Meiji Yasuda Asset Management Co Ltd.
Tokyo M0 · SEC CIK 0001491685
$22.22亿2026Q2 申报市值
596持仓数
20.9%前十大占比 · 第一大 4.0%
57 / 16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
AMAT 加仓+$734.64万
INTC 加仓+$633.75万
MPWR 加仓+$577.55万
MU 加仓+$563.18万
WAT 加仓+$401.93万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$975.98万
ABBV 减仓-$931.34万
ETN 减仓-$639.01万
PANW 减仓-$576.02万
TSM 减仓-$512.48万
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 |
|---|---|---|---|---|---|---|---|---|
| TLN | TALEN ENERGY CORP | $40.50万 | 0.02% | 1,054 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO | $40.51万 | 0.02% | 3,624 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $40.81万 | 0.02% | 3,425 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $40.87万 | 0.02% | 3,558 | 79 | 2.3% | $9,074 | 加仓 |
| ITT | ITT INC | $40.92万 | 0.02% | 2,069 | 85 | 4.3% | $1.68万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $40.97万 | 0.02% | 3,174 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $41.05万 | 0.02% | 2,109 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $41.06万 | 0.02% | 17,384 | -470 | -2.6% | -$1.11万 | 减仓 |
| CDW | CDW CORP | $41.71万 | 0.02% | 2,966 | -94 | -3.1% | -$1.32万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $41.82万 | 0.02% | 4,424 | -1,470 | -24.9% | -$13.90万 | 减仓 |
| BX | BLACKSTONE INC | $41.87万 | 0.02% | 3,558 | -873 | -19.7% | -$10.27万 | 减仓 |
| ROKU | ROKU INC | $41.94万 | 0.02% | 3,036 | 3,036 | — | $41.94万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $42.01万 | 0.02% | 18,789 | 921 | 5.2% | $2.06万 | 加仓 |
| EVRG | EVERGY INC | $42.09万 | 0.02% | 4,870 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $42.20万 | 0.02% | 5,532 | -174 | -3.0% | -$1.33万 | 减仓 |
| ADSK | AUTODESK INC | $42.33万 | 0.02% | 2,177 | -127 | -5.5% | -$2.47万 | 减仓 |
| PKG | PACKAGING CORP AMER | $42.49万 | 0.02% | 1,783 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $42.53万 | 0.02% | 9,550 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $42.68万 | 0.02% | 26,151 | 26,151 | — | $42.68万 | 新建仓 |
| ALL | ALLSTATE CORP | $42.88万 | 0.02% | 1,802 | -52 | -2.8% | -$1.24万 | 减仓 |
| PSX | PHILLIPS 66 | $43.07万 | 0.02% | 2,548 | 366 | 16.8% | $6.19万 | 加仓 |
| HPQ | HP INC | $43.14万 | 0.02% | 19,664 | 449 | 2.3% | $9,851 | 加仓 |
| GPC | GENUINE PARTS CO | $43.29万 | 0.02% | 3,669 | 229 | 6.7% | $2.70万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $43.33万 | 0.02% | 1,145 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $43.34万 | 0.02% | 10,154 | -52,998 | -83.9% | -$226.20万 | 减仓 |
| SNA | SNAP ON INC | $44.22万 | 0.02% | 1,099 | -10 | -0.9% | -$4,024 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $44.52万 | 0.02% | 7,780 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $44.96万 | 0.02% | 2,404 | 20 | 0.8% | $3,740 | 加仓 |
| AON | AON PLC | $45.21万 | 0.02% | 1,363 | -451 | -24.9% | -$14.96万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $45.41万 | 0.02% | 8,098 | 320 | 4.1% | $1.79万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $46.25万 | 0.02% | 1,730 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $46.95万 | 0.02% | 729 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $47.09万 | 0.02% | 2,286 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $47.40万 | 0.02% | 15,689 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $47.73万 | 0.02% | 5,201 | -26,577 | -83.6% | -$243.92万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $47.80万 | 0.02% | 1,041 | 16 | 1.6% | $7,346 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $48.27万 | 0.02% | 3,156 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $48.75万 | 0.02% | 731 | -18 | -2.4% | -$1.20万 | 减仓 |
| GM | GENERAL MTRS CO | $48.90万 | 0.02% | 6,344 | -198 | -3.0% | -$1.53万 | 减仓 |
| — | ELECTRONIC ARTS INC | $49.25万 | 0.02% | 2,402 | 5 | 0.2% | $1,025 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $49.74万 | 0.02% | 12,844 | -152 | -1.2% | -$5,887 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $49.87万 | 0.02% | 1,509 | -101 | -6.3% | -$3.34万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $49.98万 | 0.02% | 9,005 | 522 | 6.2% | $2.90万 | 加仓 |
| RBA | RB GLOBAL INC | $50.21万 | 0.02% | 4,312 | 36 | 0.8% | $4,192 | 加仓 |
| BURL | BURLINGTON STORES INC | $50.28万 | 0.02% | 1,587 | 10 | 0.6% | $3,168 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $50.53万 | 0.02% | 4,688 | -30 | -0.6% | -$3,233 | 减仓 |
