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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $118.65亿 | 6.58% | 59,298,961 | 2,902,522 | 5.1% | $5.81亿 | 加仓 |
| AAPL | APPLE INC | $105.89亿 | 5.87% | 36,594,139 | 2,642,786 | 7.8% | $7.65亿 | 加仓 |
| MSFT | MICROSOFT CORP | $75.21亿 | 4.17% | 20,161,916 | 1,003,560 | 5.2% | $3.74亿 | 加仓 |
| AMZN | AMAZON COM INC | $66.31亿 | 3.68% | 27,823,553 | 1,976,810 | 7.6% | $4.71亿 | 加仓 |
| GOOGL | ALPHABET INC | $63.34亿 | 3.51% | 17,724,321 | 1,631,721 | 10.1% | $5.83亿 | 加仓 |
| AVGO | BROADCOM INC | $44.58亿 | 2.47% | 11,800,351 | 767,850 | 7.0% | $2.90亿 | 加仓 |
| GOOG | ALPHABET INC | $41.56亿 | 2.30% | 11,763,766 | 380,818 | 3.3% | $1.35亿 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $33.20亿 | 1.84% | 2,876,227 | 220,545 | 8.3% | $2.55亿 | 加仓 |
| META | META PLATFORMS INC | $31.21亿 | 1.73% | 5,539,703 | 433,174 | 8.5% | $2.44亿 | 加仓 |
| TSLA | TESLA INC | $29.96亿 | 1.66% | 7,122,168 | 505,589 | 7.6% | $2.13亿 | 加仓 |
| V | VISA INC | $24.19亿 | 1.34% | 7,050,013 | 417,775 | 6.3% | $1.43亿 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.18亿 | 1.34% | 4,162,609 | 315,830 | 8.2% | $1.83亿 | 加仓 |
| LLY | ELI LILLY & CO | $24.15亿 | 1.34% | 2,013,696 | 131,669 | 7.0% | $1.58亿 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $21.75亿 | 1.21% | 6,645,272 | 410,413 | 6.6% | $1.34亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $19.75亿 | 1.09% | 3,946,324 | 291,838 | 8.0% | $1.46亿 | 加仓 |
| INTC | INTEL CORP | $16.23亿 | 0.90% | 11,626,397 | 666,041 | 6.1% | $9,299.93万 | 加仓 |
| KO | COCA COLA CO | $15.91亿 | 0.88% | 19,581,969 | -653,157 | -3.2% | -$5,308.21万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $15.43亿 | 0.86% | 6,075,370 | 420,556 | 7.4% | $1.07亿 | 加仓 |
| NFLX | NETFLIX INC. | $14.81亿 | 0.82% | 20,746,540 | 2,076,782 | 11.1% | $1.48亿 | 加仓 |
| PG | PROCTER & GAMBLE CO | $14.81亿 | 0.82% | 10,097,178 | 99,811 | 1.0% | $1,463.63万 | 加仓 |
| AMAT | APPLIED MATLS INC | $14.70亿 | 0.81% | 2,034,179 | 145,129 | 7.7% | $1.05亿 | 加仓 |
| CAT | CATERPILLAR INC | $14.67亿 | 0.81% | 1,377,957 | 26,580 | 2.0% | $2,830.50万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $14.36亿 | 0.80% | 3,312,931 | 145,071 | 4.6% | $6,286.36万 | 加仓 |
| — | EXXON MOBIL CORP | $13.88亿 | 0.77% | 10,154,212 | 622,961 | 6.5% | $8,517.12万 | 加仓 |
| WMT | WALMART INC | $12.83亿 | 0.71% | 11,328,435 | 803,237 | 7.6% | $9,097.46万 | 加仓 |
| TXN | TEXAS INSTRS INC | $12.06亿 | 0.67% | 4,044,637 | -1,113,345 | -21.6% | -$3.32亿 | 减仓 |
| CSCO | CISCO SYS INC | $11.95亿 | 0.66% | 10,176,574 | 703,633 | 7.4% | $8,264.73万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $11.52亿 | 0.64% | 6,365,306 | 671,359 | 11.8% | $1.21亿 | 加仓 |
| ABBV | ABBVIE INC | $10.92亿 | 0.61% | 4,340,720 | 309,681 | 7.7% | $7,792.81万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $10.86亿 | 0.60% | 1,160,998 | 83,049 | 7.7% | $7,768.66万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $10.66亿 | 0.59% | 2,563,973 | 193,244 | 8.2% | $8,031.81万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $10.19亿 | 0.57% | 1,984,858 | 105,190 | 5.6% | $5,402.56万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $10.09亿 | 0.56% | 2,012,934 | 159,708 | 8.6% | $8,007.12万 | 加仓 |
