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 |
|---|---|---|---|---|---|---|---|---|
| ROKU | ROKU INC | $41.94万 | 0.02% | 3,036 | 3,036 | — | $41.94万 | 新建仓 |
| BX | BLACKSTONE INC | $41.87万 | 0.02% | 3,558 | -873 | -19.7% | -$10.27万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $41.82万 | 0.02% | 4,424 | -1,470 | -24.9% | -$13.90万 | 减仓 |
| CDW | CDW CORP | $41.71万 | 0.02% | 2,966 | -94 | -3.1% | -$1.32万 | 减仓 |
| KHC | KRAFT HEINZ CO | $41.06万 | 0.02% | 17,384 | -470 | -2.6% | -$1.11万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $41.05万 | 0.02% | 2,109 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $40.97万 | 0.02% | 3,174 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $40.92万 | 0.02% | 2,069 | 85 | 4.3% | $1.68万 | 加仓 |
| ETR | ENTERGY CORP NEW | $40.87万 | 0.02% | 3,558 | 79 | 2.3% | $9,074 | 加仓 |
| NXT | NEXTPOWER INC | $40.81万 | 0.02% | 3,425 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO | $40.51万 | 0.02% | 3,624 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $40.50万 | 0.02% | 1,054 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $40.35万 | 0.02% | 9,766 | -7,539 | -43.6% | -$31.15万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $39.23万 | 0.02% | 2,700 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $38.76万 | 0.02% | 1,122 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $38.21万 | 0.02% | 2,817 | 2,817 | — | $38.21万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $37.97万 | 0.02% | 4,843 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $37.49万 | 0.02% | 8,852 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $37.30万 | 0.02% | 1,994 | -33 | -1.6% | -$6,174 | 减仓 |
| GIS | GENERAL MILLS INC | $36.92万 | 0.02% | 10,608 | -4,230 | -28.5% | -$14.72万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $36.81万 | 0.02% | 10,402 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $36.77万 | 0.02% | 1,364 | 324 | 31.2% | $8.74万 | 加仓 |
| LEN | LENNAR CORP | $36.71万 | 0.02% | 4,057 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $36.49万 | 0.02% | 1,532 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $36.04万 | 0.02% | 1,344 | -120 | -8.2% | -$3.22万 | 减仓 |
| TOL | TOLL BROTHERS INC | $35.78万 | 0.02% | 2,172 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $35.64万 | 0.02% | 1,061 | -40 | -3.6% | -$1.34万 | 减仓 |
| MCO | MOODYS CORP | $35.37万 | 0.02% | 781 | -65 | -7.7% | -$2.94万 | 减仓 |
| TRU | TRANSUNION | $35.21万 | 0.02% | 4,881 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $34.99万 | 0.02% | 1,452 | 50 | 3.6% | $1.20万 | 加仓 |
| DY | DYCOM INDS INC | $34.94万 | 0.02% | 691 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $34.88万 | 0.02% | 2,155 | 2,155 | — | $34.88万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $34.64万 | 0.02% | 13,666 | -1,370 | -9.1% | -$3.47万 | 减仓 |
| CLH | CLEAN HARBORS INC | $34.63万 | 0.02% | 1,159 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $34.50万 | 0.02% | 6,064 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $34.43万 | 0.02% | 2,346 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $33.79万 | 0.02% | 2,467 | -1,020 | -29.3% | -$13.97万 | 减仓 |
| OVV | OVINTIV INC | $33.73万 | 0.02% | 6,406 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $33.54万 | 0.02% | 18,216 | 1,136 | 6.7% | $2.09万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $33.29万 | 0.01% | 1,074 | -15 | -1.4% | -$4,649 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $33.12万 | 0.01% | 10,478 | -450 | -4.1% | -$1.42万 | 减仓 |
| VRSN | VERISIGN INC | $32.93万 | 0.01% | 1,309 | -84 | -6.0% | -$2.11万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $32.87万 | 0.01% | 6,893 | 74 | 1.1% | $3,528 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $32.80万 | 0.01% | 4,472 | 220 | 5.2% | $1.61万 | 加仓 |
| MMM | 3M CO | $32.75万 | 0.01% | 2,023 | 232 | 13.0% | $3.76万 | 加仓 |
| TOST | TOAST INC | $32.73万 | 0.01% | 11,765 | 11,765 | — | $32.73万 | 新建仓 |
| IEX | IDEX CORP | $32.73万 | 0.01% | 1,442 | -410 | -22.1% | -$9.30万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $32.66万 | 0.01% | 1,085 | 1,085 | — | $32.66万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $32.45万 | 0.01% | 3,662 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $32.24万 | 0.01% | 1,516 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $32.05万 | 0.01% | 3,196 | -6,398 | -66.7% | -$64.16万 | 减仓 |