| FN | FABRINET | $50.98万 | 0.02% | 907 | 81 | 9.8% | $4.55万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $50.99万 | 0.02% | 10,812 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $52.02万 | 0.02% | 5,088 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $52.68万 | 0.02% | 2,855 | 80 | 2.9% | $1.48万 | 加仓 |
| JBL | JABIL INC | $52.85万 | 0.02% | 1,371 | 320 | 30.4% | $12.34万 | 加仓 |
| BALL | BALL CORP | $53.34万 | 0.02% | 8,548 | 210 | 2.5% | $1.31万 | 加仓 |
| GGG | GRACO INC | $53.82万 | 0.02% | 7,118 | 2,910 | 69.2% | $22.00万 | 加仓 |
| ADBE | ADOBE INC | $54.04万 | 0.02% | 2,636 | 13 | 0.5% | $2,665 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $54.83万 | 0.02% | 1,461 | 139 | 10.5% | $5.22万 | 加仓 |
| WPC | WP CAREY INC | $55.98万 | 0.03% | 7,830 | 179 | 2.3% | $1.28万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $56.14万 | 0.03% | 7,841 | -1,424 | -15.4% | -$10.20万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $57.09万 | 0.03% | 2,449 | -333 | -12.0% | -$7.76万 | 减仓 |
| AZO | AUTOZONE INC | $57.21万 | 0.03% | 179 | -20 | -10.1% | -$6.39万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $57.76万 | 0.03% | 2,210 | 1,469 | 198.2% | $38.40万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $57.78万 | 0.03% | 1,519 | 31 | 2.1% | $1.18万 | 加仓 |
| INCY | INCYTE CORP | $57.78万 | 0.03% | 5,097 | -607 | -10.6% | -$6.88万 | 减仓 |
| OKTA | OKTA INC | $58.02万 | 0.03% | 4,252 | -29 | -0.7% | -$3,957 | 减仓 |
| WWD | WOODWARD INC | $58.41万 | 0.03% | 1,373 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $59.11万 | 0.03% | 1,370 | -5,880 | -81.1% | -$253.70万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $59.51万 | 0.03% | 709 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $59.52万 | 0.03% | 4,835 | 1,929 | 66.4% | $23.75万 | 加仓 |
| OMC | OMNICOM GROUP INC | $59.64万 | 0.03% | 8,189 | 1,135 | 16.1% | $8.27万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $60.30万 | 0.03% | 7,929 | 148 | 1.9% | $1.13万 | 加仓 |
| XYL | XYLEM INC | $60.33万 | 0.03% | 5,104 | 5,104 | — | $60.33万 | 新建仓 |
| XPO | XPO INC | $61.03万 | 0.03% | 2,973 | 274 | 10.2% | $5.62万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $61.10万 | 0.03% | 1,244 | -114 | -8.4% | -$5.60万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $61.63万 | 0.03% | 6,758 | 3,916 | 137.8% | $35.71万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $61.83万 | 0.03% | 2,726 | -100 | -3.5% | -$2.27万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $62.25万 | 0.03% | 4,731 | -209 | -4.2% | -$2.75万 | 减仓 |
| ATI | ATI INC | $62.26万 | 0.03% | 3,159 | 30 | 1.0% | $5,913 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $62.38万 | 0.03% | 2,943 | 621 | 26.7% | $13.16万 | 加仓 |
| HSY | HERSHEY CO | $62.44万 | 0.03% | 3,559 | 3 | 0.1% | $526 | 加仓 |
| WSO | WATSCO INC | $62.47万 | 0.03% | 1,499 | -11 | -0.7% | -$4,584 | 减仓 |
| NVT | NVENT ELEC PLC | $63.48万 | 0.03% | 3,743 | 20 | 0.5% | $3,392 | 加仓 |
| MAS | MASCO CORP | $64.54万 | 0.03% | 7,932 | 2,020 | 34.2% | $16.44万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $64.86万 | 0.03% | 3,891 | -93 | -2.3% | -$1.55万 | 减仓 |
| MTZ | MASTEC INC | $65.03万 | 0.03% | 1,563 | 148 | 10.5% | $6.16万 | 加仓 |
| CME | CME GROUP INC | $65.76万 | 0.03% | 2,978 | -6,416 | -68.3% | -$141.68万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $65.80万 | 0.03% | 6,523 | 2,710 | 71.1% | $27.34万 | 加仓 |
| HAL | HALLIBURTON CO | $66.04万 | 0.03% | 19,453 | 908 | 4.9% | $3.08万 | 加仓 |
| NTRS | NORTHERN TR CORP | $66.34万 | 0.03% | 3,816 | 105 | 2.8% | $1.83万 | 加仓 |
| MBB | ISHARES TR | $66.44万 | 0.03% | 7,029 | 1,076 | 18.1% | $10.17万 | 加仓 |
| SNPS | SYNOPSYS INC | $67.00万 | 0.03% | 1,502 | -4,872 | -76.4% | -$217.33万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $67.67万 | 0.03% | 9,658 | -652 | -6.3% | -$4.57万 | 减仓 |
| BA | BOEING CO | $67.80万 | 0.03% | 3,132 | -230 | -6.8% | -$4.98万 | 减仓 |
| FTI | TECHNIPFMC PLC | $67.96万 | 0.03% | 10,250 | 918 | 9.8% | $6.09万 | 加仓 |
| INTU | INTUIT | $68.38万 | 0.03% | 2,620 | 341 | 15.0% | $8.90万 | 加仓 |
| FTNT | FORTINET INC | $69.22万 | 0.03% | 4,506 | 6 | 0.1% | $922 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $69.25万 | 0.03% | 3,856 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $69.52万 | 0.03% | 1,563 | 13 | 0.8% | $5,782 | 加仓 |
| ENTG | ENTEGRIS INC | $69.71万 | 0.03% | 3,876 | 27 | 0.7% | $4,856 | 加仓 |
| TER | TERADYNE INC | $69.82万 | 0.03% | 1,443 | 321 | 28.6% | $15.53万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $70.06万 | 0.03% | 4,067 | 200 | 5.2% | $3.45万 | 加仓 |
| VTR | VENTAS INC | $70.39万 | 0.03% | 7,927 | 507 | 6.8% | $4.50万 | 加仓 |