National Pension Service
JEONJU-SI, JEOLLABUK-DO M5 · SEC CIK 0001608046
$1,316.79亿2026Q1 申报市值
562持仓数
33.9%前十大占比 · 第一大 6.8%
20 / 15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
AAPL 加仓+$2.09亿
NVDA 加仓+$2.04亿
MSFT 加仓+$1.51亿
AMZN 加仓+$1.25亿
GOOGL 加仓+$9,337.85万
2026Q1 卖出最多 按季末市值估算
CYBERARK SOFTWAR 清仓-$6,986.64万
WDC 减仓-$6,862.25万
STX 减仓-$6,638.84万
MU 减仓-$5,936.32万
APP 减仓-$5,769.33万
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 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | $2.97亿 | 0.23% | 10,358,164 | 626,446 | 6.4% | $1,798.53万 | 加仓 |
| GM | GENERAL MTRS CO | $2.97亿 | 0.23% | 3,982,341 | 78,762 | 2.0% | $586.78万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2.94亿 | 0.22% | 1,482,495 | 71,513 | 5.1% | $1,418.03万 | 加仓 |
| SRE | SEMPRA | $2.92亿 | 0.22% | 3,006,032 | 179,033 | 6.3% | $1,739.66万 | 加仓 |
| ROST | ROSS STORES INC | $2.90亿 | 0.22% | 1,340,879 | 40,823 | 3.1% | $884.35万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2.87亿 | 0.22% | 371,551 | 10,563 | 2.9% | $816.14万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.84亿 | 0.22% | 2,868,864 | 72,214 | 2.6% | $715.28万 | 加仓 |
| ADBE | ADOBE INC | $2.82亿 | 0.21% | 1,159,447 | 78,063 | 7.2% | $1,897.56万 | 加仓 |
| EOG | EOG RES INC | $2.81亿 | 0.21% | 1,946,931 | 24,839 | 1.3% | $359.10万 | 加仓 |
| INTU | INTUIT | $2.79亿 | 0.21% | 644,856 | 18,893 | 3.0% | $816.90万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $2.79亿 | 0.21% | 588,758 | 5,573 | 1.0% | $263.74万 | 加仓 |
| SO | SOUTHERN CO | $2.78亿 | 0.21% | 2,878,867 | -21,483 | -0.7% | -$207.35万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.78亿 | 0.21% | 572,503 | 27,863 | 5.1% | $1,351.10万 | 加仓 |
| DHR | DANAHER CORP DEL | $2.77亿 | 0.21% | 1,460,744 | 7,658 | 0.5% | $145.20万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2.75亿 | 0.21% | 999,815 | 34,889 | 3.6% | $960.08万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.75亿 | 0.21% | 2,100,032 | -6,415 | -0.3% | -$84.00万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $2.73亿 | 0.21% | 2,087,169 | 29,178 | 1.4% | $382.06万 | 加仓 |
| NOW | SERVICENOW INC | $2.67亿 | 0.20% | 2,557,773 | 34,799 | 1.4% | $363.82万 | 加仓 |
| MDT | MEDTRONIC PLC | $2.67亿 | 0.20% | 3,079,528 | 97,117 | 3.3% | $841.52万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $2.66亿 | 0.20% | 2,241,816 | -34,330 | -1.5% | -$407.26万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $2.65亿 | 0.20% | 1,533,703 | -14,189 | -0.9% | -$244.87万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $2.64亿 | 0.20% | 1,449,109 | -42,498 | -2.8% | -$775.29万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $2.63亿 | 0.20% | 385,822 | 7,127 | 1.9% | $486.23万 | 加仓 |
| TMUS | T-MOBILE US INC | $2.61亿 | 0.20% | 1,244,289 | -79,663 | -6.0% | -$1,673.16万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2.57亿 | 0.20% | 1,295,398 | -38,914 | -2.9% | -$771.43万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2.56亿 | 0.19% | 1,949,424 | 5,572 | 0.3% | $73.04万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $2.54亿 | 0.19% | 739,736 | 363 | 0.0% | $12.46万 | 加仓 |
| SBUX | STARBUCKS CORP | $2.47亿 | 0.19% | 2,758,474 | 61,575 | 2.3% | $551.65万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $2.47亿 | 0.19% | 1,071,736 | -108,096 | -9.2% | -$2,491.18万 | 减仓 |
