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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $117.10亿 | 6.69% | 58,522,212 | -2,100,818 | -3.5% | -$4.20亿 | 减仓 |
| AAPL | APPLE INC | $96.31亿 | 5.50% | 33,282,687 | 72,884 | 0.2% | $2,108.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $65.23亿 | 3.73% | 17,488,121 | -199,394 | -1.1% | -$7,437.79万 | 减仓 |
| AMZN | AMAZON.COM INC | $59.49亿 | 3.40% | 24,962,064 | 341,714 | 1.4% | $8,144.41万 | 加仓 |
| GOOGL | ALPHABET INC-CL A | $48.54亿 | 2.77% | 13,583,734 | 361,612 | 2.7% | $1.29亿 | 加仓 |
| AVGO | BROADCOM INC | $42.28亿 | 2.42% | 11,191,795 | 75,463 | 0.7% | $2,850.61万 | 加仓 |
| GOOG | ALPHABET INC-CL C | $41.13亿 | 2.35% | 11,641,017 | -448,728 | -3.7% | -$1.59亿 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $33.76亿 | 1.93% | 2,924,413 | -159,853 | -5.2% | -$1.85亿 | 减仓 |
| TSLA | TESLA INC | $31.28亿 | 1.79% | 7,437,974 | -23,352 | -0.3% | -$982.19万 | 减仓 |
| META | META PLATFORMS INC-CLASS A | $29.03亿 | 1.66% | 5,153,161 | 76,730 | 1.5% | $4,322.12万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $28.40亿 | 1.62% | 4,888,302 | -380,091 | -7.2% | -$2.21亿 | 减仓 |
| LLY | ELI LILLY & CO | $22.74亿 | 1.30% | 1,895,765 | 120,058 | 6.8% | $1.44亿 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $19.34亿 | 1.10% | 5,907,580 | -202,969 | -3.3% | -$6,643.78万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $16.39亿 | 0.94% | 3,276,032 | 22,845 | 0.7% | $1,143.14万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST | $15.93亿 | 0.91% | 20,057,308 | 1,462,902 | 7.9% | $1.16亿 | 加仓 |
| INTC | INTEL CORP | $14.80亿 | 0.85% | 10,600,700 | -542,006 | -4.9% | -$7,568.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $14.38亿 | 0.82% | 5,660,854 | 194 | 0.0% | $4.93万 | 加仓 |
| V | VISA INC-CLASS A SHARES | $14.00亿 | 0.80% | 4,080,445 | -3,112 | -0.1% | -$106.77万 | 减仓 |
| CAT | CATERPILLAR INC | $13.93亿 | 0.80% | 1,307,930 | -5,960 | -0.5% | -$634.68万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $13.62亿 | 0.78% | 1,884,226 | 17,713 | 0.9% | $1,280.65万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $13.00亿 | 0.74% | 3,000,953 | -98,360 | -3.2% | -$4,262.23万 | 减仓 |
| — | EXXON MOBIL CORP | $12.41亿 | 0.71% | 9,079,522 | -272,618 | -2.9% | -$3,727.23万 | 减仓 |
| WMT | WALMART INC | $11.87亿 | 0.68% | 10,477,039 | -549,645 | -5.0% | -$6,225.28万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $11.30亿 | 0.65% | 28,234,927 | 1,400,000 | 5.2% | $5,601.40万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $11.28亿 | 0.64% | 9,600,711 | -686,868 | -6.7% | -$8,067.95万 | 减仓 |
| MA | MASTERCARD INC - A | $10.73亿 | 0.61% | 2,089,732 | -9,722 | -0.5% | -$499.32万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $10.55亿 | 0.60% | 2,538,575 | -75,768 | -2.9% | -$3,149.15万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $10.11亿 | 0.58% | 1,080,484 | 30,491 | 2.9% | $2,852.34万 | 加仓 |
| ABBV | ABBVIE INC | $9.93亿 | 0.57% | 3,945,546 | 30,913 | 0.8% | $777.89万 | 加仓 |
| KLAC | KLA CORP | $9.55亿 | 0.55% | 3,163,994 | 5,354 | 0.2% | $161.54万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $8.93亿 | 0.51% | 882,737 | -26,591 | -2.9% | -$2,689.33万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $8.55亿 | 0.49% | 15,011,451 | -241,252 | -1.6% | -$1,374.65万 | 减仓 |
