13F 机构持仓

Meiji Yasuda Life Insurance Co

TOKYO M0 · SEC CIK 0001144492

2026Q22026Q1 更早 9 个季度 🔒
$29.26亿2026Q1 申报市值
224持仓数
86.2%前十大占比 · 第一大 71.2%
26 / 24新建仓 / 清仓
申报市值走势$30.14亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

LQD 71.2%
VCLT 7.2%
NVDA 1.4%
XLK 1.2%
AAPL 1.1%
IBDU 0.9%
GOOGL 0.9%
MSFT 0.8%
XLI 0.7%
IBDS 0.6%

2026Q1 买入最多 按季末市值估算

XLI 新建仓+$2,048.84万
XLF 新建仓+$1,400.38万
IBDU 加仓+$560.57万
CLOA 新建仓+$507.98万
IBDS 加仓+$453.29万

2026Q1 卖出最多 按季末市值估算

SPYD 清仓-$4.58亿
XLC 清仓-$2,279.78万
HDV 清仓-$2,019.91万
XLY 清仓-$1,520.89万
ABT 减仓-$237.11万

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
SPYD SPDR SERIES TRUST $00.00%0 -10,592,146-100.0% -$4.58亿 清仓
XLC SELECT SECTOR SPDR TR STATE STREET $00.00%0 -193,661-100.0% -$2,279.78万 清仓
HDV ISHARES TR $00.00%0 -166,097-100.0% -$2,019.91万 清仓
XLY SELECT SECTOR SPDR TR $00.00%0 -127,367-100.0% -$1,520.89万 清仓
ROP ROPER TECHNOLOGIES INC $00.00%0 -2,559-100.0% -$113.91万 清仓
CARR CARRIER GLOBAL CORPORATION $00.00%0 -19,593-100.0% -$103.53万 清仓
AWK AMERICAN WTR WKS CO INC NEW $00.00%0 -6,825-100.0% -$89.07万 清仓
ICE INTERCONTINENTAL EXCHANGE IN $00.00%0 —— — 申报中断
FICO FAIR ISAAC CORP $00.00%0 —— — 申报中断
PINS PINTEREST INC $00.00%0 -26,904-100.0% -$69.65万 清仓
BDX BECTON DICKINSON & CO $00.00%0 -3,407-100.0% -$66.12万 清仓
VLTO VERALTO CORP $00.00%0 -6,600-100.0% -$65.85万 清仓
ADBE ADOBE INC $00.00%0 -1,864-100.0% -$65.24万 清仓
JBL JABIL INC $00.00%0 -2,768-100.0% -$63.12万 清仓
VMRK EQUITY RESIDENTIAL $00.00%0 -9,670-100.0% -$60.96万 清仓
DVN DEVON ENERGY CORP NEW $00.00%0 -15,746-100.0% -$57.68万 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -2,979-100.0% -$55.27万 清仓
FISV FISERV INC $00.00%0 -7,812-100.0% -$52.47万 清仓
CCI CROWN CASTLE INC $00.00%0 -5,000-100.0% -$44.44万 清仓
CINF CINCINNATI FINL CORP $00.00%0 -2,560-100.0% -$41.81万 清仓
PNC PNC FINL SVCS GROUP INC $00.00%0 -1,790-100.0% -$37.36万 清仓
AIG AMERICAN INTL GROUP INC $00.00%0 -4,354-100.0% -$37.25万 清仓
EQT EQT CORP $00.00%0 -5,893-100.0% -$31.59万 清仓
AEE AMEREN CORP $00.00%0 -3,070-100.0% -$30.66万 清仓
FTNT FORTINET INC $00.00%0 -3,780-100.0% -$30.02万 清仓
TTD THE TRADE DESK INC $00.00%0 -5,472-100.0% -$20.77万 清仓
CAH CARDINAL HEALTH INC $20.92万0.01%990 990— $20.92万 新建仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $21.03万0.01%2,240 2,240— $21.03万 新建仓
BX BLACKSTONE INC $21.34万0.01%1,856 1,856— $21.34万 新建仓
TEAM ATLASSIAN CORPORATION $21.97万0.01%3,219 00.0% — 不变
ABT ABBOTT LABORATORIES $22.03万0.01%2,146 -23,094-91.5% -$237.11万 减仓
MKC MCCORMICK & CO INC $22.55万0.01%4,470 4,470— $22.55万 新建仓
UPS UNITED PARCEL SVCS INC $23.02万0.01%2,340 -580-19.9% -$5.71万 减仓
ILMN ILLUMINA INC $23.84万0.01%1,934 00.0% — 不变
DOV DOVER CORP $25.22万0.01%1,210 -870-41.8% -$18.14万 减仓
VLO VALERO ENERGY CORP $26.19万0.01%1,060 1,060— $26.19万 新建仓
KIM KIMCO REALTY CORP $26.29万0.01%11,700 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $26.45万0.01%952 952— $26.45万 新建仓
SE SEA LTD $26.85万0.01%3,242 -345-9.6% -$2.86万 减仓
ADP AUTOMATIC DATA PROCESSING IN $27.41万0.01%1,349 -628-31.8% -$12.76万 重新持有
SOLV SOLVENTUM CORP $28.11万0.01%4,305 -2,800-39.4% -$18.28万 减仓
LDOS LEIDOS HOLDINGS INC $28.15万0.01%1,810 -450-19.9% -$7.00万 减仓
CELH CELSIUS HLDGS INC $30.03万0.01%8,463 00.0% — 不变
CF CF INDUSTRIES HOLD $30.56万0.01%2,354 -2,040-46.4% -$26.49万 减仓
MO ALTRIA GROUP INC $31.95万0.01%4,842 -1,750-26.5% -$11.55万 减仓
