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 |
|---|---|---|---|---|---|---|---|---|
| MRSH | MARSH & MCLENNAN COS INC | $220.19万 | 0.10% | 13,211 | 66 | 0.5% | $1.10万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $221.69万 | 0.10% | 15,330 | -203 | -1.3% | -$2.94万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $232.63万 | 0.10% | 16,889 | 447 | 2.7% | $6.16万 | 加仓 |
| APTV | APTIV PLC | $236.58万 | 0.11% | 38,543 | -757 | -1.9% | -$4.65万 | 减仓 |
| SITM | SITIME CORP | $237.01万 | 0.11% | 3,179 | 3,179 | — | $237.01万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $242.40万 | 0.11% | 7,040 | -250 | -3.4% | -$8.61万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $247.09万 | 0.11% | 14,650 | 14,650 | — | $247.09万 | 新建仓 |
| MPC | MARATHON PETE CORP | $247.34万 | 0.11% | 9,674 | -1,431 | -12.9% | -$36.59万 | 减仓 |
| TSN | TYSON FOODS INC | $248.26万 | 0.11% | 43,365 | -329 | -0.8% | -$1.88万 | 减仓 |
| GE | GE AEROSPACE | $249.02万 | 0.11% | 6,663 | -796 | -10.7% | -$29.75万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $260.22万 | 0.12% | 5,946 | 516 | 9.5% | $22.58万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $264.98万 | 0.12% | 24,721 | -1,552 | -5.9% | -$16.64万 | 减仓 |
| SBUX | STARBUCKS CORP | $267.35万 | 0.12% | 26,162 | 476 | 1.9% | $4.86万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $272.00万 | 0.12% | 5,339 | -4,964 | -48.2% | -$252.90万 | 减仓 |
| DIS | DISNEY WALT CO | $272.13万 | 0.12% | 28,273 | -485 | -1.7% | -$4.67万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $272.16万 | 0.12% | 11,829 | -872 | -6.9% | -$20.06万 | 减仓 |
| ABNB | AIRBNB INC | $278.94万 | 0.13% | 19,493 | 439 | 2.3% | $6.28万 | 加仓 |
| MELI | MERCADOLIBRE INC | $279.73万 | 0.13% | 1,648 | -34 | -2.0% | -$5.77万 | 减仓 |
| DOV | DOVER CORP | $280.26万 | 0.13% | 12,496 | -4,096 | -24.7% | -$91.87万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $283.83万 | 0.13% | 73,001 | 16,688 | 29.6% | $64.88万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $291.43万 | 0.13% | 30,319 | -1,495 | -4.7% | -$14.37万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $292.18万 | 0.13% | 6,369 | -96 | -1.5% | -$4.40万 | 减仓 |
| PFE | PFIZER INC | $296.93万 | 0.13% | 123,310 | -322 | -0.3% | -$7,754 | 减仓 |
| VLO | VALERO ENERGY CORP | $297.97万 | 0.13% | 11,441 | -1,710 | -13.0% | -$44.54万 | 减仓 |
| ORCL | ORACLE CORP | $298.54万 | 0.13% | 20,371 | -454 | -2.2% | -$6.65万 | 减仓 |
| APH | AMPHENOL CORP | $301.44万 | 0.14% | 17,096 | -119 | -0.7% | -$2.10万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $303.10万 | 0.14% | 16,883 | 15,615 | 1,231.5% | $280.34万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $303.74万 | 0.14% | 5,914 | 325 | 5.8% | $16.69万 | 加仓 |
| DCI | DONALDSON INC | $303.83万 | 0.14% | 33,845 | -306 | -0.9% | -$2.75万 | 减仓 |
| PHM | PULTE GROUP INC | $304.58万 | 0.14% | 22,198 | -902 | -3.9% | -$12.38万 | 减仓 |
| MSA | MSA SAFETY INC | $308.47万 | 0.14% | 17,669 | -269 | -1.5% | -$4.70万 | 减仓 |
| COP | CONOCOPHILLIPS | $309.83万 | 0.14% | 29,803 | 204 | 0.7% | $2.12万 | 加仓 |
