13F 机构持仓

Norinchukin Bank, The

TOKYO M0 · SEC CIK 0001496637

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$102.76亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 9.0%
IVV 6.0%
VOO 4.9%
VTI 3.8%
ITOT 3.6%
NVDA 3.6%
BBUS 3.2%
QQQM 3.2%
AAPL 3.1%
SPYM 3.0%

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
SW SMURFIT WESTROCK PLC $139.29万0.01%30,110 1510.5% $6,985 加仓
PPL PPL CORP $138.34万0.01%38,057 4,77814.4% $17.37万 加仓
EFX EQUIFAX INC $137.45万0.01%8,660 -33-0.4% -$5,238 减仓
IFF INTERNATIONAL FLAVORS&FRAGRA $133.14万0.01%16,806 120.1% $951 加仓
EL LAUDER ESTEE COS INC $133.12万0.01%16,861 760.5% $6,000 加仓
AMCR AMCOR PLC $131.45万0.01%30,322 610.2% $2,644 加仓
DOC HEALTHPEAK PROPERTIES INC $131.22万0.01%61,316 -6,791-10.0% -$14.53万 减仓
PFG PRINCIPAL FINANCIAL GROUP IN $130.52万0.01%12,110 -69-0.6% -$7,437 减仓
DLTR DOLLAR TREE INC $128.42万0.01%10,618 -120-1.1% -$1.45万 减仓
FOXA FOX CORP $128.19万0.01%24,577 4,55222.7% $23.74万 加仓
WRB BERKLEY W R CORP $127.83万0.01%18,124 -77-0.4% -$5,431 减仓
ULTA ULTA BEAUTY INC $126.45万0.01%2,804 10.0% $451 加仓
UDR UDR INC $126.17万0.01%31,606 -1,559-4.7% -$6.22万 减仓
KEY KEYCORP $124.08万0.01%53,829 -3,033-5.3% -$6.99万 减仓
VRSN VERISIGN INC $122.81万0.01%4,882 -13-0.3% -$3,270 减仓
DD DUPONT DE NEMOURS INC $122.09万0.01%9,001 -17,956-66.6% -$243.56万 减仓
HPQ HP INC $121.78万0.01%55,508 -1,556-2.7% -$3.41万 减仓
PKG PACKAGING CORP AMER $121.74万0.01%5,109 52711.5% $12.56万 加仓
FTV FORTIVE CORP $119.91万0.01%19,628 -1,869-8.7% -$11.42万 减仓
LEN LENNAR CORP $119.87万0.01%13,247 9768.0% $8.83万 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $119.54万0.01%30,865 -17,616-36.3% -$68.23万 减仓
CMS CMS ENERGY CORP $119.08万0.01%15,566 -4,607-22.8% -$35.24万 减仓
TRI THOMSON REUTERS CORP $117.69万0.01%14,410 -1,925-11.8% -$15.72万 减仓
SNA SNAP ON INC $116.09万0.01%2,885 47019.5% $18.91万 加仓
CDW CDW CORP $115.92万0.01%8,242 -25-0.3% -$3,516 减仓
SBAC SBA COMMUNICATIONS CORP $113.15万0.01%6,412 120.2% $2,118 加仓
DOW DOW HLDGS INC $113.02万0.01%41,309 3490.9% $9,549 加仓
GPN GLOBAL PMTS INC $112.16万0.01%15,457 9306.4% $6.75万 加仓
LUV SOUTHWEST AIRLS CO $111.50万0.01%21,684 1,6208.1% $8.33万 加仓
NVR NVR INC $111.06万0.01%163 53.2% $3.41万 加仓
MSTR STRATEGY INC $110.68万0.01%12,732 1,0018.5% $8.70万 加仓
SYF SYNCHRONY FINANCIAL $110.16万0.01%14,485 -7,420-33.9% -$56.43万 减仓
CBOE CBOE GLOBAL MKTS INC $109.32万0.01%4,505 -1,772-28.2% -$43.00万 减仓
STZ CONSTELLATION BRANDS INC $108.52万0.01%7,802 -3-0.0% -$417 减仓
FDXF FEDEX FGHT HLDG CO INC $108.39万0.01%7,178 7,178— $108.39万 新建仓
IP INTERNATIONAL PAPER CO $107.59万0.01%28,238 1100.4% $4,191 加仓
J JACOBS SOLUTIONS INC $107.35万0.01%8,520 -20-0.2% -$2,520 减仓
INCY INCYTE CORP $106.57万0.01%9,401 860.9% $9,749 加仓
FRT FEDERAL RLTY INVT TR NEW $105.41万0.01%8,539 -66-0.8% -$8,147 减仓
VTRS VIATRIS INC $105.33万0.01%66,328 3970.6% $6,304 加仓
BR BROADRIDGE FINL SOLUTIONS IN $104.97万0.01%7,665 -763-9.1% -$10.45万 减仓
L LOEWS CORP $104.33万0.01%9,216 140.2% $1,585 加仓
LII LENNOX INTL INC $104.33万0.01%1,821 34123.0% $19.54万 加仓
GPC GENUINE PARTS CO $104.07万0.01%8,821 560.6% $6,607 加仓
CPT CAMDEN PPTY TR $103.74万0.01%9,061 -1,783-16.4% -$20.41万 减仓
GIS GENERAL MILLS INC $103.19万0.01%29,651 930.3% $3,236 加仓
BALL BALL CORP $102.43万0.01%16,415 -645-3.8% -$4.02万 减仓
