PayPay Securities Corp
TOKYO M0 · SEC CIK 0001908623
$276.76万2026Q2 申报市值
296持仓数
33.5%前十大占比 · 第一大 4.6%
2 / 7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
SPXS 加仓+$9.07万
SQQQ 加仓+$4.67万
SPCX 新建仓+$3.04万
NVDA 加仓+$1.50万
DIREXION SHARES 加仓+$1.12万
2026Q2 卖出最多 按季末市值估算
SOXL 减仓-$58.30万
TQQQ 减仓-$6.64万
SPXL 减仓-$4.36万
MU 减仓-$3.12万
GLD 减仓-$2.76万
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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $5,911 | 0.21% | 46 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $5,608 | 0.20% | 31 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $5,541 | 0.20% | 81 | -21 | -20.6% | -$1,437 | 减仓 |
| TLT | ISHARES TR | $5,444 | 0.20% | 63 | -2 | -3.1% | -$173 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $5,115 | 0.18% | 15 | 1 | 7.1% | $341 | 加仓 |
| SO | SOUTHERN CO | $5,073 | 0.18% | 53 | 2 | 3.9% | $191 | 加仓 |
| MS | MORGAN STANLEY | $5,017 | 0.18% | 24 | -42 | -63.6% | -$8,780 | 减仓 |
| WFC | WELLS FARGO & CO | $4,958 | 0.18% | 60 | -83 | -58.0% | -$6,859 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4,825 | 0.17% | 5 | 1 | 25.0% | $965 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $4,766 | 0.17% | 16 | -46 | -74.2% | -$1.37万 | 减仓 |
| BA | BOEING CO | $4,762 | 0.17% | 22 | 1 | 4.8% | $216 | 加仓 |
| ETN | EATON CORP PLC | $4,687 | 0.17% | 11 | 1 | 10.0% | $426 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $4,683 | 0.17% | 37 | 2 | 5.7% | $253 | 加仓 |
| C | CITIGROUP INC | $4,619 | 0.17% | 33 | -59 | -64.1% | -$8,258 | 减仓 |
| ORCL | ORACLE CORP | $4,543 | 0.16% | 31 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4,499 | 0.16% | 16 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $4,471 | 0.16% | 15 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $4,471 | 0.16% | 7 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $4,440 | 0.16% | 7 | 1 | 16.7% | $634 | 加仓 |
| APH | AMPHENOL CORP | $4,232 | 0.15% | 24 | -1 | -4.0% | -$176 | 减仓 |
| PGR | PROGRESSIVE CORP | $4,151 | 0.15% | 19 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $3,979 | 0.14% | 2 | -3 | -60.0% | -$5,968 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $3,912 | 0.14% | 4 | 1 | 33.3% | $978 | 加仓 |
| SUSA | ISHARES TR | $3,858 | 0.14% | 25 | -4 | -13.8% | -$617 | 减仓 |
| CB | CHUBB LIMITED | $3,748 | 0.14% | 11 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $3,721 | 0.13% | 11 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $3,549 | 0.13% | 38 | 1 | 2.7% | $93 | 加仓 |
| UNP | UNION PAC CORP | $3,536 | 0.13% | 13 | -1 | -7.1% | -$272 | 减仓 |
| MCD | MCDONALDS CORP | $3,514 | 0.13% | 13 | -1 | -7.1% | -$270 | 减仓 |
| QCOM | QUALCOMM INC | $3,511 | 0.13% | 19 | 1 | 5.6% | $185 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $3,477 | 0.13% | 14 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $3,398 | 0.12% | 20 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $3,392 | 0.12% | 47 | 1 | 2.2% | $72 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $3,266 | 0.12% | 171 | 59 | 52.7% | $1,127 | 加仓 |
| AMGN | AMGEN INC | $3,259 | 0.12% | 9 | -1 | -10.0% | -$362 | 减仓 |
| ADI | ANALOG DEVICES INC | $3,177 | 0.11% | 8 | -1 | -11.1% | -$397 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $3,145 | 0.11% | 50 | 2 | 4.2% | $126 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $3,137 | 0.11% | 34 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $3,057 | 0.11% | 6 | -25 | -80.6% | -$1.27万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,008 | 0.11% | 6 | -1 | -14.3% | -$501 | 减仓 |
