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 |
|---|---|---|---|---|---|---|---|---|
| CPRT | COPART INC | $380.60万 | 0.03% | 135,000 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $379.50万 | 0.03% | 11,298 | 4,847 | 75.1% | $162.81万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $376.30万 | 0.03% | 12,500 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $375.90万 | 0.03% | 17,400 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $369.60万 | 0.02% | 69,404 | 33,706 | 94.4% | $179.50万 | 加仓 |
| VLTO | VERALTO CORP | $368.00万 | 0.02% | 41,500 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $367.40万 | 0.02% | 37,000 | 17,018 | 85.2% | $168.98万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $365.60万 | 0.02% | 8,106 | -8,000 | -49.7% | -$360.82万 | 减仓 |
| TFC | TRUIST FINL CORP | $359.80万 | 0.02% | 72,224 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $357.70万 | 0.02% | 4,500 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS INC | $353.80万 | 0.02% | 91,000 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $351.80万 | 0.02% | 15,500 | -10,000 | -39.2% | -$226.97万 | 减仓 |
| RMD | RESMED INC | $350.80万 | 0.02% | 18,000 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $349.30万 | 0.02% | 19,908 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $346.00万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE INC | $339.00万 | 0.02% | 18,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG CO LTD | $338.10万 | 0.02% | 7,080 | -7,909 | -52.8% | -$377.69万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $337.90万 | 0.02% | 115,206 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $336.80万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $336.40万 | 0.02% | 60,000 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $334.00万 | 0.02% | 18,600 | -14,000 | -42.9% | -$251.40万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $330.00万 | 0.02% | 4,949 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORPORATION | $329.60万 | 0.02% | 2,759 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $325.00万 | 0.02% | 129,000 | -74,500 | -36.6% | -$187.69万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $324.00万 | 0.02% | 22,300 | -14,000 | -38.6% | -$203.41万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $321.20万 | 0.02% | 14,000 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $319.40万 | 0.02% | 20,638 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $311.30万 | 0.02% | 43,323 | -32,000 | -42.5% | -$229.94万 | 减仓 |
| LYV | LIVE NATION ENTMT INC | $309.80万 | 0.02% | 16,920 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $309.40万 | 0.02% | 9,143 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $309.40万 | 0.02% | 5,400 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $303.80万 | 0.02% | 14,745 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $301.80万 | 0.02% | 7,500 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $300.80万 | 0.02% | 30,000 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $298.30万 | 0.02% | 7,171 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $290.80万 | 0.02% | 15,000 | 9,321 | 164.1% | $180.70万 | 加仓 |
| CHD | CHURCH & DWIGHT INC | $290.60万 | 0.02% | 30,000 | 10,000 | 50.0% | $96.87万 | 加仓 |
| FTV | FORTIVE CORP | $290.20万 | 0.02% | 47,500 | -9,250 | -16.3% | -$56.51万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $288.00万 | 0.02% | 91,114 | -18,448 | -16.8% | -$58.31万 | 减仓 |
| OMC | OMNICOM GROUP INC | $287.50万 | 0.02% | 39,469 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $283.80万 | 0.02% | 32,879 | 13,308 | 68.0% | $114.87万 | 加仓 |
| IEX | IDEX CORP | $283.70万 | 0.02% | 12,500 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $283.70万 | 0.02% | 11,000 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $282.40万 | 0.02% | 44,000 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $279.30万 | 0.02% | 11,102 | 4,554 | 69.5% | $114.57万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $273.70万 | 0.02% | 18,125 | 18,125 | — | $273.70万 | 新建仓 |
| PPG | PPG INDS INC | $272.90万 | 0.02% | 22,500 | -14,000 | -38.4% | -$169.80万 | 减仓 |
| FN | FABRINET | $271.10万 | 0.02% | 4,824 | 4,824 | — | $271.10万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $270.90万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $269.30万 | 0.02% | 8,500 | 643 | 8.2% | $20.37万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $269.00万 | 0.02% | 39,600 | -24,000 | -37.7% | -$163.03万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $268.40万 | 0.02% | 34,000 | 2,556 | 8.1% | $20.18万 | 加仓 |
| WDAY | WORKDAY INC | $267.40万 | 0.02% | 21,843 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC | $267.10万 | 0.02% | 19,500 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $263.30万 | 0.02% | 11,160 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $256.80万 | 0.02% | 25,802 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HLDGS INC | $252.00万 | 0.02% | 9,000 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $250.80万 | 0.02% | 26,359 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $250.40万 | 0.02% | 31,787 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $247.10万 | 0.02% | 32,563 | -24,632 | -43.1% | -$186.92万 | 减仓 |
| ENTG | ENTEGRIS INC | $244.70万 | 0.02% | 13,604 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $239.40万 | 0.02% | 19,000 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $237.20万 | 0.02% | 14,556 | -21,000 | -59.1% | -$342.21万 | 减仓 |
| PSA | PUBLIC STORAGE | $236.60万 | 0.02% | 7,432 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $235.10万 | 0.02% | 10,086 | -16,236 | -61.7% | -$378.45万 | 减仓 |
| TRU | TRANSUNION | $234.50万 | 0.02% | 32,500 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $228.70万 | 0.02% | 9,600 | -2,400 | -20.0% | -$57.17万 | 减仓 |
| SYF | SYNCHRONY FINL | $218.20万 | 0.01% | 28,691 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $217.20万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINL GROUP INC OHIO | $217.00万 | 0.01% | 15,508 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $216.20万 | 0.01% | 10,200 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $212.40万 | 0.01% | 5,096 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $211.10万 | 0.01% | 13,000 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $210.60万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| IREN | IREN LTD | $209.90万 | 0.01% | 45,892 | 5,324 | 13.1% | $24.35万 | 加仓 |
| HPQ | HP INC | $207.30万 | 0.01% | 94,503 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $207.00万 | 0.01% | 23,292 | -5,396 | -18.8% | -$47.96万 | 减仓 |
| GPC | GENUINE PARTS CO | $205.80万 | 0.01% | 17,443 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $203.40万 | 0.01% | 13,381 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $202.40万 | 0.01% | 35,356 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $202.40万 | 0.01% | 46,700 | 46,700 | — | $202.40万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $202.20万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $199.80万 | 0.01% | 51,598 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PPTYS INC | $197.50万 | 0.01% | 30,650 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $196.60万 | 0.01% | 26,000 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $195.20万 | 0.01% | 29,430 | -16,000 | -35.2% | -$106.12万 | 减仓 |
| NVR | NVR INC | $194.20万 | 0.01% | 285 | -345 | -54.8% | -$235.08万 | 减仓 |
| O | REALTY INCOME CORP | $192.10万 | 0.01% | 31,000 | -23,000 | -42.6% | -$142.53万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $191.20万 | 0.01% | 41,385 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC NEW | $188.20万 | 0.01% | 39,897 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $186.60万 | 0.01% | 6,624 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HLDGS INC | $185.30万 | 0.01% | 18,000 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC NEW | $184.10万 | 0.01% | 30,000 | 2,887 | 10.6% | $17.72万 | 加仓 |
| ZS | ZSCALER INC | $182.80万 | 0.01% | 12,952 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $181.80万 | 0.01% | 20,918 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $181.40万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $180.60万 | 0.01% | 16,923 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $179.20万 | 0.01% | 28,000 | 0 | 0.0% | — | 不变 |
| MTD | METTLER-TOLEDO INTL INC | $178.90万 | 0.01% | 1,400 | 1,400 | — | $178.90万 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC | $178.80万 | 0.01% | 17,500 | -500 | -2.8% | -$5.11万 | 减仓 |