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 |
|---|---|---|---|---|---|---|---|---|
| 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 |