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 |
|---|---|---|---|---|---|---|---|---|
| DASH | DOORDASH INC | $936.40万 | 0.06% | 50,747 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $953.50万 | 0.06% | 38,874 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $963.00万 | 0.07% | 8,500 | -1,000 | -10.5% | -$113.29万 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $966.80万 | 0.07% | 25,000 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $966.90万 | 0.07% | 37,047 | -6,134 | -14.2% | -$160.09万 | 减仓 |
| SRE | SEMPRA | $968.80万 | 0.07% | 104,500 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $971.00万 | 0.07% | 20,069 | 1,936 | 10.7% | $93.67万 | 加仓 |
| SLB | SLB LTD | $976.30万 | 0.07% | 210,000 | -30,000 | -12.5% | -$139.47万 | 减仓 |
| FAST | FASTENAL CO | $984.10万 | 0.07% | 204,900 | -19,500 | -8.7% | -$93.66万 | 减仓 |
| CTAS | CINTAS CORP | $988.90万 | 0.07% | 58,141 | -13,500 | -18.8% | -$229.62万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $999.60万 | 0.07% | 11,650 | -1,339 | -10.3% | -$114.89万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1,002.50万 | 0.07% | 80,559 | -38,156 | -32.1% | -$474.82万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $1,003.90万 | 0.07% | 173,572 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN-WILLIAMS CO | $1,008.90万 | 0.07% | 29,300 | -1,700 | -5.5% | -$58.54万 | 减仓 |
| PSX | PHILLIPS 66 | $1,014.30万 | 0.07% | 60,000 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,024.40万 | 0.07% | 31,000 | -514 | -1.6% | -$16.99万 | 减仓 |
| MPC | MARATHON PETE CORP | $1,035.50万 | 0.07% | 40,500 | -4,500 | -10.0% | -$115.06万 | 减仓 |
| SNPS | SYNOPSYS INC | $1,040.20万 | 0.07% | 23,320 | 0 | 0.0% | — | 不变 |
| KLAR | KLARNA GROUP PLC | $1,041.90万 | 0.07% | 514,788 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1,048.10万 | 0.07% | 62,490 | -8,093 | -11.5% | -$135.74万 | 减仓 |
| VLO | VALERO ENERGY CORP NEW | $1,054.80万 | 0.07% | 40,500 | -4,500 | -10.0% | -$117.20万 | 减仓 |
| PCAR | PACCAR INC | $1,062.80万 | 0.07% | 88,481 | -18,000 | -16.9% | -$216.21万 | 减仓 |
| DDOG | DATADOG INC | $1,064.80万 | 0.07% | 40,899 | 17,399 | 74.0% | $452.98万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1,092.30万 | 0.07% | 8,200 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $1,093.10万 | 0.07% | 71,154 | 22,335 | 45.8% | $343.12万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HLDG LTD | $1,094.70万 | 0.07% | 40,253 | 14,748 | 57.8% | $401.08万 | 加仓 |
| UPS | UNITED PARCEL SVC INC | $1,096.50万 | 0.07% | 102,000 | -21,000 | -17.1% | -$225.75万 | 减仓 |
| EMR | EMERSON ELEC CO | $1,108.70万 | 0.07% | 77,450 | -4,800 | -5.8% | -$68.71万 | 减仓 |
| WMB | WILLIAMS COS INC | $1,115.10万 | 0.08% | 150,000 | 150,000 | — | $1,115.10万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1,117.00万 | 0.08% | 630,000 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $1,144.80万 | 0.08% | 80,000 | 22,408 | 38.9% | $320.66万 | 加仓 |
| MMM | 3M CO | $1,149.60万 | 0.08% | 71,000 | -18,000 | -20.2% | -$291.45万 | 减仓 |
| COHR | COHERENT CORP | $1,154.40万 | 0.08% | 29,265 | -240 | -0.8% | -$9.47万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1,158.40万 | 0.08% | 57,741 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $1,171.90万 | 0.08% | 477,358 | 187,379 | 64.6% | $460.01万 | 加仓 |
| GWW | GRAINGER W W INC | $1,184.50万 | 0.08% | 8,707 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $1,208.00万 | 0.08% | 38,398 | -3,750 | -8.9% | -$117.97万 | 减仓 |
| AON | AON PLC | $1,210.70万 | 0.08% | 36,500 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $1,214.20万 | 0.08% | 44,892 | -4,300 | -8.7% | -$116.30万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,236.50万 | 0.08% | 48,585 | 14,854 | 44.0% | $378.04万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,254.30万 | 0.08% | 50,500 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $1,278.80万 | 0.09% | 58,000 | -25,000 | -30.1% | -$551.21万 | 减仓 |
| ARGX | ARGENX SE | $1,280.30万 | 0.09% | 13,800 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $1,280.60万 | 0.09% | 269,424 | -85,500 | -24.1% | -$406.39万 | 减仓 |
| MDT | MEDTRONIC PLC | $1,283.00万 | 0.09% | 164,000 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $1,305.40万 | 0.09% | 122,000 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $1,307.10万 | 0.09% | 6,595 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $1,310.40万 | 0.09% | 170,000 | 45,000 | 36.0% | $346.87万 | 加仓 |
| NEM | NEWMONT CORP | $1,326.30万 | 0.09% | 142,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1,346.90万 | 0.09% | 38,120 | 4,774 | 14.3% | $168.68万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,379.60万 | 0.09% | 135,000 | -17,401 | -11.4% | -$177.83万 | 减仓 |
