Sumitomo Mitsui Trust Group, Inc.
CHIYODA-KU, TOKYO M0 · SEC CIK 0001475365
$1,750.59亿2026Q2 申报市值
1,080持仓数
32.2%前十大占比 · 第一大 6.7%
78 / 50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
SPCX 新建仓+$3.89亿
LLY 加仓+$1.44亿
GOOGL 加仓+$1.29亿
GLDM 加仓+$1.16亿
ISRG 加仓+$9,688.48万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$4.20亿
TER 减仓-$2.84亿
AMD 减仓-$2.21亿
HON 减仓-$1.92亿
MU 减仓-$1.85亿
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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $1.44亿 | 0.08% | 853,719 | -8,422 | -1.0% | -$142.37万 | 减仓 |
| TECH | BIO-TECHNE CORP | $1.46亿 | 0.08% | 2,067,324 | 13,030 | 0.6% | $92.06万 | 加仓 |
| PCAR | PACCAR INC | $1.46亿 | 0.08% | 1,216,805 | -113,246 | -8.5% | -$1,360.31万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.46亿 | 0.08% | 3,427,875 | 5,062 | 0.1% | $21.60万 | 加仓 |
| MCO | MOODY'S CORP | $1.49亿 | 0.09% | 329,301 | -15,741 | -4.6% | -$712.94万 | 减仓 |
| AON | AON PLC-CLASS A | $1.50亿 | 0.09% | 453,213 | 5,912 | 1.3% | $196.10万 | 加仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $1.51亿 | 0.09% | 514,900 | -25,157 | -4.7% | -$737.55万 | 减仓 |
| CTVA | CORTEVA INC | $1.51亿 | 0.09% | 1,785,268 | -81,769 | -4.4% | -$692.50万 | 减仓 |
| TGT | TARGET CORP | $1.52亿 | 0.09% | 1,160,377 | -71,857 | -5.8% | -$938.52万 | 减仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $1.53亿 | 0.09% | 110,819 | -3,645 | -3.2% | -$503.87万 | 减仓 |
| CW | CURTISS-WRIGHT CORP | $1.53亿 | 0.09% | 202,262 | -1,225 | -0.6% | -$92.83万 | 减仓 |
| URI | UNITED RENTALS INC | $1.54亿 | 0.09% | 136,097 | -7,789 | -5.4% | -$882.41万 | 减仓 |
| LITE | LUMENTUM HOLDINGS INC | $1.55亿 | 0.09% | 180,254 | 39,279 | 27.9% | $3,370.37万 | 加仓 |
| ALAB | ASTERA LABS INC | $1.56亿 | 0.09% | 322,919 | 29,066 | 9.9% | $1,403.95万 | 加仓 |
| NSC | NORFOLK SOUTHERN CORP | $1.57亿 | 0.09% | 498,289 | -5,753 | -1.1% | -$180.98万 | 减仓 |
| ECL | ECOLAB INC | $1.57亿 | 0.09% | 563,279 | -8,768 | -1.5% | -$244.29万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $1.57亿 | 0.09% | 308,757 | -3,358 | -1.1% | -$171.03万 | 减仓 |
| RKLB | ROCKET LAB CORP | $1.58亿 | 0.09% | 1,557,127 | 39,826 | 2.6% | $404.83万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.59亿 | 0.09% | 383,180 | -1,510 | -0.4% | -$62.71万 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $1.60亿 | 0.09% | 1,362,115 | 11,787 | 0.9% | $138.29万 | 加仓 |
| CGNX | COGNEX CORP | $1.60亿 | 0.09% | 2,215,361 | 805,210 | 57.1% | $5,831.33万 | 加仓 |
| IQV | IQVIA HOLDINGS INC | $1.61亿 | 0.09% | 831,826 | -394,025 | -32.1% | -$7,613.35万 | 减仓 |
| TXG | 10X GENOMICS INC-CLASS A | $1.61亿 | 0.09% | 4,194,627 | -915,587 | -17.9% | -$3,510.36万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORP-CL A | $1.61亿 | 0.09% | 611,363 | -67,827 | -10.0% | -$1,785.61万 | 减仓 |
| MPC | MARATHON PETROLEUM CORP | $1.62亿 | 0.09% | 632,538 | -11,277 | -1.8% | -$288.32万 | 减仓 |
| HLT | HILTON WORLDWIDE HOLDINGS IN | $1.62亿 | 0.09% | 490,435 | -7,342 | -1.5% | -$242.62万 | 减仓 |
| GM | GENERAL MOTORS CO | $1.63亿 | 0.09% | 2,110,263 | -54,807 | -2.5% | -$422.45万 | 减仓 |
| FDX | FEDEX CORP | $1.64亿 | 0.09% | 524,887 | -25,608 | -4.7% | -$801.86万 | 减仓 |
| ROST | ROSS STORES INC | $1.64亿 | 0.09% | 772,326 | 33,026 | 4.5% | $702.96万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1.66亿 | 0.10% | 639,115 | -12,325 | -1.9% | -$320.99万 | 减仓 |
| CRH | CRH PLC | $1.67亿 | 0.10% | 1,557,331 | 13,048 | 0.8% | $139.61万 | 加仓 |
| ILMN | ILLUMINA INC | $1.67亿 | 0.10% | 950,071 | -85,832 | -8.3% | -$1,509.18万 | 减仓 |
| ITW | ILLINOIS TOOL WORKS | $1.67亿 | 0.10% | 618,983 | -9,835 | -1.6% | -$266.01万 | 减仓 |
| CL | COLGATE-PALMOLIVE CO | $1.68亿 | 0.10% | 1,829,308 | 14,515 | 0.8% | $133.07万 | 加仓 |
| FIX | COMFORT SYSTEMS USA INC | $1.69亿 | 0.10% | 85,034 | 2,861 | 3.5% | $567.04万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1.71亿 | 0.10% | 1,706,135 | -20,976 | -1.2% | -$209.91万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.71亿 | 0.10% | 589,174 | 7,986 | 1.4% | $232.07万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP | $1.72亿 | 0.10% | 1,790,960 | -126,988 | -6.6% | -$1,220.61万 | 减仓 |
| CRWV | COREWEAVE INC-CL A | $1.73亿 | 0.10% | 1,733,781 | 106,911 | 6.6% | $1,064.19万 | 加仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $1.74亿 | 0.10% | 549,322 | 4,709 | 0.9% | $149.52万 | 加仓 |
| NTRA | NATERA INC | $1.75亿 | 0.10% | 643,643 | -48,725 | -7.0% | -$1,322.64万 | 减仓 |
| DLR | DIGITAL REALTY TRUST INC | $1.75亿 | 0.10% | 975,829 | -29,049 | -2.9% | -$521.66万 | 减仓 |
| CIEN | CIENA CORP | $1.75亿 | 0.10% | 357,440 | 35,615 | 11.1% | $1,747.13万 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC-A | $1.75亿 | 0.10% | 3,031,848 | -307,631 | -9.2% | -$1,779.34万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.76亿 | 0.10% | 282,199 | 8,530 | 3.1% | $531.88万 | 加仓 |
| SLB | SLB LTD | $1.78亿 | 0.10% | 3,826,613 | -60,935 | -1.6% | -$283.29万 | 减仓 |
| O | REALTY INCOME CORP | $1.79亿 | 0.10% | 2,890,238 | -78,050 | -2.6% | -$483.60万 | 减仓 |
| BE | BLOOM ENERGY CORP- A | $1.80亿 | 0.10% | 593,063 | 75,777 | 14.6% | $2,293.77万 | 加仓 |
| INTU | INTUIT INC | $1.82亿 | 0.10% | 697,416 | 26,169 | 3.9% | $683.01万 | 加仓 |
| VTR | VENTAS INC | $1.82亿 | 0.10% | 2,051,159 | -224,728 | -9.9% | -$1,995.58万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS | $1.83亿 | 0.10% | 1,100,656 | 6,459 | 0.6% | $107.65万 | 加仓 |
| ABNB | AIRBNB INC-CLASS A | $1.84亿 | 0.11% | 1,285,830 | -13,094 | -1.0% | -$187.38万 | 减仓 |
| BX | BLACKSTONE INC | $1.85亿 | 0.11% | 1,575,095 | -38,399 | -2.4% | -$451.84万 | 减仓 |
| CEG | CONSTELLATION ENERGY | $1.86亿 | 0.11% | 747,179 | 21,896 | 3.0% | $543.83万 | 加仓 |
| ACN | ACCENTURE PLC-CL A | $1.87亿 | 0.11% | 1,500,097 | 120,058 | 8.7% | $1,494.00万 | 加仓 |
| ORLY | O'REILLY AUTOMOTIVE INC | $1.87亿 | 0.11% | 2,033,477 | 115 | 0.0% | $1.06万 | 加仓 |
| MAR | MARRIOTT INTERNATIONAL -CL A | $1.88亿 | 0.11% | 507,888 | -15,698 | -3.0% | -$581.75万 | 减仓 |
| AEP | AMERICAN ELECTRIC POWER | $1.90亿 | 0.11% | 1,388,960 | 22,192 | 1.6% | $303.61万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1.90亿 | 0.11% | 1,162,978 | -57,600 | -4.7% | -$942.16万 | 减仓 |
| TOST | TOAST INC-CLASS A | $1.91亿 | 0.11% | 6,861,646 | 2,013 | 0.0% | $5.60万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.91亿 | 0.11% | 1,309,521 | 5,652 | 0.4% | $82.58万 | 加仓 |
| EOG | EOG RESOURCES INC | $1.94亿 | 0.11% | 1,494,726 | 121,240 | 8.8% | $1,572.85万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1.98亿 | 0.11% | 557,713 | -15,677 | -2.7% | -$555.34万 | 减仓 |
| WMB | WILLIAMS COS INC | $1.98亿 | 0.11% | 2,659,566 | -6,511 | -0.2% | -$48.40万 | 减仓 |
