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 |
|---|---|---|---|---|---|---|---|---|
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -6,609 | -100.0% | -$48.58万 | 清仓 |
| MCY | MERCURY GENL CORP NEW | $0 | 0.00% | 0 | -5,459 | -100.0% | -$48.12万 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | -2,205 | -100.0% | -$48.03万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -9,784 | -100.0% | -$47.73万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -8,163 | -100.0% | -$47.67万 | 清仓 |
| PGNY | PROGYNY INC | $0 | 0.00% | 0 | -27,866 | -100.0% | -$47.32万 | 清仓 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | -9,603 | -100.0% | -$47.25万 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | 0.00% | 0 | -28,201 | -100.0% | -$47.10万 | 清仓 |
| LEN/B | LENNAR CORP | $0 | 0.00% | 0 | -5,575 | -100.0% | -$46.90万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -1,671 | -100.0% | -$46.82万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -2,251 | -100.0% | -$46.80万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -5,139 | -100.0% | -$46.78万 | 清仓 |
| MTG | MGIC INVT CORP WIS | $0 | 0.00% | 0 | -17,659 | -100.0% | -$46.35万 | 清仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $0 | 0.00% | 0 | -42,949 | -100.0% | -$46.13万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -8,528 | -100.0% | -$45.95万 | 清仓 |
| CVI | CVR ENERGY INC | $0 | 0.00% | 0 | -13,585 | -100.0% | -$45.71万 | 清仓 |
| SSD | SIMPSON MFG INC | $0 | 0.00% | 0 | -2,657 | -100.0% | -$45.60万 | 清仓 |
| CARG | CARGURUS INC | $0 | 0.00% | 0 | -13,244 | -100.0% | -$45.10万 | 清仓 |
| ATRC | ATRICURE INC | $0 | 0.00% | 0 | -15,731 | -100.0% | -$44.88万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -2,553 | -100.0% | -$44.52万 | 清仓 |
| ENVA | ENOVA INTL INC | $0 | 0.00% | 0 | -3,264 | -100.0% | -$44.33万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -4,034 | -100.0% | -$44.29万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -18,102 | -100.0% | -$43.81万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -5,680 | -100.0% | -$43.35万 | 清仓 |
| BOH | BANK HAWAII CORP | $0 | 0.00% | 0 | -5,829 | -100.0% | -$43.28万 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -12,185 | -100.0% | -$43.22万 | 清仓 |
| OC | OWENS CORNING NEW | $0 | 0.00% | 0 | -3,993 | -100.0% | -$43.21万 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -16,870 | -100.0% | -$42.85万 | 清仓 |
| THG | HANOVER INS GROUP INC | $0 | 0.00% | 0 | -2,470 | -100.0% | -$42.82万 | 清仓 |
| CPAY | CORPAY INC | $0 | 0.00% | 0 | -1,469 | -100.0% | -$42.75万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -5,034 | -100.0% | -$42.73万 | 清仓 |
| RELY | REMITLY GLOBAL INC | $0 | 0.00% | 0 | -27,118 | -100.0% | -$42.49万 | 清仓 |
| DIOD | DIODES INC | $0 | 0.00% | 0 | -6,213 | -100.0% | -$42.41万 | 清仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $0 | 0.00% | 0 | -5,819 | -100.0% | -$42.38万 | 清仓 |
| ITGR | INTEGER HLDGS CORP | $0 | 0.00% | 0 | -4,810 | -100.0% | -$42.33万 | 清仓 |
| UGI | UGI CORP NEW | $0 | 0.00% | 0 | -11,562 | -100.0% | -$42.11万 | 清仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $0 | 0.00% | 0 | -10,640 | -100.0% | -$42.05万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -2,059 | -100.0% | -$41.98万 | 清仓 |
| NEU | NEWMARKET CORP | $0 | 0.00% | 0 | -653 | -100.0% | -$41.85万 | 清仓 |
| MBIN | MERCHANTS BANCORP IND | $0 | 0.00% | 0 | -9,706 | -100.0% | -$41.65万 | 清仓 |
| LEVI | LEVI STRAUSS & CO NEW | $0 | 0.00% | 0 | -22,063 | -100.0% | -$40.79万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $0 | 0.00% | 0 | -5,011 | -100.0% | -$40.56万 | 清仓 |
| ATRO | ASTRONICS CORP | $0 | 0.00% | 0 | -6,007 | -100.0% | -$40.08万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -4,361 | -100.0% | -$39.28万 | 清仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $0 | 0.00% | 0 | -4,331 | -100.0% | -$39.28万 | 清仓 |
| TILE | INTERFACE INC | $0 | 0.00% | 0 | -15,743 | -100.0% | -$39.23万 | 清仓 |
| CVBF | CVB FINL CORP | $0 | 0.00% | 0 | -20,184 | -100.0% | -$39.14万 | 清仓 |
| PRMB | PRIMO BRANDS CORPORATION | $0 | 0.00% | 0 | -20,714 | -100.0% | -$39.00万 | 清仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$39.00万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -24,745 | -100.0% | -$38.73万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -1,786 | -100.0% | -$38.69万 | 清仓 |
