Mitsubishi UFJ Trust & Banking Corp
TOKYO M0 · SEC CIK 0001462160
$457.16亿2026Q2 申报市值
1,541持仓数
27.4%前十大占比 · 第一大 5.4%
466 / 56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
CCI 加仓+$1.28亿
GFL 新建仓+$1.13亿
RSG 加仓+$1.04亿
AVGO 加仓+$1.04亿
NEE 加仓+$9,225.10万
2026Q2 卖出最多 按季末市值估算
D 减仓-$1.66亿
NVDA 减仓-$9,124.68万
CSX 减仓-$6,090.72万
EQIX 减仓-$5,949.13万
SBAC 减仓-$4,481.57万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $24.87亿 | 5.44% | 12,430,225 | -456,029 | -3.5% | -$9,124.68万 | 减仓 |
| AAPL | APPLE INC | $22.63亿 | 4.95% | 7,819,041 | 286,807 | 3.8% | $8,299.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $14.67亿 | 3.21% | 3,931,924 | 89,473 | 2.3% | $3,337.52万 | 加仓 |
| AMZN | AMAZON COM INC | $13.52亿 | 2.96% | 5,674,426 | 227,979 | 4.2% | $5,433.65万 | 加仓 |
| GOOGL | ALPHABET INC | $11.58亿 | 2.53% | 3,241,156 | -9,270 | -0.3% | -$331.28万 | 减仓 |
| AVGO | BROADCOM INC | $9.38亿 | 2.05% | 2,482,779 | 275,520 | 12.5% | $1.04亿 | 加仓 |
| GOOG | ALPHABET INC | $8.98亿 | 1.96% | 2,541,090 | -75,566 | -2.9% | -$2,669.97万 | 减仓 |
| META | META PLATFORMS INC-A | $7.39亿 | 1.62% | 1,311,864 | 37,929 | 3.0% | $2,136.50万 | 加仓 |
| MU | MICRON TECHNOLOGY | $6.61亿 | 1.45% | 572,850 | 34,644 | 6.4% | $3,998.92万 | 加仓 |
| TSLA | TESLA INC | $5.58亿 | 1.22% | 1,325,853 | 17,451 | 1.3% | $733.99万 | 加仓 |
| LLY | ELI LILLY AND COMPAN | $5.38亿 | 1.18% | 448,840 | 4,050 | 0.9% | $485.77万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4.62亿 | 1.01% | 795,034 | 31,752 | 4.2% | $1,844.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4.51亿 | 0.99% | 1,376,632 | 34,391 | 2.6% | $1,125.72万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4.28亿 | 0.94% | 1,684,383 | 32,205 | 1.9% | $817.91万 | 加仓 |
| V | VISA INC-CL A SHARES | $3.95亿 | 0.86% | 1,150,234 | 96,996 | 9.2% | $3,327.84万 | 加仓 |
| HTHT | H WORLD GROUP LT(ADR | $3.81亿 | 0.83% | 9,123,560 | 393,359 | 4.5% | $1,641.09万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $3.65亿 | 0.80% | 4,159,930 | 1,051,054 | 33.8% | $9,225.10万 | 加仓 |
| PDD | PDD HOLDINGS INC(ADR | $3.63亿 | 0.79% | 4,760,515 | 1,195,094 | 33.5% | $9,116.18万 | 加仓 |
| AMAT | APPLIED MATLS INC | $3.54亿 | 0.78% | 490,168 | 6,799 | 1.4% | $491.57万 | 加仓 |
| UNP | UNION PACIFIC | $3.47亿 | 0.76% | 1,275,019 | 38,272 | 3.1% | $1,041.00万 | 加仓 |
| LRCX | LAM RESEARCH CORP. | $3.46亿 | 0.76% | 798,799 | -35,302 | -4.2% | -$1,529.74万 | 减仓 |
| INTC | INTEL CORPORATION | $3.43亿 | 0.75% | 2,457,702 | 188,737 | 8.3% | $2,635.33万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.43亿 | 0.75% | 685,412 | 56,276 | 8.9% | $2,815.99万 | 加仓 |
| DUK | DUKE ENERGY CORP | $3.43亿 | 0.75% | 2,708,961 | 44,976 | 1.7% | $569.31万 | 加仓 |
| MA | MASTERCARD INC-A | $3.26亿 | 0.71% | 634,858 | -27,348 | -4.1% | -$1,404.59万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $3.02亿 | 0.66% | 2,567,005 | -130,502 | -4.8% | -$1,532.88万 | 减仓 |
| — | EXXON MOBIL CORP. | $2.98亿 | 0.65% | 2,182,329 | -106,765 | -4.7% | -$1,459.69万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2.93亿 | 0.64% | 2,140,225 | 38,867 | 1.8% | $531.74万 | 加仓 |
| WMT | WALMART INC | $2.83亿 | 0.62% | 2,500,162 | 62,364 | 2.6% | $706.33万 | 加仓 |
| CAT | CATERPILLAR | $2.74亿 | 0.60% | 256,848 | -11,390 | -4.2% | -$1,212.92万 | 减仓 |
