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MIROVA 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MIROVA
报告期 2026-03-31 · CIK 0001767843
持仓数
179
前50大市值合计
$1.67B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 8
增持 38
减持 99
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
BLDP
BALLARD PWR SYS INC NEW
-$37.0M
109,901
-96%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$29.0M
322,292
-2%
清仓
—
WOLFSPEED INC
-$27.6M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
ECL
ECOLAB INC
-$25.1M
610,338
+8%
减持
FSLR
FIRST SOLAR INC
-$11.9M
18,792
-88%
增持
MA
MASTERCARD INCORPORATED
+$7.6M
51,641
+71%
增持
DHR
DANAHER CORPORATION
+$7.1M
28,012
+763%
增持
EBAY
EBAY INC.
+$6.5M
159,099
+298%
减持
ITRI
ITRON INC
-$6.4M
81,157
-48%
增持
MSFT
MICROSOFT CORP
+$6.1M
82,756
+43%
建仓
ROP
ROPER TECHNOLOGIES INC
+$5.5M
11,709
增持
V
VISA INC
+$5.0M
43,887
+103%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$4.3M
21,531
+123%
增持
LLY
LILLY ELI & CO
+$4.1M
41,802
+48%
增持
NVDA
NVIDIA CORPORATION
+$4.0M
56,087
+46%
建仓
SBNY
SIGNATURE BK NEW YORK N Y
+$3.4M
11,514
增持
NEE
NEXTERA ENERGY INC
+$3.2M
108,655
+69%
减持
GIB
CGI INC
-$2.9M
263,495
-3%
增持
RUN
SUNRUN INC
-$2.8M
1,928,151
+8%
建仓
BALL
BALL CORP
+$2.8M
30,914
建仓
VZ
VERIZON COMMUNICATIONS INC
+$2.4M
47,227
清仓
HNST
HONEST CO INC
-$2.4M
0
-100%
清仓
—
MOMENTIVE GLOBAL INC
-$2.3M
0
-100%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$1.9M
42,451
+44%
增持
XYL
XYLEM INC
+$1.8M
33,148
+275%
建仓
WTS
WATTS WATER TECHNOLOGIES INC
+$1.7M
11,962
增持
ISRG
INTUITIVE SURGICAL INC
+$1.3M
21,048
+50%
增持
NEO
NEOGENOMICS INC
-$1.3M
74,949
+17%
增持
FTCHQ
FARFETCH LTD
-$1.2M
97,219
+23%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.1M
11,034
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$1.1M
66,197
+27%
增持
GM
GENERAL MTRS CO
-$1.0M
90,621
+6%
增持
ARRY
ARRAY TECHNOLOGIES INC
-$886.0K
227,529
+3%
减持
MRNA
MODERNA INC
-$852.0K
9,703
-2%
增持
—
SPLUNK INC
+$810.0K
22,924
+2%
减持
VFC
V F CORP
-$650.0K
36,447
-2%
增持
ANSS
ANSYS INC
-$647.0K
8,340
+1%
减持
LOW
LOWES COS INC
-$632.0K
10,473
-2%
增持
CRM
SALESFORCE COM INC
-$584.0K
15,336
+1%
减持
AXP
AMERICAN EXPRESS CO
+$574.0K
30,032
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$569.0K
61,382
-2%
增持
CL
COLGATE PALMOLIVE CO
-$554.0K
59,704
+0%
清仓
FLNC
FLUENCE ENERGY INC
-$551.0K
0
-100%
增持
PLUG
PLUG POWER INC
+$529.0K
119,479
+17%
建仓
AGCO
AGCO CORP
+$511.0K
3,500
建仓
MELI
MERCADOLIBRE INC
+$481.0K
405
增持
EL
LAUDER ESTEE COS INC
+$428.0K
24,047
+45%
增持
LULU
LULULEMON ATHLETICA INC
+$395.0K
6,763
+28%
增持
—
CHARGEPOINT HOLDINGS INC
+$339.0K
63,194
+31%
减持
AMD
ADVANCED MICRO DEVICES INC
-$329.0K
8,854
-2%
减持
ROK
