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 |
|---|---|---|---|---|---|---|---|---|
| FN | FABRINET | $25.35万 | 0.02% | 451 | -1,284 | -74.0% | -$72.17万 | 减仓 |
| MDU | MDU RES GROUP INC | $25.38万 | 0.02% | 11,967 | 11,967 | — | $25.38万 | 新建仓 |
| ARMK | ARAMARK | $25.40万 | 0.02% | 4,464 | -2,171 | -32.7% | -$12.35万 | 重新持有 |
| GO | GROCERY OUTLET HLDG CORP | $25.43万 | 0.02% | 25,480 | 25,480 | — | $25.43万 | 新建仓 |
| APP | APPLOVIN CORP | $25.56万 | 0.02% | 496 | -1,255 | -71.7% | -$64.66万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $25.60万 | 0.02% | 4,199 | -10,619 | -71.7% | -$64.74万 | 减仓 |
| XPEL | XPEL INC | $25.77万 | 0.02% | 5,195 | 5,195 | — | $25.77万 | 新建仓 |
| TGT | TARGET CORP | $25.77万 | 0.02% | 1,973 | 1,973 | — | $25.77万 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $25.90万 | 0.02% | 2,921 | -289 | -9.0% | -$2.56万 | 减仓 |
| CCNE | CNB FINL CORP PA | $25.91万 | 0.02% | 7,686 | 7,686 | — | $25.91万 | 新建仓 |
| AWR | AMER STATES WTR CO | $25.98万 | 0.02% | 3,144 | 3,144 | — | $25.98万 | 新建仓 |
| MLI | MUELLER INDS INC | $26.10万 | 0.03% | 2,123 | -3,152 | -59.8% | -$38.75万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $26.12万 | 0.03% | 3,648 | -11,352 | -75.7% | -$81.28万 | 重新持有 |
| HCSG | HEALTHCARE SVCS GROUP INC | $26.13万 | 0.03% | 10,640 | -4,598 | -30.2% | -$11.29万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $26.16万 | 0.03% | 3,009 | -7,179 | -70.5% | -$62.42万 | 减仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $26.17万 | 0.03% | 3,235 | -2,510 | -43.7% | -$20.30万 | 重新持有 |
| JKHY | HENRY JACK & ASSOC INC | $26.21万 | 0.03% | 1,903 | -383 | -16.8% | -$5.28万 | 减仓 |
| PINS | PINTEREST INC | $26.22万 | 0.03% | 12,467 | -12,312 | -49.7% | -$25.89万 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $26.22万 | 0.03% | 5,406 | -287 | -5.0% | -$1.39万 | 减仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $26.35万 | 0.03% | 10,403 | 10,403 | — | $26.35万 | 新建仓 |
| NSIT | INSIGHT ENTERPRISES INC | $26.52万 | 0.03% | 2,177 | 2,177 | — | $26.52万 | 新建仓 |
| TPG | TPG INC | $26.65万 | 0.03% | 6,573 | 1,555 | 31.0% | $6.31万 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $26.80万 | 0.03% | 18,356 | -38,062 | -67.5% | -$55.57万 | 减仓 |
| NCNO | NCINO INC | $26.95万 | 0.03% | 16,486 | 7,213 | 77.8% | $11.79万 | 重新持有 |
| HCI | HCI GROUP INC | $26.97万 | 0.03% | 1,539 | 1,539 | — | $26.97万 | 新建仓 |
| TOST | TOAST INC | $27.00万 | 0.03% | 9,707 | 1,534 | 18.8% | $4.27万 | 加仓 |
| FFIV | F5 INC | $27.12万 | 0.03% | 652 | -548 | -45.7% | -$22.79万 | 减仓 |
| ARDT | ARDENT HEALTH INC | $27.13万 | 0.03% | 27,574 | -6,080 | -18.1% | -$5.98万 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $27.15万 | 0.03% | 1,811 | -956 | -34.6% | -$14.33万 | 减仓 |
| WU | WESTERN UN CO | $27.16万 | 0.03% | 35,279 | -85,755 | -70.9% | -$66.03万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $27.18万 | 0.03% | 11,416 | -5,466 | -32.4% | -$13.01万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $27.18万 | 0.03% | 2,597 | -774 | -23.0% | -$8.10万 | 减仓 |
