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 |
|---|---|---|---|---|---|---|---|---|
| EU | ENCORE ENERGY CORP | $234.00万 | 0.22% | 1,300,000 | 700,000 | 116.7% | $126.00万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $231.66万 | 0.22% | 30,913 | 12,187 | 65.1% | $91.33万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $228.72万 | 0.22% | 24,366 | 20,976 | 618.8% | $196.90万 | 加仓 |
| SNDK | SANDISK CORP | $226.50万 | 0.22% | 3,565 | 2,284 | 178.3% | $145.11万 | 加仓 |
| COHR | COHERENT CORP | $223.94万 | 0.21% | 9,401 | 9,401 | — | $223.94万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $219.64万 | 0.21% | 23,963 | 23,963 | — | $219.64万 | 新建仓 |
| VSAT | VIASAT INC | $218.71万 | 0.21% | 47,753 | 39,722 | 494.6% | $181.93万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $213.47万 | 0.20% | 59,232 | 4,925 | 9.1% | $17.75万 | 加仓 |
| SMWB | SIMILARWEB LTD | $206.89万 | 0.20% | 792,664 | 792,664 | — | $206.89万 | 新建仓 |
| — | PICS NV | $205.43万 | 0.20% | 196,580 | 196,580 | — | $205.43万 | 新建仓 |
| PATH | UIPATH INC | $197.07万 | 0.19% | 177,542 | 166,339 | 1,484.8% | $184.64万 | 加仓 |
| URI | UNITED RENTALS INC | $179.52万 | 0.17% | 2,464 | 2,464 | — | $179.52万 | 新建仓 |
| WRB | BERKLEY W R CORP | $173.65万 | 0.17% | 26,200 | 17,092 | 187.7% | $113.29万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $172.86万 | 0.16% | 33,338 | 33,338 | — | $172.86万 | 新建仓 |
| HUT | HUT 8 CORP | $160.80万 | 0.15% | 34,279 | 34,279 | — | $160.80万 | 新建仓 |
| WULF | TERAWULF INC | $157.03万 | 0.15% | 108,825 | 108,825 | — | $157.03万 | 新建仓 |
| TJX | TJX COS INC NEW | $146.97万 | 0.14% | 9,203 | 4,739 | 106.2% | $75.68万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $145.28万 | 0.14% | 69,400 | 69,400 | — | $145.28万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $143.67万 | 0.14% | 60,518 | 60,518 | — | $143.67万 | 新建仓 |
| GPRK | GEOPARK LTD | $143.64万 | 0.14% | 151,202 | -100,398 | -39.9% | -$95.38万 | 减仓 |
| LAUR | LAUREATE ED INC | $143.16万 | 0.14% | 41,090 | -103,066 | -71.5% | -$359.08万 | 减仓 |
| NEXA | NEXA RES S A | $141.20万 | 0.13% | 133,335 | 133,335 | — | $141.20万 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $138.96万 | 0.13% | 112,427 | 112,427 | — | $138.96万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $136.91万 | 0.13% | 52,498 | 44,692 | 572.5% | $116.56万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $136.33万 | 0.13% | 105,927 | 105,927 | — | $136.33万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $133.60万 | 0.13% | 6,016 | 6,016 | — | $133.60万 | 新建仓 |
| NI | NISOURCE INC | $132.99万 | 0.13% | 28,501 | 28,501 | — | $132.99万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC | $130.60万 | 0.12% | 200,000 | -33,787 | -14.5% | -$22.06万 | 减仓 |
| TBBB | BBB FOODS INC | $125.35万 | 0.12% | 35,440 | 2,814 | 8.6% | $9.95万 | 加仓 |
| CPA | COPA HOLDINGS SA | $122.36万 | 0.12% | 10,770 | -21,290 | -66.4% | -$241.88万 | 重新持有 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $113.48万 | 0.11% | 81,000 | -38,893 | -32.4% | -$54.49万 | 减仓 |
| ALAB | ASTERA LABS INC | $112.94万 | 0.11% | 10,305 | 8,647 | 521.5% | $94.77万 | 加仓 |
