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
IXUS ISHARES TR $2,471.06万0.04%258,912 258,912— $2,471.06万 新建仓
USB US BANCORP $2,474.14万0.04%409,626 45,52312.5% $274.96万 加仓
PDD PDD HOLDINGS INC $2,485.06万0.04%325,781 -16,863-4.9% -$128.63万 减仓
DRI DARDEN RESTAURANTS INC $2,500.61万0.04%121,383 17,89417.3% $368.63万 加仓
MDT MEDTRONIC PLC $2,510.32万0.04%320,890 22,7317.6% $177.82万 加仓
VCLT VANGUARD SCOTTSDALE FDS $2,526.00万0.04%335,681 11,5823.6% $87.15万 加仓
SPYG SPDR SERIES TRUST $2,532.99万0.04%212,874 192,714955.9% $2,293.10万 加仓
SPOT SPOTIFY TECHNOLOGY S A $2,557.81万0.04%55,710 6,50513.2% $298.66万 加仓
SGOL ETFS GOLD TR $2,559.69万0.04%669,550 -85,000-11.3% -$324.96万 减仓
CCJ CAMECO CORP $2,560.36万0.04%251,361 250,65335,403.0% $2,553.15万 加仓
SWKS SKYWORKS SOLUTIONS INC $2,570.52万0.04%379,133 51,40815.7% $348.55万 加仓
JCI JOHNSON CONTROLS INTERNATION $2,614.02万0.04%178,908 3,9332.2% $57.47万 加仓
HYG ISHARES TR $2,634.21万0.04%329,400 122,92659.5% $983.04万 加仓
SHW SHERWIN WILLIAMS CO $2,659.01万0.04%77,225 6,0818.5% $209.38万 加仓
IXN ISHARES TR $2,691.49万0.04%186,288 186,288— $2,691.49万 新建仓
HSY HERSHEY CO $2,751.51万0.04%156,826 18,95213.7% $332.51万 加仓
EMB ISHARES TR $2,768.26万0.04%287,045 -72,332-20.1% -$697.57万 减仓
RF REGIONS FINANCIAL CORP NEW $2,772.79万0.04%918,142 127,17016.1% $384.05万 加仓
TROW PRICE T ROWE GROUP INC $2,785.78万0.04%245,033 32,37215.2% $368.04万 加仓
VOYG VOYAGER TECHNOLOGIES INC $2,812.34万0.04%872,043 872,043— $2,812.34万 新建仓
IDXX IDEXX LABS INC $2,814.56万0.04%53,464 6,33313.4% $333.39万 加仓
TRV TRAVELERS COMPANIES INC $2,818.37万0.04%85,374 5,0576.3% $166.94万 加仓
ARES ARES MANAGEMENT CORPORATION $2,849.31万0.04%255,980 37,35817.1% $415.83万 加仓
KDP KEURIG DR PEPPER INC $2,851.11万0.04%871,100 137,01518.7% $448.45万 加仓
MMM 3M CO $2,852.81万0.04%176,197 10,9076.6% $176.60万 加仓
SPGI S&P GLOBAL INC $2,861.46万0.04%74,283 7,24910.8% $279.24万 加仓
FANG DIAMONDBACK ENERGY INC $2,884.62万0.04%164,104 2,8181.7% $49.53万 加仓
CMI CUMMINS INC $2,886.43万0.04%40,471 2,7257.2% $194.35万 加仓
GD GENERAL DYNAMICS CORP $2,927.26万0.04%82,635 1,0441.3% $36.98万 加仓
DELL DELL TECHNOLOGIES INC $2,931.73万0.04%67,949 -19,600-22.4% -$845.66万 减仓
VGIT VANGUARD SCOTTSDALE FDS $2,950.76万0.04%500,299 -5,430-1.1% -$32.03万 减仓
CIEN CIENA CORP $2,958.37万0.04%60,306 -37,724-38.5% -$1,850.59万 减仓
SO SOUTHERN CO $2,971.06万0.04%310,423 94,36143.7% $903.13万 加仓
