13F 机构持仓

Entropy Technologies, LP

NEW YORK NY · SEC CIK 0001976151

2026Q22026Q1 更早 9 个季度 🔒
$25.13亿2026Q2 申报市值
929持仓数
7.6%前十大占比 · 第一大 0.8%
292 / 353新建仓 / 清仓
申报市值走势$25.13亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NOC 0.8%
MA 0.8%
SHW 0.8%
COP 0.8%
WFC 0.8%
COF 0.8%
MCK 0.8%
PEP 0.8%
OXY 0.8%
ISRG 0.8%

2026Q2 买入最多 按季末市值估算

NOC 新建仓+$1,913.78万
WFC 新建仓+$1,894.89万
ISRG 新建仓+$1,889.50万
COP 加仓+$1,848.28万
INTU 新建仓+$1,817.13万

2026Q2 卖出最多 按季末市值估算

SNDK 减仓-$5,484.92万
LNG 清仓-$1,780.82万
CL 清仓-$1,767.07万
CVX 清仓-$1,765.37万
DIS 清仓-$1,758.90万

2026Q2 持仓明细 点表头排序 · 每页 100 行

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
LNG CHENIERE ENERGY ORD $00.00%0 -62,758-100.0% -$1,780.82万 清仓
CL COLGATE PALMOLIVE ORD $00.00%0 -207,329-100.0% -$1,767.07万 清仓
CVX CHEVRON ORD $00.00%0 -85,325-100.0% -$1,765.37万 清仓
DIS WALT DISNEY ORD $00.00%0 -182,496-100.0% -$1,758.90万 清仓
MSFT MICROSOFT ORD $00.00%0 -47,402-100.0% -$1,754.68万 清仓
AVGO BROADCOM ORD $00.00%0 -52,841-100.0% -$1,635.48万 清仓
WDC WESTERN DIGITAL ORD $00.00%0 -55,665-100.0% -$1,505.68万 清仓
RKLB ROCKET LAB ORD $00.00%0 -229,692-100.0% -$1,475.08万 清仓
AMT AMERICAN TOWER REIT $00.00%0 -83,659-100.0% -$1,443.79万 清仓
MET METLIFE ORD $00.00%0 -192,996-100.0% -$1,364.87万 清仓
URI UNITED RENTAL ORD $00.00%0 -18,515-100.0% -$1,348.93万 清仓
ADP AUTOMATIC DATA PROCESSING ORD $00.00%0 -61,545-100.0% -$1,250.47万 清仓
BX BLACKSTONE ORD $00.00%0 -100,845-100.0% -$1,159.62万 清仓
IBM INTERNATIONAL BUSINESS MACHINES ORD $00.00%0 -40,997-100.0% -$993.73万 清仓
SBAC SBA COMMUNICATIONS CL A REIT ORD $00.00%0 -51,407-100.0% -$884.77万 清仓
CRDO CREDO TECHNOLOGY GROUP HOLDING ORD $00.00%0 -91,409-100.0% -$858.06万 清仓
V VISA CL A ORD $00.00%0 -28,222-100.0% -$852.98万 清仓
GS GOLDMAN SACHS GROUP ORD $00.00%0 -9,740-100.0% -$823.99万 清仓
BN BROOKFIELD CL A ORD $00.00%0 -180,092-100.0% -$728.83万 清仓
RF REGIONS FINANCIAL ORD $00.00%0 -270,353-100.0% -$706.16万 清仓
ADBE ADOBE ORD $00.00%0 -28,930-100.0% -$703.23万 清仓
NDAQ NASDAQ ORD $00.00%0 -81,745-100.0% -$693.93万 清仓
BALL BALL ORD $00.00%0 -117,131-100.0% -$692.36万 清仓
LEN LENNAR CL A ORD $00.00%0 -78,944-100.0% -$685.55万 清仓
ACN ACCENTURE CL A ORD $00.00%0 -34,244-100.0% -$679.02万 清仓
SYK STRYKER ORD $00.00%0 -19,405-100.0% -$637.63万 清仓
