13F 机构持仓

Impax Asset Management Group plc

LONDON X0 · SEC CIK 0001749768

2026Q22026Q1 更早 9 个季度 🔒
$153.71亿2026Q2 申报市值
284持仓数
34.1%前十大占比 · 第一大 4.9%
9 / 12新建仓 / 清仓
申报市值走势$153.71亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

KLAC 4.9%
NVDA 4.8%
LIN 4.8%
XYL 3.4%
MSFT 3.3%
AWK 3.1%
VLTO 3.0%
CTAS 2.7%
WCN 2.1%
SBS 2.0%

2026Q2 买入最多 按季末市值估算

VLTO 加仓+$1.61亿
CTAS 加仓+$1.55亿
APH 加仓+$1.50亿
BMI 新建仓+$1.40亿
DE 加仓+$1.34亿

2026Q2 卖出最多 按季末市值估算

MRVL 减仓-$4.93亿
KLAC 减仓-$3.49亿
EBAY 减仓-$2.49亿
LIN 减仓-$1.52亿
AAON 减仓-$1.39亿

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
— Impax Global Infrastructure ET $00.00%0 -2,755,857-100.0% -$7,067.53万 清仓
CHE Chemed Corp $00.00%0 -176,426-100.0% -$6,664.32万 清仓
— Sealed Air Corp $00.00%0 -144,781-100.0% -$608.80万 清仓
RVTY Revvity Inc $00.00%0 -62,822-100.0% -$550.38万 清仓
BIIB Biogen Inc $00.00%0 -28,728-100.0% -$526.67万 清仓
WGS GeneDx Holdings Corp $00.00%0 -60,000-100.0% -$385.32万 清仓
PBH Prestige Consumer Healthcare I $00.00%0 -65,000-100.0% -$385.25万 清仓
VITL Vital Farms Inc $00.00%0 -238,915-100.0% -$337.35万 清仓
GIS General Mills Inc $00.00%0 -66,766-100.0% -$248.50万 清仓
WCC WESCO International Inc $00.00%0 -7,899-100.0% -$216.13万 清仓
FIS Fidelity National Information $00.00%0 -35,504-100.0% -$166.55万 清仓
PODD Insulet Corp $00.00%0 -6,929-100.0% -$145.40万 清仓
GRAB Grab Holdings Ltd $4.90万0.00%13,007 7726.3% $2,910 加仓
VTI VANGUARD TTL STK MKT ETF $36.31万0.00%981 13015.3% $4.81万 加仓
GEHC GE HealthCare Technologies Inc $127.07万0.01%19,852 00.0% — 不变
RMD ResMed Inc $137.99万0.01%7,081 00.0% — 不变
WMT Walmart Inc $142.54万0.01%12,585 00.0% — 不变
SCCO Southern Copper Corp $148.28万0.01%8,509 841.0% $1.46万 加仓
GM General Motors Co $157.82万0.01%20,475 00.0% — 不变
BR Broadridge Financial Solutions $159.14万0.01%11,620 5054.5% $6.92万 加仓
PYPL PayPal Holdings Inc $165.31万0.01%38,283 00.0% — 不变
SYK Stryker Corp $168.50万0.01%5,352 00.0% — 不变
ED Consolidated Edison Inc $168.58万0.01%15,238 00.0% — 不变
BLK Blackrock Inc $170.97万0.01%1,778 774.5% $7.40万 加仓
LNC Lincoln National Corp $173.06万0.01%48,957 2,1314.6% $7.53万 加仓
USB US Bancorp $173.31万0.01%28,694 00.0% — 不变
SBAC SBA Communications Corp $176.21万0.01%9,986 4344.5% $7.66万 加仓
WEC WEC Energy Group Inc $178.62万0.01%15,297 6654.5% $7.77万 加仓
BFAM Bright Horizons Family Solutio $180.09万0.01%25,408 -26,825-51.4% -$190.14万 减仓
VRSK Verisk Analytics Inc $182.42万0.01%10,161 4424.5% $7.94万 加仓
IBM International Business Machine $182.48万0.01%6,489 00.0% — 不变
SYF Synchrony Financial $182.55万0.01%24,004 1,0444.5% $7.94万 加仓
TRV Travelers Cos Inc/The $182.99万0.01%5,543 00.0% — 不变
COR Cencora Inc $186.71万0.01%6,598 2874.5% $8.12万 加仓
GEN Gen Digital Inc $189.92万0.01%76,303 00.0% — 不变
CBRE CBRE Group Inc $197.56万0.01%14,668 6384.5% $8.59万 加仓
VMC Vulcan Materials Co $198.36万0.01%6,724 6,724— $198.36万 新建仓
OC Owens Corning $199.97万0.01%12,580 00.0% — 不变
MCO Moody's Corp $200.24万0.01%4,421 1924.5% $8.70万 加仓
VRTX Vertex Pharmaceuticals Inc $205.35万0.01%4,134 00.0% — 不变
REG Regency Centers Corp $214.34万0.01%26,880 1,1704.6% $9.33万 加仓
BAC Bank of America Corp $215.61万0.01%37,840 1,6474.6% $9.38万 加仓
CLX Clorox Co/The $219.55万0.01%23,004 1,0014.5% $9.55万 加仓
CRH CRH PLC $225.73万0.01%21,096 9184.5% $9.82万 加仓
RF Regions Financial Corp $229.26万0.01%75,914 3,3044.6% $9.98万 加仓
UNM Unum Group $234.02万0.02%26,177 1,1394.5% $10.18万 加仓
AXTA Axalta Coating Systems Ltd $234.34万0.02%68,480 2,9804.5% $10.20万 加仓