| CVS | CVS HEALTH CORP | $315.45万 | 0.14% | 30,493 | -210 | -0.7% | -$2.17万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $315.55万 | 0.14% | 21,597 | 989 | 4.8% | $14.45万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $320.47万 | 0.14% | 6,392 | -6,769 | -51.4% | -$339.37万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $323.70万 | 0.15% | 13,626 | 655 | 5.0% | $15.56万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $324.08万 | 0.15% | 151,440 | 151,440 | — | $324.08万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $327.02万 | 0.15% | 52,703 | 2,577 | 5.1% | $15.99万 | 加仓 |
| BRO | BROWN & BROWN INC | $329.02万 | 0.15% | 51,289 | 51,289 | — | $329.02万 | 新建仓 |
| VICI | VICI PPTYS INC | $332.10万 | 0.15% | 125,086 | 9,448 | 8.2% | $25.08万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $337.52万 | 0.15% | 2,642 | 551 | 26.4% | $70.39万 | 加仓 |
| NUE | NUCOR CORP | $349.45万 | 0.16% | 15,688 | -2,932 | -15.7% | -$65.31万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $351.08万 | 0.16% | 13,223 | -155 | -1.2% | -$4.12万 | 减仓 |
| NDSN | NORDSON CORP | $353.85万 | 0.16% | 11,729 | -632 | -5.1% | -$19.07万 | 减仓 |
| UNP | UNION PAC CORP | $355.61万 | 0.16% | 13,074 | -352 | -2.6% | -$9.57万 | 减仓 |
| CSL | CARLISLE COS INC | $356.62万 | 0.16% | 9,831 | -1,553 | -13.6% | -$56.34万 | 减仓 |
| PODD | INSULET CORP | $357.19万 | 0.16% | 23,461 | 8,149 | 53.2% | $124.07万 | 加仓 |
| DTE | DTE ENERGY CO | $359.79万 | 0.16% | 23,613 | -323 | -1.3% | -$4.92万 | 减仓 |
| PGR | PROGRESSIVE CORP | $360.16万 | 0.16% | 16,487 | 9,428 | 133.6% | $205.95万 | 加仓 |
| APP | APPLOVIN CORP | $366.17万 | 0.16% | 7,107 | 953 | 15.5% | $49.10万 | 加仓 |
| FUL | FULLER H B CO | $368.67万 | 0.17% | 63,248 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $374.06万 | 0.17% | 17,574 | 1,248 | 7.6% | $26.56万 | 加仓 |
| VMC | VULCAN MATLS CO | $378.53万 | 0.17% | 12,831 | -364 | -2.8% | -$10.74万 | 减仓 |
| AIZ | ASSURANT INC | $384.72万 | 0.17% | 14,327 | -274 | -1.9% | -$7.36万 | 减仓 |
| NEM | NEWMONT CORP | $393.23万 | 0.18% | 42,102 | 6,640 | 18.7% | $62.02万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $393.84万 | 0.18% | 13,221 | 7,261 | 121.8% | $216.30万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $397.92万 | 0.18% | 41,074 | 1,182 | 3.0% | $11.45万 | 加仓 |
| ATR | APTARGROUP INC | $403.54万 | 0.18% | 32,232 | 780 | 2.5% | $9.77万 | 加仓 |
| TMUS | T-MOBILE US INC | $410.64万 | 0.18% | 24,482 | 6,802 | 38.5% | $114.09万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $422.19万 | 0.19% | 33,417 | 20,924 | 167.5% | $264.35万 | 加仓 |
| TW | TRADEWEB MKTS INC | $426.01万 | 0.19% | 42,746 | -1,358 | -3.1% | -$13.53万 | 减仓 |
| WAT | WATERS CORP | $434.78万 | 0.20% | 11,593 | 10,717 | 1,223.4% | $401.93万 | 加仓 |
| AMGN | AMGEN INC | $438.20万 | 0.20% | 12,101 | -54 | -0.4% | -$1.96万 | 减仓 |
| KLAC | KLA CORP | $441.13万 | 0.20% | 14,621 | -7,529 | -34.0% | -$227.16万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $452.55万 | 0.20% | 36,367 | -7 | -0.0% | -$871 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $455.29万 | 0.20% | 4,867 | 154 | 3.3% | $14.41万 | 加仓 |
