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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
增持 29
减持 85
清仓 36
方向
标的
Δ市值
现股数(环比)
增持
ENPH
ENPHASE ENERGY INC
-$11.7M
293,116
+5%
增持
RUN
SUNRUN INC
-$9.8M
2,028,968
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$9.8M
210,404
-6%
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。
减持
ECL
ECOLAB INC
-$6.9M
164,581
-12%
减持
MSFT
MICROSOFT CORP
-$3.8M
37,594
-18%
增持
TRMB
TRIMBLE INC
+$3.2M
125,655
+84%
减持
NEE
NEXTERA ENERGY INC
-$2.7M
35,786
-44%
减持
NVDA
NVIDIA CORPORATION
-$2.6M
21,903
-24%
增持
IEX
IDEX CORP
+$2.6M
26,647
+94%
增持
TTEK
TETRA TECH INC NEW
+$2.6M
34,597
+110%
减持
MA
MASTERCARD INCORPORATED
-$2.0M
4,394
-53%
减持
WM
WASTE MGMT INC DEL
-$1.9M
45,013
-11%
增持
GIB
CGI INC
-$1.8M
286,559
+0%
增持
ANSS
ANSYS INC
+$1.8M
17,572
+71%
减持
XYL
XYLEM INC
-$1.8M
19,348
-39%
增持
ADSK
AUTODESK INC
+$1.7M
19,780
+70%
增持
—
APTIV PLC
+$1.6M
34,306
+95%
增持
FSLR
FIRST SOLAR INC
+$1.6M
23,911
+99%
减持
UNP
UNION PAC CORP
-$1.3M
25,209
-20%
减持
LKQ
LKQ CORP
-$1.3M
5,700
-79%
增持
BSY
BENTLEY SYS INC
+$1.3M
86,216
+56%
减持
EBAY
EBAY INC.
-$1.3M
10,224
-74%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$1.3M
57,485
-2%
增持
—
BROOKFIELD RENEWABLE CORP
+$1.2M
159,361
+91%
减持
V
VISA INC
-$1.2M
27,691
-13%
增持
EL
LAUDER ESTEE COS INC
-$1.2M
28,929
+6%
减持
AXP
AMERICAN EXPRESS CO
-$1.1M
29,334
-7%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.1M
15,518
-6%
减持
AGCO
AGCO CORP
-$1.0M
75,913
-0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$975.1K
236
-64%
增持
DAR
DARLING INGREDIENTS INC
+$960.4K
87,696
+55%
增持
AMRC
AMERESCO INC
+$957.7K
64,706
+105%
增持
BE
BLOOM ENERGY CORP
+$948.0K
191,212
+97%
减持
ES
EVERSOURCE ENERGY
-$932.7K
6,517
-65%
减持
CL
COLGATE PALMOLIVE CO
-$928.9K
55,683
-12%
减持
LLY
ELI LILLY & CO
+$921.1K
24,168
-6%
减持
CRM
SALESFORCE INC
-$920.3K
14,281
-21%
减持
PG
PROCTER AND GAMBLE CO
-$858.0K
42,698
-9%
减持
SYK
STRYKER CORPORATION
-$798.5K
17,089
-5%
减持
CSX
CSX CORP
-$795.8K
7,273
-76%
减持
ORCL
ORACLE CORP
-$794.2K
2,234
-74%
减持
ADBE
ADOBE INC
-$739.4K
9,724
-17%
减持
HAIN
HAIN CELESTIAL GROUP INC
-$739.0K
29,146
-65%
增持
MP
MP MATERIALS CORP
+$736.4K
80,374
+130%
增持
ARRY
ARRAY TECHNOLOGIES INC
+$729.1K
124,992
+38%
减持
AVB
AVALONBAY CMNTYS INC
-$719.6K
466
-89%
减持
ABT
ABBOTT LABS
-$717.0K
3,511
-64%
减持
NSC
NORFOLK SOUTHN CORP
-$703.2K
775
-79%
减持
EIX
EDISON INTL
-$684.8K
1,274
-88%
清仓
MAS
MASCO CORP
-$679.8K
0
-100%
清仓
WAB
WABTEC
-$676.4K
0
-100%
减持
BALL
BALL CORP
-$668.8K
1,389
