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 |
|---|---|---|---|---|---|---|---|---|
| SYY | SYSCO CORP | $1.00亿 | 0.06% | 1,196,824 | -35,215 | -2.9% | -$294.33万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $9,858.30万 | 0.06% | 707,957 | 34,349 | 5.1% | $478.31万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE | $9,824.70万 | 0.06% | 992,594 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $9,818.88万 | 0.06% | 1,491,778 | 42,928 | 3.0% | $282.55万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $9,794.88万 | 0.06% | 325,379 | 10,962 | 3.5% | $329.99万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE | $9,794.35万 | 0.06% | 452,186 | 13,551 | 3.1% | $293.51万 | 加仓 |
| GRMN | GARMIN LTD | $9,766.48万 | 0.06% | 411,151 | -7,409 | -1.8% | -$175.99万 | 减仓 |
| AMP | AMERIPRISE FINANCIAL INC | $9,733.83万 | 0.06% | 212,177 | 1,958 | 0.9% | $89.83万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $9,684.85万 | 0.06% | 356,126 | 29,534 | 9.0% | $803.18万 | 加仓 |
| KVUE | KENVUE INC | $9,668.46万 | 0.06% | 5,059,373 | 185,564 | 3.8% | $354.61万 | 加仓 |
| BLSH | BULLISH | $9,496.21万 | 0.05% | 4,053,013 | 219,127 | 5.7% | $513.41万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $9,403.78万 | 0.05% | 930,330 | 982 | 0.1% | $9.93万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $9,384.88万 | 0.05% | 1,720,734 | -133,141 | -7.2% | -$726.15万 | 减仓 |
| MTB | M & T BANK CORP | $9,362.10万 | 0.05% | 393,349 | -27,728 | -6.6% | -$659.95万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $9,282.48万 | 0.05% | 274,313 | -6,877 | -2.4% | -$232.71万 | 减仓 |
| PTC | PTC INC | $9,154.80万 | 0.05% | 805,809 | 14,280 | 1.8% | $162.24万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $9,130.27万 | 0.05% | 5,149,618 | 62,247 | 1.2% | $110.36万 | 加仓 |
| ACGL | ARCH CAPITAL GROUP LTD | $9,068.14万 | 0.05% | 934,282 | -23,364 | -2.4% | -$226.77万 | 减仓 |
| PLMR | PALOMAR HOLDINGS INC | $9,013.21万 | 0.05% | 713,127 | -3,208 | -0.4% | -$40.55万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $8,991.21万 | 0.05% | 769,993 | -10,230 | -1.3% | -$119.46万 | 减仓 |
| GLPI | GAMING AND LEISURE PROPERTIE | $8,843.95万 | 0.05% | 1,986,066 | 13,051 | 0.7% | $58.12万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $8,841.39万 | 0.05% | 608,492 | -17,927 | -2.9% | -$260.48万 | 减仓 |
| KR | KROGER CO | $8,814.99万 | 0.05% | 1,587,429 | 140,519 | 9.7% | $780.30万 | 加仓 |
| PCG | P G & E CORP | $8,751.92万 | 0.05% | 5,203,279 | -1,948 | -0.0% | -$3.28万 | 减仓 |
| PEG | PUBLIC SERVICE ENTERPRISE GP | $8,744.45万 | 0.05% | 1,077,434 | 25,831 | 2.5% | $209.64万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $8,742.19万 | 0.05% | 659,688 | -19,153 | -2.8% | -$253.82万 | 减仓 |
| SPY | SS SPDR S&P 500 ETF TRUST-US | $8,676.35万 | 0.05% | 116,185 | 60,185 | 107.5% | $4,494.44万 | 重新持有 |
| CBRE | CBRE GROUP INC - A | $8,672.14万 | 0.05% | 643,859 | -65,468 | -9.2% | -$881.79万 | 减仓 |
| ROKU | ROKU INC | $8,661.16万 | 0.05% | 626,984 | -1,247,385 | -66.5% | -$1.72亿 | 减仓 |
| JBL | JABIL INC | $8,554.03万 | 0.05% | 221,906 | -9,636 | -4.2% | -$371.45万 | 减仓 |
| MSCI | MSCI INC | $8,544.81万 | 0.05% | 152,575 | -4,674 | -3.0% | -$261.76万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $8,446.40万 | 0.05% | 769,463 | -20,390 | -2.6% | -$223.82万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $8,311.84万 | 0.05% | 124,634 | -4,076 | -3.2% | -$271.83万 | 减仓 |
