MIRABELLA FINANCIAL SERVICES LLP
London X0 · SEC CIK 0001538853
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BRO | BROWN & BROWN INC | $35.18万 | 0.03% | 5,395 | -11,449 | -68.0% | -$74.66万 | 重新持有 |
| BAC | BANK AMERICA CORP | $35.19万 | 0.03% | 7,219 | 7,219 | — | $35.19万 | 新建仓 |
| QCOM | QUALCOMM INC | $35.22万 | 0.03% | 2,735 | 2,735 | — | $35.22万 | 新建仓 |
| UNFI | UNITED NAT FOODS INC | $35.23万 | 0.03% | 7,818 | 7,818 | — | $35.23万 | 新建仓 |
| EQT | EQT CORP | $35.25万 | 0.03% | 5,539 | -1,905 | -25.6% | -$12.12万 | 减仓 |
| DOX | AMDOCS LTD | $35.29万 | 0.03% | 5,407 | -22,427 | -80.6% | -$146.36万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $35.32万 | 0.03% | 1,697 | 1,697 | — | $35.32万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $35.36万 | 0.03% | 585 | -765 | -56.7% | -$46.24万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $35.42万 | 0.03% | 3,450 | 3,450 | — | $35.42万 | 新建仓 |
| MDT | MEDTRONIC PLC | $35.48万 | 0.03% | 4,095 | 4,095 | — | $35.48万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $35.52万 | 0.03% | 2,459 | 2,459 | — | $35.52万 | 新建仓 |
| ECL | ECOLAB INC | $35.59万 | 0.03% | 1,338 | 1,338 | — | $35.59万 | 新建仓 |
| FISV | FISERV INC | $35.62万 | 0.03% | 6,383 | -658 | -9.3% | -$3.67万 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $35.62万 | 0.03% | 16,817 | 16,817 | — | $35.62万 | 新建仓 |
| WAT | WATERS CORP | $35.65万 | 0.03% | 1,197 | 1,197 | — | $35.65万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $35.70万 | 0.03% | 2,159 | 2,159 | — | $35.70万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $35.75万 | 0.03% | 5,828 | 5,828 | — | $35.75万 | 新建仓 |
| SBUX | STARBUCKS CORP | $35.77万 | 0.03% | 3,993 | 3,993 | — | $35.77万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $35.82万 | 0.03% | 777 | 777 | — | $35.82万 | 新建仓 |
| TBBK | BANCORP INC DEL | $35.84万 | 0.03% | 6,670 | 6,670 | — | $35.84万 | 新建仓 |
| MGEE | MGE ENERGY INC | $35.84万 | 0.03% | 4,637 | 4,637 | — | $35.84万 | 新建仓 |
| HD | HOME DEPOT INC | $35.85万 | 0.03% | 1,090 | 1,090 | — | $35.85万 | 新建仓 |
| POR | PORTLAND GEN ELEC CO | $35.94万 | 0.03% | 6,811 | 6,811 | — | $35.94万 | 新建仓 |
| LOW | LOWES COS INC | $35.96万 | 0.03% | 1,522 | 1,522 | — | $35.96万 | 新建仓 |
| ACT | ENACT HLDGS INC | $35.97万 | 0.03% | 8,813 | 8,813 | — | $35.97万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $36.05万 | 0.03% | 4,208 | 4,208 | — | $36.05万 | 新建仓 |
| GEN | GEN DIGITAL INC | $36.08万 | 0.03% | 19,163 | 19,163 | — | $36.08万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $36.09万 | 0.03% | 13,130 | -8,894 | -40.4% | -$24.45万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $36.13万 | 0.03% | 2,286 | 1,068 | 87.7% | $16.88万 | 加仓 |
| BLK | BLACKROCK INC | $36.16万 | 0.03% | 376 | 376 | — | $36.16万 | 新建仓 |
| FTV | FORTIVE CORP | $36.18万 | 0.03% | 6,545 | 1,292 | 24.6% | $7.14万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $36.21万 | 0.03% | 3,052 | -23,383 | -88.5% | -$277.39万 | 重新持有 |
| VLTO | VERALTO CORP | $36.25万 | 0.03% | 4,100 | 4,100 | — | $36.25万 | 新建仓 |