| U | UNITY SOFTWARE INC | $112.41万 | 0.11% | 51,233 | 51,233 | — | $112.41万 | 新建仓 |
| ONON | ON HLDG AG | $111.60万 | 0.11% | 32,804 | 32,804 | — | $111.60万 | 新建仓 |
| SNEX | STONEX GROUP INC | $109.87万 | 0.10% | 13,623 | 8,426 | 162.1% | $67.96万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $109.50万 | 0.10% | 10,257 | 10,257 | — | $109.50万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $109.35万 | 0.10% | 41,863 | 41,863 | — | $109.35万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $109.18万 | 0.10% | 30,754 | 23,668 | 334.0% | $84.02万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $106.12万 | 0.10% | 39,406 | 32,228 | 449.0% | $86.79万 | 重新持有 |
| WU | WESTERN UN CO | $105.66万 | 0.10% | 121,034 | 39,776 | 49.0% | $34.72万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $105.19万 | 0.10% | 13,812 | 13,812 | — | $105.19万 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $102.90万 | 0.10% | 18,125 | 12,086 | 200.1% | $68.61万 | 加仓 |
| CAAP | CORPORACION AMER ARPTS S A | $100.56万 | 0.10% | 39,763 | 28,293 | 246.7% | $71.55万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $98.97万 | 0.09% | 35,385 | 4,539 | 14.7% | $12.70万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $98.73万 | 0.09% | 86,303 | -141,525 | -62.1% | -$161.90万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $96.90万 | 0.09% | 21,423 | 12,415 | 137.8% | $56.15万 | 加仓 |
| PCG | PG&E CORP | $96.60万 | 0.09% | 54,978 | 54,978 | — | $96.60万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $94.53万 | 0.09% | 10,217 | 10,217 | — | $94.53万 | 新建仓 |
| BTU | PEABODY ENGR CORP | $92.88万 | 0.09% | 28,188 | 28,188 | — | $92.88万 | 新建仓 |
| FN | FABRINET | $90.48万 | 0.09% | 1,735 | 1,735 | — | $90.48万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $89.91万 | 0.09% | 39,503 | 39,503 | — | $89.91万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $89.22万 | 0.08% | 19,204 | 11,251 | 141.5% | $52.27万 | 加仓 |
| — | VINCI COMPASS INVESTMENTS LT | $88.10万 | 0.08% | 83,511 | -22,772 | -21.4% | -$24.02万 | 减仓 |
| EPAM | EPAM SYS INC | $87.85万 | 0.08% | 6,488 | -12,656 | -66.1% | -$171.36万 | 减仓 |
| KARO | KAROOOOO LTD | $87.69万 | 0.08% | 17,595 | 3,095 | 21.3% | $15.43万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $87.31万 | 0.08% | 2,869 | 85 | 3.1% | $2.59万 | 加仓 |
| INGR | INGREDION INC | $86.49万 | 0.08% | 7,677 | 5,835 | 316.8% | $65.74万 | 重新持有 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $86.26万 | 0.08% | 12,118 | 3,983 | 49.0% | $28.35万 | 加仓 |
| MTB | M & T BK CORP | $85.42万 | 0.08% | 4,132 | -1,748 | -29.7% | -$36.13万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $85.20万 | 0.08% | 54,197 | 29,531 | 119.7% | $46.42万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $82.25万 | 0.08% | 66,978 | 39,330 | 142.3% | $48.30万 | 加仓 |
| RH | RH | $82.16万 | 0.08% | 5,876 | 5,876 | — | $82.16万 | 新建仓 |
| MMSI | MERIT MED SYS INC | $82.07万 | 0.08% | 11,906 | 8,476 | 247.1% | $58.43万 | 重新持有 |
| NWS | NEWS CORP NEW | $79.55万 | 0.08% | 27,903 | 27,903 | — | $79.55万 | 新建仓 |
| — | MASIMO CORP | $79.29万 | 0.08% | 4,458 | 2,907 | 187.4% | $51.71万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $79.26万 | 0.08% | 14,818 | 14,818 | — | $79.26万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $78.50万 | 0.07% | 13,624 | 13,624 | — | $78.50万 | 新建仓 |
