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 |
|---|---|---|---|---|---|---|---|---|
| AKAM | AKAMAI TECHNOLOGIES INC | $31.36万 | 0.03% | 2,653 | 218 | 9.0% | $2.58万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $31.43万 | 0.03% | 848 | 848 | — | $31.43万 | 新建仓 |
| MMI | MARCUS & MILLICHAP INC | $31.64万 | 0.03% | 10,151 | -2,536 | -20.0% | -$7.90万 | 重新持有 |
| SMCI | SUPER MICRO COMPUTER INC | $31.67万 | 0.03% | 10,797 | -212 | -1.9% | -$6,218 | 减仓 |
| CIEN | CIENA CORP | $31.69万 | 0.03% | 646 | -7,958 | -92.5% | -$390.39万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $31.71万 | 0.03% | 4,583 | -9,041 | -66.4% | -$62.55万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $32.00万 | 0.03% | 2,195 | 2,195 | — | $32.00万 | 新建仓 |
| SEIC | SEI INVTS CO | $32.08万 | 0.03% | 3,657 | -5,612 | -60.5% | -$49.22万 | 减仓 |
| GHM | GRAHAM CORP | $32.26万 | 0.03% | 2,606 | -36,553 | -93.3% | -$452.49万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $32.33万 | 0.03% | 6,484 | -162 | -2.4% | -$8,077 | 减仓 |
| BRZE | BRAZE INC | $32.45万 | 0.03% | 14,962 | 3,050 | 25.6% | $6.62万 | 重新持有 |
| OGN | ORGANON & CO | $32.52万 | 0.03% | 24,019 | -53,581 | -69.0% | -$72.55万 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $32.54万 | 0.03% | 9,689 | 9,689 | — | $32.54万 | 新建仓 |
| SMTC | SEMTECH CORP | $32.58万 | 0.03% | 2,013 | -2,360 | -54.0% | -$38.20万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $32.62万 | 0.03% | 7,554 | -662 | -8.1% | -$2.86万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $32.74万 | 0.03% | 1,750 | 1,750 | — | $32.74万 | 新建仓 |
| — | CRINETICS PHARMACEUTICALS IN | $32.80万 | 0.03% | 8,766 | 8,766 | — | $32.80万 | 新建仓 |
| SFD | SMITHFIELD FOODS INC | $32.98万 | 0.03% | 13,594 | -21,791 | -61.6% | -$52.86万 | 减仓 |
| NB | NIOCORP DEVS LTD | $33.01万 | 0.03% | 68,478 | 68,478 | — | $33.01万 | 新建仓 |
| P | EVERPURE INC | $33.10万 | 0.03% | 4,201 | 4,201 | — | $33.10万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $33.10万 | 0.03% | 2,417 | 45 | 1.9% | $6,163 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $33.14万 | 0.03% | 33,743 | -207 | -0.6% | -$2,033 | 减仓 |
| VPG | VISHAY PRECISION GROUP INC | $33.19万 | 0.03% | 2,214 | 2,214 | — | $33.19万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $33.46万 | 0.03% | 1,367 | 1,367 | — | $33.46万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $33.54万 | 0.03% | 774 | 774 | — | $33.54万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $33.62万 | 0.03% | 8,824 | 1,937 | 28.1% | $7.38万 | 加仓 |
| AROC | ARCHROCK INC | $33.66万 | 0.03% | 8,269 | 8,269 | — | $33.66万 | 新建仓 |
| ALLY | ALLY FINL INC | $34.08万 | 0.03% | 7,416 | -4,047 | -35.3% | -$18.60万 | 重新持有 |
| LOPE | GRAND CANYON ED INC | $34.09万 | 0.03% | 2,382 | 53 | 2.3% | $7,585 | 加仓 |
| RBCAA | REPUBLIC BANCORP INC KY | $34.10万 | 0.03% | 3,771 | 3,771 | — | $34.10万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $34.16万 | 0.03% | 1,102 | -1,767 | -61.6% | -$54.77万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $34.28万 | 0.03% | 7,599 | -140,057 | -94.9% | -$631.80万 | 减仓 |
