Sumitomo Mitsui Trust Group, Inc.
CHIYODA-KU, TOKYO M0 · SEC CIK 0001475365
$1,544.74亿2026Q1 申报市值
1,047持仓数
31.6%前十大占比 · 第一大 6.8%
50 / 51新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IAUM 加仓+$2.29亿
COHR 加仓+$1.79亿
USFD 加仓+$1.13亿
LITE 新建仓+$9,907.16万
NU 加仓+$8,850.91万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$5.02亿
NVDA 减仓-$4.56亿
MSFT 减仓-$3.46亿
AMZN 减仓-$2.65亿
IAU 减仓-$2.64亿
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 |
|---|---|---|---|---|---|---|---|---|
| CG | CARLYLE GROUP INC/THE | $2,340.59万 | 0.02% | 483,692 | -23,848 | -4.7% | -$115.40万 | 减仓 |
| GEN | GEN DIGITAL INC | $2,363.72万 | 0.02% | 1,255,294 | -131,788 | -9.5% | -$248.16万 | 减仓 |
| EQH | EQUITABLE HOLDINGS INC | $2,364.19万 | 0.02% | 637,076 | -37,217 | -5.5% | -$138.11万 | 减仓 |
| RPM | RPM INTERNATIONAL INC | $2,372.58万 | 0.02% | 238,690 | -6,011 | -2.5% | -$59.75万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH | $2,382.32万 | 0.02% | 166,771 | -7,305 | -4.2% | -$104.35万 | 减仓 |
| PNFP | PINNACLE FINANCIAL PARTNERS | $2,392.96万 | 0.02% | 277,799 | 277,799 | — | $2,392.96万 | 新建仓 |
| AFRM | AFFIRM HOLDINGS INC | $2,420.94万 | 0.02% | 528,358 | 138 | 0.0% | $6,323 | 加仓 |
| MAS | MASCO CORP | $2,432.12万 | 0.02% | 402,869 | -69,786 | -14.8% | -$421.30万 | 减仓 |
| U | UNITY SOFTWARE INC | $2,438.52万 | 0.02% | 1,111,451 | -760,882 | -40.6% | -$1,669.38万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC-A | $2,476.07万 | 0.02% | 1,645,230 | -188,576 | -10.3% | -$283.81万 | 减仓 |
| RKT | ROCKET COS INC-CLASS A | $2,482.94万 | 0.02% | 1,742,414 | -29,616 | -1.7% | -$42.20万 | 减仓 |
| Z | ZILLOW GROUP INC - C | $2,526.62万 | 0.02% | 610,589 | -165,549 | -21.3% | -$685.04万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $2,529.46万 | 0.02% | 1,973,061 | -219,400 | -10.0% | -$281.27万 | 减仓 |
| WSO | WATSCO INC | $2,544.09万 | 0.02% | 69,933 | 3,253 | 4.9% | $118.34万 | 加仓 |
| ESRT | EMPIRE STATE REALTY TRUST-A | $2,550.94万 | 0.02% | 4,905,653 | 1,750,544 | 55.5% | $910.28万 | 加仓 |
| CDNA | CAREDX INC | $2,560.82万 | 0.02% | 1,475,126 | 28,510 | 2.0% | $49.49万 | 加仓 |
| SNDK | SANDISK CORP | $2,569.06万 | 0.02% | 40,436 | 23,167 | 134.2% | $1,471.89万 | 加仓 |
| AUR | AURORA INNOVATION INC | $2,587.51万 | 0.02% | 6,280,359 | -158,786 | -2.5% | -$65.42万 | 减仓 |
| JKHY | JACK HENRY & ASSOCIATES INC | $2,602.89万 | 0.02% | 164,698 | -10,449 | -6.0% | -$165.14万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $2,635.20万 | 0.02% | 270,972 | 265,474 | 4,828.6% | $2,581.73万 | 加仓 |
| ALLE | ALLEGION PLC | $2,698.17万 | 0.02% | 185,709 | -17,145 | -8.5% | -$249.10万 | 减仓 |
