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 |
|---|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH CORP | $2.99亿 | 0.17% | 2,888,884 | 89,000 | 3.2% | $920.71万 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $2.97亿 | 0.17% | 2,073,604 | 38,892 | 1.9% | $556.74万 | 加仓 |
| VRT | VERTIV HOLDINGS CO-A | $2.96亿 | 0.17% | 884,020 | 18,959 | 2.2% | $634.79万 | 加仓 |
| COR | CENCORA INC | $2.94亿 | 0.17% | 1,037,565 | 234,073 | 29.1% | $6,623.80万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2.93亿 | 0.17% | 5,092,121 | 549,880 | 12.1% | $3,168.41万 | 加仓 |
| MELI | MERCADOLIBRE INC | $2.91亿 | 0.17% | 171,669 | -16,247 | -8.6% | -$2,757.75万 | 减仓 |
| COP | CONOCOPHILLIPS | $2.91亿 | 0.17% | 2,794,701 | 144,040 | 5.4% | $1,497.44万 | 加仓 |
| APP | APPLOVIN CORP-CLASS A | $2.89亿 | 0.16% | 560,422 | 10,084 | 1.8% | $519.56万 | 加仓 |
| DELL | DELL TECHNOLOGIES -C | $2.86亿 | 0.16% | 662,678 | -29,798 | -4.3% | -$1,285.66万 | 减仓 |
| LOW | LOWE'S COS INC | $2.77亿 | 0.16% | 1,256,427 | -62,606 | -4.7% | -$1,380.40万 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $2.77亿 | 0.16% | 1,378,727 | -66,343 | -4.6% | -$1,330.97万 | 减仓 |
| SBUX | STARBUCKS CORP | $2.68亿 | 0.15% | 2,622,136 | 16,675 | 0.6% | $170.40万 | 加仓 |
| SHW | SHERWIN-WILLIAMS CO/THE | $2.66亿 | 0.15% | 772,096 | -15,648 | -2.0% | -$538.79万 | 减仓 |
| PH | PARKER HANNIFIN CORP | $2.65亿 | 0.15% | 270,420 | 1,726 | 0.6% | $168.82万 | 加仓 |
| CMCSA | COMCAST CORP-CLASS A | $2.64亿 | 0.15% | 10,746,838 | -368,350 | -3.3% | -$904.30万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS NV | $2.60亿 | 0.15% | 926,548 | 15,010 | 1.6% | $421.83万 | 加仓 |
| SPGI | S&P GLOBAL INC | $2.60亿 | 0.15% | 673,795 | -6,352 | -0.9% | -$244.69万 | 减仓 |
| MDT | MEDTRONIC PLC | $2.57亿 | 0.15% | 3,291,183 | 247,756 | 8.1% | $1,938.20万 | 加仓 |
| PSA | PUBLIC STORAGE | $2.57亿 | 0.15% | 806,171 | -34,264 | -4.1% | -$1,090.66万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $2.55亿 | 0.15% | 501,453 | -4,354 | -0.9% | -$221.82万 | 减仓 |
| PWR | QUANTA SERVICES INC | $2.55亿 | 0.15% | 354,453 | 2,835 | 0.8% | $204.13万 | 加仓 |
| NU | NU HOLDINGS LTD/CAYMAN ISL-A | $2.53亿 | 0.14% | 18,961,365 | -18,164 | -0.1% | -$24.27万 | 减仓 |
| RBLX | ROBLOX CORP -CLASS A | $2.52亿 | 0.14% | 4,642,855 | 190,974 | 4.3% | $1,038.52万 | 加仓 |
| TRV | TRAVELERS COS INC/THE | $2.52亿 | 0.14% | 763,539 | -35,207 | -4.4% | -$1,162.25万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $2.48亿 | 0.14% | 505,034 | -536 | -0.1% | -$26.33万 | 减仓 |
| CMI | CUMMINS INC | $2.47亿 | 0.14% | 345,804 | -515 | -0.1% | -$36.73万 | 减仓 |
| NET | CLOUDFLARE INC - CLASS A | $2.45亿 | 0.14% | 997,856 | -76,541 | -7.1% | -$1,877.40万 | 减仓 |
| NEM | NEWMONT CORP | $2.44亿 | 0.14% | 2,609,277 | -193,625 | -6.9% | -$1,808.46万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $2.42亿 | 0.14% | 181,405 | 1,213 | 0.7% | $161.58万 | 加仓 |
| SO | SOUTHERN CO/THE | $2.39亿 | 0.14% | 2,492,383 | 52,894 | 2.2% | $506.25万 | 加仓 |
| MO | ALTRIA GROUP INC | $2.38亿 | 0.14% | 3,301,598 | -32,384 | -1.0% | -$233.00万 | 减仓 |
