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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | $899.42万 | 0.21% | 41,173 | 2,202 | 5.7% | $48.10万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $885.51万 | 0.21% | 26,824 | 1,868 | 7.5% | $61.67万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $860.68万 | 0.20% | 35,467 | 153 | 0.4% | $3.71万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $857.37万 | 0.20% | 9,992 | 9,320 | 1,386.9% | $799.71万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $855.74万 | 0.20% | 51,337 | 4,893 | 10.5% | $81.56万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $844.95万 | 0.20% | 24,980 | -22,736 | -47.6% | -$769.05万 | 减仓 |
| MET | METLIFE INC | $832.94万 | 0.19% | 98,445 | 83,797 | 572.1% | $709.01万 | 加仓 |
| FAST | FASTENAL CO | $832.52万 | 0.19% | 173,333 | -4,580 | -2.6% | -$22.00万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $831.36万 | 0.19% | 16,582 | -250 | -1.5% | -$12.53万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $828.08万 | 0.19% | 102,030 | 9,445 | 10.2% | $76.66万 | 加仓 |
| URI | UNITED RENTALS INC | $825.99万 | 0.19% | 7,291 | 3,385 | 86.7% | $383.48万 | 加仓 |
| — | ELECTRONIC ARTS INC | $815.75万 | 0.19% | 39,785 | 3,929 | 11.0% | $80.56万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $784.31万 | 0.18% | 21,847 | -7,752 | -26.2% | -$278.30万 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $782.98万 | 0.18% | 70,775 | 6,673 | 10.4% | $73.82万 | 加仓 |
| FFIV | F5 INC | $766.12万 | 0.18% | 18,418 | -1,686 | -8.4% | -$70.13万 | 减仓 |
| PLD | PROLOGIS INC. | $766.10万 | 0.18% | 56,551 | 25,000 | 79.2% | $338.68万 | 加仓 |
| EMR | EMERSON ELEC CO | $765.25万 | 0.18% | 53,458 | 7,613 | 16.6% | $108.98万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $760.88万 | 0.18% | 7,779 | 1,827 | 30.7% | $178.70万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $759.84万 | 0.18% | 82,511 | -2,783 | -3.3% | -$25.63万 | 减仓 |
| ADSK | AUTODESK INC | $753.96万 | 0.18% | 38,780 | 30,488 | 367.7% | $592.75万 | 加仓 |
| CIEN | CIENA CORP | $753.55万 | 0.18% | 15,361 | 10,854 | 240.8% | $532.45万 | 加仓 |
| QCOM | QUALCOMM INC | $749.58万 | 0.18% | 40,564 | -3,319 | -7.6% | -$61.33万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $745.65万 | 0.17% | 18,750 | 3,270 | 21.1% | $130.04万 | 加仓 |
| NOW | SERVICENOW INC | $729.61万 | 0.17% | 73,490 | 11,923 | 19.4% | $118.37万 | 加仓 |
| D | DOMINION ENERGY INC | $721.42万 | 0.17% | 105,641 | 10,308 | 10.8% | $70.39万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $714.40万 | 0.17% | 40,081 | 3,956 | 11.0% | $70.51万 | 加仓 |
| NI | NISOURCE INC | $705.79万 | 0.16% | 148,432 | 9,385 | 6.7% | $44.63万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $703.62万 | 0.16% | 14,165 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $692.51万 | 0.16% | 61,170 | 6,995 | 12.9% | $79.19万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $651.45万 | 0.15% | 203,770 | -11,856 | -5.5% | -$37.90万 | 减仓 |
| WRB | BERKLEY W R CORP | $645.12万 | 0.15% | 91,467 | 9,639 | 11.8% | $67.98万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $643.85万 | 0.15% | 114,830 | -14,244 | -11.0% | -$79.87万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $635.13万 | 0.15% | 68,834 | -4,300 | -5.9% | -$39.68万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $633.50万 | 0.15% | 109,526 | -10,201 | -8.5% | -$59.00万 | 减仓 |
