Impax Asset Management Group plc
LONDON X0 · SEC CIK 0001749768
$143.46亿2026Q1 申报市值
287持仓数
32.7%前十大占比 · 第一大 5.9%
29 / 21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
WCN 加仓+$2.66亿
KLAC 加仓+$2.23亿
NVDA 加仓+$1.06亿
ITRI 加仓+$7,511.00万
Impax Global Inf 新建仓+$7,067.53万
2026Q1 卖出最多 按季末市值估算
WM 减仓-$2.05亿
AMAT 减仓-$2.03亿
MSFT 减仓-$1.49亿
IEX 减仓-$1.44亿
PNR 减仓-$1.39亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PCRX | Pacira BioSciences Inc | $1,695.06万 | 0.12% | 750,027 | 0 | 0.0% | — | 不变 |
| CL | Colgate-Palmolive Co | $1,775.02万 | 0.12% | 208,262 | -118,517 | -36.3% | -$1,010.12万 | 减仓 |
| SIBN | SI-BONE Inc | $1,799.79万 | 0.13% | 1,425,010 | 225,000 | 18.7% | $284.17万 | 加仓 |
| MRK | Merck & Co Inc | $1,815.62万 | 0.13% | 150,937 | 42,387 | 39.0% | $509.87万 | 加仓 |
| — | Arcosa Inc | $1,820.30万 | 0.13% | 171,500 | 15,000 | 9.6% | $159.21万 | 加仓 |
| DOLE | Dole PLC | $1,920.76万 | 0.13% | 1,344,132 | -240,342 | -15.2% | -$343.45万 | 减仓 |
| MITK | Mitek Systems Inc | $1,935.26万 | 0.13% | 1,433,524 | 138,524 | 10.7% | $187.01万 | 加仓 |
| UBER | Uber Technologies Inc | $1,940.38万 | 0.14% | 269,760 | -5,200 | -1.9% | -$37.40万 | 减仓 |
| C | Citigroup Inc | $1,959.54万 | 0.14% | 172,784 | 34,809 | 25.2% | $394.77万 | 加仓 |
| ADC | Agree Realty Corp | $1,959.88万 | 0.14% | 260,000 | 60,000 | 30.0% | $452.28万 | 加仓 |
| MKC | McCormick & Co Inc/MD | $1,964.10万 | 0.14% | 389,393 | -86,377 | -18.2% | -$435.69万 | 减仓 |
| GEV | GE Vernova Inc | $2,089.48万 | 0.15% | 23,937 | 9,800 | 69.3% | $855.45万 | 加仓 |
| NXT | Nextpower Inc | $2,117.92万 | 0.15% | 175,688 | 175,688 | — | $2,117.92万 | 新建仓 |
| ABT | Abbott Laboratories | $2,120.84万 | 0.15% | 206,569 | 78,379 | 61.1% | $804.72万 | 加仓 |
| GOOG | Alphabet Inc | $2,167.83万 | 0.15% | 75,571 | 10,941 | 16.9% | $313.85万 | 加仓 |
| ONON | On Holding AG | $2,287.76万 | 0.16% | 672,474 | 580,265 | 629.3% | $1,974.06万 | 加仓 |
| TSM | Taiwan Semiconductor Manufactu | $2,323.26万 | 0.16% | 68,746 | -27,022 | -28.2% | -$913.21万 | 减仓 |
| EBC | Eastern Bankshares Inc | $2,493.90万 | 0.17% | 1,275,000 | 0 | 0.0% | — | 不变 |
| WM | Waste Management Inc | $2,686.41万 | 0.19% | 116,907 | -892,173 | -88.4% | -$2.05亿 | 减仓 |
| TSLA | Tesla Inc | $2,713.14万 | 0.19% | 72,983 | 16,227 | 28.6% | $603.24万 | 加仓 |
| ORCL | Oracle Corp | $2,818.70万 | 0.20% | 191,605 | 20,851 | 12.2% | $306.74万 | 加仓 |
| JNJ | Johnson & Johnson | $2,867.67万 | 0.20% | 117,316 | 8,919 | 8.2% | $218.02万 | 加仓 |
| GILD | Gilead Sciences Inc | $2,938.10万 | 0.20% | 210,813 | -85,752 | -28.9% | -$1,195.13万 | 减仓 |
