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
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2026Q2 卖出最多 按季末市值估算
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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 |
|---|---|---|---|---|---|---|---|---|
| VICI | VICI PPTYS INC | $176.04万 | 0.06% | 66,305 | -600 | -0.9% | -$1.59万 | 减仓 |
| ROST | ROSS STORES INC | $174.75万 | 0.06% | 8,210 | 2,060 | 33.5% | $43.85万 | 加仓 |
| MS | MORGAN STANLEY | $174.40万 | 0.06% | 8,343 | 380 | 4.8% | $7.94万 | 加仓 |
| CVX | CHEVRON CORPORATION | $173.30万 | 0.06% | 10,455 | 270 | 2.7% | $4.48万 | 加仓 |
| P | EVERPURE INC | $172.38万 | 0.06% | 21,879 | -1,091 | -4.7% | -$8.60万 | 减仓 |
| PGR | PROGRESSIVE CORP | $171.09万 | 0.06% | 7,832 | -436 | -5.3% | -$9.52万 | 减仓 |
| AMAT | APPLIED MATLS INC | $169.98万 | 0.06% | 2,351 | 1,104 | 88.5% | $79.82万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $169.62万 | 0.06% | 1,227 | 463 | 60.6% | $64.00万 | 加仓 |
| SRE | SEMPRA | $166.42万 | 0.06% | 17,951 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $164.14万 | 0.05% | 6,105 | 51 | 0.8% | $1.37万 | 加仓 |
| CTVA | CORTEVA INC | $161.08万 | 0.05% | 19,020 | -2,198 | -10.4% | -$18.61万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $160.21万 | 0.05% | 16,668 | -2,090 | -11.1% | -$20.09万 | 减仓 |
| PODD | INSULET CORP | $158.78万 | 0.05% | 10,429 | 3,292 | 46.1% | $50.12万 | 加仓 |
| WAT | WATERS CORP | $158.27万 | 0.05% | 4,220 | 4,220 | — | $158.27万 | 新建仓 |
| ETN | EATON CORP PLC | $156.05万 | 0.05% | 3,662 | -2,772 | -43.1% | -$118.12万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $152.59万 | 0.05% | 12,078 | -3,797 | -23.9% | -$47.97万 | 减仓 |
| GLW | CORNING INC | $150.07万 | 0.05% | 5,875 | 75 | 1.3% | $1.92万 | 加仓 |
| BMI | BADGER METER INC | $149.86万 | 0.05% | 10,100 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $148.25万 | 0.05% | 2,957 | -2,111 | -41.7% | -$105.84万 | 减仓 |
| O | REALTY INCOME CORP | $147.34万 | 0.05% | 23,780 | 350 | 1.5% | $2.17万 | 加仓 |
| SNOW | SNOWFLAKE INC | $146.90万 | 0.05% | 5,772 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $144.45万 | 0.05% | 851 | -144 | -14.5% | -$24.44万 | 减仓 |
| VMC | VULCAN MATLS CO | $144.23万 | 0.05% | 4,889 | 50 | 1.0% | $1.48万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $142.93万 | 0.05% | 3,666 | -712 | -16.3% | -$27.76万 | 减仓 |
| TW | TRADEWEB MKTS INC | $135.18万 | 0.04% | 13,564 | -2,771 | -17.0% | -$27.62万 | 减仓 |
| PHM | PULTE GROUP INC | $134.38万 | 0.04% | 9,794 | -1,556 | -13.7% | -$21.35万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $132.76万 | 0.04% | 14,481 | -140 | -1.0% | -$1.28万 | 减仓 |
| TMUS | T-MOBILE US INC | $131.62万 | 0.04% | 7,847 | -230 | -2.8% | -$3.86万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $131.21万 | 0.04% | 30,989 | -1,210 | -3.8% | -$5.12万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $130.26万 | 0.04% | 20,713 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $118.32万 | 0.04% | 8,268 | -960 | -10.4% | -$13.74万 | 减仓 |
| SNDK | SANDISK CORP | $118.23万 | 0.04% | 520 | 520 | — | $118.23万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $117.64万 | 0.04% | 3,560 | 40 | 1.1% | $1.32万 | 加仓 |
| SO | SOUTHERN CO | $114.38万 | 0.04% | 11,951 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $112.60万 | 0.04% | 11,699 | -1,570 | -11.8% | -$15.11万 | 减仓 |
| FIX | COMFORT SYS USA INC | $110.00万 | 0.04% | 555 | 18 | 3.4% | $3.57万 | 加仓 |
| UNP | UNION PAC CORP | $108.80万 | 0.04% | 4,000 | -445 | -10.0% | -$12.10万 | 减仓 |
| COR | CENCORA INC | $107.48万 | 0.04% | 3,798 | 2,446 | 180.9% | $69.22万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $106.61万 | 0.04% | 11,577 | -860 | -6.9% | -$7.92万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $105.39万 | 0.03% | 14,605 | 183 | 1.3% | $1.32万 | 加仓 |
| MCD | MCDONALDS CORP | $99.20万 | 0.03% | 3,670 | -2,795 | -43.2% | -$75.55万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $98.22万 | 0.03% | 1,984 | 1,984 | — | $98.22万 | 新建仓 |
| ILMN | ILLUMINA INC | $96.07万 | 0.03% | 5,464 | 3,530 | 182.5% | $62.07万 | 加仓 |
| APTV | APTIV PLC | $95.30万 | 0.03% | 15,526 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $94.85万 | 0.03% | 5,628 | 100 | 1.8% | $1.69万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $94.25万 | 0.03% | 15,189 | 192 | 1.3% | $1.19万 | 加仓 |
| ALAB | ASTERA LABS INC | $94.19万 | 0.03% | 1,950 | -3,200 | -62.1% | -$154.57万 | 减仓 |
| DHR | DANAHER CORP DEL | $93.87万 | 0.03% | 4,928 | -3,598 | -42.2% | -$68.53万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $92.47万 | 0.03% | 16,049 | 790 | 5.2% | $4.55万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $91.94万 | 0.03% | 940 | 940 | — | $91.94万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $90.18万 | 0.03% | 2,840 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $86.29万 | 0.03% | 2,860 | -1,700 | -37.3% | -$51.29万 | 减仓 |
| KKR | KKR & CO INC | $85.89万 | 0.03% | 9,358 | -3,980 | -29.8% | -$36.53万 | 减仓 |
| MDB | MONGODB INC | $84.41万 | 0.03% | 2,513 | -831 | -24.9% | -$27.91万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $82.69万 | 0.03% | 14,900 | -7,480 | -33.4% | -$41.51万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $81.96万 | 0.03% | 2,283 | -890 | -28.0% | -$31.95万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $81.54万 | 0.03% | 3,283 | 45 | 1.4% | $1.12万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $81.29万 | 0.03% | 8,598 | -4,792 | -35.8% | -$45.30万 | 减仓 |
| BE | BLOOM ENERGY CORP | $79.91万 | 0.03% | 2,640 | 2,640 | — | $79.91万 | 新建仓 |
| HON | HONEYWELL INTL INC | $78.14万 | 0.03% | 3,490 | -3,498 | -50.1% | -$78.32万 | 减仓 |
| APP | APPLOVIN CORP | $77.70万 | 0.03% | 1,508 | 12 | 0.8% | $6,183 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $77.16万 | 0.03% | 3,490 | 3,490 | — | $77.16万 | 新建仓 |
| INVH | INVITATION HOMES INC | $76.67万 | 0.03% | 25,380 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $76.26万 | 0.03% | 1,661 | -35 | -2.1% | -$1.61万 | 减仓 |
| INCY | INCYTE CORP | $74.38万 | 0.02% | 6,561 | -3,170 | -32.6% | -$35.94万 | 减仓 |
