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 |
|---|---|---|---|---|---|---|---|---|
| JBL | JABIL INC | $8,554.03万 | 0.05% | 221,906 | -9,636 | -4.2% | -$371.45万 | 减仓 |
| ROKU | ROKU INC | $8,661.16万 | 0.05% | 626,984 | -1,247,385 | -66.5% | -$1.72亿 | 减仓 |
| CBRE | CBRE GROUP INC - A | $8,672.14万 | 0.05% | 643,859 | -65,468 | -9.2% | -$881.79万 | 减仓 |
| SPY | SS SPDR S&P 500 ETF TRUST-US | $8,676.35万 | 0.05% | 116,185 | 60,185 | 107.5% | $4,494.44万 | 重新持有 |
| HIG | HARTFORD INSURANCE GROUP INC | $8,742.19万 | 0.05% | 659,688 | -19,153 | -2.8% | -$253.82万 | 减仓 |
| PEG | PUBLIC SERVICE ENTERPRISE GP | $8,744.45万 | 0.05% | 1,077,434 | 25,831 | 2.5% | $209.64万 | 加仓 |
| PCG | P G & E CORP | $8,751.92万 | 0.05% | 5,203,279 | -1,948 | -0.0% | -$3.28万 | 减仓 |
| KR | KROGER CO | $8,814.99万 | 0.05% | 1,587,429 | 140,519 | 9.7% | $780.30万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $8,841.39万 | 0.05% | 608,492 | -17,927 | -2.9% | -$260.48万 | 减仓 |
| GLPI | GAMING AND LEISURE PROPERTIE | $8,843.95万 | 0.05% | 1,986,066 | 13,051 | 0.7% | $58.12万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $8,991.21万 | 0.05% | 769,993 | -10,230 | -1.3% | -$119.46万 | 减仓 |
| PLMR | PALOMAR HOLDINGS INC | $9,013.21万 | 0.05% | 713,127 | -3,208 | -0.4% | -$40.55万 | 减仓 |
| ACGL | ARCH CAPITAL GROUP LTD | $9,068.14万 | 0.05% | 934,282 | -23,364 | -2.4% | -$226.77万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $9,130.27万 | 0.05% | 5,149,618 | 62,247 | 1.2% | $110.36万 | 加仓 |
| PTC | PTC INC | $9,154.80万 | 0.05% | 805,809 | 14,280 | 1.8% | $162.24万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $9,282.48万 | 0.05% | 274,313 | -6,877 | -2.4% | -$232.71万 | 减仓 |
| MTB | M & T BANK CORP | $9,362.10万 | 0.05% | 393,349 | -27,728 | -6.6% | -$659.95万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $9,384.88万 | 0.05% | 1,720,734 | -133,141 | -7.2% | -$726.15万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $9,403.78万 | 0.05% | 930,330 | 982 | 0.1% | $9.93万 | 加仓 |
| BLSH | BULLISH | $9,496.21万 | 0.05% | 4,053,013 | 219,127 | 5.7% | $513.41万 | 加仓 |
| KVUE | KENVUE INC | $9,668.46万 | 0.06% | 5,059,373 | 185,564 | 3.8% | $354.61万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $9,684.85万 | 0.06% | 356,126 | 29,534 | 9.0% | $803.18万 | 加仓 |
| AMP | AMERIPRISE FINANCIAL INC | $9,733.83万 | 0.06% | 212,177 | 1,958 | 0.9% | $89.83万 | 加仓 |
| GRMN | GARMIN LTD | $9,766.48万 | 0.06% | 411,151 | -7,409 | -1.8% | -$175.99万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE | $9,794.35万 | 0.06% | 452,186 | 13,551 | 3.1% | $293.51万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $9,794.88万 | 0.06% | 325,379 | 10,962 | 3.5% | $329.99万 | 加仓 |
| CVNA | CARVANA CO | $9,818.88万 | 0.06% | 1,491,778 | 42,928 | 3.0% | $282.55万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE | $9,824.70万 | 0.06% | 992,594 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $9,858.30万 | 0.06% | 707,957 | 34,349 | 5.1% | $478.31万 | 加仓 |
| SYY | SYSCO CORP | $1.00亿 | 0.06% | 1,196,824 | -35,215 | -2.9% | -$294.33万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $1.01亿 | 0.06% | 179,502 | 2,133 | 1.2% | $119.58万 | 加仓 |
| KIM | KIMCO REALTY CORP | $1.01亿 | 0.06% | 3,976,804 | 1,987,917 | 100.0% | $5,039.37万 | 加仓 |
