Entropy Technologies, LP
NEW YORK NY · SEC CIK 0001976151
$21.68亿2026Q1 申报市值
857持仓数
8.2%前十大占比 · 第一大 0.8%
257 / 228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
PEP 新建仓+$1,757.20万
MSFT 新建仓+$1,754.68万
FDX 加仓+$1,705.92万
MDT 重新持有+$1,649.88万
LMT 加仓+$1,559.21万
2026Q1 卖出最多 按季末市值估算
COP 减仓-$2,024.52万
EXXON MOBIL ORD 清仓-$1,482.12万
NOW 清仓-$1,480.50万
NFLX 清仓-$1,479.37万
ETN 清仓-$1,478.59万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO ORD | $1,757.20万 | 0.81% | 113,156 | 113,156 | — | $1,757.20万 | 新建仓 |
| DIS | WALT DISNEY ORD | $1,758.90万 | 0.81% | 182,496 | 139,545 | 324.9% | $1,344.93万 | 加仓 |
| AXP | AMERICAN EXPRESS ORD | $1,759.16万 | 0.81% | 58,158 | 18,290 | 45.9% | $553.24万 | 加仓 |
| MA | MASTERCARD CL A ORD | $1,759.25万 | 0.81% | 35,209 | 9,756 | 38.3% | $487.47万 | 加仓 |
| TT | TRANE TECHNOLOGIES ORD | $1,759.77万 | 0.81% | 42,227 | 4,282 | 11.3% | $178.45万 | 加仓 |
| BLK | BLACKROCK ORD | $1,760.03万 | 0.81% | 18,301 | 9,760 | 114.3% | $938.63万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES CL A ORD | $1,762.16万 | 0.81% | 120,465 | 37,075 | 44.5% | $542.33万 | 加仓 |
| PCG | PG&E ORD | $1,762.61万 | 0.81% | 1,003,193 | 305,126 | 43.7% | $536.11万 | 加仓 |
| MDT | MEDTRONIC ORD | $1,763.99万 | 0.81% | 203,577 | 190,407 | 1,445.8% | $1,649.88万 | 重新持有 |
| LMT | LOCKHEED MARTIN ORD | $1,764.70万 | 0.81% | 29,198 | 25,798 | 758.8% | $1,559.21万 | 加仓 |
| OXY | OCCIDENTAL PETROLEUM ORD | $1,765.28万 | 0.81% | 271,582 | -13,620 | -4.8% | -$88.53万 | 减仓 |
| CVX | CHEVRON ORD | $1,765.37万 | 0.81% | 85,325 | 1,373 | 1.6% | $28.41万 | 重新持有 |
| FDX | FEDEX ORD | $1,765.48万 | 0.81% | 49,567 | 47,895 | 2,864.5% | $1,705.92万 | 加仓 |
| CL | COLGATE PALMOLIVE ORD | $1,767.07万 | 0.82% | 207,329 | 166,612 | 409.2% | $1,420.03万 | 重新持有 |
| ABT | ABBOTT LABORATORIES ORD | $1,767.41万 | 0.82% | 172,145 | 54,121 | 45.9% | $555.66万 | 加仓 |
| COST | COSTCO WHOLESALE ORD | $1,772.15万 | 0.82% | 17,785 | 1,987 | 12.6% | $197.99万 | 加仓 |
| BSX | BOSTON SCIENTIFIC ORD | $1,775.62万 | 0.82% | 282,967 | 127,941 | 82.5% | $802.83万 | 加仓 |
| LNG | CHENIERE ENERGY ORD | $1,780.82万 | 0.82% | 62,758 | 42,966 | 217.1% | $1,219.20万 | 加仓 |