Mitsubishi UFJ Asset Management Co., Ltd.
TOKYO M0 · SEC CIK 0001466546
$1,804.25亿2026Q2 申报市值
1,658持仓数
33.8%前十大占比 · 第一大 6.6%
84 / 47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
AAPL 加仓+$7.65亿
GOOGL 加仓+$5.83亿
NVDA 加仓+$5.81亿
AMZN 加仓+$4.71亿
MSFT 加仓+$3.74亿
2026Q2 卖出最多 按季末市值估算
TXN 减仓-$3.32亿
ZTS 减仓-$2.28亿
HON 减仓-$1.87亿
AJG 减仓-$1.55亿
BKNG 减仓-$1.07亿
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 |
|---|---|---|---|---|---|---|---|---|
| KRC | KILROY REALTY CORP | $345.27万 | 0.00% | 92,147 | 4,811 | 5.5% | $18.03万 | 加仓 |
| VC | VISTEON CORP | $351.24万 | 0.00% | 35,404 | 5,603 | 18.8% | $55.59万 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $352.11万 | 0.00% | 96,760 | 4,381 | 4.7% | $15.94万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $367.15万 | 0.00% | 38,253 | 6,430 | 20.2% | $61.72万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $374.72万 | 0.00% | 380,043 | 824 | 0.2% | $8,125 | 加仓 |
| EPR | EPR PPTYS | $380.80万 | 0.00% | 65,643 | 3,500 | 5.6% | $20.30万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $385.98万 | 0.00% | 245,532 | 11,796 | 5.0% | $18.54万 | 加仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $388.74万 | 0.00% | 595,309 | 595,309 | — | $388.74万 | 新建仓 |
| BIDU | BAIDU INC | $389.66万 | 0.00% | 34,094 | 5,408 | 18.9% | $61.81万 | 加仓 |
| SKT | TANGER INC | $390.03万 | 0.00% | 98,817 | 4,411 | 4.7% | $17.41万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $398.81万 | 0.00% | 132,715 | 6,481 | 5.1% | $19.48万 | 加仓 |
| NXT | NEXTPOWER INC | $400.35万 | 0.00% | 33,603 | -26,804 | -44.4% | -$319.34万 | 减仓 |
| ETOR | ETORO GROUP LTD | $403.78万 | 0.00% | 102,300 | 0 | 0.0% | — | 不变 |
| NWS | NEWS CORP NEW | $411.12万 | 0.00% | 146,513 | 59 | 0.0% | $1,656 | 加仓 |
| XRX | XEROX HOLDINGS CORP | $417.78万 | 0.00% | 1,334,763 | -225,527 | -14.5% | -$70.59万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $423.08万 | 0.00% | 216,855 | 12,392 | 6.1% | $24.18万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $424.47万 | 0.00% | 141,584 | 3,637 | 2.6% | $10.90万 | 加仓 |
| WYFI | WHITEFIBER INC | $425.49万 | 0.00% | 109,521 | 109,521 | — | $425.49万 | 新建仓 |
| OUT | OUTFRONT MEDIA INC | $431.28万 | 0.00% | 131,649 | 14,883 | 12.7% | $48.76万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $442.41万 | 0.00% | 79,200 | 79,200 | — | $442.41万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $447.63万 | 0.00% | 107,551 | 6,539 | 6.5% | $27.22万 | 加仓 |
| ARXS | ARXIS INC | $449.40万 | 0.00% | 97,400 | 97,400 | — | $449.40万 | 新建仓 |
| FER | FERROVIAL NV | $465.13万 | 0.00% | 67,794 | 5,264 | 8.4% | $36.12万 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD | $476.81万 | 0.00% | 359,586 | 0 | 0.0% | — | 不变 |
| TAL | TAL ED GROUP | $479.44万 | 0.00% | 500,986 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS CORP | $479.66万 | 0.00% | 212,427 | 7,685 | 3.8% | $17.35万 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $486.29万 | 0.00% | 64,154 | 32,090 | 100.1% | $243.24万 | 加仓 |
| JBS | JBS N.V. | $487.41万 | 0.00% | 411,272 | -131,757 | -24.3% | -$156.15万 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC | $487.70万 | 0.00% | 169,812 | 3,157 | 1.9% | $9.07万 | 加仓 |
| RBRK | RUBRIK INC. | $490.37万 | 0.00% | 61,082 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $497.58万 | 0.00% | 1,120,682 | -430,211 | -27.7% | -$191.01万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $498.36万 | 0.00% | 175,602 | -2,620 | -1.5% | -$7.44万 | 减仓 |