| WM | WASTE MGMT INC DEL | $456.26万 | 0.21% | 20,471 | 1,005 | 5.2% | $22.40万 | 加仓 |
| CB | CHUBB LIMITED | $461.40万 | 0.21% | 13,541 | 284 | 2.1% | $9.68万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $463.47万 | 0.21% | 12,910 | -1,091 | -7.8% | -$39.17万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $466.64万 | 0.21% | 11,734 | -293 | -2.4% | -$11.65万 | 减仓 |
| CSX | CSX CORP | $472.56万 | 0.21% | 99,423 | 1,915 | 2.0% | $9.10万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $476.33万 | 0.21% | 31,476 | 790 | 2.6% | $11.96万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $483.22万 | 0.22% | 53,418 | 12,989 | 32.1% | $117.50万 | 加仓 |
| P | EVERPURE INC | $486.02万 | 0.22% | 61,685 | -1,156 | -1.8% | -$9.11万 | 减仓 |
| COR | CENCORA INC | $486.61万 | 0.22% | 17,196 | 667 | 4.0% | $18.87万 | 加仓 |
| NFLX | NETFLIX INC. | $499.89万 | 0.22% | 70,012 | 527 | 0.8% | $3.76万 | 加仓 |
| MCD | MCDONALDS CORP | $503.21万 | 0.23% | 18,616 | -866 | -4.4% | -$23.41万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $505.68万 | 0.23% | 29,767 | -2,391 | -7.4% | -$40.62万 | 减仓 |
| RMBS | RAMBUS INC DEL | $514.49万 | 0.23% | 38,759 | -902 | -2.3% | -$11.97万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $521.91万 | 0.23% | 6,839 | -2,165 | -24.0% | -$165.22万 | 减仓 |
| RPM | RPM INTL INC | $528.86万 | 0.24% | 47,581 | -1,953 | -3.9% | -$21.71万 | 减仓 |
| MKC | MCCORMICK & CO INC | $535.47万 | 0.24% | 106,202 | 180 | 0.2% | $9,076 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $540.69万 | 0.24% | 9,979 | 1,423 | 16.6% | $77.10万 | 加仓 |
| TTC | TORO CO | $545.47万 | 0.25% | 55,992 | 1,044 | 1.9% | $10.17万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $557.37万 | 0.25% | 11,671 | -10,731 | -47.9% | -$512.48万 | 减仓 |
| ADI | ANALOG DEVICES INC | $558.42万 | 0.25% | 14,060 | -9,762 | -41.0% | -$387.72万 | 减仓 |
| NKE | NIKE INC | $560.67万 | 0.25% | 136,582 | 17,577 | 14.8% | $72.15万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $560.67万 | 0.25% | 117,418 | -3,098 | -2.6% | -$14.79万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $562.78万 | 0.25% | 8,811 | -2,707 | -23.5% | -$172.90万 | 减仓 |
| DE | DEERE & CO | $564.68万 | 0.25% | 8,902 | -293 | -3.2% | -$18.59万 | 减仓 |
| MO | ALTRIA GROUP INC | $571.23万 | 0.26% | 79,392 | 5,000 | 6.7% | $35.97万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $573.36万 | 0.26% | 19,810 | -2,412 | -10.9% | -$69.81万 | 减仓 |
| SRE | SEMPRA | $574.84万 | 0.26% | 62,004 | -922 | -1.5% | -$8.55万 | 减仓 |
| DDOG | DATADOG INC CL A | $581.77万 | 0.26% | 22,345 | -597 | -2.6% | -$15.54万 | 减仓 |
| R | RYDER SYS INC | $584.80万 | 0.26% | 22,171 | -2,013 | -8.3% | -$53.10万 | 减仓 |
| PLD | PROLOGIS INC. | $589.17万 | 0.27% | 43,491 | -389 | -0.9% | -$5.27万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $593.38万 | 0.27% | 102,981 | 41,551 | 67.6% | $239.42万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $600.94万 | 0.27% | 123,523 | -10,593 | -7.9% | -$51.53万 | 减仓 |
| WLK | WESTLAKE CORPORATION | $604.28万 | 0.27% | 82,778 | 3,300 | 4.2% | $24.09万 | 加仓 |
| ABM | ABM INDS INC | $621.79万 | 0.28% | 140,549 | -1,866 | -1.3% | -$8.26万 | 减仓 |