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 |
|---|---|---|---|---|---|---|---|---|
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -54,818 | -100.0% | -$192.63万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -60,632 | -100.0% | -$156.92万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -8,078 | -100.0% | -$132.09万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -13,804 | -100.0% | -$104.34万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -5,977 | -100.0% | -$83.85万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -3,276 | -100.0% | -$44.36万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -6,300 | -100.0% | -$43.00万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -2,038 | -100.0% | -$41.23万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -26,131 | -100.0% | -$41.08万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -10,732 | -100.0% | -$23.90万 | 清仓 |
| — | SERVICE PPTYS TR | $4.63万 | 0.00% | 27,423 | 27,423 | — | $4.63万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $9.80万 | 0.00% | 21,205 | -615 | -2.8% | -$2,841 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $16.99万 | 0.00% | 10,178 | -307 | -2.9% | -$5,124 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $19.39万 | 0.00% | 12,335 | -285 | -2.3% | -$4,480 | 减仓 |
| MRP | MILLROSE PPTYS INC | $20.04万 | 0.00% | 6,668 | -382 | -5.4% | -$1.15万 | 重新持有 |
| NWS | NEWS CORP NEW | $20.35万 | 0.00% | 7,253 | -32 | -0.4% | -$898 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $21.27万 | 0.00% | 10,903 | -266 | -2.4% | -$5,190 | 减仓 |
| CUZ | COUSINS PPTYS INC | $21.32万 | 0.00% | 7,112 | 7,112 | — | $21.32万 | 新建仓 |
| OUT | OUTFRONT MEDIA INC | $21.69万 | 0.00% | 6,622 | 6,622 | — | $21.69万 | 新建仓 |
| NU | NU HLDGS LTD | $22.35万 | 0.00% | 16,732 | 1,755 | 11.7% | $2.34万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $22.67万 | 0.00% | 5,447 | -127 | -2.3% | -$5,286 | 减仓 |
| BF/B | BROWN FORMAN CORP | $24.88万 | 0.00% | 9,337 | -813 | -8.0% | -$2.17万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $24.92万 | 0.00% | 8,780 | -813 | -8.5% | -$2.31万 | 减仓 |
| VNO | VORNADO RLTY TR | $26.88万 | 0.00% | 6,840 | -536 | -7.3% | -$2.11万 | 重新持有 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $27.91万 | 0.00% | 9,350 | 52 | 0.6% | $1,552 | 加仓 |
| TRNO | TERRENO RLTY CORP | $29.77万 | 0.00% | 4,597 | -18 | -0.4% | -$1,166 | 减仓 |
| HR | HEALTHCARE RLTY TR | $30.23万 | 0.00% | 14,989 | -464 | -3.0% | -$9,359 | 减仓 |
| HRL | HORMEL FOODS CORP | $30.51万 | 0.00% | 12,291 | -147 | -1.2% | -$3,649 | 减仓 |
| MAC | MACERICH CO | $30.87万 | 0.00% | 12,255 | 908 | 8.0% | $2.29万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $31.46万 | 0.00% | 8,265 | -198 | -2.3% | -$7,536 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $32.43万 | 0.00% | 9,682 | -516 | -5.1% | -$1.73万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $32.82万 | 0.00% | 2,207 | -640 | -22.5% | -$9.52万 | 减仓 |
