Ecofi Investissements SA 13F 持仓 · 2026年Q2
Ecofi Investissements SA 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 18 只证券，申报市值合计 2,797.07 万美元。前几大持仓：XYL（12.89%）、IQV（12.08%）、WM（11.87%）。本季前 25 大持仓中：增持 7 只、减持 5 只、清仓 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XYL | XYLEM | $3.6M | 12.89% | 30,500 | 增持 |
| 2 | IQV | IQVIA HOLDINGS INC | $3.4M | 12.08% | 17,500 | 增持 |
| 3 | WM | WASTE MANAGEMENT | $3.3M | 11.87% | 14,900 | 持平 |
| 4 | EME | EMCOR GROUP INC | $2.6M | 9.34% | 3,150 | 减持 |
| 5 | VLTO | VERALTO | $2.2M | 8.02% | 25,300 | 增持 |
| 6 | BSY | BENTLEY SYSTEMS INC-CLASS B | $2.2M | 7.88% | 73,800 | 增持 |
| 7 | STN | STANTEC INC | $2.1M | 7.49% | 30,500 | 增持 |
| 8 | GEHC | GE HEALTHCARE TECHNOLOGY | $1.9M | 6.77% | 29,600 | 减持 |
| 9 | CEG | CONSTELLATION ENERGY | $1.8M | 6.61% | 7,450 | 增持 |
| 10 | ZTS | ZOETIS INC | $1.4M | 5.06% | 19,700 | 持平 |
| 11 | JPM | J.P.MORGAN CHASE & CO | $1.1M | 3.92% | 3,350 | 减持 |
| 12 | CRM | SALESFORCE INC | $642,081 | 2.30% | 4,100 | 增持 |
| 13 | PLD | PROLOGIS INC | $528,148 | 1.89% | 3,900 | 减持 |
| 14 | ADBE | ADOBE SYSTEMS | $430,391 | 1.54% | 2,100 | 持平 |
| 15 | PYPL | PAYPAL HOLDINGS INC | $323,736 | 1.16% | 7,500 | 持平 |
| 16 | NVDA | NVIDIA | $170,017 | 0.61% | 850 | 持平 |
| 17 | A | AGILENT TECHNOLOGIES INC | $92,948 | 0.33% | 700 | 持平 |
| 18 | IEX | IDEX CORP | $68,061 | 0.24% | 300 | 减持 |
| 19 | BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | 清仓 |
| 20 | CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | 清仓 |
| 21 | DHR | DANAHER | $0 | 0.00% | 0 | 清仓 |
| 22 | EBAY | EBAY INC | $0 | 0.00% | 0 | 清仓 |
| 23 | ECL | ECOLAB INC | $0 | 0.00% | 0 | 清仓 |
| 24 | EL | THE ESTE LAUDER COMPANIES INC. | $0 | 0.00% | 0 | 清仓 |
| 25 | EMR | EMERSON ELECTRIC CO | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR