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 |
|---|---|---|---|---|---|---|---|---|
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -21,579 | -100.0% | -$75.83万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -11,062 | -100.0% | -$72.23万 | 清仓 |
| FLEX | FLEXTRONICS INTL LTD | $0 | 0.00% | 0 | -9,319 | -100.0% | -$61.00万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -3,309 | -100.0% | -$31.76万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -14,854 | -100.0% | -$27.97万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -3,114 | -100.0% | -$27.53万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -3,126 | -100.0% | -$25.84万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -1,596 | -100.0% | -$25.11万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -691 | -100.0% | -$24.79万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -204 | -100.0% | -$23.64万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -2,818 | -100.0% | -$22.91万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -3,649 | -100.0% | -$22.57万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -4,620 | -100.0% | -$21.90万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -2,782 | -100.0% | -$21.71万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -3,772 | -100.0% | -$20.15万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -4,287 | -100.0% | -$20.14万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $12.44万 | 0.01% | 13,249 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $15.73万 | 0.01% | 15,889 | 526 | 3.4% | $5,207 | 加仓 |
| VLY | VALLEY NATL BANCORP | $16.27万 | 0.01% | 11,106 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $20.00万 | 0.01% | 2,873 | 2,873 | — | $20.00万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $20.00万 | 0.01% | 684 | -30 | -4.2% | -$8,774 | 减仓 |
| SSD | SIMPSON MFG INC | $20.01万 | 0.01% | 956 | 956 | — | $20.01万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $20.13万 | 0.01% | 1,178 | 1,178 | — | $20.13万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $20.18万 | 0.01% | 1,384 | 1,384 | — | $20.18万 | 新建仓 |
| RRC | RANGE RES CORP | $20.33万 | 0.01% | 5,466 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $20.39万 | 0.01% | 4,382 | 4,382 | — | $20.39万 | 新建仓 |
| FTV | FORTIVE CORP | $20.43万 | 0.01% | 3,345 | -831 | -19.9% | -$5.08万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $20.44万 | 0.01% | 6,982 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $20.47万 | 0.01% | 1,056 | 1,056 | — | $20.47万 | 新建仓 |
| PRI | PRIMERICA INC | $20.52万 | 0.01% | 722 | 722 | — | $20.52万 | 新建仓 |
| VICR | VICOR CORP | $20.55万 | 0.01% | 541 | 541 | — | $20.55万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $20.68万 | 0.01% | 611 | 611 | — | $20.68万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $20.72万 | 0.01% | 8,001 | 8,001 | — | $20.72万 | 新建仓 |
| GMED | GLOBUS MED INC | $20.80万 | 0.01% | 2,633 | 63 | 2.5% | $4,978 | 加仓 |
| ACM | AECOM | $20.83万 | 0.01% | 2,984 | -301 | -9.2% | -$2.10万 | 减仓 |
| FSLR | FIRST SOLAR INC | $20.86万 | 0.01% | 884 | 7 | 0.8% | $1,652 | 重新持有 |
| CUBE | CUBESMART | $20.92万 | 0.01% | 5,261 | 5,261 | — | $20.92万 | 新建仓 |
| ADC | AGREE RLTY CORP | $20.94万 | 0.01% | 2,765 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $21.00万 | 0.01% | 9,509 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $21.00万 | 0.01% | 2,924 | 2,924 | — | $21.00万 | 新建仓 |
| ORI | OLD REP INTL CORP | $21.05万 | 0.01% | 5,144 | -108 | -2.1% | -$4,419 | 减仓 |
| MUSA | MURPHY USA INC | $21.07万 | 0.01% | 391 | 391 | — | $21.07万 | 新建仓 |
| CNM | CORE & MAIN INC | $21.09万 | 0.01% | 4,371 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $21.21万 | 0.01% | 1,452 | 1,452 | — | $21.21万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $21.23万 | 0.01% | 2,713 | 2,713 | — | $21.23万 | 新建仓 |
| TKR | TIMKEN CO | $21.25万 | 0.01% | 1,462 | 1,462 | — | $21.25万 | 新建仓 |
| PTC | PTC INC | $21.31万 | 0.01% | 1,876 | -201 | -9.7% | -$2.28万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $21.34万 | 0.01% | 1,331 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $21.48万 | 0.01% | 3,168 | 3,168 | — | $21.48万 | 新建仓 |
| EME | EMCOR GROUP INC | $21.49万 | 0.01% | 259 | 259 | — | $21.49万 | 新建仓 |
