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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
报告期 2026-03-31 · CIK 0001705339
持仓数
3,122
前50大市值合计
$33.28B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 23
增持 95
减持 29
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
OKLO
OKLO INC
+$561.4M
7,102,234
+72%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$349.0M
5,168,409
+19%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$319.3M
6,955,810
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+36%
建仓
WES
WESTERN MIDSTREAM PARTNERS L
+$300.3M
7,642,081
增持
CDE
COEUR MNG INC
+$292.5M
23,857,511
+36%
减持
AAPL
APPLE INC
+$289.1M
6,264,811
-2%
增持
TSLA
TESLA INC
+$276.0M
1,805,129
+9%
减持
NVDA
NVIDIA CORPORATION
+$267.1M
11,861,784
-3%
增持
PAAS
PAN AMERN SILVER CORP
+$264.1M
14,462,912
+39%
建仓
LDOS
LEIDOS HOLDINGS INC
+$242.5M
1,283,152
增持
GOOGL
ALPHABET INC
+$225.9M
3,374,463
+0%
建仓
CRM
SALESFORCE INC
+$198.7M
837,015
增持
UEC
URANIUM ENERGY CORP
+$190.2M
26,599,686
+10%
建仓
HESM
HESS MIDSTREAM LP
+$187.7M
5,432,450
增持
HL
HECLA MNG CO
+$182.5M
23,524,912
+38%
建仓
BWXT
BWX TECHNOLOGIES INC
+$164.0M
889,350
增持
OR
OR ROYALTIES INC.
+$163.4M
7,543,667
+39%
增持
APP
APPLOVIN CORP
+$162.8M
383,742
+19%
建仓
HUBB
HUBBELL INC
+$162.3M
377,199
建仓
PANW
PALO ALTO NETWORKS INC
+$162.2M
796,375
增持
RTX
RTX CORPORATION
+$161.9M
2,649,335
+37%
减持
AVGO
BROADCOM INC
+$146.7M
3,294,103
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$138.5M
808,409
+41%
增持
CCJ
CAMECO CORP
+$133.9M
12,973,799
+1%
增持
SSRM
SSR MINING IN
+$129.6M
10,983,242
+1%
增持
BABA
ALIBABA GROUP HLDG LTD
+$129.6M
1,399,205
+32%
增持
LEU
CENTRUS ENERGY CORP
+$129.6M
936,477
+7%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$128.8M
366,676
增持
UUUU
ENERGY FUELS INC
+$124.7M
12,246,295
+12%
建仓
TRGP
TARGA RES CORP
+$121.4M
724,761
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$119.9M
900,532
+46%
增持
AG
FIRST MAJESTIC SILVER CORP
+$119.7M
18,932,368
+39%
增持
NOC
NORTHROP GRUMMAN CORP
+$113.2M
443,465
+41%
增持
GD
GENERAL DYNAMICS CORP
+$108.4M
822,538
+39%
减持
MELI
MERCADOLIBRE INC
-$105.9M
104,179
-22%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$94.0M
806,261
+39%
增持
SHLD
GLOBAL X FDS
+$92.0M
2,230,064
+110%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$89.8M
1,539,840
+41%
增持
BVN
COMPANIA DE MINAS BUENAVENTU
+$89.8M
7,196,976
+38%
建仓
PONY
PONY AI INC
+$89.2M
3,964,830
增持
MU
MICRON TECHNOLOGY INC
+$85.1M
1,561,931
+10%
增持
INTC
INTEL CORP
+$84.9M
6,375,689
+10%
减持
GOOG
ALPHABET INC
+$84.8M
1,802,084
-10%
增持
—
CRH PLC
+$83.4M
