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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $8,848.60万 | 3.98% | 442,231 | -48,777 | -9.9% | -$975.98万 | 减仓 |
| AAPL | APPLE INC | $7,577.07万 | 3.41% | 261,856 | -15,692 | -5.7% | -$454.06万 | 减仓 |
| GOOGL | ALPHABET INC | $6,422.22万 | 2.89% | 179,708 | -2,419 | -1.3% | -$86.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,677.51万 | 2.56% | 152,204 | -901 | -0.6% | -$33.61万 | 减仓 |
| AMZN | AMAZON COM INC | $4,423.85万 | 1.99% | 185,611 | 314 | 0.2% | $7.48万 | 加仓 |
| AVGO | BROADCOM INC | $3,506.12万 | 1.58% | 92,816 | -6,038 | -6.1% | -$228.09万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,595.79万 | 1.17% | 613,083 | 45,922 | 8.1% | $194.43万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,521.69万 | 1.13% | 99,291 | -1,133 | -1.1% | -$28.77万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,461.99万 | 1.11% | 21,329 | 4,879 | 29.7% | $563.18万 | 加仓 |
| META | META PLATFORMS INC | $2,457.52万 | 1.11% | 43,628 | -182 | -0.4% | -$10.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,431.60万 | 1.09% | 74,286 | -1,532 | -2.0% | -$50.15万 | 减仓 |
| — | EXXON MOBIL CORP | $2,407.38万 | 1.08% | 176,081 | 2,597 | 1.5% | $35.51万 | 加仓 |
| ABBV | ABBVIE INC | $2,387.23万 | 1.07% | 94,867 | -37,011 | -28.1% | -$931.34万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,322.98万 | 1.05% | 158,414 | 12,509 | 8.6% | $183.43万 | 加仓 |
| KO | COCA COLA CO | $2,208.45万 | 0.99% | 271,742 | -16 | -0.0% | -$1,300 | 减仓 |
| V | VISA INC | $2,199.96万 | 0.99% | 64,122 | 391 | 0.6% | $13.41万 | 加仓 |
| TSLA | TESLA INC | $2,012.07万 | 0.91% | 47,838 | 1,134 | 2.4% | $47.70万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,946.54万 | 0.88% | 221,777 | 30,458 | 15.9% | $267.33万 | 加仓 |
| RHI | ROBERT HALF INC. | $1,934.86万 | 0.87% | 630,248 | -65,202 | -9.4% | -$200.17万 | 减仓 |
| EIX | EDISON INTL | $1,913.74万 | 0.86% | 257,051 | 18,356 | 7.7% | $136.66万 | 加仓 |
| LLY | ELI LILLY & CO | $1,787.15万 | 0.80% | 14,900 | -342 | -2.2% | -$41.02万 | 减仓 |
| O | REALTY INCOME CORP | $1,720.29万 | 0.77% | 277,646 | -1,944 | -0.7% | -$12.05万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,611.10万 | 0.73% | 54,051 | -5,457 | -9.2% | -$162.66万 | 减仓 |
| WMT | WALMART INC | $1,583.57万 | 0.71% | 139,817 | -23,733 | -14.5% | -$268.80万 | 减仓 |
| BBY | BEST BUY INC | $1,561.96万 | 0.70% | 205,846 | -995 | -0.5% | -$7.55万 | 减仓 |
| AMCR | AMCOR PLC | $1,555.52万 | 0.70% | 358,828 | -841 | -0.2% | -$3.65万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $1,546.43万 | 0.70% | 464,812 | -54,025 | -10.4% | -$179.74万 | 减仓 |
| HD | HOME DEPOT INC | $1,543.36万 | 0.69% | 43,761 | -577 | -1.3% | -$20.35万 | 减仓 |
| CSCO | CISCO SYS INC | $1,506.68万 | 0.68% | 128,272 | 30,093 | 30.7% | $353.47万 | 加仓 |
| TGT | TARGET CORP | $1,420.58万 | 0.64% | 108,765 | -5,493 | -4.8% | -$71.74万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $1,416.37万 | 0.64% | 129,031 | 2,800 | 2.2% | $30.74万 | 加仓 |
| PEP | PEPSICO INC | $1,414.31万 | 0.64% | 104,454 | -11,382 | -9.8% | -$154.11万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,384.75万 | 0.62% | 33,317 | 4,262 | 14.7% | $177.14万 | 加仓 |
