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 |
|---|---|---|---|---|---|---|---|---|
| MRSH | MARSH & MCLENNAN COS INC | $1,136.30万 | 0.11% | 66,986 | 37,719 | 128.9% | $639.84万 | 加仓 |
| — | CANTOR EQUITY PARTNERS III I | $1,137.13万 | 0.11% | 1,109,397 | 0 | 0.0% | — | 不变 |
| — | INFLECTION PT ACQUISITION CO | $1,139.26万 | 0.11% | 1,104,505 | 1,031,980 | 1,422.9% | $1,064.46万 | 加仓 |
| — | LAKESHORE ACQUISITION III CO | $1,146.50万 | 0.11% | 1,116,277 | 789,636 | 241.7% | $811.01万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,147.67万 | 0.11% | 43,866 | 25,027 | 132.8% | $654.79万 | 加仓 |
| CSX | CSX CORP | $1,152.90万 | 0.11% | 257,889 | 145,471 | 129.4% | $650.33万 | 加仓 |
| SCII | SC II ACQUISITION CORP | $1,158.96万 | 0.11% | 1,166,230 | 645,413 | 123.9% | $641.39万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,160.15万 | 0.11% | 51,357 | 28,924 | 128.9% | $653.39万 | 加仓 |
| SOUL | SOULPOWER ACQUISITION CORP | $1,164.13万 | 0.11% | 1,138,374 | 598,589 | 110.9% | $612.13万 | 加仓 |
| — | ALBEMARLE CORP | $1,176.64万 | 0.11% | 165,500 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,182.44万 | 0.11% | 84,767 | 47,765 | 129.1% | $666.29万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,195.43万 | 0.11% | 55,637 | 31,295 | 128.6% | $672.41万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1,199.32万 | 0.11% | 443,860 | 244,030 | 122.1% | $659.37万 | 加仓 |
| BX | BLACKSTONE INC | $1,204.82万 | 0.12% | 103,421 | 58,159 | 128.5% | $677.54万 | 加仓 |
| — | PEABODY ENGR CORP | $1,208.08万 | 0.12% | 6,616,000 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1,212.65万 | 0.12% | 65,074 | 36,431 | 127.2% | $678.89万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1,218.51万 | 0.12% | 199,430 | 112,545 | 129.5% | $687.64万 | 加仓 |
| CMI | CUMMINS INC | $1,219.89万 | 0.12% | 19,156 | 10,803 | 129.3% | $687.95万 | 加仓 |
| USB | US BANCORP | $1,222.77万 | 0.12% | 215,499 | 121,527 | 129.3% | $689.56万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,230.48万 | 0.12% | 35,213 | 19,871 | 129.5% | $694.37万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,249.10万 | 0.12% | 169,575 | 95,747 | 129.7% | $705.28万 | 加仓 |
| ADBE | ADOBE INC | $1,252.02万 | 0.12% | 56,461 | 31,644 | 127.5% | $701.70万 | 加仓 |
| HAVA | HARVARD AVE ACQUISITION CORP | $1,260.89万 | 0.12% | 1,259,994 | 719,148 | 133.0% | $719.66万 | 加仓 |
| PAII | PYROPHYTE ACQUISITION CORP. | $1,264.95万 | 0.12% | 1,125,630 | 928,369 | 470.6% | $1,043.27万 | 加仓 |
| — | ARMADA ACQUISITION CORP II | $1,265.61万 | 0.12% | 1,233,194 | 774,922 | 169.1% | $795.29万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,267.69万 | 0.12% | 38,049 | 21,593 | 131.2% | $719.42万 | 加仓 |
| CME | CME GROUP INC | $1,270.31万 | 0.12% | 50,168 | 28,368 | 130.1% | $718.31万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $1,270.66万 | 0.12% | 95,343 | 53,736 | 129.2% | $716.15万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,272.00万 | 0.12% | 40,613 | 22,647 | 126.1% | $709.31万 | 加仓 |
| — | CHAMPIONSGATE ACQUISITION CO | $1,272.95万 | 0.12% | 1,244,641 | 642,381 | 106.7% | $656.99万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,282.18万 | 0.12% | 55,856 | 31,438 | 128.7% | $721.66万 | 加仓 |
| INTU | INTUIT | $1,292.48万 | 0.12% | 38,474 | 21,651 | 128.7% | $727.34万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1,307.58万 | 0.13% | 495,860 | 278,925 | 128.6% | $735.52万 | 加仓 |
