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 |
|---|---|---|---|---|---|---|---|---|
| KKR | KKR & CO INC | $85.89万 | 0.03% | 9,358 | -3,980 | -29.8% | -$36.53万 | 减仓 |
| KLAC | KLA CORP | $86.29万 | 0.03% | 2,860 | -1,700 | -37.3% | -$51.29万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $90.18万 | 0.03% | 2,840 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $91.94万 | 0.03% | 940 | 940 | — | $91.94万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $92.47万 | 0.03% | 16,049 | 790 | 5.2% | $4.55万 | 加仓 |
| DHR | DANAHER CORP DEL | $93.87万 | 0.03% | 4,928 | -3,598 | -42.2% | -$68.53万 | 减仓 |
| ALAB | ASTERA LABS INC | $94.19万 | 0.03% | 1,950 | -3,200 | -62.1% | -$154.57万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $94.25万 | 0.03% | 15,189 | 192 | 1.3% | $1.19万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $94.85万 | 0.03% | 5,628 | 100 | 1.8% | $1.69万 | 加仓 |
| APTV | APTIV PLC | $95.30万 | 0.03% | 15,526 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $96.07万 | 0.03% | 5,464 | 3,530 | 182.5% | $62.07万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $98.22万 | 0.03% | 1,984 | 1,984 | — | $98.22万 | 新建仓 |
| MCD | MCDONALDS CORP | $99.20万 | 0.03% | 3,670 | -2,795 | -43.2% | -$75.55万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $105.39万 | 0.03% | 14,605 | 183 | 1.3% | $1.32万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $106.61万 | 0.04% | 11,577 | -860 | -6.9% | -$7.92万 | 减仓 |
| COR | CENCORA INC | $107.48万 | 0.04% | 3,798 | 2,446 | 180.9% | $69.22万 | 加仓 |
| UNP | UNION PAC CORP | $108.80万 | 0.04% | 4,000 | -445 | -10.0% | -$12.10万 | 减仓 |
| FIX | COMFORT SYS USA INC | $110.00万 | 0.04% | 555 | 18 | 3.4% | $3.57万 | 加仓 |
| DIS | DISNEY WALT CO | $112.60万 | 0.04% | 11,699 | -1,570 | -11.8% | -$15.11万 | 减仓 |
| SO | SOUTHERN CO | $114.38万 | 0.04% | 11,951 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $117.64万 | 0.04% | 3,560 | 40 | 1.1% | $1.32万 | 加仓 |
| SNDK | SANDISK CORP | $118.23万 | 0.04% | 520 | 520 | — | $118.23万 | 新建仓 |
| ABNB | AIRBNB INC | $118.32万 | 0.04% | 8,268 | -960 | -10.4% | -$13.74万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $130.26万 | 0.04% | 20,713 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $131.21万 | 0.04% | 30,989 | -1,210 | -3.8% | -$5.12万 | 减仓 |
| TMUS | T-MOBILE US INC | $131.62万 | 0.04% | 7,847 | -230 | -2.8% | -$3.86万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $132.76万 | 0.04% | 14,481 | -140 | -1.0% | -$1.28万 | 减仓 |
| PHM | PULTE GROUP INC | $134.38万 | 0.04% | 9,794 | -1,556 | -13.7% | -$21.35万 | 减仓 |
| TW | TRADEWEB MKTS INC | $135.18万 | 0.04% | 13,564 | -2,771 | -17.0% | -$27.62万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $142.93万 | 0.05% | 3,666 | -712 | -16.3% | -$27.76万 | 减仓 |
| VMC | VULCAN MATLS CO | $144.23万 | 0.05% | 4,889 | 50 | 1.0% | $1.48万 | 加仓 |
| MELI | MERCADOLIBRE INC | $144.45万 | 0.05% | 851 | -144 | -14.5% | -$24.44万 | 减仓 |
| SNOW | SNOWFLAKE INC | $146.90万 | 0.05% | 5,772 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $147.34万 | 0.05% | 23,780 | 350 | 1.5% | $2.17万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $148.25万 | 0.05% | 2,957 | -2,111 | -41.7% | -$105.84万 | 减仓 |
| BMI | BADGER METER INC | $149.86万 | 0.05% | 10,100 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $150.07万 | 0.05% | 5,875 | 75 | 1.3% | $1.92万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $152.59万 | 0.05% | 12,078 | -3,797 | -23.9% | -$47.97万 | 减仓 |
| ETN | EATON CORP PLC | $156.05万 | 0.05% | 3,662 | -2,772 | -43.1% | -$118.12万 | 减仓 |
| WAT | WATERS CORP | $158.27万 | 0.05% | 4,220 | 4,220 | — | $158.27万 | 新建仓 |
| PODD | INSULET CORP | $158.78万 | 0.05% | 10,429 | 3,292 | 46.1% | $50.12万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $160.21万 | 0.05% | 16,668 | -2,090 | -11.1% | -$20.09万 | 减仓 |
| CTVA | CORTEVA INC | $161.08万 | 0.05% | 19,020 | -2,198 | -10.4% | -$18.61万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $164.14万 | 0.05% | 6,105 | 51 | 0.8% | $1.37万 | 加仓 |
| SRE | SEMPRA | $166.42万 | 0.06% | 17,951 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $169.62万 | 0.06% | 1,227 | 463 | 60.6% | $64.00万 | 加仓 |
| AMAT | APPLIED MATLS INC | $169.98万 | 0.06% | 2,351 | 1,104 | 88.5% | $79.82万 | 加仓 |
| PGR | PROGRESSIVE CORP | $171.09万 | 0.06% | 7,832 | -436 | -5.3% | -$9.52万 | 减仓 |
| P | EVERPURE INC | $172.38万 | 0.06% | 21,879 | -1,091 | -4.7% | -$8.60万 | 减仓 |
| CVX | CHEVRON CORPORATION | $173.30万 | 0.06% | 10,455 | 270 | 2.7% | $4.48万 | 加仓 |
| MS | MORGAN STANLEY | $174.40万 | 0.06% | 8,343 | 380 | 4.8% | $7.94万 | 加仓 |
| ROST | ROSS STORES INC | $174.75万 | 0.06% | 8,210 | 2,060 | 33.5% | $43.85万 | 加仓 |
| VICI | VICI PPTYS INC | $176.04万 | 0.06% | 66,305 | -600 | -0.9% | -$1.59万 | 减仓 |
| IBDT | ISHARES TR | $176.75万 | 0.06% | 70,000 | 70,000 | — | $176.75万 | 新建仓 |
| EMR | EMERSON ELEC CO | $180.87万 | 0.06% | 12,635 | 30 | 0.2% | $4,294 | 加仓 |
| USB | US BANCORP | $186.77万 | 0.06% | 30,922 | -3,720 | -10.7% | -$22.47万 | 减仓 |
| AME | AMETEK INC | $188.08万 | 0.06% | 7,774 | 1,155 | 17.4% | $27.94万 | 加仓 |
| MDT | MEDTRONIC PLC | $189.25万 | 0.06% | 24,191 | 7,278 | 43.0% | $56.94万 | 加仓 |
| MRK | MERCK & CO INC | $190.60万 | 0.06% | 14,833 | 590 | 4.1% | $7.58万 | 加仓 |
| HEI/A | HEICO CORP NEW | $194.28万 | 0.06% | 7,533 | -555 | -6.9% | -$14.31万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $195.71万 | 0.06% | 3,612 | 895 | 32.9% | $48.49万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $196.57万 | 0.07% | 9,225 | -494 | -5.1% | -$10.53万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $201.50万 | 0.07% | 5,067 | -301 | -5.6% | -$11.97万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $202.54万 | 0.07% | 2,654 | -1,288 | -32.7% | -$98.29万 | 减仓 |
| RMBS | RAMBUS INC DEL | $203.09万 | 0.07% | 15,300 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $203.62万 | 0.07% | 3,210 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $204.70万 | 0.07% | 10,789 | -882 | -7.6% | -$16.73万 | 减仓 |
| BAC | BANK OF AMER CORP | $207.29万 | 0.07% | 36,380 | -2,014 | -5.2% | -$11.48万 | 减仓 |
| NOW | SERVICENOW INC | $208.08万 | 0.07% | 20,959 | 2,040 | 10.8% | $20.25万 | 加仓 |
| PLD | PROLOGIS INC. | $208.65万 | 0.07% | 15,402 | -1,342 | -8.0% | -$18.18万 | 减仓 |
| APH | AMPHENOL CORP | $210.37万 | 0.07% | 11,931 | -2,390 | -16.7% | -$42.14万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $213.85万 | 0.07% | 44,785 | -11 | -0.0% | -$525 | 减仓 |
| SPGI | S&P GLOBAL INC | $214.54万 | 0.07% | 5,268 | 1,001 | 23.5% | $40.77万 | 加仓 |
| FDX | FEDEX CORP | $216.56万 | 0.07% | 6,916 | -792 | -10.3% | -$24.80万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $218.37万 | 0.07% | 6,238 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $218.81万 | 0.07% | 8,404 | 123 | 1.5% | $3.20万 | 加仓 |
| ECL | ECOLAB INC | $219.49万 | 0.07% | 7,878 | -1,293 | -14.1% | -$36.02万 | 减仓 |
| MPC | MARATHON PETE CORP | $224.56万 | 0.07% | 8,783 | -580 | -6.2% | -$14.83万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $225.25万 | 0.07% | 24,900 | 7,000 | 39.1% | $63.32万 | 加仓 |
| IBDV | ISHARES TR | $228.90万 | 0.08% | 105,000 | 105,000 | — | $228.90万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $230.84万 | 0.08% | 12,951 | -3,524 | -21.4% | -$62.81万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $232.12万 | 0.08% | 4,673 | -332 | -6.6% | -$16.49万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $233.24万 | 0.08% | 11,626 | -1,786 | -13.3% | -$35.83万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $239.74万 | 0.08% | 10,443 | 2,260 | 27.6% | $51.88万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $240.84万 | 0.08% | 5,043 | -1,236 | -19.7% | -$59.03万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $241.74万 | 0.08% | 45,517 | 45,517 | — | $241.74万 | 新建仓 |
| WMB | WILLIAMS COS INC | $242.63万 | 0.08% | 32,638 | -156 | -0.5% | -$1.16万 | 减仓 |
| CSCO | CISCO SYS INC | $243.95万 | 0.08% | 20,769 | 16,089 | 343.8% | $188.98万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $245.33万 | 0.08% | 3,841 | 871 | 29.3% | $55.63万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $248.09万 | 0.08% | 2,453 | -11 | -0.4% | -$1.11万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $261.47万 | 0.09% | 28,338 | 198 | 0.7% | $1.83万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $262.20万 | 0.09% | 7,032 | 1,332 | 23.4% | $49.67万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $263.94万 | 0.09% | 14,014 | 30 | 0.2% | $5,650 | 加仓 |
| EOG | EOG RES INC | $268.00万 | 0.09% | 20,658 | 1,712 | 9.0% | $22.21万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $268.77万 | 0.09% | 5,233 | 784 | 17.6% | $40.27万 | 加仓 |
| ORCL | ORACLE CORP | $269.62万 | 0.09% | 18,398 | -117 | -0.6% | -$1.71万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $276.04万 | 0.09% | 16,249 | -1,439 | -8.1% | -$24.45万 | 减仓 |
| BLK | BLACKROCK INC | $285.78万 | 0.09% | 2,972 | 1 | 0.0% | $962 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $286.21万 | 0.09% | 24,532 | -2,628 | -9.7% | -$30.66万 | 减仓 |
| NFLX | NETFLIX INC. | $289.53万 | 0.10% | 40,551 | -2,131 | -5.0% | -$15.22万 | 减仓 |