NOMURA ASSET MANAGEMENT CO LTD
TOKYO M0 · SEC CIK 0001055964
$467.24亿2026Q2 申报市值
1,407持仓数
34.0%前十大占比 · 第一大 9.0%
63 / 426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
MU 加仓+$2.38亿
NVDA 加仓+$2.30亿
QCOM 加仓+$1.96亿
ALAB 加仓+$1.94亿
TER 加仓+$1.36亿
2026Q2 卖出最多 按季末市值估算
MPWR 减仓-$1.59亿
AVGO 减仓-$1.45亿
KLAC 减仓-$1.44亿
WDC 减仓-$9,736.33万
CSCO 减仓-$6,744.91万
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 |
|---|---|---|---|---|---|---|---|---|
| INGR | INGREDION INC | $5.97万 | 0.00% | 630 | -380 | -37.6% | -$3.60万 | 减仓 |
| TTC | TORO CO | $5.94万 | 0.00% | 610 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $5.91万 | 0.00% | 490 | -320 | -39.5% | -$3.86万 | 减仓 |
| EVR | EVERCORE INC | $5.91万 | 0.00% | 173 | -47 | -21.4% | -$1.60万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $5.88万 | 0.00% | 3,590 | -4,710 | -56.7% | -$7.71万 | 减仓 |
| ASH | ASHLAND INC | $5.80万 | 0.00% | 880 | 220 | 33.3% | $1.45万 | 加仓 |
| FLR | FLUOR CORP | $5.76万 | 0.00% | 1,100 | -790 | -41.8% | -$4.14万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $5.66万 | 0.00% | 291 | -129 | -30.7% | -$2.51万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $5.63万 | 0.00% | 3,060 | -340 | -10.0% | -$6,259 | 重新持有 |
| CC | CHEMOURS CO | $5.56万 | 0.00% | 2,710 | -990 | -26.8% | -$2.03万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $5.54万 | 0.00% | 1,010 | -730 | -42.0% | -$4.01万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $5.42万 | 0.00% | 5,900 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $5.40万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $5.40万 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC | $5.33万 | 0.00% | 450 | -780 | -63.4% | -$9.24万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $5.28万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| BCC | BOISE CASCADE CO DEL | $5.28万 | 0.00% | 680 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $5.27万 | 0.00% | 700 | 260 | 59.1% | $1.96万 | 加仓 |
| SEIC | SEI INVTS CO | $5.26万 | 0.00% | 600 | 210 | 53.8% | $1.84万 | 加仓 |
| COMP | COMPASS INC | $5.18万 | 0.00% | 4,200 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $5.16万 | 0.00% | 276 | -124 | -31.0% | -$2.32万 | 减仓 |
| ROKU | ROKU INC | $5.11万 | 0.00% | 370 | 120 | 48.0% | $1.66万 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $5.06万 | 0.00% | 1,160 | 0 | 0.0% | — | 不变 |
| WKC | WORLD KINECT CORPORATION | $5.04万 | 0.00% | 1,530 | 0 | 0.0% | — | 不变 |
| ARCB | ARCBEST CORP | $5.02万 | 0.00% | 350 | 160 | 84.2% | $2.30万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $4.92万 | 0.00% | 674 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN STR PPTYS CORP | $4.90万 | 0.00% | 95,200 | 0 | 0.0% | — | 不变 |
| ABM | ABM INDS INC | $4.82万 | 0.00% | 1,090 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC | $4.82万 | 0.00% | 440 | -260 | -37.1% | -$2.85万 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $4.65万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| AMN | AMN HEALTHCARE SVCS INC | $4.56万 | 0.00% | 1,410 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD | $4.56万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $4.52万 | 0.00% | 960 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET AND CO | $4.51万 | 0.00% | 540 | -540 | -50.0% | -$4.51万 | 减仓 |
| PSMT | PRICESMART INC | $4.49万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $4.45万 | 0.00% | 1,760 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $4.37万 | 0.00% | 3,800 | -5,200 | -57.8% | -$5.98万 | 减仓 |
| EXP | EAGLE MATLS INC | $4.37万 | 0.00% | 194 | 102 | 110.9% | $2.29万 | 加仓 |
| MTN | VAIL RESORTS INC | $4.36万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $4.36万 | 0.00% | 4,400 | -11,800 | -72.8% | -$11.68万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $4.34万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| NSIT | INSIGHT ENTERPRISES INC | $4.26万 | 0.00% | 350 | -620 | -63.9% | -$7.55万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $4.25万 | 0.00% | 890 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $4.23万 | 0.00% | 1,500 | -800 | -34.8% | -$2.26万 | 减仓 |
