Robeco Schweiz AG
ZURICH V8 · SEC CIK 0001418427
$62.34亿2026Q2 申报市值
126持仓数
34.1%前十大占比 · 第一大 4.7%
8 / 9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
FRVO 新建仓+$5,756.04万
MWH 加仓+$5,572.29万
ADI 加仓+$5,304.32万
ENPH 加仓+$4,971.62万
POWI 加仓+$3,938.68万
2026Q2 卖出最多 按季末市值估算
MRVL 减仓-$7,197.05万
ARM 减仓-$6,383.61万
BEPC 清仓-$5,345.30万
FIX 减仓-$3,899.49万
VRT 减仓-$2,848.62万
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 |
|---|---|---|---|---|---|---|---|---|
| ARM | ARM HOLDINGS PLC | $2.93亿 | 4.71% | 827,366 | -180,038 | -17.9% | -$6,383.61万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.86亿 | 4.59% | 960,706 | -241,601 | -20.1% | -$7,197.05万 | 减仓 |
| NVT | NVENT ELEC PLC | $2.46亿 | 3.94% | 1,450,021 | 25,633 | 1.8% | $434.76万 | 加仓 |
| PWR | QUANTA SVCS INC | $2.35亿 | 3.77% | 326,449 | 3,120 | 1.0% | $224.65万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2.14亿 | 3.43% | 637,920 | -85,079 | -11.8% | -$2,848.62万 | 减仓 |
| ADI | ANALOG DEVICES INC | $2.10亿 | 3.36% | 527,512 | 133,553 | 33.9% | $5,304.32万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $1.68亿 | 2.70% | 705,873 | 132,746 | 23.2% | $3,161.88万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $1.63亿 | 2.61% | 1,722,056 | -240,243 | -12.2% | -$2,271.26万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1.58亿 | 2.53% | 184,110 | -30,716 | -14.3% | -$2,635.62万 | 减仓 |
| FSLR | FIRST SOLAR INC | $1.54亿 | 2.47% | 651,923 | 6,231 | 1.0% | $147.03万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $1.41亿 | 2.26% | 481,609 | 4,603 | 1.0% | $134.78万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.39亿 | 2.23% | 909,862 | 8,697 | 1.0% | $133.03万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1.34亿 | 2.15% | 1,007,585 | -109,960 | -9.8% | -$1,460.60万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.33亿 | 2.13% | 96,033 | 1,040 | 1.1% | $143.77万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $1.12亿 | 1.80% | 1,340,404 | 470,234 | 54.0% | $3,938.68万 | 加仓 |
| NXT | NEXTPOWER INC | $1.03亿 | 1.65% | 865,627 | 7,459 | 0.9% | $88.87万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $1.02亿 | 1.63% | 2,061,745 | 1,009,670 | 96.0% | $4,971.62万 | 加仓 |
| ADSK | AUTODESK INC | $9,971.41万 | 1.60% | 512,880 | -147 | -0.0% | -$2.86万 | 减仓 |
| XYL | XYLEM INC | $9,615.80万 | 1.54% | 813,451 | 115,774 | 16.6% | $1,368.56万 | 加仓 |
| BE | BLOOM ENERGY CORP | $9,584.60万 | 1.54% | 316,637 | 55,536 | 21.3% | $1,681.07万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $9,572.62万 | 1.54% | 190,933 | 60,220 | 46.1% | $3,019.19万 | 加仓 |
| CSL | CARLISLE COS INC | $9,142.82万 | 1.47% | 252,042 | 2,413 | 1.0% | $87.53万 | 加仓 |
| ITRI | ITRON INC | $9,118.52万 | 1.46% | 1,053,799 | 102,064 | 10.7% | $883.16万 | 加仓 |
| MWH | SOLV ENERGY INC | $8,993.98万 | 1.44% | 2,641,405 | 1,636,501 | 162.9% | $5,572.29万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $8,953.73万 | 1.44% | 3,099,250 | 812,000 | 35.5% | $2,345.87万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $8,639.70万 | 1.39% | 175,904 | 1,682 | 1.0% | $82.61万 | 加仓 |
| VLTO | VERALTO CORP | $7,823.07万 | 1.25% | 882,169 | 31,871 | 3.7% | $282.63万 | 加仓 |
| IEX | IDEX CORP | $7,308.81万 | 1.17% | 322,045 | -57,026 | -15.0% | -$1,294.21万 | 减仓 |
| GLW | CORNING INC | $7,238.32万 | 1.16% | 283,378 | 20,878 | 8.0% | $533.29万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $6,549.33万 | 1.05% | 275,959 | 43,251 | 18.6% | $1,026.48万 | 加仓 |