ROCKWELL AUTOMATION INC
-$319.0K
4,627
-0%
减持
TRMB
TRIMBLE INC
-$308.0K
20,415
-0%
减持
ENPH
ENPHASE ENERGY INC
+$292.0K
19,615
-2%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$292.0K
29,972
+7%
减持
CSCO
CISCO SYS INC
-$289.0K
33,046
-2%
增持
WDAY
WORKDAY INC
-$283.0K
10,161
+2%
减持
KMB
KIMBERLY-CLARK CORP
-$283.0K
12,884
-1%
减持
QCOM
QUALCOMM INC
-$276.0K
8,255
-2%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$275.0K
4,559
+7%
减持
PFE
PFIZER INC
-$269.0K
32,501
-2%
减持
ABBV
ABBVIE INC
+$259.0K
10,608
-2%
减持
UNP
UNION PAC CORP
-$247.0K
31,623
-10%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$211.0K
1,970
-0%
减持
SHW
SHERWIN WILLIAMS CO
-$208.0K
1,900
-2%
减持
—
LAM RESEARCH CORP
-$206.0K
1,068
-2%
减持
—
BROOKFIELD RENEWABLE CORP
+$195.0K
43,000
-6%
减持
AMAT
APPLIED MATLS INC
-$193.0K
6,780
-2%
增持
WM
WASTE MGMT INC DEL
-$193.0K
39,868
+2%
减持
OMC
OMNICOM GROUP INC
+$187.0K
16,232
-0%
减持
TGT
TARGET CORP
-$186.0K
8,304
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$180.0K
3,925
-2%
减持
LUMN
LUMEN TECHNOLOGIES INC
-$179.0K
138,917
-0%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$178.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
-$177.0K
24,194
+2%
减持
GDDY
GODADDY INC
-$176.0K
43,206
-3%
减持
HCA
HCA HEALTHCARE INC
-$175.0K
15,833
-2%
减持
BNY
BANK NEW YORK MELLON CORP
-$173.0K
17,855
-2%
减持
DOW
DOW INC
+$169.0K
25,072
-0%
减持
MMM
3M CO
-$155.0K
4,880
-2%
减持
CMCSA
COMCAST CORP NEW
-$152.0K
39,518
-1%
减持
ORCL
ORACLE CORP
-$152.0K
28,723
-1%
减持
—
THOMSON REUTERS CORP.
-$143.0K
7,839
-6%
减持
MU
MICRON TECHNOLOGY INC
-$142.0K
8,365
-2%
减持
DAR
DARLING INGREDIENTS INC
+$130.0K
27,761
-8%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$109.0K
52,303
-1%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$106.0K
3,868
-2%
减持
ITW
ILLINOIS TOOL WKS INC
-$105.0K
2,492
-2%
增持
SYK
STRYKER CORPORATION
+$97.0K
18,717
+2%
减持
EQIX
EQUINIX INC
-$95.0K
815
-1%
增持
ALLY
ALLY FINL INC
+$95.0K
56,358
+14%
减持
DLR
DIGITAL RLTY TR INC
-$95.0K
2,504
-2%
减持
INTC
INTEL CORP
-$84.0K
29,090
-2%
减持
SBUX
STARBUCKS CORP
-$83.0K
3,195
-0%
减持
SRE
SEMPRA ENERGY
+$83.0K
2,303
-0%
增持
HASI
HANNON ARMSTRONG SUST INFR C
-$78.0K
64,409
+9%
减持
F
FORD MTR CO DEL
-$77.0K
19,828
-0%
减持
HIG
HARTFORD FINL SVCS GROUP INC
+$75.0K
52,622
-2%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$74.0K
4,522
-6%
减持
USB
US BANCORP DEL
-$73.0K
21,279
-1%
减持
MTB
M & T BK CORP
+$72.0K
4,572
-0%
减持
OTEX
OPEN TEXT CORP
-$72.0K
9,055
-6%
减持
NWSA
NEWS CORP NEW
-$71.0K
113,939
-2%
减持
—
INTERPUBLIC GROUP COS INC
-$65.0K
32,104
-0%
减持
—
DISCOVERY INC
+$64.0K
46,760
-0%
减持
MRK
MERCK & CO. INC
+$61.0K
14,775
-2%
减持
PLD
PROLOGIS INC.
-$59.0K
6,219
-2%
减持
ETSY
ETSY INC
-$58.0K
543
-5%
减持
VTRS
VIATRIS INC
-$58.0K
21,597
-0%
减持
TXN
TEXAS INSTRS INC
-$57.0K
6,710
-2%
减持
PPG
PPG INDS INC
-$53.0K
1,277
-0%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$52.0K
1,068
-0%
减持
EA
ELECTRONIC ARTS INC
-$51.0K
9,232
-0%
减持
EW
EDWARDS LIFESCIENCES CORP
-$48.0K
3,358
-2%
减持
BKNG
BOOKING HOLDINGS INC
-$47.0K
503
-2%
减持
TFC
TRUIST FINL CORP
-$46.0K
20,596
-1%
减持
T
AT&T INC
-$46.0K
38,673
-1%
减持
SYY
SYSCO CORP
+$44.0K
18,062
-1%
减持
CARR
CARRIER GLOBAL CORPORATION
-$44.0K
5,245
-0%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$41.0K
50,701
-0%
减持
MRSH
MARSH & MCLENNAN COS INC
-$40.0K
4,283
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$40.0K
2,056
-0%
减持
CBRE
CBRE GROUP INC
-$39.0K
2,308
-0%
减持
AMGN
AMGEN INC
+$39.0K
2,376
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$39.0K
29,225
-2%
减持
REGN
REGENERON PHARMACEUTICALS
+$38.0K
677
-2%
减持
—
WESTROCK CO
+$37.0K
13,960
-0%
减持
A
AGILENT TECHNOLOGIES INC
-$36.0K
1,305
-0%
减持
BBY
BEST BUY INC
-$36.0K
3,318
-0%
减持
STT
STATE STR CORP
-$31.0K
5,293
-0%
减持
WELL
WELLTOWER INC
+$31.0K
2,981
-0%
减持
NSC
NORFOLK SOUTHN CORP
-$30.0K
1,712
-2%
减持
KEY
KEYCORP
-$30.0K
39,636
-0%
减持
CFG
CITIZENS FINANCIAL GROUP INC
-$29.0K
14,885
-0%
减持
OTIS
OTIS WORLDWIDE CORP
-$25.0K
2,490
-0%
减持
GEN
NORTONLIFELOCK INC
+$24.0K
85,415
-1%
减持
AZO
AUTOZONE INC
-$23.0K
370
-1%
减持
—
CANADIAN PAC RY LTD
+$23.0K
2,808
-3%
增持
—
SUNNOVA ENERGY INTL INC.
-$23.0K
99,238
+20%
减持
EXPE
EXPEDIA GROUP INC
+$22.0K
2,098
-2%
减持
MET
METLIFE INC
+$20.0K
2,627
-0%
增持
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$19.0K
64,323
+45%
减持
CDW
CDW CORP
-$19.0K
734
-0%
减持
MDLZ
MONDELEZ INTL INC
-$19.0K
5,465
-0%
减持
WY
WEYERHAEUSER CO MTN BE
-$18.0K
5,578
-0%
增持
—
DANIMER SCIENTIFIC INC
-$17.0K
57,767
+38%
减持
BDX
BECTON DICKINSON & CO
+$17.0K
1,639
-2%
减持
AIG
AMERICAN INTL GROUP INC
+$17.0K
2,825
-0%
减持
BAX
BAXTER INTL INC
-$17.0K
1,972
-0%
减持
DVA
DAVITA INC
-$17.0K
8,182
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$16.0K
4,416
-0%