| ABBV | ABBVIE INC | $2.61亿 | 0.57% | 1,038,939 | -56,273 | -5.1% | -$1,416.05万 | 减仓 |
| IVV | ISHARES CORE S&P 500 | $2.47亿 | 0.54% | 330,345 | 24,977 | 8.2% | $1,870.50万 | 加仓 |
| COST | COSTCO WHOLESALE CO. | $2.25亿 | 0.49% | 240,149 | 643 | 0.3% | $60.15万 | 加仓 |
| SE | SEA LTD | $2.24亿 | 0.49% | 2,336,226 | -86,345 | -3.6% | -$827.44万 | 减仓 |
| KLAC | KLA CORP | $2.23亿 | 0.49% | 738,047 | -81,283 | -9.9% | -$2,452.39万 | 减仓 |
| MRK | MERCK & CO. INC | $2.22亿 | 0.49% | 1,727,562 | 141,457 | 8.9% | $1,817.72万 | 加仓 |
| XEL | XCEL ENERGY INC | $2.21亿 | 0.48% | 2,747,651 | 105,631 | 4.0% | $848.22万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $2.11亿 | 0.46% | 506,486 | -38,764 | -7.1% | -$1,611.15万 | 减仓 |
| BAC | BANK AMERICA CORP | $2.11亿 | 0.46% | 3,694,318 | 273,395 | 8.0% | $1,557.80万 | 加仓 |
| CSX | CSX | $2.09亿 | 0.46% | 4,400,760 | -1,281,447 | -22.6% | -$6,090.72万 | 减仓 |
| NFLX | NETFLIX INC. | $2.08亿 | 0.45% | 2,908,829 | 47,253 | 1.7% | $337.39万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $2.05亿 | 0.45% | 1,718,819 | 307,031 | 21.7% | $3,660.59万 | 加仓 |
| SRE | SEMPRA | $2.02亿 | 0.44% | 2,175,661 | -8,200 | -0.4% | -$76.02万 | 减仓 |
| PG | PROCTER & GAMBLE | $2.01亿 | 0.44% | 1,371,089 | -9,168 | -0.7% | -$134.44万 | 减仓 |
| MELI | MERCADOLIBRE INC | $2.01亿 | 0.44% | 118,438 | 4,902 | 4.3% | $832.06万 | 加仓 |
| OKE | ONEOK INC | $2.01亿 | 0.44% | 2,309,312 | -335,369 | -12.7% | -$2,915.70万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1.94亿 | 0.42% | 650,617 | 52,248 | 8.7% | $1,557.36万 | 加仓 |
| GE | GE AEROSPACE | $1.90亿 | 0.42% | 509,132 | -18,089 | -3.4% | -$676.04万 | 减仓 |
| KO | COCA-COLA COMPANY | $1.84亿 | 0.40% | 2,269,005 | 19,978 | 0.9% | $162.36万 | 加仓 |
| YMM | FULL TRUCK ALLIA(ADR | $1.82亿 | 0.40% | 22,471,443 | 3,160,527 | 16.4% | $2,566.35万 | 加仓 |
| EVRG | EVERGY INC | $1.76亿 | 0.38% | 2,031,638 | 202,507 | 11.1% | $1,750.27万 | 加仓 |
| PEP | PEPSICO INC. | $1.73亿 | 0.38% | 1,276,811 | 76,836 | 6.4% | $1,040.36万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.73亿 | 0.38% | 2,126,100 | 238,517 | 12.6% | $1,935.80万 | 加仓 |
| NU | NU HOLDINGS LTD/CA-A | $1.69亿 | 0.37% | 12,678,963 | 2,795,144 | 28.3% | $3,734.31万 | 加仓 |
| PM | PHILIP MORRIS INTL | $1.69亿 | 0.37% | 935,118 | 1,491 | 0.2% | $26.97万 | 加仓 |
| BAP | CREDICORP LIMITED | $1.63亿 | 0.36% | 418,156 | 6,512 | 1.6% | $253.69万 | 加仓 |
| CVX | CHEVRON CORP | $1.60亿 | 0.35% | 963,814 | 11,241 | 1.2% | $186.33万 | 加仓 |
| GLD | SPDR GOLD TRUST | $1.55亿 | 0.34% | 421,700 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT | $1.55亿 | 0.34% | 440,055 | -15,077 | -3.3% | -$531.74万 | 减仓 |
| APP | APPLOVIN CORP | $1.55亿 | 0.34% | 301,128 | 3,754 | 1.3% | $193.42万 | 加仓 |
| GEV | GE VERNOVA INC | $1.51亿 | 0.33% | 128,459 | -1,854 | -1.4% | -$217.82万 | 减仓 |
| TRGP | TARGA RES CORP | $1.51亿 | 0.33% | 562,038 | 87,722 | 18.5% | $2,352.18万 | 加仓 |
| VZ | VERIZON COMMUNICAT. | $1.50亿 | 0.33% | 3,553,629 | 315,546 | 9.7% | $1,336.02万 | 加仓 |
| IBM | INTL BUS MACHINES CO | $1.50亿 | 0.33% | 533,855 | 7,296 | 1.4% | $205.17万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.50亿 | 0.33% | 628,039 | -73,861 | -10.5% | -$1,765.35万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $1.50亿 | 0.33% | 704,434 | 489,521 | 227.8% | $1.04亿 | 加仓 |
