SUMITOMO LIFE INSURANCE CO
TOKYO M0 · SEC CIK 0000937760
$61.18亿2026Q2 申报市值
291持仓数
72.3%前十大占比 · 第一大 30.9%
17 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$6.15亿
SCHD 加仓+$4.48亿
RDIV 新建仓+$2.55亿
VWO 加仓+$5,171.67万
TIP 加仓+$4,661.03万
2026Q2 卖出最多 按季末市值估算
EMB 减仓-$4,314.15万
ABNB 减仓-$1,182.37万
ZTS 清仓-$767.18万
FEZ 减仓-$543.26万
GOOGL 减仓-$526.76万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AEP | AMERICAN ELEC PWR CO INC | $102.63万 | 0.02% | 7,502 | -400 | -5.1% | -$5.47万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $103.58万 | 0.02% | 8,183 | -457 | -5.3% | -$5.78万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $103.98万 | 0.02% | 11,459 | -641 | -5.3% | -$5.82万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $105.07万 | 0.02% | 5,851 | -326 | -5.3% | -$5.85万 | 减仓 |
| MFC | MANULIFE FINL CORP | $106.95万 | 0.02% | 26,401 | -1,412 | -5.1% | -$5.72万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $110.69万 | 0.02% | 4,169 | -242 | -5.5% | -$6.43万 | 减仓 |
| PFE | PFIZER INC | $111.09万 | 0.02% | 46,132 | -2,468 | -5.1% | -$5.94万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $111.18万 | 0.02% | 3,229 | -181 | -5.3% | -$6.23万 | 减仓 |
| VLO | VALERO ENERGY CORP | $111.83万 | 0.02% | 4,294 | -229 | -5.1% | -$5.96万 | 减仓 |
| CCK | CROWN HLDGS INC | $112.67万 | 0.02% | 10,076 | -563 | -5.3% | -$6.30万 | 减仓 |
| PLD | PROLOGIS INC. | $113.43万 | 0.02% | 8,373 | 8,373 | — | $113.43万 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC | $114.21万 | 0.02% | 63,697 | -12,912 | -16.9% | -$23.15万 | 减仓 |
| DCI | DONALDSON INC | $115.58万 | 0.02% | 12,875 | 12,875 | — | $115.58万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $116.44万 | 0.02% | 12,619 | -676 | -5.1% | -$6.24万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $116.92万 | 0.02% | 5,828 | -6,105 | -51.2% | -$122.48万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $117.43万 | 0.02% | 9,848 | -571 | -5.5% | -$6.81万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $120.72万 | 0.02% | 6,593 | -381 | -5.5% | -$6.98万 | 减仓 |
| NUE | NUCOR CORP | $123.40万 | 0.02% | 5,540 | -334 | -5.7% | -$7.44万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $123.94万 | 0.02% | 10,614 | -622 | -5.5% | -$7.26万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $124.18万 | 0.02% | 21,469 | -1,292 | -5.7% | -$7.47万 | 减仓 |
| DHR | DANAHER CORP DEL | $125.53万 | 0.02% | 6,590 | -397 | -5.7% | -$7.56万 | 减仓 |
| SHOP | SHOPIFY INC | $128.41万 | 0.02% | 11,246 | -651 | -5.5% | -$7.43万 | 减仓 |
| TW | TRADEWEB MKTS INC | $129.13万 | 0.02% | 12,957 | -4,514 | -25.8% | -$44.99万 | 减仓 |
| MO | ALTRIA GROUP INC | $129.86万 | 0.02% | 18,048 | -1,086 | -5.7% | -$7.81万 | 减仓 |
| LOW | LOWES COS INC | $131.30万 | 0.02% | 5,955 | -359 | -5.7% | -$7.92万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $131.90万 | 0.02% | 11,850 | -1,289 | -9.8% | -$14.35万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $131.96万 | 0.02% | 14,394 | -8,966 | -38.4% | -$82.20万 | 减仓 |
| COP | CONOCOPHILLIPS | $132.42万 | 0.02% | 12,738 | -737 | -5.5% | -$7.66万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $133.16万 | 0.02% | 7,471 | -12,404 | -62.4% | -$221.09万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $133.44万 | 0.02% | 4,038 | -250 | -5.8% | -$8.26万 | 减仓 |
