Meiji Yasuda Life Insurance Co
TOKYO M0 · SEC CIK 0001144492
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPOT | SPOTIFY TECHNOLOGY S A | $82.24万 | 0.03% | 1,696 | 99 | 6.2% | $4.80万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $82.60万 | 0.03% | 6,490 | 260 | 4.2% | $3.31万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $82.91万 | 0.03% | 13,390 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $83.01万 | 0.03% | 7,580 | 3,580 | 89.5% | $39.20万 | 加仓 |
| SYK | STRYKER CORPORATION | $83.36万 | 0.03% | 2,537 | -720 | -22.1% | -$23.66万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $83.53万 | 0.03% | 764 | -431 | -36.1% | -$47.12万 | 减仓 |
| SNOW | SNOWFLAKE INC | $87.05万 | 0.03% | 5,772 | -389 | -6.3% | -$5.87万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $90.42万 | 0.03% | 3,238 | -944 | -22.6% | -$26.36万 | 减仓 |
| INCY | INCYTE CORP | $91.59万 | 0.03% | 9,731 | -970 | -9.1% | -$9.13万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $92.55万 | 0.03% | 15,259 | 5,380 | 54.5% | $32.63万 | 加仓 |
| CRM | SALESFORCE INC | $95.07万 | 0.03% | 5,093 | 1,150 | 29.2% | $21.47万 | 加仓 |
| DDOG | DATADOG INC | $97.76万 | 0.03% | 8,281 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $100.03万 | 0.03% | 1,655 | 384 | 30.2% | $23.21万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $101.33万 | 0.03% | 14,997 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $103.74万 | 0.04% | 14,422 | -4,750 | -24.8% | -$34.17万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $107.04万 | 0.04% | 3,520 | 1,680 | 91.3% | $51.09万 | 加仓 |
| APTV | APTIV PLC | $107.81万 | 0.04% | 15,526 | -6,808 | -30.5% | -$47.27万 | 减仓 |
| UNP | UNION PAC CORP | $107.84万 | 0.04% | 4,445 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $111.81万 | 0.04% | 2,586 | -310 | -10.7% | -$13.40万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $114.81万 | 0.04% | 12,437 | -6,860 | -35.5% | -$63.32万 | 减仓 |
| SO | SOUTHERN CO | $115.35万 | 0.04% | 11,951 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $116.17万 | 0.04% | 7,679 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $116.53万 | 0.04% | 9,228 | 6,380 | 224.0% | $80.57万 | 加仓 |
| SNPS | SYNOPSYS INC | $117.08万 | 0.04% | 2,953 | -1,490 | -33.5% | -$59.08万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $121.75万 | 0.04% | 20,713 | 1,310 | 6.8% | $7.70万 | 加仓 |
| KKR | KKR & CO INC | $123.38万 | 0.04% | 13,338 | 5,460 | 69.3% | $50.51万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $124.61万 | 0.04% | 14,621 | -96 | -0.7% | -$8,182 | 减仓 |
| DIS | DISNEY WALT CO | $127.89万 | 0.04% | 13,269 | -1,910 | -12.6% | -$18.41万 | 减仓 |
| MS | MORGAN STANLEY | $131.05万 | 0.04% | 7,963 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $131.63万 | 0.04% | 15,300 | 15,300 | — | $131.63万 | 新建仓 |
| VMC | VULCAN MATLS CO | $131.77万 | 0.05% | 4,839 | -2,160 | -30.9% | -$58.82万 | 减仓 |
| ROST | ROSS STORES INC | $133.23万 | 0.05% | 6,150 | 4,460 | 263.9% | $96.62万 | 加仓 |
| PHM | PULTE GROUP INC | $133.49万 | 0.05% | 11,350 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $135.61万 | 0.05% | 22,970 | 10,470 | 83.8% | $61.81万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $135.92万 | 0.05% | 18,758 | 7,080 | 60.6% | $51.30万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $136.63万 | 0.05% | 22,380 | 22,380 | — | $136.63万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $139.52万 | 0.05% | 6,054 | -2,881 | -32.2% | -$66.40万 | 减仓 |
| AME | AMETEK INC | $141.88万 | 0.05% | 6,619 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $143.34万 | 0.05% | 17,900 | 10,500 | 141.9% | $84.08万 | 加仓 |
| O | REALTY INCOME CORP | $143.34万 | 0.05% | 23,430 | 6,670 | 39.8% | $40.81万 | 加仓 |
| MDT | MEDTRONIC PLC | $146.55万 | 0.05% | 16,913 | 16,913 | — | $146.55万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $148.52万 | 0.05% | 14,994 | 3,720 | 33.0% | $36.85万 | 加仓 |
| PODD | INSULET CORP | $149.76万 | 0.05% | 7,137 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $152.75万 | 0.05% | 5,645 | -468 | -7.7% | -$12.66万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $152.93万 | 0.05% | 44,796 | 18,000 | 67.2% | $61.45万 | 加仓 |
| BMI | BADGER METER INC | $153.87万 | 0.05% | 10,100 | 2,400 | 31.2% | $36.56万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $153.90万 | 0.05% | 3,942 | 48 | 1.2% | $1.87万 | 加仓 |
