Norinchukin Bank, The
TOKYO M0 · SEC CIK 0001496637
$102.76亿2026Q2 申报市值
567持仓数
43.3%前十大占比 · 第一大 9.0%
15 / 10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
IVV 加仓+$2.56亿
ONEQ 新建仓+$1.34亿
QQQM 加仓+$7,786.33万
VTI 加仓+$7,197.28万
IWB 新建仓+$6,347.25万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$1.90亿
MSFT 减仓-$2,954.50万
MKC 减仓-$2,556.40万
TXN 减仓-$1,541.17万
BRK/B 减仓-$1,230.31万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | $9.21亿 | 8.96% | 1,233,000 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $6.13亿 | 5.97% | 819,080 | 341,900 | 71.7% | $2.56亿 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5.03亿 | 4.90% | 733,080 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $3.87亿 | 3.76% | 1,045,000 | 194,500 | 22.9% | $7,197.28万 | 加仓 |
| ITOT | ISHARES TR | $3.69亿 | 3.59% | 2,246,560 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $3.67亿 | 3.57% | 1,832,081 | 10,944 | 0.6% | $218.98万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED | $3.31亿 | 3.22% | 2,459,000 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3.27亿 | 3.18% | 1,080,000 | 257,000 | 31.2% | $7,786.33万 | 加仓 |
| AAPL | APPLE INC | $3.17亿 | 3.09% | 1,097,240 | 10,417 | 1.0% | $301.43万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3.09亿 | 3.00% | 3,511,270 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $3.00亿 | 2.92% | 10,180,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $2.06亿 | 2.00% | 864,176 | -32,785 | -3.7% | -$781.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.01亿 | 1.96% | 538,688 | -79,205 | -12.8% | -$2,954.50万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1.91亿 | 1.86% | 260,000 | -258,000 | -49.8% | -$1.90亿 | 减仓 |
| GOOGL | ALPHABET INC | $1.52亿 | 1.48% | 426,036 | 5,444 | 1.3% | $194.55万 | 加仓 |
| GOVT | ISHARES TR | $1.48亿 | 1.44% | 6,494,554 | 336,204 | 5.5% | $765.87万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $1.34亿 | 1.30% | 1,298,000 | 1,298,000 | — | $1.34亿 | 新建仓 |
| AVGO | BROADCOM INC | $1.32亿 | 1.29% | 349,853 | 3,524 | 1.0% | $133.12万 | 加仓 |
| GOOG | ALPHABET INC | $1.23亿 | 1.20% | 349,386 | 1,260 | 0.4% | $44.52万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.22亿 | 1.18% | 105,306 | 3,637 | 3.6% | $419.82万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1.03亿 | 1.00% | 300,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $1.00亿 | 0.98% | 238,220 | 2,464 | 1.0% | $103.64万 | 加仓 |
| META | META PLATFORMS INC | $9,475.89万 | 0.92% | 168,224 | 2,296 | 1.4% | $129.33万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $9,139.11万 | 0.89% | 157,324 | 2,508 | 1.6% | $145.69万 | 加仓 |
| V | VISA INC | $8,485.58万 | 0.83% | 247,328 | -12,193 | -4.7% | -$418.33万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $7,596.95万 | 0.74% | 81,210 | -2,864 | -3.4% | -$267.92万 | 减仓 |
| INTC | INTEL CORP | $6,417.48万 | 0.62% | 459,606 | 10,130 | 2.3% | $141.45万 | 加仓 |
| IWB | ISHARES TR | $6,347.25万 | 0.62% | 155,000 | 155,000 | — | $6,347.25万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $6,246.12万 | 0.61% | 209,552 | -51,705 | -19.8% | -$1,541.17万 | 减仓 |
| LLY | ELI LILLY & CO | $5,787.85万 | 0.56% | 48,255 | 1,111 | 2.4% | $133.26万 | 加仓 |
