MIZUHO SECURITIES USA LLC
NEW YORK NY · SEC CIK 0000812291
$104.29亿2026Q2 申报市值
775持仓数
32.6%前十大占比 · 第一大 6.1%
77 / 7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
SPY 加仓+$4.49亿
NVDA 加仓+$3.58亿
AAPL 加仓+$3.15亿
GOOG 加仓+$2.80亿
MSFT 加仓+$2.16亿
2026Q2 卖出最多 按季末市值估算
HONEYWELL INTL I 清仓-$867.55万
LAFAYETTE ACQUIS 重新持有-$282.15万
OAK WOODS ACQUIS 清仓-$177.72万
HONEYWELL INTL I 重新持有-$177.34万
DUPONT DE NEMOUR 清仓-$113.30万
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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -38,382 | -100.0% | -$867.55万 | 清仓 |
| — | OAK WOODS ACQUISITION CORP | $0 | 0.00% | 0 | -148,100 | -100.0% | -$177.72万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -8,246 | -100.0% | -$113.30万 | 清仓 |
| — | ALPHATIME ACQUISITION CORP | $0 | 0.00% | 0 | -107,105 | -100.0% | -$3,213 | 清仓 |
| — | OAK WOODS ACQUISITION CORP | $0 | 0.00% | 0 | -100,000 | -100.0% | -$2,000 | 清仓 |
| — | ECD AUTOMOTIVE DESIGN INC | $0 | 0.00% | 0 | -98,294 | -100.0% | -$983 | 清仓 |
| — | ABPRO HLDGS INC | $0 | 0.00% | 0 | -11,386 | -100.0% | -$23 | 清仓 |
| — | GOGORO INC | $83 | 0.00% | 25,826 | 12,913 | 100.0% | $42 | 加仓 |
| — | MKDWELL TECH INC | $826 | 0.00% | 82,560 | 82,560 | — | $826 | 新建仓 |
| — | EON RESOURCES INC | $1,573 | 0.00% | 20,537 | 0 | 0.0% | — | 不变 |
| — | QUARTZSEA ACQUISITION CORP | $2,047 | 0.00% | 10,235 | 0 | 0.0% | — | 不变 |
| — | CO2 ENERGY TRANSITION CORP | $2,541 | 0.00% | 21,177 | 0 | 0.0% | — | 不变 |
| — | LEAPFROG ACQUISITION CORP | $5,113 | 0.00% | 17,042 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.36万 | 0.00% | 11,382 | 11,382 | — | $1.36万 | 新建仓 |
| — | CHAMPIONSGATE ACQUISITION CO | $1.39万 | 0.00% | 138,600 | 69,300 | 100.0% | $6,930 | 加仓 |
| — | SOUTHERN CO | $9.72万 | 0.00% | 88,255 | 88,255 | — | $9.72万 | 新建仓 |
| — | WEST ENCLAVE MERGER CORP | $9.90万 | 0.00% | 10,000 | 10,000 | — | $9.90万 | 新建仓 |
| IGAC | INVEST GREEN ACQUISITION COR | $10.01万 | 0.00% | 10,000 | 10,000 | — | $10.01万 | 新建仓 |
| DYOR | INSIGHT DIGITAL PARTNERS II | $10.06万 | 0.00% | 10,000 | -55,473 | -84.7% | -$55.81万 | 重新持有 |
| — | PONO CAP FOUR INC | $10.25万 | 0.00% | 10,411 | 10,411 | — | $10.25万 | 新建仓 |
| MTAL | METALS ACQUISITION CORP II | $11.16万 | 0.00% | 11,000 | 11,000 | — | $11.16万 | 新建仓 |
| — | CHENGHE ACQUISITION III CO | $13.56万 | 0.00% | 13,565 | 0 | 0.0% | — | 不变 |
| FTRA/U | FUTURECORP SPACE ACQUISITION | $14.48万 | 0.00% | 14,298 | 14,298 | — | $14.48万 | 新建仓 |
| KPET | KPET ULTRA PACELINE CORP | $14.85万 | 0.00% | 14,880 | 14,880 | — | $14.85万 | 新建仓 |
| VSTM | VERASTEM INC | $15.90万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | RIBBON ACQUISITION CORP | $16.14万 | 0.00% | 15,000 | 2,602 | 21.0% | $2.80万 | 重新持有 |
| CLBR | COLOMBIER ACQUISITION CORP I | $16.14万 | 0.00% | 15,750 | 15,750 | — | $16.14万 | 新建仓 |
| GPAC | GENERAL PURP ACQUISITION COR | $16.32万 | 0.00% | 16,472 | 0 | 0.0% | — | 不变 |
| DMII | DRUGS MADE IN AMER ACQ II CO | $18.41万 | 0.00% | 18,600 | 0 | 0.0% | — | 不变 |
| KBON | KARBON CAP PARTNERS CORP | $19.84万 | 0.00% | 19,746 | 19,746 | — | $19.84万 | 新建仓 |
| DNMX | DYNAMIX CORP III | $19.98万 | 0.00% | 20,000 | -45,407 | -69.4% | -$45.36万 | 重新持有 |
