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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 4
增持 20
减持 121
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$37.3M
222,838
-16%
减持
ECL
ECOLAB INC
-$33.1M
186,309
-55%
减持
RUN
SUNRUN INC
-$6.8M
1,974,682
-5%
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
—
ACCENTURE PLC IRELAND
+$4.8M
119,091
+6%
增持
GIB
CGI INC
+$3.8M
286,292
+4%
减持
EBAY
EBAY INC.
-$2.2M
39,666
-56%
减持
LLY
LILLY ELI & CO
+$2.1M
25,716
-11%
减持
LKQ
LKQ CORP
-$2.1M
27,700
-57%
建仓
—
STERICYCLE INC
+$1.9M
41,830
减持
NEE
NEXTERA ENERGY INC
-$1.8M
64,407
-25%
减持
ES
EVERSOURCE ENERGY
-$1.7M
18,495
-53%
减持
MA
MASTERCARD INCORPORATED
-$1.7M
9,418
-37%
增持
ENPH
ENPHASE ENERGY INC
-$1.7M
280,021
+21%
减持
CRM
SALESFORCE INC
-$1.4M
18,064
-31%
减持
UNP
UNION PAC CORP
-$1.4M
31,650
-19%
减持
EIX
EDISON INTL
-$1.2M
11,022
-60%
减持
PLUG
PLUG POWER INC
-$1.2M
174,613
-31%
减持
V
VISA INC
-$1.2M
31,789
-18%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.1M
16,313
-62%
减持
ABBV
ABBVIE INC
-$1.1M
4,824
-55%
减持
AXP
AMERICAN EXPRESS CO
-$1.1M
31,549
-21%
减持
PKG
PACKAGING CORP AMER
-$1.1M
4,430
-62%
减持
CSX
CSX CORP
-$1.0M
29,897
-56%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$1.0M
96,584
-20%
减持
ANSS
ANSYS INC
-$1.0M
10,258
-23%
减持
NSC
NORFOLK SOUTHN CORP
-$1.0M
3,774
-57%
减持
ABT
ABBOTT LABS
-$1.0M
9,696
-52%
减持
BALL
BALL CORP
-$1.0M
12,678
-60%
减持
WAB
WABTEC
-$982.4K
6,168
-62%
减持
IP
INTERNATIONAL PAPER CO
-$974.4K
15,196
-62%
减持
AVB
AVALONBAY CMNTYS INC
-$969.5K
4,225
-60%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$968.8K
12,253
-52%
减持
PRU
PRUDENTIAL FINL INC
-$947.5K
10,235
-54%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$937.6K
4,777
-59%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$933.2K
77,545
+0%
减持
OMC
OMNICOM GROUP INC
-$889.5K
6,424
-60%
减持
MAS
MASCO CORP
-$887.4K
11,847
-62%
减持
MRK
MERCK & CO INC
-$849.0K
6,913
-55%
减持
WM
WASTE MGMT INC DEL
-$848.8K
50,319
-14%
减持
—
WESTROCK CO
-$837.2K
16,102
-62%
减持
PFE
PFIZER INC
-$833.7K
15,303
-55%
减持
ORCL
ORACLE CORP
-$788.0K
8,656
-56%
减持
—
CHARGEPOINT HOLDINGS INC
-$754.6K
113,063
-32%
减持
LULU
LULULEMON ATHLETICA INC
-$726.5K
7,078
-24%
清仓
—
SHAW COMMUNICATIONS INC
-$704.7K
0
-100%
减持
MRSH
MARSH & MCLENNAN COS INC
-$702.3K
3,831
-55%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$664.7K
658
-46%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$654.6K