| KLAC | KLA CORP | $10.07亿 | 0.56% | 3,337,436 | 212,366 | 6.8% | $6,407.29万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $9.74亿 | 0.54% | 963,426 | 24,014 | 2.6% | $2,428.70万 | 加仓 |
| GE | GE AEROSPACE | $9.53亿 | 0.53% | 2,548,756 | 169,116 | 7.1% | $6,320.37万 | 加仓 |
| BAC | BANK OF AMER CORP | $9.40亿 | 0.52% | 16,493,635 | 1,016,613 | 6.6% | $5,792.66万 | 加仓 |
| AON | AON PLC | $9.13亿 | 0.51% | 2,753,913 | 237,276 | 9.4% | $7,870.21万 | 加仓 |
| HD | HOME DEPOT INC | $8.96亿 | 0.50% | 2,541,157 | 174,593 | 7.4% | $6,157.54万 | 加仓 |
| SPGI | S&P GLOBAL INC | $8.17亿 | 0.45% | 2,006,014 | -35,870 | -1.8% | -$1,460.84万 | 减仓 |
| CVX | CHEVRON CORPORATION | $8.11亿 | 0.45% | 4,890,968 | 287,463 | 6.2% | $4,764.99万 | 加仓 |
| MRK | MERCK & CO INC | $7.95亿 | 0.44% | 6,184,340 | 402,011 | 7.0% | $5,165.12万 | 加仓 |
| GEV | GE VERNOVA INC | $7.86亿 | 0.44% | 669,232 | 46,320 | 7.4% | $5,441.95万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $7.52亿 | 0.42% | 10,423,380 | 79,358 | 0.8% | $572.65万 | 加仓 |
| SNPS | SYNOPSYS INC | $7.47亿 | 0.41% | 1,675,522 | 15,820 | 1.0% | $705.68万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $7.15亿 | 0.40% | 5,806,751 | 79,740 | 1.4% | $981.68万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $7.13亿 | 0.40% | 2,090,819 | 130,038 | 6.6% | $4,434.56万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $6.84亿 | 0.38% | 2,431,943 | 181,050 | 8.0% | $5,091.31万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6.65亿 | 0.37% | 5,698,278 | 305,529 | 5.7% | $3,564.61万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $6.53亿 | 0.36% | 2,192,031 | 1,203,585 | 121.8% | $3.59亿 | 加仓 |
| RTX | RTX CORPORATION | $6.37亿 | 0.35% | 3,357,045 | 277,239 | 9.0% | $5,260.06万 | 加仓 |
| CME | CME GROUP INC | $6.30亿 | 0.35% | 2,851,836 | 69,938 | 2.5% | $1,544.44万 | 加仓 |
| ORCL | ORACLE CORP | $6.25亿 | 0.35% | 4,267,854 | 310,040 | 7.8% | $4,543.64万 | 加仓 |
| WFC | WELLS FARGO & CO | $6.21亿 | 0.34% | 7,512,840 | 450,907 | 6.4% | $3,726.30万 | 加仓 |
| LIN | LINDE PLC | $6.17亿 | 0.34% | 1,188,678 | 77,879 | 7.0% | $4,041.45万 | 加仓 |
| MS | MORGAN STANLEY | $6.03亿 | 0.33% | 2,884,044 | 197,134 | 7.3% | $4,120.89万 | 加仓 |
| C | CITIGROUP INC | $5.83亿 | 0.32% | 4,162,778 | 164,159 | 4.1% | $2,297.57万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $5.79亿 | 0.32% | 1,712,074 | 49,763 | 3.0% | $1,683.23万 | 加仓 |
| AZO | AUTOZONE INC | $5.73亿 | 0.32% | 179,254 | 1,555 | 0.9% | $496.97万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $5.59亿 | 0.31% | 875,582 | 78,599 | 9.9% | $5,020.28万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $5.50亿 | 0.30% | 569,718 | 51,264 | 9.9% | $4,946.98万 | 加仓 |
| APH | AMPHENOL CORP | $5.46亿 | 0.30% | 3,098,752 | 250,881 | 8.8% | $4,422.62万 | 加仓 |
| AMGN | AMGEN INC | $5.35亿 | 0.30% | 1,478,418 | 97,238 | 7.0% | $3,521.18万 | 加仓 |
| WELL | WELLTOWER INC | $5.30亿 | 0.29% | 2,334,400 | 196,854 | 9.2% | $4,468.00万 | 加仓 |
| QCOM | QUALCOMM INC | $5.11亿 | 0.28% | 2,764,365 | 188,073 | 7.3% | $3,475.40万 | 加仓 |
| MCD | MCDONALDS CORP | $5.03亿 | 0.28% | 1,859,191 | 118,682 | 6.8% | $3,208.09万 | 加仓 |
