13F 机构持仓

Sumitomo Mitsui Trust Group, Inc.

CHIYODA-KU, TOKYO M0 · SEC CIK 0001475365

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1,750.59亿2026Q2
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 6.7%
AAPL 5.5%
MSFT 3.7%
AMZN 3.4%
GOOGL 2.8%
AVGO 2.4%
GOOG 2.3%
MU 1.9%
TSLA 1.8%
META 1.7%

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
WK WORKIVA INC $31.53万0.00%6,500 6,500— $31.53万 新建仓
CORT CORCEPT THERAPEUTICS INC $32.07万0.00%3,688 3,688— $32.07万 新建仓
PRI PRIMERICA INC $32.40万0.00%1,140 908.6% $2.56万 加仓
— QORVO INC $32.48万0.00%3,482 431.3% $4,011 加仓
ZETA ZETA GLOBAL HOLDINGS CORP-A $32.79万0.00%16,662 00.0% — 不变
SONO SONOS INC $32.82万0.00%24,260 24,260— $32.82万 新建仓
EIDO ISHARES MSCI INDONESIA ETF $32.95万0.00%29,130 -2,000-6.4% -$2.26万 减仓
NICE NICE LTD - SPON ADR $32.95万0.00%3,627 00.0% — 不变
— ISHARES MSCI KUWAIT ETF $33.26万0.00%9,123 00.0% — 不变
ITRN ITURAN LOCATION AND CONTROL $33.74万0.00%5,530 5,530— $33.74万 新建仓
LAND GLADSTONE LAND CORP $33.74万0.00%39,555 8812.3% $7,515 加仓
GLXY GALAXY DIGITAL INC-A $33.90万0.00%12,400 12,400— $33.90万 新建仓
LAB STANDARD BIOTOOLS INC $33.92万0.00%412,288 -30,496-6.9% -$2.51万 减仓
SPXC SPX TECHNOLOGIES INC $34.18万0.00%1,394 28725.9% $7.04万 加仓
— ISHARES MSCI QATAR ETF $34.98万0.00%19,433 00.0% — 不变
ZWS ZURN ELKAY WATER SOLUTIONS C $35.37万0.00%7,000 00.0% — 不变
TAP MOLSON COORS BEVERAGE CO - B $35.57万0.00%9,129 -759-7.7% -$2.96万 减仓
EAT BRINKER INTERNATIONAL INC $36.96万0.00%2,200 70046.7% $11.76万 加仓
ASX ASE TECHNOLOGY HOLDING -ADR $37.27万0.00%8,260 8,260— $37.27万 新建仓
CRUS CIRRUS LOGIC INC $37.28万0.00%2,510 2008.7% $2.97万 加仓
SCHH SCHWAB US REIT ETF $37.41万0.00%15,797 5,01146.5% $11.87万 加仓
QNT QUANTINUUM INC-A $37.82万0.00%4,627 4,627— $37.82万 新建仓
ZG ZILLOW GROUP INC - A $38.33万0.00%12,219 00.0% — 不变
LEA LEAR CORP $38.78万0.00%2,893 2,893— $38.78万 新建仓
AXSM AXSOME THERAPEUTICS INC $39.16万0.00%1,600 -430-21.2% -$10.53万 减仓
AXS AXIS CAPITAL HOLDINGS LTD $39.75万0.00%3,700 00.0% — 不变
CSTM CONSTELLIUM SE $39.84万0.00%12,500 12,500— $39.84万 新建仓
MOD MODINE MANUFACTURING CO $39.84万0.00%1,492 1,492— $39.84万 新建仓
ARWR ARROWHEAD PHARMACEUTICALS IN $40.89万0.00%5,016 5,016— $40.89万 新建仓
PATH UIPATH INC - CLASS A $41.17万0.00%37,871 00.0% — 不变
FPI FARMLAND PARTNERS INC $41.34万0.00%42,706 -1,751-3.9% -$1.69万 减仓
HCC WARRIOR MET COAL INC $42.20万0.00%5,200 5,200— $42.20万 新建仓
WPM WHEATON PRECIOUS METALS CORP $42.37万0.00%3,772 -7,080-65.2% -$79.52万 减仓
PCVX VAXCYTE INC $42.46万0.00%7,304 -27-0.4% -$1,570 减仓
S SENTINELONE INC -CLASS A $42.70万0.00%25,162 00.0% — 不变
CLH CLEAN HARBORS INC $43.11万0.00%1,443 28324.4% $8.45万 加仓
PDS PRECISION DRILLING CORP $43.35万0.00%5,655 -516-8.4% -$3.96万 减仓
DVA DAVITA INC $43.94万0.00%1,975 20611.6% $4.58万 加仓
CHCT COMMUNITY HEALTHCARE TRUST I $44.44万0.00%24,308 -1,179-4.6% -$2.16万 减仓
WYNN WYNN RESORTS LTD $45.29万0.00%4,665 -25-0.5% -$2,427 减仓
HSIC HENRY SCHEIN INC $45.59万0.00%5,458 -264-4.6% -$2.20万 减仓
XRN CHIRON REAL ESTATE INC $45.83万0.00%12,214 -571-4.5% -$2.14万 减仓
BPOP POPULAR INC $45.97万0.00%2,800 00.0% — 不变
GTX GARRETT MOTION INC $46.37万0.00%12,800 00.0% — 不变
SUPN INDIVIOR PHARMACEUTICALS INC $46.40万0.00%11,310 -4,110-26.7% -$16.86万 减仓
GMED GLOBUS MEDICAL INC - A $46.42万0.00%5,875 5,875— $46.42万 新建仓
OLP ONE LIBERTY PROPERTIES INC $46.49万0.00%19,039 00.0% — 不变
MLPA GLOBAL X MLP ETF $47.77万0.00%9,000 9,000— $47.77万 新建仓
ARLP ALLIANCE RESOURCE PARTNERS $47.96万0.00%20,000 00.0% — 不变
AX AXOS FINANCIAL INC $48.70万0.00%5,000 5,000— $48.70万 新建仓
LECO LINCOLN ELECTRIC HOLDINGS $49.28万0.00%1,856 1,856— $49.28万 新建仓
TTAN SERVICETITAN INC-A $49.28万0.00%6,970 3,677111.7% $26.00万 加仓
SLM SLM CORP $49.55万0.00%19,100 19,100— $49.55万 新建仓
VNM VANECK VIETNAM ETF $49.71万0.00%26,916 00.0% — 不变
NMIH NMI HOLDINGS INC $50.44万0.00%12,276 2,57626.6% $10.58万 加仓
DT DYNATRACE INC $50.50万0.00%11,500 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HOLDIN $51.21万0.00%24,259 -1,127-4.4% -$2.38万 减仓
LQD ISHR IBX USD INVGD CB ETF-UI $51.30万0.00%4,703 -364-7.2% -$3.97万 减仓
REM ISHARES MORTGAGE REAL ESTATE $51.58万0.00%23,391 -1,830-7.3% -$4.04万 减仓
BLDR BUILDERS FIRSTSOURCE INC $51.65万0.00%5,772 -204,221-97.3% -$1,827.37万 减仓
FVR FRONTVIEW REIT INC $52.79万0.00%26,094 00.0% — 不变
VGNT VERSIGENT PLC $53.61万0.00%12,761 12,761— $53.61万 新建仓
UMBF UMB FINANCIAL CORP $53.66万0.00%3,759 1093.0% $1.56万 加仓
BDN BRANDYWINE REALTY TRUST $53.75万0.00%169,570 -8,544-4.8% -$2.71万 减仓
REMX VANECK RAR EARTH ND STG-USDI $54.87万0.00%6,200 1,50031.9% $13.28万 加仓
NTES NETEASE INC-ADR $55.13万0.00%4,302 00.0% — 不变
BATRK ATLANTA BRAVES HOLDINGS IN-C $55.73万0.00%10,738 7017.0% $3.64万 加仓
UHT UNIVERSAL HEALTH RLTY INCOME $56.22万0.00%12,817 00.0% — 不变
RMBS RAMBUS INC $56.44万0.00%4,252 -3,000-41.4% -$39.82万 减仓
BFS SAUL CENTERS INC $57.01万0.00%15,247 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL $57.37万0.00%12,000 -242-2.0% -$1.16万 减仓
IBIT ISHARES BITCOIN TRUST ETF $57.58万0.00%17,297 17,297— $57.58万 新建仓
AHRT AH REALTY TRUST INC $58.19万0.00%82,187 -4,200-4.9% -$2.97万 减仓
— SP FUNDS S&P GLOBAL TECH ETF $58.22万0.00%11,930 11,930— $58.22万 新建仓
AXIAY AXIA ENERGIA-ADR $60.30万0.00%57,100 -15,200-21.0% -$16.05万 减仓
LSCC LATTICE SEMICONDUCTOR CORP $60.50万0.00%3,955 -158-3.8% -$2.42万 减仓
BAX BAXTER INTERNATIONAL INC $60.76万0.00%28,498 -819-2.8% -$1.75万 减仓
AS AMER SPORTS INC $60.85万0.00%17,981 17,981— $60.85万 新建仓
FWONA LIBERTY MEDIA CORP-FORMULA-A $60.88万0.00%6,955 00.0% — 不变
XME SS SPDR S&P METALS MINING $60.95万0.00%5,700 -1,500-20.8% -$16.04万 减仓
ET ENERGY TRANSFER LP $61.18万0.00%32,000 -56,000-63.6% -$107.07万 减仓
CRL CHARLES RIVER LABORATORIES $61.21万0.00%2,699 -149-5.2% -$3.38万 减仓
HII HUNTINGTON INGALLS INDUSTRIE $61.21万0.00%2,187 -5,564-71.8% -$155.73万 减仓
STEP STEPSTONE GROUP INC-CLASS A $61.48万0.00%14,864 00.0% — 不变
AES AES CORP $61.52万0.00%41,966 2,8097.2% $4.12万 加仓
NXRT NEXPOINT RESIDENTIAL $61.78万0.00%22,127 -979-4.2% -$2.73万 减仓
NXT NEXTPOWER INC-CL A $63.01万0.00%5,289 1,93657.7% $23.07万 加仓
GIL GILDAN ACTIVEWEAR INC $63.06万0.00%12,220 -41-0.3% -$2,116 减仓
AR ANTERO RESOURCES CORP $63.25万0.00%18,000 5,60045.2% $19.68万 加仓
CTO CTO REALTY GROWTH INC $63.37万0.00%29,463 -43-0.1% -$925 减仓
EWM ISHARES MSCI MALAYSIA ETF $63.45万0.00%23,543 2,50011.9% $6.74万 加仓
IVZ INVESCO LTD $63.79万0.00%24,173 -1,653-6.4% -$4.36万 减仓
ILPT INDUSTRIAL LOGISTICS PROPERT $63.89万0.00%72,028 14,47625.2% $12.84万 加仓
HAS HASBRO INC $64.78万0.00%7,843 -9,753-55.4% -$80.55万 减仓
THD ISHARES MSCI THAILAND ETF $65.06万0.00%8,997 00.0% — 不变
NVMI NOVA LTD $65.21万0.00%1,201 776.9% $4.18万 加仓
GENB GENERATE BIOMEDICINES INC $65.23万0.00%38,665 -1,679-4.2% -$2.83万 减仓
CLDT CHATHAM LODGING TRUST $66.32万0.00%50,128 -3,165-5.9% -$4.19万 减仓
GOOD GLADSTONE COMMERCIAL CORP $66.43万0.00%54,009 00.0% — 不变
UI UBIQUITI INC $66.59万0.00%1,247 635.3% $3.36万 加仓