| — | TSCAN THERAPEUTICS INC | $20.15万 | 0.00% | 205,600 | 195,600 | 1,956.0% | $19.17万 | 重新持有 |
| — | WESTIN ACQUISITION CORP | $20.24万 | 0.00% | 20,000 | 20,000 | — | $20.24万 | 新建仓 |
| — | ARCHIMEDES TECH SPAC PARTNER | $20.25万 | 0.00% | 19,469 | 0 | 0.0% | — | 不变 |
| IRHO | IRON HORSE ACQUISIT II CORP | $20.70万 | 0.00% | 20,974 | 0 | 0.0% | — | 不变 |
| KRSP | RICE ACQUISITION CORP 3 | $21.00万 | 0.00% | 20,000 | 20,000 | — | $21.00万 | 新建仓 |
| — | LAFAYETTE ACQUISITION CORP | $24.75万 | 0.00% | 25,000 | -285,000 | -91.9% | -$282.15万 | 重新持有 |
| — | BURTECH ACQUISITION CORP II | $25.00万 | 0.00% | 25,000 | 25,000 | — | $25.00万 | 新建仓 |
| BIDWU | TRIBECA STRATEGIC ACQUISITIO | $25.26万 | 0.00% | 25,516 | 25,516 | — | $25.26万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $26.49万 | 0.00% | 11,896 | 0 | 0.0% | — | 不变 |
| — | BHAV ACQUISITION CORP | $28.48万 | 0.00% | 29,060 | 29,060 | — | $28.48万 | 新建仓 |
| — | APEX TECH ACQUISITION INC | $28.92万 | 0.00% | 29,450 | 29,450 | — | $28.92万 | 新建仓 |
| JENA | JENA ACQUISITION CORP II | $29.01万 | 0.00% | 28,006 | -21,994 | -44.0% | -$22.79万 | 重新持有 |
| GCGR | GENERAL CATALYST GBL RESIL M | $30.27万 | 0.00% | 30,000 | 30,000 | — | $30.27万 | 新建仓 |
| TVA | TEXAS VENTURES ACQUISITION I | $30.91万 | 0.00% | 30,010 | 0 | 0.0% | — | 不变 |
| FCRS | FUTURECREST ACQUISITION CORP | $33.36万 | 0.00% | 32,866 | 32,866 | — | $33.36万 | 新建仓 |
| DSAC | DAEDALUS SPL ACQUISITION COR | $33.46万 | 0.00% | 33,460 | 33,460 | — | $33.46万 | 新建仓 |
| KCA/U | KENSINGTON CAP ACQUISITION | $34.74万 | 0.00% | 34,500 | 34,500 | — | $34.74万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $36.01万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| BIXI | BITCOIN INFRASTRUCTURE ACQUI | $39.50万 | 0.00% | 40,100 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $40.10万 | 0.00% | 1,982 | 0 | 0.0% | — | 不变 |
| — | BLEICHROEDER ACQUISITI CORP | $41.00万 | 0.00% | 40,000 | 40,000 | — | $41.00万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $41.30万 | 0.00% | 43,482 | 24,694 | 131.4% | $23.45万 | 加仓 |
| VNME | VENDOME ACQUISITION CORP I | $41.95万 | 0.00% | 41,740 | 20,000 | 92.0% | $20.10万 | 加仓 |
| OACC | OAKTREE ACQUISITION CORP III | $43.43万 | 0.00% | 41,169 | 16,169 | 64.7% | $17.06万 | 加仓 |
| IEAG | INFINITE EAGLE ACQUISITION C | $44.29万 | 0.00% | 44,287 | 44,287 | — | $44.29万 | 新建仓 |
| EPAM | EPAM SYS INC | $45.22万 | 0.00% | 3,340 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $45.46万 | 0.00% | 28,920 | 0 | 0.0% | — | 不变 |
| QADR | QDRO ACQUISITION CORP | $48.46万 | 0.00% | 49,197 | 49,197 | — | $48.46万 | 新建仓 |
| — | SOCIAL COMM PARTNERS CORP | $49.06万 | 0.00% | 49,807 | 23,815 | 91.6% | $23.46万 | 加仓 |
| IRAB | IRIS ACQUISITION CORP II | $49.25万 | 0.00% | 50,000 | 50,000 | — | $49.25万 | 新建仓 |
| ALOV | ALDABRA 4 LQDTY OPP VEH INC | $49.50万 | 0.00% | 50,000 | 50,000 | — | $49.50万 | 新建仓 |
| AAC/U | ARES ACQUISITION CORP III | $50.25万 | 0.00% | 50,000 | 50,000 | — | $50.25万 | 新建仓 |
| CRAQ | CAL REDWOOD ACQUISITION CORP | $54.03万 | 0.01% | 53,234 | 25,003 | 88.6% | $25.38万 | 加仓 |
