Daiichi Life Insurance Co., Ltd.
TOKYO M0 · SEC CIK 0001697728
$42.79亿2026Q2 申报市值
470持仓数
29.2%前十大占比 · 第一大 5.2%
24 / 26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
SOXX 新建仓+$1.13亿
GLD 新建仓+$3,909.91万
AMAT 加仓+$2,449.16万
AAPL 加仓+$1,788.59万
MU 加仓+$1,423.01万
2026Q2 卖出最多 按季末市值估算
SMH 重新持有-$2,392.69万
NVDA 减仓-$1,540.95万
PM 减仓-$1,228.07万
LRCX 减仓-$1,079.60万
XLE 清仓-$1,061.45万
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 |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | $175.73万 | 0.04% | 5,586 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $176.79万 | 0.04% | 5,873 | -57 | -1.0% | -$1.72万 | 减仓 |
| MDB | MONGODB INC | $182.76万 | 0.04% | 5,441 | -300 | -5.2% | -$10.08万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $183.06万 | 0.04% | 16,961 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $186.86万 | 0.04% | 12,375 | 12,375 | — | $186.86万 | 新建仓 |
| XEL | XCEL ENERGY INC | $190.08万 | 0.04% | 23,671 | 359 | 1.5% | $2.88万 | 加仓 |
| FSLR | FIRST SOLAR INC | $191.65万 | 0.04% | 8,122 | 583 | 7.7% | $13.76万 | 加仓 |
| NKE | NIKE INC | $192.10万 | 0.04% | 46,796 | -2,086 | -4.3% | -$8.56万 | 减仓 |
| AON | AON PLC | $193.51万 | 0.05% | 5,834 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $194.95万 | 0.05% | 41,817 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $195.62万 | 0.05% | 16,753 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $196.12万 | 0.05% | 6,648 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $197.54万 | 0.05% | 39,650 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $197.64万 | 0.05% | 15,038 | -3,843 | -20.4% | -$50.51万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $197.73万 | 0.05% | 20,135 | -5,425 | -21.2% | -$53.27万 | 减仓 |
| F | FORD MTR CO | $197.75万 | 0.05% | 142,263 | 45,000 | 46.3% | $62.55万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $199.41万 | 0.05% | 1,497 | -5,617 | -79.0% | -$748.21万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $201.33万 | 0.05% | 22,076 | 396 | 1.8% | $3.61万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $201.99万 | 0.05% | 22,329 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $203.85万 | 0.05% | 36,730 | -14,609 | -28.5% | -$81.08万 | 减仓 |
| DTE | DTE ENERGY CO | $204.92万 | 0.05% | 13,449 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $209.33万 | 0.05% | 18,466 | 2,495 | 15.6% | $28.28万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $209.67万 | 0.05% | 3,740 | -550 | -12.8% | -$30.83万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $210.12万 | 0.05% | 27,503 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $211.43万 | 0.05% | 5,936 | 5,008 | 539.7% | $178.38万 | 加仓 |
| EBAY | EBAY INC. | $212.96万 | 0.05% | 19,057 | 1,600 | 9.2% | $17.88万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $213.91万 | 0.05% | 9,876 | 3,168 | 47.2% | $68.62万 | 加仓 |
| EME | EMCOR GROUP INC | $220.91万 | 0.05% | 2,662 | -77 | -2.8% | -$6.39万 | 减仓 |
| RKLB | ROCKET LAB CORP | $222.20万 | 0.05% | 21,859 | -69 | -0.3% | -$7,014 | 减仓 |
| PCAR | PACCAR INC | $223.70万 | 0.05% | 18,623 | -673 | -3.5% | -$8.08万 | 减仓 |
| CTVA | CORTEVA INC | $225.12万 | 0.05% | 26,582 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $225.42万 | 0.05% | 19,226 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $226.74万 | 0.05% | 8,210 | 8,210 | — | $226.74万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $228.51万 | 0.05% | 13,970 | -6,200 | -30.7% | -$101.41万 | 减仓 |
| AME | AMETEK INC | $228.63万 | 0.05% | 9,450 | -230 | -2.4% | -$5.56万 | 减仓 |
| DOV | DOVER CORP | $228.79万 | 0.05% | 10,201 | 2,668 | 35.4% | $59.84万 | 加仓 |
| CBRE | CBRE GROUP INC | $229.31万 | 0.05% | 17,025 | -700 | -3.9% | -$9.43万 | 减仓 |
| SLB | SLB LIMITED | $229.40万 | 0.05% | 49,345 | -20,000 | -28.8% | -$92.98万 | 减仓 |
| CI | THE CIGNA GROUP | $229.72万 | 0.05% | 8,333 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $234.41万 | 0.05% | 27,159 | 2,770 | 11.4% | $23.91万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $240.08万 | 0.06% | 32,731 | 13,950 | 74.3% | $102.32万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $241.91万 | 0.06% | 98,539 | -22,000 | -18.3% | -$54.01万 | 减仓 |
| ADBE | ADOBE INC | $244.94万 | 0.06% | 11,947 | -4,613 | -27.9% | -$94.58万 | 减仓 |
| FLEX | FLEX LTD | $245.21万 | 0.06% | 15,130 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $248.44万 | 0.06% | 14,741 | 1,763 | 13.6% | $29.71万 | 加仓 |
| TGT | TARGET CORP | $249.11万 | 0.06% | 19,073 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $251.28万 | 0.06% | 8,571 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $251.73万 | 0.06% | 19,404 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $251.96万 | 0.06% | 55,855 | 961 | 1.8% | $4.34万 | 加仓 |
