Meiji Yasuda Asset Management Co Ltd.
Tokyo M0 · SEC CIK 0001491685
$20.03亿2026Q1 申报市值
548持仓数
22.3%前十大占比 · 第一大 4.3%
31 / 29新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMCR 新建仓+$1,429.68万
RHI 加仓+$1,417.63万
WLK 新建仓+$928.46万
AVA 新建仓+$828.36万
PII 新建仓+$792.52万
2026Q1 卖出最多 按季末市值估算
UGI 清仓-$1,616.29万
CVX 减仓-$1,495.68万
AMCOR PLC 清仓-$1,162.56万
BEN 减仓-$796.48万
ABBV 减仓-$756.73万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| LAMR | LAMAR ADVERTISING CO | $25.38万 | 0.01% | 2,004 | 11 | 0.6% | $1,393 | 加仓 |
| ALLY | ALLY FINL INC | $25.41万 | 0.01% | 6,476 | 43 | 0.7% | $1,687 | 加仓 |
| DT | DYNATRACE INC | $25.45万 | 0.01% | 6,881 | -2,890 | -29.6% | -$10.69万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $25.55万 | 0.01% | 3,395 | -844 | -19.9% | -$6.35万 | 减仓 |
| UNM | UNUM GROUP | $25.68万 | 0.01% | 3,517 | -16 | -0.5% | -$1,168 | 减仓 |
| CCK | CROWN HLDGS INC | $25.75万 | 0.01% | 2,569 | -47 | -1.8% | -$4,712 | 减仓 |
| — | WEBSTER FINL CORP | $25.82万 | 0.01% | 3,720 | 19 | 0.5% | $1,319 | 加仓 |
| GDDY | GODADDY INC | $25.84万 | 0.01% | 3,126 | -99 | -3.1% | -$8,184 | 减仓 |
| EXEL | EXELIXIS INC | $25.91万 | 0.01% | 6,041 | -111 | -1.8% | -$4,761 | 减仓 |
| WAB | WABTEC | $25.99万 | 0.01% | 1,040 | -191 | -15.5% | -$4.77万 | 减仓 |
| SF | STIFEL FINL CORP | $26.01万 | 0.01% | 3,518 | 12 | 0.4% | $924 | 加仓 |
| MMM | 3M CO | $26.01万 | 0.01% | 1,791 | -123 | -6.4% | -$1.79万 | 减仓 |
| WAT | WATERS CORP | $26.09万 | 0.01% | 876 | 876 | — | $26.09万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $26.14万 | 0.01% | 2,047 | -1,343 | -39.6% | -$17.15万 | 减仓 |
| BWA | BORGWARNER INC | $26.15万 | 0.01% | 4,820 | -89 | -1.8% | -$4,829 | 减仓 |
| — | AVALONBAY CMNTYS INC | $26.23万 | 0.01% | 1,606 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $26.43万 | 0.01% | 8,339 | 8,339 | — | $26.43万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $26.44万 | 0.01% | 9,629 | 998 | 11.6% | $2.74万 | 加仓 |
| SCI | SERVICE CORP INTL | $26.50万 | 0.01% | 3,212 | -5 | -0.2% | -$413 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $26.50万 | 0.01% | 1,402 | -7 | -0.5% | -$1,323 | 减仓 |
| D | DOMINION ENERGY INC | $26.53万 | 0.01% | 4,292 | 25 | 0.6% | $1,545 | 加仓 |
| EVR | EVERCORE INC | $26.63万 | 0.01% | 892 | 4 | 0.5% | $1,194 | 加仓 |
| AVY | AVERY DENNISON CORP | $26.80万 | 0.01% | 1,552 | -10 | -0.6% | -$1,727 | 减仓 |
| ENSG | ENSIGN GROUP INC | $26.82万 | 0.01% | 1,331 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $26.95万 | 0.01% | 1,101 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $27.09万 | 0.01% | 14,770 | -74,868 | -83.5% | -$137.31万 | 减仓 |
| EG | EVEREST GROUP LTD | $27.16万 | 0.01% | 831 | -16 | -1.9% | -$5,230 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $27.43万 | 0.01% | 11,463 | 61 | 0.5% | $1,460 | 加仓 |
| VLTO | VERALTO CORP | $27.53万 | 0.01% | 3,114 | -179 | -5.4% | -$1.58万 | 减仓 |
| CACI | CACI INTL INC | $27.74万 | 0.01% | 510 | -1 | -0.2% | -$544 | 减仓 |
| ACM | AECOM | $27.86万 | 0.01% | 3,285 | -55 | -1.6% | -$4,665 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $27.89万 | 0.01% | 3,662 | 3,662 | — | $27.89万 | 新建仓 |