| TEM | TEMPUS AI INC-CL A | $2.37亿 | 0.14% | 4,089,029 | -237,284 | -5.5% | -$1,374.59万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.37亿 | 0.14% | 1,923,597 | 54,640 | 2.9% | $672.67万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $2.35亿 | 0.13% | 875,419 | 36,826 | 4.4% | $990.10万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $2.35亿 | 0.13% | 3,114,126 | -499,994 | -13.8% | -$3,775.45万 | 减仓 |
| SYK | STRYKER CORP | $2.33亿 | 0.13% | 741,205 | -33,071 | -4.3% | -$1,041.21万 | 减仓 |
| FTNT | FORTINET INC | $2.31亿 | 0.13% | 1,505,056 | -26,972 | -1.8% | -$414.34万 | 减仓 |
| MMM | 3M CO | $2.30亿 | 0.13% | 1,418,049 | -12,152 | -0.8% | -$196.75万 | 减仓 |
| DDOG | DATADOG INC - CLASS A | $2.29亿 | 0.13% | 878,522 | 4,425 | 0.5% | $115.21万 | 加仓 |
| NOW | SERVICENOW INC | $2.28亿 | 0.13% | 2,295,080 | -183,417 | -7.4% | -$1,820.96万 | 减仓 |
| TRMB | TRIMBLE INC | $2.28亿 | 0.13% | 4,448,468 | 691,865 | 18.4% | $3,540.97万 | 加仓 |
| DUK | DUKE ENERGY CORP | $2.22亿 | 0.13% | 1,756,974 | -1,112 | -0.1% | -$14.08万 | 减仓 |
| PNC | PNC FINANCIAL SERVICES GROUP | $2.22亿 | 0.13% | 900,026 | 16,439 | 1.9% | $404.76万 | 加仓 |
| ELV | ELEVANCE HEALTH INC | $2.21亿 | 0.13% | 571,339 | -31,581 | -5.2% | -$1,221.33万 | 减仓 |
| TMUS | T-MOBILE US INC | $2.19亿 | 0.13% | 1,306,802 | -16,368 | -1.2% | -$274.54万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING | $2.17亿 | 0.12% | 970,231 | 12,834 | 1.3% | $287.42万 | 加仓 |
| USB | US BANCORP | $2.16亿 | 0.12% | 3,575,730 | 177,385 | 5.2% | $1,071.41万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $2.16亿 | 0.12% | 711,937 | -91,993 | -11.4% | -$2,787.11万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $2.15亿 | 0.12% | 467,645 | -32,211 | -6.4% | -$1,478.90万 | 减仓 |
| ADBE | ADOBE INC | $2.14亿 | 0.12% | 1,044,546 | -25,339 | -2.4% | -$519.50万 | 减仓 |
| BNY | BANK OF NEW YORK MELLON CORP | $2.13亿 | 0.12% | 1,469,642 | -8,724 | -0.6% | -$126.16万 | 减仓 |
| DASH | DOORDASH INC - A | $2.12亿 | 0.12% | 1,150,747 | 7,955 | 0.7% | $146.79万 | 加仓 |
| CSX | CSX CORP | $2.11亿 | 0.12% | 4,447,672 | -91,316 | -2.0% | -$434.02万 | 减仓 |
| CI | THE CIGNA GROUP | $2.10亿 | 0.12% | 762,331 | 2,801 | 0.4% | $77.22万 | 加仓 |
| ADSK | AUTODESK INC | $2.10亿 | 0.12% | 1,080,436 | 47,993 | 4.6% | $933.08万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | $2.09亿 | 0.12% | 437,543 | 61,676 | 16.4% | $2,945.46万 | 加仓 |
| HON | HONEYWELL INTERNATIONAL INC | $2.09亿 | 0.12% | 932,853 | -859,086 | -47.9% | -$1.92亿 | 减仓 |
| MCK | MCKESSON CORP | $2.08亿 | 0.12% | 275,410 | -5,709 | -2.0% | -$431.37万 | 减仓 |
| SNOW | SNOWFLAKE INC | $2.06亿 | 0.12% | 807,987 | 99,663 | 14.1% | $2,536.42万 | 加仓 |
| XYZ | BLOCK INC | $2.05亿 | 0.12% | 2,700,336 | 75,802 | 2.9% | $576.10万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2.04亿 | 0.12% | 273,030 | 32,497 | 13.5% | $2,433.67万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $2.03亿 | 0.12% | 3,228,658 | -155,894 | -4.6% | -$980.42万 | 减仓 |
| UPS | UNITED PARCEL SERVICE-CL B | $2.01亿 | 0.12% | 1,873,090 | 92,393 | 5.2% | $993.22万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $2.00亿 | 0.11% | 3,185,726 | 267,962 | 9.2% | $1,678.25万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $1.99亿 | 0.11% | 892,621 | -2,548 | -0.3% | -$56.79万 | 减仓 |
| CME | CME GROUP INC | $1.98亿 | 0.11% | 896,534 | 9,420 | 1.1% | $208.02万 | 加仓 |
| WMB | WILLIAMS COS INC | $1.98亿 | 0.11% | 2,659,566 | -6,511 | -0.2% | -$48.40万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1.98亿 | 0.11% | 557,713 | -15,677 | -2.7% | -$555.34万 | 减仓 |
| EOG | EOG RESOURCES INC | $1.94亿 | 0.11% | 1,494,726 | 121,240 | 8.8% | $1,572.85万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.91亿 | 0.11% | 1,309,521 | 5,652 | 0.4% | $82.58万 | 加仓 |
| TOST | TOAST INC-CLASS A | $1.91亿 | 0.11% | 6,861,646 | 2,013 | 0.0% | $5.60万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1.90亿 | 0.11% | 1,162,978 | -57,600 | -4.7% | -$942.16万 | 减仓 |
| AEP | AMERICAN ELECTRIC POWER | $1.90亿 | 0.11% | 1,388,960 | 22,192 | 1.6% | $303.61万 | 加仓 |
| MAR | MARRIOTT INTERNATIONAL -CL A | $1.88亿 | 0.11% | 507,888 | -15,698 | -3.0% | -$581.75万 | 减仓 |
| ORLY | O'REILLY AUTOMOTIVE INC | $1.87亿 | 0.11% | 2,033,477 | 115 | 0.0% | $1.06万 | 加仓 |
| ACN | ACCENTURE PLC-CL A | $1.87亿 | 0.11% | 1,500,097 | 120,058 | 8.7% | $1,494.00万 | 加仓 |
| CEG | CONSTELLATION ENERGY | $1.86亿 | 0.11% | 747,179 | 21,896 | 3.0% | $543.83万 | 加仓 |
| BX | BLACKSTONE INC | $1.85亿 | 0.11% | 1,575,095 | -38,399 | -2.4% | -$451.84万 | 减仓 |
| ABNB | AIRBNB INC-CLASS A | $1.84亿 | 0.11% | 1,285,830 | -13,094 | -1.0% | -$187.38万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS | $1.83亿 | 0.10% | 1,100,656 | 6,459 | 0.6% | $107.65万 | 加仓 |
| VTR | VENTAS INC | $1.82亿 | 0.10% | 2,051,159 | -224,728 | -9.9% | -$1,995.58万 | 减仓 |
| INTU | INTUIT INC | $1.82亿 | 0.10% | 697,416 | 26,169 | 3.9% | $683.01万 | 加仓 |
| BE | BLOOM ENERGY CORP- A | $1.80亿 | 0.10% | 593,063 | 75,777 | 14.6% | $2,293.77万 | 加仓 |
| O | REALTY INCOME CORP | $1.79亿 | 0.10% | 2,890,238 | -78,050 | -2.6% | -$483.60万 | 减仓 |
| SLB | SLB LTD | $1.78亿 | 0.10% | 3,826,613 | -60,935 | -1.6% | -$283.29万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.76亿 | 0.10% | 282,199 | 8,530 | 3.1% | $531.88万 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC-A | $1.75亿 | 0.10% | 3,031,848 | -307,631 | -9.2% | -$1,779.34万 | 减仓 |
| CIEN | CIENA CORP | $1.75亿 | 0.10% | 357,440 | 35,615 | 11.1% | $1,747.13万 | 加仓 |
| DLR | DIGITAL REALTY TRUST INC | $1.75亿 | 0.10% | 975,829 | -29,049 | -2.9% | -$521.66万 | 减仓 |
| NTRA | NATERA INC | $1.75亿 | 0.10% | 643,643 | -48,725 | -7.0% | -$1,322.64万 | 减仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $1.74亿 | 0.10% | 549,322 | 4,709 | 0.9% | $149.52万 | 加仓 |
| CRWV | COREWEAVE INC-CL A | $1.73亿 | 0.10% | 1,733,781 | 106,911 | 6.6% | $1,064.19万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP | $1.72亿 | 0.10% | 1,790,960 | -126,988 | -6.6% | -$1,220.61万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.71亿 | 0.10% | 589,174 | 7,986 | 1.4% | $232.07万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1.71亿 | 0.10% | 1,706,135 | -20,976 | -1.2% | -$209.91万 | 减仓 |
| FIX | COMFORT SYSTEMS USA INC | $1.69亿 | 0.10% | 85,034 | 2,861 | 3.5% | $567.04万 | 加仓 |
| CL | COLGATE-PALMOLIVE CO | $1.68亿 | 0.10% | 1,829,308 | 14,515 | 0.8% | $133.07万 | 加仓 |
| ITW | ILLINOIS TOOL WORKS | $1.67亿 | 0.10% | 618,983 | -9,835 | -1.6% | -$266.01万 | 减仓 |
| ILMN | ILLUMINA INC | $1.67亿 | 0.10% | 950,071 | -85,832 | -8.3% | -$1,509.18万 | 减仓 |
| CRH | CRH PLC | $1.67亿 | 0.10% | 1,557,331 | 13,048 | 0.8% | $139.61万 | 加仓 |