NOMURA ASSET MANAGEMENT CO LTD
TOKYO M0 · SEC CIK 0001055964
$387.74亿2026Q1 申报市值
1,527持仓数
32.6%前十大占比 · 第一大 9.0%
101 / 275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
NVDA 加仓+$2.50亿
AMAT 加仓+$1.60亿
AVGO 加仓+$1.07亿
GOOGL 加仓+$1.06亿
NFLX 加仓+$8,397.43万
2026Q1 卖出最多 按季末市值估算
MU 减仓-$4.15亿
LITE 减仓-$1.88亿
WDC 减仓-$1.66亿
COHR 减仓-$8,486.33万
META 减仓-$5,981.39万
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 |
|---|---|---|---|---|---|---|---|---|
| CHRW | C H ROBINSON WORLDWIDE IN | $7,775.85万 | 0.20% | 468,227 | 107,870 | 29.9% | $1,791.40万 | 加仓 |
| BLK | BLACKROCK INC | $7,575.29万 | 0.20% | 78,769 | 1,702 | 2.2% | $163.68万 | 加仓 |
| VTR | VENTAS INC | $7,574.15万 | 0.20% | 926,162 | 50,786 | 5.8% | $415.33万 | 加仓 |
| TW | TRADEWEB MKTS INC | $7,442.52万 | 0.19% | 632,545 | -8,624 | -1.3% | -$101.47万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $7,384.64万 | 0.19% | 1,065,604 | 342,747 | 47.4% | $2,375.24万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $7,149.60万 | 0.18% | 101,736 | -268,068 | -72.5% | -$1.88亿 | 减仓 |
| CTAS | CINTAS CORP | $7,128.34万 | 0.18% | 421,446 | 6,131 | 1.5% | $103.70万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $7,125.19万 | 0.18% | 222,280 | 1,432 | 0.6% | $45.90万 | 加仓 |
| TXN | TEXAS INSTRS INC | $7,035.03万 | 0.18% | 362,369 | 6,907 | 1.9% | $134.09万 | 加仓 |
| DIS | DISNEY WALT CO | $6,980.19万 | 0.18% | 724,236 | 16,901 | 2.4% | $162.89万 | 加仓 |
| USB | US BANCORP | $6,978.52万 | 0.18% | 1,341,766 | 23,194 | 1.8% | $120.63万 | 加仓 |
| ZTS | ZOETIS INC | $6,921.38万 | 0.18% | 585,516 | 3,388 | 0.6% | $40.05万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $6,873.50万 | 0.18% | 731,379 | 124,062 | 20.4% | $1,165.93万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $6,867.19万 | 0.18% | 175,897 | 34,649 | 24.5% | $1,352.73万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $6,836.89万 | 0.18% | 336,494 | 54,384 | 19.3% | $1,104.97万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $6,726.13万 | 0.17% | 409,805 | -67,273 | -14.1% | -$1,104.15万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $6,717.99万 | 0.17% | 154,803 | 98,472 | 174.8% | $4,273.39万 | 加仓 |
| SHYG | ISHARES TR | $6,673.73万 | 0.17% | 1,577,340 | 48,490 | 3.2% | $205.16万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $6,587.61万 | 0.17% | 502,564 | 252,023 | 100.6% | $3,303.52万 | 加仓 |
| NOW | SERVICENOW INC | $6,564.30万 | 0.17% | 627,862 | -183,055 | -22.6% | -$1,913.84万 | 减仓 |
| TGT | TARGET CORP | $6,559.37万 | 0.17% | 541,202 | -25,815 | -4.6% | -$312.88万 | 减仓 |
| ECL | ECOLAB INC | $6,535.90万 | 0.17% | 245,692 | 2,074 | 0.9% | $55.17万 | 加仓 |
| AOS | SMITH A O CORP | $6,528.51万 | 0.17% | 990,068 | -189,641 | -16.1% | -$1,250.49万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $6,521.44万 | 0.17% | 250,545 | 5,128 | 2.1% | $133.48万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $6,509.44万 | 0.17% | 268,985 | 13,452 | 5.3% | $325.54万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $6,504.80万 | 0.17% | 426,516 | 3,345 | 0.8% | $51.01万 | 加仓 |
| SYK | STRYKER CORPORATION | $6,446.05万 | 0.17% | 196,173 | 9,521 | 5.1% | $312.85万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $6,421.16万 | 0.17% | 15,251 | 1,237 | 8.8% | $520.82万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $6,371.77万 | 0.16% | 1,015,421 | 108,521 | 12.0% | $680.97万 | 加仓 |