| AMZN | AMAZON COM INC | $36.26万 | 0.03% | 1,741 | -19,965 | -92.0% | -$415.81万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $36.37万 | 0.03% | 28,725 | 28,725 | — | $36.37万 | 新建仓 |
| MET | METLIFE INC | $36.39万 | 0.03% | 5,146 | 5,146 | — | $36.39万 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $36.42万 | 0.03% | 3,839 | 3,839 | — | $36.42万 | 新建仓 |
| MSFT | MICROSOFT CORP | $36.42万 | 0.03% | 984 | -7,514 | -88.4% | -$278.15万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $36.45万 | 0.03% | 43,807 | 43,807 | — | $36.45万 | 新建仓 |
| DIS | DISNEY WALT CO | $36.49万 | 0.03% | 3,786 | 3,786 | — | $36.49万 | 新建仓 |
| CRH | CRH PLC | $36.50万 | 0.03% | 3,472 | -528 | -13.2% | -$5.55万 | 减仓 |
| TRMB | TRIMBLE INC | $36.66万 | 0.03% | 5,620 | 5,620 | — | $36.66万 | 新建仓 |
| GE | GE AEROSPACE | $36.66万 | 0.03% | 1,292 | 170 | 15.2% | $4.82万 | 加仓 |
| FROG | JFROG LTD | $36.67万 | 0.03% | 7,814 | 7,814 | — | $36.67万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $36.84万 | 0.04% | 1,886 | 1,886 | — | $36.84万 | 新建仓 |
| SNDR | SCHNEIDER NATIONAL INC | $36.89万 | 0.04% | 13,993 | 13,993 | — | $36.89万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.94万 | 0.04% | 1,365 | -7,627 | -84.8% | -$206.38万 | 重新持有 |
| HRL | HORMEL FOODS CORP | $36.94万 | 0.04% | 16,311 | 16,311 | — | $36.94万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $37.07万 | 0.04% | 4,611 | -1,733 | -27.3% | -$13.93万 | 减仓 |
| BOX | BOX INC | $37.23万 | 0.04% | 15,749 | 15,749 | — | $37.23万 | 新建仓 |
| CNMD | CONMED CORP | $37.81万 | 0.04% | 10,693 | 10,693 | — | $37.81万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $37.93万 | 0.04% | 6,316 | 987 | 18.5% | $5.93万 | 加仓 |
| HUBS | HUBSPOT INC | $37.96万 | 0.04% | 1,555 | 1,555 | — | $37.96万 | 新建仓 |
| CMS | CMS ENERGY CORP | $38.05万 | 0.04% | 4,904 | 4,904 | — | $38.05万 | 新建仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $38.05万 | 0.04% | 6,109 | 6,109 | — | $38.05万 | 新建仓 |
| SYNA | SYNAPTICS INC | $38.24万 | 0.04% | 5,460 | 5,460 | — | $38.24万 | 新建仓 |
| APPF | APPFOLIO INC | $38.29万 | 0.04% | 2,426 | 560 | 30.0% | $8.84万 | 加仓 |
| KVUE | KENVUE INC | $38.33万 | 0.04% | 22,235 | 22,235 | — | $38.33万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $38.53万 | 0.04% | 3,027 | 3,027 | — | $38.53万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $38.54万 | 0.04% | 2,372 | 2,372 | — | $38.54万 | 新建仓 |
| ASAN | ASANA INC | $38.60万 | 0.04% | 60,316 | 60,316 | — | $38.60万 | 新建仓 |
| VFC | V F CORP | $38.64万 | 0.04% | 22,744 | 22,744 | — | $38.64万 | 新建仓 |
| ROST | ROSS STORES INC | $38.69万 | 0.04% | 1,786 | -653 | -26.8% | -$14.15万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $38.73万 | 0.04% | 24,745 | 24,745 | — | $38.73万 | 新建仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $39.00万 | 0.04% | 300,000 | 210,000 | 233.3% | $27.30万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $39.00万 | 0.04% | 20,714 | 20,714 | — | $39.00万 | 新建仓 |
| PRI | PRIMERICA INC | $39.12万 | 0.04% | 1,562 | -1,270 | -44.8% | -$31.81万 | 减仓 |
