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Clean Energy Transition LLP
特别关注No.2198 数据截至 2026Q2| 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 |
|---|
 FIRST SOLAR COMFSLR |
| 21% | 18.31% | $3.02亿 | 127.8万股 | $2.81亿 | 142.7万股 | -14.8万股-10.40% | 减仓 |
 史丹利百得SWK |
| 17.24% | 12.03% | $2.48亿 | 263.1万股 | $1.85亿 | 260.1万股 | +2.9万股+1.13% | 加仓 |
 艾默生电气EMR |
| 12.44% | 10.42% | $1.79亿 | 124.7万股 | $1.60亿 | 122.3万股 | +2.4万股+2.00% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 11.49% | 3.55% | $1.65亿 | 230.5万股 | $5,459.9万 | 70.8万股 | +159.7万股+225.41% | 加仓 |
 NVENT ELECTRICNVT |
| 8.07% | 9.25% | $1.16亿 | 68.3万股 | $1.42亿 | 120.2万股 | -51.9万股-43.14% | 减仓 |
 OWENS CORNING NEW COMOC |
| 7.81% | 4.05% | $1.12亿 | 70.5万股 | $6,221.1万 | 57.5万股 | +13.0万股+22.69% | 加仓 |
| RRALLIANT CORP COMRAL |
| 5.03% | 3.08% | $7,220.6万 | 98.1万股 | $4,728.6万 | 113.7万股 | -15.6万股-13.75% | 减仓 |
 爱迪生联合电气ED |
| 4.77% | — | $6,850.0万 | 61.9万股 | $0 | 0股 | +61.9万股 | 新买入 |
 滨特尔PNR |
| 4.15% | 3.21% | $5,965.2万 | 77.8万股 | $4,929.3万 | 56.6万股 | +21.2万股+37.51% | 加仓 |
 XCEL ENERGY COMXEL |
| 2.41% | — | $3,458.7万 | 43.1万股 | $0 | 0股 | +43.1万股 | 新买入 |
 FORTIVE COMFTV |
| 2.18% | 2.61% | $3,129.5万 | 51.2万股 | $4,007.7万 | 72.5万股 | -21.3万股-29.34% | 减仓 |
 TIMKENTKR |
| 1.57% | 2.17% | $2,258.5万 | 15.5万股 | $3,336.3万 | 33.2万股 | -17.6万股-53.15% | 减仓 |
 伊顿ETN |
| 1.24% | 2.06% | $1,785.8万 | 4.2万股 | $3,165.9万 | 8.9万股 | -4.7万股-52.65% | 减仓 |
 EQTEQT |
| 0.59% | 3.08% | $841.5万 | 15.8万股 | $4,738.1万 | 74.5万股 | -58.6万股-78.74% | 减仓 |
