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 |
|---|---|---|---|---|---|---|---|---|
| LOB | LIVE OAK BANCSHARES INC | $43.61万 | 0.04% | 10,678 | 10,678 | — | $43.61万 | 新建仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $43.51万 | 0.04% | 14,416 | -79,106 | -84.6% | -$238.74万 | 减仓 |
| LFUS | LITTELFUSE INC | $43.03万 | 0.04% | 945 | -788 | -45.5% | -$35.88万 | 重新持有 |
| MQ | MARQETA INC | $42.92万 | 0.04% | 105,724 | 105,724 | — | $42.92万 | 新建仓 |
| CNH | CNH INDL N V | $42.88万 | 0.04% | 38,183 | 6,592 | 20.9% | $7.40万 | 加仓 |
| NBBK | NB BANCORP INC | $42.74万 | 0.04% | 20,227 | 20,227 | — | $42.74万 | 新建仓 |
| AVA | AVISTA CORP | $42.71万 | 0.04% | 10,439 | -13,301 | -56.0% | -$54.41万 | 重新持有 |
| WGS | GENEDX HOLDINGS CORP | $42.63万 | 0.04% | 6,210 | 6,210 | — | $42.63万 | 新建仓 |
| EIG | EMPLOYERS HLDGS INC | $42.57万 | 0.04% | 8,434 | 8,434 | — | $42.57万 | 新建仓 |
| PLUS | EPLUS INC | $42.45万 | 0.04% | 5,100 | 5,100 | — | $42.45万 | 新建仓 |
| EQH | EQUITABLE HLDGS INC | $42.42万 | 0.04% | 9,667 | 2,863 | 42.1% | $12.56万 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $42.30万 | 0.04% | 9,054 | 4,993 | 123.0% | $23.33万 | 重新持有 |
| AIG | AMERICAN INTL GROUP INC | $42.23万 | 0.04% | 5,666 | -1,358 | -19.3% | -$10.12万 | 减仓 |
| — | ADS TEC ENERGY PLC | $42.13万 | 0.04% | 699,912 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $42.12万 | 0.04% | 12,713 | -3,018 | -19.2% | -$10.00万 | 重新持有 |
| MOH | MOLINA HEALTHCARE INC | $41.99万 | 0.04% | 1,836 | -3,021 | -62.2% | -$69.09万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $41.66万 | 0.04% | 1,959 | -443 | -18.4% | -$9.42万 | 减仓 |
| PSX | PHILLIPS 66 | $41.64万 | 0.04% | 2,463 | 1,218 | 97.8% | $20.59万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $41.57万 | 0.04% | 1,093 | -4,923 | -81.8% | -$187.26万 | 减仓 |
| IMKTA | INGLES MKTS INC | $41.50万 | 0.04% | 4,685 | 4,685 | — | $41.50万 | 新建仓 |
| VSAT | VIASAT INC | $41.49万 | 0.04% | 4,620 | -43,133 | -90.3% | -$387.38万 | 减仓 |
| MAN | MANPOWERGROUP INC WIS | $41.48万 | 0.04% | 12,282 | -14,142 | -53.5% | -$47.76万 | 减仓 |
| ATEX | ANTERIX INC | $41.43万 | 0.04% | 4,025 | 4,025 | — | $41.43万 | 新建仓 |
| FIVN | FIVE9 INC | $41.36万 | 0.04% | 19,398 | -11,076 | -36.3% | -$23.61万 | 重新持有 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $41.35万 | 0.04% | 4,132 | 4,132 | — | $41.35万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $41.13万 | 0.04% | 1,247 | 1,247 | — | $41.13万 | 新建仓 |
| VEEV | VEEVA SYS INC | $40.92万 | 0.04% | 2,306 | -1,266 | -35.4% | -$22.47万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $40.90万 | 0.04% | 30,387 | -23,810 | -43.9% | -$32.05万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $40.84万 | 0.04% | 1,236 | -1,119 | -47.5% | -$36.98万 | 重新持有 |
| HAS | HASBRO INC | $40.63万 | 0.04% | 4,919 | -1,170 | -19.2% | -$9.66万 | 减仓 |
| PHIN | PHINIA INC | $40.44万 | 0.04% | 4,909 | 518 | 11.8% | $4.27万 | 加仓 |
| TRN | TRINITY INDS INC | $40.38万 | 0.04% | 11,678 | -4,018 | -25.6% | -$13.89万 | 减仓 |
| FTI | TECHNIPFMC PLC | $40.34万 | 0.04% | 6,085 | -1,411 | -18.8% | -$9.35万 | 减仓 |
