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 |
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO | $692.11万 | 0.15% | 52,825 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $624.13万 | 0.13% | 77,900 | -252,973 | -76.5% | -$2,026.82万 | 减仓 |
| CSCO | CISCO SYS INC | $558.65万 | 0.12% | 72,000 | -93,900 | -56.6% | -$728.57万 | 减仓 |
| AMBA | AMBARELLA INC | $536.13万 | 0.11% | 104,154 | -58,441 | -35.9% | -$300.83万 | 减仓 |
| ALC | ALCON AG | $529.70万 | 0.11% | 70,299 | -20,330 | -22.4% | -$153.19万 | 减仓 |
| MDT | MEDTRONIC PLC | $511.78万 | 0.11% | 59,063 | -16,431 | -21.8% | -$142.37万 | 减仓 |
| FN | FABRINET | $511.09万 | 0.11% | 9,800 | 9,800 | — | $511.09万 | 新建仓 |
| ABBV | ABBVIE INC | $459.82万 | 0.10% | 21,142 | -4,370 | -17.1% | -$95.04万 | 减仓 |
| CVS | CVS HEALTH CORP | $443.57万 | 0.09% | 61,761 | -39,748 | -39.2% | -$285.47万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $437.37万 | 0.09% | 21,500 | 21,500 | — | $437.37万 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC | $427.57万 | 0.09% | 230,000 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $422.15万 | 0.09% | 58,187 | -17,832 | -23.5% | -$129.37万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $409.51万 | 0.09% | 15,134 | -3,127 | -17.1% | -$84.61万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $292.43万 | 0.06% | 34,311 | -4,664 | -12.0% | -$39.75万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $277.76万 | 0.06% | 44,264 | -9,149 | -17.1% | -$57.41万 | 减仓 |
| CLH | CLEAN HARBORS INC | $272.39万 | 0.06% | 9,500 | -108,090 | -91.9% | -$3,099.26万 | 减仓 |
| OC | OWENS CORNING NEW | $221.85万 | 0.05% | 20,500 | 20,500 | — | $221.85万 | 新建仓 |
| MMS | MAXIMUS INC | $201.30万 | 0.04% | 31,404 | -44,758 | -58.8% | -$286.90万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $176.56万 | 0.04% | 17,640 | -9,095 | -34.0% | -$91.03万 | 减仓 |
| ONON | ON HLDG AG | $163.62万 | 0.03% | 48,094 | 5,457 | 12.8% | $18.56万 | 加仓 |
| LLY | ELI LILLY & CO | $132.63万 | 0.03% | 1,442 | 1,442 | — | $132.63万 | 新建仓 |
| VEEV | VEEVA SYS INC | $68.68万 | 0.01% | 3,910 | -33,000 | -89.4% | -$579.68万 | 减仓 |
| TRMB | TRIMBLE INC | $41.10万 | 0.01% | 6,301 | 6,301 | — | $41.10万 | 新建仓 |
| HTO | H2O AMERICA | $35.95万 | 0.01% | 6,127 | 6,127 | — | $35.95万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $34.85万 | 0.01% | 1,667 | 191 | 12.9% | $3.99万 | 加仓 |
| VITL | VITAL FARMS INC | $28.74万 | 0.01% | 20,353 | 20,353 | — | $28.74万 | 新建仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -109,300 | -100.0% | -$1,375.87万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -110,300 | -100.0% | -$1,368.60万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -180,800 | -100.0% | -$1,129.28万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -83,200 | -100.0% | -$886.08万 | 清仓 |
| SLGN | SILGAN HLDGS INC | $0 | 0.00% | 0 | -155,787 | -100.0% | -$628.91万 | 清仓 |
| ROCK | GIBRALTAR INDS INC | $0 | 0.00% | 0 | -90,000 | -100.0% | -$444.96万 | 清仓 |
| PLMR | PALOMAR HLDGS INC | $0 | 0.00% | 0 | -32,500 | -100.0% | -$437.97万 | 清仓 |
| NOMD | NOMAD FOODS LTD | $0 | 0.00% | 0 | -268,033 | -100.0% | -$335.31万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -72,015 | -100.0% | -$192.50万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -5,900 | -100.0% | -$116.32万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -5,582 | -100.0% | -$101.72万 | 清仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $0 | 0.00% | 0 | -6,622 | -100.0% | -$36.48万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -1,546 | -100.0% | -$27.61万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -1,103 | -100.0% | -$20.06万 | 清仓 |