MIRABELLA FINANCIAL SERVICES LLP
London X0 · SEC CIK 0001538853
$10.40亿2026Q2 申报市值
666持仓数
51.9%前十大占比 · 第一大 28.5%
252 / 563新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TXNM 加仓+$5,252.40万
SUPER MICRO COMP 新建仓+$3,115.42万
AZUL 新建仓+$1,886.09万
ADSE 加仓+$1,389.35万
IWM 重新持有+$1,018.53万
2026Q2 卖出最多 按季末市值估算
CSG SYS INTL INC 清仓-$3,314.39万
IBKR 重新持有-$1,395.79万
BUSE 减仓-$1,175.37万
GRND 清仓-$806.64万
STNG 减仓-$679.32万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| HLT | HILTON WORLDWIDE HLDGS INC | $40.84万 | 0.04% | 1,236 | -1,119 | -47.5% | -$36.98万 | 重新持有 |
| CAG | CONAGRA BRANDS INC | $40.90万 | 0.04% | 30,387 | -23,810 | -43.9% | -$32.05万 | 减仓 |
| VEEV | VEEVA SYS INC | $40.92万 | 0.04% | 2,306 | -1,266 | -35.4% | -$22.47万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $41.13万 | 0.04% | 1,247 | 1,247 | — | $41.13万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $41.35万 | 0.04% | 4,132 | 4,132 | — | $41.35万 | 新建仓 |
| FIVN | FIVE9 INC | $41.36万 | 0.04% | 19,398 | -11,076 | -36.3% | -$23.61万 | 重新持有 |
| ATEX | ANTERIX INC | $41.43万 | 0.04% | 4,025 | 4,025 | — | $41.43万 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS | $41.48万 | 0.04% | 12,282 | -14,142 | -53.5% | -$47.76万 | 减仓 |
| VSAT | VIASAT INC | $41.49万 | 0.04% | 4,620 | -43,133 | -90.3% | -$387.38万 | 减仓 |
| IMKTA | INGLES MKTS INC | $41.50万 | 0.04% | 4,685 | 4,685 | — | $41.50万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $41.57万 | 0.04% | 1,093 | -4,923 | -81.8% | -$187.26万 | 减仓 |
| PSX | PHILLIPS 66 | $41.64万 | 0.04% | 2,463 | 1,218 | 97.8% | $20.59万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $41.66万 | 0.04% | 1,959 | -443 | -18.4% | -$9.42万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $41.99万 | 0.04% | 1,836 | -3,021 | -62.2% | -$69.09万 | 减仓 |
| PL | PLANET LABS PBC | $42.12万 | 0.04% | 12,713 | -3,018 | -19.2% | -$10.00万 | 重新持有 |
| — | ADS TEC ENERGY PLC | $42.13万 | 0.04% | 699,912 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $42.23万 | 0.04% | 5,666 | -1,358 | -19.3% | -$10.12万 | 减仓 |
| ALRM | ALARM COM HLDGS INC | $42.30万 | 0.04% | 9,054 | 4,993 | 123.0% | $23.33万 | 重新持有 |
| EQH | EQUITABLE HLDGS INC | $42.42万 | 0.04% | 9,667 | 2,863 | 42.1% | $12.56万 | 加仓 |
| PLUS | EPLUS INC | $42.45万 | 0.04% | 5,100 | 5,100 | — | $42.45万 | 新建仓 |
| EIG | EMPLOYERS HLDGS INC | $42.57万 | 0.04% | 8,434 | 8,434 | — | $42.57万 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $42.63万 | 0.04% | 6,210 | 6,210 | — | $42.63万 | 新建仓 |
| AVA | AVISTA CORP | $42.71万 | 0.04% | 10,439 | -13,301 | -56.0% | -$54.41万 | 重新持有 |
| NBBK | NB BANCORP INC | $42.74万 | 0.04% | 20,227 | 20,227 | — | $42.74万 | 新建仓 |
| CNH | CNH INDL N V | $42.88万 | 0.04% | 38,183 | 6,592 | 20.9% | $7.40万 | 加仓 |
| MQ | MARQETA INC | $42.92万 | 0.04% | 105,724 | 105,724 | — | $42.92万 | 新建仓 |
| LFUS | LITTELFUSE INC | $43.03万 | 0.04% | 945 | -788 | -45.5% | -$35.88万 | 重新持有 |
