Entropy Technologies, LP
NEW YORK NY · SEC CIK 0001976151
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AMH | AMERICAN HOMES 4 RENT | $111.77万 | 0.04% | 33,344 | -150,659 | -81.9% | -$505.01万 | 减仓 |
| UE | URBAN EDGE PPTYS | $112.62万 | 0.04% | 49,221 | 49,221 | — | $112.62万 | 新建仓 |
| NTSK | NETSKOPE INC | $113.09万 | 0.05% | 103,372 | 76,223 | 280.8% | $83.39万 | 加仓 |
| UDR | UDR INC | $113.52万 | 0.05% | 28,438 | 28,438 | — | $113.52万 | 新建仓 |
| ALB | ALBEMARLE CORP | $113.72万 | 0.05% | 8,422 | -7,354 | -46.6% | -$99.30万 | 减仓 |
| CBC | CENTRAL BANCOMPANY | $114.55万 | 0.05% | 37,705 | 37,705 | — | $114.55万 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $115.01万 | 0.05% | 36,980 | 36,980 | — | $115.01万 | 新建仓 |
| TDS | TELEPHONE & DATA SYS INC | $115.16万 | 0.05% | 31,117 | 10,095 | 48.0% | $37.36万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $115.94万 | 0.05% | 16,027 | 16,027 | — | $115.94万 | 新建仓 |
| NNN | NNN REIT INC | $116.57万 | 0.05% | 25,053 | 25,053 | — | $116.57万 | 新建仓 |
| PARR | PAR PAC HOLDINGS INC | $116.57万 | 0.05% | 20,787 | 10,998 | 112.4% | $61.68万 | 加仓 |
| — | NUVALENT INC | $116.88万 | 0.05% | 9,464 | 1,204 | 14.6% | $14.87万 | 加仓 |
| FCEL | FUELCELL ENERGY INC | $116.92万 | 0.05% | 32,469 | -5,050 | -13.5% | -$18.19万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $117.07万 | 0.05% | 152,437 | 131,340 | 622.6% | $100.87万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $117.30万 | 0.05% | 11,402 | 2,270 | 24.9% | $23.35万 | 重新持有 |
| BMI | BADGER METER INC | $118.41万 | 0.05% | 7,980 | 3,859 | 93.6% | $57.26万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $119.59万 | 0.05% | 66,696 | 28,189 | 73.2% | $50.54万 | 加仓 |
| ESNT | ESSENT GROUP LTD | $119.65万 | 0.05% | 18,614 | 18,614 | — | $119.65万 | 新建仓 |
| ENS | ENERSYS | $119.81万 | 0.05% | 5,124 | -4,924 | -49.0% | -$115.13万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $120.42万 | 0.05% | 2,625 | -2,691 | -50.6% | -$123.45万 | 重新持有 |
| DCI | DONALDSON INC | $122.29万 | 0.05% | 13,623 | -1,137 | -7.7% | -$10.21万 | 重新持有 |
| KVYO | KLAVIYO INC | $122.39万 | 0.05% | 81,055 | 69,225 | 585.2% | $104.53万 | 重新持有 |
| DGX | QUEST DIAGNOSTICS INC | $122.49万 | 0.05% | 5,779 | -5,601 | -49.2% | -$118.71万 | 重新持有 |
| VAL | VALARIS LTD | $122.85万 | 0.05% | 16,921 | 8,906 | 111.1% | $64.66万 | 加仓 |
| CG | CARLYLE GROUP INC | $123.69万 | 0.05% | 29,373 | -67,192 | -69.6% | -$282.95万 | 减仓 |
| FSLY | FASTLY INC | $124.21万 | 0.05% | 67,655 | 48,954 | 261.8% | $89.88万 | 加仓 |
| — | ARCOSA INC | $124.22万 | 0.05% | 8,550 | 8,550 | — | $124.22万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $124.33万 | 0.05% | 26,038 | 19,579 | 303.1% | $93.49万 | 加仓 |
| IEX | IDEX CORP | $124.71万 | 0.05% | 5,495 | 5,495 | — | $124.71万 | 新建仓 |
| PBF | PBF ENERGY INC | $125.35万 | 0.05% | 27,537 | -34,718 | -55.8% | -$158.04万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $125.53万 | 0.05% | 7,531 | -48,902 | -86.7% | -$815.15万 | 减仓 |
| NXT | NEXTPOWER INC | $125.99万 | 0.05% | 10,575 | 10,575 | — | $125.99万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $126.90万 | 0.05% | 41,322 | 41,322 | — | $126.90万 | 新建仓 |
