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 |
|---|---|---|---|---|---|---|---|---|
| — | QUETTA ACQUISITION CORP | $189.00万 | 0.02% | 168,004 | 84,002 | 100.0% | $94.50万 | 加仓 |
| TRMB | TRIMBLE INC | $187.22万 | 0.02% | 32,633 | 18,250 | 126.9% | $104.70万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $185.59万 | 0.02% | 5,902 | 3,301 | 126.9% | $103.80万 | 加仓 |
| PACH | PIONEER ACQUISITION I CORP | $185.33万 | 0.02% | 183,497 | 132,573 | 260.3% | $133.90万 | 重新持有 |
| DOC | HEALTHPEAK PROPERTIES INC | $184.54万 | 0.02% | 95,992 | 53,974 | 128.5% | $103.76万 | 加仓 |
| PNR | PENTAIR PLC | $183.17万 | 0.02% | 22,545 | 12,652 | 127.9% | $102.79万 | 加仓 |
| APA | APA CORPORATION | $181.13万 | 0.02% | 49,114 | 27,673 | 129.1% | $102.05万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $181.08万 | 0.02% | 21,533 | 12,170 | 130.0% | $102.34万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $180.07万 | 0.02% | 8,938 | 4,930 | 123.0% | $99.32万 | 加仓 |
| CCL | CARNIVAL CORP | $179.95万 | 0.02% | 69,531 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP | $178.17万 | 0.02% | 22,853 | 12,901 | 129.6% | $100.58万 | 加仓 |
| AVY | AVERY DENNISON CORP | $177.91万 | 0.02% | 10,661 | 5,988 | 128.1% | $99.93万 | 加仓 |
| FOX | FOX CORP | $177.89万 | 0.02% | 35,061 | 26,503 | 309.7% | $134.47万 | 加仓 |
| MKC | MCCORMICK & CO INC | $177.58万 | 0.02% | 35,214 | 19,884 | 129.7% | $100.27万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $176.46万 | 0.02% | 5,457 | 3,085 | 130.1% | $99.76万 | 加仓 |
| GL | GLOBE LIFE INC | $175.60万 | 0.02% | 10,892 | 6,079 | 126.3% | $98.01万 | 加仓 |
| GTEN | GORES HLDGS X INC | $174.67万 | 0.02% | 169,587 | 65,106 | 62.3% | $67.06万 | 重新持有 |
| PNW | PINNACLE WEST CAP CORP | $174.42万 | 0.02% | 16,724 | 9,488 | 131.1% | $98.96万 | 加仓 |
| PODD | INSULET CORP | $171.81万 | 0.02% | 9,676 | 5,423 | 127.5% | $96.29万 | 加仓 |
| GEN | GEN DIGITAL INC | $170.14万 | 0.02% | 76,469 | 43,149 | 129.5% | $96.00万 | 加仓 |
| AIZ | ASSURANT INC | $170.12万 | 0.02% | 6,907 | 3,879 | 128.1% | $95.54万 | 加仓 |
| ALLE | ALLEGION PLC | $170.09万 | 0.02% | 11,929 | 6,728 | 129.4% | $95.93万 | 加仓 |
| AXIN | AXIOM INTELLIGENCE AC CORP 1 | $168.54万 | 0.02% | 166,216 | 66,216 | 66.2% | $67.14万 | 加仓 |
| GSRF | GSR IV ACQUISITION CORP | $168.08万 | 0.02% | 165,920 | 54,071 | 48.3% | $54.77万 | 重新持有 |
| QLEP | QUANTUM LEAP ACQUISITION COR | $167.31万 | 0.02% | 169,001 | 169,001 | — | $167.31万 | 新建仓 |
| OYSE | OYSTER ENTERPRISES II ACQUIS | $167.09万 | 0.02% | 163,173 | 146,483 | 877.7% | $150.00万 | 加仓 |
| CLX | CLOROX CO DEL | $166.11万 | 0.02% | 16,777 | 9,467 | 129.5% | $93.73万 | 加仓 |
| HAS | HASBRO INC | $162.35万 | 0.02% | 18,583 | 10,523 | 130.6% | $91.93万 | 加仓 |
| — | GRANITE CONSTR INC | $161.74万 | 0.02% | 983,000 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $161.16万 | 0.02% | 45,863 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $160.35万 | 0.02% | 6,703 | 3,729 | 125.4% | $89.21万 | 加仓 |
| RVTY | REVVITY INC | $157.22万 | 0.02% | 15,588 | 8,734 | 127.4% | $88.09万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $157.09万 | 0.02% | 9,248 | 5,214 | 129.3% | $88.57万 | 加仓 |
