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
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AAPL 减仓-$262.28万
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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 |
|---|---|---|---|---|---|---|---|---|
| VRSK | VERISK ANALYTICS INC | $40.39万 | 0.01% | 2,250 | 2,250 | — | $40.39万 | 新建仓 |
| RDDT | REDDIT INC | $40.11万 | 0.01% | 2,311 | -1,100 | -32.2% | -$19.09万 | 减仓 |
| FICO | FAIR ISAAC CORP | $39.91万 | 0.01% | 334 | -82 | -19.7% | -$9.80万 | 重新持有 |
| ETR | ENTERGY CORP NEW | $39.28万 | 0.01% | 3,420 | -300 | -8.1% | -$3.45万 | 减仓 |
| VLO | VALERO ENERGY CORP | $38.81万 | 0.01% | 1,490 | 430 | 40.6% | $11.20万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $36.98万 | 0.01% | 3,167 | 3,167 | — | $36.98万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $36.60万 | 0.01% | 7,260 | 2,790 | 62.4% | $14.07万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $34.90万 | 0.01% | 2,509 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $34.33万 | 0.01% | 1,138 | 1,138 | — | $34.33万 | 新建仓 |
| TER | TERADYNE INC | $34.01万 | 0.01% | 703 | 703 | — | $34.01万 | 新建仓 |
| KVUE | KENVUE INC | $33.06万 | 0.01% | 17,300 | 17,300 | — | $33.06万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $32.99万 | 0.01% | 2,680 | -2,177 | -44.8% | -$26.80万 | 重新持有 |
| DECK | DECKERS OUTDOOR CORP | $32.67万 | 0.01% | 3,290 | 3,290 | — | $32.67万 | 新建仓 |
| SE | SEA LTD | $31.26万 | 0.01% | 3,262 | 20 | 0.6% | $1,917 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $29.34万 | 0.01% | 680 | 680 | — | $29.34万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $28.80万 | 0.01% | 1,970 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $28.77万 | 0.01% | 11,350 | -350 | -3.0% | -$8,873 | 减仓 |
| BRO | BROWN & BROWN INC | $28.16万 | 0.01% | 4,390 | 4,390 | — | $28.16万 | 新建仓 |
| MDLN | MEDLINE INC | $27.61万 | 0.01% | 7,000 | 7,000 | — | $27.61万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $26.78万 | 0.01% | 990 | -300 | -23.3% | -$8.11万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $25.04万 | 0.01% | 3,219 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $24.78万 | 0.01% | 8,463 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $24.51万 | 0.01% | 2,264 | -90 | -3.8% | -$9,743 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $24.27万 | 0.01% | 1,789 | 1,789 | — | $24.27万 | 新建仓 |
| T | AT&T INC | $23.91万 | 0.01% | 11,553 | -2,700 | -18.9% | -$5.59万 | 减仓 |
| CRBG | COREBRIDGE FINL INC | $22.43万 | 0.01% | 7,833 | -5,700 | -42.1% | -$16.32万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $22.37万 | 0.01% | 439 | -1,216 | -73.5% | -$61.95万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $22.09万 | 0.01% | 930 | -60 | -6.1% | -$1.43万 | 减仓 |
| MCK | MCKESSON CORP | $21.46万 | 0.01% | 284 | -1,725 | -85.9% | -$130.34万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $20.36万 | 0.01% | 211 | 211 | — | $20.36万 | 新建仓 |
| PSX | PHILLIPS 66 | $20.29万 | 0.01% | 1,200 | 1,200 | — | $20.29万 | 新建仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -4,914 | -100.0% | -$163.94万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -2,537 | -100.0% | -$83.36万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -6,391 | -100.0% | -$75.55万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -1,561 | -100.0% | -$67.74万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -2,583 | -100.0% | -$62.61万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -5,210 | -100.0% | -$58.05万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -4,236 | -100.0% | -$57.28万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -3,648 | -100.0% | -$56.65万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -13,720 | -100.0% | -$55.35万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -6,370 | -100.0% | -$45.05万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -11,500 | -100.0% | -$44.84万 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -19,381 | -100.0% | -$38.86万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -2,170 | -100.0% | -$37.45万 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -5,640 | -100.0% | -$34.05万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,780 | -100.0% | -$32.05万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,810 | -100.0% | -$28.15万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -4,305 | -100.0% | -$28.11万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -952 | -100.0% | -$26.45万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -1,210 | -100.0% | -$25.22万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -2,340 | -100.0% | -$23.02万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,146 | -100.0% | -$22.03万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,856 | -100.0% | -$21.34万 | 清仓 |