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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 18
增持 41
减持 44
清仓 47
方向
标的
Δ市值
现股数(环比)
增持
ENPH
ENPHASE ENERGY INC
+$43.9M
231,109
+1200%
建仓
—
ACCENTURE PLC IRELAND
+$32.0M
111,925
减持
ECL
ECOLAB INC
-$17.2M
410,201
-30%
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
RUN
SUNRUN INC
-$5.9M
2,088,248
+4%
减持
NVDA
NVIDIA CORPORATION
+$4.7M
44,698
-16%
增持
GIB
CGI INC
+$4.1M
274,698
+6%
建仓
LKQ
LKQ CORP
+$3.7M
64,861
清仓
HD
HOME DEPOT INC
-$3.1M
0
-100%
增持
MSFT
MICROSOFT CORP
+$3.1M
56,689
+2%
增持
V
VISA INC
+$3.0M
38,602
+39%
增持
PG
PROCTER AND GAMBLE CO
+$2.9M
49,490
+69%
建仓
—
CYBERARK SOFTWARE LTD
+$2.9M
19,637
减持
ITRI
ITRON INC
-$2.6M
19,490
-73%
清仓
SPGI
S&P GLOBAL INC
-$2.6M
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$2.4M
0
-100%
建仓
—
LINDE PLC
+$2.4M
6,766
增持
AXP
AMERICAN EXPRESS CO
+$2.3M
39,781
+37%
清仓
MCO
MOODYS CORP
-$2.1M
0
-100%
增持
NOW
SERVICENOW INC
+$2.0M
6,430
+155%
清仓
KMB
KIMBERLY-CLARK CORP
-$1.9M
0
-100%
增持
EBAY
EBAY INC.
+$1.9M
89,682
+82%
建仓
—
APTIV PLC
+$1.9M
16,912
清仓
ALLY
ALLY FINL INC
-$1.8M
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$1.8M
0
-100%
清仓
LOW
LOWES COS INC
-$1.8M
0
-100%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.8M
1,213
+427%
建仓
BALL
BALL CORP
+$1.7M
31,583
建仓
WAB
WABTEC
+$1.7M
16,414
建仓
PKG
PACKAGING CORP AMER
+$1.6M
11,790
减持
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$1.6M
126,270
-31%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$1.6M
2,892
-66%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.5M
25,283
-45%
减持
CRM
SALESFORCE INC
+$1.5M
26,212
-6%
建仓
IP
INTERNATIONAL PAPER CO
+$1.5M
40,428
减持
ORCL
ORACLE CORP
-$1.4M
19,574
-51%
增持
—
BROOKFIELD RENEWABLE CORP
+$1.4M
90,035
+44%
减持
FLNC
FLUENCE ENERGY INC
-$1.4M
140,182
-43%
减持
ADSK
AUTODESK INC
-$1.4M
11,992
-42%
减持
PRU
PRUDENTIAL FINL INC
-$1.3M
22,364
-30%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.3M
43,399
+366%
增持
LULU
LULULEMON ATHLETICA INC
+$1.3M
9,351
+43%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.3M
266,480
-5%
清仓
VFC
V F CORP
-$1.1M
0
-100%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$1.1M
59,303
-12%
增持
OMC
OMNICOM GROUP INC
+$1.1M
15,908
+222%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.1M
0
-100%
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.0M
8,543
+273%
清仓
NKE
NIKE INC
-$1.0M
0
-100%
清仓
USB
US BANCORP DEL
-$1.0M
0
-100%
增持
—
WESTROCK CO
+$988.9K
42,839
+376%
清仓
KR
KROGER CO
-$974.1K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$967.1K
85,905
+27%
清仓
NFLX
NETFLIX INC
-$962.5K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$932.5K
0
-100%
清仓
HNST
HONEST CO INC
-$926.2K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$906.9K
2,585
-37%
减持
CI
THE CIGNA GROUP
-$891.2K
3,434
-36%
增持
WDAY
WORKDAY INC
+$889.8K
15,907
+11%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$882.0K
11,782
-27%
减持
PLUG
PLUG POWER INC
-$853.3K
253,484
-18%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$816.9K
0
-100%
减持
BXP
BOSTON PROPERTIES INC
-$808.8K
3,652
-75%
清仓
—
MOMENTIVE GLOBAL INC
-$789.6K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$721.0K
15,492
-1%
清仓
—
VMWARE INC
-$711.0K
0
-100%
建仓
—
SHAW COMMUNICATIONS INC
+$704.7K
23,584
清仓
EA
ELECTRONIC ARTS INC
-$703.0K
0
-100%
清仓
AZO
AUTOZONE INC
-$685.6K
0
-100%
减持
CL
COLGATE PALMOLIVE CO
-$676.7K
69,895
-7%
清仓
ITW
ILLINOIS TOOL WKS INC
-$634.5K
0
-100%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$633.7K
120,195
-14%
清仓
GEN
GEN DIGITAL INC
-$627.4K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$626.7K
0
-100%
增持
LLY
LILLY ELI & CO
-$609.8K
28,898
+0%
减持
SYK
STRYKER CORPORATION
+$602.8K
20,193
-4%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$601.9K
14,043
+213%
增持
REGN
REGENERON PHARMACEUTICALS
+$600.7K
1,221
+119%
减持
HAIN
HAIN CELESTIAL GROUP INC
-$599.2K
85,824
-33%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$596.9K
77,262
+24%
减持
ANSS
ANSYS INC
+$595.3K
13,249
-16%
建仓
RCI
ROGERS COMMUNICATIONS INC
+$592.5K
12,801
减持
FSLR
FIRST SOLAR INC
+$563.9K
12,923
-14%
清仓
MU
MICRON TECHNOLOGY INC
-$561.4K
0
-100%
建仓
EQH
EQUITABLE HLDGS INC
+$561.4K
22,112
清仓
VRSK
VERISK ANALYTICS INC
-$552.0K
0
-100%
减持
BIIB
BIOGEN INC
-$543.9K
1,691
-54%
增持
TRMB
TRIMBLE INC
+$518.1K
75,117
+11%
减持
BE
BLOOM ENERGY CORP
-$513.4K
84,638
-26%
减持
ES
EVERSOURCE ENERGY
-$512.7K
39,109
-8%
建仓
GILD
GILEAD SCIENCES INC
+$479.5K
5,779
建仓
—
PENTAIR PLC
+$474.8K
8,591
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$454.9K
61,779
+10%
清仓
MTB
M & T BK CORP
-$453.6K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$449.1K
0
-100%
减持
PLD
PROLOGIS INC.
