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 |
|---|---|---|---|---|---|---|---|---|
| ONTO | ONTO INNOVATION INC | $82.92万 | 0.08% | 2,191 | -725 | -24.9% | -$27.44万 | 重新持有 |
| XRAY | DENTSPLY SIRONA INC | $83.10万 | 0.08% | 78,318 | 65,718 | 521.6% | $69.73万 | 加仓 |
| HRB | BLOCK H & R INC | $83.86万 | 0.08% | 22,021 | 985 | 4.7% | $3.75万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $83.90万 | 0.08% | 17,356 | 17,356 | — | $83.90万 | 新建仓 |
| PTC | PTC INC | $84.01万 | 0.08% | 7,395 | 7,395 | — | $84.01万 | 新建仓 |
| RKT | ROCKET COS INC | $84.13万 | 0.08% | 53,413 | 53,413 | — | $84.13万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $84.85万 | 0.08% | 3,341 | 3,341 | — | $84.85万 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $85.15万 | 0.08% | 16,347 | 16,347 | — | $85.15万 | 新建仓 |
| NWBI | NORTHWEST BANCSHARES INC | $85.19万 | 0.08% | 56,192 | 22,289 | 65.7% | $33.79万 | 加仓 |
| BOKF | BOK FINL CORP | $86.27万 | 0.08% | 6,212 | 1,990 | 47.1% | $27.64万 | 加仓 |
| GPN | GLOBAL PMTS INC | $86.96万 | 0.08% | 11,984 | 8,279 | 223.5% | $60.07万 | 加仓 |
| VIRT | VIRTU FINL INC | $87.19万 | 0.08% | 14,637 | -5,277 | -26.5% | -$31.44万 | 重新持有 |
| PEBO | PEOPLES BANCORP INC | $87.62万 | 0.08% | 22,813 | -2,961 | -11.5% | -$11.37万 | 重新持有 |
| VRNS | VARONIS SYS INC | $88.33万 | 0.08% | 21,050 | 21,050 | — | $88.33万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $88.91万 | 0.09% | 17,790 | 11,532 | 184.3% | $57.64万 | 重新持有 |
| FULT | FULTON FINL CORP PA | $89.03万 | 0.09% | 36,803 | -20,485 | -35.8% | -$49.55万 | 重新持有 |
| LKFN | LAKELAND FINL CORP | $89.14万 | 0.09% | 14,442 | 9,055 | 168.1% | $55.89万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $89.45万 | 0.09% | 34,536 | 20,055 | 138.5% | $51.94万 | 加仓 |
| FA | FIRST ADVANTAGE CORP NEW | $89.65万 | 0.09% | 49,666 | 49,666 | — | $89.65万 | 新建仓 |
| DRS | LEONARDO DRS INC | $90.97万 | 0.09% | 21,319 | 21,319 | — | $90.97万 | 新建仓 |
| RVTY | REVVITY INC | $91.59万 | 0.09% | 8,232 | 5,853 | 246.0% | $65.12万 | 重新持有 |
| NXST | NEXSTAR MEDIA GROUP INC | $92.62万 | 0.09% | 5,186 | 5,186 | — | $92.62万 | 新建仓 |
| TFSL | TFS FINL CORP | $93.76万 | 0.09% | 52,911 | 37,005 | 232.6% | $65.57万 | 加仓 |
| TRGP | TARGA RES CORP | $94.36万 | 0.09% | 3,519 | 2,125 | 152.4% | $56.98万 | 加仓 |
| DTM | DT MIDSTREAM INC | $95.38万 | 0.09% | 6,500 | 4,705 | 262.1% | $69.04万 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $95.57万 | 0.09% | 1,501 | 1,501 | — | $95.57万 | 新建仓 |
| FRME | FIRST MERCHANTS CORP | $95.62万 | 0.09% | 21,887 | 11,634 | 113.5% | $50.83万 | 重新持有 |
| TRMK | TRUSTMARK CORP | $95.66万 | 0.09% | 20,792 | 20,792 | — | $95.66万 | 新建仓 |
| ENOV | ENOVIS CORPORATION | $95.74万 | 0.09% | 46,249 | 46,249 | — | $95.74万 | 新建仓 |
| KYIV | KYIVSTAR GROUP LTD | $97.02万 | 0.09% | 60,000 | 60,000 | — | $97.02万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $97.65万 | 0.09% | 32,336 | -9,527 | -22.8% | -$28.77万 | 减仓 |
| COMP | COMPASS INC | $97.99万 | 0.09% | 79,473 | 36,329 | 84.2% | $44.79万 | 加仓 |
| OGE | OGE ENERGY CORP | $98.04万 | 0.09% | 20,147 | 13,549 | 205.4% | $65.93万 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $99.34万 | 0.10% | 11,818 | 11,818 | — | $99.34万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $100.28万 | 0.10% | 12,199 | 12,199 | — | $100.28万 | 新建仓 |