| CME | CME GROUP INC | $1.98亿 | 0.11% | 896,534 | 9,420 | 1.1% | $208.02万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $1.99亿 | 0.11% | 892,621 | -2,548 | -0.3% | -$56.79万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $2.00亿 | 0.11% | 3,185,726 | 267,962 | 9.2% | $1,678.25万 | 加仓 |
| UPS | UNITED PARCEL SERVICE-CL B | $2.01亿 | 0.12% | 1,873,090 | 92,393 | 5.2% | $993.22万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $2.03亿 | 0.12% | 3,228,658 | -155,894 | -4.6% | -$980.42万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2.04亿 | 0.12% | 273,030 | 32,497 | 13.5% | $2,433.67万 | 加仓 |
| XYZ | BLOCK INC | $2.05亿 | 0.12% | 2,700,336 | 75,802 | 2.9% | $576.10万 | 加仓 |
| SNOW | SNOWFLAKE INC | $2.06亿 | 0.12% | 807,987 | 99,663 | 14.1% | $2,536.42万 | 加仓 |
| MCK | MCKESSON CORP | $2.08亿 | 0.12% | 275,410 | -5,709 | -2.0% | -$431.37万 | 减仓 |
| HON | HONEYWELL INTERNATIONAL INC | $2.09亿 | 0.12% | 932,853 | -859,086 | -47.9% | -$1.92亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | $2.09亿 | 0.12% | 437,543 | 61,676 | 16.4% | $2,945.46万 | 加仓 |
| ADSK | AUTODESK INC | $2.10亿 | 0.12% | 1,080,436 | 47,993 | 4.6% | $933.08万 | 加仓 |
| CI | THE CIGNA GROUP | $2.10亿 | 0.12% | 762,331 | 2,801 | 0.4% | $77.22万 | 加仓 |
| CSX | CSX CORP | $2.11亿 | 0.12% | 4,447,672 | -91,316 | -2.0% | -$434.02万 | 减仓 |
| DASH | DOORDASH INC - A | $2.12亿 | 0.12% | 1,150,747 | 7,955 | 0.7% | $146.79万 | 加仓 |
| BNY | BANK OF NEW YORK MELLON CORP | $2.13亿 | 0.12% | 1,469,642 | -8,724 | -0.6% | -$126.16万 | 减仓 |
| ADBE | ADOBE INC | $2.14亿 | 0.12% | 1,044,546 | -25,339 | -2.4% | -$519.50万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $2.15亿 | 0.12% | 467,645 | -32,211 | -6.4% | -$1,478.90万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $2.16亿 | 0.12% | 711,937 | -91,993 | -11.4% | -$2,787.11万 | 减仓 |
| USB | US BANCORP | $2.16亿 | 0.12% | 3,575,730 | 177,385 | 5.2% | $1,071.41万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $2.17亿 | 0.12% | 970,231 | 12,834 | 1.3% | $287.42万 | 加仓 |
| TMUS | T-MOBILE US INC | $2.19亿 | 0.13% | 1,306,802 | -16,368 | -1.2% | -$274.54万 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $2.21亿 | 0.13% | 571,339 | -31,581 | -5.2% | -$1,221.33万 | 减仓 |
| PNC | PNC FINANCIAL SERVICES GROUP | $2.22亿 | 0.13% | 900,026 | 16,439 | 1.9% | $404.76万 | 加仓 |
| DUK | DUKE ENERGY CORP | $2.22亿 | 0.13% | 1,756,974 | -1,112 | -0.1% | -$14.08万 | 减仓 |
| TRMB | TRIMBLE INC | $2.28亿 | 0.13% | 4,448,468 | 691,865 | 18.4% | $3,540.97万 | 加仓 |
| NOW | SERVICENOW INC | $2.28亿 | 0.13% | 2,295,080 | -183,417 | -7.4% | -$1,820.96万 | 减仓 |
| DDOG | DATADOG INC - CLASS A | $2.29亿 | 0.13% | 878,522 | 4,425 | 0.5% | $115.21万 | 加仓 |
| MMM | 3M CO | $2.30亿 | 0.13% | 1,418,049 | -12,152 | -0.8% | -$196.75万 | 减仓 |
| FTNT | FORTINET INC | $2.31亿 | 0.13% | 1,505,056 | -26,972 | -1.8% | -$414.34万 | 减仓 |
| SYK | STRYKER CORP | $2.33亿 | 0.13% | 741,205 | -33,071 | -4.3% | -$1,041.21万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $2.35亿 | 0.13% | 3,114,126 | -499,994 | -13.8% | -$3,775.45万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $2.35亿 | 0.13% | 875,419 | 36,826 | 4.4% | $990.10万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.37亿 | 0.14% | 1,923,597 | 54,640 | 2.9% | $672.67万 | 加仓 |
| TEM | TEMPUS AI INC-CL A | $2.37亿 | 0.14% | 4,089,029 | -237,284 | -5.5% | -$1,374.59万 | 减仓 |
| MO | ALTRIA GROUP INC | $2.38亿 | 0.14% | 3,301,598 | -32,384 | -1.0% | -$233.00万 | 减仓 |