Ilmarinen Mutual Pension Insurance Co
HELSINKI H9 · SEC CIK 0001661580
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| RPM | RPM INTL INC | $436.80万 | 0.03% | 39,301 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $439.60万 | 0.03% | 26,918 | 11,517 | 74.8% | $188.09万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $440.40万 | 0.03% | 100,000 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $441.40万 | 0.03% | 130,000 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $452.70万 | 0.03% | 106,500 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $453.00万 | 0.03% | 12,488 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $456.00万 | 0.03% | 111,083 | -84,250 | -43.1% | -$345.85万 | 减仓 |
| — | ELECTRONIC ARTS INC | $465.80万 | 0.03% | 22,716 | -4,202 | -15.6% | -$86.16万 | 减仓 |
| ADM | ARCHER-DANIELS MIDLAND CO | $470.10万 | 0.03% | 61,530 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $481.70万 | 0.03% | 40,750 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP NEW | $485.00万 | 0.03% | 42,130 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $485.70万 | 0.03% | 170,000 | 170,000 | — | $485.70万 | 新建仓 |
| KVUE | KENVUE INC | $491.40万 | 0.03% | 257,120 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $500.50万 | 0.03% | 13,346 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $508.60万 | 0.03% | 15,261 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $510.60万 | 0.03% | 9,700 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $518.60万 | 0.04% | 26,674 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE INC | $522.20万 | 0.04% | 20,889 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVCS INC | $528.30万 | 0.04% | 14,716 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $547.20万 | 0.04% | 46,500 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $547.80万 | 0.04% | 36,200 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $550.50万 | 0.04% | 65,000 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $567.80万 | 0.04% | 86,260 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC | $569.00万 | 0.04% | 42,000 | -30,000 | -41.7% | -$406.43万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $570.10万 | 0.04% | 24,000 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $571.90万 | 0.04% | 340,000 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO | $574.00万 | 0.04% | 127,251 | 25,404 | 24.9% | $114.59万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $575.30万 | 0.04% | 27,000 | -10,000 | -27.0% | -$213.07万 | 减仓 |
| VMC | VULCAN MATLS CO | $578.20万 | 0.04% | 19,600 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $578.50万 | 0.04% | 140,000 | 50,000 | 55.6% | $206.61万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $580.60万 | 0.04% | 53,798 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS PLC | $593.30万 | 0.04% | 59,285 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $594.90万 | 0.04% | 37,216 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $597.00万 | 0.04% | 66,000 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $600.10万 | 0.04% | 36,000 | -7,500 | -17.2% | -$125.02万 | 减仓 |
| DOV | DOVER CORP | $606.30万 | 0.04% | 27,035 | -5,500 | -16.9% | -$123.35万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $609.50万 | 0.04% | 66,830 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $612.00万 | 0.04% | 180,000 | -10,000 | -5.3% | -$34.00万 | 减仓 |
| IQV | IQVIA HLDGS INC | $612.50万 | 0.04% | 31,700 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $616.10万 | 0.04% | 34,716 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $616.70万 | 0.04% | 11,000 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $620.30万 | 0.04% | 78,299 | -26,701 | -25.4% | -$211.53万 | 减仓 |
| NUE | NUCOR CORP | $623.70万 | 0.04% | 28,000 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $625.30万 | 0.04% | 207,000 | 106,000 | 105.0% | $320.20万 | 加仓 |
| PHM | PULTEGROUP INC | $629.50万 | 0.04% | 45,882 | 10,000 | 27.9% | $137.20万 | 加仓 |
| HUBB | HUBBELL INC | $635.20万 | 0.04% | 12,140 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $636.50万 | 0.04% | 102,000 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $636.70万 | 0.04% | 18,189 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $641.70万 | 0.04% | 58,000 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $645.50万 | 0.04% | 149,501 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $650.90万 | 0.04% | 23,000 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $652.10万 | 0.04% | 47,793 | -45,793 | -48.9% | -$624.81万 | 减仓 |
