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 |
|---|---|---|---|---|---|---|---|---|
| WDAY | WORKDAY INC-CLASS A | $6,134.10万 | 0.04% | 501,070 | -9,768 | -1.9% | -$119.58万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $6,109.01万 | 0.03% | 333,625 | -10,093 | -2.9% | -$184.81万 | 减仓 |
| CCI | CROWN CASTLE INC | $6,090.37万 | 0.03% | 804,222 | -25,505 | -3.1% | -$193.15万 | 减仓 |
| CASY | CASEY'S GENERAL STORES INC | $6,084.67万 | 0.03% | 76,557 | 7,482 | 10.8% | $594.66万 | 加仓 |
| CBOE | CBOE GLOBAL MARKETS INC | $6,079.47万 | 0.03% | 250,524 | -9,720 | -3.7% | -$235.88万 | 减仓 |
| GH | GUARDANT HEALTH INC | $6,073.45万 | 0.03% | 404,816 | -78,951 | -16.3% | -$1,184.50万 | 减仓 |
| WST | WEST PHARMACEUTICAL SERVICES | $6,034.07万 | 0.03% | 168,080 | -4,700 | -2.7% | -$168.73万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $6,009.62万 | 0.03% | 620,316 | -12,726 | -2.0% | -$123.29万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES 1 | $6,002.18万 | 0.03% | 81,507 | 65,016 | 394.3% | $4,787.78万 | 加仓 |
| WSM | WILLIAMS-SONOMA INC | $5,993.14万 | 0.03% | 257,106 | -3,214 | -1.2% | -$74.92万 | 减仓 |
| VEEV | VEEVA SYSTEMS INC-CLASS A | $5,984.13万 | 0.03% | 337,191 | -12,918 | -3.7% | -$229.26万 | 减仓 |
| TPR | TAPESTRY INC | $5,976.43万 | 0.03% | 408,282 | -4,074 | -1.0% | -$59.64万 | 减仓 |
| FISV | FISERV INC | $5,961.11万 | 0.03% | 1,215,313 | -12,130 | -1.0% | -$59.50万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $5,954.80万 | 0.03% | 923,941 | 156,089 | 20.3% | $1,005.99万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHNOLOGI | $5,925.71万 | 0.03% | 4,452,071 | -455,104 | -9.3% | -$605.74万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $5,914.63万 | 0.03% | 826,066 | -6,066 | -0.7% | -$43.43万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $5,898.48万 | 0.03% | 210,660 | 32,844 | 18.5% | $919.63万 | 加仓 |
| CUBE | CUBESMART | $5,835.19万 | 0.03% | 1,467,234 | 164,078 | 12.6% | $652.54万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $5,788.38万 | 0.03% | 355,159 | 13,203 | 3.9% | $215.18万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC | $5,786.37万 | 0.03% | 221,386 | -47 | -0.0% | -$1.23万 | 减仓 |
| CPRT | COPART INC | $5,778.25万 | 0.03% | 2,049,752 | -81,101 | -3.8% | -$228.62万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $5,736.39万 | 0.03% | 306,300 | 35,328 | 13.0% | $661.62万 | 加仓 |
| PPL | PPL CORP | $5,735.91万 | 0.03% | 1,577,966 | 8,446 | 0.5% | $30.70万 | 加仓 |
| UDR | UDR INC | $5,696.28万 | 0.03% | 1,426,925 | -729,944 | -33.8% | -$2,913.94万 | 减仓 |
| REG | REGENCY CENTERS CORP | $5,660.54万 | 0.03% | 709,875 | 225,184 | 46.5% | $1,795.62万 | 加仓 |
| DLTR | DOLLAR TREE INC | $5,636.31万 | 0.03% | 466,003 | -4,352 | -0.9% | -$52.64万 | 减仓 |
| FFIV | F5 INC | $5,600.98万 | 0.03% | 134,652 | -1,386 | -1.0% | -$57.65万 | 减仓 |
| MTD | METTLER-TOLEDO INTERNATIONAL | $5,570.71万 | 0.03% | 43,606 | -324 | -0.7% | -$41.39万 | 减仓 |
| OMC | OMNICOM GROUP | $5,543.86万 | 0.03% | 761,205 | -37,491 | -4.7% | -$273.05万 | 减仓 |
| AWK | AMERICAN WATER WORKS CO INC | $5,503.22万 | 0.03% | 418,241 | 593 | 0.1% | $7.80万 | 加仓 |
| MDB | MONGODB INC | $5,500.60万 | 0.03% | 163,757 | -1,466 | -0.9% | -$49.24万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORP | $5,495.84万 | 0.03% | 125,579 | 1,177 | 0.9% | $51.51万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $5,480.96万 | 0.03% | 258,597 | -6,157 | -2.3% | -$130.50万 | 减仓 |