BRO BROWN & BROWN INC $102.28万0.01%15,944 110.1% $706 加仓
ARES ARES MANAGEMENT CORPORATION $101.00万0.01%9,074 -3,287-26.6% -$36.59万 减仓
BXP BXP INC $100.62万0.01%15,174 -85-0.6% -$5,636 减仓
GNRC GENERAC HLDGS INC $100.26万0.01%3,424 67824.7% $19.85万 加仓
IEX IDEX CORP $99.52万0.01%4,385 -263-5.7% -$5.97万 减仓
LNT ALLIANT ENERGY CORP $99.43万0.01%13,033 1,85516.6% $14.15万 加仓
AKAM AKAMAI TECHNOLOGIES INC $97.80万0.01%8,273 470.6% $5,556 加仓
MAS MASCO CORP $97.27万0.01%11,954 -806-6.3% -$6.56万 减仓
ALB ALBEMARLE CORP $96.71万0.01%7,162 -468-6.1% -$6.32万 减仓
NDSN NORDSON CORP $95.82万0.01%3,176 -170-5.1% -$5.13万 减仓
BBY BEST BUY INC $94.39万0.01%12,439 1271.0% $9,637 加仓
EVRG EVERGY INC $94.38万0.01%10,920 8989.0% $7.76万 加仓
TXT TEXTRON INC $94.17万0.01%10,266 -603-5.5% -$5.53万 减仓
CPAY CORPAY INC $93.32万0.01%2,800 -1,401-33.3% -$46.69万 减仓
SMCI SUPER MICRO COMPUTER INC $92.71万0.01%31,608 2360.8% $6,922 加仓
GEN GEN DIGITAL INC $90.50万0.01%36,361 00.0% — 不变
EG EVEREST GROUP LTD $89.81万0.01%2,514 -60-2.3% -$2.14万 减仓
PTC PTC INC $87.47万0.01%7,699 -130-1.7% -$1.48万 减仓
FIS FIDELITY NATL INFORMATION SV $86.91万0.01%22,353 -6,292-22.0% -$24.46万 减仓
LDOS LEIDOS HOLDINGS INC $86.75万0.01%8,425 -23-0.3% -$2,368 减仓
LVS LAS VEGAS SANDS CORP $86.74万0.01%18,779 -77-0.4% -$3,557 减仓
COO COOPER COS INC $85.72万0.01%11,953 00.0% — 不变
GL GLOBE LIFE INC $85.48万0.01%4,784 -25-0.5% -$4,467 减仓
RL RALPH LAUREN CORP $84.22万0.01%2,098 -352-14.4% -$14.13万 减仓
PNW PINNACLE WEST CAP CORP $84.06万0.01%7,856 430.6% $4,601 加仓
SWK STANLEY BLACK & DECKER INC $83.82万0.01%8,906 -429-4.6% -$4.04万 减仓
CF CF INDUSTRIES HOLD $83.23万0.01%7,688 -12-0.2% -$1,299 减仓
ECHO ECHOSTAR CORP $82.68万0.01%8,146 2,77351.6% $28.15万 加仓
AIZ ASSURANT INC $82.41万0.01%3,069 -1-0.0% -$269 减仓
AVY AVERY DENNISON CORP $82.33万0.01%5,071 -6-0.1% -$974 减仓
TYL TYLER TECHNOLOGIES INC $81.57万0.01%2,789 -7-0.3% -$2,047 减仓
FOX FOX CORP $80.35万0.01%17,155 3,05521.7% $14.31万 加仓
WY WEYERHAEUSER CO $78.66万0.01%32,857 -4,728-12.6% -$11.32万 减仓
IVZ INVESCO LTD $78.26万0.01%29,657 1,9547.1% $5.16万 加仓
LYB LYONDELLBASELL INDUSTRIES NV $78.10万0.01%14,834 550.4% $2,896 加仓
LULU LULULEMON ATHLETICA INC $77.95万0.01%6,827 -48-0.7% -$5,481 减仓
DECK DECKERS OUTDOOR CORP $76.60万0.01%7,715 -361-4.5% -$3.58万 减仓
MKC MCCORMICK & CO INC $76.32万0.01%15,137 -507,020-97.1% -$2,556.40万 减仓
TKO TKO GROUP HOLDINGS INC $75.51万0.01%3,751 -192-4.9% -$3.87万 减仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $75.37万0.01%2,863 -70-2.4% -$1.84万 减仓
PNR PENTAIR PLC $73.58万0.01%9,598 -538-5.3% -$4.12万 减仓
ARE ALEXANDRIA REAL ESTATE EQ IN $73.44万0.01%13,895 -1,491-9.7% -$7.88万 减仓
APTV APTIV PLC $73.37万0.01%11,954 -49-0.4% -$3,008 减仓
GDDY GODADDY INC $72.57万0.01%8,550 3594.4% $3.05万 加仓
TSN TYSON FOODS INC $72.38万0.01%12,643 280.2% $1,603 加仓
CHTR CHARTER COMMUNICATIONS INC $72.00万0.01%5,063 -4,681-48.0% -$66.57万 减仓
TRMB TRIMBLE INC $70.99万0.01%13,870 -635-4.4% -$3.25万 减仓
ALLE ALLEGION PLC $70.33万0.01%5,006 95923.7% $13.47万 加仓
WPC WP CAREY INC $70.20万0.01%9,818 -35-0.4% -$2,502 减仓
CSGP COSTAR GROUP INC $70.09万0.01%24,748 -15,916-39.1% -$45.07万 减仓
RVTY REVVITY INC $70.06万0.01%6,297 -299-4.5% -$3.33万 减仓
BG BUNGE GLOBAL SA $70.01万0.01%6,560 300.5% $3,202 加仓
HAS HASBRO INC $70.00万0.01%8,476 390.5% $3,221 加仓