| PRU | PRUDENTIAL FINANCIAL INC | $8,229.59万 | 0.05% | 762,493 | -4,013 | -0.5% | -$43.31万 | 减仓 |
| VMC | VULCAN MATERIALS CO | $8,213.79万 | 0.05% | 278,424 | -3,264 | -1.2% | -$96.29万 | 减仓 |
| OXY | OCCIDENTAL PETROLEUM CORP | $8,190.57万 | 0.05% | 1,686,344 | 1,175 | 0.1% | $5.71万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $8,174.12万 | 0.05% | 615,382 | -128 | -0.0% | -$1.70万 | 减仓 |
| EME | EMCOR GROUP INC | $8,154.23万 | 0.05% | 98,258 | -7,506 | -7.1% | -$622.91万 | 减仓 |
| FROG | JFROG LTD | $8,132.70万 | 0.05% | 894,883 | -697,503 | -43.8% | -$6,338.91万 | 减仓 |
| PAYX | PAYCHEX INC | $8,051.48万 | 0.05% | 818,822 | -40,858 | -4.8% | -$401.76万 | 减仓 |
| WAT | WATERS CORP | $8,031.29万 | 0.05% | 214,145 | -9,179 | -4.1% | -$344.25万 | 减仓 |
| ON | ON SEMICONDUCTOR | $8,002.96万 | 0.05% | 846,516 | -20,689 | -2.4% | -$195.59万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $7,978.16万 | 0.05% | 453,872 | -71,595 | -13.6% | -$1,258.50万 | 减仓 |
| NDAQ | NASDAQ INC | $7,947.96万 | 0.05% | 1,008,368 | -11,499 | -1.1% | -$90.64万 | 减仓 |
| CFG | CITIZENS FINANCIAL GROUP | $7,943.37万 | 0.05% | 1,133,634 | 135,108 | 13.5% | $946.70万 | 加仓 |
| — | TEVA PHARMACEUTICAL-SP ADR | $7,929.47万 | 0.05% | 2,340,457 | 166,618 | 7.7% | $564.50万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GRO-CL A | $7,703.83万 | 0.04% | 885,091 | -50,289 | -5.4% | -$437.72万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $7,689.60万 | 0.04% | 2,691,493 | 2,691,493 | — | $7,689.60万 | 新建仓 |
| PPG | PPG INDUSTRIES INC | $7,610.29万 | 0.04% | 627,446 | 7,527 | 1.2% | $91.29万 | 加仓 |
| BIIB | BIOGEN INC | $7,489.01万 | 0.04% | 346,617 | -9,674 | -2.7% | -$209.02万 | 减仓 |
| MLM | MARTIN MARIETTA MATERIALS | $7,461.92万 | 0.04% | 129,390 | 1,510 | 1.2% | $87.08万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGY | $7,456.80万 | 0.04% | 1,164,943 | 12,743 | 1.1% | $81.57万 | 加仓 |
| P | EVERPURE INC-A | $7,451.88万 | 0.04% | 945,790 | -828,483 | -46.7% | -$6,527.62万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $7,408.44万 | 0.04% | 453,643 | 8,652 | 1.9% | $141.30万 | 加仓 |
| AEE | AMEREN CORPORATION | $7,371.90万 | 0.04% | 652,150 | 4,031 | 0.6% | $45.57万 | 加仓 |
| ZTS | ZOETIS INC | $7,330.09万 | 0.04% | 1,020,052 | 56,279 | 5.8% | $404.42万 | 加仓 |
| DOV | DOVER CORP | $7,263.08万 | 0.04% | 323,840 | -10,927 | -3.3% | -$245.07万 | 减仓 |
| IR | INGERSOLL-RAND INC | $7,207.04万 | 0.04% | 879,014 | -5,771 | -0.7% | -$47.32万 | 减仓 |
| HDB | HDFC BANK LTD-ADR | $7,175.04万 | 0.04% | 2,777,795 | 80,586 | 3.0% | $208.15万 | 加仓 |
| ADC | AGREE REALTY CORP | $7,125.74万 | 0.04% | 940,816 | 159,224 | 20.4% | $1,205.96万 | 加仓 |
| KTOS | KRATOS DEFENSE & SECURITY | $7,107.59万 | 0.04% | 1,425,509 | 281,172 | 24.6% | $1,401.92万 | 加仓 |
| EIX | EDISON INTERNATIONAL | $7,067.13万 | 0.04% | 949,245 | -6,037 | -0.6% | -$44.95万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $7,053.49万 | 0.04% | 307,395 | -6,936 | -2.2% | -$159.15万 | 减仓 |
| REXR | REXFORD INDUSTRIAL REALTY IN | $7,004.45万 | 0.04% | 2,090,881 | 834,986 | 66.5% | $2,797.20万 | 加仓 |
| CNC | CENTENE CORP | $6,932.88万 | 0.04% | 1,080,056 | -13,670 | -1.2% | -$87.75万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT- A | $6,931.44万 | 0.04% | 2,067,851 | -160,641 | -7.2% | -$538.47万 | 减仓 |