| SUI | SUN COMMUNITIES INC | $5,476.84万 | 0.03% | 456,746 | 21,358 | 4.9% | $256.10万 | 加仓 |
| CMS | CMS ENERGY CORP | $5,472.86万 | 0.03% | 715,406 | 8,432 | 1.2% | $64.50万 | 加仓 |
| FE | FIRSTENERGY CORP | $5,453.02万 | 0.03% | 1,147,039 | -27,942 | -2.4% | -$132.84万 | 减仓 |
| DG | DOLLAR GENERAL CORP | $5,391.72万 | 0.03% | 468,397 | -25,294 | -5.1% | -$291.16万 | 减仓 |
| FSLR | FIRST SOLAR INC | $5,386.12万 | 0.03% | 228,264 | -191 | -0.1% | -$4.51万 | 减仓 |
| EXE | EXPAND ENERGY CORP | $5,299.36万 | 0.03% | 581,134 | 74,054 | 14.6% | $675.30万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $5,294.22万 | 0.03% | 195,698 | 5,831 | 3.1% | $157.75万 | 加仓 |
| CHRW | C.H. ROBINSON WORLDWIDE INC | $5,286.97万 | 0.03% | 280,714 | -4,397 | -1.5% | -$82.81万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $5,280.51万 | 0.03% | 256,323 | 3,541 | 1.4% | $72.95万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $5,269.90万 | 0.03% | 1,139,192 | -40,645 | -3.4% | -$188.02万 | 减仓 |
| ENTG | ENTEGRIS INC | $5,258.82万 | 0.03% | 292,384 | -902 | -0.3% | -$16.22万 | 减仓 |
| MSTR | STRATEGY INC | $5,251.78万 | 0.03% | 604,139 | 4,806 | 0.8% | $41.78万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP | $5,203.36万 | 0.03% | 482,776 | -27,118 | -5.3% | -$292.28万 | 减仓 |
| MTZ | MASTEC INC | $5,170.88万 | 0.03% | 124,282 | 115,210 | 1,270.0% | $4,793.43万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $5,089.71万 | 0.03% | 283,502 | -36,035 | -11.3% | -$646.94万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $5,055.77万 | 0.03% | 3,216,138 | -789,668 | -19.7% | -$1,241.36万 | 减仓 |
| PKG | PACKAGING CORP OF AMERICA | $5,033.47万 | 0.03% | 211,242 | -3,968 | -1.8% | -$94.55万 | 减仓 |
| VRSN | VERISIGN INC | $5,030.95万 | 0.03% | 199,990 | -4,668 | -2.3% | -$117.43万 | 减仓 |
| VLTO | VERALTO CORP | $5,016.28万 | 0.03% | 565,661 | -10,083 | -1.8% | -$89.42万 | 减仓 |
| MKL | MARKEL GROUP INC | $5,013.57万 | 0.03% | 25,671 | -1,855 | -6.7% | -$362.28万 | 减仓 |
| ARES | ARES MANAGEMENT CORP - A | $4,949.40万 | 0.03% | 444,650 | -16,662 | -3.6% | -$185.46万 | 减仓 |
| LEN | LENNAR CORP-A | $4,947.37万 | 0.03% | 546,731 | 14,797 | 2.8% | $133.90万 | 加仓 |
| AMCR | AMCOR PLC | $4,943.95万 | 0.03% | 1,140,473 | 7,927 | 0.7% | $34.36万 | 加仓 |
| JBHT | HUNT (JB) TRANSPRT SVCS INC | $4,923.58万 | 0.03% | 170,113 | -8,490 | -4.8% | -$245.73万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $4,914.61万 | 0.03% | 337,125 | -3,157 | -0.9% | -$46.02万 | 减仓 |
| L | LOEWS CORP | $4,904.55万 | 0.03% | 433,226 | -12,071 | -2.7% | -$136.66万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $4,902.84万 | 0.03% | 1,496,593 | -240,449 | -13.8% | -$787.71万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $4,902.62万 | 0.03% | 2,897,529 | 924,468 | 46.9% | $1,564.20万 | 加仓 |
| NI | NISOURCE INC | $4,890.47万 | 0.03% | 1,028,490 | -6,570 | -0.6% | -$31.24万 | 减仓 |
| SNA | SNAP-ON INC | $4,864.13万 | 0.03% | 120,878 | -2,616 | -2.1% | -$105.27万 | 减仓 |
| KHC | KRAFT HEINZ CO/THE | $4,850.53万 | 0.03% | 2,053,569 | -507,487 | -19.8% | -$1,198.68万 | 减仓 |
| CPAY | CORPAY INC | $4,824.82万 | 0.03% | 144,772 | 5,990 | 4.3% | $199.63万 | 加仓 |
| CTSH | COGNIZANT TECH SOLUTIONS-A | $4,812.88万 | 0.03% | 1,242,676 | -49,833 | -3.9% | -$193.00万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $4,793.29万 | 0.03% | 1,269,410 | -7,632 | -0.6% | -$28.82万 | 减仓 |
