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 |
|---|---|---|---|---|---|---|---|---|
| CHTR | CHARTER COMMUNICATIONS INC | $2,203.00万 | 0.01% | 154,912 | -8,653 | -5.3% | -$123.05万 | 减仓 |
| AMCR | AMCOR PLC | $2,191.45万 | 0.01% | 505,524 | 6,297 | 1.3% | $27.30万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $2,123.13万 | 0.01% | 152,644 | -250,299 | -62.1% | -$3,481.41万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $1,747.85万 | 0.01% | 378,405 | 18,593 | 5.2% | $85.88万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,716.95万 | 0.01% | 199,437 | 6,199 | 3.2% | $53.37万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $1,708.45万 | 0.01% | 165,917 | -177,759 | -51.7% | -$1,830.38万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1,673.44万 | 0.01% | 30,885 | -2,208 | -6.7% | -$119.64万 | 减仓 |
| NU | NU HLDGS LTD | $1,637.50万 | 0.01% | 1,225,677 | 353,752 | 40.6% | $472.61万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,612.20万 | 0.01% | 414,660 | -669,826 | -61.8% | -$2,604.28万 | 减仓 |
| TSN | TYSON FOODS INC | $1,599.78万 | 0.01% | 279,438 | -142 | -0.1% | -$8,130 | 减仓 |
| ULTA | ULTA BEAUTY INC | $1,526.93万 | 0.01% | 33,858 | -73,695 | -68.5% | -$3,323.50万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1,469.67万 | 0.01% | 50,778 | 2,397 | 5.0% | $69.38万 | 加仓 |
| PDD | PDD HOLDINGS INC | $1,459.81万 | 0.01% | 191,375 | -18,780 | -8.9% | -$143.25万 | 减仓 |
| KEY | KEYCORP | $1,446.96万 | 0.01% | 627,750 | 13,539 | 2.2% | $31.21万 | 加仓 |
| TXT | TEXTRON INC | $1,434.27万 | 0.01% | 156,358 | 8,954 | 6.1% | $82.14万 | 加仓 |
| GIS | GENERAL MILLS INC | $1,428.89万 | 0.01% | 410,600 | -845,671 | -67.3% | -$2,942.94万 | 减仓 |
| SNA | SNAP ON INC | $1,382.69万 | 0.01% | 34,361 | 1,706 | 5.2% | $68.65万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,313.03万 | 0.01% | 80,564 | -10,177 | -11.2% | -$165.86万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $1,208.20万 | 0.01% | 43,150 | -146,486 | -77.2% | -$4,101.61万 | 减仓 |
| FTV | FORTIVE CORP | $1,164.91万 | 0.01% | 190,688 | -23,845 | -11.1% | -$145.67万 | 减仓 |
| KHC | KRAFT HEINZ CO | $1,153.74万 | 0.01% | 488,460 | 28,369 | 6.2% | $67.01万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $1,141.10万 | 0.01% | 114,926 | 3,173 | 2.8% | $31.50万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,034.95万 | 0.01% | 54,951 | -1,765 | -3.1% | -$33.24万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $976.39万 | 0.01% | 46,067 | -1,048 | -2.2% | -$22.21万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $959.47万 | 0.01% | 70,060 | -151,071 | -68.3% | -$2,068.92万 | 减仓 |
| BALL | BALL CORP | $951.76万 | 0.01% | 152,525 | 16,844 | 12.4% | $105.11万 | 加仓 |
| L | LOEWS CORP | $871.52万 | 0.01% | 76,983 | 8,438 | 12.3% | $95.53万 | 加仓 |
| NVR | NVR INC | $865.30万 | 0.01% | 1,270 | 322 | 34.0% | $219.39万 | 加仓 |
| BAP | CREDICORP LTD | $677.79万 | 0.00% | 17,398 | 491 | 2.9% | $19.13万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $657.58万 | 0.00% | 60,741 | -10,029 | -14.2% | -$108.57万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $653.48万 | 0.00% | 65,302 | 12,468 | 23.6% | $124.77万 | 加仓 |
| VLTO | VERALTO CORP | $645.75万 | 0.00% | 72,818 | -377,208 | -83.8% | -$3,345.08万 | 减仓 |
