Mirova US LLC
Boston MA · SEC CIK 0001802900
$93.00亿2026Q2 申报市值
45持仓数
48.9%前十大占比 · 第一大 9.3%
5 / 2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
AMD 新建仓+$1.45亿
SW 新建仓+$1.09亿
ORCL 新建仓+$6,292.18万
CP 加仓+$5,565.23万
BSX 加仓+$3,832.99万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$1.49亿
MSFT 减仓-$1.30亿
PANW 减仓-$1.01亿
TJX 减仓-$7,678.23万
AVGO 减仓-$7,333.94万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $8.62亿 | 9.27% | 4,309,689 | -746,110 | -14.8% | -$1.49亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.43亿 | 5.84% | 1,137,112 | -144,438 | -11.3% | -$6,897.93万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4.75亿 | 5.11% | 924,618 | -33,128 | -3.5% | -$1,701.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $4.50亿 | 4.84% | 1,206,161 | -349,455 | -22.5% | -$1.30亿 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4.45亿 | 4.79% | 1,305,090 | -297,622 | -18.6% | -$1.01亿 | 减仓 |
| LLY | ELI LILLY & CO | $4.25亿 | 4.57% | 354,043 | -14,395 | -3.9% | -$1,726.58万 | 减仓 |
| EBAY | EBAY INC. | $3.58亿 | 3.85% | 3,206,010 | -226,521 | -6.6% | -$2,531.37万 | 减仓 |
| AVGO | BROADCOM INC | $3.47亿 | 3.73% | 919,362 | -194,148 | -17.4% | -$7,333.94万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $3.31亿 | 3.56% | 988,313 | -34,401 | -3.4% | -$1,151.81万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $3.12亿 | 3.36% | 3,556,095 | -67,382 | -1.9% | -$591.41万 | 减仓 |
| ECL | ECOLAB INC | $3.10亿 | 3.34% | 1,113,930 | -56,065 | -4.8% | -$1,562.03万 | 减仓 |
| SHOP | SHOPIFY INC | $2.97亿 | 3.19% | 2,600,237 | -71,005 | -2.7% | -$810.74万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.96亿 | 3.19% | 591,257 | -23,833 | -3.9% | -$1,194.89万 | 减仓 |
| HUBB | HUBBELL INC | $2.94亿 | 3.16% | 561,819 | -14,092 | -2.4% | -$737.29万 | 减仓 |
| WM | WASTE MGMT INC DEL | $2.93亿 | 3.15% | 1,312,962 | -49,205 | -3.6% | -$1,096.68万 | 减仓 |
| TJX | TJX COS INC NEW | $2.88亿 | 3.10% | 1,901,496 | -506,814 | -21.0% | -$7,678.23万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2.30亿 | 2.47% | 2,540,381 | -86,934 | -3.3% | -$786.40万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $2.24亿 | 2.41% | 2,586,427 | 642,265 | 33.0% | $5,565.23万 | 加仓 |
| XYL | XYLEM INC | $2.02亿 | 2.17% | 1,707,194 | -100,254 | -5.5% | -$1,185.10万 | 减仓 |
| LOW | LOWES COS INC | $2.00亿 | 2.15% | 907,806 | -33,619 | -3.6% | -$741.27万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.96亿 | 2.11% | 492,324 | -20,039 | -3.9% | -$796.91万 | 减仓 |
| DHR | DANAHER CORP DEL | $1.90亿 | 2.05% | 999,996 | -51,434 | -4.9% | -$979.71万 | 减仓 |
| AGCO | AGCO CORP | $1.83亿 | 1.97% | 1,528,332 | -58,320 | -3.7% | -$698.09万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1.61亿 | 1.73% | 412,095 | -25,770 | -5.9% | -$1,008.77万 | 减仓 |
| FSLR | FIRST SOLAR INC | $1.55亿 | 1.66% | 655,621 | -42,931 | -6.1% | -$1,013.00万 | 减仓 |
| BALL | BALL CORP | $1.50亿 | 1.61% | 2,399,395 | -7,623 | -0.3% | -$47.57万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.45亿 | 1.56% | 249,822 | 249,822 | — | $1.45亿 | 新建仓 |
| VLTO | VERALTO CORP | $1.44亿 | 1.55% | 1,628,033 | -61,304 | -3.6% | -$543.64万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.32亿 | 1.42% | 3,101,478 | 898,077 | 40.8% | $3,832.99万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $1.09亿 | 1.18% | 2,363,387 | 2,363,387 | — | $1.09亿 | 新建仓 |
| V | VISA INC | $1.01亿 | 1.08% | 293,703 | -32,061 | -9.8% | -$1,099.98万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $9,717.66万 | 1.04% | 619,117 | -9,726 | -1.5% | -$152.66万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $9,174.15万 | 0.99% | 697,230 | -53,465 | -7.1% | -$703.49万 | 减仓 |
| CRM | SALESFORCE INC | $8,827.89万 | 0.95% | 563,506 | -45,945 | -7.5% | -$719.77万 | 减仓 |
| ORCL | ORACLE CORP | $6,292.18万 | 0.68% | 429,354 | 429,354 | — | $6,292.18万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $4,193.79万 | 0.45% | 337,013 | -345,693 | -50.6% | -$4,301.80万 | 减仓 |
| GOOGL | ALPHABET INC | $2,397.42万 | 0.26% | 67,085 | 47,661 | 245.4% | $1,703.26万 | 加仓 |
| AAPL | APPLE INC | $1,163.81万 | 0.13% | 40,220 | 24,800 | 160.8% | $717.61万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,036.26万 | 0.11% | 31,658 | 31,658 | — | $1,036.26万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $756.13万 | 0.08% | 82,108 | 82,108 | — | $756.13万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $549.74万 | 0.06% | 37,625 | -6,342 | -14.4% | -$92.66万 | 减仓 |
| NDAQ | NASDAQ INC | $315.20万 | 0.03% | 39,990 | -26,217 | -39.6% | -$206.64万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $265.68万 | 0.03% | 28,979 | -4,887 | -14.4% | -$44.80万 | 减仓 |
| ES | EVERSOURCE ENERGY | $243.66万 | 0.03% | 33,715 | -10,127 | -23.1% | -$73.19万 | 减仓 |
| INTU | INTUIT | $128.70万 | 0.01% | 4,931 | -832 | -14.4% | -$21.72万 | 减仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -15,144 | -100.0% | -$315.40万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -3,798 | -100.0% | -$217.29万 | 清仓 |