13F 机构持仓

Mirae Asset Global Investments Co., Ltd.

SEOUL M5 · SEC CIK 0001569395

2026Q22026Q1 更早 9 个季度 🔒
$676.65亿2026Q2 申报市值
1,670持仓数
49.8%前十大占比 · 第一大 22.5%
123 / 102新建仓 / 清仓
申报市值走势$676.65亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

TLT 看涨期权 22.5%
SPCX 6.6%
NVDA 4.8%
AAPL 3.4%
GOOGL 2.3%
MU 2.3%
MSFT 2.3%
AMZN 2.0%
AVGO 2.0%
AMD 1.7%

2026Q2 买入最多 按季末市值估算

SPCX 新建仓+$44.52亿
GOOG 加仓+$7.06亿
TSM 加仓+$4.60亿
ASML 加仓+$3.41亿
AMD 加仓+$2.90亿

2026Q2 卖出最多 按季末市值估算

GOOGL 减仓-$6.36亿
SPY 减仓-$5,253.38万
IVV 减仓-$5,156.78万
XAR 清仓-$4,787.17万
HON 减仓-$3,930.00万

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
IGF ISHARES TR $210.63万0.00%31,626 -2,300-6.8% -$15.32万 减仓
SCCO SOUTHERN COPPER CORP $212.86万0.00%12,215 -6,513-34.8% -$113.50万 减仓
FTAI FTAI AVIATION LTD $213.26万0.00%7,883 6,642535.2% $179.69万 加仓
LSCC LATTICE SEMICONDUCTOR CORP $214.59万0.00%14,029 -469-3.2% -$7.17万 减仓
PSLV SPROTT ASSET MANAGEMENT LP $215.31万0.00%114,100 114,100— $215.31万 新建仓
BPOP POPULAR INC $218.38万0.00%13,301 5,51670.9% $90.56万 加仓
FN FABRINET $218.93万0.00%3,895 -3,440-46.9% -$193.36万 减仓
NCLH NORWEGIAN CRUISE LINE HLDGS $220.44万0.00%104,426 12,92714.1% $27.29万 加仓
BLDR BUILDERS FIRSTSOURCE INC $221.43万0.00%24,746 1,9108.4% $17.09万 加仓
UTHR UNITED THERAPEUTICS CORP DEL $223.18万0.00%4,119 -709-14.7% -$38.42万 减仓
DPZ DOMINOS PIZZA INC $223.60万0.00%7,553 74410.9% $22.03万 加仓
BP BP PLC $224.86万0.00%60,856 60,856— $224.86万 新建仓
JKHY HENRY JACK & ASSOC INC $225.70万0.00%16,386 -3,045-15.7% -$41.94万 减仓
BXP BXP INC $227.72万0.00%34,341 6582.0% $4.36万 加仓
OTEX OPEN TEXT CORP $231.26万0.00%104,407 104,407— $231.26万 新建仓
AES AES CORP $233.81万0.00%159,487 17,37512.2% $25.47万 加仓
TDV PROSHARES TR $233.91万0.00%22,500 -2,000-8.2% -$20.79万 减仓
— GLOBAL X FDS $235.28万0.00%61,000 -11,000-15.3% -$42.43万 减仓
XLV SELECT SECTOR SPDR TR $237.99万0.00%15,000 8,623135.2% $136.81万 加仓
DGRO ISHARES TR $238.74万0.00%31,500 2,0006.8% $15.16万 加仓
NU NU HLDGS LTD $241.14万0.00%180,492 1,5080.8% $2.01万 加仓
USMV ISHARES TR $241.15万0.00%25,000 -20,000-44.4% -$192.92万 减仓
— GLOBAL X FDS $241.96万0.00%53,800 6,90014.7% $31.03万 加仓
SDY SPDR SERIES TRUST $241.97万0.00%15,900 1,80012.8% $27.39万 加仓
— GLOBAL X FDS $242.35万0.00%48,500 -9,500-16.4% -$47.47万 减仓
BF/B BROWN FORMAN CORP $245.27万0.00%92,034 6,0797.1% $16.20万 加仓
CRL CHARLES RIV LABS INTL INC $246.63万0.00%10,875 8838.8% $20.03万 加仓
HAS HASBRO INC $247.27万0.00%29,940 3,75214.3% $30.99万 加仓
BAX BAXTER INTL INC $248.65万0.00%116,626 12,04611.5% $25.68万 加仓
OKTA OKTA INC $249.57万0.00%18,290 2,32914.6% $31.78万 加仓
TECH BIO-TECHNE CORP $251.54万0.00%35,604 3,86312.2% $27.29万 加仓
ALGN ALIGN TECHNOLOGY INC $252.35万0.00%14,962 1,63712.3% $27.61万 加仓
IDV ISHARES TR $252.72万0.00%61,000 -325,264-84.2% -$1,347.57万 减仓
XOP SPDR SERIES TRUST $253.76万0.00%16,450 -16,100-49.5% -$248.36万 减仓
SOLV SOLVENTUM CORP $254.45万0.00%32,981 2,5078.2% $19.34万 加仓
XE X-ENERGY INC $254.56万0.00%138,650 138,650— $254.56万 新建仓
IVZ INVESCO LTD $259.22万0.00%98,226 9,95711.3% $26.28万 加仓
RHI ROBERT HALF INC. $260.47万0.00%84,845 14,64620.9% $44.96万 加仓
CSGP COSTAR GROUP INC $262.28万0.00%92,612 -135,068-59.3% -$382.51万 减仓
CPT CAMDEN PPTY TR $263.34万0.00%23,001 -49-0.2% -$5,610 减仓
REMX VANECK ETF TRUST $265.50万0.00%30,000 9503.3% $8.41万 加仓
INOD INNODATA INC $267.35万0.00%35,373 -9,525-21.2% -$71.99万 减仓
BAB INVESCO EXCH TRADED FD TR II $268.78万0.00%100,140 13,20015.2% $35.43万 加仓
IJH ISHARES TR $268.99万0.00%34,884 6201.8% $4.78万 加仓
UDR UDR INC $270.15万0.00%67,674 -5,832-7.9% -$23.28万 减仓
JMBS JANUS DETROIT STR TR $270.84万0.00%60,200 1,2002.0% $5.40万 加仓
CHTR CHARTER COMMUNICATIONS INC $271.54万0.00%19,094 -41,477-68.5% -$589.84万 减仓
FIG FIGMA INC $272.77万0.00%150,784 -155,283-50.7% -$280.91万 减仓
RYAAY RYANAIR HOLDINGS PLC $273.52万0.00%42,242 13,41746.5% $86.88万 重新持有
PAG PENSKE AUTOMOTIVE GRP INC $275.31万0.00%15,385 2,47919.2% $44.36万 加仓
RVTY REVVITY INC $278.94万0.00%25,071 1,5626.6% $17.38万 加仓
TYL TYLER TECHNOLOGIES INC $280.32万0.00%9,585 8519.7% $24.89万 加仓
AZN ASTRAZENECA PLC $281.43万0.00%14,842 -4,754-24.3% -$90.15万 减仓
PATH UIPATH INC $282.07万0.00%259,498 197,269317.0% $214.43万 加仓
QLTA ISHARES TR $284.36万0.00%59,840 7,80015.0% $37.07万 加仓
FOXA FOX CORP $286.74万0.00%54,974 -65,651-54.4% -$342.44万 减仓
PNW PINNACLE WEST CAP CORP $286.82万0.00%26,806 3,22713.7% $34.53万 加仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $287.01万0.00%10,902 8768.7% $23.06万 加仓
EWC ISHARES INC $288.20万0.00%50,000 -6,800-12.0% -$39.20万 减仓
KFY KORN FERRY $288.70万0.00%43,361 6,83218.7% $45.49万 加仓
ROL ROLLINS INC $292.00万0.00%69,958 7,24411.6% $30.24万 加仓
TKO TKO GROUP HOLDINGS INC $292.77万0.00%14,543 1,0137.5% $20.39万 加仓
LDOS LEIDOS HOLDINGS INC $293.44万0.00%28,498 3,19712.6% $32.92万 加仓
MDB MONGODB INC $294.25万0.00%8,760 -13,354-60.4% -$448.56万 减仓
LULU LULULEMON ATHLETICA INC $294.79万0.00%25,818 2,90612.7% $33.18万 加仓
TRMB TRIMBLE INC $295.53万0.00%57,744 5,50710.5% $28.18万 加仓
ALLE ALLEGION PLC $296.60万0.00%21,112 2,15811.4% $30.32万 加仓
MGA MAGNA INTL INC $301.84万0.00%45,970 -16,062-25.9% -$105.46万 重新持有
AOS SMITH A O CORP $304.43万0.00%48,538 7,08017.1% $44.41万 加仓
UMC UNITED MICROELECTRONICS CORP $306.30万0.00%112,570 -56,078-33.3% -$152.59万 重新持有
LYB LYONDELLBASELL INDUSTRIES NV $306.47万0.00%58,208 6,60412.8% $34.77万 加仓
GL GLOBE LIFE INC $306.63万0.00%17,161 1,4028.9% $25.05万 加仓
PODD INSULET CORP $308.37万0.00%20,254 1,83910.0% $28.00万 加仓
CVBF CVB FINL CORP $315.88万0.00%140,082 50,90557.1% $114.79万 加仓
IYR ISHARES TR $316.64万0.00%30,967 -12,243-28.3% -$125.18万 减仓
BEKE KE HLDGS INC $318.49万0.00%219,193 -29,867-12.0% -$43.40万 减仓
EG EVEREST GROUP LTD $321.69万0.00%9,005 7288.8% $26.01万 加仓
LPLA LPL FINL HLDGS INC $324.27万0.00%11,512 -14-0.1% -$3,944 减仓
APTV APTIV PLC $325.93万0.00%53,100 4,93010.2% $30.26万 加仓
PTC PTC INC $327.53万0.00%28,829 -9,297-24.4% -$105.62万 减仓
AVY AVERY DENNISON CORP $331.16万0.00%20,398 2,78815.8% $45.26万 加仓
VTWO VANGUARD SCOTTSDALE FDS $331.48万0.00%27,300 -19,800-42.0% -$240.41万 减仓
ENPH ENPHASE ENERGY INC $332.37万0.00%67,500 15,00028.6% $73.86万 加仓
DOC HEALTHPEAK PROPERTIES INC $334.04万0.00%156,095 -5,408-3.3% -$11.57万 减仓
FHI FEDERATED HERMES INC $334.19万0.00%60,520 8,79817.0% $48.58万 加仓
EMLC VANECK ETF TRUST $338.61万0.01%132,478 75,239131.4% $192.31万 加仓
HRL HORMEL FOODS CORP $339.18万0.01%136,655 14,46011.8% $35.89万 加仓
REG REGENCY CTRS CORP $339.75万0.01%42,607 2,5806.4% $20.57万 加仓
FWONK LIBERTY MEDIA CORP DEL $344.95万0.01%36,257 3,42510.4% $32.59万 重新持有
COO COOPER COS INC $345.11万0.01%48,126 4,78911.1% $34.34万 加仓
CWEN CLEARWAY ENERGY INC $346.08万0.01%101,252 101,252— $346.08万 新建仓
IWM ISHARES TR $346.21万0.01%11,523 -9,591-45.4% -$288.16万 减仓
BG BUNGE GLOBAL SA $346.89万0.01%32,502 3,16310.8% $33.76万 加仓
BUG GLOBAL X FDS $350.06万0.01%91,663 -95,896-51.1% -$366.23万 减仓
VICR VICOR CORP $353.69万0.01%9,313 3,51360.6% $133.42万 加仓
DOCN DIGITALOCEAN HLDGS INC $354.12万0.01%22,551 -33,204-59.6% -$521.40万 减仓
TXT TEXTRON INC $359.32万0.01%39,171 4,32512.4% $39.67万 加仓
J JACOBS SOLUTIONS INC $362.65万0.01%28,782 3,13512.2% $39.50万 加仓
TSN TYSON FOODS INC $363.89万0.01%63,562 7,22612.8% $41.37万 加仓
MUR MURPHY OIL CORP $366.63万0.01%112,602 18,69819.9% $60.88万 加仓