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 |
|---|---|---|---|---|---|---|---|---|
| DAL | DELTA AIR LINES INC | $740.20万 | 0.07% | 90,427 | 51,157 | 130.3% | $418.75万 | 加仓 |
| AZO | AUTOZONE INC | $750.73万 | 0.07% | 2,292 | 1,290 | 128.7% | $422.53万 | 加仓 |
| GWW | WW GRAINGER INC | $751.19万 | 0.07% | 6,046 | 3,401 | 128.6% | $422.56万 | 加仓 |
| FAST | FASTENAL CO | $753.76万 | 0.07% | 159,291 | 89,878 | 129.5% | $425.30万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $762.83万 | 0.07% | 23,796 | 13,427 | 129.5% | $430.43万 | 加仓 |
| NKE | NIKE INC | $765.96万 | 0.07% | 165,938 | 93,907 | 130.4% | $433.47万 | 加仓 |
| TDAC | TRANSLATIONAL DEV ACQUISITIO | $769.94万 | 0.07% | 729,112 | 328,012 | 81.8% | $346.38万 | 加仓 |
| OKE | ONEOK INC NEW | $772.67万 | 0.07% | 87,364 | 49,324 | 129.7% | $436.23万 | 加仓 |
| TRGP | TARGA RES CORP | $775.95万 | 0.07% | 29,781 | 16,804 | 129.5% | $437.83万 | 加仓 |
| CTVA | CORTEVA INC | $783.78万 | 0.08% | 93,018 | 52,361 | 128.8% | $441.20万 | 加仓 |
| D | DOMINION ENERGY INC | $789.32万 | 0.08% | 120,474 | 68,851 | 133.4% | $451.10万 | 加仓 |
| ABNB | AIRBNB INC | $791.57万 | 0.08% | 58,326 | 32,719 | 127.8% | $444.05万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $795.79万 | 0.08% | 137,411 | 77,668 | 130.0% | $449.80万 | 加仓 |
| TGT | TARGET CORP | $796.18万 | 0.08% | 62,931 | 35,557 | 129.9% | $449.86万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $798.17万 | 0.08% | 35,647 | 20,112 | 129.5% | $450.33万 | 加仓 |
| CTAS | CINTAS CORP | $800.39万 | 0.08% | 47,173 | 26,624 | 129.6% | $451.73万 | 加仓 |
| COR | CENCORA INC | $800.46万 | 0.08% | 26,992 | 15,232 | 129.5% | $451.71万 | 加仓 |
| GIW | GIGCAPITAL8 CORP | $801.30万 | 0.08% | 805,313 | 789,680 | 5,051.4% | $785.75万 | 加仓 |
| — | NEWBRIDGE ACQUISITION LTD | $804.32万 | 0.08% | 816,573 | 549,725 | 206.0% | $541.48万 | 加仓 |
| ALL | ALLSTATE CORP | $805.42万 | 0.08% | 35,871 | 20,153 | 128.2% | $452.50万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $813.53万 | 0.08% | 25,876 | 14,585 | 129.2% | $458.55万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $816.22万 | 0.08% | 45,383 | 25,860 | 132.5% | $465.09万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $825.96万 | 0.08% | 10,407 | 6,091 | 141.1% | $483.41万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $831.50万 | 0.08% | 40,591 | 22,852 | 128.8% | $468.12万 | 加仓 |
| URI | UNITED RENTALS INC | $833.19万 | 0.08% | 8,714 | 4,905 | 128.8% | $468.99万 | 加仓 |
| TFC | TRUIST FINL CORP | $836.79万 | 0.08% | 173,860 | 97,538 | 127.8% | $469.45万 | 加仓 |
| FIX | COMFORT SYS USA INC | $838.68万 | 0.08% | 4,879 | 2,751 | 129.3% | $472.89万 | 加仓 |
| — | COLUMBUS ACQUISITION CORP | $840.20万 | 0.08% | 800,201 | 399,324 | 99.6% | $419.28万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $849.69万 | 0.08% | 99,012 | 55,894 | 129.6% | $479.66万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $853.65万 | 0.08% | 6,791 | 3,846 | 130.6% | $483.45万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $855.01万 | 0.08% | 34,981 | 19,766 | 129.9% | $483.12万 | 加仓 |
| SRE | SEMPRA | $857.87万 | 0.08% | 90,634 | 51,176 | 129.7% | $484.39万 | 加仓 |
| — | BLACK HAWK ACQUISITION CORP | $859.74万 | 0.08% | 747,600 | 373,800 | 100.0% | $429.87万 | 加仓 |
