IFM Investors Pty Ltd
MELBOURNE C3 · SEC CIK 0001698246
$151.13亿2026Q2 申报市值
641持仓数
34.6%前十大占比 · 第一大 7.0%
12 / 60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
AAPL 加仓+$9,674.40万
AMZN 加仓+$6,238.74万
MSFT 加仓+$6,113.95万
NVDA 加仓+$5,560.22万
GOOGL 加仓+$4,696.13万
2026Q2 卖出最多 按季末市值估算
LINDE PLC 清仓-$4,703.97万
ALLE 减仓-$4,640.22万
AER 减仓-$1,305.97万
DD 减仓-$1,218.16万
HON 减仓-$755.55万
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 |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | $2,720.62万 | 0.18% | 52,804 | 5,885 | 12.5% | $303.21万 | 加仓 |
| CSX | CSX CORP | $2,656.78万 | 0.18% | 558,970 | 36,442 | 7.0% | $173.21万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,641.07万 | 0.17% | 53,772 | 5,416 | 11.2% | $266.01万 | 加仓 |
| SBUX | STARBUCKS CORP | $2,573.66万 | 0.17% | 251,850 | 27,083 | 12.0% | $276.76万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,525.68万 | 0.17% | 80,221 | 8,715 | 12.2% | $274.38万 | 加仓 |
| MDT | MEDTRONIC PLC | $2,485.52万 | 0.16% | 317,720 | 21,521 | 7.3% | $168.36万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $2,459.60万 | 0.16% | 170,085 | 15,613 | 10.1% | $225.78万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2,456.76万 | 0.16% | 136,806 | 9,409 | 7.4% | $168.97万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $2,445.07万 | 0.16% | 90,942 | 13,908 | 18.1% | $373.93万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $2,438.74万 | 0.16% | 99,047 | 5,676 | 6.1% | $139.75万 | 加仓 |
| PWR | QUANTA SVCS INC | $2,413.21万 | 0.16% | 33,515 | 3,869 | 13.1% | $278.58万 | 加仓 |
| NOW | SERVICENOW INC | $2,398.17万 | 0.16% | 241,556 | 7,000 | 3.0% | $69.50万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2,397.66万 | 0.16% | 63,883 | 5,122 | 8.7% | $192.24万 | 加仓 |
| NEM | NEWMONT CORP | $2,331.37万 | 0.15% | 249,611 | 25,269 | 11.3% | $236.01万 | 加仓 |
| USB | US BANCORP | $2,282.14万 | 0.15% | 377,838 | 20,443 | 5.7% | $123.48万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $2,223.52万 | 0.15% | 135,937 | 15,087 | 12.5% | $246.78万 | 加仓 |
| CMI | CUMMINS INC | $2,212.38万 | 0.15% | 31,020 | 4,122 | 15.3% | $293.99万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2,203.00万 | 0.15% | 161,026 | 13,243 | 9.0% | $181.18万 | 加仓 |
| O | REALTY INCOME CORP | $2,196.21万 | 0.15% | 354,456 | 25,500 | 7.8% | $158.00万 | 加仓 |
| FTNT | FORTINET INC | $2,161.20万 | 0.14% | 140,685 | 6,142 | 4.6% | $94.35万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $2,065.38万 | 0.14% | 841,295 | 52,099 | 6.6% | $127.90万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2,018.76万 | 0.13% | 138,167 | -2,191 | -1.6% | -$32.01万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,016.76万 | 0.13% | 90,054 | 9,474 | 11.8% | $212.17万 | 加仓 |
| MO | ALTRIA GROUP INC | $2,007.71万 | 0.13% | 279,042 | 22,289 | 8.7% | $160.37万 | 加仓 |
| MCK | MCKESSON CORP | $2,001.43万 | 0.13% | 26,488 | 2,646 | 11.1% | $199.93万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1,996.31万 | 0.13% | 317,429 | 40,893 | 14.8% | $257.18万 | 加仓 |
| MMM | 3M CO | $1,989.81万 | 0.13% | 122,896 | 9,695 | 8.6% | $156.97万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,984.51万 | 0.13% | 51,315 | 2,382 | 4.9% | $92.12万 | 加仓 |
| ADBE | ADOBE INC | $1,941.48万 | 0.13% | 94,697 | 6,435 | 7.3% | $131.93万 | 重新持有 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,939.93万 | 0.13% | 113,539 | 113,539 | — | $1,939.93万 | 新建仓 |
