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 |
|---|---|---|---|---|---|---|---|---|
| TS | TENARIS S A | $55.90万 | 0.00% | 10,073 | 99 | 1.0% | $5,494 | 加仓 |
| CTO | CTO RLTY GROWTH INC NEW | $56.97万 | 0.00% | 26,487 | 3,500 | 15.2% | $7.53万 | 加仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $57.74万 | 0.00% | 66,068 | -20,355 | -23.6% | -$17.79万 | 减仓 |
| HUN | HUNTSMAN CORP | $58.25万 | 0.00% | 54,852 | -12,675 | -18.8% | -$13.46万 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC | $58.27万 | 0.00% | 23,647 | 4,796 | 25.4% | $11.82万 | 加仓 |
| SAFE | SAFEHOLD INC | $58.34万 | 0.00% | 37,162 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS MASTER ISSUER | $58.68万 | 0.00% | 11,247 | 0 | 0.0% | — | 不变 |
| INN | SUMMIT HOTEL PPTYS | $58.99万 | 0.00% | 84,157 | 0 | 0.0% | — | 不变 |
| LWLG | LIGHTWAVE LOGIC INC | $59.51万 | 0.00% | 62,904 | -61,531 | -49.4% | -$58.21万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $59.73万 | 0.00% | 4,500 | 4,500 | — | $59.73万 | 新建仓 |
| KMTS | KESTRA MED TECHNOLOGIES LTD | $59.96万 | 0.00% | 23,570 | 10,011 | 73.8% | $25.47万 | 加仓 |
| GRFS | GRIFOLS S A | $60.98万 | 0.00% | 86,124 | 20,804 | 31.8% | $14.73万 | 加仓 |
| CNMD | CONMED CORP | $61.18万 | 0.00% | 18,692 | 5,237 | 38.9% | $17.14万 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $63.08万 | 0.00% | 21,894 | 4,631 | 26.8% | $13.34万 | 加仓 |
| JKS | JINKOSOLAR HLDG CO LTD | $63.28万 | 0.00% | 37,664 | 17,503 | 86.8% | $29.41万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $64.05万 | 0.00% | 26,700 | -44,500 | -62.5% | -$106.76万 | 减仓 |
| DQ | DAQO NEW ENERGY CORP | $65.52万 | 0.00% | 48,933 | 31,045 | 173.6% | $41.57万 | 加仓 |
| FLNC | FLUENCE ENERGY INC | $68.02万 | 0.00% | 34,217 | 10,594 | 44.8% | $21.06万 | 加仓 |
| ASPN | ASPEN AEROGELS INC | $68.16万 | 0.00% | 107,505 | -19,975 | -15.7% | -$12.66万 | 减仓 |
| ESRT | EMPIRE ST RLTY TR INC | $68.65万 | 0.00% | 126,902 | 16,795 | 15.3% | $9.09万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $70.47万 | 0.00% | 6,007 | -1,454 | -19.5% | -$17.06万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $70.63万 | 0.00% | 2,660 | -74 | -2.7% | -$1.96万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $71.05万 | 0.00% | 82,143 | 53,957 | 191.4% | $46.67万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $71.43万 | 0.00% | 121,478 | 78,629 | 183.5% | $46.23万 | 加仓 |
| GLDM | WORLD GOLD TR | $71.56万 | 0.00% | 9,010 | 9,010 | — | $71.56万 | 新建仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $71.59万 | 0.00% | 114,546 | 60,938 | 113.7% | $38.09万 | 加仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $71.76万 | 0.00% | 47,242 | 4,866 | 11.5% | $7.39万 | 加仓 |
| CBL | CBL & ASSOC PPTYS INC | $72.24万 | 0.00% | 13,607 | -299 | -2.2% | -$1.59万 | 减仓 |
| NTES | NETEASE COM INC | $72.75万 | 0.00% | 5,677 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $73.82万 | 0.00% | 1,278 | 209 | 19.6% | $12.07万 | 加仓 |
| ERAS | ERASCA INC | $75.11万 | 0.00% | 41,000 | 41,000 | — | $75.11万 | 新建仓 |
| JBGS | JBG SMITH PPTYS | $75.12万 | 0.00% | 51,209 | 4,966 | 10.7% | $7.29万 | 加仓 |