| NWSA | NEWS CORP NEW | $55.80万 | 0.01% | 22,382 | 0 | 0.0% | — | 不变 |
| — | WILLOW LANE ACQUISITION CRP | $57.88万 | 0.01% | 57,026 | 57,026 | — | $57.88万 | 新建仓 |
| POST | POST HLDGS INC | $58.05万 | 0.01% | 536,000 | 0 | 0.0% | — | 不变 |
| — | TERNS PHARMACEUTICALS INC | $58.43万 | 0.01% | 11,083 | 0 | 0.0% | — | 不变 |
| EQX | EQUINOX GOLD CORP | $60.43万 | 0.01% | 250,000 | 0 | 0.0% | — | 不变 |
| SZZL | SIZZLE ACQUISITION CORP. II | $62.36万 | 0.01% | 60,959 | 35,615 | 140.5% | $36.43万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $62.44万 | 0.01% | 23,510 | 13,180 | 127.6% | $35.00万 | 加仓 |
| BEAG | BOLD EAGLE ACQUISITION CORP | $64.12万 | 0.01% | 60,488 | 60,488 | — | $64.12万 | 新建仓 |
| BLRK | BLUEROCK ACQUISITION CORP | $68.92万 | 0.01% | 69,267 | 69,267 | — | $68.92万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $69.26万 | 0.01% | 30,418 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $70.86万 | 0.01% | 12,133 | 0 | 0.0% | — | 不变 |
| DBCA | D BORAL ACQUISITION I CORP | $72.85万 | 0.01% | 73,217 | 73,217 | — | $72.85万 | 新建仓 |
| RAC | RITHM ACQUISITION CORP | $85.91万 | 0.01% | 83,000 | 33,000 | 66.0% | $34.16万 | 加仓 |
| ERIE | ERIE INDTY CO | $86.29万 | 0.01% | 3,525 | 1,989 | 129.5% | $48.69万 | 加仓 |
| QQQ | INVESCO QQQ TR | $86.58万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $86.94万 | 0.01% | 4,532 | 2,513 | 124.5% | $48.21万 | 加仓 |
| BORR | BORR DRILLING LTD | $87.48万 | 0.01% | 1,000,000 | 0 | 0.0% | — | 不变 |
| — | SIM ACQUISITION CORP. I | $88.83万 | 0.01% | 83,018 | 0 | 0.0% | — | 不变 |
| CEPO | CANTOR EQUITY PARTNERS I INC | $89.61万 | 0.01% | 85,748 | 0 | 0.0% | — | 不变 |
| — | JAZZ INVESTMENTS I LTD | $90.94万 | 0.01% | 750,000 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $93.01万 | 0.01% | 22,795 | 12,560 | 122.7% | $51.25万 | 加仓 |
| RNGT | RANGE CAP ACQUISITION CORP I | $95.12万 | 0.01% | 95,600 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $96.59万 | 0.01% | 40,459 | 22,833 | 129.5% | $54.51万 | 加仓 |
| — | LEAPFROG ACQUISITION CORP | $97.38万 | 0.01% | 98,862 | 0 | 0.0% | — | 不变 |
| NSTR | VIKING ACQUISITION CORP I | $97.42万 | 0.01% | 98,400 | 0 | 0.0% | — | 不变 |
| SUMA | SUMA ACQUISITION CORP | $98.00万 | 0.01% | 100,000 | 100,000 | — | $98.00万 | 新建仓 |
| — | 1RT ACQUISITION CORP. | $98.46万 | 0.01% | 97,481 | 37,228 | 61.8% | $37.60万 | 加仓 |
| XCBE | X3 ACQUISITION CORP LTD | $98.50万 | 0.01% | 100,000 | 100,000 | — | $98.50万 | 新建仓 |
| HACQ | HCM IV ACQUISITION CORP | $99.00万 | 0.01% | 100,000 | 100,000 | — | $99.00万 | 新建仓 |
| AOS | SMITH A O CORP | $99.80万 | 0.01% | 15,563 | 8,766 | 129.0% | $56.21万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $99.89万 | 0.01% | 8,697 | 0 | 0.0% | — | 不变 |
| — | CANTOR EQUITY PARTNERS VI IN | $100.44万 | 0.01% | 97,990 | 97,990 | — | $100.44万 | 新建仓 |
| MZYX | MOZAYYX ACQUISITION CORP | $101.00万 | 0.01% | 102,023 | 102,023 | — | $101.00万 | 新建仓 |
| MOS | MOSAIC CO | $101.66万 | 0.01% | 44,073 | 24,884 | 129.7% | $57.40万 | 加仓 |
| — | HOLOGIC INC | $101.71万 | 0.01% | 13,455 | 0 | 0.0% | — | 不变 |
| — | AMANAT ACQUISITION CORP | $103.19万 | 0.01% | 102,674 | 102,674 | — | $103.19万 | 新建仓 |