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 |
|---|---|---|---|---|---|---|---|---|
| STT | STATE STR CORP | $82.99万 | 0.04% | 6,557 | 253 | 4.0% | $3.20万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $83.29万 | 0.04% | 4,211 | -129 | -3.0% | -$2.55万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $85.55万 | 0.04% | 35,929 | 799 | 2.3% | $1.90万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $85.64万 | 0.04% | 4,591 | -229 | -4.8% | -$4.27万 | 减仓 |
| CTVA | CORTEVA INC | $86.94万 | 0.04% | 10,386 | -731 | -6.6% | -$6.12万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $87.08万 | 0.04% | 17,305 | 2,742 | 18.8% | $13.80万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $88.71万 | 0.04% | 19,093 | 5,814 | 43.8% | $27.01万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $88.74万 | 0.04% | 15,003 | -36,000 | -70.6% | -$212.94万 | 减仓 |
| EBAY | EBAY INC. | $89.11万 | 0.04% | 9,790 | -563 | -5.4% | -$5.12万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $89.42万 | 0.04% | 33,963 | -299 | -0.9% | -$7,873 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $89.66万 | 0.04% | 4,140 | -486 | -10.5% | -$10.53万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $89.92万 | 0.04% | 3,855 | -51 | -1.3% | -$1.19万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $90.65万 | 0.05% | 2,526 | 39 | 1.6% | $1.40万 | 加仓 |
| GRMN | GARMIN LTD | $92.02万 | 0.05% | 3,966 | -44 | -1.1% | -$1.02万 | 减仓 |
| VST | VISTRA CORP | $93.45万 | 0.05% | 6,216 | 5,159 | 488.1% | $77.56万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $94.90万 | 0.05% | 13,194 | -2,236 | -14.5% | -$16.08万 | 减仓 |
| INTU | INTUIT | $98.54万 | 0.05% | 2,279 | -536 | -19.0% | -$23.18万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $99.69万 | 0.05% | 10,799 | -1,976 | -15.5% | -$18.24万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $101.54万 | 0.05% | 7,755 | -50 | -0.6% | -$6,547 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $102.90万 | 0.05% | 12,711 | -1,789 | -12.3% | -$14.48万 | 减仓 |
| EQIX | EQUINIX INC | $108.71万 | 0.05% | 1,109 | -10 | -0.9% | -$9,802 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $114.24万 | 0.06% | 8,448 | 645 | 8.3% | $8.72万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $115.22万 | 0.06% | 2,655 | -750 | -22.0% | -$32.55万 | 减仓 |
| KR | KROGER CO | $116.04万 | 0.06% | 16,036 | -1,154 | -6.7% | -$8.35万 | 减仓 |
| XEL | XCEL ENERGY INC | $116.52万 | 0.06% | 14,668 | 45 | 0.3% | $3,575 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $118.99万 | 0.06% | 7,250 | -227 | -3.0% | -$3.73万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $121.96万 | 0.06% | 9,393 | -251 | -2.6% | -$3.26万 | 减仓 |
| WMB | WILLIAMS COS INC | $125.96万 | 0.06% | 17,307 | -304 | -1.7% | -$2.21万 | 减仓 |
| MS | MORGAN STANLEY | $126.50万 | 0.06% | 7,687 | 66 | 0.9% | $1.09万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $126.88万 | 0.06% | 4,421 | -22 | -0.5% | -$6,314 | 减仓 |
| GPN | GLOBAL PMTS INC | $127.78万 | 0.06% | 18,986 | 15,934 | 522.1% | $107.24万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $128.86万 | 0.06% | 8,286 | 8,286 | — | $128.86万 | 新建仓 |
| SO | SOUTHERN CO | $130.07万 | 0.06% | 13,476 | -490 | -3.5% | -$4.73万 | 减仓 |