| DDOG | DATADOG INC | $6,359.27万 | 0.16% | 538,693 | 386,019 | 252.8% | $4,556.95万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $6,343.22万 | 0.16% | 184,815 | -1,650 | -0.9% | -$56.63万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $6,274.31万 | 0.16% | 479,138 | -75,309 | -13.6% | -$986.17万 | 减仓 |
| FAST | FASTENAL CO | $6,202.95万 | 0.16% | 1,336,842 | 11,431 | 0.9% | $53.04万 | 加仓 |
| APH | AMPHENOL CORP | $6,197.40万 | 0.16% | 490,495 | 19,771 | 4.2% | $249.81万 | 加仓 |
| AFL | AFLAC INC | $5,991.38万 | 0.15% | 546,111 | 19,009 | 3.6% | $208.55万 | 加仓 |
| EMR | EMERSON ELEC CO | $5,936.86万 | 0.15% | 453,126 | -17,370 | -3.7% | -$227.58万 | 减仓 |
| PFE | PFIZER INC | $5,873.98万 | 0.15% | 2,091,873 | -13,230 | -0.6% | -$37.15万 | 减仓 |
| DHR | DANAHER CORP DEL | $5,842.60万 | 0.15% | 308,154 | -772 | -0.2% | -$14.64万 | 减仓 |
| GWW | WW GRAINGER INC | $5,800.82万 | 0.15% | 53,179 | -1,096 | -2.0% | -$119.55万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $5,799.83万 | 0.15% | 512,443 | 14,583 | 2.9% | $165.05万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $5,787.65万 | 0.15% | 273,894 | -41,979 | -13.3% | -$887.06万 | 减仓 |
| IRM | IRON MTN INC DEL | $5,753.99万 | 0.15% | 563,343 | 18,860 | 3.5% | $192.64万 | 加仓 |
| QCOM | QUALCOMM INC | $5,740.48万 | 0.15% | 445,759 | -105,929 | -19.2% | -$1,364.15万 | 减仓 |
| KVUE | KENVUE INC | $5,667.58万 | 0.15% | 3,287,458 | -204,090 | -5.8% | -$351.85万 | 减仓 |
| AON | AON PLC | $5,630.09万 | 0.15% | 174,425 | 6,579 | 3.9% | $212.36万 | 加仓 |
| VICI | VICI PPTYS INC | $5,581.96万 | 0.14% | 2,043,178 | 54,587 | 2.7% | $149.13万 | 加仓 |
| NET | CLOUDFLARE INC | $5,548.50万 | 0.14% | 268,901 | -129,425 | -32.5% | -$2,670.56万 | 减仓 |
| SNOW | SNOWFLAKE INC | $5,496.83万 | 0.14% | 364,463 | -13,698 | -3.6% | -$206.59万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $5,427.62万 | 0.14% | 259,670 | 39,787 | 18.1% | $831.63万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $5,410.59万 | 0.14% | 121,167 | 1,469 | 1.2% | $65.60万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $5,359.21万 | 0.14% | 308,977 | 3,003 | 1.0% | $52.09万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $5,355.07万 | 0.14% | 736,700 | -27,164 | -3.6% | -$197.46万 | 减仓 |
| — | COTERRA ENERGY INC | $5,352.64万 | 0.14% | 1,523,233 | 38,894 | 2.6% | $136.67万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $5,349.12万 | 0.14% | 289,580 | 23,709 | 8.9% | $437.95万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $5,271.73万 | 0.14% | 402,023 | 10,979 | 2.8% | $143.97万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $5,260.79万 | 0.14% | 495,320 | 15,100 | 3.1% | $160.38万 | 加仓 |
| PWR | QUANTA SVCS INC | $5,183.96万 | 0.13% | 94,422 | -39,608 | -29.6% | -$2,174.56万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $5,145.78万 | 0.13% | 85,140 | -2,114 | -2.4% | -$127.77万 | 减仓 |
| DE | DEERE & CO | $5,126.93万 | 0.13% | 91,016 | 2,920 | 3.3% | $164.48万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $5,126.77万 | 0.13% | 531,437 | 83,205 | 18.6% | $802.68万 | 加仓 |
| NUE | NUCOR CORP | $5,112.37万 | 0.13% | 302,328 | -52,365 | -14.8% | -$885.49万 | 减仓 |
| MMM | 3M CO | $5,087.84万 | 0.13% | 350,330 | 18,171 | 5.5% | $263.90万 | 加仓 |
| CVS | CVS HEALTH CORP | $5,085.44万 | 0.13% | 708,081 | -153,436 | -17.8% | -$1,101.98万 | 减仓 |
| ES | EVERSOURCE ENERGY | $5,076.18万 | 0.13% | 732,705 | 24,125 | 3.4% | $167.14万 | 加仓 |
