13F 机构持仓

MIRABELLA FINANCIAL SERVICES LLP

London X0 · SEC CIK 0001538853

2026Q22026Q1 更早 9 个季度 🔒
$10.52亿2026Q1 申报市值
889持仓数
39.3%前十大占比 · 第一大 24.2%
505 / 242新建仓 / 清仓
申报市值走势$10.40亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ADSE 24.2%
CSG SYS INTL I 3.2%
BUSE 3.0%
EG 1.9%
AES 看涨期权 1.8%
FSUN 1.6%
OCFC 1.4%
GRND 0.8%
STNG 0.7%
HUBB 0.7%

2026Q1 买入最多 按季末市值估算

ADSE 加仓+$4,664.95万
OCFC 新建仓+$1,441.23万
FSUN 加仓+$1,069.47万
GRND 新建仓+$806.64万
STNG 加仓+$718.89万

2026Q1 卖出最多 按季末市值估算

CVNA 清仓-$4,059.79万
KINGSWAY FINL SV 清仓-$2,668.24万
THE BEAUTY HEALT 清仓-$2,600.87万
AAPL 重新持有-$2,306.02万
KSPI 清仓-$1,933.72万

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
HAE HAEMONETICS CORP MASS $28.86万0.03%5,121 5,121— $28.86万 新建仓
ACGL ARCH CAP GROUP LTD $29.14万0.03%3,036 3,036— $29.14万 新建仓
SO SOUTHERN CO $29.15万0.03%3,020 -4,813-61.4% -$46.46万 减仓
VSTS VESTIS CORPORATION $29.23万0.03%37,192 37,192— $29.23万 新建仓
LCII LCI INDS $29.24万0.03%2,378 2,378— $29.24万 新建仓
CTAS CINTAS CORP $29.30万0.03%1,732 -6,684-79.4% -$113.05万 重新持有
SBCF SEACOAST BKG CORP FLA $29.33万0.03%9,683 9,683— $29.33万 新建仓
EXC EXELON CORP $29.42万0.03%6,002 -14,657-70.9% -$71.85万 减仓
JAZZ JAZZ PHARMACEUTICALS PLC $29.44万0.03%1,557 -186-10.7% -$3.52万 减仓
OMC OMNICOM GROUP INC $29.44万0.03%3,909 -57,680-93.7% -$434.39万 减仓
AAPL APPLE INC $29.54万0.03%1,164 -90,863-98.7% -$2,306.02万 重新持有
PFG PRINCIPAL FINANCIAL GROUP IN $29.61万0.03%3,286 56220.6% $5.06万 加仓
HSIC SCHEIN HENRY INC $29.62万0.03%4,019 66519.8% $4.90万 加仓
RAMP LIVERAMP HLDGS INC $29.63万0.03%11,174 -11,869-51.5% -$31.48万 减仓
FORM FORMFACTOR INC $29.65万0.03%3,057 3,057— $29.65万 新建仓
ALHC ALIGNMENT HEALTHCARE INC $29.75万0.03%16,882 6,22558.4% $10.97万 重新持有
SMG SCOTTS MIRACLE-GRO CO $29.90万0.03%4,917 -2,605-34.6% -$15.84万 减仓
WWD WOODWARD INC $29.92万0.03%836 628.0% $2.22万 加仓
BKE BUCKLE INC $29.96万0.03%5,949 5,949— $29.96万 新建仓
LZ LEGALZOOM COM INC $29.97万0.03%52,859 14,69438.5% $8.33万 加仓
PHIN PHINIA INC $30.05万0.03%4,391 -3,571-44.9% -$24.44万 减仓
DUK DUKE ENERGY CORP NEW $30.29万0.03%2,313 2,313— $30.29万 新建仓
TRS TRIMAS CORP $30.35万0.03%8,444 8,444— $30.35万 新建仓
DV DOUBLEVERIFY HLDGS INC $30.44万0.03%32,045 -6,061-15.9% -$5.76万 减仓
GOLF ACUSHNET HLDGS CORP $30.49万0.03%3,262 30710.4% $2.87万 加仓
CGNX COGNEX CORP $30.73万0.03%6,272 6,272— $30.73万 新建仓
CSL CARLISLE COS INC $30.86万0.03%925 925— $30.86万 新建仓
