Mirae Asset Global Investments Co., Ltd.
SEOUL M5 · SEC CIK 0001569395
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | $1.35亿 | 0.20% | 5,499,710 | 789,993 | 16.8% | $1,939.43万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.38亿 | 0.20% | 2,396,422 | 476,894 | 24.8% | $2,747.86万 | 加仓 |
| COHR | COHERENT CORP | $1.39亿 | 0.21% | 351,812 | 19,387 | 5.8% | $764.76万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.39亿 | 0.21% | 622,464 | 79,200 | 14.6% | $1,773.68万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1.40亿 | 0.21% | 869,180 | 796,315 | 1,092.9% | $1.29亿 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1.41亿 | 0.21% | 502,571 | 69,831 | 16.1% | $1,962.46万 | 加仓 |
| GEV | GE VERNOVA INC | $1.42亿 | 0.21% | 120,959 | -16,407 | -11.9% | -$1,927.59万 | 减仓 |
| TLT | ISHARES TR | $1.43亿 | 0.21% | 1,658,046 | -406,503 | -19.7% | -$3,513.00万 | 减仓 |
| ALAB | ASTERA LABS INC | $1.45亿 | 0.21% | 299,405 | 103,136 | 52.5% | $4,981.68万 | 加仓 |
| RDW | REDWIRE CORPORATION | $1.45亿 | 0.21% | 11,851,668 | 11,851,668 | — | $1.45亿 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $1.46亿 | 0.22% | 6,822,991 | 6,822,991 | — | $1.46亿 | 新建仓 |
| MBB | ISHARES TR | $1.46亿 | 0.22% | 1,549,507 | 615,624 | 65.9% | $5,818.88万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1.47亿 | 0.22% | 2,155,320 | 1,732,407 | 409.6% | $1.18亿 | 加仓 |
| CAT | CATERPILLAR INC | $1.47亿 | 0.22% | 138,332 | 8,289 | 6.4% | $882.70万 | 加仓 |
| — | EXXON MOBIL CORP | $1.51亿 | 0.22% | 1,101,801 | 157,594 | 16.7% | $2,154.63万 | 加仓 |
| COP | CONOCOPHILLIPS | $1.55亿 | 0.23% | 1,490,684 | 179,687 | 13.7% | $1,868.03万 | 加仓 |
| TER | TERADYNE INC | $1.68亿 | 0.25% | 348,243 | 103,141 | 42.1% | $4,990.37万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1.72亿 | 0.25% | 1,895,185 | 522,279 | 38.0% | $4,739.16万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.78亿 | 0.26% | 278,405 | 50,448 | 22.1% | $3,222.21万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1.82亿 | 0.27% | 534,590 | 63,846 | 13.6% | $2,177.28万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.83亿 | 0.27% | 718,900 | 75,115 | 11.7% | $1,907.70万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.84亿 | 0.27% | 1,577,606 | -217,320 | -12.1% | -$2,535.47万 | 减仓 |
| RKLB | ROCKET LAB CORP | $1.88亿 | 0.28% | 1,850,297 | 1,773,765 | 2,317.7% | $1.80亿 | 加仓 |
| LIN | LINDE PLC | $1.91亿 | 0.28% | 367,392 | 46,399 | 14.5% | $2,407.83万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.93亿 | 0.29% | 1,165,344 | 129,057 | 12.5% | $2,139.25万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.94亿 | 0.29% | 201,481 | 32,287 | 19.1% | $3,115.70万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.97亿 | 0.29% | 4,664,026 | 679,466 | 17.1% | $2,876.86万 | 加仓 |
| V | VISA INC | $1.99亿 | 0.29% | 579,904 | 71,073 | 14.0% | $2,438.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.09亿 | 0.31% | 416,698 | 47,955 | 13.0% | $2,399.62万 | 加仓 |
| IEMG | ISHARES INC | $2.10亿 | 0.31% | 2,536,553 | -395,521 | -13.5% | -$3,276.50万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2.16亿 | 0.32% | 1,472,729 | 277,308 | 23.2% | $4,066.44万 | 加仓 |
| KO | COCA COLA CO | $2.18亿 | 0.32% | 2,682,565 | 309,402 | 13.0% | $2,514.51万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $2.22亿 | 0.33% | 625,235 | 243,993 | 64.0% | $8,651.26万 | 加仓 |
| SOXX | ISHARES TR | $2.35亿 | 0.35% | 367,193 | 238,658 | 185.7% | $1.53亿 | 加仓 |
| HD | HOME DEPOT INC | $2.38亿 | 0.35% | 673,912 | 132,417 | 24.5% | $4,670.08万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2.52亿 | 0.37% | 606,437 | 17,234 | 2.9% | $716.30万 | 加仓 |
