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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $114.65万 | 0.07% | 3,800 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $115.30万 | 0.07% | 2,774 | -16 | -0.6% | -$6,650 | 减仓 |
| GE | GE AEROSPACE | $116.72万 | 0.07% | 3,123 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $130.25万 | 0.08% | 11,164 | 1,701 | 18.0% | $19.85万 | 加仓 |
| LIN | LINDE PLC | $133.63万 | 0.08% | 2,575 | 1,050 | 68.9% | $54.49万 | 加仓 |
| BAC | BANK OF AMER CORP | $134.01万 | 0.08% | 23,519 | -902 | -3.7% | -$5.14万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $135.93万 | 0.08% | 4,563 | 1,181 | 34.9% | $35.18万 | 加仓 |
| PWR | QUANTA SVCS INC | $142.21万 | 0.08% | 1,975 | 255 | 14.8% | $18.36万 | 加仓 |
| GEV | GE VERNOVA INC | $146.97万 | 0.09% | 1,251 | 340 | 37.3% | $39.95万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $151.36万 | 0.09% | 2,947 | -182 | -5.8% | -$9.35万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $168.87万 | 0.10% | 31,500 | 31,500 | — | $168.87万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $172.21万 | 0.10% | 3,974 | 369 | 10.2% | $15.99万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $186.44万 | 0.11% | 1,993 | 378 | 23.4% | $35.36万 | 加仓 |
| WMT | WALMART INC | $189.31万 | 0.11% | 16,715 | 2,501 | 17.6% | $28.33万 | 加仓 |
| INTC | INTEL CORP | $189.74万 | 0.11% | 13,589 | -544 | -3.8% | -$7.60万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $199.51万 | 0.12% | 3,987 | -216 | -5.1% | -$10.81万 | 减仓 |
| GLW | CORNING INC | $213.44万 | 0.12% | 8,356 | -100 | -1.2% | -$2.55万 | 减仓 |
| AMAT | APPLIED MATLS INC | $219.07万 | 0.13% | 3,030 | 798 | 35.8% | $57.70万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $231.50万 | 0.13% | 2,289 | 708 | 44.8% | $71.60万 | 加仓 |
| CAT | CATERPILLAR INC | $256.64万 | 0.15% | 2,410 | 599 | 33.1% | $63.79万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $354.57万 | 0.21% | 10,000 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $368.76万 | 0.21% | 60,000 | 60,000 | — | $368.76万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $382.82万 | 0.22% | 6,590 | 1,650 | 33.4% | $95.85万 | 加仓 |
| GOOG | ALPHABET INC | $384.60万 | 0.22% | 10,885 | -323 | -2.9% | -$11.41万 | 减仓 |
| LLY | ELI LILLY & CO | $406.61万 | 0.24% | 3,390 | 491 | 16.9% | $58.89万 | 加仓 |
| TSLA | TESLA INC | $426.24万 | 0.25% | 10,134 | 953 | 10.4% | $40.08万 | 加仓 |
| META | META PLATFORMS INC | $445.62万 | 0.26% | 7,911 | 642 | 8.8% | $36.16万 | 加仓 |
| ETN | EATON CORP PLC | $483.94万 | 0.28% | 11,357 | 10,077 | 787.3% | $429.40万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $556.32万 | 0.32% | 29,200 | 29,200 | — | $556.32万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $654.60万 | 0.38% | 5,671 | 1,685 | 42.3% | $194.50万 | 加仓 |
| XYLD | GLOBAL X FDS | $726.06万 | 0.42% | 178,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $844.34万 | 0.49% | 35,426 | 3,160 | 9.8% | $75.32万 | 加仓 |
| CME | CME GROUP INC | $1,023.04万 | 0.60% | 46,327 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,365.01万 | 0.79% | 38,196 | 14,396 | 60.5% | $514.47万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,421.66万 | 0.83% | 85,766 | -85,000 | -49.8% | -$1,408.96万 | 减仓 |
| AAPL | APPLE INC | $1,483.32万 | 0.86% | 51,262 | 3,421 | 7.2% | $98.99万 | 加仓 |
| C | CITIGROUP INC | $1,535.12万 | 0.89% | 109,683 | 6,331 | 6.1% | $88.61万 | 加仓 |
