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 |
|---|---|---|---|---|---|---|---|---|
| CRS | CARPENTER TECHNOLOGY CORP | $70.75万 | 0.03% | 1,147 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $70.85万 | 0.03% | 935 | 5 | 0.5% | $3,789 | 加仓 |
| PSA | PUBLIC STORAGE | $71.91万 | 0.03% | 2,259 | 80 | 3.7% | $2.55万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $71.99万 | 0.03% | 23,838 | -1,930 | -7.5% | -$5.83万 | 减仓 |
| DHR | DANAHER CORP DEL | $78.38万 | 0.04% | 4,115 | -14,733 | -78.2% | -$280.63万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $78.45万 | 0.04% | 4,463 | 252 | 6.0% | $4.43万 | 加仓 |
| AEE | AMEREN CORP | $78.73万 | 0.04% | 6,965 | 131 | 1.9% | $1.48万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $78.92万 | 0.04% | 12,549 | -814 | -6.1% | -$5.12万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $79.82万 | 0.04% | 6,023 | -2,425 | -28.7% | -$32.14万 | 减仓 |
| TWLO | TWILIO INC | $80.28万 | 0.04% | 3,891 | 59 | 1.5% | $1.22万 | 加仓 |
| SNOW | SNOWFLAKE INC | $80.85万 | 0.04% | 3,177 | 41 | 1.3% | $1.04万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $80.91万 | 0.04% | 7,858 | -428 | -5.2% | -$4.41万 | 减仓 |
| CIEN | CIENA CORP | $82.27万 | 0.04% | 1,677 | 306 | 22.3% | $15.01万 | 加仓 |
| PAYX | PAYCHEX INC | $82.49万 | 0.04% | 8,389 | 1,840 | 28.1% | $18.09万 | 加仓 |
| RS | RELIANCE INC | $82.94万 | 0.04% | 2,220 | -24 | -1.1% | -$8,966 | 减仓 |
| ETN | EATON CORP PLC | $83.26万 | 0.04% | 1,954 | -14,996 | -88.5% | -$639.01万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $83.38万 | 0.04% | 3,728 | -863 | -18.8% | -$19.30万 | 减仓 |
| NTAP | NETAPP INC | $84.68万 | 0.04% | 5,472 | 341 | 6.6% | $5.28万 | 加仓 |
| KR | KROGER CO | $84.86万 | 0.04% | 15,281 | -755 | -4.7% | -$4.19万 | 减仓 |
| MTB | M & T BK CORP | $84.97万 | 0.04% | 3,570 | 30 | 0.8% | $7,140 | 加仓 |
| KVUE | KENVUE INC | $85.87万 | 0.04% | 44,936 | 4,800 | 12.0% | $9.17万 | 加仓 |
| ILMN | ILLUMINA INC | $85.98万 | 0.04% | 4,890 | 165 | 3.5% | $2.90万 | 加仓 |
| MCK | MCKESSON CORP | $89.46万 | 0.04% | 1,184 | -708 | -37.4% | -$53.50万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $89.53万 | 0.04% | 5,312 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $90.48万 | 0.04% | 3,809 | -157 | -4.0% | -$3.73万 | 减仓 |
| CTVA | CORTEVA INC | $90.51万 | 0.04% | 10,687 | 301 | 2.9% | $2.55万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $90.80万 | 0.04% | 12,183 | 8,788 | 258.9% | $65.50万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $91.11万 | 0.04% | 2,194 | -461 | -17.4% | -$19.14万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $91.49万 | 0.04% | 3,855 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $91.85万 | 0.04% | 9,974 | -825 | -7.6% | -$7.60万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $92.28万 | 0.04% | 12,788 | -406 | -3.1% | -$2.93万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $92.76万 | 0.04% | 3,450 | 80 | 2.4% | $2.15万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $96.40万 | 0.04% | 4,199 | 59 | 1.4% | $1.35万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $98.28万 | 0.04% | 7,764 | 9 | 0.1% | $1,139 | 加仓 |
| FIX | COMFORT SYS USA INC | $98.50万 | 0.04% | 497 | 77 | 18.3% | $15.26万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $99.62万 | 0.04% | 2,555 | -5,070 | -66.5% | -$197.67万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $100.58万 | 0.05% | 6,661 | 6,661 | — | $100.58万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $101.69万 | 0.05% | 9,393 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $104.57万 | 0.05% | 12,884 | 173 | 1.4% | $1.40万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $106.13万 | 0.05% | 18,827 | -266 | -1.4% | -$1.50万 | 减仓 |
| STT | STATE STR CORP | $109.38万 | 0.05% | 6,449 | -108 | -1.6% | -$1.83万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $111.16万 | 0.05% | 33,963 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $112.20万 | 0.05% | 63,283 | 10,900 | 20.8% | $19.33万 | 加仓 |
| CRM | SALESFORCE INC | $112.78万 | 0.05% | 7,199 | -680 | -8.6% | -$10.65万 | 减仓 |
| EQIX | EQUINIX INC | $116.85万 | 0.05% | 1,121 | 12 | 1.1% | $1.25万 | 加仓 |
| WMB | WILLIAMS COS INC | $118.02万 | 0.05% | 15,876 | -1,431 | -8.3% | -$10.64万 | 减仓 |
| OKE | ONEOK INC NEW | $121.99万 | 0.05% | 14,031 | -821 | -5.5% | -$7.14万 | 减仓 |
| GLW | CORNING INC | $122.04万 | 0.05% | 4,778 | -14,075 | -74.7% | -$359.52万 | 减仓 |
| T | AT&T INC | $123.32万 | 0.06% | 59,575 | 3,564 | 6.4% | $7.38万 | 加仓 |
| XEL | XCEL ENERGY INC | $123.84万 | 0.06% | 15,422 | 754 | 5.1% | $6.05万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $124.61万 | 0.06% | 5,017 | -498 | -9.0% | -$12.37万 | 减仓 |
