Meiji Yasuda America Inc 13F 持仓 · 2026年Q2
Meiji Yasuda America 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 57 只证券，申报市值合计 5.98 亿美元。前几大持仓：NVDA（8.94%）、AAPL（6.62%）、GOOG（6.56%）。本季前 25 大持仓中：增持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $53.4M | 8.94% | 266,970 | 增持 |
| 2 | AAPL | APPLE INC | $39.5M | 6.62% | 136,631 | 增持 |
| 3 | GOOG | ALPHABET INC | $39.2M | 6.56% | 110,964 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $32.8M | 5.48% | 87,835 | 增持 |
| 5 | MU | MICRON TECHNOLOGY INC | $28.9M | 4.84% | 25,038 | 增持 |
| 6 | AMZN | AMAZON COM INC | $26.4M | 4.41% | 110,623 | 增持 |
| 7 | AVGO | BROADCOM INC | $23.7M | 3.97% | 62,793 | 增持 |
| 8 | LLY | ELI LILLY & CO | $18.3M | 3.06% | 15,267 | 增持 |
| 9 | JPM | JPMORGAN CHASE & CO | $17.3M | 2.90% | 52,968 | 增持 |
| 10 | META | META PLATFORMS INC | $15.0M | 2.52% | 26,695 | 增持 |
| 11 | PANW | PALO ALTO NETWORKS INC | $14.9M | 2.50% | 43,795 | 增持 |
| 12 | GE | GE AEROSPACE | $14.5M | 2.43% | 38,887 | 增持 |
| 13 | CAT | CATERPILLAR INC | $14.2M | 2.38% | 13,351 | 增持 |
| 14 | GS | GOLDMAN SACHS GROUP INC | $12.7M | 2.13% | 12,564 | 增持 |
| 15 | AMD | ADVANCED MICRO DEVICES INC | $12.1M | 2.03% | 20,868 | 增持 |
| 16 | COP | CONOCOPHILLIPS | $11.4M | 1.91% | 109,832 | 增持 |
| 17 | AMAT | APPLIED MATLS INC | $10.2M | 1.71% | 14,124 | 增持 |
| 18 | V | VISA INC | $10.2M | 1.71% | 29,797 | 增持 |
| 19 | AXP | AMERICAN EXPRESS CO | $9.7M | 1.62% | 28,592 | 增持 |
| 20 | PM | PHILIP MORRIS INTL INC | $9.0M | 1.51% | 49,789 | 增持 |
| 21 | WELL | WELLTOWER INC | $8.8M | 1.47% | 38,649 | 增持 |
| 22 | KO | COCA COLA CO | $8.3M | 1.39% | 102,292 | 增持 |
| 23 | RCL | ROYAL CARIBBEAN GROUP | $8.3M | 1.38% | 26,035 | 增持 |
| 24 | WMT | WALMART INC | $8.3M | 1.38% | 73,010 | 增持 |
| 25 | CTVA | CORTEVA INC | $6.8M | 1.13% | 80,076 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR