Norinchukin Bank, The
TOKYO M0 · SEC CIK 0001496637
$85.67亿2026Q1 申报市值
560持仓数
41.9%前十大占比 · 第一大 9.4%
6 / 8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
VOO 加仓+$1.69亿
QQQM 加仓+$1.04亿
WMT 加仓+$2,225.07万
VTI 加仓+$1,924.86万
IVV 加仓+$1,842.05万
2026Q1 卖出最多 按季末市值估算
TXN 减仓-$1,173.21万
DE 减仓-$675.06万
LIN 减仓-$660.75万
CHD 减仓-$481.33万
ITW 减仓-$306.26万
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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $1,862.30万 | 0.22% | 12,648 | 439 | 3.6% | $64.64万 | 加仓 |
| PEP | PEPSICO INC | $1,951.76万 | 0.23% | 125,685 | 4,548 | 3.8% | $70.63万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,973.19万 | 0.23% | 404,757 | -4,434 | -1.1% | -$21.62万 | 减仓 |
| INTC | INTEL CORP | $1,983.54万 | 0.23% | 449,476 | 37,214 | 9.0% | $164.23万 | 加仓 |
| KO | COCA COLA CO | $2,002.85万 | 0.23% | 263,359 | -1,304 | -0.5% | -$9.92万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,105.26万 | 0.25% | 145,753 | -1,956 | -1.3% | -$28.25万 | 减仓 |
| AMGN | AMGEN INC | $2,142.27万 | 0.25% | 60,886 | 649 | 1.1% | $22.84万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,202.28万 | 0.26% | 26,032 | -1,160 | -4.3% | -$98.13万 | 减仓 |
| STE | STERIS PLC | $2,241.86万 | 0.26% | 101,382 | 5,252 | 5.5% | $116.14万 | 加仓 |
| TW | TRADEWEB MKTS INC | $2,281.40万 | 0.27% | 193,898 | -20,009 | -9.4% | -$235.43万 | 减仓 |
| HD | HOME DEPOT INC | $2,284.04万 | 0.27% | 69,447 | -1,624 | -2.3% | -$53.41万 | 减仓 |
| ABBV | ABBVIE INC | $2,349.65万 | 0.27% | 108,035 | 50 | 0.0% | $1.09万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,564.65万 | 0.30% | 51,328 | -278 | -0.5% | -$13.89万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,567.06万 | 0.30% | 98,623 | -11,766 | -10.7% | -$306.26万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2,574.75万 | 0.30% | 120,507 | 3,847 | 3.3% | $82.20万 | 加仓 |
| CAT | CATERPILLAR INC | $2,592.40万 | 0.30% | 36,592 | -1,289 | -3.4% | -$91.32万 | 减仓 |
| MKC | MCCORMICK & CO INC | $2,633.76万 | 0.31% | 522,157 | 66,658 | 14.6% | $336.22万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,659.74万 | 0.31% | 77,818 | 2,604 | 3.5% | $89.00万 | 加仓 |
| CTAS | CINTAS CORP | $2,709.01万 | 0.32% | 160,164 | 2,678 | 1.7% | $45.30万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,721.71万 | 0.32% | 131,547 | -2,259 | -1.7% | -$46.74万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $2,746.24万 | 0.32% | 606,234 | 32,783 | 5.7% | $148.51万 | 加仓 |
| RMD | RESMED INC | $2,872.13万 | 0.34% | 127,946 | 5,650 | 4.6% | $126.83万 | 加仓 |
| APH | AMPHENOL CORP | $2,894.34万 | 0.34% | 229,073 | 9,524 | 4.3% | $120.34万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $2,902.18万 | 0.34% | 310,992 | -51,578 | -14.2% | -$481.33万 | 减仓 |
| SCI | SERVICE CORP INTL | $2,929.22万 | 0.34% | 355,014 | -16,000 | -4.3% | -$132.02万 | 减仓 |
| CSCO | CISCO SYS INC | $3,030.84万 | 0.35% | 390,623 | 13,373 | 3.5% | $103.76万 | 加仓 |
| FAST | FASTENAL CO | $3,064.46万 | 0.36% | 660,445 | -21,485 | -3.2% | -$99.69万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $3,102.03万 | 0.36% | 163,480 | 5,011 | 3.2% | $95.08万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,149.42万 | 0.37% | 154,816 | 6,108 | 4.1% | $124.26万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3,163.34万 | 0.37% | 395,023 | 13,065 | 3.4% | $104.62万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $3,199.14万 | 0.37% | 202,426 | 18,123 | 9.8% | $286.42万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $3,359.94万 | 0.39% | 104,818 | -4,919 | -4.5% | -$157.68万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $3,434.79万 | 0.40% | 101,669 | 4,212 | 4.3% | $142.30万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,437.65万 | 0.40% | 235,005 | 8,133 | 3.6% | $118.97万 | 加仓 |