| INTU | INTUIT | $633.06万 | 0.15% | 24,255 | 1,187 | 5.1% | $30.98万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $631.10万 | 0.15% | 21,579 | 7,938 | 58.2% | $232.15万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $624.54万 | 0.15% | 91,830 | -94,711 | -50.8% | -$644.13万 | 减仓 |
| PWR | QUANTA SVCS INC | $619.81万 | 0.14% | 8,608 | 820 | 10.5% | $59.04万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $619.48万 | 0.14% | 35,960 | -16,587 | -31.6% | -$285.74万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $613.44万 | 0.14% | 85,011 | -5,836 | -6.4% | -$42.11万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $609.58万 | 0.14% | 17,413 | 10,000 | 134.9% | $350.07万 | 加仓 |
| SNDK | SANDISK CORP | $600.26万 | 0.14% | 2,640 | 2,640 | — | $600.26万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $590.83万 | 0.14% | 34,580 | 34,580 | — | $590.83万 | 新建仓 |
| DHR | DANAHER CORP DEL | $589.61万 | 0.14% | 30,954 | 6,870 | 28.5% | $130.86万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $589.39万 | 0.14% | 21,922 | -20,445 | -48.3% | -$549.68万 | 减仓 |
| KR | KROGER CO | $586.58万 | 0.14% | 105,633 | 16,385 | 18.4% | $90.99万 | 加仓 |
| VRSN | VERISIGN INC | $584.17万 | 0.14% | 23,222 | -2,733 | -10.5% | -$68.75万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $580.16万 | 0.14% | 15,655 | 2,969 | 23.4% | $110.03万 | 加仓 |
| DIS | DISNEY WALT CO | $579.06万 | 0.14% | 60,162 | -1,060 | -1.7% | -$10.20万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $574.20万 | 0.13% | 99,653 | 4,990 | 5.3% | $28.75万 | 加仓 |
| PTC | PTC INC | $567.40万 | 0.13% | 49,943 | 21,565 | 76.0% | $245.00万 | 加仓 |
| SBUX | STARBUCKS CORP | $559.17万 | 0.13% | 54,719 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $549.07万 | 0.13% | 141,768 | 10,269 | 7.8% | $39.77万 | 加仓 |
| BLK | BLACKROCK INC | $544.24万 | 0.13% | 5,660 | 800 | 16.5% | $76.92万 | 加仓 |
| ETN | EATON CORP PLC | $532.74万 | 0.12% | 12,502 | -3,875 | -23.7% | -$165.12万 | 减仓 |
| LOW | LOWES COS INC | $527.63万 | 0.12% | 23,930 | 186 | 0.8% | $4.10万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $527.20万 | 0.12% | 12,219 | 1,108 | 10.0% | $47.81万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $523.54万 | 0.12% | 21,263 | 4,500 | 26.8% | $110.80万 | 加仓 |
| APP | APPLOVIN CORP | $522.65万 | 0.12% | 10,144 | -100 | -1.0% | -$5.15万 | 减仓 |
| USB | US BANCORP | $522.51万 | 0.12% | 86,509 | 19,100 | 28.3% | $115.36万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $519.30万 | 0.12% | 25,885 | 2,617 | 11.2% | $52.50万 | 加仓 |
| SPGI | S&P GLOBAL INC | $519.01万 | 0.12% | 12,744 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $517.28万 | 0.12% | 67,618 | 6,911 | 11.4% | $52.87万 | 加仓 |
| CRM | SALESFORCE INC | $513.30万 | 0.12% | 32,765 | -6,725 | -17.0% | -$105.35万 | 减仓 |
| YUM | YUM BRANDS INC | $508.71万 | 0.12% | 31,822 | 2,283 | 7.7% | $36.50万 | 加仓 |