| ADI | ANALOG DEVICES INC | $5.00亿 | 0.28% | 1,259,949 | 86,486 | 7.4% | $3,434.96万 | 加仓 |
| MCK | MCKESSON CORP | $4.96亿 | 0.27% | 656,084 | 377,617 | 135.6% | $2.85亿 | 加仓 |
| GLW | CORNING INC | $4.93亿 | 0.27% | 1,929,161 | 126,836 | 7.0% | $3,239.77万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $4.89亿 | 0.27% | 640,239 | 46,332 | 7.8% | $3,535.78万 | 加仓 |
| COR | CENCORA INC | $4.84亿 | 0.27% | 1,709,563 | 349,835 | 25.7% | $9,899.63万 | 加仓 |
| MSCI | MSCI INC | $4.81亿 | 0.27% | 858,176 | 1,481 | 0.2% | $82.94万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $4.78亿 | 0.27% | 5,448,444 | 472,190 | 9.5% | $4,144.41万 | 加仓 |
| SNDK | SANDISK CORP | $4.77亿 | 0.26% | 209,990 | 10,807 | 5.4% | $2,457.22万 | 加仓 |
| PEP | PEPSICO INC | $4.74亿 | 0.26% | 3,499,917 | 248,425 | 7.6% | $3,363.68万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $4.73亿 | 0.26% | 2,652,172 | -600,053 | -18.5% | -$1.07亿 | 减仓 |
| TJX | TJX COS INC NEW | $4.65亿 | 0.26% | 3,066,748 | 138,346 | 4.7% | $2,095.93万 | 加仓 |
| STE | STERIS PLC | $4.63亿 | 0.26% | 2,200,220 | 5,275 | 0.2% | $111.08万 | 加仓 |
| BA | BOEING CO | $4.42亿 | 0.24% | 2,041,841 | 112,116 | 5.8% | $2,426.98万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $4.38亿 | 0.24% | 2,578,287 | 205,919 | 8.7% | $3,498.15万 | 加仓 |
| LQD | ISHARES TR | $4.36亿 | 0.24% | 3,997,712 | 289,447 | 7.8% | $3,157.00万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4.33亿 | 0.24% | 10,219,866 | 540,753 | 5.6% | $2,289.55万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $4.24亿 | 0.23% | 5,918,140 | 26,119 | 0.4% | $187.01万 | 加仓 |
| DIS | DISNEY WALT CO | $4.23亿 | 0.23% | 4,391,961 | 255,551 | 6.2% | $2,459.68万 | 加仓 |
| PLD | PROLOGIS INC. | $4.18亿 | 0.23% | 3,082,490 | 216,473 | 7.6% | $2,932.56万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $4.09亿 | 0.23% | 1,029,421 | 88,092 | 9.4% | $3,503.24万 | 加仓 |
| ETN | EATON CORP PLC | $4.05亿 | 0.22% | 949,877 | 71,600 | 8.2% | $3,051.02万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $3.99亿 | 0.22% | 3,157,393 | 234,440 | 8.0% | $2,961.91万 | 加仓 |
| UNP | UNION PAC CORP | $3.95亿 | 0.22% | 1,453,536 | 110,330 | 8.2% | $3,000.98万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $3.90亿 | 0.22% | 4,303,186 | -610,882 | -12.4% | -$5,543.14万 | 减仓 |
| DE | DEERE & CO | $3.83亿 | 0.21% | 603,961 | 27,423 | 4.8% | $1,739.52万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $3.71亿 | 0.21% | 4,017,116 | 211,172 | 5.5% | $1,948.48万 | 加仓 |
| BLK | BLACKROCK INC | $3.56亿 | 0.20% | 370,188 | 27,771 | 8.1% | $2,670.35万 | 加仓 |
| T | AT&T INC | $3.53亿 | 0.20% | 17,037,701 | 1,059,960 | 6.6% | $2,194.12万 | 加仓 |
| EQIX | EQUINIX INC | $3.42亿 | 0.19% | 327,840 | 24,668 | 8.1% | $2,571.37万 | 加仓 |
| PFE | PFIZER INC | $3.39亿 | 0.19% | 14,060,742 | 1,098,549 | 8.5% | $2,645.31万 | 加仓 |
| APP | APPLOVIN CORP | $3.31亿 | 0.18% | 643,342 | 36,649 | 6.0% | $1,888.27万 | 加仓 |
| CRM | SALESFORCE INC | $3.26亿 | 0.18% | 2,078,620 | -158,269 | -7.1% | -$2,479.44万 | 减仓 |
| PGR | PROGRESSIVE CORP | $3.23亿 | 0.18% | 1,477,250 | 108,064 | 7.9% | $2,360.66万 | 加仓 |
| CVS | CVS HEALTH CORP | $3.23亿 | 0.18% | 3,118,927 | 253,014 | 8.8% | $2,617.43万 | 加仓 |