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 |
|---|---|---|---|---|---|---|---|---|
| FRT | FEDERAL RLTY INVT TR NEW | $2,550.88万 | 0.01% | 206,649 | 4,918 | 2.4% | $60.71万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,565.35万 | 0.01% | 47,346 | 2,519 | 5.6% | $136.49万 | 加仓 |
| FOXA | FOX CORP | $2,595.33万 | 0.01% | 497,570 | 44,664 | 9.9% | $232.97万 | 加仓 |
| PODD | INSULET CORP | $2,641.23万 | 0.01% | 173,480 | 13,364 | 8.3% | $203.47万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $2,650.98万 | 0.01% | 472,798 | 30,020 | 6.8% | $168.32万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $2,686.02万 | 0.01% | 95,357 | 9,426 | 11.0% | $265.51万 | 加仓 |
| OKTA | OKTA INC | $2,694.33万 | 0.01% | 197,459 | 20,609 | 11.7% | $281.21万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,695.26万 | 0.01% | 327,930 | -111,400 | -25.4% | -$915.60万 | 减仓 |
| XPO | XPO INC | $2,722.04万 | 0.02% | 132,595 | 132,302 | 45,154.3% | $2,716.03万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $2,746.21万 | 0.02% | 274,429 | 15,530 | 6.0% | $155.41万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $2,839.69万 | 0.02% | 194,793 | 10,179 | 5.5% | $148.39万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $2,841.31万 | 0.02% | 199,797 | -5,145 | -2.5% | -$73.17万 | 减仓 |
| MKL | MARKEL GROUP INC | $2,843.00万 | 0.02% | 14,557 | 1,472 | 11.2% | $287.48万 | 加仓 |
| RDDT | REDDIT INC | $2,846.78万 | 0.02% | 164,004 | 31,389 | 23.7% | $544.85万 | 加仓 |
| TRMB | TRIMBLE INC | $2,873.68万 | 0.02% | 561,485 | 16,145 | 3.0% | $82.63万 | 加仓 |
| CSGP | COSTAR GROUP INC | $2,875.56万 | 0.02% | 1,015,380 | -36,461 | -3.5% | -$103.26万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $2,881.57万 | 0.02% | 252,371 | 3,994 | 1.6% | $45.60万 | 加仓 |
| SUI | SUN CMNTYS INC | $2,888.00万 | 0.02% | 240,847 | 15,044 | 6.7% | $180.39万 | 加仓 |
| MTZ | MASTEC INC | $2,939.92万 | 0.02% | 70,661 | 70,501 | 44,063.1% | $2,933.26万 | 加仓 |
| MSTR | STRATEGY INC | $2,989.25万 | 0.02% | 343,869 | 36,686 | 11.9% | $318.91万 | 加仓 |
| ROL | ROLLINS INC | $2,997.83万 | 0.02% | 718,215 | 71,436 | 11.0% | $298.17万 | 加仓 |
| ALLE | ALLEGION PLC | $3,037.77万 | 0.02% | 216,228 | 18,791 | 9.5% | $263.99万 | 加仓 |
| AVY | AVERY DENNISON CORP | $3,042.45万 | 0.02% | 187,400 | 6,369 | 3.5% | $103.40万 | 加仓 |
| ILMN | ILLUMINA INC | $3,050.12万 | 0.02% | 173,470 | 9,996 | 6.1% | $175.76万 | 加仓 |
| AMRZ | AMRIZE LTD | $3,077.07万 | 0.02% | 577,311 | 50,531 | 9.6% | $269.33万 | 加仓 |
| INSM | INSMED INC | $3,087.65万 | 0.02% | 289,594 | 34,347 | 13.5% | $366.21万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $3,098.53万 | 0.02% | 105,947 | 7,853 | 8.0% | $229.67万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $3,139.19万 | 0.02% | 1,466,911 | -653,313 | -30.8% | -$1,398.09万 | 减仓 |
| P | EVERPURE INC | $3,140.14万 | 0.02% | 398,546 | 10,975 | 2.8% | $86.47万 | 加仓 |
| WPC | WP CAREY INC | $3,149.85万 | 0.02% | 440,538 | 36,020 | 8.9% | $257.54万 | 加仓 |
| MRNA | MODERNA INC | $3,151.60万 | 0.02% | 450,036 | 25,411 | 6.0% | $177.95万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $3,165.42万 | 0.02% | 615,600 | 31,316 | 5.4% | $161.03万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $3,188.86万 | 0.02% | 1,344,941 | 80,990 | 6.4% | $192.03万 | 加仓 |