| SKT | TANGER INC | $127.01万 | 0.05% | 32,180 | 32,180 | — | $127.01万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $127.21万 | 0.05% | 12,533 | 12,533 | — | $127.21万 | 新建仓 |
| RDN | RADIAN GROUP INC | $127.46万 | 0.05% | 33,836 | 33,836 | — | $127.46万 | 新建仓 |
| CTRE | CARETRUST REIT INC | $127.53万 | 0.05% | 31,606 | -1,848 | -5.5% | -$7.46万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $127.67万 | 0.05% | 8,921 | -300 | -3.3% | -$4.29万 | 减仓 |
| WRB | BERKLEY W R CORP | $127.77万 | 0.05% | 18,116 | -15,380 | -45.9% | -$108.48万 | 减仓 |
| WING | WINGSTOP INC | $129.38万 | 0.05% | 7,461 | 5,141 | 221.6% | $89.15万 | 重新持有 |
| EFSC | ENTERPRISE FINL SVCS CORP | $129.52万 | 0.05% | 19,660 | 13,694 | 229.5% | $90.22万 | 加仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $130.70万 | 0.05% | 15,006 | 15,006 | — | $130.70万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $131.84万 | 0.05% | 26,775 | -12,379 | -31.6% | -$60.95万 | 重新持有 |
| WH | WYNDHAM HOTELS & RESORTS INC | $132.83万 | 0.05% | 15,774 | 368 | 2.4% | $3.10万 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $132.93万 | 0.05% | 37,068 | 17,598 | 90.4% | $63.11万 | 加仓 |
| FBK | FB FINL CORP | $133.11万 | 0.05% | 24,048 | 24,048 | — | $133.11万 | 新建仓 |
| PRI | PRIMERICA INC | $133.12万 | 0.05% | 4,684 | 1,101 | 30.7% | $31.29万 | 加仓 |
| GMAB | GENMAB A/S | $133.65万 | 0.05% | 48,654 | 48,654 | — | $133.65万 | 新建仓 |
| VFC | V F CORP | $134.03万 | 0.05% | 80,351 | 32,388 | 67.5% | $54.02万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $134.09万 | 0.05% | 12,077 | 1,759 | 17.0% | $19.53万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $134.27万 | 0.05% | 19,714 | 19,714 | — | $134.27万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $134.82万 | 0.05% | 9,227 | -68,409 | -88.1% | -$999.52万 | 减仓 |
| OPLN | OPENLANE INC | $134.95万 | 0.05% | 32,724 | 13,394 | 69.3% | $55.24万 | 加仓 |
| TTC | TORO CO | $135.18万 | 0.05% | 13,876 | 11,376 | 455.0% | $110.82万 | 加仓 |
| BBY | BEST BUY INC | $135.23万 | 0.05% | 17,822 | -28,414 | -61.5% | -$215.61万 | 减仓 |
| ILMN | ILLUMINA INC | $135.85万 | 0.05% | 7,726 | 7,726 | — | $135.85万 | 新建仓 |
| IT | GARTNER INC | $137.10万 | 0.05% | 10,577 | 10,577 | — | $137.10万 | 新建仓 |
| SRE | SEMPRA | $137.10万 | 0.05% | 14,788 | -28,346 | -65.7% | -$262.80万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $137.29万 | 0.05% | 17,454 | 12,821 | 276.7% | $100.85万 | 加仓 |
| DAVE | DAVE INC | $137.86万 | 0.05% | 3,700 | 3,700 | — | $137.86万 | 新建仓 |
| LINE | LINEAGE INC | $139.01万 | 0.06% | 32,142 | 25,178 | 361.5% | $108.89万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $139.70万 | 0.06% | 9,556 | 7,742 | 426.8% | $113.18万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $140.22万 | 0.06% | 20,012 | -28,373 | -58.6% | -$198.81万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $140.78万 | 0.06% | 3,751 | -22,710 | -85.8% | -$852.35万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $140.97万 | 0.06% | 12,707 | 12,707 | — | $140.97万 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC | $141.35万 | 0.06% | 104,471 | 104,471 | — | $141.35万 | 新建仓 |
| EMR | EMERSON ELEC CO | $142.33万 | 0.06% | 9,943 | 9,943 | — | $142.33万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $142.53万 | 0.06% | 134,845 | -75,536 | -35.9% | -$79.84万 | 减仓 |
| PJT | PJT PARTNERS INC | $142.58万 | 0.06% | 9,446 | 3,606 | 61.7% | $54.43万 | 加仓 |
| HUBB | HUBBELL INC | $143.15万 | 0.06% | 2,736 | 2,736 | — | $143.15万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $144.09万 | 0.06% | 10,461 | -15,886 | -60.3% | -$218.81万 | 减仓 |
| VVV | VALVOLINE INC | $144.27万 | 0.06% | 36,486 | -12,768 | -25.9% | -$50.48万 | 减仓 |
| MDT | MEDTRONIC PLC | $144.60万 | 0.06% | 18,484 | -185,093 | -90.9% | -$1,447.98万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $145.24万 | 0.06% | 29,095 | 29,095 | — | $145.24万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $146.12万 | 0.06% | 39,363 | 39,363 | — | $146.12万 | 新建仓 |
| TDC | TERADATA CORP DEL | $146.99万 | 0.06% | 42,421 | 42,421 | — | $146.99万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $148.07万 | 0.06% | 44,345 | -65,382 | -59.6% | -$218.31万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $148.18万 | 0.06% | 28,562 | -8,527 | -23.0% | -$44.24万 | 减仓 |
| LMND | LEMONADE INC | $148.45万 | 0.06% | 22,821 | 22,821 | — | $148.45万 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $149.56万 | 0.06% | 72,358 | 30,013 | 70.9% | $62.04万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $149.78万 | 0.06% | 14,628 | 9,080 | 163.7% | $92.97万 | 重新持有 |
| CARG | CARGURUS INC | $150.39万 | 0.06% | 44,115 | 18,986 | 75.6% | $64.72万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $150.45万 | 0.06% | 20,610 | 473 | 2.3% | $3.45万 | 重新持有 |
| SLGN | SILGAN HLDGS INC | $150.75万 | 0.06% | 32,497 | 23,052 | 244.1% | $106.94万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $151.50万 | 0.06% | 9,652 | 2,436 | 33.8% | $38.24万 | 重新持有 |
| CFR | CULLEN FROST BANKERS INC | $153.21万 | 0.06% | 9,915 | -31,948 | -76.3% | -$493.66万 | 重新持有 |
| MGY | MAGNOLIA OIL & GAS CORP | $153.25万 | 0.06% | 59,909 | -21,901 | -26.8% | -$56.02万 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $154.73万 | 0.06% | 24,583 | 15,187 | 161.6% | $95.59万 | 重新持有 |
| EPR | EPR PPTYS | $154.86万 | 0.06% | 26,696 | 22,211 | 495.2% | $128.85万 | 重新持有 |
| LCII | LCI INDS | $155.33万 | 0.06% | 14,670 | 14,670 | — | $155.33万 | 新建仓 |
| AROC | ARCHROCK INC | $157.08万 | 0.06% | 38,586 | 38,586 | — | $157.08万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $158.15万 | 0.06% | 55,395 | 22,624 | 69.0% | $64.59万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $158.25万 | 0.06% | 57,881 | 57,881 | — | $158.25万 | 新建仓 |
| SIGI | SELECTIVE INS GROUP INC | $158.27万 | 0.06% | 16,315 | 3,917 | 31.6% | $38.00万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $158.42万 | 0.06% | 11,110 | 1,984 | 21.7% | $28.29万 | 加仓 |
| MXL | MAXLINEAR INC | $158.94万 | 0.06% | 12,414 | -4,906 | -28.3% | -$62.81万 | 减仓 |
| OSK | OSHKOSH CORP | $159.25万 | 0.06% | 10,376 | 2,663 | 34.5% | $40.87万 | 重新持有 |
| MFC | MANULIFE FINL CORP | $160.62万 | 0.06% | 39,650 | 39,650 | — | $160.62万 | 新建仓 |
| VNT | VONTIER CORPORATION | $160.64万 | 0.06% | 55,393 | 55,393 | — | $160.64万 | 新建仓 |
| UPST | UPSTART HLDGS INC | $161.03万 | 0.06% | 45,451 | 30,493 | 203.9% | $108.04万 | 加仓 |