Resona Asset Management Co.,Ltd.
KOTO-KU,TOKYO M0 · SEC CIK 0001944142
$212.91亿2026Q2 申报市值
786持仓数
32.6%前十大占比 · 第一大 6.9%
20 / 25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
WAB 加仓+$4,880.62万
GLDM 加仓+$3,753.22万
SPCX 新建仓+$2,366.08万
HONA 新建仓+$2,003.07万
CCL 新建仓+$1,067.76万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$1.40亿
AAPL 减仓-$9,666.82万
GOOG 减仓-$6,480.12万
MSFT 减仓-$5,829.27万
AMZN 减仓-$5,696.08万
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 |
|---|---|---|---|---|---|---|---|---|
| MRNA | MODERNA INC | $37.02万 | 0.00% | 5,311 | 473 | 9.8% | $3.30万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $37.60万 | 0.00% | 7,287 | 549 | 8.1% | $2.83万 | 加仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $37.64万 | 0.00% | 24,439 | -231 | -0.9% | -$3,558 | 减仓 |
| PEN | PENUMBRA INC | $37.98万 | 0.00% | 1,203 | 0 | 0.0% | — | 不变 |
| JBGS | JBG SMITH PPTYS | $38.95万 | 0.00% | 26,399 | -41 | -0.2% | -$605 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $39.22万 | 0.00% | 5,080 | 273 | 5.7% | $2.11万 | 加仓 |
| DRS | LEONARDO DRS INC | $40.97万 | 0.00% | 9,602 | -1,769 | -15.6% | -$7.55万 | 减仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $41.45万 | 0.00% | 7,416 | 5,137 | 225.4% | $28.71万 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $42.02万 | 0.00% | 9,035 | -708 | -7.3% | -$3.29万 | 减仓 |
| CSR | CENTERSPACE | $42.59万 | 0.00% | 7,494 | -8 | -0.1% | -$455 | 减仓 |
| ITRI | ITRON INC | $44.29万 | 0.00% | 5,118 | 955 | 22.9% | $8.26万 | 加仓 |
| VNOM | VIPER ENERGY INC | $45.15万 | 0.00% | 10,648 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $46.40万 | 0.00% | 89,929 | 0 | 0.0% | — | 不变 |
| — | SERVICE PPTYS TR | $46.68万 | 0.00% | 276,234 | 208,627 | 308.6% | $35.26万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $46.77万 | 0.00% | 3,801 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $46.95万 | 0.00% | 4,592 | -63 | -1.4% | -$6,442 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $47.51万 | 0.00% | 9,766 | -593 | -5.7% | -$2.88万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $48.11万 | 0.00% | 3,928 | -164 | -4.0% | -$2.01万 | 减仓 |
| ATR | APTARGROUP INC | $48.14万 | 0.00% | 3,845 | 185 | 5.1% | $2.32万 | 加仓 |
| MGEE | MGE ENERGY INC | $49.07万 | 0.00% | 6,018 | -325 | -5.1% | -$2.65万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $49.32万 | 0.00% | 19,615 | 54 | 0.3% | $1,358 | 加仓 |
| AUGO | AURA MINERALS INC | $49.33万 | 0.00% | 7,823 | 7,823 | — | $49.33万 | 新建仓 |
| CNX | CNX RES CORP | $49.71万 | 0.00% | 14,650 | 648 | 4.6% | $2.20万 | 加仓 |
| PDM | PIEDMONT REALTY TRUST INC | $49.86万 | 0.00% | 53,634 | -2,659 | -4.7% | -$2.47万 | 减仓 |
| IT | GARTNER INC | $50.89万 | 0.00% | 3,900 | -22,101 | -85.0% | -$288.41万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $51.37万 | 0.00% | 7,172 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $51.88万 | 0.00% | 1,828 | -143 | -7.3% | -$4.06万 | 减仓 |
| ORI | OLD REP INTL CORP | $52.15万 | 0.00% | 12,744 | 0 | 0.0% | — | 不变 |
| AAT | AMERICAN ASSETS TR INC | $52.25万 | 0.00% | 21,045 | 48 | 0.2% | $1,192 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $52.51万 | 0.00% | 9,987 | -563 | -5.3% | -$2.96万 | 减仓 |
