FUKOKU MUTUAL LIFE INSURANCE Co
TOKYO M0 · SEC CIK 0001033324
$17.17亿2026Q2 申报市值
256持仓数
41.6%前十大占比 · 第一大 13.2%
29 / 19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
TSM 加仓+$2,138.03万
NVDA 加仓+$1,817.66万
BALI 加仓+$1,255.09万
JEPI 加仓+$1,140.90万
XLK 新建仓+$556.32万
2026Q2 卖出最多 按季末市值估算
IYR 清仓-$2,297.81万
CVX 减仓-$1,408.96万
AVGO 减仓-$1,142.01万
BSX 清仓-$46.78万
ANET 减仓-$43.49万
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 |
|---|---|---|---|---|---|---|---|---|
| HOOD | ROBINHOOD MKTS INC | $28.34万 | 0.02% | 2,826 | 0 | 0.0% | — | 重新持有 |
| PCAR | PACCAR INC | $28.52万 | 0.02% | 2,374 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $28.68万 | 0.02% | 868 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $28.78万 | 0.02% | 4,975 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $28.83万 | 0.02% | 1,730 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $29.08万 | 0.02% | 652 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $29.20万 | 0.02% | 1,168 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $29.36万 | 0.02% | 173 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $29.59万 | 0.02% | 6,560 | 6,560 | — | $29.59万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $29.97万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $30.00万 | 0.02% | 397 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $30.58万 | 0.02% | 3,008 | 105 | 3.6% | $1.07万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $30.96万 | 0.02% | 4,923 | 190 | 4.0% | $1.19万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $31.04万 | 0.02% | 3,386 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $31.33万 | 0.02% | 5,900 | 5,900 | — | $31.33万 | 新建仓 |
| BX | BLACKSTONE INC | $31.39万 | 0.02% | 2,668 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $31.55万 | 0.02% | 6,638 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $31.78万 | 0.02% | 1,860 | 1,860 | — | $31.78万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $31.81万 | 0.02% | 1,183 | -269 | -18.5% | -$7.23万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $32.23万 | 0.02% | 2,206 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $32.42万 | 0.02% | 670 | 670 | — | $32.42万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $33.18万 | 0.02% | 1,096 | 1,096 | — | $33.18万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $33.37万 | 0.02% | 1,051 | -33 | -3.0% | -$1.05万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $33.52万 | 0.02% | 658 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $33.70万 | 0.02% | 687 | 102 | 17.4% | $5.00万 | 加仓 |
| NET | CLOUDFLARE INC | $33.73万 | 0.02% | 1,375 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $33.88万 | 0.02% | 1,376 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $34.17万 | 0.02% | 3,711 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $35.04万 | 0.02% | 6,082 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $35.37万 | 0.02% | 1,604 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $35.41万 | 0.02% | 2,305 | -561 | -19.6% | -$8.62万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $35.56万 | 0.02% | 4,381 | -266 | -5.7% | -$2.16万 | 减仓 |
| TFC | TRUIST FINL CORP | $35.87万 | 0.02% | 7,199 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $36.42万 | 0.02% | 2,247 | 2,247 | — | $36.42万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $36.67万 | 0.02% | 380 | 380 | — | $36.67万 | 新建仓 |
| DHR | DANAHER CORP DEL | $36.84万 | 0.02% | 1,934 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $38.16万 | 0.02% | 1,715 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $38.19万 | 0.02% | 6,163 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $38.56万 | 0.02% | 1,730 | -338 | -16.3% | -$7.53万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $39.64万 | 0.02% | 1,976 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $39.96万 | 0.02% | 3,910 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $40.01万 | 0.02% | 409 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $40.62万 | 0.02% | 1,192 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $40.65万 | 0.02% | 789 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $40.83万 | 0.02% | 3,014 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $40.86万 | 0.02% | 1,645 | 630 | 62.1% | $15.65万 | 加仓 |
