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 |
|---|---|---|---|---|---|---|---|---|
| — | OLYMPIC STEEL INC | $0 | 0.00% | 0 | -125,856 | -100.0% | -$538.47万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -10,096 | -100.0% | -$185.62万 | 清仓 |
| RTX | RTX CORPORATION 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -37,059 | -100.0% | -$158.76万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -2,576 | -100.0% | -$114.91万 | 清仓 |
| IGV | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $0 | 0.00% | 0 | -50,216 | -100.0% | -$82.76万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC 看涨期权 | $0 | 0.00% | 0 | -4,900 | -100.0% | -$70.93万 | 清仓 |
| AVGO | BROADCOM INC 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AVADEL PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -23,968 | -100.0% | -$51.65万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$45.40万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -2,900 | -100.0% | -$36.51万 | 清仓 |
| — | BLACKROCK MUNIYIELD FD INC | $0 | 0.00% | 0 | -33,869 | -100.0% | -$35.53万 | 清仓 |
| ADSK | AUTODESK INC 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$29.60万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW 看跌期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$24.82万 | 清仓 |
| — | BLACKROCK INVT QUALITY MUN T | $0 | 0.00% | 0 | -21,568 | -100.0% | -$24.16万 | 清仓 |
| ORCL | ORACLE CORP 看跌期权 | $0 | 0.00% | 0 | -900 | -100.0% | -$17.54万 | 清仓 |
| — | MAGIC SOFTWARE ENTERPRISES L | $0 | 0.00% | 0 | -5,118 | -100.0% | -$13.18万 | 清仓 |
| — | NUVEEN CALIF SELECT TAX FREE | $0 | 0.00% | 0 | -9,600 | -100.0% | -$12.67万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看涨期权 | $0 | 0.00% | 400 | 100 | 33.3% | — | 加仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -1,104 | -100.0% | -$9.60万 | 清仓 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -2,373 | -100.0% | -$9.44万 | 清仓 |
| COST | COSTCO WHSL CORP NEW 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -627 | -100.0% | -$8.27万 | 清仓 |
| DFGR | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -2,616 | -100.0% | -$6.91万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -1,685 | -100.0% | -$6.41万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -585 | -100.0% | -$5.94万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -6,800 | -100.0% | -$5.92万 | 清仓 |
| — | INSPIRATO INCORPORATED | $0 | 0.00% | 0 | -12,216 | -100.0% | -$5.09万 | 清仓 |
| — | MIDDLEFIELD BANC CORP | $0 | 0.00% | 0 | -1,450 | -100.0% | -$5.01万 | 清仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -1,028 | -100.0% | -$4.93万 | 清仓 |
| — | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -448 | -100.0% | -$4.46万 | 清仓 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -770 | -100.0% | -$3.80万 | 清仓 |
| — | NEUROONE MED TECHNOLOGIES CO | $0 | 0.00% | 0 | -50,000 | -100.0% | -$3.79万 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -743 | -100.0% | -$3.34万 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -1,171 | -100.0% | -$3.17万 | 清仓 |
| — | BLACKROCK MUN INCOME TR | $0 | 0.00% | 0 | -3,067 | -100.0% | -$3.08万 | 清仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $0 | 0.00% | 0 | -556 | -100.0% | -$2.84万 | 清仓 |
| — | DOLLY VARDEN SILVER CORP | $0 | 0.00% | 0 | -6,350 | -100.0% | -$2.80万 | 清仓 |
| — | BLACKROCK MUNI INCOME TR II | $0 | 0.00% | 0 | -2,635 | -100.0% | -$2.75万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -499 | -100.0% | -$2.70万 | 清仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -318 | -100.0% | -$2.68万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -275 | -100.0% | -$2.62万 | 清仓 |
| CMCSA | COMCAST CORP NEW 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EVE HLDG INC | $0 | 0.00% | 0 | -49,000 | -100.0% | -$2.25万 | 清仓 |
| — | AVADEL PHARMACEUTICALS PLC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.15万 | 清仓 |
| EIS | ISHARES INC | $0 | 0.00% | 0 | -195 | -100.0% | -$2.15万 | 清仓 |
| — | OSISKO DEVELOPMENT CORP | $0 | 0.00% | 0 | -6,133 | -100.0% | -$2.14万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -198 | -100.0% | -$2.07万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -677 | -100.0% | -$2.05万 | 清仓 |
