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 |
|---|---|---|---|---|---|---|---|---|
| BKE | BUCKLE INC | $29.96万 | 0.03% | 5,949 | 5,949 | — | $29.96万 | 新建仓 |
| WWD | WOODWARD INC | $29.92万 | 0.03% | 836 | 62 | 8.0% | $2.22万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $29.90万 | 0.03% | 4,917 | -2,605 | -34.6% | -$15.84万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $29.75万 | 0.03% | 16,882 | 6,225 | 58.4% | $10.97万 | 重新持有 |
| FORM | FORMFACTOR INC | $29.65万 | 0.03% | 3,057 | 3,057 | — | $29.65万 | 新建仓 |
| RAMP | LIVERAMP HLDGS INC | $29.63万 | 0.03% | 11,174 | -11,869 | -51.5% | -$31.48万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $29.62万 | 0.03% | 4,019 | 665 | 19.8% | $4.90万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $29.61万 | 0.03% | 3,286 | 562 | 20.6% | $5.06万 | 加仓 |
| AAPL | APPLE INC | $29.54万 | 0.03% | 1,164 | -90,863 | -98.7% | -$2,306.02万 | 重新持有 |
| OMC | OMNICOM GROUP INC | $29.44万 | 0.03% | 3,909 | -57,680 | -93.7% | -$434.39万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $29.44万 | 0.03% | 1,557 | -186 | -10.7% | -$3.52万 | 减仓 |
| EXC | EXELON CORP | $29.42万 | 0.03% | 6,002 | -14,657 | -70.9% | -$71.85万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $29.33万 | 0.03% | 9,683 | 9,683 | — | $29.33万 | 新建仓 |
| CTAS | CINTAS CORP | $29.30万 | 0.03% | 1,732 | -6,684 | -79.4% | -$113.05万 | 重新持有 |
| LCII | LCI INDS | $29.24万 | 0.03% | 2,378 | 2,378 | — | $29.24万 | 新建仓 |
| VSTS | VESTIS CORPORATION | $29.23万 | 0.03% | 37,192 | 37,192 | — | $29.23万 | 新建仓 |
| SO | SOUTHERN CO | $29.15万 | 0.03% | 3,020 | -4,813 | -61.4% | -$46.46万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $29.14万 | 0.03% | 3,036 | 3,036 | — | $29.14万 | 新建仓 |
| HAE | HAEMONETICS CORP MASS | $28.86万 | 0.03% | 5,121 | 5,121 | — | $28.86万 | 新建仓 |
| ARDT | ARDENT HEALTH INC | $28.81万 | 0.03% | 33,654 | 33,654 | — | $28.81万 | 新建仓 |
| MORN | MORNINGSTAR INC | $28.69万 | 0.03% | 1,697 | -1,828 | -51.9% | -$30.90万 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $28.65万 | 0.03% | 18,723 | 18,723 | — | $28.65万 | 新建仓 |
| ORCL | ORACLE CORP | $28.64万 | 0.03% | 1,947 | -24,116 | -92.5% | -$354.77万 | 重新持有 |
| CNM | CORE & MAIN INC | $28.57万 | 0.03% | 5,784 | 5,784 | — | $28.57万 | 新建仓 |
| NXT | NEXTPOWER INC | $28.57万 | 0.03% | 2,370 | 2,370 | — | $28.57万 | 新建仓 |
| PRGO | PERRIGO CO PLC | $28.52万 | 0.03% | 26,556 | -4,686 | -15.0% | -$5.03万 | 减仓 |
| TENB | TENABLE HLDGS INC | $28.33万 | 0.03% | 16,747 | 3,822 | 29.6% | $6.46万 | 加仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $28.27万 | 0.03% | 15,238 | 15,238 | — | $28.27万 | 新建仓 |
| VRRM | VERRA MOBILITY CORP | $28.26万 | 0.03% | 19,776 | 19,776 | — | $28.26万 | 新建仓 |
| EMR | EMERSON ELEC CO | $28.16万 | 0.03% | 2,149 | 2,149 | — | $28.16万 | 新建仓 |
| — | TOPBUILD COR | $28.07万 | 0.03% | 799 | -4,948 | -86.1% | -$173.82万 | 重新持有 |