| AIG | AMERICAN INTERNATIONAL GROUP | $1.01亿 | 0.06% | 1,353,798 | 103,943 | 8.3% | $774.69万 | 加仓 |
| HUM | HUMANA INC | $1.01亿 | 0.06% | 255,437 | -69,336 | -21.3% | -$2,754.16万 | 减仓 |
| WAB | WABTEC CORP | $1.02亿 | 0.06% | 377,797 | 2,126 | 0.6% | $57.32万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1.02亿 | 0.06% | 5,684,422 | -5,004 | -0.1% | -$8.97万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $1.03亿 | 0.06% | 1,000,344 | -495,755 | -33.1% | -$5,100.33万 | 减仓 |
| PYPL | PAYPAL HOLDINGS INC | $1.03亿 | 0.06% | 2,388,646 | -149,227 | -5.9% | -$644.36万 | 减仓 |
| IDXX | IDEXX LABORATORIES INC | $1.03亿 | 0.06% | 196,296 | -1,575 | -0.8% | -$82.91万 | 减仓 |
| RSG | REPUBLIC SERVICES INC | $1.03亿 | 0.06% | 485,167 | -37,453 | -7.2% | -$798.05万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWRE | $1.03亿 | 0.06% | 413,886 | -38,119 | -8.4% | -$952.90万 | 减仓 |
| STT | STATE STREET CORP | $1.04亿 | 0.06% | 610,375 | -43,862 | -6.7% | -$743.90万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.04亿 | 0.06% | 3,050,407 | -13,269 | -0.4% | -$45.11万 | 减仓 |
| DHI | DR HORTON INC | $1.04亿 | 0.06% | 640,492 | -18,097 | -2.7% | -$294.76万 | 减仓 |
| EBAY | EBAY INC | $1.04亿 | 0.06% | 934,465 | -32,377 | -3.3% | -$361.81万 | 减仓 |
| DVN | DEVON ENERGY CORP | $1.05亿 | 0.06% | 2,542,223 | 847,946 | 50.0% | $3,503.71万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.05亿 | 0.06% | 442,931 | -473 | -0.1% | -$11.23万 | 减仓 |
| MET | METLIFE INC | $1.05亿 | 0.06% | 1,243,782 | -94,879 | -7.1% | -$802.77万 | 减仓 |
| PDD | PDD HOLDINGS INC | $1.06亿 | 0.06% | 1,389,751 | -312,415 | -18.4% | -$2,383.10万 | 减仓 |
| BDX | BECTON DICKINSON AND CO | $1.07亿 | 0.06% | 706,113 | 69,743 | 11.0% | $1,055.42万 | 加仓 |
| YUM | YUM! BRANDS INC | $1.07亿 | 0.06% | 669,021 | 2,804 | 0.4% | $44.82万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.07亿 | 0.06% | 449,044 | -7,936 | -1.7% | -$189.68万 | 减仓 |
| APO | APOLLO GLOBAL MANAGEMENT INC | $1.07亿 | 0.06% | 907,330 | -11,106 | -1.2% | -$131.40万 | 减仓 |
| ADM | ARCHER-DANIELS-MIDLAND CO | $1.08亿 | 0.06% | 1,408,221 | 251,222 | 21.7% | $1,919.34万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $1.09亿 | 0.06% | 987,770 | 46,153 | 4.9% | $510.59万 | 加仓 |
| ETR | ENTERGY CORP | $1.10亿 | 0.06% | 961,963 | 27,364 | 2.9% | $314.30万 | 加仓 |
| — | ELECTRONIC ARTS INC | $1.11亿 | 0.06% | 542,102 | -21,628 | -3.8% | -$443.46万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $1.11亿 | 0.06% | 3,405,911 | -70,518 | -2.0% | -$230.81万 | 减仓 |
| EXC | EXELON CORP | $1.13亿 | 0.06% | 2,425,441 | -103,802 | -4.1% | -$483.92万 | 减仓 |
| IRM | IRON MOUNTAIN INC | $1.13亿 | 0.06% | 896,560 | -37,162 | -4.0% | -$469.39万 | 减仓 |
| SE | SEA LTD-ADR | $1.14亿 | 0.07% | 1,188,363 | 75,853 | 6.8% | $726.90万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1.14亿 | 0.07% | 1,258,958 | -8,425 | -0.7% | -$76.21万 | 减仓 |
| NKE | NIKE INC -CL B | $1.14亿 | 0.07% | 2,781,760 | 13,955 | 0.5% | $57.29万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $1.16亿 | 0.07% | 1,273,212 | 238 | 0.0% | $2.17万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $1.19亿 | 0.07% | 3,455,043 | -370,542 | -9.7% | -$1,271.70万 | 减仓 |