| ADNT | ADIENT PLC | $4.23万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC | $4.21万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| HUBG | HUB GROUP INC | $4.16万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $4.16万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $4.16万 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP | $4.15万 | 0.00% | 690 | 260 | 60.5% | $1.56万 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $4.12万 | 0.00% | 205 | -138 | -40.2% | -$2.77万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $4.09万 | 0.00% | 560 | -860 | -60.6% | -$6.28万 | 减仓 |
| VVV | VALVOLINE INC | $4.07万 | 0.00% | 1,030 | 420 | 68.9% | $1.66万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $4.07万 | 0.00% | 780 | 780 | — | $4.07万 | 新建仓 |
| TFX | TELEFLEX INCORPORATED | $4.06万 | 0.00% | 320 | -350 | -52.2% | -$4.44万 | 减仓 |
| CNO | CNO FINL GROUP INC | $4.03万 | 0.00% | 790 | -530 | -40.2% | -$2.70万 | 减仓 |
| KBH | KB HOME | $4.01万 | 0.00% | 640 | -350 | -35.4% | -$2.19万 | 减仓 |
| WU | WESTERN UN CO | $4.00万 | 0.00% | 5,200 | -7,000 | -57.4% | -$5.39万 | 减仓 |
| FTRE | FORTREA HLDGS INC | $4.00万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $3.97万 | 0.00% | 1,860 | -6,540 | -77.9% | -$13.97万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $3.96万 | 0.00% | 2,700 | -3,500 | -56.5% | -$5.13万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $3.94万 | 0.00% | 1,230 | -1,870 | -60.3% | -$5.99万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $3.93万 | 0.00% | 3,700 | -1,900 | -33.9% | -$2.02万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $3.91万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $3.89万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| TRIN | TRINITY CAP INC | $3.89万 | 0.00% | 2,172 | 722 | 49.8% | $1.29万 | 加仓 |
| SAIA | SAIA INC | $3.87万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED | $3.84万 | 0.00% | 2,070 | -1,330 | -39.1% | -$2.47万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $3.82万 | 0.00% | 62 | -58 | -48.3% | -$3.58万 | 减仓 |
| LCII | LCI INDS | $3.81万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $3.80万 | 0.00% | 192 | -128 | -40.0% | -$2.53万 | 减仓 |
| MIDD | MIDDLEBY CORP | $3.78万 | 0.00% | 220 | -340 | -60.7% | -$5.85万 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $3.78万 | 0.00% | 980 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $3.76万 | 0.00% | 161 | -179 | -52.6% | -$4.19万 | 减仓 |
| RRC | RANGE RES CORP | $3.76万 | 0.00% | 1,010 | -1,370 | -57.6% | -$5.10万 | 减仓 |
| KFY | KORN FERRY | $3.73万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $3.73万 | 0.00% | 80 | 47 | 142.4% | $2.19万 | 加仓 |
| FNB | F N B CORP | $3.72万 | 0.00% | 1,950 | -2,650 | -57.6% | -$5.06万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $3.72万 | 0.00% | 1,670 | -7,290 | -81.4% | -$16.23万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $3.71万 | 0.00% | 410 | -1,180 | -74.2% | -$10.68万 | 减仓 |
| CACI | CACI INTL INC | $3.71万 | 0.00% | 80 | -93 | -53.8% | -$4.31万 | 减仓 |
| TREX | TREX INC | $3.70万 | 0.00% | 740 | 0 | 0.0% | — | 不变 |
| DAN | DANA INC | $3.70万 | 0.00% | 1,360 | -1,050 | -43.6% | -$2.86万 | 减仓 |
| AVNT | AVIENT CORPORATION | $3.70万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HRI | HERC HLDGS INC | $3.68万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $3.68万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $3.68万 | 0.00% | 770 | 770 | — | $3.68万 | 新建仓 |
| HOG | HARLEY DAVIDSON INC | $3.67万 | 0.00% | 1,500 | -2,400 | -61.5% | -$5.87万 | 减仓 |
| HP | HELMERICH & PAYNE INC | $3.67万 | 0.00% | 1,120 | -820 | -42.3% | -$2.68万 | 减仓 |
| LFUS | LITTELFUSE INC | $3.64万 | 0.00% | 80 | -52 | -39.4% | -$2.37万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $3.64万 | 0.00% | 630 | -870 | -58.0% | -$5.02万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $3.62万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP | $3.61万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $3.60万 | 0.00% | 1,060 | -1,150 | -52.0% | -$3.90万 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $3.59万 | 0.00% | 1,370 | -830 | -37.7% | -$2.17万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $3.58万 | 0.00% | 590 | -1,131 | -65.7% | -$6.86万 | 减仓 |
| MLI | MUELLER INDS INC | $3.56万 | 0.00% | 290 | -310 | -51.7% | -$3.81万 | 减仓 |
| MOG/A | MOOG INC | $3.56万 | 0.00% | 84 | -47 | -35.9% | -$1.99万 | 减仓 |
| FUL | FULLER H B CO | $3.56万 | 0.00% | 610 | 0 | 0.0% | — | 不变 |
| KMT | KENNAMETAL INC | $3.54万 | 0.00% | 1,010 | 0 | 0.0% | — | 不变 |