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 |
|---|---|---|---|---|---|---|---|---|
| VRTX | VERTEX PHARMACEUTICALS INC | $1,255.49万 | 0.12% | 25,275 | 226 | 0.9% | $11.23万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,236.25万 | 0.12% | 171,320 | -1,943 | -1.1% | -$14.02万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,211.19万 | 0.12% | 137,996 | 535 | 0.4% | $4.70万 | 加仓 |
| BA | BOEING CO | $1,185.50万 | 0.12% | 54,765 | -4,853 | -8.1% | -$105.05万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,151.76万 | 0.11% | 112,708 | 1,524 | 1.4% | $15.57万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,145.86万 | 0.11% | 68,316 | -1,041 | -1.5% | -$17.46万 | 减仓 |
| GLW | CORNING INC | $1,110.25万 | 0.11% | 43,466 | 1,775 | 4.3% | $45.34万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,076.27万 | 0.10% | 21,467 | -263 | -1.2% | -$13.19万 | 减仓 |
| DIS | DISNEY WALT CO | $1,058.01万 | 0.10% | 109,923 | -4,062 | -3.6% | -$39.10万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,055.60万 | 0.10% | 249,315 | -19,754 | -7.3% | -$83.64万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,049.18万 | 0.10% | 61,760 | -3,071 | -4.7% | -$52.17万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1,031.38万 | 0.10% | 386,864 | 64,039 | 19.8% | $170.73万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,023.76万 | 0.10% | 27,277 | 546 | 2.0% | $20.49万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,012.03万 | 0.10% | 45,190 | 153 | 0.3% | $3.43万 | 加仓 |
| FTNT | FORTINET INC | $1,010.67万 | 0.10% | 65,790 | 65 | 0.1% | $9,985 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $993.76万 | 0.10% | 107,701 | 6,706 | 6.6% | $61.88万 | 加仓 |
| ETN | EATON CORP PLC | $977.73万 | 0.10% | 22,945 | 5,178 | 29.1% | $220.64万 | 加仓 |
| BLK | BLACKROCK INC | $958.39万 | 0.09% | 9,967 | 877 | 9.6% | $84.33万 | 加仓 |
| COP | CONOCOPHILLIPS | $914.58万 | 0.09% | 87,974 | 7,073 | 8.7% | $73.53万 | 加仓 |
| EQIX | EQUINIX INC | $914.18万 | 0.09% | 8,770 | -718 | -7.6% | -$74.84万 | 减仓 |
| IDXX | IDEXX LABS INC | $902.21万 | 0.09% | 17,138 | 9,420 | 122.1% | $495.91万 | 加仓 |
| DDOG | DATADOG INC | $890.93万 | 0.09% | 34,219 | 866 | 2.6% | $22.55万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $884.40万 | 0.09% | 360,244 | -8,440 | -2.3% | -$20.72万 | 减仓 |
| CRM | SALESFORCE INC | $862.37万 | 0.08% | 55,047 | -9,833 | -15.2% | -$154.04万 | 减仓 |
| T | AT&T INC | $858.84万 | 0.08% | 414,897 | 37,043 | 9.8% | $76.68万 | 加仓 |
| ADBE | ADOBE INC | $856.72万 | 0.08% | 41,787 | 159 | 0.4% | $3.26万 | 加仓 |
| CVS | CVS HEALTH CORP | $846.85万 | 0.08% | 81,861 | 1,799 | 2.2% | $18.61万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $846.30万 | 0.08% | 42,184 | 3,430 | 8.9% | $68.81万 | 加仓 |
| SNPS | SYNOPSYS INC | $844.86万 | 0.08% | 18,940 | 243 | 1.3% | $10.84万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $840.09万 | 0.08% | 33,824 | 884 | 2.7% | $21.96万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $815.02万 | 0.08% | 84,792 | 1,813 | 2.2% | $17.43万 | 加仓 |
| PFE | PFIZER INC | $814.86万 | 0.08% | 338,399 | 9,518 | 2.9% | $22.92万 | 加仓 |
