Robeco Schweiz AG
ZURICH V8 · SEC CIK 0001418427
$47.29亿2026Q1 申报市值
126持仓数
30.8%前十大占比 · 第一大 3.8%
12 / 14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
ARM 加仓+$5,215.21万
ITRI 加仓+$4,744.33万
ON 加仓+$4,068.83万
ENPH 新建仓+$3,977.90万
BE 新建仓+$3,537.66万
2026Q1 卖出最多 按季末市值估算
LITE 减仓-$1.30亿
PTC 减仓-$4,273.30万
VRT 减仓-$3,780.85万
TER 减仓-$3,238.32万
WM 减仓-$3,183.37万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | $3,924.31万 | 0.83% | 170,778 | -138,534 | -44.8% | -$3,183.37万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $3,977.90万 | 0.84% | 1,052,075 | 1,052,075 | — | $3,977.90万 | 新建仓 |
| TER | TERADYNE INC | $4,024.03万 | 0.85% | 135,736 | -109,233 | -44.6% | -$3,238.32万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $4,113.04万 | 0.87% | 155,022 | 5,320 | 3.6% | $141.15万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $4,229.14万 | 0.89% | 308,404 | -55,906 | -15.3% | -$766.64万 | 减仓 |
| APG | API GROUP CORP | $4,246.63万 | 0.90% | 1,048,034 | -353,236 | -25.2% | -$1,431.31万 | 减仓 |
| WAT | WATERS CORP | $4,314.29万 | 0.91% | 144,872 | 12,779 | 9.7% | $380.56万 | 加仓 |
| FIX | COMFORT SYS USA INC | $4,340.23万 | 0.92% | 31,474 | -1,201 | -3.7% | -$165.62万 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $4,455.27万 | 0.94% | 870,170 | 242,696 | 38.7% | $1,242.60万 | 加仓 |
| EME | EMCOR GROUP INC | $4,744.38万 | 1.00% | 64,260 | 19,034 | 42.1% | $1,405.30万 | 加仓 |
| ECL | ECOLAB INC | $4,953.51万 | 1.05% | 186,208 | -44,851 | -19.4% | -$1,193.13万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $4,989.85万 | 1.06% | 616,488 | -68,712 | -10.0% | -$556.15万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $5,345.30万 | 1.13% | 1,342,029 | 13,558 | 1.0% | $54.00万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $5,428.15万 | 1.15% | 232,708 | -17,866 | -7.1% | -$416.74万 | 减仓 |
| DHR | DANAHER CORP DEL | $5,458.22万 | 1.15% | 287,881 | 18,553 | 6.9% | $351.76万 | 加仓 |
| RUN | SUNRUN INC | $5,726.30万 | 1.21% | 4,222,937 | 1,276,161 | 43.3% | $1,730.47万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,424.94万 | 1.36% | 130,713 | 15,508 | 13.5% | $762.26万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $6,657.21万 | 1.41% | 1,167,931 | 11,803 | 1.0% | $67.28万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $6,889.20万 | 1.46% | 2,287,250 | -59,854 | -2.6% | -$180.28万 | 减仓 |
| IEX | IDEX CORP | $7,185.29万 | 1.52% | 379,071 | -33,565 | -8.1% | -$636.22万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $7,260.53万 | 1.54% | 174,222 | 53,477 | 44.3% | $2,228.60万 | 加仓 |
| VLTO | VERALTO CORP | $7,518.33万 | 1.59% | 850,298 | 117,287 | 16.0% | $1,037.05万 | 加仓 |
| CSL | CARLISLE COS INC | $8,328.12万 | 1.76% | 249,629 | 2,518 | 1.0% | $84.01万 | 加仓 |
| XYL | XYLEM INC | $8,337.24万 | 1.76% | 697,677 | -64,582 | -8.5% | -$771.75万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $8,359.21万 | 1.77% | 901,165 | 9,108 | 1.0% | $84.49万 | 加仓 |
| ITRI | ITRON INC | $8,530.40万 | 1.80% | 951,735 | 529,324 | 125.3% | $4,744.33万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $9,317.36万 | 1.97% | 477,006 | 102,877 | 27.5% | $2,009.50万 | 加仓 |
| NXT | NEXTPOWER INC | $1.03亿 | 2.19% | 858,168 | -47,142 | -5.2% | -$568.30万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.04亿 | 2.20% | 94,993 | -25 | -0.0% | -$2.73万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $1.07亿 | 2.27% | 573,127 | 5,792 | 1.0% | $108.46万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.19亿 | 2.52% | 1,202,307 | 279,456 | 30.3% | $2,768.01万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $1.22亿 | 2.57% | 1,962,299 | 657,110 | 50.3% | $4,068.83万 | 加仓 |
| ADSK | AUTODESK INC | $1.23亿 | 2.60% | 513,027 | 5,747 | 1.1% | $137.58万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.25亿 | 2.65% | 393,959 | 88,662 | 29.0% | $2,820.69万 | 加仓 |
| FSLR | FIRST SOLAR INC | $1.27亿 | 2.69% | 645,692 | 106,614 | 19.8% | $2,103.07万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1.27亿 | 2.69% | 1,117,545 | 68,487 | 6.5% | $780.61万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $1.51亿 | 3.19% | 214,826 | -185,271 | -46.3% | -$1.30亿 | 减仓 |
| ARM | ARM HOLDINGS PLC | $1.52亿 | 3.22% | 1,007,404 | 344,739 | 52.0% | $5,215.21万 | 加仓 |
| NVT | NVENT ELEC PLC | $1.68亿 | 3.56% | 1,424,388 | 13,023 | 0.9% | $154.04万 | 加仓 |
| PWR | QUANTA SVCS INC | $1.78亿 | 3.75% | 323,329 | 3,268 | 1.0% | $179.42万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1.81亿 | 3.83% | 722,999 | -150,884 | -17.3% | -$3,780.85万 | 减仓 |