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 |
|---|---|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | $1.66亿 | 0.10% | 639,115 | -12,325 | -1.9% | -$320.99万 | 减仓 |
| ROST | ROSS STORES INC | $1.64亿 | 0.09% | 772,326 | 33,026 | 4.5% | $702.96万 | 加仓 |
| FDX | FEDEX CORP | $1.64亿 | 0.09% | 524,887 | -25,608 | -4.7% | -$801.86万 | 减仓 |
| GM | GENERAL MOTORS CO | $1.63亿 | 0.09% | 2,110,263 | -54,807 | -2.5% | -$422.45万 | 减仓 |
| HLT | HILTON WORLDWIDE HOLDINGS IN | $1.62亿 | 0.09% | 490,435 | -7,342 | -1.5% | -$242.62万 | 减仓 |
| MPC | MARATHON PETROLEUM CORP | $1.62亿 | 0.09% | 632,538 | -11,277 | -1.8% | -$288.32万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORP-CL A | $1.61亿 | 0.09% | 611,363 | -67,827 | -10.0% | -$1,785.61万 | 减仓 |
| TXG | 10X GENOMICS INC-CLASS A | $1.61亿 | 0.09% | 4,194,627 | -915,587 | -17.9% | -$3,510.36万 | 减仓 |
| IQV | IQVIA HOLDINGS INC | $1.61亿 | 0.09% | 831,826 | -394,025 | -32.1% | -$7,613.35万 | 减仓 |
| CGNX | COGNEX CORP | $1.60亿 | 0.09% | 2,215,361 | 805,210 | 57.1% | $5,831.33万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $1.60亿 | 0.09% | 1,362,115 | 11,787 | 0.9% | $138.29万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.59亿 | 0.09% | 383,180 | -1,510 | -0.4% | -$62.71万 | 减仓 |
| RKLB | ROCKET LAB CORP | $1.58亿 | 0.09% | 1,557,127 | 39,826 | 2.6% | $404.83万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1.57亿 | 0.09% | 308,757 | -3,358 | -1.1% | -$171.03万 | 减仓 |
| ECL | ECOLAB INC | $1.57亿 | 0.09% | 563,279 | -8,768 | -1.5% | -$244.29万 | 减仓 |
| NSC | NORFOLK SOUTHERN CORP | $1.57亿 | 0.09% | 498,289 | -5,753 | -1.1% | -$180.98万 | 减仓 |
| ALAB | ASTERA LABS INC | $1.56亿 | 0.09% | 322,919 | 29,066 | 9.9% | $1,403.95万 | 加仓 |
| LITE | LUMENTUM HOLDINGS INC | $1.55亿 | 0.09% | 180,254 | 39,279 | 27.9% | $3,370.37万 | 加仓 |
| URI | UNITED RENTALS INC | $1.54亿 | 0.09% | 136,097 | -7,789 | -5.4% | -$882.41万 | 减仓 |
| CW | CURTISS-WRIGHT CORP | $1.53亿 | 0.09% | 202,262 | -1,225 | -0.6% | -$92.83万 | 减仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $1.53亿 | 0.09% | 110,819 | -3,645 | -3.2% | -$503.87万 | 减仓 |
| TGT | TARGET CORP | $1.52亿 | 0.09% | 1,160,377 | -71,857 | -5.8% | -$938.52万 | 减仓 |
| CTVA | CORTEVA INC | $1.51亿 | 0.09% | 1,785,268 | -81,769 | -4.4% | -$692.50万 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $1.51亿 | 0.09% | 514,900 | -25,157 | -4.7% | -$737.55万 | 减仓 |
| AON | AON PLC-CLASS A | $1.50亿 | 0.09% | 453,213 | 5,912 | 1.3% | $196.10万 | 加仓 |
| MCO | MOODY'S CORP | $1.49亿 | 0.09% | 329,301 | -15,741 | -4.6% | -$712.94万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.46亿 | 0.08% | 3,427,875 | 5,062 | 0.1% | $21.60万 | 加仓 |
| PCAR | PACCAR INC | $1.46亿 | 0.08% | 1,216,805 | -113,246 | -8.5% | -$1,360.31万 | 减仓 |
| TECH | BIO-TECHNE CORP | $1.46亿 | 0.08% | 2,067,324 | 13,030 | 0.6% | $92.06万 | 加仓 |
| PSX | PHILLIPS 66 | $1.44亿 | 0.08% | 853,719 | -8,422 | -1.0% | -$142.37万 | 减仓 |
| CTAS | CINTAS CORP | $1.43亿 | 0.08% | 842,677 | -29,852 | -3.4% | -$507.72万 | 减仓 |
| NBIS | NEBIUS GROUP NV | $1.43亿 | 0.08% | 516,134 | -1,183 | -0.2% | -$32.67万 | 减仓 |