| TER | TERADYNE INC | $6,250.05万 | 1.00% | 129,176 | -6,560 | -4.8% | -$317.40万 | 减仓 |
| ECL | ECOLAB INC | $6,045.11万 | 0.97% | 216,974 | 30,766 | 16.5% | $857.17万 | 加仓 |
| DHR | DANAHER CORP DEL | $5,898.86万 | 0.95% | 309,684 | 21,803 | 7.6% | $415.30万 | 加仓 |
| FRVO | FERVO ENERGY CO | $5,756.04万 | 0.92% | 1,969,224 | 1,969,224 | — | $5,756.04万 | 新建仓 |
| WAT | WATERS CORP | $5,707.92万 | 0.92% | 152,195 | 7,323 | 5.1% | $274.64万 | 加仓 |
| RUN | SUNRUN INC | $5,704.80万 | 0.92% | 4,263,680 | 40,743 | 1.0% | $54.51万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $5,570.78万 | 0.89% | 147,200 | 32,500 | 28.3% | $1,229.96万 | 加仓 |
| EME | EMCOR GROUP INC | $5,432.39万 | 0.87% | 65,460 | 1,200 | 1.9% | $99.59万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $5,089.90万 | 0.82% | 150,522 | -4,500 | -2.9% | -$152.17万 | 减仓 |
| WM | WASTE MGMT INC DEL | $4,912.39万 | 0.79% | 220,405 | 49,627 | 29.1% | $1,106.09万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $4,789.91万 | 0.77% | 1,179,201 | 11,270 | 1.0% | $45.78万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $4,278.40万 | 0.69% | 896,000 | 236,000 | 35.8% | $1,126.90万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $4,265.15万 | 0.68% | 271,735 | -36,669 | -11.9% | -$575.56万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $4,117.75万 | 0.66% | 556,152 | -60,336 | -9.8% | -$446.73万 | 减仓 |
| STM | STMICROELECTRONICS N V | $4,035.67万 | 0.65% | 538,880 | 10,482 | 2.0% | $78.50万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $3,824.99万 | 0.61% | 303,571 | 241 | 0.1% | $3.04万 | 加仓 |
| APG | API GROUP CORP | $3,777.62万 | 0.61% | 891,999 | -156,035 | -14.9% | -$660.81万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $3,746.91万 | 0.60% | 152,829 | 81,116 | 113.1% | $1,988.72万 | 加仓 |
| TXN | TEXAS INSTRS INC | $3,641.94万 | 0.58% | 122,184 | -1,843 | -1.5% | -$54.93万 | 减仓 |
| LIN | LINDE PLC | $3,583.54万 | 0.57% | 69,055 | 25,237 | 57.6% | $1,309.65万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $3,462.48万 | 0.56% | 630,689 | -16,000 | -2.5% | -$87.84万 | 减仓 |
| CNM | CORE & MAIN INC | $3,434.36万 | 0.55% | 711,784 | -49,000 | -6.4% | -$236.43万 | 减仓 |
| TKR | TIMKEN CO | $3,417.78万 | 0.55% | 235,190 | 235,190 | — | $3,417.78万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $3,331.79万 | 0.53% | 85,114 | 22,082 | 35.0% | $864.40万 | 加仓 |
| ALB | ALBEMARLE CORP | $3,170.11万 | 0.51% | 234,771 | 39,859 | 20.4% | $538.22万 | 加仓 |
| PNR | PENTAIR PLC | $3,098.11万 | 0.50% | 404,137 | 111,001 | 37.9% | $850.93万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3,045.02万 | 0.49% | 108,352 | 2,101 | 2.0% | $59.04万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,000.10万 | 0.48% | 85,700 | 7,200 | 9.2% | $252.05万 | 加仓 |
| COHR | COHERENT CORP | $2,931.19万 | 0.47% | 74,307 | -40,093 | -35.0% | -$1,581.55万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $2,926.23万 | 0.47% | 86,475 | 11,674 | 15.6% | $395.04万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,894.58万 | 0.46% | 22,658 | 5,744 | 34.0% | $733.80万 | 加仓 |
| MKSI | MKS INC. | $2,890.84万 | 0.46% | 64,992 | 19,392 | 42.5% | $862.56万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $2,887.50万 | 0.46% | 1,223,000 | 322,000 | 35.7% | $760.24万 | 加仓 |
| DOV | DOVER CORP | $2,829.56万 | 0.45% | 126,162 | -4,000 | -3.1% | -$89.71万 | 减仓 |