| — | WINTERGREEN ACQUISITION CORP | $1,326.66万 | 0.13% | 1,291,008 | 655,508 | 103.1% | $673.61万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,335.71万 | 0.13% | 85,262 | 48,064 | 129.2% | $752.97万 | 加仓 |
| — | AA MISSION ACQUISITION CORP | $1,336.71万 | 0.13% | 1,331,207 | 688,168 | 107.0% | $691.01万 | 加仓 |
| — | MELAR ACQUISITION CORP. I | $1,340.78万 | 0.13% | 1,250,727 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $1,340.84万 | 0.13% | 20,763 | 11,748 | 130.3% | $758.67万 | 加仓 |
| MCK | MCKESSON CORP | $1,351.89万 | 0.13% | 16,816 | 9,411 | 127.1% | $756.58万 | 加仓 |
| COPL | COPLEY ACQUISITION CORP | $1,363.70万 | 0.13% | 1,318,494 | 1,020,000 | 341.7% | $1,054.97万 | 加仓 |
| — | WORKIVA INC | $1,374.63万 | 0.13% | 13,931,000 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $1,387.09万 | 0.13% | 13,661 | 7,721 | 130.0% | $783.96万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1,388.16万 | 0.13% | 108,047 | 61,034 | 129.8% | $784.15万 | 加仓 |
| — | STARRY SEA ACQUISITION CORP | $1,397.44万 | 0.13% | 1,386,930 | 700,965 | 102.2% | $706.28万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1,400.79万 | 0.13% | 55,563 | 31,324 | 129.2% | $789.70万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,407.60万 | 0.13% | 30,686 | 17,306 | 129.3% | $793.84万 | 加仓 |
| POLE | ANDRETTI ACQUISITION CORP II | $1,416.03万 | 0.14% | 1,332,126 | 661,251 | 98.6% | $702.90万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,457.88万 | 0.14% | 178,017 | 100,514 | 129.7% | $823.17万 | 加仓 |
| NOW | SERVICENOW INC | $1,462.71万 | 0.14% | 143,975 | 80,740 | 127.7% | $820.27万 | 加仓 |
| SSAC | SPACSPHERE ACQUISITION CORP | $1,491.64万 | 0.14% | 1,504,075 | 1,012,567 | 206.0% | $1,004.20万 | 加仓 |
| NEM | NEWMONT CORP | $1,494.76万 | 0.14% | 149,549 | 83,577 | 126.7% | $835.36万 | 加仓 |
| — | QUANTUMSPHERE ACQUISITION CO | $1,504.02万 | 0.14% | 1,489,007 | 757,023 | 103.4% | $764.66万 | 加仓 |
| ORCL | ORACLE CORP | $1,508.07万 | 0.14% | 102,513 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1,528.86万 | 0.15% | 158,102 | 89,226 | 129.5% | $862.82万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,534.64万 | 0.15% | 47,834 | 27,012 | 129.7% | $866.61万 | 加仓 |
| — | GIGCAPITAL7 CORP | $1,544.57万 | 0.15% | 1,453,030 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $1,549.00万 | 0.15% | 28,124 | 15,884 | 129.8% | $874.85万 | 加仓 |
| — | LAKE SUPERIOR ACQUISITION CO | $1,568.46万 | 0.15% | 1,563,663 | 599,076 | 62.1% | $600.91万 | 加仓 |
| LPBB | LAUNCH TWO ACQUISITION CORP. | $1,582.22万 | 0.15% | 1,488,349 | 1,081,007 | 265.4% | $1,149.19万 | 加仓 |
| CVS | CVS HEALTH CORP | $1,585.75万 | 0.15% | 176,802 | 99,891 | 129.9% | $895.93万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,586.35万 | 0.15% | 53,198 | 30,071 | 130.0% | $896.71万 | 加仓 |
| — | RF ACQUISITION CORP II | $1,600.97万 | 0.15% | 1,466,758 | 734,379 | 100.3% | $801.58万 | 加仓 |
| LPAA | LAUNCH ONE ACQUISITION CORP | $1,601.11万 | 0.15% | 1,503,112 | 20,000 | 1.3% | $21.30万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,610.31万 | 0.15% | 232,216 | 130,733 | 128.8% | $906.57万 | 加仓 |
| DAAQ | DIGITAL ASSET ACQUISITION CO | $1,648.24万 | 0.16% | 1,604,347 | 1,072,963 | 201.9% | $1,102.32万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,648.57万 | 0.16% | 17,501 | 9,871 | 129.4% | $929.83万 | 加仓 |