LKFN LAKELAND FINL CORP $30.91万0.03%5,387 5,387— $30.91万 新建仓
CPK CHESAPEAKE UTILS CORP $30.96万0.03%2,450 2,450— $30.96万 新建仓
PUMP PROPETRO HLDG CORP $31.05万0.03%21,550 21,550— $31.05万 新建仓
QS QUANTUMSCAPE CORP $31.06万0.03%48,684 25,719112.0% $16.41万 加仓
EFSC ENTERPRISE FINL SVCS CORP $31.06万0.03%5,741 -1,823-24.1% -$9.86万 减仓
RPM RPM INTL INC $31.08万0.03%3,127 -4,230-57.5% -$42.05万 减仓
ACEL ACCEL ENTERTAINMENT INC $31.10万0.03%28,507 28,507— $31.10万 新建仓
HII HUNTINGTON INGALLS INDS INC $31.19万0.03%821 821— $31.19万 新建仓
AXTI AXT INC $31.24万0.03%5,483 5,483— $31.24万 新建仓
AVY AVERY DENNISON CORP $31.29万0.03%1,812 -885-32.8% -$15.28万 减仓
VTOL BRISTOW GROUP INC $31.29万0.03%6,674 6,674— $31.29万 新建仓
COMP COMPASS INC $31.54万0.03%43,144 1,5373.7% $1.12万 加仓
PEP PEPSICO INC $31.55万0.03%2,032 -1,685-45.3% -$26.17万 减仓
OGE OGE ENERGY CORP $31.64万0.03%6,598 -43,715-86.9% -$209.66万 重新持有
LIVN LIVANOVA PLC $31.67万0.03%4,982 -1,996-28.6% -$12.69万 减仓
CWT CALIFORNIA WTR SVC GROUP $31.82万0.03%7,017 7,017— $31.82万 新建仓
UFPI UFP INDUSTRIES INC $31.86万0.03%3,459 3,459— $31.86万 新建仓
CLX CLOROX CO DEL $31.90万0.03%3,078 3,078— $31.90万 新建仓
XLB SELECT SECTOR SPDR TR $31.90万0.03%6,384 6,384— $31.90万 新建仓
AGNT EXP WORLD HLDGS INC $31.99万0.03%53,408 53,408— $31.99万 新建仓
ONB OLD NATL BANCORP IND $32.00万0.03%14,481 14,481— $32.00万 新建仓
ALSN ALLISON TRANSMISSION HLDGS I $32.02万0.03%2,735 110.4% $1,288 加仓
VZ VERIZON COMMUNICATIONS INC $32.15万0.03%6,405 -131,689-95.4% -$661.08万 减仓
HOPE HOPE BANCORP INC $32.39万0.03%28,993 28,993— $32.39万 新建仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $32.47万0.03%1,553 1,553— $32.47万 新建仓
LIND LINDBLAD EXPEDITIONS HLDGS I $32.49万0.03%18,778 18,778— $32.49万 新建仓
TOL TOLL BROTHERS INC $32.60万0.03%2,389 -1,589-39.9% -$21.69万 减仓
HAYW HAYWARD HLDGS INC $32.63万0.03%24,384 -2,072-7.8% -$2.77万 减仓
FBP FIRST BANCORP CORPORATION $32.72万0.03%15,316 -21,743-58.7% -$46.44万 减仓
INSW INTERNATIONAL SEAWAYS INC $32.76万0.03%4,495 4,495— $32.76万 新建仓
BEN FRANKLIN RESOURCES INC $32.76万0.03%13,871 13,871— $32.76万 新建仓
MTRN MATERION CORP $32.79万0.03%2,267 2,267— $32.79万 新建仓
GRMN GARMIN LTD $32.83万0.03%1,415 -1,282-47.5% -$29.74万 减仓
GNW GENWORTH FINL INC $32.89万0.03%40,509 40,509— $32.89万 新建仓
UNM UNUM GROUP $32.91万0.03%4,507 -2,786-38.2% -$20.35万 减仓
— ADS TEC ENERGY PLC $32.99万0.03%699,912 338,52093.7% $15.96万 加仓
RIG TRANSOCEAN LTD $33.17万0.03%50,031 36,996283.8% $24.53万 加仓
LPG DORIAN LPG LTD $33.21万0.03%9,710 -1,531-13.6% -$5.24万 减仓
YUM YUM BRANDS INC $33.44万0.03%2,151 2,151— $33.44万 新建仓
JPM JPMORGAN CHASE & CO $33.45万0.03%1,137 -38,429-97.1% -$1,130.43万 重新持有
ELV ELEVANCE HEALTH INC FORMERLY $33.46万0.03%1,143 -7,270-86.4% -$212.83万 重新持有
TNET TRINET GROUP INC $33.58万0.03%9,219 5,622156.3% $20.48万 加仓
UFPT UFP TECHNOLOGIES INC $33.59万0.03%1,735 1,735— $33.59万 新建仓
DHI D R HORTON INC $33.61万0.03%2,449 903.8% $1.23万 加仓
SMTC SEMTECH CORP $33.62万0.03%4,373 4,373— $33.62万 新建仓
SPNT SIRIUSPOINT LTD $33.64万0.03%15,618 15,618— $33.64万 新建仓
GPK GRAPHIC PACKAGING HLDG CO $33.68万0.03%33,882 33,882— $33.68万 新建仓
RJF RAYMOND JAMES FINL INC $33.84万0.03%2,337 2,337— $33.84万 新建仓
POST POST HLDGS INC $33.93万0.03%3,432 3,432— $33.93万 新建仓
CFFN CAPITOL FED FINL INC $33.94万0.03%47,608 34,725269.5% $24.76万 加仓
SPHR SPHERE ENTERTAINMENT CO $34.02万0.03%2,898 2,898— $34.02万 新建仓
PBR PETROLEO BRASILEIRO S A 看涨期权 $34.24万0.03%16,500 16,500— $34.24万 新建仓
TDC TERADATA CORP DEL $34.33万0.03%13,393 13,393— $34.33万 新建仓
TXRH TEXAS ROADHOUSE INC $34.33万0.03%2,079 2,079— $34.33万 新建仓
NVST ENVISTA HOLDINGS CORPORATION $34.56万0.03%13,624 -258-1.9% -$6,545 减仓
EE EXCELERATE ENERGY INC $34.70万0.03%10,383 10,383— $34.70万 新建仓
FFIV F5 INC $34.72万0.03%1,200 1,200— $34.72万 新建仓
LW LAMB WESTON HLDGS INC $34.72万0.03%8,216 2,91455.0% $12.31万 加仓
CAKE CHEESECAKE FACTORY INC $34.73万0.03%6,344 6,344— $34.73万 新建仓
CNH CNH INDL N V $34.75万0.03%31,591 5,71322.1% $6.28万 加仓
SWKS SKYWORKS SOLUTIONS INC $34.77万0.03%6,493 6,493— $34.77万 新建仓
SSNC SS&C TECH HLDGS $34.79万0.03%5,149 -5,912-53.4% -$39.95万 减仓
CBT CABOT CORP $34.88万0.03%4,631 4,631— $34.88万 新建仓
TRGP TARGA RES CORP $34.95万0.03%1,394 30728.2% $7.70万 加仓
ARCB ARCBEST CORP $34.97万0.03%3,555 -3,756-51.4% -$36.94万 减仓
UCB UNITED CMNTY BKS BLAIRSVLE G $35.00万0.03%11,116 11,116— $35.00万 新建仓
IDXX IDEXX LABS INC $35.01万0.03%623 -3,778-85.8% -$212.28万 重新持有
ADP AUTOMATIC DATA PROCESSING IN $35.03万0.03%1,724 -8,799-83.6% -$178.78万 重新持有
NKE NIKE INC $35.03万0.03%6,632 6,632— $35.03万 新建仓
CNX CNX RES CORP $35.04万0.03%9,090 9,090— $35.04万 新建仓
FDX FEDEX CORP $35.08万0.03%985 -1,211-55.1% -$43.13万 减仓
TSCO TRACTOR SUPPLY CO $35.14万0.03%7,758 1,76029.3% $7.97万 加仓
KMB KIMBERLY-CLARK CORP $35.16万0.03%3,645 3,645— $35.16万 新建仓