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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $101.71亿 | 6.56% | 50,834,621 | -439,562 | -0.9% | -$8,795.20万 | 减仓 |
| AAPL | APPLE INC | $91.20亿 | 5.88% | 31,517,924 | 498,222 | 1.6% | $1.44亿 | 加仓 |
| MSFT | MICROSOFT CORP | $56.85亿 | 3.67% | 15,239,745 | 322,336 | 2.2% | $1.20亿 | 加仓 |
| AMZN | AMAZON COM INC | $49.98亿 | 3.22% | 20,970,745 | 528,421 | 2.6% | $1.26亿 | 加仓 |
| GOOGL | ALPHABET INC | $46.81亿 | 3.02% | 13,098,297 | 304,920 | 2.4% | $1.09亿 | 加仓 |
| GOOG | ALPHABET INC | $37.28亿 | 2.40% | 10,550,690 | -62,122 | -0.6% | -$2,194.96万 | 减仓 |
| AVGO | BROADCOM INC | $36.31亿 | 2.34% | 9,612,865 | 230,159 | 2.5% | $8,694.26万 | 加仓 |
| PBUS | INVESCO EXCH TRADED FD TR II | $35.46亿 | 2.29% | 47,382,366 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $33.31亿 | 2.15% | 2,886,160 | 10,108 | 0.4% | $1,166.76万 | 加仓 |
| IVV | ISHARES TR | $30.85亿 | 1.99% | 4,119,355 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $27.32亿 | 1.76% | 4,850,873 | 155,422 | 3.3% | $8,754.77万 | 加仓 |
| TSLA | TESLA INC | $25.33亿 | 1.63% | 6,022,001 | 131,341 | 2.2% | $5,524.20万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.92亿 | 1.35% | 3,600,765 | 49,053 | 1.4% | $2,849.54万 | 加仓 |
| LLY | ELI LILLY & CO | $20.18亿 | 1.30% | 1,682,782 | 21,556 | 1.3% | $2,585.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $18.17亿 | 1.17% | 5,549,588 | 36,291 | 0.7% | $1,187.91万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $14.57亿 | 0.94% | 3,362,878 | -1,732 | -0.1% | -$75.05万 | 减仓 |
| AMAT | APPLIED MATLS INC | $14.19亿 | 0.91% | 1,962,051 | 9,763 | 0.5% | $705.86万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.04亿 | 0.91% | 2,804,925 | 72,317 | 2.6% | $3,618.67万 | 加仓 |
| INTC | INTEL CORP | $13.96亿 | 0.90% | 9,999,492 | -204,171 | -2.0% | -$2,850.84万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $13.27亿 | 0.86% | 5,226,968 | 67,484 | 1.3% | $1,713.89万 | 加仓 |
| — | EXXON MOBIL CORP | $13.21亿 | 0.85% | 9,664,021 | 166,268 | 1.8% | $2,273.22万 | 加仓 |
| V | VISA INC | $11.86亿 | 0.76% | 3,456,128 | 57,299 | 1.7% | $1,965.87万 | 加仓 |
| WMT | WALMART INC | $11.68亿 | 0.75% | 10,314,166 | 345,123 | 3.5% | $3,908.86万 | 加仓 |
| CSCO | CISCO SYS INC | $11.41亿 | 0.74% | 9,713,396 | 90,474 | 0.9% | $1,062.71万 | 加仓 |
| KLAC | KLA CORP | $10.97亿 | 0.71% | 3,634,859 | -2,151 | -0.1% | -$64.90万 | 减仓 |
| CAT | CATERPILLAR INC | $10.76亿 | 0.69% | 1,010,122 | 21,406 | 2.2% | $2,279.52万 | 加仓 |
| ABBV | ABBVIE INC | $10.09亿 | 0.65% | 4,009,573 | 59,876 | 1.5% | $1,506.72万 | 加仓 |
| GE | GE AEROSPACE | $9.10亿 | 0.59% | 2,436,124 | 45,416 | 1.9% | $1,697.33万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $9.04亿 | 0.58% | 966,727 | 33,151 | 3.6% | $3,101.18万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $8.87亿 | 0.57% | 1,727,014 | 5,551 | 0.3% | $285.10万 | 加仓 |
