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 |
|---|---|---|---|---|---|---|---|---|
| DRI | DARDEN RESTAURANTS INC | $321.19万 | 0.03% | 15,928 | 8,967 | 128.8% | $180.82万 | 加仓 |
| — | ARC GROUP ACQUISITION I CORP | $325.30万 | 0.03% | 331,942 | 331,942 | — | $325.30万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $326.45万 | 0.03% | 14,899 | 8,412 | 129.7% | $184.32万 | 加仓 |
| CNC | CENTENE CORP DEL | $328.21万 | 0.03% | 64,968 | 36,726 | 130.0% | $185.53万 | 加仓 |
| — | WHITE PEARL ACQUISITION CORP | $328.24万 | 0.03% | 334,860 | 25,000 | 8.1% | $24.51万 | 加仓 |
| CMS | CMS ENERGY CORP | $328.73万 | 0.03% | 42,710 | 24,185 | 130.6% | $186.15万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $328.85万 | 0.03% | 33,127 | 18,729 | 130.1% | $185.92万 | 加仓 |
| SOCA | SOLARIUS CAPITAL ACQU CORP | $330.35万 | 0.03% | 325,661 | 185,096 | 131.7% | $187.76万 | 加仓 |
| — | EUREKA ACQUISITION CORP | $330.80万 | 0.03% | 300,455 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $335.05万 | 0.03% | 99,804 | 56,426 | 130.1% | $189.43万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $338.83万 | 0.03% | 119,284 | 66,810 | 127.3% | $189.77万 | 加仓 |
| O | REALTY INCOME CORP | $340.23万 | 0.03% | 55,612 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $341.24万 | 0.03% | 26,529 | 14,913 | 128.4% | $191.82万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $343.21万 | 0.03% | 47,348 | 26,334 | 125.3% | $190.88万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $344.05万 | 0.03% | 18,684 | 10,258 | 121.7% | $188.89万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $345.05万 | 0.03% | 19,436 | 10,876 | 127.1% | $193.08万 | 加仓 |
| — | A PARADISE ACQUISITION CORP | $345.60万 | 0.03% | 342,860 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $346.46万 | 0.03% | 16,435 | 9,218 | 127.7% | $194.32万 | 加仓 |
| GSHR | GESHER ACQUISITION CORP. II | $347.27万 | 0.03% | 338,803 | 182,703 | 117.0% | $187.27万 | 加仓 |
| — | CLEARTHINK 1 ACQUISITION COR | $347.55万 | 0.03% | 351,056 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $349.57万 | 0.03% | 53,476 | 30,209 | 129.8% | $197.48万 | 加仓 |
| FE | FIRSTENERGY CORP | $352.98万 | 0.03% | 72,186 | 40,756 | 129.7% | $199.29万 | 加仓 |
| DG | DOLLAR GEN CORP | $356.46万 | 0.03% | 30,548 | 17,241 | 129.6% | $201.18万 | 加仓 |
| PPG | PPG INDS INC | $356.66万 | 0.03% | 31,017 | 17,451 | 128.6% | $200.66万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $357.10万 | 0.03% | 2,811 | 1,582 | 128.7% | $200.97万 | 加仓 |
| NWAX | NEW AMER ACQUISITION I CORP | $358.09万 | 0.03% | 358,086 | 258,086 | 258.1% | $258.09万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $359.98万 | 0.03% | 24,183 | 13,579 | 128.1% | $202.13万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $360.35万 | 0.03% | 13,142 | 7,394 | 128.6% | $202.74万 | 加仓 |
| NTAP | NETAPP INC | $361.69万 | 0.03% | 27,423 | 15,449 | 129.0% | $203.76万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $361.73万 | 0.03% | 27,087 | 15,288 | 129.6% | $204.16万 | 加仓 |
| BREZ | BREEZE ACQUISITION CORP II | $361.91万 | 0.03% | 367,422 | 367,422 | — | $361.91万 | 新建仓 |
| WDAY | WORKDAY INC | $362.53万 | 0.03% | 28,825 | 15,948 | 123.8% | $200.58万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $364.66万 | 0.03% | 8,037 | 4,536 | 129.6% | $205.81万 | 加仓 |
