Foresight Group Ltd Liability Partnership
London X0 · SEC CIK 0001943441
$5.56亿2026Q2 申报市值
62持仓数
39.3%前十大占比 · 第一大 4.5%
4 / 4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
VGNT 新建仓+$1,057.28万
CVSA 新建仓+$963.64万
TTEK 新建仓+$768.44万
SUNB 新建仓+$673.09万
ICLR 加仓+$666.61万
2026Q2 卖出最多 按季末市值估算
FSLR 减仓-$1,333.36万
FLUT 清仓-$1,204.58万
POWI 清仓-$1,123.71万
SW 重新持有-$1,085.65万
VRRM 清仓-$848.29万
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 |
|---|---|---|---|---|---|---|---|---|
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -302,279 | -100.0% | -$1,204.58万 | 清仓 |
| POWI | POWER INTEGRATIONS INC | $0 | 0.00% | 0 | -219,475 | -100.0% | -$1,123.71万 | 清仓 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | -593,623 | -100.0% | -$848.29万 | 清仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $0 | 0.00% | 0 | -213,209 | -100.0% | -$831.20万 | 清仓 |
| VITL | VITAL FARMS INC | $34.04万 | 0.06% | 29,399 | 13,640 | 86.6% | $15.80万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $36.34万 | 0.07% | 22,920 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $42.70万 | 0.08% | 5,997 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $49.65万 | 0.09% | 13,036 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $59.54万 | 0.11% | 2,598 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $62.09万 | 0.11% | 9,713 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $62.19万 | 0.11% | 4,480 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $87.88万 | 0.16% | 13,202 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $88.48万 | 0.16% | 26,157 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $92.96万 | 0.17% | 18,872 | 1,646 | 9.6% | $8.11万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $94.19万 | 0.17% | 22,347 | -5,099 | -18.6% | -$21.49万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $110.64万 | 0.20% | 7,035 | 1,057 | 17.7% | $16.62万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $111.19万 | 0.20% | 28,807 | -6,693 | -18.9% | -$25.83万 | 减仓 |
| OC | OWENS CORNING NEW | $112.60万 | 0.20% | 7,144 | 1,169 | 19.6% | $18.43万 | 加仓 |
| ADC | AGREE RLTY CORP | $121.53万 | 0.22% | 15,903 | -2,153 | -11.9% | -$16.45万 | 减仓 |
| DE | DEERE & CO | $124.29万 | 0.22% | 1,981 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $127.65万 | 0.23% | 26,808 | -20,588 | -43.4% | -$98.03万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $151.22万 | 0.27% | 10,379 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $154.15万 | 0.28% | 64,742 | 5,780 | 9.8% | $13.76万 | 加仓 |
| — | DIGITALBRIDGE GROUP INC | $191.64万 | 0.34% | 121,406 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $193.44万 | 0.35% | 92,003 | -12,947 | -12.3% | -$27.22万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $214.85万 | 0.39% | 8,869 | -1,945 | -18.0% | -$47.12万 | 减仓 |
| PLD | PROLOGIS INC. | $218.72万 | 0.39% | 16,029 | -4,901 | -23.4% | -$66.88万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $222.18万 | 0.40% | 6,749 | -2,327 | -25.6% | -$76.61万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $498.97万 | 0.90% | 198,278 | -734 | -0.4% | -$1.85万 | 减仓 |
| NVO | NOVO-NORDISK A S | $527.69万 | 0.95% | 109,935 | -13,824 | -11.2% | -$66.36万 | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP | $537.24万 | 0.97% | 126,468 | 37,125 | 41.6% | $157.71万 | 加仓 |