| PSA | PUBLIC STORAGE | $1,922.91万 | 0.13% | 60,410 | 2,962 | 5.2% | $94.28万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,914.94万 | 0.13% | 114,168 | 13,287 | 13.2% | $222.86万 | 加仓 |
| SNOW | SNOWFLAKE INC | $1,894.68万 | 0.13% | 74,447 | 11,222 | 17.7% | $285.60万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1,887.71万 | 0.12% | 50,938 | 4,897 | 10.6% | $181.48万 | 加仓 |
| BX | BLACKSTONE INC | $1,885.44万 | 0.12% | 160,231 | 16,764 | 11.7% | $197.26万 | 加仓 |
| SNPS | SYNOPSYS INC | $1,880.32万 | 0.12% | 42,153 | 2,896 | 7.4% | $129.18万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,878.50万 | 0.12% | 84,283 | 8,808 | 11.7% | $196.31万 | 加仓 |
| BE | BLOOM ENERGY CORP | $1,868.96万 | 0.12% | 61,743 | 15,193 | 32.6% | $459.89万 | 加仓 |
| CME | CME GROUP INC | $1,855.44万 | 0.12% | 84,021 | 10,865 | 14.9% | $239.93万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,843.52万 | 0.12% | 53,541 | 5,996 | 12.6% | $206.45万 | 加仓 |
| ETN | EATON CORP PLC | $1,841.09万 | 0.12% | 43,206 | 2,423 | 5.9% | $103.25万 | 加仓 |
| DDOG | DATADOG INC | $1,829.73万 | 0.12% | 70,277 | 11,228 | 19.0% | $292.33万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,797.54万 | 0.12% | 56,610 | 3,426 | 6.4% | $108.79万 | 加仓 |
| MELI | MERCADOLIBRE INC | $1,787.18万 | 0.12% | 10,529 | 1,050 | 11.1% | $178.23万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,783.60万 | 0.12% | 143,330 | 10,799 | 8.1% | $134.38万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,777.19万 | 0.12% | 106,629 | 8,744 | 8.9% | $145.74万 | 加仓 |
| NET | CLOUDFLARE INC | $1,767.51万 | 0.12% | 72,061 | 8,097 | 12.7% | $198.60万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1,748.81万 | 0.12% | 55,590 | 4,636 | 9.1% | $145.84万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,743.07万 | 0.12% | 189,279 | 21,170 | 12.6% | $194.95万 | 加仓 |
| OKE | ONEOK INC NEW | $1,740.25万 | 0.12% | 200,167 | 10,821 | 5.7% | $94.08万 | 加仓 |
| TER | TERADYNE INC | $1,730.55万 | 0.11% | 35,767 | 4,417 | 14.1% | $213.71万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,720.70万 | 0.11% | 538,224 | 31,974 | 6.3% | $102.22万 | 加仓 |
| INTU | INTUIT | $1,720.28万 | 0.11% | 65,911 | 5,178 | 8.5% | $135.15万 | 加仓 |
| BA | BOEING CO | $1,716.50万 | 0.11% | 79,295 | 6,241 | 8.5% | $135.10万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1,715.42万 | 0.11% | 296,581 | 37,035 | 14.3% | $214.21万 | 加仓 |
| CI | THE CIGNA GROUP | $1,714.18万 | 0.11% | 62,180 | 3,010 | 5.1% | $82.98万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,710.10万 | 0.11% | 51,749 | 5,541 | 12.0% | $183.11万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1,707.95万 | 0.11% | 170,318 | 21,329 | 14.3% | $213.89万 | 加仓 |
| ECL | ECOLAB INC | $1,707.18万 | 0.11% | 61,275 | 7,889 | 14.8% | $219.80万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,699.02万 | 0.11% | 76,851 | 76,851 | — | $1,699.02万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,691.35万 | 0.11% | 68,098 | 5,524 | 8.8% | $137.20万 | 加仓 |
| URI | UNITED RENTALS INC | $1,681.78万 | 0.11% | 14,845 | 859 | 6.1% | $97.32万 | 加仓 |
| FIX | COMFORT SYS USA INC | $1,671.77万 | 0.11% | 8,435 | 1,048 | 14.2% | $207.71万 | 加仓 |
| COHR | COHERENT CORP | $1,665.45万 | 0.11% | 42,220 | 11,507 | 37.5% | $453.92万 | 加仓 |
| EOG | EOG RES INC | $1,657.33万 | 0.11% | 127,752 | -2,195 | -1.7% | -$28.48万 | 减仓 |