| ALL | ALLSTATE CORP | $1.42亿 | 0.08% | 595,342 | -14,835 | -2.4% | -$352.98万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE | $1.41亿 | 0.08% | 3,123,671 | 133,384 | 4.5% | $601.70万 | 加仓 |
| SNDK | SANDISK CORP | $1.41亿 | 0.08% | 61,875 | 21,439 | 53.0% | $4,874.65万 | 加仓 |
| BKR | BAKER HUGHES CO | $1.40亿 | 0.08% | 2,525,826 | -52,247 | -2.0% | -$289.97万 | 减仓 |
| TFC | TRUIST FINANCIAL CORP | $1.38亿 | 0.08% | 2,773,255 | -88,357 | -3.1% | -$440.19万 | 减仓 |
| GWW | WW GRAINGER INC | $1.37亿 | 0.08% | 100,989 | -4,562 | -4.3% | -$620.61万 | 减仓 |
| — | AVALONBAY COMMUNITIES INC | $1.37亿 | 0.08% | 727,094 | 2,814 | 0.4% | $53.10万 | 加仓 |
| VST | VISTRA CORP | $1.36亿 | 0.08% | 860,067 | 55,745 | 6.9% | $884.28万 | 加仓 |
| KMI | KINDER MORGAN INC | $1.36亿 | 0.08% | 4,252,470 | -209,808 | -4.7% | -$670.76万 | 减仓 |
| D | DOMINION ENERGY INC | $1.34亿 | 0.08% | 1,957,830 | 58,022 | 3.1% | $396.23万 | 加仓 |
| SRE | SEMPRA | $1.33亿 | 0.08% | 1,437,596 | 11,897 | 0.8% | $110.30万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1.33亿 | 0.08% | 340,596 | -11,301 | -3.2% | -$440.61万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $1.33亿 | 0.08% | 558,612 | -10,592 | -1.9% | -$251.62万 | 减仓 |
| FAST | FASTENAL CO | $1.33亿 | 0.08% | 2,759,409 | -61,680 | -2.2% | -$296.25万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $1.32亿 | 0.08% | 378,156 | 808 | 0.2% | $28.29万 | 加仓 |
| AFL | AFLAC INC | $1.32亿 | 0.08% | 1,127,527 | -79,699 | -6.6% | -$934.47万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $1.30亿 | 0.07% | 646,722 | 2,457 | 0.4% | $49.54万 | 加仓 |
| AJG | ARTHUR J GALLAGHER & CO | $1.27亿 | 0.07% | 555,071 | -32,740 | -5.6% | -$751.61万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1.27亿 | 0.07% | 4,776,416 | -46,021 | -1.0% | -$122.69万 | 减仓 |
| USFD | US FOODS HOLDING CORP | $1.27亿 | 0.07% | 1,239,100 | -4,356 | -0.4% | -$44.54万 | 减仓 |
| FLEX | FLEX LTD | $1.26亿 | 0.07% | 776,475 | 7,467 | 1.0% | $121.02万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $1.25亿 | 0.07% | 1,841,442 | -193,031 | -9.5% | -$1,311.26万 | 减仓 |
| F | FORD MOTOR CO | $1.24亿 | 0.07% | 8,911,916 | -228,012 | -2.5% | -$316.94万 | 减仓 |
| XEL | XCEL ENERGY INC | $1.22亿 | 0.07% | 1,515,264 | 69,460 | 4.8% | $557.76万 | 加仓 |
| VICI | VICI PROPERTIES INC | $1.21亿 | 0.07% | 4,562,420 | 164,898 | 3.7% | $437.80万 | 加仓 |
| TRGP | TARGA RESOURCES CORP | $1.21亿 | 0.07% | 451,115 | -9,325 | -2.0% | -$250.04万 | 减仓 |
| AME | AMETEK INC | $1.21亿 | 0.07% | 499,310 | 606 | 0.1% | $14.66万 | 加仓 |
| AZO | AUTOZONE INC | $1.21亿 | 0.07% | 37,779 | -182 | -0.5% | -$58.17万 | 减仓 |
| KKR | KKR & CO INC | $1.20亿 | 0.07% | 1,307,078 | -12,838 | -1.0% | -$117.83万 | 减仓 |
| NUE | NUCOR CORP | $1.20亿 | 0.07% | 538,555 | -18,387 | -3.3% | -$409.57万 | 减仓 |
| OKE | ONEOK INC | $1.20亿 | 0.07% | 1,376,110 | 451 | 0.0% | $3.92万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $1.19亿 | 0.07% | 2,107,714 | 203,875 | 10.7% | $1,149.24万 | 加仓 |
| CARR | CARRIER GLOBAL CORP | $1.19亿 | 0.07% | 1,616,597 | -12,121 | -0.7% | -$88.91万 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $1.19亿 | 0.07% | 3,455,043 | -370,542 | -9.7% | -$1,271.70万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $1.16亿 | 0.07% | 1,273,212 | 238 | 0.0% | $2.17万 | 加仓 |
