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 |
|---|---|---|---|---|---|---|---|---|
| INVH | INVITATION HOMES INC | $38.99万 | 0.02% | 15,689 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $39.09万 | 0.02% | 3,479 | 1,030 | 42.1% | $11.57万 | 重新持有 |
| RBC | RBC BEARINGS INC | $39.59万 | 0.02% | 729 | 7 | 1.0% | $3,802 | 加仓 |
| AA | ALCOA CORP | $39.63万 | 0.02% | 5,974 | 32 | 0.5% | $2,123 | 加仓 |
| PSX | PHILLIPS 66 | $39.75万 | 0.02% | 2,182 | -110 | -4.8% | -$2.00万 | 减仓 |
| SUI | SUN CMNTYS INC | $39.85万 | 0.02% | 3,164 | 3,164 | — | $39.85万 | 新建仓 |
| EVRG | EVERGY INC | $39.90万 | 0.02% | 4,870 | -56 | -1.1% | -$4,588 | 减仓 |
| KHC | KRAFT HEINZ CO | $40.15万 | 0.02% | 17,854 | -80 | -0.4% | -$1,799 | 减仓 |
| SNA | SNAP ON INC | $40.28万 | 0.02% | 1,109 | -16 | -1.4% | -$5,812 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $40.95万 | 0.02% | 5,706 | -219 | -3.7% | -$1.57万 | 减仓 |
| RBA | RB GLOBAL INC | $40.99万 | 0.02% | 4,276 | 5 | 0.1% | $479 | 加仓 |
| NXT | NEXTPOWER INC | $41.29万 | 0.02% | 3,425 | 17 | 0.5% | $2,049 | 加仓 |
| DASH | DOORDASH INC | $41.67万 | 0.02% | 2,775 | -221 | -7.4% | -$3.32万 | 减仓 |
| NVR | NVR INC | $42.17万 | 0.02% | 64 | 22 | 52.4% | $14.50万 | 加仓 |
| GLPI | GAMING & LEISURE P | $42.37万 | 0.02% | 9,550 | 35 | 0.4% | $1,553 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $42.51万 | 0.02% | 4,718 | -2,020 | -30.0% | -$18.20万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $42.98万 | 0.02% | 1,562 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $43.08万 | 0.02% | 826 | 4 | 0.5% | $2,086 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $43.13万 | 0.02% | 2,109 | 11 | 0.5% | $2,249 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $43.95万 | 0.02% | 7,780 | -30 | -0.4% | -$1,695 | 减仓 |
| NVT | NVENT ELEC PLC | $44.04万 | 0.02% | 3,723 | 20 | 0.5% | $2,366 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $44.81万 | 0.02% | 2,286 | -40 | -1.7% | -$7,842 | 减仓 |
| WRB | BERKLEY W R CORP | $45.10万 | 0.02% | 6,804 | -418 | -5.8% | -$2.77万 | 减仓 |
| ENTG | ENTEGRIS INC | $45.13万 | 0.02% | 3,849 | 28 | 0.7% | $3,283 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $45.21万 | 0.02% | 1,147 | 4 | 0.3% | $1,577 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $45.32万 | 0.02% | 749 | 4 | 0.5% | $2,420 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $45.33万 | 0.02% | 12,216 | -399 | -3.2% | -$1.48万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $45.51万 | 0.02% | 2,322 | -15 | -0.6% | -$2,940 | 减仓 |
| ATI | ATI INC | $45.51万 | 0.02% | 3,129 | 11 | 0.4% | $1,600 | 加仓 |
| MTZ | MASTEC INC | $45.53万 | 0.02% | 1,415 | 7 | 0.5% | $2,252 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $45.71万 | 0.02% | 2,906 | -1,938 | -40.0% | -$30.48万 | 减仓 |
| USFD | US FOODS HLDG CORP | $46.92万 | 0.02% | 5,088 | -38 | -0.7% | -$3,504 | 减仓 |
| SNOW | SNOWFLAKE INC | $47.30万 | 0.02% | 3,136 | 216 | 7.4% | $3.26万 | 加仓 |