| ES | EVERSOURCE ENERGY | $28.02万 | 0.03% | 4,044 | -3,339 | -45.2% | -$23.13万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $27.97万 | 0.03% | 2,435 | 2,435 | — | $27.97万 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $27.89万 | 0.03% | 3,210 | -5,218 | -61.9% | -$45.34万 | 减仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $27.81万 | 0.03% | 3,773 | 3,773 | — | $27.81万 | 新建仓 |
| ASIX | ADVANSIX INC | $27.80万 | 0.03% | 11,395 | 11,395 | — | $27.80万 | 新建仓 |
| OPCH | OPTION CARE HEALTH INC | $27.77万 | 0.03% | 10,314 | 162 | 1.6% | $4,361 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $27.55万 | 0.03% | 1,918 | -1,001 | -34.3% | -$14.38万 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $27.53万 | 0.03% | 23,648 | 23,648 | — | $27.53万 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $27.49万 | 0.03% | 6,002 | -2,374 | -28.3% | -$10.87万 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $27.45万 | 0.03% | 1,836 | -2,198 | -54.5% | -$32.86万 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $27.38万 | 0.03% | 5,252 | 141 | 2.8% | $7,352 | 加仓 |
| ADSK | AUTODESK INC | $27.36万 | 0.03% | 1,143 | -8,603 | -88.3% | -$205.96万 | 减仓 |
| GPC | GENUINE PARTS CO | $27.36万 | 0.03% | 2,587 | 2,587 | — | $27.36万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $27.32万 | 0.03% | 796 | -602 | -43.1% | -$20.66万 | 减仓 |
| SWIM | LATHAM GROUP INC | $27.32万 | 0.03% | 50,874 | 50,874 | — | $27.32万 | 新建仓 |
| HTO | H2O AMERICA | $27.25万 | 0.03% | 4,645 | 4,645 | — | $27.25万 | 新建仓 |
| MDB | MONGODB INC | $27.19万 | 0.03% | 1,111 | 494 | 80.1% | $12.09万 | 加仓 |
| S | SENTINELONE INC | $27.07万 | 0.03% | 21,020 | 21,020 | — | $27.07万 | 新建仓 |
| PRG | PROG HOLDINGS INC | $27.05万 | 0.03% | 9,429 | 1,807 | 23.7% | $5.18万 | 加仓 |
| IVZ | INVESCO LTD | $27.04万 | 0.03% | 11,131 | -13,482 | -54.8% | -$32.75万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $26.87万 | 0.03% | 12,067 | -15,341 | -56.0% | -$34.16万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $26.53万 | 0.03% | 14,273 | 14,273 | — | $26.53万 | 新建仓 |
| DAKT | DAKTRONICS INC | $26.52万 | 0.03% | 13,567 | 13,567 | — | $26.52万 | 新建仓 |
| STC | STEWART INFORMATION SVCS COR | $26.49万 | 0.03% | 4,302 | 4,302 | — | $26.49万 | 新建仓 |
| XYL | XYLEM INC | $26.40万 | 0.03% | 2,209 | -5,804 | -72.4% | -$69.36万 | 减仓 |
| NET | CLOUDFLARE INC | $26.33万 | 0.03% | 1,276 | 1,276 | — | $26.33万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.27万 | 0.02% | 1,796 | -19,459 | -91.6% | -$284.65万 | 重新持有 |
| NBTB | NBT BANCORP INC | $26.26万 | 0.02% | 6,167 | 6,167 | — | $26.26万 | 新建仓 |
| GOLD | GOLD COM INC | $26.22万 | 0.02% | 6,543 | 6,543 | — | $26.22万 | 新建仓 |
| TWLO | TWILIO INC | $26.11万 | 0.02% | 2,075 | -391 | -15.9% | -$4.92万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $26.09万 | 0.02% | 2,786 | 2,786 | — | $26.09万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $26.01万 | 0.02% | 3,519 | 3,519 | — | $26.01万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $25.98万 | 0.02% | 769 | -99 | -11.4% | -$3.34万 | 减仓 |
| KSS | KOHLS CORP | $25.98万 | 0.02% | 20,139 | 20,139 | — | $25.98万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $25.95万 | 0.02% | 4,899 | 4,899 | — | $25.95万 | 新建仓 |