| AWR | AMER STATES WTR CO | $52.88万 | 0.00% | 6,400 | -287 | -4.3% | -$2.37万 | 减仓 |
| CNK | CINEMARK HLDGS INC | $53.59万 | 0.00% | 16,889 | -235 | -1.4% | -$7,457 | 减仓 |
| UMH | UMH PPTYS INC | $53.77万 | 0.00% | 34,877 | -1,398 | -3.9% | -$2.16万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $55.96万 | 0.00% | 10,186 | 10,186 | — | $55.96万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $56.56万 | 0.00% | 7,021 | -507 | -6.7% | -$4.08万 | 减仓 |
| GNTX | GENTEX CORP | $57.84万 | 0.00% | 22,890 | 883 | 4.0% | $2.23万 | 加仓 |
| LEGN | LEGEND BIOTECH CORP | $58.10万 | 0.00% | 20,068 | -318 | -1.6% | -$9,207 | 减仓 |
| ARW | ARROW ELECTRS INC | $58.18万 | 0.00% | 2,726 | 99 | 3.8% | $2.11万 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $58.38万 | 0.00% | 24,521 | 4,962 | 25.4% | $11.81万 | 加仓 |
| BOX | BOX INC | $58.76万 | 0.00% | 22,142 | -2,830 | -11.3% | -$7.51万 | 减仓 |
| POST | POST HLDGS INC | $59.19万 | 0.00% | 6,706 | -782 | -10.4% | -$6.90万 | 减仓 |
| APPF | APPFOLIO INC | $62.49万 | 0.00% | 3,897 | 158 | 4.2% | $2.53万 | 加仓 |
| BRC | BRADY CORP | $63.84万 | 0.00% | 6,972 | -305 | -4.2% | -$2.79万 | 减仓 |
| STNE | STONECO LTD | $66.47万 | 0.00% | 61,270 | 2,202 | 3.7% | $2.39万 | 加仓 |
| LAUR | LAUREATE ED INC | $70.93万 | 0.00% | 19,528 | -2,165 | -10.0% | -$7.86万 | 减仓 |
| DBX | DROPBOX INC | $71.71万 | 0.00% | 26,106 | -3,669 | -12.3% | -$10.08万 | 减仓 |
| — | SILA REALTY TRUST INC | $74.38万 | 0.00% | 24,499 | 47 | 0.2% | $1,427 | 加仓 |
| FCN | FTI CONSULTING INC | $74.61万 | 0.00% | 5,007 | -292 | -5.5% | -$4.35万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $74.94万 | 0.00% | 83,822 | -3,567 | -4.1% | -$3.19万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $75.17万 | 0.00% | 19,993 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $76.86万 | 0.00% | 13,792 | -68 | -0.5% | -$3,790 | 减仓 |
| TAL | TAL ED GROUP | $76.90万 | 0.00% | 80,476 | -30,703 | -27.6% | -$29.34万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $77.07万 | 0.00% | 31,754 | -2,431 | -7.1% | -$5.90万 | 减仓 |
| RLJ | RLJ LODGING TR | $78.47万 | 0.00% | 66,274 | -539 | -0.8% | -$6,382 | 减仓 |
| BSY | BENTLEY SYS INC | $78.75万 | 0.00% | 26,347 | -1,220 | -4.4% | -$3.65万 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $78.80万 | 0.00% | 12,475 | 27 | 0.2% | $1,705 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $80.57万 | 0.00% | 24,524 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW | $81.50万 | 0.00% | 24,243 | 32 | 0.1% | $1,076 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $81.69万 | 0.00% | 394 | -49 | -11.1% | -$10.16万 | 减仓 |
| JBS | JBS N.V. | $82.84万 | 0.00% | 69,907 | -13,257 | -15.9% | -$15.71万 | 减仓 |
| XHR | XENIA HOTELS & RESORTS INC | $83.12万 | 0.00% | 40,332 | -1,826 | -4.3% | -$3.76万 | 减仓 |
| RLI | RLI CORP | $83.90万 | 0.00% | 14,204 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $85.75万 | 0.00% | 4,208 | 129 | 3.2% | $2.63万 | 加仓 |
| LTC | LTC PPTYS INC | $86.32万 | 0.00% | 22,435 | 1,330 | 6.3% | $5.12万 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $87.45万 | 0.00% | 73,995 | -467 | -0.6% | -$5,519 | 减仓 |
| DT | DYNATRACE INC | $87.76万 | 0.00% | 19,986 | 728 | 3.8% | $3.20万 | 加仓 |
| S | SENTINELONE INC | $88.28万 | 0.00% | 52,024 | 52,024 | — | $88.28万 | 新建仓 |
