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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $489.97万 | 0.05% | 28,984 | -72 | -0.2% | -$1.22万 | 减仓 |
| — | ELECTRONIC ARTS INC | $477.68万 | 0.05% | 23,297 | 609 | 2.7% | $12.49万 | 加仓 |
| EMR | EMERSON ELEC CO | $474.43万 | 0.05% | 33,142 | -1,687 | -4.8% | -$24.15万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $474.17万 | 0.05% | 28,989 | 3,044 | 11.7% | $49.79万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $469.03万 | 0.05% | 51,429 | 944 | 1.9% | $8.61万 | 加仓 |
| CI | THE CIGNA GROUP | $467.72万 | 0.05% | 16,966 | 100 | 0.6% | $2.76万 | 加仓 |
| FDX | FEDEX CORP | $454.13万 | 0.04% | 14,503 | 200 | 1.4% | $6.26万 | 加仓 |
| MCO | MOODYS CORP | $452.56万 | 0.04% | 9,992 | 625 | 6.7% | $28.31万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $448.26万 | 0.04% | 26,895 | -225 | -0.8% | -$3.75万 | 减仓 |
| COHR | COHERENT CORP | $447.72万 | 0.04% | 11,350 | 3,899 | 52.3% | $153.80万 | 加仓 |
| URI | UNITED RENTALS INC | $445.00万 | 0.04% | 3,928 | -235 | -5.6% | -$26.62万 | 减仓 |
| XEL | XCEL ENERGY INC | $444.44万 | 0.04% | 55,348 | 5,932 | 12.0% | $47.63万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $438.62万 | 0.04% | 7,824 | -10 | -0.1% | -$5,606 | 减仓 |
| FIX | COMFORT SYS USA INC | $436.03万 | 0.04% | 2,200 | -51 | -2.3% | -$10.11万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $434.11万 | 0.04% | 3,259 | -180 | -5.2% | -$23.98万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $433.19万 | 0.04% | 24,644 | 1,982 | 8.7% | $34.84万 | 加仓 |
| ADSK | AUTODESK INC | $431.48万 | 0.04% | 22,193 | 386 | 1.8% | $7.50万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $428.70万 | 0.04% | 10,323 | 67 | 0.7% | $2.78万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $428.48万 | 0.04% | 13,494 | -190 | -1.4% | -$6.03万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $425.38万 | 0.04% | 8,352 | -459 | -5.2% | -$23.38万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $421.85万 | 0.04% | 19,476 | 211 | 1.1% | $4.57万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $417.28万 | 0.04% | 127,492 | 2,488 | 2.0% | $8.14万 | 加仓 |
| KKR | KKR & CO INC | $413.36万 | 0.04% | 45,038 | 2,530 | 6.0% | $23.22万 | 加仓 |
| CRH | CRH PLC | $412.29万 | 0.04% | 38,532 | 16 | 0.0% | $1,712 | 加仓 |
| GM | GENERAL MTRS CO | $409.53万 | 0.04% | 53,131 | -16 | -0.0% | -$1,233 | 减仓 |
| CIEN | CIENA CORP | $407.95万 | 0.04% | 8,316 | 73 | 0.9% | $3.58万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $402.03万 | 0.04% | 93,105 | 2,269 | 2.5% | $9.80万 | 加仓 |
| WMB | WILLIAMS COS INC | $401.99万 | 0.04% | 54,075 | -803 | -1.5% | -$5.97万 | 减仓 |
| SRE | SEMPRA | $400.75万 | 0.04% | 43,226 | 145 | 0.3% | $1.34万 | 加仓 |
| AON | AON PLC | $400.32万 | 0.04% | 12,069 | 56 | 0.5% | $1.86万 | 加仓 |
| D | DOMINION ENERGY INC | $397.50万 | 0.04% | 58,207 | 1,848 | 3.3% | $12.62万 | 加仓 |
| IRM | IRON MTN INC DEL | $395.24万 | 0.04% | 31,291 | -150 | -0.5% | -$1.89万 | 减仓 |