| GWW | WW GRAINGER INC | $1,358.22万 | 0.61% | 9,984 | 2,196 | 28.2% | $298.74万 | 加仓 |
| GOOG | ALPHABET INC | $1,356.72万 | 0.61% | 38,398 | 269 | 0.7% | $9.50万 | 加仓 |
| SON | SONOCO PRODS CO | $1,340.45万 | 0.60% | 237,880 | -4,212 | -1.7% | -$23.73万 | 减仓 |
| CMI | CUMMINS INC | $1,323.08万 | 0.60% | 18,551 | -5,026 | -21.3% | -$358.46万 | 减仓 |
| HRL | HORMEL FOODS CORP | $1,312.42万 | 0.59% | 528,775 | 40,143 | 8.2% | $99.63万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $1,267.54万 | 0.57% | 102,685 | -1,478 | -1.4% | -$18.24万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $1,235.59万 | 0.56% | 108,681 | -6,917 | -6.0% | -$78.64万 | 减仓 |
| SJM | SMUCKER J M CO | $1,224.69万 | 0.55% | 108,861 | 4,088 | 3.9% | $45.99万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,204.59万 | 0.54% | 153,980 | 25,754 | 20.1% | $201.47万 | 加仓 |
| TJX | TJX COS INC NEW | $1,182.73万 | 0.53% | 78,068 | 1,095 | 1.4% | $16.59万 | 加仓 |
| ES | EVERSOURCE ENERGY | $1,160.40万 | 0.52% | 160,564 | 10,421 | 6.9% | $75.31万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $1,152.09万 | 0.52% | 122,407 | -5,342 | -4.2% | -$50.28万 | 减仓 |
| CLX | CLOROX CO DEL | $1,107.86万 | 0.50% | 116,079 | 7,743 | 7.1% | $73.90万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1,096.02万 | 0.49% | 143,458 | 9,197 | 6.9% | $70.27万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $1,086.73万 | 0.49% | 98,231 | 6,268 | 6.8% | $69.34万 | 加仓 |
| C | CITIGROUP INC | $1,081.97万 | 0.49% | 77,306 | -2,896 | -3.6% | -$40.53万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,071.98万 | 0.48% | 59,255 | 13,252 | 28.8% | $239.74万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,069.31万 | 0.48% | 31,937 | 10,713 | 50.5% | $358.69万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $1,066.81万 | 0.48% | 36,586 | -508 | -1.4% | -$14.81万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,037.75万 | 0.47% | 55,100 | -2,351 | -4.1% | -$44.28万 | 减仓 |
| QCOM | QUALCOMM INC | $1,027.10万 | 0.46% | 55,582 | -264 | -0.5% | -$4.88万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,019.00万 | 0.46% | 14,094 | 10,161 | 258.4% | $734.64万 | 加仓 |
| BLK | BLACKROCK INC | $1,015.89万 | 0.46% | 10,565 | -260 | -2.4% | -$25.00万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,007.68万 | 0.45% | 29,791 | -838 | -2.7% | -$28.35万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,002.48万 | 0.45% | 17,257 | 6,907 | 66.7% | $401.23万 | 加仓 |
| LIN | LINDE PLC | $979.71万 | 0.44% | 18,879 | 3,661 | 24.1% | $189.98万 | 加仓 |
| SNDK | SANDISK CORP | $971.56万 | 0.44% | 4,273 | -729 | -14.6% | -$165.75万 | 减仓 |
| EOG | EOG RES INC | $969.80万 | 0.44% | 74,755 | 9,478 | 14.5% | $122.96万 | 加仓 |
| WELL | WELLTOWER INC | $952.30万 | 0.43% | 41,957 | 1,699 | 4.2% | $38.56万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $949.91万 | 0.43% | 103,611 | 5,591 | 5.7% | $51.26万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $941.66万 | 0.42% | 42,048 | 8,971 | 27.1% | $200.91万 | 加仓 |
| SR | SPIRE INC | $927.91万 | 0.42% | 118,826 | 4,955 | 4.4% | $38.69万 | 加仓 |
