Triodos Investment Management BV
DRIEBERGEN-RIJSENBURG P7 · SEC CIK 0001748729
$16.42亿2026Q2 申报市值
50持仓数
46.3%前十大占比 · 第一大 6.2%
2 / 1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
SW 新建仓+$2,712.29万
FSLR 加仓+$1,029.09万
VLTO 加仓+$904.54万
SFM 加仓+$887.99万
MA 加仓+$878.26万
2026Q2 卖出最多 按季末市值估算
KLAC 减仓-$4,803.98万
TSM 减仓-$625.62万
HOLOGIC INC 清仓-$474.01万
NVDA 减仓-$207.75万
BFAM 减仓-$152.39万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $1.02亿 | 6.24% | 340,010 | -159,500 | -31.9% | -$4,803.98万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9,893.01万 | 6.02% | 207,153 | -13,100 | -5.9% | -$625.62万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $9,717.32万 | 5.92% | 285,300 | 2,800 | 1.0% | $95.37万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $8,292.37万 | 5.05% | 528,311 | -8,400 | -1.6% | -$131.85万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $7,682.17万 | 4.68% | 384,570 | -10,400 | -2.6% | -$207.75万 | 减仓 |
| FSLR | FIRST SOLAR INC | $7,573.79万 | 4.61% | 321,250 | 43,650 | 15.7% | $1,029.09万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $6,084.31万 | 3.71% | 118,464 | 17,100 | 16.9% | $878.26万 | 加仓 |
| EBAY | EBAY INC | $5,883.62万 | 3.58% | 526,498 | -11,700 | -2.2% | -$130.75万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $5,658.16万 | 3.45% | 1,035,914 | 102,000 | 10.9% | $557.12万 | 加仓 |
| GEN | GEN DIGITAL INC | $5,048.70万 | 3.07% | 2,030,038 | 260,500 | 14.7% | $647.86万 | 加仓 |
| DE | DEERE & CO | $4,697.21万 | 2.86% | 74,050 | -1,450 | -1.9% | -$91.98万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $4,567.75万 | 2.78% | 504,000 | -14,000 | -2.7% | -$126.88万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $4,462.92万 | 2.72% | 493,358 | -8,500 | -1.7% | -$76.89万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $4,110.23万 | 2.50% | 105,000 | 19,000 | 22.1% | $743.75万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $4,063.32万 | 2.47% | 277,095 | 22,000 | 8.6% | $322.61万 | 加仓 |
| CSL | CARLISLE COS INC | $3,872.36万 | 2.36% | 106,750 | 17,000 | 18.9% | $616.68万 | 加仓 |
| LLY | ELI LILLY & CO | $3,844.17万 | 2.34% | 32,050 | 6,970 | 27.8% | $836.00万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,545.63万 | 2.16% | 89,187 | 8,800 | 10.9% | $349.84万 | 加仓 |
| VLTO | VERALTO CORP | $3,516.16万 | 2.14% | 396,500 | 102,000 | 34.6% | $904.54万 | 加仓 |
| AYI | ACUITY INC | $3,502.94万 | 2.13% | 93,000 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $3,465.03万 | 2.11% | 293,224 | -4,700 | -1.6% | -$55.54万 | 减仓 |
| T | AT&T INC | $3,457.45万 | 2.11% | 1,670,265 | 380,000 | 29.5% | $786.60万 | 加仓 |
| XYL | XYLEM INC | $2,783.85万 | 1.70% | 235,500 | -3,000 | -1.3% | -$35.46万 | 减仓 |
| RMD | RESMED INC | $2,767.30万 | 1.69% | 142,000 | 22,900 | 19.2% | $446.28万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $2,712.29万 | 1.65% | 586,314 | 586,314 | — | $2,712.29万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $2,694.07万 | 1.64% | 1,043,000 | 35,000 | 3.5% | $90.41万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $2,635.88万 | 1.61% | 675,000 | 125,000 | 22.7% | $488.12万 | 加仓 |
| OC | OWENS CORNING NEW | $2,479.78万 | 1.51% | 156,000 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $2,398.45万 | 1.46% | 493,000 | 79,000 | 19.1% | $384.33万 | 加仓 |
| GNTX | GENTEX CORP | $2,377.91万 | 1.45% | 941,000 | 140,000 | 17.5% | $353.78万 | 加仓 |
| MSA | MSA SAFETY INC | $2,374.29万 | 1.45% | 136,000 | 14,000 | 11.5% | $244.41万 | 加仓 |
| COO | COOPER COS INC | $2,147.71万 | 1.31% | 299,500 | 51,250 | 20.6% | $367.51万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $2,053.43万 | 1.25% | 78,000 | 9,000 | 13.0% | $236.93万 | 加仓 |
| ALLE | ALLEGION PLC | $2,037.11万 | 1.24% | 145,000 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS MASTER ISSUER | $1,930.29万 | 1.18% | 370,000 | 0 | 0.0% | — | 不变 |
| STRA | STRATEGIC ED INC | $1,684.76万 | 1.03% | 220,000 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $1,666.03万 | 1.01% | 197,000 | 105,000 | 114.1% | $887.99万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1,394.10万 | 0.85% | 161,000 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $1,112.85万 | 0.68% | 75,000 | 10,000 | 15.4% | $148.38万 | 加仓 |
| INGR | INGREDION INC | $748.21万 | 0.46% | 79,000 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $505.30万 | 0.31% | 100,000 | 13,000 | 14.9% | $65.69万 | 加仓 |
| RVTY | REVVITY INC | $431.13万 | 0.26% | 38,750 | 1,250 | 3.3% | $13.91万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $367.63万 | 0.22% | 33,500 | 5,500 | 19.6% | $60.36万 | 加仓 |
| LRN | STRIDE INC | $344.96万 | 0.21% | 40,000 | 7,500 | 23.1% | $64.68万 | 加仓 |
| KIDS | ORTHOPEDIATRICS CORP | $315.15万 | 0.19% | 165,000 | 18,000 | 12.2% | $34.38万 | 加仓 |
| LIF | LIFE360 INC | $287.61万 | 0.18% | 52,000 | 10,000 | 23.8% | $55.31万 | 加仓 |
| BLKB | BLACKBAUD INC | $272.14万 | 0.17% | 92,000 | 26,000 | 39.4% | $76.91万 | 加仓 |
| MH | MCGRAW HILL INC | $208.34万 | 0.13% | 220,000 | 220,000 | — | $208.34万 | 新建仓 |
| DUOL | DUOLINGO INC | $184.13万 | 0.11% | 16,000 | 5,000 | 45.5% | $57.54万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $120.50万 | 0.07% | 17,000 | -21,500 | -55.8% | -$152.39万 | 减仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -62,750 | -100.0% | -$474.01万 | 清仓 |