Sumitomo Mitsui Trust Group, Inc.
CHIYODA-KU, TOKYO M0 · SEC CIK 0001475365
$1,544.74亿2026Q1 申报市值
1,047持仓数
31.6%前十大占比 · 第一大 6.8%
50 / 51新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IAUM 加仓+$2.29亿
COHR 加仓+$1.79亿
USFD 加仓+$1.13亿
LITE 新建仓+$9,907.16万
NU 加仓+$8,850.91万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$5.02亿
NVDA 减仓-$4.56亿
MSFT 减仓-$3.46亿
AMZN 减仓-$2.65亿
IAU 减仓-$2.64亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $2.85亿 | 0.18% | 2,324,992 | -119,393 | -4.9% | -$1,465.91万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2.83亿 | 0.18% | 1,429,333 | -377,735 | -20.9% | -$7,488.22万 | 减仓 |
| CDNS | CADENCE DESIGN SYS INC | $2.83亿 | 0.18% | 1,018,328 | -23,274 | -2.2% | -$646.71万 | 减仓 |
| SPG | SIMON PROPERTY GROUP INC | $2.82亿 | 0.18% | 1,513,071 | -4,048 | -0.3% | -$75.51万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $2.78亿 | 0.18% | 2,917,764 | 342,080 | 13.3% | $3,263.79万 | 加仓 |
| TMUS | T-MOBILE US INC | $2.78亿 | 0.18% | 1,323,170 | -71,447 | -5.1% | -$1,500.60万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2.75亿 | 0.18% | 4,542,241 | -662,879 | -12.7% | -$4,020.36万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.74亿 | 0.18% | 614,448 | -40,022 | -6.1% | -$1,787.14万 | 减仓 |
| ACN | ACCENTURE PLC-CL A | $2.74亿 | 0.18% | 1,380,039 | -112,907 | -7.6% | -$2,238.83万 | 减仓 |
| NU | NU HOLDINGS LTD/CAYMAN ISL-A | $2.73亿 | 0.18% | 18,979,529 | 6,159,298 | 48.0% | $8,850.91万 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $2.67亿 | 0.17% | 2,034,712 | -54,635 | -2.6% | -$715.83万 | 减仓 |
| MDT | MEDTRONIC PLC | $2.64亿 | 0.17% | 3,043,427 | -138,554 | -4.4% | -$1,200.57万 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $2.64亿 | 0.17% | 1,445,070 | -84,499 | -5.5% | -$1,541.52万 | 减仓 |
| CME | CME GROUP INC | $2.62亿 | 0.17% | 887,114 | -39,608 | -4.3% | -$1,169.82万 | 减仓 |
| ADBE | ADOBE INC | $2.60亿 | 0.17% | 1,069,885 | -70,377 | -6.2% | -$1,710.72万 | 减仓 |
| NOW | SERVICENOW INC | $2.59亿 | 0.17% | 2,478,497 | -120,900 | -4.7% | -$1,264.01万 | 减仓 |
| SYK | STRYKER CORP | $2.54亿 | 0.16% | 774,276 | -40,695 | -5.0% | -$1,337.20万 | 减仓 |
| SHW | SHERWIN-WILLIAMS CO/THE | $2.53亿 | 0.16% | 787,744 | -34,090 | -4.1% | -$1,092.75万 | 减仓 |
| COR | CENCORA INC | $2.52亿 | 0.16% | 803,492 | -74,396 | -8.5% | -$2,337.08万 | 减仓 |
| RBLX | ROBLOX CORP -CLASS A | $2.52亿 | 0.16% | 4,451,881 | 416,206 | 10.3% | $2,354.06万 | 加仓 |
| ADSK | AUTODESK INC | $2.47亿 | 0.16% | 1,032,443 | 85,967 | 9.1% | $2,058.05万 | 加仓 |
| TRMB | TRIMBLE INC | $2.45亿 | 0.16% | 3,756,603 | 501,853 | 15.4% | $3,273.59万 | 加仓 |