SWK Stanley Black & Decker Inc $235.88万0.02%25,062 1,0904.5% $10.26万 加仓
PNC PNC Financial Services Group I $240.16万0.02%9,754 -8,685-47.1% -$213.84万 减仓
ALB Albemarle Corp $247.44万0.02%18,325 7974.5% $10.76万 加仓
PFG Principal Financial Group Inc $249.18万0.02%23,119 1,0064.5% $10.84万 加仓
WY Weyerhaeuser Co $251.29万0.02%104,967 4,5694.6% $10.94万 加仓
LOW Lowe's Cos Inc $252.55万0.02%11,454 4984.5% $10.98万 加仓
BWA BorgWarner Inc $255.30万0.02%38,449 1,6734.5% $11.11万 加仓
ALL Allstate Corp/The $258.85万0.02%10,879 4734.5% $11.25万 加仓
CNC Centene Corp $260.77万0.02%40,624 1,7684.6% $11.35万 加仓
LULU Lululemon Athletica Inc $281.59万0.02%24,662 -9,271-27.3% -$105.86万 减仓
LPLA LPL Financial Holdings Inc $285.71万0.02%10,143 4414.5% $12.42万 加仓
NTAP NetApp Inc $291.24万0.02%18,819 8194.5% $12.67万 加仓
TROW T Rowe Price Group Inc $300.79万0.02%26,457 1,1514.5% $13.09万 加仓
FITB Fifth Third Bancorp $309.53万0.02%54,911 2,3904.6% $13.47万 加仓
EW Edwards Lifesciences Corp $312.39万0.02%34,534 1,5034.6% $13.60万 加仓
ROK Rockwell Automation Inc $331.21万0.02%6,690 2914.5% $14.41万 加仓
EGHT 8x8 Inc $342.00万0.02%2,000,000 00.0% — 不变
DECK Deckers Outdoor Corp $348.34万0.02%35,083 00.0% — 不变
AMT American Tower Corp $353.69万0.02%21,623 -54,603-71.6% -$893.14万 减仓
WELL Welltower Inc $364.99万0.02%16,081 -1,108-6.4% -$25.15万 减仓
DLR Digital Realty Trust Inc $381.48万0.02%21,243 -1,915-8.3% -$34.39万 减仓
M Macy's Inc $398.84万0.03%169,357 7,3714.6% $17.36万 加仓
WTW Willis Towers Watson PLC $406.27万0.03%15,544 -359-2.3% -$9.38万 减仓
HD Home Depot Inc/The $426.39万0.03%12,090 5264.5% $18.55万 加仓
AEP American Electric Power Co Inc $432.07万0.03%31,582 1,3744.5% $18.80万 加仓
— TechTarget Inc $446.00万0.03%1,238,887 00.0% — 不变
FCX Freeport-McMoRan Inc $455.77万0.03%72,471 72,471— $455.77万 新建仓
PANW Palo Alto Networks Inc $464.91万0.03%13,633 5934.5% $20.22万 加仓
LII Lennox International Inc $500.30万0.03%8,732 3804.5% $21.77万 加仓
IDXX IDEXX Laboratories Inc $538.76万0.04%10,234 4454.5% $23.43万 加仓
CME CME Group Inc $542.18万0.04%24,552 -12,917-34.5% -$285.25万 减仓
WFC Wells Fargo & Co $542.66万0.04%65,665 43,658198.4% $360.79万 加仓
COLM Columbia Sportswear Co $559.56万0.04%90,515 00.0% — 不变
PRU Prudential Financial Inc $574.46万0.04%53,225 -1,234-2.3% -$13.32万 减仓
DIS Walt Disney Co/The $578.22万0.04%60,075 -1,392-2.3% -$13.40万 减仓
BMY Bristol-Myers Squibb Co $584.13万0.04%101,377 -2,350-2.3% -$13.54万 减仓
PLD Prologis Inc $592.59万0.04%43,743 1,9044.6% $25.79万 加仓
MSA MSA Safety Inc $611.03万0.04%35,000 00.0% — 不变
DASH DoorDash Inc $613.19万0.04%33,230 -22,747-40.6% -$419.75万 减仓
INTU Intuit Inc $625.25万0.04%23,956 1,3425.9% $35.03万 加仓
TGT Target Corp $629.50万0.04%48,197 -2,832-5.5% -$36.99万 减仓
BBY Best Buy Co Inc $632.18万0.04%83,313 -1,291-1.5% -$9.80万 减仓
T AT&T Inc $636.68万0.04%307,574 13,3884.6% $27.71万 加仓
MET MetLife Inc $641.93万0.04%75,869 3,3024.6% $27.94万 加仓
WSM Williams-Sonoma Inc $650.02万0.04%27,886 -1,696-5.7% -$39.53万 减仓
STX Seagate Technology Holdings PL $651.95万0.04%6,756 -7,202-51.6% -$694.99万 减仓
OTIS Otis Worldwide Corp $652.73万0.04%91,163 1,2961.4% $9.28万 加仓
AMGN Amgen Inc $662.28万0.04%18,289 7964.6% $28.82万 加仓
CAH Cardinal Health Inc $664.69万0.04%27,980 -648-2.3% -$15.39万 减仓
NFLX Netflix Inc $674.21万0.04%94,427 -31,485-25.0% -$224.80万 减仓
MMSI Merit Medical Systems Inc $676.47万0.04%97,558 -2,442-2.4% -$16.93万 减仓
LEA Lear Corp $677.26万0.04%50,519 27,395118.5% $367.26万 加仓
MAR Marriott International Inc/MD $679.44万0.04%18,334 -424-2.3% -$15.71万 减仓