| NKE | NIKE INC -CL B | $1.14亿 | 0.07% | 2,781,760 | 13,955 | 0.5% | $57.29万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1.14亿 | 0.07% | 1,258,958 | -8,425 | -0.7% | -$76.21万 | 减仓 |
| SE | SEA LTD-ADR | $1.14亿 | 0.07% | 1,188,363 | 75,853 | 6.8% | $726.90万 | 加仓 |
| IRM | IRON MOUNTAIN INC | $1.13亿 | 0.06% | 896,560 | -37,162 | -4.0% | -$469.39万 | 减仓 |
| EXC | EXELON CORP | $1.13亿 | 0.06% | 2,425,441 | -103,802 | -4.1% | -$483.92万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $1.11亿 | 0.06% | 3,405,911 | -70,518 | -2.0% | -$230.81万 | 减仓 |
| — | ELECTRONIC ARTS INC | $1.11亿 | 0.06% | 542,102 | -21,628 | -3.8% | -$443.46万 | 减仓 |
| ETR | ENTERGY CORP | $1.10亿 | 0.06% | 961,963 | 27,364 | 2.9% | $314.30万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $1.09亿 | 0.06% | 987,770 | 46,153 | 4.9% | $510.59万 | 加仓 |
| ADM | ARCHER-DANIELS-MIDLAND CO | $1.08亿 | 0.06% | 1,408,221 | 251,222 | 21.7% | $1,919.34万 | 加仓 |
| APO | APOLLO GLOBAL MANAGEMENT INC | $1.07亿 | 0.06% | 907,330 | -11,106 | -1.2% | -$131.40万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1.07亿 | 0.06% | 449,044 | -7,936 | -1.7% | -$189.68万 | 减仓 |
| YUM | YUM! BRANDS INC | $1.07亿 | 0.06% | 669,021 | 2,804 | 0.4% | $44.82万 | 加仓 |
| BDX | BECTON DICKINSON AND CO | $1.07亿 | 0.06% | 706,113 | 69,743 | 11.0% | $1,055.42万 | 加仓 |
| PDD | PDD HOLDINGS INC | $1.06亿 | 0.06% | 1,389,751 | -312,415 | -18.4% | -$2,383.10万 | 减仓 |
| MET | METLIFE INC | $1.05亿 | 0.06% | 1,243,782 | -94,879 | -7.1% | -$802.77万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.05亿 | 0.06% | 442,931 | -473 | -0.1% | -$11.23万 | 减仓 |
| DVN | DEVON ENERGY CORP | $1.05亿 | 0.06% | 2,542,223 | 847,946 | 50.0% | $3,503.71万 | 加仓 |
| EBAY | EBAY INC | $1.04亿 | 0.06% | 934,465 | -32,377 | -3.3% | -$361.81万 | 减仓 |
| DHI | DR HORTON INC | $1.04亿 | 0.06% | 640,492 | -18,097 | -2.7% | -$294.76万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.04亿 | 0.06% | 3,050,407 | -13,269 | -0.4% | -$45.11万 | 减仓 |
| STT | STATE STREET CORP | $1.04亿 | 0.06% | 610,375 | -43,862 | -6.7% | -$743.90万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWRE | $1.03亿 | 0.06% | 413,886 | -38,119 | -8.4% | -$952.90万 | 减仓 |
| RSG | REPUBLIC SERVICES INC | $1.03亿 | 0.06% | 485,167 | -37,453 | -7.2% | -$798.05万 | 减仓 |
| IDXX | IDEXX LABORATORIES INC | $1.03亿 | 0.06% | 196,296 | -1,575 | -0.8% | -$82.91万 | 减仓 |
| PYPL | PAYPAL HOLDINGS INC | $1.03亿 | 0.06% | 2,388,646 | -149,227 | -5.9% | -$644.36万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $1.03亿 | 0.06% | 1,000,344 | -495,755 | -33.1% | -$5,100.33万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1.02亿 | 0.06% | 5,684,422 | -5,004 | -0.1% | -$8.97万 | 减仓 |
| WAB | WABTEC CORP | $1.02亿 | 0.06% | 377,797 | 2,126 | 0.6% | $57.32万 | 加仓 |
| HUM | HUMANA INC | $1.01亿 | 0.06% | 255,437 | -69,336 | -21.3% | -$2,754.16万 | 减仓 |
| AIG | AMERICAN INTERNATIONAL GROUP | $1.01亿 | 0.06% | 1,353,798 | 103,943 | 8.3% | $774.69万 | 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 |
| AXON | AXON ENTERPRISE INC | $1.01亿 | 0.06% | 179,502 | 2,133 | 1.2% | $119.58万 | 加仓 |