| BAC | BANK OF AMER CORP | $8.85亿 | 0.57% | 15,536,432 | 46,375 | 0.3% | $264.24万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $8.82亿 | 0.57% | 1,380,902 | -57,060 | -4.0% | -$3,644.54万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $8.33亿 | 0.54% | 2,796,524 | -72,340 | -2.5% | -$2,154.94万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $8.27亿 | 0.53% | 5,639,311 | 167,621 | 3.1% | $2,457.99万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $8.19亿 | 0.53% | 1,970,332 | 23,027 | 1.2% | $957.07万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $8.05亿 | 0.52% | 834,705 | 6,944 | 0.8% | $670.10万 | 加仓 |
| HD | HOME DEPOT INC | $7.91亿 | 0.51% | 2,243,280 | 53,737 | 2.5% | $1,895.20万 | 加仓 |
| KO | COCA COLA CO | $7.60亿 | 0.49% | 9,350,248 | 62,470 | 0.7% | $507.69万 | 加仓 |
| TGRW | T ROWE PRICE EXCHANGE-TRADED | $7.55亿 | 0.49% | 15,814,477 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $7.50亿 | 0.48% | 4,525,852 | 46,519 | 1.0% | $771.10万 | 加仓 |
| MRK | MERCK & CO INC | $7.44亿 | 0.48% | 5,791,782 | 29,696 | 0.5% | $381.59万 | 加仓 |
| NFLX | NETFLIX INC. | $6.94亿 | 0.45% | 9,718,007 | 262,088 | 2.8% | $1,871.31万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $6.78亿 | 0.44% | 670,463 | -4,374 | -0.6% | -$442.37万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $6.75亿 | 0.44% | 3,732,937 | 120,021 | 3.3% | $2,171.30万 | 加仓 |
| INFO | HARBOR ETF TRUST | $6.68亿 | 0.43% | 24,565,625 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $6.67亿 | 0.43% | 1,955,902 | -195,431 | -9.1% | -$6,664.59万 | 减仓 |
| GEV | GE VERNOVA INC | $6.63亿 | 0.43% | 564,585 | 16,218 | 3.0% | $1,905.39万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $6.61亿 | 0.43% | 2,349,975 | 64,858 | 2.8% | $1,823.87万 | 加仓 |
| TXN | TEXAS INSTRS INC | $6.32亿 | 0.41% | 2,120,680 | 19,158 | 0.9% | $571.04万 | 加仓 |
| LSVD | ADVISORS INNER CIRCLE FD | $6.27亿 | 0.40% | 18,162,000 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $6.24亿 | 0.40% | 1,201,908 | 2,253 | 0.2% | $116.92万 | 加仓 |
| MS | MORGAN STANLEY | $6.19亿 | 0.40% | 2,960,629 | 8,212 | 0.3% | $171.66万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6.11亿 | 0.39% | 5,233,929 | 49,905 | 1.0% | $582.24万 | 加仓 |
| WFC | WELLS FARGO & CO | $6.06亿 | 0.39% | 7,327,199 | 4,635 | 0.1% | $38.30万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $5.98亿 | 0.39% | 3,500,000 | 3,500,000 | — | $5.98亿 | 新建仓 |
| APH | AMPHENOL CORP | $5.96亿 | 0.38% | 3,378,080 | 53,454 | 1.6% | $942.50万 | 加仓 |
| ORCL | ORACLE CORP | $5.68亿 | 0.37% | 3,874,480 | 100,036 | 2.7% | $1,466.03万 | 加仓 |
| ADI | ANALOG DEVICES INC | $5.57亿 | 0.36% | 1,402,309 | -799 | -0.1% | -$31.73万 | 减仓 |
| RTX | RTX CORPORATION | $5.56亿 | 0.36% | 2,929,485 | 101,496 | 3.6% | $1,925.68万 | 加仓 |
| C | CITIGROUP INC | $5.54亿 | 0.36% | 3,959,126 | -91,981 | -2.3% | -$1,287.37万 | 减仓 |
| GLW | CORNING INC | $5.43亿 | 0.35% | 2,124,412 | -68,698 | -3.1% | -$1,754.75万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $5.21亿 | 0.34% | 3,068,874 | 57,390 | 1.9% | $974.94万 | 加仓 |
| EWP | ISHARES INC | $4.81亿 | 0.31% | 8,092,278 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $4.75亿 | 0.31% | 2,571,530 | 19,095 | 0.7% | $352.86万 | 加仓 |
| AMGN | AMGEN INC | $4.66亿 | 0.30% | 1,286,149 | 12,260 | 1.0% | $443.96万 | 加仓 |
| WELL | WELLTOWER INC | $4.57亿 | 0.29% | 2,015,067 | 62,043 | 3.2% | $1,408.19万 | 加仓 |