| CHEF | CHEFS WHSE INC | $40.26万 | 0.04% | 4,189 | 4,189 | — | $40.26万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $40.09万 | 0.04% | 3,747 | -2,578 | -40.8% | -$27.58万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $40.06万 | 0.04% | 1,131 | 335 | 42.1% | $11.87万 | 加仓 |
| BDC | BELDEN INC | $39.99万 | 0.04% | 3,335 | 3,335 | — | $39.99万 | 新建仓 |
| CDE | COEUR MNG INC | $39.91万 | 0.04% | 24,456 | 13,500 | 123.2% | $22.03万 | 重新持有 |
| SPHR | SPHERE ENTERTAINMENT CO | $39.81万 | 0.04% | 2,301 | -597 | -20.6% | -$10.33万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $39.76万 | 0.04% | 1,470 | -123 | -7.7% | -$3.33万 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $39.65万 | 0.04% | 3,584 | 1,365 | 61.5% | $15.10万 | 加仓 |
| BRO | BROWN & BROWN INC | $39.62万 | 0.04% | 6,176 | 781 | 14.5% | $5.01万 | 加仓 |
| SF | STIFEL FINL CORP | $39.44万 | 0.04% | 5,653 | -4,323 | -43.3% | -$30.16万 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $39.27万 | 0.04% | 12,762 | -16,976 | -57.1% | -$52.24万 | 减仓 |
| QGEN | QIAGEN NV | $39.12万 | 0.04% | 10,006 | 10,006 | — | $39.12万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $39.10万 | 0.04% | 15,139 | 2,009 | 15.3% | $5.19万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $38.96万 | 0.04% | 6,087 | -6,031 | -49.8% | -$38.60万 | 减仓 |
| SLGN | SILGAN HLDGS INC | $38.79万 | 0.04% | 8,362 | 8,362 | — | $38.79万 | 新建仓 |
| NMAX | NEWSMAX INC | $38.56万 | 0.04% | 46,566 | 46,566 | — | $38.56万 | 新建仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $38.52万 | 0.04% | 48,695 | 48,695 | — | $38.52万 | 新建仓 |
| U | UNITY SOFTWARE INC | $38.52万 | 0.04% | 13,477 | -37,756 | -73.7% | -$107.91万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $38.27万 | 0.04% | 17,184 | 5,117 | 42.4% | $11.40万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $38.15万 | 0.04% | 5,212 | 5,212 | — | $38.15万 | 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 |
| UAE | ISHARES TR | $37.79万 | 0.04% | 19,877 | 19,877 | — | $37.79万 | 新建仓 |
| CRI | CARTERS INC | $37.62万 | 0.04% | 9,141 | 9,141 | — | $37.62万 | 新建仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $37.61万 | 0.04% | 4,374 | 4,374 | — | $37.61万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $37.60万 | 0.04% | 1,112 | 1,112 | — | $37.60万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $37.53万 | 0.04% | 7,958 | 7,958 | — | $37.53万 | 新建仓 |
| NOV | NOV INC | $37.19万 | 0.04% | 20,051 | -11,740 | -36.9% | -$21.78万 | 重新持有 |
| ADT | ADT INC DEL | $37.19万 | 0.04% | 57,213 | -18,130 | -24.1% | -$11.78万 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $36.95万 | 0.04% | 28,909 | -114,360 | -79.8% | -$146.15万 | 减仓 |
| UPWK | UPWORK INC | $36.86万 | 0.04% | 44,093 | -6,395 | -12.7% | -$5.35万 | 减仓 |
| OTTR | OTTER TAIL CORP | $36.78万 | 0.04% | 4,088 | 4,088 | — | $36.78万 | 新建仓 |
| KN | KNOWLES CORP | $36.73万 | 0.04% | 8,855 | -2,551 | -22.4% | -$10.58万 | 重新持有 |
| LASR | NLIGHT INC | $36.60万 | 0.04% | 5,257 | 5,257 | — | $36.60万 | 新建仓 |
