,662.95万
FSLR 加仓+$5,476.04万
EQT 新建仓+$4,738.06万
TKR 新建仓+$3,336.31万
PNR 加仓+$2,776.28万
2026Q1 卖出最多 按季末市值估算
CNI 清仓-$4,726.85万
NVT 减仓-$3,598.42万
WCC 减仓-$2,961.85万
SWK 减仓-$2,378.26万
FTV 减仓-$1,820.53万
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 |
|---|---|---|---|---|---|---|---|---|
| CNI | CANADIAN NATL RY CO | $0 | 0.00% | 0 | -478,184 | -100.0% | -$4,726.85万 | 清仓 |
| AAON | AAON INC | $0 | 0.00% | 0 | -44,134 | -100.0% | -$336.52万 | 清仓 |
| WCC | WESCO INTL INC | $2,823.02万 | 1.84% | 103,173 | -108,247 | -51.2% | -$2,961.85万 | 减仓 |
| ETN | EATON CORP PLC | $3,165.88万 | 2.06% | 88,514 | 36,371 | 69.8% | $1,300.88万 | 重新持有 |
| TKR | TIMKEN CO | $3,336.31万 | 2.17% | 331,740 | 331,740 | — | $3,336.31万 | 新建仓 |
| FTV | FORTIVE CORP | $4,007.70万 | 2.61% | 724,981 | -329,328 | -31.2% | -$1,820.53万 | 减仓 |
| RAL | RALLIANT CORP | $4,728.64万 | 3.08% | 1,136,965 | 235,008 | 26.1% | $977.40万 | 加仓 |
| EQT | EQT CORP | $4,738.06万 | 3.08% | 744,509 | 744,509 | — | $4,738.06万 | 新建仓 |
| PNR | PENTAIR PLC | $4,929.30万 | 3.21% | 565,871 | 318,710 | 128.9% | $2,776.28万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $5,459.95万 | 3.55% | 708,348 | 112,745 | 18.9% | $869.04万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $5,662.95万 | 3.68% | 286,311 | 286,311 | — | $5,662.95万 | 新建仓 |
| OC | OWENS CORNING NEW | $6,221.07万 | 4.05% | 574,854 | 11,312 | 2.0% | $122.42万 | 加仓 |
| NVT | NVENT ELECTRIC PLC | $1.42亿 | 9.25% | 1,201,911 | -304,229 | -20.2% | -$3,598.42万 | 减仓 |
| EMR | EMERSON ELEC CO | $1.60亿 | 10.42% | 1,222,925 | -128,299 | -9.5% | -$1,680.97万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $1.85亿 | 12.03% | 2,601,390 | -334,683 | -11.4% | -$2,378.26万 | 减仓 |
| FSLR | FIRST SOLAR INC | $2.81亿 | 18.31% | 1,426,587 | 277,605 | 24.2% | $5,476.04万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看跌期权 | $3.18亿 | 20.67% | 940,000 | 940,000 | — | $3.18亿 | 新建仓 |