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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $3,801.48万 | 0.18% | 242,247 | -63,221 | -20.7% | -$992.10万 | 减仓 |
| LOW | LOWES COS INC | $3,790.84万 | 0.18% | 172,095 | -12,554 | -6.8% | -$276.53万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $3,723.28万 | 0.17% | 197,820 | -1,329 | -0.7% | -$25.01万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $3,673.29万 | 0.17% | 504,032 | -111,037 | -18.1% | -$809.22万 | 减仓 |
| COP | CONOCOPHILLIPS | $3,640.56万 | 0.17% | 350,020 | -33,098 | -8.6% | -$344.25万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $3,629.99万 | 0.17% | 84,821 | -11,515 | -12.0% | -$492.80万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3,601.06万 | 0.17% | 622,880 | -41,194 | -6.2% | -$238.16万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $3,595.85万 | 0.17% | 178,920 | -24,164 | -11.9% | -$485.64万 | 减仓 |
| DHR | DANAHER CORP DEL | $3,549.77万 | 0.17% | 185,878 | -283,782 | -60.4% | -$5,419.47万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $3,503.19万 | 0.16% | 35,924 | -3,171 | -8.1% | -$309.23万 | 减仓 |
| MO | ALTRIA GROUP INC | $3,463.22万 | 0.16% | 478,439 | -42,109 | -8.1% | -$304.81万 | 减仓 |
| APP | APPLOVIN CORP | $3,406.33万 | 0.16% | 66,572 | -4,624 | -6.5% | -$236.60万 | 减仓 |
| CB | CHUBB LIMITED | $3,397.79万 | 0.16% | 99,718 | -14,532 | -12.7% | -$495.16万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $3,367.35万 | 0.16% | 66,275 | -5,230 | -7.3% | -$265.73万 | 减仓 |
| WM | WASTE MGMT INC DEL | $3,319.92万 | 0.16% | 148,904 | -9,467 | -6.0% | -$211.07万 | 减仓 |
| MCK | MCKESSON CORP | $3,295.96万 | 0.15% | 43,697 | -3,273 | -7.0% | -$246.87万 | 减仓 |
| SBUX | STARBUCKS CORP | $3,277.35万 | 0.15% | 319,468 | -28,160 | -8.1% | -$288.89万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3,253.52万 | 0.15% | 86,808 | -2,482 | -2.8% | -$93.02万 | 减仓 |
| SYK | STRYKER CORPORATION | $3,212.22万 | 0.15% | 100,949 | -4,126 | -3.9% | -$131.29万 | 减仓 |
| PWR | QUANTA SVCS INC | $3,151.91万 | 0.15% | 43,847 | -3,348 | -7.1% | -$240.67万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $3,073.76万 | 0.14% | 114,351 | -4,455 | -3.7% | -$119.75万 | 减仓 |
| NEM | NEWMONT CORP | $3,030.36万 | 0.14% | 323,637 | -33,361 | -9.3% | -$312.37万 | 减仓 |
| WMB | WILLIAMS COS INC | $3,018.27万 | 0.14% | 405,267 | -26,372 | -6.1% | -$196.41万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $3,009.23万 | 0.14% | 327,658 | -15,614 | -4.5% | -$143.40万 | 减仓 |
| PSA | PUBLIC STORAGE | $3,002.45万 | 0.14% | 92,902 | -1,645 | -1.7% | -$53.16万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $2,987.00万 | 0.14% | 121,262 | -5,853 | -4.6% | -$144.17万 | 减仓 |
| FTNT | FORTINET INC | $2,972.93万 | 0.14% | 193,095 | -12,738 | -6.2% | -$196.12万 | 减仓 |
| TMUS | T-MOBILE US INC | $2,959.62万 | 0.14% | 175,385 | -13,480 | -7.1% | -$227.47万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,937.91万 | 0.14% | 131,023 | -8,219 | -5.9% | -$184.29万 | 减仓 |
| CMI | CUMMINS INC | $2,922.49万 | 0.14% | 41,244 | -3,454 | -7.7% | -$244.75万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,905.55万 | 0.14% | 70,027 | -3,320 | -4.5% | -$137.75万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $2,894.13万 | 0.14% | 200,374 | -18,005 | -8.2% | -$260.06万 | 减仓 |
| USB | US BANCORP | $2,884.00万 | 0.14% | 476,067 | -40,666 | -7.9% | -$246.35万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,837.64万 | 0.13% | 73,329 | -7,619 | -9.4% | -$294.84万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $2,833.74万 | 0.13% | 1,157,309 | -97,284 | -7.8% | -$238.21万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,787.42万 | 0.13% | 303,779 | -20,408 | -6.3% | -$187.26万 | 减仓 |
| ADBE | ADOBE INC | $2,768.37万 | 0.13% | 134,856 | -13,646 | -9.2% | -$280.13万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $2,755.10万 | 0.13% | 78,126 | -4,016 | -4.9% | -$141.62万 | 减仓 |
| CME | CME GROUP INC | $2,733.99万 | 0.13% | 124,023 | -7,965 | -6.0% | -$175.58万 | 减仓 |
| VTR | VENTAS INC | $2,703.81万 | 0.13% | 303,216 | 1,496 | 0.5% | $13.34万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $2,648.01万 | 0.12% | 80,139 | -7,041 | -8.1% | -$232.65万 | 减仓 |
| CSX | CSX CORP | $2,612.77万 | 0.12% | 548,536 | -41,557 | -7.0% | -$197.94万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,599.12万 | 0.12% | 96,358 | -8,297 | -7.9% | -$223.80万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2,574.08万 | 0.12% | 267,084 | -21,665 | -7.5% | -$208.80万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,556.93万 | 0.12% | 52,059 | -6,065 | -10.4% | -$297.89万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $2,554.37万 | 0.12% | 74,187 | -5,693 | -7.1% | -$196.02万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2,537.22万 | 0.12% | 152,223 | -13,662 | -8.2% | -$227.72万 | 减仓 |
| MMM | 3M CO | $2,537.06万 | 0.12% | 156,590 | -14,654 | -8.6% | -$237.42万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $2,524.63万 | 0.12% | 433,480 | -31,822 | -6.8% | -$185.33万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $2,511.90万 | 0.12% | 401,112 | -38,968 | -8.9% | -$244.03万 | 减仓 |
| EMR | EMERSON ELEC CO | $2,503.59万 | 0.12% | 175,002 | -11,192 | -6.0% | -$160.11万 | 减仓 |
| BX | BLACKSTONE INC | $2,439.42万 | 0.11% | 208,358 | -19,082 | -8.4% | -$223.41万 | 减仓 |
| INTU | INTUIT | $2,421.97万 | 0.11% | 92,436 | -3,573 | -3.7% | -$93.62万 | 减仓 |
| COR | CENCORA INC | $2,412.51万 | 0.11% | 85,310 | -9,503 | -10.0% | -$268.74万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $2,407.56万 | 0.11% | 47,481 | -3,286 | -6.5% | -$166.62万 | 减仓 |
| SNPS | SYNOPSYS INC | $2,391.34万 | 0.11% | 53,578 | -7,007 | -11.6% | -$312.74万 | 减仓 |
| MDT | MEDTRONIC PLC | $2,385.19万 | 0.11% | 304,895 | -32,871 | -9.7% | -$257.15万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $2,366.76万 | 0.11% | 219,953 | -19,478 | -8.1% | -$209.59万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $2,366.08万 | 0.11% | 139,387 | 139,387 | — | $2,366.08万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $2,351.87万 | 0.11% | 188,996 | -461 | -0.2% | -$5.74万 | 减仓 |
| DDOG | DATADOG INC | $2,312.04万 | 0.11% | 89,708 | -4,567 | -4.8% | -$117.70万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $2,305.16万 | 0.11% | 62,051 | -7,438 | -10.7% | -$276.32万 | 减仓 |
| IRM | IRON MTN INC DEL | $2,301.79万 | 0.11% | 178,163 | -2,437 | -1.3% | -$31.49万 | 减仓 |
| VLO | VALERO ENERGY CORP | $2,294.15万 | 0.11% | 87,660 | -8,824 | -9.1% | -$230.93万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2,277.79万 | 0.11% | 166,220 | -10,804 | -6.1% | -$148.05万 | 减仓 |