| JBL | JABIL INC | $27.92万 | 0.01% | 1,051 | -104 | -9.0% | -$2.76万 | 减仓 |
| GEN | GEN DIGITAL INC | $27.97万 | 0.01% | 14,854 | -480 | -3.1% | -$9,038 | 减仓 |
| REG | REGENCY CTRS CORP | $28.15万 | 0.01% | 3,720 | 3,720 | — | $28.15万 | 新建仓 |
| MLI | MUELLER INDS INC | $28.38万 | 0.01% | 2,561 | -11 | -0.4% | -$1,219 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $28.69万 | 0.01% | 1,532 | -10 | -0.6% | -$1,873 | 减仓 |
| AR | ANTERO RESOURCES CORP | $28.70万 | 0.01% | 6,762 | 37 | 0.6% | $1,570 | 加仓 |
| HL | HECLA MINING COMPANY | $28.80万 | 0.01% | 15,459 | 82 | 0.5% | $1,528 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $28.81万 | 0.01% | 10,402 | 348 | 3.5% | $9,640 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $28.88万 | 0.01% | 709 | 2 | 0.3% | $815 | 加仓 |
| FIVE | FIVE BELOW INC | $29.06万 | 0.01% | 1,272 | -7 | -0.5% | -$1,599 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $29.19万 | 0.01% | 1,730 | -8 | -0.5% | -$1,350 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $29.28万 | 0.01% | 3,156 | 17 | 0.5% | $1,577 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $29.33万 | 0.01% | 1,961 | 5 | 0.3% | $748 | 加仓 |
| PTC | PTC INC | $29.60万 | 0.01% | 2,077 | -239 | -10.3% | -$3.41万 | 减仓 |
| TOL | TOLL BROTHERS INC | $29.64万 | 0.01% | 2,172 | -40 | -1.8% | -$5,459 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $29.71万 | 0.01% | 3,019 | -4 | -0.1% | -$394 | 减仓 |
| PEN | PENUMBRA INC | $29.72万 | 0.01% | 905 | -1 | -0.1% | -$328 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $29.88万 | 0.01% | 6,819 | 22 | 0.3% | $964 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $29.99万 | 0.01% | 2,631 | 407 | 18.3% | $4.64万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $30.03万 | 0.01% | 4,259 | 385 | 9.9% | $2.71万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $30.60万 | 0.02% | 1,464 | -1,170 | -44.4% | -$24.46万 | 减仓 |
| WCC | WESCO INTL INC | $30.70万 | 0.02% | 1,122 | 6 | 0.5% | $1,642 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $30.95万 | 0.02% | 1,516 | 8 | 0.5% | $1,633 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $31.04万 | 0.02% | 3,624 | 26 | 0.7% | $2,227 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $31.20万 | 0.02% | 2,842 | -19,085 | -87.0% | -$209.52万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $31.21万 | 0.02% | 3,727 | 19 | 0.5% | $1,591 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $31.21万 | 0.02% | 404 | -98 | -19.5% | -$7.57万 | 减仓 |
| CG | CARLYLE GROUP INC | $31.52万 | 0.02% | 6,513 | 32 | 0.5% | $1,548 | 加仓 |
| DTM | DT MIDSTREAM INC | $31.59万 | 0.02% | 2,346 | 13 | 0.6% | $1,751 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $31.76万 | 0.02% | 3,309 | 518 | 18.6% | $4.97万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $32.85万 | 0.02% | 3,813 | 3,813 | — | $32.85万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $33.04万 | 0.02% | 1,488 | 18 | 1.2% | $3,997 | 加仓 |
