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 |
|---|---|---|---|---|---|---|---|---|
| ENOV | ENOVIS CORPORATION | $95.74万 | 0.09% | 46,249 | 46,249 | — | $95.74万 | 新建仓 |
| TRMK | TRUSTMARK CORP | $95.66万 | 0.09% | 20,792 | 20,792 | — | $95.66万 | 新建仓 |
| FRME | FIRST MERCHANTS CORP | $95.62万 | 0.09% | 21,887 | 11,634 | 113.5% | $50.83万 | 重新持有 |
| CACC | CREDIT ACCEP CORP MICH | $95.57万 | 0.09% | 1,501 | 1,501 | — | $95.57万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $95.38万 | 0.09% | 6,500 | 4,705 | 262.1% | $69.04万 | 加仓 |
| TRGP | TARGA RES CORP | $94.36万 | 0.09% | 3,519 | 2,125 | 152.4% | $56.98万 | 加仓 |
| TFSL | TFS FINL CORP | $93.76万 | 0.09% | 52,911 | 37,005 | 232.6% | $65.57万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $92.62万 | 0.09% | 5,186 | 5,186 | — | $92.62万 | 新建仓 |
| RVTY | REVVITY INC | $91.59万 | 0.09% | 8,232 | 5,853 | 246.0% | $65.12万 | 重新持有 |
| DRS | LEONARDO DRS INC | $90.97万 | 0.09% | 21,319 | 21,319 | — | $90.97万 | 新建仓 |
| FA | FIRST ADVANTAGE CORP NEW | $89.65万 | 0.09% | 49,666 | 49,666 | — | $89.65万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $89.45万 | 0.09% | 34,536 | 20,055 | 138.5% | $51.94万 | 加仓 |
| LKFN | LAKELAND FINL CORP | $89.14万 | 0.09% | 14,442 | 9,055 | 168.1% | $55.89万 | 加仓 |
| FULT | FULTON FINL CORP PA | $89.03万 | 0.09% | 36,803 | -20,485 | -35.8% | -$49.55万 | 重新持有 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $88.91万 | 0.09% | 17,790 | 11,532 | 184.3% | $57.64万 | 重新持有 |
| VRNS | VARONIS SYS INC | $88.33万 | 0.08% | 21,050 | 21,050 | — | $88.33万 | 新建仓 |
| PEBO | PEOPLES BANCORP INC | $87.62万 | 0.08% | 22,813 | -2,961 | -11.5% | -$11.37万 | 重新持有 |
| VIRT | VIRTU FINL INC | $87.19万 | 0.08% | 14,637 | -5,277 | -26.5% | -$31.44万 | 重新持有 |
| GPN | GLOBAL PMTS INC | $86.96万 | 0.08% | 11,984 | 8,279 | 223.5% | $60.07万 | 加仓 |
| BOKF | BOK FINL CORP | $86.27万 | 0.08% | 6,212 | 1,990 | 47.1% | $27.64万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $85.19万 | 0.08% | 56,192 | 22,289 | 65.7% | $33.79万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $85.15万 | 0.08% | 16,347 | 16,347 | — | $85.15万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $84.85万 | 0.08% | 3,341 | 3,341 | — | $84.85万 | 新建仓 |
| RKT | ROCKET COS INC | $84.13万 | 0.08% | 53,413 | 53,413 | — | $84.13万 | 新建仓 |
| PTC | PTC INC | $84.01万 | 0.08% | 7,395 | 7,395 | — | $84.01万 | 新建仓 |
| KNTK | KINETIK HOLDINGS INC | $83.90万 | 0.08% | 17,356 | 17,356 | — | $83.90万 | 新建仓 |
| HRB | BLOCK H & R INC | $83.86万 | 0.08% | 22,021 | 985 | 4.7% | $3.75万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $83.10万 | 0.08% | 78,318 | 65,718 | 521.6% | $69.73万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $82.92万 | 0.08% | 2,191 | -725 | -24.9% | -$27.44万 | 重新持有 |
| DGII | DIGI INTL INC | $82.62万 | 0.08% | 11,023 | 11,023 | — | $82.62万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $82.15万 | 0.08% | 32,040 | -7,463 | -18.9% | -$19.14万 | 减仓 |
| PNTG | PENNANT GROUP INC | $81.87万 | 0.08% | 22,157 | 22,157 | — | $81.87万 | 新建仓 |
| MTB | M & T BK CORP | $81.38万 | 0.08% | 3,419 | -713 | -17.3% | -$16.97万 | 减仓 |