| ERIE | ERIE INDTY CO | $33.45万 | 0.00% | 1,395 | 4 | 0.3% | $959 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $34.86万 | 0.00% | 8,947 | -295 | -3.2% | -$1.15万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $35.07万 | 0.00% | 2,728 | -64 | -2.3% | -$8,227 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $35.14万 | 0.00% | 5,731 | -136 | -2.3% | -$8,338 | 减仓 |
| FDS | FACTSET RESH SYS INC | $35.52万 | 0.00% | 1,544 | -441 | -22.2% | -$10.15万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $37.37万 | 0.00% | 37,902 | 7,932 | 26.5% | $7.82万 | 加仓 |
| MOS | MOSAIC CO | $38.22万 | 0.00% | 18,039 | 59 | 0.3% | $1,250 | 加仓 |
| NNN | NNN REIT INC | $38.26万 | 0.00% | 8,223 | -192 | -2.3% | -$8,934 | 减仓 |
| CUBE | CUBESMART | $38.95万 | 0.00% | 9,795 | -308 | -3.0% | -$1.22万 | 减仓 |
| ADC | AGREE RLTY CORP | $39.26万 | 0.00% | 5,184 | -124 | -2.3% | -$9,392 | 减仓 |
| AOS | SMITH A O CORP | $40.35万 | 0.00% | 6,434 | 1,211 | 23.2% | $7.60万 | 加仓 |
| CTRE | CARETRUST REIT INC | $41.21万 | 0.00% | 10,214 | 320 | 3.2% | $1.29万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $41.82万 | 0.00% | 13,263 | -301 | -2.2% | -$9,491 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $42.94万 | 0.00% | 12,906 | -5,939 | -31.5% | -$19.76万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $43.46万 | 0.00% | 8,333 | 474 | 6.0% | $2.47万 | 加仓 |
| BAX | BAXTER INTL INC | $44.50万 | 0.00% | 20,873 | -5,748 | -21.6% | -$12.25万 | 减仓 |
| DVA | DAVITA INC | $44.79万 | 0.00% | 2,013 | -53 | -2.6% | -$1.18万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $45.91万 | 0.00% | 13,695 | -749 | -5.2% | -$2.51万 | 减仓 |
| TTD | THE TRADE DESK INC | $47.00万 | 0.00% | 25,993 | -483 | -1.8% | -$8,733 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $47.01万 | 0.00% | 2,321 | -38 | -1.6% | -$7,696 | 减仓 |
| WYNN | WYNN RESORTS LTD | $49.43万 | 0.00% | 5,091 | 6 | 0.1% | $583 | 加仓 |
| IT | GARTNER INC | $50.82万 | 0.00% | 3,921 | -295 | -7.0% | -$3.82万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $51.79万 | 0.01% | 24,532 | 138 | 0.6% | $2,913 | 加仓 |
| AES | AES CORP | $51.94万 | 0.01% | 35,433 | 3,947 | 12.5% | $5.79万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $52.01万 | 0.01% | 6,227 | -36 | -0.6% | -$3,007 | 减仓 |
| APA | APA CORPORATION | $52.98万 | 0.01% | 16,266 | -74 | -0.5% | -$2,410 | 减仓 |
| NWSA | NEWS CORP NEW | $53.86万 | 0.01% | 21,690 | -656 | -2.9% | -$1.63万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $54.03万 | 0.01% | 8,383 | -205 | -2.4% | -$1.32万 | 减仓 |
| GLPI | GAMING & LEISURE P | $55.54万 | 0.01% | 12,473 | -252 | -2.0% | -$1.12万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $56.04万 | 0.01% | 1,893 | -2 | -0.1% | -$592 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $56.67万 | 0.01% | 11,854 | -25 | -0.2% | -$1,195 | 减仓 |
| CLX | CLOROX CO DEL | $57.44万 | 0.01% | 6,018 | -989 | -14.1% | -$9.44万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $58.19万 | 0.01% | 8,583 | 42 | 0.5% | $2,848 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $58.68万 | 0.01% | 3,762 | -86 | -2.2% | -$1.34万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $60.00万 | 0.01% | 6,705 | -582 | -8.0% | -$5.21万 | 减仓 |
