TRILLIUM ASSET MANAGEMENT, LLC
BOSTON MA · SEC CIK 0000884541
$32.50亿2026Q2 申报市值
230持仓数
35.2%前十大占比 · 第一大 7.3%
7 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ROK 加仓+$1,602.44万
OKTA 新建仓+$629.42万
EHC 加仓+$585.58万
CMS 加仓+$551.30万
SPXC 新建仓+$536.96万
2026Q2 卖出最多 按季末市值估算
AZO 减仓-$1.15亿
ASML 减仓-$1.14亿
BKNG 减仓-$9,866.34万
COST 减仓-$9,104.88万
GOOGL 减仓-$6,973.97万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FERG | FERGUSON ENTERPRISES INC | $2,669.12万 | 0.82% | 112,368 | -33,030 | -22.7% | -$784.58万 | 减仓 |
| UL | UNILEVER PLC | $2,688.01万 | 0.83% | 447,107 | -20,477 | -4.4% | -$123.11万 | 减仓 |
| HD | HOME DEPOT INC | $2,737.38万 | 0.84% | 77,614 | -30,508 | -28.2% | -$1,075.99万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $2,745.49万 | 0.84% | 88,575 | -20,182 | -18.6% | -$625.57万 | 减仓 |
| NFLX | NETFLIX INC. | $2,753.39万 | 0.85% | 385,626 | -24,967 | -6.1% | -$178.27万 | 减仓 |
| V | VISA INC | $2,796.33万 | 0.86% | 81,502 | -41,155 | -33.6% | -$1,412.03万 | 减仓 |
| VMI | VALMONT INDS INC | $2,801.69万 | 0.86% | 48,505 | 5,641 | 13.2% | $325.83万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,820.14万 | 0.87% | 214,327 | -23,357 | -9.8% | -$307.33万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $2,867.14万 | 0.88% | 99,058 | -16,288 | -14.1% | -$471.44万 | 减仓 |
| PLD | PROLOGIS INC. | $2,921.86万 | 0.90% | 215,681 | -21,918 | -9.2% | -$296.93万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,985.76万 | 0.92% | 60,105 | -39,657 | -39.8% | -$1,969.99万 | 减仓 |
| NOW | SERVICENOW INC | $3,039.66万 | 0.94% | 306,168 | -39,513 | -11.4% | -$392.29万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $3,056.62万 | 0.94% | 302,395 | 57,932 | 23.7% | $585.58万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3,132.11万 | 0.96% | 111,448 | -29,927 | -21.2% | -$841.06万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $3,135.24万 | 0.96% | 94,972 | -7,535 | -7.4% | -$248.75万 | 减仓 |
| FSLR | FIRST SOLAR INC | $3,242.66万 | 1.00% | 137,423 | -4,976 | -3.5% | -$117.41万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3,326.20万 | 1.02% | 88,620 | -28,670 | -24.4% | -$1,076.08万 | 减仓 |
| UNP | UNION PAC CORP | $3,433.72万 | 1.06% | 126,236 | -33,844 | -21.1% | -$920.58万 | 减仓 |
| WAB | WABTEC | $3,457.67万 | 1.06% | 128,251 | -4,681 | -3.5% | -$126.20万 | 减仓 |
| LIN | LINDE PLC | $3,838.91万 | 1.18% | 73,973 | -53,090 | -41.8% | -$2,755.16万 | 减仓 |
| AZN | ASTRAZENECA PLC | $3,956.35万 | 1.22% | 208,971 | -54,536 | -20.7% | -$1,032.51万 | 减仓 |
| ETN | EATON CORP PLC | $4,008.15万 | 1.23% | 94,059 | -55,086 | -36.9% | -$2,347.39万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,349.43万 | 1.34% | 46,491 | -97,322 | -67.7% | -$9,104.88万 | 减仓 |
| ECL | ECOLAB INC | $4,368.70万 | 1.34% | 156,801 | -42,052 | -21.1% | -$1,171.63万 | 减仓 |
| AMAT | APPLIED MATLS INC | $4,426.26万 | 1.36% | 61,218 | -53,583 | -46.7% | -$3,874.23万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $4,430.28万 | 1.36% | 90,197 | -48,484 | -35.0% | -$2,381.43万 | 减仓 |
| BAC | BANK OF AMER CORP | $4,511.91万 | 1.39% | 791,839 | -11,608 | -1.4% | -$66.14万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $4,793.98万 | 1.47% | 194,700 | -39,351 | -16.8% | -$968.92万 | 减仓 |
| AVGO | BROADCOM INC | $4,824.02万 | 1.48% | 127,701 | -28,998 | -18.5% | -$1,095.43万 | 减仓 |
| TJX | TJX COS INC NEW | $5,886.00万 | 1.81% | 388,513 | -74,508 | -16.1% | -$1,128.80万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5,886.29万 | 1.81% | 114,606 | -71,692 | -38.5% | -$3,682.18万 | 减仓 |
| ASML | ASML HLDG NV | $6,665.34万 | 2.05% | 33,501 | -57,114 | -63.0% | -$1.14亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7,283.00万 | 2.24% | 152,499 | -48,622 | -24.2% | -$2,322.07万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $9,800.61万 | 3.02% | 287,388 | -65,860 | -18.6% | -$2,245.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.49亿 | 4.59% | 399,983 | -182,315 | -31.3% | -$6,800.76万 | 减仓 |
| AAPL | APPLE INC | $1.51亿 | 4.65% | 521,841 | -183,457 | -26.0% | -$5,308.53万 | 减仓 |
| GOOGL | ALPHABET INC | $2.02亿 | 6.21% | 564,783 | -195,146 | -25.7% | -$6,973.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.39亿 | 7.34% | 1,192,453 | -266,278 | -18.3% | -$5,327.97万 | 减仓 |