| CTAS | CINTAS CORP | $2,631.24万 | 0.42% | 154,706 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $2,591.59万 | 0.42% | 140,245 | 2,724 | 2.0% | $50.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,591.17万 | 0.42% | 129,500 | 0 | 0.0% | — | 不变 |
| AUGO | AURA MINERALS INC | $2,562.07万 | 0.41% | 407,000 | 121,000 | 42.3% | $761.70万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,551.99万 | 0.41% | 193,950 | 10,504 | 5.7% | $138.21万 | 加仓 |
| ACM | AECOM | $2,412.55万 | 0.39% | 345,638 | -26,299 | -7.1% | -$183.57万 | 减仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $2,384.10万 | 0.38% | 611,307 | 611,307 | — | $2,384.10万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $2,338.50万 | 0.38% | 11,799 | -19,675 | -62.5% | -$3,899.49万 | 减仓 |
| WCC | WESCO INTL INC | $2,259.11万 | 0.36% | 65,400 | 30,400 | 86.9% | $1,050.11万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2,199.00万 | 0.35% | 58,590 | 18,590 | 46.5% | $697.72万 | 加仓 |
| TEX | TEREX CORP NEW | $2,167.24万 | 0.35% | 299,384 | 299,384 | — | $2,167.24万 | 新建仓 |
| TSLA | TESLA INC | $1,905.91万 | 0.31% | 45,314 | 884 | 2.0% | $37.18万 | 加仓 |
| SNOW | SNOWFLAKE INC | $1,819.67万 | 0.29% | 71,500 | -26,000 | -26.7% | -$661.70万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $1,793.99万 | 0.29% | 29,200 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1,762.68万 | 0.28% | 87,430 | 1,693 | 2.0% | $34.13万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1,743.46万 | 0.28% | 81,822 | 5,000 | 6.5% | $106.54万 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $1,743.40万 | 0.28% | 230,000 | 230,000 | — | $1,743.40万 | 新建仓 |
| GFL | GFL ENVIRONMENTAL INC | $1,709.96万 | 0.27% | 464,788 | -112,215 | -19.4% | -$412.84万 | 减仓 |
| AZZ | AZZ INC | $1,691.21万 | 0.27% | 109,075 | 52,475 | 92.7% | $813.62万 | 加仓 |
| AOS | SMITH A O CORP | $1,587.88万 | 0.25% | 253,170 | -16,000 | -5.9% | -$100.35万 | 减仓 |
| HSAI | HESAI GROUP | $1,517.82万 | 0.24% | 833,050 | -7,335 | -0.9% | -$13.36万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $1,498.76万 | 0.24% | 165,171 | -33,572 | -16.9% | -$304.63万 | 减仓 |
| AVTR | AVANTOR INC | $1,451.14万 | 0.23% | 1,465,796 | -2,723,740 | -65.0% | -$2,696.50万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $1,436.97万 | 0.23% | 229,000 | 64,500 | 39.2% | $404.74万 | 加仓 |
| BSY | BENTLEY SYS INC | $1,363.70万 | 0.22% | 456,240 | 167,703 | 58.1% | $501.26万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,354.94万 | 0.22% | 29,511 | 2,971 | 11.2% | $136.41万 | 加仓 |
| SSD | SIMPSON MFG INC | $1,329.37万 | 0.21% | 63,500 | 19,500 | 44.3% | $408.23万 | 加仓 |
| ICFI | ICF INTL INC | $1,196.27万 | 0.19% | 164,188 | -12,000 | -6.8% | -$87.43万 | 减仓 |
| SNPS | SYNOPSYS INC | $1,168.70万 | 0.19% | 26,200 | -14,300 | -35.3% | -$637.88万 | 减仓 |
| BMI | BADGER METER INC | $1,126.14万 | 0.18% | 75,896 | -65,497 | -46.3% | -$971.84万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $994.50万 | 0.16% | 45,000 | 45,000 | — | $994.50万 | 新建仓 |
| OC | OWENS CORNING NEW | $953.76万 | 0.15% | 60,000 | 39,500 | 192.7% | $627.89万 | 加仓 |
| AMBA | AMBARELLA INC | $911.56万 | 0.15% | 106,242 | 2,088 | 2.0% | $17.92万 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $900.61万 | 0.14% | 348,669 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $845.71万 | 0.14% | 72,000 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC | $839.40万 | 0.13% | 633,991 | 12,426 | 2.0% | $16.45万 | 加仓 |