| LGND | Ligand Pharmaceuticals Inc | $3,043.54万 | 0.21% | 152,444 | -12,764 | -7.7% | -$254.83万 | 减仓 |
| HDB | HDFC Bank Ltd | $3,171.49万 | 0.22% | 1,274,713 | -420,732 | -24.8% | -$1,046.78万 | 减仓 |
| URI | United Rentals Inc | $3,370.46万 | 0.23% | 46,262 | -1,489 | -3.1% | -$108.48万 | 减仓 |
| MELI | MercadoLibre Inc | $3,412.74万 | 0.24% | 19,738 | 17,276 | 701.7% | $2,987.05万 | 加仓 |
| CLH | Clean Harbors Inc | $3,526.38万 | 0.25% | 122,986 | -25,619 | -17.2% | -$734.57万 | 减仓 |
| PNFP | Pinnacle Financial Partners In | $3,569.97万 | 0.25% | 414,438 | 414,438 | — | $3,569.97万 | 新建仓 |
| LLY | Eli Lilly & Co | $3,616.44万 | 0.25% | 39,319 | -6,412 | -14.0% | -$589.76万 | 减仓 |
| MTD | Mettler-Toledo International I | $4,101.80万 | 0.29% | 32,523 | 1,287 | 4.1% | $162.32万 | 加仓 |
| VCTR | Victory Capital Holdings Inc | $4,256.20万 | 0.30% | 650,000 | 0 | 0.0% | — | 不变 |
| PTC | PTC Inc | $4,270.13万 | 0.30% | 299,679 | -279,638 | -48.3% | -$3,984.56万 | 减仓 |
| APH | Amphenol Corp | $4,352.96万 | 0.30% | 344,516 | -638,284 | -64.9% | -$8,064.73万 | 减仓 |
| PGR | Progressive Corp/The | $4,389.59万 | 0.31% | 221,428 | 7,898 | 3.7% | $156.57万 | 加仓 |
| AAMI | Acadian Asset Management Inc | $4,480.52万 | 0.31% | 823,323 | -22,128 | -2.6% | -$120.42万 | 减仓 |
| NOW | ServiceNow Inc | $4,750.71万 | 0.33% | 454,396 | -139,814 | -23.5% | -$1,461.76万 | 减仓 |
| DAR | Darling Ingredients Inc | $4,764.55万 | 0.33% | 770,339 | -377,057 | -32.9% | -$2,332.10万 | 减仓 |
| RGEN | Repligen Corp | $5,166.03万 | 0.36% | 438,468 | 25,084 | 6.1% | $295.54万 | 加仓 |
| AVGO | Broadcom Inc | $5,267.55万 | 0.37% | 170,190 | 49,254 | 40.7% | $1,524.46万 | 加仓 |
| GOOGL | Alphabet Inc | $5,605.49万 | 0.39% | 194,933 | -51,678 | -21.0% | -$1,486.05万 | 减仓 |
| TYL | Tyler Technologies Inc | $5,623.49万 | 0.39% | 164,247 | -70,889 | -30.1% | -$2,427.10万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $5,788.16万 | 0.40% | 117,758 | -31,374 | -21.0% | -$1,542.13万 | 减仓 |
| MRSH | Marsh & McLennan Cos Inc | $5,861.64万 | 0.41% | 337,944 | -89,680 | -21.0% | -$1,555.50万 | 减仓 |
| BSY | Bentley Systems Inc | $5,891.69万 | 0.41% | 1,677,588 | -501,082 | -23.0% | -$1,759.80万 | 减仓 |
| ISRG | Intuitive Surgical Inc | $6,189.99万 | 0.43% | 134,276 | -65,249 | -32.7% | -$3,007.91万 | 减仓 |
| AMZN | Amazon.com Inc | $6,224.46万 | 0.43% | 298,865 | -88,568 | -22.9% | -$1,844.61万 | 减仓 |
| NVT | nVent Electric PLC | $6,243.59万 | 0.44% | 527,865 | -25,403 | -4.6% | -$300.47万 | 减仓 |
