MacKay Shields LLC
New York NY · SEC CIK 0000061227
$29.85亿2026Q2 申报市值
108持仓数
28.0%前十大占比 · 第一大 5.1%
13 / 16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
ALPHABET INC 新建仓+$1.23亿
MERIT MED SYS IN 新建仓+$4,108.08万
REVOLUTION MEDIC 新建仓+$3,806.91万
JAZZ INVESTMENTS 新建仓+$3,465.74万
CYBERARK SOFTWAR 新建仓+$3,161.69万
2026Q2 卖出最多 按季末市值估算
WDC 减仓-$1.10亿
ADVANCED ENERGY 减仓-$9,504.33万
LITE 减仓-$9,075.84万
MIRM 减仓-$7,804.44万
NCL CORP LTD 清仓-$3,797.71万
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 |
|---|---|---|---|---|---|---|---|---|
| AKAM | AKAMAI TECHNOLOGIES INC | $4,084.34万 | 1.37% | 34,024,000 | 205,000 | 0.6% | $24.61万 | 加仓 |
| — | MERIT MED SYS INC | $4,108.08万 | 1.38% | 38,073,000 | 38,073,000 | — | $4,108.08万 | 新建仓 |
| POST | POST HLDGS INC | $4,165.52万 | 1.40% | 40,161,000 | -67,000 | -0.2% | -$6.95万 | 减仓 |
| — | LIBERTY MEDIA CORP DEL | $4,205.07万 | 1.41% | 33,894,000 | -78,000 | -0.2% | -$9.68万 | 减仓 |
| — | APOLLO GLOBAL MGMT INC | $4,345.78万 | 1.46% | 713,153 | -656 | -0.1% | -$4.00万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $4,394.23万 | 1.47% | 45,243,000 | 84,000 | 0.2% | $8.16万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $4,477.15万 | 1.50% | 1,967,980 | 401,718 | 25.6% | $913.91万 | 加仓 |
| — | MICROCHIP TECHNOLOGY INC. | $4,645.07万 | 1.56% | 603,491 | 2,444 | 0.4% | $18.81万 | 加仓 |
| — | PG&E CORP | $4,752.51万 | 1.59% | 46,453,000 | 69,000 | 0.1% | $7.06万 | 加仓 |
| — | NEXTERA ENERGY INC | $5,046.31万 | 1.69% | 940,950 | 468,014 | 99.0% | $2,509.96万 | 加仓 |
| ETSY | ETSY INC | $5,088.66万 | 1.70% | 49,886,000 | 17,150,000 | 52.4% | $1,749.40万 | 加仓 |
| — | CHEFS WHSE INC | $5,304.17万 | 1.78% | 23,710,000 | -39,000 | -0.2% | -$8.72万 | 减仓 |
| SNOW | SNOWFLAKE INC | $5,415.59万 | 1.81% | 32,541,000 | -29,000 | -0.1% | -$4.83万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $5,433.19万 | 1.82% | 45,364,000 | 12,000 | 0.0% | $1.44万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $5,526.89万 | 1.85% | 52,445,000 | -2,073,000 | -3.8% | -$218.46万 | 减仓 |
| — | BOEING CO | $5,617.14万 | 1.88% | 828,674 | -740 | -0.1% | -$5.02万 | 减仓 |
| — | QXO INC | $5,741.37万 | 1.92% | 1,169,488 | -873 | -0.1% | -$4.29万 | 减仓 |
| CABO | CABLE ONE INC | $5,877.59万 | 1.97% | 89,888,000 | 12,529,000 | 16.2% | $819.25万 | 加仓 |
| — | HEWLETT PACKARD ENTERPRISE C | $7,021.09万 | 2.35% | 601,263 | -593 | -0.1% | -$6.92万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $7,400.31万 | 2.48% | 50,863,000 | -35,000 | -0.1% | -$5.09万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $8,411.24万 | 2.82% | 12,884,000 | -13,902,000 | -51.9% | -$9,075.84万 | 减仓 |
| MKSI | MKS INC. | $1.07亿 | 3.60% | 36,470,000 | -40,000 | -0.1% | -$11.79万 | 减仓 |
| — | ALPHABET INC | $1.23亿 | 4.11% | 2,427,303 | 2,427,303 | — | $1.23亿 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $1.51亿 | 5.05% | 8,952,000 | -6,524,000 | -42.2% | -$1.10亿 | 减仓 |