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 |
|---|---|---|---|---|---|---|---|---|
| FTC | FIRST TR EXCHANGE-TRADED ALP | $3.47万 | 0.00% | 225 | -200 | -47.1% | -$3.08万 | 减仓 |
| — | FIRST NORTHWEST BANCORP | $3.47万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $3.47万 | 0.00% | 1,067 | 277 | 35.1% | $9,014 | 加仓 |
| ECHO | ECHOSTAR CORP | $3.48万 | 0.00% | 297 | 157 | 112.1% | $1.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $3.49万 | 0.00% | 200 | 200 | — | $3.49万 | 新建仓 |
| PLAB | PHOTRONICS INC | $3.50万 | 0.00% | 865 | 865 | — | $3.50万 | 新建仓 |
| NTCT | NETSCOUT SYS INC | $3.50万 | 0.00% | 1,100 | 451 | 69.5% | $1.43万 | 加仓 |
| SWBI | SMITH & WESSON BRANDS INC | $3.50万 | 0.00% | 2,444 | 1,131 | 86.1% | $1.62万 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $3.51万 | 0.00% | 668 | 222 | 49.8% | $1.17万 | 加仓 |
| KFY | KORN FERRY | $3.51万 | 0.00% | 557 | 341 | 157.9% | $2.15万 | 加仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $3.52万 | 0.00% | 1,750 | 2 | 0.1% | $40 | 加仓 |
| DBB | INVESCO DB MULTI-SECTOR COMM | $3.52万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $3.53万 | 0.00% | 663 | -59 | -8.2% | -$3,140 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $3.53万 | 0.00% | 2,582 | 0 | 0.0% | — | 不变 |
| DBJP | DBX ETF TR | $3.54万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP | $3.54万 | 0.00% | 1,120 | 878 | 362.8% | $2.77万 | 加仓 |
| WRLD | WORLD ACCEP CORPORATION | $3.54万 | 0.00% | 262 | 255 | 3,642.9% | $3.44万 | 加仓 |
| DG | DOLLAR GEN CORP 看涨期权 | $3.56万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PLATINUM ETF TRUST 看涨期权 | $3.56万 | 0.00% | 200 | 200 | — | $3.56万 | 新建仓 |
| OTEX | OPEN TEXT CORP | $3.57万 | 0.00% | 1,604 | -66 | -4.0% | -$1,468 | 减仓 |
| ABEO | ABEONA THERAPEUTICS INC 看涨期权 | $3.58万 | 0.00% | 8,000 | 4,000 | 100.0% | $1.79万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $3.59万 | 0.00% | 920 | -1,256 | -57.7% | -$4.90万 | 减仓 |
| ARDX | ARDELYX INC | $3.59万 | 0.00% | 5,987 | 2,940 | 96.5% | $1.76万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $3.60万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| OCTW | AIM ETF PRODUCTS TRUST | $3.61万 | 0.00% | 939 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME OPP | $3.62万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $3.62万 | 0.00% | 881 | 881 | — | $3.62万 | 新建仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $3.62万 | 0.00% | 6,023 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.62万 | 0.00% | 1,525 | 1,275 | 510.0% | $3.03万 | 重新持有 |
| PDP | INVESCO EXCHANGE TRADED FD T | $3.62万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $3.63万 | 0.00% | 1,759 | -82 | -4.5% | -$1,692 | 减仓 |
| CUZ | COUSINS PPTYS INC | $3.63万 | 0.00% | 1,610 | 560 | 53.3% | $1.26万 | 加仓 |
| IEO | ISHARES TR | $3.63万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| VBND | ETF SER SOLUTIONS | $3.64万 | 0.00% | 839 | 0 | 0.0% | — | 不变 |
| PID | INVESCO EXCHANGE TRADED FD T | $3.64万 | 0.00% | 1,637 | 55 | 3.5% | $1,224 | 加仓 |
| YOU | CLEAR SECURE INC | $3.65万 | 0.00% | 753 | 236 | 45.6% | $1.14万 | 加仓 |
| COF | CAPITAL ONE FINL CORP 看涨期权 | $3.65万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $3.65万 | 0.00% | 381 | -107 | -21.9% | -$1.03万 | 减仓 |
| HYLN | HYLIION HOLDINGS CORP | $3.66万 | 0.00% | 20,783 | 235 | 1.1% | $414 | 加仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $3.67万 | 0.00% | 625 | 572 | 1,079.2% | $3.36万 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $3.67万 | 0.00% | 2,475 | 360 | 17.0% | $5,339 | 加仓 |
| WU | WESTERN UN CO | $3.67万 | 0.00% | 4,207 | 1,145 | 37.4% | $9,996 | 加仓 |
| PICK | ISHARES INC | $3.68万 | 0.00% | 650 | 337 | 107.7% | $1.91万 | 加仓 |
| DIV | GLOBAL X FDS | $3.68万 | 0.00% | 1,947 | 1,000 | 105.6% | $1.89万 | 加仓 |
| SMTC | SEMTECH CORP | $3.69万 | 0.00% | 480 | 59 | 14.0% | $4,537 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $3.69万 | 0.00% | 912 | 49 | 5.7% | $1,983 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $3.69万 | 0.00% | 1,370 | 0 | 0.0% | — | 不变 |
| AMBA | AMBARELLA INC | $3.70万 | 0.00% | 718 | 696 | 3,163.6% | $3.58万 | 加仓 |
| TRUP | TRUPANION INC | $3.71万 | 0.00% | 1,447 | 15 | 1.0% | $384 | 加仓 |
