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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.52亿 | 6.16% | 869,338 | 612,389 | 238.3% | $1.07亿 | 加仓 |
| MSFT | MICROSOFT CORP | $6,990.62万 | 2.84% | 188,849 | 101,390 | 115.9% | $3,753.15万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $6,447.47万 | 2.62% | 232,032 | 188,741 | 436.0% | $5,244.55万 | 加仓 |
| NOW | SERVICENOW INC | $6,396.08万 | 2.60% | 611,772 | 572,868 | 1,472.5% | $5,989.33万 | 加仓 |
| SNPS | SYNOPSYS INC | $6,021.46万 | 2.45% | 151,873 | 150,885 | 15,271.8% | $5,982.29万 | 重新持有 |
| ECL | ECOLAB INC | $5,390.58万 | 2.19% | 202,638 | 52,618 | 35.1% | $1,399.74万 | 加仓 |
| AVGO | BROADCOM INC | $5,252.91万 | 2.13% | 169,717 | 157,011 | 1,235.7% | $4,859.65万 | 加仓 |
| GOOGL | ALPHABET INC | $5,200.06万 | 2.11% | 180,834 | 180,834 | — | $5,200.06万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $4,592.16万 | 1.86% | 117,624 | 117,624 | — | $4,592.16万 | 新建仓 |
| BSY | BENTLEY SYS INC | $4,417.05万 | 1.79% | 1,257,702 | 969,172 | 335.9% | $3,403.73万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,207.87万 | 1.71% | 91,279 | 73,904 | 425.3% | $3,406.90万 | 加仓 |
| SNOW | SNOWFLAKE INC | $3,886.45万 | 1.58% | 257,688 | 257,688 | — | $3,886.45万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $3,824.83万 | 1.55% | 166,449 | 84,478 | 103.1% | $1,941.22万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $3,793.48万 | 1.54% | 151,388 | 120,563 | 391.1% | $3,021.07万 | 加仓 |
| NVT | NVENT ELEC PLC | $3,791.13万 | 1.54% | 320,522 | 320,522 | — | $3,791.13万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $3,746.84万 | 1.52% | 130,675 | 130,675 | — | $3,746.84万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,715.99万 | 1.51% | 182,667 | 182,667 | — | $3,715.99万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,601.69万 | 1.46% | 73,275 | 63,086 | 619.2% | $3,100.87万 | 加仓 |
| FSLR | FIRST SOLAR INC | $3,184.62万 | 1.29% | 161,443 | 55,685 | 52.7% | $1,098.44万 | 加仓 |
| VLTO | VERALTO CORP | $3,131.74万 | 1.27% | 354,189 | 313,687 | 774.5% | $2,773.62万 | 加仓 |
| IEX | IDEX CORP | $3,046.07万 | 1.24% | 160,700 | 109,252 | 212.4% | $2,070.87万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,991.03万 | 1.21% | 186,566 | 148,073 | 384.7% | $2,373.91万 | 加仓 |
| XYL | XYLEM INC | $2,921.83万 | 1.19% | 244,505 | 92,279 | 60.6% | $1,102.73万 | 加仓 |
| KLAC | KLA CORP | $2,890.64万 | 1.17% | 19,632 | 19,632 | — | $2,890.64万 | 新建仓 |
| JBTM | JBT MAREL CORPORATION | $2,486.18万 | 1.01% | 194,430 | 194,430 | — | $2,486.18万 | 新建仓 |
| DHR | DANAHER CORP DEL | $2,483.08万 | 1.01% | 130,964 | 111,390 | 569.1% | $2,111.95万 | 加仓 |
| PTC | PTC INC | $2,465.63万 | 1.00% | 173,039 | 151,017 | 685.8% | $2,151.84万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $2,406.16万 | 0.98% | 148,126 | 148,126 | — | $2,406.16万 | 新建仓 |
| ESTC | ELASTIC N V | $2,394.99万 | 0.97% | 479,093 | 479,093 | — | $2,394.99万 | 新建仓 |
| MDB | MONGODB INC | $2,381.61万 | 0.97% | 97,300 | 97,300 | — | $2,381.61万 | 新建仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $2,360.72万 | 0.96% | 172,152 | 162,424 | 1,669.7% | $2,227.32万 | 加仓 |
| EQIX | EQUINIX INC | $2,215.73万 | 0.90% | 22,604 | 22,604 | — | $2,215.73万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,131.03万 | 0.87% | 156,590 | 32,454 | 26.1% | $441.67万 | 加仓 |
| CNM | CORE & MAIN INC | $2,064.92万 | 0.84% | 418,000 | 412,777 | 7,903.1% | $2,039.12万 | 重新持有 |
| LLY | ELI LILLY & CO | $2,039.13万 | 0.83% | 22,170 | 3,226 | 17.0% | $296.72万 | 加仓 |
| PNR | PENTAIR PLC | $1,994.10万 | 0.81% | 228,918 | 156,737 | 217.1% | $1,365.34万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $1,978.46万 | 0.80% | 148,622 | 148,622 | — | $1,978.46万 | 新建仓 |
| APG | API GROUP CORP | $1,955.56万 | 0.79% | 482,616 | 482,616 | — | $1,955.56万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $1,899.18万 | 0.77% | 105,387 | 105,387 | — | $1,899.18万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $1,842.51万 | 0.75% | 611,722 | 342,025 | 126.8% | $1,030.18万 | 加仓 |
| DXCM | DEXCOM INC | $1,838.50万 | 0.75% | 292,754 | 292,754 | — | $1,838.50万 | 新建仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $1,810.33万 | 0.74% | 723,842 | 723,842 | — | $1,810.33万 | 新建仓 |
| TRMB | TRIMBLE INC | $1,733.23万 | 0.70% | 265,711 | 20,994 | 8.6% | $136.94万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $1,726.00万 | 0.70% | 65,007 | 65,007 | — | $1,726.00万 | 新建仓 |
| MDT | MEDTRONIC PLC | $1,694.53万 | 0.69% | 195,560 | 195,560 | — | $1,694.53万 | 新建仓 |
| FROG | JFROG LTD | $1,664.02万 | 0.68% | 354,574 | 354,574 | — | $1,664.02万 | 新建仓 |
| STE | STERIS PLC | $1,641.45万 | 0.67% | 74,230 | 74,230 | — | $1,641.45万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,641.40万 | 0.67% | 37,823 | 37,823 | — | $1,641.40万 | 新建仓 |
| LFUS | LITTELFUSE INC | $1,608.86万 | 0.65% | 47,410 | 25,677 | 118.1% | $871.35万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $1,581.51万 | 0.64% | 392,726 | 392,726 | — | $1,581.51万 | 新建仓 |
| NFLX | NETFLIX INC. | $1,544.38万 | 0.63% | 160,622 | 155,869 | 3,279.4% | $1,498.68万 | 加仓 |
| WAB | WABTEC | $1,536.47万 | 0.62% | 61,481 | 61,481 | — | $1,536.47万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $1,522.84万 | 0.62% | 43,035 | 32,668 | 315.1% | $1,155.99万 | 加仓 |
| ZS | ZSCALER INC | $1,485.42万 | 0.60% | 105,882 | 105,882 | — | $1,485.42万 | 新建仓 |
| ARGX | ARGENX SE | $1,448.30万 | 0.59% | 19,833 | 19,833 | — | $1,448.30万 | 新建仓 |
| SYK | STRYKER CORPORATION | $1,444.91万 | 0.59% | 43,973 | 15,356 | 53.7% | $504.58万 | 加仓 |
| NDAQ | NASDAQ INC | $1,406.75万 | 0.57% | 165,715 | 165,715 | — | $1,406.75万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,348.34万 | 0.55% | 57,804 | 57,804 | — | $1,348.34万 | 新建仓 |
| LIN | LINDE PLC | $1,345.29万 | 0.55% | 27,136 | 4,142 | 18.0% | $205.34万 | 加仓 |
| MSA | MSA SAFETY INC | $1,322.09万 | 0.54% | 80,640 | 80,640 | — | $1,322.09万 | 新建仓 |
| ITRI | ITRON INC | $1,250.97万 | 0.51% | 139,570 | 16,678 | 13.6% | $149.48万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,250.04万 | 0.51% | 95,408 | 24,357 | 34.3% | $319.13万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,249.54万 | 0.51% | 63,016 | -52,322 | -45.4% | -$1,037.49万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $1,214.72万 | 0.49% | 881,512 | 881,512 | — | $1,214.72万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $1,213.08万 | 0.49% | 28,564 | 28,564 | — | $1,213.08万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,209.46万 | 0.49% | 45,585 | 45,585 | — | $1,209.46万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $1,204.15万 | 0.49% | 35,170 | 35,170 | — | $1,204.15万 | 新建仓 |