| ALNT | ALLIENT INC | $27.26万 | 0.03% | 2,648 | 2,648 | — | $27.26万 | 新建仓 |
| G | GENPACT LIMITED | $27.26万 | 0.03% | 9,913 | -957 | -8.8% | -$2.63万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $27.36万 | 0.03% | 25,244 | -6,801 | -21.2% | -$7.37万 | 减仓 |
| CEVA | CEVA INC | $27.44万 | 0.03% | 5,819 | 5,819 | — | $27.44万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $27.50万 | 0.03% | 3,924 | -6,555 | -62.6% | -$45.93万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $27.56万 | 0.03% | 2,055 | 137 | 7.1% | $1.84万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $27.57万 | 0.03% | 5,482 | -3,265 | -37.3% | -$16.42万 | 重新持有 |
| — | AVANOS MED INC | $27.58万 | 0.03% | 11,086 | 11,086 | — | $27.58万 | 新建仓 |
| ADUS | ADDUS HOMECARE CORP | $27.66万 | 0.03% | 2,753 | -33 | -1.2% | -$3,316 | 减仓 |
| MUSA | MURPHY USA INC | $27.70万 | 0.03% | 514 | -404 | -44.0% | -$21.77万 | 重新持有 |
| CSL | CARLISLE COS INC | $27.71万 | 0.03% | 764 | -161 | -17.4% | -$5.84万 | 减仓 |
| — | KRONOS WORLDWIDE INC | $27.73万 | 0.03% | 43,802 | 43,802 | — | $27.73万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $27.83万 | 0.03% | 1,213 | -68 | -5.3% | -$1.56万 | 减仓 |
| CNOB | CONNECTONE BANCORP INC | $27.86万 | 0.03% | 8,330 | 8,330 | — | $27.86万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $27.93万 | 0.03% | 8,057 | 8,057 | — | $27.93万 | 新建仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $27.96万 | 0.03% | 13,993 | -4,730 | -25.3% | -$9.45万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $28.14万 | 0.03% | 33,340 | -10,467 | -23.9% | -$8.83万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $28.16万 | 0.03% | 5,898 | -12,573 | -68.1% | -$60.04万 | 减仓 |
| SKYW | SKYWEST INC | $28.17万 | 0.03% | 2,836 | 2,836 | — | $28.17万 | 新建仓 |
| POST | POST HLDGS INC | $28.26万 | 0.03% | 3,202 | -230 | -6.7% | -$2.03万 | 减仓 |
| BCPC | BALCHEM CORP | $28.30万 | 0.03% | 1,675 | 247 | 17.3% | $4.17万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $28.39万 | 0.03% | 6,958 | -844 | -10.8% | -$3.44万 | 减仓 |
| IEX | IDEX CORP | $28.44万 | 0.03% | 1,253 | 1,253 | — | $28.44万 | 新建仓 |
| MPC | MARATHON PETE CORP | $28.51万 | 0.03% | 1,115 | 260 | 30.4% | $6.65万 | 加仓 |
| OMC | OMNICOM GROUP INC | $28.55万 | 0.03% | 3,920 | 11 | 0.3% | $801 | 加仓 |
| SMP | STANDARD MTR PRODS INC | $28.61万 | 0.03% | 7,341 | 7,341 | — | $28.61万 | 新建仓 |
| ITRI | ITRON INC | $28.64万 | 0.03% | 3,310 | -2,421 | -42.2% | -$20.95万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $28.73万 | 0.03% | 1,082 | 1,082 | — | $28.73万 | 新建仓 |
| ALB | ALBEMARLE CORP | $28.73万 | 0.03% | 2,128 | 946 | 80.0% | $12.77万 | 加仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $28.83万 | 0.03% | 11,636 | 452 | 4.0% | $1.12万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $28.84万 | 0.03% | 2,859 | -3,024 | -51.4% | -$30.51万 | 减仓 |
| HLNE | HAMILTON LANE INC | $28.96万 | 0.03% | 3,674 | -2,791 | -43.2% | -$22.00万 | 减仓 |
| APPS | DIGITAL TURBINE INC | $29.13万 | 0.03% | 22,580 | 22,580 | — | $29.13万 | 新建仓 |
| BGC | BGC GROUP INC | $29.15万 | 0.03% | 27,268 | 27,268 | — | $29.15万 | 新建仓 |
