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 |
|---|---|---|---|---|---|---|---|---|
| BOOT | BOOT BARN HLDGS INC | $15.62万 | 0.00% | 1,067 | 960 | 897.2% | $14.05万 | 加仓 |
| SMBS | SCHWAB STRATEGIC TR | $15.59万 | 0.00% | 6,100 | 157 | 2.6% | $4,012 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $15.57万 | 0.00% | 680 | -633 | -48.2% | -$14.49万 | 减仓 |
| KAI | KADANT INC | $15.49万 | 0.00% | 530 | -12 | -2.2% | -$3,508 | 减仓 |
| NGG | NATIONAL GRID PLC | $15.41万 | 0.00% | 1,821 | 291 | 19.0% | $2.46万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $15.40万 | 0.00% | 1,340 | 778 | 138.4% | $8.94万 | 加仓 |
| VOTE | TCW ETF TRUST | $15.39万 | 0.00% | 2,017 | 30 | 1.5% | $2,289 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $15.38万 | 0.00% | 1,482 | 120 | 8.8% | $1.25万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $15.35万 | 0.00% | 756 | 520 | 220.3% | $10.56万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $15.29万 | 0.00% | 6,299 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $15.28万 | 0.00% | 2,440 | 1,045 | 74.9% | $6.55万 | 加仓 |
| — | NUVEEN NY AMT FREE | $15.21万 | 0.00% | 14,900 | 12,500 | 520.8% | $12.76万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $15.20万 | 0.00% | 5,540 | 742 | 15.5% | $2.04万 | 加仓 |
| COHR | COHERENT CORP | $15.17万 | 0.00% | 637 | 402 | 171.1% | $9.57万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $15.16万 | 0.00% | 5,466 | 3,844 | 237.0% | $10.66万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $15.12万 | 0.00% | 15,945 | 6,463 | 68.2% | $6.13万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $15.11万 | 0.00% | 3,003 | 281 | 10.3% | $1.41万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $15.10万 | 0.00% | 3,027 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $15.07万 | 0.00% | 786 | 146 | 22.8% | $2.80万 | 加仓 |
| — | PROSHARES TR | $15.05万 | 0.00% | 2,050 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY COVINGTON TRUST | $15.01万 | 0.00% | 4,138 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $15.00万 | 0.00% | 9,422 | 3,530 | 59.9% | $5.62万 | 加仓 |
| ICLR | ICON PLC | $14.99万 | 0.00% | 1,355 | 29 | 2.2% | $3,209 | 加仓 |
| NEU | NEWMARKET CORP | $14.93万 | 0.00% | 233 | 106 | 83.5% | $6.79万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $14.89万 | 0.00% | 3,498 | 2,398 | 218.0% | $10.21万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $14.85万 | 0.00% | 6,668 | 2,053 | 44.5% | $4.57万 | 加仓 |
| KGC | KINROSS GOLD CORP | $14.79万 | 0.00% | 4,846 | 600 | 14.1% | $1.83万 | 加仓 |
| INVH | INVITATION HOMES INC | $14.78万 | 0.00% | 5,947 | 5,651 | 1,909.1% | $14.04万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $14.68万 | 0.00% | 2,547 | 13 | 0.5% | $749 | 加仓 |
| PINS | PINTEREST INC | $14.65万 | 0.00% | 7,988 | 3,855 | 93.3% | $7.07万 | 加仓 |
| SE | SEA LTD | $14.59万 | 0.00% | 1,762 | 666 | 60.8% | $5.51万 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $14.58万 | 0.00% | 7,340 | -38 | -0.5% | -$755 | 减仓 |
| ISHG | ISHARES TR | $14.57万 | 0.00% | 1,964 | 1,964 | — | $14.57万 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $14.54万 | 0.00% | 2,351 | -101 | -4.1% | -$6,246 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $14.52万 | 0.00% | 2,002 | -94 | -4.5% | -$6,819 | 减仓 |
| PG | PROCTER & GAMBLE CO 看涨期权 | $14.44万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $14.43万 | 0.00% | 2,495 | 2,164 | 653.8% | $12.52万 | 加仓 |
| UMBF | UMB FINL CORP | $14.41万 | 0.00% | 1,278 | 351 | 37.9% | $3.96万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $14.39万 | 0.00% | 9,583 | 703 | 7.9% | $1.06万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $14.34万 | 0.00% | 1,568 | 1,568 | — | $14.34万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $14.33万 | 0.00% | 2,400 | -2,000 | -45.5% | -$11.94万 | 减仓 |
| MSB | MESABI TR | $14.30万 | 0.00% | 4,540 | 27 | 0.6% | $851 | 加仓 |
| TKR | TIMKEN CO | $14.30万 | 0.00% | 1,422 | 217 | 18.0% | $2.18万 | 加仓 |
| — | GLOBAL X FDS | $14.28万 | 0.00% | 3,610 | 3,610 | — | $14.28万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $14.24万 | 0.00% | 700 | 200 | 40.0% | $4.07万 | 加仓 |
| — | TWO HARBORS INVENTMENT CORPO | $14.22万 | 0.00% | 12,450 | -3 | -0.0% | -$34 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $14.20万 | 0.00% | 963 | -162 | -14.4% | -$2.39万 | 减仓 |
| MTDR | MATADOR RES CO | $14.20万 | 0.00% | 2,248 | 699 | 45.1% | $4.42万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $14.14万 | 0.00% | 1,393 | 98 | 7.6% | $9,948 | 加仓 |