| AA | ALCOA CORP | $31.85万 | 0.01% | 6,108 | 134 | 2.2% | $6,987 | 加仓 |
| EXEL | EXELIXIS INC | $31.66万 | 0.01% | 5,818 | -223 | -3.7% | -$1.21万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $31.57万 | 0.01% | 2,377 | -254 | -9.7% | -$3.37万 | 减仓 |
| MLI | MUELLER INDS INC | $31.48万 | 0.01% | 2,561 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $31.41万 | 0.01% | 1,241 | 1,241 | — | $31.41万 | 新建仓 |
| BWA | BORGWARNER INC | $31.29万 | 0.01% | 4,713 | -107 | -2.2% | -$7,105 | 减仓 |
| NTNX | NUTANIX INC | $31.28万 | 0.01% | 6,138 | -100 | -1.6% | -$5,096 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $31.26万 | 0.01% | 2,004 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $30.80万 | 0.01% | 22,160 | 1,025 | 4.8% | $1.42万 | 加仓 |
| FFIV | F5 INC | $30.61万 | 0.01% | 736 | -116 | -13.6% | -$4.83万 | 减仓 |
| WRB | BERKLEY W R CORP | $30.48万 | 0.01% | 4,321 | -2,483 | -36.5% | -$17.51万 | 减仓 |
| EVR | EVERCORE INC | $30.46万 | 0.01% | 892 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $30.41万 | 0.01% | 3,402 | -115 | -3.3% | -$1.03万 | 减仓 |
| SUI | SUN CMNTYS INC | $30.35万 | 0.01% | 2,531 | -633 | -20.0% | -$7.59万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $30.30万 | 0.01% | 1,606 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $30.21万 | 0.01% | 6,881 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $29.98万 | 0.01% | 44 | -20 | -31.2% | -$13.63万 | 减仓 |
| ALLY | ALLY FINL INC | $29.76万 | 0.01% | 6,476 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $29.63万 | 0.01% | 1,864 | -32 | -1.7% | -$5,087 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $29.58万 | 0.01% | 1,884 | 1,884 | — | $29.58万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $29.49万 | 0.01% | 1,526 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $29.22万 | 0.01% | 1,793 | 78 | 4.5% | $1.27万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $29.16万 | 0.01% | 3,745 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $29.01万 | 0.01% | 365 | -571 | -61.0% | -$45.38万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $28.74万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $28.73万 | 0.01% | 2,569 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $28.70万 | 0.01% | 10,766 | 1,137 | 11.8% | $3.03万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $28.68万 | 0.01% | 6,536 | -5,680 | -46.5% | -$24.92万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $28.65万 | 0.01% | 2,047 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $28.58万 | 0.01% | 905 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $28.54万 | 0.01% | 799 | -32 | -3.9% | -$1.14万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $28.45万 | 0.01% | 11,095 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $28.43万 | 0.01% | 3,720 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $28.21万 | 0.01% | 11,463 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $28.19万 | 0.01% | 1,150 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $27.90万 | 0.01% | 3,852 | 3,852 | — | $27.90万 | 新建仓 |
| MOG/A | MOOG INC | $27.80万 | 0.01% | 656 | 656 | — | $27.80万 | 新建仓 |
| SN | SHARKNINJA INC | $27.64万 | 0.01% | 1,815 | 1,815 | — | $27.64万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $27.53万 | 0.01% | 15,233 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $27.43万 | 0.01% | 6,513 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $27.38万 | 0.01% | 517 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $27.18万 | 0.01% | 5,456 | 211 | 4.0% | $1.05万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $27.06万 | 0.01% | 3,983 | -11,020 | -73.5% | -$74.86万 | 减仓 |
| IOT | SAMSARA INC | $27.04万 | 0.01% | 8,339 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $26.96万 | 0.01% | 2,526 | -200 | -7.3% | -$2.13万 | 减仓 |
| CYTK | CYTOKINETICS INC | $26.86万 | 0.01% | 3,153 | 3,153 | — | $26.86万 | 新建仓 |
| WDAY | WORKDAY INC | $26.71万 | 0.01% | 2,182 | -394 | -15.3% | -$4.82万 | 减仓 |
| DLTR | DOLLAR TREE INC | $26.67万 | 0.01% | 2,205 | -11,625 | -84.1% | -$140.60万 | 减仓 |
| LFUS | LITTELFUSE INC | $26.64万 | 0.01% | 585 | 585 | — | $26.64万 | 新建仓 |