LIN LINDE ORD $00.00%0 -12,588-100.0% -$624.06万 清仓
BMY BRISTOL MYERS SQUIBB ORD $00.00%0 -98,252-100.0% -$595.90万 清仓
AJG ARTHUR J GALLAGHER ORD $00.00%0 -24,482-100.0% -$530.23万 清仓
NU NU HOLDINGS CL A ORD $00.00%0 -364,456-100.0% -$523.72万 清仓
JEF JEFFERIES FINANCIAL GROUP ORD $00.00%0 -124,782-100.0% -$514.98万 清仓
CI CIGNA ORD $00.00%0 -17,651-100.0% -$470.84万 清仓
TOL TOLL BROTHERS ORD $00.00%0 -33,775-100.0% -$460.93万 清仓
VTR VENTAS REIT ORD $00.00%0 -56,357-100.0% -$460.89万 清仓
AON AON CL A ORD $00.00%0 -13,833-100.0% -$446.50万 清仓
CMCSA COMCAST CL A ORD $00.00%0 -155,234-100.0% -$445.68万 清仓
RBLX ROBLOX CL A ORD $00.00%0 -77,272-100.0% -$437.05万 清仓
KMB KIMBERLY CLARK ORD $00.00%0 -45,256-100.0% -$436.58万 清仓
MKC MCCORMICK ORD $00.00%0 -86,421-100.0% -$435.91万 清仓
OVV OVINTIV ORD $00.00%0 -72,037-100.0% -$427.61万 清仓
NSC NORFOLK SOUTHERN ORD $00.00%0 -14,756-100.0% -$423.50万 清仓
SCCO SOUTHERN COPPER ORD $00.00%0 -24,545-100.0% -$422.32万 清仓
CMS CMS ENERGY ORD $00.00%0 -54,041-100.0% -$419.25万 清仓
VMI VALMONT INDS ORD $00.00%0 -10,368-100.0% -$414.27万 清仓
NWSA NEWS CL A ORD $00.00%0 -163,072-100.0% -$406.54万 清仓
HEI HEICO ORD $00.00%0 -14,629-100.0% -$401.13万 清仓
VZ VERIZON COMMUNICATIONS ORD $00.00%0 -77,400-100.0% -$388.55万 清仓
GRMN GARMIN ORD $00.00%0 -15,485-100.0% -$359.27万 清仓
BAM BROOKFIELD ASSET MNGMT CL A ORD $00.00%0 -80,257-100.0% -$356.74万 清仓
CP CANADIAN PACIFIC KANSAS CITY ORD $00.00%0 -44,997-100.0% -$353.95万 清仓
VEEV VEEVA SYSTEMS ORD $00.00%0 -19,503-100.0% -$342.59万 清仓
OGE OGE ENERGY ORD $00.00%0 -70,985-100.0% -$340.44万 清仓
RNR RENAISSANCERE ORD $00.00%0 -11,446-100.0% -$340.21万 清仓
FDS FACTSET RESEARCH SYSTEMS ORD $00.00%0 -15,432-100.0% -$334.86万 清仓
SLB SLB ORD $00.00%0 -65,056-100.0% -$334.32万 清仓
BTI BRITISH AMERICAN TOBACCO ADR REP ORD $00.00%0 -56,495-100.0% -$330.33万 清仓
TEAM ATLASSIAN CL A ORD $00.00%0 -48,081-100.0% -$328.15万 清仓
ROP ROPER TECHNOLOGIES ORD $00.00%0 -9,172-100.0% -$324.56万 清仓
AMGN AMGEN ORD $00.00%0 -9,161-100.0% -$322.33万 清仓
TDG TRANSDIGM GROUP ORD $00.00%0 -2,705-100.0% -$313.50万 清仓
DVA DAVITA ORD $00.00%0 -20,143-100.0% -$309.58万 清仓
DHI D R HORTON ORD $00.00%0 -21,759-100.0% -$298.58万 清仓
SM SM ENERGY ORD $00.00%0 -95,162-100.0% -$296.72万 清仓
MDGL MADRIGAL PHARMACEUTICALS ORD $00.00%0 -5,626-100.0% -$294.50万 清仓
