13F 机构持仓

Meiji Yasuda Life Insurance Co

TOKYO M0 · SEC CIK 0001144492

2026Q22026Q1 更早 9 个季度 🔒
$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
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 69.2%
VCLT 7.1%
XLK 1.8%
NVDA 1.4%
AAPL 1.2%
GOOGL 1.1%
IBDU 1.0%
MSFT 0.8%
IBDS 0.7%
AMZN 0.7%

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
CSL CARLISLE COS INC $00.00%0 -4,914-100.0% -$163.94万 清仓
SYK STRYKER CORPORATION $00.00%0 -2,537-100.0% -$83.36万 清仓
ZTS ZOETIS INC $00.00%0 -6,391-100.0% -$75.55万 清仓
MSI MOTOROLA SOLUTIONS INC $00.00%0 -1,561-100.0% -$67.74万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 -2,583-100.0% -$62.61万 清仓
APO APOLLO GLOBAL MGMT INC $00.00%0 -5,210-100.0% -$58.05万 清仓
HIG HARTFORD INSURANCE GROUP INC $00.00%0 -4,236-100.0% -$57.28万 清仓
PEP PEPSICO INC $00.00%0 -3,648-100.0% -$56.65万 清仓
CSGP COSTAR GROUP INC $00.00%0 -13,720-100.0% -$55.35万 清仓
MET METLIFE INC $00.00%0 -6,370-100.0% -$45.05万 清仓
HAL HALLIBURTON CO $00.00%0 -11,500-100.0% -$44.84万 清仓
KEY KEYCORP $00.00%0 -19,381-100.0% -$38.86万 清仓
AMT AMERICAN TOWER CORP $00.00%0 -2,170-100.0% -$37.45万 清仓
MAS MASCO CORP $00.00%0 -5,640-100.0% -$34.05万 清仓
EFX EQUIFAX INC $00.00%0 -1,780-100.0% -$32.05万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -1,810-100.0% -$28.15万 清仓
SOLV SOLVENTUM CORP $00.00%0 -4,305-100.0% -$28.11万 清仓
CDNS CADENCE DESIGN SYSTEM INC $00.00%0 -952-100.0% -$26.45万 清仓
DOV DOVER CORP $00.00%0 -1,210-100.0% -$25.22万 清仓
UPS UNITED PARCEL SVCS INC $00.00%0 -2,340-100.0% -$23.02万 清仓
ABT ABBOTT LABORATORIES $00.00%0 -2,146-100.0% -$22.03万 清仓
BX BLACKSTONE INC $00.00%0 -1,856-100.0% -$21.34万 清仓
PSX PHILLIPS 66 $20.29万0.01%1,200 1,200— $20.29万 新建仓
STX SEAGATE TECHNOLOGY HLDNGS PL $20.36万0.01%211 211— $20.36万 新建仓
MCK MCKESSON CORP $21.46万0.01%284 -1,725-85.9% -$130.34万 减仓
CAH CARDINAL HEALTH INC $22.09万0.01%930 -60-6.1% -$1.43万 减仓
LMT LOCKHEED MARTIN CORP $22.37万0.01%439 -1,216-73.5% -$61.95万 减仓
CRBG COREBRIDGE FINL INC $22.43万0.01%7,833 -5,700-42.1% -$16.32万 减仓
T AT&T INC $23.91万0.01%11,553 -2,700-18.9% -$5.59万 减仓
DD DUPONT DE NEMOURS INC $24.27万0.01%1,789 1,789— $24.27万 新建仓
CF CF INDUSTRIES HOLD $24.51万0.01%2,264 -90-3.8% -$9,743 减仓
CELH CELSIUS HLDGS INC $24.78万0.01%8,463 00.0% — 不变
TEAM ATLASSIAN CORPORATION $25.04万0.01%3,219 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $26.78万0.01%990 -300-23.3% -$8.11万 减仓
MDLN MEDLINE INC $27.61万0.01%7,000 7,000— $27.61万 新建仓
BRO BROWN & BROWN INC $28.16万0.01%4,390 4,390— $28.16万 新建仓
KIM KIMCO REALTY CORP $28.77万0.01%11,350 -350-3.0% -$8,873 减仓
COIN COINBASE GLOBAL INC $28.80万0.01%1,970 00.0% — 不变
DELL DELL TECHNOLOGIES INC $29.34万0.01%680 680— $29.34万 新建仓
SE SEA LTD $31.26万0.01%3,262 200.6% $1,917 加仓
DECK DECKERS OUTDOOR CORP $32.67万0.01%3,290 3,290— $32.67万 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $32.99万0.01%2,680 -2,177-44.8% -$26.80万 重新持有
KVUE KENVUE INC $33.06万0.01%17,300 17,300— $33.06万 新建仓
TER TERADYNE INC $34.01万0.01%703 703— $34.01万 新建仓
NDSN NORDSON CORP $34.33万0.01%1,138 1,138— $34.33万 新建仓
STZ CONSTELLATION BRANDS INC $34.90万0.01%2,509 00.0% — 不变
MKC MCCORMICK & CO INC $36.60万0.01%7,260 2,79062.4% $14.07万 加仓
WEC WEC ENERGY GROUP INC $36.98万0.01%3,167 3,167— $36.98万 新建仓
VLO VALERO ENERGY CORP $38.81万0.01%1,490 43040.6% $11.20万 加仓
ETR ENTERGY CORP NEW $39.28万0.01%3,420 -300-8.1% -$3.45万 减仓
FICO FAIR ISAAC CORP $39.91万0.01%334 -82-19.7% -$9.80万 重新持有
RDDT REDDIT INC $40.11万0.01%2,311 -1,100-32.2% -$19.09万 减仓
VRSK VERISK ANALYTICS INC $40.39万0.01%2,250 2,250— $40.39万 新建仓
CVS CVS HEALTH CORP $41.15万0.01%3,978 -1,020-20.4% -$10.55万 减仓
FIS FIDELITY NATL INFORMATION SV $45.85万0.02%11,792 1,52014.8% $5.91万 加仓
TSN TYSON FOODS INC $47.52万0.02%8,301 -1,660-16.7% -$9.50万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $50.38万0.02%6,208 00.0% — 不变
CRM SALESFORCE INC $50.46万0.02%3,221 -1,872-36.8% -$29.33万 减仓
PYPL PAYPAL HLDGS INC $52.04万0.02%12,051 -1,180-8.9% -$5.10万 减仓
FDXF FEDEX FGHT HLDG CO INC $52.20万0.02%3,457 3,457— $52.20万 新建仓
DLTR DOLLAR TREE INC $53.10万0.02%4,390 -3,190-42.1% -$38.58万 减仓
MO ALTRIA GROUP INC $53.55万0.02%7,442 2,60053.7% $18.71万 加仓
LITE LUMENTUM HLDGS INC $53.89万0.02%628 628— $53.89万 新建仓
CASY CASEYS GEN STORES INC $54.05万0.02%680 680— $54.05万 新建仓
NVR NVR INC $54.51万0.02%80 1523.1% $10.22万 加仓
DASH DOORDASH INC $55.86万0.02%3,027 -189-5.9% -$3.49万 减仓
JCI JOHNSON CONTROLS INTERNATION $57.33万0.02%3,924 73022.9% $10.67万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $57.93万0.02%2,130 -110-4.9% -$2.99万 减仓
BMRN BIOMARIN PHARMACEUTICAL INC $59.80万0.02%10,451 00.0% — 不变
NEM NEWMONT CORP $60.37万0.02%6,464 -820-11.3% -$7.66万 减仓
INTU INTUIT $62.25万0.02%2,385 -201-7.8% -$5.25万 减仓
SLB SLB LIMITED $62.72万0.02%13,492 2491.9% $1.16万 加仓
J JACOBS SOLUTIONS INC $63.00万0.02%5,000 -1,490-23.0% -$18.77万 减仓
BSX BOSTON SCIENTIFIC CORP $63.57万0.02%14,895 -17,174-53.6% -$73.30万 减仓
RF REGIONS FINANCIAL CORP NEW $64.63万0.02%21,400 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $67.74万0.02%38,209 00.0% — 不变
DTE DTE ENERGY CO $68.17万0.02%4,474 -980-18.0% -$14.93万 减仓
JBHT HUNT J B TRANS SVCS INC $68.71万0.02%2,374 -980-29.2% -$28.36万 减仓
MTD METTLER TOLEDO INTERNATIONAL $69.37万0.02%543 10223.1% $13.03万 加仓
GM GENERAL MTRS CO $69.37万0.02%9,000 -180-2.0% -$1.39万 减仓
ZS ZSCALER INC $69.64万0.02%4,934 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $71.28万0.02%3,183 1,834136.0% $41.07万 加仓
SITM SITIME CORP $71.57万0.02%960 960— $71.57万 新建仓
RKT ROCKET COS INC $72.45万0.02%46,000 46,000— $72.45万 新建仓
COP CONOCOPHILLIPS $72.62万0.02%6,985 1,14019.5% $11.85万 加仓
SNPS SYNOPSYS INC $72.84万0.02%1,633 -1,320-44.7% -$58.88万 减仓
IOT SAMSARA INC $73.29万0.02%22,600 00.0% — 不变
CIEN CIENA CORP $74.17万0.02%1,512 21216.3% $10.40万 加仓
INCY INCYTE CORP $74.38万0.02%6,561 -3,170-32.6% -$35.94万 减仓
SPOT SPOTIFY TECHNOLOGY S A $76.26万0.03%1,661 -35-2.1% -$1.61万 减仓
INVH INVITATION HOMES INC $76.67万0.03%25,380 00.0% — 不变
HONA HONEYWELL AEROSPACE INC $77.16万0.03%3,490 3,490— $77.16万 新建仓
APP APPLOVIN CORP $77.70万0.03%1,508 120.8% $6,183 加仓
HON HONEYWELL INTL INC $78.14万0.03%3,490 -3,498-50.1% -$78.32万 减仓
BE BLOOM ENERGY CORP $79.91万0.03%2,640 2,640— $79.91万 新建仓
ON ON SEMICONDUCTOR CORP $81.29万0.03%8,598 -4,792-35.8% -$45.30万 减仓
CEG CONSTELLATION ENERGY CORP $81.54万0.03%3,283 451.4% $1.12万 加仓
WST WEST PHARMACEUTICAL SVSC INC $81.96万0.03%2,283 -890-28.0% -$31.95万 减仓
BKR BAKER HUGHES COMPANY $82.69万0.03%14,900 -7,480-33.4% -$41.51万 减仓
MDB MONGODB INC $84.41万0.03%2,513 -831-24.9% -$27.91万 减仓