Hardman Johnston Global Advisors LLC
Stamford CT · SEC CIK 0001006364
$28.50亿2026Q2 申报市值
77持仓数
67.2%前十大占比 · 第一大 15.1%
5 / 1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
FTI 加仓+$2.69亿
IBN 加仓+$1.27亿
CCJ 加仓+$8,295.54万
SLB 加仓+$1,970.66万
AMZN 加仓+$1,189.91万
2026Q2 卖出最多 按季末市值估算
VRT 减仓-$2,006.38万
STM 减仓-$1,642.49万
ASML 减仓-$1,160.04万
META 减仓-$909.32万
MSFT 减仓-$880.18万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| CCJ | CAMECO CORP | $4.29亿 | 15.07% | 4,215,525 | 814,406 | 23.9% | $8,295.54万 | 加仓 |
| FTI | TECHNIPFMC PLC | $3.86亿 | 13.54% | 5,819,258 | 4,057,646 | 230.3% | $2.69亿 | 加仓 |
| ASML | ASML HLDG NV | $2.24亿 | 7.87% | 112,695 | -5,831 | -4.9% | -$1,160.04万 | 减仓 |
| IBN | ICICI BANK LIMITED | $2.14亿 | 7.51% | 7,370,799 | 4,385,914 | 146.9% | $1.27亿 | 加仓 |
| MELI | MERCADOLIBRE INC | $1.30亿 | 4.57% | 76,673 | 495 | 0.6% | $84.02万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.26亿 | 4.41% | 263,227 | 11,485 | 4.6% | $548.49万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1.08亿 | 3.80% | 402,710 | -17,255 | -4.1% | -$463.92万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1.04亿 | 3.66% | 311,472 | -59,924 | -16.1% | -$2,006.38万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $9,819.72万 | 3.45% | 490,765 | -475 | -0.1% | -$9.50万 | 减仓 |
| GOOGL | ALPHABET INC | $9,545.07万 | 3.35% | 267,092 | -7,362 | -2.7% | -$263.10万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $5,790.12万 | 2.03% | 76,411 | -1,856 | -2.4% | -$140.64万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4,837.29万 | 1.70% | 94,184 | 372 | 0.4% | $19.11万 | 加仓 |
| AAPL | APPLE INC | $4,389.76万 | 1.54% | 151,706 | -2,130 | -1.4% | -$61.63万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $4,060.29万 | 1.42% | 108,893 | -2,237 | -2.0% | -$83.41万 | 减仓 |
| LLY | ELI LILLY & CO | $3,893.47万 | 1.37% | 32,461 | 642 | 2.0% | $77.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,787.05万 | 1.33% | 101,524 | -23,596 | -18.9% | -$880.18万 | 减仓 |
| C | CITIGROUP INC | $3,681.51万 | 1.29% | 263,040 | 73,960 | 39.1% | $1,035.14万 | 加仓 |
| AMZN | AMAZON COM INC | $3,426.33万 | 1.20% | 143,758 | 49,925 | 53.2% | $1,189.91万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $3,233.73万 | 1.13% | 409,592 | 4,670 | 1.2% | $36.87万 | 加仓 |
| SLB | SLB LIMITED | $3,230.14万 | 1.13% | 694,803 | 423,890 | 156.5% | $1,970.66万 | 加仓 |
| SN | SHARKNINJA INC | $2,942.10万 | 1.03% | 193,216 | 697 | 0.4% | $10.61万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,865.29万 | 1.01% | 57,683 | -674 | -1.2% | -$33.48万 | 减仓 |
| ILMN | ILLUMINA INC | $2,813.17万 | 0.99% | 159,994 | 22,213 | 16.1% | $390.57万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2,754.58万 | 0.97% | 298,535 | -3,045 | -1.0% | -$28.10万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,633.04万 | 0.92% | 291,072 | 1,466 | 0.5% | $13.26万 | 加仓 |
| CTVA | CORTEVA INC | $2,609.10万 | 0.92% | 308,077 | -9,241 | -2.9% | -$78.26万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2,604.40万 | 0.91% | 360,920 | 6,340 | 1.8% | $45.75万 | 加仓 |
| STM | STMICROELECTRONICS N V | $2,416.88万 | 0.85% | 322,724 | -219,321 | -40.5% | -$1,642.49万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $2,291.96万 | 0.80% | 243,515 | 20,031 | 9.0% | $188.53万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2,244.66万 | 0.79% | 134,677 | -714 | -0.5% | -$11.90万 | 减仓 |
| HXL | HEXCEL CORP NEW | $2,189.03万 | 0.77% | 218,772 | -210 | -0.1% | -$2.10万 | 减仓 |
| AVGO | BROADCOM INC | $2,104.14万 | 0.74% | 55,702 | 29,844 | 115.4% | $1,127.36万 | 加仓 |
| IQV | IQVIA HLDGS INC | $1,954.03万 | 0.69% | 101,130 | -695 | -0.7% | -$13.43万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,799.04万 | 0.63% | 80,332 | -1,152 | -1.4% | -$25.80万 | 减仓 |