| CMBS | ISHARES TR | $14.13万 | 0.00% | 2,900 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $14.12万 | 0.00% | 627 | 162 | 34.8% | $3.65万 | 加仓 |
| CABO | CABLE ONE INC | $14.12万 | 0.00% | 1,548 | 13 | 0.8% | $1,186 | 加仓 |
| KTF | DWS MUN INCOME TR | $14.11万 | 0.00% | 15,510 | 13 | 0.1% | $118 | 加仓 |
| PFXF | VANECK ETF TRUST | $14.09万 | 0.00% | 8,035 | -55 | -0.7% | -$965 | 减仓 |
| — | WELLS FARGO & CO | $14.09万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $14.05万 | 0.00% | 5,337 | 1,455 | 37.5% | $3.83万 | 加仓 |
| AOA | ISHARES TR | $14.04万 | 0.00% | 1,587 | 69 | 4.5% | $6,104 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $14.03万 | 0.00% | 1,623 | 11 | 0.7% | $951 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $14.01万 | 0.00% | 1,953 | 189 | 10.7% | $1.36万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $14.01万 | 0.00% | 1,719 | 913 | 113.3% | $7.44万 | 加仓 |
| RKT | ROCKET COS INC | $13.93万 | 0.00% | 9,776 | 7,038 | 257.0% | $10.03万 | 加仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $13.91万 | 0.00% | 6,777 | 659 | 10.8% | $1.35万 | 加仓 |
| BC | BRUNSWICK CORP | $13.90万 | 0.00% | 1,911 | 1,742 | 1,030.8% | $12.67万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $13.90万 | 0.00% | 5,853 | 808 | 16.0% | $1.92万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $13.88万 | 0.00% | 11,200 | 8,945 | 396.7% | $11.08万 | 加仓 |
| HYLB | DBX ETF TR | $13.87万 | 0.00% | 3,835 | 1 | 0.0% | $36 | 加仓 |
| WELL | WELLTOWER INC 看涨期权 | $13.84万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS MASTER ISSUER | $13.80万 | 0.00% | 1,855 | 1,660 | 851.3% | $12.35万 | 加仓 |
| TEX | TEREX CORP NEW | $13.76万 | 0.00% | 2,329 | 234 | 11.2% | $1.38万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $13.74万 | 0.00% | 15,300 | 8,114 | 112.9% | $7.29万 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $13.74万 | 0.00% | 4,362 | 96 | 2.3% | $3,023 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $13.71万 | 0.00% | 7,961 | 2,750 | 52.8% | $4.74万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $13.67万 | 0.00% | 1,139 | -5 | -0.4% | -$600 | 减仓 |
| THC | TENET HEALTHCARE CORP | $13.66万 | 0.00% | 724 | 314 | 76.6% | $5.93万 | 加仓 |
| ATI | ATI INC | $13.65万 | 0.00% | 938 | 306 | 48.4% | $4.45万 | 加仓 |
| — | BIOMEA FUSION INC | $13.63万 | 0.00% | 89,100 | 89,000 | 89,000.0% | $13.62万 | 加仓 |
| ESOA | ENERGY SERVICES OF AMER CORP | $13.63万 | 0.00% | 10,378 | 10,378 | — | $13.63万 | 新建仓 |
| WEN | WENDYS CO | $13.62万 | 0.00% | 19,590 | 9,426 | 92.7% | $6.55万 | 加仓 |
| SGML | SIGMA LITHIUM CORPORATION | $13.57万 | 0.00% | 11,000 | 11,000 | — | $13.57万 | 新建仓 |
| PSK | SPDR SERIES TRUST | $13.57万 | 0.00% | 4,399 | -288 | -6.1% | -$8,882 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $13.57万 | 0.00% | 1,210 | 11 | 0.9% | $1,233 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $13.53万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $13.52万 | 0.00% | 1,150 | 114 | 11.0% | $1.34万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $13.52万 | 0.00% | 1,813 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC | $13.46万 | 0.00% | 15,163 | 4,009 | 35.9% | $3.56万 | 加仓 |
| PNR | PENTAIR PLC | $13.42万 | 0.00% | 1,540 | 209 | 15.7% | $1.82万 | 加仓 |
| LEN/B | LENNAR CORP | $13.38万 | 0.00% | 1,590 | 50 | 3.2% | $4,207 | 加仓 |
| — | SEALED AIR CORP NEW | $13.38万 | 0.00% | 3,181 | 835 | 35.6% | $3.51万 | 加仓 |
| MAT | MATTEL INC | $13.33万 | 0.00% | 9,175 | 83 | 0.9% | $1,206 | 加仓 |
| STM | STMICROELECTRONICS N V | $13.32万 | 0.00% | 3,855 | 578 | 17.6% | $2.00万 | 加仓 |
| AX | AXOS FINANCIAL INC | $13.29万 | 0.00% | 1,562 | 62 | 4.1% | $5,276 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $13.26万 | 0.00% | 2,125 | 859 | 67.9% | $5.36万 | 加仓 |
| IWC | ISHARES TR | $13.26万 | 0.00% | 831 | -150 | -15.3% | -$2.39万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $13.26万 | 0.00% | 15,821 | 11,713 | 285.1% | $9.82万 | 加仓 |
| GFF | GRIFFON CORP | $13.21万 | 0.00% | 1,818 | 68 | 3.9% | $4,942 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $13.19万 | 0.00% | 3,584 | -1,741 | -32.7% | -$6.41万 | 减仓 |
| THG | HANOVER INS GROUP INC | $13.19万 | 0.00% | 761 | 622 | 447.5% | $10.78万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $13.19万 | 0.00% | 5,326 | 5,208 | 4,413.6% | $12.90万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $13.17万 | 0.00% | 443 | 317 | 251.6% | $9.42万 | 加仓 |
| REMX | VANECK ETF TRUST | $13.13万 | 0.00% | 1,492 | 0 | 0.0% | — | 不变 |