| MET | METLIFE INC | $124.75万 | 0.06% | 14,744 | -5,778 | -28.2% | -$48.89万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $125.49万 | 0.06% | 1,283 | 1,006 | 363.2% | $98.40万 | 加仓 |
| YUM | YUM BRANDS INC | $125.79万 | 0.06% | 7,869 | -605 | -7.1% | -$9.67万 | 减仓 |
| EQT | EQT CORP | $126.44万 | 0.06% | 23,780 | 23,780 | — | $126.44万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $126.61万 | 0.06% | 1,312 | 413 | 45.9% | $39.85万 | 加仓 |
| SO | SOUTHERN CO | $130.46万 | 0.06% | 13,631 | 155 | 1.2% | $1.48万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $134.66万 | 0.06% | 42,122 | -1,870 | -4.3% | -$5.98万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $135.10万 | 0.06% | 4,649 | 142 | 3.2% | $4.13万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $135.10万 | 0.06% | 6,734 | -863 | -11.4% | -$17.31万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $136.67万 | 0.06% | 6,779 | 5,315 | 363.0% | $107.16万 | 加仓 |
| ZTS | ZOETIS INC | $137.64万 | 0.06% | 19,154 | -14,744 | -43.5% | -$105.95万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $139.08万 | 0.06% | 4,421 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $139.43万 | 0.06% | 1,167 | 969 | 489.4% | $115.77万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $140.15万 | 0.06% | 12,002 | 58 | 0.5% | $6,773 | 加仓 |
| PCAR | PACCAR INC | $140.90万 | 0.06% | 11,730 | 165 | 1.4% | $1.98万 | 加仓 |
| VST | VISTRA CORP | $141.43万 | 0.06% | 8,916 | 2,700 | 43.4% | $42.83万 | 加仓 |
| CRH | CRH PLC | $144.38万 | 0.06% | 13,493 | 13,493 | — | $144.38万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $150.64万 | 0.07% | 13,957 | -15,330 | -52.3% | -$165.46万 | 减仓 |
| MS | MORGAN STANLEY | $158.87万 | 0.07% | 7,600 | -87 | -1.1% | -$1.82万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $159.59万 | 0.07% | 14,846 | 212 | 1.4% | $2.28万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $165.03万 | 0.07% | 36,585 | 656 | 1.8% | $2.96万 | 加仓 |
| GPN | GLOBAL PMTS INC | $166.86万 | 0.08% | 22,996 | 4,010 | 21.1% | $29.10万 | 加仓 |
| SLB | SLB LIMITED | $167.52万 | 0.08% | 36,034 | 354 | 1.0% | $1.65万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $172.20万 | 0.08% | 12,587 | 277 | 2.3% | $3.79万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $173.75万 | 0.08% | 7,859 | 7,859 | — | $173.75万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $174.37万 | 0.08% | 3,522 | 996 | 39.4% | $49.31万 | 加仓 |
| HON | HONEYWELL INTL INC | $175.96万 | 0.08% | 7,859 | -7,968 | -50.3% | -$178.40万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $177.95万 | 0.08% | 3,494 | -402 | -10.3% | -$20.47万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $179.28万 | 0.08% | 30,996 | 198 | 0.6% | $1.15万 | 加仓 |
| BE | BLOOM ENERGY CORP | $179.44万 | 0.08% | 5,928 | 5,928 | — | $179.44万 | 新建仓 |
| PNR | PENTAIR PLC | $179.46万 | 0.08% | 23,410 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $183.08万 | 0.08% | 6,641 | 334 | 5.3% | $9.21万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $184.04万 | 0.08% | 5,575 | -317 | -5.4% | -$10.46万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $187.76万 | 0.08% | 5,925 | -16 | -0.3% | -$5,070 | 减仓 |
| RGLD | ROYAL GOLD INC | $188.41万 | 0.08% | 9,439 | 293 | 3.2% | $5.85万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $189.87万 | 0.09% | 77,340 | -1,092 | -1.4% | -$2.68万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $190.58万 | 0.09% | 6,002 | 4,440 | 284.3% | $140.98万 | 加仓 |
| FDX | FEDEX CORP | $194.05万 | 0.09% | 6,197 | -7,262 | -54.0% | -$227.40万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $195.68万 | 0.09% | 5,524 | 359 | 7.0% | $12.72万 | 加仓 |
| ALB | ALBEMARLE CORP | $201.15万 | 0.09% | 14,897 | -761 | -4.9% | -$10.28万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $201.77万 | 0.09% | 1,995 | -99 | -4.7% | -$10.01万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $202.08万 | 0.09% | 46,799 | 4,711 | 11.2% | $20.34万 | 加仓 |
| STE | STERIS PLC | $203.83万 | 0.09% | 9,680 | 397 | 4.3% | $8.36万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $208.64万 | 0.09% | 5,395 | -151 | -2.7% | -$5.84万 | 减仓 |
| BAC | BANK OF AMER CORP | $210.75万 | 0.09% | 36,987 | -1,478 | -3.8% | -$8.42万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $211.48万 | 0.10% | 8,589 | -449 | -5.0% | -$11.06万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $213.93万 | 0.10% | 6,322 | -235 | -3.6% | -$7.95万 | 减仓 |
| CTAS | CINTAS CORP | $216.97万 | 0.10% | 12,757 | -369 | -2.8% | -$6.28万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $218.55万 | 0.10% | 2,547 | 913 | 55.9% | $78.34万 | 重新持有 |