| PLOW | DOUGLAS DYNAMICS INC | $36.59万 | 0.04% | 6,783 | 6,783 | — | $36.59万 | 新建仓 |
| SN | SHARKNINJA INC | $36.59万 | 0.04% | 2,403 | -1,890 | -44.0% | -$28.78万 | 重新持有 |
| EXPO | EXPONENT INC | $36.39万 | 0.03% | 6,193 | 3,002 | 94.1% | $17.64万 | 加仓 |
| VLO | VALERO ENERGY CORP | $36.36万 | 0.03% | 1,396 | -960 | -40.7% | -$25.00万 | 减仓 |
| GTLB | GITLAB INC | $36.26万 | 0.03% | 11,877 | -50,199 | -80.9% | -$153.26万 | 重新持有 |
| SONO | SONOS INC | $36.15万 | 0.03% | 26,715 | -211,783 | -88.8% | -$286.54万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $36.09万 | 0.03% | 12,319 | 12,319 | — | $36.09万 | 新建仓 |
| MHO | M/I HOMES INC | $35.81万 | 0.03% | 2,227 | 2,227 | — | $35.81万 | 新建仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $35.70万 | 0.03% | 20,625 | 3,782 | 22.5% | $6.55万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $35.68万 | 0.03% | 4,670 | -1,198 | -20.4% | -$9.15万 | 重新持有 |
| PJT | PJT PARTNERS INC | $35.67万 | 0.03% | 2,363 | 2,363 | — | $35.67万 | 新建仓 |
| ALG | ALAMO GROUP INC | $35.63万 | 0.03% | 2,166 | 2,166 | — | $35.63万 | 新建仓 |
| NNI | NELNET INC | $35.48万 | 0.03% | 2,661 | 2,661 | — | $35.48万 | 新建仓 |
| COHR | COHERENT CORP | $35.46万 | 0.03% | 899 | -8,502 | -90.4% | -$335.38万 | 减仓 |
| MOD | MODINE MFG CO | $35.30万 | 0.03% | 1,322 | 1,322 | — | $35.30万 | 新建仓 |
| CSTM | CONSTELLIUM SE | $35.28万 | 0.03% | 11,069 | -114,281 | -91.2% | -$364.21万 | 减仓 |
| CENTA | CENTRAL GARDEN & PET CO | $35.12万 | 0.03% | 9,058 | 9,058 | — | $35.12万 | 新建仓 |
| NG | NOVAGOLD RESOURCES INC | $35.09万 | 0.03% | 58,780 | 58,780 | — | $35.09万 | 新建仓 |
| VVX | V2X INC | $35.09万 | 0.03% | 4,706 | 1,092 | 30.2% | $8.14万 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $35.00万 | 0.03% | 36,080 | 3,146 | 9.6% | $3.05万 | 加仓 |
| MTH | MERITAGE HOMES CORP | $34.98万 | 0.03% | 4,172 | 861 | 26.0% | $7.22万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $34.97万 | 0.03% | 2,759 | 245 | 9.7% | $3.11万 | 重新持有 |
| PAGS | PAGSEGURO DIGITAL LTD | $34.94万 | 0.03% | 38,608 | -23,924 | -38.3% | -$21.65万 | 减仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $34.93万 | 0.03% | 11,671 | 11,671 | — | $34.93万 | 新建仓 |
| ASH | ASHLAND INC | $34.90万 | 0.03% | 5,296 | 5,296 | — | $34.90万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $34.80万 | 0.03% | 2,980 | -204 | -6.4% | -$2.38万 | 重新持有 |
| MGNI | MAGNITE INC | $34.71万 | 0.03% | 18,287 | -2,998 | -14.1% | -$5.69万 | 减仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $34.64万 | 0.03% | 4,040 | 267 | 7.1% | $2.29万 | 加仓 |
| R | RYDER SYS INC | $34.61万 | 0.03% | 1,312 | -1,595 | -54.9% | -$42.07万 | 重新持有 |
| DUOL | DUOLINGO INC | $34.47万 | 0.03% | 2,997 | 2,997 | — | $34.47万 | 新建仓 |
| NUE | NUCOR CORP | $34.30万 | 0.03% | 1,540 | 1,540 | — | $34.30万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $34.28万 | 0.03% | 7,599 | -140,057 | -94.9% | -$631.80万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $34.16万 | 0.03% | 1,102 | -1,767 | -61.6% | -$54.77万 | 减仓 |
| RBCAA | REPUBLIC BANCORP INC KY | $34.10万 | 0.03% | 3,771 | 3,771 | — | $34.10万 | 新建仓 |