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 |
|---|---|---|---|---|---|---|---|---|
| ROAD | CONSTRUCTION PARTNERS INC | $5.19万 | 0.00% | 467 | 62 | 15.3% | $6,890 | 加仓 |
| — | ISHARES TR | $5.18万 | 0.00% | 1,447 | 859 | 146.1% | $3.08万 | 加仓 |
| SSD | SIMPSON MFG INC | $5.18万 | 0.00% | 302 | 130 | 75.6% | $2.23万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $5.18万 | 0.00% | 1,188 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $5.14万 | 0.00% | 741 | 616 | 492.8% | $4.28万 | 加仓 |
| EFOR | ASGN INC | $5.13万 | 0.00% | 1,326 | 750 | 130.2% | $2.90万 | 加仓 |
| QMOM | EA SERIES TRUST | $5.12万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC | $5.12万 | 0.00% | 1,199 | 44 | 3.8% | $1,879 | 加仓 |
| PEN | PENUMBRA INC | $5.09万 | 0.00% | 155 | 154 | 15,400.0% | $5.06万 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $5.08万 | 0.00% | 6,216 | 2,877 | 86.2% | $2.35万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $5.08万 | 0.00% | 3,518 | 681 | 24.0% | $9,827 | 加仓 |
| EAT | BRINKER INTL INC | $5.07万 | 0.00% | 355 | 192 | 117.8% | $2.74万 | 加仓 |
| CNA | CNA FINL CORP | $5.07万 | 0.00% | 1,104 | 819 | 287.4% | $3.76万 | 加仓 |
| IPAR | INTERPARFUMS INC | $5.07万 | 0.00% | 558 | 534 | 2,225.0% | $4.85万 | 加仓 |
| URTH | ISHARES INC | $5.06万 | 0.00% | 281 | -328 | -53.9% | -$5.90万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $5.05万 | 0.00% | 2,161 | 1,132 | 110.0% | $2.64万 | 加仓 |
| BKE | BUCKLE INC | $5.05万 | 0.00% | 1,002 | 991 | 9,009.1% | $4.99万 | 加仓 |
| RCAT | RED CAT HLDGS INC | $5.04万 | 0.00% | 3,850 | 150 | 4.1% | $1,964 | 加仓 |
| SSUS | STRATEGY SHS | $5.03万 | 0.00% | 1,077 | -102 | -8.7% | -$4,760 | 减仓 |
| TPC | TUTOR PERINI CORP | $4.99万 | 0.00% | 647 | 46 | 7.7% | $3,551 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $4.98万 | 0.00% | 696 | 0 | 0.0% | — | 不变 |
| BBH | VANECK ETF TRUST | $4.98万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $4.98万 | 0.00% | 544 | 18 | 3.4% | $1,649 | 加仓 |
| NBCR | NEUBERGER BERMAN ETF TRUST | $4.97万 | 0.00% | 1,676 | 1,317 | 366.9% | $3.91万 | 加仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $4.97万 | 0.00% | 2,095 | 95 | 4.8% | $2,252 | 加仓 |
| QGEN | QIAGEN NV | $4.96万 | 0.00% | 1,238 | 1,238 | — | $4.96万 | 新建仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $4.94万 | 0.00% | 1,363 | -13 | -0.9% | -$471 | 减仓 |
| DELL | DELL TECHNOLOGIES INC 看涨期权 | $4.92万 | 0.00% | 300 | -200 | -40.0% | -$3.28万 | 减仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $4.92万 | 0.00% | 4,634 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $4.92万 | 0.00% | 291 | -1 | -0.3% | -$169 | 减仓 |
| — | EATON VANCE TAX MNGED BUY WR | $4.90万 | 0.00% | 3,400 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $4.90万 | 0.00% | 1,231 | 83 | 7.2% | $3,305 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $4.90万 | 0.00% | 1,351 | 1,351 | — | $4.90万 | 新建仓 |
| HIW | HIGHWOODS PPTYS INC | $4.90万 | 0.00% | 2,289 | 884 | 62.9% | $1.89万 | 加仓 |
| XSD | SPDR SERIES TRUST | $4.90万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $4.90万 | 0.00% | 530 | 202 | 61.6% | $1.87万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $4.89万 | 0.00% | 603 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $4.87万 | 0.00% | 5,728 | 72 | 1.3% | $613 | 加仓 |
| — | INNOVATOR ETFS TRUST | $4.87万 | 0.00% | 1,635 | 1,635 | — | $4.87万 | 新建仓 |
| RAL | RALLIANT CORP | $4.87万 | 0.00% | 1,171 | -5 | -0.4% | -$208 | 减仓 |
| WRBY | WARBY PARKER INC | $4.87万 | 0.00% | 2,312 | 2,291 | 10,909.5% | $4.83万 | 加仓 |
| APPS | DIGITAL TURBINE INC | $4.87万 | 0.00% | 16,913 | 69 | 0.4% | $199 | 加仓 |
| NIO | NIO INC | $4.87万 | 0.00% | 8,069 | 3,647 | 82.5% | $2.20万 | 加仓 |
| PGNY | PROGYNY INC | $4.86万 | 0.00% | 2,864 | 2,308 | 415.1% | $3.92万 | 加仓 |
| ADBE | ADOBE INC 看涨期权 | $4.86万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VKQ | INVESCO MUNICIPAL TRUST | $4.86万 | 0.00% | 5,106 | 0 | 0.0% | — | 不变 |
| FRME | FIRST MERCHANTS CORP | $4.86万 | 0.00% | 1,255 | 96 | 8.3% | $3,718 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $4.85万 | 0.00% | 836 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $4.85万 | 0.00% | 1,085 | 95 | 9.6% | $4,250 | 加仓 |
