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Zimmer 合伙人 · 13F 持仓分析
期权收益计算器 机构排行

Zimmer 合伙人

Zimmer Partners, LPNo.1055 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$43.43亿
环比变动 Q1 2026
+$1.95亿+4.7%
持仓股票数
114
新买入
39
加仓
28
减仓
38
清仓
46
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
WELLTOWER COMWELL
5.87%5.33%$2.55亿112.4万股$2.21亿111.9万股+5,000股+0.45%加仓
太平洋煤电PCG
5.09%2.93%$2.21亿1,313.4万股$1.22亿692.0万股+621.4万股+89.80%加仓
NISOURCE COMNI
4.68%5.79%$2.03亿427.7万股$2.40亿514.3万股-86.6万股-16.83%减仓
EVERSOURCE ENERGYES
4.48%6%$1.95亿269.2万股$2.49亿359.3万股-90.1万股-25.08%减仓
KKODIAK GAS SVCSKGS
4.38%3.35%$1.90亿253.1万股$1.39亿238.2万股+14.9万股+6.25%加仓
XCEL ENERGY COMXEL
4.3%5.04%$1.87亿232.4万股$2.09亿262.9万股-30.6万股-11.63%减仓
Targa资源TRGP
4.04%4.81%$1.75亿65.5万股$1.99亿79.5万股-14.0万股-17.67%减仓
MMADISON AIR SOLUTIONS CORP COM SHS CL AMAIR
3.73%$1.62亿415.1万股$00股+415.1万股新买入
PPL COMPPL
3.49%$1.52亿417.3万股$00股+417.3万股新买入
KINDER MORGAN DEL COMKMI
3.27%4.64%$1.42亿444.5万股$1.92亿573.5万股-129.0万股-22.49%减仓
AGREE RLTYADC
3.21%5.99%$1.40亿184.3万股$2.48亿329.6万股-145.3万股-44.08%减仓
FFORGENT POWER SOLUTIONSFPS
2.92%1.38%$1.27亿227.1万股$5,709.2万195.1万股+32.1万股+16.44%加仓
切尼尔能源LNG
2.58%0.38%$1.12亿46.9万股$1,560.7万5.5万股+41.4万股+752.73%加仓
SEMPRA COMSRE
1.96%1.64%$8,518.2万91.9万股$6,798.0万70.0万股+21.9万股+31.33%加仓
MGE ENERGY COMMGEE
1.88%$8,154.0万100.0万股$00股+100.0万股新买入
IDACORPIDA
1.87%2.49%$8,103.1万53.6万股$1.03亿72.4万股-18.8万股-26.00%减仓
J骏利·LIVING INCJAN
1.42%0.33%$6,179.1万215.0万股$1,355.3万57.5万股+157.5万股+273.91%加仓
派克汉尼汾PH
1.39%0.54%$6,015.4万6.2万股$2,238.1万2.5万股+3.7万股+146.00%加仓
CARETRUST REITCTRE
1.37%1.31%$5,936.1万147.1万股$5,446.8万148.6万股-1.5万股-1.01%减仓
GE VernovaGEV
1.19%0.16%$5,169.4万4.4万股$654.7万7,500股+3.7万股+486.67%加仓
EntergyETR
1.19%2.52%$5,168.7万45.0万股$1.04亿92.9万股-47.9万股-51.54%减仓
WASTE MGMT DELWM
1.15%0.64%$5,014.8万22.5万股$2,642.6万11.5万股+11.0万股+95.65%加仓
CORE & MAINCNM
1.15%0.51%$4,985.9万103.3万股$2,124.2万43.0万股+60.3万股+140.32%加仓
汽车地带AZO
1.11%0.41%$4,841.8万1.5万股$1,688.9万5,000股+1.0万股+203.00%加仓
BBKVBKV
1.05%1.34%$4,577.8万167.3万股$5,550.9万194.6万股-27.3万股-14.03%减仓
NNATIONAL HEALTHCARE PPTYS INNHP
1.02%$4,442.6万303.3万股$00股+303.3万股新买入
YORK WTR CO COMYORW
1%0.54%$4,351.9万142.0万股$2,231.0万73.3万股+68.7万股+93.79%加仓
DIGITAL RLTY TR COMDLR
0.98%$4,265.0万23.8万股$00股+23.8万股新买入
MMODINE MFGMOD
0.98%$4,241.1万15.9万股$00股+15.9万股新买入
KKINETIKKNTK
0.93%0.16%$4,051.1万83.8万股$644.6万13.3万股+70.5万股+529.40%加仓
AMERICAN HEALTHCARE REITAHR
0.92%$3,991.4万76.5万股$00股+76.5万股新买入
HESS MIDSTREAM LP CL A SHSHESM
0.86%0.28%$3,751.1万99.8万股$1,165.3万30.0万股+69.8万股+232.77%加仓
德文能源DVN
0.84%$3,639.9万88.1万股$00股+88.1万股新买入
MMASTECMTZ
0.81%$3,536.5万8.5万股$00股+8.5万股新买入
CCRHCRH
0.81%1.01%$3,531.0万33.0万股$4,204.8万40.0万股-7.0万股-17.50%减仓
LLEGENCELGN
0.73%$3,174.8万37.3万股$00股+37.3万股新买入
HH2O AMERICA COMHTO
0.72%1.77%$3,120.5万51.4万股$7,339.6万125.1万股-73.8万股-58.95%减仓
RROLLINS COMROL
0.67%0.19%$2,921.8万70.0万股$801.2万15.0万股+55.0万股+366.67%加仓
滨特尔PNR
0.66%0.42%$2,874.8万37.5万股$1,742.2万20.0万股+17.5万股+87.50%加仓
STANDARDAEROSARO
0.64%0.53%$2,782.2万93.0万股$2,195.6万85.0万股+8.0万股+9.44%加仓
EEROCK INCEROC
0.63%$2,743.0万189.2万股$00股+189.2万股新买入
RYAN SPECIALTYRYAN
0.63%0.71%$2,737.6万72.5万股$2,952.3万87.5万股-15.0万股-17.14%减仓
Genuine Parts Co ComGPC
0.61%0.32%$2,654.6万22.5万股$1,321.9万12.5万股+10.0万股+80.00%加仓
ITTITT
0.59%0.23%$2,570.9万13.0万股$952.7万5.0万股+8.0万股+160.00%加仓
GeneracGNRC
0.58%0.26%$2,527.0万8.6万股$1,066.5万5.5万股+3.2万股+58.06%加仓
FFERVO ENERGY COFRVO
0.57%$2,469.9万84.5万股$00股+84.5万股新买入
UUSA RARE EARTH INC COMUSAR
0.56%0.42%$2,443.3万113.2万股$1,743.0万115.2万股-1.9万股-1.69%减仓
康明斯CMI
0.56%0.32%$2,432.0万3.4万股$1,345.1万2.5万股+9,100股+36.40%加仓
LENNARLEN
0.54%0.66%$2,348.9万26.3万股$2,737.5万33.3万股-7.0万股-21.05%减仓
PINNACLE WEST CAPPNW
0.54%1.21%$2,327.8万21.8万股$5,038.1万50.0万股-28.3万股-56.49%减仓

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