| CZR | CAESARS ENTERTAINMENT INC NE | $43.51万 | 0.04% | 14,416 | -79,106 | -84.6% | -$238.74万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $43.61万 | 0.04% | 10,678 | 10,678 | — | $43.61万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $43.82万 | 0.04% | 44,619 | -250,009 | -84.9% | -$245.51万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $43.90万 | 0.04% | 4,055 | 2,292 | 130.0% | $24.81万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $44.11万 | 0.04% | 2,884 | -1,483 | -34.0% | -$22.68万 | 减仓 |
| RDVT | RED VIOLET INC | $44.15万 | 0.04% | 6,929 | 6,929 | — | $44.15万 | 新建仓 |
| GGG | GRACO INC | $44.33万 | 0.04% | 5,863 | 1,472 | 33.5% | $11.13万 | 重新持有 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $44.62万 | 0.04% | 7,972 | 7,972 | — | $44.62万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $44.66万 | 0.04% | 5,359 | -946 | -15.0% | -$7.88万 | 重新持有 |
| SYBT | STOCK YDS BANCORP INC | $44.72万 | 0.04% | 5,848 | 2,440 | 71.6% | $18.66万 | 重新持有 |
| WTFC | WINTRUST FINL CORP | $44.84万 | 0.04% | 2,790 | 1,297 | 86.9% | $20.85万 | 加仓 |
| MAT | MATTEL INC | $44.98万 | 0.04% | 32,404 | 4,415 | 15.8% | $6.13万 | 加仓 |
| TER | TERADYNE INC | $45.00万 | 0.04% | 930 | 100 | 12.0% | $4.84万 | 加仓 |
| DY | DYCOM INDS INC | $45.10万 | 0.04% | 892 | 249 | 38.7% | $12.59万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $45.13万 | 0.04% | 1,424 | 1,424 | — | $45.13万 | 新建仓 |
| KBH | KB HOME | $45.22万 | 0.04% | 7,224 | 7,224 | — | $45.22万 | 新建仓 |
| GFF | GRIFFON CORP | $45.23万 | 0.04% | 4,638 | 1,795 | 63.1% | $17.51万 | 加仓 |
| CCS | CENTURY COMMUNITIES INC | $45.68万 | 0.04% | 6,374 | 6,374 | — | $45.68万 | 新建仓 |
| OKTA | OKTA INC | $46.79万 | 0.04% | 3,429 | 300 | 9.6% | $4.09万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $47.01万 | 0.05% | 10,886 | -10,537 | -49.2% | -$45.50万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $47.44万 | 0.05% | 1,815 | 336 | 22.7% | $8.78万 | 重新持有 |
| RS | RELIANCE INC | $47.45万 | 0.05% | 1,270 | 1,270 | — | $47.45万 | 新建仓 |
| QDEL | QUIDELORTHO CORP | $47.59万 | 0.05% | 27,172 | 27,172 | — | $47.59万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $47.83万 | 0.05% | 8,894 | 8,894 | — | $47.83万 | 新建仓 |
| OKLO | OKLO INC | $47.92万 | 0.05% | 9,157 | 9,157 | — | $47.92万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $48.05万 | 0.05% | 2,624 | 2,624 | — | $48.05万 | 新建仓 |
| UPST | UPSTART HLDGS INC | $48.05万 | 0.05% | 13,563 | 1,245 | 10.1% | $4.41万 | 重新持有 |
| TXT | TEXTRON INC | $48.08万 | 0.05% | 5,241 | 2,841 | 118.4% | $26.06万 | 加仓 |
| CATY | CATHAY GEN BANCORP | $48.30万 | 0.05% | 7,792 | 7,792 | — | $48.30万 | 新建仓 |
| OI | O-I GLASS INC | $48.82万 | 0.05% | 50,691 | -256,580 | -83.5% | -$247.09万 | 减仓 |
| GIS | GENERAL MILLS INC | $48.86万 | 0.05% | 14,041 | 8,311 | 145.0% | $28.92万 | 加仓 |
| PGR | PROGRESSIVE CORP | $48.87万 | 0.05% | 2,237 | 2,237 | — | $48.87万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $48.90万 | 0.05% | 10,243 | -60,699 | -85.6% | -$289.78万 | 减仓 |
| IESC | IES HOLDINGS INC | $49.00万 | 0.05% | 667 | 667 | — | $49.00万 | 新建仓 |
| BALL | BALL CORP | $49.02万 | 0.05% | 7,855 | -2,316 | -22.8% | -$14.45万 | 减仓 |
| WHR | WHIRLPOOL CORP | $49.05万 | 0.05% | 12,442 | 12,442 | — | $49.05万 | 新建仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $49.06万 | 0.05% | 27,319 | 27,319 | — | $49.06万 | 新建仓 |
| AGM | FEDERAL AGRIC MTG CORP | $49.50万 | 0.05% | 2,484 | 2,484 | — | $49.50万 | 新建仓 |