-$444.1K
4,876
-48%
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$440.1K
166,079
增持
WM
WASTE MGMT INC DEL
+$437.4K
58,682
+1%
增持
IEX
IDEX CORP
+$436.9K
10,193
+21%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$435.3K
8,700
建仓
ROP
ROPER TECHNOLOGIES INC
+$432.8K
982
减持
AMT
AMERICAN TOWER CORP NEW
-$428.6K
2,650
-42%
减持
NSC
NORFOLK SOUTHN CORP
-$420.7K
8,844
-5%
增持
EW
EDWARDS LIFESCIENCES CORP
+$419.7K
7,656
+167%
清仓
SYY
SYSCO CORP
-$405.8K
0
-100%
清仓
MS
MORGAN STANLEY
-$402.6K
0
-100%
清仓
FITB
FIFTH THIRD BANCORP
-$399.0K
0
-100%
减持
HUM
HUMANA INC
-$395.4K
1,418
-33%
减持
CNC
CENTENE CORP DEL
-$387.2K
6,726
-32%
建仓
RMD
RESMED INC
+$381.3K
1,741
清仓
EXPE
EXPEDIA GROUP INC
-$378.9K
0
-100%
增持
GIS
GENERAL MLS INC
+$371.0K
7,775
+122%
清仓
BCE
BCE INC
-$369.5K
0
-100%
减持
PFE
PFIZER INC
-$369.0K
34,191
-1%
减持
MAS
MASCO CORP
-$368.4K
31,520
-24%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$353.7K
0
-100%
清仓
—
INTERPUBLIC GROUP COS INC
-$335.7K
0
-100%
增持
MRNA
MODERNA INC
+$335.7K
4,271
+140%
增持
DXCM
DEXCOM INC
+$329.9K
4,678
+148%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$328.8K
0
-100%
清仓
CFG
CITIZENS FINL GROUP INC
-$319.7K
0
-100%
减持
AGCO
AGCO CORP
-$313.4K
78,342
-0%
减持
VTRS
VIATRIS INC
-$303.5K
8,609
-75%
减持
HCA
HCA HEALTHCARE INC
-$300.2K
2,571
-37%
减持
ABT
ABBOTT LABS
-$296.8K
20,362
-5%
减持
CSX
CSX CORP
-$295.8K
68,268
-10%
增持
—
SUNNOVA ENERGY INTL INC.
-$291.1K
209,464
+6%
清仓
GPC
GENUINE PARTS CO
-$286.5K
0
-100%
减持
AVB
AVALONBAY CMNTYS INC
-$283.9K
10,527
-17%
清仓
KEY
KEYCORP
-$281.6K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$272.3K
0
-100%
增持
—
WOLFSPEED INC
+$269.7K
32,996
+22%
增持
MA
MASTERCARD INCORPORATED
+$268.7K
14,987
+1%
清仓
AVGO
BROADCOM INC
-$259.4K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$259.4K
0
-100%
增持
—
CANADIAN PAC RY LTD
+$257.8K
5,213
+171%
清仓
KDP
KEURIG DR PEPPER INC
-$253.6K
0
-100%
增持
CNI
CANADIAN NATL RY CO
+$252.6K
3,496
+160%
增持
CCK
CROWN HLDGS INC
+$247.1K
6,268
+90%
增持
—
EVOQUA WATER TECHNOLOGIES CO
+$242.4K
10,451
+49%
增持
AFL
AFLAC INC
+$239.5K
9,782
+80%
清仓
PPG
PPG INDS INC
-$239.2K
0
-100%
减持
ARRY
ARRAY TECHNOLOGIES INC
+$238.9K
97,496
-1%
增持
DAR
DARLING INGREDIENTS INC
+$237.6K
72,965
+14%
增持
ISRG
INTUITIVE SURGICAL INC
+$235.4K
21,130
+9%
清仓
CSCO
CISCO SYS INC
-$225.6K
0
-100%
减持
SRE
SEMPRA
-$223.8K
1,925
-42%
增持
—
CHARGEPOINT HOLDINGS INC
+$219.0K
166,997
+4%
清仓
BNY
BANK NEW YORK MELLON CORP
-$218.5K
0
-100%
减持
ESS
ESSEX PPTY TR INC
-$214.7K
1,468
-40%
清仓
HPQ
HP INC
-$214.2K
0
-100%