Global X Japan Co., Ltd.
CHIYODA-KU, TOKYO M0 · SEC CIK 0002027450
$27.19亿2026Q2 申报市值
390持仓数
52.2%前十大占比 · 第一大 13.3%
34 / 24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
CLIP 加仓+$2.40亿
PANW 加仓+$4,945.54万
MSFT 加仓+$2,178.06万
NVDA 加仓+$1,914.52万
KLAC 加仓+$1,875.37万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$3,018.01万
AMD 减仓-$2,402.82万
AMAT 减仓-$2,235.01万
BKNG 清仓-$1,039.11万
INTU 减仓-$1,031.86万
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 |
|---|---|---|---|---|---|---|---|---|
| CLIP | GLOBAL X FDS | $3.62亿 | 13.32% | 3,610,000 | 2,388,386 | 195.5% | $2.40亿 | 加仓 |
| QYLD | GLOBAL X FDS | $3.09亿 | 11.37% | 16,778,083 | 1,002,912 | 6.4% | $1,848.37万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.30亿 | 4.77% | 647,715 | 95,683 | 17.3% | $1,914.52万 | 加仓 |
| KLAC | KLA CORP | $1.11亿 | 4.06% | 366,248 | 62,158 | 20.4% | $1,875.37万 | 加仓 |
| AVGO | BROADCOM INC | $1.04亿 | 3.83% | 275,968 | 14,791 | 5.7% | $558.73万 | 加仓 |
| AAPL | APPLE INC | $9,765.29万 | 3.59% | 337,479 | 12,502 | 3.8% | $361.76万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,725.76万 | 3.21% | 233,922 | 58,390 | 33.3% | $2,178.06万 | 加仓 |
| META | META PLATFORMS INC | $8,252.31万 | 3.04% | 146,502 | 28,414 | 24.1% | $1,600.53万 | 加仓 |
| GOOGL | ALPHABET INC | $6,773.09万 | 2.49% | 189,526 | -1,251 | -0.7% | -$44.71万 | 减仓 |
| TSLA | TESLA INC | $6,741.71万 | 2.48% | 160,288 | 24,344 | 17.9% | $1,023.91万 | 加仓 |
| AMZN | AMAZON COM INC | $6,332.00万 | 2.33% | 265,671 | 6,205 | 2.4% | $147.89万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $6,258.33万 | 2.30% | 54,218 | -26,146 | -32.5% | -$3,018.01万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $6,186.85万 | 2.28% | 181,422 | 145,022 | 398.4% | $4,945.54万 | 加仓 |
| PFFD | GLOBAL X FDS | $6,136.95万 | 2.26% | 3,283,546 | -134,535 | -3.9% | -$251.45万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $5,064.28万 | 1.86% | 116,869 | -11,139 | -8.7% | -$482.69万 | 减仓 |
| XYLD | GLOBAL X FDS | $4,843.16万 | 1.78% | 1,187,341 | 15,476 | 1.3% | $63.13万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4,389.64万 | 1.61% | 376,244 | 33,736 | 9.8% | $393.60万 | 加仓 |
| SHLD | GLOBAL X FDS | $4,114.38万 | 1.51% | 689,061 | -91,656 | -11.7% | -$547.28万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,890.82万 | 1.43% | 66,978 | -41,363 | -38.2% | -$2,402.82万 | 减仓 |
| AMAT | APPLIED MATLS INC | $3,513.35万 | 1.29% | 48,594 | -30,913 | -38.9% | -$2,235.01万 | 减仓 |
| GOOG | ALPHABET INC | $3,094.43万 | 1.14% | 87,579 | -25,261 | -22.4% | -$892.55万 | 减仓 |
| V | VISA INC | $3,077.96万 | 1.13% | 89,713 | 10,427 | 13.2% | $357.74万 | 加仓 |
| INTC | INTEL CORP | $3,020.55万 | 1.11% | 216,325 | 131,788 | 155.9% | $1,840.16万 | 加仓 |
| PDD | PDD HOLDINGS INC | $3,008.80万 | 1.11% | 394,441 | 136,546 | 52.9% | $1,041.57万 | 加仓 |
| ABBV | ABBVIE INC | $3,003.07万 | 1.10% | 119,340 | 13,419 | 12.7% | $337.68万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,807.70万 | 1.03% | 54,667 | 6,339 | 13.1% | $325.57万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,683.11万 | 0.99% | 67,469 | 8,256 | 13.9% | $328.32万 | 加仓 |
| MELI | MERCADOLIBRE INC | $2,265.51万 | 0.83% | 13,347 | 4,631 | 53.1% | $786.06万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,133.30万 | 0.78% | 83,998 | 3,833 | 4.8% | $97.35万 | 加仓 |
