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
PATH UIPATH INC - CLASS A $41.17万0.00%37,871 00.0% — 不变
ARWR ARROWHEAD PHARMACEUTICALS IN $40.89万0.00%5,016 5,016— $40.89万 新建仓
MOD MODINE MANUFACTURING CO $39.84万0.00%1,492 1,492— $39.84万 新建仓
CSTM CONSTELLIUM SE $39.84万0.00%12,500 12,500— $39.84万 新建仓
AXS AXIS CAPITAL HOLDINGS LTD $39.75万0.00%3,700 00.0% — 不变
AXSM AXSOME THERAPEUTICS INC $39.16万0.00%1,600 -430-21.2% -$10.53万 减仓
LEA LEAR CORP $38.78万0.00%2,893 2,893— $38.78万 新建仓
ZG ZILLOW GROUP INC - A $38.33万0.00%12,219 00.0% — 不变
QNT QUANTINUUM INC-A $37.82万0.00%4,627 4,627— $37.82万 新建仓
SCHH SCHWAB US REIT ETF $37.41万0.00%15,797 5,01146.5% $11.87万 加仓
CRUS CIRRUS LOGIC INC $37.28万0.00%2,510 2008.7% $2.97万 加仓
ASX ASE TECHNOLOGY HOLDING -ADR $37.27万0.00%8,260 8,260— $37.27万 新建仓
EAT BRINKER INTERNATIONAL INC $36.96万0.00%2,200 70046.7% $11.76万 加仓
TAP MOLSON COORS BEVERAGE CO - B $35.57万0.00%9,129 -759-7.7% -$2.96万 减仓
ZWS ZURN ELKAY WATER SOLUTIONS C $35.37万0.00%7,000 00.0% — 不变
— ISHARES MSCI QATAR ETF $34.98万0.00%19,433 00.0% — 不变
SPXC SPX TECHNOLOGIES INC $34.18万0.00%1,394 28725.9% $7.04万 加仓
LAB STANDARD BIOTOOLS INC $33.92万0.00%412,288 -30,496-6.9% -$2.51万 减仓
GLXY GALAXY DIGITAL INC-A $33.90万0.00%12,400 12,400— $33.90万 新建仓
LAND GLADSTONE LAND CORP $33.74万0.00%39,555 8812.3% $7,515 加仓
ITRN ITURAN LOCATION AND CONTROL $33.74万0.00%5,530 5,530— $33.74万 新建仓
— ISHARES MSCI KUWAIT ETF $33.26万0.00%9,123 00.0% — 不变
NICE NICE LTD - SPON ADR $32.95万0.00%3,627 00.0% — 不变
EIDO ISHARES MSCI INDONESIA ETF $32.95万0.00%29,130 -2,000-6.4% -$2.26万 减仓
SONO SONOS INC $32.82万0.00%24,260 24,260— $32.82万 新建仓
ZETA ZETA GLOBAL HOLDINGS CORP-A $32.79万0.00%16,662 00.0% — 不变
— QORVO INC $32.48万0.00%3,482 431.3% $4,011 加仓
PRI PRIMERICA INC $32.40万0.00%1,140 908.6% $2.56万 加仓
CORT CORCEPT THERAPEUTICS INC $32.07万0.00%3,688 3,688— $32.07万 新建仓
WK WORKIVA INC $31.53万0.00%6,500 6,500— $31.53万 新建仓
FRMI FERMI INC $30.82万0.00%33,651 00.0% — 不变
AWI ARMSTRONG WORLD INDUSTRIES $30.48万0.00%1,900 1005.6% $1.60万 加仓
YELP YELP INC $30.31万0.00%12,360 -159-1.3% -$3,899 减仓
ECH ISHARES MSCI CHILE ETF $30.05万0.00%7,570 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
— ISHARES MSCI TURKEY ETF $29.54万0.00%7,599 00.0% — 不变
LEN/B LENNAR CORP - B SHS $29.12万0.00%3,283 00.0% — 不变
EQPT EQUIPMENTSHARE.COM INC-A $28.94万0.00%14,718 00.0% — 不变
SWX SOUTHWEST GAS HOLDINGS INC $28.56万0.00%3,221 00.0% — 不变
SQM QUIMICA Y MINERA CHIL-SP ADR $28.51万0.00%3,851 00.0% — 不变
ALKT ALKAMI TECHNOLOGY INC $27.50万0.00%15,175 15,175— $27.50万 新建仓
HIMS HIMS & HERS HEALTH INC $26.75万0.00%7,715 7,715— $26.75万 新建仓
QTWO Q2 HOLDINGS INC $26.55万0.00%5,520 5,520— $26.55万 新建仓
PTCT PTC THERAPEUTICS INC $26.17万0.00%3,208 3,208— $26.17万 新建仓
ONDS ONDAS INC $25.71万0.00%31,200 -2,800-8.2% -$2.31万 减仓
MIRM MIRUM PHARMACEUTICALS INC $25.15万0.00%2,148 -772-26.4% -$9.04万 减仓
SITC SITE CENTERS CORP $25.12万0.00%63,284 -1,426-2.2% -$5,661 减仓
MMED MINIMED GROUP INC $25.00万0.00%16,723 00.0% — 不变
— BURNING ROCK BIOTECH LTD-ADR $24.88万0.00%29,724 -413-1.4% -$3,457 减仓
PINE ALPINE INCOME PROPERTY TRUST $24.56万0.00%11,832 1,44113.9% $2.99万 加仓
DOCS DOXIMITY INC-CLASS A $24.18万0.00%11,661 00.0% — 不变
SF STIFEL FINANCIAL CORP $24.06万0.00%3,449 3,449— $24.06万 新建仓
KWEB KRANESH CSI CHINA INTERNET $23.64万0.00%9,660 9,660— $23.64万 新建仓
BBD BANCO BRADESCO-ADR $23.33万0.00%67,227 -2,671-3.8% -$9,268 减仓
BCPC BALCHEM CORP $22.94万0.00%1,358 00.0% — 不变
GILT GILAT SATELLITE NETWORKS LTD $22.92万0.00%17,221 17,221— $22.92万 新建仓
BBIO BRIDGEBIO PHARMA INC $22.84万0.00%3,067 -13-0.4% -$968 减仓
BRZE BRAZE INC-A $22.84万0.00%10,530 00.0% — 不变
— ISHARES MSCI PHILIPPINES ETF $22.45万0.00%9,294 00.0% — 不变
SEB SEABOARD CORP $21.88万0.00%49 00.0% — 不变
SLV ISHARES SILVER TRUST $20.28万0.00%3,792 3,792— $20.28万 新建仓
SKYD PARAMOUNT SKYDANCE CL B $20.25万0.00%20,538 1,4337.5% $1.41万 加仓
PCOR PROCORE TECHNOLOGIES INC $20.16万0.00%4,963 00.0% — 不变
— AXIA ENERGIA-ADR PREF C $20.05万0.00%19,003 00.0% — 不变
— MODIV INDUSTRIAL INC $19.41万0.00%11,155 00.0% — 不变
NCNO NCINO INC $19.10万0.00%11,680 11,680— $19.10万 新建仓
NXDT NEXPOINT DIVERSIFIED REAL ES $17.14万0.00%33,027 -3,180-8.8% -$1.65万 减仓
— ORION PROPERTIES INC $16.23万0.00%56,151 -2,728-4.6% -$7,884 减仓
— NET LEASE OFFICE PROPERTY $16.14万0.00%14,500 00.0% — 不变
FMC FMC CORP $14.55万0.00%12,650 12,650— $14.55万 新建仓
NMR NOMURA HOLDINGS INC-SPON ADR $13.84万0.00%15,762 15,762— $13.84万 新建仓
— ISHARES ETHEREUM TRUST ETF $13.72万0.00%11,540 11,540— $13.72万 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
RIG TRANSOCEAN LTD $12.22万0.00%25,000 25,000— $12.22万 新建仓
— BRAEMAR HOTELS & RESORTS INC $11.83万0.00%54,784 -456-0.8% -$985 减仓
BCRX BIOCRYST PHARMACEUTICALS INC $10.56万0.00%10,557 10,557— $10.56万 新建仓
EH EHANG HOLDINGS LTD-SPS ADR $9.37万0.00%14,302 14,302— $9.37万 新建仓
— BLUE RIDGE BANKSHARES INC $6.95万0.00%19,695 19,695— $6.95万 新建仓
GOGO GOGO INC $6.53万0.00%21,062 21,062— $6.53万 新建仓
— FRANKLIN STREET PROPERTIES C $3.10万0.00%60,267 -1,259-2.0% -$648 减仓
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