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
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
M MACYS ORD $00.00%0 -96,016-100.0% -$173.69万 清仓
PNFP PINNACLE FINANCIAL PARTNERS ORD $00.00%0 -20,143-100.0% -$173.51万 清仓
LOGI LOGITECH N ORD $00.00%0 -18,921-100.0% -$172.41万 清仓
GDDY GODADDY CL A ORD $00.00%0 -20,572-100.0% -$170.07万 清仓
MIAX MIAMI INTERNATIONAL HOLDINGS ORD $00.00%0 -40,076-100.0% -$155.98万 清仓
FLS FLOWSERVE ORD $00.00%0 -20,487-100.0% -$150.60万 清仓
AXTA AXALTA COATING SYSTEMS ORD $00.00%0 -54,290-100.0% -$150.38万 清仓
— JANUS HENDERSON GROUP ORD $00.00%0 -29,025-100.0% -$149.10万 清仓
DY DYCOM INDUSTRIES ORD $00.00%0 -4,379-100.0% -$148.37万 清仓
EBAY EBAY ORD $00.00%0 -16,103-100.0% -$146.57万 清仓
OLN OLIN ORD $00.00%0 -48,875-100.0% -$145.31万 清仓
WSO WATSCO ORD $00.00%0 -3,947-100.0% -$143.59万 清仓
ITT ITT ORD $00.00%0 -7,471-100.0% -$142.34万 清仓
ICLR ICON ORD $00.00%0 -12,816-100.0% -$141.82万 清仓
EXPD EXPEDITORS INTNL OF WASHTN CL A ORD $00.00%0 -9,887-100.0% -$141.61万 清仓
— COTERRA ENERGY ORD $00.00%0 -40,291-100.0% -$141.58万 清仓
PSN PARSONS ORD $00.00%0 -25,937-100.0% -$140.50万 清仓
RELX RELX ADR REP ORD $00.00%0 -41,860-100.0% -$138.77万 清仓
MAA MID AMERICA APT COMMUNITI REIT ORD $00.00%0 -11,063-100.0% -$135.10万 清仓
OWL BLUE OWL CAPITAL CL A ORD $00.00%0 -143,781-100.0% -$131.27万 清仓
MANH MANHATTAN ASSOCIATES ORD $00.00%0 -9,792-100.0% -$130.35万 清仓
FITB FIFTH THIRD BANCORP ORD $00.00%0 -27,940-100.0% -$129.81万 清仓
LKQ LKQ ORD $00.00%0 -42,984-100.0% -$126.24万 清仓
SIRI SIRIUSXM HOLDINGS ORD $00.00%0 -53,858-100.0% -$124.30万 清仓
CHWY CHEWY CL A ORD $00.00%0 -45,641-100.0% -$123.23万 清仓
TTMI TTM TECHNOLOGIES ORD $00.00%0 -12,480-100.0% -$121.58万 清仓
TXT TEXTRON ORD $00.00%0 -13,608-100.0% -$119.15万 清仓
AEO AMERICAN EAGLE OUTFITTERS ORD $00.00%0 -70,165-100.0% -$117.18万 清仓
COKE COCA COLA CONSOLIDATED ORD $00.00%0 -6,060-100.0% -$116.19万 清仓
SIMO SILICON MOTION TECHNO ADR REP 4 ORD $00.00%0 -9,895-100.0% -$111.11万 清仓
PCTY PAYLOCITY HOLDING ORD $00.00%0 -10,075-100.0% -$108.85万 清仓
SEDG SOLAREDGE TECHNOLOGIES ORD $00.00%0 -21,228-100.0% -$108.37万 清仓
BIRK BIRKENSTOCK HOLDING ORD $00.00%0 -30,007-100.0% -$107.52万 清仓
WEC WEC ENERGY GROUP ORD $00.00%0 -9,250-100.0% -$107.09万 清仓
