Impax Asset Management Group plc
LONDON X0 · SEC CIK 0001749768
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | Oracle Corp | $2,424.41万 | 0.16% | 165,432 | -26,173 | -13.7% | -$383.57万 | 减仓 |
| ABT | Abbott Laboratories | $2,471.38万 | 0.16% | 272,358 | 65,789 | 31.8% | $596.97万 | 加仓 |
| AAMI | Acadian Asset Management Inc | $2,503.20万 | 0.16% | 350,000 | -473,323 | -57.5% | -$3,385.21万 | 减仓 |
| WM | Waste Management Inc | $2,568.85万 | 0.17% | 115,257 | -1,650 | -1.4% | -$36.78万 | 减仓 |
| MRK | Merck & Co Inc | $2,623.89万 | 0.17% | 204,194 | 53,257 | 35.3% | $684.35万 | 加仓 |
| NBIX | Neurocrine Biosciences Inc | $2,696.56万 | 0.18% | 160,000 | 85,000 | 113.3% | $1,432.55万 | 加仓 |
| INTC | Intel Corp | $2,708.51万 | 0.18% | 193,978 | 31,222 | 19.2% | $435.95万 | 加仓 |
| MITK | Mitek Systems Inc | $2,734.71万 | 0.18% | 1,358,524 | -75,000 | -5.2% | -$150.97万 | 减仓 |
| AMD | Advanced Micro Devices Inc | $2,756.30万 | 0.18% | 47,448 | -2,369 | -4.8% | -$137.62万 | 减仓 |
| GOOG | Alphabet Inc | $2,804.31万 | 0.18% | 79,368 | 3,797 | 5.0% | $134.16万 | 加仓 |
| GILD | Gilead Sciences Inc | $2,833.30万 | 0.18% | 224,260 | 13,447 | 6.4% | $169.89万 | 加仓 |
| EBC | Eastern Bankshares Inc | $2,835.60万 | 0.18% | 1,275,000 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corp | $2,879.17万 | 0.19% | 66,443 | -2,633 | -3.8% | -$114.10万 | 减仓 |
| HDB | HDFC Bank Ltd | $3,160.25万 | 0.21% | 1,223,482 | -51,231 | -4.0% | -$132.33万 | 减仓 |
| PTC | PTC Inc | $3,333.10万 | 0.22% | 293,381 | -6,298 | -2.1% | -$71.55万 | 减仓 |
| JNJ | Johnson & Johnson | $3,412.26万 | 0.22% | 134,357 | 17,041 | 14.5% | $432.79万 | 加仓 |
| MELI | MercadoLibre Inc | $3,428.56万 | 0.22% | 20,199 | 461 | 2.3% | $78.25万 | 加仓 |
| MU | Micron Technology Inc | $3,493.92万 | 0.23% | 30,269 | 1,587 | 5.5% | $183.19万 | 加仓 |
| URI | United Rentals Inc | $3,588.07万 | 0.23% | 31,672 | -14,590 | -31.5% | -$1,652.88万 | 减仓 |
| ONON | On Holding AG | $3,658.48万 | 0.24% | 1,032,886 | 360,412 | 53.6% | $1,276.58万 | 加仓 |
| LLY | Eli Lilly & Co | $3,890.59万 | 0.25% | 32,437 | -6,882 | -17.5% | -$825.45万 | 减仓 |
| LGND | Ligand Pharmaceuticals Inc | $4,109.17万 | 0.27% | 130,000 | -22,444 | -14.7% | -$709.43万 | 减仓 |
| TYL | Tyler Technologies Inc | $4,186.04万 | 0.27% | 143,132 | -21,115 | -12.9% | -$617.53万 | 减仓 |
| AAON | AAON Inc | $4,353.39万 | 0.28% | 343,165 | -1,093,123 | -76.1% | -$1.39亿 | 减仓 |
| VCTR | Victory Capital Holdings Inc | $4,413.15万 | 0.29% | 525,000 | -125,000 | -19.2% | -$1,050.75万 | 减仓 |
| MTD | Mettler-Toledo International I | $4,463.18万 | 0.29% | 34,937 | 2,414 | 7.4% | $308.39万 | 加仓 |
| PGR | Progressive Corp/The | $4,474.80万 | 0.29% | 204,843 | -16,585 | -7.5% | -$362.30万 | 减仓 |
| NOW | ServiceNow Inc | $4,685.67万 | 0.30% | 471,965 | 17,569 | 3.9% | $174.43万 | 加仓 |
| BSX | Boston Scientific Corp | $4,947.41万 | 0.32% | 1,159,186 | -200,386 | -14.7% | -$855.25万 | 减仓 |
| BSY | Bentley Systems Inc | $4,953.96万 | 0.32% | 1,657,397 | -20,191 | -1.2% | -$60.35万 | 减仓 |
| TRMB | Trimble Inc | $5,033.32万 | 0.33% | 983,455 | 21,383 | 2.2% | $109.44万 | 加仓 |
| NVT | nVent Electric PLC | $5,146.78万 | 0.33% | 303,448 | -224,417 | -42.5% | -$3,806.34万 | 减仓 |
| AVGO | Broadcom Inc | $5,376.02万 | 0.35% | 142,317 | -27,873 | -16.4% | -$1,052.90万 | 减仓 |
| RGEN | Repligen Corp | $5,410.02万 | 0.35% | 396,513 | -41,955 | -9.6% | -$572.43万 | 减仓 |
| AMZN | Amazon.com Inc | $5,483.23万 | 0.36% | 230,059 | -68,806 | -23.0% | -$1,639.92万 | 减仓 |
| EBAY | eBay Inc | $5,495.75万 | 0.36% | 491,790 | -2,224,045 | -81.9% | -$2.49亿 | 减仓 |
| ORA | Ormat Technologies Inc | $5,586.27万 | 0.36% | 512,972 | -210,105 | -29.1% | -$2,288.04万 | 减仓 |
| MRSH | Marsh & McLennan Cos Inc | $5,664.35万 | 0.37% | 339,854 | 1,910 | 0.6% | $31.83万 | 加仓 |
| ISRG | Intuitive Surgical Inc | $5,702.29万 | 0.37% | 143,389 | 9,113 | 6.8% | $362.41万 | 加仓 |
| GOOGL | Alphabet Inc | $5,849.50万 | 0.38% | 163,682 | -31,251 | -16.0% | -$1,116.82万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $5,937.11万 | 0.39% | 118,420 | 662 | 0.6% | $33.19万 | 加仓 |
| NXT | Nextpower Inc | $6,008.46万 | 0.39% | 504,320 | 328,632 | 187.1% | $3,915.32万 | 加仓 |
| TREX | Trex Co Inc | $6,526.71万 | 0.42% | 1,304,299 | -462,069 | -26.2% | -$2,312.19万 | 减仓 |
| CARR | Carrier Global Corp | $6,736.13万 | 0.44% | 918,354 | -257,903 | -21.9% | -$1,891.72万 | 减仓 |
| GNRC | Generac Holdings Inc | $7,514.73万 | 0.49% | 256,642 | -79,819 | -23.7% | -$2,337.18万 | 减仓 |
| MWA | Mueller Water Products Inc | $7,664.98万 | 0.50% | 2,967,471 | 19,190 | 0.7% | $49.57万 | 加仓 |
| CFG | Citizens Financial Group Inc | $7,749.46万 | 0.50% | 1,105,960 | -168,423 | -13.2% | -$1,180.14万 | 减仓 |
| MPWR | Monolithic Power Systems Inc | $8,767.89万 | 0.57% | 63,427 | -25,029 | -28.3% | -$3,459.91万 | 减仓 |
| LFUS | Littelfuse Inc | $8,982.06万 | 0.58% | 197,265 | -148,440 | -42.9% | -$6,758.91万 | 减仓 |
| SITE | SiteOne Landscape Supply Inc | $9,569.37万 | 0.62% | 836,410 | 11,980 | 1.5% | $137.06万 | 加仓 |
| ADSK | Autodesk Inc | $9,734.96万 | 0.63% | 500,719 | 173,122 | 52.8% | $3,365.83万 | 加仓 |
| TT | Trane Technologies PLC | $9,923.76万 | 0.65% | 202,048 | -26,760 | -11.7% | -$1,314.34万 | 减仓 |
| QXO | QXO Inc | $1.01亿 | 0.66% | 5,861,003 | 1,147,935 | 24.4% | $1,983.63万 | 加仓 |
| NEE | NextEra Energy Inc | $1.03亿 | 0.67% | 1,175,682 | 1,130,384 | 2,495.4% | $9,921.38万 | 加仓 |
| AAPL | Apple Inc | $1.05亿 | 0.68% | 363,014 | -58,321 | -13.8% | -$1,687.58万 | 减仓 |
| TTEK | Tetra Tech Inc | $1.14亿 | 0.74% | 3,931,741 | 101,667 | 2.7% | $293.72万 | 加仓 |
| PNFP | Pinnacle Financial Partners In | $1.15亿 | 0.75% | 1,142,360 | 727,922 | 175.6% | $7,343.28万 | 加仓 |
| UNP | Union Pacific Corp | $1.24亿 | 0.81% | 455,346 | -292,870 | -39.1% | -$7,966.06万 | 减仓 |
| FELE | Franklin Electric Co Inc | $1.26亿 | 0.82% | 1,175,582 | -121,027 | -9.3% | -$1,297.29万 | 减仓 |
| VMI | Valmont Industries Inc | $1.31亿 | 0.85% | 226,080 | -995 | -0.4% | -$57.47万 | 减仓 |
| ZWS | Zurn Elkay Water Solutions Cor | $1.33亿 | 0.87% | 2,633,758 | 24,616 | 0.9% | $124.38万 | 加仓 |
| BMI | Badger Meter Inc | $1.40亿 | 0.91% | 945,694 | 945,694 | — | $1.40亿 | 新建仓 |
| DE | Deere & Co | $1.46亿 | 0.95% | 230,130 | 211,598 | 1,141.8% | $1.34亿 | 加仓 |
| SNPS | Synopsys Inc | $1.49亿 | 0.97% | 332,929 | 17,406 | 5.5% | $776.43万 | 加仓 |
| ACM | AECOM | $1.49亿 | 0.97% | 2,128,339 | 745,672 | 53.9% | $5,204.79万 | 加仓 |
| WAB | Westinghouse Air Brake Technol | $1.51亿 | 0.98% | 558,757 | 240,407 | 75.5% | $6,481.37万 | 加仓 |
| TEL | TE Connectivity PLC | $1.54亿 | 1.00% | 762,712 | 18,359 | 2.5% | $370.14万 | 加仓 |
| PNR | Pentair PLC | $1.60亿 | 1.04% | 2,087,003 | 371,840 | 21.7% | $2,850.53万 | 加仓 |
| CDNS | Cadence Design Systems Inc | $1.60亿 | 1.04% | 426,623 | -166,752 | -28.1% | -$6,258.54万 | 减仓 |
| MA | Mastercard Inc | $1.63亿 | 1.06% | 317,661 | 38,167 | 13.7% | $1,960.26万 | 加仓 |
| MAS | Masco Corp | $1.65亿 | 1.08% | 2,031,735 | -345,426 | -14.5% | -$2,810.73万 | 减仓 |
