SUMITOMO LIFE INSURANCE CO
CIK 937760 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $6.1B
- 持仓
- 291
- 截至
- 2026年6月30日
按 13F 价值排名第 695（共 9443） · 前 7.4%
投资组合价值同比（季度）：+43.8% 13F不披露现金
- 前十大持仓权重
- 72.34%
- 前二十五大持仓权重
- 84.83%
- 持仓高于 1%
- 16
- 有效持仓数量
- 6.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 2.76% 估计买入 $1633489215 · 卖出 $143292828
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 84.6% 仍持有
- 新仓位
- 18
- 增加
- 50
- 减少
- 214
- 已结清
- 9
本页内容
行业细分
Technology
8.4%
Industrials
3.0%
Communication Services
2.4%
Retail
2.1%
Healthcare
2.0%
Financial Services
1.8%
Financials
1.1%
Utilities
0.5%
Materials
0.5%
Consumer Discretionary
0.4%
Energy
0.4%
Consumer products
0.3%
Consumer Staples
0.3%
Telecommunication
0.2%
Communications
0.2%
Real Estate
0.2%
Packaging
0.0%
Logistics & Transportation
0.0%
其他/未映射
76.2%
完整投资组合 291 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHD | $1888962607 | 30.88% | 59569934 | $494556607 | 上涨 ×2 | ||
| IVV | $1385446500 | 22.65% | 1850000 | $713293410 | 上涨 ×3 | ||
| RDIV | $255200000 | 4.17% | 4400000 | 上涨 ×1 | |||
| TIP | $212227667 | 3.47% | 1939392 | $45202773 | 上涨 ×1 | ||
| PBP | $142438000 | 2.33% | 6220000 | $5660200 | |||
| IVVW | $135138000 | 2.21% | 3030000 | $2848200 | |||
| NVDA NVIDIA Corporation - Common Stock | $124605247 | 2.04% | 622746 | $13911649 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $101555232 | 1.66% | 350965 | $11644795 | 下跌 ×1 | ||
| VWO | $92792045 | 1.52% | 1554566 | $55597862 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $86976353 | 1.42% | 243379 | $12751653 | 下跌 ×1 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $85867186 | 1.40% | 890369 | $-39783820 | 下跌 ×2 | ||
| XYLD | $69750900 | 1.14% | 1710000 | $2838600 | |||
| AMZN Amazon.com, Inc. - Common Stock | $68302762 | 1.12% | 286577 | $12015920 | 上涨 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $65462772 | 1.07% | 175494 | $-363449 | 下跌 ×2 | ||
| VNQ | $64790738 | 1.06% | 671894 | $41189176 | 上涨 ×1 | ||
| BKLN | $62923623 | 1.03% | 3089034 | $24694040 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $48687064 | 0.80% | 128887 | $9172541 | 上涨 ×2 | ||
| USHY | $48126000 | 0.79% | 1300000 | $25627812 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $44965431 | 0.73% | 37489 | $9098080 | 下跌 ×1 | ||
| SCHP | $44072150 | 0.72% | 1663100 | $19194461 | 上涨 ×1 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $41251740 | 0.67% | 613500 | $11947431 | 上涨 ×1 | ||
| VOO | $33653690 | 0.55% | 49000 | $8795610 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $33441669 | 0.55% | 102165 | $2948455 | 下跌 ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $27547937 | 0.45% | 80781 | $15030953 | 上涨 ×5 | ||
| MA Mastercard Incorporated Common Stock | $25389816 | 0.42% | 49435 | $894484 | 上涨 ×4 | ||
| MU Micron Technology, Inc. - Common Stock | $25207385 | 0.41% | 21838 | $20506679 | 上涨 ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $25113158 | 0.41% | 44583 | $-1339273 | 下跌 ×3 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $25027362 | 0.41% | 24746 | $4218546 | 上涨 ×4 | ||
| USRT | $23622975 | 0.39% | 355500 | $8843232 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $22113865 | 0.36% | 62587 | $1919208 | 下跌 ×2 | ||
| WMT Walmart Inc. - Common Stock | $20340250 | 0.33% | 179589 | $-1751017 | 上涨 ×6 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $19378712 | 0.32% | 57878 | $5258780 | 上涨 ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $18671649 | 0.31% | 37242 | $1723203 | 上涨 ×6 | ||