| VTR | VENTAS INC | $389.95万 | 0.04% | 43,913 | -3,448 | -7.3% | -$30.62万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $389.38万 | 0.04% | 11,783 | -127 | -1.1% | -$4.20万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $387.56万 | 0.04% | 90,805 | 376 | 0.4% | $1.60万 | 加仓 |
| ALL | ALLSTATE CORP | $386.87万 | 0.04% | 16,259 | 400 | 2.5% | $9.52万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $383.69万 | 0.04% | 32,431 | 2,715 | 9.1% | $32.12万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $383.47万 | 0.04% | 85,008 | 3,099 | 3.8% | $13.98万 | 加仓 |
| GWW | WW GRAINGER INC | $381.05万 | 0.04% | 2,801 | -179 | -6.0% | -$24.35万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $373.45万 | 0.04% | 10,668 | 55 | 0.5% | $1.93万 | 加仓 |
| PAYX | PAYCHEX INC | $372.89万 | 0.04% | 37,922 | -1,547 | -3.9% | -$15.21万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $369.73万 | 0.04% | 40,328 | -9,615 | -19.3% | -$88.15万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $367.28万 | 0.04% | 9,420 | 1,355 | 16.8% | $52.83万 | 加仓 |
| OKE | ONEOK INC NEW | $362.09万 | 0.04% | 41,648 | 10,572 | 34.0% | $91.91万 | 加仓 |
| TFC | TRUIST FINL CORP | $360.91万 | 0.04% | 72,443 | -4,547 | -5.9% | -$22.65万 | 减仓 |
| MPC | MARATHON PETE CORP | $357.84万 | 0.03% | 13,996 | -5,488 | -28.2% | -$140.31万 | 减仓 |
| TGT | TARGET CORP | $355.65万 | 0.03% | 27,230 | -303 | -1.1% | -$3.96万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $352.63万 | 0.03% | 14,844 | 11 | 0.1% | $2,613 | 加仓 |
| CTVA | CORTEVA INC | $350.10万 | 0.03% | 41,339 | -143 | -0.3% | -$1.21万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $349.03万 | 0.03% | 11,905 | 939 | 8.6% | $27.53万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $348.42万 | 0.03% | 11,990 | -730 | -5.7% | -$21.21万 | 减仓 |
| COR | CENCORA INC | $347.33万 | 0.03% | 12,274 | 54 | 0.4% | $1.53万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $346.89万 | 0.03% | 17,206 | 40 | 0.2% | $8,064 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $346.19万 | 0.03% | 18,906 | 9,427 | 99.5% | $172.62万 | 加仓 |
| WM | WASTE MGMT INC DEL | $343.73万 | 0.03% | 15,422 | -99 | -0.6% | -$2.21万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $340.17万 | 0.03% | 6,871 | -430 | -5.9% | -$21.29万 | 减仓 |
| AFL | AFLAC INC | $339.13万 | 0.03% | 28,924 | -1,000 | -3.3% | -$11.72万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $339.04万 | 0.03% | 46,222 | -2,479 | -5.1% | -$18.18万 | 减仓 |
| AME | AMETEK INC | $336.42万 | 0.03% | 13,905 | 97 | 0.7% | $2.35万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $334.40万 | 0.03% | 9,882 | -302 | -3.0% | -$10.22万 | 减仓 |
| MELI | MERCADOLIBRE INC | $332.18万 | 0.03% | 1,957 | 61 | 3.2% | $10.35万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $329.53万 | 0.03% | 10,475 | 1,009 | 10.7% | $31.74万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $328.56万 | 0.03% | 14,312 | 364 | 2.6% | $8.36万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $324.27万 | 0.03% | 22,317 | -250 | -1.1% | -$3.63万 | 减仓 |
| AZO | AUTOZONE INC | $321.51万 | 0.03% | 1,006 | 3 | 0.3% | $9,588 | 加仓 |
| NKE | NIKE INC | $320.40万 | 0.03% | 78,052 | -253,681 | -76.5% | -$1,041.36万 | 减仓 |
