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 |
|---|---|---|---|---|---|---|---|---|
| — | DIREXION SHARES ETF TRUST | $2.34万 | 0.00% | 3,332 | -125 | -3.6% | -$878 | 减仓 |
| NOVT | NOVANTA INC | $2.34万 | 0.00% | 198 | 141 | 247.4% | $1.67万 | 加仓 |
| — | VANGUARD QUANTITATIVE FDS | $2.33万 | 0.00% | 314 | 314 | — | $2.33万 | 新建仓 |
| SGDM | SPROTT ETF TRUST | $2.33万 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $2.33万 | 0.00% | 1,089 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $2.33万 | 0.00% | 123 | 17 | 16.0% | $3,221 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP 看涨期权 | $2.31万 | 0.00% | 300 | 300 | — | $2.31万 | 新建仓 |
| — | GLOBAL X FDS | $2.31万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP | $2.31万 | 0.00% | 247 | 247 | — | $2.31万 | 新建仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $2.31万 | 0.00% | 976 | 350 | 55.9% | $8,275 | 加仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $2.30万 | 0.00% | 6,564 | 6,564 | — | $2.30万 | 新建仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $2.30万 | 0.00% | 1,330 | 706 | 113.1% | $1.22万 | 加仓 |
| SFIX | STITCH FIX INC | $2.30万 | 0.00% | 6,940 | 6,916 | 28,816.7% | $2.29万 | 加仓 |
| BDC | BELDEN INC | $2.29万 | 0.00% | 199 | 127 | 176.4% | $1.46万 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $2.28万 | 0.00% | 415 | 2 | 0.5% | $110 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $2.28万 | 0.00% | 392 | 131 | 50.2% | $7,618 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $2.28万 | 0.00% | 1,831 | 80 | 4.6% | $994 | 加仓 |
| BKH | BLACK HILLS CORP | $2.27万 | 0.00% | 327 | 127 | 63.5% | $8,815 | 加仓 |
| TTD | THE TRADE DESK INC 看涨期权 | $2.27万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE MUN INCOME TR | $2.27万 | 0.00% | 2,179 | 28 | 1.3% | $291 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.26万 | 0.00% | 1,194 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET AND CO | $2.26万 | 0.00% | 487 | 267 | 121.4% | $1.24万 | 加仓 |
| AVA | AVISTA CORP | $2.26万 | 0.00% | 562 | 304 | 117.8% | $1.22万 | 加仓 |
| — | PROSHARES TR | $2.26万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP | $2.26万 | 0.00% | 1,559 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $2.25万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $2.24万 | 0.00% | 839 | -1,694 | -66.9% | -$4.53万 | 减仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $2.24万 | 0.00% | 666 | 271 | 68.6% | $9,119 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $2.24万 | 0.00% | 1,636 | 336 | 25.8% | $4,597 | 加仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $2.24万 | 0.00% | 742 | 0 | 0.0% | — | 不变 |
| EQPT | EQUIPMENTSHARE COM INC | $2.23万 | 0.00% | 1,095 | 1,095 | — | $2.23万 | 新建仓 |
| — | ELLSWORTH GROWTH & INCOME FD | $2.23万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY COM LTD | $2.23万 | 0.00% | 322 | 252 | 360.0% | $1.74万 | 加仓 |
| ARKF | ARK ETF TR | $2.22万 | 0.00% | 585 | 57 | 10.8% | $2,167 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $2.22万 | 0.00% | 896 | 150 | 20.1% | $3,721 | 加仓 |
| FLRN | SPDR SERIES TRUST | $2.22万 | 0.00% | 722 | 0 | 0.0% | — | 不变 |
| USVM | VICTORY PORTFOLIOS II | $2.22万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $2.21万 | 0.00% | 63 | 30 | 90.9% | $1.05万 | 加仓 |
| PATK | PATRICK INDS INC | $2.21万 | 0.00% | 199 | 64 | 47.4% | $7,109 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $2.21万 | 0.00% | 562 | 214 | 61.5% | $8,408 | 加仓 |
| DUOL | DUOLINGO INC | $2.21万 | 0.00% | 224 | 45 | 25.1% | $4,436 | 加仓 |
| INTC | INTEL CORP 看涨期权 | $2.21万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $2.20万 | 0.00% | 735 | 345 | 88.5% | $1.03万 | 加仓 |
| IYE | ISHARES TR | $2.20万 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| GPI | GROUP 1 AUTOMOTIVE INC | $2.18万 | 0.00% | 66 | 2 | 3.1% | $661 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $2.18万 | 0.00% | 518 | 319 | 160.3% | $1.34万 | 加仓 |
| RXO | RXO INC | $2.17万 | 0.00% | 1,483 | 1,417 | 2,147.0% | $2.07万 | 加仓 |
| SDIV | GLOBAL X FDS | $2.16万 | 0.00% | 857 | 307 | 55.8% | $7,755 | 加仓 |