| ITRI | Itron Inc | $1.67亿 | 1.08% | 1,926,905 | -266,243 | -12.1% | -$2,303.80万 | 减仓 |
| AMAT | Applied Materials Inc | $1.76亿 | 1.14% | 242,832 | -16,770 | -6.5% | -$1,212.47万 | 减仓 |
| AOS | A O Smith Corp | $1.76亿 | 1.15% | 2,813,713 | -1,464,506 | -34.2% | -$9,185.38万 | 减仓 |
| RNR | RenaissanceRe Holdings Ltd | $1.95亿 | 1.27% | 615,422 | -22,292 | -3.5% | -$706.43万 | 减仓 |
| MRVL | Marvell Technology Inc | $1.97亿 | 1.28% | 660,285 | -1,653,911 | -71.5% | -$4.93亿 | 减仓 |
| CNM | Core & Main Inc | $2.03亿 | 1.32% | 4,203,618 | 1,352,251 | 47.4% | $6,524.61万 | 加仓 |
| APH | Amphenol Corp | $2.11亿 | 1.37% | 1,195,285 | 850,769 | 246.9% | $1.50亿 | 加仓 |
| WTS | Watts Water Technologies Inc | $2.13亿 | 1.38% | 543,412 | -44,610 | -7.6% | -$1,746.26万 | 减仓 |
| IEX | IDEX Corp | $2.18亿 | 1.42% | 962,000 | 14,054 | 1.5% | $318.96万 | 加仓 |
| A | Agilent Technologies Inc | $2.22亿 | 1.45% | 1,674,957 | -169,201 | -9.2% | -$2,247.50万 | 减仓 |
| VRT | Vertiv Holdings Co | $2.44亿 | 1.59% | 729,503 | -354,980 | -32.7% | -$1.19亿 | 减仓 |
| APTV | Aptiv PLC | $2.51亿 | 1.63% | 4,087,314 | -504,224 | -11.0% | -$3,094.93万 | 减仓 |
| HUBB | Hubbell Inc | $2.55亿 | 1.66% | 486,855 | -195,906 | -28.7% | -$1.02亿 | 减仓 |
| ECL | Ecolab Inc | $2.75亿 | 1.79% | 988,389 | 129,096 | 15.0% | $3,596.74万 | 加仓 |
| WMS | Advanced Drainage Systems Inc | $2.90亿 | 1.89% | 1,845,942 | -81,568 | -4.2% | -$1,280.29万 | 减仓 |
| SBS | Cia de Saneamento Basico do Es | $3.02亿 | 1.97% | 52,324,409 | 18,612,609 | 55.2% | $1.08亿 | 加仓 |
| WCN | Waste Connections Inc | $3.30亿 | 2.15% | 1,979,027 | -138,398 | -6.5% | -$2,306.96万 | 减仓 |
| CTAS | Cintas Corp | $4.10亿 | 2.67% | 2,413,313 | 909,746 | 60.5% | $1.55亿 | 加仓 |
| VLTO | Veralto Corp | $4.60亿 | 2.99% | 5,186,589 | 1,810,492 | 53.6% | $1.61亿 | 加仓 |
| AWK | American Water Works Co Inc | $4.72亿 | 3.07% | 3,583,592 | 766,367 | 27.2% | $1.01亿 | 加仓 |
| MSFT | Microsoft Corp | $5.04亿 | 3.28% | 1,350,648 | 161,761 | 13.6% | $6,034.01万 | 加仓 |
| XYL | Xylem Inc/NY | $5.28亿 | 3.44% | 4,468,984 | -116,564 | -2.5% | -$1,377.90万 | 减仓 |
| LIN | Linde PLC | $7.37亿 | 4.79% | 1,419,343 | -292,437 | -17.1% | -$1.52亿 | 减仓 |
| NVDA | NVIDIA Corp | $7.45亿 | 4.85% | 3,722,756 | 81,671 | 2.2% | $1,634.15万 | 加仓 |
| KLAC | KLA Corp | $7.49亿 | 4.87% | 2,482,564 | -1,155,326 | -31.8% | -$3.49亿 | 减仓 |