| IFRA | $18571584 | 0.30% | 294600 | $9070664 | 上涨 ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $18174709 | 0.30% | 207072 | $178466 | 上涨 ×3 | ||
| WM Waste Management, Inc. Common Stock | $17705810 | 0.29% | 79441 | $426751 | 上涨 ×4 | ||
| GSG | $17597580 | 0.29% | 615300 | $-3246498 | 下跌 ×2 | ||
| FEZ | $16627428 | 0.27% | 242100 | $-3312668 | 下跌 ×3 | ||
| GEV GE Vernova Inc. Common Stock | $16614870 | 0.27% | 14142 | $5062038 | 上涨 ×3 | ||
| IEMG | $15988120 | 0.26% | 193000 | $3921370 | 上涨 ×1 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $15800467 | 0.26% | 60687 | $8576987 | 下跌 ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $15471107 | 0.25% | 105504 | $557388 | 上涨 ×2 | ||
| UBER Uber Technologies, Inc. Common Stock | $15270427 | 0.25% | 211619 | $-67135 | 下跌 ×1 | ||
| SYY Sysco Corporation Common Stock | $14359044 | 0.23% | 171800 | $4431406 | 上涨 ×3 | ||
| SPGI S&P Global Inc. Common Stock | $14163688 | 0.23% | 34778 | $-593483 | 上涨 ×4 | ||
| APH Amphenol Corporation Common Stock | $13934041 | 0.23% | 79027 | $8801072 | 上涨 ×1 | ||
| MELI MercadoLibre, Inc. - Common Stock | $12390947 | 0.20% | 7300 | $-230899 | |||
| CME CME Group Inc. - Class A Common Stock | $12160004 | 0.20% | 55065 | $-4202681 | 下跌 ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $12123672 | 0.20% | 30486 | $147152 | 上涨 ×2 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $11652185 | 0.19% | 31046 | $3333869 | 上涨 ×4 | ||
| VMC Vulcan Materials Company (Holding Company) Common Stock | $11431933 | 0.19% | 38751 | $805425 | 下跌 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $10923432 | 0.18% | 18804 | $7294037 | 上涨 ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $10107018 | 0.17% | 24030 | $657133 | 下跌 ×1 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $9547863 | 0.16% | 56924 | $-1229196 | 上涨 ×4 | ||
| BAC Bank of America Corporation Common Stock | $8131274 | 0.13% | 142704 | $341853 | 下跌 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $7592737 | 0.12% | 7130 | $2245281 | 下跌 ×1 | ||
| BSX Boston Scientific Corporation Common Stock | $7569426 | 0.12% | 177353 | $-1995494 | 上涨 ×4 | ||
| PAYX Paychex, Inc. - Common Stock | $7266587 | 0.12% | 73900 | $2061807 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $6891613 | 0.11% | 58672 | $3203838 | 上涨 ×4 | ||
| JNJ Johnson & Johnson Common Stock | $6427981 | 0.11% | 25310 | $-121055 | 下跌 ×1 | ||
| KLAC KLA Corporation - Common Stock | $6271646 | 0.10% | 20787 | $2702524 | 上涨 ×3 | ||
| V Visa Inc. | $6203067 | 0.10% | 18080 | $422425 | 下跌 ×1 | ||
| COHR Coherent Corp. Common Stock | $6158466 | 0.10% | 15612 | 上涨 ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $6106458 | 0.10% | 8446 | $3040602 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $5919429 | 0.10% | 43296 | $-1849811 | 下跌 ×1 | ||
| INTC Intel Corporation - Common Stock | $5835975 | 0.10% | 41796 | $4509913 | 上涨 ×3 | ||
| MDB MongoDB, Inc. - Class A Common Stock | $5676710 | 0.09% | 16900 | $2494700 | 上涨 ×1 | ||
| BRKB | $5428731 | 0.09% | 10849 | $-71047 | 下跌 ×1 | ||
| GE GE Aerospace Common Stock | $5325279 | 0.09% | 14249 | $1044892 | 下跌 ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $5180957 | 0.08% | 6789 | $2124047 | 下跌 ×2 | ||
| WDC Western Digital Corporation - Common Stock | $4984571 | 0.08% | 7804 | $2275884 | 下跌 ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $4965095 | 0.08% | 11458 | $2373827 | 下跌 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $4942461 | 0.08% | 19641 | $219883 | 下跌 ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $4611136 | 0.08% | 6404 | $-359142 | 下跌 ×2 | ||