| PII | POLARIS INC | $911.76万 | 0.41% | 133,220 | -12,196 | -8.4% | -$83.47万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $906.63万 | 0.41% | 30,924 | 250 | 0.8% | $7.33万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $904.86万 | 0.41% | 236,193 | 12,925 | 5.8% | $49.52万 | 加仓 |
| USB | US BANCORP | $904.05万 | 0.41% | 149,677 | -53,815 | -26.4% | -$325.04万 | 减仓 |
| SPGI | S&P GLOBAL INC | $903.63万 | 0.41% | 22,188 | 5,731 | 34.8% | $233.40万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $894.96万 | 0.40% | 42,001 | 421 | 1.0% | $8.97万 | 加仓 |
| GEV | GE VERNOVA INC | $883.14万 | 0.40% | 7,517 | -149 | -1.9% | -$17.51万 | 减仓 |
| AVA | AVISTA CORP | $866.08万 | 0.39% | 211,704 | 5,336 | 2.6% | $21.83万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $848.28万 | 0.38% | 131,619 | -1,234 | -0.9% | -$7.95万 | 减仓 |
| NET | CLOUDFLARE INC CL A | $843.37万 | 0.38% | 34,384 | 8,699 | 33.9% | $213.37万 | 加仓 |
| OGS | ONE GAS INC | $835.59万 | 0.38% | 108,420 | 2,229 | 2.1% | $17.18万 | 加仓 |
| SYY | SYSCO CORP | $824.42万 | 0.37% | 98,639 | -1,472 | -1.5% | -$12.30万 | 减仓 |
| ECL | ECOLAB INC | $812.71万 | 0.37% | 29,170 | -8,341 | -22.2% | -$232.39万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $805.70万 | 0.36% | 29,789 | -587 | -1.9% | -$15.88万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $801.01万 | 0.36% | 86,812 | 4,068 | 4.9% | $37.54万 | 加仓 |
| MRK | MERCK & CO INC | $794.64万 | 0.36% | 61,840 | -607 | -1.0% | -$7.80万 | 减仓 |
| INTC | INTEL CORP | $789.66万 | 0.36% | 56,554 | 45,388 | 406.5% | $633.75万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $777.83万 | 0.35% | 66,669 | 1,163 | 1.8% | $13.57万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $777.25万 | 0.35% | 21,921 | 6,018 | 37.8% | $213.38万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $772.62万 | 0.35% | 85,147 | 4,516 | 5.6% | $40.98万 | 加仓 |
| AME | AMETEK INC | $767.07万 | 0.35% | 31,705 | 995 | 3.2% | $24.07万 | 加仓 |
| PPG | PPG INDS INC | $760.71万 | 0.34% | 62,718 | -357 | -0.6% | -$4.33万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $759.34万 | 0.34% | 15,175 | -81 | -0.5% | -$4.05万 | 减仓 |
| CAT | CATERPILLAR INC | $745.96万 | 0.34% | 7,005 | -4,751 | -40.4% | -$505.93万 | 减仓 |
| CVX | CHEVRON CORPORATION | $745.49万 | 0.34% | 44,974 | -1,058 | -2.3% | -$17.54万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $737.74万 | 0.33% | 21,074 | -489 | -2.3% | -$17.12万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $725.04万 | 0.33% | 21,261 | -16,891 | -44.3% | -$576.02万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $714.00万 | 0.32% | 16,477 | 5,031 | 44.0% | $218.01万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $708.61万 | 0.32% | 39,756 | -14,294 | -26.4% | -$254.78万 | 减仓 |
| EMR | EMERSON ELEC CO | $704.36万 | 0.32% | 49,204 | 6,128 | 14.2% | $87.72万 | 加仓 |
| FAST | FASTENAL CO | $701.10万 | 0.32% | 145,972 | 3,420 | 2.4% | $16.43万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $697.23万 | 0.31% | 18,699 | 3,846 | 25.9% | $143.41万 | 加仓 |
| PWR | QUANTA SVCS INC | $683.75万 | 0.31% | 9,496 | -423 | -4.3% | -$30.46万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $682.41万 | 0.31% | 88,384 | 9,478 | 12.0% | $73.18万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $681.63万 | 0.31% | 74,740 | -15,698 | -17.4% | -$143.17万 | 减仓 |