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 |
|---|---|---|---|---|---|---|---|---|
| A | AGILENT TECHNOLOGIES INC | $488.78万 | 0.05% | 39,224 | 22,125 | 129.4% | $275.71万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $490.02万 | 0.05% | 30,898 | 17,414 | 129.1% | $276.17万 | 加仓 |
| — | K2 CAP ACQUISITION CORP | $493.00万 | 0.05% | 502,070 | 121,430 | 31.9% | $119.24万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $495.39万 | 0.05% | 14,345 | 7,901 | 122.6% | $272.85万 | 加仓 |
| — | FUTUREWAVE ACQUISITION CORP | $497.50万 | 0.05% | 500,000 | 500,000 | — | $497.50万 | 新建仓 |
| — | SILVER PEGASUS ACQUISITION C | $497.98万 | 0.05% | 491,937 | 200,001 | 68.5% | $202.46万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $498.72万 | 0.05% | 48,204 | 27,166 | 129.1% | $281.06万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $499.20万 | 0.05% | 26,930 | 15,196 | 129.5% | $281.69万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $499.46万 | 0.05% | 66,785 | 37,732 | 129.9% | $282.18万 | 加仓 |
| HUM | HUMANA INC | $499.75万 | 0.05% | 16,689 | 9,399 | 128.9% | $281.45万 | 加仓 |
| EQT | EQT CORP | $500.46万 | 0.05% | 86,696 | 48,968 | 129.8% | $282.67万 | 加仓 |
| KR | KROGER CO | $501.29万 | 0.05% | 79,606 | 44,408 | 126.2% | $279.64万 | 加仓 |
| — | SPARK I ACQUISITION CORP | $502.93万 | 0.05% | 448,816 | 10,287 | 2.3% | $11.53万 | 加仓 |
| NDAQ | NASDAQ INC | $506.16万 | 0.05% | 62,126 | 34,978 | 128.8% | $284.97万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $512.41万 | 0.05% | 38,322 | 21,461 | 127.3% | $286.96万 | 加仓 |
| — | RANGE CAP ACQUISITION CORP | $516.74万 | 0.05% | 499,977 | 99,206 | 24.8% | $102.53万 | 加仓 |
| VMC | VULCAN MATLS CO | $517.18万 | 0.05% | 18,146 | 10,158 | 127.2% | $289.52万 | 加仓 |
| XYZ | BLOCK INC | $517.69万 | 0.05% | 75,009 | 41,900 | 126.6% | $289.18万 | 加仓 |
| SYY | SYSCO CORP | $519.41万 | 0.05% | 66,389 | 37,436 | 129.3% | $292.89万 | 加仓 |
| PCG | PG&E CORP | $523.46万 | 0.05% | 305,286 | 172,409 | 129.8% | $295.62万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $525.58万 | 0.05% | 44,963 | 25,410 | 130.0% | $297.02万 | 加仓 |
| TACO | BERTO ACQUISITION CORP | $525.62万 | 0.05% | 517,139 | 175,096 | 51.2% | $177.97万 | 加仓 |
| CCAQ | COLLECTIVE ACQUISITION CORP | $526.02万 | 0.05% | 510,043 | 322,648 | 172.2% | $332.76万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $527.71万 | 0.05% | 25,452 | 14,328 | 128.8% | $297.07万 | 加仓 |
| GRMN | GARMIN LTD | $534.15万 | 0.05% | 22,717 | 12,834 | 129.9% | $301.77万 | 加仓 |
| ZTS | ZOETIS INC | $537.52万 | 0.05% | 58,341 | 32,821 | 128.6% | $302.40万 | 加仓 |
| PCAP | PROCAP ACQUISITION CORP | $538.12万 | 0.05% | 525,000 | 525,000 | — | $538.12万 | 新建仓 |
| — | BEST SPAC I ACQUISITION CORP | $540.10万 | 0.05% | 533,699 | 0 | 0.0% | — | 不变 |
| — | ORIGIN INVT CORP I | $543.75万 | 0.05% | 534,020 | 344,454 | 181.7% | $350.73万 | 加仓 |
| CBRE | CBRE GROUP INC | $546.71万 | 0.05% | 40,490 | 22,924 | 130.5% | $309.53万 | 加仓 |
| — | CALISA ACQUISITION CORP | $547.69万 | 0.05% | 548,714 | 343,123 | 166.9% | $342.48万 | 加仓 |
| FLR | FLUOR CORP | $548.44万 | 0.05% | 4,508,000 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $548.48万 | 0.05% | 24,150 | 13,627 | 129.5% | $309.49万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $549.94万 | 0.05% | 124,717 | 69,059 | 124.1% | $304.51万 | 加仓 |
