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SOLV ENERGY · 13F 机构持仓分析
期权收益计算器 机构排行
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SOLV ENERGY

SOLV ENERGY INCMWH
持有机构数
178
机构合计市值 (Q2 2026)
$44.22亿
机构合计股数 (Q2 2026)
1.30亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,705.9万股
151 · 91 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,626.7万股
45 · 22 清仓 · ≈
⚖️ 净额
+1,079.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$44.22亿
持有机构数
178
新买入
91
加仓
60
减仓
23
清仓
22
持股不变
4
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
AMERICAN SECURITIES LLC
75.21%70.12%#1$28.23亿8,292.0万股$27.56亿9,177.4万股-885.3万股-9.65%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#115$9,442.0万277.3万股$1,942.8万64.7万股+212.6万股+328.63%加仓
荷宝(瑞士)Robeco Schweiz AG
1.44%0.64%#7$8,994.0万264.1万股$3,017.7万100.5万股+163.7万股+162.85%加仓
Driehaus资本管理DRIEHAUS CAPITAL MANAGEMENT LLC
0.47%0.28%#18$8,097.3万237.8万股$3,815.3万127.1万股+110.8万股+87.17%加仓
弗雷德·阿尔杰管理FRED ALGER MANAGEMENT, LLC
0.26%#26$7,739.1万227.3万股$00股+227.3万股新买入
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#120$5,507.9万161.8万股$2,904.9万96.7万股+65.0万股+67.22%加仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#107$5,176.7万152.0万股$2,507.2万83.5万股+68.5万股+82.10%加仓
Balyasny资产管理BALYASNY ASSET MANAGEMENT L.P.
0.06%0.02%#41$5,012.4万147.2万股$1,793.2万59.7万股+87.5万股+146.52%加仓
Handelsbanken Fonder AB
0.13%0.11%#33$4,424.2万129.9万股$3,301.6万109.9万股+20.0万股+18.18%加仓
詹尼森联营JENNISON ASSOCIATES LLC
0.02%0.02%#57$3,979.6万116.9万股$2,597.1万86.5万股+30.4万股+35.14%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.03%0.01%#56$3,526.6万103.6万股$765.6万25.5万股+78.1万股+306.25%加仓
法国巴黎银行资产管理BNP Paribas Asset Management Holding S.A.
0.03%#51$3,392.6万99.6万股$00股+99.6万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%#108$3,270.9万92.4万股$00股+92.4万股新买入
Aventail Capital Group, LP
1.67%0.71%#5$2,907.7万85.4万股$1,480.4万49.3万股+36.1万股+73.22%加仓
司各脱资管SCOPUS ASSET MANAGEMENT, L.P.
0.39%0.28%#21$2,727.4万80.1万股$1,618.8万53.9万股+26.2万股+48.60%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#100$2,613.5万76.8万股$855.4万28.5万股+48.3万股+169.45%加仓
亚彭资本管理Yaupon Capital Management LP
0.5%0.68%#16$2,553.8万75.0万股$2,177.2万72.5万股+2.5万股+3.45%加仓
Electron 资本合伙人Electron Capital Partners, LLC
1.02%0.85%#10$2,551.7万74.9万股$2,166.1万72.1万股+2.8万股+3.89%加仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#116$2,510.7万73.7万股$975.3万32.5万股+41.2万股+127.06%加仓
富兰克林资源FRANKLIN RESOURCES INC
<0.01%<0.01%#90$2,435.7万71.5万股$1,746.3万58.2万股+13.4万股+23.01%加仓
千禧管理MILLENNIUM MANAGEMENT LLC
0.01%0.01%#82$2,368.3万69.6万股$3,268.1万108.8万股-39.3万股-36.09%减仓
时代广场资本管理TimesSquare Capital Management, LLC
0.33%0.33%#23$2,227.7万65.4万股$1,964.0万65.4万股+233股+0.04%加仓
Point72资产管理Point72 Asset Management, L.P.
0.02%0.08%#61$2,010.6万59.0万股$5,934.5万197.6万股-138.6万股-70.12%减仓
Wealth High Governance Asset Management Ltda.
