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 |
|---|---|---|---|---|---|---|---|---|
| QLYS | QUALYS INC | $3.87万 | 0.00% | 441 | 440 | 44,000.0% | $3.87万 | 加仓 |
| — | RBB FD INC | $3.87万 | 0.00% | 1,920 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION 看涨期权 | $3.86万 | 0.00% | 200 | -1,800 | -90.0% | -$34.72万 | 减仓 |
| QNST | QUINSTREET INC | $3.86万 | 0.00% | 3,210 | 3,132 | 4,015.4% | $3.76万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $3.85万 | 0.00% | 863 | 200 | 30.2% | $8,921 | 加仓 |
| PBF | PBF ENERGY INC | $3.84万 | 0.00% | 807 | 765 | 1,821.4% | $3.64万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $3.83万 | 0.00% | 1,272 | 180 | 16.5% | $5,422 | 加仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $3.82万 | 0.00% | 1,296 | 1,296 | — | $3.82万 | 新建仓 |
| DSTL | ETF SER SOLUTIONS | $3.81万 | 0.00% | 659 | -268 | -28.9% | -$1.55万 | 减仓 |
| — | GLOBAL X FDS | $3.79万 | 0.00% | 867 | 867 | — | $3.79万 | 新建仓 |
| CE | CELANESE CORP DEL | $3.79万 | 0.00% | 576 | 61 | 11.8% | $4,012 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $3.79万 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| — | PIMCO GLOBAL STOCKSPLS INCM | $3.78万 | 0.00% | 4,542 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $3.78万 | 0.00% | 3,250 | 0 | 0.0% | — | 不变 |
| LZB | LA Z BOY INC | $3.78万 | 0.00% | 1,177 | 514 | 77.5% | $1.65万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $3.78万 | 0.00% | 151 | 112 | 287.2% | $2.80万 | 加仓 |
| KURA | KURA ONCOLOGY INC | $3.78万 | 0.00% | 4,648 | 1,522 | 48.7% | $1.24万 | 加仓 |
| BOKF | BOK FINL CORP | $3.78万 | 0.00% | 295 | 148 | 100.7% | $1.90万 | 加仓 |
| CARG | CARGURUS INC | $3.74万 | 0.00% | 1,097 | 54 | 5.2% | $1,839 | 加仓 |
| ARKG | ARK ETF TR | $3.73万 | 0.00% | 1,410 | -109 | -7.2% | -$2,880 | 减仓 |
| OGN | ORGANON & CO | $3.72万 | 0.00% | 6,217 | 2,037 | 48.7% | $1.22万 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $3.72万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES INC | $3.72万 | 0.00% | 632 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $3.71万 | 0.00% | 389 | -340 | -46.6% | -$3.24万 | 减仓 |
| AUR | AURORA INNOVATION INC | $3.71万 | 0.00% | 9,004 | 6,504 | 260.2% | $2.68万 | 加仓 |
| TRUP | TRUPANION INC | $3.71万 | 0.00% | 1,447 | 15 | 1.0% | $384 | 加仓 |
| AMBA | AMBARELLA INC | $3.70万 | 0.00% | 718 | 696 | 3,163.6% | $3.58万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $3.69万 | 0.00% | 1,370 | 0 | 0.0% | — | 不变 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $3.69万 | 0.00% | 912 | 49 | 5.7% | $1,983 | 加仓 |
| SMTC | SEMTECH CORP | $3.69万 | 0.00% | 480 | 59 | 14.0% | $4,537 | 加仓 |
| DIV | GLOBAL X FDS | $3.68万 | 0.00% | 1,947 | 1,000 | 105.6% | $1.89万 | 加仓 |
| PICK | ISHARES INC | $3.68万 | 0.00% | 650 | 337 | 107.7% | $1.91万 | 加仓 |
| WU | WESTERN UN CO | $3.67万 | 0.00% | 4,207 | 1,145 | 37.4% | $9,996 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $3.67万 | 0.00% | 2,475 | 360 | 17.0% | $5,339 | 加仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $3.67万 | 0.00% | 625 | 572 | 1,079.2% | $3.36万 | 加仓 |
| HYLN | HYLIION HOLDINGS CORP | $3.66万 | 0.00% | 20,783 | 235 | 1.1% | $414 | 加仓 |
| RBA | RB GLOBAL INC | $3.65万 | 0.00% | 381 | -107 | -21.9% | -$1.03万 | 减仓 |
| COF | CAPITAL ONE FINL CORP 看涨期权 | $3.65万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $3.65万 | 0.00% | 753 | 236 | 45.6% | $1.14万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $3.64万 | 0.00% | 1,637 | 55 | 3.5% | $1,224 | 加仓 |
| VBND | ETF SER SOLUTIONS | $3.64万 | 0.00% | 839 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES TR | $3.63万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC | $3.63万 | 0.00% | 1,610 | 560 | 53.3% | $1.26万 | 加仓 |
| EBND | SPDR SERIES TRUST | $3.63万 | 0.00% | 1,759 | -82 | -4.5% | -$1,692 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $3.62万 | 0.00% | 300 | 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 |
| DSM | BNY MELLON STRATEGIC MUN BD | $3.62万 | 0.00% | 6,023 | 0 | 0.0% | — | 不变 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $3.62万 | 0.00% | 881 | 881 | — | $3.62万 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $3.62万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| OCTW | AIM ETF PRODUCTS TRUST | $3.61万 | 0.00% | 939 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $3.60万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| ARDX | ARDELYX INC | $3.59万 | 0.00% | 5,987 | 2,940 | 96.5% | $1.76万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $3.59万 | 0.00% | 920 | -1,256 | -57.7% | -$4.90万 | 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 |