| TRMB | Trimble Inc | $6,275.60万 | 0.44% | 962,072 | -568,682 | -37.2% | -$3,709.51万 | 减仓 |
| DHR | Danaher Corp | $6,328.35万 | 0.44% | 333,774 | -120,614 | -26.5% | -$2,286.84万 | 减仓 |
| TREX | Trex Co Inc | $6,433.11万 | 0.45% | 1,766,368 | -17,447 | -1.0% | -$63.54万 | 减仓 |
| GNRC | Generac Holdings Inc | $6,572.09万 | 0.46% | 336,461 | -123,781 | -26.9% | -$2,417.81万 | 减仓 |
| CARR | Carrier Global Corp | $6,623.50万 | 0.46% | 1,176,257 | -2,372,654 | -66.9% | -$1.34亿 | 减仓 |
| CHE | Chemed Corp | $6,664.32万 | 0.46% | 176,426 | -67,816 | -27.8% | -$2,561.68万 | 减仓 |
| CFR | Cullen/Frost Bankers Inc | $6,758.59万 | 0.47% | 493,040 | -422,891 | -46.2% | -$5,796.99万 | 减仓 |
| — | Impax Global Infrastructure ET | $7,067.53万 | 0.49% | 2,755,857 | 2,755,857 | — | $7,067.53万 | 新建仓 |
| CFG | Citizens Financial Group Inc | $7,642.47万 | 0.53% | 1,274,383 | -455,204 | -26.3% | -$2,729.86万 | 减仓 |
| ADSK | Autodesk Inc | $7,842.68万 | 0.55% | 327,597 | -22,360 | -6.4% | -$535.30万 | 减仓 |
| WAB | Westinghouse Air Brake Technol | $7,955.88万 | 0.55% | 318,350 | 111,961 | 54.2% | $2,798.02万 | 加仓 |
| ORA | Ormat Technologies Inc | $8,092.68万 | 0.56% | 723,077 | 46,336 | 6.8% | $518.59万 | 加仓 |
| MWA | Mueller Water Products Inc | $8,104.82万 | 0.56% | 2,948,281 | -416,476 | -12.4% | -$1,144.89万 | 减仓 |
| BSX | Boston Scientific Corp | $8,531.31万 | 0.59% | 1,359,572 | -364,355 | -21.1% | -$2,286.33万 | 减仓 |
| AMAT | Applied Materials Inc | $8,872.93万 | 0.62% | 259,602 | -594,927 | -69.6% | -$2.03亿 | 减仓 |
| VMI | Valmont Industries Inc | $9,073.24万 | 0.63% | 227,075 | -33,663 | -12.9% | -$1,345.07万 | 减仓 |
| QXO | QXO Inc | $9,152.78万 | 0.64% | 4,713,068 | 3,456,283 | 275.0% | $6,712.10万 | 加仓 |
| WAT | Waters Corp | $9,368.32万 | 0.65% | 314,584 | 82,335 | 35.5% | $2,451.94万 | 加仓 |
| TT | Trane Technologies PLC | $9,535.34万 | 0.66% | 228,808 | -23,907 | -9.5% | -$996.30万 | 减仓 |
| MPWR | Monolithic Power Systems Inc | $9,671.34万 | 0.67% | 88,456 | -17,782 | -16.7% | -$1,944.19万 | 减仓 |
| AAPL | Apple Inc | $1.07亿 | 0.75% | 421,335 | 53,098 | 14.4% | $1,347.57万 | 加仓 |
| SITE | SiteOne Landscape Supply Inc | $1.10亿 | 0.76% | 824,430 | -91,487 | -10.0% | -$1,217.78万 | 减仓 |
| TTEK | Tetra Tech Inc | $1.15亿 | 0.80% | 3,830,074 | 621,884 | 19.4% | $1,873.11万 | 加仓 |
| ZWS | Zurn Elkay Water Solutions Cor | $1.17亿 | 0.82% | 2,609,142 | -312,742 | -10.7% | -$1,402.34万 | 减仓 |
| ACM | AECOM | $1.17亿 | 0.82% | 1,382,667 | -9,425 | -0.7% | -$79.94万 | 减仓 |
| LFUS | Littelfuse Inc | $1.17亿 | 0.82% | 345,705 | -108,298 | -23.9% | -$3,675.09万 | 减仓 |
| AAON | AAON Inc | $1.19亿 | 0.83% | 1,436,288 | 32,640 | 2.3% | $270.10万 | 加仓 |
| FELE | Franklin Electric Co Inc | $1.20亿 | 0.83% | 1,296,609 | 175,418 | 15.6% | $1,616.83万 | 加仓 |
| SNPS | Synopsys Inc | $1.25亿 | 0.87% | 315,523 | -127,240 | -28.7% | -$5,044.82万 | 减仓 |
| MA | Mastercard Inc | $1.40亿 | 0.97% | 279,494 | -52,956 | -15.9% | -$2,646.00万 | 减仓 |
| CNM | Core & Main Inc | $1.41亿 | 0.98% | 2,851,367 | -21,228 | -0.7% | -$104.87万 | 减仓 |
| MAS | Masco Corp | $1.44亿 | 1.00% | 2,377,161 | -333,602 | -12.3% | -$2,013.96万 | 减仓 |
| PNR | Pentair PLC | $1.49亿 | 1.04% | 1,715,163 | -1,595,996 | -48.2% | -$1.39亿 | 减仓 |
| ZTS | Zoetis Inc | $1.55亿 | 1.08% | 1,311,067 | -266,297 | -16.9% | -$3,147.90万 | 减仓 |
| TEL | TE Connectivity PLC | $1.56亿 | 1.08% | 744,353 | -20,642 | -2.7% | -$431.46万 | 减仓 |
| CDNS | Cadence Design Systems Inc | $1.65亿 | 1.15% | 593,375 | 54,830 | 10.2% | $1,523.56万 | 加仓 |
| WTS | Watts Water Technologies Inc | $1.71亿 | 1.19% | 588,022 | -59,851 | -9.2% | -$1,737.41万 | 减仓 |
| IEX | IDEX Corp | $1.80亿 | 1.25% | 947,946 | -760,870 | -44.5% | -$1.44亿 | 减仓 |
| UNP | Union Pacific Corp | $1.82亿 | 1.27% | 748,216 | 58,860 | 8.5% | $1,428.06万 | 加仓 |
| RNR | RenaissanceRe Holdings Ltd | $1.90亿 | 1.32% | 637,714 | -332,154 | -34.2% | -$9,872.62万 | 减仓 |
| ITRI | Itron Inc | $1.97亿 | 1.37% | 2,193,148 | 838,000 | 61.8% | $7,511.00万 | 加仓 |
| SBS | Cia de Saneamento Basico do Es | $2.06亿 | 1.43% | 6,742,360 | -494,117 | -6.8% | -$1,507.55万 | 减仓 |
| A | Agilent Technologies Inc | $2.10亿 | 1.47% | 1,844,158 | -751,439 | -29.0% | -$8,564.91万 | 减仓 |
| ECL | Ecolab Inc | $2.29亿 | 1.59% | 859,293 | 133,861 | 18.5% | $3,560.97万 | 加仓 |
| MRVL | Marvell Technology Inc | $2.29亿 | 1.60% | 2,314,196 | -828,358 | -26.4% | -$8,204.89万 | 减仓 |
| EBAY | eBay Inc | $2.47亿 | 1.72% | 2,715,835 | -418,898 | -13.4% | -$3,812.81万 | 减仓 |
| CTAS | Cintas Corp | $2.54亿 | 1.77% | 1,503,567 | 157,305 | 11.7% | $2,660.66万 | 加仓 |
| WMS | Advanced Drainage Systems Inc | $2.64亿 | 1.84% | 1,927,510 | -139,213 | -6.7% | -$1,909.03万 | 减仓 |
| VRT | Vertiv Holdings Co | $2.72亿 | 1.89% | 1,084,483 | -122,545 | -10.2% | -$3,070.73万 | 减仓 |
| AOS | A O Smith Corp | $2.82亿 | 1.97% | 4,278,219 | -371,325 | -8.0% | -$2,448.52万 | 减仓 |
| VLTO | Veralto Corp | $2.99亿 | 2.08% | 3,376,097 | 230,727 | 7.3% | $2,040.09万 | 加仓 |
| APTV | Aptiv PLC | $3.19亿 | 2.22% | 4,591,538 | 322,002 | 7.5% | $2,235.98万 | 加仓 |