| ASAN | ASANA INC | $0 | 0.00% | 0 | -60,316 | -100.0% | -$38.60万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -3,027 | -100.0% | -$38.53万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -22,235 | -100.0% | -$38.33万 | 清仓 |
| SYNA | SYNAPTICS INC | $0 | 0.00% | 0 | -5,460 | -100.0% | -$38.24万 | 清仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $0 | 0.00% | 0 | -6,109 | -100.0% | -$38.05万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -1,555 | -100.0% | -$37.96万 | 清仓 |
| DLB | DOLBY LABORATORIES INC | $0 | 0.00% | 0 | -6,316 | -100.0% | -$37.93万 | 清仓 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | -10,693 | -100.0% | -$37.81万 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -15,749 | -100.0% | -$37.23万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,611 | -100.0% | -$37.07万 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -16,311 | -100.0% | -$36.94万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -1,365 | -100.0% | -$36.94万 | 清仓 |
| SNDR | SCHNEIDER NATIONAL INC | $0 | 0.00% | 0 | -13,993 | -100.0% | -$36.89万 | 清仓 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -1,886 | -100.0% | -$36.84万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -7,814 | -100.0% | -$36.67万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -1,292 | -100.0% | -$36.66万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -3,472 | -100.0% | -$36.50万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -3,786 | -100.0% | -$36.49万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -984 | -100.0% | -$36.42万 | 清仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $0 | 0.00% | 0 | -3,839 | -100.0% | -$36.42万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -5,146 | -100.0% | -$36.39万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -28,725 | -100.0% | -$36.37万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -1,741 | -100.0% | -$36.26万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -4,100 | -100.0% | -$36.25万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -3,052 | -100.0% | -$36.21万 | 清仓 |
| FTV | FORTIVE CORP | $0 | 0.00% | 0 | -6,545 | -100.0% | -$36.18万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -376 | -100.0% | -$36.16万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -19,163 | -100.0% | -$36.08万 | 清仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | -4,208 | -100.0% | -$36.05万 | 清仓 |
| ACT | ENACT HLDGS INC | $0 | 0.00% | 0 | -8,813 | -100.0% | -$35.97万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -1,522 | -100.0% | -$35.96万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -1,090 | -100.0% | -$35.85万 | 清仓 |
| MGEE | MGE ENERGY INC | $0 | 0.00% | 0 | -4,637 | -100.0% | -$35.84万 | 清仓 |
| TBBK | BANCORP INC DEL | $0 | 0.00% | 0 | -6,670 | -100.0% | -$35.84万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -3,993 | -100.0% | -$35.77万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -5,828 | -100.0% | -$35.75万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -2,159 | -100.0% | -$35.70万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -1,197 | -100.0% | -$35.65万 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | -16,817 | -100.0% | -$35.62万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -6,383 | -100.0% | -$35.62万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -2,459 | -100.0% | -$35.52万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -4,095 | -100.0% | -$35.48万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -3,450 | -100.0% | -$35.42万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -585 | -100.0% | -$35.36万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -5,407 | -100.0% | -$35.29万 | 清仓 |
| UNFI | UNITED NAT FOODS INC | $0 | 0.00% | 0 | -7,818 | -100.0% | -$35.23万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -2,735 | -100.0% | -$35.22万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -7,219 | -100.0% | -$35.19万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -985 | -100.0% | -$35.08万 | 清仓 |