| TWLO | TWILIO INC | $48.21万 | 0.02% | 3,832 | -21 | -0.5% | -$2,642 | 减仓 |
| GM | GENERAL MTRS CO | $48.74万 | 0.02% | 6,542 | 1,149 | 21.3% | $8.56万 | 加仓 |
| — | ELECTRONIC ARTS INC | $48.87万 | 0.02% | 2,397 | -22 | -0.9% | -$4,485 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $48.96万 | 0.02% | 1,610 | 514 | 46.9% | $15.63万 | 加仓 |
| WWD | WOODWARD INC | $49.14万 | 0.02% | 1,373 | -8 | -0.6% | -$2,863 | 减仓 |
| INTC | INTEL CORP | $49.28万 | 0.02% | 11,166 | -225 | -2.0% | -$9,929 | 减仓 |
| BALL | BALL CORP | $49.29万 | 0.02% | 8,338 | 2,562 | 44.4% | $15.14万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $49.50万 | 0.02% | 10,928 | 30 | 0.3% | $1,359 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $49.70万 | 0.02% | 1,025 | 77 | 8.1% | $3.73万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $49.97万 | 0.02% | 457 | -131 | -22.3% | -$14.32万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $50.15万 | 0.03% | 10,812 | -224 | -2.0% | -$1.04万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $50.72万 | 0.03% | 2,782 | 333 | 13.6% | $6.07万 | 加仓 |
| BX | BLACKSTONE INC | $50.95万 | 0.03% | 4,431 | 1,238 | 38.8% | $14.24万 | 加仓 |
| BURL | BURLINGTON STORES INC | $51.31万 | 0.03% | 1,577 | 5 | 0.3% | $1,627 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $51.79万 | 0.03% | 8,483 | 4,311 | 103.3% | $26.32万 | 重新持有 |
| NTRS | NORTHERN TR CORP | $51.79万 | 0.03% | 3,711 | -87 | -2.3% | -$1.21万 | 减仓 |
| WPC | WP CAREY INC | $52.00万 | 0.03% | 7,651 | 27 | 0.4% | $1,835 | 加仓 |
| XPO | XPO INC | $52.51万 | 0.03% | 2,699 | 5 | 0.2% | $973 | 加仓 |
| NTAP | NETAPP INC | $52.54万 | 0.03% | 5,131 | -183 | -3.4% | -$1.87万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $52.93万 | 0.03% | 7,781 | -242 | -3.0% | -$1.65万 | 减仓 |
| OMC | OMNICOM GROUP INC | $53.12万 | 0.03% | 7,054 | 379 | 5.7% | $2.85万 | 加仓 |
| CIEN | CIENA CORP | $53.23万 | 0.03% | 1,371 | -2,322 | -62.9% | -$90.15万 | 减仓 |
| INCY | INCYTE CORP | $53.69万 | 0.03% | 5,704 | 80 | 1.4% | $7,530 | 加仓 |
| WSO | WATSCO INC | $54.93万 | 0.03% | 1,510 | 29 | 2.0% | $1.05万 | 加仓 |
| ADSK | AUTODESK INC | $55.16万 | 0.03% | 2,304 | -136 | -5.6% | -$3.26万 | 减仓 |
| GIS | GENERAL MILLS INC | $55.23万 | 0.03% | 14,838 | 56 | 0.4% | $2,084 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $56.04万 | 0.03% | 2,826 | 15 | 0.5% | $2,974 | 加仓 |
| MBB | ISHARES TR | $56.52万 | 0.03% | 5,953 | -74,293 | -92.6% | -$705.41万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $56.59万 | 0.03% | 1,358 | -461 | -25.3% | -$19.21万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $56.66万 | 0.03% | 3,487 | 685 | 24.4% | $11.13万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $56.78万 | 0.03% | 3,290 | 768 | 30.5% | $13.25万 | 加仓 |
| FIX | COMFORT SYS USA INC | $57.92万 | 0.03% | 420 | -398 | -48.7% | -$54.88万 | 重新持有 |
| ILMN | ILLUMINA INC | $58.24万 | 0.03% | 4,725 | 11 | 0.2% | $1,356 | 加仓 |