-89%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$606.7K
0
-100%
减持
PRU
PRUDENTIAL FINL INC
-$604.6K
3,144
-69%
减持
MRK
MERCK & CO INC
-$603.6K
1,885
-73%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$595.7K
81,797
+5%
清仓
PKG
PACKAGING CORP AMER
-$585.5K
0
-100%
减持
OMC
OMNICOM GROUP INC
-$554.1K
767
-88%
减持
MRSH
MARSH & MCLENNAN COS INC
-$517.1K
1,069
-72%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$509.4K
4,724
-61%
减持
NOW
SERVICENOW INC
-$488.3K
4,848
-15%
减持
ITRI
ITRON INC
-$485.2K
2,305
-73%
清仓
IP
INTERNATIONAL PAPER CO
-$483.4K
0
-100%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$481.7K
604
-87%
增持
—
WOLFSPEED INC
+$475.6K
63,923
+81%
清仓
—
WESTROCK CO
-$468.1K
0
-100%
减持
ABBV
ABBVIE INC
-$452.4K
1,325
-73%
增持
—
SUNNOVA ENERGY INTL INC.
-$446.6K
246,630
+49%
减持
PFE
PFIZER INC
-$421.7K
4,210
-72%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
-$375.8K
103,961
+76%
减持
ELV
ELEVANCE HEALTH INC
-$353.2K
454
-63%
减持
—
LINDE PLC
-$335.9K
5,523
-12%
增持
—
ACCENTURE PLC IRELAND
+$323.1K
120,713
+1%
减持
DHR
DANAHER CORPORATION
-$322.3K
2,724
-35%
减持
WELL
WELLTOWER INC
-$319.4K
1,360
-74%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$296.0K
1,678
-73%
减持
CI
THE CIGNA GROUP
-$289.4K
591
-64%
减持
HCA
HCA HEALTHCARE INC
-$261.7K
455
-63%
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$259.6K
126,140
+31%
减持
EW
EDWARDS LIFESCIENCES CORP
-$253.1K
1,263
-65%
减持
REGN
REGENERON PHARMACEUTICALS
-$238.8K
232
-61%
减持
AMGN
AMGEN INC
-$221.1K
410
-73%
增持
—
STERICYCLE INC
+$219.5K
48,357
+16%
减持
AFL
AFLAC INC
-$211.1K
1,258
-71%
减持
DXCM
DEXCOM INC
-$210.3K
831
-63%
清仓
FTNT
FORTINET INC
-$202.7K
0
-100%
减持
HUM
HUMANA INC
-$184.4K
245
-64%
清仓
ROP
ROPER TECHNOLOGIES INC
-$178.9K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$178.5K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$176.8K
0
-100%
增持
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$170.8K
146,649
+50%
减持
MRNA
MODERNA INC
-$169.1K
785
-62%
清仓
GILD
GILEAD SCIENCES INC
-$167.1K
0
-100%
减持
BIIB
BIOGEN INC
-$149.8K
346
-59%
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$141.1K
0
-100%
减持
CNC
CENTENE CORP DEL
-$137.0K
1,121
-65%
减持
RMD
RESMED INC
-$135.7K
331
-61%
减持
RCI
ROGERS COMMUNICATIONS INC
-$132.5K
7,294
-19%
减持
GIS
GENERAL MLS INC
-$129.0K
7,783
-5%
增持
PLUG
PLUG POWER INC
+$128.6K
255,641
+46%
清仓
ESS
ESSEX PPTY TR INC
-$128.6K
0
-100%
减持
STKL
SUNOPTA INC
-$127.9K
34,974
-5%
减持
AMT
AMERICAN TOWER CORP NEW
-$115.5K
1,509
-20%
减持
PLD
PROLOGIS INC.