| AMAT | APPLIED MATLS INC | $5,714.95万 | 0.56% | 79,045 | 1,227 | 1.6% | $88.71万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,541.86万 | 0.54% | 169,305 | -2,850 | -1.7% | -$93.29万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $5,312.45万 | 0.52% | 122,596 | 2,089 | 1.7% | $90.52万 | 加仓 |
| WMT | WALMART INC | $5,088.40万 | 0.50% | 449,267 | 3,980 | 0.9% | $45.08万 | 加仓 |
| SPGI | S&P GLOBAL INC | $4,858.86万 | 0.47% | 119,306 | 9,818 | 9.0% | $399.85万 | 加仓 |
| LIN | LINDE PLC | $4,762.99万 | 0.46% | 91,783 | -1,890 | -2.0% | -$98.08万 | 减仓 |
| CSCO | CISCO SYS INC | $4,628.15万 | 0.45% | 394,019 | 3,396 | 0.9% | $39.89万 | 加仓 |
| APH | AMPHENOL CORP | $4,396.47万 | 0.43% | 249,346 | 20,273 | 8.9% | $357.45万 | 加仓 |
| DE | DEERE & CO | $4,239.23万 | 0.41% | 66,830 | 2,957 | 4.6% | $187.57万 | 加仓 |
| KLAC | KLA CORP | $3,925.19万 | 0.38% | 130,098 | 3,618 | 2.9% | $109.16万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,818.03万 | 0.37% | 150,334 | -4,696 | -3.0% | -$119.26万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,654.15万 | 0.36% | 73,026 | -24,587 | -25.2% | -$1,230.31万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $3,587.68万 | 0.35% | 104,196 | -622 | -0.6% | -$21.42万 | 减仓 |
| TJX | TJX COS INC NEW | $3,561.33万 | 0.35% | 235,071 | -18,478 | -7.3% | -$279.94万 | 减仓 |
| ZTS | ZOETIS INC | $3,533.53万 | 0.34% | 491,724 | 91,026 | 22.7% | $654.11万 | 加仓 |
| CAT | CATERPILLAR INC | $3,481.26万 | 0.34% | 32,691 | -3,901 | -10.7% | -$415.42万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $3,440.80万 | 0.33% | 1,088,517 | 482,283 | 79.6% | $1,524.50万 | 加仓 |
| RMD | RESMED INC | $3,413.87万 | 0.33% | 175,178 | 47,232 | 36.9% | $920.46万 | 加仓 |
| SCI | SERVICE CORP INTL | $3,361.07万 | 0.33% | 442,479 | 87,465 | 24.6% | $664.38万 | 加仓 |
| SNDK | SANDISK CORP | $3,170.26万 | 0.31% | 13,943 | 5,675 | 68.6% | $1,290.34万 | 加仓 |
| CTAS | CINTAS CORP | $3,167.96万 | 0.31% | 186,263 | 26,099 | 16.3% | $443.89万 | 加仓 |
| FAST | FASTENAL CO | $3,124.23万 | 0.30% | 650,475 | -9,970 | -1.5% | -$47.89万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3,093.07万 | 0.30% | 341,927 | -53,096 | -13.4% | -$480.31万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $3,092.72万 | 0.30% | 224,533 | 22,107 | 10.9% | $304.50万 | 加仓 |
| NFLX | NETFLIX INC. | $2,975.99万 | 0.29% | 416,806 | 4,375 | 1.1% | $31.24万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,975.55万 | 0.29% | 110,014 | 11,391 | 11.6% | $308.09万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,881.45万 | 0.28% | 84,495 | 2,057 | 2.5% | $70.15万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $2,845.20万 | 0.28% | 293,683 | -17,309 | -5.6% | -$167.69万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,808.67万 | 0.27% | 54,686 | 3,358 | 6.5% | $172.47万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,768.36万 | 0.27% | 237,281 | 2,276 | 1.0% | $26.55万 | 加仓 |
| — | EXXON MOBIL CORP | $2,716.63万 | 0.26% | 198,700 | -7,741 | -3.7% | -$105.83万 | 减仓 |
| ABBV | ABBVIE INC | $2,711.72万 | 0.26% | 107,762 | -273 | -0.3% | -$6.87万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,629.57万 | 0.26% | 63,267 | -1,997 | -3.1% | -$83.00万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $2,538.23万 | 0.25% | 141,382 | -22,098 | -13.5% | -$396.73万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,535.50万 | 0.25% | 25,070 | -962 | -3.7% | -$97.29万 | 减仓 |