| CRBG | COREBRIDGE FINL INC | $100.99万 | 0.10% | 35,275 | 35,275 | — | $100.99万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $101.46万 | 0.10% | 5,083 | 5,083 | — | $101.46万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $102.63万 | 0.10% | 495 | 495 | — | $102.63万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $102.79万 | 0.10% | 38,555 | 14,555 | 60.6% | $38.80万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $103.44万 | 0.10% | 14,781 | 14,781 | — | $103.44万 | 新建仓 |
| VNOM | VIPER ENERGY INC | $105.48万 | 0.10% | 24,878 | 24,878 | — | $105.48万 | 新建仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $106.03万 | 0.10% | 30,707 | 20,474 | 200.1% | $70.70万 | 重新持有 |
| BYD | BOYD GAMING CORP | $106.27万 | 0.10% | 12,031 | 12,031 | — | $106.27万 | 新建仓 |
| FNB | F N B CORP | $106.85万 | 0.10% | 55,999 | 19,582 | 53.8% | $37.36万 | 加仓 |
| SGRY | SURGERY PARTNERS INC | $109.92万 | 0.11% | 65,430 | 65,430 | — | $109.92万 | 新建仓 |
| NI | NISOURCE INC | $112.79万 | 0.11% | 23,721 | -4,780 | -16.8% | -$22.73万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $112.86万 | 0.11% | 4,722 | 4,722 | — | $112.86万 | 新建仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $112.92万 | 0.11% | 31,014 | -84,920 | -73.2% | -$309.19万 | 减仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $115.57万 | 0.11% | 23,100 | 23,100 | — | $115.57万 | 新建仓 |
| PRI | PRIMERICA INC | $115.61万 | 0.11% | 4,068 | 2,506 | 160.4% | $71.22万 | 加仓 |
| OSK | OSHKOSH CORP | $116.41万 | 0.11% | 7,585 | 3,888 | 105.2% | $59.67万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $116.58万 | 0.11% | 16,996 | 9,032 | 113.4% | $61.95万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $121.22万 | 0.12% | 1,062 | 815 | 330.0% | $93.03万 | 重新持有 |
| APO | APOLLO GLOBAL MGMT INC | $122.04万 | 0.12% | 10,315 | 8,449 | 452.8% | $99.96万 | 重新持有 |
| BEPC | BROOKFIELD RENEWABLE CORP | $122.60万 | 0.12% | 33,028 | 12,775 | 63.1% | $47.42万 | 重新持有 |
| JBHT | HUNT J B TRANS SVCS INC | $125.73万 | 0.12% | 4,344 | 4,344 | — | $125.73万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $127.53万 | 0.12% | 14,087 | 5,115 | 57.0% | $46.31万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $132.35万 | 0.13% | 17,875 | 10,850 | 154.4% | $80.33万 | 加仓 |
| EVRG | EVERGY INC | $135.92万 | 0.13% | 15,726 | -22,236 | -58.6% | -$192.19万 | 减仓 |
| HTO | H2O AMERICA | $136.70万 | 0.13% | 22,494 | 17,849 | 384.3% | $108.47万 | 加仓 |
| SLM | SLM CORP | $140.20万 | 0.13% | 54,049 | 54,049 | — | $140.20万 | 新建仓 |
| TJX | TJX COS INC NEW | $146.77万 | 0.14% | 9,688 | 485 | 5.3% | $7.35万 | 加仓 |
| MKL | MARKEL GROUP INC | $151.16万 | 0.15% | 774 | 467 | 152.1% | $91.21万 | 加仓 |
| GNTX | GENTEX CORP | $156.42万 | 0.15% | 61,898 | 41,571 | 204.5% | $105.05万 | 重新持有 |
| — | VINCI COMPASS INVESTMENTS LT | $156.67万 | 0.15% | 161,015 | 77,504 | 92.8% | $75.41万 | 加仓 |
| ISOU | ISOENERGY LTD | $157.81万 | 0.15% | 158,600 | 158,600 | — | $157.81万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $159.01万 | 0.15% | 64,769 | 64,769 | — | $159.01万 | 新建仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $162.86万 | 0.16% | 90,477 | 9,477 | 11.7% | $17.06万 | 加仓 |