| IVZ | INVESCO LTD | $156.79万 | 0.02% | 61,547 | 34,705 | 129.3% | $88.41万 | 加仓 |
| SJM | SMUCKER J M CO | $156.13万 | 0.01% | 14,799 | 8,349 | 129.4% | $88.08万 | 加仓 |
| GDDY | GODADDY INC | $155.53万 | 0.01% | 18,536 | 10,366 | 126.9% | $86.98万 | 加仓 |
| UDR | UDR INC | $153.82万 | 0.01% | 41,329 | 23,148 | 127.3% | $86.15万 | 加仓 |
| OHAC | OCEANHAWK ACQUISITION CORP | $152.83万 | 0.01% | 156,753 | 156,753 | — | $152.83万 | 新建仓 |
| ALUB | ALUSSA ENERGY ACQUISIT CORP | $151.87万 | 0.01% | 152,323 | 73,000 | 92.0% | $72.78万 | 加仓 |
| CPT | CAMDEN PPTY TR | $151.15万 | 0.01% | 14,121 | 7,870 | 125.9% | $84.24万 | 加仓 |
| CAES | CANTOR EQUITY PARTNERS VII I | $150.75万 | 0.01% | 150,000 | 150,000 | — | $150.75万 | 新建仓 |
| GSRVU | GSR V ACQUISITION CORP | $148.32万 | 0.01% | 149,062 | 149,062 | — | $148.32万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $147.49万 | 0.01% | 23,820 | 0 | 0.0% | — | 不变 |
| LATA | GALATA ACQUISITION CORP II | $147.46万 | 0.01% | 148,201 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $147.11万 | 0.01% | 20,437 | 11,524 | 129.3% | $82.95万 | 加仓 |
| YICCU | YORKVILLE INTL CAP CORP | $146.10万 | 0.01% | 146,100 | 146,100 | — | $146.10万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $145.56万 | 0.01% | 9,925 | 5,562 | 127.5% | $81.57万 | 加仓 |
| BLZR | TRAILBLAZER ACQUISITION CORP | $143.65万 | 0.01% | 142,937 | -215 | -0.2% | -$2,161 | 重新持有 |
| AES | AES CORP | $142.51万 | 0.01% | 98,883 | 55,832 | 129.7% | $80.46万 | 加仓 |
| — | MAYWOOD ACQUISITION CORP 2 | $141.18万 | 0.01% | 143,326 | 143,326 | — | $141.18万 | 新建仓 |
| SAC | SAFEGUARD ACQUISITION CORP | $140.09万 | 0.01% | 140,320 | 93,326 | 198.6% | $93.17万 | 加仓 |
| BAX | BAXTER INTL INC | $138.46万 | 0.01% | 71,537 | 40,434 | 130.0% | $78.26万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $138.35万 | 0.01% | 4,275 | 2,396 | 127.5% | $77.54万 | 加仓 |
| — | LIVE OAK ACQUISITION CORP V | $137.36万 | 0.01% | 133,364 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $136.84万 | 0.01% | 6,746 | 3,771 | 126.8% | $76.49万 | 加仓 |
| TECH | BIO-TECHNE CORP | $136.03万 | 0.01% | 21,716 | 12,258 | 129.6% | $76.78万 | 加仓 |
| IT | GARTNER INC | $135.38万 | 0.01% | 9,501 | 5,242 | 123.1% | $74.70万 | 加仓 |
| TONT | GRAF GLOBAL CORP | $133.24万 | 0.01% | 125,112 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $130.39万 | 0.01% | 15,106 | 8,421 | 126.0% | $72.69万 | 加仓 |
| — | SUPER MICRO COMPUTER INC | $129.05万 | 0.01% | 44,001 | 44,001 | — | $129.05万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $128.76万 | 0.01% | 20,902 | 11,811 | 129.9% | $72.76万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $128.50万 | 0.01% | 8,510 | 8,510 | — | $128.50万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $127.34万 | 0.01% | 63,465 | 35,943 | 130.6% | $72.12万 | 加仓 |
| FMC | FMC CORP | $126.50万 | 0.01% | 110,000 | 110,000 | — | $126.50万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $126.38万 | 0.01% | 10,901 | 6,155 | 129.7% | $71.36万 | 加仓 |
| MLAA | MOUNTAIN LAKE ACQUISIT CORP | $124.15万 | 0.01% | 125,405 | 125,405 | — | $124.15万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $123.73万 | 0.01% | 42,577 | 24,002 | 129.2% | $69.75万 | 加仓 |