| TDC | TERADATA CORP DEL | $49.54万 | 0.05% | 14,298 | 905 | 6.8% | $3.14万 | 加仓 |
| COHU | COHU INC | $49.58万 | 0.05% | 6,708 | 6,708 | — | $49.58万 | 新建仓 |
| TNET | TRINET GROUP INC | $49.72万 | 0.05% | 10,046 | 827 | 9.0% | $4.09万 | 加仓 |
| NVR | NVR INC | $49.74万 | 0.05% | 73 | 73 | — | $49.74万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $49.75万 | 0.05% | 1,955 | 332 | 20.5% | $8.45万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $49.96万 | 0.05% | 7,583 | 1,842 | 32.1% | $12.14万 | 加仓 |
| FRSH | FRESHWORKS INC | $50.16万 | 0.05% | 49,565 | 38,179 | 335.3% | $38.64万 | 重新持有 |
| PACS | PACS GROUP INC | $50.32万 | 0.05% | 11,800 | 11,800 | — | $50.32万 | 新建仓 |
| THO | THOR INDS INC | $50.35万 | 0.05% | 6,699 | 6,699 | — | $50.35万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $50.50万 | 0.05% | 21,380 | 2,252 | 11.8% | $5.32万 | 重新持有 |
| PAYO | PAYONEER GLOBAL INC | $50.56万 | 0.05% | 71,014 | 71,014 | — | $50.56万 | 新建仓 |
| POR | PORTLAND GEN ELEC CO | $50.59万 | 0.05% | 9,760 | 2,949 | 43.3% | $15.28万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $50.71万 | 0.05% | 10,619 | 10,619 | — | $50.71万 | 新建仓 |
| MMSI | MERIT MED SYS INC | $50.75万 | 0.05% | 7,319 | -4,587 | -38.5% | -$31.81万 | 减仓 |
| SO | SOUTHERN CO | $51.46万 | 0.05% | 5,377 | 2,357 | 78.0% | $22.56万 | 加仓 |
| OUST | OUSTER INC | $52.02万 | 0.05% | 8,320 | 8,320 | — | $52.02万 | 新建仓 |
| WGO | WINNEBAGO INDS INC | $52.02万 | 0.05% | 16,652 | 16,652 | — | $52.02万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $52.10万 | 0.05% | 3,250 | 3,250 | — | $52.10万 | 新建仓 |
| WEX | WEX INC | $52.29万 | 0.05% | 3,706 | 3,706 | — | $52.29万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $52.29万 | 0.05% | 1,546 | 147 | 10.5% | $4.97万 | 加仓 |
| HLIT | HARMONIC INC | $52.96万 | 0.05% | 32,430 | 10,954 | 51.0% | $17.89万 | 加仓 |
| H | HYATT HOTELS CORP | $53.02万 | 0.05% | 2,735 | -3,344 | -55.0% | -$64.82万 | 重新持有 |
| ROG | ROGERS CORP | $53.08万 | 0.05% | 3,242 | 3,242 | — | $53.08万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $53.11万 | 0.05% | 4,196 | 1,883 | 81.4% | $23.84万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $53.17万 | 0.05% | 5,322 | -4,895 | -47.9% | -$48.90万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $53.28万 | 0.05% | 1,429 | -43 | -2.9% | -$1.60万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $53.43万 | 0.05% | 6,139 | -160,362 | -96.3% | -$1,395.79万 | 重新持有 |
| DCO | DUCOMMUN INC DEL | $53.45万 | 0.05% | 2,886 | 2,886 | — | $53.45万 | 新建仓 |
| MTX | MINERALS TECHNOLOGIES INC | $53.72万 | 0.05% | 7,263 | 7,263 | — | $53.72万 | 新建仓 |
| MSA | MSA SAFETY INC | $53.91万 | 0.05% | 3,088 | 3,088 | — | $53.91万 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC | $54.12万 | 0.05% | 15,643 | 15,643 | — | $54.12万 | 新建仓 |
| ARLO | ARLO TECHNOLOGIES INC | $54.20万 | 0.05% | 40,207 | 40,207 | — | $54.20万 | 新建仓 |
| AX | AXOS FINANCIAL INC | $54.27万 | 0.05% | 5,572 | 5,572 | — | $54.27万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $54.36万 | 0.05% | 5,421 | 3,303 | 155.9% | $33.12万 | 重新持有 |
| POWI | POWER INTEGRATIONS INC | $54.66万 | 0.05% | 6,526 | -11,630 | -64.1% | -$97.41万 | 重新持有 |