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 |
|---|---|---|---|---|---|---|---|---|
| — | Impax Global Infrastructure ET | $0 | 0.00% | 0 | -2,755,857 | -100.0% | -$7,067.53万 | 清仓 |
| CHE | Chemed Corp | $0 | 0.00% | 0 | -176,426 | -100.0% | -$6,664.32万 | 清仓 |
| — | Sealed Air Corp | $0 | 0.00% | 0 | -144,781 | -100.0% | -$608.80万 | 清仓 |
| RVTY | Revvity Inc | $0 | 0.00% | 0 | -62,822 | -100.0% | -$550.38万 | 清仓 |
| BIIB | Biogen Inc | $0 | 0.00% | 0 | -28,728 | -100.0% | -$526.67万 | 清仓 |
| WGS | GeneDx Holdings Corp | $0 | 0.00% | 0 | -60,000 | -100.0% | -$385.32万 | 清仓 |
| PBH | Prestige Consumer Healthcare I | $0 | 0.00% | 0 | -65,000 | -100.0% | -$385.25万 | 清仓 |
| VITL | Vital Farms Inc | $0 | 0.00% | 0 | -238,915 | -100.0% | -$337.35万 | 清仓 |
| GIS | General Mills Inc | $0 | 0.00% | 0 | -66,766 | -100.0% | -$248.50万 | 清仓 |
| WCC | WESCO International Inc | $0 | 0.00% | 0 | -7,899 | -100.0% | -$216.13万 | 清仓 |
| FIS | Fidelity National Information | $0 | 0.00% | 0 | -35,504 | -100.0% | -$166.55万 | 清仓 |
| PODD | Insulet Corp | $0 | 0.00% | 0 | -6,929 | -100.0% | -$145.40万 | 清仓 |
| GRAB | Grab Holdings Ltd | $4.90万 | 0.00% | 13,007 | 772 | 6.3% | $2,910 | 加仓 |
| VTI | VANGUARD TTL STK MKT ETF | $36.31万 | 0.00% | 981 | 130 | 15.3% | $4.81万 | 加仓 |
| GEHC | GE HealthCare Technologies Inc | $127.07万 | 0.01% | 19,852 | 0 | 0.0% | — | 不变 |
| RMD | ResMed Inc | $137.99万 | 0.01% | 7,081 | 0 | 0.0% | — | 不变 |
| WMT | Walmart Inc | $142.54万 | 0.01% | 12,585 | 0 | 0.0% | — | 不变 |
| SCCO | Southern Copper Corp | $148.28万 | 0.01% | 8,509 | 84 | 1.0% | $1.46万 | 加仓 |
| GM | General Motors Co | $157.82万 | 0.01% | 20,475 | 0 | 0.0% | — | 不变 |
| BR | Broadridge Financial Solutions | $159.14万 | 0.01% | 11,620 | 505 | 4.5% | $6.92万 | 加仓 |
| PYPL | PayPal Holdings Inc | $165.31万 | 0.01% | 38,283 | 0 | 0.0% | — | 不变 |
| SYK | Stryker Corp | $168.50万 | 0.01% | 5,352 | 0 | 0.0% | — | 不变 |
| ED | Consolidated Edison Inc | $168.58万 | 0.01% | 15,238 | 0 | 0.0% | — | 不变 |
| BLK | Blackrock Inc | $170.97万 | 0.01% | 1,778 | 77 | 4.5% | $7.40万 | 加仓 |
| LNC | Lincoln National Corp | $173.06万 | 0.01% | 48,957 | 2,131 | 4.6% | $7.53万 | 加仓 |
| USB | US Bancorp | $173.31万 | 0.01% | 28,694 | 0 | 0.0% | — | 不变 |
| SBAC | SBA Communications Corp | $176.21万 | 0.01% | 9,986 | 434 | 4.5% | $7.66万 | 加仓 |
| WEC | WEC Energy Group Inc | $178.62万 | 0.01% | 15,297 | 665 | 4.5% | $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 | 442 | 4.5% | $7.94万 | 加仓 |
| IBM | International Business Machine | $182.48万 | 0.01% | 6,489 | 0 | 0.0% | — | 不变 |
| SYF | Synchrony Financial | $182.55万 | 0.01% | 24,004 | 1,044 | 4.5% | $7.94万 | 加仓 |
| TRV | Travelers Cos Inc/The | $182.99万 | 0.01% | 5,543 | 0 | 0.0% | — | 不变 |
| COR | Cencora Inc | $186.71万 | 0.01% | 6,598 | 287 | 4.5% | $8.12万 | 加仓 |
| GEN | Gen Digital Inc | $189.92万 | 0.01% | 76,303 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE Group Inc | $197.56万 | 0.01% | 14,668 | 638 | 4.5% | $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 | 0 | 0.0% | — | 不变 |
| MCO | Moody's Corp | $200.24万 | 0.01% | 4,421 | 192 | 4.5% | $8.70万 | 加仓 |
| VRTX | Vertex Pharmaceuticals Inc | $205.35万 | 0.01% | 4,134 | 0 | 0.0% | — | 不变 |
| REG | Regency Centers Corp | $214.34万 | 0.01% | 26,880 | 1,170 | 4.6% | $9.33万 | 加仓 |
| BAC | Bank of America Corp | $215.61万 | 0.01% | 37,840 | 1,647 | 4.6% | $9.38万 | 加仓 |
| CLX | Clorox Co/The | $219.55万 | 0.01% | 23,004 | 1,001 | 4.5% | $9.55万 | 加仓 |
| CRH | CRH PLC | $225.73万 | 0.01% | 21,096 | 918 | 4.5% | $9.82万 | 加仓 |
| RF | Regions Financial Corp | $229.26万 | 0.01% | 75,914 | 3,304 | 4.6% | $9.98万 | 加仓 |
| UNM | Unum Group | $234.02万 | 0.02% | 26,177 | 1,139 | 4.5% | $10.18万 | 加仓 |
| AXTA | Axalta Coating Systems Ltd | $234.34万 | 0.02% | 68,480 | 2,980 | 4.5% | $10.20万 | 加仓 |
| SWK | Stanley Black & Decker Inc | $235.88万 | 0.02% | 25,062 | 1,090 | 4.5% | $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 | 797 | 4.5% | $10.76万 | 加仓 |
| PFG | Principal Financial Group Inc | $249.18万 | 0.02% | 23,119 | 1,006 | 4.5% | $10.84万 | 加仓 |
| WY | Weyerhaeuser Co | $251.29万 | 0.02% | 104,967 | 4,569 | 4.6% | $10.94万 | 加仓 |
| LOW | Lowe's Cos Inc | $252.55万 | 0.02% | 11,454 | 498 | 4.5% | $10.98万 | 加仓 |
| BWA | BorgWarner Inc | $255.30万 | 0.02% | 38,449 | 1,673 | 4.5% | $11.11万 | 加仓 |
| ALL | Allstate Corp/The | $258.85万 | 0.02% | 10,879 | 473 | 4.5% | $11.25万 | 加仓 |
| CNC | Centene Corp | $260.77万 | 0.02% | 40,624 | 1,768 | 4.6% | $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 | 441 | 4.5% | $12.42万 | 加仓 |
| NTAP | NetApp Inc | $291.24万 | 0.02% | 18,819 | 819 | 4.5% | $12.67万 | 加仓 |
| TROW | T Rowe Price Group Inc | $300.79万 | 0.02% | 26,457 | 1,151 | 4.5% | $13.09万 | 加仓 |
| FITB | Fifth Third Bancorp | $309.53万 | 0.02% | 54,911 | 2,390 | 4.6% | $13.47万 | 加仓 |
| EW | Edwards Lifesciences Corp | $312.39万 | 0.02% | 34,534 | 1,503 | 4.6% | $13.60万 | 加仓 |
| ROK | Rockwell Automation Inc | $331.21万 | 0.02% | 6,690 | 291 | 4.5% | $14.41万 | 加仓 |
| EGHT | 8x8 Inc | $342.00万 | 0.02% | 2,000,000 | 0 | 0.0% | — | 不变 |
| DECK | Deckers Outdoor Corp | $348.34万 | 0.02% | 35,083 | 0 | 0.0% | — | 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 | 7,371 | 4.6% | $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 | 526 | 4.5% | $18.55万 | 加仓 |
| AEP | American Electric Power Co Inc | $432.07万 | 0.03% | 31,582 | 1,374 | 4.5% | $18.80万 | 加仓 |
| — | TechTarget Inc | $446.00万 | 0.03% | 1,238,887 | 0 | 0.0% | — | 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 | 593 | 4.5% | $20.22万 | 加仓 |
| LII | Lennox International Inc | $500.30万 | 0.03% | 8,732 | 380 | 4.5% | $21.77万 | 加仓 |
| IDXX | IDEXX Laboratories Inc | $538.76万 | 0.04% | 10,234 | 445 | 4.5% | $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 | 43,658 | 198.4% | $360.79万 | 加仓 |
| COLM | Columbia Sportswear Co | $559.56万 | 0.04% | 90,515 | 0 | 0.0% | — | 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 | 1,904 | 4.6% | $25.79万 | 加仓 |
| MSA | MSA Safety Inc | $611.03万 | 0.04% | 35,000 | 0 | 0.0% | — | 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 | 1,342 | 5.9% | $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 | 13,388 | 4.6% | $27.71万 | 加仓 |
| MET | MetLife Inc | $641.93万 | 0.04% | 75,869 | 3,302 | 4.6% | $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 | 1,296 | 1.4% | $9.28万 | 加仓 |
| AMGN | Amgen Inc | $662.28万 | 0.04% | 18,289 | 796 | 4.6% | $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 | 27,395 | 118.5% | $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 |