| NUE | NUCOR CORP | $34.30万 | 0.03% | 1,540 | 1,540 | — | $34.30万 | 新建仓 |
| DUOL | DUOLINGO INC | $34.47万 | 0.03% | 2,997 | 2,997 | — | $34.47万 | 新建仓 |
| R | RYDER SYS INC | $34.61万 | 0.03% | 1,312 | -1,595 | -54.9% | -$42.07万 | 重新持有 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $34.64万 | 0.03% | 4,040 | 267 | 7.1% | $2.29万 | 加仓 |
| MGNI | MAGNITE INC | $34.71万 | 0.03% | 18,287 | -2,998 | -14.1% | -$5.69万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $34.80万 | 0.03% | 2,980 | -204 | -6.4% | -$2.38万 | 重新持有 |
| ASH | ASHLAND INC | $34.90万 | 0.03% | 5,296 | 5,296 | — | $34.90万 | 新建仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $34.93万 | 0.03% | 11,671 | 11,671 | — | $34.93万 | 新建仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $34.94万 | 0.03% | 38,608 | -23,924 | -38.3% | -$21.65万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $34.97万 | 0.03% | 2,759 | 245 | 9.7% | $3.11万 | 重新持有 |
| MTH | MERITAGE HOMES CORP | $34.98万 | 0.03% | 4,172 | 861 | 26.0% | $7.22万 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $35.00万 | 0.03% | 36,080 | 3,146 | 9.6% | $3.05万 | 加仓 |
| VVX | V2X INC | $35.09万 | 0.03% | 4,706 | 1,092 | 30.2% | $8.14万 | 加仓 |
| NG | NOVAGOLD RESOURCES INC | $35.09万 | 0.03% | 58,780 | 58,780 | — | $35.09万 | 新建仓 |
| CENTA | CENTRAL GARDEN & PET CO | $35.12万 | 0.03% | 9,058 | 9,058 | — | $35.12万 | 新建仓 |
| CSTM | CONSTELLIUM SE | $35.28万 | 0.03% | 11,069 | -114,281 | -91.2% | -$364.21万 | 减仓 |
| MOD | MODINE MFG CO | $35.30万 | 0.03% | 1,322 | 1,322 | — | $35.30万 | 新建仓 |
| COHR | COHERENT CORP | $35.46万 | 0.03% | 899 | -8,502 | -90.4% | -$335.38万 | 减仓 |
| NNI | NELNET INC | $35.48万 | 0.03% | 2,661 | 2,661 | — | $35.48万 | 新建仓 |
| ALG | ALAMO GROUP INC | $35.63万 | 0.03% | 2,166 | 2,166 | — | $35.63万 | 新建仓 |
| PJT | PJT PARTNERS INC | $35.67万 | 0.03% | 2,363 | 2,363 | — | $35.67万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $35.68万 | 0.03% | 4,670 | -1,198 | -20.4% | -$9.15万 | 重新持有 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $35.70万 | 0.03% | 20,625 | 3,782 | 22.5% | $6.55万 | 加仓 |
| MHO | M/I HOMES INC | $35.81万 | 0.03% | 2,227 | 2,227 | — | $35.81万 | 新建仓 |
| FHB | FIRST HAWAIIAN INC | $36.09万 | 0.03% | 12,319 | 12,319 | — | $36.09万 | 新建仓 |
| SONO | SONOS INC | $36.15万 | 0.03% | 26,715 | -211,783 | -88.8% | -$286.54万 | 减仓 |
| GTLB | GITLAB INC | $36.26万 | 0.03% | 11,877 | -50,199 | -80.9% | -$153.26万 | 重新持有 |
| VLO | VALERO ENERGY CORP | $36.36万 | 0.03% | 1,396 | -960 | -40.7% | -$25.00万 | 减仓 |
| EXPO | EXPONENT INC | $36.39万 | 0.03% | 6,193 | 3,002 | 94.1% | $17.64万 | 加仓 |
| SN | SHARKNINJA INC | $36.59万 | 0.04% | 2,403 | -1,890 | -44.0% | -$28.78万 | 重新持有 |
| PLOW | DOUGLAS DYNAMICS INC | $36.59万 | 0.04% | 6,783 | 6,783 | — | $36.59万 | 新建仓 |
| LASR | NLIGHT INC | $36.60万 | 0.04% | 5,257 | 5,257 | — | $36.60万 | 新建仓 |
| KN | KNOWLES CORP | $36.73万 | 0.04% | 8,855 | -2,551 | -22.4% | -$10.58万 | 重新持有 |
| OTTR | OTTER TAIL CORP | $36.78万 | 0.04% | 4,088 | 4,088 | — | $36.78万 | 新建仓 |
