13F 机构持仓

Mitsubishi UFJ Asset Management Co., Ltd.

TOKYO M0 · SEC CIK 0001466546

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1,804.25亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.6%
AAPL 5.8%
MSFT 4.8%
AMZN 3.6%
GOOGL 3.1%
AVGO 2.3%
GOOG 2.2%
META 2.0%
TSLA 1.7%
V 1.3%

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
CRWV COREWEAVE INC $2,217.29万0.01%286,213 83,70441.3% $648.45万 加仓
SOLV SOLVENTUM CORP $2,207.09万0.01%337,992 30,1109.8% $196.62万 加仓
LUV SOUTHWEST AIRLS CO $2,195.16万0.01%584,284 8,6451.5% $32.48万 加仓
MRNA MODERNA INC $2,157.09万0.01%424,625 34,5978.9% $175.75万 加仓
AKAM AKAMAI TECHNOLOGIES INC $2,155.81万0.01%187,707 9,9685.6% $114.48万 加仓
ZM ZOOM COMMUNICATIONS INC $2,145.12万0.01%266,839 10,5904.1% $85.13万 加仓
FRT FEDERAL RLTY INVT TR NEW $2,142.59万0.01%201,731 1,8110.9% $19.23万 加仓
BURL BURLINGTON STORES INC $2,139.44万0.01%65,752 6,48710.9% $211.07万 加仓
RPRX ROYALTY PHARMA PLC $2,124.01万0.01%442,778 29,7037.2% $142.49万 加仓
HEI HEICO CORP NEW $2,103.77万0.01%76,724 11,33617.3% $310.83万 加仓
AFRM AFFIRM HLDGS INC $2,088.65万0.01%455,837 44,15610.7% $202.32万 加仓
CPT CAMDEN PPTY TR $2,080.63万0.01%213,048 10,7655.3% $105.13万 加仓
CDE COEUR MNG INC $2,071.06万0.01%1,103,387 1,103,387— $2,071.06万 新建仓
NWSA NEWS CORP NEW $2,053.01万0.01%823,511 -478-0.1% -$1.19万 减仓
ALAB ASTERA LABS INC $2,045.87万0.01%186,667 -7,926-4.1% -$86.87万 减仓
TWLO TWILIO INC $2,037.34万0.01%161,925 9,5896.3% $120.65万 加仓
BLDR BUILDERS FIRSTSOURCE INC $2,032.22万0.01%246,838 7,9713.3% $65.63万 加仓
HRL HORMEL FOODS CORP $2,018.55万0.01%891,193 100,91812.8% $228.58万 加仓
ILMN ILLUMINA INC $2,014.98万0.01%163,474 8,8785.7% $109.43万 加仓
FWONK LIBERTY MEDIA CORP DEL $2,002.81万0.01%235,569 19,0118.8% $161.63万 加仓
ASTS AST SPACEMOBILE INC $1,959.34万0.01%236,435 235,98552,441.1% $1,955.61万 加仓
SCCO SOUTHERN COPPER CORP $1,941.96万0.01%112,865 17,88118.8% $307.66万 加仓
HII HUNTINGTON INGALLS INDS INC $1,861.43万0.01%48,998 2,9976.5% $113.86万 加仓
VTRS VIATRIS INC $1,851.75万0.01%1,370,654 86,3686.7% $116.68万 加仓
ERIE ERIE INDTY CO $1,848.54万0.01%73,556 9,55614.9% $240.15万 加仓
ENTG ENTEGRIS INC $1,838.52万0.01%156,817 11,0467.6% $129.50万 加仓
FLUT FLUTTER ENTMT PLC $1,833.56万0.01%179,849 15,1119.2% $154.06万 加仓
APA APA CORPORATION $1,823.54万0.01%429,675 44,32511.5% $188.12万 加仓
ZS ZSCALER INC $1,813.91万0.01%129,297 14,70812.8% $206.34万 加仓
ESLT ELBIT SYS LTD $1,789.03万0.01%21,070 3,83522.3% $325.63万 加仓
