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NUANCE INVESTMENTS, LLC · 13F 持仓分析
期权收益计算器 机构排行

NUANCE INVESTMENTS, LLC

No.3843 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.88亿
环比变动 Q1 2026
-$1.29亿-18.0%
持仓股票数
52
新买入
13
加仓
14
减仓
25
清仓
4
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
QQIAGENQGEN
10.62%7.37%$6,239.3万159.6万股$5,286.3万132.0万股+27.5万股+20.87%加仓
CALIFORNIA WTR SVC GROUP COMCWT
9.07%10.14%$5,332.4万109.6万股$7,271.4万160.4万股-50.8万股-31.66%减仓
CLOROX DELCLX
8.59%7.34%$5,046.3万52.9万股$5,265.9万50.8万股+2.1万股+4.05%加仓
TTAYLOR MORRISON HOMETMHC*
6.45%$3,789.8万52.8万股$00股+52.8万股新买入
SSOLVENTUM COM SHSSOLV
4.79%6.11%$2,812.3万36.5万股$4,382.6万67.1万股-30.7万股-45.69%减仓
KENVUE COMKVUE
4.71%3.98%$2,768.1万144.8万股$2,854.1万165.6万股-20.7万股-12.51%减仓
APTARGROUPATR
3.9%2.73%$2,293.3万18.3万股$1,958.6万15.5万股+2.8万股+17.85%加仓
金佰利KMB
3.88%4.14%$2,280.8万20.8万股$2,970.5万30.8万股-10.0万股-32.52%减仓
LINDSAYLNN
3.78%2.69%$2,219.5万17.9万股$1,925.6万16.2万股+1.8万股+10.86%加仓
T赛默飞世尔TMO
3.04%2.08%$1,788.0万3.6万股$1,490.4万3.0万股+5,343股+17.62%加仓
埃森哲ACN
2.88%$1,694.9万13.6万股$00股+13.6万股新买入
BBECTON DICKINSON & COMBDX
2.49%2.34%$1,462.1万9.7万股$1,679.0万10.7万股-1.0万股-9.52%减仓
PPORTLAND GEN ELEC COM NEWPOR
2.42%0.95%$1,422.1万27.4万股$677.8万12.8万股+14.6万股+113.61%加仓
SCHEIN HENRYHSIC
2.39%1.99%$1,404.5万16.8万股$1,428.7万19.4万股-2.6万股-13.25%减仓
AVISTA COMAVA
2.01%2.03%$1,182.4万28.9万股$1,458.0万36.3万股-7.4万股-20.42%减仓
Everest再保险EG
1.73%2.44%$1,014.5万2.8万股$1,750.9万5.4万股-2.5万股-46.99%减仓
MMARTEN TRANSMRTN
1.61%8.81%$948.8万54.7万股$6,316.1万481.0万股-426.4万股-88.63%减仓
HH2O AMERICA COMHTO
1.6%3.2%$938.6万15.4万股$2,297.8万39.2万股-23.7万股-60.56%减仓
ESSENTIAL UTILSWTRG
1.56%1.09%$915.2万23.9万股$784.5万19.5万股+4.4万股+22.64%加仓
耐克NKE
1.54%0.95%$906.5万22.1万股$681.4万12.9万股+9.2万股+71.19%加仓
WERNER ENTERPRISESWERN
1.41%6.24%$828.3万19.0万股$4,471.9万152.1万股-133.1万股-87.51%减仓
BIO-TECHNETECH
1.27%$747.4万10.6万股$00股+10.6万股新买入
ALCON ORD SHSALC
1.26%$743.3万11.1万股$00股+11.1万股新买入
AALEXANDRIA REAL ESTATE EQ INARE
1.14%0.91%$669.3万12.7万股$652.8万14.1万股-1.4万股-9.96%减仓
CNH INDLCNH
1.09%1%$643.2万57.3万股$718.4万65.3万股-8.0万股-12.31%减仓
MMISSION PRODUCEAVO
1.01%0.58%$590.8万50.1万股$415.0万30.2万股+20.0万股+66.16%加仓
GRACOGGG
1%0.28%$587.7万7.8万股$197.8万2.3万股+5.4万股+232.64%加仓
奎斯特诊断DGX
0.99%0.67%$582.2万2.7万股$480.9万2.5万股+2,930股+11.94%加仓
MIDDLESEX WTRMSEX
0.82%0.42%$482.0万8.6万股$297.7万5.7万股+2.9万股+50.09%加仓
AMERICAN WTR WKS NEWAWK
0.81%0.27%$473.3万3.6万股$194.0万1.4万股+2.2万股+152.29%加仓
NORTHROP GRUMMAN COMNOC
0.79%$464.2万9,113股$00股+9,113股新买入
CAL MAINE FOODS COM NEWCALM
0.71%$418.3万5.2万股$00股+5.2万股新买入
沃特世WAT
0.69%1.68%$403.6万1.1万股$1,206.1万4.1万股-3.0万股-73.43%减仓
IiShares安硕信托IWS
0.64%0.52%$376.2万2.3万股$370.8万2.5万股-2,584股-10.16%减仓
3M COMMMM
0.57%0.54%$333.7万2.1万股$384.1万2.6万股-5,834股-22.06%减仓
DANAHER DEL COMDHR
0.56%0.26%$326.9万1.7万股$188.9万9,961股+7,201股+72.29%加仓
ALAMOALG
0.55%$323.2万2.0万股$00股+2.0万股新买入
HealthpeakDOC
0.54%0.52%$314.9万14.7万股$375.9万22.9万股-8.2万股-35.68%减仓
RREINSURANCE AMERRGA
0.53%0.55%$312.1万1.5万股$394.1万1.9万股-4,629股-23.98%减仓
TOWNEBANK PORTSMOUTH VATOWN
0.53%$310.4万8.6万股$00股+8.6万股新买入
LIVERAMPRAMP
0.52%$303.3万8.1万股$00股+8.1万股新买入
AMERICAN INTL COM NEWAIG
0.51%0.54%$298.5万4.0万股$389.2万5.2万股-1.2万股-22.57%减仓
SterisSTE
0.5%$296.3万1.4万股$00股+1.4万股新买入
WorkdayWDAY
0.49%$285.9万2.3万股$00股+2.3万股新买入
Globe LifeGL
0.33%3.05%$192.3万1.1万股$2,183.8万15.7万股-14.6万股-93.14%减仓
AGILENT TECHNOLOGIES COMA
0.3%0.52%$175.8万1.3万股$375.2万3.3万股-2.0万股-59.80%减仓
IDEXIEX
0.29%1.18%$169.3万7,459股$849.6万4.5万股-3.7万股-83.36%减仓
赛莱默XYL
0.27%$160.5万1.4万股$00股+1.4万股新买入
LAUDER ESTEE COS CL AEL
0.27%0.36%$159.7万2.0万股$257.3万3.6万股-1.6万股-43.58%减仓
爱迪生联合电气ED
0.26%$155.2万1.4万股$00股+1.4万股新买入

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