2,834,210
+1%
增持
TRP
TC ENERGY CORP
+$79.4M
4,496,410
+33%
增持
ORCL
ORACLE CORP
+$79.0M
873,820
+14%
增持
URI
UNITED RENTALS INC
+$77.9M
367,814
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$77.2M
2,294,947
+11%
减持
ISRG
INTUITIVE SURGICAL INC
-$76.8M
649,513
-4%
增持
NXE
NEXGEN ENERGY LTD
+$70.1M
30,608,861
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$68.8M
788,158
+51%
增持
NNE
NANO NUCLEAR ENERGY INC
+$66.1M
1,726,250
+11677%
建仓
HD
HOME DEPOT INC
+$64.9M
160,262
增持
SHOP
SHOPIFY INC
+$63.7M
1,510,753
+8%
减持
RSSL
GLOBAL X FDS
-$63.4M
13,903,633
-15%
清仓
—
MAG SILVER CORP
-$62.1M
0
-100%
增持
FAST
FASTENAL CO
+$59.4M
8,276,145
+0%
增持
HBM
HUDBAY MINERALS INC
+$58.3M
10,502,218
+10%
增持
FSM
FORTUNA MNG CORP
+$57.9M
13,707,054
+38%
增持
NSC
NORFOLK SOUTHN CORP
+$54.1M
1,132,501
+1%
增持
SRE
SEMPRA
+$53.0M
3,494,152
+1%
增持
DNN
DENISON MINES CORP
+$52.3M
52,332,391
+4%
减持
GGAL
GRUPO FINANCIERO GALICIA S.A
-$51.9M
1,658,612
-14%
减持
COST
COSTCO WHSL CORP NEW
-$51.8M
310,223
-9%
建仓
EXP
EAGLE MATLS INC
+$51.8M
222,331
增持
—
ELBIT SYS LTD
+$50.5M
253,274
+44%
增持
—
KKR & CO INC
+$50.2M
1,190,477
+428%
减持
COPX
GLOBAL X FDS
+$48.1M
3,992,087
-5%
增持
HII
HUNTINGTON INGALLS INDS INC
+$47.0M
396,425
+43%
增持
EXK
ENDEAVOUR SILVER CORP
+$46.6M
10,902,392
+38%
增持
APLD
APPLIED DIGITAL CORP
+$46.6M
3,199,135
+20%
增持
EME
EMCOR GROUP INC
+$46.4M
320,416
+6%
建仓
—
ALBEMARLE CORP
+$45.9M
1,211,717
建仓
AEP
AMERICAN ELEC PWR CO INC
+$45.4M
403,790
增持
VMC
VULCAN MATLS CO
+$44.5M
889,352
+1%
增持
AVAV
AEROVIRONMENT INC
+$42.1M
614,444
+16%
减持
YPF
YPF SOCIEDAD ANONIMA
-$41.9M
2,650,607
-22%
增持
HWM
HOWMET AEROSPACE INC
+$41.2M
2,341,440
+4%
增持
UBER
UBER TECHNOLOGIES INC
+$41.0M
1,582,870
+29%
减持
INTU
INTUIT
-$40.8M
210,555
-10%
增持
PWR
QUANTA SVCS INC
+$40.6M
843,440
+3%
减持
ADI
ANALOG DEVICES INC
-$40.6M
372,289
-33%
增持
—
THOMSON REUTERS CORP
+$40.5M
510,450
+164%
建仓
OSIS
OSI SYSTEMS INC
+$40.2M
161,482
增持
ABBV
ABBVIE INC
+$38.4M
342,014
+56%
增持
SOUN
SOUNDHOUND AI INC
+$37.7M
5,697,346
+13%
建仓
—
MICROCHIP TECHNOLOGY INC.
+$37.3M
631,299
增持
NFLX
NETFLIX INC
-$36.5M
499,652
+5%
增持
MLM
MARTIN MARIETTA MATLS INC
+$36.2M
411,482
+1%
减持
TMUS
T-MOBILE US INC
-$34.7M
693,045
-18%
增持
SCCO
SOUTHERN COPPER CORP
+$34.5M
1,091,632
+13%
减持
BE
BLOOM ENERGY CORP
+$34.4M
583,530
-2%
增持
PSN
PARSONS CORP DEL
+$34.4M
1,032,760
+45%
增持
HUT
HUT 8 CORP
+$34.3M
1,555,800
+46%
增持
NOW
SERVICENOW INC
+$32.8M
269,379
+27%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$32.7M
165,945
-24%
增持
TFPM
TRIPLE FLAG PRECIOUS METAL
+$32.7M
2,642,566
+40%
减持
JPM
JPMORGAN CHASE & CO.