| VTR | VENTAS INC | $1,641.02万 | 0.11% | 184,800 | 16,280 | 9.7% | $144.57万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1,639.81万 | 0.11% | 58,350 | 5,565 | 10.5% | $156.39万 | 加仓 |
| CIEN | CIENA CORP | $1,633.66万 | 0.11% | 33,302 | 1,918 | 6.1% | $94.09万 | 加仓 |
| CRH | CRH PLC | $1,632.87万 | 0.11% | 152,605 | 18,573 | 13.9% | $198.73万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1,632.64万 | 0.11% | 60,363 | 5,241 | 9.5% | $141.75万 | 加仓 |
| SLB | SLB LIMITED | $1,626.68万 | 0.11% | 349,899 | 3,895 | 1.1% | $18.11万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,619.13万 | 0.11% | 38,988 | 3,868 | 11.0% | $160.63万 | 加仓 |
| SRE | SEMPRA | $1,611.00万 | 0.11% | 173,768 | 9,376 | 5.7% | $86.92万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,609.88万 | 0.11% | 149,756 | 15,624 | 11.6% | $167.96万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,602.05万 | 0.11% | 174,744 | 18,516 | 11.9% | $169.75万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $1,573.81万 | 0.10% | 47,674 | 3,159 | 7.1% | $104.28万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,564.31万 | 0.10% | 366,521 | 34,182 | 10.3% | $145.89万 | 加仓 |
| ROST | ROSS STORES INC | $1,559.72万 | 0.10% | 73,278 | 8,626 | 13.3% | $183.60万 | 加仓 |
| TFC | TRUIST FINL CORP | $1,553.31万 | 0.10% | 311,784 | 28,466 | 10.0% | $141.82万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,550.91万 | 0.10% | 161,351 | 12,704 | 8.5% | $122.11万 | 加仓 |
| FDX | FEDEX CORP | $1,550.56万 | 0.10% | 49,518 | 6,172 | 14.2% | $193.26万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,538.81万 | 0.10% | 124,995 | 12,673 | 11.3% | $156.02万 | 加仓 |
| VICI | VICI PPTYS INC | $1,538.65万 | 0.10% | 579,529 | 56,167 | 10.7% | $149.12万 | 加仓 |
| AON | AON PLC | $1,536.95万 | 0.10% | 46,337 | 5,510 | 13.5% | $182.76万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,534.78万 | 0.10% | 33,428 | 467 | 1.4% | $21.44万 | 加仓 |
| D | DOMINION ENERGY INC | $1,533.88万 | 0.10% | 224,612 | 15,381 | 7.4% | $105.04万 | 加仓 |
| DASH | DOORDASH INC | $1,531.06万 | 0.10% | 82,971 | 5,959 | 7.7% | $109.96万 | 加仓 |
| GM | GENERAL MTRS CO | $1,515.87万 | 0.10% | 196,662 | 13,392 | 7.3% | $103.23万 | 加仓 |
| EXC | EXELON CORP | $1,513.87万 | 0.10% | 324,726 | -13,294 | -3.9% | -$61.98万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,504.85万 | 0.10% | 24,134 | 3,102 | 14.7% | $193.42万 | 加仓 |
| MCO | MOODYS CORP | $1,485.67万 | 0.10% | 32,802 | 1,790 | 5.8% | $81.07万 | 加仓 |
| TRGP | TARGA RES CORP | $1,476.75万 | 0.10% | 55,074 | 6,137 | 12.5% | $164.56万 | 加仓 |
| ALAB | ASTERA LABS INC | $1,476.21万 | 0.10% | 30,562 | 4,367 | 16.7% | $210.93万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,473.15万 | 0.10% | 326,568 | -38,426 | -10.5% | -$173.34万 | 减仓 |
| ABNB | AIRBNB INC | $1,456.29万 | 0.10% | 101,767 | 13,738 | 15.6% | $196.59万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,447.75万 | 0.10% | 10,473 | 904 | 9.4% | $124.97万 | 加仓 |
| IRM | IRON MTN INC DEL | $1,438.19万 | 0.10% | 113,862 | 8,261 | 7.8% | $104.34万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,435.91万 | 0.10% | 48,977 | 1,663 | 3.5% | $48.76万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,429.69万 | 0.09% | 54,895 | 3,716 | 7.3% | $96.78万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1,428.83万 | 0.09% | 59,781 | 2,647 | 4.6% | $63.27万 | 加仓 |