| — | DYNAMIX CORP | $552.61万 | 0.05% | 530,343 | 30,067 | 6.0% | $31.33万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $553.46万 | 0.05% | 73,946 | 41,509 | 128.0% | $310.68万 | 加仓 |
| — | ALPEX ACQUISITION CORP | $555.81万 | 0.05% | 558,604 | 558,604 | — | $555.81万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $556.04万 | 0.05% | 4,624,000 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $556.32万 | 0.05% | 11,080 | 6,310 | 132.3% | $316.82万 | 加仓 |
| — | NEXTERA ENERGY INC | $558.31万 | 0.05% | 100,000 | 0 | 0.0% | — | 不变 |
| HCMA | HCM III ACQUISITION CORP | $558.50万 | 0.05% | 550,000 | 250,000 | 83.3% | $253.86万 | 加仓 |
| MSCI | MSCI INC | $558.60万 | 0.05% | 10,141 | 5,699 | 128.3% | $313.92万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $558.70万 | 0.05% | 100,323 | 56,844 | 130.7% | $316.57万 | 加仓 |
| DHI | D R HORTON INC | $559.80万 | 0.05% | 36,935 | 20,647 | 126.8% | $312.93万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $560.90万 | 0.05% | 69,189 | 39,013 | 129.3% | $316.27万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $561.66万 | 0.05% | 127,761 | 90,263 | 240.7% | $396.81万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $564.88万 | 0.05% | 188,648 | 106,516 | 129.7% | $318.95万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $566.15万 | 0.05% | 50,672 | 28,852 | 132.2% | $322.36万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $568.14万 | 0.05% | 12,557 | 7,038 | 127.5% | $318.43万 | 加仓 |
| SDHI | SIDDHI ACQUISITION CORP | $569.74万 | 0.05% | 553,776 | 211,905 | 62.0% | $218.01万 | 加仓 |
| VTR | VENTAS INC | $572.81万 | 0.05% | 66,776 | 38,062 | 132.6% | $326.50万 | 加仓 |
| — | BAYVIEW ACQUISITION CORP | $575.06万 | 0.06% | 480,564 | 235,000 | 95.7% | $281.21万 | 加仓 |
| STT | STATE STR CORP | $581.02万 | 0.06% | 38,540 | 21,668 | 128.4% | $326.66万 | 加仓 |
| — | PINNACLE WEST CAP CORP | $589.88万 | 0.06% | 5,179,000 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $593.35万 | 0.06% | 75,591 | 42,314 | 127.2% | $332.14万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $593.48万 | 0.06% | 179,160 | 100,423 | 127.5% | $332.66万 | 加仓 |
| FERA | FIFTH ERA ACQUISITION CORP I | $595.12万 | 0.06% | 576,033 | 441,620 | 328.6% | $456.25万 | 加仓 |
| BLUW | BLUE WTR ACQUISITION CORP. I | $595.68万 | 0.06% | 582,638 | 278,030 | 91.3% | $284.25万 | 加仓 |
| SVCC | STELLAR V CAP CORP | $596.17万 | 0.06% | 573,236 | 287,371 | 100.5% | $298.87万 | 加仓 |
| IDXX | IDEXX LABS INC | $596.35万 | 0.06% | 11,003 | 6,176 | 127.9% | $334.73万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $597.10万 | 0.06% | 38,786 | 21,572 | 125.3% | $332.10万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $600.01万 | 0.06% | 27,820 | 15,656 | 128.7% | $337.66万 | 加仓 |
| — | FUTURE MONEY ACQUISITION COR | $602.35万 | 0.06% | 611,522 | 611,522 | — | $602.35万 | 新建仓 |
| YUM | YUM BRANDS INC | $605.92万 | 0.06% | 38,363 | 21,578 | 128.6% | $340.81万 | 加仓 |
| — | FORTUNA MNG CORP | $615.00万 | 0.06% | 3,550,000 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $615.77万 | 0.06% | 23,593 | 13,284 | 128.9% | $346.71万 | 加仓 |