| CVBF | CVB FINL CORP | $39.14万 | 0.04% | 20,184 | 20,184 | — | $39.14万 | 新建仓 |
| TILE | INTERFACE INC | $39.23万 | 0.04% | 15,743 | 15,743 | — | $39.23万 | 新建仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $39.28万 | 0.04% | 4,331 | 2,085 | 92.8% | $18.91万 | 加仓 |
| WIX | WIX COM LTD | $39.28万 | 0.04% | 4,361 | 4,361 | — | $39.28万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $39.34万 | 0.04% | 5,536 | 5,536 | — | $39.34万 | 新建仓 |
| LOPE | GRAND CANYON ED INC | $39.60万 | 0.04% | 2,329 | 2,329 | — | $39.60万 | 新建仓 |
| ATRO | ASTRONICS CORP | $40.08万 | 0.04% | 6,007 | 6,007 | — | $40.08万 | 新建仓 |
| G | GENPACT LIMITED | $40.49万 | 0.04% | 10,870 | 2,351 | 27.6% | $8.76万 | 重新持有 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $40.51万 | 0.04% | 4,367 | 4,367 | — | $40.51万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $40.56万 | 0.04% | 5,011 | 256 | 5.4% | $2.07万 | 加仓 |
| MAT | MATTEL INC | $40.67万 | 0.04% | 27,989 | 27,989 | — | $40.67万 | 新建仓 |
| LEVI | LEVI STRAUSS & CO NEW | $40.79万 | 0.04% | 22,063 | 22,063 | — | $40.79万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $41.07万 | 0.04% | 10,188 | 10,188 | — | $41.07万 | 新建仓 |
| COO | COOPER COS INC | $41.09万 | 0.04% | 5,747 | 1,493 | 35.1% | $10.67万 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $41.65万 | 0.04% | 9,706 | -5,297 | -35.3% | -$22.73万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $41.73万 | 0.04% | 13,854 | 6,058 | 77.7% | $18.25万 | 重新持有 |
| NEU | NEWMARKET CORP | $41.85万 | 0.04% | 653 | 263 | 67.4% | $16.86万 | 加仓 |
| — | ELECTRONIC ARTS INC | $41.98万 | 0.04% | 2,059 | 2,059 | — | $41.98万 | 新建仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $42.05万 | 0.04% | 10,640 | 10,640 | — | $42.05万 | 新建仓 |
| UGI | UGI CORP NEW | $42.11万 | 0.04% | 11,562 | -9,309 | -44.6% | -$33.90万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $42.32万 | 0.04% | 1,399 | 1,399 | — | $42.32万 | 新建仓 |
| ITGR | INTEGER HLDGS CORP | $42.33万 | 0.04% | 4,810 | 2,161 | 81.6% | $19.02万 | 重新持有 |
| SFBS | SERVISFIRST BANCSHARES INC | $42.38万 | 0.04% | 5,819 | 5,819 | — | $42.38万 | 新建仓 |
| DIOD | DIODES INC | $42.41万 | 0.04% | 6,213 | 6,213 | — | $42.41万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $42.49万 | 0.04% | 27,118 | 4,735 | 21.2% | $7.42万 | 加仓 |
| NDAQ | NASDAQ INC | $42.73万 | 0.04% | 5,034 | 5,034 | — | $42.73万 | 新建仓 |
| CPAY | CORPAY INC | $42.75万 | 0.04% | 1,469 | 1,469 | — | $42.75万 | 新建仓 |
| THG | HANOVER INS GROUP INC | $42.82万 | 0.04% | 2,470 | 2,470 | — | $42.82万 | 新建仓 |
| RHI | ROBERT HALF INC. | $42.85万 | 0.04% | 16,870 | 16,870 | — | $42.85万 | 新建仓 |
| — | GATES INDL CORP PLC | $43.00万 | 0.04% | 16,301 | -5,492 | -25.2% | -$14.49万 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $43.02万 | 0.04% | 33,903 | 12,796 | 60.6% | $16.24万 | 加仓 |
| OC | OWENS CORNING NEW | $43.21万 | 0.04% | 3,993 | -37,681 | -90.4% | -$407.78万 | 重新持有 |
| VNT | VONTIER CORPORATION | $43.22万 | 0.04% | 12,185 | 12,185 | — | $43.22万 | 新建仓 |