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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $8,563.18万 | 4.27% | 491,008 | -22,187 | -4.3% | -$386.94万 | 减仓 |
| AAPL | APPLE INC | $7,043.89万 | 3.52% | 277,548 | -16,265 | -5.5% | -$412.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,667.49万 | 2.83% | 153,105 | -10,623 | -6.5% | -$393.23万 | 减仓 |
| GOOGL | ALPHABET INC | $5,237.24万 | 2.61% | 182,127 | -5,556 | -3.0% | -$159.77万 | 减仓 |
| AMZN | AMAZON COM INC | $3,859.18万 | 1.93% | 185,297 | -14,201 | -7.1% | -$295.76万 | 减仓 |
| AVGO | BROADCOM INC | $3,059.63万 | 1.53% | 98,854 | 3,709 | 3.9% | $114.80万 | 加仓 |
| — | EXXON MOBIL CORP | $2,943.33万 | 1.47% | 173,484 | -13,725 | -7.3% | -$232.86万 | 减仓 |
| ABBV | ABBVIE INC | $2,868.21万 | 1.43% | 131,878 | -34,794 | -20.9% | -$756.73万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,847.15万 | 1.42% | 567,161 | -91,312 | -13.9% | -$458.39万 | 减仓 |
| META | META PLATFORMS INC | $2,506.50万 | 1.25% | 43,810 | -2,932 | -6.3% | -$167.75万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,454.76万 | 1.23% | 100,424 | -9,816 | -8.9% | -$239.94万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,230.26万 | 1.11% | 75,818 | -2,478 | -3.2% | -$72.89万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,107.45万 | 1.05% | 145,905 | 4,229 | 3.0% | $61.08万 | 加仓 |
| KO | COCA COLA CO | $2,066.72万 | 1.03% | 271,758 | 6,803 | 2.6% | $51.74万 | 加仓 |
| WMT | WALMART INC | $2,032.60万 | 1.01% | 163,550 | -14,210 | -8.0% | -$176.60万 | 减仓 |
| V | VISA INC | $1,926.21万 | 0.96% | 63,731 | 1,886 | 3.0% | $57.00万 | 加仓 |
| PEP | PEPSICO INC | $1,798.82万 | 0.90% | 115,836 | -11,505 | -9.0% | -$178.66万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,776.97万 | 0.89% | 191,319 | -12,623 | -6.2% | -$117.24万 | 减仓 |
| RHI | ROBERT HALF INC. | $1,766.44万 | 0.88% | 695,450 | 558,124 | 406.4% | $1,417.63万 | 加仓 |
| EIX | EDISON INTL | $1,746.77万 | 0.87% | 238,695 | 57,577 | 31.8% | $421.35万 | 加仓 |
| TSLA | TESLA INC | $1,736.22万 | 0.87% | 46,704 | -702 | -1.5% | -$26.10万 | 减仓 |
| O | REALTY INCOME CORP | $1,710.53万 | 0.85% | 279,590 | -13,963 | -4.8% | -$85.43万 | 减仓 |
| HD | HOME DEPOT INC | $1,458.23万 | 0.73% | 44,338 | 3,081 | 7.5% | $101.33万 | 加仓 |
| AMCR | AMCOR PLC | $1,429.68万 | 0.71% | 359,669 | 359,669 | — | $1,429.68万 | 新建仓 |
| LLY | ELI LILLY & CO | $1,401.91万 | 0.70% | 15,242 | -232 | -1.5% | -$21.34万 | 减仓 |
| TGT | TARGET CORP | $1,384.81万 | 0.69% | 114,258 | 46,284 | 68.1% | $560.96万 | 加仓 |
| BBY | BEST BUY INC | $1,327.92万 | 0.66% | 206,841 | 64,499 | 45.3% | $414.08万 | 加仓 |
| SON | SONOCO PRODS CO | $1,309.48万 | 0.65% | 242,092 | 42,165 | 21.1% | $228.07万 | 加仓 |
| CMI | CUMMINS INC | $1,268.49万 | 0.63% | 23,577 | 9,226 | 64.3% | $496.38万 | 加仓 |
| TJX | TJX COS INC NEW | $1,229.26万 | 0.61% | 76,973 | 1,879 | 2.5% | $30.01万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $1,225.49万 | 0.61% | 518,837 | -337,204 | -39.4% | -$796.48万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $1,217.75万 | 0.61% | 126,231 | 43,325 | 52.3% | $417.96万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,155.29万 | 0.58% | 59,508 | -5,963 | -9.1% | -$115.77万 | 减仓 |
