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
IREN IREN LTD $209.90万0.01%45,892 5,32413.1% $24.35万 加仓
STE STERIS PLC $210.60万0.01%10,000 00.0% — 不变
AVY AVERY DENNISON CORP $211.10万0.01%13,000 00.0% — 不变
WSO WATSCO INC $212.40万0.01%5,096 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $216.20万0.01%10,200 00.0% — 不变
AFG AMERICAN FINL GROUP INC OHIO $217.00万0.01%15,508 00.0% — 不变
SSNC SS&C TECHNOLOGIES HLDGS INC $217.20万0.01%35,000 00.0% — 不变
SYF SYNCHRONY FINL $218.20万0.01%28,691 00.0% — 不变
PKG PACKAGING CORP AMER $228.70万0.02%9,600 -2,400-20.0% -$57.17万 减仓
TRU TRANSUNION $234.50万0.02%32,500 00.0% — 不变
WSM WILLIAMS SONOMA INC $235.10万0.02%10,086 -16,236-61.7% -$378.45万 减仓
PSA PUBLIC STORAGE $236.60万0.02%7,432 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $237.20万0.02%14,556 -21,000-59.1% -$342.21万 减仓
J JACOBS SOLUTIONS INC $239.40万0.02%19,000 00.0% — 不变
ENTG ENTEGRIS INC $244.70万0.02%13,604 00.0% — 不变
BBY BEST BUY INC $247.10万0.02%32,563 -24,632-43.1% -$186.92万 减仓
P EVERPURE INC $250.40万0.02%31,787 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $250.80万0.02%26,359 00.0% — 不变
LH LABCORP HLDGS INC $252.00万0.02%9,000 00.0% — 不变
CRWV COREWEAVE INC $256.80万0.02%25,802 00.0% — 不变
FSLR FIRST SOLAR INC $263.30万0.02%11,160 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS INC $267.10万0.02%19,500 00.0% — 不变
WDAY WORKDAY INC $267.40万0.02%21,843 00.0% — 不变
EL LAUDER ESTEE COS INC $268.40万0.02%34,000 2,5568.1% $20.18万 加仓
VMRK EQUITY RESIDENTIAL $269.00万0.02%39,600 -24,000-37.7% -$163.03万 减仓
BURL BURLINGTON STORES INC $269.30万0.02%8,500 6438.2% $20.37万 加仓
UTHR UNITED THERAPEUTICS CORP DEL $270.90万0.02%5,000 00.0% — 不变
FN FABRINET $271.10万0.02%4,824 4,824— $271.10万 新建仓
PPG PPG INDS INC $272.90万0.02%22,500 -14,000-38.4% -$169.80万 减仓
FDXF FEDEX FGHT HLDG CO INC $273.70万0.02%18,125 18,125— $273.70万 新建仓
VRSN VERISIGN INC $279.30万0.02%11,102 4,55469.5% $114.57万 加仓
CNC CENTENE CORP DEL $282.40万0.02%44,000 00.0% — 不变
IEX IDEX CORP $283.70万0.02%12,500 00.0% — 不变
HEI/A HEICO CORP NEW $283.70万0.02%11,000 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $283.80万0.02%32,879 13,30868.0% $114.87万 加仓
OMC OMNICOM GROUP INC $287.50万0.02%39,469 00.0% — 不变
TSCO TRACTOR SUPPLY CO $288.00万0.02%91,114 -18,448-16.8% -$58.31万 减仓
FTV FORTIVE CORP $290.20万0.02%47,500 -9,250-16.3% -$56.51万 减仓
CHD CHURCH & DWIGHT INC $290.60万0.02%30,000 10,00050.0% $96.87万 加仓
H HYATT HOTELS CORP $290.80万0.02%15,000 9,321164.1% $180.70万 加仓
FFIV F5 INC $298.30万0.02%7,171 00.0% — 不变
HOOD ROBINHOOD MKTS INC $300.80万0.02%30,000 00.0% — 不变
SNA SNAP ON INC $301.80万0.02%7,500 00.0% — 不变
DRI DARDEN RESTAURANTS INC $303.80万0.02%14,745 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $309.40万0.02%9,143 00.0% — 不变
LII LENNOX INTL INC $309.40万0.02%5,400 00.0% — 不变
LYV LIVE NATION ENTMT INC $309.80万0.02%16,920 00.0% — 不变
ZTS ZOETIS INC $311.30万0.02%43,323 -32,000-42.5% -$229.94万 减仓
NTAP NETAPP INC $319.40万0.02%20,638 00.0% — 不变
STLD STEEL DYNAMICS INC $321.20万0.02%14,000 00.0% — 不变