| MKLY | MCKINLEY ACQUISITION CORP | $1,648.58万 | 0.16% | 1,639,177 | 940,027 | 134.5% | $945.42万 | 加仓 |
| — | CHARLTON ARIA ACQUISITION CO | $1,655.25万 | 0.16% | 1,560,272 | 768,886 | 97.2% | $815.69万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,660.48万 | 0.16% | 87,349 | 49,315 | 129.7% | $937.46万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1,666.78万 | 0.16% | 86,508 | 48,718 | 128.9% | $938.67万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,667.86万 | 0.16% | 282,985 | 159,871 | 129.9% | $942.25万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,672.66万 | 0.16% | 35,225 | 19,870 | 129.4% | $943.53万 | 加仓 |
| SNOW | SNOWFLAKE INC | $1,672.87万 | 0.16% | 14,242,000 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $1,678.90万 | 0.16% | 50,228 | 28,239 | 128.4% | $943.91万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,701.75万 | 0.16% | 81,179 | 45,747 | 129.1% | $958.99万 | 加仓 |
| JACS | JACKSON ACQUISITION CO II | $1,706.02万 | 0.16% | 1,620,109 | 905,335 | 126.7% | $953.34万 | 加仓 |
| — | CENTURION ACQUISITION CORP | $1,731.09万 | 0.17% | 1,613,886 | 250,775 | 18.4% | $268.99万 | 加仓 |
| PLD | PROLOGIS INC. | $1,731.61万 | 0.17% | 129,187 | 72,991 | 129.9% | $978.36万 | 加仓 |
| — | QUARTZSEA ACQUISITION CORP | $1,732.69万 | 0.17% | 1,671,050 | 993,296 | 146.6% | $1,029.94万 | 加仓 |
| — | CO2 ENERGY TRANSITION CORP | $1,736.11万 | 0.17% | 1,681,458 | 840,729 | 100.0% | $868.05万 | 加仓 |
| APP | APPLOVIN CORP | $1,737.27万 | 0.17% | 37,446 | 21,063 | 128.6% | $977.20万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,753.55万 | 0.17% | 42,236 | 23,737 | 128.3% | $985.51万 | 加仓 |
| LOW | LOWES COS INC | $1,768.06万 | 0.17% | 77,759 | 43,847 | 129.3% | $996.98万 | 加仓 |
| — | MOUNTAIN LAKE ACQUISITION CO | $1,795.65万 | 0.17% | 1,710,141 | 0 | 0.0% | — | 不变 |
| KCHV | KOCHAV DEFENSE ACQUI CO | $1,817.29万 | 0.17% | 1,774,856 | 943,382 | 113.5% | $965.94万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $1,885.27万 | 0.18% | 14,754,000 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $1,901.87万 | 0.18% | 62,613 | 13,888 | 28.5% | $421.85万 | 加仓 |
| BLK | BLACKROCK INC | $1,925.65万 | 0.18% | 20,025 | 11,302 | 129.6% | $1,086.83万 | 加仓 |
| — | ORACLE CORP | $1,946.84万 | 0.19% | 132,845 | 132,845 | — | $1,946.84万 | 新建仓 |
| COP | CONOCOPHILLIPS | $1,969.24万 | 0.19% | 169,446 | 95,379 | 128.8% | $1,108.46万 | 加仓 |
| CRAC | CROWN RESV ACQUISITION CORP | $1,979.06万 | 0.19% | 1,974,296 | 1,190,077 | 151.8% | $1,192.95万 | 加仓 |
| PFE | PFIZER INC | $2,039.64万 | 0.20% | 789,928 | 446,202 | 129.8% | $1,152.12万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,041.92万 | 0.20% | 68,546 | 68,546 | — | $2,041.92万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $2,044.94万 | 0.20% | 283,786 | 159,364 | 128.1% | $1,148.36万 | 加仓 |
| — | NMP ACQUISITION CORP | $2,054.00万 | 0.20% | 2,026,478 | 1,025,889 | 102.5% | $1,039.82万 | 加仓 |
| CRM | SALESFORCE INC | $2,060.72万 | 0.20% | 120,690 | 64,044 | 113.1% | $1,093.52万 | 加仓 |
| WELL | WELLTOWER INC | $2,088.33万 | 0.20% | 97,447 | 55,265 | 131.0% | $1,184.35万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,092.35万 | 0.20% | 49,196 | 27,727 | 129.1% | $1,179.25万 | 加仓 |
| DE | DEERE & CO | $2,105.94万 | 0.20% | 34,906 | 19,666 | 129.0% | $1,186.49万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,115.69万 | 0.20% | 35,167 | 19,927 | 130.8% | $1,198.84万 | 加仓 |