| HON | HONEYWELL INTL INC | $809.69万 | 0.08% | 36,163 | -34,250 | -48.6% | -$766.86万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $796.06万 | 0.08% | 21,481 | 149 | 0.7% | $5.52万 | 加仓 |
| PGR | PROGRESSIVE CORP | $793.80万 | 0.08% | 36,338 | 10 | 0.0% | $2,184 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $789.57万 | 0.08% | 18,300 | -398 | -2.1% | -$17.17万 | 减仓 |
| LOW | LOWES COS INC | $780.58万 | 0.08% | 35,402 | 638 | 1.8% | $14.07万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $771.66万 | 0.08% | 34,503 | -755 | -2.1% | -$16.89万 | 减仓 |
| MO | ALTRIA GROUP INC | $761.28万 | 0.07% | 105,807 | 1,022 | 1.0% | $7.35万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $759.81万 | 0.07% | 22,693 | 7,453 | 48.9% | $249.54万 | 加仓 |
| INTU | INTUIT | $755.62万 | 0.07% | 28,951 | 251 | 0.9% | $6.55万 | 加仓 |
| UNP | UNION PAC CORP | $753.79万 | 0.07% | 27,713 | 2,696 | 10.8% | $73.33万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $751.46万 | 0.07% | 81,601 | -130 | -0.2% | -$1.20万 | 减仓 |
| CB | CHUBB LIMITED | $751.23万 | 0.07% | 22,047 | -506 | -2.2% | -$17.24万 | 减仓 |
| CSX | CSX CORP | $745.99万 | 0.07% | 156,951 | -34,222 | -17.9% | -$162.66万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $742.92万 | 0.07% | 33,604 | 33,604 | — | $742.92万 | 新建仓 |
| DASH | DOORDASH INC | $741.66万 | 0.07% | 40,192 | 813 | 2.1% | $15.00万 | 加仓 |
| TER | TERADYNE INC | $730.55万 | 0.07% | 15,099 | 5,741 | 61.3% | $277.77万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $718.33万 | 0.07% | 7,344 | 1,444 | 24.5% | $141.24万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $717.61万 | 0.07% | 124,541 | -3,281 | -2.6% | -$18.91万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $704.34万 | 0.07% | 28,176 | 3,760 | 15.4% | $93.99万 | 加仓 |
| DHR | DANAHER CORP DEL | $693.25万 | 0.07% | 36,395 | 13 | 0.0% | $2,476 | 加仓 |
| ROST | ROSS STORES INC | $692.95万 | 0.07% | 32,556 | 637 | 2.0% | $13.56万 | 加仓 |
| ASML | ASML HLDG NV | $689.14万 | 0.07% | 3,464 | 238 | 7.4% | $47.35万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $673.54万 | 0.07% | 23,967 | 847 | 3.7% | $23.80万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $673.20万 | 0.07% | 121,298 | 1,858 | 1.6% | $10.31万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $668.60万 | 0.07% | 115,594 | -2,294 | -1.9% | -$13.27万 | 减仓 |
| NOW | SERVICENOW INC | $665.82万 | 0.06% | 67,065 | -256 | -0.4% | -$2.54万 | 减仓 |
| SYK | STRYKER CORPORATION | $664.09万 | 0.06% | 21,093 | 95 | 0.5% | $2.99万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $660.30万 | 0.06% | 45,661 | 3,699 | 8.8% | $53.49万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $654.41万 | 0.06% | 72,119 | -17,424 | -19.5% | -$158.11万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $647.36万 | 0.06% | 47,318 | -8,234 | -14.8% | -$112.65万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $647.27万 | 0.06% | 12,705 | -668 | -5.0% | -$34.03万 | 减仓 |
| O | REALTY INCOME CORP | $643.68万 | 0.06% | 103,887 | 7,953 | 8.3% | $49.28万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $643.49万 | 0.06% | 4,655 | 93 | 2.0% | $12.86万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $641.80万 | 0.06% | 13,067 | -668 | -4.9% | -$32.81万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $639.68万 | 0.06% | 7,455 | 4,608 | 161.9% | $395.39万 | 加仓 |