2.1%#4$1,972.0万57.9万股$00股+57.9万股新买入
DEUTSCHE 银行 AG\DEUTSCHE BANK AG\
0.01%0.01%#88$1,965.3万57.7万股$2,271.4万75.6万股-17.9万股-23.69%减仓
Federated HermesFEDERATED HERMES, INC.
0.03%0.02%#54$1,956.2万57.5万股$1,256.2万41.8万股+15.6万股+37.34%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#118$1,928.2万56.6万股$95.1万3.2万股+53.5万股+1,687.31%加仓
文艺复兴科技RENAISSANCE TECHNOLOGIES LLC
0.03%#55$1,909.2万56.1万股$00股+56.1万股新买入
Walleye资本Walleye Capital LLC
0.07%<0.01%#39$1,884.4万55.3万股$23.6万7,844股+54.6万股+6,955.48%加仓
NEUMEIER POMA INVESTMENT COUNSEL LLC
1.25%#8$1,832.0万53.8万股$00股+53.8万股新买入
富达投资FMR LLC
<0.01%#132$1,800.0万52.9万股$00股+52.9万股新买入
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT
0.79%0.3%#12$1,770.6万52.0万股$600.6万20.0万股+32.0万股+160.00%加仓
LMR合伙人LMR Partners LLP
0.07%0.01%#40$1,756.9万51.6万股$571.3万19.0万股+32.6万股+171.23%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
0.01%#81$1,709.2万50.2万股$00股+50.2万股新买入
吉萨洛资本管理Ghisallo Capital Management LLC
0.1%0.04%#37$1,702.5万50.0万股$600.6万20.0万股+30.0万股+150.00%加仓
百达资产管理Pictet Asset Management Holding SA
0.02%0.02%#67$1,693.2万49.7万股$1,719.0万57.2万股-7.5万股-13.13%减仓
Hood River资本管理Hood River Capital Management LLC
0.12%0.09%#35$1,590.7万46.7万股$937.7万31.2万股+15.5万股+49.61%加仓
索罗斯基金管理SOROS FUND MANAGEMENT LLC
0.18%0.05%#30$1,486.8万43.7万股$421.9万14.1万股+29.6万股+210.79%加仓
道富集团STATE STREET CORP
<0.01%<0.01%#140$1,477.3万43.4万股$289.2万9.6万股+33.8万股+350.55%加仓
BW投资管理(巴西)BW Gestao de Investimentos Ltda.
0.28%0.05%#25$1,427.4万41.9万股$150.2万5.0万股+36.9万股+738.40%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#119$1,411.9万41.5万股$1,989.3万66.2万股-24.8万股-37.40%减仓
发现资本管理DISCOVERY CAPITAL MANAGEMENT, LLC / CT
0.58%#14$1,401.8万41.2万股$00股+41.2万股新买入
Covalis Capital LLP
0.77%1.29%#13$1,362.0万40.0万股$2,093.4万69.7万股-29.7万股-42.62%减仓
Burkehill Global 管理Burkehill Global Management, LP
0.49%0.21%#17$1,362.0万40.0万股$420.4万14.0万股+26.0万股+185.71%加仓
SEVEN GRAND MANAGERS, LLC
0.55%0.3%#15$1,362.0万40.0万股$450.5万15.0万股+25.0万股+166.67%加仓
洛杉矶资本管理LOS ANGELES CAPITAL MANAGEMENT LLC
0.05%#45$1,278.3万37.5万股$00股+37.5万股新买入
Cinctive 资本管理Cinctive Capital Management LP
0.46%0.4%#19$1,255.4万36.9万股$609.7万20.3万股+16.6万股+81.59%加仓
Alyeska投资集团Alyeska Investment Group, L.P.
0.03%0.01%#53$1,146.3万33.7万股$360.4万12.0万股+21.7万股+180.54%加仓
布朗顾问BROWN ADVISORY INC
0.02%#68$1,012.0万29.7万股$00股+29.7万股新买入
Ninety One(91投资)Ninety One UK Ltd
0.02%#60$998.1万29.3万股$00股+29.3万股新买入

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