| ENTG | ENTEGRIS INC | $3,211.15万 | 0.02% | 178,536 | 21,719 | 13.8% | $390.64万 | 加仓 |
| CLX | CLOROX CO DEL | $3,276.91万 | 0.02% | 343,344 | 31,715 | 10.2% | $302.69万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $3,315.65万 | 0.02% | 43,756 | 4,685 | 12.0% | $355.01万 | 加仓 |
| ECHO | ECHOSTAR CORP | $3,325.83万 | 0.02% | 327,668 | 22,404 | 7.3% | $227.40万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $3,335.30万 | 0.02% | 722,081 | 37,932 | 5.5% | $175.21万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $3,339.71万 | 0.02% | 634,322 | 55,869 | 9.7% | $294.15万 | 加仓 |
| APTV | APTIV PLC | $3,371.95万 | 0.02% | 549,357 | 41,105 | 8.1% | $252.30万 | 加仓 |
| GEN | GEN DIGITAL INC | $3,389.46万 | 0.02% | 1,361,713 | 114,133 | 9.1% | $284.09万 | 加仓 |
| PNR | PENTAIR PLC | $3,398.87万 | 0.02% | 443,370 | 36,769 | 9.0% | $281.87万 | 加仓 |
| FTI | TECHNIPFMC PLC | $3,405.31万 | 0.02% | 513,622 | 478,972 | 1,382.3% | $3,175.58万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $3,439.87万 | 0.02% | 346,447 | 16,807 | 5.1% | $166.88万 | 加仓 |
| EG | EVEREST GROUP LTD | $3,467.95万 | 0.02% | 97,079 | 1,956 | 2.1% | $69.87万 | 加仓 |
| COO | COOPER COS INC | $3,473.22万 | 0.02% | 484,342 | 31,408 | 6.9% | $225.23万 | 加仓 |
| HEI | HEICO CORP NEW | $3,494.47万 | 0.02% | 98,107 | 21,383 | 27.9% | $761.64万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $3,500.71万 | 0.02% | 186,924 | 21,936 | 13.3% | $410.82万 | 加仓 |
| TWLO | TWILIO INC | $3,537.18万 | 0.02% | 171,433 | 9,508 | 5.9% | $196.18万 | 加仓 |
| BG | BUNGE GLOBAL SA | $3,582.51万 | 0.02% | 335,666 | 31,103 | 10.2% | $331.96万 | 加仓 |
| MKC | MCCORMICK & CO INC | $3,628.14万 | 0.02% | 719,583 | 70,049 | 10.8% | $353.19万 | 加仓 |
| BAP | CREDICORP LTD | $3,673.25万 | 0.02% | 94,288 | 11,051 | 13.3% | $430.52万 | 加仓 |
| MDB | MONGODB INC | $3,687.01万 | 0.02% | 109,765 | 14,235 | 14.9% | $478.15万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $3,704.60万 | 0.02% | 294,016 | 29,665 | 11.2% | $373.78万 | 加仓 |
| PTC | PTC INC | $3,764.17万 | 0.02% | 331,324 | 32,730 | 11.0% | $371.85万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $3,803.91万 | 0.02% | 369,419 | 54,702 | 17.4% | $563.27万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $3,919.95万 | 0.02% | 480,680 | 24,843 | 5.4% | $202.59万 | 加仓 |
| BALL | BALL CORP | $3,939.32万 | 0.02% | 631,301 | 37,879 | 6.4% | $236.36万 | 加仓 |
| TXT | TEXTRON INC | $3,962.61万 | 0.02% | 431,986 | 22,838 | 5.6% | $209.49万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $3,973.40万 | 0.02% | 263,139 | 263,139 | — | $3,973.40万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $3,987.88万 | 0.02% | 291,186 | -693,402 | -70.4% | -$9,496.34万 | 减仓 |
| TSN | TYSON FOODS INC | $4,006.34万 | 0.02% | 699,787 | 48,347 | 7.4% | $276.79万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $4,052.63万 | 0.02% | 1,282,051 | 63,108 | 5.2% | $199.49万 | 加仓 |
| MAS | MASCO CORP | $4,069.29万 | 0.02% | 500,097 | -108,505 | -17.8% | -$882.91万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $4,074.56万 | 0.02% | 376,368 | 13,026 | 3.6% | $141.02万 | 加仓 |
| CRWV | COREWEAVE INC | $4,091.81万 | 0.02% | 411,072 | 124,859 | 43.6% | $1,242.85万 | 加仓 |