| RDDT | REDDIT INC | $29.34万 | 0.03% | 1,690 | -1,736 | -50.7% | -$30.13万 | 减仓 |
| DEC | DIVERSIFIED ENERGY CO | $29.34万 | 0.03% | 21,166 | 21,166 | — | $29.34万 | 新建仓 |
| CMRE | COSTAMARE INC | $29.34万 | 0.03% | 20,925 | 20,925 | — | $29.34万 | 新建仓 |
| — | WEBSTER FINL CORP | $29.35万 | 0.03% | 3,841 | -4,454 | -53.7% | -$34.04万 | 重新持有 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $29.38万 | 0.03% | 19,485 | 19,485 | — | $29.38万 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $29.47万 | 0.03% | 3,616 | -2,854 | -44.1% | -$23.26万 | 重新持有 |
| CCK | CROWN HLDGS INC | $29.53万 | 0.03% | 2,641 | 210 | 8.6% | $2.35万 | 加仓 |
| RMD | RESMED INC | $29.56万 | 0.03% | 1,517 | 385 | 34.0% | $7.50万 | 加仓 |
| PNR | PENTAIR PLC | $29.64万 | 0.03% | 3,867 | -2,410 | -38.4% | -$18.48万 | 减仓 |
| ECL | ECOLAB INC | $29.89万 | 0.03% | 1,073 | -265 | -19.8% | -$7.38万 | 减仓 |
| GIII | G III APPAREL GROUP LTD | $29.92万 | 0.03% | 8,877 | 8,877 | — | $29.92万 | 新建仓 |
| DT | DYNATRACE INC | $30.00万 | 0.03% | 6,833 | -174 | -2.5% | -$7,640 | 减仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $30.03万 | 0.03% | 8,296 | 8,296 | — | $30.03万 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED | $30.13万 | 0.03% | 5,943 | -27,395 | -82.2% | -$138.89万 | 减仓 |
| MP | MP MATERIALS CORP | $30.38万 | 0.03% | 5,424 | 5,424 | — | $30.38万 | 新建仓 |
| NWSA | NEWS CORP NEW | $30.42万 | 0.03% | 12,252 | -9,413 | -43.4% | -$23.37万 | 减仓 |
| NDSN | NORDSON CORP | $30.47万 | 0.03% | 1,010 | 1,010 | — | $30.47万 | 新建仓 |
| ILMN | ILLUMINA INC | $30.65万 | 0.03% | 1,743 | 1,743 | — | $30.65万 | 新建仓 |
| RPM | RPM INTL INC | $30.68万 | 0.03% | 2,760 | -367 | -11.7% | -$4.08万 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $30.72万 | 0.03% | 3,201 | 3,201 | — | $30.72万 | 新建仓 |
| CCOI | COGENT COMM HOLDINGS INC | $30.75万 | 0.03% | 22,156 | 22,156 | — | $30.75万 | 新建仓 |
| VTOL | BRISTOW GROUP INC | $30.82万 | 0.03% | 7,459 | 785 | 11.8% | $3.24万 | 加仓 |
| RNST | RENASANT CORP | $30.87万 | 0.03% | 7,256 | 913 | 14.4% | $3.88万 | 重新持有 |
| RUSHB | RUSH ENTERPRISES INC | $30.87万 | 0.03% | 4,035 | 4,035 | — | $30.87万 | 新建仓 |
| STAA | STAAR SURGICAL CO | $30.88万 | 0.03% | 10,762 | 10,762 | — | $30.88万 | 新建仓 |
| VERX | VERTEX INC | $30.88万 | 0.03% | 26,902 | 26,902 | — | $30.88万 | 新建仓 |
| — | SELECT MED HLDGS CORP | $30.91万 | 0.03% | 18,725 | 4,950 | 35.9% | $8.17万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $30.97万 | 0.03% | 2,090 | 2,090 | — | $30.97万 | 新建仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $31.09万 | 0.03% | 7,216 | 7,216 | — | $31.09万 | 新建仓 |
| ABVX | ABIVAX SA | $31.14万 | 0.03% | 2,337 | -1,919 | -45.1% | -$25.57万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $31.16万 | 0.03% | 2,900 | -2,363 | -44.9% | -$25.39万 | 减仓 |
| CBRE | CBRE GROUP INC | $31.23万 | 0.03% | 2,319 | 486 | 26.5% | $6.55万 | 重新持有 |
| GMED | GLOBUS MED INC | $31.32万 | 0.03% | 3,964 | -1,348 | -25.4% | -$10.65万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $31.36万 | 0.03% | 801 | 801 | — | $31.36万 | 新建仓 |