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 |
|---|---|---|---|---|---|---|---|---|
| ESRT | EMPIRE STATE REALTY TRUST-A | $3,736.11万 | 0.02% | 6,905,936 | 2,000,283 | 40.8% | $1,082.15万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $3,758.33万 | 0.02% | 277,081 | -618,892 | -69.1% | -$8,394.65万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $3,811.73万 | 0.02% | 218,738 | -550 | -0.3% | -$9.58万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $3,826.98万 | 0.02% | 444,533 | -32,301 | -6.8% | -$278.08万 | 减仓 |
| TXT | TEXTRON INC | $3,846.39万 | 0.02% | 419,316 | -7,626 | -1.8% | -$69.95万 | 减仓 |
| GPN | GLOBAL PAYMENTS INC | $3,901.20万 | 0.02% | 537,652 | -5,779 | -1.1% | -$41.93万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC-A | $3,913.17万 | 0.02% | 281,341 | -25,112 | -8.2% | -$349.28万 | 减仓 |
| FDXF | FEDEX FREIGHT HOLDING CO | $3,939.91万 | 0.02% | 260,921 | 260,921 | — | $3,939.91万 | 新建仓 |
| HEI/A | HEICO CORP-CLASS A | $3,954.12万 | 0.02% | 153,314 | -1,013 | -0.7% | -$26.13万 | 减仓 |
| GIS | GENERAL MILLS INC | $3,957.65万 | 0.02% | 1,137,257 | -318,511 | -21.9% | -$1,108.42万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $3,978.62万 | 0.02% | 238,684 | -7,599 | -3.1% | -$126.67万 | 减仓 |
| TSCO | TRACTOR SUPPLY COMPANY | $4,034.37万 | 0.02% | 1,276,294 | 124,829 | 10.8% | $394.58万 | 加仓 |
| DAL | DELTA AIR LINES INC | $4,036.23万 | 0.02% | 430,945 | 11,462 | 2.7% | $107.35万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $4,041.57万 | 0.02% | 244,840 | 19,564 | 8.7% | $322.94万 | 加仓 |
| FN | FABRINET | $4,054.11万 | 0.02% | 72,127 | 69,221 | 2,382.0% | $3,890.77万 | 加仓 |
| BXP | BXP INC | $4,055.18万 | 0.02% | 611,549 | -18,986 | -3.0% | -$125.90万 | 减仓 |
| EL | ESTEE LAUDER COMPANIES-CL A | $4,115.73万 | 0.02% | 521,309 | -5,031 | -1.0% | -$39.72万 | 减仓 |
| DOW | DOW INC | $4,139.14万 | 0.02% | 1,512,845 | -1,542 | -0.1% | -$4.22万 | 减仓 |
| FTV | FORTIVE CORP | $4,161.45万 | 0.02% | 681,200 | -90,136 | -11.7% | -$550.64万 | 减仓 |
| IFF | INTL FLAVORS & FRAGRANCES | $4,170.32万 | 0.02% | 526,423 | -43,684 | -7.7% | -$346.06万 | 减仓 |
| RDDT | REDDIT INC-CL A | $4,176.21万 | 0.02% | 240,593 | 27,842 | 13.1% | $483.28万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $4,183.92万 | 0.02% | 806,927 | -75,724 | -8.6% | -$392.63万 | 减仓 |
| RS | RELIANCE INC | $4,191.61万 | 0.02% | 112,195 | -7,693 | -6.4% | -$287.41万 | 减仓 |
| AFRM | AFFIRM HOLDINGS INC | $4,202.26万 | 0.02% | 515,298 | -13,060 | -2.5% | -$106.50万 | 减仓 |
| CF | CF INDUSTRIES HOLDINGS INC | $4,207.47万 | 0.02% | 388,645 | -53,626 | -12.1% | -$580.56万 | 减仓 |
| CCJ | CAMECO CORP | $4,267.56万 | 0.02% | 418,963 | -116,780 | -21.8% | -$1,189.52万 | 减仓 |
| IGSB | ISHARES 1-5Y INV GRADE CORP | $4,271.41万 | 0.02% | 815,000 | -172,000 | -17.4% | -$901.45万 | 减仓 |
| BURL | BURLINGTON STORES INC | $4,277.43万 | 0.02% | 135,020 | 887 | 0.7% | $28.10万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $4,300.82万 | 0.02% | 563,746 | -146 | -0.0% | -$1.11万 | 减仓 |
| KEY | KEYCORP | $4,383.23万 | 0.03% | 1,901,620 | -120,333 | -6.0% | -$277.37万 | 减仓 |
| STE | STERIS PLC | $4,383.37万 | 0.03% | 208,167 | -530 | -0.3% | -$11.16万 | 减仓 |
| HEI | HEICO CORP | $4,385.91万 | 0.03% | 123,134 | 555 | 0.5% | $19.77万 | 加仓 |
| EFX | EQUIFAX INC | $4,392.24万 | 0.03% | 276,729 | 12,920 | 4.9% | $205.07万 | 加仓 |