| IEX | IDEX CORP | $4,105.55万 | 0.02% | 180,901 | 14,188 | 8.5% | $322.00万 | 加仓 |
| BBY | BEST BUY INC | $4,132.11万 | 0.02% | 543,668 | 37,729 | 7.5% | $286.76万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $4,150.01万 | 0.02% | 482,055 | 28,081 | 6.2% | $241.75万 | 加仓 |
| GPN | GLOBAL PMTS INC | $4,194.04万 | 0.02% | 578,010 | 26,824 | 4.9% | $194.63万 | 加仓 |
| SE | SEA LTD | $4,219.73万 | 0.02% | 440,335 | 19,072 | 4.5% | $182.77万 | 加仓 |
| WY | WEYERHAEUSER CO | $4,308.34万 | 0.02% | 1,799,641 | 181,340 | 11.2% | $434.13万 | 加仓 |
| NDSN | NORDSON CORP | $4,322.58万 | 0.02% | 143,279 | 7,271 | 5.3% | $219.36万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $4,330.46万 | 0.02% | 1,476,461 | 238,798 | 19.3% | $700.39万 | 加仓 |
| REG | REGENCY CTRS CORP | $4,366.32万 | 0.02% | 547,569 | 17,197 | 3.2% | $137.13万 | 加仓 |
| FTV | FORTIVE CORP | $4,396.63万 | 0.02% | 719,697 | -5,923 | -0.8% | -$36.18万 | 减仓 |
| LII | LENNOX INTL INC | $4,407.53万 | 0.02% | 76,927 | 5,517 | 7.7% | $316.10万 | 加仓 |
| WRB | BERKLEY W R CORP | $4,434.82万 | 0.02% | 628,784 | 6,228 | 1.0% | $43.93万 | 加仓 |
| GPC | GENUINE PARTS CO | $4,456.84万 | 0.02% | 377,764 | 39,465 | 11.7% | $465.61万 | 加仓 |
| CDW | CDW CORP | $4,485.00万 | 0.02% | 318,903 | 20,702 | 6.9% | $291.15万 | 加仓 |
| NVR | NVR INC | $4,488.67万 | 0.02% | 6,588 | 348 | 5.6% | $237.11万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $4,547.29万 | 0.03% | 335,247 | -598,193 | -64.1% | -$8,113.89万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $4,578.74万 | 0.03% | 1,182,179 | 45,599 | 4.0% | $176.61万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $4,648.72万 | 0.03% | 263,443 | 24,479 | 10.2% | $431.96万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $4,649.16万 | 0.03% | 1,372,243 | 143,068 | 11.6% | $484.71万 | 加仓 |
| GIS | GENERAL MILLS INC | $4,672.56万 | 0.03% | 1,342,619 | 102,156 | 8.2% | $355.52万 | 加仓 |
| INCY | INCYTE CORP | $4,673.36万 | 0.03% | 412,258 | 45,346 | 12.4% | $514.04万 | 加仓 |
| LEN | LENNAR CORP | $4,728.81万 | 0.03% | 522,590 | 39,757 | 8.2% | $359.75万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $4,748.93万 | 0.03% | 341,432 | 15,394 | 4.7% | $214.11万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $4,760.76万 | 0.03% | 624,035 | 29,699 | 5.0% | $226.57万 | 加仓 |
| EVRG | EVERGY INC | $4,776.87万 | 0.03% | 552,687 | 35,557 | 6.9% | $307.32万 | 加仓 |
| L | LOEWS CORP | $4,784.56万 | 0.03% | 422,627 | 24,170 | 6.1% | $273.63万 | 加仓 |
| DOW | DOW HLDGS INC | $4,831.06万 | 0.03% | 1,765,739 | 158,126 | 9.8% | $432.63万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $4,847.30万 | 0.03% | 1,272,256 | 112,700 | 9.7% | $429.39万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $4,861.44万 | 0.03% | 1,250,333 | 73,600 | 6.3% | $286.17万 | 加仓 |
| BRO | BROWN & BROWN INC | $4,879.86万 | 0.03% | 760,695 | 49,961 | 7.0% | $320.50万 | 加仓 |
| HPQ | HP INC | $4,927.05万 | 0.03% | 2,245,695 | 161,324 | 7.7% | $353.94万 | 加仓 |
| OMC | OMNICOM GROUP INC | $5,012.19万 | 0.03% | 688,186 | -36,240 | -5.0% | -$263.94万 | 减仓 |
| NTRA | NATERA INC | $5,042.43万 | 0.03% | 185,759 | 11,894 | 6.8% | $322.86万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $5,067.71万 | 0.03% | 112,371 | 4,435 | 4.1% | $200.01万 | 加仓 |