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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 126 项
建仓 7
增持 61
减持 36
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$19.3M
138,272
-9%
增持
NVDA
NVIDIA CORPORATION
+$16.2M
264,875
+12%
增持
MSFT
MICROSOFT CORP
+$13.5M
78,330
+15%
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
TRMB
TRIMBLE INC
+$8.8M
234,596
+71%
增持
XYL
XYLEM INC
+$8.4M
144,268
+67%
增持
BSY
BENTLEY SYS INC
+$7.4M
265,763
+51%
增持
BMI
BADGER METER INC
+$7.1M
48,417
+93%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$6.9M
34,591
+132%
增持
SFM
SPROUTS FMRS MKT INC
+$6.0M
59,975
+136%
增持
—
PENTAIR PLC
+$5.9M
77,996
+227%
增持
CL
COLGATE PALMOLIVE CO
+$5.1M
131,019
+81%
增持
EBAY
EBAY INC.
+$5.0M
148,333
+66%
增持
EMR
EMERSON ELEC CO
+$4.9M
59,054
+117%
增持
FSLR
FIRST SOLAR INC
+$4.8M
48,511
+92%
增持
ZTS
ZOETIS INC
+$4.7M
63,170
+102%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$4.4M
115,904
+45%
增持
IEX
IDEX CORP
+$4.1M
49,611
+96%
增持
WM
WASTE MGMT INC DEL
+$4.1M
83,688
+29%
增持
AVY
AVERY DENNISON CORP
+$3.9M
36,404
+163%
增持
ECL
ECOLAB INC
+$3.8M
163,663
+3%
增持
ITRI
ITRON INC
+$3.5M
39,854
+143%
增持
AXP
AMERICAN EXPRESS CO
+$3.5M
49,506
+8%
增持
WTS
WATTS WATER TECHNOLOGIES INC
+$3.1M
17,089
+210%
增持
PANW
PALO ALTO NETWORKS INC
+$2.4M
30,648
+36%
增持
GPK
GRAPHIC PACKAGING HLDG CO
+$2.4M
300,686
+99%
减持
EXPO
EXPONENT INC
-$2.4M
29,656
-47%
增持
ISRG
INTUITIVE SURGICAL INC
+$2.3M
17,327
+21%
增持
—
LINDE PLC
+$2.2M
18,269
+33%
建仓
HUBB
HUBBELL INC
+$2.0M
5,000
减持
CSCO
CISCO SYS INC
-$2.0M
7,214
-82%
增持
V
VISA INC
+$2.0M
49,953
+11%
增持
PWR
QUANTA SVCS INC
+$1.9M
13,431
+7%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.9M
10,196
+53%
增持
VITL
VITAL FARMS INC
+$1.8M
59,752
+263%
增持
NOW
SERVICENOW INC
+$1.8M
6,375
+6%
增持
VLTO
VERALTO CORP
+$1.8M
42,039
+65%
建仓
ABT
ABBOTT LABS
+$1.7M
12,671
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$1.7M
41,343
-23%
增持
PTC
PTC INC
+$1.7M
15,500
+145%
增持
TTEK
TETRA TECH INC NEW
+$1.7M
144,829
+20%
增持
SYK
STRYKER CORPORATION
+$1.7M
28,779
+10%
增持
TJX
TJX COS INC NEW
+$1.6M
28,326
+80%
增持
ENS
ENERSYS
+$1.5M
63,735
+47%
建仓
—
MEDTRONIC PLC
+$1.4M
16,401
增持
PL
PLANET LABS PBC
+$1.3M
268,777
+207%
增持
CRM
SALESFORCE INC
+$1.3M
23,410
+24%
增持
VRT
VERTIV HOLDINGS CO
+$1.2M
15,000
+50%
减持
GM
GENERAL MTRS CO
-$1.2M
103,974
-22%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$1.2M
2,860
+54%
减持
ENPH
ENPHASE ENERGY INC
-$1.2M
13,560
-51%
增持
EL
LAUDER ESTEE COS INC
+$1.1M
57,357
+7%
减持
—
FLEX LTD
+$997.9K
75,958
-10%
增持
NFLX
NETFLIX INC
+$996.9K
1,110
+111%
增持
PG
PROCTER AND GAMBLE CO
+$923.3K
54,012
+20%
减持
TPC
TUTOR PERINI CORP
+$914.2K
54,941
-23%
减持
—
TRANE TECHNOLOGIES PLC
+$904.2K
12,304
-7%
增持
—
CYBERARK SOFTWARE LTD
+$896.0K
9,877
+7%
增持
WDAY
WORKDAY INC
+$846.8K
25,377
+13%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$686.6K
4,675
-68%
建仓
UNFI
UNITED NAT FOODS INC
+$669.8K
28,736
清仓
OMC
OMNICOM GROUP INC
-$659.5K
0
-100%
清仓
KAI