| SDGR | SCHRODINGER INC | $4,397.48万 | 0.03% | 2,706,143 | -484,694 | -15.2% | -$787.63万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $4,407.33万 | 0.03% | 1,156,779 | 63,951 | 5.9% | $243.65万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC-CL A | $4,418.22万 | 0.03% | 59 | 2 | 3.5% | $149.77万 | 加仓 |
| WPC | WP CAREY INC | $4,439.72万 | 0.03% | 620,940 | -15,191 | -2.4% | -$108.62万 | 减仓 |
| INCY | INCYTE CORP | $4,463.41万 | 0.03% | 393,738 | -28,689 | -6.8% | -$325.22万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $4,472.09万 | 0.03% | 2,132,614 | -478,333 | -18.3% | -$1,003.06万 | 减仓 |
| BBY | BEST BUY CO INC | $4,472.40万 | 0.03% | 589,404 | -21,164 | -3.5% | -$160.59万 | 减仓 |
| XPO | XPO INC | $4,478.57万 | 0.03% | 218,158 | 218,158 | — | $4,478.57万 | 新建仓 |
| GPC | GENUINE PARTS CO | $4,495.90万 | 0.03% | 381,073 | 7,454 | 2.0% | $87.94万 | 加仓 |
| EVRG | EVERGY INC | $4,511.50万 | 0.03% | 521,983 | -6,416 | -1.2% | -$55.45万 | 减仓 |
| VCYT | VERACYTE INC | $4,516.04万 | 0.03% | 768,949 | -286,707 | -27.2% | -$1,683.83万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP-FORMULA-C | $4,531.52万 | 0.03% | 476,300 | -14,436 | -2.9% | -$137.34万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $4,540.56万 | 0.03% | 526,076 | -25,565 | -4.6% | -$220.65万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $4,560.22万 | 0.03% | 513,192 | 95,347 | 22.8% | $847.25万 | 加仓 |
| CDW | CDW CORP/DE | $4,563.68万 | 0.03% | 324,494 | 2,732 | 0.8% | $38.42万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $4,576.08万 | 0.03% | 666,581 | 33,124 | 5.2% | $227.40万 | 加仓 |
| MAA | MID-AMERICA APARTMENT COMM | $4,578.42万 | 0.03% | 329,525 | -18,267 | -5.3% | -$253.80万 | 减仓 |
| NVR | NVR INC | $4,582.69万 | 0.03% | 6,726 | -208 | -3.0% | -$141.72万 | 减仓 |
| FIS | FIDELITY NATIONAL INFO SERV | $4,586.03万 | 0.03% | 1,179,534 | -35,438 | -2.9% | -$137.78万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $4,595.10万 | 0.03% | 1,938,043 | -780,265 | -28.7% | -$1,850.01万 | 减仓 |
| HPQ | HP INC | $4,604.29万 | 0.03% | 2,098,583 | -43,314 | -2.0% | -$95.03万 | 减仓 |
| GCMG | GCM GROSVENOR INC - CLASS A | $4,616.15万 | 0.03% | 3,752,965 | 0 | 0.0% | — | 不变 |
| — | LXP INDUSTRIAL TRUST | $4,620.64万 | 0.03% | 857,579 | -302,044 | -26.0% | -$1,627.41万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP | $4,632.43万 | 0.03% | 85,496 | -3,141 | -3.5% | -$170.19万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $4,665.75万 | 0.03% | 103,458 | -732 | -0.7% | -$33.01万 | 减仓 |
| INSM | INSMED INC | $4,666.90万 | 0.03% | 437,713 | -63,569 | -12.7% | -$677.77万 | 减仓 |
| BRO | BROWN & BROWN INC | $4,675.68万 | 0.03% | 728,866 | 17,976 | 2.5% | $115.32万 | 加仓 |
| OKTA | OKTA INC | $4,715.60万 | 0.03% | 345,592 | -10,128 | -2.8% | -$138.20万 | 减仓 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $4,722.28万 | 0.03% | 167,647 | 119 | 0.1% | $3.35万 | 加仓 |
| DKNG | DRAFTKINGS INC-CL A | $4,740.53万 | 0.03% | 1,876,694 | -1,279,710 | -40.5% | -$3,232.55万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $4,793.29万 | 0.03% | 1,269,410 | -7,632 | -0.6% | -$28.82万 | 减仓 |
| CTSH | COGNIZANT TECH SOLUTIONS-A | $4,812.88万 | 0.03% | 1,242,676 | -49,833 | -3.9% | -$193.00万 | 减仓 |
| CPAY | CORPAY INC | $4,824.82万 | 0.03% | 144,772 | 5,990 | 4.3% | $199.63万 | 加仓 |