58,812
-5%
减持
DAR
DARLING INGREDIENTS INC
-$643.8K
56,707
-22%
减持
MSFT
MICROSOFT CORP
-$643.5K
46,103
-19%
减持
ELV
ELEVANCE HEALTH INC
-$637.7K
1,240
-52%
增持
IEX
IDEX CORP
+$596.5K
13,711
+35%
减持
AGCO
AGCO CORP
-$588.9K
76,114
-3%
增持
GM
GENERAL MTRS CO
+$581.3K
141,611
+6%
减持
REGN
REGENERON PHARMACEUTICALS
-$573.6K
598
-51%
减持
FSLR
FIRST SOLAR INC
-$531.4K
11,991
-7%
清仓
—
EVOQUA WATER TECHNOLOGIES CO
-$519.6K
0
-100%
减持
—
BROOKFIELD RENEWABLE CORP
-$513.5K
83,540
-7%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$485.5K
6,253
-55%
减持
AMGN
AMGEN INC
-$476.9K
1,492
-55%
减持
ITRI
ITRON INC
-$455.9K
8,666
-56%
减持
BSY
BENTLEY SYS INC
+$437.1K
55,339
-7%
减持
WELL
WELLTOWER INC
-$434.5K
5,326
-56%
减持
HAIN
HAIN CELESTIAL GROUP INC
-$430.7K
83,230
-3%
减持
CI
THE CIGNA GROUP
-$419.0K
1,634
-52%
减持
MRNA
MODERNA INC
-$405.8K
2,059
-52%
清仓
—
CANADIAN PAC RY LTD
-$401.1K
0
-100%
增持
XYL
XYLEM INC
+$391.4K
31,909
+4%
减持
HUM
HUMANA INC
-$384.8K
679
-52%
减持
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$372.1K
98,027
-22%
减持
CL
COLGATE PALMOLIVE CO
-$364.1K
63,454
-9%
减持
TRMB
TRIMBLE INC
-$329.9K
68,148
-9%
减持
AFL
AFLAC INC
-$323.5K
4,407
-55%
减持
GILD
GILEAD SCIENCES INC
-$312.4K
2,168
-62%
减持
HCA
HCA HEALTHCARE INC
-$304.3K
1,231
-52%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$299.7K
3,710
减持
LUMN
LUMEN TECHNOLOGIES INC
-$299.0K
62,440
-62%
减持
SYK
STRYKER CORPORATION
-$296.1K
17,924
-11%
减持
EW
EDWARDS LIFESCIENCES CORP
-$292.8K
3,611
-53%
清仓
SRE
SEMPRA
-$291.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$281.0K
28,686
-36%
减持
PG
PROCTER AND GAMBLE CO
-$272.7K
46,698
-6%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$272.4K
11,652
-25%
减持
FTNT
FORTINET INC
-$271.9K
2,681
-62%
减持
BDX
BECTON DICKINSON & CO
-$268.6K
676
-63%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$263.5K
33,695
-9%
减持
BSX
BOSTON SCIENTIFIC CORP
-$258.4K
3,269
-62%
减持
DXCM
DEXCOM INC
-$255.6K
2,240
-52%
减持
ROP
ROPER TECHNOLOGIES INC
-$253.9K
372
-62%
减持
—
SUNNOVA ENERGY INTL INC.
-$243.0K
165,421
-21%
建仓
CAG
CONAGRA BRANDS INC
+$236.0K
7,000
减持
BIIB
BIOGEN INC
-$231.4K
838
-50%
减持
ISRG
INTUITIVE SURGICAL INC
+$223.4K
16,440
-22%
减持
CNC
CENTENE CORP DEL
-$210.9K
3,176
-53%
减持
NOW
SERVICENOW INC
+$210.0K
5,691
-11%
减持
RMD
RESMED INC
-$196.6K
845
-51%
减持
—
CYBERARK SOFTWARE LTD
-$189.2K
17,378
-12%
减持
PLD
PROLOGIS INC.
