PGGM Investments
ZEIST P7 · SEC CIK 0001472190
$40.65亿2026Q2 申报市值
59持仓数
39.0%前十大占比 · 第一大 5.4%
0 / 8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
NVDA 加仓+$7,320.58万
AAPL 加仓+$4,952.03万
ARGX 加仓+$2,319.15万
TMO 加仓+$2,032.51万
TTEK 加仓+$1,794.19万
2026Q2 卖出最多 按季末市值估算
WELL 减仓-$2.95亿
PLD 减仓-$2.70亿
EQIX 减仓-$2.01亿
AVALONBAY CMNTYS 清仓-$1.21亿
UDR 清仓-$1.17亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION COM | $2.19亿 | 5.38% | 1,092,096 | 365,865 | 50.4% | $7,320.58万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1.94亿 | 4.78% | 543,993 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $1.75亿 | 4.31% | 349,737 | 40,540 | 13.1% | $2,032.51万 | 加仓 |
| LLY | ELI LILLY & CO COM | $1.58亿 | 3.89% | 131,807 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $1.58亿 | 3.88% | 304,112 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $1.57亿 | 3.86% | 421,020 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $1.53亿 | 3.77% | 529,053 | 171,137 | 47.8% | $4,952.03万 | 加仓 |
| RUN | SUNRUN INC COM | $1.28亿 | 3.14% | 9,546,965 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP COM | $1.23亿 | 3.02% | 909,193 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD SPONSORED ADS | $1.20亿 | 2.96% | 4,657,592 | 382,376 | 8.9% | $987.68万 | 加仓 |
| EQIX | EQUINIX INC COM | $1.17亿 | 2.87% | 112,020 | -193,053 | -63.3% | -$2.01亿 | 减仓 |
| WELL | WELLTOWER INC COM | $1.02亿 | 2.51% | 449,807 | -1,301,576 | -74.3% | -$2.95亿 | 减仓 |
| ILMN | ILLUMINA INC COM | $9,347.50万 | 2.30% | 531,623 | -458,852 | -46.3% | -$8,067.97万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $9,100.90万 | 2.24% | 645,456 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE SPONSORED ADR | $8,954.00万 | 2.20% | 96,511 | 24,997 | 35.0% | $2,319.15万 | 加仓 |
| AVGO | BROADCOM INC COM | $8,904.40万 | 2.19% | 235,723 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC COM | $8,799.40万 | 2.16% | 605,602 | -591,649 | -49.4% | -$8,596.66万 | 减仓 |
| IRM | IRON MTN INC DEL COM | $8,527.10万 | 2.10% | 675,093 | -694,905 | -50.7% | -$8,777.35万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $8,335.70万 | 2.05% | 918,634 | 108,580 | 13.4% | $985.26万 | 加仓 |
| V | VISA INC COM CL A | $7,974.50万 | 1.96% | 232,432 | 31,215 | 15.5% | $1,070.95万 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $7,754.80万 | 1.91% | 401,347 | 26,588 | 7.1% | $513.73万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $7,646.90万 | 1.88% | 871,243 | -309,075 | -26.2% | -$2,712.75万 | 减仓 |
| WCN | WASTE CONNECTIONS INC COM | $7,572.60万 | 1.86% | 454,290 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $7,468.70万 | 1.84% | 167,434 | 26,780 | 19.0% | $1,194.57万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $7,120.90万 | 1.75% | 910,258 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $6,423.60万 | 1.58% | 171,149 | 12,882 | 8.1% | $483.49万 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $6,224.80万 | 1.53% | 701,938 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $5,857.00万 | 1.44% | 766,629 | -63,609 | -7.7% | -$485.97万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $5,773.00万 | 1.42% | 92,584 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR CL A COM | $5,564.40万 | 1.37% | 2,758,771 | -2,848,363 | -50.8% | -$5,745.11万 | 减仓 |
| TTEK | TETRA TECH INC NEW COM | $5,416.60万 | 1.33% | 1,874,895 | 621,038 | 49.5% | $1,794.19万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $5,317.00万 | 1.31% | 2,484,558 | -2,898,012 | -53.8% | -$6,201.80万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $5,240.00万 | 1.29% | 234,295 | -403,783 | -63.3% | -$9,030.59万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC COM | $5,209.40万 | 1.28% | 3,313,846 | -558,723 | -14.4% | -$878.32万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $4,932.30万 | 1.21% | 336,355 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $4,832.90万 | 1.19% | 749,867 | -126,054 | -14.4% | -$812.42万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $4,823.70万 | 1.19% | 1,439,038 | -241,917 | -14.4% | -$810.91万 | 减仓 |
| CTVA | CORTEVA INC COM | $4,441.80万 | 1.09% | 524,475 | -116,481 | -18.2% | -$986.48万 | 减仓 |
| MAC | MACERICH CO COM | $4,178.90万 | 1.03% | 1,658,943 | -1,711,579 | -50.8% | -$4,311.49万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $4,077.50万 | 1.00% | 120,496 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $3,891.80万 | 0.96% | 287,280 | -1,995,105 | -87.4% | -$2.70亿 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $3,764.40万 | 0.93% | 746,607 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $3,490.00万 | 0.86% | 393,021 | -677,331 | -63.3% | -$6,014.65万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN COM | $3,363.70万 | 0.83% | 636,465 | -107,006 | -14.4% | -$565.52万 | 减仓 |
| CNM | CORE & MAIN INC CL A | $3,255.80万 | 0.80% | 674,767 | 207,331 | 44.4% | $1,000.39万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $3,106.30万 | 0.76% | 241,645 | -416,780 | -63.3% | -$5,357.63万 | 减仓 |
| INVH | INVITATION HOMES INC COM | $3,063.00万 | 0.75% | 1,013,919 | -1,747,505 | -63.3% | -$5,279.13万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $2,986.80万 | 0.73% | 190,291 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $2,476.50万 | 0.61% | 62,273 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $2,402.20万 | 0.59% | 133,769 | -230,546 | -63.3% | -$4,140.10万 | 减仓 |
| APTV | APTIV PLC COM SHS | $2,191.90万 | 0.54% | 357,100 | 133,728 | 59.9% | $820.83万 | 加仓 |
| PSA | PUBLIC STORAGE COM | $1,332.40万 | 0.33% | 41,859 | -72,129 | -63.3% | -$2,295.91万 | 减仓 |
| CUBE | CUBESMART COM | $1,155.70万 | 0.28% | 290,595 | -500,843 | -63.3% | -$1,991.86万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $1,042.10万 | 0.26% | 144,418 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $938.90万 | 0.23% | 76,064 | -736,229 | -90.6% | -$9,087.68万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC COM | $897.40万 | 0.22% | 378,473 | -652,276 | -63.3% | -$1,546.62万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC COM | $551.00万 | 0.14% | 174,752 | -2,887,601 | -94.3% | -$9,104.72万 | 减仓 |
| KRC | KILROY REALTY CORP COM | $296.50万 | 0.07% | 79,140 | -1,409,339 | -94.7% | -$5,280.12万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $32.80万 | 0.01% | 11,005 | -2,287,184 | -99.5% | -$6,816.87万 | 减仓 |
| — | AVALONBAY CMNTYS INC COM | $0 | 0.00% | 0 | -743,501 | -100.0% | -$1.21亿 | 清仓 |
| UDR | UDR INC COM | $0 | 0.00% | 0 | -3,469,122 | -100.0% | -$1.17亿 | 清仓 |
| ADC | AGREE RLTY CORP COM | $0 | 0.00% | 0 | -932,633 | -100.0% | -$7,030.20万 | 清仓 |
| FR | FIRST INDL RLTY TR INC COM | $0 | 0.00% | 0 | -1,135,312 | -100.0% | -$6,567.80万 | 清仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -653,799 | -100.0% | -$3,337.60万 | 清仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $0 | 0.00% | 0 | -1,372,198 | -100.0% | -$3,097.10万 | 清仓 |
| REXR | REXFORD INDL RLTY INC COM | $0 | 0.00% | 0 | -823,674 | -100.0% | -$2,695.90万 | 清仓 |
| AGRO | ADECOAGRO S A COM | $0 | 0.00% | 0 | -1,030,557 | -100.0% | -$1,547.90万 | 清仓 |