| SYNA | SYNAPTICS INC | $502.13万 | 0.00% | 40,419 | -3,063 | -7.0% | -$38.05万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $506.73万 | 0.00% | 146,158 | 74,288 | 103.4% | $257.56万 | 加仓 |
| ARGX | ARGENX SE | $514.91万 | 0.00% | 5,550 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR | $532.99万 | 0.00% | 135,622 | 6,169 | 4.8% | $24.24万 | 加仓 |
| CAVA | CAVA GROUP INC | $540.77万 | 0.00% | 68,906 | -13,300 | -16.2% | -$104.38万 | 减仓 |
| PI | IMPINJ INC | $543.84万 | 0.00% | 37,970 | 6,896 | 22.2% | $98.77万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $553.80万 | 0.00% | 185,529 | 15,833 | 9.3% | $47.26万 | 加仓 |
| AUR | AURORA INNOVATION INC | $574.79万 | 0.00% | 842,801 | -20,851 | -2.4% | -$14.22万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $591.95万 | 0.00% | 91,392 | 7,137 | 8.5% | $46.23万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $599.00万 | 0.00% | 296,974 | 12,464 | 4.4% | $25.14万 | 加仓 |
| MAC | MACERICH CO | $613.99万 | 0.00% | 243,743 | 34,069 | 16.2% | $85.82万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $623.61万 | 0.00% | 163,848 | 9,417 | 6.1% | $35.84万 | 加仓 |
| FUTU | FUTU HLDGS LTD | $627.30万 | 0.00% | 66,919 | 1,536 | 2.3% | $14.40万 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $629.56万 | 0.00% | 753,969 | -15,775 | -2.0% | -$13.17万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $635.06万 | 0.00% | 216,818 | 24,067 | 12.5% | $70.49万 | 加仓 |
| KOPN | KOPIN CORP | $636.85万 | 0.00% | 1,421,529 | -216,131 | -13.2% | -$96.83万 | 减仓 |
| ONON | ON HLDG AG | $642.87万 | 0.00% | 181,500 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC | $645.74万 | 0.00% | 192,759 | 5,654 | 3.0% | $18.94万 | 加仓 |
| FCEL | FUELCELL ENERGY INC | $648.26万 | 0.00% | 180,023 | 180,023 | — | $648.26万 | 新建仓 |
| BZ | KANZHUN LIMITED | $653.13万 | 0.00% | 507,484 | 75,605 | 17.5% | $97.30万 | 加仓 |
| U | UNITY SOFTWARE INC | $678.80万 | 0.00% | 237,508 | 129,990 | 120.9% | $371.51万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $696.32万 | 0.00% | 113,573 | 5,460 | 5.1% | $33.48万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $700.47万 | 0.00% | 54,490 | 3,056 | 5.9% | $39.28万 | 加仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $713.63万 | 0.00% | 465,207 | -352,019 | -43.1% | -$540.00万 | 减仓 |
| NNN | NNN REIT INC | $759.03万 | 0.00% | 163,128 | 7,873 | 5.1% | $36.63万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $771.82万 | 0.00% | 50,459 | 21,835 | 76.3% | $333.99万 | 加仓 |
| CUBE | CUBESMART | $772.13万 | 0.00% | 194,149 | 7,914 | 4.2% | $31.47万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $774.15万 | 0.00% | 198,705 | -231 | -0.1% | -$9,000 | 减仓 |
| ADC | AGREE RLTY CORP | $778.08万 | 0.00% | 102,730 | 5,776 | 6.0% | $43.75万 | 加仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $789.67万 | 0.00% | 972,500 | 972,500 | — | $789.67万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $811.22万 | 0.00% | 41,676 | 12,093 | 40.9% | $235.39万 | 加仓 |
| CTRE | CARETRUST REIT INC | $816.45万 | 0.00% | 202,342 | 21,184 | 11.7% | $85.48万 | 加仓 |
| CART | MAPLEBEAR INC | $822.99万 | 0.00% | 173,810 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $829.21万 | 0.00% | 262,990 | 12,531 | 5.0% | $39.51万 | 加仓 |
