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 |
|---|---|---|---|---|---|---|---|---|
| UGI | UGI CORP NEW | $0 | 0.00% | 0 | -431,818 | -100.0% | -$1,616.29万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -278,790 | -100.0% | -$1,162.56万 | 清仓 |
| NJR | NEW JERSEY RES CORP | $0 | 0.00% | 0 | -132,947 | -100.0% | -$613.15万 | 清仓 |
| HST | HOST HOTELS & RESORTS INC | $0 | 0.00% | 0 | -141,640 | -100.0% | -$251.13万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -11,184 | -100.0% | -$108.63万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -14,260 | -100.0% | -$95.37万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -3,612 | -100.0% | -$66.67万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -3,403 | -100.0% | -$36.99万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -4,803 | -100.0% | -$32.26万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -7,287 | -100.0% | -$27.66万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -2,931 | -100.0% | -$25.48万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -374 | -100.0% | -$25.30万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -428 | -100.0% | -$24.56万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -969 | -100.0% | -$24.45万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -5,580 | -100.0% | -$24.32万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -1,383 | -100.0% | -$23.97万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -3,787 | -100.0% | -$23.47万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -1,434 | -100.0% | -$23.25万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -6,047 | -100.0% | -$23.08万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -6,133 | -100.0% | -$22.69万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -1,753 | -100.0% | -$22.36万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -5,816 | -100.0% | -$22.14万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -1,263 | -100.0% | -$22.00万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -379 | -100.0% | -$21.52万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -7,089 | -100.0% | -$21.39万 | 清仓 |
| CR | CRANE COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLNT | PLANET FITNESS INC | $0 | 0.00% | 0 | -1,904 | -100.0% | -$20.65万 | 清仓 |
| REXR | REXFORD INDL RLTY INC | $0 | 0.00% | 0 | -5,331 | -100.0% | -$20.64万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -5,999 | -100.0% | -$20.12万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -514 | -100.0% | -$20.10万 | 清仓 |
| ZION | ZIONS BANCORPORATION N A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLF | CLEVELAND-CLIFFS INC NEW | $11.20万 | 0.01% | 13,249 | 12 | 0.1% | $101 | 加仓 |
| AVTR | AVANTOR INC | $12.04万 | 0.01% | 15,363 | -478 | -3.0% | -$3,748 | 减仓 |
| VLY | VALLEY NATL BANCORP | $13.64万 | 0.01% | 11,106 | -79 | -0.7% | -$970 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $16.36万 | 0.01% | 15,233 | -99 | -0.6% | -$1,063 | 减仓 |
| VNOM | VIPER ENERGY INC | $20.14万 | 0.01% | 4,287 | 4,287 | — | $20.14万 | 新建仓 |
| ROL | ROLLINS INC | $20.15万 | 0.01% | 3,772 | -2,290 | -37.8% | -$12.23万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $20.26万 | 0.01% | 3,231 | 3,231 | — | $20.26万 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC | $20.37万 | 0.01% | 7,073 | 7,073 | — | $20.37万 | 新建仓 |
| OC | OWENS CORNING NEW | $20.52万 | 0.01% | 1,896 | 10 | 0.5% | $1,082 | 加仓 |
| ADC | AGREE RLTY CORP | $20.84万 | 0.01% | 2,765 | 2,765 | — | $20.84万 | 新建仓 |
| ORI | OLD REP INTL CORP | $20.96万 | 0.01% | 5,252 | 28 | 0.5% | $1,117 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $20.96万 | 0.01% | 2,265 | -42 | -1.8% | -$3,886 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $21.00万 | 0.01% | 7,521 | -3,412 | -31.2% | -$9.53万 | 减仓 |
| FICO | FAIR ISAAC CORP | $21.14万 | 0.01% | 198 | -138 | -41.1% | -$14.73万 | 减仓 |
| — | CHART INDS INC | $21.44万 | 0.01% | 1,037 | 10 | 1.0% | $2,068 | 加仓 |
| WTFC | WINTRUST FINL CORP | $21.47万 | 0.01% | 1,545 | -11 | -0.7% | -$1,528 | 减仓 |
| OSK | OSHKOSH CORP | $21.48万 | 0.01% | 1,459 | 1,459 | — | $21.48万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $21.54万 | 0.01% | 741 | 40 | 5.7% | $1.16万 | 加仓 |
