Ilmarinen Mutual Pension Insurance Co
HELSINKI H9 · SEC CIK 0001661580
$127.13亿2026Q1 申报市值
462持仓数
57.6%前十大占比 · 第一大 16.2%
141 / 17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
AAPL 新建仓+$4.79亿
NVDA 加仓+$1.90亿
BRK/B 新建仓+$9,456.50万
GOOGL 加仓+$7,062.41万
COST 新建仓+$6,574.90万
2026Q1 卖出最多 按季末市值估算
AVGO 减仓-$1.07亿
SPHY 减仓-$6,063.20万
USCL 减仓-$5,814.71万
USCA 减仓-$4,850.54万
META 减仓-$4,374.45万
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 |
|---|---|---|---|---|---|---|---|---|
| BG | BUNGE GLOBAL SA | $215.30万 | 0.02% | 16,923 | 16,923 | — | $215.30万 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $217.50万 | 0.02% | 113,500 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQUITIES INC | $218.20万 | 0.02% | 47,000 | 28,300 | 151.3% | $131.38万 | 加仓 |
| GGG | GRACO INC | $220.10万 | 0.02% | 26,000 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $220.10万 | 0.02% | 11,160 | 11,160 | — | $220.10万 | 新建仓 |
| VTR | VENTAS INC | $220.80万 | 0.02% | 27,000 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $221.10万 | 0.02% | 10,000 | 10,000 | — | $221.10万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $223.00万 | 0.02% | 41,385 | -18,615 | -31.0% | -$100.31万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $224.10万 | 0.02% | 26,359 | 3,080 | 13.2% | $26.19万 | 加仓 |
| AVY | AVERY DENNISON CORP | $224.50万 | 0.02% | 13,000 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $224.90万 | 0.02% | 32,500 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $225.70万 | 0.02% | 31,444 | -6,056 | -16.1% | -$43.47万 | 减仓 |
| TSN | TYSON FOODS INC | $226.50万 | 0.02% | 35,356 | 35,356 | — | $226.50万 | 新建仓 |
| UDR | UDR INC | $227.70万 | 0.02% | 67,400 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $232.20万 | 0.02% | 11,000 | 11,000 | — | $232.20万 | 新建仓 |
| BXP | BXP INC | $235.80万 | 0.02% | 45,430 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $236.50万 | 0.02% | 35,000 | 35,000 | — | $236.50万 | 新建仓 |
| TWLO | TWILIO INC | $236.80万 | 0.02% | 18,822 | -12,711 | -40.3% | -$159.92万 | 减仓 |
| IEX | IDEX CORP | $236.90万 | 0.02% | 12,500 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $237.70万 | 0.02% | 28,688 | 28,688 | — | $237.70万 | 新建仓 |
| — | AMCOR PLC | $238.50万 | 0.02% | 60,000 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HLDG LTD | $239.40万 | 0.02% | 25,505 | 25,505 | — | $239.40万 | 新建仓 |
| LH | LABCORP HLDGS INC | $240.10万 | 0.02% | 9,000 | 9,000 | — | $240.10万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $241.80万 | 0.02% | 19,000 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO | $242.50万 | 0.02% | 101,847 | -131,153 | -56.3% | -$312.28万 | 减仓 |
| LII | LENNOX INTL INC | $250.60万 | 0.02% | 5,400 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $251.00万 | 0.02% | 101,000 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $252.00万 | 0.02% | 14,000 | 14,000 | — | $252.00万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $254.70万 | 0.02% | 12,000 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $255.70万 | 0.02% | 7,857 | 7,857 | — | $255.70万 | 新建仓 |
| LYV | LIVE NATION ENTMT INC | $258.00万 | 0.02% | 16,920 | 16,920 | — | $258.00万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $260.30万 | 0.02% | 42,042 | 42,042 | — | $260.30万 | 新建仓 |
| MSTR | STRATEGY INC | $261.10万 | 0.02% | 20,918 | 20,918 | — | $261.10万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $262.30万 | 0.02% | 115,206 | 45,206 | 64.6% | $102.92万 | 重新持有 |
| ILMN | ILLUMINA INC | $271.20万 | 0.02% | 22,000 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $272.40万 | 0.02% | 7,500 | 7,500 | — | $272.40万 | 新建仓 |
| DDOG | DATADOG INC | $277.40万 | 0.02% | 23,500 | -32,000 | -57.7% | -$377.74万 | 减仓 |
| LDOS | LEIDOS HLDGS INC | $279.90万 | 0.02% | 18,000 | 18,000 | — | $279.90万 | 新建仓 |
| WDAY | WORKDAY INC | $283.80万 | 0.02% | 21,843 | -67,530 | -75.6% | -$877.40万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $287.80万 | 0.02% | 60,000 | 60,000 | — | $287.80万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $289.10万 | 0.02% | 14,745 | 14,745 | — | $289.10万 | 新建仓 |
| JBL | JABIL INC | $290.40万 | 0.02% | 10,934 | 10,934 | — | $290.40万 | 新建仓 |
| FICO | FAIR ISAAC CORPORATION | $294.50万 | 0.02% | 2,759 | 2,759 | — | $294.50万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $296.50万 | 0.02% | 5,000 | 5,000 | — | $296.50万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $297.20万 | 0.02% | 39,469 | 8,321 | 26.7% | $62.66万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $298.90万 | 0.02% | 18,000 | 5,063 | 39.1% | $84.07万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $299.40万 | 0.02% | 4,949 | 4,949 | — | $299.40万 | 新建仓 |