| KHC | KRAFT HEINZ CO/THE | $4,850.53万 | 0.03% | 2,053,569 | -507,487 | -19.8% | -$1,198.68万 | 减仓 |
| SNA | SNAP-ON INC | $4,864.13万 | 0.03% | 120,878 | -2,616 | -2.1% | -$105.27万 | 减仓 |
| NI | NISOURCE INC | $4,890.47万 | 0.03% | 1,028,490 | -6,570 | -0.6% | -$31.24万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $4,902.62万 | 0.03% | 2,897,529 | 924,468 | 46.9% | $1,564.20万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $4,902.84万 | 0.03% | 1,496,593 | -240,449 | -13.8% | -$787.71万 | 减仓 |
| L | LOEWS CORP | $4,904.55万 | 0.03% | 433,226 | -12,071 | -2.7% | -$136.66万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $4,914.61万 | 0.03% | 337,125 | -3,157 | -0.9% | -$46.02万 | 减仓 |
| JBHT | HUNT (JB) TRANSPRT SVCS INC | $4,923.58万 | 0.03% | 170,113 | -8,490 | -4.8% | -$245.73万 | 减仓 |
| AMCR | AMCOR PLC | $4,943.95万 | 0.03% | 1,140,473 | 7,927 | 0.7% | $34.36万 | 加仓 |
| LEN | LENNAR CORP-A | $4,947.37万 | 0.03% | 546,731 | 14,797 | 2.8% | $133.90万 | 加仓 |
| ARES | ARES MANAGEMENT CORP - A | $4,949.40万 | 0.03% | 444,650 | -16,662 | -3.6% | -$185.46万 | 减仓 |
| MKL | MARKEL GROUP INC | $5,013.57万 | 0.03% | 25,671 | -1,855 | -6.7% | -$362.28万 | 减仓 |
| VLTO | VERALTO CORP | $5,016.28万 | 0.03% | 565,661 | -10,083 | -1.8% | -$89.42万 | 减仓 |
| VRSN | VERISIGN INC | $5,030.95万 | 0.03% | 199,990 | -4,668 | -2.3% | -$117.43万 | 减仓 |
| PKG | PACKAGING CORP OF AMERICA | $5,033.47万 | 0.03% | 211,242 | -3,968 | -1.8% | -$94.55万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $5,055.77万 | 0.03% | 3,216,138 | -789,668 | -19.7% | -$1,241.36万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $5,089.71万 | 0.03% | 283,502 | -36,035 | -11.3% | -$646.94万 | 减仓 |
| MTZ | MASTEC INC | $5,170.88万 | 0.03% | 124,282 | 115,210 | 1,270.0% | $4,793.43万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP | $5,203.36万 | 0.03% | 482,776 | -27,118 | -5.3% | -$292.28万 | 减仓 |
| MSTR | STRATEGY INC | $5,251.78万 | 0.03% | 604,139 | 4,806 | 0.8% | $41.78万 | 加仓 |
| ENTG | ENTEGRIS INC | $5,258.82万 | 0.03% | 292,384 | -902 | -0.3% | -$16.22万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $5,269.90万 | 0.03% | 1,139,192 | -40,645 | -3.4% | -$188.02万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $5,280.51万 | 0.03% | 256,323 | 3,541 | 1.4% | $72.95万 | 加仓 |
| CHRW | C.H. ROBINSON WORLDWIDE INC | $5,286.97万 | 0.03% | 280,714 | -4,397 | -1.5% | -$82.81万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $5,294.22万 | 0.03% | 195,698 | 5,831 | 3.1% | $157.75万 | 加仓 |
| EXE | EXPAND ENERGY CORP | $5,299.36万 | 0.03% | 581,134 | 74,054 | 14.6% | $675.30万 | 加仓 |
| FSLR | FIRST SOLAR INC | $5,386.12万 | 0.03% | 228,264 | -191 | -0.1% | -$4.51万 | 减仓 |
| DG | DOLLAR GENERAL CORP | $5,391.72万 | 0.03% | 468,397 | -25,294 | -5.1% | -$291.16万 | 减仓 |
| FE | FIRSTENERGY CORP | $5,453.02万 | 0.03% | 1,147,039 | -27,942 | -2.4% | -$132.84万 | 减仓 |
| CMS | CMS ENERGY CORP | $5,472.86万 | 0.03% | 715,406 | 8,432 | 1.2% | $64.50万 | 加仓 |
| SUI | SUN COMMUNITIES INC | $5,476.84万 | 0.03% | 456,746 | 21,358 | 4.9% | $256.10万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $5,480.96万 | 0.03% | 258,597 | -6,157 | -2.3% | -$130.50万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORP | $5,495.84万 | 0.03% | 125,579 | 1,177 | 0.9% | $51.51万 | 加仓 |
| MDB | MONGODB INC | $5,500.60万 | 0.03% | 163,757 | -1,466 | -0.9% | -$49.24万 | 减仓 |