| MOS | MOSAIC CO | $855.19万 | 0.00% | 403,582 | -12,261 | -2.9% | -$25.98万 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $859.17万 | 0.00% | 307,727 | -215,524 | -41.2% | -$601.74万 | 减仓 |
| KBR | KBR INC | $878.47万 | 0.00% | 254,409 | 117,704 | 86.1% | $406.43万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $880.26万 | 0.00% | 307,456 | -321 | -0.1% | -$9,190 | 减仓 |
| DVA | DAVITA INC | $883.51万 | 0.00% | 39,712 | 2 | 0.0% | $445 | 加仓 |
| PSN | PARSONS CORP DEL | $905.32万 | 0.01% | 172,804 | 105,771 | 157.8% | $554.13万 | 加仓 |
| H | HYATT HOTELS CORP | $907.37万 | 0.01% | 46,810 | 505 | 1.1% | $9.79万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $910.85万 | 0.01% | 271,734 | 5,507 | 2.1% | $18.46万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $911.28万 | 0.01% | 19,955 | 1,804 | 9.9% | $82.38万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $934.05万 | 0.01% | 46,119 | 2,765 | 6.4% | $56.00万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $954.61万 | 0.01% | 352,619 | 28,226 | 8.7% | $76.41万 | 加仓 |
| TTD | THE TRADE DESK INC | $963.59万 | 0.01% | 532,958 | -462,627 | -46.5% | -$836.43万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $965.16万 | 0.01% | 106,342 | 106,342 | — | $965.16万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $985.53万 | 0.01% | 111,234 | 6,200 | 5.9% | $54.93万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $988.25万 | 0.01% | 66,464 | -57,620 | -46.4% | -$856.75万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $1,007.02万 | 0.01% | 120,572 | 5,273 | 4.6% | $44.04万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $1,013.11万 | 0.01% | 54,171 | -27,749 | -33.9% | -$518.96万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $1,026.45万 | 0.01% | 196,827 | 43,127 | 28.1% | $224.91万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A | $1,037.36万 | 0.01% | 2,751,627 | 37,459 | 1.4% | $14.12万 | 加仓 |
| AMBA | AMBARELLA INC | $1,046.34万 | 0.01% | 121,951 | 40,042 | 48.9% | $343.56万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $1,046.35万 | 0.01% | 107,771 | 5,185 | 5.1% | $50.34万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $1,046.54万 | 0.01% | 392,698 | -3,666 | -0.9% | -$9.77万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $1,063.52万 | 0.01% | 254,919 | 17,579 | 7.4% | $73.34万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $1,069.30万 | 0.01% | 165,912 | 7,895 | 5.0% | $50.88万 | 加仓 |
| IT | GARTNER INC | $1,113.55万 | 0.01% | 85,909 | -77,657 | -47.5% | -$1,006.59万 | 减仓 |
| XP | XP INC | $1,127.66万 | 0.01% | 693,516 | 170,854 | 32.7% | $277.81万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $1,144.25万 | 0.01% | 239,332 | 26,190 | 12.3% | $125.21万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $1,164.08万 | 0.01% | 74,630 | 3,683 | 5.2% | $57.45万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $1,175.28万 | 0.01% | 549,454 | -337,383 | -38.0% | -$721.66万 | 减仓 |
| CNH | CNH INDL N V | $1,184.13万 | 0.01% | 1,054,433 | 138,248 | 15.1% | $155.25万 | 加仓 |
| SXI | STANDEX INTL CORP | $1,186.18万 | 0.01% | 33,164 | 8,540 | 34.7% | $305.45万 | 加仓 |
| VSAT | VIASAT INC | $1,190.19万 | 0.01% | 132,523 | -21,404 | -13.9% | -$192.23万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $1,217.96万 | 0.01% | 255,444 | 14,054 | 5.8% | $67.01万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,222.41万 | 0.01% | 136,613 | -110,225 | -44.7% | -$986.29万 | 减仓 |