| TXNM | TXNM ENERGY INC | $91.18万 | 0.00% | 16,059 | 52 | 0.3% | $2,953 | 加仓 |
| NTST | NETSTREIT CORP | $91.23万 | 0.00% | 42,691 | -27 | -0.1% | -$577 | 减仓 |
| DHC | DIVERSIFIED HEALTHCARE TR | $92.52万 | 0.00% | 96,507 | -1,568 | -1.6% | -$1.50万 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $93.23万 | 0.00% | 70,558 | -11,579 | -14.1% | -$15.30万 | 减仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $95.09万 | 0.00% | 81,669 | -2,668 | -3.2% | -$3.11万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $97.74万 | 0.00% | 50,522 | 9 | 0.0% | $174 | 加仓 |
| CHE | CHEMED CORP NEW | $100.13万 | 0.00% | 2,150 | -317 | -12.8% | -$14.76万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $100.41万 | 0.00% | 217,327 | -1,073 | -0.5% | -$4,957 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $103.15万 | 0.00% | 2,567 | -127 | -4.7% | -$5.10万 | 减仓 |
| BZ | KANZHUN LIMITED | $106.62万 | 0.01% | 82,731 | -20,034 | -19.5% | -$25.82万 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $109.05万 | 0.01% | 88,991 | -1,610 | -1.8% | -$1.97万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $109.12万 | 0.01% | 37,418 | -6,227 | -14.3% | -$18.16万 | 减仓 |
| LINE | LINEAGE INC | $113.47万 | 0.01% | 25,238 | -73 | -0.3% | -$3,282 | 减仓 |
| OGE | OGE ENERGY CORP | $118.22万 | 0.01% | 24,296 | 637 | 2.7% | $3.10万 | 加仓 |
| IDCC | INTERDIGITAL INC | $119.25万 | 0.01% | 4,212 | -220 | -5.0% | -$6.23万 | 减仓 |
| AVT | AVNET INC | $119.27万 | 0.01% | 13,428 | -619 | -4.4% | -$5.50万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $119.94万 | 0.01% | 8,715 | -21,185 | -70.9% | -$291.56万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $121.26万 | 0.01% | 21,192 | 496 | 2.4% | $2.84万 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $122.27万 | 0.01% | 48,331 | -44 | -0.1% | -$1,113 | 减仓 |
| ENSG | ENSIGN GROUP INC | $122.90万 | 0.01% | 7,667 | 134 | 1.8% | $2.15万 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $123.54万 | 0.01% | 147,682 | 1,455 | 1.0% | $1.22万 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $124.19万 | 0.01% | 34,319 | -82 | -0.2% | -$2,967 | 减仓 |
| AKR | ACADIA RLTY TR | $125.55万 | 0.01% | 58,669 | 767 | 1.3% | $1.64万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $125.88万 | 0.01% | 3,387 | 193 | 6.0% | $7.17万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $126.69万 | 0.01% | 87,322 | -1,517 | -1.7% | -$2.20万 | 减仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $127.45万 | 0.01% | 157,088 | 157,088 | — | $127.45万 | 新建仓 |
| UE | URBAN EDGE PPTYS | $128.39万 | 0.01% | 55,509 | -263 | -0.5% | -$6,083 | 减仓 |
| CURB | CURBLINE PPTYS CORP | $133.30万 | 0.01% | 42,718 | -237 | -0.6% | -$7,395 | 减仓 |
| IDA | IDACORP INC | $137.35万 | 0.01% | 9,078 | -192 | -2.1% | -$2.90万 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $139.82万 | 0.01% | 30,876 | -505 | -1.6% | -$2.29万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $140.39万 | 0.01% | 6,490 | -394 | -5.7% | -$8.52万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $143.66万 | 0.01% | 26,041 | -133 | -0.5% | -$7,337 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $146.13万 | 0.01% | 48,422 | -411 | -0.8% | -$1.24万 | 减仓 |