| BX | BLACKSTONE INC | $252.27万 | 0.06% | 21,439 | -319 | -1.5% | -$3.75万 | 减仓 |
| VTR | VENTAS INC | $252.65万 | 0.06% | 28,452 | 10,690 | 60.2% | $94.93万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $256.58万 | 0.06% | 11,182 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $257.21万 | 0.06% | 5,325 | 719 | 15.6% | $34.73万 | 加仓 |
| SRE | SEMPRA | $257.28万 | 0.06% | 27,751 | -9,514 | -25.5% | -$88.20万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $261.48万 | 0.06% | 10,940 | -2,200 | -16.7% | -$52.58万 | 减仓 |
| GM | GENERAL MTRS CO | $266.61万 | 0.06% | 34,589 | -79,850 | -69.8% | -$615.48万 | 减仓 |
| NUE | NUCOR CORP | $272.22万 | 0.06% | 12,221 | -183 | -1.5% | -$4.08万 | 减仓 |
| VLO | VALERO ENERGY CORP | $272.81万 | 0.06% | 10,475 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $273.32万 | 0.06% | 10,193 | -708 | -6.5% | -$18.98万 | 减仓 |
| DHI | D R HORTON INC | $276.39万 | 0.06% | 16,969 | 5,000 | 41.8% | $81.44万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $285.52万 | 0.07% | 4,579 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $287.57万 | 0.07% | 29,628 | 1,719 | 6.2% | $16.68万 | 加仓 |
| PSX | PHILLIPS 66 | $287.66万 | 0.07% | 17,016 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $287.69万 | 0.07% | 6,266 | -646 | -9.3% | -$29.66万 | 减仓 |
| VST | VISTRA CORP | $294.80万 | 0.07% | 18,584 | 500 | 2.8% | $7.93万 | 加仓 |
| NET | CLOUDFLARE INC | $295.42万 | 0.07% | 12,044 | -800 | -6.2% | -$19.62万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $300.55万 | 0.07% | 24,413 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $302.05万 | 0.07% | 38,610 | -987 | -2.5% | -$7.72万 | 减仓 |
| KKR | KKR & CO INC | $305.03万 | 0.07% | 33,235 | 13,019 | 64.4% | $119.49万 | 加仓 |
| MCO | MOODYS CORP | $312.65万 | 0.07% | 6,903 | -197 | -2.8% | -$8.92万 | 减仓 |
| SYK | STRYKER CORPORATION | $314.49万 | 0.07% | 9,989 | -3,732 | -27.2% | -$117.50万 | 减仓 |
| DASH | DOORDASH INC | $318.30万 | 0.07% | 17,249 | -500 | -2.8% | -$9.23万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $318.88万 | 0.07% | 29,663 | 315 | 1.1% | $3.39万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $319.79万 | 0.07% | 31,890 | -1,100 | -3.3% | -$11.03万 | 减仓 |
| EIX | EDISON INTL | $320.59万 | 0.07% | 43,061 | 35,658 | 481.7% | $265.47万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $321.43万 | 0.08% | 8,244 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $327.51万 | 0.08% | 11,654 | -219 | -1.8% | -$6.15万 | 减仓 |
| BE | BLOOM ENERGY CORP | $327.58万 | 0.08% | 10,822 | 1,343 | 14.2% | $40.65万 | 加仓 |
| MELI | MERCADOLIBRE INC | $332.35万 | 0.08% | 1,958 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $334.28万 | 0.08% | 36,657 | -2,719 | -6.9% | -$24.79万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $341.16万 | 0.08% | 6,891 | 489 | 7.6% | $24.21万 | 加仓 |
| PKG | PACKAGING CORP AMER | $342.65万 | 0.08% | 14,380 | -3,349 | -18.9% | -$79.80万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $344.44万 | 0.08% | 15,401 | 2,670 | 21.0% | $59.71万 | 加仓 |
| COHR | COHERENT CORP | $344.92万 | 0.08% | 8,744 | 7,082 | 426.1% | $279.36万 | 加仓 |
| CRH | CRH PLC | $345.74万 | 0.08% | 32,312 | 507 | 1.6% | $5.42万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $348.17万 | 0.08% | 22,032 | 6,344 | 40.4% | $100.25万 | 加仓 |
| ABNB | AIRBNB INC | $350.85万 | 0.08% | 24,518 | 12,000 | 95.9% | $171.72万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $352.72万 | 0.08% | 10,244 | 2,900 | 39.5% | $99.85万 | 加仓 |
| ECL | ECOLAB INC | $354.53万 | 0.08% | 12,725 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $356.65万 | 0.08% | 2,580 | 839 | 48.2% | $115.98万 | 加仓 |
| MMM | 3M CO | $357.79万 | 0.08% | 22,098 | -4,536 | -17.0% | -$73.44万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $362.21万 | 0.08% | 20,170 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $368.40万 | 0.09% | 2,708 | 900 | 49.8% | $122.44万 | 加仓 |
| FE | FIRSTENERGY CORP | $374.49万 | 0.09% | 78,773 | 55,272 | 235.2% | $262.76万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $377.46万 | 0.09% | 27,828 | 15,652 | 128.5% | $212.30万 | 加仓 |
| FTNT | FORTINET INC | $386.45万 | 0.09% | 25,156 | 1,000 | 4.1% | $15.36万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $387.96万 | 0.09% | 23,277 | -5,530 | -19.2% | -$92.17万 | 减仓 |
| WMB | WILLIAMS COS INC | $394.18万 | 0.09% | 53,024 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $396.87万 | 0.09% | 29,009 | -616 | -2.1% | -$8.43万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $397.24万 | 0.09% | 17,738 | -617 | -3.4% | -$13.82万 | 减仓 |