| DKNG | DRAFTKINGS INC-CL A | $4,740.53万 | 0.03% | 1,876,694 | -1,279,710 | -40.5% | -$3,232.55万 | 减仓 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $4,722.28万 | 0.03% | 167,647 | 119 | 0.1% | $3.35万 | 加仓 |
| OKTA | OKTA INC | $4,715.60万 | 0.03% | 345,592 | -10,128 | -2.8% | -$138.20万 | 减仓 |
| BRO | BROWN & BROWN INC | $4,675.68万 | 0.03% | 728,866 | 17,976 | 2.5% | $115.32万 | 加仓 |
| INSM | INSMED INC | $4,666.90万 | 0.03% | 437,713 | -63,569 | -12.7% | -$677.77万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $4,665.75万 | 0.03% | 103,458 | -732 | -0.7% | -$33.01万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP | $4,632.43万 | 0.03% | 85,496 | -3,141 | -3.5% | -$170.19万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $4,620.64万 | 0.03% | 857,579 | -302,044 | -26.0% | -$1,627.41万 | 减仓 |
| GCMG | GCM GROSVENOR INC - CLASS A | $4,616.15万 | 0.03% | 3,752,965 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $4,604.29万 | 0.03% | 2,098,583 | -43,314 | -2.0% | -$95.03万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $4,595.10万 | 0.03% | 1,938,043 | -780,265 | -28.7% | -$1,850.01万 | 减仓 |
| FIS | FIDELITY NATIONAL INFO SERV | $4,586.03万 | 0.03% | 1,179,534 | -35,438 | -2.9% | -$137.78万 | 减仓 |
| NVR | NVR INC | $4,582.69万 | 0.03% | 6,726 | -208 | -3.0% | -$141.72万 | 减仓 |
| MAA | MID-AMERICA APARTMENT COMM | $4,578.42万 | 0.03% | 329,525 | -18,267 | -5.3% | -$253.80万 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $4,576.08万 | 0.03% | 666,581 | 33,124 | 5.2% | $227.40万 | 加仓 |
| CDW | CDW CORP/DE | $4,563.68万 | 0.03% | 324,494 | 2,732 | 0.8% | $38.42万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $4,560.22万 | 0.03% | 513,192 | 95,347 | 22.8% | $847.25万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $4,540.56万 | 0.03% | 526,076 | -25,565 | -4.6% | -$220.65万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP-FORMULA-C | $4,531.52万 | 0.03% | 476,300 | -14,436 | -2.9% | -$137.34万 | 减仓 |
| VCYT | VERACYTE INC | $4,516.04万 | 0.03% | 768,949 | -286,707 | -27.2% | -$1,683.83万 | 减仓 |
| EVRG | EVERGY INC | $4,511.50万 | 0.03% | 521,983 | -6,416 | -1.2% | -$55.45万 | 减仓 |
| GPC | GENUINE PARTS CO | $4,495.90万 | 0.03% | 381,073 | 7,454 | 2.0% | $87.94万 | 加仓 |
| XPO | XPO INC | $4,478.57万 | 0.03% | 218,158 | 218,158 | — | $4,478.57万 | 新建仓 |
| BBY | BEST BUY CO INC | $4,472.40万 | 0.03% | 589,404 | -21,164 | -3.5% | -$160.59万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $4,472.09万 | 0.03% | 2,132,614 | -478,333 | -18.3% | -$1,003.06万 | 减仓 |
| INCY | INCYTE CORP | $4,463.41万 | 0.03% | 393,738 | -28,689 | -6.8% | -$325.22万 | 减仓 |
| WPC | WP CAREY INC | $4,439.72万 | 0.03% | 620,940 | -15,191 | -2.4% | -$108.62万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC-CL A | $4,418.22万 | 0.03% | 59 | 2 | 3.5% | $149.77万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $4,407.33万 | 0.03% | 1,156,779 | 63,951 | 5.9% | $243.65万 | 加仓 |
| SDGR | SCHRODINGER INC | $4,397.48万 | 0.03% | 2,706,143 | -484,694 | -15.2% | -$787.63万 | 减仓 |
| EFX | EQUIFAX INC | $4,392.24万 | 0.03% | 276,729 | 12,920 | 4.9% | $205.07万 | 加仓 |
| HEI | HEICO CORP | $4,385.91万 | 0.03% | 123,134 | 555 | 0.5% | $19.77万 | 加仓 |
| STE | STERIS PLC | $4,383.37万 | 0.03% | 208,167 | -530 | -0.3% | -$11.16万 | 减仓 |