Mirova US LLC
Boston MA · SEC CIK 0001802900
$88.12亿2026Q1 申报市值
42持仓数
50.0%前十大占比 · 第一大 10.0%
0 / 1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
VRT 加仓+$6,035.37万
AVGO 加仓+$5,690.34万
VLTO 加仓+$5,627.46万
BSX 加仓+$5,229.41万
AGCO 加仓+$4,890.11万
2026Q1 卖出最多 按季末市值估算
V 减仓-$1.35亿
TSM 减仓-$1.35亿
ROP 清仓-$8,624.97万
ECL 减仓-$7,119.92万
FSLR 减仓-$3,758.30万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -193,763 | -100.0% | -$8,624.97万 | 清仓 |
| META | META PLATFORMS INC | $217.29万 | 0.02% | 3,798 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $249.18万 | 0.03% | 5,763 | -12 | -0.2% | -$5,189 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $288.64万 | 0.03% | 33,866 | -62 | -0.2% | -$5,284 | 减仓 |
| ES | EVERSOURCE ENERGY | $303.74万 | 0.03% | 43,842 | -10,195 | -18.9% | -$70.63万 | 减仓 |
| AMZN | AMAZON COM INC | $315.40万 | 0.04% | 15,144 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $391.34万 | 0.04% | 15,420 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $558.56万 | 0.06% | 19,424 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $562.03万 | 0.06% | 66,207 | -19,464 | -22.7% | -$165.23万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $575.75万 | 0.07% | 43,967 | -82 | -0.2% | -$1.07万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $8,623.32万 | 0.98% | 628,843 | -32,149 | -4.9% | -$440.86万 | 减仓 |
| V | VISA INC | $9,845.89万 | 1.12% | 325,764 | -446,946 | -57.8% | -$1.35亿 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.02亿 | 1.16% | 750,695 | -31,123 | -4.0% | -$423.55万 | 减仓 |
| CRM | SALESFORCE INC | $1.14亿 | 1.29% | 609,451 | -25,108 | -4.0% | -$468.69万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1.27亿 | 1.44% | 437,865 | -22,563 | -4.9% | -$654.98万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1.35亿 | 1.54% | 682,706 | -28,548 | -4.0% | -$566.08万 | 减仓 |
| FSLR | FIRST SOLAR INC | $1.38亿 | 1.56% | 698,552 | -190,525 | -21.4% | -$3,758.30万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.38亿 | 1.57% | 2,203,401 | 833,372 | 60.8% | $5,229.41万 | 加仓 |
| BALL | BALL CORP | $1.42亿 | 1.61% | 2,407,018 | -109,008 | -4.3% | -$644.35万 | 减仓 |
| VLTO | VERALTO CORP | $1.49亿 | 1.70% | 1,689,337 | 636,447 | 60.4% | $5,627.46万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1.53亿 | 1.74% | 1,944,162 | -85,157 | -4.2% | -$669.84万 | 减仓 |
| AGCO | AGCO CORP | $1.84亿 | 2.09% | 1,586,652 | 422,034 | 36.2% | $4,890.11万 | 加仓 |
| DHR | DANAHER CORP DEL | $1.99亿 | 2.26% | 1,051,430 | -43,442 | -4.0% | -$823.66万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2.10亿 | 2.39% | 2,627,315 | -111,756 | -4.1% | -$894.94万 | 减仓 |
| XYL | XYLEM INC | $2.16亿 | 2.45% | 1,807,448 | -73,742 | -3.9% | -$881.22万 | 减仓 |
| LOW | LOWES COS INC | $2.22亿 | 2.52% | 941,425 | -39,703 | -4.0% | -$938.10万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $2.36亿 | 2.68% | 512,363 | -21,766 | -4.1% | -$1,003.39万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $2.56亿 | 2.91% | 1,022,714 | 240,856 | 30.8% | $6,035.37万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2.57亿 | 2.92% | 1,602,712 | -65,125 | -3.9% | -$1,044.08万 | 减仓 |
| HUBB | HUBBELL INC | $2.83亿 | 3.21% | 575,911 | 97,151 | 20.3% | $4,767.59万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.02亿 | 3.43% | 615,090 | -26,169 | -4.1% | -$1,286.28万 | 减仓 |
| ECL | ECOLAB INC | $3.11亿 | 3.53% | 1,169,995 | -267,646 | -18.6% | -$7,119.92万 | 减仓 |
| EBAY | EBAY INC. | $3.12亿 | 3.55% | 3,432,531 | -116,114 | -3.3% | -$1,056.87万 | 减仓 |
| WM | WASTE MGMT INC DEL | $3.13亿 | 3.55% | 1,362,167 | -57,277 | -4.0% | -$1,316.17万 | 减仓 |
| SHOP | SHOPIFY INC | $3.17亿 | 3.60% | 2,671,242 | -114,701 | -4.1% | -$1,360.58万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $3.37亿 | 3.82% | 3,623,477 | -98,734 | -2.7% | -$917.04万 | 减仓 |
| LLY | ELI LILLY & CO | $3.39亿 | 3.85% | 368,438 | -15,836 | -4.1% | -$1,456.55万 | 减仓 |
| AVGO | BROADCOM INC | $3.45亿 | 3.91% | 1,113,510 | 183,850 | 19.8% | $5,690.34万 | 加仓 |
| TJX | TJX COS INC NEW | $3.85亿 | 4.36% | 2,408,310 | -101,835 | -4.1% | -$1,626.30万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.33亿 | 4.91% | 1,281,550 | -398,518 | -23.7% | -$1.35亿 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4.79亿 | 5.43% | 957,746 | -39,036 | -3.9% | -$1,950.47万 | 减仓 |
| MSFT | MICROSOFT CORP | $5.76亿 | 6.53% | 1,555,616 | -65,447 | -4.0% | -$2,422.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $8.82亿 | 10.01% | 5,055,799 | -199,604 | -3.8% | -$3,481.09万 | 减仓 |