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 |
|---|---|---|---|---|---|---|---|---|
| LNG | CHENIERE ENERGY ORD | $0 | 0.00% | 0 | -62,758 | -100.0% | -$1,780.82万 | 清仓 |
| CL | COLGATE PALMOLIVE ORD | $0 | 0.00% | 0 | -207,329 | -100.0% | -$1,767.07万 | 清仓 |
| CVX | CHEVRON ORD | $0 | 0.00% | 0 | -85,325 | -100.0% | -$1,765.37万 | 清仓 |
| DIS | WALT DISNEY ORD | $0 | 0.00% | 0 | -182,496 | -100.0% | -$1,758.90万 | 清仓 |
| MSFT | MICROSOFT ORD | $0 | 0.00% | 0 | -47,402 | -100.0% | -$1,754.68万 | 清仓 |
| AVGO | BROADCOM ORD | $0 | 0.00% | 0 | -52,841 | -100.0% | -$1,635.48万 | 清仓 |
| WDC | WESTERN DIGITAL ORD | $0 | 0.00% | 0 | -55,665 | -100.0% | -$1,505.68万 | 清仓 |
| RKLB | ROCKET LAB ORD | $0 | 0.00% | 0 | -229,692 | -100.0% | -$1,475.08万 | 清仓 |
| AMT | AMERICAN TOWER REIT | $0 | 0.00% | 0 | -83,659 | -100.0% | -$1,443.79万 | 清仓 |
| MET | METLIFE ORD | $0 | 0.00% | 0 | -192,996 | -100.0% | -$1,364.87万 | 清仓 |
| URI | UNITED RENTAL ORD | $0 | 0.00% | 0 | -18,515 | -100.0% | -$1,348.93万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING ORD | $0 | 0.00% | 0 | -61,545 | -100.0% | -$1,250.47万 | 清仓 |
| BX | BLACKSTONE ORD | $0 | 0.00% | 0 | -100,845 | -100.0% | -$1,159.62万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES ORD | $0 | 0.00% | 0 | -40,997 | -100.0% | -$993.73万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CL A REIT ORD | $0 | 0.00% | 0 | -51,407 | -100.0% | -$884.77万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORD | $0 | 0.00% | 0 | -91,409 | -100.0% | -$858.06万 | 清仓 |
| V | VISA CL A ORD | $0 | 0.00% | 0 | -28,222 | -100.0% | -$852.98万 | 清仓 |
| GS | GOLDMAN SACHS GROUP ORD | $0 | 0.00% | 0 | -9,740 | -100.0% | -$823.99万 | 清仓 |
| BN | BROOKFIELD CL A ORD | $0 | 0.00% | 0 | -180,092 | -100.0% | -$728.83万 | 清仓 |
| RF | REGIONS FINANCIAL ORD | $0 | 0.00% | 0 | -270,353 | -100.0% | -$706.16万 | 清仓 |
| ADBE | ADOBE ORD | $0 | 0.00% | 0 | -28,930 | -100.0% | -$703.23万 | 清仓 |
| NDAQ | NASDAQ ORD | $0 | 0.00% | 0 | -81,745 | -100.0% | -$693.93万 | 清仓 |
| BALL | BALL ORD | $0 | 0.00% | 0 | -117,131 | -100.0% | -$692.36万 | 清仓 |
| LEN | LENNAR CL A ORD | $0 | 0.00% | 0 | -78,944 | -100.0% | -$685.55万 | 清仓 |
| ACN | ACCENTURE CL A ORD | $0 | 0.00% | 0 | -34,244 | -100.0% | -$679.02万 | 清仓 |
| SYK | STRYKER ORD | $0 | 0.00% | 0 | -19,405 | -100.0% | -$637.63万 | 清仓 |
| LIN | LINDE ORD | $0 | 0.00% | 0 | -12,588 | -100.0% | -$624.06万 | 清仓 |
| BMY | BRISTOL MYERS SQUIBB ORD | $0 | 0.00% | 0 | -98,252 | -100.0% | -$595.90万 | 清仓 |
| AJG | ARTHUR J GALLAGHER ORD | $0 | 0.00% | 0 | -24,482 | -100.0% | -$530.23万 | 清仓 |
| NU | NU HOLDINGS CL A ORD | $0 | 0.00% | 0 | -364,456 | -100.0% | -$523.72万 | 清仓 |
| JEF | JEFFERIES FINANCIAL GROUP ORD | $0 | 0.00% | 0 | -124,782 | -100.0% | -$514.98万 | 清仓 |
| CI | CIGNA ORD | $0 | 0.00% | 0 | -17,651 | -100.0% | -$470.84万 | 清仓 |
