Mirae Asset Global Investments Co., Ltd.
SEOUL M5 · SEC CIK 0001569395
$350.01亿2026Q1 申报市值
1,569持仓数
35.7%前十大占比 · 第一大 7.4%
105 / 114新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOOGL 加仓+$4.65亿
WMT 加仓+$2.19亿
QCOM 加仓+$1.14亿
PG 加仓+$1.10亿
NVDA 加仓+$1.08亿
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$4.42亿
TSM 减仓-$3.77亿
VOO 减仓-$2.63亿
ASML 减仓-$2.02亿
QQQM 减仓-$1.30亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| TMUS | T-MOBILE US INC | $1.01亿 | 0.29% | 482,983 | 31,469 | 7.0% | $660.94万 | 加仓 |
| ABBV | ABBVIE INC | $1.02亿 | 0.29% | 467,766 | -359,137 | -43.4% | -$7,810.87万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.03亿 | 0.30% | 206,769 | 18,287 | 9.7% | $913.73万 | 加仓 |
| MO | ALTRIA GROUP INC | $1.03亿 | 0.30% | 1,565,875 | -313,023 | -16.7% | -$2,065.64万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.10亿 | 0.32% | 543,264 | 308,991 | 131.9% | $6,278.08万 | 加仓 |
| IEFA | ISHARES TR | $1.11亿 | 0.32% | 1,224,205 | -19,716 | -1.6% | -$178.49万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1.15亿 | 0.33% | 582,457 | 458,636 | 370.4% | $9,094.29万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1.16亿 | 0.33% | 835,044 | 67,595 | 8.8% | $942.07万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.16亿 | 0.33% | 1,919,528 | -195,832 | -9.3% | -$1,187.72万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $1.19亿 | 0.34% | 3,261,220 | 2,025,000 | 163.8% | $7,409.48万 | 加仓 |
| GEV | GE VERNOVA INC | $1.20亿 | 0.34% | 137,366 | 9,182 | 7.2% | $801.50万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.20亿 | 0.34% | 185,168 | -48,187 | -20.6% | -$3,133.79万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1.25亿 | 0.36% | 206,531 | -21,392 | -9.4% | -$1,292.91万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1.32亿 | 0.38% | 2,376,266 | -305,997 | -11.4% | -$1,693.85万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.34亿 | 0.38% | 289,633 | 15,711 | 5.7% | $724.26万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1.34亿 | 0.38% | 5,111,695 | -961,780 | -15.8% | -$2,529.48万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1.35亿 | 0.39% | 4,709,717 | 2,695,980 | 133.9% | $7,740.16万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.39亿 | 0.40% | 1,400,559 | 143,388 | 11.4% | $1,420.26万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1.41亿 | 0.40% | 1,372,906 | 1,007,630 | 275.9% | $1.03亿 | 加仓 |
| V | VISA INC | $1.54亿 | 0.44% | 508,831 | 16,719 | 3.4% | $505.32万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.57亿 | 0.45% | 643,785 | 49,529 | 8.3% | $1,210.69万 | 加仓 |
| LIN | LINDE PLC | $1.59亿 | 0.45% | 320,993 | 77,050 | 31.6% | $3,819.83万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.59亿 | 0.46% | 589,203 | 342,632 | 139.0% | $9,271.28万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.60亿 | 0.46% | 501,671 | -19,890 | -3.8% | -$632.78万 | 减仓 |
| — | EXXON MOBIL CORP | $1.60亿 | 0.46% | 944,207 | 115,693 | 14.0% | $1,962.85万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1.73亿 | 0.49% | 1,195,421 | 763,091 | 176.5% | $1.10亿 | 加仓 |
| COP | CONOCOPHILLIPS | $1.73亿 | 0.49% | 1,310,997 | 95,365 | 7.8% | $1,258.82万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.77亿 | 0.50% | 368,743 | 70,013 | 23.4% | $3,355.02万 | 加仓 |
| HD | HOME DEPOT INC | $1.78亿 | 0.51% | 541,495 | 81,127 | 17.6% | $2,668.19万 | 加仓 |