| — | ELECTRONIC ARTS INC | $2,258.26万 | 0.11% | 110,137 | 1,229 | 1.1% | $25.20万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $2,258.24万 | 0.11% | 203,492 | -6,932 | -3.3% | -$76.93万 | 减仓 |
| CI | THE CIGNA GROUP | $2,248.91万 | 0.11% | 81,393 | -7,681 | -8.6% | -$212.23万 | 减仓 |
| MELI | MERCADOLIBRE INC | $2,229.45万 | 0.10% | 13,154 | -1,225 | -8.5% | -$207.62万 | 减仓 |
| SNOW | SNOWFLAKE INC | $2,221.23万 | 0.10% | 87,442 | -5,372 | -5.8% | -$136.46万 | 减仓 |
| GWW | WW GRAINGER INC | $2,218.79万 | 0.10% | 16,334 | -1,606 | -9.0% | -$218.16万 | 减仓 |
| MPC | MARATHON PETE CORP | $2,215.88万 | 0.10% | 86,409 | -8,235 | -8.7% | -$211.18万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,199.51万 | 0.10% | 66,469 | -6,494 | -8.9% | -$214.89万 | 减仓 |
| TER | TERADYNE INC | $2,168.23万 | 0.10% | 45,209 | -2,709 | -5.7% | -$129.92万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,159.67万 | 0.10% | 86,150 | -8,074 | -8.6% | -$202.40万 | 减仓 |
| EEM | ISHARES TR | $2,151.19万 | 0.10% | 314,456 | -3,710 | -1.2% | -$25.38万 | 减仓 |
| BE | BLOOM ENERGY CORP | $2,145.48万 | 0.10% | 71,972 | 7,478 | 11.6% | $222.92万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2,136.51万 | 0.10% | 212,349 | -17,491 | -7.6% | -$175.98万 | 减仓 |
| NET | CLOUDFLARE INC | $2,131.61万 | 0.10% | 86,994 | -4,817 | -5.2% | -$118.03万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $2,119.59万 | 0.10% | 15,934 | -1,008 | -5.9% | -$134.09万 | 减仓 |
| FAST | FASTENAL CO | $2,115.15万 | 0.10% | 441,839 | -24,357 | -5.2% | -$116.60万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $2,112.03万 | 0.10% | 89,041 | -4,575 | -4.9% | -$108.52万 | 减仓 |
| FIX | COMFORT SYS USA INC | $2,100.74万 | 0.10% | 10,638 | -299 | -2.7% | -$59.05万 | 减仓 |
| URI | UNITED RENTALS INC | $2,088.54万 | 0.10% | 18,472 | -1,641 | -8.2% | -$185.54万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $2,086.55万 | 0.10% | 66,238 | -5,008 | -7.0% | -$157.76万 | 减仓 |
| SLB | SLB LIMITED | $2,066.65万 | 0.10% | 444,758 | -31,902 | -6.7% | -$148.24万 | 减仓 |
| COHR | COHERENT CORP | $2,060.48万 | 0.10% | 52,325 | 4,772 | 10.0% | $187.91万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2,052.70万 | 0.10% | 140,490 | -16,262 | -10.4% | -$237.60万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,038.85万 | 0.10% | 165,669 | -15,259 | -8.4% | -$187.79万 | 减仓 |
| HON | HONEYWELL INTL INC | $2,037.58万 | 0.10% | 90,679 | -106,133 | -53.9% | -$2,384.83万 | 减仓 |
| MCO | MOODYS CORP | $2,035.79万 | 0.10% | 44,952 | -6,607 | -12.8% | -$299.22万 | 减仓 |
| FDX | FEDEX CORP | $2,034.79万 | 0.10% | 64,471 | -5,907 | -8.4% | -$186.43万 | 减仓 |
| GM | GENERAL MTRS CO | $2,027.23万 | 0.10% | 262,823 | -29,075 | -10.0% | -$224.26万 | 减仓 |
| CIEN | CIENA CORP | $2,015.44万 | 0.09% | 41,284 | -1,364 | -3.2% | -$66.59万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $2,003.07万 | 0.09% | 90,679 | 90,679 | — | $2,003.07万 | 新建仓 |
| CTAS | CINTAS CORP | $2,001.94万 | 0.09% | 117,897 | -15,091 | -11.3% | -$256.25万 | 减仓 |
| ROST | ROSS STORES INC | $1,997.01万 | 0.09% | 94,208 | -4,290 | -4.4% | -$90.94万 | 减仓 |
| EOG | EOG RES INC | $1,995.05万 | 0.09% | 153,245 | -14,554 | -8.7% | -$189.47万 | 减仓 |
| ALL | ALLSTATE CORP | $1,989.52万 | 0.09% | 83,380 | -6,035 | -6.7% | -$144.00万 | 减仓 |
| PSX | PHILLIPS 66 | $1,987.91万 | 0.09% | 116,844 | -10,036 | -7.9% | -$170.75万 | 减仓 |