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
CCL CARNIVAL CORP $00.00%0 -2,327,440-100.0% -$6,023.41万 清仓
— COTERRA ENERGY INC $00.00%0 -1,631,360-100.0% -$5,732.60万 清仓
OMCL OMNICELL INC $00.00%0 -1,410,865-100.0% -$4,709.47万 清仓
— HOLOGIC INC $00.00%0 -521,877-100.0% -$3,944.87万 清仓
ACM AECOM $00.00%0 -273,957-100.0% -$2,323.70万 清仓
OKLO OKLO INC $00.00%0 -206,946-100.0% -$1,026.25万 清仓
SNAP SNAP INC - A $00.00%0 -2,044,227-100.0% -$940.34万 清仓
MNDY MONDAY.COM LTD $00.00%0 -59,121-100.0% -$408.59万 清仓
XLB SS MATERIALS SELECT SECTOR $00.00%0 -73,736-100.0% -$368.46万 清仓
SOLS SOLSTICE ADV MATERIALS INC $00.00%0 -31,188-100.0% -$237.53万 清仓
XLE SS ENERGY SELECT SECTOR $00.00%0 -37,823-100.0% -$231.70万 清仓
ILF ISHARES LATIN AMERICA 40 ETF $00.00%0 -63,623-100.0% -$225.99万 清仓
MEDP MEDPACE HOLDINGS INC $00.00%0 -3,872-100.0% -$185.93万 清仓
CRS CARPENTER TECHNOLOGY $00.00%0 -4,527-100.0% -$178.43万 清仓
HYG ISHR IBX USD HIYLD CB ETF-UI $00.00%0 -21,400-100.0% -$170.26万 清仓
— VERIS RESIDENTIAL INC $00.00%0 -88,371-100.0% -$166.76万 清仓
ALLY ALLY FINANCIAL INC $00.00%0 -41,197-100.0% -$161.62万 清仓
WIX WIX.COM LTD $00.00%0 -11,360-100.0% -$102.32万 清仓
EPD ENTERPRISE PRODUCTS PARTNERS $00.00%0 -24,000-100.0% -$90.82万 清仓
— PEAKSTONE REALTY TRUST $00.00%0 -41,063-100.0% -$85.78万 清仓
HL HECLA MINING CO $00.00%0 -41,000-100.0% -$76.38万 清仓
BJ BJ'S WHOLESALE CLUB HOLDINGS $00.00%0 -7,281-100.0% -$71.66万 清仓
HXL HEXCEL CORP $00.00%0 -7,523-100.0% -$60.88万 清仓
JAN JANUS LIVING INC CL-A-1 $00.00%0 -23,039-100.0% -$54.30万 清仓
ALKS ALKERMES PLC $00.00%0 -13,900-100.0% -$49.15万 清仓
CALM CAL-MAINE FOODS INC $00.00%0 -6,111-100.0% -$48.37万 清仓
EPAM EPAM SYSTEMS INC $00.00%0 -2,941-100.0% -$39.82万 清仓
CAG CONAGRA BRANDS INC $00.00%0 -25,086-100.0% -$39.44万 清仓
G GENPACT LTD $00.00%0 -10,478-100.0% -$39.03万 清仓
SAIC SCIENCE APPLICATIONS INTE $00.00%0 -4,067-100.0% -$38.60万 清仓
PEN PENUMBRA INC $00.00%0 -1,059-100.0% -$34.77万 清仓
POOL POOL CORP $00.00%0 -1,715-100.0% -$34.70万 清仓
FHN FIRST HORIZON CORP $00.00%0 -15,100-100.0% -$34.37万 清仓
ALSN ALLISON TRANSMISSION HOLDING $00.00%0 -2,700-100.0% -$31.61万 清仓
SR SPIRE INC $00.00%0 -3,417-100.0% -$30.94万 清仓
PTGX PROTAGONIST THERAPEUTICS INC $00.00%0 -2,760-100.0% -$29.09万 清仓
JOYY JOYY INC-ADR $00.00%0 -4,812-100.0% -$28.10万 清仓
ATAT ATOUR LIFESTYLE HOLDINGS-ADR $00.00%0 -7,315-100.0% -$26.93万 清仓
CMC COMMERCIAL METALS CO $00.00%0 -4,300-100.0% -$26.41万 清仓
HP HELMERICH & PAYNE $00.00%0 -7,000-100.0% -$25.22万 清仓
CPB THE CAMPBELL'S COMPANY $00.00%0 -11,175-100.0% -$24.89万 清仓
DAPP VANECK DIGITAL TRANSFORMATIO $00.00%0 -16,000-100.0% -$23.87万 清仓
SAIL SAILPOINT INC $00.00%0 -17,594-100.0% -$23.29万 清仓
LNTH LANTHEUS HOLDINGS INC $00.00%0 -3,033-100.0% -$23.01万 清仓
TGTX TG THERAPEUTICS INC $00.00%0 -6,905-100.0% -$22.94万 清仓
— AMICUS THERAPEUTICS INC $00.00%0 -14,070-100.0% -$20.35万 清仓
— BRT APARTMENTS CORP $00.00%0 -10,148-100.0% -$13.54万 清仓
ARDX ARDELYX INC $00.00%0 -10,320-100.0% -$6.18万 清仓
AIOT POWERFLEET INC $00.00%0 -16,848-100.0% -$5.19万 清仓
MNKD MANNKIND CORP $00.00%0 -13,120-100.0% -$3.21万 清仓