| GEN | GEN DIGITAL INC | $642.09万 | 0.00% | 257,971 | 185,219 | 254.6% | $461.01万 | 加仓 |
| STE | STERIS PLC | $636.26万 | 0.00% | 30,216 | -156,097 | -83.8% | -$3,286.93万 | 减仓 |
| DAL | DELTA AIR LINES INC | $625.77万 | 0.00% | 66,813 | 11,279 | 20.3% | $105.64万 | 加仓 |
| OKTA | OKTA INC | $598.92万 | 0.00% | 43,893 | 8,257 | 23.2% | $112.67万 | 加仓 |
| BBY | BEST BUY INC | $598.40万 | 0.00% | 78,861 | -9,478 | -10.7% | -$71.92万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $595.38万 | 0.00% | 43,781 | 13,585 | 45.0% | $184.74万 | 加仓 |
| FFIV | F5 INC | $586.13万 | 0.00% | 14,091 | 1,341 | 10.5% | $55.78万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $543.71万 | 0.00% | 117,534 | 22,427 | 23.6% | $103.75万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $532.64万 | 0.00% | 67,466 | -373,124 | -84.7% | -$2,945.81万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $529.08万 | 0.00% | 112,189 | 85,106 | 314.2% | $401.36万 | 加仓 |
| MKL | MARKEL GROUP INC | $502.51万 | 0.00% | 2,573 | -18,054 | -87.5% | -$3,525.96万 | 减仓 |
| MAS | MASCO CORP | $498.68万 | 0.00% | 61,285 | 1,317 | 2.2% | $10.72万 | 加仓 |
| INCY | INCYTE CORP | $484.40万 | 0.00% | 42,731 | -34,758 | -44.9% | -$394.02万 | 减仓 |
| PTC | PTC INC | $463.53万 | 0.00% | 40,800 | 10,231 | 33.5% | $116.23万 | 加仓 |
| P | EVERPURE INC | $439.96万 | 0.00% | 55,840 | -553,838 | -90.8% | -$4,363.69万 | 减仓 |
| RDDT | REDDIT INC | $435.25万 | 0.00% | 25,075 | -183,956 | -88.0% | -$3,193.11万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $428.77万 | 0.00% | 102,774 | 40,405 | 64.8% | $168.57万 | 加仓 |
| RKT | ROCKET COS INC | $428.37万 | 0.00% | 271,984 | 96,061 | 54.6% | $151.30万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $414.11万 | 0.00% | 23,764 | -150 | -0.6% | -$2.61万 | 减仓 |
| — | OCCIDENTAL PETE CORP | $399.87万 | 0.00% | 150,159 | 150,159 | — | $399.87万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $395.16万 | 0.00% | 29,133 | 3,022 | 11.6% | $40.99万 | 加仓 |
| IONQ | IONQ INC | $390.80万 | 0.00% | 73,376 | 73,376 | — | $390.80万 | 新建仓 |
| APTV | APTIV PLC | $389.87万 | 0.00% | 63,517 | 10,100 | 18.9% | $61.99万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $386.23万 | 0.00% | 49,650 | -243,031 | -83.0% | -$1,890.54万 | 减仓 |
| FOXA | FOX CORP | $374.82万 | 0.00% | 71,860 | 24,154 | 50.6% | $125.99万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $374.66万 | 0.00% | 91,672 | -4,967 | -5.1% | -$20.30万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $368.84万 | 0.00% | 8,428 | -8,121 | -49.1% | -$355.41万 | 减仓 |
| WRB | BERKLEY W R CORP | $363.49万 | 0.00% | 51,537 | 23,122 | 81.4% | $163.08万 | 加仓 |
| NI | NISOURCE INC | $352.61万 | 0.00% | 74,156 | 30,098 | 68.3% | $143.12万 | 加仓 |
| XP | XP INC | $337.72万 | 0.00% | 207,699 | 100,677 | 94.1% | $163.70万 | 加仓 |
| BG | BUNGE GLOBAL SA | $335.78万 | 0.00% | 31,461 | 22,904 | 267.7% | $244.45万 | 加仓 |
| CDW | CDW CORP | $327.41万 | 0.00% | 23,280 | -4,061 | -14.9% | -$57.11万 | 减仓 |
| CMS | CMS ENERGY CORP | $323.26万 | 0.00% | 42,256 | 17,290 | 69.3% | $132.27万 | 加仓 |
| EG | EVEREST GROUP LTD | $321.76万 | 0.00% | 9,007 | 4,090 | 83.2% | $146.11万 | 加仓 |