| SYY | SYSCO CORP | $5,069.80万 | 0.13% | 710,753 | 39,800 | 5.9% | $283.89万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $5,041.71万 | 0.13% | 874,689 | 28,064 | 3.3% | $161.76万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $5,035.18万 | 0.13% | 508,347 | -7,083 | -1.4% | -$70.16万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $5,021.55万 | 0.13% | 1,749,061 | -20,362 | -1.2% | -$58.46万 | 减仓 |
| BX | BLACKSTONE INC | $4,950.73万 | 0.13% | 430,536 | 8,338 | 2.0% | $95.88万 | 加仓 |
| ALAB | ASTERA LABS INC | $4,938.88万 | 0.13% | 450,628 | -22,551 | -4.8% | -$247.16万 | 减仓 |
| CRH | CRH PLC | $4,920.02万 | 0.13% | 468,038 | 79,936 | 20.6% | $840.29万 | 加仓 |
| PCAR | PACCAR INC | $4,914.57万 | 0.13% | 425,504 | 12,015 | 2.9% | $138.77万 | 加仓 |
| PAYX | PAYCHEX INC | $4,895.88万 | 0.13% | 531,468 | 60,596 | 12.9% | $558.21万 | 加仓 |
| ETN | EATON CORP PLC | $4,853.05万 | 0.13% | 135,685 | 1,799 | 1.3% | $64.34万 | 加仓 |
| NTRA | NATERA INC | $4,846.68万 | 0.12% | 242,346 | 24,151 | 11.1% | $483.00万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $4,841.22万 | 0.12% | 518,776 | 1,322 | 0.3% | $12.34万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $4,827.90万 | 0.12% | 1,065,761 | 338,636 | 46.6% | $1,534.02万 | 加仓 |
| DOV | DOVER CORP | $4,824.74万 | 0.12% | 231,458 | -31,945 | -12.1% | -$665.89万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4,821.12万 | 0.12% | 794,909 | 22,681 | 2.9% | $137.56万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $4,787.16万 | 0.12% | 135,284 | 23,835 | 21.4% | $843.43万 | 加仓 |
| INTU | INTUIT | $4,758.47万 | 0.12% | 110,053 | -28,027 | -20.3% | -$1,211.83万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $4,700.95万 | 0.12% | 169,178 | -67,062 | -28.4% | -$1,863.45万 | 减仓 |
| CMI | CUMMINS INC | $4,618.79万 | 0.12% | 85,848 | -27,800 | -24.5% | -$1,495.70万 | 减仓 |
| EOG | EOG RES INC | $4,554.87万 | 0.12% | 315,063 | 5,175 | 1.7% | $74.81万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $4,542.22万 | 0.12% | 288,670 | 1,291 | 0.4% | $20.31万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $4,487.16万 | 0.12% | 402,725 | 48,224 | 13.6% | $537.31万 | 加仓 |
| GLW | CORNING INC | $4,479.94万 | 0.12% | 329,480 | -41,382 | -11.2% | -$562.67万 | 减仓 |
| PPG | PPG INDS INC | $4,479.94万 | 0.12% | 419,156 | -12,817 | -3.0% | -$136.99万 | 减仓 |
| MO | ALTRIA GROUP INC | $4,441.73万 | 0.11% | 673,091 | 7,794 | 1.2% | $51.43万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $4,393.61万 | 0.11% | 268,969 | 10,080 | 3.9% | $164.66万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $4,368.20万 | 0.11% | 156,426 | -71,692 | -31.4% | -$2,002.00万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $4,367.70万 | 0.11% | 174,262 | 19,760 | 12.8% | $495.26万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $4,362.60万 | 0.11% | 220,011 | 6,800 | 3.2% | $134.84万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $4,361.61万 | 0.11% | 102,701 | 15,144 | 17.3% | $643.15万 | 加仓 |
| NDSN | NORDSON CORP | $4,356.73万 | 0.11% | 163,750 | -16,012 | -8.9% | -$426.02万 | 减仓 |
| CLX | CLOROX CO DEL | $4,300.06万 | 0.11% | 414,944 | 42,587 | 11.4% | $441.33万 | 加仓 |
| AMCR | AMCOR PLC | $4,278.73万 | 0.11% | 1,076,411 | 1,076,411 | — | $4,278.73万 | 新建仓 |
| ADBE | ADOBE INC | $4,233.36万 | 0.11% | 174,155 | -38,110 | -18.0% | -$926.38万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $4,216.94万 | 0.11% | 47,104 | -1,386 | -2.9% | -$124.08万 | 减仓 |
| MDB | MONGODB INC | $4,202.28万 | 0.11% | 171,683 | 3,610 | 2.1% | $88.36万 | 加仓 |