| APH | AMPHENOL CORP | $1.49亿 | 0.33% | 845,834 | 25,348 | 3.1% | $446.94万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1.45亿 | 0.32% | 820,824 | -253,971 | -23.6% | -$4,481.57万 | 减仓 |
| GS | GOLDMAN SACHS GROUP | $1.43亿 | 0.31% | 141,192 | 255 | 0.2% | $25.79万 | 加仓 |
| CCI | CROWN CASTLE INC | $1.41亿 | 0.31% | 1,863,210 | 1,687,629 | 961.2% | $1.28亿 | 加仓 |
| PANW | PALO ALTO NETWORKS | $1.41亿 | 0.31% | 413,419 | 40,469 | 10.9% | $1,380.07万 | 加仓 |
| PLTR | PALANTIR TECHNOLOG-A | $1.41亿 | 0.31% | 1,205,529 | 147,408 | 13.9% | $1,719.81万 | 加仓 |
| AGG | ISHARES CORE US AGGR | $1.41亿 | 0.31% | 1,419,485 | 6,030 | 0.4% | $59.68万 | 加仓 |
| C | CITIGROUP INC. | $1.38亿 | 0.30% | 987,957 | -57,404 | -5.5% | -$803.43万 | 减仓 |
| PCG | PG AND E CORPORATION | $1.32亿 | 0.29% | 7,818,400 | -1,569,573 | -16.7% | -$2,640.02万 | 减仓 |
| TJX | TJX COS INC | $1.30亿 | 0.29% | 860,790 | 62,518 | 7.8% | $947.15万 | 加仓 |
| LIN | LINDE PLC | $1.30亿 | 0.28% | 250,269 | -2,425 | -1.0% | -$125.84万 | 减仓 |
| RTX | RTX CORPORATION | $1.30亿 | 0.28% | 683,515 | 70,571 | 11.5% | $1,338.94万 | 加仓 |
| WELL | WELLTOWER INC | $1.29亿 | 0.28% | 567,762 | 53,951 | 10.5% | $1,224.53万 | 加仓 |
| ORCL | ORACLE CORP | $1.26亿 | 0.28% | 862,090 | -20,119 | -2.3% | -$294.84万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY I | $1.22亿 | 0.27% | 408,524 | 18,993 | 4.9% | $565.78万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.21亿 | 0.26% | 189,642 | 35,847 | 23.3% | $2,289.62万 | 加仓 |
| UGI | UGI CORP | $1.20亿 | 0.26% | 3,478,438 | 993,292 | 40.0% | $3,430.83万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.20亿 | 0.26% | 302,442 | 25,677 | 9.3% | $1,019.81万 | 加仓 |
| T | AT&T INC | $1.18亿 | 0.26% | 5,681,880 | 595,735 | 11.7% | $1,233.17万 | 加仓 |
| WFC | WELLS FARGO COMPANY | $1.16亿 | 0.25% | 1,407,308 | -32,450 | -2.3% | -$268.17万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.14亿 | 0.25% | 672,395 | -53,093 | -7.3% | -$901.94万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $1.13亿 | 0.25% | 3,063,707 | 3,063,707 | — | $1.13亿 | 新建仓 |
| QCOM | QUALCOMM INC | $1.11亿 | 0.24% | 600,683 | -102,879 | -14.6% | -$1,901.10万 | 减仓 |
| MS | MORGAN STANLEY | $1.11亿 | 0.24% | 529,981 | -2,632 | -0.5% | -$55.02万 | 减仓 |
| ISRG | INTUITIVE SURGICAL | $1.11亿 | 0.24% | 278,392 | 776 | 0.3% | $30.86万 | 加仓 |
| AMGN | AMGEN INC | $1.10亿 | 0.24% | 304,371 | 5,903 | 2.0% | $213.76万 | 加仓 |
| MCD | MCDONALD'S | $1.08亿 | 0.24% | 400,964 | 12,340 | 3.2% | $333.56万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB | $1.07亿 | 0.23% | 1,862,476 | 126,392 | 7.3% | $728.27万 | 加仓 |
| NET | CLOUDFLARE INC-A | $1.07亿 | 0.23% | 435,009 | -76,459 | -14.9% | -$1,875.39万 | 减仓 |
| STX | SEAGATE TECHNOLOGY H | $1.04亿 | 0.23% | 107,896 | 4,043 | 3.9% | $390.15万 | 加仓 |
| ADBE | ADOBE INC | $1.03亿 | 0.23% | 503,793 | 88,832 | 21.4% | $1,821.23万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1.03亿 | 0.22% | 813,745 | -17,338 | -2.1% | -$219.05万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.01亿 | 0.22% | 202,001 | 2,582 | 1.3% | $129.45万 | 加仓 |
| ALL | ALLSTATE CORP | $1.00亿 | 0.22% | 422,369 | 100,298 | 31.1% | $2,386.49万 | 加仓 |