| CVS | CVS HEALTH CORP | $2.46亿 | 0.19% | 3,419,613 | 98,754 | 3.0% | $709.25万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.38亿 | 0.18% | 532,069 | 1,228 | 0.2% | $54.84万 | 加仓 |
| WMB | WILLIAMS COS INC | $2.34亿 | 0.18% | 3,217,009 | 64,137 | 2.0% | $466.79万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $2.32亿 | 0.18% | 796,642 | 25,090 | 3.3% | $731.83万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2.32亿 | 0.18% | 3,698,745 | -62,870 | -1.7% | -$394.51万 | 减仓 |
| SYK | STRYKER CORPORATION | $2.31亿 | 0.18% | 704,224 | -2,143 | -0.3% | -$70.42万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $2.31亿 | 0.18% | 2,343,090 | 267,280 | 12.9% | $2,629.50万 | 加仓 |
| FDX | FEDEX CORP | $2.29亿 | 0.17% | 642,261 | 18,990 | 3.0% | $676.39万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $2.27亿 | 0.17% | 3,857,582 | 308,744 | 8.7% | $1,814.80万 | 加仓 |
| CSX | CSX CORP | $2.27亿 | 0.17% | 5,522,420 | -83,328 | -1.5% | -$342.06万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $2.26亿 | 0.17% | 1,213,342 | -68,524 | -5.3% | -$1,278.18万 | 减仓 |
| MPC | MARATHON PETE CORP | $2.25亿 | 0.17% | 922,880 | 37,454 | 4.2% | $914.55万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $2.25亿 | 0.17% | 1,075,207 | -14,695 | -1.3% | -$307.15万 | 减仓 |
| CMI | CUMMINS INC | $2.23亿 | 0.17% | 414,469 | -1,920 | -0.5% | -$103.30万 | 减仓 |
| COR | CENCORA INC | $2.23亿 | 0.17% | 709,831 | -10,550 | -1.5% | -$331.42万 | 减仓 |
| APP | APPLOVIN CORP | $2.22亿 | 0.17% | 558,327 | -144,958 | -20.6% | -$5,769.33万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $2.21亿 | 0.17% | 792,048 | -16,020 | -2.0% | -$447.36万 | 减仓 |
| CME | CME GROUP INC | $2.18亿 | 0.17% | 737,902 | 64,812 | 9.6% | $1,914.22万 | 加仓 |
| MCO | MOODYS CORP | $2.18亿 | 0.17% | 499,293 | -15,084 | -2.9% | -$658.04万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $2.18亿 | 0.17% | 679,347 | -29,561 | -4.2% | -$947.58万 | 减仓 |
| WM | WASTE MGMT INC DEL | $2.17亿 | 0.17% | 946,263 | -567 | -0.1% | -$13.03万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $2.17亿 | 0.16% | 519,915 | -17,882 | -3.3% | -$745.21万 | 减仓 |
| CI | THE CIGNA GROUP | $2.10亿 | 0.16% | 785,531 | 55,779 | 7.6% | $1,487.90万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.10亿 | 0.16% | 753,960 | 2,037 | 0.3% | $56.60万 | 加仓 |
| USB | US BANCORP | $2.09亿 | 0.16% | 4,010,770 | 327,665 | 8.9% | $1,704.19万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.06亿 | 0.16% | 2,235,414 | 107,741 | 5.1% | $994.56万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $2.05亿 | 0.16% | 984,213 | 25,094 | 2.6% | $522.18万 | 加仓 |
| ECL | ECOLAB INC | $2.03亿 | 0.15% | 762,436 | -25,852 | -3.3% | -$687.71万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2.01亿 | 0.15% | 516,121 | 18,646 | 3.7% | $727.96万 | 加仓 |
| CRH | CRH PLC | $2.01亿 | 0.15% | 1,908,363 | -160,323 | -7.7% | -$1,685.32万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $2.01亿 | 0.15% | 613,190 | 8,454 | 1.4% | $276.50万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.99亿 | 0.15% | 979,905 | 68,578 | 7.5% | $1,393.37万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1.98亿 | 0.15% | 2,325,706 | -58,383 | -2.4% | -$497.60万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.98亿 | 0.15% | 456,364 | -11,891 | -2.5% | -$516.03万 | 减仓 |