| — | INNOVATOR ETFS TRUST | $4.85万 | 0.00% | 1,900 | 1,900 | — | $4.85万 | 新建仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $4.85万 | 0.00% | 1,801 | 881 | 95.8% | $2.37万 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $4.84万 | 0.00% | 8,260 | 275 | 3.4% | $1,612 | 加仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $4.83万 | 0.00% | 7,558 | 7,521 | 20,327.0% | $4.81万 | 加仓 |
| — | NEOS ETF TRUST | $4.83万 | 0.00% | 942 | 15 | 1.6% | $769 | 加仓 |
| EQNR | EQUINOR ASA | $4.82万 | 0.00% | 1,143 | 862 | 306.8% | $3.64万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $4.82万 | 0.00% | 2,437 | 1,795 | 279.6% | $3.55万 | 加仓 |
| PTC | PTC INC | $4.82万 | 0.00% | 338 | 117 | 52.9% | $1.67万 | 加仓 |
| — | WISDOMTREE TR | $4.80万 | 0.00% | 580 | 1 | 0.2% | $83 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $4.80万 | 0.00% | 815 | 15 | 1.9% | $884 | 加仓 |
| VICR | VICOR CORP | $4.78万 | 0.00% | 297 | 295 | 14,750.0% | $4.75万 | 加仓 |
| — | CARDIFF ONCOLOGY INC | $4.78万 | 0.00% | 29,504 | -22,087 | -42.8% | -$3.58万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $4.76万 | 0.00% | 1,706 | 69 | 4.2% | $1,924 | 加仓 |
| ONB | OLD NATL BANCORP IND | $4.74万 | 0.00% | 2,146 | 1,046 | 95.1% | $2.31万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $4.74万 | 0.00% | 776 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC | $4.74万 | 0.00% | 1,789 | 134 | 8.1% | $3,551 | 加仓 |
| ADEA | ADEIA INC | $4.73万 | 0.00% | 1,968 | -978 | -33.2% | -$2.35万 | 减仓 |
| LOW | LOWES COS INC 看涨期权 | $4.73万 | 0.00% | 200 | -100 | -33.3% | -$2.36万 | 减仓 |
| FCX | FREEPORT MCMORAN INC 看涨期权 | $4.70万 | 0.00% | 800 | -100 | -11.1% | -$5,878 | 减仓 |
| FHI | FEDERATED HERMES INC | $4.69万 | 0.00% | 827 | 493 | 147.6% | $2.80万 | 加仓 |
| MGA | MAGNA INTL INC | $4.69万 | 0.00% | 840 | 140 | 20.0% | $7,814 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $4.67万 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC 看涨期权 | $4.66万 | 0.00% | 2,000 | 2,000 | — | $4.66万 | 新建仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $4.65万 | 0.00% | 4,271 | 107 | 2.6% | $1,165 | 加仓 |
| CRWV | COREWEAVE INC 看涨期权 | $4.65万 | 0.00% | 600 | 100 | 20.0% | $7,747 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $4.65万 | 0.00% | 1,661 | 1,661 | — | $4.65万 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $4.64万 | 0.00% | 2,794 | -42 | -1.5% | -$698 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $4.63万 | 0.00% | 919 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $4.63万 | 0.00% | 738 | 17 | 2.4% | $1,066 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.62万 | 0.00% | 1,103 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $4.60万 | 0.00% | 1,038 | 427 | 69.9% | $1.89万 | 加仓 |
| WM | WASTE MGMT INC DEL 看涨期权 | $4.60万 | 0.00% | 200 | 100 | 100.0% | $2.30万 | 加仓 |
| IREN | IREN LIMITED | $4.60万 | 0.00% | 1,340 | 1,120 | 509.1% | $3.84万 | 加仓 |
| WABC | WESTAMERICA BANCORPORATION | $4.59万 | 0.00% | 881 | 96 | 12.2% | $5,006 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $4.59万 | 0.00% | 766 | 766 | — | $4.59万 | 新建仓 |
| R | RYDER SYS INC | $4.59万 | 0.00% | 224 | 69 | 44.5% | $1.41万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $4.56万 | 0.00% | 5,265 | 3,650 | 226.0% | $3.16万 | 加仓 |
| GEL | GENESIS ENERGY L P | $4.56万 | 0.00% | 2,557 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $4.55万 | 0.00% | 1,006 | 116 | 13.0% | $5,246 | 加仓 |
| SMLF | ISHARES TR | $4.54万 | 0.00% | 602 | 0 | 0.0% | — | 不变 |
| HAYW | HAYWARD HLDGS INC | $4.54万 | 0.00% | 3,392 | 3,355 | 9,067.6% | $4.49万 | 加仓 |
| ARM | ARM HOLDINGS PLC 看涨期权 | $4.54万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TDTF | FLEXSHARES TR | $4.53万 | 0.00% | 1,880 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC 看涨期权 | $4.52万 | 0.00% | 300 | 100 | 50.0% | $1.51万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $4.52万 | 0.00% | 1,170 | 0 | 0.0% | — | 不变 |
| APPN | APPIAN CORP | $4.51万 | 0.00% | 1,870 | 1,280 | 216.9% | $3.09万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $4.51万 | 0.00% | 1,060 | 0 | 0.0% | — | 不变 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $4.48万 | 0.00% | 2,436 | -697 | -22.2% | -$1.28万 | 减仓 |
| COMT | ISHARES U S ETF TR | $4.47万 | 0.00% | 1,322 | 1,281 | 3,124.4% | $4.33万 | 加仓 |
| KYIV | KYIVSTAR GROUP LTD | $4.47万 | 0.00% | 4,416 | 4,416 | — | $4.47万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $4.47万 | 0.00% | 466 | -44 | -8.6% | -$4,216 | 减仓 |