| AON | AON PLC | $58.55万 | 0.03% | 1,814 | 270 | 17.5% | $8.72万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $59.02万 | 0.03% | 2,179 | -36 | -1.6% | -$9,752 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $59.03万 | 0.03% | 5,960 | 415 | 7.5% | $4.11万 | 加仓 |
| PAYX | PAYCHEX INC | $60.33万 | 0.03% | 6,549 | -50 | -0.8% | -$4,606 | 减仓 |
| VTR | VENTAS INC | $60.68万 | 0.03% | 7,420 | 2,359 | 46.6% | $19.29万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $61.00万 | 0.03% | 9,319 | -34 | -0.4% | -$2,226 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $61.83万 | 0.03% | 10,310 | 1,132 | 12.3% | $6.79万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $63.34万 | 0.03% | 930 | 81 | 9.5% | $5.52万 | 加仓 |
| ADBE | ADOBE INC | $63.76万 | 0.03% | 2,623 | -561 | -17.6% | -$13.64万 | 减仓 |
| FTI | TECHNIPFMC PLC | $64.51万 | 0.03% | 9,332 | 19 | 0.2% | $1,313 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $64.72万 | 0.03% | 3,984 | -21 | -0.5% | -$3,411 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $66.49万 | 0.03% | 9,594 | 6,777 | 240.6% | $46.96万 | 加仓 |
| BA | BOEING CO | $66.91万 | 0.03% | 3,362 | 61 | 1.8% | $1.21万 | 加仓 |
| AZO | AUTOZONE INC | $67.22万 | 0.03% | 199 | -12 | -5.7% | -$4.05万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $67.23万 | 0.03% | 4,940 | -1,789 | -26.6% | -$24.35万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $67.31万 | 0.03% | 25,768 | 7,880 | 44.1% | $20.58万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $68.13万 | 0.03% | 936 | 80 | 9.3% | $5.82万 | 加仓 |
| RS | RELIANCE INC | $68.20万 | 0.03% | 2,244 | 2 | 0.1% | $608 | 加仓 |
| KVUE | KENVUE INC | $69.19万 | 0.03% | 40,136 | -1,853 | -4.4% | -$3.19万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $69.49万 | 0.03% | 3,856 | 1 | 0.0% | $180 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $69.98万 | 0.03% | 5,312 | 27 | 0.5% | $3,557 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $71.41万 | 0.04% | 9,265 | 810 | 9.6% | $6.24万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $71.43万 | 0.04% | 3,867 | 47 | 1.2% | $8,682 | 加仓 |
| SOLV | SOLVENTUM CORP | $72.23万 | 0.04% | 11,062 | -21,420 | -65.9% | -$139.87万 | 减仓 |
| HAL | HALLIBURTON CO | $72.31万 | 0.04% | 18,545 | 917 | 5.2% | $3.58万 | 加仓 |
| SYK | STRYKER CORPORATION | $72.65万 | 0.04% | 2,211 | -152 | -6.4% | -$4.99万 | 减仓 |
| MTB | M & T BK CORP | $73.18万 | 0.04% | 3,540 | -82 | -2.3% | -$1.70万 | 减仓 |
| HSY | HERSHEY CO | $73.93万 | 0.04% | 3,556 | -5 | -0.1% | -$1,039 | 减仓 |
| AEE | AMEREN CORP | $75.12万 | 0.04% | 6,834 | -128 | -1.8% | -$1.41万 | 减仓 |
| — | COTERRA ENERGY INC | $75.83万 | 0.04% | 21,579 | 2,618 | 13.8% | $9.20万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $77.67万 | 0.04% | 3,370 | -560 | -14.2% | -$12.91万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $78.55万 | 0.04% | 13,363 | 538 | 4.2% | $3.16万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $79.73万 | 0.04% | 12,996 | -175 | -1.3% | -$1.07万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $81.98万 | 0.04% | 52,383 | 9,068 | 20.9% | $14.19万 | 加仓 |