| CIEN | CIENA CORP | $74.17万 | 0.02% | 1,512 | 212 | 16.3% | $10.40万 | 加仓 |
| IOT | SAMSARA INC | $73.29万 | 0.02% | 22,600 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $72.84万 | 0.02% | 1,633 | -1,320 | -44.7% | -$58.88万 | 减仓 |
| COP | CONOCOPHILLIPS | $72.62万 | 0.02% | 6,985 | 1,140 | 19.5% | $11.85万 | 加仓 |
| RKT | ROCKET COS INC | $72.45万 | 0.02% | 46,000 | 46,000 | — | $72.45万 | 新建仓 |
| SITM | SITIME CORP | $71.57万 | 0.02% | 960 | 960 | — | $71.57万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $71.28万 | 0.02% | 3,183 | 1,834 | 136.0% | $41.07万 | 加仓 |
| ZS | ZSCALER INC | $69.64万 | 0.02% | 4,934 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $69.37万 | 0.02% | 9,000 | -180 | -2.0% | -$1.39万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $69.37万 | 0.02% | 543 | 102 | 23.1% | $13.03万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $68.71万 | 0.02% | 2,374 | -980 | -29.2% | -$28.36万 | 减仓 |
| DTE | DTE ENERGY CO | $68.17万 | 0.02% | 4,474 | -980 | -18.0% | -$14.93万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $67.74万 | 0.02% | 38,209 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $64.63万 | 0.02% | 21,400 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $63.57万 | 0.02% | 14,895 | -17,174 | -53.6% | -$73.30万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $63.00万 | 0.02% | 5,000 | -1,490 | -23.0% | -$18.77万 | 减仓 |
| SLB | SLB LIMITED | $62.72万 | 0.02% | 13,492 | 249 | 1.9% | $1.16万 | 加仓 |
| INTU | INTUIT | $62.25万 | 0.02% | 2,385 | -201 | -7.8% | -$5.25万 | 减仓 |
| NEM | NEWMONT CORP | $60.37万 | 0.02% | 6,464 | -820 | -11.3% | -$7.66万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $59.80万 | 0.02% | 10,451 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $57.93万 | 0.02% | 2,130 | -110 | -4.9% | -$2.99万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $57.33万 | 0.02% | 3,924 | 730 | 22.9% | $10.67万 | 加仓 |
| DASH | DOORDASH INC | $55.86万 | 0.02% | 3,027 | -189 | -5.9% | -$3.49万 | 减仓 |
| NVR | NVR INC | $54.51万 | 0.02% | 80 | 15 | 23.1% | $10.22万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $54.05万 | 0.02% | 680 | 680 | — | $54.05万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $53.89万 | 0.02% | 628 | 628 | — | $53.89万 | 新建仓 |
| MO | ALTRIA GROUP INC | $53.55万 | 0.02% | 7,442 | 2,600 | 53.7% | $18.71万 | 加仓 |
| DLTR | DOLLAR TREE INC | $53.10万 | 0.02% | 4,390 | -3,190 | -42.1% | -$38.58万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $52.20万 | 0.02% | 3,457 | 3,457 | — | $52.20万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $52.04万 | 0.02% | 12,051 | -1,180 | -8.9% | -$5.10万 | 减仓 |
| CRM | SALESFORCE INC | $50.46万 | 0.02% | 3,221 | -1,872 | -36.8% | -$29.33万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $50.38万 | 0.02% | 6,208 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $47.52万 | 0.02% | 8,301 | -1,660 | -16.7% | -$9.50万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $45.85万 | 0.02% | 11,792 | 1,520 | 14.8% | $5.91万 | 加仓 |
| CVS | CVS HEALTH CORP | $41.15万 | 0.01% | 3,978 | -1,020 | -20.4% | -$10.55万 | 减仓 |