| BURL | BURLINGTON STORES INC | $321.55万 | 0.00% | 10,150 | 5,420 | 114.6% | $171.71万 | 加仓 |
| NDSN | NORDSON CORP | $313.24万 | 0.00% | 10,383 | 2,113 | 25.6% | $63.75万 | 加仓 |
| CLX | CLOROX CO DEL | $303.76万 | 0.00% | 31,827 | 7,291 | 29.7% | $69.59万 | 加仓 |
| SUI | SUN CMNTYS INC | $302.60万 | 0.00% | 25,236 | 15,678 | 164.0% | $187.99万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $299.47万 | 0.00% | 30,911 | 12,463 | 67.6% | $120.74万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $292.91万 | 0.00% | 99,868 | 65,632 | 191.7% | $192.50万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $291.42万 | 0.00% | 36,786 | -24,017 | -39.5% | -$190.26万 | 减仓 |
| CPAY | CORPAY INC | $290.31万 | 0.00% | 8,711 | 2,894 | 49.8% | $96.45万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $285.77万 | 0.00% | 37,458 | 17,961 | 92.1% | $137.02万 | 加仓 |
| HEI | HEICO CORP NEW | $284.67万 | 0.00% | 7,992 | 1,458 | 22.3% | $51.93万 | 加仓 |
| INSM | INSMED INC | $284.44万 | 0.00% | 26,678 | -285,203 | -91.4% | -$3,040.83万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $284.41万 | 0.00% | 45,836 | 5,469 | 13.5% | $33.94万 | 加仓 |
| CNH | CNH INDL N V | $275.39万 | 0.00% | 245,226 | -92,282 | -27.3% | -$103.63万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $274.88万 | 0.00% | 16,310 | -15,042 | -48.0% | -$253.51万 | 减仓 |
| PODD | INSULET CORP | $273.53万 | 0.00% | 17,966 | -2,404 | -11.8% | -$36.60万 | 减仓 |
| CSL | CARLISLE COS INC | $271.55万 | 0.00% | 7,486 | -731 | -8.9% | -$26.52万 | 减仓 |
| IOT | SAMSARA INC | $265.34万 | 0.00% | 81,819 | -10,585 | -11.5% | -$34.33万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $264.73万 | 0.00% | 38,971 | -606,046 | -94.0% | -$4,116.87万 | 减仓 |
| FOX | FOX CORP | $262.53万 | 0.00% | 56,048 | 20,157 | 56.2% | $94.42万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $248.47万 | 0.00% | 19,720 | 5,187 | 35.7% | $65.36万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $240.31万 | 0.00% | 76,022 | -834,064 | -91.6% | -$2,636.48万 | 减仓 |
| TRU | TRANSUNION | $236.55万 | 0.00% | 32,791 | 20,860 | 174.8% | $150.48万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $234.25万 | 0.00% | 44,492 | -23,692 | -34.7% | -$124.74万 | 减仓 |
| ZS | ZSCALER INC | $232.90万 | 0.00% | 16,500 | -165,405 | -90.9% | -$2,334.69万 | 减仓 |
| EFX | EQUIFAX INC | $232.86万 | 0.00% | 14,671 | -179,745 | -92.5% | -$2,852.91万 | 减仓 |
| TW | TRADEWEB MKTS INC | $230.48万 | 0.00% | 23,127 | 9,805 | 73.6% | $97.72万 | 加仓 |
| RS | RELIANCE INC | $221.32万 | 0.00% | 5,924 | -3,571 | -37.6% | -$133.41万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $221.00万 | 0.00% | 10,000 | 10,000 | — | $221.00万 | 新建仓 |
| IEX | IDEX CORP | $216.60万 | 0.00% | 9,544 | 691 | 7.8% | $15.68万 | 加仓 |
| GGG | GRACO INC | $216.02万 | 0.00% | 28,570 | 8,527 | 42.5% | $64.47万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $215.35万 | 0.00% | 24,235 | 11,536 | 90.8% | $102.51万 | 加仓 |
| WY | WEYERHAEUSER CO | $210.95万 | 0.00% | 88,117 | 43,592 | 97.9% | $104.36万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $210.29万 | 0.00% | 25,787 | -7,598 | -22.8% | -$61.96万 | 减仓 |
| BRO | BROWN & BROWN INC | $208.25万 | 0.00% | 32,463 | -470,131 | -93.5% | -$3,015.89万 | 减仓 |