| PKX | POSCO HOLDINGS INC | $2.16万 | 0.00% | 369 | 285 | 339.3% | $1.67万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $2.15万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $2.15万 | 0.00% | 1,190 | 794 | 200.5% | $1.44万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $2.15万 | 0.00% | 161 | -16 | -9.0% | -$2,135 | 减仓 |
| QTUM | ETF SER SOLUTIONS 看涨期权 | $2.15万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GMOI | GMO ETF TRUST | $2.14万 | 0.00% | 590 | 250 | 73.5% | $9,058 | 加仓 |
| SERV | SERVE ROBOTICS INC | $2.13万 | 0.00% | 2,523 | 1,023 | 68.2% | $8,634 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $2.12万 | 0.00% | 247 | -94 | -27.6% | -$8,063 | 减仓 |
| — | GLOBAL X FDS | $2.12万 | 0.00% | 1,000 | 1,000 | — | $2.12万 | 新建仓 |
| RC | READY CAPITAL CORP | $2.11万 | 0.00% | 13,042 | 1,048 | 8.7% | $1,698 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $2.11万 | 0.00% | 1,113 | -802 | -41.9% | -$1.52万 | 减仓 |
| MDU | MDU RES GROUP INC | $2.10万 | 0.00% | 1,015 | 207 | 25.6% | $4,289 | 加仓 |
| TRS | TRIMAS CORP | $2.10万 | 0.00% | 585 | 373 | 175.9% | $1.34万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $2.10万 | 0.00% | 299 | 14 | 4.9% | $982 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $2.09万 | 0.00% | 99 | 11 | 12.5% | $2,327 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $2.09万 | 0.00% | 238 | 16 | 7.2% | $1,408 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $2.09万 | 0.00% | 808 | 274 | 51.3% | $7,097 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $2.08万 | 0.00% | 272 | 204 | 300.0% | $1.56万 | 加仓 |
| NUMV | NUSHARES ETF TR | $2.08万 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| CXW | CORECIVIC INC | $2.07万 | 0.00% | 1,095 | 15 | 1.4% | $284 | 加仓 |
| STRA | STRATEGIC ED INC | $2.06万 | 0.00% | 248 | 235 | 1,807.7% | $1.95万 | 加仓 |
| SLB | SLB LIMITED 看涨期权 | $2.06万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $2.06万 | 0.00% | 259 | 61 | 30.8% | $4,840 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $2.05万 | 0.00% | 486 | 393 | 422.6% | $1.66万 | 加仓 |
| FER | FERROVIAL SE | $2.05万 | 0.00% | 315 | 189 | 150.0% | $1.23万 | 加仓 |
| DMC | FRESH DEL MONTE PRODUCE INC | $2.05万 | 0.00% | 508 | 8 | 1.6% | $322 | 加仓 |
| — | PROSHARES TR | $2.04万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| WERN | WERNER ENTERPRISES INC | $2.04万 | 0.00% | 693 | 493 | 246.5% | $1.45万 | 加仓 |
| MRNA | MODERNA INC 看涨期权 | $2.03万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD 看涨期权 | $2.03万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | INVESCO BD FD | $2.03万 | 0.00% | 1,354 | 0 | 0.0% | — | 不变 |
| SHOO | MADDEN STEVEN LTD | $2.03万 | 0.00% | 598 | 311 | 108.4% | $1.05万 | 加仓 |
| ARKK | ARK ETF TR 看涨期权 | $2.03万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC | $2.02万 | 0.00% | 285 | 233 | 448.1% | $1.65万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $2.02万 | 0.00% | 383 | 57 | 17.5% | $3,008 | 加仓 |
| ECPG | ENCORE CAP GROUP INC | $2.02万 | 0.00% | 288 | 281 | 4,014.3% | $1.97万 | 加仓 |
| LAZ | LAZARD INC | $2.02万 | 0.00% | 475 | 45 | 10.5% | $1,912 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $2.02万 | 0.00% | 2,124 | 1,819 | 596.4% | $1.73万 | 加仓 |
| SBET | SHARPLINK INC | $2.02万 | 0.00% | 3,125 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $2.01万 | 0.00% | 461 | -210 | -31.3% | -$9,166 | 减仓 |
| FTRE | FORTREA HLDGS INC | $2.00万 | 0.00% | 2,127 | -6,518 | -75.4% | -$6.14万 | 减仓 |
| — | GLADSTONE INVT CORP | $2.00万 | 0.00% | 1,407 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $1.99万 | 0.00% | 317 | 197 | 164.2% | $1.23万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $1.98万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $1.98万 | 0.00% | 747 | 278 | 59.3% | $7,371 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $1.98万 | 0.00% | 437 | 430 | 6,142.9% | $1.95万 | 加仓 |
| LAD | LITHIA MTRS INC | $1.97万 | 0.00% | 79 | -147 | -65.0% | -$3.67万 | 减仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $1.97万 | 0.00% | 1,610 | -300 | -15.7% | -$3,666 | 减仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $1.97万 | 0.00% | 1,000 | -100 | -9.1% | -$1,967 | 减仓 |
| SKYW | SKYWEST INC | $1.97万 | 0.00% | 214 | 174 | 435.0% | $1.60万 | 加仓 |
| CTGO | CONTANGO SILVER & GOLD INC | $1.97万 | 0.00% | 1,048 | 1,048 | — | $1.97万 | 新建仓 |
| — | PIMCO HIGH INCOME FD | $1.96万 | 0.00% | 4,243 | 0 | 0.0% | — | 不变 |