| DVA | DAVITA INC | $21.58万 | 0.01% | 970 | 970 | — | $21.58万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $21.60万 | 0.01% | 6,740 | 6,740 | — | $21.60万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $21.64万 | 0.01% | 4,340 | 81 | 1.9% | $4,039 | 加仓 |
| — | CHART INDS INC | $21.67万 | 0.01% | 1,037 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $21.74万 | 0.01% | 2,931 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $22.06万 | 0.01% | 5,468 | 5,468 | — | $22.06万 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $22.27万 | 0.01% | 1,441 | 1,441 | — | $22.27万 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC | $22.30万 | 0.01% | 7,073 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $22.37万 | 0.01% | 1,661 | -102 | -5.8% | -$1.37万 | 减仓 |
| OSK | OSHKOSH CORP | $22.39万 | 0.01% | 1,459 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $22.40万 | 0.01% | 1,893 | -21,952 | -92.1% | -$259.71万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $22.63万 | 0.01% | 2,265 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $22.76万 | 0.01% | 2,639 | 2,639 | — | $22.76万 | 新建仓 |
| — | TOPBUILD COR | $22.83万 | 0.01% | 644 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $22.87万 | 0.01% | 1,272 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $23.06万 | 0.01% | 4,740 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $23.26万 | 0.01% | 4,461 | 4,461 | — | $23.26万 | 新建仓 |
| REG | REGENCY CTRS CORP | $23.36万 | 0.01% | 2,930 | -790 | -21.2% | -$6.30万 | 减仓 |
| PINS | PINTEREST INC | $23.45万 | 0.01% | 11,150 | -3,620 | -24.5% | -$7.61万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $23.46万 | 0.01% | 2,321 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $23.51万 | 0.01% | 1,647 | 1,647 | — | $23.51万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $23.57万 | 0.01% | 3,406 | -24 | -0.7% | -$1,661 | 重新持有 |
| CACI | CACI INTL INC | $23.63万 | 0.01% | 510 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $23.76万 | 0.01% | 6,762 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $23.85万 | 0.01% | 15,459 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $23.98万 | 0.01% | 1,640 | 210 | 14.7% | $3.07万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $24.13万 | 0.01% | 1,961 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $24.34万 | 0.01% | 773 | -1,438 | -65.0% | -$45.27万 | 减仓 |
| SCI | SERVICE CORP INTL | $24.40万 | 0.01% | 3,212 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $24.45万 | 0.01% | 1,732 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $24.46万 | 0.01% | 1,941 | -17,860 | -90.2% | -$225.04万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $24.52万 | 0.01% | 1,339 | 1,339 | — | $24.52万 | 新建仓 |
| SF | STIFEL FINL CORP | $24.55万 | 0.01% | 3,518 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $24.57万 | 0.01% | 7,331 | -190 | -2.5% | -$6,369 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $24.62万 | 0.01% | 1,395 | 1,395 | — | $24.62万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $24.70万 | 0.01% | 3,547 | -60 | -1.7% | -$4,179 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $24.78万 | 0.01% | 633 | 633 | — | $24.78万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $24.81万 | 0.01% | 1,517 | -1,773 | -53.9% | -$29.00万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $24.83万 | 0.01% | 1,545 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $24.87万 | 0.01% | 1,228 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $24.92万 | 0.01% | 1,305 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $25.05万 | 0.01% | 1,002 | 62 | 6.6% | $1.55万 | 重新持有 |
| FWONK | LIBERTY MEDIA CORP DEL | $25.08万 | 0.01% | 2,636 | -305 | -10.4% | -$2.90万 | 减仓 |
| CNH | CNH INDL N V | $25.15万 | 0.01% | 22,396 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $25.18万 | 0.01% | 1,129 | -8 | -0.7% | -$1,785 | 重新持有 |
| AVY | AVERY DENNISON CORP | $25.20万 | 0.01% | 1,552 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $25.25万 | 0.01% | 1,183 | 1,183 | — | $25.25万 | 新建仓 |
| ALAB | ASTERA LABS INC | $25.36万 | 0.01% | 525 | 525 | — | $25.36万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $25.56万 | 0.01% | 971 | 971 | — | $25.56万 | 新建仓 |
| URI | UNITED RENTALS INC | $25.72万 | 0.01% | 227 | -30 | -11.7% | -$3.40万 | 重新持有 |