— FRANKLIN STREET PROPERTIES C $3.10万0.00%60,267 -1,259-2.0% -$648 减仓
GOGO GOGO INC $6.53万0.00%21,062 21,062— $6.53万 新建仓
— BLUE RIDGE BANKSHARES INC $6.95万0.00%19,695 19,695— $6.95万 新建仓
EH EHANG HOLDINGS LTD-SPS ADR $9.37万0.00%14,302 14,302— $9.37万 新建仓
BCRX BIOCRYST PHARMACEUTICALS INC $10.56万0.00%10,557 10,557— $10.56万 新建仓
— BRAEMAR HOTELS & RESORTS INC $11.83万0.00%54,784 -456-0.8% -$985 减仓
RIG TRANSOCEAN LTD $12.22万0.00%25,000 25,000— $12.22万 新建仓
SBS CIA SANEAMENTO BASICO DE-ADR $13.41万0.00%23,200 -72,310-75.7% -$41.80万 减仓
— ISHARES ETHEREUM TRUST ETF $13.72万0.00%11,540 11,540— $13.72万 新建仓
NMR NOMURA HOLDINGS INC-SPON ADR $13.84万0.00%15,762 15,762— $13.84万 新建仓
FMC FMC CORP $14.55万0.00%12,650 12,650— $14.55万 新建仓
— NET LEASE OFFICE PROPERTY $16.14万0.00%14,500 00.0% — 不变
— ORION PROPERTIES INC $16.23万0.00%56,151 -2,728-4.6% -$7,884 减仓
NXDT NEXPOINT DIVERSIFIED REAL ES $17.14万0.00%33,027 -3,180-8.8% -$1.65万 减仓
NCNO NCINO INC $19.10万0.00%11,680 11,680— $19.10万 新建仓
— MODIV INDUSTRIAL INC $19.41万0.00%11,155 00.0% — 不变
— AXIA ENERGIA-ADR PREF C $20.05万0.00%19,003 00.0% — 不变
PCOR PROCORE TECHNOLOGIES INC $20.16万0.00%4,963 00.0% — 不变
SKYD PARAMOUNT SKYDANCE CL B $20.25万0.00%20,538 1,4337.5% $1.41万 加仓
SLV ISHARES SILVER TRUST $20.28万0.00%3,792 3,792— $20.28万 新建仓
SEB SEABOARD CORP $21.88万0.00%49 00.0% — 不变
— ISHARES MSCI PHILIPPINES ETF $22.45万0.00%9,294 00.0% — 不变
BRZE BRAZE INC-A $22.84万0.00%10,530 00.0% — 不变
BBIO BRIDGEBIO PHARMA INC $22.84万0.00%3,067 -13-0.4% -$968 减仓
GILT GILAT SATELLITE NETWORKS LTD $22.92万0.00%17,221 17,221— $22.92万 新建仓
BCPC BALCHEM CORP $22.94万0.00%1,358 00.0% — 不变
BBD BANCO BRADESCO-ADR $23.33万0.00%67,227 -2,671-3.8% -$9,268 减仓
KWEB KRANESH CSI CHINA INTERNET $23.64万0.00%9,660 9,660— $23.64万 新建仓
SF STIFEL FINANCIAL CORP $24.06万0.00%3,449 3,449— $24.06万 新建仓
DOCS DOXIMITY INC-CLASS A $24.18万0.00%11,661 00.0% — 不变
PINE ALPINE INCOME PROPERTY TRUST $24.56万0.00%11,832 1,44113.9% $2.99万 加仓
— BURNING ROCK BIOTECH LTD-ADR $24.88万0.00%29,724 -413-1.4% -$3,457 减仓
MMED MINIMED GROUP INC $25.00万0.00%16,723 00.0% — 不变
SITC SITE CENTERS CORP $25.12万0.00%63,284 -1,426-2.2% -$5,661 减仓
MIRM MIRUM PHARMACEUTICALS INC $25.15万0.00%2,148 -772-26.4% -$9.04万 减仓
ONDS ONDAS INC $25.71万0.00%31,200 -2,800-8.2% -$2.31万 减仓
PTCT PTC THERAPEUTICS INC $26.17万0.00%3,208 3,208— $26.17万 新建仓
QTWO Q2 HOLDINGS INC $26.55万0.00%5,520 5,520— $26.55万 新建仓
HIMS HIMS & HERS HEALTH INC $26.75万0.00%7,715 7,715— $26.75万 新建仓
ALKT ALKAMI TECHNOLOGY INC $27.50万0.00%15,175 15,175— $27.50万 新建仓
SQM QUIMICA Y MINERA CHIL-SP ADR $28.51万0.00%3,851 00.0% — 不变
SWX SOUTHWEST GAS HOLDINGS INC $28.56万0.00%3,221 00.0% — 不变
EQPT EQUIPMENTSHARE.COM INC-A $28.94万0.00%14,718 00.0% — 不变
LEN/B LENNAR CORP - B SHS $29.12万0.00%3,283 00.0% — 不变
— ISHARES MSCI TURKEY ETF $29.54万0.00%7,599 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $29.89万0.00%8,300 -22,149-72.7% -$79.76万 减仓
ECH ISHARES MSCI CHILE ETF $30.05万0.00%7,570 00.0% — 不变
YELP YELP INC $30.31万0.00%12,360 -159-1.3% -$3,899 减仓
AWI ARMSTRONG WORLD INDUSTRIES $30.48万0.00%1,900 1005.6% $1.60万 加仓
FRMI FERMI INC $30.82万0.00%33,651 00.0% — 不变