| CLX | CLOROX CO DEL | $1,122.69万 | 0.56% | 108,336 | 58,631 | 118.0% | $607.59万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,111.08万 | 0.55% | 128,226 | -737 | -0.6% | -$6.39万 | 减仓 |
| HRL | HORMEL FOODS CORP | $1,106.75万 | 0.55% | 488,632 | 163,234 | 50.2% | $369.73万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $1,106.32万 | 0.55% | 104,163 | 7,984 | 8.3% | $84.80万 | 加仓 |
| GOOG | ALPHABET INC | $1,093.77万 | 0.55% | 38,129 | -859 | -2.2% | -$24.64万 | 减仓 |
| USB | US BANCORP | $1,058.36万 | 0.53% | 203,492 | -15,837 | -7.2% | -$82.37万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $1,042.00万 | 0.52% | 115,598 | 17,401 | 17.7% | $156.85万 | 加仓 |
| BLK | BLACKROCK INC | $1,041.05万 | 0.52% | 10,825 | -231 | -2.1% | -$22.22万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $1,040.84万 | 0.52% | 91,963 | -16,171 | -15.0% | -$183.02万 | 减仓 |
| ES | EVERSOURCE ENERGY | $1,040.19万 | 0.52% | 150,143 | -73,579 | -32.9% | -$509.76万 | 减仓 |
| SR | SPIRE INC | $1,030.99万 | 0.51% | 113,871 | 22,960 | 25.3% | $207.88万 | 加仓 |
| SJM | SMUCKER J M CO | $1,010.43万 | 0.50% | 104,773 | 13,725 | 15.1% | $132.36万 | 加仓 |
| ECL | ECOLAB INC | $997.87万 | 0.50% | 37,511 | 1,437 | 4.0% | $38.23万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $975.94万 | 0.49% | 134,261 | -50,378 | -27.3% | -$366.20万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $958.22万 | 0.48% | 65,506 | 11,875 | 22.1% | $173.71万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $954.09万 | 0.48% | 57,451 | -33,822 | -37.1% | -$561.68万 | 减仓 |
| CVX | CHEVRON CORPORATION | $952.40万 | 0.48% | 46,032 | -72,290 | -61.1% | -$1,495.68万 | 减仓 |
| EOG | EOG RES INC | $943.71万 | 0.47% | 65,277 | -3,884 | -5.6% | -$56.15万 | 减仓 |
| WLK | WESTLAKE CORPORATION | $928.46万 | 0.46% | 79,478 | 79,478 | — | $928.46万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $926.47万 | 0.46% | 30,629 | -1,343 | -4.2% | -$40.62万 | 减仓 |
| OGS | ONE GAS INC | $914.62万 | 0.46% | 106,191 | 3,321 | 3.2% | $28.60万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $910.69万 | 0.45% | 41,580 | -1,812 | -4.2% | -$39.69万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $910.27万 | 0.45% | 2,162 | -49 | -2.2% | -$20.63万 | 减仓 |
| C | CITIGROUP INC | $909.57万 | 0.45% | 80,202 | -2,744 | -3.3% | -$31.12万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $907.78万 | 0.45% | 127,749 | -29,324 | -18.7% | -$208.38万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $899.10万 | 0.45% | 223,268 | -27,655 | -11.0% | -$111.37万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $897.67万 | 0.45% | 37,094 | 3,121 | 9.2% | $75.53万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $891.05万 | 0.44% | 30,674 | 4,290 | 16.3% | $124.62万 | 加仓 |
| GWW | WW GRAINGER INC | $849.52万 | 0.42% | 7,788 | 2,028 | 35.2% | $221.22万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $835.42万 | 0.42% | 98,020 | 3,568 | 3.8% | $30.41万 | 加仓 |
| CAT | CATERPILLAR INC | $832.87万 | 0.42% | 11,756 | 98 | 0.8% | $6.94万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $829.27万 | 0.41% | 132,853 | 20,985 | 18.8% | $130.99万 | 加仓 |