| PCAR | PACCAR INC | $861.78万 | 0.08% | 72,965 | 41,202 | 129.7% | $486.63万 | 加仓 |
| — | HONEYWELL INTL INC | $867.55万 | 0.08% | 38,382 | -7,846 | -17.0% | -$177.34万 | 重新持有 |
| CIEN | CIENA CORP | $873.63万 | 0.08% | 19,585 | 11,070 | 130.0% | $493.80万 | 加仓 |
| TER | TERADYNE INC | $873.63万 | 0.08% | 21,723 | 12,255 | 129.4% | $492.86万 | 加仓 |
| COHR | COHERENT CORP | $874.16万 | 0.08% | 26,650 | 15,316 | 135.1% | $502.39万 | 加仓 |
| KKR | KKR & CO INC | $880.62万 | 0.08% | 95,623 | 54,126 | 130.4% | $498.46万 | 加仓 |
| DASH | DOORDASH INC | $886.05万 | 0.08% | 52,227 | 29,627 | 131.1% | $502.63万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $886.88万 | 0.09% | 271,634 | 153,277 | 129.5% | $500.45万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $902.13万 | 0.09% | 30,894 | 17,433 | 129.5% | $509.06万 | 加仓 |
| DDOG | DATADOG INC | $908.61万 | 0.09% | 45,746 | 25,900 | 130.5% | $514.43万 | 加仓 |
| KFII | K&F GROWTH ACQUISITION CORP | $908.63万 | 0.09% | 871,565 | 563,708 | 183.1% | $587.68万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $921.82万 | 0.09% | 21,620 | 12,157 | 128.5% | $518.34万 | 加仓 |
| — | FLAG SHIP ACQUISITION CORP | $922.54万 | 0.09% | 850,500 | 400,000 | 88.8% | $433.88万 | 加仓 |
| — | APERTURE AC | $930.83万 | 0.09% | 945,000 | 945,000 | — | $930.83万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $930.90万 | 0.09% | 29,721 | 16,648 | 127.3% | $521.44万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $934.54万 | 0.09% | 45,049 | 25,388 | 129.1% | $526.67万 | 加仓 |
| MCO | MOODYS CORP | $937.35万 | 0.09% | 21,037 | 11,762 | 126.8% | $524.08万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $942.77万 | 0.09% | 31,159 | 17,583 | 129.5% | $532.01万 | 加仓 |
| FACT | FACT II ACQUISITION CORP | $950.97万 | 0.09% | 901,402 | 650,498 | 259.3% | $686.27万 | 加仓 |
| GM | GENERAL MTRS CO | $951.24万 | 0.09% | 125,239 | 70,590 | 129.2% | $536.16万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $952.25万 | 0.09% | 109,720 | 61,941 | 129.6% | $537.58万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $958.64万 | 0.09% | 13,917 | 7,823 | 128.4% | $538.87万 | 加仓 |
| DGAC/U | DISCIPLINED GROWTH | $959.84万 | 0.09% | 959,841 | 959,841 | — | $959.84万 | 新建仓 |
| ROST | ROSS STORES INC | $960.43万 | 0.09% | 44,775 | 25,221 | 129.0% | $540.99万 | 加仓 |
| ECL | ECOLAB INC | $962.45万 | 0.09% | 35,241 | 19,830 | 128.7% | $541.57万 | 加仓 |
| NTWO | NEWBURY STR II ACQUISITION C | $965.45万 | 0.09% | 918,227 | 524,501 | 133.2% | $551.47万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $967.07万 | 0.09% | 36,352 | 20,497 | 129.3% | $545.28万 | 加仓 |
| AON | AON PLC | $973.17万 | 0.09% | 29,688 | 16,721 | 129.0% | $548.11万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $974.33万 | 0.09% | 23,011 | 12,996 | 129.8% | $550.28万 | 加仓 |
| PSX | PHILLIPS 66 | $974.38万 | 0.09% | 55,747 | 31,389 | 128.9% | $548.64万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $978.97万 | 0.09% | 7,793 | 4,379 | 128.3% | $550.10万 | 加仓 |
| CUB | LIONHEART HOLDINGS | $981.72万 | 0.09% | 920,184 | 345,316 | 60.1% | $368.41万 | 加仓 |
| — | SHREYA ACQUISITION GROUP | $984.52万 | 0.09% | 1,002,571 | 1,002,571 | — | $984.52万 | 新建仓 |
| CRH | CRH PLC | $985.70万 | 0.09% | 92,833 | 52,312 | 129.1% | $555.45万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $989.66万 | 0.09% | 111,376 | 62,646 | 128.6% | $556.66万 | 加仓 |
