13F 机构持仓

Meiji Yasuda Asset Management Co Ltd.

Tokyo M0 · SEC CIK 0001491685

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$22.22亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 4.3%
AAPL 3.5%
MSFT 2.8%
GOOGL 2.6%
AMZN 1.9%
AVGO 1.5%
EXXON MOBIL CO 1.5%
ABBV 1.4%
VZ 1.4%
META 1.3%

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
CME CME GROUP INC $277.45万0.14%9,394 -23-0.2% -$6,793 减仓
MA MASTERCARD INCORPORATED $279.26万0.14%5,589 -6,611-54.2% -$330.33万 减仓
TSN TYSON FOODS INC $279.95万0.14%43,694 -3,708-7.8% -$23.76万 减仓
ALB ALBEMARLE CORP $281.11万0.14%15,658 -30,772-66.3% -$552.45万 减仓
PRU PRUDENTIAL FINL INC $286.10万0.14%29,287 29,287— $286.10万 新建仓
AMP AMERIPRISE FINL INC $287.30万0.14%6,465 6,465— $287.30万 新建仓
DCI DONALDSON INC $289.84万0.14%34,151 -25,806-43.0% -$219.02万 减仓
MELI MERCADOLIBRE INC $290.82万0.15%1,682 -54-3.1% -$9.34万 减仓
KKR KKR & CO INC $293.95万0.15%31,778 26,481499.9% $244.95万 加仓
MSA MSA SAFETY INC $294.09万0.15%17,938 -1,359-7.0% -$22.28万 减仓
ORCL ORACLE CORP $306.36万0.15%20,825 -940-4.3% -$13.83万 减仓
WDC WESTERN DIGITAL CORP $311.55万0.16%11,518 11,518— $311.55万 新建仓
NUE NUCOR CORP $314.86万0.16%18,620 -19,788-51.5% -$334.62万 减仓
VICI VICI PPTYS INC $315.92万0.16%115,638 9,3858.8% $25.64万 加仓
SNDK SANDISK CORP $317.80万0.16%5,002 5,002— $317.80万 新建仓
AIZ ASSURANT INC $318.02万0.16%14,601 -7,153-32.9% -$155.80万 减仓
PODD INSULET CORP $321.31万0.16%15,312 -384-2.4% -$8.06万 减仓
EW EDWARDS LIFESCIENCES CORP $323.76万0.16%40,429 35,363698.0% $283.19万 加仓
VLO VALERO ENERGY CORP $324.93万0.16%13,151 -1,601-10.9% -$39.56万 减仓
UNP UNION PAC CORP $325.74万0.16%13,426 -5,786-30.1% -$140.38万 减仓
KLAC KLA CORP $326.14万0.16%2,215 -1,271-36.5% -$187.14万 减仓
NDSN NORDSON CORP $328.88万0.16%12,361 9,509333.4% $253.00万 加仓
LECO LINCOLN ELEC HLDGS INC $333.22万0.17%13,378 -7,626-36.3% -$189.95万 减仓
SSNC SS&C TECH HLDGS $338.70万0.17%50,126 -1,786-3.4% -$12.07万 减仓
RMBS RAMBUS INC DEL $341.20万0.17%39,661 37,1611,486.4% $319.70万 加仓
DOV DOVER CORP $345.86万0.17%16,592 -2,606-13.6% -$54.32万 减仓
PFE PFIZER INC $347.16万0.17%123,632 -1,901-1.5% -$5.34万 减仓
DTE DTE ENERGY CO $349.99万0.17%23,936 -2,319-8.8% -$33.91万 减仓
WST WEST PHARMACEUTICAL SVSC INC $350.92万0.18%14,001 3,00627.3% $75.34万 加仓
CRWD CROWDSTRIKE HLDGS INC $351.53万0.18%9,004 1,24316.0% $48.53万 加仓