| F | FORD MTR CO | $320.16万 | 0.03% | 230,334 | 5,932 | 2.6% | $8.25万 | 加仓 |
| ALAB | ASTERA LABS INC | $318.70万 | 0.03% | 6,598 | 6,598 | — | $318.70万 | 新建仓 |
| EBAY | EBAY INC. | $317.28万 | 0.03% | 28,392 | -79 | -0.3% | -$8,828 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $314.70万 | 0.03% | 76,162 | 35,195 | 85.9% | $145.43万 | 加仓 |
| STT | STATE STR CORP | $312.91万 | 0.03% | 18,450 | 1,417 | 8.3% | $24.03万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $312.35万 | 0.03% | 55,410 | 3,990 | 7.8% | $22.49万 | 加仓 |
| HUM | HUMANA INC | $306.50万 | 0.03% | 7,716 | 7 | 0.1% | $2,781 | 加仓 |
| VICI | VICI PPTYS INC | $305.21万 | 0.03% | 114,958 | 1,342 | 1.2% | $3.56万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $300.40万 | 0.03% | 24,401 | -10,233 | -29.5% | -$125.98万 | 减仓 |
| NUE | NUCOR CORP | $292.87万 | 0.03% | 13,148 | 3 | 0.0% | $668 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $292.56万 | 0.03% | 36,047 | 75 | 0.2% | $6,087 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $289.49万 | 0.03% | 45,225 | 680 | 1.5% | $4.35万 | 加仓 |
| MET | METLIFE INC | $288.94万 | 0.03% | 34,150 | -603 | -1.7% | -$5.10万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $287.07万 | 0.03% | 15,214 | -415 | -2.7% | -$7.83万 | 减仓 |
| CVNA | CARVANA CO | $282.82万 | 0.03% | 42,968 | 598 | 1.4% | $3.94万 | 加仓 |
| YUM | YUM BRANDS INC | $279.85万 | 0.03% | 17,506 | -259 | -1.5% | -$4.14万 | 减仓 |
| XYZ | BLOCK INC | $277.92万 | 0.03% | 36,568 | 2,304 | 6.7% | $17.51万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $276.95万 | 0.03% | 6,037 | 330 | 5.8% | $15.14万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $276.78万 | 0.03% | 86,574 | -1,352 | -1.5% | -$4.32万 | 减仓 |
| MSCI | MSCI INC | $276.77万 | 0.03% | 4,942 | 386 | 8.5% | $21.62万 | 加仓 |
| DHI | D R HORTON INC | $274.86万 | 0.03% | 16,875 | -93 | -0.5% | -$1.51万 | 减仓 |
| DAL | DELTA AIR LINES INC | $272.30万 | 0.03% | 29,073 | 2,101 | 7.8% | $19.68万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $272.00万 | 0.03% | 31,250 | 2,927 | 10.3% | $25.48万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $271.76万 | 0.03% | 79,929 | -816 | -1.0% | -$2.77万 | 减仓 |
| WAB | WABTEC | $270.84万 | 0.03% | 10,046 | -536 | -5.1% | -$14.45万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $268.94万 | 0.03% | 24,310 | 490 | 2.1% | $5.42万 | 加仓 |
| PCG | PG&E CORP | $267.24万 | 0.03% | 158,884 | 479 | 0.3% | $8,057 | 加仓 |
| DXCM | DEXCOM INC | $257.44万 | 0.03% | 38,224 | 171 | 0.4% | $1.15万 | 加仓 |
| TRGP | TARGA RES CORP | $254.55万 | 0.02% | 9,493 | -144 | -1.5% | -$3.86万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $249.96万 | 0.02% | 36,797 | -549 | -1.5% | -$3.73万 | 减仓 |
| KVUE | KENVUE INC | $249.85万 | 0.02% | 130,741 | 15,768 | 13.7% | $30.13万 | 加仓 |
| OMC | OMNICOM GROUP INC | $248.32万 | 0.02% | 34,096 | 3,443 | 11.2% | $25.08万 | 加仓 |
| WDAY | WORKDAY INC | $245.61万 | 0.02% | 20,063 | -779 | -3.7% | -$9.54万 | 减仓 |
| SYY | SYSCO CORP | $241.89万 | 0.02% | 28,941 | -336 | -1.1% | -$2.81万 | 减仓 |