Nippon Life Global Investors Americas, Inc.
New York NY · SEC CIK 0001040190
$25.14亿2026Q2 申报市值
101持仓数
45.2%前十大占比 · 第一大 8.4%
13 / 18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
AMD 加仓+$6,685.11万
MU 新建仓+$6,575.99万
GEV 加仓+$5,915.25万
FFIV 加仓+$4,852.59万
RCL 加仓+$2,548.30万
2026Q2 卖出最多 按季末市值估算
GE 减仓-$6,099.27万
LRCX 减仓-$5,488.95万
BA 清仓-$3,688.03万
GEHC 清仓-$3,366.03万
SNOW 清仓-$2,722.30万
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 |
|---|---|---|---|---|---|---|---|---|
| HAL | HALLIBURTON CO | $35.55万 | 0.01% | 10,470 | 10,470 | — | $35.55万 | 新建仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -185,300 | -100.0% | -$3,688.03万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -472,890 | -100.0% | -$3,366.03万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -180,500 | -100.0% | -$2,722.30万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -37,970 | -100.0% | -$1,984.73万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -124,730 | -100.0% | -$1,961.75万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -177,720 | -100.0% | -$1,708.78万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -3,020 | -100.0% | -$1,020.09万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -125,800 | -100.0% | -$927.07万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -18,890 | -100.0% | -$621.27万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -6,990 | -100.0% | -$508.77万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -70,370 | -100.0% | -$447.83万 | 清仓 |
| OPCH | OPTION CARE HEALTH INC | $0 | 0.00% | 0 | -135,800 | -100.0% | -$365.57万 | 清仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $0 | 0.00% | 0 | -31,760 | -100.0% | -$236.23万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -22,590 | -100.0% | -$107.10万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -14,400 | -100.0% | -$89.16万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -13,590 | -100.0% | -$47.76万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -4,960 | -100.0% | -$46.29万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -2,280 | -100.0% | -$32.96万 | 清仓 |