Entropy Technologies, LP
- SEC CIK
- 0001976151
- 最新申報
- 2026/8/13
2025 年第 2 季到 2025 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 393 檔
- 估計 +$5.53 億
- 加碼
- 213 檔
- 估計 +$2.78 億
- 減碼
- 177 檔
- 估計 −$2.30 億
- 清倉
- 358 檔
- 估計 −$5.65 億
總值從 $12.6 億變成 $13.4 億（+$7,821 萬 (+6.2%)），持股從 749 檔變成 784 檔（+35）。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| MUMicron Technology Inc | 加碼歷史 | 78,62724,330 | +54,297+223.2% | $1,316 萬$299.9 萬 | +$908.5 萬 | 1.0%0.2% | +0.75 |
| CVXChevron Corp | 新進歷史 | 83,9520 | +83,952 | $1,304 萬$0 | +$1,304 萬 | 1.0%0.0% | +0.97 |
| VVisa Inc. | 新進歷史 | 38,1600 | +38,160 | $1,303 萬$0 | +$1,303 萬 | 1.0%0.0% | +0.97 |
| WMTWalmart Inc. | 加碼歷史 | 125,915103,763 | +22,152+21.3% | $1,298 萬$1,015 萬 | +$228.3 萬 | 1.0%0.8% | +0.16 |
| KOCoca Cola Co | 新進歷史 | 195,6460 | +195,646 | $1,298 萬$0 | +$1,298 萬 | 1.0%0.0% | +0.97 |
| BKNGBooking Holdings Inc. | 加碼歷史 | 2,4001,600 | +800+50.0% | $1,296 萬$926.3 萬 | +$431.9 萬 | 1.0%0.7% | +0.23 |
| HONHoneywell International Inc | 加碼歷史 | 60,47831,005 | +29,473+95.1% | $1,273 萬$722.0 萬 | +$620.4 萬 | 1.0%0.6% | +0.38 |
| MRSHMarsh & McLennan Companies, Inc. | 新進歷史 | 60,4290 | +60,429 | $1,218 萬$0 | +$1,218 萬 | 0.9%0.0% | +0.91 |
| AMTAmerican Tower Corp | 新進歷史 | 62,5410 | +62,541 | $1,203 萬$0 | +$1,203 萬 | 0.9%0.0% | +0.90 |
| CMCSAComcast Corp | 加碼歷史 | 370,999239,619 | +131,380+54.8% | $1,166 萬$855.2 萬 | +$412.8 萬 | 0.9%0.7% | +0.19 |
| FISVFiserv Inc | 加碼歷史 | 90,01853,934 | +36,084+66.9% | $1,161 萬$929.9 萬 | +$465.2 萬 | 0.9%0.7% | +0.13 |
| NVDANVIDIA Corp | 減碼歷史 | 60,63582,370 | −21,735−26.4% | $1,131 萬$1,301 萬 | −$405.5 萬 | 0.8%1.0% | −0.19 |
| AVGOBroadcom Inc. | 新進歷史 | 34,2080 | +34,208 | $1,129 萬$0 | +$1,129 萬 | 0.8%0.0% | +0.84 |
| WELLWelltower Inc. | 加碼歷史 | 61,63556,798 | +4,837+8.5% | $1,098 萬$873.2 萬 | +$86.2 萬 | 0.8%0.7% | +0.13 |
| AZOAutoZone Inc | 新進歷史 | 2,5000 | +2,500 | $1,073 萬$0 | +$1,073 萬 | 0.8%0.0% | +0.80 |
| DELLDell Technologies Inc. | 加碼歷史 | 71,92616,268 | +55,658+342.1% | $1,020 萬$199.4 萬 | +$789.1 萬 | 0.8%0.2% | +0.60 |
| TJXTJX Companies Inc | 加碼歷史 | 69,75116,677 | +53,074+318.2% | $1,008 萬$205.9 萬 | +$767.1 萬 | 0.8%0.2% | +0.59 |
| SLBSLB Limited | 新進歷史 | 268,5960 | +268,596 | $923.2 萬$0 | +$923.2 萬 | 0.7%0.0% | +0.69 |
