National Mutual Insurance Federation of Agricultural Cooperatives
TOKYO, JAPAN M0 · SEC CIK 0001542927
$152.88亿2026Q2 申报市值
39持仓数
90.2%前十大占比 · 第一大 17.5%
2 / 4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
QQQM 加仓+$1.91亿
EQIX 新建仓+$2,814.45万
AVGO 加仓+$2,153.18万
EXXON MOBIL CORP 加仓+$1,681.66万
MSFT 加仓+$1,566.68万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$3,693.73万
SPGI 清仓-$2,245.80万
CVX 清仓-$2,048.31万
DIS 清仓-$1,860.13万
INTU 清仓-$1,854.91万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -52,800 | -100.0% | -$2,245.80万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -99,000 | -100.0% | -$2,048.31万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -193,000 | -100.0% | -$1,860.13万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -42,900 | -100.0% | -$1,854.91万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,103.73万 | 0.07% | 19,000 | 19,000 | — | $1,103.73万 | 新建仓 |
| DE | DEERE & CO | $1,268.66万 | 0.08% | 20,000 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $1,650.60万 | 0.11% | 50,000 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $2,173.24万 | 0.14% | 6,800 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $2,217.06万 | 0.15% | 23,700 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $2,445.00万 | 0.16% | 170,800 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,499.13万 | 0.16% | 203,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $2,507.18万 | 0.16% | 308,500 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,802.60万 | 0.18% | 55,900 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $2,814.45万 | 0.18% | 27,000 | 27,000 | — | $2,814.45万 | 新建仓 |
| BLK | BLACKROCK INC | $2,826.99万 | 0.18% | 29,400 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $2,871.25万 | 0.19% | 72,200 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $3,497.62万 | 0.23% | 68,100 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $3,592.19万 | 0.23% | 84,300 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $3,784.28万 | 0.25% | 110,300 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $3,840.65万 | 0.25% | 339,100 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $3,960.78万 | 0.26% | 289,700 | 123,000 | 73.8% | $1,681.66万 | 加仓 |
| LLY | ELI LILLY & CO | $4,353.93万 | 0.28% | 36,300 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $5,216.07万 | 0.34% | 92,600 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $5,266.74万 | 0.34% | 160,900 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $5,892.90万 | 0.39% | 156,000 | 57,000 | 57.6% | $2,153.18万 | 加仓 |
| AMZN | AMAZON COM INC | $6,435.18万 | 0.42% | 270,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $7,591.50万 | 0.50% | 105,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $8,202.71万 | 0.54% | 219,900 | 42,000 | 23.6% | $1,566.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.02亿 | 0.67% | 511,000 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1.05亿 | 0.69% | 364,400 | 45,000 | 14.1% | $1,302.12万 | 加仓 |
| GOOGL | ALPHABET INC | $1.09亿 | 0.71% | 305,000 | -35,000 | -10.3% | -$1,250.80万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1.15亿 | 0.76% | 100,000 | -32,000 | -24.2% | -$3,693.73万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1.72亿 | 1.12% | 1,275,000 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $3.24亿 | 2.12% | 791,000 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $4.41亿 | 2.88% | 4,040,400 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $8.38亿 | 5.48% | 9,536,000 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $9.94亿 | 6.50% | 2,686,800 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $10.06亿 | 6.58% | 3,322,000 | 631,000 | 23.4% | $1.91亿 | 加仓 |
| QQQ | INVESCO QQQ TR | $12.95亿 | 8.47% | 1,759,000 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $19.55亿 | 12.79% | 2,617,832 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $20.09亿 | 13.14% | 2,925,650 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $22.50亿 | 14.72% | 6,543,317 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $26.82亿 | 17.55% | 3,581,847 | 0 | 0.0% | — | 不变 |