| SUI | SUN CMNTYS INC | $61.21万 | 0.01% | 5,105 | -142 | -2.7% | -$1.70万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $61.39万 | 0.01% | 12,876 | -218 | -1.7% | -$1.04万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $63.57万 | 0.01% | 2,803 | -10 | -0.4% | -$2,268 | 减仓 |
| SJM | SMUCKER J M CO | $65.72万 | 0.01% | 5,842 | 17 | 0.3% | $1,912 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $66.03万 | 0.01% | 2,359 | -123 | -5.0% | -$3.44万 | 减仓 |
| PODD | INSULET CORP | $66.32万 | 0.01% | 4,356 | -6 | -0.1% | -$914 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $66.82万 | 0.01% | 3,962 | -65 | -1.6% | -$1.10万 | 减仓 |
| TECH | BIO-TECHNE CORP | $66.97万 | 0.01% | 9,479 | 41 | 0.4% | $2,897 | 加仓 |
| SOLV | SOLVENTUM CORP | $67.53万 | 0.01% | 8,753 | -82 | -0.9% | -$6,326 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $69.16万 | 0.01% | 8,034 | -2,327 | -22.5% | -$20.03万 | 减仓 |
| HAS | HASBRO INC | $70.00万 | 0.01% | 8,476 | 39 | 0.5% | $3,221 | 加仓 |
| BG | BUNGE GLOBAL SA | $70.01万 | 0.01% | 6,560 | 30 | 0.5% | $3,202 | 加仓 |
| RVTY | REVVITY INC | $70.06万 | 0.01% | 6,297 | -299 | -4.5% | -$3.33万 | 减仓 |
| CSGP | COSTAR GROUP INC | $70.09万 | 0.01% | 24,748 | -15,916 | -39.1% | -$45.07万 | 减仓 |
| WPC | WP CAREY INC | $70.20万 | 0.01% | 9,818 | -35 | -0.4% | -$2,502 | 减仓 |
| ALLE | ALLEGION PLC | $70.33万 | 0.01% | 5,006 | 959 | 23.7% | $13.47万 | 加仓 |
| TRMB | TRIMBLE INC | $70.99万 | 0.01% | 13,870 | -635 | -4.4% | -$3.25万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $72.00万 | 0.01% | 5,063 | -4,681 | -48.0% | -$66.57万 | 减仓 |
| TSN | TYSON FOODS INC | $72.38万 | 0.01% | 12,643 | 28 | 0.2% | $1,603 | 加仓 |
| GDDY | GODADDY INC | $72.57万 | 0.01% | 8,550 | 359 | 4.4% | $3.05万 | 加仓 |
| APTV | APTIV PLC | $73.37万 | 0.01% | 11,954 | -49 | -0.4% | -$3,008 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $73.44万 | 0.01% | 13,895 | -1,491 | -9.7% | -$7.88万 | 减仓 |
| PNR | PENTAIR PLC | $73.58万 | 0.01% | 9,598 | -538 | -5.3% | -$4.12万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $75.37万 | 0.01% | 2,863 | -70 | -2.4% | -$1.84万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $75.51万 | 0.01% | 3,751 | -192 | -4.9% | -$3.87万 | 减仓 |
| MKC | MCCORMICK & CO INC | $76.32万 | 0.01% | 15,137 | -507,020 | -97.1% | -$2,556.40万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $76.60万 | 0.01% | 7,715 | -361 | -4.5% | -$3.58万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $77.95万 | 0.01% | 6,827 | -48 | -0.7% | -$5,481 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $78.10万 | 0.01% | 14,834 | 55 | 0.4% | $2,896 | 加仓 |
| IVZ | INVESCO LTD | $78.26万 | 0.01% | 29,657 | 1,954 | 7.1% | $5.16万 | 加仓 |
| WY | WEYERHAEUSER CO | $78.66万 | 0.01% | 32,857 | -4,728 | -12.6% | -$11.32万 | 减仓 |
| FOX | FOX CORP | $80.35万 | 0.01% | 17,155 | 3,055 | 21.7% | $14.31万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $81.57万 | 0.01% | 2,789 | -7 | -0.3% | -$2,047 | 减仓 |