| NE | NOBLE CORP PLC | $81.28万 | 0.08% | 21,792 | 21,792 | — | $81.28万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $81.18万 | 0.08% | 10,641 | -32,684 | -75.4% | -$249.35万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $81.13万 | 0.08% | 6,065 | 2,730 | 81.9% | $36.52万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $80.86万 | 0.08% | 3,332 | 3,332 | — | $80.86万 | 新建仓 |
| DDS | DILLARDS INC | $80.21万 | 0.08% | 1,518 | 1,518 | — | $80.21万 | 新建仓 |
| AVPT | AVEPOINT INC | $80.16万 | 0.08% | 71,508 | 45,423 | 174.1% | $50.92万 | 加仓 |
| KLAC | KLA CORP | $79.68万 | 0.08% | 2,641 | -17,779 | -87.1% | -$536.41万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $79.52万 | 0.08% | 9,871 | 9,871 | — | $79.52万 | 新建仓 |
| TPC | TUTOR PERINI CORP | $77.88万 | 0.07% | 9,387 | 9,387 | — | $77.88万 | 新建仓 |
| PRG | PROG HOLDINGS INC | $77.75万 | 0.07% | 16,682 | 7,253 | 76.9% | $33.81万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $77.69万 | 0.07% | 20,149 | 11,563 | 134.7% | $44.59万 | 重新持有 |
| EQT | EQT CORP | $77.62万 | 0.07% | 14,599 | 9,060 | 163.6% | $48.17万 | 加仓 |
| APH | AMPHENOL CORP | $77.37万 | 0.07% | 4,388 | -21,545 | -83.1% | -$379.88万 | 减仓 |
| WLK | WESTLAKE CORPORATION | $77.02万 | 0.07% | 10,550 | 10,550 | — | $77.02万 | 新建仓 |
| IDA | IDACORP INC | $76.57万 | 0.07% | 5,061 | 1,062 | 26.6% | $16.07万 | 重新持有 |
| EWBC | EAST WEST BANCORP INC | $75.62万 | 0.07% | 5,858 | -4,399 | -42.9% | -$56.79万 | 减仓 |
| KMX | CARMAX INC | $75.61万 | 0.07% | 14,296 | 14,296 | — | $75.61万 | 新建仓 |
| BKU | BANKUNITED INC | $75.06万 | 0.07% | 15,493 | -1,798 | -10.4% | -$8.71万 | 减仓 |
| MBC | MASTERBRAND INC | $75.01万 | 0.07% | 72,892 | -304,463 | -80.7% | -$313.29万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $74.96万 | 0.07% | 5,047 | 1,873 | 59.0% | $27.82万 | 重新持有 |
| ADI | ANALOG DEVICES INC | $74.43万 | 0.07% | 1,874 | 1,874 | — | $74.43万 | 新建仓 |
| ESNT | ESSENT GROUP LTD | $74.34万 | 0.07% | 11,565 | 11,565 | — | $74.34万 | 新建仓 |
| SFNC | SIMMONS FIRST NATL CORP | $74.26万 | 0.07% | 32,785 | 1,192 | 3.8% | $2.70万 | 加仓 |
| QLYS | QUALYS INC | $73.79万 | 0.07% | 5,367 | 2,477 | 85.7% | $34.06万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $73.61万 | 0.07% | 5,260 | 5,260 | — | $73.61万 | 新建仓 |
| PBF | PBF ENERGY INC | $72.80万 | 0.07% | 15,993 | 1,208 | 8.2% | $5.50万 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $72.43万 | 0.07% | 10,232 | 10,232 | — | $72.43万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $72.15万 | 0.07% | 9,487 | 9,487 | — | $72.15万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $72.01万 | 0.07% | 25,177 | -14,229 | -36.1% | -$40.70万 | 减仓 |
| KEY | KEYCORP | $71.77万 | 0.07% | 31,137 | 1,718 | 5.8% | $3.96万 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $71.60万 | 0.07% | 8,224 | 8,224 | — | $71.60万 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $71.28万 | 0.07% | 24,993 | 24,993 | — | $71.28万 | 新建仓 |
| BSY | BENTLEY SYS INC | $71.18万 | 0.07% | 23,815 | 16,719 | 235.6% | $49.97万 | 加仓 |
| JOE | ST JOE CO | $70.70万 | 0.07% | 11,289 | 11,289 | — | $70.70万 | 新建仓 |
