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Meiji Yasuda Asset Management Co Ltd. · 13F 持仓分析
期权收益计算器 机构排行

Meiji Yasuda Asset Management Co Ltd.

No.1634 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$22.22亿
环比变动 Q1 2026
+$2.19亿+10.9%
持仓股票数
596
新买入
64
加仓
205
减仓
230
清仓
16
持股不变
97
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
3.98%4.27%$8,848.6万44.2万股$8,563.2万49.1万股-4.9万股-9.93%减仓
苹果AAPL
3.41%3.52%$7,577.1万26.2万股$7,043.9万27.8万股-1.6万股-5.65%减仓
谷歌AGOOGL
2.89%2.61%$6,422.2万18.0万股$5,237.2万18.2万股-2,419股-1.33%减仓
微软MSFT
2.56%2.83%$5,677.5万15.2万股$5,667.5万15.3万股-901股-0.59%减仓
亚马逊AMZN
1.99%1.93%$4,423.9万18.6万股$3,859.2万18.5万股+314股+0.17%加仓
博通AVGO
1.58%1.53%$3,506.1万9.3万股$3,059.6万9.9万股-6,038股-6.11%减仓
威瑞森VZ
1.17%1.42%$2,595.8万61.3万股$2,847.1万56.7万股+4.6万股+8.10%加仓
强生JNJ
1.13%1.23%$2,521.7万9.9万股$2,454.8万10.0万股-1,133股-1.13%减仓
美光科技MU
1.11%0.28%$2,462.0万2.1万股$555.7万1.6万股+4,879股+29.66%加仓
Meta平台META
1.11%1.25%$2,457.5万4.4万股$2,506.5万4.4万股-182股-0.42%减仓
摩根大通JPM
1.09%1.11%$2,431.6万7.4万股$2,230.3万7.6万股-1,532股-2.02%减仓
埃克森美孚XOM
1.08%1.47%$2,407.4万17.6万股$2,943.3万17.3万股+2,597股+1.50%加仓
艾伯维ABBV
1.07%1.43%$2,387.2万9.5万股$2,868.2万13.2万股-3.7万股-28.06%减仓
宝洁PG
1.05%1.05%$2,323.0万15.8万股$2,107.5万14.6万股+1.3万股+8.57%加仓
可口可乐KO
0.99%1.03%$2,208.4万27.2万股$2,066.7万27.2万股-16股-0.01%减仓
VisaV
0.99%0.96%$2,200.0万6.4万股$1,926.2万6.4万股+391股+0.61%加仓
特斯拉TSLA
0.91%0.87%$2,012.1万4.8万股$1,736.2万4.7万股+1,134股+2.43%加仓
N新纪元能源NEE
0.88%0.89%$1,946.5万22.2万股$1,777.0万19.1万股+3.0万股+15.92%加仓
RROBERT HALFRHI
0.87%0.88%$1,934.9万63.0万股$1,766.4万69.5万股-6.5万股-9.38%减仓
爱迪生国际EIX
0.86%0.87%$1,913.7万25.7万股$1,746.8万23.9万股+1.8万股+7.69%加仓
礼来LLY
0.8%0.7%$1,787.2万1.5万股$1,401.9万1.5万股-342股-2.24%减仓
REALTY INCOME COMO
0.77%0.85%$1,720.3万27.8万股$1,710.5万28.0万股-1,944股-0.70%减仓
德州仪器TXN
0.73%0.58%$1,611.1万5.4万股$1,155.3万6.0万股-5,457股-9.17%减仓
沃尔玛WMT
0.71%1.01%$1,583.6万14.0万股$2,032.6万16.4万股-2.4万股-14.51%减仓
BBEST BUYBBY
0.7%0.66%$1,562.0万20.6万股$1,327.9万20.7万股-995股-0.48%减仓
AAMCORAMCR
0.7%0.71%$1,555.5万35.9万股$1,429.7万36.0万股-841股-0.23%减仓
富兰克林资源BEN
0.7%0.61%$1,546.4万46.5万股$1,225.5万51.9万股-5.4万股-10.41%减仓
家得宝HD
0.69%0.73%$1,543.4万4.4万股$1,458.2万4.4万股-577股-1.30%减仓
思科CSCO
0.68%0.38%$1,506.7万12.8万股$761.8万9.8万股+3.0万股+30.65%加仓
TARGET COMTGT
0.64%0.69%$1,420.6万10.9万股$1,384.8万11.4万股-5,493股-4.81%减仓
金佰利KMB
0.64%0.61%$1,416.4万12.9万股$1,217.8万12.6万股+2,800股+2.22%加仓
百事可乐PEP
0.64%0.9%$1,414.3万10.4万股$1,798.8万11.6万股-1.1万股-9.83%减仓
联合健康UNH
0.62%0.39%$1,384.8万3.3万股$786.2万2.9万股+4,262股+14.67%加仓
固安捷GWW
0.61%0.42%$1,358.2万9,984股$849.5万7,788股+2,196股+28.20%加仓
AAlphabet Inc Class CGOOG
0.61%0.55%$1,356.7万3.8万股$1,093.8万3.8万股+269股+0.71%加仓
SONOCO PRODSSON
0.6%0.65%$1,340.5万23.8万股$1,309.5万24.2万股-4,212股-1.74%减仓
康明斯CMI
0.6%0.63%$1,323.1万1.9万股$1,268.5万2.4万股-5,026股-21.32%减仓
HORMEL FOODSHRL
0.59%0.55%$1,312.4万52.9万股$1,106.8万48.9万股+4.0万股+8.22%加仓
FEDERAL RLTY INVT TR NEWFRT
0.57%0.55%$1,267.5万10.3万股$1,106.3万10.4万股-1,478股-1.42%减仓
PRICE T ROWE COMTROW
0.56%0.52%$1,235.6万10.9万股$1,042.0万11.6万股-6,917股-5.98%减仓
斯味可SJM
0.55%0.5%$1,224.7万10.9万股$1,010.4万10.5万股+4,088股+3.90%加仓
美敦力MDT
0.54%0.55%$1,204.6万15.4万股$1,111.1万12.8万股+2.6万股+20.08%加仓
TJXTJX
0.53%0.61%$1,182.7万7.8万股$1,229.3万7.7万股+1,095股+1.42%加仓
EVERSOURCE ENERGYES
0.52%0.52%$1,160.4万16.1万股$1,040.2万15.0万股+1.0万股+6.94%加仓
史丹利百得SWK
0.52%0.45%$1,152.1万12.2万股$907.8万12.8万股-5,342股-4.18%减仓
CLOROX DELCLX
0.5%0.56%$1,107.9万11.6万股$1,122.7万10.8万股+7,743股+7.15%加仓
ARCHER DANIELS MIDLAND COMADM
0.49%0.49%$1,096.0万14.3万股$975.9万13.4万股+9,197股+6.85%加仓
爱迪生联合电气ED
0.49%0.52%$1,086.7万9.8万股$1,040.8万9.2万股+6,268股+6.82%加仓
C花旗集团C
0.49%0.45%$1,082.0万7.7万股$909.6万8.0万股-2,896股-3.61%减仓
PHILIP MORRIS INTLPM
0.48%0.38%$1,072.0万5.9万股$760.6万4.6万股+1.3万股+28.81%加仓

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