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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $269.00万 | 0.09% | 8,893 | -216 | -2.4% | -$6.53万 | 减仓 |
| ORCL | ORACLE CORP | $272.37万 | 0.09% | 18,515 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $273.90万 | 0.09% | 18,946 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $273.92万 | 0.09% | 3,138 | -208 | -6.2% | -$18.16万 | 减仓 |
| FDX | FEDEX CORP | $274.54万 | 0.09% | 7,708 | 930 | 13.7% | $33.12万 | 加仓 |
| PWR | QUANTA SVCS INC | $276.16万 | 0.09% | 5,030 | -770 | -13.3% | -$42.27万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $277.46万 | 0.09% | 659 | 15 | 2.3% | $6.32万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $277.77万 | 0.09% | 11,085 | -2,070 | -15.7% | -$51.87万 | 减仓 |
| WELL | WELLTOWER INC | $285.69万 | 0.10% | 14,450 | -660 | -4.4% | -$13.05万 | 减仓 |
| BLK | BLACKROCK INC | $285.72万 | 0.10% | 2,971 | -41 | -1.4% | -$3.94万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $302.33万 | 0.10% | 14,150 | -670 | -4.5% | -$14.32万 | 减仓 |
| GOOG | ALPHABET INC CAP STK | $302.47万 | 0.10% | 10,544 | -170 | -1.6% | -$4.88万 | 减仓 |
| CMI | CUMMINS INC | $310.11万 | 0.11% | 5,764 | 582 | 11.2% | $31.31万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $315.11万 | 0.11% | 33,927 | 460 | 1.4% | $4.27万 | 加仓 |
| KO | COCA COLA CO | $356.32万 | 0.12% | 46,854 | 5,170 | 12.4% | $39.32万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $359.55万 | 0.12% | 21,746 | 2,800 | 14.8% | $46.30万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $371.46万 | 0.13% | 25,717 | -1,750 | -6.4% | -$25.28万 | 减仓 |
| WFC | WELLS FARGO & CO | $375.15万 | 0.13% | 47,123 | 6,040 | 14.7% | $48.08万 | 加仓 |
| LIN | LINDE PLC | $385.06万 | 0.13% | 7,767 | -986 | -11.3% | -$48.88万 | 减仓 |
| HD | HOME DEPOT INC | $387.73万 | 0.13% | 11,789 | 1,206 | 11.4% | $39.66万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $397.30万 | 0.14% | 27,160 | 3,950 | 17.0% | $57.78万 | 加仓 |
| NFLX | NETFLIX INC. | $410.39万 | 0.14% | 42,682 | 770 | 1.8% | $7.40万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $416.51万 | 0.14% | 4,180 | -688 | -14.1% | -$68.55万 | 减仓 |
| C | CITIGROUP INC | $417.25万 | 0.14% | 36,791 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $427.35万 | 0.15% | 8,918 | -28 | -0.3% | -$1.34万 | 减仓 |
| TJX | TJX COS INC NEW | $441.17万 | 0.15% | 27,625 | 1,420 | 5.4% | $22.68万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $442.44万 | 0.15% | 13,096 | -826 | -5.9% | -$27.91万 | 减仓 |
| — | EXXON MOBIL CORP | $449.77万 | 0.15% | 26,510 | 300 | 1.1% | $5.09万 | 加仓 |
| ABBV | ABBVIE INC | $482.31万 | 0.16% | 22,176 | -90 | -0.4% | -$1.96万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II ISHARES AAA | $507.98万 | 0.17% | 98,000 | 98,000 | — | $507.98万 | 新建仓 |
| V | VISA INC | $631.68万 | 0.22% | 20,900 | 534 | 2.6% | $16.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $633.27万 | 0.22% | 25,907 | -570 | -2.2% | -$13.93万 | 减仓 |
| LLY | ELI LILLY & CO | $671.06万 | 0.23% | 7,296 | 52 | 0.7% | $4.78万 | 加仓 |
| WMT | WALMART INC | $707.61万 | 0.24% | 56,937 | -3,010 | -5.0% | -$37.41万 | 减仓 |
| TSLA | TESLA INC | $808.33万 | 0.28% | 21,744 | -198 | -0.9% | -$7.36万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $894.19万 | 0.31% | 30,398 | 40 | 0.1% | $1.18万 | 加仓 |
| META | META PLATFORMS INC | $1,193.23万 | 0.41% | 20,856 | -623 | -2.9% | -$35.64万 | 减仓 |
| AVGO | BROADCOM INC | $1,339.22万 | 0.46% | 43,269 | 1,420 | 3.4% | $43.95万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,400.38万 | 0.48% | 283,649 | 283,649 | — | $1,400.38万 | 新建仓 |
| AMZN | AMAZON COM INC | $1,806.85万 | 0.62% | 86,755 | -2,815 | -3.1% | -$58.63万 | 减仓 |
| IBDS | ISHARES TR | $1,830.12万 | 0.63% | 755,000 | 187,000 | 32.9% | $453.29万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2,048.84万 | 0.70% | 126,683 | 126,683 | — | $2,048.84万 | 新建仓 |
| MSFT | MICROSOFT CORP | $2,425.87万 | 0.83% | 65,534 | -1,090 | -1.6% | -$40.35万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK | $2,646.21万 | 0.90% | 92,023 | -160 | -0.2% | -$4.60万 | 减仓 |
| IBDU | ISHARES TR | $2,742.35万 | 0.94% | 1,179,000 | 241,000 | 25.7% | $560.57万 | 加仓 |
| AAPL | APPLE INC | $3,335.59万 | 1.14% | 131,431 | -3,780 | -2.8% | -$95.93万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $3,444.17万 | 1.18% | 259,155 | 5,358 | 2.1% | $71.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,032.44万 | 1.38% | 231,218 | -2,160 | -0.9% | -$37.67万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $2.12亿 | 7.23% | 2,833,000 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $20.84亿 | 71.23% | 19,120,368 | 0 | 0.0% | — | 不变 |