| MMM | 3M CO | $1.97亿 | 0.15% | 1,353,376 | 19,415 | 1.5% | $281.96万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1.96亿 | 0.15% | 3,403,624 | -98,306 | -2.8% | -$566.64万 | 减仓 |
| ADSK | AUTODESK INC | $1.95亿 | 0.15% | 816,428 | 27,436 | 3.5% | $656.82万 | 加仓 |
| NET | CLOUDFLARE INC | $1.95亿 | 0.15% | 944,441 | -3,562 | -0.4% | -$73.50万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.92亿 | 0.15% | 629,898 | 6,276 | 1.0% | $190.84万 | 加仓 |
| MELI | MERCADOLIBRE | $1.88亿 | 0.14% | 108,797 | -4,738 | -4.2% | -$819.21万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.86亿 | 0.14% | 715,186 | 18,653 | 2.7% | $485.52万 | 加仓 |
| BX | BLACKSTONE INC | $1.84亿 | 0.14% | 1,600,728 | -18,655 | -1.2% | -$214.51万 | 减仓 |
| SNPS | SYNOPSYS INC | $1.83亿 | 0.14% | 461,388 | 11,378 | 2.5% | $451.11万 | 加仓 |
| EMR | EMERSON ELEC CO | $1.81亿 | 0.14% | 1,382,959 | 4,581 | 0.3% | $60.02万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1.80亿 | 0.14% | 6,562,430 | 728,867 | 12.5% | $2,001.47万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.78亿 | 0.14% | 1,133,887 | -19,699 | -1.7% | -$309.83万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1.75亿 | 0.13% | 615,503 | -13,253 | -2.1% | -$376.07万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.73亿 | 0.13% | 592,556 | 11,829 | 2.0% | $346.29万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1.71亿 | 0.13% | 868,770 | -240 | -0.0% | -$4.72万 | 减仓 |
| PWR | QUANTA SVCS INC | $1.57亿 | 0.12% | 286,057 | 20,063 | 7.5% | $1,101.50万 | 加仓 |
| TFC | TRUIST FINL CORP | $1.56亿 | 0.12% | 3,400,742 | 55,097 | 1.6% | $253.28万 | 加仓 |
| PCAR | PACCAR INC | $1.55亿 | 0.12% | 1,345,294 | -127,417 | -8.7% | -$1,471.67万 | 减仓 |
| AON | AON PLC | $1.53亿 | 0.12% | 475,543 | 3,043 | 0.6% | $98.22万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1.52亿 | 0.12% | 530,245 | -31,402 | -5.6% | -$901.24万 | 减仓 |
| CTAS | CINTAS CORP | $1.52亿 | 0.12% | 896,278 | -10,877 | -1.2% | -$183.97万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $1.51亿 | 0.12% | 2,185,873 | 215,412 | 10.9% | $1,492.81万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1.51亿 | 0.11% | 130,309 | -2,371 | -1.8% | -$274.79万 | 减仓 |
| NKE | NIKE INC | $1.50亿 | 0.11% | 2,841,410 | 31,261 | 1.1% | $165.12万 | 加仓 |
| AZO | AUTOZONE INC | $1.49亿 | 0.11% | 44,071 | -1,036 | -2.3% | -$349.94万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1.45亿 | 0.11% | 580,325 | -65,936 | -10.2% | -$1,652.22万 | 减仓 |
| VLO | VALERO ENERGY CORP | $1.34亿 | 0.10% | 544,066 | 55,345 | 11.3% | $1,367.46万 | 加仓 |
| SLB | SLB LIMITED | $1.32亿 | 0.10% | 2,576,371 | 424,689 | 19.7% | $2,182.48万 | 加仓 |
| KKR | KKR & CO INC | $1.28亿 | 0.10% | 1,384,566 | -136,694 | -9.0% | -$1,264.42万 | 减仓 |
| PSX | PHILLIPS 66 | $1.27亿 | 0.10% | 698,069 | 84,010 | 13.7% | $1,530.49万 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $1.23亿 | 0.09% | 2,762,617 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $1.20亿 | 0.09% | 732,548 | -71,435 | -8.9% | -$1,172.46万 | 减仓 |
| CIEN | CIENA CORP | $1.16亿 | 0.09% | 298,543 | 86,122 | 40.5% | $3,343.51万 | 加仓 |
| DASH | DOORDASH INC | $1.16亿 | 0.09% | 770,842 | 14,839 | 2.0% | $222.81万 | 加仓 |
| TGT | TARGET CORP | $1.14亿 | 0.09% | 941,782 | 55,344 | 6.2% | $670.77万 | 加仓 |
| F | FORD MTR CO | $1.12亿 | 0.08% | 9,683,482 | 1,311,357 | 15.7% | $1,513.31万 | 加仓 |
| ALL | ALLSTATE CORP | $1.09亿 | 0.08% | 527,511 | 75,949 | 16.8% | $1,574.73万 | 加仓 |