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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $2,407.38万 | 1.08% | 176,081 | 2,597 | 1.5% | $35.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,431.60万 | 1.09% | 74,286 | -1,532 | -2.0% | -$50.15万 | 减仓 |
| META | META PLATFORMS INC | $2,457.52万 | 1.11% | 43,628 | -182 | -0.4% | -$10.25万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,461.99万 | 1.11% | 21,329 | 4,879 | 29.7% | $563.18万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,521.69万 | 1.13% | 99,291 | -1,133 | -1.1% | -$28.77万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,595.79万 | 1.17% | 613,083 | 45,922 | 8.1% | $194.43万 | 加仓 |
| AVGO | BROADCOM INC | $3,506.12万 | 1.58% | 92,816 | -6,038 | -6.1% | -$228.09万 | 减仓 |
| AMZN | AMAZON COM INC | $4,423.85万 | 1.99% | 185,611 | 314 | 0.2% | $7.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,677.51万 | 2.56% | 152,204 | -901 | -0.6% | -$33.61万 | 减仓 |
| GOOGL | ALPHABET INC | $6,422.22万 | 2.89% | 179,708 | -2,419 | -1.3% | -$86.45万 | 减仓 |
| AAPL | APPLE INC | $7,577.07万 | 3.41% | 261,856 | -15,692 | -5.7% | -$454.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $8,848.60万 | 3.98% | 442,231 | -48,777 | -9.9% | -$975.98万 | 减仓 |