MAI Capital Management
INDEPENDENCE OH · SEC CIK 0001040197
$177.19亿2026Q1 申报市值
5,015持仓数
25.3%前十大占比 · 第一大 6.4%
765 / 153新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$7,477.72万
BINC 加仓+$6,962.79万
BRK/B 加仓+$5,195.48万
VTI 加仓+$3,583.19万
MSFT 加仓+$3,272.63万
2026Q1 卖出最多 按季末市值估算
UNH 减仓-$3,613.12万
JNJ 减仓-$1,865.64万
ELV 减仓-$1,038.99万
BKNG 减仓-$1,035.73万
ORCL 减仓-$1,009.41万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| OIS | OIL STS INTL INC | $1.73万 | 0.00% | 1,488 | 1,404 | 1,671.4% | $1.63万 | 加仓 |
| — | VALKYRIE ETF TRUST II | $1.74万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $1.74万 | 0.00% | 418 | -82 | -16.4% | -$3,418 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1.75万 | 0.00% | 300 | 300 | — | $1.75万 | 新建仓 |
| MLAB | MESA LABS INC | $1.75万 | 0.00% | 198 | 189 | 2,100.0% | $1.67万 | 加仓 |
| — | GREENBRIER COS INC | $1.75万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $1.75万 | 0.00% | 292 | 104 | 55.3% | $6,246 | 加仓 |
| KB | KB FINL GROUP INC | $1.76万 | 0.00% | 176 | 71 | 67.6% | $7,081 | 加仓 |
| — | BLACKSTONE LONG SHORT CR INC | $1.77万 | 0.00% | 1,620 | 36 | 2.3% | $393 | 加仓 |
| GMAB | GENMAB A/S | $1.77万 | 0.00% | 659 | 352 | 114.7% | $9,442 | 加仓 |
| — | INVESCO ADVANTAGE MUN INCOME | $1.77万 | 0.00% | 2,042 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC 看涨期权 | $1.77万 | 0.00% | 200 | 100 | 100.0% | $8,847 | 加仓 |
| PPT | PUTNAM PREMIER INCOME TR | $1.77万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| INGM | INGRAM MICRO HLDG CORP | $1.78万 | 0.00% | 762 | 586 | 333.0% | $1.37万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1.78万 | 0.00% | 175 | 1 | 0.6% | $102 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.78万 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| SYBT | STOCK YDS BANCORP INC | $1.78万 | 0.00% | 269 | 1 | 0.4% | $66 | 加仓 |
| XYLD | GLOBAL X FDS | $1.78万 | 0.00% | 456 | -17 | -3.6% | -$665 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $1.78万 | 0.00% | 1,500 | 1,500 | — | $1.78万 | 新建仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $1.79万 | 0.00% | 1,650 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $1.81万 | 0.00% | 257 | 27 | 11.7% | $1,898 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $1.81万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $1.82万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $1.82万 | 0.00% | 172 | 109 | 173.0% | $1.15万 | 加仓 |
| — | WESTERN ASSET MTG DEFINED OP | $1.82万 | 0.00% | 1,694 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC 看涨期权 | $1.82万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC 看涨期权 | $1.83万 | 0.00% | 2,000 | 2,000 | — | $1.83万 | 新建仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $1.83万 | 0.00% | 1,029 | 0 | 0.0% | — | 不变 |
| VNDA | VANDA PHARMACEUTICALS INC | $1.83万 | 0.00% | 2,651 | 2,645 | 44,083.3% | $1.83万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $1.84万 | 0.00% | 252 | 252 | — | $1.84万 | 新建仓 |
| BILL | BILL HOLDINGS INC | $1.84万 | 0.00% | 480 | 464 | 2,900.0% | $1.78万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $1.84万 | 0.00% | 372 | 9 | 2.5% | $446 | 加仓 |
| TDC | TERADATA CORP DEL | $1.84万 | 0.00% | 719 | -126 | -14.9% | -$3,229 | 减仓 |
| — | CANTALOUPE INC | $1.85万 | 0.00% | 1,708 | 108 | 6.8% | $1,168 | 加仓 |
| CAI | CARIS LIFE SCIENCES INC | $1.85万 | 0.00% | 1,035 | 35 | 3.5% | $626 | 加仓 |
| NNI | NELNET INC | $1.85万 | 0.00% | 144 | 114 | 380.0% | $1.47万 | 加仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $1.85万 | 0.00% | 1,104 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP | $1.86万 | 0.00% | 162 | -15 | -8.5% | -$1,719 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $1.86万 | 0.00% | 426 | -22 | -4.9% | -$959 | 减仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $1.86万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IJUL | INNOVATOR ETFS TRUST | $1.86万 | 0.00% | 552 | -3,652 | -86.9% | -$12.32万 | 减仓 |
| — | ETF SER SOLUTIONS | $1.86万 | 0.00% | 510 | 3 | 0.6% | $110 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $1.86万 | 0.00% | 367 | 4 | 1.1% | $203 | 加仓 |
| DTH | WISDOMTREE TR | $1.87万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC | $1.87万 | 0.00% | 783 | 724 | 1,227.1% | $1.73万 | 加仓 |
| BLMN | BLOOMIN BRANDS INC | $1.87万 | 0.00% | 3,470 | 3,368 | 3,302.0% | $1.82万 | 重新持有 |
| DHT | DHT HOLDINGS INC | $1.87万 | 0.00% | 1,026 | -730 | -41.6% | -$1.33万 | 减仓 |
| SKM | SK TELECOM CO LTD | $1.88万 | 0.00% | 643 | 601 | 1,431.0% | $1.76万 | 加仓 |