-$32.5M
294,561
-32%
减持
PG
PROCTER AND GAMBLE CO
-$32.4M
327,372
-37%
建仓
DNOW
DNOW INC
+$32.1M
2,104,506
减持
OKE
ONEOK INC NEW
-$32.0M
2,384,078
-6%
建仓
LCID
LUCID GROUP INC
+$31.5M
1,325,737
增持
CRWV
COREWEAVE INC
+$30.5M
225,401
+15818%
增持
EQIX
EQUINIX INC
+$30.0M
98,987
+66%
增持
SVM
SILVERCORP METALS INC
+$29.7M
9,138,358
+38%
增持
BAC
BANK AMERICA CORP
+$29.7M
1,350,375
+61%
增持
PH
PARKER-HANNIFIN CORP
+$29.6M
433,600
+1%
增持
DE
DEERE & CO
-$29.2M
636,159
+1%
减持
—
LINDE PLC
-$29.0M
319,295
-17%
减持
TXN
TEXAS INSTRS INC
-$28.8M
650,220
-9%
建仓
VIST
VISTA ENERGY S.A.B. DE C.V.
+$28.5M
828,472
建仓
—
FLEX LNG LTD
+$28.4M
1,126,683
增持
AMAT
APPLIED MATLS INC
+$27.9M
721,808
+10%
增持
CVS
CVS HEALTH CORP
+$27.6M
593,187
+140%
减持
—
IREN LIMITED
+$27.6M
941,413
-17%
建仓
USAS
AMERICAS GOLD AND SILVER COR
+$27.4M
7,343,993
减持
GS
GOLDMAN SACHS GROUP INC
-$27.3M
48,270
-48%
增持
SMR
NUSCALE PWR CORP
+$27.3M
7,310,961
+23%
增持
ALB
ALBEMARLE CORP
+$27.2M
1,247,551
+6%
增持
RIOT
RIOT PLATFORMS INC
+$27.1M
3,157,880
+8%
减持
CSX
CSX CORP
+$26.9M
9,607,273
-0%
减持
CGNX
COGNEX CORP
+$26.5M
2,005,428
-1%
减持
PAA
PLAINS ALL AMERN PIPELINE L
-$26.5M
15,605,843
-2%
减持
CAT
CATERPILLAR INC
-$26.3M
74,587
-53%
增持
CSCO
CISCO SYS INC
+$26.2M
5,189,973
+9%
清仓
—
LUCID GROUP INC
-$26.0M
0
-100%
增持
QCOM
QUALCOMM INC
+$25.9M
1,554,638
+6%
增持
MRVL
MARVELL TECHNOLOGY INC
+$25.8M
1,335,678
+20%
增持
MTZ
MASTEC INC
+$25.7M
542,073
+3%
增持
VZLA
VIZSLA SILVER CORP
+$24.9M
11,395,079
+38%
减持
HON
HONEYWELL INTL INC
-$24.9M
450,587
-12%
增持
STRL
STERLING INFRASTRUCTURE INC
+$23.9M
218,256
+0%
增持
DLR
DIGITAL RLTY TR INC
+$23.8M
448,887
+46%
增持
AMZN
AMAZON COM INC
+$23.5M
4,641,091
+2%
增持
MRCY
MERCURY SYS INC
+$23.3M
595,593
+41%
增持
—
EATON CORP PLC
+$23.2M
834,413
+3%
增持
WMT
WALMART INC
+$23.1M
829,778
+30%
增持
GLDM
WORLD GOLD TR
+$22.8M
1,450,190
+8%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$22.7M
338,789
增持
PRIM
PRIMORIS SVCS CORP
+$22.7M
381,559
+0%
增持
—
CHUBB LIMITED
+$22.6M
121,994
+200%
减持
BKNG
BOOKING HOLDINGS INC
-$22.4M
21,870
-10%
增持
MOG/A
MOOG INC
+$22.4M
284,307
+41%
增持
WULF
TERAWULF INC
+$22.4M
2,976,023
+12%
增持
WRD
WERIDE INC
+$22.3M
4,621,712
+55%
建仓
—
STRATEGY INC
+$22.2M
241,692
增持
—
CYBERARK SOFTWARE LTD
+$22.1M
189,640
+11%
增持
SNPS
SYNOPSYS INC
+$22.0M
237,396
+28%
增持
GEL
GENESIS ENERGY L P
+$21.9M
6,420,400
+30%
清仓
ANSS
ANSYS INC
-$21.6M
0
-100%