| ADSK | AUTODESK INC | $628.19万 | 0.06% | 29,346 | 16,530 | 129.0% | $353.85万 | 加仓 |
| NUE | NUCOR CORP | $631.13万 | 0.06% | 31,666 | 17,830 | 128.9% | $355.37万 | 加仓 |
| — | PLUM ACQUISITION CORP IV | $636.66万 | 0.06% | 603,467 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $637.16万 | 0.06% | 62,085 | 34,760 | 127.2% | $356.73万 | 加仓 |
| CVNA | CARVANA CO | $637.89万 | 0.06% | 64,627 | 21,877 | 51.2% | $215.93万 | 加仓 |
| — | ELECTRONIC ARTS INC | $639.14万 | 0.06% | 31,249 | 17,633 | 129.5% | $360.65万 | 加仓 |
| — | XFLH CAP CORP | $640.83万 | 0.06% | 651,089 | 275,804 | 73.5% | $271.46万 | 加仓 |
| SO | SOUTHERN CO | $642.50万 | 0.06% | 66,567 | 0 | 0.0% | — | 不变 |
| TVAI | THAYER VENTURES ACQ CORP II | $646.52万 | 0.06% | 636,075 | 511,075 | 408.9% | $519.47万 | 加仓 |
| — | STRATEGY INC | $650.65万 | 0.06% | 6,000,000 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $652.38万 | 0.06% | 21,918 | 12,369 | 129.5% | $368.16万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $652.77万 | 0.06% | 125,366 | 70,954 | 130.4% | $369.45万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $659.86万 | 0.06% | 184,210 | 103,878 | 129.3% | $372.10万 | 加仓 |
| — | RAMACO RES INC | $667.28万 | 0.06% | 8,925,000 | 0 | 0.0% | — | 不变 |
| — | GP-ACT III ACQUISITION CORP | $668.07万 | 0.06% | 618,584 | 558,486 | 929.3% | $603.16万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $675.05万 | 0.06% | 15,504 | 8,711 | 128.2% | $379.28万 | 加仓 |
| XEL | XCEL ENERGY INC | $676.54万 | 0.06% | 84,634 | 48,873 | 136.7% | $390.67万 | 加仓 |
| EXC | EXELON CORP | $676.58万 | 0.06% | 141,944 | 80,106 | 129.5% | $381.83万 | 加仓 |
| ALDFF | ALDEL FINL II INC | $677.41万 | 0.06% | 640,111 | 455,738 | 247.2% | $482.29万 | 加仓 |
| — | DT CLOUD STAR ACQUISITION CO | $679.79万 | 0.07% | 617,990 | 308,995 | 100.0% | $339.89万 | 加仓 |
| VST | VISTRA CORP | $683.07万 | 0.07% | 44,068 | 24,814 | 128.9% | $384.63万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $688.72万 | 0.07% | 80,161 | 45,079 | 128.5% | $387.31万 | 加仓 |
| F | FORD MTR CO | $699.29万 | 0.07% | 543,307 | 306,409 | 129.3% | $394.38万 | 加仓 |
| — | KEEN VISION ACQUISITION CORP | $705.57万 | 0.07% | 590,436 | 295,218 | 100.0% | $352.79万 | 加仓 |
| ONEN | HENNESSY CAP INVT CORP VII | $706.70万 | 0.07% | 685,345 | 421,750 | 160.0% | $434.89万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $709.40万 | 0.07% | 4,353,682 | 30,682 | 0.7% | $5.00万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $715.80万 | 0.07% | 108,622 | 61,123 | 128.7% | $402.79万 | 加仓 |
| ETR | ENTERGY CORP NEW | $719.00万 | 0.07% | 63,193 | 35,847 | 131.1% | $407.86万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $720.07万 | 0.07% | 6,848,000 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $730.11万 | 0.07% | 64,084 | 35,863 | 127.1% | $408.59万 | 加仓 |
| — | FUTURE VISION II ACQUISITION | $730.18万 | 0.07% | 688,591 | 11,000 | 1.6% | $11.66万 | 加仓 |
| AME | AMETEK INC | $732.46万 | 0.07% | 31,861 | 17,944 | 128.9% | $412.52万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $736.20万 | 0.07% | 32,562 | 18,336 | 128.9% | $414.56万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $739.96万 | 0.07% | 64,179 | 36,108 | 128.6% | $416.31万 | 加仓 |