KADANT INC
-$628.0K
0
-100%
增持
EMBC
EMBECTA CORP
+$627.4K
103,010
+254%
减持
VZ
VERIZON COMMUNICATIONS INC
-$619.9K
45,129
-20%
增持
CNM
CORE & MAIN INC
+$619.3K
36,026
+12%
减持
ORCL
ORACLE CORP
+$594.7K
11,130
-15%
增持
TREX
TREX CO INC
+$574.5K
36,443
+50%
减持
ALV
AUTOLIV INC
-$559.1K
2,924
-71%
建仓
MKC
MCCORMICK & CO INC
+$533.8K
7,041
增持
GDDY
GODADDY INC
+$533.3K
28,245
+12%
减持
NOVT
NOVANTA INC
-$475.3K
2,261
-62%
减持
SG
SWEETGREEN INC
-$457.6K
3,718
-82%
清仓
GEF
GREIF INC
-$452.5K
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP
-$446.2K
0
-100%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$426.4K
92,305
+13%
增持
LLY
ELI LILLY & CO
+$417.0K
28,850
+8%
增持
UNP
UNION PAC CORP
+$359.3K
30,803
+8%
增持
BNY
BANK NEW YORK MELLON CORP
+$354.0K
19,684
+15%
减持
BCC
BOISE CASCADE CO DEL
-$343.8K
4,042
-43%
清仓
—
SENSATA TECHNOLOGIES HLDG PL
-$323.4K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$297.0K
0
-100%
清仓
MRK
MERCK & CO INC
-$292.2K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$289.5K
125,912
+5%
增持
WY
WEYERHAEUSER CO MTN BE
+$280.4K
119,727
+25%
建仓
GO
GROCERY OUTLET HLDG CORP
+$273.7K
22,040
减持
NEE
NEXTERA ENERGY INC
-$264.6K
47,014
-6%
减持
MPWR
MONOLITHIC PWR SYS INC
+$243.8K
2,767
-10%
减持
ADBE
ADOBE INC
-$236.3K
895
-41%
减持
GIS
GENERAL MLS INC
-$234.2K
3,889
-47%
减持
LKQ
LKQ CORP
-$229.2K
1,794
-74%
清仓
CSX
CSX CORP
-$193.6K
0
-100%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$188.7K
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$188.2K
57,929
-15%
清仓
CNI
CANADIAN NATL RY CO
-$175.6K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$172.1K
8,842
+1%
减持
PFE
PFIZER INC
-$171.7K
68,408
-5%
清仓
NSC
NORFOLK SOUTHN CORP
-$166.0K
0
-100%
减持
BDX
BECTON DICKINSON & CO
-$164.6K
1,902
-11%
增持
EW
EDWARDS LIFESCIENCES CORP
+$144.7K
2,909
+155%
清仓
—
SMURFIT WESTROCK PLC
-$141.6K
0
-100%
增持
VOYA
VOYA FINANCIAL INC
+$129.3K
5,871
+38%
清仓
STLD
STEEL DYNAMICS INC
-$128.1K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$123.0K
4,035
+39%
减持
DHR
DANAHER CORPORATION
-$122.6K
3,459
-12%
清仓
AMGN
AMGEN INC
-$115.6K
0
-100%
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$110.8K
965
清仓
RMD
RESMED INC
-$93.1K
0
-100%
清仓
NUE
NUCOR CORP
-$88.2K
0
-100%
减持
AGCO
AGCO CORP
+$88.0K
9,787
-2%
减持
BSX
BOSTON SCIENTIFIC CORP
-$83.6K
20,194
-10%
减持
SHOP
SHOPIFY INC
-$81.4K
210
-81%
清仓
DOV
DOVER CORP
-$80.8K
0
-100%
减持
RUN
SUNRUN INC
-$66.0K
563,691
-29%
清仓
BALL
BALL CORP
-$65.4K
0
-100%
清仓
WAT
WATERS CORP
-$65.2K
0
-100%
清仓
DAR
DARLING INGREDIENTS INC
-$56.5K
0
-100%
减持
DXCM
DEXCOM INC
+$40.7K
4,844
-13%
清仓
HAIN
HAIN CELESTIAL GROUP INC
-$38.9K
0
-100%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$34.7K
0
-100%
减持
CCK
CROWN HLDGS INC
+$34.2K
3,288
-4%
减持
MP
MP MATERIALS CORP
-$30.4K
37,897
-28%
增持
LULU
LULULEMON ATHLETICA INC
-$27.4K
18,571
+18%
减持
—
ON HLDG AG
-$26.3K
9,244
-20%
减持
ADSK
AUTODESK INC
-$21.8K
1,768
-19%
减持
A
AGILENT TECHNOLOGIES INC
-$9.3K
1,770
-5%
减持
EMN
EASTMAN CHEM CO
-$8.2K
456
-5%