| CARR | CARRIER GLOBAL CORP | $1.19亿 | 0.07% | 1,616,597 | -12,121 | -0.7% | -$88.91万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $1.19亿 | 0.07% | 2,107,714 | 203,875 | 10.7% | $1,149.24万 | 加仓 |
| OKE | ONEOK INC | $1.20亿 | 0.07% | 1,376,110 | 451 | 0.0% | $3.92万 | 加仓 |
| NUE | NUCOR CORP | $1.20亿 | 0.07% | 538,555 | -18,387 | -3.3% | -$409.57万 | 减仓 |
| KKR | KKR & CO INC | $1.20亿 | 0.07% | 1,307,078 | -12,838 | -1.0% | -$117.83万 | 减仓 |
| AZO | AUTOZONE INC | $1.21亿 | 0.07% | 37,779 | -182 | -0.5% | -$58.17万 | 减仓 |
| AME | AMETEK INC | $1.21亿 | 0.07% | 499,310 | 606 | 0.1% | $14.66万 | 加仓 |
| TRGP | TARGA RESOURCES CORP | $1.21亿 | 0.07% | 451,115 | -9,325 | -2.0% | -$250.04万 | 减仓 |
| VICI | VICI PROPERTIES INC | $1.21亿 | 0.07% | 4,562,420 | 164,898 | 3.7% | $437.80万 | 加仓 |
| XEL | XCEL ENERGY INC | $1.22亿 | 0.07% | 1,515,264 | 69,460 | 4.8% | $557.76万 | 加仓 |
| F | FORD MOTOR CO | $1.24亿 | 0.07% | 8,911,916 | -228,012 | -2.5% | -$316.94万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $1.25亿 | 0.07% | 1,841,442 | -193,031 | -9.5% | -$1,311.26万 | 减仓 |
| FLEX | FLEX LTD | $1.26亿 | 0.07% | 776,475 | 7,467 | 1.0% | $121.02万 | 加仓 |
| USFD | US FOODS HOLDING CORP | $1.27亿 | 0.07% | 1,239,100 | -4,356 | -0.4% | -$44.54万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1.27亿 | 0.07% | 4,776,416 | -46,021 | -1.0% | -$122.69万 | 减仓 |
| AJG | ARTHUR J GALLAGHER & CO | $1.27亿 | 0.07% | 555,071 | -32,740 | -5.6% | -$751.61万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $1.30亿 | 0.07% | 646,722 | 2,457 | 0.4% | $49.54万 | 加仓 |
| AFL | AFLAC INC | $1.32亿 | 0.08% | 1,127,527 | -79,699 | -6.6% | -$934.47万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $1.32亿 | 0.08% | 378,156 | 808 | 0.2% | $28.29万 | 加仓 |
| FAST | FASTENAL CO | $1.33亿 | 0.08% | 2,759,409 | -61,680 | -2.2% | -$296.25万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $1.33亿 | 0.08% | 558,612 | -10,592 | -1.9% | -$251.62万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $1.33亿 | 0.08% | 340,596 | -11,301 | -3.2% | -$440.61万 | 减仓 |
| SRE | SEMPRA | $1.33亿 | 0.08% | 1,437,596 | 11,897 | 0.8% | $110.30万 | 加仓 |
| D | DOMINION ENERGY INC | $1.34亿 | 0.08% | 1,957,830 | 58,022 | 3.1% | $396.23万 | 加仓 |
| KMI | KINDER MORGAN INC | $1.36亿 | 0.08% | 4,252,470 | -209,808 | -4.7% | -$670.76万 | 减仓 |
| VST | VISTRA CORP | $1.36亿 | 0.08% | 860,067 | 55,745 | 6.9% | $884.28万 | 加仓 |
| — | AVALONBAY COMMUNITIES INC | $1.37亿 | 0.08% | 727,094 | 2,814 | 0.4% | $53.10万 | 加仓 |
| GWW | WW GRAINGER INC | $1.37亿 | 0.08% | 100,989 | -4,562 | -4.3% | -$620.61万 | 减仓 |
| TFC | TRUIST FINANCIAL CORP | $1.38亿 | 0.08% | 2,773,255 | -88,357 | -3.1% | -$440.19万 | 减仓 |
| BKR | BAKER HUGHES CO | $1.40亿 | 0.08% | 2,525,826 | -52,247 | -2.0% | -$289.97万 | 减仓 |
| SNDK | SANDISK CORP | $1.41亿 | 0.08% | 61,875 | 21,439 | 53.0% | $4,874.65万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE | $1.41亿 | 0.08% | 3,123,671 | 133,384 | 4.5% | $601.70万 | 加仓 |
| ALL | ALLSTATE CORP | $1.42亿 | 0.08% | 595,342 | -14,835 | -2.4% | -$352.98万 | 减仓 |
| NBIS | NEBIUS GROUP NV | $1.43亿 | 0.08% | 516,134 | -1,183 | -0.2% | -$32.67万 | 减仓 |
| CTAS | CINTAS CORP | $1.43亿 | 0.08% | 842,677 | -29,852 | -3.4% | -$507.72万 | 减仓 |