ABM ABM INDUSTRIES ORD $00.00%0 -27,567-100.0% -$106.19万 清仓
XP XP CL A ORD $00.00%0 -55,435-100.0% -$105.55万 清仓
BCS BARCLAYS ADR REP 4 ORD $00.00%0 -49,176-100.0% -$104.06万 清仓
WTM WHITE MOUNTAINS INSURANCE ORD $00.00%0 -470-100.0% -$103.26万 清仓
GM GENERAL MOTORS ORD $00.00%0 -13,799-100.0% -$102.80万 清仓
MSI MOTOROLA SOLUTIONS ORD $00.00%0 -2,349-100.0% -$101.94万 清仓
WEX WEX ORD $00.00%0 -6,654-100.0% -$101.83万 清仓
LEU CENTRUS ENERGY CL A ORD $00.00%0 -5,858-100.0% -$101.69万 清仓
COHR COHERENT ORD $00.00%0 -4,245-100.0% -$101.12万 清仓
UMBF UMB FINANCIAL ORD $00.00%0 -8,962-100.0% -$101.08万 清仓
ACLS AXCELIS TECHNOLOGIES ORD $00.00%0 -10,790-100.0% -$100.43万 清仓
MC MOELIS CL A ORD $00.00%0 -16,841-100.0% -$95.99万 清仓
BSY BENTLEY SYSTEMS CL B ORD $00.00%0 -26,882-100.0% -$94.41万 清仓
GME GAMESTOP CL A ORD $00.00%0 -39,298-100.0% -$90.54万 清仓
VSXY VICTORIA S SECRET ORD $00.00%0 -19,216-100.0% -$89.09万 清仓
LAUR LAUREATE EDUCATION ORD $00.00%0 -25,418-100.0% -$88.56万 清仓
BKH BLACK HILLS ORD $00.00%0 -12,473-100.0% -$86.58万 清仓
R RYDER SYSTEM ORD $00.00%0 -4,199-100.0% -$85.96万 清仓
LCID LUCID GROUP ORD $00.00%0 -90,143-100.0% -$85.91万 清仓
CENX CENTURY ALUMINUM ORD $00.00%0 -14,589-100.0% -$85.62万 清仓
JOBY JOBY AVIATION CL A ORD $00.00%0 -102,700-100.0% -$84.83万 清仓
RLI RLI ORD $00.00%0 -14,822-100.0% -$84.54万 清仓
BTDR BITDEER TECHNOLOGIES CL A ORD $00.00%0 -97,488-100.0% -$84.33万 清仓
SON SONOCO PRODUCTS ORD $00.00%0 -15,326-100.0% -$82.90万 清仓
FCFS FIRSTCASH HOLDINGS ORD $00.00%0 -4,409-100.0% -$82.89万 清仓
PGY PAGAYA TECH CL A ORD $00.00%0 -71,065-100.0% -$82.79万 清仓
VIRT VIRTU FINANCIAL CL A ORD $00.00%0 -18,645-100.0% -$82.00万 清仓
EPRT ESSENTIAL PROPERTIES REALTY TRUS ORD $00.00%0 -27,004-100.0% -$81.98万 清仓
ALKS ALKERMES ORD $00.00%0 -22,885-100.0% -$80.92万 清仓
PECO PHILLIPS EDISON AND COMPANY ORD $00.00%0 -21,043-100.0% -$78.74万 清仓
IVT INVENTRUST PROPERTIES ORD $00.00%0 -25,272-100.0% -$76.98万 清仓
CXT CRANE NXT ORD $00.00%0 -18,797-100.0% -$76.30万 清仓
SKY CHAMPION HOMES ORD $00.00%0 -10,051-100.0% -$74.75万 清仓
KLIC KULICKE AND SOFFA INDUSTRIES ORD $00.00%0 -11,370-100.0% -$74.72万 清仓
NBIS NEBIUS CL A ORD $00.00%0 -7,072-100.0% -$73.38万 清仓
MRSH MARSH ORD $00.00%0 -4,214-100.0% -$73.09万 清仓
SFD SMITHFIELD FOODS ORD $00.00%0 -25,855-100.0% -$72.32万 清仓