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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $9.55亿 | 0.55% | 3,163,994 | 5,354 | 0.2% | $161.54万 | 加仓 |
| ABBV | ABBVIE INC | $9.93亿 | 0.57% | 3,945,546 | 30,913 | 0.8% | $777.89万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $10.11亿 | 0.58% | 1,080,484 | 30,491 | 2.9% | $2,852.34万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $10.55亿 | 0.60% | 2,538,575 | -75,768 | -2.9% | -$3,149.15万 | 减仓 |
| MA | MASTERCARD INC - A | $10.73亿 | 0.61% | 2,089,732 | -9,722 | -0.5% | -$499.32万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $11.28亿 | 0.64% | 9,600,711 | -686,868 | -6.7% | -$8,067.95万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $11.30亿 | 0.65% | 28,234,927 | 1,400,000 | 5.2% | $5,601.40万 | 加仓 |
| WMT | WALMART INC | $11.87亿 | 0.68% | 10,477,039 | -549,645 | -5.0% | -$6,225.28万 | 减仓 |
| — | EXXON MOBIL CORP | $12.41亿 | 0.71% | 9,079,522 | -272,618 | -2.9% | -$3,727.23万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $13.00亿 | 0.74% | 3,000,953 | -98,360 | -3.2% | -$4,262.23万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $13.62亿 | 0.78% | 1,884,226 | 17,713 | 0.9% | $1,280.65万 | 加仓 |
| CAT | CATERPILLAR INC | $13.93亿 | 0.80% | 1,307,930 | -5,960 | -0.5% | -$634.68万 | 减仓 |
| V | VISA INC-CLASS A SHARES | $14.00亿 | 0.80% | 4,080,445 | -3,112 | -0.1% | -$106.77万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $14.38亿 | 0.82% | 5,660,854 | 194 | 0.0% | $4.93万 | 加仓 |
| INTC | INTEL CORP | $14.80亿 | 0.85% | 10,600,700 | -542,006 | -4.9% | -$7,568.03万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES TRUST | $15.93亿 | 0.91% | 20,057,308 | 1,462,902 | 7.9% | $1.16亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $16.39亿 | 0.94% | 3,276,032 | 22,845 | 0.7% | $1,143.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $19.34亿 | 1.10% | 5,907,580 | -202,969 | -3.3% | -$6,643.78万 | 减仓 |
| LLY | ELI LILLY & CO | $22.74亿 | 1.30% | 1,895,765 | 120,058 | 6.8% | $1.44亿 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $28.40亿 | 1.62% | 4,888,302 | -380,091 | -7.2% | -$2.21亿 | 减仓 |
| META | META PLATFORMS INC-CLASS A | $29.03亿 | 1.66% | 5,153,161 | 76,730 | 1.5% | $4,322.12万 | 加仓 |
| TSLA | TESLA INC | $31.28亿 | 1.79% | 7,437,974 | -23,352 | -0.3% | -$982.19万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $33.76亿 | 1.93% | 2,924,413 | -159,853 | -5.2% | -$1.85亿 | 减仓 |
| GOOG | ALPHABET INC-CL C | $41.13亿 | 2.35% | 11,641,017 | -448,728 | -3.7% | -$1.59亿 | 减仓 |
| AVGO | BROADCOM INC | $42.28亿 | 2.42% | 11,191,795 | 75,463 | 0.7% | $2,850.61万 | 加仓 |
| GOOGL | ALPHABET INC-CL A | $48.54亿 | 2.77% | 13,583,734 | 361,612 | 2.7% | $1.29亿 | 加仓 |
| AMZN | AMAZON.COM INC | $59.49亿 | 3.40% | 24,962,064 | 341,714 | 1.4% | $8,144.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $65.23亿 | 3.73% | 17,488,121 | -199,394 | -1.1% | -$7,437.79万 | 减仓 |
| AAPL | APPLE INC | $96.31亿 | 5.50% | 33,282,687 | 72,884 | 0.2% | $2,108.97万 | 加仓 |
| NVDA | NVIDIA CORP | $117.10亿 | 6.69% | 58,522,212 | -2,100,818 | -3.5% | -$4.20亿 | 减仓 |