Hardman Johnston Global Advisors LLC
Stamford CT · SEC CIK 0001006364
$21.05亿2026Q1 申报市值
73持仓数
61.6%前十大占比 · 第一大 17.5%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CCJ 加仓+$3.60亿
FTI 新建仓+$1.22亿
BIL 重新持有+$1,325.76万
SLB 加仓+$1,052.31万
SWK 加仓+$816.59万
2026Q1 卖出最多 按季末市值估算
HDB 清仓-$1.62亿
IBN 减仓-$6,583.09万
AZN 清仓-$5,027.86万
ASML 减仓-$4,950.21万
BAC 清仓-$3,068.84万
2026Q1 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 | $3.69亿 | 17.55% | 3,401,119 | 3,316,329 | 3,911.2% | $3.60亿 | 加仓 |
| ASML | ASML HLDG NV | $1.57亿 | 7.44% | 118,526 | -37,478 | -24.0% | -$4,950.21万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1.32亿 | 6.26% | 76,178 | -563 | -0.7% | -$97.34万 | 减仓 |
| FTI | TECHNIPFMC PLC | $1.22亿 | 5.79% | 1,761,612 | 1,761,612 | — | $1.22亿 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $9,678.51万 | 4.60% | 419,965 | -79,541 | -15.9% | -$1,833.10万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $9,306.44万 | 4.42% | 371,396 | -49,545 | -11.8% | -$1,241.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $8,567.23万 | 4.07% | 491,240 | -31,516 | -6.0% | -$549.64万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8,507.62万 | 4.04% | 251,742 | -57,050 | -18.5% | -$1,928.00万 | 减仓 |
| GOOGL | ALPHABET INC | $7,892.20万 | 3.75% | 274,454 | -39,178 | -12.5% | -$1,126.60万 | 减仓 |
| IBN | ICICI BANK LIMITED | $7,730.85万 | 3.67% | 2,984,885 | -2,541,732 | -46.0% | -$6,583.09万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $5,330.92万 | 2.53% | 78,267 | -7,182 | -8.4% | -$489.18万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4,687.41万 | 2.23% | 93,812 | -4,958 | -5.0% | -$247.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,631.57万 | 2.20% | 125,120 | -34,100 | -21.4% | -$1,262.28万 | 减仓 |
| AAPL | APPLE INC | $3,904.20万 | 1.85% | 153,836 | -17,961 | -10.5% | -$455.83万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $3,586.28万 | 1.70% | 111,130 | -10,854 | -8.9% | -$350.27万 | 减仓 |
| LLY | ELI LILLY & CO | $2,926.62万 | 1.39% | 31,819 | -380 | -1.2% | -$34.95万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $2,906.13万 | 1.38% | 404,922 | -5,742 | -1.4% | -$41.21万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $2,834.25万 | 1.35% | 301,580 | -28,299 | -8.6% | -$265.95万 | 减仓 |
| CTVA | CORTEVA INC | $2,656.27万 | 1.26% | 317,318 | -15,540 | -4.7% | -$130.09万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,605.87万 | 1.24% | 58,357 | -5,449 | -8.5% | -$243.32万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2,550.49万 | 1.21% | 354,580 | -7,130 | -2.0% | -$51.29万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2,348.36万 | 1.12% | 135,391 | -8,579 | -6.0% | -$148.80万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,319.16万 | 1.10% | 289,606 | -27,164 | -8.6% | -$217.53万 | 减仓 |
| ALB | ALBEMARLE CORP | $2,217.93万 | 1.05% | 123,541 | 18,043 | 17.1% | $323.93万 | 加仓 |
| C | CITIGROUP INC | $2,144.36万 | 1.02% | 189,080 | -10,370 | -5.2% | -$117.61万 | 减仓 |
| SN | SHARKNINJA INC | $2,038.78万 | 0.97% | 192,519 | -14,243 | -6.9% | -$150.83万 | 减仓 |
| AMZN | AMAZON COM INC | $1,954.26万 | 0.93% | 93,833 | -48,325 | -34.0% | -$1,006.46万 | 减仓 |
| STM | STMICROELECTRONICS N V | $1,872.77万 | 0.89% | 542,045 | 169,614 | 45.5% | $586.02万 | 加仓 |
| HXL | HEXCEL CORP NEW | $1,772.22万 | 0.84% | 218,982 | -20,565 | -8.6% | -$166.43万 | 减仓 |
| IQV | IQVIA HLDGS INC | $1,736.52万 | 0.82% | 101,825 | -8,082 | -7.4% | -$137.83万 | 减仓 |
| ILMN | ILLUMINA INC | $1,698.29万 | 0.81% | 137,781 | 10,545 | 8.3% | $129.98万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,659.38万 | 0.79% | 191,504 | -7,360 | -3.7% | -$63.77万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,655.59万 | 0.79% | 81,484 | -10,323 | -11.2% | -$209.74万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $1,588.08万 | 0.75% | 223,484 | 114,916 | 105.8% | $816.59万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,539.74万 | 0.73% | 168,020 | 144,670 | 619.6% | $1,325.76万 | 重新持有 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1,490.05万 | 0.71% | 622,670 | -8,170 | -1.3% | -$19.55万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1,482.28万 | 0.70% | 161,715 | -1,571 | -1.0% | -$14.40万 | 减仓 |