| YUM | YUM BRANDS INC | $131.75万 | 0.07% | 8,474 | 151 | 1.8% | $2.35万 | 加仓 |
| PCAR | PACCAR INC | $133.58万 | 0.07% | 11,565 | 118 | 1.0% | $1.36万 | 加仓 |
| OKE | ONEOK INC NEW | $134.25万 | 0.07% | 14,852 | 2,434 | 19.6% | $22.00万 | 加仓 |
| AMAT | APPLIED MATLS INC | $134.43万 | 0.07% | 3,933 | 14 | 0.4% | $4,785 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $138.28万 | 0.07% | 11,944 | 398 | 3.4% | $4.61万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $138.59万 | 0.07% | 7,597 | 1,466 | 23.9% | $26.74万 | 加仓 |
| PGR | PROGRESSIVE CORP | $139.94万 | 0.07% | 7,059 | -500 | -6.6% | -$9.91万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $143.97万 | 0.07% | 14,634 | -70 | -0.5% | -$6,887 | 减仓 |
| MET | METLIFE INC | $145.13万 | 0.07% | 20,522 | 9,132 | 80.2% | $64.58万 | 加仓 |
| CRM | SALESFORCE INC | $147.08万 | 0.07% | 7,879 | -159 | -2.0% | -$2.97万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $147.51万 | 0.07% | 43,992 | -353 | -0.8% | -$1.18万 | 减仓 |
| DLTR | DOLLAR TREE INC | $151.45万 | 0.08% | 13,830 | 12,062 | 682.2% | $132.09万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $154.01万 | 0.08% | 5,515 | -815 | -12.9% | -$22.76万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $155.56万 | 0.08% | 4,507 | 15 | 0.3% | $5,177 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $161.36万 | 0.08% | 12,310 | -125 | -1.0% | -$1.64万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $162.36万 | 0.08% | 5,546 | -458 | -7.6% | -$13.41万 | 减仓 |
| T | AT&T INC | $162.38万 | 0.08% | 56,011 | -465 | -0.8% | -$1.35万 | 减仓 |
| MCK | MCKESSON CORP | $163.73万 | 0.08% | 1,892 | -370 | -16.4% | -$32.02万 | 减仓 |
| CI | THE CIGNA GROUP | $168.24万 | 0.08% | 6,307 | -137 | -2.1% | -$3.65万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $171.86万 | 0.09% | 5,892 | 36 | 0.6% | $1.05万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $174.11万 | 0.09% | 12,493 | 129 | 1.0% | $1.80万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $176.58万 | 0.09% | 5,941 | -1,649 | -21.7% | -$49.01万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $177.15万 | 0.09% | 2,094 | -253 | -10.8% | -$21.40万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $177.27万 | 0.09% | 5,165 | -151 | -2.8% | -$5.18万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $177.52万 | 0.09% | 30,798 | -124 | -0.4% | -$7,147 | 减仓 |
| SLB | SLB LIMITED | $183.36万 | 0.09% | 35,680 | -4,430 | -11.0% | -$22.77万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $184.27万 | 0.09% | 15,533 | 480 | 3.2% | $5.69万 | 加仓 |
| BAC | BANK AMERICA CORP | $187.52万 | 0.09% | 38,465 | -1,898 | -4.7% | -$9.25万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $188.07万 | 0.09% | 9,038 | -110 | -1.2% | -$2.29万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $190.36万 | 0.10% | 42,088 | -1,765 | -4.0% | -$7.98万 | 减仓 |
| PNR | PENTAIR PLC | $203.92万 | 0.10% | 23,410 | -2,354 | -9.1% | -$20.51万 | 减仓 |
| STE | STERIS PLC | $205.28万 | 0.10% | 9,283 | 9,283 | — | $205.28万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $210.55万 | 0.11% | 10,350 | 397 | 4.0% | $8.08万 | 加仓 |
| GE | GE AEROSPACE | $211.66万 | 0.11% | 7,459 | -13,742 | -64.8% | -$389.96万 | 减仓 |