| NET | CLOUDFLARE INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.97万 | 清仓 |
| IHI | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$1.86万 | 清仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMPLIFY ETF TR | $0 | 0.00% | 0 | -300 | -100.0% | -$1.74万 | 清仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -460 | -100.0% | -$1.74万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -250 | -100.0% | -$1.71万 | 清仓 |
| NBCM | NEUBERGER BERMAN ETF TRUST | $0 | 0.00% | 0 | -751 | -100.0% | -$1.70万 | 清仓 |
| — | KRANESHARES TRUST | $0 | 0.00% | 0 | -950 | -100.0% | -$1.60万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.54万 | 清仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -210 | -100.0% | -$1.43万 | 清仓 |
| — | GAIN THERAPEUTICS INC | $0 | 0.00% | 0 | -4,410 | -100.0% | -$1.42万 | 清仓 |
| — | FORD MTR CO | $0 | 0.00% | 0 | -13,000 | -100.0% | -$1.35万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -269 | -100.0% | -$1.34万 | 清仓 |
| — | SOLANA CO | $0 | 0.00% | 0 | -4,000 | -100.0% | -$1.16万 | 清仓 |
| PCAR | PACCAR INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.10万 | 清仓 |
| NTAP | NETAPP INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.07万 | 清仓 |
| TX | TERNIUM SA | $0 | 0.00% | 0 | -265 | -100.0% | -$1.01万 | 清仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $0 | 0.00% | 0 | -284 | -100.0% | -$1.00万 | 清仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $0 | 0.00% | 0 | -367 | -100.0% | -$1.00万 | 清仓 |
| — | FLUX PWR HLDGS INC | $0 | 0.00% | 0 | -7,500 | -100.0% | -$9,525 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -3,778 | -100.0% | -$9,521 | 清仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $0 | 0.00% | 0 | -1,012 | -100.0% | -$9,007 | 清仓 |
| GPZ | VANECK ETF TRUST | $0 | 0.00% | 0 | -300 | -100.0% | -$8,145 | 清仓 |
| — | TREEHOUSE FOODS INC | $0 | 0.00% | 0 | -340 | -100.0% | -$8,021 | 清仓 |
| — | ENGENE HOLDINGS INC | $0 | 0.00% | 0 | -776 | -100.0% | -$7,008 | 清仓 |
| DAL | DELTA AIR LINES INC DEL 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$6,940 | 清仓 |
| — | BLACKROCK MUN INCOME QUALITY | $0 | 0.00% | 0 | -600 | -100.0% | -$6,564 | 清仓 |
| — | CAPITOL SER TR | $0 | 0.00% | 0 | -163 | -100.0% | -$6,472 | 清仓 |
| — | TAO SYNERGIES INC | $0 | 0.00% | 0 | -1,742 | -100.0% | -$6,411 | 清仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -301 | -100.0% | -$6,177 | 清仓 |
| GQI | NATIXIS ETF TR | $0 | 0.00% | 0 | -94 | -100.0% | -$5,365 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -75 | -100.0% | -$5,187 | 清仓 |
| PINS | PINTEREST INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$5,178 | 清仓 |
| — | GUESS INC | $0 | 0.00% | 0 | -301 | -100.0% | -$5,042 | 清仓 |
| — | VIRTUS STONE HBR EMRG MKTS I | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4,970 | 清仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -44 | -100.0% | -$4,258 | 清仓 |
| — | HILLENBRAND INC | $0 | 0.00% | 0 | -126 | -100.0% | -$3,990 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -913 | -100.0% | -$3,698 | 清仓 |
| FLIA | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -173 | -100.0% | -$3,488 | 清仓 |
| VOLT | TEMA ETF TRUST | $0 | 0.00% | 0 | -115 | -100.0% | -$3,327 | 清仓 |
| — | ATAI BECKLEY NV | $0 | 0.00% | 0 | -800 | -100.0% | -$3,272 | 清仓 |
| BTG | B2GOLD CORP | $0 | 0.00% | 0 | -708 | -100.0% | -$3,194 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -200 | -100.0% | -$3,052 | 清仓 |
| — | DENNYS CORP | $0 | 0.00% | 0 | -454 | -100.0% | -$2,824 | 清仓 |
| SCCR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -103 | -100.0% | -$2,663 | 清仓 |
| — | INTELLICHECK INC | $0 | 0.00% | 0 | -300 | -100.0% | -$2,004 | 清仓 |
| — | PACER FDS TR | $0 | 0.00% | 0 | -54 | -100.0% | -$1,981 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -27 | -100.0% | -$1,642 | 清仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $0 | 0.00% | 0 | -66 | -100.0% | -$1,543 | 清仓 |
| — | ALEXANDER & BALDWIN INC NEW | $0 | 0.00% | 0 | -61 | -100.0% | -$1,260 | 清仓 |