| NUMG | NUSHARES ETF TR | $1.89万 | 0.00% | 459 | 35 | 8.3% | $1,438 | 加仓 |
| IGE | ISHARES TR | $1.89万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS & CO NEW | $1.89万 | 0.00% | 1,024 | 942 | 1,148.8% | $1.74万 | 加仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $1.90万 | 0.00% | 1,410 | 0 | 0.0% | — | 不变 |
| AHCO | ADAPTHEALTH CORP | $1.91万 | 0.00% | 1,601 | 1,601 | — | $1.91万 | 新建仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $1.91万 | 0.00% | 142 | 130 | 1,083.3% | $1.75万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $1.91万 | 0.00% | 245 | 204 | 497.6% | $1.59万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $1.91万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| IDT | IDT CORP | $1.91万 | 0.00% | 390 | 58 | 17.5% | $2,848 | 加仓 |
| EMGF | ISHARES INC | $1.92万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| — | COLLABORATIVE INVESTMNT SER | $1.92万 | 0.00% | 589 | 0 | 0.0% | — | 不变 |
| VVR | INVESCO SR INCOME TR | $1.93万 | 0.00% | 5,979 | 0 | 0.0% | — | 不变 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $1.93万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| SSP | SCRIPPS E W CO OHIO | $1.93万 | 0.00% | 5,201 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC 看涨期权 | $1.94万 | 0.00% | 400 | 100 | 33.3% | $4,839 | 加仓 |
| — | EA SERIES TRUST | $1.94万 | 0.00% | 704 | 0 | 0.0% | — | 不变 |
| IAI | ISHARES TR | $1.94万 | 0.00% | 118 | 101 | 594.1% | $1.66万 | 加仓 |
| NX | QUANEX BLDG PRODS CORP | $1.94万 | 0.00% | 1,080 | 864 | 400.0% | $1.55万 | 重新持有 |
| — | INVESCO EXCH TRADED FD TR II | $1.94万 | 0.00% | 1,000 | 1,000 | — | $1.94万 | 新建仓 |
| CC | CHEMOURS CO | $1.95万 | 0.00% | 884 | 232 | 35.6% | $5,111 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $1.95万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD | $1.96万 | 0.00% | 6,034 | 5,000 | 483.6% | $1.62万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1.96万 | 0.00% | 265 | 216 | 440.8% | $1.60万 | 加仓 |
| — | QORVO INC | $1.96万 | 0.00% | 253 | 135 | 114.4% | $1.04万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $1.96万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MASTER INTER INCOME T | $1.96万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD | $1.96万 | 0.00% | 4,243 | 0 | 0.0% | — | 不变 |
| CTGO | CONTANGO SILVER & GOLD INC | $1.97万 | 0.00% | 1,048 | 1,048 | — | $1.97万 | 新建仓 |
| SKYW | SKYWEST INC | $1.97万 | 0.00% | 214 | 174 | 435.0% | $1.60万 | 加仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $1.97万 | 0.00% | 1,000 | -100 | -9.1% | -$1,967 | 减仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $1.97万 | 0.00% | 1,610 | -300 | -15.7% | -$3,666 | 减仓 |
| LAD | LITHIA MTRS INC | $1.97万 | 0.00% | 79 | -147 | -65.0% | -$3.67万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $1.98万 | 0.00% | 437 | 430 | 6,142.9% | $1.95万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $1.98万 | 0.00% | 747 | 278 | 59.3% | $7,371 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $1.98万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $1.99万 | 0.00% | 317 | 197 | 164.2% | $1.23万 | 加仓 |
| — | GLADSTONE INVT CORP | $2.00万 | 0.00% | 1,407 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $2.00万 | 0.00% | 2,127 | -6,518 | -75.4% | -$6.14万 | 减仓 |
| IHAK | ISHARES TR | $2.01万 | 0.00% | 461 | -210 | -31.3% | -$9,166 | 减仓 |
| SBET | SHARPLINK INC | $2.02万 | 0.00% | 3,125 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $2.02万 | 0.00% | 475 | 45 | 10.5% | $1,912 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $2.02万 | 0.00% | 2,124 | 1,819 | 596.4% | $1.73万 | 加仓 |
| ECPG | ENCORE CAP GROUP INC | $2.02万 | 0.00% | 288 | 281 | 4,014.3% | $1.97万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $2.02万 | 0.00% | 383 | 57 | 17.5% | $3,008 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $2.02万 | 0.00% | 285 | 233 | 448.1% | $1.65万 | 加仓 |
| ARKK | ARK ETF TR 看涨期权 | $2.03万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SHOO | MADDEN STEVEN LTD | $2.03万 | 0.00% | 598 | 311 | 108.4% | $1.05万 | 加仓 |
| WYNN | WYNN RESORTS LTD 看涨期权 | $2.03万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | INVESCO BD FD | $2.03万 | 0.00% | 1,354 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC 看涨期权 | $2.03万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| WERN | WERNER ENTERPRISES INC | $2.04万 | 0.00% | 693 | 493 | 246.5% | $1.45万 | 加仓 |
| — | PROSHARES TR | $2.04万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |