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 |
|---|---|---|---|---|---|---|---|---|
| RIG | TRANSOCEAN INC | $2,118.90万 | 0.20% | 10,543,000 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $2,129.91万 | 0.20% | 228,963 | 127,985 | 126.7% | $1,190.57万 | 加仓 |
| UNP | UNION PAC CORP | $2,134.63万 | 0.20% | 82,354 | 46,481 | 129.6% | $1,204.80万 | 加仓 |
| ETN | EATON CORP PLC | $2,135.17万 | 0.20% | 53,879 | 30,399 | 129.5% | $1,204.68万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,139.73万 | 0.21% | 143,263 | 80,837 | 129.5% | $1,207.35万 | 加仓 |
| GLW | CORNING INC | $2,207.91万 | 0.21% | 108,513 | 61,314 | 129.9% | $1,247.55万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,210.51万 | 0.21% | 30,738 | 17,555 | 133.2% | $1,262.46万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $2,273.38万 | 0.22% | 172,206 | 97,201 | 129.6% | $1,283.20万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2,277.98万 | 0.22% | 47,481 | 26,985 | 131.7% | $1,294.65万 | 加仓 |
| BA | BOEING CO | $2,280.90万 | 0.22% | 109,193 | 61,715 | 130.0% | $1,289.15万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,316.66万 | 0.22% | 241,487 | 136,364 | 129.7% | $1,308.18万 | 加仓 |
| DIS | DISNEY WALT CO | $2,340.70万 | 0.22% | 243,045 | 135,949 | 126.9% | $1,309.29万 | 加仓 |
| T | AT&T INC | $2,352.93万 | 0.23% | 967,192 | 543,976 | 128.5% | $1,323.36万 | 加仓 |
| QCOM | QUALCOMM INC | $2,355.51万 | 0.23% | 147,021 | 82,516 | 127.9% | $1,322.04万 | 加仓 |
| TJX | TJX COS INC NEW | $2,383.70万 | 0.23% | 153,706 | 86,573 | 129.0% | $1,342.59万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,388.69万 | 0.23% | 74,043 | 41,666 | 128.7% | $1,344.18万 | 加仓 |
| ADI | ANALOG DEVICES INC | $2,457.81万 | 0.24% | 67,761 | 38,221 | 129.4% | $1,386.34万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,575.07万 | 0.25% | 51,807 | 29,094 | 128.1% | $1,446.12万 | 加仓 |
| APH | AMPHENOL CORP | $2,637.11万 | 0.25% | 170,624 | 96,313 | 129.6% | $1,488.58万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,663.87万 | 0.26% | 581,835 | 326,899 | 128.2% | $1,496.67万 | 加仓 |
| AMGN | AMGEN INC | $2,675.48万 | 0.26% | 74,807 | 42,253 | 129.8% | $1,511.18万 | 加仓 |
| DRDB | ROMAN DBDR ACQUISITION CORP | $2,694.58万 | 0.26% | 2,571,027 | 1,571,027 | 157.1% | $1,646.52万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,699.99万 | 0.26% | 300,291 | 174,388 | 138.5% | $1,567.97万 | 加仓 |
| PEP | PEPSICO INC | $2,731.81万 | 0.26% | 189,622 | 107,002 | 129.5% | $1,541.54万 | 加仓 |
| MCD | MCDONALDS CORP | $2,841.64万 | 0.27% | 98,678 | 55,625 | 129.2% | $1,601.84万 | 加仓 |
| MCGA | YORKVILLE ACQUISITION CORP. | $2,898.78万 | 0.28% | 2,857,678 | 1,565,425 | 121.1% | $1,587.94万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,948.40万 | 0.28% | 112,344 | 63,492 | 130.0% | $1,666.31万 | 加仓 |
| NET | CLOUDFLARE INC | $2,973.56万 | 0.29% | 25,579,000 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $3,066.95万 | 0.29% | 239,171 | 133,527 | 126.4% | $1,712.25万 | 加仓 |
| MS | MORGAN STANLEY | $3,158.73万 | 0.30% | 166,579 | 93,847 | 129.0% | $1,779.56万 | 加仓 |
| GTERA | GLOBA TERRA ACQUISITION COR | $3,169.48万 | 0.30% | 3,106,792 | 1,608,896 | 107.4% | $1,641.36万 | 加仓 |
| TXN | TEXAS INSTRS INC | $3,188.90万 | 0.31% | 126,115 | 71,250 | 129.9% | $1,801.60万 | 加仓 |
| SNDK | SANDISK CORP | $3,203.08万 | 0.31% | 20,517 | 11,594 | 129.9% | $1,810.03万 | 加仓 |
| LIN | LINDE PLC | $3,277.89万 | 0.31% | 64,426 | 36,197 | 128.2% | $1,841.64万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,438.92万 | 0.33% | 130,091 | 73,582 | 130.2% | $1,945.12万 | 加仓 |
| WFC | WELLS FARGO & CO | $3,468.27万 | 0.33% | 426,539 | 239,578 | 128.1% | $1,948.05万 | 加仓 |
| RTX | RTX CORPORATION | $3,565.65万 | 0.34% | 186,577 | 105,430 | 129.9% | $2,014.86万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $3,763.39万 | 0.36% | 216,125 | 122,017 | 129.7% | $2,124.69万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,869.81万 | 0.37% | 41,228 | 23,096 | 127.4% | $2,167.87万 | 加仓 |
| GEV | GE VERNOVA INC | $3,893.97万 | 0.37% | 37,332 | 21,038 | 129.1% | $2,194.40万 | 加仓 |
| SBXDF | SILVERBOX CORP IV | $3,901.34万 | 0.37% | 3,637,389 | 1,840,442 | 102.4% | $1,974.00万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4,117.31万 | 0.39% | 317,854 | 179,756 | 130.2% | $2,328.46万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $4,223.95万 | 0.41% | 32,779,501 | 25,501 | 0.1% | $3.29万 | 加仓 |
| KO | COCA COLA CO | $4,243.64万 | 0.41% | 537,198 | 303,152 | 129.5% | $2,394.77万 | 加仓 |
| KLAC | KLA CORP | $4,252.24万 | 0.41% | 110,191 | 30,951 | 39.1% | $1,194.39万 | 加仓 |
| DMAA | DRUGS MADE IN AMER ACQUTN CO | $4,283.01万 | 0.41% | 4,069,605 | 2,069,605 | 103.5% | $2,178.13万 | 加仓 |
| MRK | MERCK & CO INC | $4,289.60万 | 0.41% | 343,408 | 193,359 | 128.9% | $2,415.30万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $4,436.81万 | 0.43% | 125,859 | 71,097 | 129.8% | $2,506.33万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $4,702.62万 | 0.45% | 322,799 | 182,303 | 129.8% | $2,655.84万 | 加仓 |
| HD | HOME DEPOT INC | $4,729.49万 | 0.45% | 138,161 | 77,978 | 129.6% | $2,669.32万 | 加仓 |
| CVX | CHEVRON CORPORATION | $4,774.10万 | 0.46% | 259,887 | 146,564 | 129.3% | $2,692.37万 | 加仓 |
| NFLX | NETFLIX INC. | $4,807.97万 | 0.46% | 584,906 | 329,658 | 129.2% | $2,709.81万 | 加仓 |
| GE | GE AEROSPACE | $4,851.91万 | 0.47% | 145,086 | 81,681 | 128.8% | $2,731.54万 | 加仓 |
| BAC | BANK OF AMER CORP | $4,868.02万 | 0.47% | 912,279 | 511,136 | 127.4% | $2,727.48万 | 加仓 |
| CSCO | CISCO SYS INC | $5,485.56万 | 0.53% | 548,093 | 309,232 | 129.5% | $3,094.93万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $5,704.39万 | 0.55% | 112,403 | 63,169 | 128.3% | $3,205.79万 | 加仓 |
| ABBV | ABBVIE INC | $5,804.48万 | 0.56% | 245,166 | 138,320 | 129.5% | $3,274.82万 | 加仓 |
| CAT | CATERPILLAR INC | $5,832.75万 | 0.56% | 64,188 | 36,059 | 128.2% | $3,276.67万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $5,855.52万 | 0.56% | 173,399 | 97,905 | 129.7% | $3,306.16万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,922.99万 | 0.57% | 61,567 | 34,733 | 129.4% | $3,341.45万 | 加仓 |
| AMAT | APPLIED MATLS INC | $6,132.12万 | 0.59% | 110,115 | 62,131 | 129.5% | $3,459.97万 | 加仓 |
| — | AGRICULTURE & NAT SOL ACQ CO | $6,299.15万 | 0.60% | 5,588,358 | 2,637,169 | 89.4% | $2,972.59万 | 加仓 |
| INTC | INTEL CORP | $6,417.13万 | 0.62% | 653,722 | 369,870 | 130.3% | $3,630.76万 | 加仓 |
| WMT | WALMART INC | $7,180.84万 | 0.69% | 608,229 | 343,221 | 129.5% | $4,052.12万 | 加仓 |
| V | VISA INC | $7,529.64万 | 0.72% | 231,566 | 129,936 | 127.9% | $4,225.02万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $8,347.49万 | 0.80% | 334,147 | 188,458 | 129.4% | $4,707.96万 | 加仓 |
| — | EXXON MOBIL CORP | $8,722.86万 | 0.84% | 577,141 | 324,502 | 128.4% | $4,904.50万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $9,420.91万 | 0.90% | 226,224 | 127,658 | 129.5% | $5,316.21万 | 加仓 |
| GOOGL | ALPHABET INC | $1.01亿 | 0.97% | 351,966 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $1.17亿 | 1.12% | 372,772 | 209,775 | 128.7% | $6,562.31万 | 加仓 |
| LLY | ELI LILLY & CO | $1.18亿 | 1.13% | 109,836 | 61,931 | 129.3% | $6,672.79万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.25亿 | 1.20% | 156,331 | 88,289 | 129.8% | $7,053.72万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.25亿 | 1.20% | 254,386 | 143,529 | 129.5% | $7,049.51万 | 加仓 |
| TSLA | TESLA INC | $1.56亿 | 1.49% | 390,430 | 220,406 | 129.6% | $8,801.40万 | 加仓 |
| META | META PLATFORMS INC | $1.72亿 | 1.65% | 304,150 | 171,925 | 130.0% | $9,750.44万 | 加仓 |
| AVGO | BROADCOM INC | $2.29亿 | 2.19% | 657,302 | 370,671 | 129.3% | $1.29亿 | 加仓 |
| AMZN | AMAZON COM INC | $3.06亿 | 2.93% | 1,356,931 | 766,365 | 129.8% | $1.73亿 | 加仓 |
| GOOG | ALPHABET INC | $3.76亿 | 3.60% | 1,111,809 | 829,083 | 293.2% | $2.80亿 | 加仓 |
| MSFT | MICROSOFT CORP | $3.83亿 | 3.67% | 1,030,474 | 581,562 | 129.5% | $2.16亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4.58亿 | 4.39% | 614,817 | 602,971 | 5,090.1% | $4.49亿 | 加仓 |
| AAPL | APPLE INC | $5.58亿 | 5.35% | 2,037,393 | 1,149,853 | 129.6% | $3.15亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6.36亿 | 6.09% | 3,365,235 | 1,896,192 | 129.1% | $3.58亿 | 加仓 |