Meiji Yasuda Life Insurance Co
TOKYO M0 · SEC CIK 0001144492
$30.14亿2026Q2 申报市值
231持仓数
84.9%前十大占比 · 第一大 69.2%
27 / 22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
XLK 加仓+$562.24万
INTC 新建仓+$334.55万
IBDU 加仓+$314.98万
IBDS 加仓+$268.84万
XLE 新建仓+$241.74万
2026Q2 卖出最多 按季末市值估算
XLI 减仓-$945.45万
NVDA 减仓-$438.32万
AAPL 减仓-$262.28万
CSL 清仓-$163.94万
ALAB 减仓-$154.57万
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 |
|---|---|---|---|---|---|---|---|---|
| LQD | ISHARES TR | $20.85亿 | 69.19% | 19,120,368 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $2.13亿 | 7.07% | 2,833,000 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $5,499.66万 | 1.82% | 288,666 | 29,511 | 11.4% | $562.24万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,188.12万 | 1.39% | 209,312 | -21,906 | -9.5% | -$438.32万 | 减仓 |
| AAPL | APPLE INC | $3,540.81万 | 1.17% | 122,367 | -9,064 | -6.9% | -$262.28万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK | $3,201.32万 | 1.06% | 89,580 | -2,443 | -2.7% | -$87.31万 | 减仓 |
| IBDU | ISHARES TR | $3,045.54万 | 1.01% | 1,315,000 | 136,000 | 11.5% | $314.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,348.80万 | 0.78% | 62,967 | -2,567 | -3.9% | -$95.75万 | 减仓 |
| IBDS | ISHARES TR | $2,097.45万 | 0.70% | 866,000 | 111,000 | 14.7% | $268.84万 | 加仓 |
| AMZN | AMAZON COM INC | $1,985.37万 | 0.66% | 83,300 | -3,455 | -4.0% | -$82.35万 | 减仓 |
| AVGO | BROADCOM INC | $1,585.61万 | 0.53% | 41,975 | -1,294 | -3.0% | -$48.88万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,540.58万 | 0.51% | 287,368 | 3,719 | 1.3% | $19.94万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,401.10万 | 0.46% | 75,641 | -51,042 | -40.3% | -$945.45万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,395.77万 | 0.46% | 12,092 | -1,004 | -7.7% | -$115.89万 | 减仓 |
| META | META PLATFORMS INC | $1,126.97万 | 0.37% | 20,007 | -849 | -4.1% | -$47.82万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $966.18万 | 0.32% | 29,517 | -881 | -2.9% | -$28.84万 | 减仓 |
| TSLA | TESLA INC | $901.47万 | 0.30% | 21,433 | -311 | -1.4% | -$13.08万 | 减仓 |
| LLY | ELI LILLY & CO | $866.47万 | 0.29% | 7,224 | -72 | -1.0% | -$8.64万 | 减仓 |
| V | VISA INC | $688.48万 | 0.23% | 20,067 | -833 | -4.0% | -$28.58万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $686.05万 | 0.23% | 15,832 | 1,682 | 11.9% | $72.89万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $655.85万 | 0.22% | 11,290 | -845 | -7.0% | -$49.09万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $599.14万 | 0.20% | 23,591 | -2,316 | -8.9% | -$58.82万 | 减仓 |
| WMT | WALMART INC | $593.83万 | 0.20% | 52,431 | -4,506 | -7.9% | -$51.03万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II ISHARES AAA | $508.72万 | 0.17% | 98,000 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $476.05万 | 0.16% | 18,918 | -3,258 | -14.7% | -$81.98万 | 减仓 |
| C | CITIGROUP INC | $466.96万 | 0.15% | 33,364 | -3,427 | -9.3% | -$47.96万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $416.17万 | 0.14% | 8,317 | -601 | -6.7% | -$30.07万 | 减仓 |
| HD | HOME DEPOT INC | $414.05万 | 0.14% | 11,740 | -49 | -0.4% | -$1.73万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $397.33万 | 0.13% | 11,867 | 782 | 7.1% | $26.18万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $396.05万 | 0.13% | 9,529 | 3,884 | 68.8% | $161.43万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $395.87万 | 0.13% | 21,882 | 136 | 0.6% | $2.46万 | 加仓 |