ROST ROSS STORES INC $353.67万0.18%16,326 -603-3.6% -$13.06万 减仓
DHR DANAHER CORP DEL $357.36万0.18%18,848 -1,113-5.6% -$21.10万 减仓
— HONEYWELL INTL INC $357.74万0.18%15,827 -1,048-6.2% -$23.69万 减仓
VMC VULCAN MATLS CO $359.30万0.18%13,195 -3,400-20.5% -$92.58万 减仓
HCA HCA HEALTHCARE INC $360.85万0.18%7,625 -602-7.3% -$28.49万 减仓
P EVERPURE INC $371.01万0.19%62,841 14,71730.6% $86.89万 加仓
TMUS T-MOBILE US INC $371.33万0.19%17,680 -264-1.5% -$5.54万 减仓
CHD CHURCH & DWIGHT CO INC $372.27万0.19%39,892 9,10029.6% $84.92万 加仓
BMY BRISTOL-MYERS SQUIBB CO $372.57万0.19%61,430 -9,581-13.5% -$58.11万 减仓
CSL CARLISLE COS INC $379.79万0.19%11,384 3,49444.3% $116.57万 加仓
NEM NEWMONT CORP $383.88万0.19%35,462 -10,515-22.9% -$113.82万 减仓
FUL FULLER H B CO $390.11万0.19%63,248 9,13616.9% $56.35万 加仓
COP CONOCOPHILLIPS $390.71万0.20%29,599 -587-1.9% -$7.75万 减仓
ANET ARISTA NETWORKS INC $394.84万0.20%32,158 -3,369-9.5% -$41.36万 减仓
BSX BOSTON SCIENTIFIC CORP $396.28万0.20%63,152 -3,129-4.7% -$19.63万 减仓
ATR APTARGROUP INC $396.36万0.20%31,452 11,51257.7% $145.07万 加仓
VRTX VERTEX PHARMACEUTICALS INC $399.21万0.20%8,940 -281-3.0% -$12.55万 减仓
CSX CSX CORP $400.27万0.20%97,508 -13,630-12.3% -$55.95万 减仓
ZTS ZOETIS INC $400.71万0.20%33,898 -6,377-15.8% -$75.38万 减仓
ESI ELEMENT SOLUTIONS INC $411.44万0.21%120,516 48,93568.4% $167.06万 加仓
AMGN AMGEN INC $427.67万0.21%12,155 -137-1.1% -$4.82万 减仓
CB CHUBB LTD SWITZ $432.09万0.22%13,257 -4,148-23.8% -$135.20万 减仓
WM WASTE MGMT INC DEL $447.31万0.22%19,466 -2,117-9.8% -$48.65万 减仓
COST COSTCO WHOLESALE CORPORATION $469.62万0.23%4,713 -2,976-38.7% -$296.54万 减仓
JBHT HUNT J B TRANS SVCS INC $470.88万0.24%22,222 -6,319-22.1% -$133.90万 减仓
NOW SERVICENOW INC $478.93万0.24%45,809 -13,957-23.4% -$145.92万 减仓
AEIS ADVANCED ENERGY INDS $479.32万0.24%14,853 14,853— $479.32万 新建仓
FDX FEDEX CORP $479.38万0.24%13,459 -2,566-16.0% -$91.40万 减仓
BDX BECTON DICKINSON & CO $482.48万0.24%30,686 2,87110.3% $45.14万 加仓
MO ALTRIA GROUP INC $490.91万0.25%74,392 32,14476.1% $212.12万 加仓
RPM RPM INTL INC $492.37万0.25%49,534 44,041801.8% $437.77万 加仓
R RYDER SYS INC $495.07万0.25%24,184 -7,919-24.7% -$162.11万 减仓
UTHR UNITED THERAPEUTICS CORP DEL $507.35万0.25%8,556 2,96553.0% $175.82万 加仓
THG HANOVER INS GROUP INC $513.08万0.26%29,598 29,598— $513.08万 新建仓
TTC TORO CO $513.43万0.26%54,948 -6,207-10.1% -$58.00万 减仓
