MIROVA
PARIS I0 · SEC CIK 0001767843
$24.62亿2026Q1 申报市值
179持仓数
26.8%前十大占比 · 第一大 6.2%
88 / 6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
NVDA 加仓+$1.07亿
NOW 加仓+$5,989.33万
SNPS 重新持有+$5,982.29万
CDNS 加仓+$5,244.55万
GOOGL 新建仓+$5,200.06万
2026Q1 卖出最多 按季末市值估算
ACN 减仓-$1,037.49万
UNP 减仓-$778.86万
IFF 清仓-$628.72万
GM 减仓-$561.68万
EL 清仓-$558.04万
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 |
|---|---|---|---|---|---|---|---|---|
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $0 | 0.00% | 0 | -93,295 | -100.0% | -$628.72万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -53,289 | -100.0% | -$558.04万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -24,104 | -100.0% | -$517.71万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -9,982 | -100.0% | -$445.26万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -36,245 | -100.0% | -$367.52万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -782 | -100.0% | -$27.37万 | 清仓 |
| LKQ | LKQ CORP | $5.27万 | 0.00% | 1,794 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $5.40万 | 0.00% | 1,475 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $7.48万 | 0.00% | 631 | 224 | 55.0% | $2.66万 | 加仓 |
| ALV | AUTOLIV INC | $24.39万 | 0.01% | 2,319 | -379 | -14.0% | -$3.99万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $27.47万 | 0.01% | 9,994 | -1,634 | -14.1% | -$4.49万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $27.74万 | 0.01% | 8,500 | 8,500 | — | $27.74万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $31.35万 | 0.01% | 2,643 | 183 | 7.4% | $2.17万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $33.99万 | 0.01% | 4,244 | 1,406 | 49.5% | $11.26万 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $34.36万 | 0.01% | 47,530 | -62,094 | -56.6% | -$44.89万 | 减仓 |
| CRM | SALESFORCE INC | $50.68万 | 0.02% | 2,715 | -20,916 | -88.5% | -$390.44万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $51.62万 | 0.02% | 51,936 | -8,486 | -14.0% | -$8.44万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $55.49万 | 0.02% | 1,642 | 0 | 0.0% | — | 不变 |
| VITL | VITAL FARMS INC | $59.44万 | 0.02% | 42,096 | -6,879 | -14.0% | -$9.71万 | 减仓 |
| AGCO | AGCO CORP | $62.77万 | 0.03% | 5,417 | -700 | -11.4% | -$8.11万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $64.15万 | 0.03% | 6,907 | 1,860 | 36.9% | $17.28万 | 加仓 |
| EMBC | EMBECTA CORP | $70.84万 | 0.03% | 80,139 | -13,094 | -14.0% | -$11.58万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $73.39万 | 0.03% | 2,528 | -12,043 | -82.7% | -$349.60万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $76.62万 | 0.03% | 32,179 | 18,606 | 137.1% | $44.30万 | 加仓 |
| GM | GENERAL MTRS CO | $117.27万 | 0.05% | 15,741 | -75,393 | -82.7% | -$561.68万 | 减仓 |
| TREX | TREX INC | $119.45万 | 0.05% | 32,797 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $160.78万 | 0.07% | 21,651 | 21,651 | — | $160.78万 | 新建仓 |
| ZD | ZIFF DAVIS INC | $168.41万 | 0.07% | 40,137 | -10,992 | -21.5% | -$46.12万 | 减仓 |
| GDDY | GODADDY INC | $172.52万 | 0.07% | 20,868 | -30,490 | -59.4% | -$252.06万 | 减仓 |
| EXPO | EXPONENT INC | $177.22万 | 0.07% | 27,160 | 2,994 | 12.4% | $19.54万 | 加仓 |
| CCK | CROWN HLDGS INC | $180.22万 | 0.07% | 17,977 | -2,978 | -14.2% | -$29.85万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $197.68万 | 0.08% | 1,808 | -238 | -11.6% | -$26.02万 | 减仓 |
| UNP | UNION PAC CORP | $202.95万 | 0.08% | 8,365 | -32,102 | -79.3% | -$778.86万 | 减仓 |
| CVS | CVS HEALTH CORP | $215.78万 | 0.09% | 30,045 | 30,045 | — | $215.78万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $217.30万 | 0.09% | 11,452 | 11,452 | — | $217.30万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $218.31万 | 0.09% | 8,068 | 8,068 | — | $218.31万 | 新建仓 |
| HUBS | HUBSPOT INC | $223.45万 | 0.09% | 9,154 | 9,154 | — | $223.45万 | 新建仓 |
| TOST | TOAST INC | $230.31万 | 0.09% | 86,877 | 86,877 | — | $230.31万 | 新建仓 |
| APH | AMPHENOL CORP | $242.59万 | 0.10% | 19,200 | 19,200 | — | $242.59万 | 新建仓 |
| TTAN | SERVICETITAN INC | $251.96万 | 0.10% | 39,704 | 39,704 | — | $251.96万 | 新建仓 |
| ALRM | ALARM COM HLDGS INC | $268.21万 | 0.11% | 62,101 | 62,101 | — | $268.21万 | 新建仓 |
| MP | MP MATERIALS CORP | $283.24万 | 0.12% | 58,691 | 3,982 | 7.3% | $19.22万 | 加仓 |
| INTU | INTUIT | $289.09万 | 0.12% | 6,686 | 6,686 | — | $289.09万 | 新建仓 |
| AMZN | AMAZON COM INC | $293.12万 | 0.12% | 14,074 | 14,074 | — | $293.12万 | 新建仓 |
| OC | OWENS CORNING NEW | $301.80万 | 0.12% | 27,888 | 27,888 | — | $301.80万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $304.42万 | 0.12% | 19,884 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $304.89万 | 0.12% | 39,530 | -28,909 | -42.2% | -$222.98万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $309.95万 | 0.13% | 6,392 | 6,392 | — | $309.95万 | 新建仓 |
| ORCL | ORACLE CORP | $314.65万 | 0.13% | 21,389 | 15,342 | 253.7% | $225.70万 | 加仓 |
| CSGP | COSTAR GROUP INC | $316.87万 | 0.13% | 78,550 | 78,550 | — | $316.87万 | 新建仓 |
| DIS | DISNEY WALT CO | $327.42万 | 0.13% | 33,972 | 33,972 | — | $327.42万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $340.52万 | 0.14% | 6,815 | -1,162 | -14.6% | -$58.06万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $355.82万 | 0.14% | 89,335 | 18,794 | 26.6% | $74.86万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $369.71万 | 0.15% | 44,155 | 44,155 | — | $369.71万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $370.79万 | 0.15% | 2,940 | -30 | -1.0% | -$3.78万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $372.56万 | 0.15% | 52,063 | 52,063 | — | $372.56万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $374.86万 | 0.15% | 21,981 | 21,981 | — | $374.86万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $381.60万 | 0.15% | 25,515 | 25,515 | — | $381.60万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $393.16万 | 0.16% | 29,844 | 29,844 | — | $393.16万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $426.52万 | 0.17% | 15,986 | 15,986 | — | $426.52万 | 新建仓 |
| ALC | ALCON AG | $441.07万 | 0.18% | 58,536 | 58,536 | — | $441.07万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $452.56万 | 0.18% | 13,678 | 13,678 | — | $452.56万 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $461.05万 | 0.19% | 61,986 | 61,986 | — | $461.05万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $463.64万 | 0.19% | 10,383 | 10,383 | — | $463.64万 | 新建仓 |
| UNIT | UNITI GROUP LLC | $482.77万 | 0.20% | 514,675 | 514,675 | — | $482.77万 | 新建仓 |
| HUBB | HUBBELL INC | $485.19万 | 0.20% | 9,887 | 2,985 | 43.2% | $146.49万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $486.75万 | 0.20% | 11,680 | 1,516 | 14.9% | $63.18万 | 加仓 |
| MSCI | MSCI INC | $489.10万 | 0.20% | 9,074 | 9,074 | — | $489.10万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $499.24万 | 0.20% | 35,821 | 32,097 | 861.9% | $447.34万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $505.57万 | 0.21% | 51,369 | 51,369 | — | $505.57万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $510.07万 | 0.21% | 11,992 | 11,992 | — | $510.07万 | 新建仓 |
| MRK | MERCK & CO INC | $525.64万 | 0.21% | 43,698 | 43,698 | — | $525.64万 | 新建仓 |
| TMUS | T-MOBILE US INC | $548.18万 | 0.22% | 26,100 | 26,100 | — | $548.18万 | 新建仓 |
| TPR | TAPESTRY INC | $560.64万 | 0.23% | 39,731 | 39,731 | — | $560.64万 | 新建仓 |
| RUN | SUNRUN INC | $576.86万 | 0.23% | 425,416 | 35,273 | 9.0% | $47.83万 | 加仓 |
| NTRA | NATERA INC | $588.31万 | 0.24% | 29,417 | 29,417 | — | $588.31万 | 新建仓 |
| BMI | BADGER METER INC | $596.18万 | 0.24% | 39,132 | -9,708 | -19.9% | -$147.90万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $601.98万 | 0.24% | 95,933 | 77,657 | 424.9% | $487.30万 | 加仓 |
| ABBV | ABBVIE INC | $610.04万 | 0.25% | 28,049 | 28,049 | — | $610.04万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $617.77万 | 0.25% | 29,547 | 29,547 | — | $617.77万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $630.85万 | 0.26% | 36,533 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $637.12万 | 0.26% | 6,394 | 6,394 | — | $637.12万 | 新建仓 |
| TJX | TJX COS INC NEW | $663.68万 | 0.27% | 41,558 | -3,062 | -6.9% | -$48.90万 | 减仓 |
| HQY | HEALTHEQUITY INC | $673.64万 | 0.27% | 80,608 | 80,608 | — | $673.64万 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC | $684.82万 | 0.28% | 368,380 | 368,380 | — | $684.82万 | 新建仓 |
| BBY | BEST BUY INC | $693.21万 | 0.28% | 107,977 | 107,977 | — | $693.21万 | 新建仓 |
| LOW | LOWES COS INC | $715.95万 | 0.29% | 30,301 | 30,301 | — | $715.95万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $750.07万 | 0.30% | 167,277 | 150,451 | 894.2% | $674.62万 | 重新持有 |
| WY | WEYERHAEUSER CO | $788.09万 | 0.32% | 322,593 | 173,719 | 116.7% | $424.40万 | 加仓 |
| MOD | MODINE MFG CO | $790.99万 | 0.32% | 36,500 | 36,500 | — | $790.99万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $809.87万 | 0.33% | 161,329 | 150,031 | 1,327.9% | $753.16万 | 加仓 |
| PL | PLANET LABS PBC | $825.11万 | 0.34% | 295,208 | -6,932 | -2.3% | -$19.37万 | 减仓 |
| IRM | IRON MTN INC DEL | $848.17万 | 0.34% | 83,040 | 83,040 | — | $848.17万 | 新建仓 |
| DDOG | DATADOG INC | $857.62万 | 0.35% | 72,649 | 72,649 | — | $857.62万 | 新建仓 |
| PWR | QUANTA SVCS INC | $879.15万 | 0.36% | 16,013 | 2,270 | 16.5% | $124.63万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $890.85万 | 0.36% | 136,090 | 10,649 | 8.5% | $69.71万 | 加仓 |
| ZTS | ZOETIS INC | $909.84万 | 0.37% | 76,968 | -3,584 | -4.4% | -$42.37万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $957.00万 | 0.39% | 66,256 | -2,511 | -3.7% | -$36.27万 | 减仓 |
| CTAS | CINTAS CORP | $957.21万 | 0.39% | 56,593 | 56,593 | — | $957.21万 | 新建仓 |
| CYRX | CRYOPORT INC | $959.05万 | 0.39% | 1,158,277 | 1,158,277 | — | $959.05万 | 新建仓 |