| FERGFerguson Enterprises Inc. | 加碼歷史 | 41,09210,029 | +31,063+309.7% | $922.8 萬$218.4 萬 | +$697.6 萬 | 0.7%0.2% | +0.52 |
| DEDeere & Co | 新進歷史 | 19,8230 | +19,823 | $906.4 萬$0 | +$906.4 萬 | 0.7%0.0% | +0.68 |
| ACNAccenture plc | 新進歷史 | 36,6260 | +36,626 | $903.2 萬$0 | +$903.2 萬 | 0.7%0.0% | +0.68 |
| DISWalt Disney Co | 減碼歷史 | 78,467105,006 | −26,539−25.3% | $898.4 萬$1,302 萬 | −$303.9 萬 | 0.7%1.0% | −0.36 |
| ISRGIntuitive Surgical Inc | 新進歷史 | 19,6060 | +19,606 | $876.8 萬$0 | +$876.8 萬 | 0.7%0.0% | +0.66 |
| STXSeagate Technology Holdings plc | 減碼歷史 | 36,60160,562 | −23,961−39.6% | $864.0 萬$874.1 萬 | −$565.6 萬 | 0.6%0.7% | −0.05 |
| MRKMerck & Co., Inc. | 加碼歷史 | 100,50147,489 | +53,012+111.6% | $843.5 萬$375.9 萬 | +$444.9 萬 | 0.6%0.3% | +0.33 |
| METAMeta Platforms, Inc. | 新進歷史 | 11,4590 | +11,459 | $841.5 萬$0 | +$841.5 萬 | 0.6%0.0% | +0.63 |
| FDXFedEx Corp | 加碼歷史 | 35,16219,512 | +15,650+80.2% | $829.2 萬$443.5 萬 | +$369.0 萬 | 0.6%0.4% | +0.27 |
| RSGRepublic Services, Inc. | 新進歷史 | 35,9420 | +35,942 | $824.8 萬$0 | +$824.8 萬 | 0.6%0.0% | +0.62 |
| ALNYAlnylam Pharmaceuticals, Inc. | 加碼歷史 | 17,1811,100 | +16,081+1,461.9% | $783.5 萬$35.9 萬 | +$733.3 萬 | 0.6%<0.1% | +0.56 |
| WCNWaste Connections, Inc. | 加碼歷史 | 43,53213,868 | +29,664+213.9% | $765.3 萬$258.9 萬 | +$521.5 萬 | 0.6%0.2% | +0.37 |
| AALAmerican Airlines Group Inc. | 加碼歷史 | 669,60068,700 | +600,900+874.7% | $752.6 萬$77.1 萬 | +$675.4 萬 | 0.6%0.1% | +0.50 |
| KDPKeurig Dr Pepper Inc. | 新進歷史 | 291,4540 | +291,454 | $743.5 萬$0 | +$743.5 萬 | 0.6%0.0% | +0.56 |
| AMPAmeriprise Financial Inc | 新進歷史 | 15,1270 | +15,127 | $743.1 萬$0 | +$743.1 萬 | 0.6%0.0% | +0.56 |
| VTRVentas, Inc. | 加碼歷史 | 104,99780,196 | +24,801+30.9% | $734.9 萬$506.4 萬 | +$173.6 萬 | 0.5%0.4% | +0.15 |
| DOVDOVER Corp | 加碼歷史 | 43,9507,368 | +36,582+496.5% | $733.2 萬$135.0 萬 | +$610.3 萬 | 0.5%0.1% | +0.44 |
| LMTLockheed Martin Corp | 減碼歷史 | 14,45625,511 | −11,055−43.3% | $721.7 萬$1,182 萬 | −$551.9 萬 | 0.5%0.9% | −0.40 |
| NUNu Holdings Ltd. | 加碼歷史 | 443,029181,891 | +261,138+143.6% | $709.3 萬$249.6 萬 | +$418.1 萬 | 0.5%0.2% | +0.33 |
| KEYKeycorp | 新進歷史 | 377,9200 | +377,920 | $706.3 萬$0 | +$706.3 萬 | 0.5%0.0% | +0.53 |
| PLTRPalantir Technologies Inc. | 減碼歷史 | 37,88784,235 | −46,348−55.0% | $691.1 萬$1,148 萬 | −$845.5 萬 | 0.5%0.9% | −0.40 |
| APPAppLovin Corp | 新進歷史 | 9,2380 | +9,238 | $663.8 萬$0 | +$663.8 萬 | 0.5%0.0% | +0.50 |
| DVNDevon Energy Corp | 減碼歷史 | 186,227189,826 | −3,599−1.9% | $652.9 萬$603.8 萬 | −$12.6 萬 | 0.5%0.5% | +0.01 |
| BMYBristol Myers Squibb Co | 新進歷史 | 143,6910 | +143,691 | $648.0 萬$0 | +$648.0 萬 | 0.5%0.0% | +0.48 |
| PRUPrudential Financial Inc | 加碼歷史 | 62,37659,230 | +3,146+5.3% | $647.1 萬$636.4 萬 | +$32.6 萬 | 0.5%0.5% | −0.02 |
| BSXBoston Scientific Corp | 減碼歷史 | 65,28382,813 | −17,530−21.2% | $637.4 萬$889.5 萬 | −$171.1 萬 | 0.5%0.7% | −0.23 |
| CRHCRH Public Ltd Co | 加碼歷史 | 51,45123,416 | +28,035+119.7% | $616.9 萬$215.0 萬 | +$336.1 萬 | 0.5%0.2% | +0.29 |
| SAPSAP SE | 加碼歷史 | 22,8334,182 | +18,651+446.0% | $610.1 萬$127.2 萬 | +$498.4 萬 | 0.5%0.1% | +0.36 |
| WDCWestern Digital Corp | 加碼歷史 | 50,63250,609 | +230.0% | $607.9 萬$323.8 萬 | +$2,761.38 | 0.5%0.3% | +0.20 |
| LRCXLam Research Corp | 新進歷史 | 45,2950 | +45,295 | $606.5 萬$0 | +$606.5 萬 | 0.5%0.0% | +0.45 |
| CBChubb Ltd | 加碼歷史 | 21,2202,879 | +18,341+637.1% | $598.9 萬$83.4 萬 | +$517.7 萬 | 0.4%0.1% | +0.38 |
| CTVACorteva, Inc. | 加碼歷史 | 87,8746,760 | +81,114+1,199.9% | $594.3 萬$50.4 萬 | +$548.6 萬 | 0.4%<0.1% | +0.40 |
| DPZDominos Pizza Inc | 新進歷史 | 13,4000 | +13,400 | $578.5 萬$0 | +$578.5 萬 | 0.4%0.0% | +0.43 |
| NOCNorthrop Grumman Corp | 新進歷史 | 9,4450 | +9,445 | $575.5 萬$0 | +$575.5 萬 | 0.4%0.0% | +0.43 |
| ADBEAdobe Inc. | 減碼歷史 | 16,24921,527 | −5,278−24.5% | $573.2 萬$832.8 萬 | −$186.2 萬 | 0.4%0.7% | −0.23 |
| NFLXNetflix Inc | 新進歷史 | 4,7240 | +4,724 | $566.4 萬$0 | +$566.4 萬 | 0.4%0.0% | +0.42 |
| COSTCostco Wholesale Corp | 減碼歷史 | 6,11010,686 | −4,576−42.8% | $565.6 萬$1,058 萬 | −$423.6 萬 | 0.4%0.8% | −0.42 |
| GEGeneral Electric Co | 加碼歷史 | 18,73815,861 | +2,877+18.1% | $563.7 萬$408.2 萬 | +$86.5 萬 | 0.4%0.3% | +0.10 |
| DHRDanaher Corp | 減碼歷史 | 28,30738,445 | −10,138−26.4% | $561.2 萬$759.4 萬 | −$201.0 萬 | 0.4%0.6% | −0.18 |
| RGAReinsurance Group of America Inc | 加碼歷史 | 29,1992,695 | +26,504+983.5% | $561.0 萬$53.5 萬 | +$509.2 萬 | 0.4%<0.1% | +0.38 |
| CRMSalesforce, Inc. | 減碼歷史 | 23,59847,772 | −24,174−50.6% | $559.3 萬$1,303 萬 | −$572.9 萬 | 0.4%1.0% | −0.62 |
