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 |
|---|---|---|---|---|---|---|---|---|
| — | Pinnacle Financial Partners In | $0 | 0.00% | 0 | -421,413 | -100.0% | -$4,129.85万 | 清仓 |
| GPK | Graphic Packaging Holding Co | $0 | 0.00% | 0 | -949,588 | -100.0% | -$1,430.08万 | 清仓 |
| TRS | TriMas Corp | $0 | 0.00% | 0 | -230,000 | -100.0% | -$815.35万 | 清仓 |
| CIEN | Ciena Corp | $0 | 0.00% | 0 | -31,239 | -100.0% | -$730.59万 | 清仓 |
| WSC | WillScot Holdings Corp | $0 | 0.00% | 0 | -275,000 | -100.0% | -$517.83万 | 清仓 |
| HPQ | HP Inc | $0 | 0.00% | 0 | -215,598 | -100.0% | -$480.35万 | 清仓 |
| HHH | Howard Hughes Holdings Inc | $0 | 0.00% | 0 | -55,707 | -100.0% | -$444.37万 | 清仓 |
| VC | Visteon Corp | $0 | 0.00% | 0 | -40,000 | -100.0% | -$380.40万 | 清仓 |
| IFF | International Flavors & Fragra | $0 | 0.00% | 0 | -51,197 | -100.0% | -$345.02万 | 清仓 |
| ANET | Arista Networks Inc | $0 | 0.00% | 0 | -11,930 | -100.0% | -$156.32万 | 清仓 |
| MSI | Motorola Solutions Inc | $0 | 0.00% | 0 | -3,776 | -100.0% | -$144.74万 | 清仓 |
| CPB | Campbell's Company/The | $0 | 0.00% | 0 | -46,337 | -100.0% | -$129.14万 | 清仓 |
| LECO | Lincoln Electric Holdings Inc | $0 | 0.00% | 0 | -5,372 | -100.0% | -$128.73万 | 清仓 |
| DUOL | Duolingo Inc | $0 | 0.00% | 0 | -7,128 | -100.0% | -$125.10万 | 清仓 |
| CMCSA | Comcast Corp | $0 | 0.00% | 0 | -41,028 | -100.0% | -$122.63万 | 清仓 |
| TKR | Timken Co/The | $0 | 0.00% | 0 | -14,134 | -100.0% | -$118.91万 | 清仓 |
| ITT | ITT Inc | $0 | 0.00% | 0 | -6,597 | -100.0% | -$114.46万 | 清仓 |
| MCK | McKesson Corp | $0 | 0.00% | 0 | -1,336 | -100.0% | -$109.59万 | 清仓 |
| PINS | Pinterest Inc | $0 | 0.00% | 0 | -41,243 | -100.0% | -$106.78万 | 清仓 |
| SHW | Sherwin-Williams Co/The | $0 | 0.00% | 0 | -3,284 | -100.0% | -$106.41万 | 清仓 |
| FTNT | Fortinet Inc | $0 | 0.00% | 0 | -13,327 | -100.0% | -$105.83万 | 清仓 |
| GRAB | Grab Holdings Ltd | $4.48万 | 0.00% | 12,235 | 12,235 | — | $4.48万 | 新建仓 |
| VTI | VANGUARD TTL STK MKT ETF | $27.29万 | 0.00% | 851 | 851 | — | $27.29万 | 新建仓 |
| CNC | Centene Corp | $127.21万 | 0.01% | 38,856 | 38,856 | — | $127.21万 | 新建仓 |
| OC | Owens Corning | $136.14万 | 0.01% | 12,580 | 12,580 | — | $136.14万 | 新建仓 |
| GEHC | GE HealthCare Technologies Inc | $141.31万 | 0.01% | 19,852 | 19,852 | — | $141.31万 | 新建仓 |
| GEN | Gen Digital Inc | $143.68万 | 0.01% | 76,303 | 37,330 | 95.8% | $70.29万 | 加仓 |
| SCCO | Southern Copper Corp | $144.96万 | 0.01% | 8,425 | 8,425 | — | $144.96万 | 新建仓 |
| PODD | Insulet Corp | $145.40万 | 0.01% | 6,929 | -2,738 | -28.3% | -$57.45万 | 减仓 |
| USB | US Bancorp | $149.24万 | 0.01% | 28,694 | 28,694 | — | $149.24万 | 新建仓 |
| GM | General Motors Co | $152.54万 | 0.01% | 20,475 | 20,475 | — | $152.54万 | 新建仓 |
| SYF | Synchrony Financial | $156.17万 | 0.01% | 22,960 | 22,960 | — | $156.17万 | 新建仓 |
| WMT | Walmart Inc | $156.41万 | 0.01% | 12,585 | 12,585 | — | $156.41万 | 新建仓 |
| IBM | International Business Machine | $157.29万 | 0.01% | 6,489 | 6,489 | — | $157.29万 | 新建仓 |
| RMD | ResMed Inc | $158.95万 | 0.01% | 7,081 | 3,212 | 83.0% | $72.10万 | 加仓 |
| TRV | Travelers Cos Inc/The | $161.68万 | 0.01% | 5,543 | 5,543 | — | $161.68万 | 新建仓 |
| BLK | Blackrock Inc | $163.59万 | 0.01% | 1,701 | 761 | 81.0% | $73.19万 | 加仓 |
| SBAC | SBA Communications Corp | $164.40万 | 0.01% | 9,552 | 4,180 | 77.8% | $71.94万 | 加仓 |
| LNC | Lincoln National Corp | $166.23万 | 0.01% | 46,826 | 20,731 | 79.4% | $73.60万 | 加仓 |
| FIS | Fidelity National Information | $166.55万 | 0.01% | 35,504 | 35,504 | — | $166.55万 | 新建仓 |
| WEC | WEC Energy Group Inc | $169.39万 | 0.01% | 14,632 | 14,632 | — | $169.39万 | 新建仓 |
| SWK | Stanley Black & Decker Inc | $170.34万 | 0.01% | 23,972 | 9,030 | 60.4% | $64.17万 | 加仓 |
| IT | Gartner Inc | $170.55万 | 0.01% | 10,771 | 10,771 | — | $170.55万 | 新建仓 |
| ED | Consolidated Edison Inc | $172.46万 | 0.01% | 15,238 | 15,238 | — | $172.46万 | 新建仓 |
| NDAQ | Nasdaq Inc | $173.09万 | 0.01% | 20,390 | 20,390 | — | $173.09万 | 新建仓 |
| PYPL | PayPal Holdings Inc | $173.15万 | 0.01% | 38,283 | -4,526 | -10.6% | -$20.47万 | 减仓 |
| WFC | Wells Fargo & Co | $175.20万 | 0.01% | 22,007 | 9,379 | 74.3% | $74.67万 | 加仓 |
| SYK | Stryker Corp | $175.86万 | 0.01% | 5,352 | -632 | -10.6% | -$20.77万 | 减仓 |
| BAC | Bank of America Corp | $176.44万 | 0.01% | 36,193 | 15,676 | 76.4% | $76.42万 | 加仓 |
| BR | Broadridge Financial Solutions | $180.60万 | 0.01% | 11,115 | 4,712 | 73.6% | $76.56万 | 加仓 |
| AXTA | Axalta Coating Systems Ltd | $181.44万 | 0.01% | 65,500 | 23,828 | 57.2% | $66.00万 | 加仓 |
| UNM | Unum Group | $182.85万 | 0.01% | 25,038 | 11,209 | 81.1% | $81.86万 | 加仓 |
| NTAP | NetApp Inc | $184.30万 | 0.01% | 18,000 | 8,105 | 81.9% | $82.99万 | 加仓 |
| VRSK | Verisk Analytics Inc | $184.42万 | 0.01% | 9,719 | 4,559 | 88.4% | $86.51万 | 加仓 |
| MCO | Moody's Corp | $184.49万 | 0.01% | 4,229 | 1,849 | 77.7% | $80.66万 | 加仓 |
| VRTX | Vertex Pharmaceuticals Inc | $184.60万 | 0.01% | 4,134 | -488 | -10.6% | -$21.79万 | 减仓 |
| RF | Regions Financial Corp | $189.66万 | 0.01% | 72,610 | 27,588 | 61.3% | $72.06万 | 加仓 |
| CBRE | CBRE Group Inc | $190.05万 | 0.01% | 14,030 | 5,653 | 67.5% | $76.58万 | 加仓 |
| REG | Regency Centers Corp | $194.52万 | 0.01% | 25,710 | 10,814 | 72.6% | $81.82万 | 加仓 |
| COR | Cencora Inc | $198.25万 | 0.01% | 6,311 | 2,303 | 57.5% | $72.35万 | 加仓 |
| PFG | Principal Financial Group Inc | $199.26万 | 0.01% | 22,113 | 8,663 | 64.4% | $78.06万 | 加仓 |
| BWA | BorgWarner Inc | $199.55万 | 0.01% | 36,776 | 0 | 0.0% | — | 不变 |
| PANW | Palo Alto Networks Inc | $209.06万 | 0.01% | 13,040 | -58,698 | -81.8% | -$941.05万 | 减仓 |
| CRH | CRH PLC | $212.11万 | 0.01% | 20,178 | 6,641 | 49.1% | $69.81万 | 加仓 |
| ALL | Allstate Corp/The | $215.76万 | 0.02% | 10,406 | 4,028 | 63.2% | $83.52万 | 加仓 |
| WCC | WESCO International Inc | $216.13万 | 0.02% | 7,899 | 2,782 | 54.4% | $76.12万 | 加仓 |
| CLX | Clorox Co/The | $228.02万 | 0.02% | 22,003 | 6,631 | 43.1% | $68.72万 | 加仓 |
| TROW | T Rowe Price Group Inc | $228.11万 | 0.02% | 25,306 | 25,306 | — | $228.11万 | 新建仓 |
| ROK | Rockwell Automation Inc | $229.65万 | 0.02% | 6,399 | -88 | -1.4% | -$3.16万 | 减仓 |
| FITB | Fifth Third Bancorp | $244.01万 | 0.02% | 52,521 | 15,418 | 41.6% | $71.63万 | 加仓 |
| WY | Weyerhaeuser Co | $245.27万 | 0.02% | 100,398 | 32,617 | 48.1% | $79.68万 | 加仓 |
| GIS | General Mills Inc | $248.50万 | 0.02% | 66,766 | -69,480 | -51.0% | -$258.60万 | 减仓 |
| LOW | Lowe's Cos Inc | $258.87万 | 0.02% | 10,956 | 4,670 | 74.3% | $110.34万 | 加仓 |
| EW | Edwards Lifesciences Corp | $264.51万 | 0.02% | 33,031 | 10,399 | 45.9% | $83.28万 | 加仓 |
| LEA | Lear Corp | $279.99万 | 0.02% | 23,124 | 5,860 | 33.9% | $70.95万 | 加仓 |
| LPLA | LPL Financial Holdings Inc | $291.87万 | 0.02% | 9,702 | -134 | -1.4% | -$4.03万 | 减仓 |
| M | Macy's Inc | $293.03万 | 0.02% | 161,986 | 34,303 | 26.9% | $62.05万 | 加仓 |
| ALB | Albemarle Corp | $314.68万 | 0.02% | 17,528 | 4,627 | 35.9% | $83.07万 | 加仓 |
| EGHT | 8x8 Inc | $332.00万 | 0.02% | 2,000,000 | 0 | 0.0% | — | 不变 |
| VITL | Vital Farms Inc | $337.35万 | 0.02% | 238,915 | 0 | 0.0% | — | 不变 |
| WELL | Welltower Inc | $339.84万 | 0.02% | 17,189 | 641 | 3.9% | $12.67万 | 加仓 |
| — | Health Catalyst Inc | $349.25万 | 0.02% | 2,750,000 | 0 | 0.0% | — | 不变 |
| DECK | Deckers Outdoor Corp | $351.15万 | 0.02% | 35,083 | 4,891 | 16.2% | $48.95万 | 加仓 |
| HD | Home Depot Inc/The | $380.33万 | 0.03% | 11,564 | -160 | -1.4% | -$5.26万 | 减仓 |
| PNC | PNC Financial Services Group I | $383.70万 | 0.03% | 18,439 | 2,490 | 15.6% | $51.81万 | 加仓 |
| PBH | Prestige Consumer Healthcare I | $385.25万 | 0.03% | 65,000 | -65,000 | -50.0% | -$385.25万 | 减仓 |
| WGS | GeneDx Holdings Corp | $385.32万 | 0.03% | 60,000 | 0 | 0.0% | — | 不变 |
| LII | Lennox International Inc | $387.64万 | 0.03% | 8,352 | -115 | -1.4% | -$5.34万 | 减仓 |
| AEP | American Electric Power Co Inc | $395.97万 | 0.03% | 30,208 | 30,208 | — | $395.97万 | 新建仓 |
| DLR | Digital Realty Trust Inc | $417.33万 | 0.03% | 23,158 | 871 | 3.9% | $15.70万 | 加仓 |
| NEE | NextEra Energy Inc | $420.73万 | 0.03% | 45,298 | 1,710 | 3.9% | $15.88万 | 加仓 |
| BFAM | Bright Horizons Family Solutio | $428.99万 | 0.03% | 52,233 | 15,805 | 43.4% | $129.81万 | 加仓 |
| WTW | Willis Towers Watson PLC | $462.30万 | 0.03% | 15,903 | -1,880 | -10.6% | -$54.65万 | 减仓 |
| — | TechTarget Inc | $480.69万 | 0.03% | 1,238,887 | 0 | 0.0% | — | 不变 |
| COLM | Columbia Sportswear Co | $496.11万 | 0.03% | 90,515 | 0 | 0.0% | — | 不变 |
| MET | MetLife Inc | $513.19万 | 0.04% | 72,567 | 9,356 | 14.8% | $66.17万 | 加仓 |
| LULU | Lululemon Athletica Inc | $519.51万 | 0.04% | 33,933 | 6,003 | 21.5% | $91.91万 | 加仓 |
| BIIB | Biogen Inc | $526.67万 | 0.04% | 28,728 | -3,396 | -10.6% | -$62.26万 | 减仓 |
| PRU | Prudential Financial Inc | $532.01万 | 0.04% | 54,459 | -6,439 | -10.6% | -$62.90万 | 减仓 |
| WSM | Williams-Sonoma Inc | $539.37万 | 0.04% | 29,582 | -3,497 | -10.6% | -$63.76万 | 减仓 |