NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
PHILADELPHIA PA · SEC CIK 0000921739
$583.89亿2026Q1 申报市值
1,232持仓数
20.5%前十大占比 · 第一大 4.6%
103 / 97新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
STX 加仓+$7.05亿
META 加仓+$1.83亿
CARR 加仓+$1.55亿
INTU 加仓+$1.35亿
EW 加仓+$1.33亿
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$4.14亿
CRM 减仓-$3.01亿
U 清仓-$1.87亿
ACN 减仓-$1.74亿
GOOGL 减仓-$1.74亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPOT | SPOTIFY TECHNOLOGY S A | $2.03亿 | 0.35% | 419,242 | 153,083 | 57.5% | $7,423.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $2.03亿 | 0.35% | 691,751 | -86,170 | -11.1% | -$2,534.77万 | 减仓 |
| PLD | PROLOGIS INC. | $2.05亿 | 0.35% | 1,548,139 | -456,125 | -22.8% | -$6,029.12万 | 减仓 |
| SPGI | S&P GLOBAL INC | $2.06亿 | 0.35% | 483,224 | -2,298 | -0.5% | -$97.74万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2.11亿 | 0.36% | 2,268,759 | -521,709 | -18.7% | -$4,845.63万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $2.12亿 | 0.36% | 9,611,237 | -681,396 | -6.6% | -$1,505.88万 | 减仓 |
| CSCO | CISCO SYS INC | $2.17亿 | 0.37% | 2,798,623 | -13,870 | -0.5% | -$107.62万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2.22亿 | 0.38% | 2,768,995 | 1,659,788 | 149.6% | $1.33亿 | 加仓 |
| IDXX | IDEXX LABS INC | $2.24亿 | 0.38% | 399,376 | -32,683 | -7.6% | -$1,836.42万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $2.41亿 | 0.41% | 891,662 | -133,785 | -13.0% | -$3,618.76万 | 减仓 |
| EFG | ISHARES TR | $2.57亿 | 0.44% | 2,308,868 | -65,618 | -2.8% | -$730.79万 | 减仓 |
| ASML | ASML HOLDING N V | $2.57亿 | 0.44% | 194,837 | 6,936 | 3.7% | $916.13万 | 加仓 |
| IEFA | ISHARES TR | $2.58亿 | 0.44% | 2,852,637 | -1,105,166 | -27.9% | -$1.00亿 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $2.74亿 | 0.47% | 593,952 | -29,283 | -4.7% | -$1,349.92万 | 减仓 |
| TXN | TEXAS INSTRS INC | $2.79亿 | 0.48% | 1,437,034 | 52,114 | 3.8% | $1,011.74万 | 加仓 |
| DHR | DANAHER CORPORATION | $2.86亿 | 0.49% | 1,507,546 | -294,308 | -16.3% | -$5,580.09万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2.96亿 | 0.51% | 2,360,589 | 99,259 | 4.4% | $1,245.30万 | 加仓 |
| — | EXXON MOBIL CORP | $3.03亿 | 0.52% | 1,784,911 | -196,542 | -9.9% | -$3,334.56万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3.08亿 | 0.53% | 516,226 | -225,172 | -30.4% | -$1.35亿 | 减仓 |
| INTU | INTUIT | $3.26亿 | 0.56% | 753,125 | 312,506 | 70.9% | $1.35亿 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3.30亿 | 0.56% | 975,983 | -256,142 | -20.8% | -$8,653.50万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $3.43亿 | 0.59% | 2,182,444 | -110,928 | -4.8% | -$1,744.67万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $3.70亿 | 0.63% | 87,783 | 15,551 | 21.5% | $6,547.48万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $4.13亿 | 0.71% | 826,331 | -34,073 | -4.0% | -$1,702.49万 | 减仓 |
| NFLX | NETFLIX INC | $4.30亿 | 0.74% | 4,473,992 | 55,692 | 1.3% | $535.48万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $4.80亿 | 0.82% | 3,447,111 | -112,521 | -3.2% | -$1,568.21万 | 减仓 |
| V | VISA INC | $4.81亿 | 0.82% | 1,591,208 | -420,513 | -20.9% | -$1.27亿 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4.91亿 | 0.84% | 2,413,062 | 191,122 | 8.6% | $3,887.99万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $5.11亿 | 0.88% | 2,217,838 | -368,162 | -14.2% | -$8,484.66万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $7.07亿 | 1.21% | 1,804,383 | 1,799,482 | 36,716.6% | $7.05亿 | 加仓 |
| META | META PLATFORMS INC | $7.14亿 | 1.22% | 1,248,052 | 319,508 | 34.4% | $1.83亿 | 加仓 |
| AVGO | BROADCOM INC | $8.17亿 | 1.40% | 2,638,967 | -116,985 | -4.2% | -$3,620.80万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $9.10亿 | 1.56% | 2,692,843 | 9,270 | 0.3% | $313.28万 | 加仓 |
| AMZN | AMAZON COM INC | $12.07亿 | 2.07% | 5,797,054 | -418,867 | -6.7% | -$8,723.74万 | 减仓 |
| AAPL | APPLE INC | $13.30亿 | 2.28% | 5,239,170 | -576,836 | -9.9% | -$1.46亿 | 减仓 |
| GOOGL | ALPHABET INC | $13.75亿 | 2.35% | 4,781,128 | -604,222 | -11.2% | -$1.74亿 | 减仓 |
| MSFT | MICROSOFT CORP | $17.14亿 | 2.94% | 4,631,277 | -1,119,327 | -19.5% | -$4.14亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $26.73亿 | 4.58% | 15,327,251 | -699,109 | -4.4% | -$1.22亿 | 减仓 |