Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2021 年第 4 季到 2022 年第 1 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 8 檔
- 估計 +$1,791 萬
- 加碼
- 39 檔
- 估計 +$7,881 萬
- 減碼
- 121 檔
- 估計 −$5,714 萬
- 清倉
- 6 檔
- 估計 −$3,296 萬
總值從 $8.35 億變成 $7.47 億（−$8,803 萬 (−10.5%)），持股從 172 檔變成 174 檔（+2）。
2022 年第 1 季全部持倉2021 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 1 季，下面灰字是 2021 年第 4 季。兩季之間拆股的股票，2021 年第 4 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 322,292328,753 | −6,461−2.0% | $1.90 億$2.19 億 | −$381.6 萬 | 25.5%26.3% | −0.79 |
| ECLEcolab Inc. | 加碼歷史 | 610,338566,337 | +44,001+7.8% | $1.08 億$1.33 億 | +$776.9 萬 | 14.4%15.9% | −1.48 |
| RUNSunrun Inc. | 加碼歷史 | 1,928,1511,789,834 | +138,317+7.7% | $5,856 萬$6,139 萬 | +$420.1 萬 | 7.8%7.4% | +0.49 |
| MSFTMicrosoft Corp | 加碼歷史 | 82,75657,683 | +25,073+43.5% | $2,551 萬$1,940 萬 | +$773.0 萬 | 3.4%2.3% | +1.09 |
| GIBCgi Inc | 減碼歷史 | 263,495270,257 | −6,762−2.5% | $2,101 萬$2,393 萬 | −$53.9 萬 | 2.8%2.9% | −0.05 |
| MAMastercard Inc | 加碼歷史 | 51,64130,267 | +21,374+70.6% | $1,846 萬$1,088 萬 | +$763.8 萬 | 2.5%1.3% | +1.17 |
| NVDANVIDIA Corp | 加碼歷史 | 56,08738,400 | +17,687+46.1% | $1,530 萬$1,129 萬 | +$482.6 萬 | 2.0%1.4% | +0.70 |
| LLYEli Lilly & Co | 加碼歷史 | 41,80228,332 | +13,470+47.5% | $1,197 萬$782.5 萬 | +$385.7 萬 | 1.6%0.9% | +0.67 |
| AWKAmerican Water Works Company, Inc. | 加碼歷史 | 66,19752,096 | +14,101+27.1% | $1,096 萬$983.8 萬 | +$233.4 萬 | 1.5%1.2% | +0.29 |
| ADBEAdobe Inc. | 加碼歷史 | 21,5319,650 | +11,881+123.1% | $980.9 萬$547.2 萬 | +$541.3 萬 | 1.3%0.7% | +0.66 |
| VVisa Inc. | 加碼歷史 | 43,88721,613 | +22,274+103.1% | $973.2 萬$468.3 萬 | +$493.9 萬 | 1.3%0.6% | +0.74 |
| NEENextera Energy Inc | 加碼歷史 | 108,65564,476 | +44,179+68.5% | $920.4 萬$601.9 萬 | +$374.2 萬 | 1.2%0.7% | +0.51 |
| EBAYeBay Inc | 加碼歷史 | 159,09939,929 | +119,170+298.5% | $911.0 萬$265.5 萬 | +$682.4 萬 | 1.2%0.3% | +0.90 |
| UNPUnion Pacific Corp | 減碼歷史 | 31,62335,275 | −3,652−10.4% | $863.9 萬$888.6 萬 | −$99.8 萬 | 1.2%1.1% | +0.09 |
| DHRDanaher Corp | 加碼歷史 | 28,0123,247 | +24,765+762.7% | $821.6 萬$106.8 萬 | +$726.4 萬 | 1.1%0.1% | +0.97 |
| ELEstee Lauder Companies Inc | 加碼歷史 | 24,04716,532 | +7,515+45.5% | $654.8 萬$612.0 萬 | +$204.6 萬 | 0.9%0.7% | +0.14 |
| ISRGIntuitive Surgical Inc | 加碼歷史 | 21,04814,016 | +7,032+50.2% | $634.9 萬$503.5 萬 | +$212.1 萬 | 0.8%0.6% | +0.25 |