| FLS | FLOWSERVE CORP | $21.55万 | 0.01% | 2,931 | 14 | 0.5% | $1,029 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $21.56万 | 0.01% | 3,745 | 3,745 | — | $21.56万 | 新建仓 |
| CNM | CORE & MAIN INC | $21.59万 | 0.01% | 4,371 | -36 | -0.8% | -$1,778 | 减仓 |
| SAIA | SAIA INC | $21.60万 | 0.01% | 615 | -4 | -0.6% | -$1,405 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $21.71万 | 0.01% | 2,782 | -292 | -9.5% | -$2.28万 | 减仓 |
| DOCU | DOCUSIGN INC | $21.90万 | 0.01% | 4,620 | -452 | -8.9% | -$2.14万 | 减仓 |
| GME | GAMESTOP CORP | $21.91万 | 0.01% | 9,509 | -54 | -0.6% | -$1,244 | 重新持有 |
| GMED | GLOBUS MED INC | $22.14万 | 0.01% | 2,570 | 13 | 0.5% | $1,120 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $22.45万 | 0.01% | 2,321 | 12 | 0.5% | $1,161 | 加仓 |
| DINO | HF SINCLAIR CORP | $22.50万 | 0.01% | 3,607 | 3,607 | — | $22.50万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $22.55万 | 0.01% | 850 | -16 | -1.8% | -$4,245 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $22.57万 | 0.01% | 3,649 | 3,649 | — | $22.57万 | 新建仓 |
| — | TOPBUILD COR | $22.62万 | 0.01% | 644 | 4 | 0.6% | $1,405 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $22.67万 | 0.01% | 1,653 | 11 | 0.7% | $1,508 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $22.73万 | 0.01% | 1,228 | 6 | 0.5% | $1,111 | 加仓 |
| OGE | OGE ENERGY CORP | $22.73万 | 0.01% | 4,740 | 60 | 1.3% | $2,878 | 重新持有 |
| CCI | CROWN CASTLE INC | $22.91万 | 0.01% | 2,818 | -1,121 | -28.5% | -$9.11万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $22.99万 | 0.01% | 1,150 | 6 | 0.5% | $1,200 | 加仓 |
| FTV | FORTIVE CORP | $23.08万 | 0.01% | 4,176 | 4,176 | — | $23.08万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $23.22万 | 0.01% | 2,384 | 2,384 | — | $23.22万 | 新建仓 |
| DY | DYCOM INDS INC | $23.41万 | 0.01% | 691 | 27 | 4.1% | $9,148 | 加仓 |
| ONTO | ONTO INNOVATION INC | $23.48万 | 0.01% | 1,145 | 1,145 | — | $23.48万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $23.64万 | 0.01% | 204 | -84 | -29.2% | -$9.74万 | 减仓 |
| NTNX | NUTANIX INC | $23.71万 | 0.01% | 6,238 | -847 | -12.0% | -$3.22万 | 减仓 |
| CBRE | CBRE GROUP INC | $23.88万 | 0.01% | 1,763 | 329 | 22.9% | $4.46万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $23.94万 | 0.01% | 4,252 | -41,630 | -90.7% | -$234.42万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $24.06万 | 0.01% | 1,268 | -546 | -30.1% | -$10.36万 | 减仓 |
| TFC | TRUIST FINL CORP | $24.11万 | 0.01% | 5,245 | -1,248 | -19.2% | -$5.74万 | 减仓 |
| ZS | ZSCALER INC | $24.30万 | 0.01% | 1,732 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $24.39万 | 0.01% | 21,135 | -3,590 | -14.5% | -$4.14万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $24.45万 | 0.01% | 714 | 4 | 0.6% | $1,370 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $24.56万 | 0.01% | 1,715 | -32,849 | -95.0% | -$470.50万 | 减仓 |
| ARMK | ARAMARK | $24.58万 | 0.01% | 6,064 | -44 | -0.7% | -$1,784 | 减仓 |
| CNH | CNH INDL N V | $24.64万 | 0.01% | 22,396 | 109 | 0.5% | $1,199 | 加仓 |
| FFIV | F5 INC | $24.65万 | 0.01% | 852 | -116 | -12.0% | -$3.36万 | 减仓 |
| RRC | RANGE RES CORP | $24.70万 | 0.01% | 5,466 | -69 | -1.2% | -$3,117 | 重新持有 |
| CELH | CELSIUS HLDGS INC | $24.77万 | 0.01% | 6,982 | -29 | -0.4% | -$1,029 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $24.79万 | 0.01% | 691 | 12 | 1.8% | $4,305 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $24.80万 | 0.01% | 277 | -12 | -4.2% | -$1.07万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $24.83万 | 0.01% | 517 | 1 | 0.2% | $480 | 加仓 |
| COIN | COINBASE GLOBAL INC | $24.97万 | 0.01% | 1,430 | -24 | -1.7% | -$4,191 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $25.00万 | 0.01% | 2,941 | 687 | 30.5% | $5.84万 | 加仓 |
| COKE | COCA COLA CONS INC | $25.02万 | 0.01% | 1,305 | 1,305 | — | $25.02万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $25.11万 | 0.01% | 1,596 | -5,223 | -76.6% | -$82.18万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $25.20万 | 0.01% | 1,526 | 8 | 0.5% | $1,321 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $25.25万 | 0.01% | 11,095 | -204 | -1.8% | -$4,643 | 减仓 |