| PM Philip Morris International Inc Common Stock | $4396294 | 0.07% | 24301 | $-213385 | 下跌 ×2 | ||
| SNDK Sandisk Corporation - Common Stock | $4320087 | 0.07% | 1900 | ||||
| AXP American Express Company Common Stock | $4314717 | 0.07% | 12756 | $-145351 | 下跌 ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $4238616 | 0.07% | 9947 | $116112 | 下跌 ×2 | ||
| NEM Newmont Corporation | $4175235 | 0.07% | 44712 | $1033536 | 下跌 ×1 | ||
| MS Morgan Stanley Common Stock | $4120596 | 0.07% | 19712 | $688982 | 下跌 ×1 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $4116949 | 0.07% | 55380 | $-1009383 | 下跌 ×2 | ||
| FIX Comfort Systems USA, Inc. Common Stock | $4082817 | 0.07% | 2060 | $562256 | 下跌 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $4054327 | 0.07% | 4334 | $-513308 | 下跌 ×1 | ||
| TT Trane Technologies plc | $3884584 | 0.06% | 7909 | $-286567 | 下跌 ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $3789555 | 0.06% | 3927 | $2009398 | 下跌 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $3643253 | 0.06% | 44829 | $888798 | 上涨 ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $3605800 | 0.06% | 10224 | $48526 | 下跌 ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $3594591 | 0.06% | 3675 | $-574542 | 下跌 ×2 | ||
| GLW Corning Incorporated Common Stock | $3526211 | 0.06% | 13805 | $2451776 | 上涨 ×1 | ||
| C Citigroup, Inc. Common Stock | $3521534 | 0.06% | 25161 | $503013 | 下跌 ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $3486957 | 0.06% | 20526 | $-454035 | 下跌 ×2 | ||
| TD Toronto Dominion Bank (The) Common Stock | $3456748 | 0.06% | 28467 | $646811 | 下跌 ×1 | ||
| APP Applovin Corporation - Class A Common Stock | $3412368 | 0.06% | 6623 | $341002 | 下跌 ×1 | ||
| HWM Howmet Aerospace Inc. Common Stock | $3282512 | 0.05% | 12209 | $-134518 | 下跌 ×2 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $3257555 | 0.05% | 6558 | $-205363 | 下跌 ×2 | ||
| WELL Welltower Inc. Common Stock | $3255658 | 0.05% | 14344 | $255804 | 下跌 ×1 | ||
| ECL Ecolab Inc. Common Stock | $3243856 | 0.05% | 11643 | $-371622 | 下跌 ×2 | ||
| CVX Chevron Corporation Common Stock | $3243757 | 0.05% | 19569 | $-1039280 | 下跌 ×1 | ||
| KEYS Keysight Technologies Inc. Common Stock | $3219594 | 0.05% | 9197 | $472699 | 下跌 ×1 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $3160422 | 0.05% | 36310 | $-232113 | 下跌 ×2 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| IVV | $1385446500 | 22.65% | 上涨 ×3 |
| AMZN | $68302762 | 1.12% | 上涨 ×6 |
| PANW | $27547937 | 0.45% | 上涨 ×5 |
| MA | $25389816 | 0.42% | 上涨 ×4 |
| MU | $25207385 | 0.41% | 上涨 ×3 |
| GS | $25027362 | 0.41% | 上涨 ×4 |
| WMT | $20340250 | 0.33% | 上涨 ×6 |
| TMO | $18671649 | 0.31% | 上涨 ×6 |
| NEE | $18174709 | 0.30% | 上涨 ×3 |
| WM | $17705810 | 0.29% | 上涨 ×4 |
| GEV | $16614870 | 0.27% | 上涨 ×3 |
| SYY | $14359044 | 0.23% | 上涨 ×3 |
| SPGI | $14163688 | 0.23% | 上涨 ×4 |
| CDNS | $11652185 | 0.19% | 上涨 ×4 |
| AMD | $10923432 | 0.18% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| RDIV | $255200000 | 4400000 | 4.17% |
| COHR | $6158466 | 15612 | 0.10% |
| SNDK | $4320087 | 1900 | 0.07% |
| BEP | $1654713 | 47700 | 0.03% |
| MRVL | $1368805 | 4595 | 0.02% |
| DCI | $1155789 | 12875 | 0.02% |
| PLD | $1134290 | 8373 | 0.02% |
| FTAI | $1004478 | 3713 | 0.02% |
| BAM | $938307 | 20921 | 0.02% |
| BE | $671086 | 2217 | 0.01% |
| NDSN | $641695 | 2127 | 0.01% |
| CIEN | $623502 | 1271 | 0.01% |
| LITE | $544868 | 635 | 0.01% |
| RKLB | $521871 | 5134 | 0.01% |
| MPWR | $518385 | 375 | 0.01% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| IVV | 增持 | +821K | +$713.3M |
| SCHD | 增持 | +14.1M | +$494.6M |
| VWO | 增持 | +866K | +$55.6M |
| TIP | 增持 | +426K | +$45.2M |
| VNQ | 增持 | +406K | +$41.2M |
| EMB | 削减 | -447K | -$39.8M |
| USHY | 增持 | +689K | +$25.6M |
| BKLN | 增持 | +1.2M | +$24.7M |
| SCHP | 增持 | +728K | +$19.2M |
| PANW | 增持 | +3K | +$15.0M |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| VYM | 2025年6月30日 | 5773322 | $744527605 | 不再跟踪 |
| SPYM | 2025年3月31日 | 9052600 | $624086244 | 不再跟踪 |
| SCHD | 2025年6月30日 | 18570000 | $519217200 | 不再跟踪 |
| IVV | 2025年3月31日 | 555000 | $326717400 | 不再跟踪 |
| TIP | 2025年12月31日 | 1471634 | $163675133 | 不再跟踪 |
| VWO | 2025年3月31日 | 2423347 | $106724202 | 不再跟踪 |
| EMB | 2025年6月30日 | 1143647 | $103602982 | |
| GSG | 2025年6月30日 | 2208431 | $50285974 | 不再跟踪 |
| VNQ | 2025年3月31日 | 524956 | $46763080 | 不再跟踪 |
| ZTS | 2026年6月30日 | 64900 | $7671829 | 6.6% |
| BX | 2025年9月30日 | 39300 | $5878494 | -16.1% |
| AFRM | 2026年6月30日 | 71600 | $3280712 | -7.6% |
| BAH | 2025年6月30日 | 21978 | $2298459 | -26.3% |
| ACGL | 2025年6月30日 | 20954 | $2015356 | 9.5% |
| ADP | 2026年3月31日 | 7512 | $1932312 | 37.3% |
| FISV | 2025年12月31日 | 13638 | $1758347 | -23.3% |
| IQV | 2025年6月30日 | 9872 | $1740434 | 62.5% |
| DFS | 2025年6月30日 | 8144 | $1390181 | 不再跟踪 |
| BR | 2026年3月31日 | 5421 | $1209805 | 10.3% |
| ANSS | 2025年9月30日 | 3405 | $1195904 | 不再跟踪 |
| IR | 2026年6月30日 | 14330 | $1148120 | -1.6% |
| LULU | 2025年6月30日 | 3843 | $1087800 | -50.4% |
| CSGP | 2026年3月31日 | 14090 | $947412 | -20.6% |
| CHTR | 2025年9月30日 | 2223 | $908785 | -46.5% |
| EA | 2025年3月31日 | 6163 | $901647 | 不再跟踪 |
| TTEK | 2025年6月30日 | 29059 | $849976 | 2.1% |
| WSC | 2025年6月30日 | 29688 | $825326 | -19.1% |
| ITW | 2026年6月30日 | 3115 | $810803 | 4.5% |
| CSL | 2025年12月31日 | 2376 | $781609 | 12.8% |
| GXO | 2025年6月30日 | 17888 | $699063 | -5.8% |
| ELV | 2026年3月31日 | 1989 | $697244 | 36.6% |
| ENTG | 2025年6月30日 | 7385 | $646040 | 79.6% |
| POOL | 2026年3月31日 | 2773 | $634324 | -5.5% |
| FTV | 2025年6月30日 | 8398 | $614566 | 15.0% |
| WY | 2025年6月30日 | 20810 | $609317 | -3.9% |
| TREX | 2025年9月30日 | 10807 | $587685 | -8.5% |
| YETI | 2025年6月30日 | 17627 | $583454 | 39.4% |
| GIS | 2025年9月30日 | 11249 | $582811 | -22.0% |
| IT | 2025年9月30日 | 1354 | $547314 | -26.6% |
| OMC | 2025年9月30日 | 7223 | $519623 | 5.9% |
| UPS | 2025年9月30日 | 5003 | $505003 | 23.7% |
| WDAY | 2025年12月31日 | 2012 | $484349 | -9.0% |
| PYPL | 2026年3月31日 | 7448 | $434814 | 37.6% |
| SWK | 2025年6月30日 | 5473 | $420764 | 47.0% |
| ADBE | 2026年3月31日 | 1149 | $402139 | 12.3% |
| DAR | 2025年6月30日 | 11757 | $367289 | 79.3% |
| BDX | 2026年6月30日 | 2334 | $366975 | 24.8% |
| AVY | 2026年6月30日 | 2067 | $356930 | 12.5% |
| APTV | 2025年3月31日 | 5320 | $321754 | -19.7% |
| TDG | 2026年6月30日 | 277 | $321032 | -10.2% |
| ARE | 2025年9月30日 | 3773 | $274033 | -37.2% |
| RYAN | 2026年3月31日 | 5059 | $261196 | 26.6% |
| LUV | 2025年9月30日 | 6967 | $226009 | 26.5% |
| DD | 2026年6月30日 | 4858 | $222496 | 3.3% |
| DOC | 2025年9月30日 | 12491 | $218717 | 10.6% |
| IP | 2026年3月31日 | 4955 | $195177 | 14.5% |
| DOW | 2025年12月31日 | 7478 | $171471 | 40.5% |
| DUOL | 2026年3月31日 | 783 | $137417 | 47.1% |
| VEEV | 2026年3月31日 | 558 | $124562 | 41.0% |
| WAT | 2026年6月30日 | 315 | $93807 | 6.1% |
| SNDK | 2025年6月30日 | 1614 | $76843 | 3439.1% |