| HD | HOME DEPOT INC | $8.37亿 | 0.48% | 2,372,777 | -13,010 | -0.5% | -$458.84万 | 减仓 |
| GE | GENERAL ELECTRIC | $8.36亿 | 0.48% | 2,235,655 | -27,042 | -1.2% | -$1,010.64万 | 减仓 |
| NFLX | NETFLIX INC | $8.21亿 | 0.47% | 11,496,332 | -155,132 | -1.3% | -$1,107.64万 | 减仓 |
| PG | PROCTER & GAMBLE CO/THE | $8.14亿 | 0.47% | 5,551,507 | -60,721 | -1.1% | -$890.41万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC-A | $8.03亿 | 0.46% | 6,884,136 | -171,217 | -2.4% | -$1,997.59万 | 减仓 |
| MRK | MERCK & CO. INC. | $7.93亿 | 0.45% | 6,169,107 | -100,209 | -1.6% | -$1,287.69万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $7.81亿 | 0.45% | 2,288,912 | 40,478 | 1.8% | $1,380.38万 | 加仓 |
| KO | COCA-COLA CO/THE | $7.49亿 | 0.43% | 9,220,120 | -290,939 | -3.1% | -$2,364.46万 | 减仓 |
| GEV | GE VERNOVA INC | $7.42亿 | 0.42% | 631,868 | 1,006 | 0.2% | $118.19万 | 加仓 |
| APH | AMPHENOL CORP-CL A | $7.30亿 | 0.42% | 4,139,732 | 3,270 | 0.1% | $57.66万 | 加仓 |
| WELL | WELLTOWER INC | $7.15亿 | 0.41% | 3,150,763 | -26,954 | -0.8% | -$611.77万 | 减仓 |
| LIN | LINDE PLC | $7.15亿 | 0.41% | 1,376,978 | -8,753 | -0.6% | -$454.23万 | 减仓 |
| CVX | CHEVRON CORP | $7.14亿 | 0.41% | 4,309,574 | -97,854 | -2.2% | -$1,622.03万 | 减仓 |
| ADI | ANALOG DEVICES INC | $6.93亿 | 0.40% | 1,744,372 | 12,233 | 0.7% | $485.86万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $6.80亿 | 0.39% | 1,709,441 | 243,625 | 16.6% | $9,688.48万 | 加仓 |
| IBM | INTL BUSINESS MACHINES CORP | $6.59亿 | 0.38% | 2,344,997 | -3,363 | -0.1% | -$94.57万 | 减仓 |
| HOOD | ROBINHOOD MARKETS INC - A | $6.59亿 | 0.38% | 6,569,053 | -243,946 | -3.6% | -$2,446.29万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $6.48亿 | 0.37% | 2,175,608 | 2,814 | 0.1% | $83.88万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $5.93亿 | 0.34% | 1,990,854 | 47,034 | 2.4% | $1,401.10万 | 加仓 |
| QCOM | QUALCOMM INC | $5.80亿 | 0.33% | 3,139,023 | -61,111 | -1.9% | -$1,129.27万 | 减仓 |
| ETN | EATON CORP PLC | $5.73亿 | 0.33% | 1,345,357 | 23,860 | 1.8% | $1,016.72万 | 加仓 |
| AMGN | AMGEN INC | $5.51亿 | 0.31% | 1,520,877 | -17,087 | -1.1% | -$618.75万 | 减仓 |
| EQIX | EQUINIX INC | $5.47亿 | 0.31% | 524,377 | -20,214 | -3.7% | -$2,107.09万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $5.46亿 | 0.31% | 855,124 | 18,458 | 2.2% | $1,178.95万 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL | $5.45亿 | 0.31% | 3,013,862 | -43,483 | -1.4% | -$786.65万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC - A | $5.45亿 | 0.31% | 713,573 | -26,702 | -3.6% | -$2,037.74万 | 减仓 |
| C | CITIGROUP INC | $5.44亿 | 0.31% | 3,885,334 | -151,497 | -3.8% | -$2,120.35万 | 减仓 |
| ORCL | ORACLE CORP | $5.42亿 | 0.31% | 3,700,161 | 33,313 | 0.9% | $488.20万 | 加仓 |
| RTX | RTX CORP | $5.42亿 | 0.31% | 2,856,949 | 28,754 | 1.0% | $545.55万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5.41亿 | 0.31% | 1,079,405 | 866 | 0.1% | $43.42万 | 加仓 |
| TER | TERADYNE INC | $5.40亿 | 0.31% | 1,117,097 | -586,618 | -34.4% | -$2.84亿 | 减仓 |
| STX | SEAGATE TECHNOLOGY HOLDINGS | $5.37亿 | 0.31% | 556,378 | 34,034 | 6.5% | $3,284.28万 | 加仓 |
| WFC | WELLS FARGO & CO | $5.30亿 | 0.30% | 6,417,152 | -177,683 | -2.7% | -$1,468.37万 | 减仓 |
| MS | MORGAN STANLEY | $5.23亿 | 0.30% | 2,502,924 | -39,272 | -1.5% | -$820.94万 | 减仓 |