EFX EQUIFAX INC $32.05万0.01%1,780 00.0% — 不变
CRBG COREBRIDGE FINL INC $32.29万0.01%13,533 6,800101.0% $16.22万 加仓
ITW ILLINOIS TOOL WKS INC $33.58万0.01%1,290 1,290— $33.58万 新建仓
MAS MASCO CORP $34.05万0.01%5,640 5,640— $34.05万 新建仓
COIN COINBASE GLOBAL INC $34.40万0.01%1,970 00.0% — 不变
CVS CVS HEALTH CORP $35.90万0.01%4,998 4,998— $35.90万 新建仓
CSCO CISCO SYS INC $36.31万0.01%4,680 3107.1% $2.41万 加仓
AMT AMERICAN TOWER CORP $37.45万0.01%2,170 42024.0% $7.25万 加仓
STZ CONSTELLATION BRANDS INC $37.63万0.01%2,509 00.0% — 不变
KEY KEYCORP $38.86万0.01%19,381 -4,200-17.8% -$8.42万 减仓
T AT&T INC $41.32万0.01%14,253 14,253— $41.32万 新建仓
ETR ENTERGY CORP NEW $41.80万0.01%3,720 3,720— $41.80万 新建仓
JCI JOHNSON CONTROLS INTERNATION $41.83万0.01%3,194 -2,350-42.4% -$30.77万 减仓
COR CENCORA INC $42.47万0.01%1,352 00.0% — 不变
AMAT APPLIED MATLS INC $42.62万0.01%1,247 1,247— $42.62万 新建仓
NVR NVR INC $42.83万0.01%65 00.0% — 不变
HAL HALLIBURTON CO $44.84万0.02%11,500 11,500— $44.84万 新建仓
MET METLIFE INC $45.05万0.02%6,370 6,370— $45.05万 新建仓
RDDT REDDIT INC $45.93万0.02%3,411 59020.9% $7.94万 加仓
FIS FIDELITY NATL INFORMATION SV $48.19万0.02%10,272 -710-6.5% -$3.33万 减仓
DASH DOORDASH INC $48.29万0.02%3,216 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $50.25万0.02%6,208 00.0% — 不变
CIEN CIENA CORP $50.47万0.02%1,300 1,300— $50.47万 新建仓
CSGP COSTAR GROUP INC $55.35万0.02%13,720 13,720— $55.35万 新建仓
MTD METTLER TOLEDO INTERNATIONAL $55.62万0.02%441 7721.2% $9.71万 加仓
RF REGIONS FINANCIAL CORP NEW $55.90万0.02%21,400 3,05416.6% $7.98万 重新持有
ALAB ASTERA LABS INC $56.44万0.02%5,150 2,11069.4% $23.13万 加仓
PEP PEPSICO INC $56.65万0.02%3,648 -11,504-75.9% -$178.65万 减仓
HIG HARTFORD INSURANCE GROUP INC $57.28万0.02%4,236 -779-15.5% -$10.53万 减仓
APO APOLLO GLOBAL MGMT INC $58.05万0.02%5,210 2,810117.1% $31.31万 加仓
BMRN BIOMARIN PHARMACEUTICAL INC $59.04万0.02%10,451 00.0% — 不变
APP APPLOVIN CORP $59.54万0.02%1,496 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $59.80万0.02%38,209 00.0% — 不变
PYPL PAYPAL HLDGS INC $59.84万0.02%13,231 2,02018.0% $9.14万 加仓
IBM INTERNATIONAL BUSINESS MACHS $62.61万0.02%2,583 1,714197.2% $41.55万 重新持有
INVH INVITATION HOMES INC $63.07万0.02%25,380 00.0% — 不变
TSN TYSON FOODS INC $63.82万0.02%9,961 800.8% $5,126 加仓
KLAC KLA CORP $67.14万0.02%456 13642.5% $20.02万 加仓
MSI MOTOROLA SOLUTIONS INC $67.74万0.02%1,561 -2,520-61.7% -$109.36万 减仓
SLB SLB LIMITED $68.06万0.02%13,243 -19,400-59.4% -$99.70万 减仓
GM GENERAL MTRS CO $68.39万0.02%9,180 1,79024.2% $13.34万 加仓
ZS ZSCALER INC $69.22万0.02%4,934 00.0% — 不变
JBHT HUNT J B TRANS SVCS INC $71.07万0.02%3,354 -1,020-23.3% -$21.61万 减仓
IOT SAMSARA INC $71.62万0.02%22,600 7,85953.3% $24.91万 加仓
NBIX NEUROCRINE BIOSCIENCES INC $72.83万0.02%5,528 00.0% — 不变
FIX COMFORT SYS USA INC $74.05万0.03%537 537— $74.05万 新建仓
ZTS ZOETIS INC $75.55万0.03%6,391 -4,016-38.6% -$47.47万 减仓
COP CONOCOPHILLIPS $77.15万0.03%5,845 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $78.15万0.03%2,840 -154-5.1% -$4.24万 减仓
NEM NEWMONT CORP $78.85万0.03%7,284 -2,790-27.7% -$30.20万 减仓
GLW CORNING INC $78.86万0.03%5,800 5,800— $78.86万 新建仓
WST WEST PHARMACEUTICAL SVSC INC $79.53万0.03%3,173 1,47286.5% $36.89万 加仓
DTE DTE ENERGY CO $79.75万0.03%5,454 1502.8% $2.19万 加仓
WDC WESTERN DIGITAL CORP $80.34万0.03%2,970 40015.6% $10.82万 加仓
MDB MONGODB INC $81.85万0.03%3,344 00.0% — 不变