-$111.5K
2,778
-20%
减持
A
AGILENT TECHNOLOGIES INC
-$110.0K
3,007
-19%
增持
—
CHARGEPOINT HOLDINGS INC
+$102.3K
220,539
+95%
减持
TU
TELUS CORPORATION
-$88.9K
11,407
-19%
减持
CNI
CANADIAN NATL RY CO
-$83.7K
1,992
-19%
清仓
BXP
BOSTON PROPERTIES INC
-$78.8K
0
-100%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$78.7K
2,970
-20%
减持
SLF
SUN LIFE FINANCIAL INC.
-$78.3K
4,953
-19%
清仓
—
STERIS PLC
-$73.6K
0
-100%
减持
SXT
SENSIENT TECHNOLOGIES CORP
-$71.7K
4,412
-5%
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$70.8K
12,608
-5%
清仓
IQV
IQVIA HLDGS INC
-$69.2K
0
-100%
减持
EQH
EQUITABLE HLDGS INC
-$67.4K
12,599
-19%
减持
GPK
GRAPHIC PACKAGING HLDG CO
-$65.2K
22,011
-5%
清仓
PAYC
PAYCOM SOFTWARE INC
-$64.9K
0
-100%
清仓
—
HOLOGIC INC
-$62.0K
0
-100%
清仓
AOS
SMITH A O CORP
-$61.1K
0
-100%
清仓
BAX
BAXTER INTL INC
-$58.1K
0
-100%
清仓
—
LABORATORY CORP AMER HLDGS
-$55.5K
0
-100%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$55.1K
0
-100%
减持
CAG
CONAGRA BRANDS INC
-$53.3K
6,664
-5%
清仓
ILMN
ILLUMINA INC
-$52.7K
0
-100%
清仓
MOH
MOLINA HEALTHCARE INC
-$50.3K
0
-100%
清仓
GL
GLOBE LIFE INC
-$47.9K
0
-100%
减持
UNFI
UNITED NAT FOODS INC
-$42.4K
6,633
-5%
清仓
RVTY
REVVITY INC
-$42.4K
0
-100%
清仓
—
CERIDIAN HCM HLDG INC
-$42.1K
0
-100%
清仓
DGX
QUEST DIAGNOSTICS INC
-$37.7K
0
-100%
减持
EMN
EASTMAN CHEM CO
-$37.1K
3,315
-5%
清仓
TFX
TELEFLEX INCORPORATED
-$35.8K
0
-100%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$33.3K
5,319
+98%
清仓
VTRS
VIATRIS INC
-$32.3K
0
-100%
清仓
WAT
WATERS CORP
-$31.7K
0
-100%
减持
WY
WEYERHAEUSER CO MTN BE
-$28.7K
2,618
-19%
清仓
XRAY
DENTSPLY SIRONA INC
-$28.1K
0
-100%
减持
—
PENTAIR PLC
-$26.7K
8,600
-5%
清仓
—
CATALENT INC
-$25.5K
0
-100%
减持
SG
SWEETGREEN INC
-$24.6K
14,332
-5%
清仓
HSIC
HENRY SCHEIN INC
-$24.3K
0
-100%
清仓
CRL
CHARLES RIV LABS INTL INC
-$24.2K
0
-100%
减持
—
THOMSON REUTERS CORP.
-$24.1K
509
-21%
减持
EQR
EQUITY RESIDENTIAL
-$23.8K
1,029
-19%
减持
VTR
VENTAS INC
-$23.0K
1,387
-19%
减持
MFC
MANULIFE FINL CORP
-$21.2K
4,126
-19%
清仓
DVA
DAVITA INC
-$19.5K
0
-100%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$17.3K
4,952
-19%
减持
CCK
CROWN HLDGS INC
-$17.3K
6,276
-5%