Mitsubishi UFJ Asset Management Co., Ltd.
TOKYO M0 · SEC CIK 0001466546
$1,489.64亿2026Q1 申报市值
1,618持仓数
33.3%前十大占比 · 第一大 6.6%
20 / 26新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMZN 加仓+$9.23亿
NFLX 加仓+$8.97亿
NVDA 加仓+$6.63亿
AAPL 加仓+$5.32亿
COR 加仓+$3.01亿
2026Q1 卖出最多 按季末市值估算
ADP 减仓-$3.87亿
AJG 减仓-$3.80亿
ROP 减仓-$3.43亿
ABT 减仓-$2.14亿
BR 减仓-$1.43亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AZO | AUTOZONE INC | $6.00亿 | 0.40% | 177,699 | 713 | 0.4% | $240.84万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $6.41亿 | 0.43% | 2,370,729 | 168,780 | 7.7% | $4,567.02万 | 加仓 |
| AMAT | APPLIED MATLS INC | $6.46亿 | 0.43% | 1,889,050 | 123,100 | 7.0% | $4,208.58万 | 加仓 |
| SNPS | SYNOPSYS INC | $6.58亿 | 0.44% | 1,659,702 | 214,049 | 14.8% | $8,486.61万 | 加仓 |
| GE | GE AEROSPACE | $6.75亿 | 0.45% | 2,379,640 | 151,183 | 6.8% | $4,290.12万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $6.77亿 | 0.45% | 3,167,860 | 173,621 | 5.8% | $3,709.59万 | 加仓 |
| MRK | MERCK & CO INC | $6.96亿 | 0.47% | 5,782,329 | 370,900 | 6.9% | $4,461.69万 | 加仓 |
| CSCO | CISCO SYS INC | $7.35亿 | 0.49% | 9,472,941 | 639,435 | 7.2% | $4,961.49万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $7.44亿 | 0.50% | 10,344,022 | 968,171 | 10.3% | $6,964.05万 | 加仓 |
| BAC | BANK AMERICA CORP | $7.55亿 | 0.51% | 15,477,022 | 800,125 | 5.5% | $3,900.61万 | 加仓 |
| HD | HOME DEPOT INC | $7.78亿 | 0.52% | 2,366,564 | 154,789 | 7.0% | $5,090.86万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $7.83亿 | 0.53% | 3,846,779 | 266,633 | 7.4% | $5,424.12万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7.89亿 | 0.53% | 5,392,749 | 344,930 | 6.8% | $5,045.64万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $7.95亿 | 0.53% | 939,412 | 49,445 | 5.6% | $4,183.00万 | 加仓 |
| AON | AON PLC | $8.12亿 | 0.55% | 2,516,637 | 703,749 | 38.8% | $2.27亿 | 加仓 |
| CME | CME GROUP INC | $8.22亿 | 0.55% | 2,781,898 | 40,129 | 1.5% | $1,185.21万 | 加仓 |
| SPGI | S&P GLOBAL INC | $8.68亿 | 0.58% | 2,041,884 | 71,096 | 3.6% | $3,024.00万 | 加仓 |
| ABBV | ABBVIE INC | $8.77亿 | 0.59% | 4,031,039 | 278,356 | 7.4% | $6,053.96万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $8.97亿 | 0.60% | 2,655,682 | 184,349 | 7.5% | $6,228.05万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $9.01亿 | 0.60% | 5,727,011 | 174,311 | 3.1% | $2,741.56万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $9.11亿 | 0.61% | 1,853,226 | -232,799 | -11.2% | -$1.14亿 | 减仓 |
| MA | MASTERCARD INCORPORATED | $9.39亿 | 0.63% | 1,879,668 | 118,444 | 6.7% | $5,918.17万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $9.41亿 | 0.63% | 5,693,947 | 448,276 | 8.5% | $7,411.80万 | 加仓 |
| CVX | CHEVRON CORPORATION | $9.52亿 | 0.64% | 4,603,505 | 243,764 | 5.6% | $5,043.48万 | 加仓 |
| CAT | CATERPILLAR INC | $9.57亿 | 0.64% | 1,351,377 | 60,848 | 4.7% | $4,310.84万 | 加仓 |
| TXN | TEXAS INSTRS INC | $10.01亿 | 0.67% | 5,157,982 | -226,861 | -4.2% | -$4,404.28万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $10.74亿 | 0.72% | 1,077,949 | 71,793 | 7.1% | $7,153.67万 | 加仓 |
| WMT | WALMART INC | $13.08亿 | 0.88% | 10,525,198 | 1,122,472 | 11.9% | $1.40亿 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $13.82亿 | 0.93% | 5,654,814 | 376,014 | 7.1% | $9,191.25万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $14.44亿 | 0.97% | 9,997,367 | -358,092 | -3.5% | -$5,172.28万 | 减仓 |
| KO | COCA COLA CO | $15.39亿 | 1.03% | 20,235,126 | 671,002 | 3.4% | $5,102.97万 | 加仓 |
| — | EXXON MOBIL CORP | $16.17亿 | 1.09% | 9,531,251 | 560,416 | 6.2% | $9,508.02万 | 加仓 |
| LLY | ELI LILLY & CO | $17.31亿 | 1.16% | 1,882,027 | 130,751 | 7.5% | $1.20亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $17.51亿 | 1.18% | 3,654,486 | 241,473 | 7.1% | $1.16亿 | 加仓 |
| NFLX | NETFLIX INC. | $17.95亿 | 1.21% | 18,669,758 | 9,330,084 | 99.9% | $8.97亿 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $18.34亿 | 1.23% | 6,234,859 | 367,275 | 6.3% | $1.08亿 | 加仓 |
| V | VISA INC | $20.04亿 | 1.35% | 6,632,238 | 190,423 | 3.0% | $5,755.23万 | 加仓 |
| TSLA | TESLA INC | $24.60亿 | 1.65% | 6,616,579 | 467,565 | 7.6% | $1.74亿 | 加仓 |
| META | META PLATFORMS INC | $29.22亿 | 1.96% | 5,106,529 | 360,581 | 7.6% | $2.06亿 | 加仓 |
| GOOG | ALPHABET INC | $32.65亿 | 2.19% | 11,382,948 | 1,021,536 | 9.9% | $2.93亿 | 加仓 |
| AVGO | BROADCOM INC | $34.15亿 | 2.29% | 11,032,501 | 773,281 | 7.5% | $2.39亿 | 加仓 |
| GOOGL | ALPHABET INC | $46.28亿 | 3.11% | 16,092,600 | 263,168 | 1.7% | $7,567.86万 | 加仓 |
| AMZN | AMAZON COM INC | $53.83亿 | 3.61% | 25,846,743 | 4,431,371 | 20.7% | $9.23亿 | 加仓 |
| MSFT | MICROSOFT CORP | $70.92亿 | 4.76% | 19,158,356 | 477,836 | 2.6% | $1.77亿 | 加仓 |
| AAPL | APPLE INC | $86.17亿 | 5.78% | 33,951,353 | 2,094,891 | 6.6% | $5.32亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $98.36亿 | 6.60% | 56,396,439 | 3,801,184 | 7.2% | $6.63亿 | 加仓 |