清洁能源股开始第二春了。

高油价,ai能源需求,都是利好。

As of May 2026, the First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) is a US-focused, ~54-holding ETF, heavily concentrated in Bloom Energy (~11-12%), ON Semiconductor (~10%), and Monolithic Power Systems (~9%). It targets technology, electric vehicles, and solar energy companies, with approximately \(\$748\) million in AUM. [1, 2, 3, 4, 5]
Top Holdings (Approximate Weights as of May 2026)
  • Bloom Energy Corporation (BE): ~11.97%
  • ON Semiconductor Corporation (ON): ~9.97%
  • Monolithic Power Systems, Inc. (MPWR): ~9.29%
  • Tesla, Inc. (TSLA): ~6.23–6.74%
  • First Solar, Inc. (FSLR): ~5.76–6.13%
  • Advanced Energy Industries, Inc. (AEIS): ~3.76%
  • Nextpower Inc. (NXT): ~3.73%
  • Albemarle Corporation (ALB): ~3.62%
  • MP Materials Corp. (MP): ~3.61%
  • Rivian Automotive, Inc. (RIVN): ~3.52% [1, 2]
Key Characteristics
  • Focus: Renewable energy, electric vehicles, advanced materials, and energy storage.
  • Composition: High concentration in Technology (~37%) and Industrials/Consumer Cyclical.
  • Expense Ratio: 0.56% to 0.60% (net).
  • Risk Profile: High (focused, volatile sector). [1, 2, 3, 4, 5]

所有跟帖: 

包含了热门股bloom energy和特斯拉,大火的机会。 -lanyin0314- 给 lanyin0314 发送悄悄话 (0 bytes) () 05/13/2026 postreply 08:33:45

BE和VRT一直涨 没敢追 -貔貔貅- 给 貔貔貅 发送悄悄话 (0 bytes) () 05/13/2026 postreply 09:06:22

请您先登陆,再发跟帖!