| ALL | ALLSTATE CORP | $133.89万 | 0.02% | 5,627 | -326 | -5.5% | -$7.76万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $136.39万 | 0.02% | 4,850 | -293 | -5.7% | -$8.24万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $136.88万 | 0.02% | 4,595 | 4,595 | — | $136.88万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $137.11万 | 0.02% | 58,000 | -26,700 | -31.5% | -$63.12万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $137.27万 | 0.02% | 4,323 | 1,739 | 67.3% | $55.22万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $137.83万 | 0.02% | 3,002 | -796 | -21.0% | -$36.55万 | 减仓 |
| GFI | GOLD FIELDS LTD | $139.94万 | 0.02% | 41,660 | -8,550 | -17.0% | -$28.72万 | 减仓 |
| MSCI | MSCI INC | $144.49万 | 0.02% | 2,580 | -156 | -5.7% | -$8.74万 | 减仓 |
| EQIX | EQUINIX INC | $145.41万 | 0.02% | 1,395 | -88 | -5.9% | -$9.17万 | 减仓 |
| GM | GENERAL MTRS CO | $145.60万 | 0.02% | 18,889 | -1,137 | -5.7% | -$8.76万 | 减仓 |
| TER | TERADYNE INC | $147.57万 | 0.02% | 3,050 | -183 | -5.7% | -$8.85万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $147.68万 | 0.02% | 2,983 | 1,082 | 56.9% | $53.57万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $150.49万 | 0.02% | 6,059 | -4,292 | -41.5% | -$106.60万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $152.38万 | 0.02% | 18,840 | -10,560 | -35.9% | -$85.41万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $152.39万 | 0.02% | 13,570 | -5,730 | -29.7% | -$64.35万 | 减仓 |
| SO | SOUTHERN CO | $152.61万 | 0.02% | 15,945 | -960 | -5.7% | -$9.19万 | 减仓 |
| HQY | HEALTHEQUITY INC | $154.83万 | 0.03% | 17,142 | 6,274 | 57.7% | $56.67万 | 加仓 |
| BLK | BLACKROCK INC | $155.58万 | 0.03% | 1,618 | -97 | -5.7% | -$9.33万 | 减仓 |
| CVS | CVS HEALTH CORP | $156.48万 | 0.03% | 15,126 | -911 | -5.7% | -$9.42万 | 减仓 |
| DE | DEERE & CO | $157.00万 | 0.03% | 2,475 | -149 | -5.7% | -$9.45万 | 减仓 |
| QCOM | QUALCOMM INC | $160.01万 | 0.03% | 8,659 | 1,769 | 25.7% | $32.69万 | 加仓 |
| CTAS | CINTAS CORP | $163.46万 | 0.03% | 9,611 | -578 | -5.7% | -$9.83万 | 减仓 |
| NXT | NEXTPOWER INC | $163.65万 | 0.03% | 13,736 | -3,663 | -21.1% | -$43.64万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $165.47万 | 0.03% | 47,700 | 47,700 | — | $165.47万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $167.60万 | 0.03% | 5,077 | -306 | -5.7% | -$10.10万 | 减仓 |
| B | BARRICK MNG CORP | $170.01万 | 0.03% | 46,300 | -16,100 | -25.8% | -$59.12万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $170.41万 | 0.03% | 30,705 | -5,154 | -14.4% | -$28.60万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $173.47万 | 0.03% | 32,316 | -1,945 | -5.7% | -$10.44万 | 减仓 |
| PEP | PEPSICO INC | $175.40万 | 0.03% | 12,954 | -759 | -5.5% | -$10.28万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $178.76万 | 0.03% | 4,301 | -252 | -5.5% | -$10.47万 | 减仓 |
| DIS | DISNEY WALT CO | $180.18万 | 0.03% | 18,720 | -1,083 | -5.5% | -$10.42万 | 减仓 |
| CB | CHUBB LIMITED | $180.46万 | 0.03% | 5,296 | -319 | -5.7% | -$10.87万 | 减仓 |
| NTR | NUTRIEN LTD | $180.61万 | 0.03% | 28,700 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $181.63万 | 0.03% | 42,887 | -6,825 | -13.7% | -$28.90万 | 减仓 |
| CSX | CSX CORP | $184.35万 | 0.03% | 38,787 | -2,336 | -5.7% | -$11.10万 | 减仓 |