| EQT | EQT CORP | $6,925.78万 | 0.04% | 1,302,573 | -37,013 | -2.8% | -$196.80万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $6,918.38万 | 0.04% | 401,601 | 6,912 | 1.8% | $119.07万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $6,915.88万 | 0.04% | 854,973 | -5,564 | -0.6% | -$45.01万 | 减仓 |
| TROW | T ROWE PRICE GROUP INC | $6,898.29万 | 0.04% | 606,763 | -2,914 | -0.5% | -$33.13万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $6,890.72万 | 0.04% | 269,295 | -12,765 | -4.5% | -$326.63万 | 减仓 |
| NTAP | NETAPP INC | $6,830.81万 | 0.04% | 441,381 | -14,983 | -3.3% | -$231.88万 | 减仓 |
| DTE | DTE ENERGY COMPANY | $6,807.11万 | 0.04% | 446,749 | 2,654 | 0.6% | $40.44万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC - A | $6,787.00万 | 0.04% | 307,104 | 307,104 | — | $6,787.00万 | 新建仓 |
| RMD | RESMED INC | $6,778.65万 | 0.04% | 347,837 | 2,217 | 0.6% | $43.20万 | 加仓 |
| INVH | INVITATION HOMES INC | $6,770.04万 | 0.04% | 2,240,992 | -160,242 | -6.7% | -$484.09万 | 减仓 |
| MBB | ISHARES MBS ETF | $6,745.94万 | 0.04% | 713,705 | 28,115 | 4.1% | $265.74万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $6,710.23万 | 0.04% | 3,439,381 | 230,781 | 7.2% | $450.25万 | 加仓 |
| HAL | HALLIBURTON CO | $6,689.55万 | 0.04% | 1,970,413 | -145,644 | -6.9% | -$494.46万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC- CL A | $6,660.80万 | 0.04% | 1,187,943 | -85,762 | -6.7% | -$480.87万 | 减仓 |
| NTRS | NORTHERN TRUST CORP | $6,642.24万 | 0.04% | 382,089 | -17,762 | -4.4% | -$308.77万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $6,593.22万 | 0.04% | 866,958 | -80,046 | -8.5% | -$608.75万 | 减仓 |
| CINF | CINCINNATI FINANCIAL CORP | $6,588.69万 | 0.04% | 355,876 | -4,433 | -1.2% | -$82.07万 | 减仓 |
| ES | EVERSOURCE ENERGY | $6,571.28万 | 0.04% | 909,268 | 7,207 | 0.8% | $52.08万 | 加仓 |
| RF | REGIONS FINANCIAL CORP | $6,569.05万 | 0.04% | 2,175,182 | -213,580 | -8.9% | -$645.01万 | 减仓 |
| PHM | PULTEGROUP INC | $6,562.00万 | 0.04% | 478,245 | -7,183 | -1.5% | -$98.56万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $6,555.44万 | 0.04% | 296,519 | 296,519 | — | $6,555.44万 | 新建仓 |
| DXCM | DEXCOM INC | $6,447.86万 | 0.04% | 957,366 | 48,430 | 5.3% | $326.18万 | 加仓 |
| HSY | HERSHEY CO/THE | $6,339.27万 | 0.04% | 361,315 | 23,545 | 7.0% | $413.10万 | 加仓 |
| XYL | XYLEM INC | $6,326.58万 | 0.04% | 535,198 | -3,663 | -0.7% | -$43.30万 | 减仓 |
| NRG | NRG ENERGY INC | $6,325.90万 | 0.04% | 433,103 | -29,745 | -6.4% | -$434.46万 | 减仓 |
| TWLO | TWILIO INC - A | $6,314.11万 | 0.04% | 306,020 | -6,039 | -1.9% | -$124.60万 | 减仓 |
| ESS | ESSEX PROPERTY TRUST INC | $6,297.29万 | 0.04% | 215,964 | -7,792 | -3.5% | -$227.21万 | 减仓 |
| FTI | TECHNIPFMC PLC | $6,263.46万 | 0.04% | 944,715 | 758,456 | 407.2% | $5,028.56万 | 加仓 |
| BAP | CREDICORP LTD | $6,258.21万 | 0.04% | 160,640 | -3,703 | -2.3% | -$144.26万 | 减仓 |
| RJF | RAYMOND JAMES FINANCIAL INC | $6,252.17万 | 0.04% | 411,246 | -19,342 | -4.5% | -$294.06万 | 减仓 |
| FCPT | FOUR CORNERS PROPERTY TRUST | $6,239.14万 | 0.04% | 2,541,403 | 195,976 | 8.4% | $481.12万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $6,215.26万 | 0.04% | 1,411,275 | -4,926 | -0.3% | -$21.69万 | 减仓 |
| FICO | FAIR ISAAC CORP | $6,169.49万 | 0.04% | 51,637 | -334 | -0.6% | -$39.91万 | 减仓 |
| HUBB | HUBBELL INC | $6,136.30万 | 0.04% | 117,284 | 2,479 | 2.2% | $129.70万 | 加仓 |