RDDT REDDIT INC $1,785.66万0.01%132,615 10,0348.2% $135.11万 加仓
FOX FOX CORP $1,773.41万0.01%333,976 9570.3% $5.08万 加仓
EMB ISHARES TR $1,768.70万0.01%188,300 48,70034.9% $457.44万 加仓
SWK STANLEY BLACK & DECKER INC $1,765.29万0.01%248,422 3680.1% $2.62万 加仓
HEI/A HEICO CORP NEW $1,760.22万0.01%83,387 4,4105.6% $93.09万 加仓
RS RELIANCE INC $1,708.52万0.01%56,216 4,0247.7% $122.30万 加仓
FCNCA FIRST CTZNS BANCSHARES INC D $1,685.64万0.01%8,944 560.6% $10.55万 加仓
SJM SMUCKER J M CO $1,665.57万0.01%172,705 -98,599-36.3% -$950.89万 减仓
PINS PINTEREST INC $1,650.28万0.01%899,826 109,68413.9% $201.16万 加仓
LUNR INTUITIVE MACHINES INC $1,645.97万0.01%886,837 241,25937.4% $447.78万 加仓
TKO TKO GROUP HOLDINGS INC $1,616.27万0.01%80,152 -44-0.1% -$8,873 减仓
RVMD REVOLUTION MEDICINES INC $1,604.51万0.01%164,988 133,474423.5% $1,298.03万 加仓
SSNC SS&C TECH HLDGS $1,556.08万0.01%230,292 13,0556.0% $88.21万 加仓
RL RALPH LAUREN CORP $1,554.73万0.01%45,197 2,7176.4% $93.46万 加仓
BXP BXP INC $1,542.84万0.01%297,271 -153,320-34.0% -$795.73万 减仓
TOST TOAST INC $1,542.09万0.01%581,700 41,4577.7% $109.90万 加仓
HAS HASBRO INC $1,525.40万0.01%162,970 9,4426.2% $88.38万 加仓
NLY ANNALY CAPITAL MANAGEMENT IN $1,497.30万0.01%707,943 65,23610.2% $137.97万 加仓
TRU TRANSUNION $1,494.84万0.01%216,048 31,49317.1% $217.90万 加仓
IRDM IRIDIUM COMMUNICATIONS INC $1,493.60万0.01%538,427 141,78535.7% $393.31万 加仓
RIVN RIVIAN AUTOMOTIVE INC $1,481.67万0.01%984,496 89,29910.0% $134.39万 加仓
GGG GRACO INC $1,481.27万0.01%174,987 16,75510.6% $141.83万 加仓
NBIX NEUROCRINE BIOSCIENCES INC $1,463.13万0.01%111,062 10,84010.8% $142.81万 加仓
CSL CARLISLE COS INC $1,457.35万0.01%43,683 380.1% $1.27万 加仓
RKT ROCKET COS INC $1,455.24万0.01%1,021,224 141,60316.1% $201.78万 加仓
ARE ALEXANDRIA REAL ESTATE EQ IN $1,453.27万0.01%313,069 -123,482-28.3% -$573.20万 减仓
GNRC GENERAC HLDGS INC $1,440.42万0.01%73,743 6,79010.1% $132.63万 加仓
TW TRADEWEB MKTS INC $1,406.66万0.01%119,553 10,82910.0% $127.41万 加仓
IOT SAMSARA INC $1,397.60万0.01%441,023 -31,765-6.7% -$100.66万 减仓
OKTA OKTA INC $1,391.99万0.01%176,850 14,3358.8% $112.83万 加仓
DKS DICKS SPORTING GOODS INC $1,389.20万0.01%70,059 5,9589.3% $118.14万 加仓
PNW PINNACLE WEST CAP CORP $1,387.29万0.01%137,696 -930-0.7% -$9.37万 减仓
CHKP CHECK POINT SOFTWARE TECH LT $1,385.94万0.01%97,021 14,86718.1% $212.38万 加仓
ALGN ALIGN TECHNOLOGY INC $1,381.61万0.01%80,593 2,9963.9% $51.36万 加仓
RPM RPM INTL INC $1,376.21万0.01%138,452 14,24611.5% $141.61万 加仓