| MCD | MCDONALD'S CORP | $5.10亿 | 0.29% | 1,886,789 | -14,493 | -0.8% | -$391.76万 | 减仓 |
| PLD | PROLOGIS INC | $5.09亿 | 0.29% | 3,760,925 | -185,627 | -4.7% | -$2,514.69万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $5.05亿 | 0.29% | 1,019,528 | 37,643 | 3.8% | $1,863.63万 | 加仓 |
| PEP | PEPSICO INC | $4.81亿 | 0.27% | 3,550,169 | 6,788 | 0.2% | $91.91万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $4.74亿 | 0.27% | 1,400,384 | -49,581 | -3.4% | -$1,677.08万 | 减仓 |
| DE | DEERE & CO | $4.46亿 | 0.25% | 702,626 | -32,698 | -4.4% | -$2,074.13万 | 减仓 |
| GLW | CORNING INC | $4.38亿 | 0.25% | 1,715,833 | -25,022 | -1.4% | -$639.14万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4.35亿 | 0.25% | 10,283,100 | -1,180,603 | -10.3% | -$4,998.67万 | 减仓 |
| DIS | WALT DISNEY CO/THE | $4.30亿 | 0.25% | 4,464,015 | 11,539 | 0.3% | $111.06万 | 加仓 |
| SHOP | SHOPIFY INC - CLASS A | $4.09亿 | 0.23% | 3,585,720 | -92,882 | -2.5% | -$1,060.53万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $4.08亿 | 0.23% | 4,644,707 | 67,620 | 1.5% | $593.50万 | 加仓 |
| BA | BOEING CO/THE | $4.01亿 | 0.23% | 1,851,978 | -188,335 | -9.2% | -$4,076.89万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $3.95亿 | 0.23% | 2,323,503 | -1,489 | -0.1% | -$25.30万 | 减仓 |
| CDNS | CADENCE DESIGN SYS INC | $3.92亿 | 0.22% | 1,044,325 | 25,997 | 2.6% | $975.72万 | 加仓 |
| TJX | TJX COMPANIES INC | $3.89亿 | 0.22% | 2,570,347 | 8,966 | 0.4% | $135.83万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN-CL A | $3.89亿 | 0.22% | 2,273,875 | 2,273,875 | — | $3.89亿 | 新建仓 |
| T | AT&T INC | $3.76亿 | 0.21% | 18,159,581 | -617,907 | -3.3% | -$1,279.07万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $3.74亿 | 0.21% | 2,962,648 | 31,416 | 1.1% | $396.91万 | 加仓 |
| UNP | UNION PACIFIC CORP | $3.56亿 | 0.20% | 1,309,851 | -4,414 | -0.3% | -$120.06万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $3.56亿 | 0.20% | 3,925,734 | 117,491 | 3.1% | $1,066.11万 | 加仓 |
| SNPS | SYNOPSYS INC | $3.52亿 | 0.20% | 789,740 | -146,830 | -15.7% | -$6,549.65万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $3.48亿 | 0.20% | 4,827,707 | -354,711 | -6.8% | -$2,559.59万 | 减仓 |
| DHR | DANAHER CORP | $3.41亿 | 0.20% | 1,792,544 | -88,409 | -4.7% | -$1,684.01万 | 减仓 |
| PFE | PFIZER INC | $3.32亿 | 0.19% | 13,775,929 | -590,485 | -4.1% | -$1,421.89万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $3.27亿 | 0.19% | 1,833,665 | -59,185 | -3.1% | -$1,054.91万 | 减仓 |
| SPG | SIMON PROPERTY GROUP INC | $3.26亿 | 0.19% | 1,457,893 | -55,178 | -3.6% | -$1,234.06万 | 减仓 |
| COHR | COHERENT CORP | $3.25亿 | 0.19% | 823,081 | 67,787 | 9.0% | $2,673.99万 | 加仓 |
| PGR | PROGRESSIVE CORP | $3.24亿 | 0.18% | 1,481,427 | 52,094 | 3.6% | $1,137.99万 | 加仓 |
| BLK | BLACKROCK INC | $3.19亿 | 0.18% | 332,181 | 1,866 | 0.6% | $179.43万 | 加仓 |
| SCHW | SCHWAB (CHARLES) CORP | $3.19亿 | 0.18% | 3,460,277 | -92,148 | -2.6% | -$850.25万 | 减仓 |
| CRM | SALESFORCE INC | $3.14亿 | 0.18% | 2,005,451 | -300,722 | -13.0% | -$4,711.11万 | 减仓 |
| CB | CHUBB LTD | $3.09亿 | 0.18% | 906,554 | -64,631 | -6.7% | -$2,202.24万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3.04亿 | 0.17% | 611,907 | -2,541 | -0.4% | -$126.22万 | 减仓 |
| COIN | COINBASE GLOBAL INC -CLASS A | $3.00亿 | 0.17% | 2,051,897 | -16,813 | -0.8% | -$245.79万 | 减仓 |