| CCI | CROWN CASTLE INC | $574.96万 | 1.03% | 75,663 | 1,235 | 1.7% | $9.38万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $673.09万 | 1.21% | 92,217 | 92,217 | — | $673.09万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $768.44万 | 1.38% | 269,580 | 269,580 | — | $768.44万 | 新建仓 |
| NXT | NEXTPOWER INC | $822.77万 | 1.48% | 71,334 | -8,719 | -10.9% | -$100.56万 | 减仓 |
| BSY | BENTLEY SYS INC | $869.51万 | 1.56% | 293,803 | -33,355 | -10.2% | -$98.71万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $911.35万 | 1.64% | 63,491 | 8,094 | 14.6% | $116.18万 | 加仓 |
| EXC | EXELON CORP | $930.37万 | 1.67% | 198,415 | 34,920 | 21.4% | $163.74万 | 加仓 |
| MSA | MSA SAFETY INC | $942.18万 | 1.70% | 54,195 | -7,019 | -11.5% | -$122.03万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $945.03万 | 1.70% | 253,428 | 33,313 | 15.1% | $124.22万 | 重新持有 |
| CVSA | COVISTA INC | $963.64万 | 1.73% | 77,264 | 77,264 | — | $963.64万 | 新建仓 |
| VGNT | VERSIGENT PLC | $1,057.28万 | 1.90% | 262,320 | 262,320 | — | $1,057.28万 | 新建仓 |
| VLTO | VERALTO CORP | $1,123.86万 | 2.02% | 127,342 | -11,778 | -8.5% | -$103.95万 | 减仓 |
| VTR | VENTAS INC | $1,125.01万 | 2.02% | 126,030 | 9,439 | 8.1% | $84.26万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $1,149.43万 | 2.07% | 330,485 | 44,910 | 15.7% | $156.20万 | 加仓 |
| SNPS | SYNOPSYS INC | $1,221.28万 | 2.20% | 27,577 | -5,508 | -16.6% | -$243.93万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $1,243.35万 | 2.24% | 270,883 | -236,525 | -46.6% | -$1,085.65万 | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $1,264.58万 | 2.28% | 25,643 | -2,623 | -9.3% | -$129.35万 | 减仓 |
| FSLR | FIRST SOLAR INC | $1,264.62万 | 2.28% | 53,647 | -56,563 | -51.3% | -$1,333.36万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,347.22万 | 2.42% | 27,378 | -2,995 | -9.9% | -$147.38万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1,606.34万 | 2.89% | 97,840 | 1,651 | 1.7% | $27.11万 | 加仓 |
| EQIX | EQUINIX INC | $1,629.34万 | 2.93% | 15,493 | -2,328 | -13.1% | -$244.83万 | 减仓 |
| ADSK | AUTODESK INC | $1,679.90万 | 3.02% | 86,508 | -9,695 | -10.1% | -$188.27万 | 减仓 |
| TRMB | TRIMBLE INC | $1,702.39万 | 3.06% | 336,440 | -35,157 | -9.5% | -$177.89万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1,750.78万 | 3.15% | 808,489 | 4,504 | 0.6% | $9.75万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1,824.08万 | 3.28% | 100,750 | -7,544 | -7.0% | -$136.58万 | 减仓 |
| STE | STERIS PLC | $1,880.96万 | 3.38% | 89,732 | -11,921 | -11.7% | -$249.89万 | 减仓 |
| GMED | GLOBUS MED INC | $1,975.97万 | 3.56% | 254,030 | -39,873 | -13.6% | -$310.15万 | 减仓 |
| ICLR | ICON PUB LTD CO | $2,062.43万 | 3.71% | 119,181 | 38,521 | 47.8% | $666.61万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $2,131.72万 | 3.84% | 105,882 | -13,728 | -11.5% | -$276.39万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,170.14万 | 3.90% | 43,414 | -5,240 | -10.8% | -$261.93万 | 减仓 |
| APTV | APTIV PLC | $2,232.47万 | 4.02% | 369,767 | -19,007 | -4.9% | -$114.75万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $2,233.02万 | 4.02% | 170,779 | -24,434 | -12.5% | -$319.49万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,311.17万 | 4.16% | 174,231 | -9,760 | -5.3% | -$129.47万 | 减仓 |
| XYL | XYLEM INC | $2,385.02万 | 4.29% | 202,120 | 4,766 | 2.4% | $56.24万 | 加仓 |
| ECL | ECOLAB INC | $2,474.39万 | 4.45% | 88,745 | -10,703 | -10.8% | -$298.42万 | 减仓 |