| OTEX | OPEN TEXT CORP | $3.57万 | 0.00% | 1,604 | -66 | -4.0% | -$1,468 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST 看涨期权 | $3.56万 | 0.00% | 200 | 200 | — | $3.56万 | 新建仓 |
| DG | DOLLAR GEN CORP 看涨期权 | $3.56万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| WRLD | WORLD ACCEP CORPORATION | $3.54万 | 0.00% | 262 | 255 | 3,642.9% | $3.44万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $3.54万 | 0.00% | 1,120 | 878 | 362.8% | $2.77万 | 加仓 |
| DBJP | DBX ETF TR | $3.54万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $3.53万 | 0.00% | 2,582 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $3.53万 | 0.00% | 663 | -59 | -8.2% | -$3,140 | 减仓 |
| DBB | INVESCO DB MULTI-SECTOR COMM | $3.52万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| ETG | EATON VANCE TX ADV GLBL DIV | $3.52万 | 0.00% | 1,750 | 2 | 0.1% | $40 | 加仓 |
| KFY | KORN FERRY | $3.51万 | 0.00% | 557 | 341 | 157.9% | $2.15万 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $3.51万 | 0.00% | 668 | 222 | 49.8% | $1.17万 | 加仓 |
| SWBI | SMITH & WESSON BRANDS INC | $3.50万 | 0.00% | 2,444 | 1,131 | 86.1% | $1.62万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $3.50万 | 0.00% | 1,100 | 451 | 69.5% | $1.43万 | 加仓 |
| PLAB | PHOTRONICS INC | $3.50万 | 0.00% | 865 | 865 | — | $3.50万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $3.49万 | 0.00% | 200 | 200 | — | $3.49万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $3.48万 | 0.00% | 297 | 157 | 112.1% | $1.84万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $3.47万 | 0.00% | 1,067 | 277 | 35.1% | $9,014 | 加仓 |
| — | FIRST NORTHWEST BANCORP | $3.47万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $3.47万 | 0.00% | 225 | -200 | -47.1% | -$3.08万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $3.46万 | 0.00% | 938 | 138 | 17.2% | $5,098 | 加仓 |
| TDOC | TELADOC HEALTH INC | $3.46万 | 0.00% | 6,353 | -99 | -1.5% | -$540 | 减仓 |
| ONDS | ONDAS INC | $3.46万 | 0.00% | 3,826 | 1,726 | 82.2% | $1.56万 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $3.46万 | 0.00% | 2,071 | 2,045 | 7,865.4% | $3.42万 | 加仓 |
| CIB | GRUPO CIBEST SA | $3.46万 | 0.00% | 475 | 120 | 33.8% | $8,737 | 加仓 |
| DCI | DONALDSON INC | $3.43万 | 0.00% | 404 | 125 | 44.8% | $1.06万 | 加仓 |
| — | AMPLIFY ETF TR | $3.42万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $3.42万 | 0.00% | 198 | 80 | 67.8% | $1.38万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $3.42万 | 0.00% | 106 | 102 | 2,550.0% | $3.29万 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $3.41万 | 0.00% | 570 | 417 | 272.5% | $2.50万 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $3.41万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| REM | ISHARES TR | $3.41万 | 0.00% | 1,586 | -236 | -13.0% | -$5,067 | 减仓 |
| BCI | ABRDN ETFS | $3.40万 | 0.00% | 1,400 | -860 | -38.1% | -$2.09万 | 减仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $3.38万 | 0.00% | 100 | -100 | -50.0% | -$3.38万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $3.38万 | 0.00% | 531 | 368 | 225.8% | $2.34万 | 加仓 |
| IVES | WEDBUSH SER TR | $3.38万 | 0.00% | 1,190 | 190 | 19.0% | $5,390 | 加仓 |
| MAGS | LISTED FDS TR | $3.38万 | 0.00% | 583 | 400 | 218.6% | $2.32万 | 加仓 |
| DTD | WISDOMTREE TR | $3.37万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $3.36万 | 0.00% | 99 | 3 | 3.1% | $1,018 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $3.36万 | 0.00% | 448 | 187 | 71.6% | $1.40万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $3.35万 | 0.00% | 995 | 190 | 23.6% | $6,394 | 加仓 |
| FISV | FISERV INC 看涨期权 | $3.35万 | 0.00% | 600 | 300 | 100.0% | $1.67万 | 加仓 |
| PDLB | PONCE FINANCIAL GROUP INC | $3.35万 | 0.00% | 2,003 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $3.34万 | 0.00% | 282 | -38 | -11.9% | -$4,503 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $3.34万 | 0.00% | 69 | 49 | 245.0% | $2.37万 | 加仓 |
| GTX | GARRETT MOTION INC | $3.33万 | 0.00% | 1,833 | 1,531 | 507.0% | $2.78万 | 加仓 |