| AUR | AURORA INNOVATION INC | $3.71万 | 0.00% | 9,004 | 6,504 | 260.2% | $2.68万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $3.71万 | 0.00% | 389 | -340 | -46.6% | -$3.24万 | 减仓 |
| EWL | ISHARES INC | $3.72万 | 0.00% | 632 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看涨期权 | $3.72万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $3.72万 | 0.00% | 6,217 | 2,037 | 48.7% | $1.22万 | 加仓 |
| ARKG | ARK ETF TR | $3.73万 | 0.00% | 1,410 | -109 | -7.2% | -$2,880 | 减仓 |
| CARG | CARGURUS INC | $3.74万 | 0.00% | 1,097 | 54 | 5.2% | $1,839 | 加仓 |
| BOKF | BOK FINL CORP | $3.78万 | 0.00% | 295 | 148 | 100.7% | $1.90万 | 加仓 |
| KURA | KURA ONCOLOGY INC | $3.78万 | 0.00% | 4,648 | 1,522 | 48.7% | $1.24万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $3.78万 | 0.00% | 151 | 112 | 287.2% | $2.80万 | 加仓 |
| LZB | LA Z BOY INC | $3.78万 | 0.00% | 1,177 | 514 | 77.5% | $1.65万 | 加仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $3.78万 | 0.00% | 3,250 | 0 | 0.0% | — | 不变 |
| — | PIMCO GLOBAL STOCKSPLS INCM | $3.78万 | 0.00% | 4,542 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $3.79万 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $3.79万 | 0.00% | 576 | 61 | 11.8% | $4,012 | 加仓 |
| — | GLOBAL X FDS | $3.79万 | 0.00% | 867 | 867 | — | $3.79万 | 新建仓 |
| DSTL | ETF SER SOLUTIONS | $3.81万 | 0.00% | 659 | -268 | -28.9% | -$1.55万 | 减仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $3.82万 | 0.00% | 1,296 | 1,296 | — | $3.82万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $3.83万 | 0.00% | 1,272 | 180 | 16.5% | $5,422 | 加仓 |
| PBF | PBF ENERGY INC | $3.84万 | 0.00% | 807 | 765 | 1,821.4% | $3.64万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $3.85万 | 0.00% | 863 | 200 | 30.2% | $8,921 | 加仓 |
| QNST | QUINSTREET INC | $3.86万 | 0.00% | 3,210 | 3,132 | 4,015.4% | $3.76万 | 加仓 |
| RTX | RTX CORPORATION 看涨期权 | $3.86万 | 0.00% | 200 | -1,800 | -90.0% | -$34.72万 | 减仓 |
| — | RBB FD INC | $3.87万 | 0.00% | 1,920 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $3.87万 | 0.00% | 441 | 440 | 44,000.0% | $3.87万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $3.87万 | 0.00% | 226 | 28 | 14.1% | $4,800 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $3.88万 | 0.00% | 1,575 | 1,275 | 425.0% | $3.14万 | 加仓 |
| JD | JD.COM INC | $3.89万 | 0.00% | 1,316 | 38 | 3.0% | $1,124 | 加仓 |
| CG | CARLYLE GROUP INC | $3.90万 | 0.00% | 805 | 393 | 95.4% | $1.90万 | 加仓 |
| WDAY | WORKDAY INC 看涨期权 | $3.90万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CHW | CALAMOS GBL DYN INCOME FUND | $3.90万 | 0.00% | 5,372 | 805 | 17.6% | $5,845 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $3.91万 | 0.00% | 518 | 442 | 581.6% | $3.33万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $3.91万 | 0.00% | 1,638 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $3.92万 | 0.00% | 403 | 236 | 141.3% | $2.29万 | 加仓 |
| — | FUNDRISE INNOVATION FD LLC | $3.93万 | 0.00% | 300 | 300 | — | $3.93万 | 新建仓 |
| — | SELECT MED HLDGS CORP | $3.93万 | 0.00% | 2,413 | 8 | 0.3% | $130 | 加仓 |
| ODC | OIL DRI CORP AMER | $3.93万 | 0.00% | 604 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC 看涨期权 | $3.95万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| FDLO | FIDELITY COVINGTON TRUST | $3.96万 | 0.00% | 613 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC 看涨期权 | $3.96万 | 0.00% | 100 | -100 | -50.0% | -$3.96万 | 减仓 |
| RIG | TRANSOCEAN LTD | $3.97万 | 0.00% | 5,982 | 4,382 | 273.9% | $2.91万 | 加仓 |
| MSIF | MSC INCOME FUND INC | $3.98万 | 0.00% | 3,265 | 589 | 22.0% | $7,174 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $3.98万 | 0.00% | 465 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $4.01万 | 0.00% | 701 | 547 | 355.2% | $3.13万 | 加仓 |
| — | OPTIMIZERX CORP | $4.01万 | 0.00% | 6,386 | 686 | 12.0% | $4,308 | 加仓 |
| WDFC | WD 40 CO | $4.02万 | 0.00% | 197 | 105 | 114.1% | $2.14万 | 加仓 |
| CNX | CNX RES CORP | $4.02万 | 0.00% | 1,044 | 231 | 28.4% | $8,905 | 加仓 |
| IYT | ISHARES TR | $4.03万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC 看涨期权 | $4.04万 | 0.00% | 300 | 100 | 50.0% | $1.35万 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST 看涨期权 | $4.04万 | 0.00% | 300 | 300 | — | $4.04万 | 新建仓 |
| NWBI | NORTHWEST BANCSHARES INC | $4.04万 | 0.00% | 3,185 | 147 | 4.8% | $1,865 | 加仓 |