MIROVA
PARIS I0 · SEC CIK 0001767843
$27.08亿2026Q2 申报市值
185持仓数
31.0%前十大占比 · 第一大 6.7%
13 / 7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
PWR 加仓+$2,835.88万
MSFT 加仓+$2,771.73万
AVGO 加仓+$1,969.66万
MU 新建仓+$1,646.83万
CDNS 加仓+$1,481.76万
2026Q2 卖出最多 按季末市值估算
CRWD 减仓-$3,878.58万
PANW 减仓-$3,413.78万
AMD 减仓-$3,379.44万
NOW 减仓-$3,238.32万
FSLR 减仓-$2,911.49万
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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $881.75万 | 0.33% | 17,168 | 10,353 | 151.9% | $531.73万 | 加仓 |
| RBRK | RUBRIK INC. | $883.08万 | 0.33% | 110,000 | 110,000 | — | $883.08万 | 新建仓 |
| MSEX | MIDDLESEX WTR CO | $893.32万 | 0.33% | 159,067 | -36,933 | -18.8% | -$207.42万 | 减仓 |
| FSLR | FIRST SOLAR INC | $897.92万 | 0.33% | 38,054 | -123,389 | -76.4% | -$2,911.49万 | 减仓 |
| ADSK | AUTODESK INC | $900.26万 | 0.33% | 46,305 | -3,581 | -7.2% | -$69.62万 | 减仓 |
| MOD | MODINE MFG CO | $956.04万 | 0.35% | 35,804 | -696 | -1.9% | -$18.58万 | 减仓 |
| IOT | SAMSARA INC | $966.41万 | 0.36% | 298,000 | 298,000 | — | $966.41万 | 新建仓 |
| SYM | SYMBOTIC INC | $974.76万 | 0.36% | 216,854 | 27,212 | 14.3% | $122.32万 | 加仓 |
| ACM | AECOM | $977.53万 | 0.36% | 140,048 | 16,413 | 13.3% | $114.56万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $985.83万 | 0.36% | 67,228 | 972 | 1.5% | $14.25万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $991.41万 | 0.37% | 10,598 | 4,204 | 65.7% | $393.27万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1,005.65万 | 0.37% | 56,000 | -49,387 | -46.9% | -$886.89万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $1,006.02万 | 0.37% | 46,000 | -19,007 | -29.2% | -$415.68万 | 减仓 |
| PL | PLANET LABS PBC | $1,039.85万 | 0.38% | 313,869 | 18,661 | 6.3% | $61.82万 | 加仓 |
| EQIX | EQUINIX INC | $1,069.70万 | 0.40% | 10,262 | -12,342 | -54.6% | -$1,286.52万 | 减仓 |
| WAB | WABTEC | $1,100.64万 | 0.41% | 40,825 | -20,656 | -33.6% | -$556.89万 | 减仓 |
| AOS | SMITH A O CORP | $1,113.84万 | 0.41% | 177,589 | 5,589 | 3.2% | $35.05万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1,116.50万 | 0.41% | 84,853 | -71,737 | -45.8% | -$943.92万 | 减仓 |
| APTV | APTIV PLC | $1,157.25万 | 0.43% | 188,538 | 18,093 | 10.6% | $111.05万 | 加仓 |
| CTAS | CINTAS CORP | $1,174.91万 | 0.43% | 69,080 | 12,487 | 22.1% | $212.38万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,183.39万 | 0.44% | 34,996 | -10,589 | -23.2% | -$358.07万 | 减仓 |
| NDAQ | NASDAQ INC | $1,197.54万 | 0.44% | 151,934 | -13,781 | -8.3% | -$108.62万 | 减仓 |
| APH | AMPHENOL CORP | $1,206.40万 | 0.45% | 68,421 | 49,221 | 256.4% | $867.86万 | 加仓 |
| NFLX | NETFLIX INC. | $1,252.80万 | 0.46% | 175,462 | 14,840 | 9.2% | $105.96万 | 加仓 |
| MSA | MSA SAFETY INC | $1,267.83万 | 0.47% | 72,622 | -8,018 | -9.9% | -$139.98万 | 减仓 |
| TJX | TJX COS INC NEW | $1,284.77万 | 0.47% | 84,803 | 43,245 | 104.1% | $655.16万 | 加仓 |
