Triodos Investment Management BV
DRIEBERGEN-RIJSENBURG P7 · SEC CIK 0001748729
$13.22亿2026Q1 申报市值
49持仓数
44.6%前十大占比 · 第一大 5.6%
1 / 3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
PANW 加仓+$1,008.35万
VLTO 加仓+$959.36万
SFM 新建仓+$709.60万
PLNT 加仓+$699.17万
T 加仓+$692.86万
2026Q1 卖出最多 按季末市值估算
ADBE 清仓-$3,015.26万
ELV 清仓-$2,838.53万
KLAC 减仓-$1,132.85万
ARE 清仓-$1,117.03万
TSM 减仓-$716.45万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $7,443.45万 | 5.63% | 220,253 | -21,200 | -8.8% | -$716.45万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $7,359.92万 | 5.57% | 536,711 | -1,300 | -0.2% | -$17.83万 | 减仓 |
| KLAC | KLA CORP | $7,348.94万 | 5.56% | 49,951 | -7,700 | -13.4% | -$1,132.85万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,884.33万 | 5.21% | 394,970 | -3,000 | -0.8% | -$52.29万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $5,776.26万 | 4.37% | 933,914 | 1,000 | 0.1% | $6.19万 | 加仓 |
| FSLR | FIRST SOLAR INC | $5,473.16万 | 4.14% | 277,600 | 28,200 | 11.3% | $555.99万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $5,064.75万 | 3.83% | 101,364 | -1,000 | -1.0% | -$49.97万 | 减仓 |
| EBAY | EBAY INC | $4,899.22万 | 3.70% | 538,198 | -6,000 | -1.1% | -$54.62万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4,528.76万 | 3.42% | 282,500 | 62,900 | 28.6% | $1,008.35万 | 加仓 |
| DE | DEERE & CO | $4,252.91万 | 3.22% | 75,500 | -350 | -0.5% | -$19.72万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $4,018.88万 | 3.04% | 501,858 | -3,000 | -0.6% | -$24.02万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $3,878.27万 | 2.93% | 518,000 | -89,000 | -14.7% | -$666.34万 | 减仓 |
| T | AT&T INC | $3,740.48万 | 2.83% | 1,290,265 | 239,000 | 22.7% | $692.86万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,706.97万 | 2.80% | 80,387 | -500 | -0.6% | -$23.06万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $3,684.59万 | 2.79% | 255,095 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $3,420.76万 | 2.59% | 297,924 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $3,328.50万 | 2.52% | 1,769,538 | 344,500 | 24.2% | $648.00万 | 加仓 |
| CSL | CARLISLE COS INC | $2,994.24万 | 2.26% | 89,750 | -1,000 | -1.1% | -$33.36万 | 减仓 |
| XYL | XYLEM INC | $2,850.07万 | 2.16% | 238,500 | -2,000 | -0.8% | -$23.90万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $2,770.99万 | 2.10% | 1,008,000 | -82,000 | -7.5% | -$225.42万 | 减仓 |
| PLNT | PLANET FITNESS INC | $2,752.06万 | 2.08% | 370,000 | 94,000 | 34.1% | $699.17万 | 加仓 |
| RMD | RESMED INC | $2,673.56万 | 2.02% | 119,100 | -1,500 | -1.2% | -$33.67万 | 减仓 |
| AYI | ACUITY INC | $2,606.05万 | 1.97% | 93,000 | 20,000 | 27.4% | $560.44万 | 加仓 |
| VLTO | VERALTO CORP | $2,603.97万 | 1.97% | 294,500 | 108,500 | 58.3% | $959.36万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $2,496.49万 | 1.89% | 86,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $2,306.78万 | 1.74% | 25,080 | 2,600 | 11.6% | $239.14万 | 加仓 |
| ALLE | ALLEGION PLC | $2,106.70万 | 1.59% | 145,000 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $2,021.25万 | 1.53% | 550,000 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $2,000.19万 | 1.51% | 122,000 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $1,877.08万 | 1.42% | 414,000 | 0 | 0.0% | — | 不变 |
| STRA | STRATEGIC ED INC | $1,822.26万 | 1.38% | 220,000 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $1,774.24万 | 1.34% | 248,250 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $1,750.18万 | 1.32% | 801,000 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $1,688.23万 | 1.28% | 156,000 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $1,473.31万 | 1.11% | 161,000 | -24,000 | -13.0% | -$219.62万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1,442.72万 | 1.09% | 69,000 | 15,000 | 27.8% | $313.63万 | 加仓 |
| BMI | BADGER METER INC | $990.27万 | 0.75% | 65,000 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $890.01万 | 0.67% | 79,000 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $709.60万 | 0.54% | 92,000 | 92,000 | — | $709.60万 | 新建仓 |
| — | HOLOGIC INC | $474.01万 | 0.36% | 62,750 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $390.11万 | 0.29% | 87,000 | 4,000 | 4.8% | $17.94万 | 加仓 |
| RVTY | REVVITY INC | $328.54万 | 0.25% | 37,500 | 1,000 | 2.7% | $8.76万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $316.20万 | 0.24% | 38,500 | 7,500 | 24.2% | $61.60万 | 加仓 |
| LRN | STRIDE INC | $286.55万 | 0.22% | 32,500 | 11,500 | 54.8% | $101.40万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $270.12万 | 0.20% | 28,000 | 2,000 | 7.7% | $19.29万 | 加仓 |
| BLKB | BLACKBAUD INC | $254.83万 | 0.19% | 66,000 | 7,000 | 11.9% | $27.03万 | 加仓 |
| KIDS | ORTHOPEDIATRICS CORP | $233.00万 | 0.18% | 147,000 | 0 | 0.0% | — | 不变 |
| LIF | LIFE360 INC | $171.44万 | 0.13% | 42,000 | 10,500 | 33.3% | $42.86万 | 加仓 |
| DUOL | DUOLINGO INC | $108.42万 | 0.08% | 11,000 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -85,537 | -100.0% | -$3,015.26万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -81,380 | -100.0% | -$2,838.53万 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | 0.00% | 0 | -225,800 | -100.0% | -$1,117.03万 | 清仓 |