Regents Gate Capital LLP
LONDON X0 · SEC CIK 0002020935
$7,514.79万2026Q2 申报市值
37持仓数
70.0%前十大占比 · 第一大 46.5%
9 / 16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
APD 新建仓+$207.01万
PCAR 新建仓+$195.16万
NVT 新建仓+$149.90万
AVY 新建仓+$129.83万
BLDR 重新持有+$112.92万
2026Q2 卖出最多 按季末市值估算
CAT 减仓-$2,655.41万
SNA 减仓-$2,569.32万
PH 减仓-$2,516.70万
IR 清仓-$2,491.39万
IEX 清仓-$2,471.52万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $3,496.33万 | 46.53% | 146,695 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $207.01万 | 2.75% | 7,061 | 7,061 | — | $207.01万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $199.73万 | 2.66% | 2,042 | -25,730 | -92.6% | -$2,516.70万 | 减仓 |
| FAST | FASTENAL CO | $199.45万 | 2.65% | 41,526 | -316,670 | -88.4% | -$1,520.97万 | 重新持有 |
| ITW | ILLINOIS TOOL WKS INC | $199.04万 | 2.65% | 7,359 | -86,029 | -92.1% | -$2,326.83万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $196.85万 | 2.62% | 5,717 | -6,885 | -54.6% | -$237.06万 | 减仓 |
| PCAR | PACCAR INC | $195.16万 | 2.60% | 16,247 | 16,247 | — | $195.16万 | 新建仓 |
| CRH | CRH PLC | $193.46万 | 2.57% | 18,080 | -48,192 | -72.7% | -$515.65万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $193.27万 | 2.57% | 26,993 | -148,432 | -84.6% | -$1,062.77万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $182.69万 | 2.43% | 18,857 | -12,752 | -40.3% | -$123.54万 | 重新持有 |
| RBC | RBC BEARINGS INC | $182.20万 | 2.42% | 2,829 | -31,028 | -91.6% | -$1,998.39万 | 减仓 |
| ALLE | ALLEGION PLC | $173.90万 | 2.31% | 12,378 | -153,244 | -92.5% | -$2,152.92万 | 减仓 |
| ETN | EATON CORP PLC | $150.68万 | 2.01% | 3,536 | -45,243 | -92.8% | -$1,927.89万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $150.16万 | 2.00% | 10,277 | -40,114 | -79.6% | -$586.11万 | 重新持有 |
| NVT | NVENT ELEC PLC | $149.90万 | 1.99% | 8,838 | 8,838 | — | $149.90万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $147.59万 | 1.96% | 3,005 | -29,725 | -90.8% | -$1,459.97万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $138.76万 | 1.85% | 15,507 | 12,620 | 437.1% | $112.92万 | 重新持有 |
| WSO | WATSCO INC | $136.60万 | 1.82% | 3,278 | -3,152 | -49.0% | -$131.35万 | 重新持有 |
| SNA | SNAP ON INC | $130.46万 | 1.74% | 3,242 | -63,850 | -95.2% | -$2,569.32万 | 减仓 |
| AVY | AVERY DENNISON CORP | $129.83万 | 1.73% | 7,997 | 7,997 | — | $129.83万 | 新建仓 |
| AOS | SMITH A O CORP | $114.31万 | 1.52% | 18,225 | -245,726 | -93.1% | -$1,541.19万 | 减仓 |
| AGCO | AGCO CORP | $93.10万 | 1.24% | 7,778 | -60,228 | -88.6% | -$720.93万 | 重新持有 |
| AXTA | AXALTA COATING SYS LTD | $90.40万 | 1.20% | 26,416 | 26,416 | — | $90.40万 | 新建仓 |
| APH | AMPHENOL CORP NEW | $73.05万 | 0.97% | 4,143 | -133,064 | -97.0% | -$2,346.19万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $67.71万 | 0.90% | 2,550 | 2,550 | — | $67.71万 | 新建仓 |
| JBTM | JBT MAREL CORPORATION | $60.70万 | 0.81% | 4,186 | -12,436 | -74.8% | -$180.32万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $58.04万 | 0.77% | 12,157 | -143,891 | -92.2% | -$686.94万 | 减仓 |
| CMI | CUMMINS INC | $57.77万 | 0.77% | 810 | -5,542 | -87.2% | -$395.26万 | 减仓 |
| EME | EMCOR GROUP INC | $55.77万 | 0.74% | 672 | -13,560 | -95.3% | -$1,125.32万 | 重新持有 |
| LOW | LOWES COS INC | $33.45万 | 0.45% | 1,517 | 1,517 | — | $33.45万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $18.50万 | 0.25% | 1,966 | -72,427 | -97.4% | -$681.68万 | 减仓 |
| BALL | BALL CORP | $12.20万 | 0.16% | 1,955 | 1,955 | — | $12.20万 | 新建仓 |
| KMT | KENNAMETAL INC | $11.78万 | 0.16% | 3,362 | 3,362 | — | $11.78万 | 新建仓 |
| BCC | BOISE CASCADE CO DEL | $7.40万 | 0.10% | 953 | -542 | -36.3% | -$4.21万 | 重新持有 |
| VMC | VULCAN MATLS CO | $5.61万 | 0.07% | 190 | -46,074 | -99.6% | -$1,359.23万 | 减仓 |
| CAT | CATERPILLAR INC | $1.60万 | 0.02% | 15 | -24,935 | -99.9% | -$2,655.41万 | 减仓 |
| CCK | CROWN HLDGS INC | $3,578 | 0.00% | 32 | -104,967 | -100.0% | -$1,173.66万 | 减仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -310,957 | -100.0% | -$2,491.39万 | 清仓 |
| IEX | IDEX CORP | $0 | 0.00% | 0 | -130,389 | -100.0% | -$2,471.52万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -128,378 | -100.0% | -$2,445.99万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -96,480 | -100.0% | -$1,401.18万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -105,769 | -100.0% | -$1,385.79万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -124,822 | -100.0% | -$1,240.73万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -24,024 | -100.0% | -$1,115.03万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -22,455 | -100.0% | -$1,113.23万 | 清仓 |
| TKR | TIMKEN CO | $0 | 0.00% | 0 | -101,754 | -100.0% | -$1,023.34万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -40,800 | -100.0% | -$850.48万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -61,559 | -100.0% | -$657.94万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -13,253 | -100.0% | -$465.58万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -5,054 | -100.0% | -$297.52万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -7,314 | -100.0% | -$262.48万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -142,881 | -100.0% | -$157.17万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -4,257 | -100.0% | -$119.29万 | 清仓 |