NUANCE INVESTMENTS, LLC
Kansas City MO · SEC CIK 0001473182
$5.88亿2026Q2 申报市值
52持仓数
58.8%前十大占比 · 第一大 10.6%
11 / 4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
TAYLOR MORRISON 新建仓+$3,789.76万
ACN 新建仓+$1,694.92万
QGEN 加仓+$1,077.11万
POR 加仓+$756.35万
TECH 新建仓+$747.45万
2026Q2 卖出最多 按季末市值估算
MRTN 减仓-$7,397.26万
WERN 减仓-$5,802.65万
MASIMO CORP 清仓-$4,352.55万
GL 减仓-$2,611.50万
CWT 减仓-$2,469.82万
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 |
|---|---|---|---|---|---|---|---|---|
| QGEN | QIAGEN NV | $6,239.29万 | 10.62% | 1,595,726 | 275,476 | 20.9% | $1,077.11万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $5,332.41万 | 9.07% | 1,096,077 | -507,671 | -31.7% | -$2,469.82万 | 减仓 |
| CLX | CLOROX CO DEL | $5,046.27万 | 8.59% | 528,738 | 20,593 | 4.1% | $196.54万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $3,789.76万 | 6.45% | 528,263 | 528,263 | — | $3,789.76万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $2,812.35万 | 4.79% | 364,530 | -306,623 | -45.7% | -$2,365.59万 | 减仓 |
| KVUE | KENVUE INC | $2,768.06万 | 4.71% | 1,448,488 | -207,036 | -12.5% | -$395.65万 | 减仓 |
| ATR | APTARGROUP INC | $2,293.29万 | 3.90% | 183,170 | 27,747 | 17.9% | $347.39万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $2,280.80万 | 3.88% | 207,780 | -100,135 | -32.5% | -$1,099.18万 | 减仓 |
| LNN | LINDSAY CORP | $2,219.52万 | 3.78% | 179,283 | 17,561 | 10.9% | $217.41万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,788.05万 | 3.04% | 35,664 | 5,343 | 17.6% | $267.88万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,694.92万 | 2.88% | 136,204 | 136,204 | — | $1,694.92万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $1,462.07万 | 2.49% | 96,615 | -10,168 | -9.5% | -$153.87万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $1,422.09万 | 2.42% | 274,376 | 145,928 | 113.6% | $756.35万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $1,404.51万 | 2.39% | 168,165 | -25,691 | -13.3% | -$214.57万 | 减仓 |
| AVA | AVISTA CORP | $1,182.42万 | 2.01% | 289,030 | -74,187 | -20.4% | -$303.50万 | 减仓 |
| EG | EVEREST GROUP LTD | $1,014.46万 | 1.73% | 28,398 | -25,170 | -47.0% | -$899.15万 | 减仓 |
| MRTN | MARTEN TRANS LTD | $948.82万 | 1.61% | 546,871 | -4,263,549 | -88.6% | -$7,397.26万 | 减仓 |
| HTO | H2O AMERICA | $938.57万 | 1.60% | 154,446 | -237,200 | -60.6% | -$1,441.46万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $915.21万 | 1.56% | 238,896 | 44,096 | 22.6% | $168.93万 | 加仓 |
| NKE | NIKE INC | $906.53万 | 1.54% | 220,836 | 91,833 | 71.2% | $376.97万 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $828.35万 | 1.41% | 189,945 | -1,330,580 | -87.5% | -$5,802.65万 | 减仓 |
| TECH | BIO-TECHNE CORP | $747.45万 | 1.27% | 105,796 | 105,796 | — | $747.45万 | 新建仓 |
| ALC | ALCON AG | $743.28万 | 1.26% | 110,772 | 110,772 | — | $743.28万 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $669.26万 | 1.14% | 126,634 | -14,003 | -10.0% | -$74.01万 | 减仓 |
| CNH | CNH INDL N V | $643.17万 | 1.09% | 572,723 | -80,400 | -12.3% | -$90.29万 | 减仓 |
| AVO | MISSION PRODUCE INC | $590.78万 | 1.01% | 501,087 | 199,511 | 66.2% | $235.22万 | 加仓 |
| GGG | GRACO INC | $587.71万 | 1.00% | 77,729 | 54,362 | 232.6% | $411.03万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $582.23万 | 0.99% | 27,470 | 2,930 | 11.9% | $62.10万 | 加仓 |
| MSEX | MIDDLESEX WTR CO | $482.02万 | 0.82% | 85,830 | 28,643 | 50.1% | $160.86万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $473.25万 | 0.81% | 35,967 | 21,711 | 152.3% | $285.67万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $464.16万 | 0.79% | 9,113 | 140 | 1.6% | $7.13万 | 重新持有 |
| CALM | CAL MAINE FOODS INC | $418.25万 | 0.71% | 51,918 | 51,918 | — | $418.25万 | 新建仓 |
| WAT | WATERS CORP | $403.61万 | 0.69% | 10,762 | -29,738 | -73.4% | -$1,115.26万 | 减仓 |
| IWS | ISHARES TR | $376.24万 | 0.64% | 22,856 | -2,584 | -10.2% | -$42.54万 | 减仓 |
| MMM | 3M CO | $333.73万 | 0.57% | 20,612 | -5,834 | -22.1% | -$94.46万 | 减仓 |
| DHR | DANAHER CORP DEL | $326.90万 | 0.56% | 17,162 | 7,201 | 72.3% | $137.16万 | 加仓 |
| ALG | ALAMO GROUP INC | $323.23万 | 0.55% | 19,651 | 19,651 | — | $323.23万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $314.87万 | 0.54% | 147,135 | -81,634 | -35.7% | -$174.70万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $312.07万 | 0.53% | 14,675 | -4,629 | -24.0% | -$98.44万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $310.37万 | 0.53% | 85,643 | 85,643 | — | $310.37万 | 新建仓 |
| RAMP | LIVERAMP HLDGS INC | $303.28万 | 0.52% | 80,575 | 80,575 | — | $303.28万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $298.45万 | 0.51% | 40,045 | -11,671 | -22.6% | -$86.98万 | 减仓 |
| STE | STERIS PLC | $296.31万 | 0.50% | 14,072 | 14,072 | — | $296.31万 | 新建仓 |
| WDAY | WORKDAY INC | $285.93万 | 0.49% | 23,357 | 23,357 | — | $285.93万 | 新建仓 |
| GL | GLOBE LIFE INC | $192.25万 | 0.33% | 10,760 | -146,159 | -93.1% | -$2,611.50万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $175.80万 | 0.30% | 13,235 | -19,686 | -59.8% | -$261.49万 | 减仓 |
| IEX | IDEX CORP | $169.28万 | 0.29% | 7,459 | -37,361 | -83.4% | -$847.89万 | 减仓 |
| XYL | XYLEM INC | $160.49万 | 0.27% | 13,576 | 13,576 | — | $160.49万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $159.69万 | 0.27% | 20,227 | -15,621 | -43.6% | -$123.33万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $155.21万 | 0.26% | 14,030 | -35,216 | -71.5% | -$389.58万 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $154.28万 | 0.26% | 17,002 | -1,536 | -8.3% | -$13.94万 | 减仓 |
| NTRS | NORTHERN TR CORP | $25.33万 | 0.04% | 1,457 | -14,287 | -90.7% | -$248.40万 | 减仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -244,704 | -100.0% | -$4,352.55万 | 清仓 |
| — | CALAVO GROWERS INC | $0 | 0.00% | 0 | -569,627 | -100.0% | -$1,469.07万 | 清仓 |
| — | SEMRUSH HLDGS INC | $0 | 0.00% | 0 | -335,139 | -100.0% | -$400.16万 | 清仓 |
| AWR | AMER STATES WTR CO | $0 | 0.00% | 0 | -25,872 | -100.0% | -$195.65万 | 清仓 |