| IVV | ISHARES TR | $2.52亿 | 0.37% | 336,655 | -68,859 | -17.0% | -$5,156.78万 | 减仓 |
| PEP | PEPSICO INC | $2.54亿 | 0.38% | 1,878,694 | 357,332 | 23.5% | $4,838.28万 | 加仓 |
| NFLX | NETFLIX INC. | $2.58亿 | 0.38% | 3,620,401 | -247,878 | -6.4% | -$1,769.85万 | 减仓 |
| MRK | MERCK & CO INC | $2.61亿 | 0.39% | 2,033,072 | 245,665 | 13.7% | $3,156.80万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2.69亿 | 0.40% | 287,588 | 39,761 | 16.0% | $3,719.52万 | 加仓 |
| ADI | ANALOG DEVICES INC | $2.71亿 | 0.40% | 681,707 | 180,036 | 35.9% | $7,150.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2.80亿 | 0.41% | 855,351 | 64,070 | 8.1% | $2,097.20万 | 加仓 |
| AMGN | AMGEN INC | $2.84亿 | 0.42% | 785,516 | 155,212 | 24.6% | $5,620.54万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3.04亿 | 0.45% | 3,461,511 | 352,070 | 11.3% | $3,093.99万 | 加仓 |
| CSCO | CISCO SYS INC | $3.11亿 | 0.46% | 2,650,297 | 336,599 | 14.5% | $3,953.69万 | 加仓 |
| SNDK | SANDISK CORP | $3.35亿 | 0.50% | 147,376 | 88,192 | 149.0% | $2.01亿 | 加仓 |
| LLY | ELI LILLY & CO | $3.43亿 | 0.51% | 286,254 | 13,758 | 5.0% | $1,650.18万 | 加仓 |
| ASML | ASML HLDG NV | $3.46亿 | 0.51% | 174,036 | 171,228 | 6,097.9% | $3.41亿 | 加仓 |
| QCOM | QUALCOMM INC | $3.54亿 | 0.52% | 1,915,867 | -171,407 | -8.2% | -$3,167.43万 | 减仓 |
| WMT | WALMART INC | $3.55亿 | 0.53% | 3,138,212 | 421,557 | 15.5% | $4,774.55万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $4.29亿 | 0.63% | 1,439,525 | 38,966 | 2.8% | $1,160.76万 | 加仓 |
| TXN | TEXAS INSTRS INC | $4.40亿 | 0.65% | 1,474,933 | 56,375 | 4.0% | $1,680.37万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.17亿 | 0.76% | 1,082,496 | 962,904 | 805.2% | $4.60亿 | 加仓 |
| KLAC | KLA CORP | $5.52亿 | 0.82% | 1,829,105 | 325,105 | 21.6% | $9,808.74万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $6.46亿 | 0.95% | 1,490,242 | 229,836 | 18.2% | $9,959.48万 | 加仓 |
| INTC | INTEL CORP | $6.50亿 | 0.96% | 4,658,124 | 101,217 | 2.2% | $1,413.29万 | 加仓 |
| AMAT | APPLIED MATLS INC | $7.05亿 | 1.04% | 975,112 | 189,775 | 24.2% | $1.37亿 | 加仓 |
| GOOG | ALPHABET INC | $7.10亿 | 1.05% | 2,009,027 | 1,998,557 | 19,088.4% | $7.06亿 | 加仓 |
| META | META PLATFORMS INC | $7.89亿 | 1.17% | 1,401,052 | 66,908 | 5.0% | $3,768.86万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8.55亿 | 1.26% | 1,245,238 | 105,943 | 9.3% | $7,276.27万 | 加仓 |
| TSLA | TESLA INC | $9.09亿 | 1.34% | 2,160,225 | 4,356 | 0.2% | $183.21万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $11.72亿 | 1.73% | 2,016,713 | 498,842 | 32.9% | $2.90亿 | 加仓 |
| AVGO | BROADCOM INC | $13.42亿 | 1.98% | 3,553,707 | 190,570 | 5.7% | $7,198.78万 | 加仓 |
| AMZN | AMAZON COM INC | $13.60亿 | 2.01% | 5,706,712 | 308,622 | 5.7% | $7,355.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $15.28亿 | 2.26% | 4,097,211 | 230,600 | 6.0% | $8,601.84万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $15.30亿 | 2.26% | 1,325,376 | 189,544 | 16.7% | $2.19亿 | 加仓 |
| GOOGL | ALPHABET INC | $15.45亿 | 2.28% | 4,323,190 | -1,779,649 | -29.2% | -$6.36亿 | 减仓 |
| AAPL | APPLE INC | $22.73亿 | 3.36% | 7,855,520 | 349,085 | 4.7% | $1.01亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $32.20亿 | 4.76% | 16,095,070 | 1,196,225 | 8.0% | $2.39亿 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $44.52亿 | 6.58% | 26,056,048 | 26,056,048 | — | $44.52亿 | 新建仓 |
| TLT | ISHARES TR 看涨期权 | $152.47亿 | 22.53% | 176,431,020 | 176,431,020 | — | $152.47亿 | 新建仓 |