| TOL | TOLL BROTHERS ORD | $0 | 0.00% | 0 | -33,775 | -100.0% | -$460.93万 | 清仓 |
| VTR | VENTAS REIT ORD | $0 | 0.00% | 0 | -56,357 | -100.0% | -$460.89万 | 清仓 |
| AON | AON CL A ORD | $0 | 0.00% | 0 | -13,833 | -100.0% | -$446.50万 | 清仓 |
| CMCSA | COMCAST CL A ORD | $0 | 0.00% | 0 | -155,234 | -100.0% | -$445.68万 | 清仓 |
| RBLX | ROBLOX CL A ORD | $0 | 0.00% | 0 | -77,272 | -100.0% | -$437.05万 | 清仓 |
| KMB | KIMBERLY CLARK ORD | $0 | 0.00% | 0 | -45,256 | -100.0% | -$436.58万 | 清仓 |
| MKC | MCCORMICK ORD | $0 | 0.00% | 0 | -86,421 | -100.0% | -$435.91万 | 清仓 |
| OVV | OVINTIV ORD | $0 | 0.00% | 0 | -72,037 | -100.0% | -$427.61万 | 清仓 |
| NSC | NORFOLK SOUTHERN ORD | $0 | 0.00% | 0 | -14,756 | -100.0% | -$423.50万 | 清仓 |
| SCCO | SOUTHERN COPPER ORD | $0 | 0.00% | 0 | -24,545 | -100.0% | -$422.32万 | 清仓 |
| CMS | CMS ENERGY ORD | $0 | 0.00% | 0 | -54,041 | -100.0% | -$419.25万 | 清仓 |
| VMI | VALMONT INDS ORD | $0 | 0.00% | 0 | -10,368 | -100.0% | -$414.27万 | 清仓 |
| NWSA | NEWS CL A ORD | $0 | 0.00% | 0 | -163,072 | -100.0% | -$406.54万 | 清仓 |
| HEI | HEICO ORD | $0 | 0.00% | 0 | -14,629 | -100.0% | -$401.13万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS ORD | $0 | 0.00% | 0 | -77,400 | -100.0% | -$388.55万 | 清仓 |
| GRMN | GARMIN ORD | $0 | 0.00% | 0 | -15,485 | -100.0% | -$359.27万 | 清仓 |
| BAM | BROOKFIELD ASSET MNGMT CL A ORD | $0 | 0.00% | 0 | -80,257 | -100.0% | -$356.74万 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY ORD | $0 | 0.00% | 0 | -44,997 | -100.0% | -$353.95万 | 清仓 |
| VEEV | VEEVA SYSTEMS ORD | $0 | 0.00% | 0 | -19,503 | -100.0% | -$342.59万 | 清仓 |
| OGE | OGE ENERGY ORD | $0 | 0.00% | 0 | -70,985 | -100.0% | -$340.44万 | 清仓 |
| RNR | RENAISSANCERE ORD | $0 | 0.00% | 0 | -11,446 | -100.0% | -$340.21万 | 清仓 |
| FDS | FACTSET RESEARCH SYSTEMS ORD | $0 | 0.00% | 0 | -15,432 | -100.0% | -$334.86万 | 清仓 |
| SLB | SLB ORD | $0 | 0.00% | 0 | -65,056 | -100.0% | -$334.32万 | 清仓 |
| BTI | BRITISH AMERICAN TOBACCO ADR REP ORD | $0 | 0.00% | 0 | -56,495 | -100.0% | -$330.33万 | 清仓 |
| TEAM | ATLASSIAN CL A ORD | $0 | 0.00% | 0 | -48,081 | -100.0% | -$328.15万 | 清仓 |
| ROP | ROPER TECHNOLOGIES ORD | $0 | 0.00% | 0 | -9,172 | -100.0% | -$324.56万 | 清仓 |
| AMGN | AMGEN ORD | $0 | 0.00% | 0 | -9,161 | -100.0% | -$322.33万 | 清仓 |
| TDG | TRANSDIGM GROUP ORD | $0 | 0.00% | 0 | -2,705 | -100.0% | -$313.50万 | 清仓 |
| DVA | DAVITA ORD | $0 | 0.00% | 0 | -20,143 | -100.0% | -$309.58万 | 清仓 |
| DHI | D R HORTON ORD | $0 | 0.00% | 0 | -21,759 | -100.0% | -$298.58万 | 清仓 |
| SM | SM ENERGY ORD | $0 | 0.00% | 0 | -95,162 | -100.0% | -$296.72万 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS ORD | $0 | 0.00% | 0 | -5,626 | -100.0% | -$294.50万 | 清仓 |
| EHC | ENCOMPASS HEALTH ORD | $0 | 0.00% | 0 | -29,924 | -100.0% | -$289.45万 | 清仓 |
| RGA | REINSURANCE GROUP OF AMER ORD | $0 | 0.00% | 0 | -13,990 | -100.0% | -$285.62万 | 清仓 |