| WMWaste Management Inc | 加碼歷史 | 39,86839,023 | +845+2.2% | $631.9 萬$651.2 萬 | +$13.4 萬 | 0.8%0.8% | +0.07 |
| BFAMBright Horizons Family Solutions Inc. | 加碼歷史 | 42,45129,455 | +12,996+44.1% | $563.2 萬$370.7 萬 | +$172.4 萬 | 0.8%0.4% | +0.31 |
| AXPAmerican Express Co | 減碼歷史 | 30,03230,817 | −785−2.5% | $561.5 萬$504.1 萬 | −$14.7 萬 | 0.8%0.6% | +0.15 |
| ROPRoper Technologies Inc | 新進歷史 | 11,7090 | +11,709 | $552.9 萬$0 | +$552.9 萬 | 0.7%0.0% | +0.74 |
| TSLATesla, Inc. | 減碼歷史 | 4,6734,776 | −103−2.2% | $503.5 萬$504.7 萬 | −$11.1 萬 | 0.7%0.6% | +0.07 |
| SYKStryker Corp | 加碼歷史 | 18,71718,347 | +370+2.0% | $500.3 萬$490.6 萬 | +$9.89 萬 | 0.7%0.6% | +0.08 |
| CLColgate Palmolive Co | 加碼歷史 | 59,70459,539 | +165+0.3% | $452.7 萬$508.1 萬 | +$1.25 萬 | 0.6%0.6% | 0.00 |
| BMYBristol Myers Squibb Co | 減碼歷史 | 61,38262,773 | −1,391−2.2% | $448.2 萬$391.3 萬 | −$10.2 萬 | 0.6%0.5% | +0.13 |
| XIFRXPLR Infrastructure, LP | 減碼歷史 | 52,30352,950 | −647−1.2% | $435.9 萬$446.8 萬 | −$5.39 萬 | 0.6%0.5% | +0.05 |
| ITRIItron, Inc. | 減碼歷史 | 81,157156,295 | −75,138−48.1% | $427.5 萬$1,071 萬 | −$395.8 萬 | 0.6%1.3% | −0.71 |
| HCAHCA Healthcare, Inc. | 減碼歷史 | 15,83316,128 | −295−1.8% | $396.8 萬$414.3 萬 | −$7.39 萬 | 0.5%0.5% | +0.04 |
| GMGeneral Motors Co | 加碼歷史 | 90,62185,223 | +5,398+6.3% | $396.3 萬$499.6 萬 | +$23.6 萬 | 0.5%0.6% | −0.07 |
| ENPHEnphase Energy, Inc. | 減碼歷史 | 19,61520,036 | −421−2.1% | $395.7 萬$366.5 萬 | −$8.49 萬 | 0.5%0.4% | +0.09 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 29,97228,066 | +1,906+6.8% | $393.6 萬$422.8 萬 | +$25.0 萬 | 0.5%0.5% | +0.02 |
| HIGHartford Insurance Group, Inc. | 減碼歷史 | 52,62253,642 | −1,020−1.9% | $377.8 萬$370.3 萬 | −$7.32 萬 | 0.5%0.4% | +0.06 |
| PGProcter & Gamble Co | 加碼歷史 | 24,19423,681 | +513+2.2% | $369.6 萬$387.3 萬 | +$7.84 萬 | 0.5%0.5% | +0.03 |
| GDDYGoDaddy Inc. | 減碼歷史 | 43,20644,693 | −1,487−3.3% | $361.6 萬$379.2 萬 | −$12.4 萬 | 0.5%0.5% | +0.03 |
| PLUGPlug Power Inc | 加碼歷史 | 119,479102,355 | +17,124+16.7% | $341.8 萬$288.9 萬 | +$49.0 萬 | 0.5%0.3% | +0.11 |
| SPLKSplunk Inc | 加碼歷史 | 22,92422,438 | +486+2.2% | $340.6 萬$259.6 萬 | +$7.22 萬 | 0.5%0.3% | +0.15 |
| Signature BK New York N Y82669G104 | 新進– | 11,5140 | +11,514 | $337.9 萬$0 | +$337.9 萬 | 0.5%0.0% | +0.45 |
| CRMSalesforce, Inc. | 加碼歷史 | 15,33615,114 | +222+1.5% | $325.6 萬$384.0 萬 | +$4.71 萬 | 0.4%0.5% | −0.02 |
| HASIHA Sustainable Infrastructure Capital, Inc. | 加碼歷史 | 64,40958,961 | +5,448+9.2% | $305.4 萬$313.2 萬 | +$25.8 萬 | 0.4%0.4% | +0.03 |
| XYLXylem Inc. | 加碼歷史 | 33,1488,842 | +24,306+274.9% | $282.6 萬$106.0 萬 | +$207.2 萬 | 0.4%0.1% | +0.25 |
| BALLBALL Corp | 新進歷史 | 30,9140 | +30,914 | $278.2 萬$0 | +$278.2 萬 | 0.4%0.0% | +0.37 |
| ANSSAnsys Inc | 加碼歷史 | 8,3408,219 | +121+1.5% | $264.9 萬$329.6 萬 | +$3.84 萬 | 0.4%0.4% | −0.04 |
| ARRYArray Technologies, Inc. | 加碼歷史 | 227,529219,919 | +7,610+3.5% | $256.4 萬$345.0 萬 | +$8.58 萬 | 0.3%0.4% | −0.07 |
| NWSANews Corp | 減碼歷史 | 113,939116,278 | −2,339−2.0% | $252.3 萬$259.4 萬 | −$5.18 萬 | 0.3%0.3% | +0.03 |
| LULUlululemon athletica inc. | 加碼歷史 | 6,7635,303 | +1,460+27.5% | $247.0 萬$207.5 萬 | +$53.3 萬 | 0.3%0.2% | +0.08 |
| SCHWSchwab Charles Corp | 減碼歷史 | 29,22529,751 | −526−1.8% | $246.3 萬$250.2 萬 | −$4.43 萬 | 0.3%0.3% | +0.03 |
| ALLYAlly Financial Inc. | 加碼歷史 | 56,35849,465 | +6,893+13.9% | $245.0 萬$235.5 萬 | +$30.0 萬 | 0.3%0.3% | +0.05 |
| WDAYWorkday, Inc. | 加碼歷史 | 10,1619,945 | +216+2.2% | $243.3 萬$271.6 萬 | +$5.17 萬 | 0.3%0.3% | 0.00 |
| VZVerizon Communications Inc | 新進歷史 | 47,2270 | +47,227 | $240.5 萬$0 | +$240.5 萬 | 0.3%0.0% | +0.32 |
| ORCLOracle Corp | 減碼歷史 | 28,72328,997 | −274−0.9% | $237.6 萬$252.8 萬 | −$2.27 萬 | 0.3%0.3% | +0.02 |
| NOVASunnova Energy International Inc. | 加碼歷史 | 99,23882,808 | +16,430+19.8% | $228.8 萬$231.1 萬 | +$37.9 萬 | 0.3%0.3% | +0.03 |
| GENGen Digital Inc. | 減碼歷史 | 85,41586,261 | −846−1.0% | $226.5 萬$224.1 萬 | −$2.24 萬 | 0.3%0.3% | +0.03 |
| DARDarling Ingredients Inc. | 減碼歷史 | 27,76130,322 | −2,561−8.4% | $223.1 萬$210.1 萬 | −$20.6 萬 | 0.3%0.3% | +0.05 |
| LOWLowes Companies Inc | 減碼歷史 | 10,47310,639 | −166−1.6% | $211.7 萬$274.9 萬 | −$3.36 萬 | 0.3%0.3% | −0.05 |
| VFCV F Corp | 減碼歷史 | 36,44737,176 | −729−2.0% | $207.2 萬$272.2 萬 | −$4.14 萬 | 0.3%0.3% | −0.05 |
| BEPCBrookfield Renewable Corp | 減碼歷史 | 43,00045,853 | −2,853−6.2% | $188.3 萬$168.8 萬 | −$12.5 萬 | 0.3%0.2% | +0.05 |
| CMCSAComcast Corp | 減碼歷史 | 39,51839,790 | −272−0.7% | $185.0 萬$200.2 萬 | −$1.27 萬 | 0.2%0.2% | +0.01 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 33,04633,631 | −585−1.7% | $184.2 萬$213.1 萬 | −$3.26 萬 | 0.2%0.3% | −0.01 |
| TGTTarget Corp | 減碼歷史 | 8,3048,421 | −117−1.4% | $176.2 萬$194.8 萬 | −$2.48 萬 | 0.2%0.2% | 0.00 |
| ABBVAbbVie Inc. | 減碼歷史 | 10,60810,783 | −175−1.6% | $171.9 萬$146.0 萬 | −$2.84 萬 | 0.2%0.2% | +0.06 |
| PFEPfizer Inc | 減碼歷史 | 32,50133,049 | −548−1.7% | $168.2 萬$195.1 萬 | −$2.84 萬 | 0.2%0.2% | −0.01 |
| MRNAModerna, Inc. | 減碼歷史 | 9,7039,937 | −234−2.4% | $167.1 萬$252.3 萬 | −$4.03 萬 | 0.2%0.3% | −0.08 |
| WTSWatts Water Technologies Inc | 新進歷史 | 11,9620 | +11,962 | $166.9 萬$0 | +$166.9 萬 | 0.2%0.0% | +0.22 |
| DOWDow Inc. | 減碼歷史 | 25,07225,192 | −120−0.5% | $159.7 萬$142.8 萬 | −$7,643.59 | 0.2%0.2% | +0.04 |
| KMBKimberly Clark Corp | 減碼歷史 | 12,88413,080 | −196−1.5% | $158.6 萬$186.9 萬 | −$2.41 萬 | 0.2%0.2% | −0.01 |
| FSLRFirst Solar, Inc. | 減碼歷史 | 18,792154,793 | −136,001−87.9% | $157.3 萬$1,349 萬 | −$1,138 萬 | 0.2%1.6% | −1.40 |
| LUMNLumen Technologies, Inc. | 減碼歷史 | 138,917138,996 | −79−0.1% | $156.5 萬$174.4 萬 | −$889.99 | 0.2%0.2% | 0.00 |
| SYYSysco Corp | 減碼歷史 | 18,06218,217 | −155−0.9% | $147.4 萬$143.0 萬 | −$1.26 萬 | 0.2%0.2% | +0.03 |
| TRMBTrimble Inc. | 減碼歷史 | 20,41520,416 | −10.0% | $147.2 萬$178.0 萬 | −$72.1 | 0.2%0.2% | −0.02 |
| Farfetch Ltd30744W107 | 加碼– | 97,21979,177 | +18,042+22.8% | $146.9 萬$264.6 萬 | +$27.3 萬 | 0.2%0.3% | −0.12 |
| SEDGSolaredge Technologies, Inc. | 加碼歷史 | 4,5594,259 | +300+7.0% | $146.9 萬$119.4 萬 | +$9.67 萬 | 0.2%0.1% | +0.05 |
| INTCIntel Corp | 減碼歷史 | 29,09029,627 | −537−1.8% | $144.1 萬$152.5 萬 | −$2.66 萬 | 0.2%0.2% | +0.01 |
| OMCOmnicom Group Inc. | 減碼歷史 | 16,23216,242 | −10−0.1% | $137.7 萬$119.0 萬 | −$848.32 | 0.2%0.1% | +0.04 |
| ROKRockwell Automation, Inc | 減碼歷史 | 4,6274,629 | −20.0% | $129.5 萬$161.4 萬 | −$559.76 | 0.2%0.2% | −0.02 |
| BLDPBallard Power Systems Inc. | 減碼歷史 | 109,9013,051,290 | −2,941,389−96.4% | $128.0 萬$3,833 萬 | −$3,426 萬 | 0.2%4.6% | −4.42 |
| QCOMQualcomm Inc | 減碼歷史 | 8,2558,409 | −154−1.8% | $126.1 萬$153.7 萬 | −$2.35 萬 | 0.2%0.2% | −0.02 |
| CHPTChargePoint Holdings, Inc. | 加碼歷史 | 63,19448,170 | +15,024+31.2% | $125.6 萬$91.7 萬 | +$29.9 萬 | 0.2%0.1% | +0.06 |
| TXNTexas Instruments Inc | 減碼歷史 | 6,7106,835 | −125−1.8% | $123.1 萬$128.8 萬 | −$2.29 萬 | 0.2%0.2% | +0.01 |
| MRKMerck & Co., Inc. | 減碼歷史 | 14,77515,019 | −244−1.6% | $121.2 萬$115.1 萬 | −$2.00 萬 | 0.2%0.1% | +0.02 |
