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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $161.64万 | 0.06% | 32,199 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $161.11万 | 0.06% | 2,717 | 1,200 | 79.1% | $71.16万 | 加仓 |
| — | HONEYWELL INTL INC | $157.95万 | 0.05% | 6,988 | -1,150 | -14.1% | -$25.99万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $153.90万 | 0.05% | 3,942 | 48 | 1.2% | $1.87万 | 加仓 |
| BMI | BADGER METER INC | $153.87万 | 0.05% | 10,100 | 2,400 | 31.2% | $36.56万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $152.93万 | 0.05% | 44,796 | 18,000 | 67.2% | $61.45万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $152.75万 | 0.05% | 5,645 | -468 | -7.7% | -$12.66万 | 减仓 |
| PODD | INSULET CORP | $149.76万 | 0.05% | 7,137 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $148.52万 | 0.05% | 14,994 | 3,720 | 33.0% | $36.85万 | 加仓 |
| MDT | MEDTRONIC PLC | $146.55万 | 0.05% | 16,913 | 16,913 | — | $146.55万 | 新建仓 |
| O | REALTY INCOME CORP | $143.34万 | 0.05% | 23,430 | 6,670 | 39.8% | $40.81万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $143.34万 | 0.05% | 17,900 | 10,500 | 141.9% | $84.08万 | 加仓 |
| AME | AMETEK INC | $141.88万 | 0.05% | 6,619 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $139.52万 | 0.05% | 6,054 | -2,881 | -32.2% | -$66.40万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $136.63万 | 0.05% | 22,380 | 22,380 | — | $136.63万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $135.92万 | 0.05% | 18,758 | 7,080 | 60.6% | $51.30万 | 加仓 |
| P | EVERPURE INC | $135.61万 | 0.05% | 22,970 | 10,470 | 83.8% | $61.81万 | 加仓 |
| PHM | PULTE GROUP INC | $133.49万 | 0.05% | 11,350 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $133.23万 | 0.05% | 6,150 | 4,460 | 263.9% | $96.62万 | 加仓 |
| VMC | VULCAN MATLS CO | $131.77万 | 0.05% | 4,839 | -2,160 | -30.9% | -$58.82万 | 减仓 |
| RMBS | RAMBUS INC DEL | $131.63万 | 0.04% | 15,300 | 15,300 | — | $131.63万 | 新建仓 |
| MS | MORGAN STANLEY | $131.05万 | 0.04% | 7,963 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $127.89万 | 0.04% | 13,269 | -1,910 | -12.6% | -$18.41万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $124.61万 | 0.04% | 14,621 | -96 | -0.7% | -$8,182 | 减仓 |
| KKR | KKR & CO INC | $123.38万 | 0.04% | 13,338 | 5,460 | 69.3% | $50.51万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $121.75万 | 0.04% | 20,713 | 1,310 | 6.8% | $7.70万 | 加仓 |
| SNPS | SYNOPSYS INC | $117.08万 | 0.04% | 2,953 | -1,490 | -33.5% | -$59.08万 | 减仓 |
| ABNB | AIRBNB INC | $116.53万 | 0.04% | 9,228 | 6,380 | 224.0% | $80.57万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $116.17万 | 0.04% | 7,679 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $115.35万 | 0.04% | 11,951 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $114.81万 | 0.04% | 12,437 | -6,860 | -35.5% | -$63.32万 | 减仓 |
| INTU | INTUIT | $111.81万 | 0.04% | 2,586 | -310 | -10.7% | -$13.40万 | 减仓 |
| UNP | UNION PAC CORP | $107.84万 | 0.04% | 4,445 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $107.81万 | 0.04% | 15,526 | -6,808 | -30.5% | -$47.27万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $107.04万 | 0.04% | 3,520 | 1,680 | 91.3% | $51.09万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $103.74万 | 0.04% | 14,422 | -4,750 | -24.8% | -$34.17万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $101.33万 | 0.03% | 14,997 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $100.03万 | 0.03% | 1,655 | 384 | 30.2% | $23.21万 | 加仓 |
| DDOG | DATADOG INC | $97.76万 | 0.03% | 8,281 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $95.07万 | 0.03% | 5,093 | 1,150 | 29.2% | $21.47万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $92.55万 | 0.03% | 15,259 | 5,380 | 54.5% | $32.63万 | 加仓 |
| INCY | INCYTE CORP | $91.59万 | 0.03% | 9,731 | -970 | -9.1% | -$9.13万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $90.42万 | 0.03% | 3,238 | -944 | -22.6% | -$26.36万 | 减仓 |
| SNOW | SNOWFLAKE INC | $87.05万 | 0.03% | 5,772 | -389 | -6.3% | -$5.87万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $83.53万 | 0.03% | 764 | -431 | -36.1% | -$47.12万 | 减仓 |
| SYK | STRYKER CORPORATION | $83.36万 | 0.03% | 2,537 | -720 | -22.1% | -$23.66万 | 减仓 |
| DLTR | DOLLAR TREE INC | $83.01万 | 0.03% | 7,580 | 3,580 | 89.5% | $39.20万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $82.91万 | 0.03% | 13,390 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $82.60万 | 0.03% | 6,490 | 260 | 4.2% | $3.31万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $82.24万 | 0.03% | 1,696 | 99 | 6.2% | $4.80万 | 加仓 |
