SUMITOMO LIFE INSURANCE CO
TOKYO M0 · SEC CIK 0000937760
$42.76亿2026Q1 申报市值
282持仓数
69.5%前十大占比 · 第一大 32.6%
11 / 11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
SCHD 加仓+$4.42亿
IVV 加仓+$1.82亿
AAPL 加仓+$1,036.45万
VOO 加仓+$896.33万
GEV 加仓+$854.48万
2026Q1 卖出最多 按季末市值估算
VWO 减仓-$7,120.76万
GSG 减仓-$3,549.33万
BKLN 减仓-$2,647.01万
VNQ 减仓-$2,516.23万
EMB 减仓-$1,693.27万
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 |
|---|---|---|---|---|---|---|---|---|
| TER | TERADYNE INC COM | $95.85万 | 0.02% | 3,233 | 122 | 3.9% | $3.62万 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $95.79万 | 0.02% | 27,813 | 607 | 2.2% | $2.09万 | 加仓 |
| CRM | SALESFORCE INC COM | $95.16万 | 0.02% | 5,098 | 157 | 3.2% | $2.93万 | 加仓 |
| FDX | FEDEX CORP COM | $92.57万 | 0.02% | 2,599 | 99 | 4.0% | $3.53万 | 加仓 |
| TGT | TARGET CORP COM | $92.49万 | 0.02% | 7,631 | 159 | 2.1% | $1.93万 | 加仓 |
| CI | THE CIGNA GROUP COM | $91.82万 | 0.02% | 3,442 | 95 | 2.8% | $2.53万 | 加仓 |
| HQY | HEALTHEQUITY INC COM | $90.82万 | 0.02% | 10,868 | -686 | -5.9% | -$5.73万 | 减仓 |
| USB | US BANCORP COM NEW | $90.42万 | 0.02% | 17,385 | 494 | 2.9% | $2.57万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $89.92万 | 0.02% | 3,133 | 46 | 1.5% | $1.32万 | 加仓 |
| QCOM | QUALCOMM INC COM | $88.73万 | 0.02% | 6,890 | -15,020 | -68.6% | -$193.43万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $87.30万 | 0.02% | 4,404 | 97 | 2.3% | $1.92万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $85.18万 | 0.02% | 5,190 | 149 | 3.0% | $2.45万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $84.66万 | 0.02% | 14,403 | 14,403 | — | $84.66万 | 新建仓 |
| SLB | SLB LIMITED COM STK | $83.96万 | 0.02% | 16,338 | 681 | 4.3% | $3.50万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $83.83万 | 0.02% | 2,563 | 73 | 2.9% | $2.39万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $83.32万 | 0.02% | 4,004 | 107 | 2.7% | $2.23万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $83.18万 | 0.02% | 52,383 | -37,080 | -41.4% | -$58.88万 | 减仓 |
| CMS | CMS ENERGY CORP COM | $83.15万 | 0.02% | 10,718 | 344 | 3.3% | $2.67万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $82.73万 | 0.02% | 4,794 | 127 | 2.7% | $2.19万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $81.66万 | 0.02% | 16,267 | -18,756 | -53.6% | -$94.16万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $81.08万 | 0.02% | 3,115 | 100 | 3.3% | $2.60万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU SPONSORED ADS | $80.34万 | 0.02% | 6,020 | 6,020 | — | $80.34万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $79.97万 | 0.02% | 4,033 | 99 | 2.5% | $1.96万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $78.92万 | 0.02% | 15,684 | 503 | 3.3% | $2.53万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $78.85万 | 0.02% | 4,227 | 112 | 2.7% | $2.09万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $77.74万 | 0.02% | 8,972 | 196 | 2.2% | $1.70万 | 加仓 |
| CRH | CRH PLC ORD | $77.59万 | 0.02% | 7,381 | 237 | 3.3% | $2.49万 | 加仓 |
| PCAR | PACCAR INC COM | $75.90万 | 0.02% | 6,571 | 211 | 3.3% | $2.44万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $75.61万 | 0.02% | 8,439 | 271 | 3.3% | $2.43万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $75.00万 | 0.02% | 3,588 | 141 | 4.1% | $2.95万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $72.53万 | 0.02% | 9,639 | 257 | 2.7% | $1.93万 | 加仓 |
| DHI | D R HORTON INC COM | $72.52万 | 0.02% | 5,285 | 170 | 3.3% | $2.33万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $71.92万 | 0.02% | 1,280 | 41 | 3.3% | $2.30万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $71.11万 | 0.02% | 2,584 | 2,584 | — | $71.11万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP COM | $70.76万 | 0.02% | 10,886 | 452 | 4.3% | $2.94万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $70.39万 | 0.02% | 20,992 | 714 | 3.5% | $2.39万 | 加仓 |
| D | DOMINION ENERGY INC COM | $69.41万 | 0.02% | 11,227 | 360 | 3.3% | $2.23万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $68.22万 | 0.02% | 1,901 | 50 | 2.7% | $1.79万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $67.71万 | 0.02% | 14,730 | 472 | 3.3% | $2.17万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $67.54万 | 0.02% | 3,894 | -4,321 | -52.6% | -$74.95万 | 减仓 |
| FNV | FRANCO NEV CORP COM | $66.99万 | 0.02% | 12,402 | 902 | 7.8% | $4.87万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I COM | $66.46万 | 0.02% | 2,288 | 95 | 4.3% | $2.76万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM | $66.02万 | 0.02% | 5,792 | 186 | 3.3% | $2.12万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $65.97万 | 0.02% | 9,519 | 4,741 | 99.2% | $32.86万 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $65.85万 | 0.02% | 6,741 | 217 | 3.3% | $2.12万 | 加仓 |
