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 |
|---|---|---|---|---|---|---|---|---|
| JBS | JBS N.V. | $472.07万 | 0.45% | 398,368 | 103,900 | 35.3% | $123.12万 | 加仓 |
| TX | TERNIUM SA | $491.48万 | 0.47% | 115,100 | 115,100 | — | $491.48万 | 新建仓 |
| EMBJ | EMBRAER S.A. | $502.29万 | 0.48% | 78,729 | 30,800 | 64.3% | $196.50万 | 加仓 |
| VG | VENTURE GLOBAL INC | $510.90万 | 0.49% | 459,032 | 259,032 | 129.5% | $288.30万 | 加仓 |
| TBBB | BBB FOODS INC | $527.71万 | 0.51% | 126,640 | 91,200 | 257.3% | $380.03万 | 加仓 |
| NOW | SERVICENOW INC | $634.15万 | 0.61% | 63,875 | 61,742 | 2,894.6% | $612.97万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $647.17万 | 0.62% | 50,600 | 50,600 | — | $647.17万 | 新建仓 |
| META | META PLATFORMS INC | $650.37万 | 0.63% | 11,546 | 6,466 | 127.3% | $364.22万 | 加仓 |
| SGOV | ISHARES TR | $701.67万 | 0.67% | 69,700 | 19,900 | 40.0% | $200.33万 | 加仓 |
| HUBB | HUBBELL INC | $728.66万 | 0.70% | 13,927 | -586 | -4.0% | -$30.66万 | 减仓 |
| GOOG | ALPHABET INC | $751.07万 | 0.72% | 21,257 | 6,500 | 44.0% | $229.66万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $761.85万 | 0.73% | 40,451 | 37,712 | 1,376.9% | $710.27万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $787.69万 | 0.76% | 53,911 | 2,113 | 4.1% | $30.87万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $833.66万 | 0.80% | 88,574 | 83,038 | 1,500.0% | $781.55万 | 加仓 |
| MMM | 3M CO | $876.06万 | 0.84% | 54,108 | 9,979 | 22.6% | $161.57万 | 加仓 |
| GLD | SPDR GOLD TR 看涨期权 | $884.11万 | 0.85% | 24,000 | 11,200 | 87.5% | $412.59万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $902.71万 | 0.87% | 9,229 | 1,570 | 20.5% | $153.56万 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $908.19万 | 0.87% | 88,890 | 88,890 | — | $908.19万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $1,284.68万 | 1.23% | 508,583 | 189,822 | 59.5% | $479.49万 | 重新持有 |
| DG | DOLLAR GEN CORP | $1,411.44万 | 1.36% | 122,617 | 83,117 | 210.4% | $956.76万 | 加仓 |
| EG | EVEREST GROUP LTD | $1,802.01万 | 1.73% | 50,444 | -10,063 | -16.6% | -$359.48万 | 减仓 |
| AZUL | AZUL S A | $1,886.09万 | 1.81% | 2,059,046 | 2,059,046 | — | $1,886.09万 | 新建仓 |
| FSUN | FIRSTSUN CAP BANCORP | $2,416.91万 | 2.32% | 623,236 | 163,835 | 35.7% | $635.35万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $2,511.79万 | 2.41% | 851,453 | -398,431 | -31.9% | -$1,175.37万 | 减仓 |
| OCFC | OCEANFIRST FINL CORP | $2,524.53万 | 2.43% | 1,292,641 | 493,735 | 61.8% | $964.26万 | 加仓 |
| IWM | ISHARES TR | $2,851.27万 | 2.74% | 94,900 | 33,900 | 55.6% | $1,018.53万 | 重新持有 |
| — | SUPER MICRO COMPUTER INC | $3,115.42万 | 2.99% | 400,000 | 400,000 | — | $3,115.42万 | 新建仓 |
| TXNM | TXNM ENERGY INC | $5,805.29万 | 5.58% | 52,500,000 | 47,500,000 | 950.0% | $5,252.40万 | 加仓 |
| ADSE | ADS TEC ENERGY PLC | $2.97亿 | 28.51% | 23,259,706 | 1,089,757 | 4.9% | $1,389.35万 | 加仓 |