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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2.39亿 | 7.34% | 1,192,453 | -266,278 | -18.3% | -$5,327.97万 | 减仓 |
| GOOGL | ALPHABET INC | $2.02亿 | 6.21% | 564,783 | -195,146 | -25.7% | -$6,973.97万 | 减仓 |
| AAPL | APPLE INC | $1.51亿 | 4.65% | 521,841 | -183,457 | -26.0% | -$5,308.53万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.49亿 | 4.59% | 399,983 | -182,315 | -31.3% | -$6,800.76万 | 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 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7,283.00万 | 2.24% | 152,499 | -48,622 | -24.2% | -$2,322.07万 | 减仓 |
| ASML | ASML HLDG NV | $6,665.34万 | 2.05% | 33,501 | -57,114 | -63.0% | -$1.14亿 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5,886.29万 | 1.81% | 114,606 | -71,692 | -38.5% | -$3,682.18万 | 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 |
| AVGO | BROADCOM INC | $4,824.02万 | 1.48% | 127,701 | -28,998 | -18.5% | -$1,095.43万 | 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 |
| BAC | BANK OF AMER CORP | $4,511.91万 | 1.39% | 791,839 | -11,608 | -1.4% | -$66.14万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $4,430.28万 | 1.36% | 90,197 | -48,484 | -35.0% | -$2,381.43万 | 减仓 |
| AMAT | APPLIED MATLS INC | $4,426.26万 | 1.36% | 61,218 | -53,583 | -46.7% | -$3,874.23万 | 减仓 |
| ECL | ECOLAB INC | $4,368.70万 | 1.34% | 156,801 | -42,052 | -21.1% | -$1,171.63万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,349.43万 | 1.34% | 46,491 | -97,322 | -67.7% | -$9,104.88万 | 减仓 |
| ETN | EATON CORP PLC | $4,008.15万 | 1.23% | 94,059 | -55,086 | -36.9% | -$2,347.39万 | 减仓 |
| AZN | ASTRAZENECA PLC | $3,956.35万 | 1.22% | 208,971 | -54,536 | -20.7% | -$1,032.51万 | 减仓 |
| LIN | LINDE PLC | $3,838.91万 | 1.18% | 73,973 | -53,090 | -41.8% | -$2,755.16万 | 减仓 |
| WAB | WABTEC | $3,457.67万 | 1.06% | 128,251 | -4,681 | -3.5% | -$126.20万 | 减仓 |
| UNP | UNION PAC CORP | $3,433.72万 | 1.06% | 126,236 | -33,844 | -21.1% | -$920.58万 | 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 |
| FSLR | FIRST SOLAR INC | $3,242.66万 | 1.00% | 137,423 | -4,976 | -3.5% | -$117.41万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $3,135.24万 | 0.96% | 94,972 | -7,535 | -7.4% | -$248.75万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3,132.11万 | 0.96% | 111,448 | -29,927 | -21.2% | -$841.06万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $3,056.62万 | 0.94% | 302,395 | 57,932 | 23.7% | $585.58万 | 加仓 |
| NOW | SERVICENOW INC | $3,039.66万 | 0.94% | 306,168 | -39,513 | -11.4% | -$392.29万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,985.76万 | 0.92% | 60,105 | -39,657 | -39.8% | -$1,969.99万 | 减仓 |
| PLD | PROLOGIS INC. | $2,921.86万 | 0.90% | 215,681 | -21,918 | -9.2% | -$296.93万 | 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 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,820.14万 | 0.87% | 214,327 | -23,357 | -9.8% | -$307.33万 | 减仓 |
| VMI | VALMONT INDS INC | $2,801.69万 | 0.86% | 48,505 | 5,641 | 13.2% | $325.83万 | 加仓 |
| V | VISA INC | $2,796.33万 | 0.86% | 81,502 | -41,155 | -33.6% | -$1,412.03万 | 减仓 |
| NFLX | NETFLIX INC. | $2,753.39万 | 0.85% | 385,626 | -24,967 | -6.1% | -$178.27万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $2,745.49万 | 0.84% | 88,575 | -20,182 | -18.6% | -$625.57万 | 减仓 |