| PWR | QUANTA SVCS INC | $638.89万 | 0.06% | 8,873 | -367 | -4.0% | -$26.43万 | 减仓 |
| PCAR | PACCAR INC | $634.25万 | 0.06% | 52,801 | -1,163 | -2.2% | -$13.97万 | 减仓 |
| ABNB | AIRBNB INC | $627.98万 | 0.06% | 43,884 | -103 | -0.2% | -$1.47万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $617.46万 | 0.06% | 22,966 | 4,616 | 25.2% | $124.11万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $616.30万 | 0.06% | 18,669 | -2,488 | -11.8% | -$82.13万 | 减仓 |
| NEM | NEWMONT CORP | $614.82万 | 0.06% | 65,827 | -1,353 | -2.0% | -$12.64万 | 减仓 |
| MDT | MEDTRONIC PLC | $614.15万 | 0.06% | 78,506 | 1,639 | 2.1% | $12.82万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $613.19万 | 0.06% | 9,834 | -145 | -1.5% | -$9.04万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $604.69万 | 0.06% | 24,559 | 1,458 | 6.3% | $35.90万 | 加仓 |
| SLB | SLB LIMITED | $585.49万 | 0.06% | 125,938 | 9,099 | 7.8% | $42.30万 | 加仓 |
| MCK | MCKESSON CORP | $582.87万 | 0.06% | 7,714 | 368 | 5.0% | $27.81万 | 加仓 |
| CMI | CUMMINS INC | $581.84万 | 0.06% | 8,158 | -409 | -4.8% | -$29.17万 | 减仓 |
| MMM | 3M CO | $573.05万 | 0.06% | 35,393 | 3,147 | 9.8% | $50.95万 | 加仓 |
| BX | BLACKSTONE INC | $570.32万 | 0.06% | 48,468 | 2,827 | 6.2% | $33.27万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $568.41万 | 0.06% | 16,031 | 10,934 | 214.5% | $387.69万 | 加仓 |
| CME | CME GROUP INC | $547.24万 | 0.05% | 24,781 | 2,254 | 10.0% | $49.78万 | 加仓 |
| SO | SOUTHERN CO | $546.13万 | 0.05% | 57,061 | 7,703 | 15.6% | $73.73万 | 加仓 |
| USB | US BANCORP | $545.04万 | 0.05% | 90,238 | 1,305 | 1.5% | $7.88万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $541.75万 | 0.05% | 54,024 | 4,677 | 9.5% | $46.90万 | 加仓 |
| EOG | EOG RES INC | $540.65万 | 0.05% | 41,675 | 2,567 | 6.6% | $33.30万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $538.91万 | 0.05% | 13,935 | -197 | -1.4% | -$7.62万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $538.30万 | 0.05% | 15,196 | -1,283 | -7.8% | -$45.45万 | 减仓 |
| PSA | PUBLIC STORAGE | $529.99万 | 0.05% | 16,650 | -135 | -0.8% | -$4.30万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $527.73万 | 0.05% | 29,387 | -1,821 | -5.8% | -$32.70万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $527.41万 | 0.05% | 36,097 | -1,832 | -4.8% | -$26.77万 | 减仓 |
| SHOP | SHOPIFY INC | $526.53万 | 0.05% | 46,114 | 1,110 | 2.5% | $12.67万 | 加仓 |
| EXC | EXELON CORP | $525.98万 | 0.05% | 112,823 | 1,581 | 1.4% | $7.37万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $520.56万 | 0.05% | 82,773 | 250 | 0.3% | $1.57万 | 加仓 |
| VLO | VALERO ENERGY CORP | $511.76万 | 0.05% | 19,650 | -496 | -2.5% | -$12.92万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $506.81万 | 0.05% | 47,145 | 590 | 1.3% | $6.34万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $504.29万 | 0.05% | 40,525 | 211 | 0.5% | $2.63万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $499.42万 | 0.05% | 39,455 | 4,597 | 13.2% | $58.19万 | 加仓 |
| ECL | ECOLAB INC | $492.97万 | 0.05% | 17,694 | -75 | -0.4% | -$2.09万 | 减仓 |