| — | EXXON MOBIL CORP | $3,502.48万 | 0.41% | 206,441 | 1,930 | 0.9% | $32.74万 | 加仓 |
| DE | DEERE & CO | $3,597.97万 | 0.42% | 63,873 | -11,984 | -15.8% | -$675.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,789.55万 | 0.44% | 155,030 | -1,108 | -0.7% | -$27.08万 | 减仓 |
| NFLX | NETFLIX INC. | $3,965.52万 | 0.46% | 412,431 | 12,734 | 3.2% | $122.44万 | 加仓 |
| TJX | TJX COS INC NEW | $4,049.18万 | 0.47% | 253,549 | -8,932 | -3.4% | -$142.64万 | 减仓 |
| LLY | ELI LILLY & CO | $4,336.16万 | 0.51% | 47,144 | -62 | -0.1% | -$5.70万 | 减仓 |
| LIN | LINDE PLC | $4,643.93万 | 0.54% | 93,673 | -13,328 | -12.5% | -$660.75万 | 减仓 |
| SPGI | S&P GLOBAL INC | $4,656.96万 | 0.54% | 109,488 | -1,273 | -1.1% | -$54.15万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,677.61万 | 0.55% | 97,613 | 406 | 0.4% | $19.46万 | 加仓 |
| ZTS | ZOETIS INC | $4,736.65万 | 0.55% | 400,698 | -2,855 | -0.7% | -$33.75万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,064.11万 | 0.59% | 172,155 | -2,514 | -1.4% | -$73.95万 | 减仓 |
| TXN | TEXAS INSTRS INC | $5,072.04万 | 0.59% | 261,257 | -60,431 | -18.8% | -$1,173.21万 | 减仓 |
| WMT | WALMART INC | $5,534.03万 | 0.65% | 445,287 | 179,037 | 67.2% | $2,225.07万 | 加仓 |
| V | VISA INC | $7,843.76万 | 0.92% | 259,521 | 9,799 | 3.9% | $296.16万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8,377.39万 | 0.98% | 84,074 | -1,910 | -2.2% | -$190.32万 | 减仓 |
| TSLA | TESLA INC | $8,764.23万 | 1.02% | 235,756 | 13,292 | 6.0% | $494.13万 | 加仓 |
| VV | VANGUARD INDEX FDS | $8,965.50万 | 1.05% | 300,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $9,493.24万 | 1.11% | 165,928 | 4,390 | 2.7% | $251.17万 | 加仓 |
| GOOG | ALPHABET INC | $9,986.34万 | 1.17% | 348,126 | 8,786 | 2.6% | $252.04万 | 加仓 |
| AVGO | BROADCOM INC | $1.07亿 | 1.25% | 346,329 | 8,497 | 2.5% | $262.99万 | 加仓 |
| GOOGL | ALPHABET INC | $1.21亿 | 1.41% | 420,592 | 7,650 | 1.9% | $219.98万 | 加仓 |
| GOVT | ISHARES TR | $1.41亿 | 1.65% | 6,158,350 | -105,132 | -1.7% | -$240.86万 | 减仓 |
| AMZN | AMAZON COM INC | $1.87亿 | 2.18% | 896,961 | 33,082 | 3.8% | $689.00万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.96亿 | 2.28% | 823,000 | 436,000 | 112.7% | $1.04亿 | 加仓 |
| MSFT | MICROSOFT CORP | $2.29亿 | 2.67% | 617,893 | 25,244 | 4.3% | $934.46万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2.61亿 | 3.05% | 10,180,000 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $2.69亿 | 3.14% | 3,511,270 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $2.73亿 | 3.18% | 850,500 | 60,000 | 7.6% | $1,924.86万 | 加仓 |
| AAPL | APPLE INC | $2.76亿 | 3.22% | 1,086,823 | 13,640 | 1.3% | $346.17万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $2.88亿 | 3.36% | 2,459,000 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $2.99亿 | 3.49% | 518,000 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $3.12亿 | 3.64% | 477,180 | 28,200 | 6.3% | $1,842.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3.18亿 | 3.71% | 1,821,137 | 35,843 | 2.0% | $625.10万 | 加仓 |
| ITOT | ISHARES TR | $3.20亿 | 3.73% | 2,246,560 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $4.38亿 | 5.11% | 733,080 | 283,000 | 62.9% | $1.69亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8.02亿 | 9.36% | 1,233,000 | 0 | 0.0% | — | 不变 |