PNFP PINNACLE FINL PARTNERS INC $1,357.45万0.01%157,586 157,586— $1,357.45万 新建仓
HUBS HUBSPOT INC $1,356.02万0.01%55,552 4,9889.9% $121.76万 加仓
WSO WATSCO INC $1,334.31万0.01%36,678 3,78311.5% $137.62万 加仓
BKSY BLACKSKY TECHNOLOGY INC $1,316.50万0.01%523,251 142,34837.4% $358.15万 加仓
IVZ INVESCO LTD $1,308.66万0.01%538,767 40,4978.1% $98.37万 加仓
GL GLOBE LIFE INC $1,304.50万0.01%93,734 7,3208.5% $101.87万 加仓
AOS SMITH A O CORP $1,291.59万0.01%195,874 -3,575-1.8% -$23.57万 减仓
IREN IREN LIMITED $1,289.77万0.01%376,245 344,4761,084.3% $1,180.86万 加仓
TEAM ATLASSIAN CORPORATION $1,286.68万0.01%188,524 10,4015.8% $70.99万 加仓
SHOP SHOPIFY INC $1,285.77万0.01%108,394 1,1721.1% $13.90万 加仓
FDS FACTSET RESH SYS INC $1,277.12万0.01%58,856 4310.7% $9.35万 加仓
FNF FIDELITY NATL FINL INC $1,276.19万0.01%275,160 24,7389.9% $114.73万 加仓
AIZ ASSURANT INC $1,248.90万0.01%57,339 8221.5% $17.90万 加仓
OC OWENS CORNING NEW $1,238.48万0.01%114,441 114,23856,274.9% $1,236.28万 加仓
BEN FRANKLIN RESOURCES INC $1,232.56万0.01%521,831 -21,971-4.0% -$51.90万 减仓
RVTY REVVITY INC $1,225.02万0.01%139,826 9600.7% $8.41万 加仓
AES AES CORP $1,203.68万0.01%854,278 62,1667.8% $87.59万 加仓
MOG/A MOOG INC $1,194.73万0.01%40,826 11,08837.3% $324.48万 加仓
HTHT H WORLD GROUP LTD $1,193.58万0.01%237,340 00.0% — 不变
ACM AECOM $1,190.75万0.01%140,385 10,8668.4% $92.17万 加仓
MBLY MOBILEYE GLOBAL INC $1,182.74万0.01%1,721,596 -110,228-6.0% -$75.73万 减仓
RDW REDWIRE CORPORATION $1,179.33万0.01%1,387,447 377,44837.4% $320.83万 加仓
CG CARLYLE GROUP INC $1,160.16万0.01%239,753 19,6218.9% $94.95万 加仓
EQH EQUITABLE HLDGS INC $1,149.99万0.01%309,888 -2,088-0.7% -$7.75万 减仓
FHN FIRST HORIZON CORPORATION $1,126.46万0.01%494,929 24,3095.2% $55.33万 加仓
CRL CHARLES RIV LABS INTL INC $1,099.86万0.01%63,760 5,3639.2% $92.51万 加仓
DKNG DRAFTKINGS INC NEW $1,077.93万0.01%498,578 54,97212.4% $118.85万 加仓
ESE ESCO TECHNOLOGIES INC $1,060.99万0.01%37,708 10,23737.3% $288.04万 加仓
MOS MOSAIC CO $1,060.40万0.01%415,843 -84-0.0% -$2,142 减仓
OHI OMEGA HEALTHCARE INVS INC $1,057.77万0.01%241,390 8,8073.8% $38.59万 加仓
DCO DUCOMMUN INC DEL $1,052.42万0.01%86,264 23,46837.4% $286.31万 加仓
ASML ASML HLDG NV $1,050.06万0.01%7,950 3905.2% $51.51万 加仓
BF/B BROWN FORMAN CORP $1,047.99万0.01%396,364 -138,262-25.9% -$365.56万 减仓
BAX BAXTER INTL INC $1,044.39万0.01%621,658 -492,144-44.2% -$826.80万 减仓
WYNN WYNN RESORTS LTD $1,041.76万0.01%102,586 8,9139.5% $90.51万 加仓