| PEN | PENUMBRA INC | $25.94万 | 0.02% | 790 | -548 | -41.0% | -$17.99万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $25.93万 | 0.02% | 17,194 | -37,518 | -68.6% | -$56.58万 | 减仓 |
| DT | DYNATRACE INC | $25.91万 | 0.02% | 7,007 | -5,212 | -42.7% | -$19.27万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $25.88万 | 0.02% | 1,199 | 1,199 | — | $25.88万 | 新建仓 |
| CLBT | CELLEBRITE DI LTD | $25.83万 | 0.02% | 18,744 | 18,744 | — | $25.83万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $25.75万 | 0.02% | 31,172 | 31,172 | — | $25.75万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $25.62万 | 0.02% | 2,753 | 2,753 | — | $25.62万 | 新建仓 |
| ICUI | ICU MED INC | $25.61万 | 0.02% | 1,983 | 1,983 | — | $25.61万 | 新建仓 |
| SBGI | SINCLAIR INC | $25.60万 | 0.02% | 19,784 | 19,784 | — | $25.60万 | 新建仓 |
| KMT | KENNAMETAL INC | $25.57万 | 0.02% | 7,076 | 7,076 | — | $25.57万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $25.54万 | 0.02% | 1,249 | 1,249 | — | $25.54万 | 新建仓 |
| WMG | WARNER MUSIC GROUP CORP | $25.53万 | 0.02% | 9,997 | 9,997 | — | $25.53万 | 新建仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $25.52万 | 0.02% | 49,545 | 49,545 | — | $25.52万 | 新建仓 |
| CRM | SALESFORCE INC | $25.50万 | 0.02% | 1,366 | -8,559 | -86.2% | -$159.77万 | 重新持有 |
| SNPS | SYNOPSYS INC | $25.49万 | 0.02% | 643 | -4,989 | -88.6% | -$197.80万 | 重新持有 |
| INTU | INTUIT | $25.47万 | 0.02% | 589 | -1,572 | -72.7% | -$67.97万 | 重新持有 |
| TEX | TEREX CORP NEW | $25.47万 | 0.02% | 4,309 | -6,254 | -59.2% | -$36.96万 | 减仓 |
| M | MACYS INC | $25.47万 | 0.02% | 14,077 | -16,845 | -54.5% | -$30.47万 | 减仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $25.44万 | 0.02% | 7,560 | 7,560 | — | $25.44万 | 新建仓 |
| RMD | RESMED INC | $25.41万 | 0.02% | 1,132 | -1,778 | -61.1% | -$39.91万 | 减仓 |
| ARKO | ARKO CORP | $25.41万 | 0.02% | 45,703 | 45,703 | — | $25.41万 | 新建仓 |
| QLYS | QUALYS INC | $25.39万 | 0.02% | 2,890 | 2,890 | — | $25.39万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $25.37万 | 0.02% | 6,753 | 6,753 | — | $25.37万 | 新建仓 |
| ROKU | ROKU INC | $25.37万 | 0.02% | 2,681 | 2,681 | — | $25.37万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $25.34万 | 0.02% | 912 | 912 | — | $25.34万 | 新建仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $25.31万 | 0.02% | 12,302 | 860 | 7.5% | $1.77万 | 加仓 |
| MGNI | MAGNITE INC | $25.29万 | 0.02% | 21,285 | 21,285 | — | $25.29万 | 新建仓 |
| UAA | UNDER ARMOUR INC | $25.25万 | 0.02% | 42,727 | 42,727 | — | $25.25万 | 新建仓 |
| EQH | EQUITABLE HLDGS INC | $25.25万 | 0.02% | 6,804 | 6,804 | — | $25.25万 | 新建仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $25.22万 | 0.02% | 11,184 | 11,184 | — | $25.22万 | 新建仓 |
| FSS | FEDERAL SIGNAL CORP | $25.21万 | 0.02% | 2,331 | 2,331 | — | $25.21万 | 新建仓 |
| EGY | VAALCO ENERGY INC | $25.19万 | 0.02% | 39,734 | 39,734 | — | $25.19万 | 新建仓 |
| WEN | WENDYS CO | $25.18万 | 0.02% | 36,236 | 36,236 | — | $25.18万 | 新建仓 |
| NN | NEXTNAV INC | $25.18万 | 0.02% | 15,715 | 15,715 | — | $25.18万 | 新建仓 |