Nippon Life Global Investors Americas, Inc.
New York NY · SEC CIK 0001040190
$22.18亿2026Q1 申报市值
106持仓数
47.1%前十大占比 · 第一大 8.9%
12 / 14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
GE 新建仓+$4,880.97万
PG 加仓+$4,094.15万
V 加仓+$3,630.20万
AAPL 加仓+$2,522.93万
META 加仓+$2,363.47万
2026Q1 卖出最多 按季末市值估算
MMM 清仓-$5,824.60万
WMT 减仓-$4,584.84万
MA 减仓-$3,404.18万
TJX 减仓-$2,997.25万
CAH 减仓-$2,677.51万
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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $3,688.03万 | 1.66% | 185,300 | 19,020 | 11.4% | $378.56万 | 加仓 |
| V | VISA INC | $3,738.10万 | 1.69% | 123,680 | 120,110 | 3,364.4% | $3,630.20万 | 加仓 |
| CAT | CATERPILLAR INC | $4,009.88万 | 1.81% | 56,600 | -10,660 | -15.8% | -$755.22万 | 减仓 |
| AON | AON PLC | $4,217.44万 | 1.90% | 130,660 | 31,690 | 32.0% | $1,022.89万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $4,226.03万 | 1.91% | 292,580 | 283,450 | 3,104.6% | $4,094.15万 | 加仓 |
| MDT | MEDTRONIC PLC | $4,254.34万 | 1.92% | 486,990 | -6,930 | -1.4% | -$60.54万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $4,273.94万 | 1.93% | 50,520 | -4,380 | -8.0% | -$370.54万 | 减仓 |
| APH | AMPHENOL CORP | $4,452.53万 | 2.01% | 351,770 | -56,860 | -13.9% | -$719.71万 | 减仓 |
| GE | GE AEROSPACE | $4,880.97万 | 2.20% | 171,750 | 171,750 | — | $4,880.97万 | 新建仓 |
| C | CITIGROUP INC | $5,849.80万 | 2.64% | 515,810 | -170,930 | -24.9% | -$1,938.52万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $6,024.47万 | 2.72% | 281,580 | 62,110 | 28.3% | $1,328.86万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6,190.82万 | 2.79% | 62,130 | -1,560 | -2.4% | -$155.44万 | 减仓 |
| LLY | ELI LILLY & CO | $6,972.78万 | 3.14% | 75,810 | -250 | -0.3% | -$22.99万 | 减仓 |
| META | META PLATFORMS INC | $7,375.90万 | 3.33% | 128,920 | 41,310 | 47.2% | $2,363.47万 | 加仓 |
| AVGO | BROADCOM INC | $9,237.64万 | 4.17% | 298,460 | -32,640 | -9.9% | -$1,010.24万 | 减仓 |
| AMZN | AMAZON COM INC | $1.09亿 | 4.90% | 521,460 | -26,310 | -4.8% | -$547.96万 | 减仓 |
| AAPL | APPLE INC | $1.15亿 | 5.18% | 452,330 | 99,410 | 28.2% | $2,522.93万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.28亿 | 5.76% | 345,260 | -41,900 | -10.8% | -$1,551.01万 | 减仓 |
| GOOG | ALPHABET INC | $1.38亿 | 6.23% | 481,440 | 15,630 | 3.4% | $448.36万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.96亿 | 8.85% | 1,125,710 | -53,180 | -4.5% | -$927.51万 | 减仓 |