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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 26,481 | 499.9% | $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 | 9,385 | 8.8% | $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 | 35,363 | 698.0% | $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 | 9,509 | 333.4% | $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 | 37,161 | 1,486.4% | $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 | 3,006 | 27.3% | $75.34万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $351.53万 | 0.18% | 9,004 | 1,243 | 16.0% | $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 | 14,717 | 30.6% | $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 | 9,100 | 29.6% | $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 | 3,494 | 44.3% | $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 | 9,136 | 16.9% | $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 | 11,512 | 57.7% | $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 | 48,935 | 68.4% | $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 | 2,871 | 10.3% | $45.14万 | 加仓 |
| MO | ALTRIA GROUP INC | $490.91万 | 0.25% | 74,392 | 32,144 | 76.1% | $212.12万 | 加仓 |
| RPM | RPM INTL INC | $492.37万 | 0.25% | 49,534 | 44,041 | 801.8% | $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 | 2,965 | 53.0% | $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 | 3,240 | 54.4% | $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 | 3,750 | 29.3% | $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 | 11,759 | 12.5% | $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 | 42,783 | 42.9% | $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 | 44,905 | 167.1% | $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 | 1,029 | 4.5% | $24.94万 | 加仓 |
| BMI | BADGER METER INC | $598.51万 | 0.30% | 39,285 | 10,467 | 36.3% | $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 | 49,317 | 58.2% | $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 | 17,700 | 17.5% | $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 | 118,007 | 480.8% | $547.55万 | 加仓 |
| AWR | AMER STATES WTR CO | $667.32万 | 0.33% | 88,246 | 31,361 | 55.1% | $237.15万 | 加仓 |
| NFLX | NETFLIX INC. | $668.10万 | 0.33% | 69,485 | 1,733 | 2.6% | $16.66万 | 加仓 |
| GEV | GE VERNOVA INC | $669.17万 | 0.33% | 7,666 | 792 | 11.5% | $69.13万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $672.06万 | 0.34% | 33,077 | 4,473 | 15.6% | $90.88万 | 加仓 |
| PPG | PPG INDS INC | $674.15万 | 0.34% | 63,075 | 8,204 | 15.0% | $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 |