| GE | GE AEROSPACE | $2,440.94万 | 0.24% | 65,313 | 297 | 0.5% | $11.10万 | 加仓 |
| HD | HOME DEPOT INC | $2,413.04万 | 0.23% | 68,420 | -1,027 | -1.5% | -$36.22万 | 减仓 |
| ROL | ROLLINS INC | $2,367.14万 | 0.23% | 567,116 | 252,368 | 80.2% | $1,053.38万 | 加仓 |
| BAC | BANK OF AMER CORP | $2,276.12万 | 0.22% | 399,459 | -5,298 | -1.3% | -$30.19万 | 减仓 |
| STE | STERIS PLC | $2,249.96万 | 0.22% | 106,851 | 5,469 | 5.4% | $115.16万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,202.14万 | 0.21% | 150,173 | 4,420 | 3.0% | $64.81万 | 加仓 |
| AMGN | AMGEN INC | $2,144.11万 | 0.21% | 59,210 | -1,676 | -2.8% | -$60.69万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,143.08万 | 0.21% | 129,288 | -2,259 | -1.7% | -$37.45万 | 减仓 |
| KO | COCA COLA CO | $2,096.12万 | 0.20% | 257,920 | -5,439 | -2.1% | -$44.20万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $2,091.68万 | 0.20% | 32,748 | 470 | 1.5% | $30.02万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,037.31万 | 0.20% | 21,112 | 917 | 4.5% | $88.49万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,029.05万 | 0.20% | 68,114 | 35,479 | 108.7% | $1,056.88万 | 加仓 |
| TW | TRADEWEB MKTS INC | $2,018.74万 | 0.20% | 202,563 | 8,665 | 4.5% | $86.36万 | 加仓 |
| MRK | MERCK & CO INC | $1,954.64万 | 0.19% | 152,112 | -1,231 | -0.8% | -$15.82万 | 减仓 |
| QCOM | QUALCOMM INC | $1,909.32万 | 0.19% | 103,324 | 370 | 0.4% | $6.84万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,903.19万 | 0.19% | 24,939 | 570 | 2.3% | $43.50万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,838.54万 | 0.18% | 46,291 | -95 | -0.2% | -$3.77万 | 减仓 |
| GEV | GE VERNOVA INC | $1,812.57万 | 0.18% | 15,428 | -735 | -4.5% | -$86.35万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,786.36万 | 0.17% | 98,743 | 1,598 | 1.6% | $28.91万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,769.88万 | 0.17% | 62,938 | -1,795 | -2.8% | -$50.48万 | 减仓 |
| PEP | PEPSICO INC | $1,736.00万 | 0.17% | 128,213 | 2,528 | 2.0% | $34.23万 | 加仓 |
| WELL | WELLTOWER INC | $1,688.27万 | 0.16% | 74,383 | 4,813 | 6.9% | $109.24万 | 加仓 |
| MS | MORGAN STANLEY | $1,666.22万 | 0.16% | 79,708 | 6,351 | 8.7% | $132.76万 | 加仓 |
| CPRT | COPART INC | $1,636.93万 | 0.16% | 580,678 | 168,984 | 41.0% | $476.37万 | 加仓 |
| RTX | RTX CORPORATION | $1,599.48万 | 0.16% | 84,303 | -4,321 | -4.9% | -$81.98万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1,524.53万 | 0.15% | 120,669 | 1,296 | 1.1% | $16.37万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,470.60万 | 0.14% | 177,953 | 952 | 0.5% | $7.87万 | 加仓 |
| ORCL | ORACLE CORP | $1,445.79万 | 0.14% | 98,655 | 379 | 0.4% | $5.55万 | 加仓 |
| APP | APPLOVIN CORP | $1,427.75万 | 0.14% | 27,711 | 221 | 0.8% | $11.39万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,408.54万 | 0.14% | 79,025 | -1,625 | -2.0% | -$28.96万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,408.38万 | 0.14% | 35,415 | 368 | 1.1% | $14.63万 | 加仓 |
| PLD | PROLOGIS INC. | $1,407.74万 | 0.14% | 103,915 | -480 | -0.5% | -$6.50万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,404.35万 | 0.14% | 41,518 | 559 | 1.4% | $18.91万 | 加仓 |
| C | CITIGROUP INC | $1,388.11万 | 0.14% | 99,179 | -7,405 | -6.9% | -$103.64万 | 减仓 |
| MCD | MCDONALDS CORP | $1,302.62万 | 0.13% | 48,190 | -2,252 | -4.5% | -$60.87万 | 减仓 |