ポートフォリオ差分
Mirae Asset Global Investments Co., Ltd.
Q1 2026 ⇄ Q2 2026
+150追加済み
−90除外
200サイズ変更済み
77変化なし
追加済み (Q2 2026)
除外 (保有されていた先： Q1 2026)
サイズ変更されたポジション
| 有価証券 | Q1 2026 株式数 | Q2 2026 株式数 | 変化 |
|---|---|---|---|
| META META PLATFORMS INC | 63 | 1.35M | +2136169.8% |
| SWKS SKYWORKS SOLUTIONS INC | 21 | 379.10K | +1805152.4% |
| DVN DEVON ENERGY CORP NEW | 99 | 1.23M | +1246550.5% |
| ACN ACCENTURE PLC IRELAND | 98 | 690.64K | +704631.6% |
| SNA SNAP ON INC | 8 | 54.87K | +685712.5% |
| EXPD EXPEDITORS INTL WASH INC | 20 | 86.39K | +431875.0% |
| FIX COMFORT SYS USA INC | 5 | 17.47K | +349240.0% |
| CLX CLOROX CO DEL | 17 | 53.59K | +315147.1% |
| HII HUNTINGTON INGALLS INDS… | 5 | 14.74K | +294760.0% |
| TDY TELEDYNE TECHNOLOGIES… | 6 | 17.36K | +289150.0% |
| SJM SMUCKER J M CO | 14 | 39.08K | +279028.6% |
| PNR PENTAIR PLC | 22 | 55.88K | +253895.5% |
| DPZ DOMINOS PIZZA INC | 3 | 7.55K | +251500.0% |
| TPR TAPESTRY INC | 30 | 67.54K | +225040.0% |
| EME EMCOR GROUP INC | 6 | 13.29K | +221350.0% |
| CRL CHARLES RIV LABS INTL… | 5 | 10.87K | +217300.0% |
| NDSN NORDSON CORP | 8 | 17.31K | +216262.5% |
| YUM YUM BRANDS INC | 42 | 90.63K | +215676.2% |
| DOV DOVER CORP | 20 | 42.80K | +213920.0% |
| EQIX EQUINIX INC | 15 | 30.59K | +203866.7% |
| CMI CUMMINS INC | 20 | 40.43K | +202055.0% |
| CHD CHURCH & DWIGHT CO INC | 36 | 71.16K | +197577.8% |
| AMCR AMCOR PLC | 72 | 139.96K | +194283.3% |
| C CITIGROUP INC | 288 | 557.32K | +193412.5% |
| LII LENNOX INTL INC | 4 | 7.64K | +190825.0% |
| TRGP TARGA RES CORP | 34 | 64.45K | +189467.6% |
| PODD INSULET CORP | 10 | 18.75K | +187400.0% |
| STE STERIS PLC | 13 | 23.47K | +180423.1% |
| FFIV F5 INC | 8 | 14.35K | +179262.5% |
| UHS UNIVERSAL HLTH SVCS INC | 8 | 14.11K | +176325.0% |
| PKG PACKAGING CORP AMER | 11 | 19.40K | +176227.3% |
| LHX L3HARRIS TECHNOLOGIES… | 28 | 49.30K | +175975.0% |
| ULTA ULTA BEAUTY INC | 6 | 10.56K | +175833.3% |
| MRNA MODERNA INC | 54 | 94.81K | +175479.6% |
| VRSN VERISIGN INC | 11 | 19.24K | +174827.3% |
| V VISA INC | 322 | 556.22K | +172637.6% |
| GM GENERAL MTRS CO | 149 | 254.53K | +170722.1% |
| J JACOBS SOLUTIONS INC | 17 | 28.76K | +169064.7% |
| ADP AUTOMATIC DATA… | 368 | 621.83K | +168874.7% |
| SYY SYSCO CORP | 74 | 124.52K | +168168.9% |
| MAA MID-AMER APT CMNTYS INC | 17 | 28.59K | +168064.7% |
| URI UNITED RENTALS INC | 9 | 15.03K | +166855.6% |
| ARE ALEXANDRIA REAL ESTATE… | 22 | 36.72K | +166813.6% |
| CMCSA COMCAST CORP NEW | 3.30K | 5.49M | +166231.7% |
| NTAP NETAPP INC | 30 | 49.85K | +166063.3% |
| DGX QUEST DIAGNOSTICS INC | 16 | 26.40K | +164875.0% |
| CPT CAMDEN PPTY TR | 14 | 22.98K | +164042.9% |
| CAH CARDINAL HEALTH INC | 36 | 59.06K | +163969.4% |
| CME CME GROUP INC | 56 | 91.74K | +163725.0% |
| REG REGENCY CTRS CORP | 26 | 42.56K | +163588.5% |
| BXP BXP INC | 21 | 34.31K | +163285.7% |
| MTD METTLER TOLEDO… | 3 | 4.90K | +163233.3% |
| BG BUNGE GLOBAL SA | 20 | 32.48K | +162275.0% |
| TECH BIO-TECHNE CORP | 22 | 35.57K | +161595.5% |
| HST HOST HOTELS & RESORTS… | 104 | 168.07K | +161504.8% |
| TEL TE CONNECTIVITY PLC | 45 | 72.64K | +161328.9% |
| RTX RTX CORPORATION | 212 | 340.56K | +160540.1% |
| VTR VENTAS INC | 73 | 116.65K | +159693.2% |
| TYL TYLER TECHNOLOGIES INC | 6 | 9.58K | +159550.0% |
| EW EDWARDS LIFESCIENCES… | 91 | 145.03K | +159272.5% |
| CARR CARRIER GLOBAL… | 125 | 197.58K | +157965.6% |