| BKU | BANKUNITED INC | $78.09万 | 0.07% | 17,291 | 17,291 | — | $78.09万 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS | $77.85万 | 0.07% | 26,424 | 12,693 | 92.4% | $37.39万 | 加仓 |
| MMS | MAXIMUS INC | $77.20万 | 0.07% | 12,044 | 9,671 | 407.5% | $61.99万 | 重新持有 |
| ASB | ASSOCIATED BANC-CORP | $76.90万 | 0.07% | 29,738 | 19,208 | 182.4% | $49.67万 | 加仓 |
| TMUS | T-MOBILE US INC | $76.89万 | 0.07% | 3,661 | -19,146 | -83.9% | -$402.12万 | 重新持有 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $75.89万 | 0.07% | 28,802 | 5,195 | 22.0% | $13.69万 | 加仓 |
| IOSP | INNOSPEC INC | $75.64万 | 0.07% | 10,359 | 10,359 | — | $75.64万 | 新建仓 |
| INSP | INSPIRE MED SYS INC | $74.98万 | 0.07% | 14,537 | 14,537 | — | $74.98万 | 新建仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $74.25万 | 0.07% | 56,418 | 56,418 | — | $74.25万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $74.02万 | 0.07% | 2,063 | 831 | 67.5% | $29.82万 | 加仓 |
| SF | STIFEL FINL CORP | $73.74万 | 0.07% | 9,976 | 5,066 | 103.2% | $37.45万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $73.40万 | 0.07% | 11,949 | 11,949 | — | $73.40万 | 新建仓 |
| FOX | FOX CORP | $73.15万 | 0.07% | 13,775 | 7,403 | 116.2% | $39.31万 | 加仓 |
| SOLV | SOLVENTUM CORP | $72.92万 | 0.07% | 11,167 | 11,167 | — | $72.92万 | 新建仓 |
| SEIC | SEI INVTS CO | $72.73万 | 0.07% | 9,269 | 9,269 | — | $72.73万 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $71.41万 | 0.07% | 9,601 | 5,759 | 149.9% | $42.84万 | 加仓 |
| USFD | US FOODS HLDG CORP | $71.27万 | 0.07% | 7,729 | 7,729 | — | $71.27万 | 新建仓 |
| ALL | ALLSTATE CORP | $71.03万 | 0.07% | 3,426 | -930 | -21.3% | -$19.28万 | 减仓 |
| PBF | PBF ENERGY INC | $70.41万 | 0.07% | 14,785 | 3,622 | 32.4% | $17.25万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $70.18万 | 0.07% | 3,847 | 3,847 | — | $70.18万 | 新建仓 |
| TTD | THE TRADE DESK INC | $69.99万 | 0.07% | 30,845 | 18,678 | 153.5% | $42.38万 | 加仓 |
| RDN | RADIAN GROUP INC | $69.79万 | 0.07% | 21,097 | 13,819 | 189.9% | $45.71万 | 加仓 |
| APP | APPLOVIN CORP | $69.69万 | 0.07% | 1,751 | 1,751 | — | $69.69万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $69.50万 | 0.07% | 8,907 | 8,907 | — | $69.50万 | 新建仓 |
| — | CENTRAL PUERTO S A | $69.28万 | 0.07% | 41,162 | -31,818 | -43.6% | -$53.55万 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $68.34万 | 0.06% | 9,125 | 2,481 | 37.3% | $18.58万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $68.18万 | 0.06% | 3,142 | 2,404 | 325.7% | $52.16万 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $67.62万 | 0.06% | 12,338 | 12,338 | — | $67.62万 | 新建仓 |
| ACMR | ACM RESH INC | $67.31万 | 0.06% | 17,105 | 17,105 | — | $67.31万 | 新建仓 |
| PODD | INSULET CORP | $67.13万 | 0.06% | 3,199 | 2,411 | 306.0% | $50.59万 | 加仓 |
| HRB | BLOCK H & R INC | $66.77万 | 0.06% | 21,036 | 21,036 | — | $66.77万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $65.90万 | 0.06% | 24,000 | 219 | 0.9% | $6,014 | 加仓 |
| PAM | PAMPA ENERGIA SA | $65.74万 | 0.06% | 7,428 | -2,258 | -23.3% | -$19.98万 | 减仓 |