| EBAY | EBAY INC | $655.00万 | 0.04% | 58,612 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $655.10万 | 0.04% | 49,321 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $662.80万 | 0.04% | 17,000 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $669.20万 | 0.05% | 28,000 | -5,000 | -15.2% | -$119.50万 | 减仓 |
| WAB | WABTEC | $674.00万 | 0.05% | 25,000 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $677.70万 | 0.05% | 30,303 | -11,100 | -26.8% | -$248.24万 | 减仓 |
| USB | US BANCORP DEL | $682.50万 | 0.05% | 113,000 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW | $683.40万 | 0.05% | 41,779 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $698.40万 | 0.05% | 34,589 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $723.10万 | 0.05% | 86,517 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $730.00万 | 0.05% | 30,731 | 2,296 | 8.1% | $54.54万 | 加仓 |
| AME | AMETEK INC NEW | $733.10万 | 0.05% | 30,300 | -8,700 | -22.3% | -$210.49万 | 减仓 |
| CARR | CARRIER GLOBAL CORP | $733.50万 | 0.05% | 100,000 | -29,300 | -22.7% | -$214.92万 | 减仓 |
| F | FORD MTR CO DEL | $736.70万 | 0.05% | 530,000 | 160,000 | 43.2% | $222.40万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $738.90万 | 0.05% | 5,345 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $740.00万 | 0.05% | 18,171 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $740.20万 | 0.05% | 160,000 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS INC | $742.00万 | 0.05% | 11,900 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $745.40万 | 0.05% | 27,800 | -4,200 | -13.1% | -$112.61万 | 减仓 |
| OKE | ONEOK INC NEW | $756.40万 | 0.05% | 87,000 | -13,000 | -13.0% | -$113.03万 | 减仓 |
| PAYX | PAYCHEX INC | $759.40万 | 0.05% | 77,228 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $759.90万 | 0.05% | 163,000 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $762.40万 | 0.05% | 75,000 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES CO | $768.70万 | 0.05% | 138,500 | -24,000 | -14.8% | -$133.20万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $775.90万 | 0.05% | 38,485 | 4,657 | 13.8% | $93.89万 | 加仓 |
| DHI | D R HORTON INC | $781.70万 | 0.05% | 47,992 | 12,000 | 33.3% | $195.46万 | 加仓 |
| TGT | TARGET CORP | $783.70万 | 0.05% | 60,000 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $790.60万 | 0.05% | 16,117 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $797.50万 | 0.05% | 16,510 | 3,227 | 24.3% | $155.88万 | 加仓 |
| AER | AERCAP HOLDINGS N V | $801.80万 | 0.05% | 55,000 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $804.30万 | 0.05% | 62,000 | -25,000 | -28.7% | -$324.31万 | 减仓 |
| ALL | ALLSTATE CORP | $805.00万 | 0.05% | 33,834 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC | $805.80万 | 0.05% | 37,202 | -5,700 | -13.3% | -$123.46万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $807.60万 | 0.05% | 19,446 | 5,519 | 39.6% | $229.21万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $831.00万 | 0.06% | 311,699 | 11,472 | 3.8% | $30.58万 | 加仓 |
| XYZ | BLOCK INC | $836.00万 | 0.06% | 110,000 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $841.40万 | 0.06% | 30,200 | -5,000 | -14.2% | -$139.30万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $841.60万 | 0.06% | 17,000 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HLDGS INC | $860.30万 | 0.06% | 115,000 | -20,000 | -14.8% | -$149.62万 | 减仓 |
| BE | BLOOM ENERGY CORP | $862.70万 | 0.06% | 28,500 | -4,500 | -13.6% | -$136.22万 | 减仓 |
| ROST | ROSS STORES INC | $872.70万 | 0.06% | 41,000 | -29,000 | -41.4% | -$617.28万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $894.60万 | 0.06% | 37,695 | 0 | 0.0% | — | 不变 |
| CI | CIGNA GROUP | $896.00万 | 0.06% | 32,500 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE SYS INC | $896.80万 | 0.06% | 43,741 | -35,198 | -44.6% | -$721.65万 | 减仓 |
| FDX | FEDEX CORP | $908.10万 | 0.06% | 29,000 | -7,250 | -20.0% | -$227.03万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $909.10万 | 0.06% | 213,000 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $912.20万 | 0.06% | 32,458 | 413 | 1.3% | $11.61万 | 加仓 |
| MELI | MERCADOLIBRE INC | $933.60万 | 0.06% | 5,500 | 0 | 0.0% | — | 不变 |