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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $1,637.70万 | 0.13% | 133,384 | 133,384 | — | $1,637.70万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $1,630.20万 | 0.13% | 124,500 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $1,545.90万 | 0.12% | 263,000 | 185,000 | 237.2% | $1,087.42万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,538.60万 | 0.12% | 36,920 | -580 | -1.5% | -$24.17万 | 减仓 |
| NEM | NEWMONT CORP | $1,537.20万 | 0.12% | 142,000 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,533.10万 | 0.12% | 211,580 | 129,145 | 156.7% | $935.78万 | 加仓 |
| ROST | ROSS STORES INC | $1,516.40万 | 0.12% | 70,000 | 55,554 | 384.6% | $1,203.46万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,509.30万 | 0.12% | 33,800 | -5,000 | -12.9% | -$223.27万 | 减仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $1,486.00万 | 0.12% | 54,000 | 12,000 | 28.6% | $330.22万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,482.50万 | 0.12% | 70,583 | -55,877 | -44.2% | -$1,173.62万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDGS PUB LTD CO | $1,477.60万 | 0.12% | 37,716 | 37,716 | — | $1,477.60万 | 新建仓 |
| CMI | CUMMINS INC | $1,460.10万 | 0.11% | 27,138 | 4,038 | 17.5% | $217.26万 | 加仓 |
| CSX | CSX CORP | $1,457.00万 | 0.11% | 354,924 | 55,424 | 18.5% | $227.52万 | 加仓 |
| VRT | VERTIV HLDGS CO | $1,453.40万 | 0.11% | 58,000 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $1,445.80万 | 0.11% | 44,000 | 33,000 | 300.0% | $1,084.35万 | 加仓 |
| STT | STATE STR CORP | $1,440.30万 | 0.11% | 113,800 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC | $1,427.80万 | 0.11% | 70,271 | 3,271 | 4.9% | $66.46万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $1,424.10万 | 0.11% | 108,750 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1,421.10万 | 0.11% | 164,000 | 109,000 | 198.2% | $944.51万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,410.20万 | 0.11% | 50,500 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP OH | $1,404.50万 | 0.11% | 70,850 | -114,045 | -61.7% | -$2,260.78万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,365.40万 | 0.11% | 152,401 | -69,132 | -31.2% | -$619.37万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,361.60万 | 0.11% | 24,800 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1,359.60万 | 0.11% | 99,995 | 99,995 | — | $1,359.60万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,336.60万 | 0.11% | 213,000 | -50,000 | -19.0% | -$313.76万 | 减仓 |
| MMM | 3M CO | $1,292.50万 | 0.10% | 89,000 | -5,309 | -5.6% | -$77.10万 | 减仓 |
| FDX | FEDEX CORP | $1,291.20万 | 0.10% | 36,250 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $1,290.60万 | 0.10% | 56,000 | 36,000 | 180.0% | $829.67万 | 加仓 |
| CRH | CRH PLC | $1,282.50万 | 0.10% | 122,000 | -28,000 | -18.7% | -$294.34万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $1,280.40万 | 0.10% | 49,192 | 49,192 | — | $1,280.40万 | 新建仓 |
| EOG | EOG RES INC | $1,257.80万 | 0.10% | 87,000 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $1,255.20万 | 0.10% | 365,000 | 0 | 0.0% | — | 不变 |
| SLB | SLB LTD | $1,233.40万 | 0.10% | 240,000 | -20,185 | -7.8% | -$103.73万 | 减仓 |
| PCAR | PACCAR INC | $1,229.90万 | 0.10% | 106,481 | 18,481 | 21.0% | $213.46万 | 加仓 |
| CTAS | CINTAS CORP | $1,211.70万 | 0.10% | 71,641 | -21,159 | -22.8% | -$357.87万 | 减仓 |
| UPS | UNITED PARCEL SVC INC | $1,210.10万 | 0.10% | 123,000 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $1,209.60万 | 0.10% | 42,148 | 7,398 | 21.3% | $212.31万 | 加仓 |
| AON | AON PLC | $1,178.10万 | 0.09% | 36,500 | -13,772 | -27.4% | -$444.51万 | 减仓 |
| XBI | SPDR SER TR | $1,153.80万 | 0.09% | 90,329 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP NEW | $1,111.90万 | 0.09% | 45,000 | 20,692 | 85.1% | $511.28万 | 加仓 |
| MPC | MARATHON PETE CORP | $1,098.80万 | 0.09% | 45,000 | 45,000 | — | $1,098.80万 | 新建仓 |
| PSX | PHILLIPS 66 | $1,093.10万 | 0.09% | 60,000 | 60,000 | — | $1,093.10万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,086.70万 | 0.09% | 27,834 | -14,238 | -33.8% | -$555.88万 | 减仓 |
| EMR | EMERSON ELEC CO | $1,077.60万 | 0.08% | 82,250 | -72,000 | -46.7% | -$943.31万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1,053.40万 | 0.08% | 57,741 | 57,741 | — | $1,053.40万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,043.60万 | 0.08% | 105,359 | -67,347 | -39.0% | -$667.08万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,041.70万 | 0.08% | 48,100 | -20,000 | -29.4% | -$433.14万 | 减仓 |
| FAST | FASTENAL CO | $1,041.20万 | 0.08% | 224,400 | 143,694 | 178.0% | $666.73万 | 加仓 |
| NKE | NIKE INC | $1,031.70万 | 0.08% | 195,333 | -11,313 | -5.5% | -$59.75万 | 减仓 |
