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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD SHARES | $1,698.82万 | 0.01% | 46,116 | -18,041 | -28.1% | -$664.59万 | 减仓 |
| HTHT | H WORLD GROUP LTD-ADR | $1,785.38万 | 0.01% | 427,943 | -30,807 | -6.7% | -$128.53万 | 减仓 |
| DPZ | DOMINO'S PIZZA INC | $1,819.97万 | 0.01% | 61,477 | -1,239 | -2.0% | -$36.68万 | 减仓 |
| SCHD | SCHWAB US DVD EQUITY ETF | $1,889.76万 | 0.01% | 595,950 | 114,000 | 23.7% | $361.49万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $1,918.38万 | 0.01% | 675,962 | -1,148,299 | -62.9% | -$3,258.87万 | 减仓 |
| NWSA | NEWS CORP - CLASS A | $1,933.03万 | 0.01% | 778,507 | -107,050 | -12.1% | -$265.81万 | 减仓 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | $1,933.47万 | 0.01% | 201,445 | -333,349 | -62.3% | -$3,199.48万 | 减仓 |
| CNH | CNH INDUSTRIAL NV | $1,942.04万 | 0.01% | 1,729,332 | -349 | -0.0% | -$3,919 | 减仓 |
| MAIN | MAIN STREET CAPITAL CORP | $1,948.14万 | 0.01% | 375,509 | 5,000 | 1.3% | $25.94万 | 加仓 |
| AMRZ | AMRIZE LTD | $1,991.24万 | 0.01% | 373,591 | 32,122 | 9.4% | $171.21万 | 加仓 |
| GBDC | GOLUB CAPITAL BDC INC | $1,999.81万 | 0.01% | 1,552,650 | 38,106 | 2.5% | $49.08万 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS-A | $2,022.79万 | 0.01% | 5,511,687 | 92,466 | 1.7% | $33.94万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORP | $2,037.70万 | 0.01% | 1,874,613 | -29,219 | -1.5% | -$31.76万 | 减仓 |
| IOT | SAMSARA INC-CL A | $2,058.19万 | 0.01% | 634,656 | -1,944 | -0.3% | -$6.30万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH | $2,069.35万 | 0.01% | 157,449 | -9,322 | -5.6% | -$122.52万 | 减仓 |
| TW | TRADEWEB MARKETS INC-CLASS A | $2,126.72万 | 0.01% | 213,398 | -68,512 | -24.3% | -$682.79万 | 减仓 |
| BXSL | BLACKSTONE SECURED LENDING F | $2,137.10万 | 0.01% | 901,348 | 4,800 | 0.5% | $11.38万 | 加仓 |
| GENI | GENIUS SPORTS LTD | $2,137.38万 | 0.01% | 3,527,028 | -382,917 | -9.8% | -$232.05万 | 减仓 |
| CG | CARLYLE GROUP INC/THE | $2,186.53万 | 0.01% | 519,242 | 35,550 | 7.3% | $149.70万 | 加仓 |
| RBRK | RUBRIK INC-A | $2,265.49万 | 0.01% | 282,198 | -29,015 | -9.3% | -$232.93万 | 减仓 |
| KLAR | KLARNA GROUP PLC | $2,287.25万 | 0.01% | 1,130,063 | -68,491 | -5.7% | -$138.63万 | 减仓 |
| BIDU | BAIDU INC - SPON ADR | $2,378.49万 | 0.01% | 208,110 | -359,668 | -63.3% | -$4,110.65万 | 减仓 |
| GGG | GRACO INC | $2,383.13万 | 0.01% | 315,187 | -6,078 | -1.9% | -$45.96万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $2,385.88万 | 0.01% | 983,462 | -197,684 | -16.7% | -$479.58万 | 减仓 |
| FIG | FIGMA INC-CL A | $2,388.12万 | 0.01% | 1,320,133 | -147,754 | -10.1% | -$267.29万 | 减仓 |
| YUMC | YUM CHINA HOLDINGS INC | $2,413.65万 | 0.01% | 590,567 | -35,930 | -5.7% | -$146.85万 | 减仓 |
| PODD | INSULET CORP | $2,435.95万 | 0.01% | 159,997 | -6,457 | -3.9% | -$98.31万 | 减仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $2,459.51万 | 0.01% | 521,524 | -121,804 | -18.9% | -$574.43万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $2,481.10万 | 0.01% | 1,109,617 | 13,189 | 1.2% | $29.49万 | 加仓 |
| JOBY | JOBY AVIATION INC | $2,511.65万 | 0.01% | 2,815,752 | 136,237 | 5.1% | $121.52万 | 加仓 |
| ALLE | ALLEGION PLC | $2,532.43万 | 0.01% | 180,257 | -5,452 | -2.9% | -$76.60万 | 减仓 |
| — | NATIONAL HEALTHCARE PROPERTI | $2,547.96万 | 0.01% | 1,739,224 | 1,739,224 | — | $2,547.96万 | 新建仓 |