| — | WHITESTONE REIT | $75.90万 | 0.00% | 40,033 | 4,703 | 13.3% | $8.92万 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $76.98万 | 0.00% | 103,889 | 24,570 | 31.0% | $18.21万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $78.28万 | 0.00% | 7,188 | 1,153 | 19.1% | $12.56万 | 加仓 |
| NOVT | NOVANTA INC | $78.77万 | 0.00% | 4,855 | -812 | -14.3% | -$13.17万 | 减仓 |
| LTRX | LANTRONIX INC | $80.71万 | 0.00% | 137,257 | 41,692 | 43.6% | $24.51万 | 加仓 |
| CSR | CENTERSPACE | $80.79万 | 0.00% | 14,378 | 972 | 7.3% | $5.46万 | 加仓 |
| AVEX | AEVEX CORP | $81.26万 | 0.00% | 38,900 | 38,900 | — | $81.26万 | 新建仓 |
| ANGO | ANGIODYNAMICS INC | $82.91万 | 0.00% | 63,729 | 16,804 | 35.8% | $21.86万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $83.26万 | 0.00% | 16,698 | 5,744 | 52.4% | $28.64万 | 加仓 |
| COTY | COTY INC | $83.63万 | 0.00% | 387,186 | 20,039 | 5.5% | $4.33万 | 加仓 |
| CSIQ | CANADIAN SOLAR INC | $84.45万 | 0.00% | 52,713 | 30,855 | 141.2% | $49.43万 | 加仓 |
| RUN | SUNRUN INC | $84.91万 | 0.00% | 63,460 | 31,931 | 101.3% | $42.72万 | 加仓 |
| SERV | SERVE ROBOTICS INC | $85.93万 | 0.00% | 130,597 | 130,597 | — | $85.93万 | 新建仓 |
| — | SERVICE PPTYS TR | $88.89万 | 0.00% | 525,975 | 402,378 | 325.6% | $68.00万 | 加仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $89.36万 | 0.00% | 90,266 | 17,680 | 24.4% | $17.50万 | 加仓 |
| — | KULR TECHNOLOGY GROUP INC | $91.62万 | 0.00% | 240,483 | 240,483 | — | $91.62万 | 新建仓 |
| RR | RICHTECH ROBOTICS INC | $93.98万 | 0.00% | 445,404 | 154,897 | 53.3% | $32.68万 | 加仓 |
| INMD | INMODE LTD | $94.51万 | 0.00% | 64,644 | 0 | 0.0% | — | 不变 |
| DEA | EASTERLY GOVT PPTYS INC | $94.81万 | 0.00% | 38,031 | 3,316 | 9.6% | $8.27万 | 加仓 |
| MASS | 908 DEVICES INC | $96.18万 | 0.00% | 110,557 | -21,909 | -16.5% | -$19.06万 | 减仓 |
| PDM | PIEDMONT REALTY TRUST INC | $97.25万 | 0.00% | 106,281 | 0 | 0.0% | — | 不变 |
| OMCL | OMNICELL COM | $100.23万 | 0.00% | 24,140 | -3,206 | -11.7% | -$13.31万 | 减仓 |
| AAT | AMERICAN ASSETS TR INC | $100.25万 | 0.00% | 40,603 | -371 | -0.9% | -$9,160 | 减仓 |
| SYM | SYMBOTIC INC | $102.01万 | 0.00% | 22,695 | 4,916 | 27.7% | $22.10万 | 加仓 |
| — | ARCOSA INC | $105.51万 | 0.00% | 7,262 | 1,263 | 21.1% | $18.35万 | 加仓 |
| UMH | UMH PPTYS INC | $106.73万 | 0.00% | 70,496 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC | $106.80万 | 0.00% | 46,172 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $107.58万 | 0.00% | 13,616 | 1,952 | 16.7% | $15.42万 | 加仓 |
| ALKS | ALKERMES PLC | $107.87万 | 0.00% | 20,588 | 19,704 | 2,229.0% | $103.24万 | 加仓 |
| IAU | ISHARES GOLD TR | $109.74万 | 0.00% | 14,533 | 694 | 5.0% | $5.24万 | 加仓 |
| — | NANO DIMENSION LTD | $109.87万 | 0.00% | 757,725 | 194,030 | 34.4% | $28.13万 | 加仓 |
| VPG | VISHAY PRECISION GROUP INC | $112.54万 | 0.00% | 7,507 | 7,507 | — | $112.54万 | 新建仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $113.82万 | 0.00% | 547,189 | 118,489 | 27.6% | $24.65万 | 加仓 |
| EH | EHANG HLDGS LTD | $115.02万 | 0.00% | 175,598 | 77,422 | 78.9% | $50.71万 | 加仓 |
| MRCY | MERCURY SYS INC | $115.08万 | 0.00% | 9,407 | -1,554 | -14.2% | -$19.01万 | 减仓 |