| GGG | GRACO INC | $2,719.51万 | 0.02% | 321,265 | -8,103 | -2.5% | -$68.59万 | 减仓 |
| TRU | TRANSUNION | $2,724.83万 | 0.02% | 393,818 | -27,641 | -6.6% | -$191.25万 | 减仓 |
| GLD | SPDR GOLD SHARES | $2,760.61万 | 0.02% | 64,157 | -31,928 | -33.2% | -$1,373.83万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $2,766.67万 | 0.02% | 1,215,051 | -41,733 | -3.3% | -$95.03万 | 减仓 |
| TEAM | ATLASSIAN CORP-CL A | $2,782.29万 | 0.02% | 407,661 | 1,352 | 0.3% | $9.23万 | 加仓 |
| DAL | DELTA AIR LINES INC | $2,788.72万 | 0.02% | 419,483 | -28,938 | -6.5% | -$192.38万 | 减仓 |
| OKTA | OKTA INC | $2,799.87万 | 0.02% | 355,720 | -16,461 | -4.4% | -$129.56万 | 减仓 |
| GDDY | GODADDY INC - CLASS A | $2,807.12万 | 0.02% | 339,557 | -18,997 | -5.3% | -$157.05万 | 减仓 |
| IT | GARTNER INC | $2,808.73万 | 0.02% | 177,386 | -17,363 | -8.9% | -$274.93万 | 减仓 |
| CSL | CARLISLE COS INC | $2,860.29万 | 0.02% | 85,735 | -5,504 | -6.0% | -$183.62万 | 减仓 |
| RDDT | REDDIT INC-CL A | $2,864.69万 | 0.02% | 212,751 | 396 | 0.2% | $5.33万 | 加仓 |
| DKS | DICK'S SPORTING GOODS INC | $2,884.05万 | 0.02% | 145,446 | 9,373 | 6.9% | $185.86万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $2,904.20万 | 0.02% | 220,449 | 17,783 | 8.8% | $234.27万 | 加仓 |
| LII | LENNOX INTERNATIONAL INC | $2,917.89万 | 0.02% | 62,868 | 420 | 0.7% | $19.49万 | 加仓 |
| HUBS | HUBSPOT INC | $2,921.44万 | 0.02% | 119,682 | -5,206 | -4.2% | -$127.08万 | 减仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $2,983.76万 | 0.02% | 643,328 | -11,628 | -1.8% | -$53.93万 | 减仓 |
| FOXA | FOX CORP - CLASS A | $3,016.10万 | 0.02% | 516,456 | -55,689 | -9.7% | -$325.22万 | 减仓 |
| IEX | IDEX CORP | $3,032.74万 | 0.02% | 159,997 | -9,118 | -5.4% | -$172.83万 | 减仓 |
| CLX | CLOROX COMPANY | $3,046.01万 | 0.02% | 293,931 | -18,124 | -5.8% | -$187.82万 | 减仓 |
| YUMC | YUM CHINA HOLDINGS INC | $3,056.05万 | 0.02% | 626,497 | -1,800 | -0.3% | -$8.78万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3,065.72万 | 0.02% | 326,592 | 16,237 | 5.2% | $152.42万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $3,074.59万 | 0.02% | 1,706,211 | 34,937 | 2.1% | $62.96万 | 加仓 |
| FIG | FIGMA INC-CL A | $3,103.11万 | 0.02% | 1,467,887 | 1,262,258 | 613.9% | $2,668.41万 | 加仓 |
| MKC | MCCORMICK & CO-NON VTG SHRS | $3,113.28万 | 0.02% | 617,225 | -3,694 | -0.6% | -$18.63万 | 减仓 |
| COO | COOPER COS INC/THE | $3,139.63万 | 0.02% | 439,109 | 5,868 | 1.4% | $41.96万 | 加仓 |
| EG | EVEREST GROUP LTD | $3,149.59万 | 0.02% | 96,362 | 791 | 0.8% | $25.85万 | 加仓 |
| ALAB | ASTERA LABS INC | $3,220.63万 | 0.02% | 293,853 | 21,402 | 7.9% | $234.57万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $3,220.96万 | 0.02% | 597,802 | -1,232 | -0.2% | -$6.64万 | 减仓 |
| NDSN | NORDSON CORP | $3,233.45万 | 0.02% | 121,531 | 108 | 0.1% | $2.87万 | 加仓 |
| HEI/A | HEICO CORP-CLASS A | $3,257.69万 | 0.02% | 154,327 | -8,718 | -5.3% | -$184.03万 | 减仓 |
| BXP | BXP INC | $3,272.48万 | 0.02% | 630,535 | -28,740 | -4.4% | -$149.16万 | 减仓 |
| AVY | AVERY DENNISON CORP | $3,295.51万 | 0.02% | 190,845 | 7,068 | 3.8% | $122.05万 | 加仓 |
| SSNC | SS&C TECHNOLOGIES HOLDINGS | $3,298.44万 | 0.02% | 488,152 | -22,459 | -4.4% | -$151.76万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING | $3,313.68万 | 0.02% | 475,080 | 1,670 | 0.4% | $11.65万 | 加仓 |
| TW | TRADEWEB MARKETS INC-CLASS A | $3,316.95万 | 0.02% | 281,910 | -11,591 | -3.9% | -$136.38万 | 减仓 |
| FLUT | FLUTTER ENTERTAINMENT PLC-DI | $3,328.09万 | 0.02% | 326,443 | -2,972 | -0.9% | -$30.30万 | 减仓 |
| HEI | HEICO CORP | $3,361.12万 | 0.02% | 122,579 | 3,984 | 3.4% | $109.24万 | 加仓 |
| ZS | ZSCALER INC | $3,367.21万 | 0.02% | 240,018 | -10,942 | -4.4% | -$153.51万 | 减仓 |
| PNR | PENTAIR PLC | $3,369.35万 | 0.02% | 386,793 | -17,195 | -4.3% | -$149.79万 | 减仓 |
| VCYT | VERACYTE INC | $3,400.27万 | 0.02% | 1,055,656 | -202,242 | -16.1% | -$651.42万 | 减仓 |
| ENTG | ENTEGRIS INC | $3,438.49万 | 0.02% | 293,286 | -3,784 | -1.3% | -$44.36万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $3,462.68万 | 0.02% | 417,845 | 417,845 | — | $3,462.68万 | 新建仓 |
| WY | WEYERHAEUSER CO | $3,462.97万 | 0.02% | 1,417,506 | -74,114 | -5.0% | -$181.06万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $3,476.77万 | 0.02% | 101,547 | -6,540 | -6.1% | -$223.92万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $3,479.20万 | 0.02% | 202,150 | -13,037 | -6.1% | -$224.38万 | 减仓 |
| ROL | ROLLINS INC | $3,483.91万 | 0.02% | 652,296 | -33,366 | -4.9% | -$178.21万 | 减仓 |
| PODD | INSULET CORP | $3,492.87万 | 0.02% | 166,454 | 5,450 | 3.4% | $114.36万 | 加仓 |
| NNN | NNN REIT INC | $3,498.90万 | 0.02% | 832,477 | 151,506 | 22.2% | $636.78万 | 加仓 |
| FCNCA | FIRST CITIZENS BCSHS -CL A | $3,550.51万 | 0.02% | 18,839 | -45,365 | -70.7% | -$8,549.76万 | 减仓 |
| APTV | APTIV PLC | $3,550.99万 | 0.02% | 511,376 | -32,275 | -5.9% | -$224.12万 | 减仓 |
| ECHO | ECHOSTAR CORP-A | $3,573.44万 | 0.02% | 305,240 | 38,502 | 14.4% | $450.74万 | 加仓 |
| CNC | CENTENE CORP | $3,580.86万 | 0.02% | 1,093,726 | -25,449 | -2.3% | -$83.32万 | 减仓 |
| CDE | COEUR MINING INC | $3,618.38万 | 0.02% | 1,927,747 | 1,927,747 | — | $3,618.38万 | 新建仓 |