| MCK | MCKESSON CORP | $2.43亿 | 0.16% | 281,119 | -21,138 | -7.0% | -$1,829.20万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $2.42亿 | 0.16% | 499,856 | -27,586 | -5.2% | -$1,337.67万 | 减仓 |
| PH | PARKER HANNIFIN CORP | $2.41亿 | 0.16% | 268,694 | -15,565 | -5.5% | -$1,393.44万 | 减仓 |
| GLW | CORNING INC | $2.37亿 | 0.15% | 1,740,855 | -87,657 | -4.8% | -$1,191.87万 | 减仓 |
| SO | SOUTHERN CO/THE | $2.35亿 | 0.15% | 2,439,489 | -147,638 | -5.7% | -$1,425.00万 | 减仓 |
| SBUX | STARBUCKS CORP | $2.33亿 | 0.15% | 2,605,461 | -143,547 | -5.2% | -$1,286.04万 | 减仓 |
| TRV | TRAVELERS COS INC/THE | $2.33亿 | 0.15% | 798,746 | -33,039 | -4.0% | -$963.68万 | 减仓 |
| DUK | DUKE ENERGY CORP | $2.30亿 | 0.15% | 1,758,086 | -117,497 | -6.3% | -$1,538.51万 | 减仓 |
| PSA | PUBLIC STORAGE | $2.28亿 | 0.15% | 840,435 | -15,857 | -1.9% | -$429.53万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $2.26亿 | 0.15% | 836,666 | -50,393 | -5.7% | -$1,363.08万 | 减仓 |
| NET | CLOUDFLARE INC - CLASS A | $2.22亿 | 0.14% | 1,074,397 | -51,205 | -4.5% | -$1,056.56万 | 减仓 |
| MO | ALTRIA GROUP INC | $2.20亿 | 0.14% | 3,333,982 | 45,145 | 1.4% | $297.91万 | 加仓 |
| APP | APPLOVIN CORP-CLASS A | $2.19亿 | 0.14% | 550,338 | -26,371 | -4.6% | -$1,049.57万 | 减仓 |
| VRT | VERTIV HOLDINGS CO-A | $2.17亿 | 0.14% | 865,061 | 27,415 | 3.3% | $686.97万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2.15亿 | 0.14% | 3,422,813 | -34,648 | -1.0% | -$217.42万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $2.13亿 | 0.14% | 312,115 | -21,357 | -6.4% | -$1,457.06万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $2.11亿 | 0.14% | 273,669 | -11,362 | -4.0% | -$877.87万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $2.11亿 | 0.14% | 505,570 | -24,212 | -4.6% | -$1,009.01万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $2.11亿 | 0.14% | 1,220,578 | 1,428 | 0.1% | $24.64万 | 加仓 |
| IQV | IQVIA HOLDINGS INC | $2.09亿 | 0.14% | 1,225,851 | 93,779 | 8.3% | $1,599.31万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $2.09亿 | 0.14% | 180,192 | -16,576 | -8.4% | -$1,921.09万 | 减仓 |
| MMM | 3M CO | $2.08亿 | 0.13% | 1,430,201 | -75,159 | -5.0% | -$1,091.53万 | 减仓 |
| WM | WASTE MANAGEMENT INC | $2.06亿 | 0.13% | 895,169 | -44,229 | -4.7% | -$1,016.34万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HOLDINGS | $2.05亿 | 0.13% | 522,344 | 3,538 | 0.7% | $138.60万 | 加仓 |
| CI | THE CIGNA GROUP | $2.03亿 | 0.13% | 759,530 | -24,769 | -3.2% | -$660.71万 | 减仓 |
| CEG | CONSTELLATION ENERGY | $2.03亿 | 0.13% | 725,283 | -35,480 | -4.7% | -$990.78万 | 减仓 |