| NKE | NIKE INC CL B | $64.94万 | 0.02% | 12,294 | 301 | 2.5% | $1.59万 | 加仓 |
| EXC | EXELON CORP COM | $64.68万 | 0.02% | 13,194 | 550 | 4.3% | $2.70万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $64.46万 | 0.02% | 8,723 | 281 | 3.3% | $2.08万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $63.82万 | 0.01% | 826 | 19 | 2.4% | $1.47万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $62.79万 | 0.01% | 3,203 | 103 | 3.3% | $2.02万 | 加仓 |
| HSY | HERSHEY CO COM | $61.51万 | 0.01% | 2,959 | 95 | 3.3% | $1.97万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C COM | $59.50万 | 0.01% | 8,584 | 357 | 4.3% | $2.47万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $57.78万 | 0.01% | 20,124 | 647 | 3.3% | $1.86万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $55.00万 | 0.01% | 6,827 | 281 | 4.3% | $2.26万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS | $54.68万 | 0.01% | 4,176 | 134 | 3.3% | $1.75万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $54.36万 | 0.01% | 2,510 | 80 | 3.3% | $1.73万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $51.72万 | 0.01% | 3,429 | 111 | 3.3% | $1.67万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $51.06万 | 0.01% | 6,307 | 250 | 4.1% | $2.02万 | 加仓 |
| GRMN | GARMIN LTD SHS | $49.77万 | 0.01% | 2,145 | -3,784 | -63.8% | -$87.79万 | 减仓 |
| TSN | TYSON FOODS INC CL A | $49.54万 | 0.01% | 7,732 | 248 | 3.3% | $1.59万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $49.08万 | 0.01% | 8,093 | 321 | 4.1% | $1.95万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $47.67万 | 0.01% | 6,001 | 193 | 3.3% | $1.53万 | 加仓 |
| DASH | DOORDASH INC CL A | $44.56万 | 0.01% | 2,968 | 96 | 3.3% | $1.44万 | 加仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $43.65万 | 0.01% | 8,654 | 360 | 4.3% | $1.82万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $43.63万 | 0.01% | 4,675 | 194 | 4.3% | $1.81万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $37.82万 | 0.01% | 6,394 | 265 | 4.3% | $1.57万 | 加仓 |
| DG | DOLLAR GEN CORP COM | $37.80万 | 0.01% | 3,184 | 132 | 4.3% | $1.57万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $37.54万 | 0.01% | 1,386 | -1,895 | -57.8% | -$51.33万 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $36.70万 | 0.01% | 2,334 | 75 | 3.3% | $1.18万 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $36.61万 | 0.01% | 1,217 | 39 | 3.3% | $1.17万 | 加仓 |
| AVY | AVERY DENNISON CORP COM | $35.69万 | 0.01% | 2,067 | 66 | 3.3% | $1.14万 | 加仓 |
| HAL | HALLIBURTON CO COM | $34.01万 | 0.01% | 8,724 | 191 | 2.2% | $7,447 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $32.10万 | 0.01% | 277 | -623 | -69.2% | -$72.20万 | 减仓 |
| BIIB | BIOGEN INC COM | $30.65万 | 0.01% | 1,672 | 67 | 4.2% | $1.23万 | 加仓 |
| AON | AON PLC SHS CL A | $29.89万 | 0.01% | 926 | 29 | 3.2% | $9,361 | 加仓 |
| COO | COOPER COS INC COM | $29.14万 | 0.01% | 4,075 | 167 | 4.3% | $1.19万 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $28.01万 | 0.01% | 2,428 | 97 | 4.2% | $1.12万 | 加仓 |
| — | DUPONT DE NEMOURS INC COM | $22.25万 | 0.01% | 4,858 | 193 | 4.1% | $8,839 | 加仓 |
| DOV | DOVER CORP COM | $19.47万 | 0.00% | 934 | 30 | 3.3% | $6,253 | 加仓 |
| MET | METLIFE INC COM | $18.60万 | 0.00% | 2,630 | 57 | 2.2% | $4,031 | 加仓 |
| WSO | WATSCO INC COM | $18.08万 | 0.00% | 497 | 16 | 3.3% | $5,821 | 加仓 |
| WAT | WATERS CORP COM | $9.38万 | 0.00% | 315 | 315 | — | $9.38万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN COM | $0 | 0.00% | 0 | -7,512 | -100.0% | -$193.23万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN COM | $0 | 0.00% | 0 | -5,421 | -100.0% | -$120.98万 | 清仓 |
| CSGP | COSTAR GROUP INC COM | $0 | 0.00% | 0 | -14,090 | -100.0% | -$94.74万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY COM | $0 | 0.00% | 0 | -1,989 | -100.0% | -$69.72万 | 清仓 |
| POOL | POOL CORP COM | $0 | 0.00% | 0 | -2,773 | -100.0% | -$63.43万 | 清仓 |
| PYPL | PAYPAL HLDGS INC COM | $0 | 0.00% | 0 | -7,448 | -100.0% | -$43.48万 | 清仓 |
| ADBE | ADOBE INC COM | $0 | 0.00% | 0 | -1,149 | -100.0% | -$40.21万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $0 | 0.00% | 0 | -5,059 | -100.0% | -$26.12万 | 清仓 |
| IP | INTERNATIONAL PAPER CO COM | $0 | 0.00% | 0 | -4,955 | -100.0% | -$19.52万 | 清仓 |
| DUOL | DUOLINGO INC CL A COM | $0 | 0.00% | 0 | -783 | -100.0% | -$13.74万 | 清仓 |
| VEEV | VEEVA SYS INC CL A COM | $0 | 0.00% | 0 | -558 | -100.0% | -$12.46万 | 清仓 |