NUANCE INVESTMENTS, LLC
Kansas City MO · SEC CIK 0001473182
$7.17亿2026Q1 申报市值
43持仓数
63.4%前十大占比 · 第一大 10.1%
9 / 9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
QGEN 新建仓+$5,286.28万
MASIMO CORP 新建仓+$4,352.55万
KMB 加仓+$1,918.35万
WAT 加仓+$1,188.80万
TMO 加仓+$457.66万
2026Q1 卖出最多 按季末市值估算
ASPEN INSURANCE 清仓-$5,718.28万
QIAGEN NV 清仓-$3,613.74万
HTO 减仓-$3,021.96万
CLX 减仓-$2,887.59万
HOLOGIC INC 清仓-$2,687.78万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CWT | CALIFORNIA WTR SVC GROUP | $7,271.39万 | 10.14% | 1,603,748 | -221,642 | -12.1% | -$1,004.92万 | 减仓 |
| MRTN | MARTEN TRANS LTD | $6,316.08万 | 8.81% | 4,810,420 | -1,456,920 | -23.2% | -$1,912.94万 | 减仓 |
| QGEN | QIAGEN NV | $5,286.28万 | 7.37% | 1,320,250 | 1,320,250 | — | $5,286.28万 | 新建仓 |
| CLX | CLOROX CO DEL | $5,265.91万 | 7.34% | 508,145 | -278,644 | -35.4% | -$2,887.59万 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $4,471.86万 | 6.24% | 1,520,525 | -428,439 | -22.0% | -$1,260.04万 | 减仓 |
| SOLV | SOLVENTUM CORP | $4,382.63万 | 6.11% | 671,153 | 29,080 | 4.5% | $189.89万 | 加仓 |
| — | MASIMO CORP | $4,352.55万 | 6.07% | 244,704 | 244,704 | — | $4,352.55万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $2,970.46万 | 4.14% | 307,915 | 198,855 | 182.3% | $1,918.35万 | 加仓 |
| KVUE | KENVUE INC | $2,854.12万 | 3.98% | 1,655,524 | -1,158,461 | -41.2% | -$1,997.19万 | 减仓 |
| HTO | H2O AMERICA | $2,297.79万 | 3.20% | 391,646 | -515,078 | -56.8% | -$3,021.96万 | 减仓 |
| GL | GLOBE LIFE INC | $2,183.84万 | 3.05% | 156,919 | -74,718 | -32.3% | -$1,039.85万 | 减仓 |
| ATR | APTARGROUP INC | $1,958.64万 | 2.73% | 155,423 | -92,770 | -37.4% | -$1,169.09万 | 减仓 |
| LNN | LINDSAY CORP | $1,925.62万 | 2.69% | 161,722 | -16,849 | -9.4% | -$200.62万 | 减仓 |
| EG | EVEREST GROUP LTD | $1,750.86万 | 2.44% | 53,568 | -2,398 | -4.3% | -$78.38万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $1,678.96万 | 2.34% | 106,783 | -18,430 | -14.7% | -$289.78万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,490.37万 | 2.08% | 30,321 | 9,311 | 44.3% | $457.66万 | 加仓 |
| — | CALAVO GROWERS INC | $1,469.07万 | 2.05% | 569,627 | 22,694 | 4.1% | $58.53万 | 加仓 |
| AVA | AVISTA CORP | $1,457.95万 | 2.03% | 363,217 | 44,197 | 13.9% | $177.41万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $1,428.72万 | 1.99% | 193,856 | -88,431 | -31.3% | -$651.74万 | 减仓 |
| WAT | WATERS CORP | $1,206.10万 | 1.68% | 40,500 | 39,919 | 6,870.7% | $1,188.80万 | 加仓 |
| IEX | IDEX CORP | $849.57万 | 1.18% | 44,820 | -72,627 | -61.8% | -$1,376.66万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $784.46万 | 1.09% | 194,800 | 68,765 | 54.6% | $276.92万 | 加仓 |
| CNH | CNH INDL N V | $718.44万 | 1.00% | 653,123 | -266,169 | -29.0% | -$292.79万 | 减仓 |
| NKE | NIKE INC | $681.40万 | 0.95% | 129,003 | -14,083 | -9.8% | -$74.39万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $677.82万 | 0.95% | 128,448 | -177,769 | -58.1% | -$938.09万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $652.84万 | 0.91% | 140,637 | -50,843 | -26.6% | -$236.01万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $480.93万 | 0.67% | 24,540 | -31,016 | -55.8% | -$607.84万 | 减仓 |
| AVO | MISSION PRODUCE INC | $414.97万 | 0.58% | 301,576 | -190,231 | -38.7% | -$261.76万 | 减仓 |
| — | SEMRUSH HLDGS INC | $400.16万 | 0.56% | 335,139 | -84,421 | -20.1% | -$100.80万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $394.12万 | 0.55% | 19,304 | -19,124 | -49.8% | -$390.45万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $389.16万 | 0.54% | 51,716 | 51,716 | — | $389.16万 | 新建仓 |
| MMM | 3M CO | $384.08万 | 0.54% | 26,446 | 26,446 | — | $384.08万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $375.87万 | 0.52% | 228,769 | 85,715 | 59.9% | $140.83万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $375.23万 | 0.52% | 32,921 | 32,921 | — | $375.23万 | 新建仓 |
| IWS | ISHARES TR | $370.78万 | 0.52% | 25,440 | -34,759 | -57.7% | -$506.60万 | 减仓 |
| MSEX | MIDDLESEX WTR CO | $297.66万 | 0.42% | 57,187 | 57,187 | — | $297.66万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $257.28万 | 0.36% | 35,848 | 32,588 | 999.6% | $233.88万 | 加仓 |
| NTRS | NORTHERN TR CORP | $219.74万 | 0.31% | 15,744 | -30,556 | -66.0% | -$426.46万 | 减仓 |
| GGG | GRACO INC | $197.80万 | 0.28% | 23,367 | -7,846 | -25.1% | -$66.42万 | 减仓 |
| AWR | AMER STATES WTR CO | $195.65万 | 0.27% | 25,872 | 25,872 | — | $195.65万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $194.00万 | 0.27% | 14,256 | -23,374 | -62.1% | -$318.09万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $190.33万 | 0.27% | 18,538 | 18,538 | — | $190.33万 | 新建仓 |
| DHR | DANAHER CORP DEL | $188.87万 | 0.26% | 9,961 | 9,961 | — | $188.87万 | 新建仓 |
| — | ASPEN INSURANCE HOLDINGS LTD | $0 | 0.00% | 0 | -1,541,315 | -100.0% | -$5,718.28万 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -803,588 | -100.0% | -$3,613.74万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -360,824 | -100.0% | -$2,687.78万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -184,670 | -100.0% | -$965.46万 | 清仓 |
| TTC | TORO CO | $0 | 0.00% | 0 | -81,373 | -100.0% | -$640.57万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -49,015 | -100.0% | -$497.80万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -69,587 | -100.0% | -$473.96万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -8,596 | -100.0% | -$249.44万 | 清仓 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | -4,639 | -100.0% | -$61.04万 | 清仓 |