| CMI | CUMMINS INC | $502.24万 | 0.12% | 7,042 | 475 | 7.2% | $33.88万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $497.48万 | 0.12% | 10,417 | 456 | 4.6% | $21.78万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $496.38万 | 0.12% | 33,973 | 6,000 | 21.4% | $87.67万 | 加仓 |
| COP | CONOCOPHILLIPS | $488.89万 | 0.11% | 47,027 | -5,000 | -9.6% | -$51.98万 | 减仓 |
| FOXA | FOX CORP | $475.71万 | 0.11% | 91,202 | 3,205 | 3.6% | $16.72万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $475.35万 | 0.11% | 18,187 | 1,596 | 9.6% | $41.71万 | 加仓 |
| TER | TERADYNE INC | $473.63万 | 0.11% | 9,789 | 3,631 | 59.0% | $175.68万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $470.23万 | 0.11% | 14,809 | -17,317 | -53.9% | -$549.87万 | 减仓 |
| SNOW | SNOWFLAKE INC | $469.35万 | 0.11% | 18,442 | -500 | -2.6% | -$12.72万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $467.97万 | 0.11% | 21,398 | -12,797 | -37.4% | -$279.87万 | 减仓 |
| DE | DEERE & CO | $466.93万 | 0.11% | 7,361 | -2,586 | -26.0% | -$164.04万 | 减仓 |
| CSX | CSX CORP | $466.41万 | 0.11% | 98,129 | 41,000 | 71.8% | $194.87万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $457.52万 | 0.11% | 31,638 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $456.01万 | 0.11% | 109,249 | 12,969 | 13.5% | $54.13万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $451.71万 | 0.11% | 13,669 | 4,741 | 53.1% | $156.67万 | 加仓 |
| CTAS | CINTAS CORP | $450.58万 | 0.11% | 26,492 | -91 | -0.3% | -$1.55万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $448.47万 | 0.10% | 8,277 | 1,660 | 25.1% | $89.94万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $445.29万 | 0.10% | 70,805 | -4,500 | -6.0% | -$28.30万 | 减仓 |
| SNPS | SYNOPSYS INC | $430.68万 | 0.10% | 9,655 | -700 | -6.8% | -$31.22万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $427.70万 | 0.10% | 15,727 | 8,610 | 121.0% | $234.15万 | 加仓 |
| EQIX | EQUINIX INC | $422.90万 | 0.10% | 4,057 | 45 | 1.1% | $4.69万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $420.10万 | 0.10% | 10,863 | 1,450 | 15.4% | $56.08万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $418.90万 | 0.10% | 16,866 | 250 | 1.5% | $6.21万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $418.49万 | 0.10% | 27,654 | 2,495 | 9.9% | $37.76万 | 加仓 |
| AZO | AUTOZONE INC | $416.11万 | 0.10% | 1,302 | -203 | -13.5% | -$64.88万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $413.01万 | 0.10% | 15,270 | 5,000 | 48.7% | $135.24万 | 加仓 |
| DDOG | DATADOG INC | $410.59万 | 0.10% | 15,770 | 2,431 | 18.2% | $63.29万 | 加仓 |
| PFE | PFIZER INC | $409.86万 | 0.10% | 170,206 | -72,630 | -29.9% | -$174.89万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $405.77万 | 0.09% | 32,608 | 405 | 1.3% | $5.04万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $405.73万 | 0.09% | 41,880 | 4,929 | 13.3% | $47.75万 | 加仓 |
| HSY | HERSHEY CO | $403.27万 | 0.09% | 22,985 | -2,323 | -9.2% | -$40.76万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $397.24万 | 0.09% | 17,738 | -617 | -3.4% | -$13.82万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $396.87万 | 0.09% | 29,009 | -616 | -2.1% | -$8.43万 | 减仓 |
| WMB | WILLIAMS COS INC | $394.18万 | 0.09% | 53,024 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $387.96万 | 0.09% | 23,277 | -5,530 | -19.2% | -$92.17万 | 减仓 |