| BKNGBooking Holdings Inc. | 減碼歷史 | 503512 | −9−1.8% | $118.1 萬$122.8 萬 | −$2.11 萬 | 0.2%0.1% | +0.01 |
| EAElectronic Arts Inc. | 減碼歷史 | 9,2329,238 | −6−0.1% | $116.7 萬$121.8 萬 | −$758.45 | 0.2%0.1% | +0.01 |
| TFCTruist Financial Corp | 減碼歷史 | 20,59620,728 | −132−0.6% | $116.7 萬$121.3 萬 | −$7,479.32 | 0.2%0.1% | +0.01 |
| WBDWarner Bros. Discovery, Inc. | 減碼歷史 | 46,76046,788 | −28−0.1% | $116.5 萬$110.1 萬 | −$697.6 | 0.2%0.1% | +0.02 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 新進歷史 | 11,0340 | +11,034 | $115.0 萬$0 | +$115.0 萬 | 0.2%0.0% | +0.15 |
| IPGInterpublic Group of Companies, Inc. | 減碼歷史 | 32,10432,123 | −19−0.1% | $113.8 萬$120.3 萬 | −$673.5 | 0.2%0.1% | +0.01 |
| USBUS Bancorp DE | 減碼歷史 | 21,27921,427 | −148−0.7% | $113.0 萬$120.3 萬 | −$7,859.39 | 0.2%0.1% | +0.01 |
| SHLSShoals Technologies Group, Inc. | 加碼歷史 | 64,32344,323 | +20,000+45.1% | $109.6 萬$107.7 萬 | +$34.1 萬 | 0.1%0.1% | +0.02 |
| IEXIdex Corp | 不變歷史 | 5,6555,655 | 00.0% | $108.4 萬$133.6 萬 | $0 | 0.1%0.2% | −0.01 |
| CHTRCharter Communications, Inc. | 減碼歷史 | 1,9701,971 | −1−0.1% | $107.4 萬$128.5 萬 | −$545.18 | 0.1%0.2% | −0.01 |
| HAINHain Celestial Group Inc | 不變歷史 | 30,92730,927 | 00.0% | $106.3 萬$131.7 萬 | $0 | 0.1%0.2% | −0.02 |
| IBPInstalled Building Products, Inc. | 不變歷史 | 11,90811,908 | 00.0% | $100.6 萬$166.3 萬 | $0 | 0.1%0.2% | −0.06 |
| PLDPrologis, Inc. | 減碼歷史 | 6,2196,317 | −98−1.6% | $100.4 萬$106.3 萬 | −$1.58 萬 | 0.1%0.1% | +0.01 |
| AMTAmerican Tower Corp | 減碼歷史 | 3,9253,987 | −62−1.6% | $98.6 萬$116.6 萬 | −$1.56 萬 | 0.1%0.1% | −0.01 |
| AMDAdvanced Micro Devices Inc | 減碼歷史 | 8,8549,015 | −161−1.8% | $96.8 萬$129.7 萬 | −$1.76 萬 | 0.1%0.2% | −0.03 |
| DVADavita Inc. | 減碼歷史 | 8,1828,287 | −105−1.3% | $92.5 萬$94.2 萬 | −$1.19 萬 | 0.1%0.1% | +0.01 |
| TAT&T Inc. | 減碼歷史 | 38,67339,015 | −342−0.9% | $91.3 萬$95.9 萬 | −$8,074.01 | 0.1%0.1% | +0.01 |
| NEONeogenomics Inc | 加碼歷史 | 74,94964,247 | +10,702+16.7% | $91.0 萬$219.2 萬 | +$13.0 萬 | 0.1%0.3% | −0.14 |
| BCEBce Inc | 減碼歷史 | 16,12017,069 | −949−5.6% | $89.4 萬$88.8 萬 | −$5.26 萬 | 0.1%0.1% | +0.01 |
| AMATApplied Materials Inc | 減碼歷史 | 6,7806,905 | −125−1.8% | $89.3 萬$108.6 萬 | −$1.65 萬 | 0.1%0.1% | −0.01 |
| KEYKeycorp | 減碼歷史 | 39,63639,660 | −24−0.1% | $88.7 萬$91.7 萬 | −$537.09 | 0.1%0.1% | +0.01 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。