DE DEERE & CO $517.95万0.26%9,195 3,24054.4% $182.51万 加仓
TW TRADEWEB MKTS INC $518.93万0.26%44,104 -1,710-3.7% -$20.12万 减仓
COR CENCORA INC $519.24万0.26%16,529 3,75029.3% $117.80万 加仓
NET CLOUDFLARE INC CL A $529.98万0.26%25,685 25,685— $529.98万 新建仓
VRT VERTIV HOLDINGS CO $531.83万0.27%21,224 -7,313-25.6% -$183.25万 减仓
MKC MCCORMICK & CO INC $534.77万0.27%106,022 11,75912.5% $59.31万 加仓
HEI/A HEICO CORP NEW $543.49万0.27%25,747 -788-3.0% -$16.63万 减仓
PWR QUANTA SVCS INC $544.57万0.27%9,919 -2,737-21.6% -$150.27万 减仓
ABM ABM INDS INC $548.58万0.27%142,415 42,78342.9% $164.80万 加仓
ISRG INTUITIVE SURGICAL INC $554.43万0.28%12,027 -481-3.8% -$22.17万 减仓
MU MICRON TECHNOLOGY INC $555.75万0.28%16,450 -6,742-29.1% -$227.77万 减仓
EMR EMERSON ELEC CO $564.38万0.28%43,076 -6,663-13.4% -$87.30万 减仓
WFC WELLS FARGO & CO $571.48万0.29%71,785 44,905167.1% $357.49万 加仓
PLD PROLOGIS INC. $580.01万0.29%43,880 -1,532-3.4% -$20.25万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $584.32万0.29%90,438 -61,816-40.6% -$399.39万 减仓
IBM INTERNATIONAL BUSINESS MACHS $585.27万0.29%24,146 1,0294.5% $24.94万 加仓
BMI BADGER METER INC $598.51万0.30%39,285 10,46736.3% $159.46万 加仓
MCD MCDONALDS CORP $605.48万0.30%19,482 -13-0.1% -$4,040 减仓
ETN EATON CORP PLC $606.25万0.30%16,950 -7,337-30.2% -$262.42万 减仓
CWT CALIFORNIA WTR SVC GROUP $608.08万0.30%134,116 49,31758.2% $223.60万 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $608.87万0.30%21,563 -991-4.4% -$27.98万 减仓
SRE SEMPRA $611.45万0.31%62,926 -2,693-4.1% -$26.17万 减仓
PANW PALO ALTO NETWORKS INC $611.65万0.31%38,152 -3,536-8.5% -$56.69万 减仓
LMT LOCKHEED MARTIN CORP $622.70万0.31%10,303 -29-0.3% -$1.75万 减仓
NKE NIKE INC $628.58万0.31%119,005 17,70017.5% $93.49万 加仓
AFL AFLAC INC $639.61万0.32%58,300 -11,048-15.9% -$121.21万 减仓
TMO THERMO FISHER SCIENTIFIC INC $646.90万0.32%13,161 -516-3.8% -$25.36万 减仓
AME AMETEK INC $658.30万0.33%30,710 -676-2.2% -$14.49万 减仓
FAST FASTENAL CO $661.44万0.33%142,552 118,007480.8% $547.55万 加仓
AWR AMER STATES WTR CO $667.32万0.33%88,246 31,36155.1% $237.15万 加仓
NFLX NETFLIX INC. $668.10万0.33%69,485 1,7332.6% $16.66万 加仓
GEV GE VERNOVA INC $669.17万0.33%7,666 79211.5% $69.13万 加仓
ADP AUTOMATIC DATA PROCESSING IN $672.06万0.34%33,077 4,47315.6% $90.88万 加仓
PPG PPG INDS INC $674.15万0.34%63,075 8,20415.0% $87.68万 加仓
LOW LOWES COS INC $688.71万0.34%29,148 -2,512-7.9% -$59.35万 减仓