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 |
|---|---|---|---|---|---|---|---|---|
| WAT | WATERS CORP | $5,707.92万 | 0.92% | 152,195 | 7,323 | 5.1% | $274.64万 | 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 |
| DHR | DANAHER CORP DEL | $5,898.86万 | 0.95% | 309,684 | 21,803 | 7.6% | $415.30万 | 加仓 |
| ECL | ECOLAB INC | $6,045.11万 | 0.97% | 216,974 | 30,766 | 16.5% | $857.17万 | 加仓 |
| TER | TERADYNE INC | $6,250.05万 | 1.00% | 129,176 | -6,560 | -4.8% | -$317.40万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $6,549.33万 | 1.05% | 275,959 | 43,251 | 18.6% | $1,026.48万 | 加仓 |
| GLW | CORNING INC | $7,238.32万 | 1.16% | 283,378 | 20,878 | 8.0% | $533.29万 | 加仓 |
| IEX | IDEX CORP | $7,308.81万 | 1.17% | 322,045 | -57,026 | -15.0% | -$1,294.21万 | 减仓 |
| VLTO | VERALTO CORP | $7,823.07万 | 1.25% | 882,169 | 31,871 | 3.7% | $282.63万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $8,639.70万 | 1.39% | 175,904 | 1,682 | 1.0% | $82.61万 | 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 |
| MWH | SOLV ENERGY INC | $8,993.98万 | 1.44% | 2,641,405 | 1,636,501 | 162.9% | $5,572.29万 | 加仓 |
| ITRI | ITRON INC | $9,118.52万 | 1.46% | 1,053,799 | 102,064 | 10.7% | $883.16万 | 加仓 |
| CSL | CARLISLE COS INC | $9,142.82万 | 1.47% | 252,042 | 2,413 | 1.0% | $87.53万 | 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 |
| BE | BLOOM ENERGY CORP | $9,584.60万 | 1.54% | 316,637 | 55,536 | 21.3% | $1,681.07万 | 加仓 |
| XYL | XYLEM INC | $9,615.80万 | 1.54% | 813,451 | 115,774 | 16.6% | $1,368.56万 | 加仓 |
| ADSK | AUTODESK INC | $9,971.41万 | 1.60% | 512,880 | -147 | -0.0% | -$2.86万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $1.02亿 | 1.63% | 2,061,745 | 1,009,670 | 96.0% | $4,971.62万 | 加仓 |
| NXT | NEXTPOWER INC | $1.03亿 | 1.65% | 865,627 | 7,459 | 0.9% | $88.87万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $1.12亿 | 1.80% | 1,340,404 | 470,234 | 54.0% | $3,938.68万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.33亿 | 2.13% | 96,033 | 1,040 | 1.1% | $143.77万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1.34亿 | 2.15% | 1,007,585 | -109,960 | -9.8% | -$1,460.60万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.39亿 | 2.23% | 909,862 | 8,697 | 1.0% | $133.03万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $1.41亿 | 2.26% | 481,609 | 4,603 | 1.0% | $134.78万 | 加仓 |
| FSLR | FIRST SOLAR INC | $1.54亿 | 2.47% | 651,923 | 6,231 | 1.0% | $147.03万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $1.58亿 | 2.53% | 184,110 | -30,716 | -14.3% | -$2,635.62万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $1.63亿 | 2.61% | 1,722,056 | -240,243 | -12.2% | -$2,271.26万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $1.68亿 | 2.70% | 705,873 | 132,746 | 23.2% | $3,161.88万 | 加仓 |
| ADI | ANALOG DEVICES INC | $2.10亿 | 3.36% | 527,512 | 133,553 | 33.9% | $5,304.32万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2.14亿 | 3.43% | 637,920 | -85,079 | -11.8% | -$2,848.62万 | 减仓 |
| PWR | QUANTA SVCS INC | $2.35亿 | 3.77% | 326,449 | 3,120 | 1.0% | $224.65万 | 加仓 |
| NVT | NVENT ELEC PLC | $2.46亿 | 3.94% | 1,450,021 | 25,633 | 1.8% | $434.76万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.86亿 | 4.59% | 960,706 | -241,601 | -20.1% | -$7,197.05万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $2.93亿 | 4.71% | 827,366 | -180,038 | -17.9% | -$6,383.61万 | 减仓 |