| CI | THE CIGNA GROUP | $995.81万 | 0.10% | 36,638 | 20,710 | 130.0% | $562.89万 | 加仓 |
| AESPU | AEON ACQUISITION I CORP | $1,003.29万 | 0.10% | 1,003,291 | 1,003,291 | — | $1,003.29万 | 新建仓 |
| FDX | FEDEX CORP | $1,003.92万 | 0.10% | 30,263 | 17,186 | 131.4% | $570.12万 | 加仓 |
| — | PANTAGES CAPITAL ACQUISITION | $1,005.38万 | 0.10% | 963,757 | 205,000 | 27.0% | $213.85万 | 加仓 |
| — | MILUNA ACQUISITION CORP | $1,007.18万 | 0.10% | 1,006,872 | 691,959 | 219.7% | $692.17万 | 加仓 |
| ATLQU | JAB ACQUISITION CORP I | $1,008.63万 | 0.10% | 1,011,661 | 1,011,661 | — | $1,008.63万 | 新建仓 |
| SLB | SLB LIMITED | $1,008.71万 | 0.10% | 207,445 | 117,046 | 129.5% | $569.14万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,010.46万 | 0.10% | 31,684 | 17,822 | 128.6% | $568.38万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,011.36万 | 0.10% | 75,294 | 42,597 | 130.3% | $572.17万 | 加仓 |
| EOG | EOG RES INC | $1,015.18万 | 0.10% | 74,501 | 41,699 | 127.1% | $568.21万 | 加仓 |
| MPC | MARATHON PETE CORP | $1,019.80万 | 0.10% | 40,689 | 22,855 | 128.2% | $572.82万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1,027.93万 | 0.10% | 177,988 | 100,495 | 129.7% | $580.39万 | 加仓 |
| — | CAYSON ACQUISITION CORP | $1,032.27万 | 0.10% | 951,400 | 475,500 | 99.9% | $515.92万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,038.59万 | 0.10% | 34,737 | 19,527 | 128.4% | $583.83万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,048.10万 | 0.10% | 30,344 | 17,001 | 127.4% | $587.22万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,059.23万 | 0.10% | 206,020 | 116,365 | 129.8% | $598.28万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,061.01万 | 0.10% | 41,685 | 23,246 | 126.1% | $591.68万 | 加仓 |
| FTNT | FORTINET INC | $1,061.24万 | 0.10% | 86,967 | 48,754 | 127.6% | $594.93万 | 加仓 |
| — | TAVIA ACQUISITION CORP | $1,062.73万 | 0.10% | 1,009,767 | 500,642 | 98.3% | $526.90万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,065.05万 | 0.10% | 31,894 | 17,957 | 128.8% | $599.64万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,067.30万 | 0.10% | 115,776 | 64,879 | 127.5% | $598.10万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,067.84万 | 0.10% | 103,124 | 58,449 | 130.8% | $605.23万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1,069.84万 | 0.10% | 30,430 | 17,134 | 128.9% | $602.39万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,072.84万 | 0.10% | 77,824 | 43,849 | 129.1% | $604.48万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,082.56万 | 0.10% | 18,517 | 10,452 | 129.6% | $611.05万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,085.02万 | 0.10% | 78,605 | 44,273 | 129.0% | $611.12万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,085.04万 | 0.10% | 64,776 | 36,474 | 128.9% | $610.96万 | 加仓 |
| — | STONEBRIDGE ACQUISITION II C | $1,098.56万 | 0.11% | 1,094,810 | 542,755 | 98.3% | $544.62万 | 加仓 |
| — | UY SCUTI ACQUISITION CORP. | $1,111.29万 | 0.11% | 1,069,800 | 469,800 | 78.3% | $488.02万 | 加仓 |
| MMM | 3M CO | $1,123.55万 | 0.11% | 72,674 | 40,833 | 128.2% | $631.29万 | 加仓 |
| SNPS | SYNOPSYS INC | $1,127.54万 | 0.11% | 26,563 | 14,997 | 129.7% | $636.59万 | 加仓 |
| — | LEGATO MERGER CORP III | $1,135.25万 | 0.11% | 1,040,563 | 0 | 0.0% | — | 不变 |