| ALB | ALBEMARLE CORP | $1,624.15万 | 0.57% | 120,281 | -3,260 | -2.6% | -$44.02万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,569.06万 | 0.55% | 171,220 | 3,200 | 1.9% | $29.32万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1,564.43万 | 0.55% | 635,690 | 13,020 | 2.1% | $32.04万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,492.89万 | 0.52% | 190,834 | -670 | -0.3% | -$5.24万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,212.85万 | 0.43% | 29,181 | 4,873 | 20.0% | $202.54万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1,148.92万 | 0.40% | 132,685 | -29,030 | -18.0% | -$251.37万 | 减仓 |
| ADBE | ADOBE INC | $1,014.62万 | 0.36% | 49,489 | -632 | -1.3% | -$12.96万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $870.30万 | 0.31% | 354,500 | -7,155 | -2.0% | -$17.57万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $799.11万 | 0.28% | 52,806 | -644 | -1.2% | -$9.75万 | 减仓 |
| GOOG | ALPHABET INC | $798.03万 | 0.28% | 22,586 | -1,496 | -6.2% | -$52.86万 | 减仓 |
| NFLX | NETFLIX INC. | $733.56万 | 0.26% | 102,740 | 102,740 | — | $733.56万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $718.56万 | 0.25% | 168,360 | 2,336 | 1.4% | $9.97万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $694.40万 | 0.24% | 28,817 | 28,817 | — | $694.40万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $515.61万 | 0.18% | 140,264 | -4,407 | -3.0% | -$16.20万 | 减仓 |
| ARGX | ARGENX SE | $388.27万 | 0.14% | 4,185 | 4,185 | — | $388.27万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $322.83万 | 0.11% | 35,578 | -970 | -2.7% | -$8.80万 | 减仓 |
| EOG | EOG RES INC | $317.32万 | 0.11% | 24,460 | 10,880 | 80.1% | $141.15万 | 加仓 |
| PLD | PROLOGIS INC. | $302.80万 | 0.11% | 22,352 | -519 | -2.3% | -$7.03万 | 减仓 |
| WAT | WATERS CORP | $288.86万 | 0.10% | 7,702 | 476 | 6.6% | $17.85万 | 加仓 |
| META | META PLATFORMS INC | $270.49万 | 0.09% | 4,802 | -16,143 | -77.1% | -$909.32万 | 减仓 |
| MTB | M & T BK CORP | $253.00万 | 0.09% | 10,630 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $244.89万 | 0.09% | 16,700 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $238.97万 | 0.08% | 27,487 | 13,130 | 91.5% | $114.15万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $156.79万 | 0.06% | 36,310 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $154.74万 | 0.05% | 9,335 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $144.05万 | 0.05% | 11,210 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $133.61万 | 0.05% | 14,650 | -100 | -0.7% | -$9,120 | 减仓 |
| — | EXXON MOBIL CORP | $121.45万 | 0.04% | 8,883 | 0 | 0.0% | — | 不变 |
| — | LXP INDUSTRIAL TRUST | $105.07万 | 0.04% | 19,500 | 3,000 | 18.2% | $16.16万 | 加仓 |
| NWL | NEWELL BRANDS INC | $92.10万 | 0.03% | 150,000 | 150,000 | — | $92.10万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $90.03万 | 0.03% | 3,260 | -3,145 | -49.1% | -$86.86万 | 减仓 |
| ES | EVERSOURCE ENERGY | $86.72万 | 0.03% | 12,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $66.46万 | 0.02% | 27,600 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $56.82万 | 0.02% | 2,625 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $50.88万 | 0.02% | 2,900 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $49.47万 | 0.02% | 13,738 | -119 | -0.9% | -$4,285 | 减仓 |
| GEV | GE VERNOVA INC | $48.29万 | 0.02% | 411 | -100 | -19.6% | -$11.75万 | 减仓 |
| GE | GE AEROSPACE | $35.35万 | 0.01% | 946 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $33.34万 | 0.01% | 4,300 | -700 | -14.0% | -$5.43万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $29.26万 | 0.01% | 9,700 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $27.18万 | 0.01% | 3,600 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD | $22.91万 | 0.01% | 5,750 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $20.51万 | 0.01% | 754 | 754 | — | $20.51万 | 新建仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -10,230 | -100.0% | -$214.86万 | 清仓 |