| APH | AMPHENOL CORP | $217.51万 | 0.11% | 17,215 | -67 | -0.4% | -$8,465 | 减仓 |
| CVS | CVS HEALTH CORP | $220.51万 | 0.11% | 30,703 | 824 | 2.8% | $5.92万 | 加仓 |
| CTAS | CINTAS CORP | $222.01万 | 0.11% | 13,126 | -16 | -0.1% | -$2,706 | 减仓 |
| CMCSA | COMCAST CORP NEW | $225.18万 | 0.11% | 78,432 | -5,228 | -6.2% | -$15.01万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $228.00万 | 0.11% | 13,145 | -10,082 | -43.4% | -$174.87万 | 减仓 |
| SBUX | STARBUCKS CORP | $230.12万 | 0.11% | 25,686 | 36 | 0.1% | $3,225 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $230.52万 | 0.12% | 31,814 | 8,052 | 33.9% | $58.34万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $232.03万 | 0.12% | 6,557 | -6,489 | -49.7% | -$229.62万 | 减仓 |
| RGLD | ROYAL GOLD INC | $232.76万 | 0.12% | 9,146 | -13,835 | -60.2% | -$352.09万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $233.68万 | 0.12% | 7,290 | -428 | -5.5% | -$13.72万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $240.58万 | 0.12% | 15,903 | -838 | -5.0% | -$12.68万 | 减仓 |
| ABNB | AIRBNB INC | $240.61万 | 0.12% | 19,054 | 5,636 | 42.0% | $71.17万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $242.16万 | 0.12% | 26,273 | -207 | -0.8% | -$1.91万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $244.56万 | 0.12% | 11,446 | -4,880 | -29.9% | -$104.27万 | 减仓 |
| APP | APPLOVIN CORP | $244.93万 | 0.12% | 6,154 | 235 | 4.0% | $9.35万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $252.03万 | 0.13% | 19,801 | 17,330 | 701.3% | $220.58万 | 加仓 |
| RTX | RTX CORPORATION | $252.12万 | 0.13% | 13,070 | -17,021 | -56.6% | -$328.34万 | 减仓 |
| SNPS | SYNOPSYS INC | $252.72万 | 0.13% | 6,374 | -5,052 | -44.2% | -$200.30万 | 减仓 |
| GLW | CORNING INC | $256.34万 | 0.13% | 18,853 | 1,654 | 9.6% | $22.49万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $257.69万 | 0.13% | 5,430 | 1,539 | 39.6% | $73.03万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $259.85万 | 0.13% | 16,442 | -8,806 | -34.9% | -$139.17万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $263.72万 | 0.13% | 2,091 | 386 | 22.6% | $48.68万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $264.16万 | 0.13% | 56,313 | 10,084 | 21.8% | $47.30万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $265.68万 | 0.13% | 23,845 | -510 | -2.1% | -$5.68万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $265.80万 | 0.13% | 3,896 | 205 | 5.6% | $13.99万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $269.86万 | 0.13% | 20,608 | -18,906 | -47.8% | -$247.57万 | 减仓 |
| DDOG | DATADOG INC CL A | $270.83万 | 0.14% | 22,942 | -979 | -4.1% | -$11.56万 | 减仓 |
| MPC | MARATHON PETE CORP | $271.16万 | 0.14% | 11,105 | -6,654 | -37.5% | -$162.48万 | 减仓 |
| PHM | PULTE GROUP INC | $271.68万 | 0.14% | 23,100 | -1,101 | -4.5% | -$12.95万 | 减仓 |
| APTV | APTIV PLC | $272.90万 | 0.14% | 39,300 | -2,945 | -7.0% | -$20.45万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $274.09万 | 0.14% | 12,971 | -24,170 | -65.1% | -$510.74万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $275.60万 | 0.14% | 12,701 | 7,410 | 140.0% | $160.79万 | 加仓 |
| DIS | DISNEY WALT CO | $277.17万 | 0.14% | 28,758 | -2,779 | -8.8% | -$26.78万 | 减仓 |