| SN | SHARKNINJA INC | $2,569.75万 | 0.01% | 168,763 | 168,763 | — | $2,569.75万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $2,578.76万 | 0.01% | 1,205,030 | -1,201,016 | -49.9% | -$2,570.17万 | 减仓 |
| FOXA | FOX CORP - CLASS A | $2,581.42万 | 0.01% | 494,905 | -21,551 | -4.2% | -$112.41万 | 减仓 |
| RPM | RPM INTERNATIONAL INC | $2,614.25万 | 0.01% | 235,200 | -3,490 | -1.5% | -$38.79万 | 减仓 |
| CSGP | COSTAR GROUP INC | $2,619.94万 | 0.01% | 925,120 | -28,954 | -3.0% | -$82.00万 | 减仓 |
| UAL | UNITED AIRLINES HOLDINGS INC | $2,620.26万 | 0.01% | 192,680 | -4,067 | -2.1% | -$55.31万 | 减仓 |
| RKT | ROCKET COS INC-CLASS A | $2,636.02万 | 0.02% | 1,673,663 | -68,751 | -3.9% | -$108.28万 | 减仓 |
| ROL | ROLLINS INC | $2,649.45万 | 0.02% | 634,752 | -17,544 | -2.7% | -$73.23万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQUIT | $2,649.63万 | 0.02% | 501,350 | -490,001 | -49.4% | -$2,589.66万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC-A | $2,650.33万 | 0.02% | 186,367 | -24,420 | -11.6% | -$347.28万 | 减仓 |
| FUTU | FUTU HOLDINGS LTD-ADR | $2,653.37万 | 0.02% | 283,056 | -3,738 | -1.3% | -$35.04万 | 减仓 |
| XE | X-ENERGY INC | $2,659.59万 | 0.02% | 1,448,579 | 1,448,579 | — | $2,659.59万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $2,675.98万 | 0.02% | 579,341 | -18,461 | -3.1% | -$85.27万 | 减仓 |
| WSO | WATSCO INC | $2,747.54万 | 0.02% | 65,931 | -4,002 | -5.7% | -$166.78万 | 减仓 |
| IALT | ISHRS SYS ALT ACT ETF | $2,768.63万 | 0.02% | 987,034 | 987,034 | — | $2,768.63万 | 新建仓 |
| TEAM | ATLASSIAN CORP-CL A | $2,782.07万 | 0.02% | 357,638 | -50,023 | -12.3% | -$389.13万 | 减仓 |
| TRU | TRANSUNION | $2,799.58万 | 0.02% | 388,076 | -5,742 | -1.5% | -$41.42万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC-A | $2,800.46万 | 0.02% | 1,614,097 | -31,133 | -1.9% | -$54.02万 | 减仓 |
| APTV | APTIV PLC | $2,815.32万 | 0.02% | 458,671 | -52,705 | -10.3% | -$323.50万 | 减仓 |
| FLUT | FLUTTER ENTERTAINMENT PLC-DI | $2,844.36万 | 0.02% | 278,395 | -48,048 | -14.7% | -$490.91万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES | $2,852.54万 | 0.02% | 1,329,856 | -265,514 | -16.6% | -$569.53万 | 减仓 |
| AVY | AVERY DENNISON CORP | $2,869.67万 | 0.02% | 176,758 | -14,087 | -7.4% | -$228.70万 | 减仓 |
| BG | BUNGE GLOBAL SA | $2,873.47万 | 0.02% | 269,228 | -103,724 | -27.8% | -$1,107.05万 | 减仓 |
| U | UNITY SOFTWARE INC | $2,879.72万 | 0.02% | 1,007,599 | -103,852 | -9.3% | -$296.81万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $2,934.16万 | 0.02% | 100,327 | -1,220 | -1.2% | -$35.68万 | 减仓 |
| CLX | CLOROX COMPANY | $2,944.24万 | 0.02% | 308,491 | 14,560 | 5.0% | $138.96万 | 加仓 |
| ZS | ZSCALER INC | $2,976.64万 | 0.02% | 210,885 | -29,133 | -12.1% | -$411.21万 | 减仓 |
| SSNC | SS&C TECHNOLOGIES HOLDINGS | $2,981.14万 | 0.02% | 480,441 | -7,711 | -1.6% | -$47.85万 | 减仓 |
| ARM | ARM HOLDINGS PLC-ADR | $2,981.93万 | 0.02% | 84,100 | -6,673 | -7.4% | -$236.60万 | 减仓 |
| PNR | PENTAIR PLC | $3,008.38万 | 0.02% | 392,432 | 5,639 | 1.5% | $43.23万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $3,029.98万 | 0.02% | 265,369 | -2,750 | -1.0% | -$31.40万 | 减仓 |
| CSL | CARLISLE COS INC | $3,034.44万 | 0.02% | 83,651 | -2,084 | -2.4% | -$75.60万 | 减仓 |
| DKS | DICK'S SPORTING GOODS INC | $3,045.51万 | 0.02% | 134,276 | -11,170 | -7.7% | -$253.35万 | 减仓 |
| GEN | GEN DIGITAL INC | $3,055.11万 | 0.02% | 1,227,444 | -27,850 | -2.2% | -$69.32万 | 减仓 |