| YELP | YELP INC | $70.59万 | 0.07% | 28,789 | 7,894 | 37.8% | $19.36万 | 加仓 |
| VFC | V F CORP | $70.54万 | 0.07% | 42,288 | 19,544 | 85.9% | $32.60万 | 加仓 |
| FORM | FORMFACTOR INC | $70.37万 | 0.07% | 4,400 | 1,343 | 43.9% | $21.48万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $70.10万 | 0.07% | 6,846 | 6,846 | — | $70.10万 | 新建仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $69.30万 | 0.07% | 19,748 | 8,632 | 77.7% | $30.29万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $68.58万 | 0.07% | 9,391 | 9,391 | — | $68.58万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $68.01万 | 0.07% | 4,128 | 1,739 | 72.8% | $28.65万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $67.98万 | 0.07% | 10,809 | -41,245 | -79.2% | -$259.39万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $67.95万 | 0.07% | 3,109 | 1,412 | 83.2% | $30.86万 | 加仓 |
| LION | LIONSGATE STUDIOS CORP | $67.92万 | 0.07% | 44,363 | 44,363 | — | $67.92万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $67.86万 | 0.07% | 1,634 | -5,607 | -77.4% | -$232.85万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $67.31万 | 0.06% | 2,039 | -1,285 | -38.7% | -$42.42万 | 重新持有 |
| OKE | ONEOK INC NEW | $66.80万 | 0.06% | 7,683 | 642 | 9.1% | $5.58万 | 重新持有 |
| TROW | PRICE T ROWE GROUP INC | $66.04万 | 0.06% | 5,809 | 2,794 | 92.7% | $31.76万 | 重新持有 |
| WYNN | WYNN RESORTS LTD | $65.11万 | 0.06% | 6,706 | 4,711 | 236.1% | $45.74万 | 加仓 |
| ZD | ZIFF DAVIS INC | $64.88万 | 0.06% | 12,389 | 12,389 | — | $64.88万 | 新建仓 |
| EXTR | EXTREME NETWORKS INC | $64.83万 | 0.06% | 20,028 | 2,834 | 16.5% | $9.17万 | 加仓 |
| BANR | BANNER CORP | $64.47万 | 0.06% | 9,703 | 5,831 | 150.6% | $38.74万 | 加仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $63.89万 | 0.06% | 68,036 | -505,685 | -88.1% | -$474.84万 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $63.71万 | 0.06% | 10,707 | -5,070 | -32.1% | -$30.17万 | 重新持有 |
| CME | CME GROUP INC | $63.36万 | 0.06% | 2,869 | 2,869 | — | $63.36万 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC | $63.16万 | 0.06% | 5,693 | 5,693 | — | $63.16万 | 新建仓 |
| CTS | CTS CORP | $63.12万 | 0.06% | 9,683 | 3,794 | 64.4% | $24.73万 | 重新持有 |
| CMS | CMS ENERGY CORP | $62.96万 | 0.06% | 8,230 | 3,326 | 67.8% | $25.44万 | 加仓 |
| SPSC | SPS COMM INC | $62.96万 | 0.06% | 11,012 | 11,012 | — | $62.96万 | 新建仓 |
| GNW | GENWORTH FINL INC | $62.88万 | 0.06% | 66,399 | 25,890 | 63.9% | $24.52万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $62.23万 | 0.06% | 7,433 | 7,433 | — | $62.23万 | 新建仓 |
| BELFB | BEL FUSE INC | $61.88万 | 0.06% | 1,858 | 1,858 | — | $61.88万 | 新建仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $61.19万 | 0.06% | 33,771 | 33,771 | — | $61.19万 | 新建仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $61.17万 | 0.06% | 13,327 | 13,327 | — | $61.17万 | 新建仓 |
| HAYW | HAYWARD HLDGS INC | $60.93万 | 0.06% | 35,201 | 10,817 | 44.4% | $18.72万 | 加仓 |
| LYFT | LYFT INC | $60.41万 | 0.06% | 41,349 | 17,759 | 75.3% | $25.95万 | 重新持有 |
| ECHO | ECHOSTAR CORP | $60.32万 | 0.06% | 5,943 | -24,213 | -80.3% | -$245.76万 | 减仓 |