| SRE | SEMPRA | $1,015.40万 | 0.08% | 104,500 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $1,007.70万 | 0.08% | 13,800 | 10,200 | 283.3% | $744.82万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1,000.50万 | 0.08% | 173,572 | -36,928 | -17.5% | -$212.86万 | 减仓 |
| SHW | SHERWIN-WILLIAMS CO | $993.70万 | 0.08% | 31,000 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES CO | $992.10万 | 0.08% | 162,500 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $986.00万 | 0.08% | 630,000 | 630,000 | — | $986.00万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $958.30万 | 0.08% | 31,514 | -6,986 | -18.1% | -$212.44万 | 减仓 |
| GOOG | ALPHABET INC | $956.60万 | 0.08% | 33,346 | 2,638 | 8.6% | $75.68万 | 加仓 |
| PLD | PROLOGIS INC | $951.70万 | 0.07% | 72,000 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $951.00万 | 0.07% | 5,500 | -1,950 | -26.2% | -$337.17万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $950.30万 | 0.07% | 8,200 | 4,200 | 105.0% | $486.74万 | 加仓 |
| GWW | GRAINGER W W INC | $949.80万 | 0.07% | 8,707 | 4,628 | 113.5% | $504.84万 | 加仓 |
| ECL | ECOLAB INC | $936.40万 | 0.07% | 35,200 | -18,000 | -33.8% | -$478.84万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $936.40万 | 0.07% | 33,000 | 33,000 | — | $936.40万 | 新建仓 |
| GM | GENERAL MTRS CO | $931.30万 | 0.07% | 125,000 | -35,000 | -21.9% | -$260.76万 | 减仓 |
| PINS | PINTEREST INC | $927.60万 | 0.07% | 505,793 | -134,776 | -21.0% | -$247.17万 | 减仓 |
| SNPS | SYNOPSYS INC | $924.60万 | 0.07% | 23,320 | -18,487 | -44.2% | -$732.98万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS INC | $919.40万 | 0.07% | 11,900 | -3,000 | -20.1% | -$231.78万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $912.80万 | 0.07% | 12,989 | 12,989 | — | $912.80万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $909.40万 | 0.07% | 6,595 | 6,595 | — | $909.40万 | 新建仓 |
| OKE | ONEOK INC NEW | $903.90万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $890.40万 | 0.07% | 75,323 | -7,677 | -9.2% | -$90.75万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $879.30万 | 0.07% | 37,695 | 37,695 | — | $879.30万 | 新建仓 |
| SUNB | SUNBELT RENTALS HLDGS INC | $878.70万 | 0.07% | 135,000 | 135,000 | — | $878.70万 | 新建仓 |
| CI | CIGNA GROUP | $866.90万 | 0.07% | 32,500 | 6,500 | 25.0% | $173.38万 | 加仓 |
| HUBS | HUBSPOT INC | $864.50万 | 0.07% | 35,415 | 436 | 1.2% | $10.64万 | 加仓 |
| CDNS | CADENCE DESIGN SYS INC | $864.40万 | 0.07% | 31,107 | -17,396 | -35.9% | -$483.40万 | 减仓 |
| ORLY | O REILLY AUTOMOTIVE INC NEW | $863.10万 | 0.07% | 93,500 | 93,500 | — | $863.10万 | 新建仓 |
| CVS | CVS HEALTH CORP | $861.80万 | 0.07% | 120,000 | 83,000 | 224.3% | $596.08万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $852.00万 | 0.07% | 65,000 | 65,000 | — | $852.00万 | 新建仓 |
| D | DOMINION ENERGY INC | $843.80万 | 0.07% | 136,500 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $841.90万 | 0.07% | 16,106 | 8,606 | 114.7% | $449.86万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC | $838.30万 | 0.07% | 42,902 | 11,102 | 34.9% | $216.93万 | 加仓 |
| AME | AMETEK INC NEW | $836.00万 | 0.07% | 39,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $832.50万 | 0.07% | 289,979 | -512,770 | -63.9% | -$1,472.11万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $824.40万 | 0.06% | 300,227 | 300,227 | — | $824.40万 | 新建仓 |
| RACE | FERRARI N V NEW | $812.30万 | 0.06% | 24,000 | 24,000 | — | $812.30万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $810.40万 | 0.06% | 37,000 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $804.50万 | 0.06% | 17,000 | 5,000 | 41.7% | $236.62万 | 加仓 |
| TRGP | TARGA RES CORP | $802.30万 | 0.06% | 32,000 | 32,000 | — | $802.30万 | 新建仓 |
| NET | CLOUDFLARE INC | $802.10万 | 0.06% | 38,874 | 2,645 | 7.3% | $54.58万 | 加仓 |
| EXC | EXELON CORP | $799.00万 | 0.06% | 163,000 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $772.90万 | 0.06% | 18,171 | -8,893 | -32.9% | -$378.26万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $772.30万 | 0.06% | 41,403 | 11,303 | 37.6% | $210.84万 | 加仓 |
| DASH | DOORDASH INC | $762.00万 | 0.06% | 50,747 | -7,253 | -12.5% | -$108.91万 | 重新持有 |
| IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $761.80万 | 0.06% | 105,000 | 55,000 | 110.0% | $399.04万 | 加仓 |
| AER | AERCAP HOLDINGS N V | $754.50万 | 0.06% | 55,000 | -34,000 | -38.2% | -$466.42万 | 减仓 |
| XEL | XCEL ENERGY INC | $738.80万 | 0.06% | 93,000 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $736.60万 | 0.06% | 93,586 | 56,011 | 149.1% | $440.85万 | 加仓 |
| ELV | ELEVANCE HEALTH INC | $731.90万 | 0.06% | 25,000 | -9,400 | -27.3% | -$275.19万 | 减仓 |
| CARR | CARRIER GLOBAL CORP | $728.10万 | 0.06% | 129,300 | 0 | 0.0% | — | 不变 |