| WFC | WELLS FARGO & CO | $391.99万 | 0.13% | 47,434 | 311 | 0.7% | $2.57万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $391.12万 | 0.13% | 4,181 | 1 | 0.0% | $935 | 加仓 |
| TJX | TJX COS INC NEW | $391.04万 | 0.13% | 25,811 | -1,814 | -6.6% | -$27.48万 | 减仓 |
| CMI | CUMMINS INC | $382.21万 | 0.13% | 5,359 | -405 | -7.0% | -$28.89万 | 减仓 |
| KO | COCA COLA CO | $374.09万 | 0.12% | 46,030 | -824 | -1.8% | -$6.70万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $373.97万 | 0.12% | 12,554 | -2,440 | -16.3% | -$72.69万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $369.43万 | 0.12% | 25,193 | -524 | -2.0% | -$7.68万 | 减仓 |
| CAT | CATERPILLAR INC | $359.51万 | 0.12% | 3,376 | 217 | 6.9% | $23.11万 | 加仓 |
| WELL | WELLTOWER INC | $356.21万 | 0.12% | 15,694 | 1,244 | 8.6% | $28.24万 | 加仓 |
| PWR | QUANTA SVCS INC | $350.30万 | 0.12% | 4,865 | -165 | -3.3% | -$11.88万 | 减仓 |
| INTC | INTEL CORP | $334.55万 | 0.11% | 23,960 | 23,960 | — | $334.55万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $332.46万 | 0.11% | 9,749 | -1,529 | -13.6% | -$52.14万 | 减仓 |
| LIN | LINDE PLC | $330.51万 | 0.11% | 6,369 | -1,398 | -18.0% | -$72.55万 | 减仓 |
| GEV | GE VERNOVA INC | $329.08万 | 0.11% | 2,801 | -337 | -10.7% | -$39.59万 | 减仓 |
| — | EXXON MOBIL CORP | $328.25万 | 0.11% | 24,009 | -2,501 | -9.4% | -$34.19万 | 减仓 |
| GOOG | ALPHABET INC CAP STK | $318.42万 | 0.11% | 9,012 | -1,532 | -14.5% | -$54.13万 | 减仓 |
| GWW | WW GRAINGER INC | $313.30万 | 0.10% | 2,303 | 146 | 6.8% | $19.86万 | 加仓 |
| NET | CLOUDFLARE INC | $310.16万 | 0.10% | 12,645 | 2,615 | 26.1% | $64.14万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $307.38万 | 0.10% | 8,669 | 990 | 12.9% | $35.10万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $299.86万 | 0.10% | 34,164 | 237 | 0.7% | $2.08万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $290.08万 | 0.10% | 8,576 | -317 | -3.6% | -$10.72万 | 减仓 |
| GE | GE AEROSPACE | $290.05万 | 0.10% | 7,761 | -424 | -5.2% | -$15.85万 | 减仓 |
| NFLX | NETFLIX INC. | $289.53万 | 0.10% | 40,551 | -2,131 | -5.0% | -$15.22万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $286.21万 | 0.09% | 24,532 | -2,628 | -9.7% | -$30.66万 | 减仓 |
| BLK | BLACKROCK INC | $285.78万 | 0.09% | 2,972 | 1 | 0.0% | $962 | 加仓 |
| ANET | ARISTA NETWORKS INC | $276.04万 | 0.09% | 16,249 | -1,439 | -8.1% | -$24.45万 | 减仓 |
| ORCL | ORACLE CORP | $269.62万 | 0.09% | 18,398 | -117 | -0.6% | -$1.71万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $268.77万 | 0.09% | 5,233 | 784 | 17.6% | $40.27万 | 加仓 |
| EOG | EOG RES INC | $268.00万 | 0.09% | 20,658 | 1,712 | 9.0% | $22.21万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $263.94万 | 0.09% | 14,014 | 30 | 0.2% | $5,650 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $262.20万 | 0.09% | 7,032 | 1,332 | 23.4% | $49.67万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $261.47万 | 0.09% | 28,338 | 198 | 0.7% | $1.83万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $248.09万 | 0.08% | 2,453 | -11 | -0.4% | -$1.11万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $245.33万 | 0.08% | 3,841 | 871 | 29.3% | $55.63万 | 加仓 |