| HD | HOME DEPOT INC | $2,737.38万 | 0.84% | 77,614 | -30,508 | -28.2% | -$1,075.99万 | 减仓 |
| UL | UNILEVER PLC | $2,688.01万 | 0.83% | 447,107 | -20,477 | -4.4% | -$123.11万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $2,669.12万 | 0.82% | 112,368 | -33,030 | -22.7% | -$784.58万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,468.35万 | 0.76% | 200,498 | -37,162 | -15.6% | -$457.51万 | 减仓 |
| XYL | XYLEM INC | $2,402.29万 | 0.74% | 203,219 | -24,668 | -10.8% | -$291.60万 | 减仓 |
| MELI | MERCADOLIBRE INC | $2,400.48万 | 0.74% | 14,139 | -14,232 | -50.2% | -$2,416.27万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $2,284.81万 | 0.70% | 46,147 | 32,365 | 234.8% | $1,602.44万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,266.64万 | 0.70% | 71,991 | -33,820 | -32.0% | -$1,064.83万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $2,203.37万 | 0.68% | 390,873 | 19,636 | 5.3% | $110.69万 | 加仓 |
| PWR | QUANTA SVCS INC | $2,192.28万 | 0.67% | 30,443 | -40,217 | -56.9% | -$2,896.14万 | 减仓 |
| URI | UNITED RENTALS INC | $2,170.51万 | 0.67% | 19,155 | -39,316 | -67.2% | -$4,455.01万 | 减仓 |
| NVT | NVENT ELEC PLC | $2,142.67万 | 0.66% | 126,329 | -15,757 | -11.1% | -$267.26万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2,124.60万 | 0.65% | 119,196 | -553,529 | -82.3% | -$9,866.34万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2,105.68万 | 0.65% | 619,316 | 21,270 | 3.6% | $72.32万 | 加仓 |
| MYRG | MYR GROUP INC | $2,095.45万 | 0.64% | 41,875 | -7,287 | -14.8% | -$364.65万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $2,021.57万 | 0.62% | 71,767 | -828 | -1.1% | -$23.32万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $2,007.06万 | 0.62% | 180,310 | 956 | 0.5% | $10.64万 | 加仓 |
| AZO | AUTOZONE INC | $2,004.67万 | 0.62% | 6,269 | -36,020 | -85.2% | -$1.15亿 | 减仓 |
| SHOP | SHOPIFY INC | $2,000.43万 | 0.62% | 175,200 | 39,550 | 29.2% | $451.58万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $1,943.87万 | 0.60% | 150,582 | 4,391 | 3.0% | $56.68万 | 加仓 |
| EQIX | EQUINIX INC | $1,889.13万 | 0.58% | 18,120 | -44,936 | -71.3% | -$4,684.87万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $1,871.82万 | 0.58% | 647,910 | 47,525 | 7.9% | $137.30万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,856.21万 | 0.57% | 40,426 | -24,305 | -37.5% | -$1,116.00万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $1,759.27万 | 0.54% | 97,991 | 6,604 | 7.2% | $118.56万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1,738.85万 | 0.53% | 46,918 | -31,918 | -40.5% | -$1,182.93万 | 减仓 |
| CMS | CMS ENERGY CORP | $1,734.35万 | 0.53% | 226,709 | 72,064 | 46.6% | $551.30万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $1,724.39万 | 0.53% | 173,671 | 3,443 | 2.0% | $34.19万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,656.60万 | 0.51% | 162,110 | -10,057 | -5.8% | -$102.77万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $1,610.65万 | 0.50% | 147,901 | -8,592 | -5.5% | -$93.57万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,596.93万 | 0.49% | 31,849 | -28,675 | -47.4% | -$1,437.78万 | 减仓 |