| PEP | PEPSICO INC | $4.56亿 | 0.29% | 3,368,195 | 137,186 | 4.2% | $1,857.50万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $4.55亿 | 0.29% | 5,186,827 | 89,308 | 1.8% | $783.86万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4.54亿 | 0.29% | 10,714,909 | 129,613 | 1.2% | $548.78万 | 加仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $4.52亿 | 0.29% | 9,513,375 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $4.48亿 | 0.29% | 1,658,379 | 43,114 | 2.7% | $1,165.41万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4.22亿 | 0.27% | 841,947 | 12,295 | 1.5% | $616.42万 | 加仓 |
| DIS | DISNEY WALT CO | $4.17亿 | 0.27% | 4,337,598 | 104,339 | 2.5% | $1,004.26万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $4.16亿 | 0.27% | 4,513,138 | 29,028 | 0.6% | $267.84万 | 加仓 |
| TJX | TJX COS INC NEW | $4.07亿 | 0.26% | 2,686,071 | 41,029 | 1.6% | $621.59万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $4.03亿 | 0.26% | 1,191,145 | 9,873 | 0.8% | $333.95万 | 加仓 |
| DE | DEERE & CO | $4.02亿 | 0.26% | 634,248 | 2,816 | 0.4% | $178.63万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3.96亿 | 0.26% | 519,230 | 3,109 | 0.6% | $237.26万 | 加仓 |
| CB | CHUBB LIMITED | $3.91亿 | 0.25% | 1,148,011 | -13,190 | -1.1% | -$449.44万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $3.87亿 | 0.25% | 3,062,393 | 40,925 | 1.4% | $517.05万 | 加仓 |
| PLD | PROLOGIS INC. | $3.84亿 | 0.25% | 2,832,204 | 29,124 | 1.0% | $394.54万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $3.82亿 | 0.25% | 4,208,467 | 114,105 | 2.8% | $1,035.39万 | 加仓 |
| UNP | UNION PAC CORP | $3.77亿 | 0.24% | 1,386,156 | 38,296 | 2.8% | $1,041.65万 | 加仓 |
| T | AT&T INC | $3.69亿 | 0.24% | 17,847,086 | 442,283 | 2.5% | $915.53万 | 加仓 |
| ETN | EATON CORP PLC | $3.68亿 | 0.24% | 864,731 | 29,436 | 3.5% | $1,254.33万 | 加仓 |
| BA | BOEING CO | $3.61亿 | 0.23% | 1,666,045 | 17,061 | 1.0% | $369.32万 | 加仓 |
| MO | ALTRIA GROUP INC | $3.60亿 | 0.23% | 4,998,800 | 134,828 | 2.8% | $970.09万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $3.59亿 | 0.23% | 2,016,221 | 58,871 | 3.0% | $1,049.32万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $3.59亿 | 0.23% | 367,138 | 10,590 | 3.0% | $1,035.83万 | 加仓 |
| CVS | CVS HEALTH CORP | $3.52亿 | 0.23% | 3,404,216 | -15,397 | -0.5% | -$159.28万 | 减仓 |
| PFE | PFIZER INC | $3.50亿 | 0.23% | 14,530,439 | 181,151 | 1.3% | $436.21万 | 加仓 |
| COP | CONOCOPHILLIPS | $3.42亿 | 0.22% | 3,291,731 | 74,781 | 2.3% | $777.42万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $3.31亿 | 0.21% | 650,340 | 15,807 | 2.5% | $805.30万 | 加仓 |
| EQIX | EQUINIX INC | $3.31亿 | 0.21% | 317,816 | -1,434 | -0.4% | -$149.48万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $3.29亿 | 0.21% | 4,555,765 | -17,311 | -0.4% | -$124.92万 | 减仓 |
| NEM | NEWMONT CORP | $3.29亿 | 0.21% | 3,518,181 | 44,258 | 1.3% | $413.37万 | 加仓 |
| CRM | SALESFORCE INC | $3.22亿 | 0.21% | 2,057,099 | -106,284 | -4.9% | -$1,665.05万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $3.22亿 | 0.21% | 1,014,363 | 14,548 | 1.5% | $461.94万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $3.21亿 | 0.21% | 2,223,062 | -18,754 | -0.8% | -$271.20万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3.21亿 | 0.21% | 5,578,135 | 46,936 | 0.8% | $270.45万 | 加仓 |