| COP | CONOCOPHILLIPS | $41.85万 | 0.02% | 4,026 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $41.98万 | 0.02% | 4,058 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $42.70万 | 0.02% | 8,400 | 8,400 | — | $42.70万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $42.85万 | 0.02% | 2,404 | -846 | -26.0% | -$15.08万 | 减仓 |
| UNP | UNION PAC CORP | $43.71万 | 0.03% | 1,607 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $43.76万 | 0.03% | 2,003 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $43.96万 | 0.03% | 2,806 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $43.98万 | 0.03% | 6,095 | -78 | -1.3% | -$5,628 | 减仓 |
| FIX | COMFORT SYS USA INC | $44.40万 | 0.03% | 224 | 27 | 13.7% | $5.35万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $44.43万 | 0.03% | 4,896 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $44.55万 | 0.03% | 1,094 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $45.91万 | 0.03% | 1,804 | -929 | -34.0% | -$23.64万 | 重新持有 |
| SCHW | SCHWAB CHARLES CORP | $46.60万 | 0.03% | 5,050 | -127 | -2.5% | -$1.17万 | 减仓 |
| NOW | SERVICENOW INC | $46.71万 | 0.03% | 4,705 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $49.07万 | 0.03% | 5,254 | -180 | -3.3% | -$1.68万 | 减仓 |
| TMUS | T-MOBILE US INC | $50.64万 | 0.03% | 3,019 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $50.81万 | 0.03% | 801 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $50.87万 | 0.03% | 1,504 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $51.11万 | 0.03% | 1,460 | 464 | 46.6% | $16.24万 | 加仓 |
| DIS | DISNEY WALT CO | $51.14万 | 0.03% | 5,313 | -329 | -5.8% | -$3.17万 | 减仓 |
| AMGN | AMGEN INC | $52.22万 | 0.03% | 1,442 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $52.62万 | 0.03% | 2,431 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $53.24万 | 0.03% | 1,234 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $53.90万 | 0.03% | 3,981 | -79 | -1.9% | -$1.07万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $54.19万 | 0.03% | 2,281 | 736 | 47.6% | $17.48万 | 加仓 |
| WELL | WELLTOWER INC | $56.27万 | 0.03% | 2,479 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $56.86万 | 0.03% | 5,916 | 2,053 | 53.1% | $19.73万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $57.06万 | 0.03% | 3,359 | -2,560 | -43.3% | -$43.49万 | 减仓 |
| ADI | ANALOG DEVICES INC | $57.31万 | 0.03% | 1,443 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $60.06万 | 0.03% | 1,198 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $60.07万 | 0.03% | 1,223 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $60.77万 | 0.04% | 583 | 250 | 75.1% | $26.06万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $61.59万 | 0.04% | 807 | 807 | — | $61.59万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $63.85万 | 0.04% | 1,907 | 531 | 38.6% | $17.78万 | 加仓 |
| MS | MORGAN STANLEY | $67.67万 | 0.04% | 3,237 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $68.11万 | 0.04% | 955 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $69.21万 | 0.04% | 8,375 | -878 | -9.5% | -$7.26万 | 减仓 |
| BLK | BLACKROCK INC | $70.67万 | 0.04% | 735 | 150 | 25.6% | $14.42万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $74.09万 | 0.04% | 4,000 | 4,000 | — | $74.09万 | 新建仓 |
| DDOG | DATADOG INC | $74.80万 | 0.04% | 2,873 | 2,873 | — | $74.80万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $75.56万 | 0.04% | 1,900 | 406 | 27.2% | $16.15万 | 加仓 |
| APH | AMPHENOL CORP | $75.82万 | 0.04% | 4,300 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $76.05万 | 0.04% | 5,020 | 64 | 1.3% | $9,696 | 加仓 |
| ORCL | ORACLE CORP | $76.87万 | 0.04% | 5,245 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $83.87万 | 0.05% | 4,636 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $86.10万 | 0.05% | 5,954 | 1,212 | 25.6% | $17.53万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $87.08万 | 0.05% | 1,753 | 356 | 25.5% | $17.68万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $87.79万 | 0.05% | 2,339 | 541 | 30.1% | $20.30万 | 加仓 |
| RTX | RTX CORPORATION | $92.47万 | 0.05% | 4,874 | -437 | -8.2% | -$8.29万 | 减仓 |
| HD | HOME DEPOT INC | $103.48万 | 0.06% | 2,934 | -900 | -23.5% | -$31.74万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $106.30万 | 0.06% | 6,700 | 6,700 | — | $106.30万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $110.12万 | 0.06% | 3,229 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $110.46万 | 0.06% | 15,471 | -54 | -0.3% | -$3,856 | 减仓 |
| PG | PROCTER & GAMBLE CO | $114.23万 | 0.07% | 7,790 | 1,069 | 15.9% | $15.68万 | 加仓 |