| JLL | JONES LANG LASALLE INC | $33.14万 | 0.02% | 1,089 | 6 | 0.6% | $1,826 | 加仓 |
| CLH | CLEAN HARBORS INC | $33.23万 | 0.02% | 1,159 | 6 | 0.5% | $1,720 | 加仓 |
| TER | TERADYNE INC | $33.26万 | 0.02% | 1,122 | -31 | -2.7% | -$9,190 | 减仓 |
| WDAY | WORKDAY INC | $33.47万 | 0.02% | 2,576 | 351 | 15.8% | $4.56万 | 加仓 |
| TLN | TALEN ENERGY CORP | $33.65万 | 0.02% | 1,054 | 1 | 0.1% | $319 | 加仓 |
| OKTA | OKTA INC | $33.70万 | 0.02% | 4,281 | 25 | 0.6% | $1,968 | 加仓 |
| TRU | TRANSUNION | $33.77万 | 0.02% | 4,881 | -27 | -0.6% | -$1,868 | 减仓 |
| KIM | KIMCO REALTY CORP | $33.79万 | 0.02% | 15,036 | -1,380 | -8.4% | -$3.10万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $33.89万 | 0.02% | 3,174 | 17 | 0.5% | $1,815 | 加仓 |
| VRSN | VERISIGN INC | $34.60万 | 0.02% | 1,393 | 7 | 0.5% | $1,739 | 加仓 |
| BG | BUNGE GLOBAL SA | $34.67万 | 0.02% | 2,726 | -60 | -2.2% | -$7,632 | 减仓 |
| IEX | IDEX CORP | $35.10万 | 0.02% | 1,852 | 250 | 15.6% | $4.74万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $35.22万 | 0.02% | 899 | -4 | -0.4% | -$1,567 | 减仓 |
| LEN | LENNAR CORP | $35.23万 | 0.02% | 4,057 | -140 | -3.3% | -$1.22万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $35.41万 | 0.02% | 2,700 | -236 | -8.0% | -$3.09万 | 减仓 |
| MKSI | MKS INC. | $35.62万 | 0.02% | 1,550 | 9 | 0.6% | $2,068 | 加仓 |
| GGG | GRACO INC | $35.62万 | 0.02% | 4,208 | 21 | 0.5% | $1,778 | 加仓 |
| MAS | MASCO CORP | $35.69万 | 0.02% | 5,912 | -714 | -10.8% | -$4.31万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $35.80万 | 0.02% | 4,843 | -7 | -0.1% | -$517 | 减仓 |
| APG | API GROUP CORP | $35.87万 | 0.02% | 8,852 | 358 | 4.2% | $1.45万 | 加仓 |
| GPC | GENUINE PARTS CO | $36.38万 | 0.02% | 3,440 | 482 | 16.3% | $5.10万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $36.41万 | 0.02% | 17,080 | 1,146 | 7.2% | $2.44万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $36.50万 | 0.02% | 5,894 | -110 | -1.8% | -$6,811 | 减仓 |
| TRGP | TARGA RES CORP | $36.71万 | 0.02% | 1,464 | 257 | 21.3% | $6.44万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $36.73万 | 0.02% | 1,322 | -64 | -4.6% | -$1.78万 | 减仓 |
| FTNT | FORTINET INC | $36.77万 | 0.02% | 4,500 | -3,022 | -40.2% | -$24.70万 | 减仓 |
| MCO | MOODYS CORP | $36.91万 | 0.02% | 846 | -109 | -11.4% | -$4.76万 | 减仓 |
| HPQ | HP INC | $36.91万 | 0.02% | 19,215 | -4,300 | -18.3% | -$8.26万 | 减仓 |
| CDW | CDW CORP | $37.03万 | 0.02% | 3,060 | -42 | -1.4% | -$5,083 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $37.31万 | 0.02% | 7,778 | -280 | -3.5% | -$1.34万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $37.79万 | 0.02% | 17,868 | 899 | 5.3% | $1.90万 | 加仓 |
| ITT | ITT INC | $37.80万 | 0.02% | 1,984 | 25 | 1.3% | $4,763 | 加仓 |
| PKG | PACKAGING CORP AMER | $37.84万 | 0.02% | 1,783 | -250 | -12.3% | -$5.31万 | 减仓 |
| OVV | OVINTIV INC | $38.03万 | 0.02% | 6,406 | 594 | 10.2% | $3.53万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $38.25万 | 0.02% | 2,027 | 10 | 0.5% | $1,887 | 加仓 |
| ALL | ALLSTATE CORP | $38.44万 | 0.02% | 1,854 | -650 | -26.0% | -$13.48万 | 减仓 |