| TLT | ISHARES TR | $1.79亿 | 0.51% | 2,064,549 | -436,548 | -17.5% | -$3,784.43万 | 减仓 |
| CSCO | CISCO SYS INC | $1.80亿 | 0.51% | 2,313,698 | -960,429 | -29.3% | -$7,451.97万 | 减仓 |
| KO | COCA COLA CO | $1.80亿 | 0.52% | 2,373,163 | 318,665 | 15.5% | $2,423.45万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2.00亿 | 0.57% | 3,984,560 | -481,772 | -10.8% | -$2,418.50万 | 减仓 |
| INTC | INTEL CORP | $2.01亿 | 0.57% | 4,556,907 | 360,250 | 8.6% | $1,589.78万 | 加仓 |
| IEMG | ISHARES INC | $2.05亿 | 0.58% | 2,932,074 | 471,233 | 19.1% | $3,286.85万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2.14亿 | 0.61% | 1,036,287 | 72,645 | 7.5% | $1,503.03万 | 加仓 |
| MRK | MERCK & CO INC | $2.15亿 | 0.61% | 1,787,407 | -94,125 | -5.0% | -$1,132.23万 | 减仓 |
| KLAC | KLA CORP | $2.21亿 | 0.63% | 150,400 | -2,689 | -1.8% | -$395.93万 | 减仓 |
| AMGN | AMGEN INC | $2.22亿 | 0.63% | 630,304 | 59,904 | 10.5% | $2,107.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2.33亿 | 0.67% | 791,281 | -38,341 | -4.6% | -$1,127.84万 | 减仓 |
| PEP | PEPSICO INC | $2.36亿 | 0.67% | 1,521,362 | 155,832 | 11.4% | $2,419.92万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2.38亿 | 0.68% | 3,109,441 | 224,190 | 7.8% | $1,715.95万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2.47亿 | 0.71% | 247,827 | 29,434 | 13.5% | $2,932.89万 | 加仓 |
| LLY | ELI LILLY & CO | $2.51亿 | 0.72% | 272,496 | -5,252 | -1.9% | -$483.06万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.63亿 | 0.75% | 1,794,926 | 81,552 | 4.8% | $1,192.94万 | 加仓 |
| IVV | ISHARES TR | $2.65亿 | 0.76% | 405,514 | -85,555 | -17.4% | -$5,588.54万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2.68亿 | 0.77% | 785,337 | -14,133 | -1.8% | -$483.05万 | 减仓 |
| QCOM | QUALCOMM INC | $2.69亿 | 0.77% | 2,087,274 | 884,683 | 73.6% | $1.14亿 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2.69亿 | 0.77% | 1,260,406 | -110,600 | -8.1% | -$2,363.08万 | 减仓 |
| TXN | TEXAS INSTRS INC | $2.75亿 | 0.79% | 1,418,558 | 57,338 | 4.2% | $1,113.16万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3.09亿 | 0.88% | 1,517,871 | -261,438 | -14.7% | -$5,318.43万 | 减仓 |
| WMT | WALMART INC | $3.38亿 | 0.96% | 2,716,655 | 1,765,509 | 185.6% | $2.19亿 | 加仓 |
| NFLX | NETFLIX INC. | $3.72亿 | 1.06% | 3,868,279 | 671,902 | 21.0% | $6,460.34万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3.84亿 | 1.10% | 1,135,832 | -119,529 | -9.5% | -$4,038.17万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $6.81亿 | 1.95% | 1,139,295 | -440,362 | -27.9% | -$2.63亿 | 减仓 |
| META | META PLATFORMS INC | $7.63亿 | 2.18% | 1,334,144 | 8,866 | 0.7% | $507.25万 | 加仓 |
| TSLA | TESLA INC | $8.01亿 | 2.29% | 2,155,869 | 226,828 | 11.8% | $8,432.33万 | 加仓 |
| AVGO | BROADCOM INC | $10.41亿 | 2.97% | 3,363,137 | 155,095 | 4.8% | $4,800.35万 | 加仓 |
| AMZN | AMAZON COM INC | $11.24亿 | 3.21% | 5,398,090 | 290,967 | 5.7% | $6,059.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $14.31亿 | 4.09% | 3,866,611 | 134,033 | 3.6% | $4,961.50万 | 加仓 |
| GOOGL | ALPHABET INC | $17.55亿 | 5.01% | 6,102,839 | 1,615,845 | 36.0% | $4.65亿 | 加仓 |
| AAPL | APPLE INC | $19.05亿 | 5.44% | 7,506,435 | 279,456 | 3.9% | $7,092.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $25.98亿 | 7.42% | 14,898,845 | 618,897 | 4.3% | $1.08亿 | 加仓 |