13F 机构持仓

Ilmarinen Mutual Pension Insurance Co

HELSINKI H9 · SEC CIK 0001661580

2026Q22026Q1 更早 9 个季度 🔒
$148.04亿2026Q2 申报市值
445持仓数
58.5%前十大占比 · 第一大 17.0%
13 / 30新建仓 / 清仓
申报市值走势$148.04亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

USCA 17.0%
USCL 17.0%
NVDA 4.3%
AAPL 3.9%
USHY 3.5%
GOOGL 3.4%
SPHY 3.3%
MSFT 2.4%
AMZN 2.0%
AVGO 1.5%

2026Q2 买入最多 按季末市值估算

USCL 加仓+$2.14亿
USCA 加仓+$2.09亿
AAPL 加仓+$3,755.84万
IYR 加仓+$3,570.00万
CVX 新建仓+$3,364.90万

2026Q2 卖出最多 按季末市值估算

NEE 清仓-$2,427.50万
ICE 清仓-$2,096.50万
DUK 清仓-$1,630.20万
PEP 减仓-$1,557.10万
DD 减仓-$1,529.58万

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
NEE NEXTERA ENERGY INC $00.00%0 -261,359-100.0% -$2,427.50万 清仓
ICE INTERCONTINENTAL EXCHANGE INC $00.00%0 -133,300-100.0% -$2,096.50万 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -124,500-100.0% -$1,630.20万 清仓
PINS PINTEREST INC $00.00%0 -505,793-100.0% -$927.60万 清仓
HUBS HUBSPOT INC $00.00%0 -35,415-100.0% -$864.50万 清仓
AEP AMERICAN ELEC PWR CO INC $00.00%0 -65,000-100.0% -$852.00万 清仓
D DOMINION ENERGY INC $00.00%0 -136,500-100.0% -$843.80万 清仓
RACE FERRARI N V NEW $00.00%0 -24,000-100.0% -$812.30万 清仓
XEL XCEL ENERGY INC $00.00%0 -93,000-100.0% -$738.80万 清仓
AZO AUTOZONE INC $00.00%0 -1,700-100.0% -$574.20万 清仓
KR KROGER CO $00.00%0 -75,000-100.0% -$542.70万 清仓
EXE EXPAND ENERGY CORP $00.00%0 -37,000-100.0% -$406.20万 清仓
— COTERRA ENERGY INC $00.00%0 -110,000-100.0% -$386.50万 清仓
GDDY GODADDY INC $00.00%0 -46,712-100.0% -$386.20万 清仓
EFX EQUIFAX INC $00.00%0 -20,750-100.0% -$373.60万 清仓
AMRZ AMRIZE LTD $00.00%0 -66,000-100.0% -$369.70万 清仓
— AVALONBAY CMNTYS INC $00.00%0 -18,500-100.0% -$302.20万 清仓
— AMCOR PLC $00.00%0 -60,000-100.0% -$238.50万 清仓
UDR UDR INC $00.00%0 -67,400-100.0% -$227.70万 清仓
ACM AECOM $00.00%0 -21,000-100.0% -$178.10万 清仓
MKC MCCORMICK & CO INC $00.00%0 -33,929-100.0% -$171.10万 清仓
BAH BOOZ ALLEN HAMILTON HLDG CORP $00.00%0 -20,750-100.0% -$161.90万 清仓
IT GARTNER INC $00.00%0 -9,308-100.0% -$147.40万 清仓
DKNG DRAFTKINGS INC NEW $00.00%0 -55,153-100.0% -$119.20万 清仓
PAYC PAYCOM SOFTWARE INC $00.00%0 -8,700-100.0% -$105.70万 清仓
TTD THE TRADE DESK INC $00.00%0 -43,753-100.0% -$99.30万 清仓
ZBRA ZEBRA TECHNOLOGIES CORP $00.00%0 -4,455-100.0% -$93.10万 清仓
DPZ DOMINOS PIZZA INC $00.00%0 -1,411-100.0% -$50.60万 清仓
SNAP SNAP INC $00.00%0 -83,996-100.0% -$38.60万 清仓
VSNT VERSANT MEDIA GROUP INC $00.00%0 -8,907-100.0% -$33.00万 清仓
HPP HUDSON PAC PPTYS INC $28.90万0.00%19,000 -4,285-18.4% -$6.52万 减仓
SLG SL GREEN RLTY CORP $36.20万0.00%7,000 -4,000-36.4% -$20.69万 减仓
ESS ESSEX PPTY TR INC $37.90万0.00%1,300 -700-35.0% -$20.41万 减仓
MPT MEDICAL PPTYS TR INC $41.60万0.00%90,000 -78,900-46.7% -$36.47万 减仓
PDM PIEDMONT RLTY TR INC $52.20万0.00%57,000 -29,000-33.7% -$26.56万 减仓
COLD AMERICOLD RLTY TR INC $59.70万0.00%38,000 -17,000-30.9% -$26.71万 减仓
EPR EPR PPTYS $62.70万0.00%10,800 -7,100-39.7% -$41.22万 减仓
REXR REXFORD INDL RLTY INC $65.30万0.00%19,500 -14,500-42.6% -$48.56万 减仓
OHI OMEGA HEALTHCARE INVS INC $69.10万0.00%14,500 -10,500-42.0% -$50.04万 减仓
NWSA NEWS CORP NEW $72.40万0.00%29,154 00.0% — 不变
SBRA SABRA HEALTH CARE REIT INC $76.10万0.01%39,000 -31,000-44.3% -$60.49万 减仓
SUI SUN CMNTYS INC $83.90万0.01%7,000 -5,500-44.0% -$65.92万 减仓
VNO VORNADO RLTY TR $86.50万0.01%22,000 -10,000-31.2% -$39.32万 减仓
IOT SAMSARA INC $88.00万0.01%27,128 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC NEW $92.40万0.01%6,496 00.0% — 不变
