Foresight Group Ltd Liability Partnership
London X0 · SEC CIK 0001943441
$5.66亿2026Q1 申报市值
59持仓数
43.5%前十大占比 · 第一大 4.8%
7 / 3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
SNPS 新建仓+$1,311.75万
APTV 加仓+$1,264.76万
FLUT 新建仓+$1,204.58万
BSY 新建仓+$1,148.98万
AWK 加仓+$1,010.41万
2026Q1 卖出最多 按季末市值估算
SLAB 清仓-$1,447.86万
NXT 减仓-$1,263.41万
MSA 减仓-$989.18万
DHR 清仓-$647.93万
EQIX 减仓-$571.54万
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 |
|---|---|---|---|---|---|---|---|---|
| APTV | APTIV PLC | $2,699.65万 | 4.77% | 388,774 | 182,137 | 88.1% | $1,264.76万 | 加仓 |
| ECL | ECOLAB INC | $2,645.52万 | 4.67% | 99,448 | -5,954 | -5.6% | -$158.39万 | 减仓 |
| GMED | GLOBUS MED INC | $2,532.27万 | 4.47% | 293,903 | -50,704 | -14.7% | -$436.87万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,503.93万 | 4.42% | 183,991 | 74,246 | 67.7% | $1,010.41万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $2,500.09万 | 4.42% | 119,610 | -16,098 | -11.9% | -$336.48万 | 减仓 |
| TRMB | TRIMBLE INC | $2,423.93万 | 4.28% | 371,597 | -1,092 | -0.3% | -$7.12万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,391.49万 | 4.22% | 48,654 | -2,229 | -4.4% | -$109.56万 | 减仓 |
| XYL | XYLEM INC | $2,358.38万 | 4.17% | 197,354 | -11,889 | -5.7% | -$142.07万 | 减仓 |
| ADSK | AUTODESK INC | $2,303.10万 | 4.07% | 96,203 | -57 | -0.1% | -$1.36万 | 减仓 |
| STE | STERIS PLC | $2,247.85万 | 3.97% | 101,653 | -6,775 | -6.2% | -$149.82万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $2,225.04万 | 3.93% | 195,213 | -575 | -0.3% | -$6.55万 | 减仓 |
| FSLR | FIRST SOLAR INC | $2,174.00万 | 3.84% | 110,210 | 380 | 0.3% | $7.50万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1,897.47万 | 3.35% | 108,294 | -11,911 | -9.9% | -$208.70万 | 减仓 |
| EQIX | EQUINIX INC | $1,718.47万 | 3.04% | 17,821 | -5,927 | -25.0% | -$571.54万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1,638.48万 | 2.89% | 96,189 | -27,825 | -22.4% | -$473.97万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1,331.80万 | 2.35% | 803,985 | -49,350 | -5.8% | -$81.75万 | 减仓 |
| SNPS | SYNOPSYS INC | $1,311.75万 | 2.32% | 33,085 | 33,085 | — | $1,311.75万 | 新建仓 |
| VLTO | VERALTO CORP | $1,230.10万 | 2.17% | 139,120 | -377 | -0.3% | -$3.33万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $1,204.58万 | 2.13% | 302,279 | 302,279 | — | $1,204.58万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,177.96万 | 2.08% | 28,266 | -510 | -1.8% | -$21.25万 | 减仓 |
| BSY | BENTLEY SYS INC | $1,148.98万 | 2.03% | 327,158 | 327,158 | — | $1,148.98万 | 新建仓 |
| POWI | POWER INTEGRATIONS INC | $1,123.71万 | 1.98% | 219,475 | -19 | -0.0% | -$973 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $1,122.02万 | 1.98% | 285,575 | -19,866 | -6.5% | -$78.05万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,090.03万 | 1.93% | 30,373 | -2,456 | -7.5% | -$88.14万 | 减仓 |
| MSA | MSA SAFETY INC | $1,003.60万 | 1.77% | 61,214 | -60,334 | -49.6% | -$989.18万 | 减仓 |
| NXT | NEXTPOWER INC | $965.04万 | 1.70% | 80,053 | -104,804 | -56.7% | -$1,263.41万 | 减仓 |
| VTR | VENTAS INC | $951.67万 | 1.68% | 116,591 | -15,985 | -12.1% | -$130.48万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $941.92万 | 1.66% | 55,397 | 183 | 0.3% | $3.11万 | 加仓 |
| ICLR | ICON PLC | $892.58万 | 1.58% | 80,660 | -233 | -0.3% | -$2.58万 | 减仓 |
| VRRM | VERRA MOBILITY CORP | $848.29万 | 1.50% | 593,623 | 29,770 | 5.3% | $42.54万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $831.20万 | 1.47% | 213,209 | 213,209 | — | $831.20万 | 新建仓 |
| EXC | EXELON CORP | $801.45万 | 1.42% | 163,495 | 163,495 | — | $801.45万 | 新建仓 |
| CCI | CROWN CASTLE INC | $593.15万 | 1.05% | 74,428 | -28,214 | -27.5% | -$224.85万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $560.63万 | 0.99% | 89,343 | 89,343 | — | $560.63万 | 新建仓 |
| DEA | EASTERLY GOVT PPTYS INC | $426.48万 | 0.75% | 199,012 | -71,355 | -26.4% | -$152.91万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $317.44万 | 0.56% | 10,814 | 2,008 | 22.8% | $58.94万 | 加仓 |
| PLD | PROLOGIS INC. | $269.54万 | 0.48% | 20,930 | -17,494 | -45.5% | -$225.29万 | 减仓 |
| RYN | RAYONIER INC | $216.35万 | 0.38% | 104,950 | 75,902 | 261.3% | $156.47万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $212.46万 | 0.38% | 9,076 | 4,487 | 97.8% | $105.03万 | 加仓 |
| CSX | CSX CORP | $188.47万 | 0.33% | 47,396 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC | $187.15万 | 0.33% | 121,406 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $143.19万 | 0.25% | 58,962 | -4,972 | -7.8% | -$12.07万 | 减仓 |
| ADC | AGREE RLTY CORP | $135.32万 | 0.24% | 18,056 | -1,156 | -6.0% | -$8.66万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $131.35万 | 0.23% | 10,379 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $128.05万 | 0.23% | 35,500 | -372 | -1.0% | -$1.34万 | 减仓 |
| DE | DEERE & CO | $110.06万 | 0.19% | 1,981 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $102.63万 | 0.18% | 27,446 | -5,861 | -17.6% | -$21.92万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $84.14万 | 0.15% | 17,226 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $78.52万 | 0.14% | 5,978 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $73.10万 | 0.13% | 26,157 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $68.41万 | 0.12% | 13,202 | 13,202 | — | $68.41万 | 新建仓 |
| OC | OWENS CORNING NEW | $62.30万 | 0.11% | 5,975 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $58.31万 | 0.10% | 9,713 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $54.54万 | 0.10% | 4,480 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $50.75万 | 0.09% | 2,598 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $48.46万 | 0.09% | 5,997 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $36.82万 | 0.07% | 13,036 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $26.25万 | 0.05% | 22,920 | 0 | 0.0% | — | 不变 |
| VITL | VITAL FARMS INC | $20.79万 | 0.04% | 15,759 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SLAB | SILICON LABORATORIES INC | $0 | 0.00% | 0 | -109,232 | -100.0% | -$1,447.86万 | 清仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -28,100 | -100.0% | -$647.93万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -41,739 | -100.0% | -$167.19万 | 清仓 |