-$185.2K
3,451
-29%
增持
—
WOLFSPEED INC
-$183.3K
35,255
+7%
减持
RCI
ROGERS COMMUNICATIONS INC
-$178.7K
9,060
-29%
减持
ESS
ESSEX PPTY TR INC
-$178.4K
549
-63%
减持
AMT
AMERICAN TOWER CORP NEW
-$177.9K
1,875
-29%
减持
A
AGILENT TECHNOLOGIES INC
-$173.9K
3,711
-17%
减持
FLNC
FLUENCE ENERGY INC
-$162.4K
100,460
-28%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$156.9K
2,684
-7%
增持
EL
LAUDER ESTEE COS INC
+$145.4K
27,294
+29%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$139.2K
59,063
-0%
减持
EQH
EQUITABLE HLDGS INC
-$136.4K
15,650
-29%
减持
ILMN
ILLUMINA INC
-$122.7K
281
-63%
清仓
—
THOMSON REUTERS CORP.
-$120.8K
0
-100%
减持
TU
TELUS CORPORATION
-$120.8K
14,170
-29%
减持
BXP
BOSTON PROPERTIES INC
-$118.8K
1,369
-63%
减持
ADSK
AUTODESK INC
-$113.0K
11,648
-3%
减持
CNI
CANADIAN NATL RY CO
-$112.9K
2,474
-29%
增持
MP
MP MATERIALS CORP
-$110.0K
34,909
+8%
增持
—
PENTAIR PLC
+$108.7K
9,033
+5%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$107.1K
42
-60%
增持
—
APTIV PLC
-$105.9K
17,548
+4%
减持
—
HOLOGIC INC
-$103.3K
766
-63%
增持
BE
BLOOM ENERGY CORP
-$99.4K
97,090
+15%
减持
PAYC
PAYCOM SOFTWARE INC
-$97.8K
202
-62%
减持
IQV
IQVIA HLDGS INC
-$95.8K
308
-63%
减持
—
STERIS PLC
-$94.8K
327
-63%
减持
AOS
SMITH A O CORP
-$93.8K
840
-63%
减持
TTEK
TETRA TECH INC NEW
+$89.3K
16,505
-7%
减持
ARRY
ARRAY TECHNOLOGIES INC
-$88.7K
90,463
-7%
减持
—
LABORATORY CORP AMER HLDGS
-$87.0K
230
-63%
建仓
—
THOMSON REUTERS CORP.
+$86.6K
641
减持
RVTY
REVVITY INC
-$85.0K
357
-63%
减持
SLF
SUN LIFE FINANCIAL INC.
-$84.5K
6,152
-29%
减持
—
CERIDIAN HCM HLDG INC
-$81.0K
628
-63%
减持
GL
GLOBE LIFE INC
-$80.9K
437
-63%
增持
SG
SWEETGREEN INC
+$80.7K
15,054
+5%
减持
BAX
BAXTER INTL INC
-$79.7K
1,275
-62%
减持
—
CATALENT INC
-$77.7K
588
-63%
减持
MOH
MOLINA HEALTHCARE INC
-$68.7K
167
-62%
减持
WAT
WATERS CORP
-$66.1K
119
-62%
减持
TFX
TELEFLEX INCORPORATED
-$65.3K
148
-63%
减持
DGX
QUEST DIAGNOSTICS INC
-$64.3K
268
-63%
增持
EMN
EASTMAN CHEM CO
+$62.9K
3,481
+28%
增持
CCK
CROWN HLDGS INC
+$54.1K
6,591
+5%
增持
STKL
SUNOPTA INC
+$53.7K
36,735
+47%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$53.4K
13,243
+5%
减持
VTRS
VIATRIS INC
-$50.5K
3,234
-62%
减持
—
SPLUNK INC
+$49.8K
27,713
-8%
减持
XRAY
DENTSPLY SIRONA INC
-$45.5K
701
-63%
减持
HSIC
HENRY SCHEIN INC
-$41.6K
300
-63%
减持
CRL
CHARLES RIV LABS INTL INC
-$39.0K
115
-63%
增持
DHR
DANAHER CORPORATION
-$38.5K
4,159
+1%
增持
UNFI
UNITED NAT FOODS INC
-$38.4K
6,967
+5%