| NTRA | NATERA INC | $300.00万 | 0.02% | 15,000 | 15,000 | — | $300.00万 | 新建仓 |
| RBLX | ROBLOX CORP | $300.40万 | 0.02% | 53,120 | 53,120 | — | $300.40万 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $302.20万 | 0.02% | 18,500 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $313.70万 | 0.02% | 56,750 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $314.00万 | 0.02% | 50,000 | 50,000 | — | $314.00万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $316.60万 | 0.02% | 51,598 | -80,447 | -60.9% | -$493.61万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC | $316.80万 | 0.02% | 19,500 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $319.00万 | 0.03% | 17,400 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $323.50万 | 0.03% | 9,143 | -10,857 | -54.3% | -$384.15万 | 重新持有 |
| LULU | LULULEMON ATHLETICA INC | $325.40万 | 0.03% | 21,254 | 4,254 | 25.0% | $65.13万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $327.50万 | 0.03% | 4,500 | 4,500 | — | $327.50万 | 新建仓 |
| O | REALTY INCOME CORP | $330.40万 | 0.03% | 54,000 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $332.00万 | 0.03% | 72,224 | 72,224 | — | $332.00万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $353.20万 | 0.03% | 6,000 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $354.00万 | 0.03% | 15,333 | 15,333 | — | $354.00万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $359.50万 | 0.03% | 17,275 | 17,275 | — | $359.50万 | 新建仓 |
| CDW | CDW CORP | $360.10万 | 0.03% | 29,754 | 29,754 | — | $360.10万 | 新建仓 |
| VLTO | VERALTO CORP | $366.90万 | 0.03% | 41,500 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $367.20万 | 0.03% | 57,195 | 34,984 | 157.5% | $224.60万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVCS INC | $368.80万 | 0.03% | 14,716 | 3,716 | 33.8% | $93.13万 | 加仓 |
| EME | EMCOR GROUP INC | $369.20万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD | $369.70万 | 0.03% | 66,000 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $373.60万 | 0.03% | 20,750 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $376.20万 | 0.03% | 63,600 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $381.80万 | 0.03% | 27,057 | 27,057 | — | $381.80万 | 新建仓 |
| MAC | MACERICH CO | $384.60万 | 0.03% | 203,500 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $386.20万 | 0.03% | 46,712 | -16,121 | -25.7% | -$133.28万 | 减仓 |
| — | COTERRA ENERGY INC | $386.50万 | 0.03% | 110,000 | 110,000 | — | $386.50万 | 新建仓 |
| PPG | PPG INDS INC | $390.10万 | 0.03% | 36,500 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $390.70万 | 0.03% | 39,301 | 39,301 | — | $390.70万 | 新建仓 |
| WAT | WATERS CORP | $397.40万 | 0.03% | 13,346 | 5,346 | 66.8% | $159.19万 | 加仓 |
| FTNT | FORTINET INC | $398.90万 | 0.03% | 48,819 | -95,247 | -66.1% | -$778.26万 | 减仓 |
| RMD | RESMED INC | $404.10万 | 0.03% | 18,000 | 18,000 | — | $404.10万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $405.30万 | 0.03% | 58,500 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORP | $406.20万 | 0.03% | 37,000 | 37,000 | — | $406.20万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE INC | $412.60万 | 0.03% | 20,889 | 20,889 | — | $412.60万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $413.60万 | 0.03% | 12,500 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $413.90万 | 0.03% | 19,908 | -3,592 | -15.3% | -$74.68万 | 减仓 |
| NVR | NVR INC | $415.20万 | 0.03% | 630 | 630 | — | $415.20万 | 新建仓 |
| CSL | CARLISLE COS INC | $416.60万 | 0.03% | 12,488 | 5,238 | 72.2% | $174.74万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $421.90万 | 0.03% | 31,000 | 0 | 0.0% | — | 不变 |
| PHM | PULTEGROUP INC | $422.00万 | 0.03% | 35,882 | 35,882 | — | $422.00万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $424.90万 | 0.03% | 23,000 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $425.50万 | 0.03% | 34,589 | 34,589 | — | $425.50万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SVCS INC | $426.90万 | 0.03% | 91,000 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $427.00万 | 0.03% | 370,000 | 370,000 | — | $427.00万 | 新建仓 |
| BN | BROOKFIELD CORP | $430.80万 | 0.03% | 106,500 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $431.60万 | 0.03% | 100,000 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC | $431.80万 | 0.03% | 66,830 | -33,170 | -33.2% | -$214.32万 | 减仓 |
| KVUE | KENVUE INC | $443.30万 | 0.03% | 257,120 | -22,880 | -8.2% | -$39.45万 | 减仓 |
| CPAY | CORPAY INC | $444.10万 | 0.03% | 15,261 | 15,261 | — | $444.10万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $445.90万 | 0.04% | 23,500 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $447.10万 | 0.04% | 58,000 | 58,000 | — | $447.10万 | 新建仓 |