| AFL | AFLAC INC | $1,521.91万 | 0.47% | 129,798 | -19,873 | -13.3% | -$233.02万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,378.81万 | 0.42% | 94,025 | -20,126 | -17.6% | -$295.13万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $1,363.69万 | 0.42% | 94,301 | -7,720 | -7.6% | -$111.64万 | 减仓 |
| INTU | INTUIT | $1,363.30万 | 0.42% | 52,231 | -15,274 | -22.6% | -$398.67万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,321.92万 | 0.41% | 57,579 | 18,798 | 48.5% | $431.57万 | 加仓 |
| DE | DEERE & CO | $1,299.35万 | 0.40% | 20,484 | -1,861 | -8.3% | -$118.05万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,296.43万 | 0.40% | 303,755 | 7,635 | 2.6% | $32.59万 | 加仓 |
| NXT | NEXTPOWER INC | $1,195.50万 | 0.37% | 100,343 | -3,772 | -3.6% | -$44.94万 | 减仓 |
| SITM | SITIME CORP | $1,160.12万 | 0.36% | 15,560 | -6,967 | -30.9% | -$519.44万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,123.57万 | 0.35% | 28,250 | -11,111 | -28.2% | -$441.91万 | 减仓 |
| MRK | MERCK & CO INC | $1,118.16万 | 0.34% | 87,017 | -4,355 | -4.8% | -$55.96万 | 减仓 |
| DSI | ISHARES TR | $1,008.03万 | 0.31% | 70,793 | -61,763 | -46.6% | -$879.45万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $997.99万 | 0.31% | 143,348 | 15,791 | 12.4% | $109.94万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $957.41万 | 0.29% | 36,059 | 3,816 | 11.8% | $101.32万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $949.04万 | 0.29% | 75,118 | -6,294 | -7.7% | -$79.52万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $903.49万 | 0.28% | 129,107 | 14,233 | 12.4% | $99.60万 | 加仓 |
| HDB | HDFC BANK LTD | $883.76万 | 0.27% | 342,146 | 87,404 | 34.3% | $225.76万 | 加仓 |
| PGR | PROGRESSIVE CORP | $875.63万 | 0.27% | 40,082 | -29,155 | -42.1% | -$636.92万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $875.26万 | 0.27% | 53,510 | -2,878 | -5.1% | -$47.08万 | 减仓 |
| CSCO | CISCO SYS INC | $870.70万 | 0.27% | 74,127 | -2,965 | -3.8% | -$34.83万 | 减仓 |
| BURL | BURLINGTON STORES INC | $850.00万 | 0.26% | 26,830 | 2,731 | 11.3% | $86.52万 | 加仓 |
| SYY | SYSCO CORP | $848.71万 | 0.26% | 101,542 | 1,085 | 1.1% | $9.07万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $839.87万 | 0.26% | 53,843 | 33,940 | 170.5% | $529.41万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $814.48万 | 0.25% | 47,047 | 4,183 | 9.8% | $72.42万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $806.40万 | 0.25% | 20,852 | -1,450 | -6.5% | -$56.08万 | 减仓 |
| ALC | ALCON AG | $796.21万 | 0.24% | 118,658 | -30,291 | -20.3% | -$203.26万 | 减仓 |
| AVY | AVERY DENNISON CORP | $771.23万 | 0.24% | 47,500 | -10,853 | -18.6% | -$176.21万 | 减仓 |
| HXL | HEXCEL CORP NEW | $753.48万 | 0.23% | 75,302 | 8,314 | 12.4% | $83.19万 | 加仓 |
| MSA | MSA SAFETY INC | $723.12万 | 0.22% | 41,420 | 4,348 | 11.7% | $75.91万 | 加仓 |
| NGVT | INGEVITY CORP | $690.33万 | 0.21% | 92,450 | 7,504 | 8.8% | $56.03万 | 加仓 |
| THG | HANOVER INS GROUP INC | $689.44万 | 0.21% | 32,198 | 3,377 | 11.7% | $72.31万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $644.04万 | 0.20% | 15,493 | -19,226 | -55.4% | -$799.22万 | 减仓 |
| OKTA | OKTA INC | $629.42万 | 0.19% | 46,128 | 46,128 | — | $629.42万 | 新建仓 |
| TRMB | TRIMBLE INC | $626.26万 | 0.19% | 122,363 | 11,904 | 10.8% | $60.93万 | 加仓 |
| DT | DYNATRACE INC | $617.89万 | 0.19% | 140,716 | 14,738 | 11.7% | $64.72万 | 加仓 |