| NNN | NNN REIT INC | $3,059.82万 | 0.02% | 657,602 | -174,875 | -21.0% | -$813.69万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $3,131.74万 | 0.02% | 304,141 | 14,598 | 5.0% | $150.32万 | 加仓 |
| CDE | COEUR MINING INC | $3,152.49万 | 0.02% | 1,931,675 | 3,928 | 0.2% | $6.41万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $3,179.83万 | 0.02% | 1,716,046 | 9,835 | 0.6% | $18.22万 | 加仓 |
| COO | COOPER COS INC/THE | $3,187.87万 | 0.02% | 444,550 | 5,441 | 1.2% | $39.02万 | 加仓 |
| WY | WEYERHAEUSER CO | $3,191.32万 | 0.02% | 1,333,051 | -84,455 | -6.0% | -$202.19万 | 减仓 |
| MAS | MASCO CORP | $3,215.95万 | 0.02% | 395,225 | -7,644 | -1.9% | -$62.20万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $3,220.68万 | 0.02% | 587,179 | -204,594 | -25.8% | -$1,122.20万 | 减仓 |
| MDLN | MEDLINE INC-CL A | $3,225.10万 | 0.02% | 817,722 | 791,274 | 2,991.8% | $3,120.78万 | 加仓 |
| ECHO | ECHOSTAR CORP-A | $3,329.26万 | 0.02% | 328,006 | 22,766 | 7.5% | $231.07万 | 加仓 |
| IREN | IREN LTD | $3,339.04万 | 0.02% | 730,163 | 121,109 | 19.9% | $553.83万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $3,340.18万 | 0.02% | 1,138,826 | -76,225 | -6.3% | -$223.57万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $3,342.60万 | 0.02% | 336,650 | -32,146 | -8.7% | -$319.18万 | 减仓 |
| BALL | BALL CORP | $3,357.89万 | 0.02% | 538,123 | -89,185 | -14.2% | -$556.51万 | 减仓 |
| EG | EVEREST GROUP LTD | $3,357.96万 | 0.02% | 94,000 | -2,362 | -2.5% | -$84.38万 | 减仓 |
| LYB | LYONDELLBASELL INDU-CL A | $3,362.37万 | 0.02% | 638,626 | 50,365 | 8.6% | $265.17万 | 加仓 |
| PNFP | PINNACLE FINANCIAL PARTNERS | $3,365.30万 | 0.02% | 333,594 | 55,795 | 20.1% | $562.86万 | 加仓 |
| MKC | MCCORMICK & CO-NON VTG SHRS | $3,383.98万 | 0.02% | 671,158 | 53,933 | 8.7% | $271.93万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $3,387.31万 | 0.02% | 191,959 | -10,191 | -5.0% | -$179.83万 | 减仓 |
| IONQ | IONQ INC | $3,389.36万 | 0.02% | 636,380 | 68,787 | 12.1% | $366.36万 | 加仓 |
| CDNA | CAREDX INC | $3,396.15万 | 0.02% | 1,191,630 | -283,496 | -19.2% | -$807.96万 | 减仓 |
| BR | BROADRIDGE FINANCIAL SOLUTIO | $3,409.10万 | 0.02% | 248,930 | -3,915 | -1.5% | -$53.62万 | 减仓 |
| ASML | ASML HOLDING NV-NY REG SHS | $3,496.84万 | 0.02% | 17,577 | 1,265 | 7.8% | $251.66万 | 加仓 |
| TSN | TYSON FOODS INC-CL A | $3,500.81万 | 0.02% | 611,495 | -32,340 | -5.0% | -$185.15万 | 减仓 |
| LII | LENNOX INTERNATIONAL INC | $3,523.53万 | 0.02% | 61,498 | -1,370 | -2.2% | -$78.49万 | 减仓 |
| FCNCA | FIRST CITIZENS BCSHS -CL A | $3,527.15万 | 0.02% | 16,951 | -1,888 | -10.0% | -$392.85万 | 减仓 |
| NDSN | NORDSON CORP | $3,550.20万 | 0.02% | 117,677 | -3,854 | -3.2% | -$116.27万 | 减仓 |
| ACHR | ARCHER AVIATION INC-A | $3,558.07万 | 0.02% | 7,522,349 | -129,393 | -1.7% | -$61.20万 | 减仓 |
| AUR | AURORA INNOVATION INC | $3,571.43万 | 0.02% | 5,236,701 | -1,043,658 | -16.6% | -$711.77万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING | $3,574.25万 | 0.02% | 431,464 | -43,616 | -9.2% | -$361.31万 | 减仓 |
| IEX | IDEX CORP | $3,609.57万 | 0.02% | 159,047 | -950 | -0.6% | -$21.56万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $3,631.73万 | 0.02% | 215,488 | -4,961 | -2.3% | -$83.61万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $3,681.37万 | 0.02% | 292,172 | -15,662 | -5.1% | -$197.34万 | 减仓 |
| WRB | WR BERKLEY CORP | $3,703.49万 | 0.02% | 525,095 | -38,673 | -6.9% | -$272.76万 | 减仓 |