| SDGR | SCHRODINGER INC | $3,624.79万 | 0.02% | 3,190,837 | -1,523,930 | -32.3% | -$1,731.18万 | 减仓 |
| RS | RELIANCE INC | $3,643.64万 | 0.02% | 119,888 | -1,133 | -0.9% | -$34.43万 | 减仓 |
| GPN | GLOBAL PAYMENTS INC | $3,657.29万 | 0.02% | 543,431 | -48,452 | -8.2% | -$326.08万 | 减仓 |
| REG | REGENCY CENTERS CORP | $3,667.17万 | 0.02% | 484,691 | -50,416 | -9.4% | -$381.45万 | 减仓 |
| PINS | PINTEREST INC- CLASS A | $3,672.80万 | 0.02% | 2,002,617 | -1,840,023 | -47.9% | -$3,374.60万 | 减仓 |
| GCMG | GCM GROSVENOR INC - CLASS A | $3,677.91万 | 0.02% | 3,752,965 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $3,691.28万 | 0.02% | 368,796 | -17,187 | -4.5% | -$172.02万 | 减仓 |
| BALL | BALL CORP | $3,708.02万 | 0.02% | 627,308 | -46,213 | -6.9% | -$273.17万 | 减仓 |
| WRB | WR BERKLEY CORP | $3,736.65万 | 0.02% | 563,768 | -153,588 | -21.4% | -$1,017.98万 | 减仓 |
| TXT | TEXTRON INC | $3,738.30万 | 0.02% | 426,942 | -28,411 | -6.2% | -$248.77万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $3,773.07万 | 0.02% | 219,288 | -5,235 | -2.3% | -$90.07万 | 减仓 |
| EL | ESTEE LAUDER COMPANIES-CL A | $3,777.54万 | 0.02% | 526,340 | -2,369 | -0.4% | -$17.00万 | 减仓 |
| JBHT | HUNT (JB) TRANSPRT SVCS INC | $3,784.60万 | 0.02% | 178,603 | -6,311 | -3.4% | -$133.73万 | 减仓 |
| CSGP | COSTAR GROUP INC | $3,848.73万 | 0.02% | 954,074 | -45,610 | -4.6% | -$183.99万 | 减仓 |
| CDW | CDW CORP/DE | $3,893.96万 | 0.03% | 321,762 | -18,342 | -5.4% | -$221.97万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $3,901.40万 | 0.03% | 1,092,828 | -66,932 | -5.8% | -$238.95万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $3,918.11万 | 0.03% | 307,834 | -17,473 | -5.4% | -$222.40万 | 减仓 |
| BBY | BEST BUY CO INC | $3,919.85万 | 0.03% | 610,568 | 34,144 | 5.9% | $219.20万 | 加仓 |
| FUTU | FUTU HOLDINGS LTD-ADR | $3,922.19万 | 0.03% | 286,794 | -9,446 | -3.2% | -$129.18万 | 减仓 |
| BZ | KANZHUN LTD - ADR | $3,925.66万 | 0.03% | 2,931,787 | -201,791 | -6.4% | -$270.20万 | 减仓 |
| TWLO | TWILIO INC - A | $3,926.33万 | 0.03% | 312,059 | -20,221 | -6.1% | -$254.42万 | 减仓 |
| FFIV | F5 INC | $3,935.99万 | 0.03% | 136,038 | -8,173 | -5.7% | -$236.47万 | 减仓 |
| — | HOLOGIC INC | $3,944.87万 | 0.03% | 521,877 | -36,101 | -6.5% | -$272.89万 | 减仓 |
| GPC | GENUINE PARTS CO | $3,951.02万 | 0.03% | 373,619 | -14,166 | -3.7% | -$149.81万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $3,953.13万 | 0.03% | 2,406,046 | 97,710 | 4.2% | $160.54万 | 加仓 |
| ACHR | ARCHER AVIATION INC-A | $3,955.95万 | 0.03% | 7,651,742 | -262,449 | -3.3% | -$135.69万 | 减仓 |