| GIX | GIGCAPITAL9 CORP | $369.63万 | 0.04% | 378,335 | 45,980 | 13.8% | $44.92万 | 加仓 |
| ES | EVERSOURCE ENERGY | $369.93万 | 0.04% | 52,125 | 29,443 | 129.8% | $208.95万 | 加仓 |
| FICO | FAIR ISAAC CORP | $370.06万 | 0.04% | 3,250 | 1,816 | 126.6% | $206.78万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $372.44万 | 0.04% | 21,935 | 12,389 | 129.8% | $210.36万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $372.62万 | 0.04% | 21,542 | 12,110 | 128.4% | $209.47万 | 加仓 |
| HUBB | HUBBELL INC | $374.17万 | 0.04% | 7,351 | 4,137 | 128.7% | $210.58万 | 加仓 |
| CPRT | COPART INC | $374.34万 | 0.04% | 123,222 | 69,383 | 128.9% | $210.78万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $376.62万 | 0.04% | 14,519 | 8,193 | 129.5% | $212.53万 | 加仓 |
| CCII | COHEN CIRCLE ACQUISIT CORP I | $378.13万 | 0.04% | 371,813 | 246,813 | 197.5% | $251.01万 | 加仓 |
| — | FORTUNEX ACQUISITION CORP | $384.73万 | 0.04% | 385,504 | 385,504 | — | $384.73万 | 新建仓 |
| PPL | PPL CORP | $384.93万 | 0.04% | 103,620 | 58,900 | 131.7% | $218.80万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $386.06万 | 0.04% | 58,799 | 33,107 | 128.9% | $217.37万 | 加仓 |
| FISV | FISERV INC | $386.21万 | 0.04% | 74,264 | 41,748 | 128.4% | $217.11万 | 加仓 |
| HSY | HERSHEY CO | $389.84万 | 0.04% | 20,563 | 11,605 | 129.5% | $220.01万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $392.70万 | 0.04% | 16,038 | 8,964 | 126.7% | $219.49万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $392.91万 | 0.04% | 18,912 | 10,613 | 127.9% | $220.49万 | 加仓 |
| EIX | EDISON INTL | $394.51万 | 0.04% | 53,387 | 30,125 | 129.5% | $222.61万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $395.89万 | 0.04% | 90,683 | 51,214 | 129.8% | $223.58万 | 加仓 |
| XYL | XYLEM INC | $395.96万 | 0.04% | 33,336 | 18,609 | 126.4% | $221.04万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $396.23万 | 0.04% | 53,541 | 30,041 | 127.8% | $222.32万 | 加仓 |
| — | APEX TECH ACQUISITION INC | $398.00万 | 0.04% | 400,000 | 0 | 0.0% | — | 不变 |
| — | FUTURE MONEY ACQUISITION COR | $398.80万 | 0.04% | 400,000 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $400.98万 | 0.04% | 49,397 | 27,880 | 129.6% | $226.32万 | 加仓 |
| — | D. BORAL ARC ACQ I CORP. | $402.51万 | 0.04% | 400,505 | 0 | 0.0% | — | 不变 |
| — | CLEARTHINK 1 ACQUISITION COR | $402.78万 | 0.04% | 411,000 | 411,000 | — | $402.78万 | 新建仓 |
| VICI | VICI PPTYS INC | $403.68万 | 0.04% | 150,171 | 85,557 | 132.4% | $229.99万 | 加仓 |
| TPR | TAPESTRY INC | $404.26万 | 0.04% | 28,058 | 15,818 | 129.2% | $227.91万 | 加仓 |
| DOV | DOVER CORP | $406.39万 | 0.04% | 18,695 | 10,542 | 129.3% | $229.16万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $408.56万 | 0.04% | 29,370 | 16,539 | 128.9% | $230.07万 | 加仓 |
| NTRS | NORTHERN TR CORP | $409.07万 | 0.04% | 25,752 | 14,487 | 128.6% | $230.12万 | 加仓 |
| — | INDIGO ACQUISITION CORP | $409.15万 | 0.04% | 405,100 | 205,100 | 102.6% | $207.15万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $409.88万 | 0.04% | 23,070 | 13,068 | 130.7% | $232.18万 | 加仓 |
| WENN | WEN ACQUISITION CORP | $410.99万 | 0.04% | 400,186 | 389,093 | 3,507.6% | $399.60万 | 重新持有 |