| CSCO | CISCO SYS INC | $243.95万 | 0.08% | 20,769 | 16,089 | 343.8% | $188.98万 | 加仓 |
| WMB | WILLIAMS COS INC | $242.63万 | 0.08% | 32,638 | -156 | -0.5% | -$1.16万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $241.74万 | 0.08% | 45,517 | 45,517 | — | $241.74万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $240.84万 | 0.08% | 5,043 | -1,236 | -19.7% | -$59.03万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $239.74万 | 0.08% | 10,443 | 2,260 | 27.6% | $51.88万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $233.24万 | 0.08% | 11,626 | -1,786 | -13.3% | -$35.83万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $232.12万 | 0.08% | 4,673 | -332 | -6.6% | -$16.49万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $230.84万 | 0.08% | 12,951 | -3,524 | -21.4% | -$62.81万 | 减仓 |
| IBDV | ISHARES TR | $228.90万 | 0.08% | 105,000 | 105,000 | — | $228.90万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $225.25万 | 0.07% | 24,900 | 7,000 | 39.1% | $63.32万 | 加仓 |
| MPC | MARATHON PETE CORP | $224.56万 | 0.07% | 8,783 | -580 | -6.2% | -$14.83万 | 减仓 |
| ECL | ECOLAB INC | $219.49万 | 0.07% | 7,878 | -1,293 | -14.1% | -$36.02万 | 减仓 |
| DDOG | DATADOG INC | $218.81万 | 0.07% | 8,404 | 123 | 1.5% | $3.20万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $218.37万 | 0.07% | 6,238 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $216.56万 | 0.07% | 6,916 | -792 | -10.3% | -$24.80万 | 减仓 |
| SPGI | S&P GLOBAL INC | $214.54万 | 0.07% | 5,268 | 1,001 | 23.5% | $40.77万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $213.85万 | 0.07% | 44,785 | -11 | -0.0% | -$525 | 减仓 |
| APH | AMPHENOL CORP | $210.37万 | 0.07% | 11,931 | -2,390 | -16.7% | -$42.14万 | 减仓 |
| PLD | PROLOGIS INC. | $208.65万 | 0.07% | 15,402 | -1,342 | -8.0% | -$18.18万 | 减仓 |
| NOW | SERVICENOW INC | $208.08万 | 0.07% | 20,959 | 2,040 | 10.8% | $20.25万 | 加仓 |
| BAC | BANK OF AMER CORP | $207.29万 | 0.07% | 36,380 | -2,014 | -5.2% | -$11.48万 | 减仓 |
| RTX | RTX CORPORATION | $204.70万 | 0.07% | 10,789 | -882 | -7.6% | -$16.73万 | 减仓 |
| DE | DEERE & CO | $203.62万 | 0.07% | 3,210 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $203.09万 | 0.07% | 15,300 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $202.54万 | 0.07% | 2,654 | -1,288 | -32.7% | -$98.29万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $201.50万 | 0.07% | 5,067 | -301 | -5.6% | -$11.97万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $196.57万 | 0.07% | 9,225 | -494 | -5.1% | -$10.53万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $195.71万 | 0.06% | 3,612 | 895 | 32.9% | $48.49万 | 加仓 |
| HEI/A | HEICO CORP NEW | $194.28万 | 0.06% | 7,533 | -555 | -6.9% | -$14.31万 | 减仓 |
| MRK | MERCK & CO INC | $190.60万 | 0.06% | 14,833 | 590 | 4.1% | $7.58万 | 加仓 |
| MDT | MEDTRONIC PLC | $189.25万 | 0.06% | 24,191 | 7,278 | 43.0% | $56.94万 | 加仓 |
| AME | AMETEK INC | $188.08万 | 0.06% | 7,774 | 1,155 | 17.4% | $27.94万 | 加仓 |
| USB | US BANCORP | $186.77万 | 0.06% | 30,922 | -3,720 | -10.7% | -$22.47万 | 减仓 |
| EMR | EMERSON ELEC CO | $180.87万 | 0.06% | 12,635 | 30 | 0.2% | $4,294 | 加仓 |
| IBDT | ISHARES TR | $176.75万 | 0.06% | 70,000 | 70,000 | — | $176.75万 | 新建仓 |