| BXP | BXP INC | $123.26万 | 0.01% | 20,525 | 11,611 | 130.3% | $69.73万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $121.79万 | 0.01% | 7,511 | 4,172 | 124.9% | $67.65万 | 加仓 |
| TTD | THE TRADE DESK INC | $120.84万 | 0.01% | 60,048 | 33,429 | 125.6% | $67.27万 | 加仓 |
| NWS | NEWS CORP NEW | $118.46万 | 0.01% | 45,388 | 38,000 | 514.3% | $99.18万 | 加仓 |
| 2659054D | APOGEE ACQUISITION CORP | $118.15万 | 0.01% | 118,983 | 118,983 | — | $118.15万 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $115.58万 | 0.01% | 11,670 | 6,566 | 128.6% | $65.03万 | 加仓 |
| MESH | MESHFLOW ACQUISITION CORP | $115.46万 | 0.01% | 117,219 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $114.75万 | 0.01% | 26,622 | 15,023 | 129.5% | $64.76万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $114.29万 | 0.01% | 5,095 | 2,852 | 127.2% | $63.98万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $113.30万 | 0.01% | 24,738 | -5,769 | -18.9% | -$26.42万 | 重新持有 |
| — | CARTESIAN GROWTH CORP III | $110.57万 | 0.01% | 107,976 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $108.66万 | 0.01% | 21,708 | 12,279 | 130.2% | $61.47万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $107.90万 | 0.01% | 13,630 | 7,581 | 125.3% | $60.01万 | 加仓 |
| — | UNITED ACQUISITION CORP I | $104.71万 | 0.01% | 107,179 | 0 | 0.0% | — | 不变 |
| IPXG | COLUMBUS CIRCLE CAP CORP II | $103.24万 | 0.01% | 101,915 | 101,915 | — | $103.24万 | 新建仓 |
| — | AMANAT ACQUISITION CORP | $103.19万 | 0.01% | 102,674 | 102,674 | — | $103.19万 | 新建仓 |
| — | HOLOGIC INC | $101.71万 | 0.01% | 13,455 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $101.66万 | 0.01% | 44,073 | 24,884 | 129.7% | $57.40万 | 加仓 |
| MZYX | MOZAYYX ACQUISITION CORP | $101.00万 | 0.01% | 102,023 | 102,023 | — | $101.00万 | 新建仓 |
| — | CANTOR EQUITY PARTNERS VI IN | $100.44万 | 0.01% | 97,990 | 97,990 | — | $100.44万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $99.89万 | 0.01% | 8,697 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $99.80万 | 0.01% | 15,563 | 8,766 | 129.0% | $56.21万 | 加仓 |
| HACQ | HCM IV ACQUISITION CORP | $99.00万 | 0.01% | 100,000 | 100,000 | — | $99.00万 | 新建仓 |
| XCBE | X3 ACQUISITION CORP LTD | $98.50万 | 0.01% | 100,000 | 100,000 | — | $98.50万 | 新建仓 |
| — | 1RT ACQUISITION CORP. | $98.46万 | 0.01% | 97,481 | 37,228 | 61.8% | $37.60万 | 加仓 |
| SUMA | SUMA ACQUISITION CORP | $98.00万 | 0.01% | 100,000 | 100,000 | — | $98.00万 | 新建仓 |
| NSTR | VIKING ACQUISITION CORP I | $97.42万 | 0.01% | 98,400 | 0 | 0.0% | — | 不变 |
| — | LEAPFROG ACQUISITION CORP | $97.38万 | 0.01% | 98,862 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $96.59万 | 0.01% | 40,459 | 22,833 | 129.5% | $54.51万 | 加仓 |
| RNGT | RANGE CAP ACQUISITION CORP I | $95.12万 | 0.01% | 95,600 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $93.01万 | 0.01% | 22,795 | 12,560 | 122.7% | $51.25万 | 加仓 |
| — | JAZZ INVESTMENTS I LTD | $90.94万 | 0.01% | 750,000 | 0 | 0.0% | — | 不变 |
| CEPO | CANTOR EQUITY PARTNERS I INC | $89.61万 | 0.01% | 85,748 | 0 | 0.0% | — | 不变 |