| — | PICS NV | $164.16万 | 0.16% | 154,428 | -42,152 | -21.4% | -$44.81万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $164.70万 | 0.16% | 56,232 | -3,000 | -5.1% | -$8.79万 | 减仓 |
| VALE | VALE S A | $171.76万 | 0.17% | 114,200 | -66,958 | -37.0% | -$100.70万 | 重新持有 |
| BBAR | BANCO BBVA ARGENTINA S A | $173.55万 | 0.17% | 88,500 | 65,905 | 291.7% | $129.24万 | 重新持有 |
| ARIS | ARIS MINING CORPORATION | $175.94万 | 0.17% | 118,000 | 118,000 | — | $175.94万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $176.34万 | 0.17% | 10,236 | 5,985 | 140.8% | $103.10万 | 重新持有 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $177.19万 | 0.17% | 27,772 | -33,808 | -54.9% | -$215.70万 | 减仓 |
| EC | ECOPETROL S A | $183.65万 | 0.18% | 128,970 | 128,970 | — | $183.65万 | 新建仓 |
| L | LOEWS CORP | $183.71万 | 0.18% | 16,227 | 9,270 | 133.2% | $104.95万 | 重新持有 |
| WERN | WERNER ENTERPRISES INC | $187.51万 | 0.18% | 42,996 | 26,712 | 164.0% | $116.49万 | 加仓 |
| WRB | BERKLEY W R CORP | $202.00万 | 0.19% | 28,641 | 2,441 | 9.3% | $17.22万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $229.98万 | 0.22% | 77,330 | 66,634 | 623.0% | $198.17万 | 加仓 |
| LAUR | LAUREATE ED INC | $230.63万 | 0.22% | 63,499 | 22,409 | 54.5% | $81.39万 | 加仓 |
| HON | HONEYWELL INTL INC | $231.06万 | 0.22% | 10,320 | -4,447 | -30.1% | -$99.57万 | 减仓 |
| EU | ENCORE ENERGY CORP | $235.80万 | 0.23% | 1,800,000 | 500,000 | 38.5% | $65.50万 | 加仓 |
| TEO | TELECOM ARGENTINA SA | $246.29万 | 0.24% | 189,455 | 136,300 | 256.4% | $177.19万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $267.29万 | 0.26% | 12,356 | -6,463 | -34.3% | -$139.81万 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $270.08万 | 0.26% | 25,419 | -10,400 | -29.0% | -$110.50万 | 减仓 |
| BAP | CREDICORP LTD | $279.45万 | 0.27% | 7,173 | -2,480 | -25.7% | -$96.62万 | 减仓 |
| GLD | SPDR GOLD TR | $287.15万 | 0.28% | 7,795 | 7,795 | — | $287.15万 | 新建仓 |
| WAB | WABTEC | $306.56万 | 0.29% | 11,371 | -2,720 | -19.3% | -$73.33万 | 减仓 |
| MATX | MATSON INC | $307.53万 | 0.30% | 15,998 | 14,144 | 762.9% | $271.89万 | 重新持有 |
| — | SPROTT FDS TR | $313.61万 | 0.30% | 135,000 | 135,000 | — | $313.61万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $314.15万 | 0.30% | 34,613 | 3,700 | 12.0% | $33.58万 | 加仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $321.28万 | 0.31% | 398,612 | 10,500 | 2.7% | $8.46万 | 加仓 |
| AME | AMETEK INC | $327.30万 | 0.31% | 13,528 | -3,389 | -20.0% | -$81.99万 | 减仓 |
| CPA | COPA HOLDINGS SA | $329.34万 | 0.32% | 21,170 | 10,400 | 96.6% | $161.79万 | 加仓 |
| DLO | DLOCAL LTD | $347.18万 | 0.33% | 267,167 | -12,501 | -4.5% | -$16.25万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $353.00万 | 0.34% | 48,125 | -8,561 | -15.1% | -$62.79万 | 减仓 |
| OCTV | OCTAVE INTELLIGENCE PLC | $381.42万 | 0.37% | 234,000 | 234,000 | — | $381.42万 | 新建仓 |
| HBM | HUDBAY MINERALS INC | $434.91万 | 0.42% | 184,300 | 114,900 | 165.6% | $271.14万 | 加仓 |
| PSMT | PRICESMART INC | $471.28万 | 0.45% | 24,126 | 1,275 | 5.6% | $24.91万 | 加仓 |