National Pension Service
JEONJU-SI, JEOLLABUK-DO M5 · SEC CIK 0001608046
$1,550.80亿2026Q2 申报市值
552持仓数
33.5%前十大占比 · 第一大 6.6%
13 / 27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+$5.98亿
HONA 新建仓+$1.66亿
AAPL 加仓+$1.44亿
AMZN 加仓+$1.26亿
MSFT 加仓+$1.20亿
2026Q2 卖出最多 按季末市值估算
HON 减仓-$1.59亿
NVDA 减仓-$8,795.20万
CCL 清仓-$7,687.16万
PANW 减仓-$6,664.59万
P 减仓-$4,363.69万
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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC | $3.15亿 | 0.20% | 327,771 | 6,675 | 2.1% | $641.84万 | 加仓 |
| MCK | MCKESSON CORP | $3.08亿 | 0.20% | 407,092 | 10,878 | 2.7% | $821.94万 | 加仓 |
| GM | GENERAL MTRS CO | $3.07亿 | 0.20% | 3,984,958 | 2,617 | 0.1% | $20.17万 | 加仓 |
| LOW | LOWES COS INC | $3.06亿 | 0.20% | 1,387,918 | 37,378 | 2.8% | $824.15万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $3.05亿 | 0.20% | 2,087,747 | -12,285 | -0.6% | -$179.50万 | 减仓 |
| APP | APPLOVIN CORP | $3.02亿 | 0.19% | 586,028 | 27,701 | 5.0% | $1,427.24万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $2.99亿 | 0.19% | 1,111,079 | 39,343 | 3.7% | $1,057.78万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2.98亿 | 0.19% | 749,814 | 22,372 | 3.1% | $889.69万 | 加仓 |
| SPGI | S&P GLOBAL INC | $2.98亿 | 0.19% | 732,083 | 7,258 | 1.0% | $295.59万 | 加仓 |
| CMI | CUMMINS INC | $2.97亿 | 0.19% | 416,179 | 1,710 | 0.4% | $121.96万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $2.95亿 | 0.19% | 1,472,473 | 23,364 | 1.6% | $468.73万 | 加仓 |
| PGR | PROGRESSIVE CORP | $2.92亿 | 0.19% | 1,336,735 | 41,337 | 3.2% | $903.01万 | 加仓 |
| DHR | DANAHER CORP DEL | $2.86亿 | 0.18% | 1,500,949 | 40,205 | 2.8% | $765.82万 | 加仓 |
| SBUX | STARBUCKS CORP | $2.86亿 | 0.18% | 2,795,886 | 37,412 | 1.4% | $382.31万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.86亿 | 0.18% | 760,715 | 6,755 | 0.9% | $253.53万 | 加仓 |
| ROST | ROSS STORES INC | $2.84亿 | 0.18% | 1,335,942 | -4,937 | -0.4% | -$105.08万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $2.82亿 | 0.18% | 653,939 | -78,609 | -10.7% | -$3,391.66万 | 减仓 |
| SO | SOUTHERN CO | $2.81亿 | 0.18% | 2,932,978 | 54,111 | 1.9% | $517.90万 | 加仓 |
| SRE | SEMPRA | $2.80亿 | 0.18% | 3,020,337 | 14,305 | 0.5% | $132.62万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.78亿 | 0.18% | 605,199 | 32,696 | 5.7% | $1,501.17万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $2.74亿 | 0.18% | 1,223,015 | 9,673 | 0.8% | $216.34万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2.70亿 | 0.17% | 1,970,769 | 21,345 | 1.1% | $292.02万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2.69亿 | 0.17% | 2,124,004 | 36,835 | 1.8% | $466.26万 | 加仓 |
| NOW | SERVICENOW INC | $2.69亿 | 0.17% | 2,705,240 | 147,467 | 5.8% | $1,464.05万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.68亿 | 0.17% | 539,530 | 7,461 | 1.4% | $370.61万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $2.68亿 | 0.17% | 756,122 | 16,386 | 2.2% | $580.46万 | 加仓 |
| CSX | CSX CORP | $2.65亿 | 0.17% | 5,567,393 | 44,973 | 0.8% | $213.76万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $2.63亿 | 0.17% | 796,867 | 225 | 0.0% | $7.43万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2.62亿 | 0.17% | 532,856 | 12,941 | 2.5% | $635.61万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $2.60亿 | 0.17% | 10,585,616 | 227,452 | 2.2% | $558.39万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $2.56亿 | 0.16% | 2,379,189 | 36,099 | 1.5% | $388.06万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $2.54亿 | 0.16% | 1,551,870 | 18,167 | 1.2% | $297.16万 | 加仓 |