| ROL | ROLLINS INC | $1,199.42万 | 0.49% | 224,568 | 224,568 | — | $1,199.42万 | 新建仓 |
| EBAY | EBAY INC. | $1,195.07万 | 0.49% | 131,297 | -5,086 | -3.7% | -$46.29万 | 减仓 |
| ADSK | AUTODESK INC | $1,194.27万 | 0.49% | 49,886 | 48,118 | 2,721.6% | $1,151.94万 | 重新持有 |
| APTV | APTIV PLC | $1,183.57万 | 0.48% | 170,445 | 158,027 | 1,272.6% | $1,097.34万 | 加仓 |
| ENS | ENERSYS | $1,171.53万 | 0.48% | 67,438 | -543 | -0.8% | -$9.43万 | 减仓 |
| V | VISA INC | $1,146.37万 | 0.47% | 37,929 | -12,690 | -25.1% | -$383.54万 | 减仓 |
| HTO | H2O AMERICA | $1,145.51万 | 0.47% | 195,246 | 195,246 | — | $1,145.51万 | 新建仓 |
| AOS | SMITH A O CORP | $1,134.17万 | 0.46% | 172,000 | 172,000 | — | $1,134.17万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,124.43万 | 0.46% | 39,821 | 8,113 | 25.6% | $229.09万 | 加仓 |
| TRU | TRANSUNION | $1,069.93万 | 0.43% | 154,637 | 154,637 | — | $1,069.93万 | 新建仓 |
| ACM | AECOM | $1,048.67万 | 0.43% | 123,635 | 123,635 | — | $1,048.67万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $1,038.90万 | 0.42% | 53,187 | 53,187 | — | $1,038.90万 | 新建仓 |
| MSEX | MIDDLESEX WTR CO | $1,020.18万 | 0.41% | 196,000 | 196,000 | — | $1,020.18万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $1,009.40万 | 0.41% | 88,559 | 86,789 | 4,903.3% | $989.22万 | 重新持有 |
| SYM | SYMBOTIC INC | $1,008.90万 | 0.41% | 189,642 | 189,642 | — | $1,008.90万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $978.55万 | 0.40% | 114,813 | -23,185 | -16.8% | -$197.61万 | 减仓 |
| BRKR | BRUKER CORP | $974.80万 | 0.40% | 269,877 | 269,877 | — | $974.80万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $964.25万 | 0.39% | 31,878 | -15,590 | -32.8% | -$471.57万 | 减仓 |
| CYRX | CRYOPORT INC | $959.05万 | 0.39% | 1,158,277 | 1,158,277 | — | $959.05万 | 新建仓 |
| CTAS | CINTAS CORP | $957.21万 | 0.39% | 56,593 | 56,593 | — | $957.21万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $957.00万 | 0.39% | 66,256 | -2,511 | -3.7% | -$36.27万 | 减仓 |
| ZTS | ZOETIS INC | $909.84万 | 0.37% | 76,968 | -3,584 | -4.4% | -$42.37万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $890.85万 | 0.36% | 136,090 | 10,649 | 8.5% | $69.71万 | 加仓 |
| PWR | QUANTA SVCS INC | $879.15万 | 0.36% | 16,013 | 2,270 | 16.5% | $124.63万 | 加仓 |
| DDOG | DATADOG INC | $857.62万 | 0.35% | 72,649 | 72,649 | — | $857.62万 | 新建仓 |
| IRM | IRON MTN INC DEL | $848.17万 | 0.34% | 83,040 | 83,040 | — | $848.17万 | 新建仓 |
| PL | PLANET LABS PBC | $825.11万 | 0.34% | 295,208 | -6,932 | -2.3% | -$19.37万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $809.87万 | 0.33% | 161,329 | 150,031 | 1,327.9% | $753.16万 | 加仓 |
| MOD | MODINE MFG CO | $790.99万 | 0.32% | 36,500 | 36,500 | — | $790.99万 | 新建仓 |
| WY | WEYERHAEUSER CO | $788.09万 | 0.32% | 322,593 | 173,719 | 116.7% | $424.40万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $750.07万 | 0.30% | 167,277 | 150,451 | 894.2% | $674.62万 | 重新持有 |
| LOW | LOWES COS INC | $715.95万 | 0.29% | 30,301 | 30,301 | — | $715.95万 | 新建仓 |
| BBY | BEST BUY INC | $693.21万 | 0.28% | 107,977 | 107,977 | — | $693.21万 | 新建仓 |