| TE | T1 ENERGY INC | $115.16万 | 0.00% | 121,478 | -67,280 | -35.6% | -$63.78万 | 减仓 |
| YSS | YORK SPACE SYSTEMS INC | $116.21万 | 0.00% | 47,200 | 47,200 | — | $116.21万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $118.18万 | 0.00% | 3,495 | -522 | -13.0% | -$17.65万 | 减仓 |
| — | VALENS SEMICONDUCTOR LTD | $118.45万 | 0.00% | 524,116 | 524,116 | — | $118.45万 | 新建仓 |
| REET | ISHARES TR GLOBAL | $120.48万 | 0.00% | 43,620 | 0 | 0.0% | — | 不变 |
| LXFR | LUXFER HLDGS PLC | $120.99万 | 0.00% | 67,067 | 48,847 | 268.1% | $88.12万 | 加仓 |
| IPAR | INTERPARFUMS INC | $121.19万 | 0.00% | 10,834 | -7,634 | -41.3% | -$85.39万 | 减仓 |
| WLK | WESTLAKE CORPORATION | $123.42万 | 0.00% | 16,907 | 5,645 | 50.1% | $41.21万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $124.27万 | 0.00% | 8,570 | 1,533 | 21.8% | $22.23万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $125.07万 | 0.00% | 8,771 | -16,420 | -65.2% | -$234.13万 | 减仓 |
| BLSH | BULLISH | $126.29万 | 0.00% | 53,900 | 11,100 | 25.9% | $26.01万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $127.03万 | 0.00% | 32,564 | 18,590 | 133.0% | $72.52万 | 加仓 |
| KDK | KODIAK AI INC. | $127.64万 | 0.00% | 251,254 | 16,479 | 7.0% | $8.37万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $131.01万 | 0.00% | 26,607 | -4,562 | -14.6% | -$22.46万 | 减仓 |
| CBT | CABOT CORP | $132.06万 | 0.00% | 14,541 | 52 | 0.4% | $4,723 | 加仓 |
| LI | LI AUTO INC | $133.00万 | 0.00% | 113,287 | 24,434 | 27.5% | $28.69万 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $133.43万 | 0.00% | 32,145 | 19,246 | 149.2% | $79.89万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $133.65万 | 0.00% | 22,870 | -1,807 | -7.3% | -$10.56万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $133.79万 | 0.00% | 69,250 | -76,200 | -52.4% | -$147.22万 | 减仓 |
| JD | JD.COM INC | $138.11万 | 0.00% | 54,204 | 54,204 | — | $138.11万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $140.10万 | 0.00% | 9,456 | 9,456 | — | $140.10万 | 新建仓 |
| — | SILA REALTY TRUST INC | $141.21万 | 0.00% | 46,511 | 2,603 | 5.9% | $7.90万 | 加仓 |
| NVEC | NVE CORP | $144.28万 | 0.00% | 13,800 | 501 | 3.8% | $5.24万 | 加仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $144.45万 | 0.00% | 28,757 | 8,090 | 39.1% | $40.64万 | 加仓 |
| FORM | FORMFACTOR INC | $145.90万 | 0.00% | 9,123 | 9,123 | — | $145.90万 | 新建仓 |
| CC | CHEMOURS CO | $146.65万 | 0.00% | 71,468 | 15,278 | 27.2% | $31.35万 | 加仓 |
| GNL | GLOBAL NET LEASE INC | $148.41万 | 0.00% | 166,003 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $148.65万 | 0.00% | 48,406 | 48,406 | — | $148.65万 | 新建仓 |
| PONY | PONY AI INC | $150.14万 | 0.00% | 216,024 | 80,267 | 59.1% | $55.79万 | 加仓 |
| SHEL | SHELL PLC | $150.23万 | 0.00% | 19,374 | 10,117 | 109.3% | $78.45万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $151.08万 | 0.00% | 18,949 | -9,796 | -34.1% | -$78.10万 | 减仓 |
| CAI | CARIS LIFE SCIENCES INC | $152.54万 | 0.00% | 85,600 | 85,600 | — | $152.54万 | 新建仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $153.19万 | 0.00% | 108,642 | 7,592 | 7.5% | $10.70万 | 加仓 |