Clean Energy Transition LLP
LONDON X0 · SEC CIK 0001911523
$14.36亿2026Q2 申报市值
14持仓数
94.4%前十大占比 · 第一大 21.0%
2 / 3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
OTIS 加仓+$1.14亿
ED 新建仓+$6,849.98万
XEL 新建仓+$3,458.70万
OC 加仓+$2,073.35万
PNR 加仓+$1,627.22万
2026Q2 卖出最多 按季末市值估算
NVT 减仓-$8,795.36万
FANG 清仓-$5,662.95万
FSLR 减仓-$3,500.47万
EQT 减仓-$3,117.10万
WCC 清仓-$2,823.02万
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 |
|---|---|---|---|---|---|---|---|---|
| FSLR | FIRST SOLAR INC | $3.02亿 | 21.00% | 1,278,237 | -148,350 | -10.4% | -$3,500.47万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $2.48亿 | 17.24% | 2,630,774 | 29,384 | 1.1% | $276.56万 | 加仓 |
| EMR | EMERSON ELEC CO | $1.79亿 | 12.44% | 1,247,352 | 24,427 | 2.0% | $349.67万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $1.65亿 | 11.49% | 2,305,007 | 1,596,659 | 225.4% | $1.14亿 | 加仓 |
| NVT | NVENT ELEC PLC | $1.16亿 | 8.07% | 683,347 | -518,564 | -43.1% | -$8,795.36万 | 减仓 |
| OC | OWENS CORNING NEW | $1.12亿 | 7.81% | 705,286 | 130,432 | 22.7% | $2,073.35万 | 加仓 |
| RAL | RALLIANT CORP | $7,220.64万 | 5.03% | 980,665 | -156,300 | -13.7% | -$1,150.84万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $6,849.98万 | 4.77% | 619,179 | 619,179 | — | $6,849.98万 | 新建仓 |
| PNR | PENTAIR PLC | $5,965.18万 | 4.15% | 778,135 | 212,264 | 37.5% | $1,627.22万 | 加仓 |
| XEL | XCEL ENERGY INC | $3,458.70万 | 2.41% | 430,722 | 430,722 | — | $3,458.70万 | 新建仓 |
| FTV | FORTIVE CORP | $3,129.45万 | 2.18% | 512,269 | -212,712 | -29.3% | -$1,299.46万 | 减仓 |
| TKR | TIMKEN CO | $2,258.55万 | 1.57% | 155,419 | -176,321 | -53.2% | -$2,562.30万 | 减仓 |
| ETN | EATON CORP PLC | $1,785.83万 | 1.24% | 41,909 | -46,605 | -52.7% | -$1,985.93万 | 减仓 |
| EQT | EQT CORP | $841.46万 | 0.59% | 158,258 | -586,251 | -78.7% | -$3,117.10万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看跌期权 | $0 | 0.00% | 0 | -940,000 | -100.0% | -$3.18亿 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -286,311 | -100.0% | -$5,662.95万 | 清仓 |
| WCC | WESCO INTL INC | $0 | 0.00% | 0 | -103,173 | -100.0% | -$2,823.02万 | 清仓 |