| AMP AMERIPRISE FINL INC | 13 | 20.42K | +156969.2% |
| IT GARTNER INC | 10 | 15.66K | +156490.0% |
| TSCO TRACTOR SUPPLY CO | 82 | 128.12K | +156137.8% |
| SMCI SUPER MICRO COMPUTER INC | 80 | 124.91K | +156033.8% |
| VICI VICI PPTYS INC | 170 | 263.31K | +154787.6% |
| BSX BOSTON SCIENTIFIC CORP | 237 | 367.06K | +154776.8% |
| BLDR BUILDERS FIRSTSOURCE INC | 16 | 24.72K | +154418.8% |
| MOS MOSAIC CO | 48 | 73.97K | +154014.6% |
| BALL BALL CORP | 42 | 64.65K | +153833.3% |
| APD AIR PRODUCTS AND… | 35 | 53.60K | +153054.3% |
| CDW CDW CORP | 19 | 29.04K | +152747.4% |
| A AGILENT TECHNOLOGIES INC | 43 | 65.49K | +152195.3% |
| ADI ANALOG DEVICES INC | 451 | 680.92K | +150880.3% |
| LNT ALLIANT ENERGY CORP | 39 | 58.52K | +149948.7% |
| EXE EXPAND ENERGY… | 36 | 54.00K | +149891.7% |
| OTIS OTIS WORLDWIDE CORP | 61 | 91.06K | +149172.1% |
| EXR EXTRA SPACE STORAGE INC | 34 | 50.70K | +149026.5% |
| LYB LYONDELLBASELL… | 39 | 58.15K | +148989.7% |
| UDR UDR INC | 46 | 67.60K | +146854.3% |
| SYF SYNCHRONY FINANCIAL | 56 | 81.89K | +146139.3% |
| EVRG EVERGY INC | 36 | 52.64K | +146125.0% |
| HCA HCA HEALTHCARE INC | 26 | 38.02K | +146123.1% |
| TAP MOLSON COORS BEVERAGE CO | 27 | 39.41K | +145851.9% |
| NCLH NORWEGIAN CRUISE LINE… | 72 | 104.30K | +144765.3% |
| NI NISOURCE INC | 74 | 106.65K | +144027.0% |
| BAX BAXTER INTL INC | 81 | 116.48K | +143701.2% |
| TTD THE TRADE DESK INC | 69 | 99.18K | +143636.2% |
| SW SMURFIT WESTROCK PLC | 82 | 117.80K | +143554.9% |
| FE FIRSTENERGY CORP | 82 | 117.58K | +143293.9% |
| DOC HEALTHPEAK PROPERTIES… | 109 | 155.90K | +142925.7% |
| BRK-B BERKSHIRE HATHAWAY INC… | 291 | 416.15K | +142906.9% |
| CMG CHIPOTLE MEXICAN GRILL… | 212 | 303.02K | +142836.3% |
| CBRE CBRE GROUP INC | 45 | 64.29K | +142764.4% |
| PPL PPL CORP | 117 | 166.54K | +142242.7% |
| DUK DUKE ENERGY CORP NEW | 124 | 176.36K | +142125.0% |
| PM PHILIP MORRIS INTL INC | 250 | 355.48K | +142093.2% |
| WM WASTE MGMT INC DEL | 57 | 80.99K | +141991.2% |
| ETR ENTERGY CORP NEW | 71 | 100.16K | +140963.4% |
| MSI MOTOROLA SOLUTIONS INC | 27 | 37.34K | +138185.2% |
| BAC BANK OF AMER CORP | 1.08K | 1.49M | +138055.8% |
| PEG PUBLIC SVC ENTERPRISE… | 80 | 109.59K | +136888.8% |
| WFC WELLS FARGO & CO | 502 | 686.07K | +136567.3% |
| SCHW SCHWAB CHARLES CORP | 269 | 354.20K | +131573.2% |
| AMAT APPLIED MATLS INC | 735 | 966.23K | +131359.2% |
| TSM TAIWAN SEMICONDUCTOR… | 842 | 971.62K | +115294.3% |
| INTC INTEL CORP | 4.46K | 4.65M | +104166.1% |
| REGN REGENERON… | 96 | 93.48K | +97271.9% |
| CSCO CISCO SYS INC | 2.73K | 2.64M | +96765.6% |
| LEU CENTRUS ENERGY CORP | 41 | 38.13K | +92897.6% |
| SNPS SYNOPSYS INC | 174 | 159.96K | +91831.6% |
| WDC WESTERN DIGITAL CORP | 304 | 277.86K | +91301.0% |
| PWR QUANTA SVCS INC | 94 | 83.51K | +88737.2% |
| MRK MERCK & CO INC | 2.06K | 1.81M | +87586.7% |
| ROST ROSS STORES INC | 296 | 229.95K | +77584.5% |
| XEL XCEL ENERGY INC | 559 | 428.76K | +76600.7% |
| WDAY WORKDAY INC | 201 | 151.06K | +75052.7% |
| AXON AXON ENTERPRISE INC | 73 | 53.80K | +73595.9% |
| ORLY OREILLY AUTOMOTIVE INC | 797 | 568.91K | +71281.4% |
| BKR BAKER HUGHES COMPANY | 875 | 613.46K | +70009.1% |
選択した2四半期間の生株数比較（報告値のまま；離れた四半期間の株式分割は本表では調整されません — マネージャーページの四半期変化タブは分割調整済みです）。ティッカーがマッピングされた普通株ポジションのみ対象。
出典: 両方のスナップショットは、マネージャーの解析済み13F情報テーブル（最新承認バージョン）から取得しています。
← マネージャーレコードに戻る