| BIIB | BIOGEN INC | $412.37万 | 0.04% | 20,430 | 11,558 | 130.3% | $233.29万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $413.59万 | 0.04% | 6,465 | 3,627 | 127.8% | $232.03万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $413.75万 | 0.04% | 29,052 | 16,389 | 129.4% | $233.41万 | 加仓 |
| — | RF ACQUISITION CORP III | $418.08万 | 0.04% | 428,797 | 203,256 | 90.1% | $198.17万 | 加仓 |
| RMD | RESMED INC | $419.01万 | 0.04% | 20,163 | 11,356 | 128.9% | $235.99万 | 加仓 |
| HAL | HALLIBURTON CO | $419.46万 | 0.04% | 116,035 | 65,402 | 129.2% | $236.42万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $424.07万 | 0.04% | 63,165 | 35,613 | 129.3% | $239.10万 | 加仓 |
| IQV | IQVIA HLDGS INC | $427.32万 | 0.04% | 23,319 | 13,066 | 127.4% | $239.43万 | 加仓 |
| PAYX | PAYCHEX INC | $428.15万 | 0.04% | 44,776 | 25,245 | 129.3% | $241.40万 | 加仓 |
| AEE | AMEREN CORP | $428.60万 | 0.04% | 38,377 | 21,667 | 129.7% | $241.98万 | 加仓 |
| NRG | NRG ENERGY INC | $428.89万 | 0.04% | 29,357 | 16,518 | 128.7% | $241.32万 | 加仓 |
| DTE | DTE ENERGY CO | $431.73万 | 0.04% | 28,841 | 16,286 | 129.7% | $243.79万 | 加仓 |
| EVOX | EVOLUTION GLOBAL ACQUISITION | $436.20万 | 0.04% | 440,604 | 270,726 | 159.4% | $268.02万 | 加仓 |
| — | RIVIAN AUTOMOTIVE INC | $442.26万 | 0.04% | 4,139,000 | 0 | 0.0% | — | 不变 |
| — | BLUEPORT ACQUISITION LTD | $446.44万 | 0.04% | 449,588 | 220,144 | 95.9% | $218.60万 | 加仓 |
| — | PEACE ACQUISITION CORP | $462.53万 | 0.04% | 468,619 | 468,619 | — | $462.53万 | 新建仓 |
| MTB | M & T BK CORP | $462.63万 | 0.04% | 20,644 | 11,465 | 124.9% | $256.93万 | 加仓 |
| — | MOUNTAIN CREST ACQUISITION 6 | $463.82万 | 0.04% | 468,506 | 468,506 | — | $463.82万 | 新建仓 |
| WAT | WATERS CORP | $464.86万 | 0.04% | 13,616 | 7,687 | 129.7% | $262.44万 | 加仓 |
| FLEX | FLEX LTD | $466.52万 | 0.04% | 28,785 | 28,785 | — | $466.52万 | 新建仓 |
| — | INFLECTION POINT ACQU CORP V | $469.12万 | 0.04% | 455,453 | 0 | 0.0% | — | 不变 |
| — | GALAXYEDGE ACQUISITION CORP | $471.23万 | 0.05% | 478,405 | 478,405 | — | $471.23万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $471.86万 | 0.05% | 48,854 | 27,243 | 126.1% | $263.13万 | 加仓 |
| CCI | CROWN CASTLE INC | $472.83万 | 0.05% | 60,496 | 34,169 | 129.8% | $267.06万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $473.42万 | 0.05% | 281,411 | 158,701 | 129.3% | $266.98万 | 加仓 |
| — | VERNAL CAP ACQUISITION CORP | $475.00万 | 0.05% | 482,233 | 482,233 | — | $475.00万 | 新建仓 |
| IRM | IRON MTN INC DEL | $476.89万 | 0.05% | 41,178 | 23,293 | 130.2% | $269.76万 | 加仓 |
| — | EMMIS ACQUISITION CORP. | $479.02万 | 0.05% | 480,188 | 247,594 | 106.4% | $246.99万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $479.28万 | 0.05% | 46,099 | 25,987 | 129.2% | $270.18万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $484.14万 | 0.05% | 61,800 | 34,876 | 129.5% | $273.22万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $485.74万 | 0.05% | 8,347 | 4,701 | 128.9% | $273.57万 | 加仓 |
| JBL | JABIL INC | $487.98万 | 0.05% | 14,644 | 8,260 | 129.4% | $275.25万 | 加仓 |
| KVUE | KENVUE INC | $488.25万 | 0.05% | 266,829 | 150,998 | 130.4% | $276.30万 | 加仓 |
| EME | EMCOR GROUP INC | $488.50万 | 0.05% | 6,185 | 3,479 | 128.6% | $274.78万 | 加仓 |