| EOG | EOG RES INC | $2.54亿 | 0.16% | 1,956,669 | 9,738 | 0.5% | $126.33万 | 加仓 |
| MDT | MEDTRONIC PLC | $2.47亿 | 0.16% | 3,162,805 | 83,277 | 2.7% | $651.48万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $2.47亿 | 0.16% | 1,001,729 | 17,516 | 1.8% | $431.28万 | 加仓 |
| USB | US BANCORP | $2.46亿 | 0.16% | 4,073,695 | 62,925 | 1.6% | $380.07万 | 加仓 |
| ADBE | ADOBE INC | $2.46亿 | 0.16% | 1,199,301 | 39,854 | 3.4% | $817.09万 | 加仓 |
| WMB | WILLIAMS COS INC | $2.46亿 | 0.16% | 3,306,019 | 89,010 | 2.8% | $661.70万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $2.44亿 | 0.16% | 868,419 | -351 | -0.0% | -$9.86万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $2.41亿 | 0.16% | 3,829,627 | -27,955 | -0.7% | -$175.81万 | 减仓 |
| MPC | MARATHON PETE CORP | $2.37亿 | 0.15% | 928,506 | 5,626 | 0.6% | $143.84万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2.37亿 | 0.15% | 379,815 | 8,264 | 2.2% | $515.29万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $2.36亿 | 0.15% | 685,433 | 6,086 | 0.9% | $209.55万 | 加仓 |
| NET | CLOUDFLARE INC | $2.35亿 | 0.15% | 959,987 | 15,546 | 1.6% | $381.31万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2.31亿 | 0.15% | 1,031,288 | 51,383 | 5.2% | $1,150.72万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $2.31亿 | 0.15% | 591,578 | 2,820 | 0.5% | $109.95万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2.30亿 | 0.15% | 2,298,238 | 112,365 | 5.1% | $1,126.80万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2.28亿 | 0.15% | 589,713 | -2,843 | -0.5% | -$109.95万 | 减仓 |
| SYK | STRYKER CORPORATION | $2.27亿 | 0.15% | 721,186 | 16,962 | 2.4% | $534.03万 | 加仓 |
| MMM | 3M CO | $2.27亿 | 0.15% | 1,401,543 | 48,167 | 3.6% | $779.87万 | 加仓 |
| MCO | MOODYS CORP | $2.27亿 | 0.15% | 500,927 | 1,634 | 0.3% | $74.01万 | 加仓 |
| PWR | QUANTA SVCS INC | $2.25亿 | 0.14% | 311,932 | 25,875 | 9.0% | $1,863.10万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $2.24亿 | 0.14% | 605,560 | -7,630 | -1.2% | -$282.76万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $2.22亿 | 0.14% | 1,102,295 | 27,088 | 2.5% | $546.12万 | 加仓 |
| WM | WASTE MGMT INC DEL | $2.20亿 | 0.14% | 987,238 | 40,975 | 4.3% | $913.25万 | 加仓 |
| CI | THE CIGNA GROUP | $2.19亿 | 0.14% | 794,211 | 8,680 | 1.1% | $239.29万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $2.19亿 | 0.14% | 2,384,794 | 59,088 | 2.5% | $541.72万 | 加仓 |
| CRH | CRH PLC | $2.16亿 | 0.14% | 2,020,187 | 111,824 | 5.9% | $1,196.52万 | 加仓 |
| ECL | ECOLAB INC | $2.14亿 | 0.14% | 768,265 | 5,829 | 0.8% | $162.40万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2.14亿 | 0.14% | 638,968 | 58,643 | 10.1% | $1,963.48万 | 加仓 |
| TMUS | T-MOBILE US INC | $2.13亿 | 0.14% | 1,272,702 | 28,413 | 2.3% | $476.57万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.10亿 | 0.14% | 2,279,184 | 43,770 | 2.0% | $403.08万 | 加仓 |
| SNPS | SYNOPSYS INC | $2.10亿 | 0.14% | 470,136 | 8,748 | 1.9% | $390.22万 | 加仓 |
| COR | CENCORA INC | $2.09亿 | 0.13% | 737,713 | 27,882 | 3.9% | $789.00万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2.07亿 | 0.13% | 627,361 | -2,537 | -0.4% | -$83.84万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $2.06亿 | 0.13% | 829,368 | 37,320 | 4.7% | $926.92万 | 加仓 |