PLD PROLOGIS INC. $2,974.12万0.04%219,541 10,6115.1% $143.75万 加仓
VST VISTRA CORP $2,977.34万0.04%187,691 -72,027-27.7% -$1,142.56万 减仓
PH PARKER-HANNIFIN CORP $2,990.50万0.04%30,574 -839-2.7% -$82.06万 减仓
AXON AXON ENTERPRISE INC $3,022.19万0.04%53,909 7,28615.6% $408.46万 加仓
LOW LOWES COS INC $3,028.28万0.04%137,343 15,01312.3% $331.02万 加仓
ODFL OLD DOMINION FREIGHT LINE IN $3,039.50万0.04%140,328 10,2347.9% $221.67万 加仓
NOW SERVICENOW INC $3,064.36万0.05%308,658 53,74121.1% $533.54万 加仓
NVS NOVARTIS AG $3,071.49万0.05%195,986 56,42440.4% $884.28万 加仓
EXC EXELON CORP $3,073.53万0.05%659,273 4,9280.8% $22.97万 加仓
FLY FIREFLY AEROSPACE INC $3,097.93万0.05%1,053,718 1,053,718— $3,097.93万 新建仓
VCSH VANGUARD SCOTTSDALE FDS $3,114.30万0.05%394,066 7,2651.9% $57.42万 加仓
BABA ALIBABA GROUP HLDG LTD $3,119.34万0.05%324,999 -167,711-34.0% -$1,609.69万 减仓
T AT&T INC $3,162.21万0.05%1,527,636 170,45112.6% $352.83万 加仓
CB CHUBB LIMITED $3,179.27万0.05%93,305 8,51810.0% $290.24万 加仓
CINF CINCINNATI FINL CORP $3,183.32万0.05%171,941 23,55515.9% $436.10万 加仓
EQIX EQUINIX INC $3,191.69万0.05%30,619 1,0193.4% $106.22万 加仓
— ELECTRONIC ARTS INC $3,193.68万0.05%155,759 20,31915.0% $416.62万 加仓
STIP ISHARES TR $3,224.76万0.05%315,658 271,158609.3% $2,770.15万 加仓
COF CAPITAL ONE FINL CORP $3,224.83万0.05%160,743 15,40510.6% $309.06万 加仓
SCHW SCHWAB CHARLES CORP $3,273.13万0.05%354,734 35,15211.0% $324.35万 加仓
GOVT ISHARES TR $3,279.27万0.05%1,439,540 88,9446.6% $202.61万 加仓
BLK BLACKROCK INC $3,282.48万0.05%34,137 3,50711.4% $337.22万 加仓
CRWV COREWEAVE INC $3,385.60万0.05%340,125 195,025134.4% $1,941.28万 加仓
BKR BAKER HUGHES COMPANY $3,413.40万0.05%615,027 81,78515.3% $453.91万 加仓
BBCA J P MORGAN EXCHANGE TRADED F $3,436.06万0.05%345,680 -60,457-14.9% -$600.94万 减仓
SYK STRYKER CORPORATION $3,444.76万0.05%109,413 40,67659.2% $1,280.64万 加仓
XEL XCEL ENERGY INC $3,450.72万0.05%429,729 57,01215.3% $457.81万 加仓
USIG ISHARES TR $3,457.74万0.05%674,155 81,41913.7% $417.60万 加仓
FIX COMFORT SYS USA INC $3,463.46万0.05%17,475 3,82928.1% $758.89万 加仓
CVS CVS HEALTH CORP $3,497.27万0.05%338,064 37,58112.5% $388.78万 加仓
TT TRANE TECHNOLOGIES PLC $3,563.96万0.05%72,562 6,0979.2% $299.46万 加仓
VBIL VANGUARD INSTL INDEX FD $3,609.94万0.05%477,000 477,000— $3,609.94万 新建仓
KRMN KARMAN HLDGS INC $3,635.36万0.05%728,238 728,238— $3,635.36万 新建仓
VGK VANGUARD INTL EQUITY INDEX F $3,656.15万0.05%412,938 -74,458-15.3% -$659.25万 减仓
HWM HOWMET AEROSPACE INC $3,670.42万0.05%136,518 11,6589.3% $313.44万 加仓
ENTG ENTEGRIS INC $3,705.94万0.05%206,046 29,24316.5% $525.96万 加仓
PFE PFIZER INC $3,708.09万0.05%1,539,905 151,82410.9% $365.59万 加仓
DHR DANAHER CORP DEL $3,717.75万0.05%195,178 16,7819.4% $319.64万 加仓
CRWD CROWDSTRIKE HLDGS INC $3,794.85万0.06%198,907 18,47510.2% $352.48万 加仓
AIRR FIRST TR EXCHANGE TRADED FD $3,810.95万0.06%286,000 146,000104.3% $1,945.45万 加仓
ADSK AUTODESK INC $3,832.37万0.06%197,118 24,99314.5% $485.91万 加仓
MTSI MACOM TECH SOLUTIONS HLDGS I $3,867.49万0.06%101,677 -4,852-4.6% -$184.56万 减仓
PDBC INVESCO ACTVELY MNGD ETC FD $3,906.11万0.06%2,459,767 -1,114,699-31.2% -$1,770.14万 减仓
UBER UBER TECHNOLOGIES INC $3,975.71万0.06%550,958 127,26730.0% $918.36万 加仓
PCAR PACCAR INC $4,049.97万0.06%337,160 44,72715.3% $537.26万 加仓
ADM ARCHER DANIELS MIDLAND CO $4,070.06万0.06%532,730 81,62918.1% $623.65万 加仓
UNP UNION PAC CORP $4,072.74万0.06%149,733 16,59912.5% $451.49万 加仓
BNY BANK OF NY MELLON CORP $4,081.83万0.06%282,265 18,7877.1% $271.68万 加仓
KMB KIMBERLY-CLARK CORP $4,104.52万0.06%373,920 61,01219.5% $669.73万 加仓
— WARNER BROS DISCOVERY INC $4,132.17万0.06%1,549,950 215,39216.1% $574.24万 加仓
PAVE GLOBAL X FDS $4,143.77万0.06%703,288 212,33643.2% $1,251.08万 加仓
QQQM INVESCO EXCH TRADED FD TR II $4,179.90万0.06%137,964 -36,532-20.9% -$1,106.81万 减仓
CTAS CINTAS CORP $4,184.21万0.06%246,014 31,28614.6% $532.11万 加仓
NEE NEXTERA ENERGY INC $4,224.23万0.06%481,284 53,22012.4% $467.11万 加仓
PGR PROGRESSIVE CORP $4,237.45万0.06%193,978 49,20434.0% $1,074.86万 加仓
VT VANGUARD INTL EQUITY INDEX F $4,288.39万0.06%273,233 -3,878-1.4% -$60.87万 减仓
EMXC ISHARES INC $4,391.03万0.06%429,231 418,3313,837.9% $4,279.53万 加仓
CRM SALESFORCE INC $4,464.86万0.07%285,003 19,6517.4% $307.85万 加仓
IEF ISHARES TR $4,473.54万0.07%473,040 21,1074.7% $199.61万 加仓
HONA HONEYWELL AEROSPACE INC $4,584.91万0.07%207,387 207,387— $4,584.91万 新建仓
INTU INTUIT $4,598.38万0.07%176,183 9,6525.8% $251.92万 加仓
MDLZ MONDELEZ INTL INC $4,628.06万0.07%800,148 109,64615.9% $634.19万 加仓
HON HONEYWELL INTL INC $4,640.46万0.07%207,256 -175,525-45.9% -$3,930.00万 减仓
MCD MCDONALDS CORP $4,668.69万0.07%172,716 10,5686.5% $285.66万 加仓
TMO THERMO FISHER SCIENTIFIC INC $4,758.06万0.07%94,903 7,8679.0% $394.42万 加仓
ABNB AIRBNB INC $4,837.01万0.07%338,016 85,26533.7% $1,220.14万 加仓
PAYX PAYCHEX INC $4,841.18万0.07%492,340 70,12716.6% $689.56万 加仓