| ITRI | ITRON INC | $1,309.07万 | 0.48% | 151,285 | 11,715 | 8.4% | $101.37万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $1,345.46万 | 0.50% | 24,000 | -4,564 | -16.0% | -$255.86万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $1,352.06万 | 0.50% | 101,789 | 13,230 | 14.9% | $175.73万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,369.52万 | 0.51% | 43,499 | -474 | -1.1% | -$14.92万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,371.91万 | 0.51% | 33,035 | -4,788 | -12.7% | -$198.84万 | 减仓 |
| APG | API GROUP CORP | $1,373.86万 | 0.51% | 324,405 | -158,211 | -32.8% | -$670.02万 | 减仓 |
| EBAY | EBAY INC. | $1,376.69万 | 0.51% | 123,194 | -8,103 | -6.2% | -$90.55万 | 减仓 |
| ZS | ZSCALER INC | $1,380.72万 | 0.51% | 97,819 | -8,063 | -7.6% | -$113.81万 | 减仓 |
| BRKR | BRUKER CORP | $1,385.03万 | 0.51% | 230,148 | -39,729 | -14.7% | -$239.09万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,422.37万 | 0.53% | 59,932 | 2,128 | 3.7% | $50.50万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $1,459.27万 | 0.54% | 43,124 | 89 | 0.2% | $3.01万 | 加仓 |
| ARGX | ARGENX SE | $1,474.32万 | 0.54% | 15,891 | -3,942 | -19.9% | -$365.73万 | 减仓 |
| HTO | H2O AMERICA | $1,486.13万 | 0.55% | 244,550 | 49,304 | 25.3% | $299.62万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $1,527.50万 | 0.56% | 398,722 | 5,996 | 1.5% | $22.97万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,580.61万 | 0.58% | 46,729 | 14,851 | 46.6% | $502.34万 | 加仓 |
| CVS | CVS HEALTH CORP | $1,598.63万 | 0.59% | 154,532 | 124,487 | 414.3% | $1,287.82万 | 加仓 |
| DXCM | DEXCOM INC | $1,640.10万 | 0.61% | 243,519 | -49,235 | -16.8% | -$331.60万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,646.83万 | 0.61% | 14,267 | 14,267 | — | $1,646.83万 | 新建仓 |
| LFUS | LITTELFUSE INC | $1,674.02万 | 0.62% | 36,765 | -10,645 | -22.5% | -$484.70万 | 减仓 |
| EMR | EMERSON ELEC CO | $1,690.19万 | 0.62% | 118,071 | 22,663 | 23.8% | $324.42万 | 加仓 |
| ABBV | ABBVIE INC | $1,720.99万 | 0.64% | 68,391 | 40,342 | 143.8% | $1,015.17万 | 加仓 |
| TRMB | TRIMBLE INC | $1,728.52万 | 0.64% | 337,734 | 72,023 | 27.1% | $368.61万 | 加仓 |
| LIN | LINDE PLC | $1,737.05万 | 0.64% | 33,473 | 6,337 | 23.4% | $328.85万 | 加仓 |
| ENS | ENERSYS | $1,759.92万 | 0.65% | 75,268 | 7,830 | 11.6% | $183.08万 | 加仓 |
| PTC | PTC INC | $1,803.40万 | 0.67% | 158,736 | -14,303 | -8.3% | -$162.50万 | 减仓 |
| MRK | MERCK & CO INC | $1,857.47万 | 0.69% | 144,550 | 100,852 | 230.8% | $1,295.95万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,884.11万 | 0.70% | 53,821 | 14,000 | 35.2% | $490.10万 | 加仓 |
| CNM | CORE & MAIN INC | $1,926.30万 | 0.71% | 399,233 | -18,767 | -4.5% | -$90.55万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $1,934.51万 | 0.71% | 669,611 | 57,889 | 9.5% | $167.24万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,035.42万 | 0.75% | 480,731 | 319,402 | 198.0% | $1,352.35万 | 加仓 |
| FROG | JFROG LTD | $2,109.46万 | 0.78% | 232,115 | -122,459 | -34.5% | -$1,112.91万 | 减仓 |
| PNR | PENTAIR PLC | $2,148.93万 | 0.79% | 280,319 | 51,401 | 22.5% | $394.04万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $2,236.73万 | 0.83% | 160,627 | 12,005 | 8.1% | $167.17万 | 加仓 |
