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
SMCI SUPER MICRO COMPUTER INC $366.78万0.01%125,053 -16,876-11.9% -$49.50万 减仓
RVMD REVOLUTION MEDICINES INC $367.41万0.01%19,618 -1,486-7.0% -$27.83万 减仓
FDXF FEDEX FGHT HLDG CO INC $367.75万0.01%24,354 24,354— $367.75万 新建仓
MAS MASCO CORP $371.60万0.01%45,668 4,27310.3% $34.77万 加仓
NTES NETEASE COM INC $374.54万0.01%29,229 -6,147-17.4% -$78.77万 减仓
SSNC SS&C TECH HLDGS $376.61万0.01%60,695 4,4687.9% $27.72万 加仓
NET CLOUDFLARE INC $377.83万0.01%15,404 -33,394-68.4% -$819.09万 减仓
VEA VANGUARD TAX-MANAGED FDS $380.70万0.01%53,432 -10,599-16.6% -$75.52万 减仓
FRT FEDERAL RLTY INVT TR NEW $384.91万0.01%31,182 5191.7% $6.41万 加仓
FROG JFROG LTD $388.18万0.01%42,713 -233-0.5% -$2.12万 减仓
REET ISHARES TR $389.00万0.01%140,841 -5,850-4.0% -$16.16万 减仓
RSP INVESCO EXCHANGE TRADED FD T $392.35万0.01%18,440 -12,030-39.5% -$255.96万 减仓
INVH INVITATION HOMES INC $393.76万0.01%130,340 -252-0.2% -$7,613 减仓
ILMN ILLUMINA INC $394.83万0.01%22,455 -8,862-28.3% -$155.82万 减仓
MAA MID-AMER APT CMNTYS INC $397.54万0.01%28,612 1,8206.8% $25.29万 加仓
HST HOST HOTELS & RESORTS INC $398.95万0.01%168,261 19,71013.3% $46.73万 加仓
CCK CROWN HLDGS INC $401.27万0.01%35,885 -8,266-18.7% -$92.43万 减仓
ZBH ZIMMER BIOMET HOLDINGS INC $401.43万0.01%46,629 3,8329.0% $32.99万 加仓
BALL BALL CORP $403.87万0.01%64,723 6,00210.2% $37.45万 加仓
MTN VAIL RESORTS INC $405.41万0.01%29,777 4,73818.9% $64.51万 加仓
TSCO TRACTOR SUPPLY CO $405.44万0.01%128,263 6,3525.2% $20.08万 加仓
IEX IDEX CORP $406.40万0.01%17,907 1,1817.1% $26.80万 加仓
MC MOELIS & CO $406.59万0.01%62,151 10,36220.0% $67.79万 加仓
BEN FRANKLIN RESOURCES INC $408.03万0.01%122,643 7,4476.5% $24.78万 加仓
CDW CDW CORP $408.80万0.01%29,067 3,19512.3% $44.93万 加仓
HII HUNTINGTON INGALLS INDS INC $412.78万0.01%14,748 -1,645-10.0% -$46.04万 减仓
EFX EQUIFAX INC $414.02万0.01%26,085 2,0168.4% $32.00万 加仓
WY WEYERHAEUSER CO $415.47万0.01%173,546 23,62615.8% $56.56万 加仓
MOAT VANECK ETF TRUST $415.84万0.01%40,000 -80,000-66.7% -$831.68万 减仓
DD DUPONT DE NEMOURS INC $416.46万0.01%30,703 -51,082-62.5% -$692.88万 减仓
KIM KIMCO REALTY CORP $417.79万0.01%164,810 4,7603.0% $12.07万 加仓
MMYT MAKEMYTRIP LIMITED MAURITIUS $420.60万0.01%78,927 -16,435-17.2% -$87.58万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $422.73万0.01%109,147 -151,978-58.2% -$588.61万 减仓
NXST NEXSTAR MEDIA GROUP INC $428.42万0.01%23,989 3,66918.1% $65.52万 加仓
PNR PENTAIR PLC $428.61万0.01%55,911 7,30815.0% $56.02万 加仓
L LOEWS CORP $429.17万0.01%37,909 4,14412.3% $46.91万 加仓
ZM ZOOM COMMUNICATIONS INC $436.02万0.01%50,518 19,42562.5% $167.66万 加仓
AIZ ASSURANT INC $436.44万0.01%16,253 1,0046.6% $26.96万 加仓
LII LENNOX INTL INC $437.79万0.01%7,641 6739.7% $38.56万 加仓
SJM SMUCKER J M CO $439.86万0.01%39,099 4,74113.8% $53.34万 加仓
FUTU FUTU HLDGS LTD $441.43万0.01%47,091 -30,073-39.0% -$281.90万 减仓
DOW DOW HLDGS INC $441.74万0.01%161,455 22,46616.2% $61.47万 加仓
SBAC SBA COMMUNICATIONS CORP $443.81万0.01%25,151 2,54811.3% $44.96万 加仓
FTV FORTIVE CORP $445.83万0.01%72,979 4,5276.6% $27.66万 加仓
OZK BANK OZK LITTLE ROCK ARK $446.67万0.01%85,750 13,13218.1% $68.40万 加仓
LNT ALLIANT ENERGY CORP $446.92万0.01%58,582 6,78213.1% $51.74万 加仓
ICVT ISHARES TR $452.34万0.01%37,156 2,6427.7% $32.16万 加仓
GPN GLOBAL PMTS INC $452.85万0.01%62,411 13,21926.9% $95.92万 加仓
WRB BERKLEY W R CORP $453.23万0.01%64,260 6,68411.6% $47.14万 加仓
IFF INTERNATIONAL FLAVORS&FRAGRA $453.67万0.01%57,267 5,97411.6% $47.33万 加仓
MKC MCCORMICK & CO INC $454.51万0.01%90,144 15,99921.6% $80.67万 加仓
MSM MSC INDL DIRECT INC $455.10万0.01%38,260 6,23519.5% $74.17万 加仓
EVRG EVERGY INC $455.49万0.01%52,701 6,35713.7% $54.94万 加仓
TEM TEMPUS AI INC $456.47万0.01%78,797 -21,091-21.1% -$122.18万 减仓
GDDY GODADDY INC $457.57万0.01%53,908 21,10164.3% $179.11万 加仓
FIS FIDELITY NATL INFORMATION SV $460.01万0.01%118,315 5,1694.6% $20.10万 加仓
PKG PACKAGING CORP AMER $462.69万0.01%19,418 -6,076-23.8% -$144.78万 减仓
NOK NOKIA CORP $465.50万0.01%350,530 350,530— $465.50万 新建仓
HPQ HP INC $466.76万0.01%212,743 22,21811.7% $48.75万 加仓
IXJ ISHARES TR $470.26万0.01%47,800 -10,800-18.4% -$106.25万 减仓
KEY KEYCORP $474.27万0.01%205,758 3,7941.9% $8.75万 加仓
ULTA ULTA BEAUTY INC $476.42万0.01%10,564 9139.5% $41.17万 加仓
OMC OMNICOM GROUP INC $477.43万0.01%65,554 2,2003.5% $16.02万 加仓
CPAY CORPAY INC $483.81万0.01%14,517 7365.3% $24.53万 加仓
AIA ISHARES TR $484.45万0.01%34,198 34,198— $484.45万 新建仓
VRSN VERISIGN INC $484.45万0.01%19,258 9515.2% $23.92万 加仓
VTRS VIATRIS INC $484.87万0.01%305,332 22,2827.9% $35.38万 加仓
SE SEA LTD $490.20万0.01%51,153 20,52767.0% $196.71万 加仓
EXE EXPAND ENERGY CORPORATION $492.95万0.01%54,057 6,69214.1% $61.02万 加仓
STE STERIS PLC $494.65万0.01%23,491 2,44111.6% $51.40万 加仓
ALB ALBEMARLE CORP $495.33万0.01%36,683 2,9008.6% $39.16万 加仓
DECK DECKERS OUTDOOR CORP $495.82万0.01%49,937 16,35748.7% $162.41万 加仓
AMKR AMKOR TECHNOLOGY INC $501.87万0.01%58,201 27,35688.7% $235.89万 加仓
SWK STANLEY BLACK & DECKER INC $504.77万0.01%53,630 7,06115.2% $66.46万 加仓
ESGE ISHARES INC $507.14万0.01%92,730 -12,340-11.7% -$67.49万 减仓
RL RALPH LAUREN CORP $507.42万0.01%12,641 2,69227.1% $108.06万 加仓
NI NISOURCE INC $507.75万0.01%106,782 12,31513.0% $58.56万 加仓
CLX CLOROX CO DEL $511.71万0.01%53,616 5,68611.9% $54.27万 加仓
MOD MODINE MFG CO $513.21万0.01%19,220 -960-4.8% -$25.63万 减仓
LVS LAS VEGAS SANDS CORP $513.52万0.01%111,175 29,73536.5% $137.35万 加仓
APLD APPLIED DIGITAL CORP $519.73万0.01%139,337 22,83019.6% $85.16万 加仓
NDSN NORDSON CORP $522.50万0.01%17,319 1,63010.4% $49.18万 加仓
M MACYS INC $526.68万0.01%223,642 35,01818.6% $82.47万 加仓
JBHT HUNT J B TRANS SVCS INC $528.30万0.01%18,253 2,06012.7% $59.62万 加仓
AER AERCAP HOLDINGS NV $530.92万0.01%36,419 2,6257.8% $38.27万 加仓
GNRC GENERAC HLDGS INC $534.91万0.01%18,268 2,73617.6% $80.11万 加仓
USXF ISHARES TR $536.85万0.01%77,300 00.0% — 不变
GPC GENUINE PARTS CO $545.40万0.01%46,228 6,14815.3% $72.53万 加仓
SW SMURFIT WESTROCK PLC $545.61万0.01%117,945 13,89913.4% $64.30万 加仓
VMRK EQUITY RESIDENTIAL $545.63万0.01%80,323 1,5982.0% $10.86万 加仓
BRO BROWN & BROWN INC $547.63万0.01%85,367 11,56615.7% $74.20万 加仓
NUAI NEW ERA ENERGY & DIGITAL INC $548.36万0.01%859,500 859,500— $548.36万 新建仓
LH LABCORP HOLDINGS INC $549.05万0.01%19,609 1,83410.3% $51.35万 加仓
VRSK VERISK ANALYTICS INC $550.76万0.01%30,678 -45,029-59.5% -$808.41万 减仓
TPL TEXAS PACIFIC LAND CORPORATI $553.75万0.01%12,653 1,58814.4% $69.50万 加仓
EL LAUDER ESTEE COS INC $554.94万0.01%70,290 -25,734-26.8% -$203.17万 减仓
FE FIRSTENERGY CORP $559.69万0.01%117,731 15,50615.2% $73.72万 加仓
DGX QUEST DIAGNOSTICS INC $559.95万0.01%26,419 2,78411.8% $59.01万 加仓
SOXQ INVESCO EXCH TRADED FD TR II $560.50万0.01%50,000 -10,510-17.4% -$117.82万 减仓
CMS CMS ENERGY CORP $564.66万0.01%73,812 8,26812.6% $63.25万 加仓