EHC ENCOMPASS HEALTH ORD $00.00%0 -29,924-100.0% -$289.45万 清仓
RGA REINSURANCE GROUP OF AMER ORD $00.00%0 -13,990-100.0% -$285.62万 清仓
VTRS VIATRIS ORD $00.00%0 -211,354-100.0% -$285.54万 清仓
ROKU ROKU CL A ORD $00.00%0 -29,103-100.0% -$275.37万 清仓
DOX AMDOCS ORD $00.00%0 -41,757-100.0% -$272.51万 清仓
CHE CHEMED ORD $00.00%0 -7,195-100.0% -$271.78万 清仓
NGG NATIONAL GRID ADR REP 5 ORD $00.00%0 -31,905-100.0% -$269.92万 清仓
DKNG DRAFTKINGS CL A ORD $00.00%0 -123,466-100.0% -$266.93万 清仓
DUK DUKE ENERGY ORD $00.00%0 -20,373-100.0% -$266.76万 清仓
ARMK ARAMARK ORD $00.00%0 -62,958-100.0% -$255.23万 清仓
AYI ACUITY ORD $00.00%0 -9,061-100.0% -$253.91万 清仓
ESS ESSEX PROPERTY REIT ORD $00.00%0 -10,420-100.0% -$252.16万 清仓
INCY INCYTE ORD $00.00%0 -26,077-100.0% -$245.44万 清仓
OTIS OTIS WORLDWIDE ORD $00.00%0 -31,787-100.0% -$245.01万 清仓
SHOP SHOPIFY CL A SUB VTG ORD $00.00%0 -20,515-100.0% -$243.35万 清仓
SBRA SABRA HEALTH CARE REIT ORD $00.00%0 -124,068-100.0% -$238.58万 清仓
RRC RANGE RESOURCES ORD $00.00%0 -52,114-100.0% -$235.45万 清仓
RYAN RYAN SPECIALTY HOLDINGS CL A ORD $00.00%0 -64,877-100.0% -$218.90万 清仓
OLED UNIVERSAL DISPLAY ORD $00.00%0 -23,691-100.0% -$217.15万 清仓
AMG AFFILIATED MANAGERS GROUP ORD $00.00%0 -7,832-100.0% -$216.71万 清仓
CLF CLEVELAND CLIFFS ORD $00.00%0 -255,147-100.0% -$215.60万 清仓
VMC VULCAN MATERIALS ORD $00.00%0 -7,832-100.0% -$213.27万 清仓
EXP EAGLE MATERIALS ORD $00.00%0 -11,039-100.0% -$209.13万 清仓
CRBG COREBRIDGE FINANCIAL ORD $00.00%0 -87,055-100.0% -$207.71万 清仓
CVS CVS HEALTH ORD $00.00%0 -28,146-100.0% -$202.14万 清仓
TPG TPG CL A ORD $00.00%0 -48,399-100.0% -$196.06万 清仓
INVH INVITATION HOMES ORD $00.00%0 -78,785-100.0% -$195.78万 清仓
RCL ROYAL CARIBBEAN GROUP ORD $00.00%0 -7,015-100.0% -$193.04万 清仓
SONY SONY GROUP ADR REP ORD $00.00%0 -92,987-100.0% -$192.48万 清仓
BMNR BITMINE IMMERSION TECHNOLOGIES ORD $00.00%0 -96,341-100.0% -$190.56万 清仓
GNTX GENTEX ORD $00.00%0 -87,044-100.0% -$190.19万 清仓
FFIN FIRST FINANCIAL BANKSHARES ORD $00.00%0 -62,236-100.0% -$183.28万 清仓
SEB SEABOARD ORD $00.00%0 -313-100.0% -$176.97万 清仓
CVCO CAVCO INDUSTRIES ORD $00.00%0 -3,624-100.0% -$175.51万 清仓
NOV NOV ORD $00.00%0 -93,045-100.0% -$175.02万 清仓
AGX ARGAN ORD $00.00%0 -3,190-100.0% -$173.74万 清仓