| AMGN | AMGEN INC | $184.65万 | 0.03% | 5,099 | -308 | -5.7% | -$11.15万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $185.00万 | 0.03% | 2,774 | -345 | -11.1% | -$23.01万 | 减仓 |
| BG | BUNGE GLOBAL SA | $186.62万 | 0.03% | 17,500 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $193.26万 | 0.03% | 7,105 | -470 | -6.2% | -$12.78万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $193.46万 | 0.03% | 15,313 | -923 | -5.7% | -$11.66万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $193.73万 | 0.03% | 34,551 | 10,337 | 42.7% | $57.96万 | 加仓 |
| LIN | LINDE PLC | $193.88万 | 0.03% | 3,736 | -223 | -5.6% | -$11.57万 | 减仓 |
| EOG | EOG RES INC | $197.96万 | 0.03% | 15,259 | -6,870 | -31.0% | -$89.12万 | 减仓 |
| FTNT | FORTINET INC | $199.77万 | 0.03% | 13,004 | -6,944 | -34.8% | -$106.67万 | 减仓 |
| SNPS | SYNOPSYS INC | $209.52万 | 0.03% | 4,697 | -395 | -7.8% | -$17.62万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $210.34万 | 0.03% | 4,875 | -315 | -6.1% | -$13.59万 | 减仓 |
| HEI | HEICO CORP NEW | $211.11万 | 0.03% | 5,927 | -3,898 | -39.7% | -$138.84万 | 减仓 |
| TXN | TEXAS INSTRS INC | $212.64万 | 0.03% | 7,134 | -429 | -5.7% | -$12.79万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $213.33万 | 0.03% | 5,137 | 1,299 | 33.8% | $53.95万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $218.01万 | 0.04% | 20,144 | -78 | -0.4% | -$8,442 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $221.17万 | 0.04% | 14,255 | -3,734 | -20.8% | -$57.93万 | 减仓 |
| CTVA | CORTEVA INC | $226.86万 | 0.04% | 26,800 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $231.93万 | 0.04% | 8,580 | -497 | -5.5% | -$13.43万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $232.03万 | 0.04% | 3,062 | -1,078 | -26.0% | -$81.69万 | 减仓 |
| KKR | KKR & CO INC | $234.96万 | 0.04% | 25,600 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $239.88万 | 0.04% | 9,915 | -573 | -5.5% | -$13.86万 | 减仓 |
| ORCL | ORACLE CORP | $248.90万 | 0.04% | 16,984 | -995 | -5.5% | -$14.58万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $260.35万 | 0.04% | 12,933 | -2,822 | -17.9% | -$56.81万 | 减仓 |
| NOW | SERVICENOW INC | $280.23万 | 0.05% | 28,226 | -2,263 | -7.4% | -$22.47万 | 减仓 |
| NFLX | NETFLIX INC. | $293.65万 | 0.05% | 41,128 | -2,379 | -5.5% | -$16.99万 | 减仓 |
| MRK | MERCK & CO INC | $295.14万 | 0.05% | 22,968 | -1,327 | -5.5% | -$17.05万 | 减仓 |
| SYK | STRYKER CORPORATION | $295.29万 | 0.05% | 9,379 | -585 | -5.9% | -$18.42万 | 减仓 |
| FNV | FRANCO NEV CORP | $297.38万 | 0.05% | 14,270 | 1,868 | 15.1% | $38.93万 | 加仓 |
| RY | ROYAL BK CDA | $303.71万 | 0.05% | 14,674 | -849 | -5.5% | -$17.57万 | 减仓 |
| ADI | ANALOG DEVICES INC | $305.50万 | 0.05% | 7,692 | -400 | -4.9% | -$15.89万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $307.55万 | 0.05% | 26,361 | 2,336 | 9.7% | $27.25万 | 加仓 |
| WFC | WELLS FARGO & CO | $307.92万 | 0.05% | 37,260 | -2,156 | -5.5% | -$17.82万 | 减仓 |
| TJX | TJX COS INC NEW | $309.30万 | 0.05% | 20,416 | -2,035 | -9.1% | -$30.83万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $314.64万 | 0.05% | 21,758 | -6,320 | -22.5% | -$91.39万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $316.04万 | 0.05% | 36,310 | -14,272 | -28.2% | -$124.22万 | 减仓 |