| KGCKinross Gold Corp | 加碼歷史 | 224,832174,126 | +50,706+29.1% | $558.7 萬$272.2 萬 | +$126.0 萬 | 0.4%0.2% | +0.20 |
| PAYXPaychex Inc | 新進歷史 | 43,7670 | +43,767 | $554.8 萬$0 | +$554.8 萬 | 0.4%0.0% | +0.41 |
| ALLAllstate Corp | 加碼歷史 | 25,4383,496 | +21,942+627.6% | $546.0 萬$70.4 萬 | +$471.0 萬 | 0.4%0.1% | +0.35 |
| ROPRoper Technologies Inc | 新進歷史 | 10,8660 | +10,866 | $541.9 萬$0 | +$541.9 萬 | 0.4%0.0% | +0.41 |
| EDConsolidated Edison Inc | 新進歷史 | 52,2160 | +52,216 | $524.9 萬$0 | +$524.9 萬 | 0.4%0.0% | +0.39 |
| PGRProgressive Corp | 減碼歷史 | 21,13921,363 | −224−1.0% | $522.0 萬$570.1 萬 | −$5.53 萬 | 0.4%0.5% | −0.06 |
| KBHKB Home | 加碼歷史 | 77,96249,014 | +28,948+59.1% | $496.2 萬$259.6 萬 | +$184.2 萬 | 0.4%0.2% | +0.16 |
| JBHTHunt J B Transport Services Inc | 加碼歷史 | 36,96322,862 | +14,101+61.7% | $495.9 萬$328.3 萬 | +$189.2 萬 | 0.4%0.3% | +0.11 |
| STLDSteel Dynamics Inc | 加碼歷史 | 34,5371,661 | +32,876+1,979.3% | $481.5 萬$21.3 萬 | +$458.4 萬 | 0.4%<0.1% | +0.34 |
| TRGPTarga Resources Corp. | 加碼歷史 | 28,57218,282 | +10,290+56.3% | $478.7 萬$318.3 萬 | +$172.4 萬 | 0.4%0.3% | +0.11 |
| WWayfair Inc. | 新進歷史 | 52,9840 | +52,984 | $473.3 萬$0 | +$473.3 萬 | 0.4%0.0% | +0.35 |
| AMHAmerican Homes 4 Rent | 加碼歷史 | 141,21111,540 | +129,671+1,123.7% | $469.5 萬$41.6 萬 | +$431.2 萬 | 0.4%<0.1% | +0.32 |
| ESEversource Energy | 新進歷史 | 65,6510 | +65,651 | $467.0 萬$0 | +$467.0 萬 | 0.3%0.0% | +0.35 |
| ZTSZoetis Inc. | 減碼歷史 | 31,84532,304 | −459−1.4% | $466.0 萬$503.8 萬 | −$6.72 萬 | 0.3%0.4% | −0.05 |
| OVVOvintiv Inc. | 加碼歷史 | 114,113103,038 | +11,075+10.7% | $460.8 萬$392.1 萬 | +$44.7 萬 | 0.3%0.3% | +0.03 |
| LITELumentum Holdings Inc. | 減碼歷史 | 28,11836,177 | −8,059−22.3% | $457.5 萬$343.9 萬 | −$131.1 萬 | 0.3%0.3% | +0.07 |
| MTBM&T Bank Corp | 新進歷史 | 23,1310 | +23,131 | $457.1 萬$0 | +$457.1 萬 | 0.3%0.0% | +0.34 |
| PBProsperity Bancshares Inc | 新進歷史 | 68,3550 | +68,355 | $453.5 萬$0 | +$453.5 萬 | 0.3%0.0% | +0.34 |
| RMDResmed Inc | 加碼歷史 | 16,51716,384 | +133+0.8% | $452.1 萬$422.7 萬 | +$3.64 萬 | 0.3%0.3% | 0.00 |
| WMBWilliams Companies, Inc. | 減碼歷史 | 69,41073,824 | −4,414−6.0% | $439.7 萬$463.7 萬 | −$28.0 萬 | 0.3%0.4% | −0.04 |
| CICigna Group | 加碼歷史 | 15,1669,630 | +5,536+57.5% | $437.2 萬$318.3 萬 | +$159.6 萬 | 0.3%0.3% | +0.07 |
| NDAQNasdaq, Inc. | 加碼歷史 | 48,4315,700 | +42,731+749.7% | $428.4 萬$51.0 萬 | +$378.0 萬 | 0.3%<0.1% | +0.28 |
| TMUST-Mobile US, Inc. | 減碼歷史 | 17,54425,549 | −8,005−31.3% | $420.0 萬$608.7 萬 | −$191.6 萬 | 0.3%0.5% | −0.17 |
| VLOValero Energy Corp | 加碼歷史 | 24,49623,268 | +1,228+5.3% | $417.1 萬$312.8 萬 | +$20.9 萬 | 0.3%0.2% | +0.06 |
| TPRTapestry, Inc. | 減碼歷史 | 36,54443,884 | −7,340−16.7% | $413.8 萬$385.3 萬 | −$83.1 萬 | 0.3%0.3% | 0.00 |
| SUSuncor Energy Inc | 加碼歷史 | 98,88049,003 | +49,877+101.8% | $413.4 萬$183.5 萬 | +$208.5 萬 | 0.3%0.1% | +0.16 |
| GDGeneral Dynamics Corp | 減碼歷史 | 12,05027,432 | −15,382−56.1% | $410.9 萬$800.1 萬 | −$524.5 萬 | 0.3%0.6% | −0.33 |
| DEODiageo PLC | 加碼歷史 | 42,80823,606 | +19,202+81.3% | $408.5 萬$238.0 萬 | +$183.2 萬 | 0.3%0.2% | +0.12 |
| AVYAvery Dennison Corp | 加碼歷史 | 24,7872,780 | +22,007+791.6% | $402.0 萬$48.8 萬 | +$356.9 萬 | 0.3%<0.1% | +0.26 |
| PFGPrincipal Financial Group Inc | 加碼歷史 | 48,43328,660 | +19,773+69.0% | $401.6 萬$227.6 萬 | +$163.9 萬 | 0.3%0.2% | +0.12 |
| CPNGCoupang, Inc. | 加碼歷史 | 122,03171,700 | +50,331+70.2% | $392.9 萬$214.8 萬 | +$162.1 萬 | 0.3%0.2% | +0.12 |
| WWDWoodward, Inc. | 加碼歷史 | 15,5135,420 | +10,093+186.2% | $392.0 萬$132.8 萬 | +$255.1 萬 | 0.3%0.1% | +0.19 |
| RIVNRivian Automotive, Inc. | 新進歷史 | 262,7340 | +262,734 | $385.7 萬$0 | +$385.7 萬 | 0.3%0.0% | +0.29 |
| GLPIGaming & Leisure Properties, Inc. | 加碼歷史 | 80,67853,253 | +27,425+51.5% | $376.0 萬$248.6 萬 | +$127.8 萬 | 0.3%0.2% | +0.08 |
| ESTCElastic N.V. | 加碼歷史 | 44,2825,300 | +38,982+735.5% | $374.1 萬$44.7 萬 | +$329.4 萬 | 0.3%<0.1% | +0.24 |
| BLDQXO Insulation, LLC | 新進歷史 | 9,5450 | +9,545 | $373.1 萬$0 | +$373.1 萬 | 0.3%0.0% | +0.28 |
| SNDKSandisk Corp | 新進歷史 | 33,0460 | +33,046 | $370.8 萬$0 | +$370.8 萬 | 0.3%0.0% | +0.28 |
| NKENIKE, Inc. | 新進歷史 | 52,8830 | +52,883 | $368.8 萬$0 | +$368.8 萬 | 0.3%0.0% | +0.28 |
| CRWVCoreWeave, Inc. | 新進歷史 | 26,8970 | +26,897 | $368.1 萬$0 | +$368.1 萬 | 0.3%0.0% | +0.28 |
| MCKMcKesson Corp | 新進歷史 | 4,6950 | +4,695 | $362.7 萬$0 | +$362.7 萬 | 0.3%0.0% | +0.27 |
| EXPEExpedia Group, Inc. | 新進歷史 | 16,9050 | +16,905 | $361.3 萬$0 | +$361.3 萬 | 0.3%0.0% | +0.27 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。