| DHR | DANAHER CORP DEL | $2,251.53万 | 0.83% | 118,203 | -12,761 | -9.7% | -$243.07万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $2,326.94万 | 0.86% | 253,811 | 138,998 | 121.1% | $1,274.33万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $2,360.11万 | 0.87% | 141,587 | -6,539 | -4.4% | -$109.00万 | 减仓 |
| FLEX | FLEX LTD | $2,523.69万 | 0.93% | 155,716 | 19,626 | 14.4% | $318.08万 | 加仓 |
| V | VISA INC | $2,699.81万 | 1.00% | 78,691 | 40,762 | 107.5% | $1,398.50万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $2,724.18万 | 1.01% | 173,559 | 1,407 | 0.8% | $22.08万 | 加仓 |
| CLH | CLEAN HARBORS INC | $2,767.35万 | 1.02% | 92,631 | -38,044 | -29.1% | -$1,136.56万 | 减仓 |
| NOW | SERVICENOW INC | $2,835.35万 | 1.05% | 285,591 | -326,181 | -53.3% | -$3,238.32万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,948.49万 | 1.09% | 86,461 | -100,105 | -53.7% | -$3,413.78万 | 减仓 |
| XYL | XYLEM INC | $3,000.60万 | 1.11% | 253,836 | 9,331 | 3.8% | $110.30万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $3,019.07万 | 1.11% | 208,212 | 13,782 | 7.1% | $199.84万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,206.55万 | 1.18% | 63,957 | -9,318 | -12.7% | -$467.17万 | 减仓 |
| NVT | NVENT ELEC PLC | $3,226.05万 | 1.19% | 190,204 | -130,318 | -40.7% | -$2,210.32万 | 减仓 |
| DDOG | DATADOG INC | $3,246.59万 | 1.20% | 124,696 | 52,047 | 71.6% | $1,355.10万 | 加仓 |
| IEX | IDEX CORP | $3,446.76万 | 1.27% | 151,873 | -8,827 | -5.5% | -$200.33万 | 减仓 |
| VLTO | VERALTO CORP | $3,708.59万 | 1.37% | 418,199 | 64,010 | 18.1% | $567.64万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,714.97万 | 1.37% | 93,416 | 2,137 | 2.3% | $84.98万 | 加仓 |
| ECL | ECOLAB INC | $3,887.47万 | 1.44% | 139,531 | -63,107 | -31.1% | -$1,758.22万 | 减仓 |
| PWR | QUANTA SVCS INC | $3,988.88万 | 1.47% | 55,398 | 39,385 | 246.0% | $2,835.88万 | 加仓 |
| BSY | BENTLEY SYS INC | $4,103.91万 | 1.52% | 1,373,004 | 115,302 | 9.2% | $344.64万 | 加仓 |
| WM | WASTE MGMT INC DEL | $4,116.13万 | 1.52% | 184,679 | 18,230 | 11.0% | $406.31万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $4,218.77万 | 1.56% | 126,001 | -25,387 | -16.8% | -$850.01万 | 减仓 |
| MDB | MONGODB INC | $4,328.58万 | 1.60% | 128,865 | 31,565 | 32.4% | $1,060.27万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $5,097.78万 | 1.88% | 66,800 | -50,824 | -43.2% | -$3,878.58万 | 减仓 |
| KLAC | KLA CORP | $5,544.10万 | 2.05% | 183,756 | -12,564 | -6.4% | -$379.07万 | 减仓 |
| SNPS | SYNOPSYS INC | $5,555.85万 | 2.05% | 124,551 | -27,322 | -18.0% | -$1,218.75万 | 减仓 |
| SNOW | SNOWFLAKE INC | $6,291.93万 | 2.32% | 247,227 | -10,461 | -4.1% | -$266.23万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $7,231.86万 | 2.67% | 124,492 | -58,175 | -31.8% | -$3,379.44万 | 减仓 |
| GOOGL | ALPHABET INC | $7,708.65万 | 2.85% | 215,705 | 34,871 | 19.3% | $1,246.18万 | 加仓 |
| AVGO | BROADCOM INC | $8,380.72万 | 3.10% | 221,859 | 52,142 | 30.7% | $1,969.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $9,816.17万 | 3.63% | 263,154 | 74,305 | 39.3% | $2,771.73万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.02亿 | 3.76% | 271,512 | 39,480 | 17.0% | $1,481.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.81亿 | 6.69% | 905,162 | 35,824 | 4.1% | $716.80万 | 加仓 |