| AIQ | GLOBAL X FDS | $1,840.51万 | 0.68% | 280,523 | 83,741 | 42.6% | $549.42万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,729.72万 | 0.64% | 95,612 | -3,123 | -3.2% | -$56.50万 | 减仓 |
| ASML | ASML HLDG NV | $1,600.70万 | 0.59% | 8,046 | 3,357 | 71.6% | $667.85万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,591.54万 | 0.59% | 53,427 | 6,455 | 13.7% | $192.29万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1,580.92万 | 0.58% | 44,587 | 36,755 | 469.3% | $1,303.22万 | 加仓 |
| QCOM | QUALCOMM INC | $1,579.77万 | 0.58% | 85,490 | -38,430 | -31.0% | -$710.15万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,527.79万 | 0.56% | 38,467 | 14,874 | 63.0% | $590.75万 | 加仓 |
| DIV | GLOBAL X FDS | $1,497.03万 | 0.55% | 785,840 | 42,573 | 5.7% | $81.10万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,488.97万 | 0.55% | 31,178 | 14,124 | 82.8% | $674.52万 | 加仓 |
| CSCO | CISCO SYS INC | $1,385.73万 | 0.51% | 117,975 | -3,642 | -3.0% | -$42.78万 | 减仓 |
| NFLX | NETFLIX INC. | $1,343.66万 | 0.49% | 188,188 | 39,488 | 26.6% | $281.94万 | 加仓 |
| URA | GLOBAL X FDS | $1,211.18万 | 0.45% | 277,158 | -4,681 | -1.7% | -$20.46万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,075.76万 | 0.40% | 36,091 | -2,733 | -7.0% | -$81.46万 | 减仓 |
| MO | ALTRIA GROUP INC | $993.10万 | 0.37% | 138,027 | 18,820 | 15.8% | $135.41万 | 加仓 |
| AMGN | AMGEN INC | $980.80万 | 0.36% | 27,085 | 5,371 | 24.7% | $194.49万 | 加仓 |
| MRK | MERCK & CO INC | $946.79万 | 0.35% | 73,680 | 2,758 | 3.9% | $35.44万 | 加仓 |
| TER | TERADYNE INC | $928.59万 | 0.34% | 19,192 | 6,682 | 53.4% | $323.30万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $867.15万 | 0.32% | 6,273 | 2,123 | 51.2% | $293.48万 | 加仓 |
| ALAB | ASTERA LABS INC | $862.14万 | 0.32% | 17,849 | 8,302 | 87.0% | $401.00万 | 加仓 |
| COHR | COHERENT CORP | $808.74万 | 0.30% | 20,502 | 9,893 | 93.3% | $390.25万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $769.88万 | 0.28% | 60,937 | 9,933 | 19.5% | $125.49万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $757.68万 | 0.28% | 22,400 | -704 | -3.0% | -$23.81万 | 减仓 |
| MCD | MCDONALDS CORP | $749.27万 | 0.28% | 27,719 | -927 | -3.2% | -$25.06万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $743.66万 | 0.27% | 26,462 | 12,109 | 84.4% | $340.30万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $737.32万 | 0.27% | 36,752 | -1,055 | -2.8% | -$21.17万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $663.63万 | 0.24% | 29,633 | 3,176 | 12.0% | $71.13万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $662.31万 | 0.24% | 38,987 | -151 | -0.4% | -$2.57万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $650.58万 | 0.24% | 71,336 | 25,161 | 54.5% | $229.47万 | 加仓 |
| FTNT | FORTINET INC | $583.17万 | 0.21% | 37,962 | 1,299 | 3.5% | $19.96万 | 加仓 |
| SPGI | S&P GLOBAL INC | $578.15万 | 0.21% | 14,196 | -2,193 | -13.4% | -$89.31万 | 减仓 |
| ADBE | ADOBE INC | $540.27万 | 0.20% | 26,352 | 2,641 | 11.1% | $54.15万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $522.36万 | 0.19% | 19,208 | 9,505 | 98.0% | $258.49万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $519.37万 | 0.19% | 90,137 | 10,565 | 13.3% | $60.88万 | 加仓 |
| NOW | SERVICENOW INC | $489.05万 | 0.18% | 49,260 | 5,408 | 12.3% | $53.69万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $471.20万 | 0.17% | 57,178 | 25,999 | 83.4% | $214.26万 | 加仓 |
| CME | CME GROUP INC | $443.82万 | 0.16% | 20,098 | 382 | 1.9% | $8.44万 | 加仓 |
| MCK | MCKESSON CORP | $429.79万 | 0.16% | 5,688 | 46 | 0.8% | $3.48万 | 加仓 |
| LOW | LOWES COS INC | $408.70万 | 0.15% | 18,536 | 16,367 | 754.6% | $360.88万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $392.60万 | 0.14% | 42,823 | 3,973 | 10.2% | $36.42万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $391.17万 | 0.14% | 41,376 | 18,821 | 83.4% | $177.93万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $385.68万 | 0.14% | 10,276 | 96 | 0.9% | $3.60万 | 加仓 |
| CRM | SALESFORCE INC | $383.39万 | 0.14% | 24,473 | 3,884 | 18.9% | $60.85万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $370.91万 | 0.14% | 40,277 | -3,590 | -8.2% | -$33.06万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $358.71万 | 0.13% | 10,855 | 10,855 | — | $358.71万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $356.48万 | 0.13% | 20,864 | 20,864 | — | $356.48万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $356.25万 | 0.13% | 9,613 | 2,693 | 38.9% | $99.80万 | 加仓 |
| MSCI | MSCI INC | $343.25万 | 0.13% | 6,129 | 64 | 1.1% | $3.58万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $325.10万 | 0.12% | 13,685 | 260 | 1.9% | $6.18万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $314.51万 | 0.12% | 25,547 | -2,391 | -8.6% | -$29.44万 | 减仓 |
| INTU | INTUIT | $302.84万 | 0.11% | 11,603 | -39,535 | -77.3% | -$1,031.86万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $302.20万 | 0.11% | 7,945 | 3,738 | 88.9% | $142.18万 | 加仓 |
| MCO | MOODYS CORP | $301.78万 | 0.11% | 6,663 | -20 | -0.3% | -$9,058 | 减仓 |
| ENTG | ENTEGRIS INC | $287.07万 | 0.11% | 15,961 | 7,354 | 85.4% | $132.27万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $284.77万 | 0.10% | 4,567 | 200 | 4.6% | $12.47万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $282.72万 | 0.10% | 10,453 | -123 | -1.2% | -$3.33万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $257.24万 | 0.09% | 5,878 | 398 | 7.3% | $17.42万 | 加仓 |
| CTAS | CINTAS CORP | $243.37万 | 0.09% | 14,309 | 726 | 5.3% | $12.35万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $240.33万 | 0.09% | 19,313 | 2,487 | 14.8% | $30.95万 | 加仓 |
| LLY | ELI LILLY & CO | $236.77万 | 0.09% | 1,974 | -335 | -14.5% | -$40.18万 | 减仓 |
| SNPS | SYNOPSYS INC | $236.73万 | 0.09% | 5,307 | -20 | -0.4% | -$8,921 | 减仓 |
| PAYX | PAYCHEX INC | $224.71万 | 0.08% | 22,853 | 2,773 | 13.8% | $27.27万 | 加仓 |
| FAST | FASTENAL CO | $218.33万 | 0.08% | 45,457 | -2,278 | -4.8% | -$10.94万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $214.87万 | 0.08% | 22,354 | -1,679 | -7.0% | -$16.14万 | 减仓 |
| AZO | AUTOZONE INC | $213.49万 | 0.08% | 668 | -35 | -5.0% | -$11.19万 | 减仓 |
| YUM | YUM BRANDS INC | $210.36万 | 0.08% | 13,159 | -994 | -7.0% | -$15.89万 | 减仓 |
| COPX | GLOBAL X FDS | $209.34万 | 0.08% | 27,197 | 27,197 | — | $209.34万 | 新建仓 |
| ORCL | ORACLE CORP | $201.76万 | 0.07% | 13,767 | 6,869 | 99.6% | $100.67万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $197.86万 | 0.07% | 26,017 | -1,653 | -6.0% | -$12.57万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $195.68万 | 0.07% | 4,712 | 180 | 4.0% | $7.48万 | 加仓 |
| IDXX | IDEXX LABS INC | $195.57万 | 0.07% | 3,715 | 42 | 1.1% | $2.21万 | 加仓 |
| FIX | COMFORT SYS USA INC | $190.07万 | 0.07% | 959 | 959 | — | $190.07万 | 新建仓 |