| T | AT&T INC | $1,625.61万 | 0.95% | 785,318 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $1,646.59万 | 0.96% | 153,000 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1,650.44万 | 0.96% | 222,012 | 6,157 | 2.9% | $45.77万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,691.86万 | 0.99% | 133,913 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $1,747.46万 | 1.02% | 412,720 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $1,785.14万 | 1.04% | 741,336 | -2,676 | -0.4% | -$6.44万 | 减仓 |
| — | EXXON MOBIL CORP | $1,990.92万 | 1.16% | 145,620 | 1,060 | 0.7% | $14.49万 | 加仓 |
| V | VISA INC | $2,165.86万 | 1.26% | 63,128 | 782 | 1.3% | $26.83万 | 加仓 |
| SO | SOUTHERN CO | $2,189.64万 | 1.28% | 228,779 | -762 | -0.3% | -$7.29万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $2,428.61万 | 1.41% | 1,259,000 | 0 | 0.0% | — | 不变 |
| BALI | BLACKROCK ETF TRUST | $2,493.27万 | 1.45% | 737,000 | 371,000 | 101.4% | $1,255.09万 | 加仓 |
| MCD | MCDONALDS CORP | $2,829.33万 | 1.65% | 104,670 | -265 | -0.3% | -$7.16万 | 减仓 |
| PFFD | GLOBAL X FDS | $2,898.82万 | 1.69% | 1,551,000 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $2,913.32万 | 1.70% | 955,500 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $2,955.81万 | 1.72% | 99,165 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $3,012.89万 | 1.75% | 163,044 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $3,077.78万 | 1.79% | 509,566 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $3,093.67万 | 1.80% | 244,404 | 460 | 0.2% | $5.82万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,224.97万 | 1.88% | 114,682 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $3,278.96万 | 1.91% | 340,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $3,293.05万 | 1.92% | 129,663 | 1,684 | 1.3% | $42.77万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3,293.92万 | 1.92% | 240,766 | 0 | 0.0% | — | 不变 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $3,400.54万 | 1.98% | 1,063,000 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3,484.82万 | 2.03% | 617,000 | 202,000 | 48.7% | $1,140.90万 | 加仓 |
| DIV | GLOBAL X FDS | $3,568.07万 | 2.08% | 1,873,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,618.50万 | 2.11% | 75,769 | 44,769 | 144.4% | $2,138.03万 | 加仓 |
| MET | METLIFE INC | $3,764.59万 | 2.19% | 444,935 | -451 | -0.1% | -$3.82万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $3,953.77万 | 2.30% | 450,469 | 2,252 | 0.5% | $19.77万 | 加仓 |
| ABBV | ABBVIE INC | $4,314.17万 | 2.51% | 171,442 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $4,351.20万 | 2.53% | 116,648 | 2,292 | 2.0% | $85.50万 | 加仓 |
| MO | ALTRIA GROUP INC | $4,428.67万 | 2.58% | 615,521 | 3,656 | 0.6% | $26.30万 | 加仓 |
| IDV | ISHARES TR | $5,104.18万 | 2.97% | 1,232,000 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $5,194.60万 | 3.02% | 158,696 | 4,059 | 2.6% | $132.86万 | 加仓 |
| KO | COCA COLA CO | $5,615.55万 | 3.27% | 690,975 | 1,667 | 0.2% | $13.55万 | 加仓 |
| MRK | MERCK & CO INC | $5,747.11万 | 3.35% | 447,246 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $7,033.68万 | 4.10% | 351,526 | 90,842 | 34.8% | $1,817.66万 | 加仓 |
| CSCO | CISCO SYS INC | $7,051.53万 | 4.11% | 600,335 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $2.27亿 | 13.19% | 599,883 | -30,232 | -4.8% | -$1,142.01万 | 减仓 |