| CVS | CVS HEALTH CORP | $2.01亿 | 0.13% | 2,799,884 | -68,340 | -2.4% | -$490.82万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2.01亿 | 0.13% | 581,188 | 13,674 | 2.4% | $471.96万 | 加仓 |
| SLB | SLB LTD | $2.00亿 | 0.13% | 3,887,548 | -166,255 | -4.1% | -$854.38万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $1.99亿 | 0.13% | 3,384,552 | -88,819 | -2.6% | -$522.08万 | 减仓 |
| EOG | EOG RESOURCES INC | $1.99亿 | 0.13% | 1,373,486 | -59,714 | -4.2% | -$863.29万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1.97亿 | 0.13% | 573,390 | -36,223 | -5.9% | -$1,243.25万 | 减仓 |
| FDX | FEDEX CORP | $1.96亿 | 0.13% | 550,495 | -23,056 | -4.0% | -$821.21万 | 减仓 |
| TEM | TEMPUS AI INC-CL A | $1.96亿 | 0.13% | 4,326,313 | 821,490 | 23.4% | $3,714.78万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $1.95亿 | 0.13% | 957,397 | -49,288 | -4.9% | -$1,001.43万 | 减仓 |
| WMB | WILLIAMS COS INC | $1.94亿 | 0.13% | 2,666,077 | -130,227 | -4.7% | -$947.79万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $1.93亿 | 0.13% | 838,593 | -105,291 | -11.2% | -$2,426.54万 | 减仓 |
| PWR | QUANTA SERVICES INC | $1.93亿 | 0.12% | 351,618 | -15,244 | -4.2% | -$836.93万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.93亿 | 0.12% | 1,943,820 | -135,909 | -6.5% | -$1,346.18万 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC-A | $1.92亿 | 0.12% | 3,339,479 | -193,603 | -5.5% | -$1,115.93万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $1.91亿 | 0.12% | 803,930 | -11,554 | -1.4% | -$274.55万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS | $1.90亿 | 0.12% | 1,094,197 | -69,410 | -6.0% | -$1,203.92万 | 减仓 |
| ORLY | O'REILLY AUTOMOTIVE INC | $1.88亿 | 0.12% | 2,033,362 | -100,645 | -4.7% | -$929.05万 | 减仓 |
| CMI | CUMMINS INC | $1.86亿 | 0.12% | 346,319 | -15,267 | -4.2% | -$821.40万 | 减仓 |
| CSX | CSX CORP | $1.86亿 | 0.12% | 4,538,988 | -235,140 | -4.9% | -$965.25万 | 减仓 |
| VTR | VENTAS INC | $1.86亿 | 0.12% | 2,275,887 | -234,579 | -9.3% | -$1,918.39万 | 减仓 |
| BX | BLACKSTONE INC | $1.86亿 | 0.12% | 1,613,494 | -63,571 | -3.8% | -$731.00万 | 减仓 |
| PNC | PNC FINANCIAL SERVICES GROUP | $1.84亿 | 0.12% | 883,587 | -59,224 | -6.3% | -$1,232.39万 | 减仓 |
| TOST | TOAST INC-CLASS A | $1.82亿 | 0.12% | 6,859,633 | -173,262 | -2.5% | -$459.32万 | 减仓 |
| O | REALTY INCOME CORP | $1.82亿 | 0.12% | 2,968,288 | -657,018 | -18.1% | -$4,019.64万 | 减仓 |
| DLR | DIGITAL REALTY TRUST INC | $1.81亿 | 0.12% | 1,004,878 | -286,225 | -22.2% | -$5,158.06万 | 减仓 |
| COHR | COHERENT CORP | $1.80亿 | 0.12% | 755,294 | 749,424 | 12,767.0% | $1.79亿 | 加仓 |