EXR EXTRA SPACE STORAGE INC $324.00万0.02%22,300 -14,000-38.6% -$203.41万 减仓
MAC MACERICH CO $325.00万0.02%129,000 -74,500-36.6% -$187.69万 减仓
FICO FAIR ISAAC CORPORATION $329.60万0.02%2,759 00.0% — 不变
TDY TELEDYNE TECHNOLOGIES INC $330.00万0.02%4,949 00.0% — 不变
DLR DIGITAL RLTY TR INC $334.00万0.02%18,600 -14,000-42.9% -$251.40万 减仓
RPRX ROYALTY PHARMA PLC $336.40万0.02%60,000 00.0% — 不变
DXCM DEXCOM INC $336.80万0.02%50,000 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $337.90万0.02%115,206 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MFG CO LTD $338.10万0.02%7,080 -7,909-52.8% -$377.69万 减仓
CHRW C H ROBINSON WORLDWIDE INC $339.00万0.02%18,000 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $346.00万0.02%6,000 00.0% — 不变
HSY HERSHEY CO $349.30万0.02%19,908 00.0% — 不变
RMD RESMED INC $350.80万0.02%18,000 00.0% — 不变
WELL WELLTOWER INC $351.80万0.02%15,500 -10,000-39.2% -$226.97万 减仓
FIS FIDELITY NATL INFORMATION SVCS INC $353.80万0.02%91,000 00.0% — 不变
CASY CASEYS GEN STORES INC $357.70万0.02%4,500 00.0% — 不变
TFC TRUIST FINL CORP $359.80万0.02%72,224 00.0% — 不变
ULTA ULTA BEAUTY INC $365.60万0.02%8,106 -8,000-49.7% -$360.82万 减仓
DECK DECKERS OUTDOOR CORP $367.40万0.02%37,000 17,01885.2% $168.98万 加仓
VLTO VERALTO CORP $368.00万0.02%41,500 00.0% — 不变
IONQ IONQ INC $369.60万0.02%69,404 33,70694.4% $179.50万 加仓
BIIB BIOGEN INC $375.90万0.03%17,400 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC $376.30万0.03%12,500 00.0% — 不变
MDB MONGODB INC $379.50万0.03%11,298 4,84775.1% $162.81万 加仓
CPRT COPART INC $380.60万0.03%135,000 00.0% — 不变
RBLX ROBLOX CORP $383.50万0.03%70,520 17,40032.8% $94.62万 加仓
EQIX EQUINIX INC $385.70万0.03%3,700 -2,500-40.3% -$260.61万 减仓
ILMN ILLUMINA INC $386.80万0.03%22,000 00.0% — 不变
TWLO TWILIO INC $388.40万0.03%18,822 00.0% — 不变
EQT EQT CORP $393.50万0.03%74,000 -22,000-22.9% -$116.99万 减仓
TPR TAPESTRY INC $396.10万0.03%27,057 00.0% — 不变
ATO ATMOS ENERGY CORP $396.20万0.03%23,000 00.0% — 不变
ON ON SEMICONDUCTOR CORP $397.50万0.03%42,042 00.0% — 不变
RDDT REDDIT INC $404.60万0.03%23,310 15,437196.1% $267.95万 加仓
TEAM ATLASSIAN CORP $407.00万0.03%52,322 -52,502-50.1% -$408.40万 减仓
NTRA NATERA INC $407.20万0.03%15,000 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $407.90万0.03%31,000 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $413.10万0.03%23,500 -6,500-21.7% -$114.26万 减仓
EME EMCOR GROUP INC $414.90万0.03%5,000 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $415.30万0.03%58,000 00.0% — 不变
FISV FISERV INC $416.90万0.03%85,000 00.0% — 不变
CDW CDW CORP $418.50万0.03%29,754 00.0% — 不变
JBL JABIL INC $421.50万0.03%10,934 00.0% — 不变
VRSK VERISK ANALYTICS INC $421.90万0.03%23,500 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $422.30万0.03%17,404 -42,696-71.0% -$1,036.00万 减仓
ES EVERSOURCE ENERGY $422.80万0.03%58,500 00.0% — 不变
DKS DICKS SPORTING GOODS INC $424.00万0.03%18,692 9,00092.9% $204.15万 加仓
PNC PNC FINL SVCS GROUP INC $425.30万0.03%17,275 00.0% — 不变
HUM HUMANA INC $429.00万0.03%10,800 5,800116.0% $230.39万 加仓
IR INGERSOLL RAND INC $434.50万0.03%53,000 -14,500-21.5% -$118.87万 减仓