| — | HONEYWELL INTL INC | $157.95万 | 0.05% | 6,988 | -1,150 | -14.1% | -$25.99万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $161.11万 | 0.06% | 2,717 | 1,200 | 79.1% | $71.16万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $161.64万 | 0.06% | 32,199 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $161.65万 | 0.06% | 8,526 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $163.90万 | 0.06% | 8,268 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $163.94万 | 0.06% | 4,914 | 1,372 | 38.7% | $45.77万 | 加仓 |
| EMR | EMERSON ELEC CO | $165.15万 | 0.06% | 12,605 | 2,660 | 26.7% | $34.85万 | 加仓 |
| TMUS | T-MOBILE US INC | $169.64万 | 0.06% | 8,077 | 93 | 1.2% | $1.95万 | 加仓 |
| HEI/A | HEICO CORP NEW | $170.73万 | 0.06% | 8,088 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $171.33万 | 0.06% | 14,243 | 5,800 | 68.7% | $69.77万 | 加仓 |
| MELI | MERCADOLIBRE INC | $172.04万 | 0.06% | 995 | 30 | 3.1% | $5.19万 | 加仓 |
| MCK | MCKESSON CORP | $173.85万 | 0.06% | 2,009 | -713 | -26.2% | -$61.70万 | 减仓 |
| SRE | SEMPRA | $174.43万 | 0.06% | 17,951 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $176.14万 | 0.06% | 6,238 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $177.23万 | 0.06% | 8,183 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $177.62万 | 0.06% | 21,218 | -1,477 | -6.5% | -$12.36万 | 减仓 |
| USB | US BANCORP | $180.17万 | 0.06% | 34,642 | -3,320 | -8.7% | -$17.27万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $180.81万 | 0.06% | 11,278 | -860 | -7.1% | -$13.79万 | 减仓 |
| DE | DEERE & CO | $180.82万 | 0.06% | 3,210 | 1,560 | 94.5% | $87.87万 | 加仓 |
| APH | AMPHENOL CORP | $180.95万 | 0.06% | 14,321 | -540 | -3.6% | -$6.82万 | 减仓 |
| SPGI | S&P GLOBAL INC | $181.49万 | 0.06% | 4,267 | -1,934 | -31.2% | -$82.26万 | 减仓 |
| VICI | VICI PPTYS INC | $182.78万 | 0.06% | 66,905 | -100 | -0.1% | -$2,732 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $183.94万 | 0.06% | 5,700 | 5,700 | — | $183.94万 | 新建仓 |
| BAC | BANK AMERICA CORP | $187.17万 | 0.06% | 38,394 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $192.20万 | 0.07% | 16,335 | -2,340 | -12.5% | -$27.53万 | 减仓 |
| NOW | SERVICENOW INC | $197.80万 | 0.07% | 18,919 | -4,456 | -19.1% | -$46.59万 | 减仓 |
| MCD | MCDONALDS CORP | $200.93万 | 0.07% | 6,465 | 912 | 16.4% | $28.34万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $201.23万 | 0.07% | 32,069 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $206.96万 | 0.07% | 10,030 | 10,030 | — | $206.96万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $207.18万 | 0.07% | 4,378 | -208 | -4.5% | -$9.84万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $208.45万 | 0.07% | 2,464 | -1,200 | -32.8% | -$101.52万 | 减仓 |
| CVX | CHEVRON CORPORATION | $210.73万 | 0.07% | 10,185 | -315 | -3.0% | -$6.52万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $212.20万 | 0.07% | 6,279 | -1,040 | -14.2% | -$35.15万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $212.87万 | 0.07% | 9,719 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $217.17万 | 0.07% | 17,688 | -3,730 | -17.4% | -$45.80万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $221.25万 | 0.08% | 15,875 | 2,570 | 19.3% | $35.82万 | 加仓 |
| PLD | PROLOGIS INC. | $221.32万 | 0.08% | 16,744 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $222.30万 | 0.08% | 4,449 | -784 | -15.0% | -$39.17万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $223.49万 | 0.08% | 5,005 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $223.80万 | 0.08% | 3,159 | 1,890 | 148.9% | $133.90万 | 加仓 |
| RTX | RTX CORPORATION | $225.13万 | 0.08% | 11,671 | -1,070 | -8.4% | -$20.64万 | 减仓 |
| MPC | MARATHON PETE CORP | $228.63万 | 0.08% | 9,363 | -820 | -8.1% | -$20.02万 | 减仓 |
| ETN | EATON CORP PLC | $230.12万 | 0.08% | 6,434 | -2,330 | -26.6% | -$83.34万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $232.23万 | 0.08% | 13,984 | 4,670 | 50.1% | $77.55万 | 加仓 |
| GE | GE AEROSPACE | $232.27万 | 0.08% | 8,185 | -5,356 | -39.6% | -$151.99万 | 减仓 |
| GWW | WW GRAINGER INC | $235.29万 | 0.08% | 2,157 | 900 | 71.6% | $98.17万 | 加仓 |
| WMB | WILLIAMS COS INC | $238.67万 | 0.08% | 32,794 | 1,330 | 4.2% | $9.68万 | 加仓 |
| ECL | ECOLAB INC | $243.97万 | 0.08% | 9,171 | 1,756 | 23.7% | $46.71万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $244.68万 | 0.08% | 13,412 | 3,560 | 36.1% | $64.95万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $246.86万 | 0.08% | 12,135 | -150 | -1.2% | -$3.05万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $247.46万 | 0.08% | 5,368 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $249.11万 | 0.09% | 5,068 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $264.46万 | 0.09% | 28,140 | -590 | -2.1% | -$5.54万 | 减仓 |