| MCK | MCKESSON CORP | $1,405.40万 | 0.09% | 18,600 | -1,500 | -7.5% | -$113.34万 | 减仓 |
| PEP | PEPSICO INC | $1,421.70万 | 0.10% | 105,000 | -115,000 | -52.3% | -$1,557.10万 | 减仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $1,428.90万 | 0.10% | 45,000 | -9,000 | -16.7% | -$285.78万 | 减仓 |
| XBI | SPDR SER TR | $1,429.50万 | 0.10% | 90,329 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $1,438.60万 | 0.10% | 84,826 | -28,974 | -25.5% | -$491.38万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $1,472.90万 | 0.10% | 450,000 | 210,000 | 87.5% | $687.35万 | 加仓 |
| MFC | MANULIFE FINL CORP | $1,474.80万 | 0.10% | 365,000 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $1,476.80万 | 0.10% | 256,300 | -19,500 | -7.1% | -$112.36万 | 减仓 |
| BKNG | BOOKING HLDGS INC | $1,488.30万 | 0.10% | 83,500 | -16,500 | -16.5% | -$294.10万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1,504.10万 | 0.10% | 67,484 | -10,000 | -12.9% | -$222.88万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $1,505.60万 | 0.10% | 56,000 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC | $1,506.50万 | 0.10% | 67,271 | -3,000 | -4.3% | -$67.18万 | 减仓 |
| CDNS | CADENCE DESIGN SYS INC | $1,510.20万 | 0.10% | 40,238 | 9,131 | 29.4% | $342.70万 | 加仓 |
| SYK | STRYKER CORP | $1,512.20万 | 0.10% | 48,030 | 4,030 | 9.2% | $126.88万 | 加仓 |
| CVS | CVS HEALTH CORP | $1,542.40万 | 0.10% | 149,100 | 29,100 | 24.2% | $301.03万 | 加仓 |
| PGR | PROGRESSIVE CORP OH | $1,547.70万 | 0.10% | 70,850 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $1,558.00万 | 0.11% | 647,000 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $1,562.50万 | 0.11% | 21,700 | -3,100 | -12.5% | -$223.21万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC | $1,588.90万 | 0.11% | 108,750 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $1,603.50万 | 0.11% | 72,611 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1,619.00万 | 0.11% | 163,078 | -46,833 | -22.3% | -$464.95万 | 减仓 |
| CMI | CUMMINS INC | $1,643.10万 | 0.11% | 23,038 | -4,100 | -15.1% | -$292.42万 | 减仓 |
| NBIS | NEBIUS GRP N V | $1,650.10万 | 0.11% | 59,751 | 4,882 | 8.9% | $134.82万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $1,654.00万 | 0.11% | 263,000 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $1,667.70万 | 0.11% | 45,000 | -8,000 | -15.1% | -$296.48万 | 减仓 |
| COP | CONOCOPHILLIPS | $1,673.80万 | 0.11% | 161,000 | -19,000 | -10.6% | -$197.53万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,678.90万 | 0.11% | 33,800 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $1,679.30万 | 0.11% | 75,000 | 75,000 | — | $1,679.30万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $1,683.00万 | 0.11% | 39,006 | -99 | -0.3% | -$4.27万 | 减仓 |
| VRT | VERTIV HLDGS CO | $1,690.80万 | 0.11% | 50,500 | -7,500 | -12.9% | -$251.11万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,708.30万 | 0.12% | 74,414 | 26,314 | 54.7% | $604.08万 | 加仓 |
| T | AT&T INC | $1,741.40万 | 0.12% | 841,276 | 19,853 | 2.4% | $41.09万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,793.40万 | 0.12% | 186,580 | -25,000 | -11.8% | -$240.30万 | 减仓 |
| ORLY | O REILLY AUTOMOTIVE INC NEW | $1,795.80万 | 0.12% | 195,000 | 101,500 | 108.6% | $934.74万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,813.40万 | 0.12% | 36,920 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $1,833.60万 | 0.12% | 200,000 | -55,000 | -21.6% | -$504.24万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,869.80万 | 0.13% | 55,279 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1,892.60万 | 0.13% | 36,734 | -9,323 | -20.2% | -$480.34万 | 减仓 |
| DHR | DANAHER CORP | $1,895.30万 | 0.13% | 99,500 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $1,906.20万 | 0.13% | 41,551 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $1,919.20万 | 0.13% | 211,500 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1,920.00万 | 0.13% | 266,075 | 20,834 | 8.5% | $150.34万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,960.70万 | 0.13% | 20,046 | -2,500 | -11.1% | -$244.53万 | 减仓 |
| CRM | SALESFORCE INC | $1,990.60万 | 0.13% | 127,068 | -34,023 | -21.1% | -$532.99万 | 减仓 |
| BA | BOEING CO | $2,056.50万 | 0.14% | 95,000 | 95,000 | — | $2,056.50万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $2,056.90万 | 0.14% | 142,239 | -32,761 | -18.7% | -$473.75万 | 减仓 |
| DIS | DISNEY WALT CO | $2,158.10万 | 0.15% | 224,221 | 5,570 | 2.5% | $53.61万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,179.30万 | 0.15% | 54,800 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2,234.10万 | 0.15% | 159,625 | -55,049 | -25.6% | -$770.46万 | 减仓 |