| AVA | AVISTA CORP | $828.36万 | 0.41% | 206,368 | 206,368 | — | $828.36万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $827.84万 | 0.41% | 80,631 | -64,477 | -44.4% | -$661.99万 | 减仓 |
| WELL | WELLTOWER INC | $795.94万 | 0.40% | 40,258 | -1,393 | -3.3% | -$27.54万 | 减仓 |
| PII | POLARIS INC | $792.52万 | 0.40% | 145,416 | 145,416 | — | $792.52万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $790.66万 | 0.39% | 30,376 | 1,037 | 3.5% | $26.99万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $786.20万 | 0.39% | 29,055 | -574 | -1.9% | -$15.53万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $777.63万 | 0.39% | 82,744 | -4,576 | -5.2% | -$43.01万 | 减仓 |
| CSCO | CISCO SYS INC | $761.77万 | 0.38% | 98,179 | -940 | -0.9% | -$7.29万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $760.61万 | 0.38% | 46,003 | -12,960 | -22.0% | -$214.28万 | 减仓 |
| ADI | ANALOG DEVICES INC | $757.87万 | 0.38% | 23,822 | -11,431 | -32.4% | -$363.67万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $757.08万 | 0.38% | 22,402 | -1,210 | -5.1% | -$40.89万 | 减仓 |
| LIN | LINDE PLC | $754.45万 | 0.38% | 15,218 | 3,097 | 25.6% | $153.54万 | 加仓 |
| MRK | MERCK & CO INC | $751.17万 | 0.37% | 62,447 | -1,235 | -1.9% | -$14.86万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $741.40万 | 0.37% | 78,906 | -54,571 | -40.9% | -$512.75万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $731.07万 | 0.36% | 15,256 | -199 | -1.3% | -$9.54万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $721.26万 | 0.36% | 36,374 | 20,793 | 133.5% | $412.30万 | 加仓 |
| QCOM | QUALCOMM INC | $719.18万 | 0.36% | 55,846 | -3,625 | -6.1% | -$46.68万 | 减仓 |
| SYY | SYSCO CORP | $714.09万 | 0.36% | 100,111 | -1,331 | -1.3% | -$9.49万 | 减仓 |
| SPGI | S&P GLOBAL INC | $699.98万 | 0.35% | 16,457 | -5,168 | -23.9% | -$219.82万 | 减仓 |
| LOW | LOWES COS INC | $688.71万 | 0.34% | 29,148 | -2,512 | -7.9% | -$59.35万 | 减仓 |
| PPG | PPG INDS INC | $674.15万 | 0.34% | 63,075 | 8,204 | 15.0% | $87.68万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $672.06万 | 0.34% | 33,077 | 4,473 | 15.6% | $90.88万 | 加仓 |
| GEV | GE VERNOVA INC | $669.17万 | 0.33% | 7,666 | 792 | 11.5% | $69.13万 | 加仓 |
| NFLX | NETFLIX INC. | $668.10万 | 0.33% | 69,485 | 1,733 | 2.6% | $16.66万 | 加仓 |
| AWR | AMER STATES WTR CO | $667.32万 | 0.33% | 88,246 | 31,361 | 55.1% | $237.15万 | 加仓 |
| FAST | FASTENAL CO | $661.44万 | 0.33% | 142,552 | 118,007 | 480.8% | $547.55万 | 加仓 |
| AME | AMETEK INC | $658.30万 | 0.33% | 30,710 | -676 | -2.2% | -$14.49万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $646.90万 | 0.32% | 13,161 | -516 | -3.8% | -$25.36万 | 减仓 |
| AFL | AFLAC INC | $639.61万 | 0.32% | 58,300 | -11,048 | -15.9% | -$121.21万 | 减仓 |
| NKE | NIKE INC | $628.58万 | 0.31% | 119,005 | 17,700 | 17.5% | $93.49万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $622.70万 | 0.31% | 10,303 | -29 | -0.3% | -$1.75万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $611.65万 | 0.31% | 38,152 | -3,536 | -8.5% | -$56.69万 | 减仓 |
| SRE | SEMPRA | $611.45万 | 0.31% | 62,926 | -2,693 | -4.1% | -$26.17万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $608.87万 | 0.30% | 21,563 | -991 | -4.4% | -$27.98万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $608.08万 | 0.30% | 134,116 | 49,317 | 58.2% | $223.60万 | 加仓 |