| VTRS | VIATRIS ORD | $0 | 0.00% | 0 | -211,354 | -100.0% | -$285.54万 | 清仓 |
| ROKU | ROKU CL A ORD | $0 | 0.00% | 0 | -29,103 | -100.0% | -$275.37万 | 清仓 |
| DOX | AMDOCS ORD | $0 | 0.00% | 0 | -41,757 | -100.0% | -$272.51万 | 清仓 |
| CHE | CHEMED ORD | $0 | 0.00% | 0 | -7,195 | -100.0% | -$271.78万 | 清仓 |
| NGG | NATIONAL GRID ADR REP 5 ORD | $0 | 0.00% | 0 | -31,905 | -100.0% | -$269.92万 | 清仓 |
| DKNG | DRAFTKINGS CL A ORD | $0 | 0.00% | 0 | -123,466 | -100.0% | -$266.93万 | 清仓 |
| DUK | DUKE ENERGY ORD | $0 | 0.00% | 0 | -20,373 | -100.0% | -$266.76万 | 清仓 |
| ARMK | ARAMARK ORD | $0 | 0.00% | 0 | -62,958 | -100.0% | -$255.23万 | 清仓 |
| AYI | ACUITY ORD | $0 | 0.00% | 0 | -9,061 | -100.0% | -$253.91万 | 清仓 |
| ESS | ESSEX PROPERTY REIT ORD | $0 | 0.00% | 0 | -10,420 | -100.0% | -$252.16万 | 清仓 |
| INCY | INCYTE ORD | $0 | 0.00% | 0 | -26,077 | -100.0% | -$245.44万 | 清仓 |
| OTIS | OTIS WORLDWIDE ORD | $0 | 0.00% | 0 | -31,787 | -100.0% | -$245.01万 | 清仓 |
| SHOP | SHOPIFY CL A SUB VTG ORD | $0 | 0.00% | 0 | -20,515 | -100.0% | -$243.35万 | 清仓 |
| SBRA | SABRA HEALTH CARE REIT ORD | $0 | 0.00% | 0 | -124,068 | -100.0% | -$238.58万 | 清仓 |
| RRC | RANGE RESOURCES ORD | $0 | 0.00% | 0 | -52,114 | -100.0% | -$235.45万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS CL A ORD | $0 | 0.00% | 0 | -64,877 | -100.0% | -$218.90万 | 清仓 |
| OLED | UNIVERSAL DISPLAY ORD | $0 | 0.00% | 0 | -23,691 | -100.0% | -$217.15万 | 清仓 |
| AMG | AFFILIATED MANAGERS GROUP ORD | $0 | 0.00% | 0 | -7,832 | -100.0% | -$216.71万 | 清仓 |
| CLF | CLEVELAND CLIFFS ORD | $0 | 0.00% | 0 | -255,147 | -100.0% | -$215.60万 | 清仓 |
| VMC | VULCAN MATERIALS ORD | $0 | 0.00% | 0 | -7,832 | -100.0% | -$213.27万 | 清仓 |
| EXP | EAGLE MATERIALS ORD | $0 | 0.00% | 0 | -11,039 | -100.0% | -$209.13万 | 清仓 |
| CRBG | COREBRIDGE FINANCIAL ORD | $0 | 0.00% | 0 | -87,055 | -100.0% | -$207.71万 | 清仓 |
| CVS | CVS HEALTH ORD | $0 | 0.00% | 0 | -28,146 | -100.0% | -$202.14万 | 清仓 |
| TPG | TPG CL A ORD | $0 | 0.00% | 0 | -48,399 | -100.0% | -$196.06万 | 清仓 |
| INVH | INVITATION HOMES ORD | $0 | 0.00% | 0 | -78,785 | -100.0% | -$195.78万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP ORD | $0 | 0.00% | 0 | -7,015 | -100.0% | -$193.04万 | 清仓 |
| SONY | SONY GROUP ADR REP ORD | $0 | 0.00% | 0 | -92,987 | -100.0% | -$192.48万 | 清仓 |
| BMNR | BITMINE IMMERSION TECHNOLOGIES ORD | $0 | 0.00% | 0 | -96,341 | -100.0% | -$190.56万 | 清仓 |
| GNTX | GENTEX ORD | $0 | 0.00% | 0 | -87,044 | -100.0% | -$190.19万 | 清仓 |
| FFIN | FIRST FINANCIAL BANKSHARES ORD | $0 | 0.00% | 0 | -62,236 | -100.0% | -$183.28万 | 清仓 |
| SEB | SEABOARD ORD | $0 | 0.00% | 0 | -313 | -100.0% | -$176.97万 | 清仓 |
| CVCO | CAVCO INDUSTRIES ORD | $0 | 0.00% | 0 | -3,624 | -100.0% | -$175.51万 | 清仓 |
| NOV | NOV ORD | $0 | 0.00% | 0 | -93,045 | -100.0% | -$175.02万 | 清仓 |
| AGX | ARGAN ORD | $0 | 0.00% | 0 | -3,190 | -100.0% | -$173.74万 | 清仓 |