| UPWK | UPWORK INC | $36.86万 | 0.04% | 44,093 | -6,395 | -12.7% | -$5.35万 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $36.95万 | 0.04% | 28,909 | -114,360 | -79.8% | -$146.15万 | 减仓 |
| ADT | ADT INC DEL | $37.19万 | 0.04% | 57,213 | -18,130 | -24.1% | -$11.78万 | 减仓 |
| NOV | NOV INC | $37.19万 | 0.04% | 20,051 | -11,740 | -36.9% | -$21.78万 | 重新持有 |
| FNF | FIDELITY NATL FINL INC | $37.53万 | 0.04% | 7,958 | 7,958 | — | $37.53万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $37.60万 | 0.04% | 1,112 | 1,112 | — | $37.60万 | 新建仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $37.61万 | 0.04% | 4,374 | 4,374 | — | $37.61万 | 新建仓 |
| CRI | CARTERS INC | $37.62万 | 0.04% | 9,141 | 9,141 | — | $37.62万 | 新建仓 |
| UAE | ISHARES TR | $37.79万 | 0.04% | 19,877 | 19,877 | — | $37.79万 | 新建仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $37.99万 | 0.04% | 12,770 | 1,784 | 16.2% | $5.31万 | 重新持有 |
| EEFT | EURONET WORLDWIDE INC | $38.15万 | 0.04% | 5,212 | 5,212 | — | $38.15万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $38.27万 | 0.04% | 17,184 | 5,117 | 42.4% | $11.40万 | 加仓 |
| U | UNITY SOFTWARE INC | $38.52万 | 0.04% | 13,477 | -37,756 | -73.7% | -$107.91万 | 减仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $38.52万 | 0.04% | 48,695 | 48,695 | — | $38.52万 | 新建仓 |
| NMAX | NEWSMAX INC | $38.56万 | 0.04% | 46,566 | 46,566 | — | $38.56万 | 新建仓 |
| SLGN | SILGAN HLDGS INC | $38.79万 | 0.04% | 8,362 | 8,362 | — | $38.79万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $38.96万 | 0.04% | 6,087 | -6,031 | -49.8% | -$38.60万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $39.10万 | 0.04% | 15,139 | 2,009 | 15.3% | $5.19万 | 加仓 |
| QGEN | QIAGEN NV | $39.12万 | 0.04% | 10,006 | 10,006 | — | $39.12万 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP | $39.27万 | 0.04% | 12,762 | -16,976 | -57.1% | -$52.24万 | 减仓 |
| SF | STIFEL FINL CORP | $39.44万 | 0.04% | 5,653 | -4,323 | -43.3% | -$30.16万 | 减仓 |
| BRO | BROWN & BROWN INC | $39.62万 | 0.04% | 6,176 | 781 | 14.5% | $5.01万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $39.65万 | 0.04% | 3,584 | 1,365 | 61.5% | $15.10万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $39.76万 | 0.04% | 1,470 | -123 | -7.7% | -$3.33万 | 重新持有 |
| SPHR | SPHERE ENTERTAINMENT CO | $39.81万 | 0.04% | 2,301 | -597 | -20.6% | -$10.33万 | 减仓 |
| CDE | COEUR MNG INC | $39.91万 | 0.04% | 24,456 | 13,500 | 123.2% | $22.03万 | 重新持有 |
| BDC | BELDEN INC | $39.99万 | 0.04% | 3,335 | 3,335 | — | $39.99万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $40.06万 | 0.04% | 1,131 | 335 | 42.1% | $11.87万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $40.09万 | 0.04% | 3,747 | -2,578 | -40.8% | -$27.58万 | 减仓 |
| CHEF | CHEFS WHSE INC | $40.26万 | 0.04% | 4,189 | 4,189 | — | $40.26万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $40.34万 | 0.04% | 6,085 | -1,411 | -18.8% | -$9.35万 | 减仓 |
| TRN | TRINITY INDS INC | $40.38万 | 0.04% | 11,678 | -4,018 | -25.6% | -$13.89万 | 减仓 |
| PHIN | PHINIA INC | $40.44万 | 0.04% | 4,909 | 518 | 11.8% | $4.27万 | 加仓 |
| HAS | HASBRO INC | $40.63万 | 0.04% | 4,919 | -1,170 | -19.2% | -$9.66万 | 减仓 |