FLNG FLEX LNG LTD $105.30万0.01%37,525 37,525— $105.30万 新建仓
ECHO ECHOSTAR CORP $112.50万0.01%11,087 00.0% — 不变
JXN JACKSON FINL INC $117.80万0.01%11,508 00.0% — 不变
PODD INSULET CORP $121.80万0.01%8,000 00.0% — 不变
GLPI GAMING & LEISURE PPTYS INC $122.50万0.01%27,500 -20,500-42.7% -$91.32万 减仓
COO COOPER COS INC $125.50万0.01%17,500 00.0% — 不变
CRCL CIRCLE INTERNET GROUP INC $126.20万0.01%20,146 20,146— $126.20万 新建仓
INSM INSMED INC $127.90万0.01%12,000 00.0% — 不变
LULU LULULEMON ATHLETICA INC $128.50万0.01%11,254 -10,000-47.0% -$114.18万 减仓
TYL TYLER TECHNOLOGIES INC $129.20万0.01%4,418 00.0% — 不变
KIM KIMCO RLTY CORP $131.80万0.01%52,000 -32,500-38.5% -$82.38万 减仓
KRC KILROY RLTY CORP $136.80万0.01%36,500 -18,500-33.6% -$69.34万 减仓
TIGO MILLICOM INTERNATIONAL CELLULAR SA $138.50万0.01%15,260 15,260— $138.50万 新建仓
HIW HIGHWOODS PPTYS INC $141.80万0.01%47,000 -23,000-32.9% -$69.39万 减仓
VTR VENTAS INC $142.10万0.01%16,000 -11,000-40.7% -$97.69万 减仓
FOXA FOX CORP $143.30万0.01%27,471 00.0% — 不变
ROL ROLLINS INC $146.00万0.01%34,989 00.0% — 不变
TRMB TRIMBLE INC $151.20万0.01%29,541 00.0% — 不变
EXPE EXPEDIA GROUP INC $153.50万0.01%6,000 -9,333-60.9% -$238.77万 减仓
ARE ALEXANDRIA REAL ESTATE EQUITIES INC $158.60万0.01%30,000 -17,000-36.2% -$89.87万 减仓
CUZ COUSINS PPTYS INC $161.90万0.01%54,000 -27,500-33.7% -$82.45万 减仓
GEN GEN DIGITAL INC $163.40万0.01%65,638 00.0% — 不变
DD DUPONT DE NEMOURS INC $166.20万0.01%12,251 -112,749-90.2% -$1,529.58万 减仓
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD $169.90万0.01%12,927 00.0% — 不变
PTC PTC INC $170.50万0.01%15,006 00.0% — 不变
SPCX SPACE EXPL TECHNOLOGIES CORP $170.90万0.01%10,000 10,000— $170.90万 新建仓
IP INTERNATIONAL PAPER CO $171.50万0.01%45,000 -15,000-25.0% -$57.17万 减仓
WTRG ESSENTIAL UTILS INC $172.40万0.01%45,000 00.0% — 不变
HST HOST HOTELS & RESORTS INC $175.50万0.01%74,000 -39,500-34.8% -$93.68万 减仓
ERIE ERIE INDTY CO $177.70万0.01%7,412 00.0% — 不变
FLUT FLUTTER ENTMT PLC $178.80万0.01%17,500 -500-2.8% -$5.11万 减仓
MTD METTLER-TOLEDO INTL INC $178.90万0.01%1,400 1,400— $178.90万 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES INC $179.20万0.01%28,000 00.0% — 不变
BG BUNGE GLOBAL SA $180.60万0.01%16,923 00.0% — 不变
DLTR DOLLAR TREE INC $181.40万0.01%15,000 00.0% — 不变
MSTR STRATEGY INC $181.80万0.01%20,918 00.0% — 不变
ZS ZSCALER INC $182.80万0.01%12,952 00.0% — 不变
APTV APTIV PLC NEW $184.10万0.01%30,000 2,88710.6% $17.72万 加仓
LDOS LEIDOS HLDGS INC $185.30万0.01%18,000 00.0% — 不变
LPLA LPL FINL HLDGS INC $186.60万0.01%6,624 00.0% — 不变
FNF FIDELITY NATL FINL INC NEW $188.20万0.01%39,897 00.0% — 不变
LVS LAS VEGAS SANDS CORP $191.20万0.01%41,385 00.0% — 不变
O REALTY INCOME CORP $192.10万0.01%31,000 -23,000-42.6% -$142.53万 减仓
NVR NVR INC $194.20万0.01%285 -345-54.8% -$235.08万 减仓
BXP BXP INC $195.20万0.01%29,430 -16,000-35.2% -$106.12万 减仓
GGG GRACO INC $196.60万0.01%26,000 00.0% — 不变
ELS EQUITY LIFESTYLE PPTYS INC $197.50万0.01%30,650 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP $199.80万0.01%51,598 00.0% — 不变
NBIX NEUROCRINE BIOSCIENCES INC $202.20万0.01%12,000 00.0% — 不变
TSN TYSON FOODS INC $202.40万0.01%35,356 00.0% — 不变
AMCR AMCOR PLC $202.40万0.01%46,700 46,700— $202.40万 新建仓
RJF RAYMOND JAMES FINL INC $203.40万0.01%13,381 00.0% — 不变
GPC GENUINE PARTS CO $205.80万0.01%17,443 00.0% — 不变
ASTS AST SPACEMOBILE INC $207.00万0.01%23,292 -5,396-18.8% -$47.96万 减仓
HPQ HP INC $207.30万0.01%94,503 00.0% — 不变