| MDB | MONGODB INC | $81.85万 | 0.03% | 3,344 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $80.34万 | 0.03% | 2,970 | 400 | 15.6% | $10.82万 | 加仓 |
| DTE | DTE ENERGY CO | $79.75万 | 0.03% | 5,454 | 150 | 2.8% | $2.19万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $79.53万 | 0.03% | 3,173 | 1,472 | 86.5% | $36.89万 | 加仓 |
| GLW | CORNING INC | $78.86万 | 0.03% | 5,800 | 5,800 | — | $78.86万 | 新建仓 |
| NEM | NEWMONT CORP | $78.85万 | 0.03% | 7,284 | -2,790 | -27.7% | -$30.20万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $78.15万 | 0.03% | 2,840 | -154 | -5.1% | -$4.24万 | 减仓 |
| COP | CONOCOPHILLIPS | $77.15万 | 0.03% | 5,845 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $75.55万 | 0.03% | 6,391 | -4,016 | -38.6% | -$47.47万 | 减仓 |
| FIX | COMFORT SYS USA INC | $74.05万 | 0.03% | 537 | 537 | — | $74.05万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $72.83万 | 0.02% | 5,528 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $71.62万 | 0.02% | 22,600 | 7,859 | 53.3% | $24.91万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $71.07万 | 0.02% | 3,354 | -1,020 | -23.3% | -$21.61万 | 减仓 |
| ZS | ZSCALER INC | $69.22万 | 0.02% | 4,934 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $68.39万 | 0.02% | 9,180 | 1,790 | 24.2% | $13.34万 | 加仓 |
| SLB | SLB LIMITED | $68.06万 | 0.02% | 13,243 | -19,400 | -59.4% | -$99.70万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $67.74万 | 0.02% | 1,561 | -2,520 | -61.7% | -$109.36万 | 减仓 |
| KLAC | KLA CORP | $67.14万 | 0.02% | 456 | 136 | 42.5% | $20.02万 | 加仓 |
| TSN | TYSON FOODS INC | $63.82万 | 0.02% | 9,961 | 80 | 0.8% | $5,126 | 加仓 |
| INVH | INVITATION HOMES INC | $63.07万 | 0.02% | 25,380 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $62.61万 | 0.02% | 2,583 | 1,714 | 197.2% | $41.55万 | 重新持有 |
| PYPL | PAYPAL HLDGS INC | $59.84万 | 0.02% | 13,231 | 2,020 | 18.0% | $9.14万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $59.80万 | 0.02% | 38,209 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $59.54万 | 0.02% | 1,496 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $59.04万 | 0.02% | 10,451 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $58.05万 | 0.02% | 5,210 | 2,810 | 117.1% | $31.31万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $57.28万 | 0.02% | 4,236 | -779 | -15.5% | -$10.53万 | 减仓 |
| PEP | PEPSICO INC | $56.65万 | 0.02% | 3,648 | -11,504 | -75.9% | -$178.65万 | 减仓 |
| ALAB | ASTERA LABS INC | $56.44万 | 0.02% | 5,150 | 2,110 | 69.4% | $23.13万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $55.90万 | 0.02% | 21,400 | 3,054 | 16.6% | $7.98万 | 重新持有 |
| MTD | METTLER TOLEDO INTERNATIONAL | $55.62万 | 0.02% | 441 | 77 | 21.2% | $9.71万 | 加仓 |
| CSGP | COSTAR GROUP INC | $55.35万 | 0.02% | 13,720 | 13,720 | — | $55.35万 | 新建仓 |
| CIEN | CIENA CORP | $50.47万 | 0.02% | 1,300 | 1,300 | — | $50.47万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $50.25万 | 0.02% | 6,208 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $48.29万 | 0.02% | 3,216 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $48.19万 | 0.02% | 10,272 | -710 | -6.5% | -$3.33万 | 减仓 |
| RDDT | REDDIT INC | $45.93万 | 0.02% | 3,411 | 590 | 20.9% | $7.94万 | 加仓 |
| MET | METLIFE INC | $45.05万 | 0.02% | 6,370 | 6,370 | — | $45.05万 | 新建仓 |
| HAL | HALLIBURTON CO | $44.84万 | 0.02% | 11,500 | 11,500 | — | $44.84万 | 新建仓 |
| NVR | NVR INC | $42.83万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $42.62万 | 0.01% | 1,247 | 1,247 | — | $42.62万 | 新建仓 |
| COR | CENCORA INC | $42.47万 | 0.01% | 1,352 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $41.83万 | 0.01% | 3,194 | -2,350 | -42.4% | -$30.77万 | 减仓 |
| ETR | ENTERGY CORP NEW | $41.80万 | 0.01% | 3,720 | 3,720 | — | $41.80万 | 新建仓 |
| T | AT&T INC | $41.32万 | 0.01% | 14,253 | 14,253 | — | $41.32万 | 新建仓 |
| KEY | KEYCORP | $38.86万 | 0.01% | 19,381 | -4,200 | -17.8% | -$8.42万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $37.63万 | 0.01% | 2,509 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $37.45万 | 0.01% | 2,170 | 420 | 24.0% | $7.25万 | 加仓 |
| CSCO | CISCO SYS INC | $36.31万 | 0.01% | 4,680 | 310 | 7.1% | $2.41万 | 加仓 |
| CVS | CVS HEALTH CORP | $35.90万 | 0.01% | 4,998 | 4,998 | — | $35.90万 | 新建仓 |