| SLB | SLB LIMITED | $1,392.22万 | 0.66% | 270,913 | 204,770 | 309.6% | $1,052.31万 | 加仓 |
| ADBE | ADOBE INC | $1,218.34万 | 0.58% | 50,121 | -6,058 | -10.8% | -$147.26万 | 减仓 |
| META | META PLATFORMS INC | $1,198.33万 | 0.57% | 20,945 | -660 | -3.1% | -$37.76万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,041.80万 | 0.49% | 166,024 | -62,240 | -27.3% | -$390.56万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,038.31万 | 0.49% | 361,655 | -39,706 | -9.9% | -$114.00万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $840.39万 | 0.40% | 53,450 | -3,247 | -5.7% | -$51.05万 | 减仓 |
| AVGO | BROADCOM INC | $800.33万 | 0.38% | 25,858 | 15,030 | 138.8% | $465.19万 | 加仓 |
| GOOG | ALPHABET INC | $690.82万 | 0.33% | 24,082 | -7,948 | -24.8% | -$228.00万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $657.75万 | 0.31% | 24,308 | -803 | -3.2% | -$21.73万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $547.44万 | 0.26% | 144,671 | -34,214 | -19.1% | -$129.47万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $375.24万 | 0.18% | 36,548 | -7,163 | -16.4% | -$73.54万 | 减仓 |
| PLD | PROLOGIS INC. | $302.31万 | 0.14% | 22,871 | -3,436 | -13.1% | -$45.42万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $241.21万 | 0.11% | 16,700 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $219.74万 | 0.10% | 10,630 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $215.19万 | 0.10% | 7,226 | 7,226 | — | $215.19万 | 新建仓 |
| TMUS | T-MOBILE US INC | $214.86万 | 0.10% | 10,230 | -1,025 | -9.1% | -$21.53万 | 减仓 |
| EOG | EOG RES INC | $196.33万 | 0.09% | 13,580 | 13,580 | — | $196.33万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $193.14万 | 0.09% | 9,335 | 3,935 | 72.9% | $81.42万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $164.23万 | 0.08% | 36,310 | -250,605 | -87.3% | -$1,133.49万 | 减仓 |
| — | EXXON MOBIL CORP | $150.71万 | 0.07% | 8,883 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $134.85万 | 0.06% | 11,210 | -1,540 | -12.1% | -$18.52万 | 减仓 |
| OKE | ONEOK INC NEW | $129.77万 | 0.06% | 14,357 | 3,494 | 32.2% | $31.58万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $95.30万 | 0.05% | 14,750 | 8,850 | 150.0% | $57.18万 | 加仓 |
| ES | EVERSOURCE ENERGY | $83.14万 | 0.04% | 12,000 | 9,000 | 300.0% | $62.35万 | 加仓 |
| PFE | PFIZER INC | $77.50万 | 0.04% | 27,600 | 27,600 | — | $77.50万 | 新建仓 |
| — | LXP INDUSTRIAL TRUST | $76.33万 | 0.04% | 16,500 | 16,500 | — | $76.33万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $66.46万 | 0.03% | 6,405 | 1,740 | 37.3% | $18.05万 | 加仓 |
| HSY | HERSHEY CO | $60.29万 | 0.03% | 2,900 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $52.25万 | 0.02% | 2,625 | 70 | 2.7% | $1.39万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $51.30万 | 0.02% | 13,857 | 13,857 | — | $51.30万 | 新建仓 |
| SHEL | SHELL PLC | $46.50万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $44.61万 | 0.02% | 511 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $31.74万 | 0.02% | 3,600 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD | $28.63万 | 0.01% | 5,750 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $26.84万 | 0.01% | 946 | -200 | -17.5% | -$5.68万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $20.77万 | 0.01% | 9,700 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -4,428,563 | -100.0% | -$1.62亿 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -273,462 | -100.0% | -$5,027.86万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -557,970 | -100.0% | -$3,068.84万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -35,447 | -100.0% | -$574.74万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -26,640 | -100.0% | -$166.42万 | 清仓 |