| DIS | DISNEY WALT CO | $2,984 | 0.11% | 31 | -2 | -6.1% | -$193 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2,906 | 0.11% | 23 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $2,897 | 0.10% | 28 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $2,879 | 0.10% | 19 | -1 | -5.0% | -$152 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2,833 | 0.10% | 17 | 1 | 6.2% | $167 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,784 | 0.10% | 7 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $2,755 | 0.10% | 8 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $2,674 | 0.10% | 15 | -10 | -40.0% | -$1,783 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $2,608 | 0.09% | 13 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $2,599 | 0.09% | 25 | -72 | -74.2% | -$7,485 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $2,589 | 0.09% | 6 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $2,576 | 0.09% | 5 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $2,538 | 0.09% | 16 | 1 | 6.7% | $159 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,456 | 0.09% | 5 | -1 | -16.7% | -$491 | 减仓 |
| MO | ALTRIA GROUP INC | $2,374 | 0.09% | 33 | -140 | -80.9% | -$1.01万 | 减仓 |
| AON | AON PLC | $2,322 | 0.08% | 7 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $2,311 | 0.08% | 6 | 1 | 20.0% | $385 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $2,311 | 0.08% | 7 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $2,286 | 0.08% | 12 | 1 | 9.1% | $190 | 加仓 |
| SYK | STRYKER CORPORATION | $2,204 | 0.08% | 7 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $2,193 | 0.08% | 14 | -3 | -17.6% | -$470 | 减仓 |
| PWR | QUANTA SVCS INC | $2,160 | 0.08% | 3 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2,146 | 0.08% | 21 | -1 | -4.5% | -$102 | 减仓 |
| MMM | 3M CO | $2,105 | 0.08% | 13 | -1 | -7.1% | -$162 | 减仓 |
| CSX | CSX CORP | $2,091 | 0.08% | 44 | 1 | 2.3% | $48 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2,066 | 0.07% | 9 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2,052 | 0.07% | 7 | -1 | -12.5% | -$293 | 减仓 |
| HON | HONEYWELL INTL INC | $2,015 | 0.07% | 9 | -65 | -87.8% | -$1.46万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,987 | 0.07% | 4 | -1 | -20.0% | -$497 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,970 | 0.07% | 8 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,934 | 0.07% | 5 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $1,923 | 0.07% | 2 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,877 | 0.07% | 5 | 1 | 25.0% | $375 | 加仓 |
| OIH | VANECK ETF TRUST | $1,860 | 0.07% | 5 | 1 | 25.0% | $372 | 加仓 |
| WMB | WILLIAMS COS INC | $1,859 | 0.07% | 25 | -130 | -83.9% | -$9,667 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1,828 | 0.07% | 17 | 1 | 6.2% | $108 | 加仓 |
| USB | US BANCORP | $1,812 | 0.07% | 30 | -123 | -80.4% | -$7,429 | 减仓 |
| FXI | ISHARES TR | $1,801 | 0.07% | 57 | 4 | 7.5% | $126 | 加仓 |
| NOW | SERVICENOW INC | $1,787 | 0.06% | 18 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $1,765 | 0.06% | 15 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $1,697 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $1,654 | 0.06% | 6 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $1,650 | 0.06% | 18 | -110 | -85.9% | -$1.01万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $1,604 | 0.06% | 16 | -1 | -5.9% | -$100 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,588 | 0.06% | 5 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $1,563 | 0.06% | 6 | -38 | -86.4% | -$9,899 | 减仓 |
| CME | CME GROUP INC | $1,546 | 0.06% | 7 | -1 | -12.5% | -$221 | 减仓 |
| FTNT | FORTINET INC | $1,536 | 0.06% | 10 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $1,528 | 0.06% | 3 | -24 | -88.9% | -$1.22万 | 减仓 |
| PSX | PHILLIPS 66 | $1,521 | 0.05% | 9 | -50 | -84.7% | -$8,450 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $1,504 | 0.05% | 26 | -106 | -80.3% | -$6,132 | 减仓 |
| PFF | ISHARES TR | $1,494 | 0.05% | 49 | -2 | -3.9% | -$61 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $1,482 | 0.05% | 4 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $1,466 | 0.05% | 9 | 1 | 12.5% | $163 | 加仓 |
| SLB | SLB LIMITED | $1,441 | 0.05% | 31 | -2 | -6.1% | -$93 | 减仓 |
| EOG | EOG RES INC | $1,427 | 0.05% | 11 | -64 | -85.3% | -$8,303 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,382 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,354 | 0.05% | 11 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,346 | 0.05% | 14 | 1 | 7.7% | $96 | 加仓 |
| SNPS | SYNOPSYS INC | $1,338 | 0.05% | 3 | -1 | -25.0% | -$446 | 减仓 |