| NXPI | NXP SEMICONDUCTORS NV | $1.79亿 | 0.12% | 911,538 | -6,837 | -0.7% | -$134.59万 | 减仓 |
| AEP | AMERICAN ELECTRIC POWER | $1.79亿 | 0.12% | 1,366,768 | -58,332 | -4.1% | -$764.62万 | 减仓 |
| ROKU | ROKU INC | $1.77亿 | 0.11% | 1,874,369 | -1,094,883 | -36.9% | -$1.04亿 | 减仓 |
| USB | US BANCORP | $1.77亿 | 0.11% | 3,398,345 | -219,820 | -6.1% | -$1,143.28万 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $1.77亿 | 0.11% | 602,920 | -346,080 | -36.5% | -$1.01亿 | 减仓 |
| BNY | BANK OF NEW YORK MELLON CORP | $1.75亿 | 0.11% | 1,478,366 | -94,736 | -6.0% | -$1,123.85万 | 减仓 |
| UPS | UNITED PARCEL SERVICE-CL B | $1.75亿 | 0.11% | 1,780,697 | -66,149 | -3.6% | -$650.77万 | 减仓 |
| PDD | PDD HOLDINGS INC | $1.74亿 | 0.11% | 1,702,166 | 19,972 | 1.2% | $204.07万 | 加仓 |
| DASH | DOORDASH INC - A | $1.72亿 | 0.11% | 1,142,792 | -81,518 | -6.7% | -$1,223.99万 | 减仓 |
| MAR | MARRIOTT INTERNATIONAL -CL A | $1.71亿 | 0.11% | 523,586 | -31,796 | -5.7% | -$1,039.95万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.71亿 | 0.11% | 1,303,869 | -262,999 | -16.8% | -$3,443.97万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.67亿 | 0.11% | 384,690 | -23,117 | -5.7% | -$1,003.21万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $1.67亿 | 0.11% | 351,897 | -22,595 | -6.0% | -$1,069.29万 | 减仓 |
| ABNB | AIRBNB INC-CLASS A | $1.64亿 | 0.11% | 1,298,924 | -500,989 | -27.8% | -$6,326.49万 | 减仓 |
| ITW | ILLINOIS TOOL WORKS | $1.64亿 | 0.11% | 628,818 | -42,780 | -6.4% | -$1,113.52万 | 减仓 |
| CRH | CRH PLC | $1.62亿 | 0.11% | 1,544,283 | -77,160 | -4.8% | -$811.11万 | 减仓 |
| GM | GENERAL MOTORS CO | $1.61亿 | 0.10% | 2,165,070 | -149,209 | -6.4% | -$1,111.61万 | 减仓 |
| VLO | VALERO ENERGY CORP | $1.61亿 | 0.10% | 651,440 | -42,302 | -6.1% | -$1,045.20万 | 减仓 |
| ROST | ROSS STORES INC | $1.60亿 | 0.10% | 739,300 | -35,491 | -4.6% | -$768.84万 | 减仓 |
| XYZ | BLOCK INC | $1.58亿 | 0.10% | 2,624,534 | 25,067 | 1.0% | $150.85万 | 加仓 |
| BKR | BAKER HUGHES CO | $1.57亿 | 0.10% | 2,578,073 | -106,244 | -4.0% | -$648.62万 | 减仓 |
| MPC | MARATHON PETROLEUM CORP | $1.57亿 | 0.10% | 643,815 | -42,691 | -6.2% | -$1,042.43万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1.57亿 | 0.10% | 240,533 | -72,410 | -23.1% | -$4,729.89万 | 减仓 |
| PSX | PHILLIPS 66 | $1.57亿 | 0.10% | 862,141 | -44,989 | -5.0% | -$819.61万 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $1.57亿 | 0.10% | 540,057 | -25,412 | -4.5% | -$738.19万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1.57亿 | 0.10% | 1,727,111 | -263,652 | -13.2% | -$2,390.53万 | 减仓 |