| EMR | EMERSON ELEC CO | $2.05亿 | 0.13% | 1,435,028 | 52,069 | 3.8% | $745.37万 | 加仓 |
| FDX | FEDEX CORP | $2.02亿 | 0.13% | 645,486 | 3,225 | 0.5% | $100.98万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $2.02亿 | 0.13% | 396,442 | 10,620 | 2.8% | $540.89万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $2.00亿 | 0.13% | 3,464,597 | 60,973 | 1.8% | $352.67万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.98亿 | 0.13% | 733,107 | 17,921 | 2.5% | $484.71万 | 加仓 |
| MELI | MERCADOLIBRE | $1.97亿 | 0.13% | 116,125 | 7,328 | 6.7% | $1,243.85万 | 加仓 |
| BX | BLACKSTONE INC | $1.97亿 | 0.13% | 1,671,137 | 70,409 | 4.4% | $828.50万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1.95亿 | 0.13% | 1,564,857 | 82,362 | 5.6% | $1,024.91万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.93亿 | 0.12% | 464,753 | 8,389 | 1.8% | $348.39万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.88亿 | 0.12% | 1,128,564 | -12,203 | -1.1% | -$203.39万 | 重新持有 |
| INTU | INTUIT | $1.83亿 | 0.12% | 700,231 | 55,375 | 8.6% | $1,445.29万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1.81亿 | 0.12% | 6,792,065 | 229,635 | 3.5% | $612.21万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1.80亿 | 0.12% | 135,233 | 4,924 | 3.8% | $655.90万 | 加仓 |
| SNOW | SNOWFLAKE INC | $1.76亿 | 0.11% | 690,349 | 21,915 | 3.3% | $557.74万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1.72亿 | 0.11% | 548,054 | 17,809 | 3.4% | $560.25万 | 加仓 |
| TFC | TRUIST FINL CORP | $1.71亿 | 0.11% | 3,426,158 | 25,416 | 0.7% | $126.62万 | 加仓 |
| CME | CME GROUP INC | $1.70亿 | 0.11% | 770,671 | 32,769 | 4.4% | $723.64万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.69亿 | 0.11% | 3,959,598 | 260,853 | 7.1% | $1,113.32万 | 加仓 |
| PCAR | PACCAR INC | $1.68亿 | 0.11% | 1,400,624 | 55,330 | 4.1% | $664.62万 | 加仓 |
| HON | HONEYWELL INTL INC | $1.68亿 | 0.11% | 750,586 | -708,552 | -48.6% | -$1.59亿 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $1.66亿 | 0.11% | 750,586 | 750,586 | — | $1.66亿 | 新建仓 |
| ADSK | AUTODESK INC | $1.65亿 | 0.11% | 849,876 | 33,448 | 4.1% | $650.30万 | 加仓 |
| AON | AON PLC | $1.61亿 | 0.10% | 484,892 | 9,349 | 2.0% | $310.10万 | 加仓 |
| FTNT | FORTINET INC | $1.57亿 | 0.10% | 1,020,902 | -72,124 | -6.6% | -$1,107.97万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1.55亿 | 0.10% | 3,442,519 | -221,930 | -6.1% | -$1,001.13万 | 减仓 |
| CTAS | CINTAS CORP | $1.54亿 | 0.10% | 903,248 | 6,970 | 0.8% | $118.55万 | 加仓 |
| DASH | DOORDASH INC | $1.49亿 | 0.10% | 807,219 | 36,377 | 4.7% | $671.26万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.47亿 | 0.09% | 616,313 | 810 | 0.1% | $19.36万 | 加仓 |
| AZO | AUTOZONE INC | $1.46亿 | 0.09% | 45,649 | 1,578 | 3.6% | $504.32万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.44亿 | 0.09% | 1,173,317 | 39,430 | 3.5% | $485.42万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1.43亿 | 0.09% | 549,675 | 5,609 | 1.0% | $146.08万 | 加仓 |
| F | FORD MTR CO | $1.38亿 | 0.09% | 9,949,526 | 266,044 | 2.7% | $369.80万 | 加仓 |
| TER | TERADYNE INC | $1.37亿 | 0.09% | 282,335 | -41,383 | -12.8% | -$2,002.28万 | 减仓 |
| BE | BLOOM ENERGY CORP | $1.36亿 | 0.09% | 449,125 | -33,519 | -6.9% | -$1,014.62万 | 减仓 |