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 |
|---|---|---|---|---|---|---|---|---|
| ADSE | ADS TEC ENERGY PLC | $2.97亿 | 28.51% | 23,259,706 | 1,089,757 | 4.9% | $1,389.35万 | 加仓 |
| TXNM | TXNM ENERGY INC | $5,805.29万 | 5.58% | 52,500,000 | 47,500,000 | 950.0% | $5,252.40万 | 加仓 |
| — | SUPER MICRO COMPUTER INC | $3,115.42万 | 2.99% | 400,000 | 400,000 | — | $3,115.42万 | 新建仓 |
| IWM | ISHARES TR | $2,851.27万 | 2.74% | 94,900 | 33,900 | 55.6% | $1,018.53万 | 重新持有 |
| OCFC | OCEANFIRST FINL CORP | $2,524.53万 | 2.43% | 1,292,641 | 493,735 | 61.8% | $964.26万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $2,511.79万 | 2.41% | 851,453 | -398,431 | -31.9% | -$1,175.37万 | 减仓 |
| FSUN | FIRSTSUN CAP BANCORP | $2,416.91万 | 2.32% | 623,236 | 163,835 | 35.7% | $635.35万 | 加仓 |
| AZUL | AZUL S A | $1,886.09万 | 1.81% | 2,059,046 | 2,059,046 | — | $1,886.09万 | 新建仓 |
| EG | EVEREST GROUP LTD | $1,802.01万 | 1.73% | 50,444 | -10,063 | -16.6% | -$359.48万 | 减仓 |
| DG | DOLLAR GEN CORP | $1,411.44万 | 1.36% | 122,617 | 83,117 | 210.4% | $956.76万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $1,284.68万 | 1.23% | 508,583 | 189,822 | 59.5% | $479.49万 | 重新持有 |
| FLUT | FLUTTER ENTMT PLC | $908.19万 | 0.87% | 88,890 | 88,890 | — | $908.19万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $902.71万 | 0.87% | 9,229 | 1,570 | 20.5% | $153.56万 | 加仓 |
| GLD | SPDR GOLD TR 看涨期权 | $884.11万 | 0.85% | 24,000 | 11,200 | 87.5% | $412.59万 | 加仓 |
| MMM | 3M CO | $876.06万 | 0.84% | 54,108 | 9,979 | 22.6% | $161.57万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $833.66万 | 0.80% | 88,574 | 83,038 | 1,500.0% | $781.55万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $787.69万 | 0.76% | 53,911 | 2,113 | 4.1% | $30.87万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $761.85万 | 0.73% | 40,451 | 37,712 | 1,376.9% | $710.27万 | 加仓 |
| GOOG | ALPHABET INC | $751.07万 | 0.72% | 21,257 | 6,500 | 44.0% | $229.66万 | 加仓 |
| HUBB | HUBBELL INC | $728.66万 | 0.70% | 13,927 | -586 | -4.0% | -$30.66万 | 减仓 |
| SGOV | ISHARES TR | $701.67万 | 0.67% | 69,700 | 19,900 | 40.0% | $200.33万 | 加仓 |
| META | META PLATFORMS INC | $650.37万 | 0.63% | 11,546 | 6,466 | 127.3% | $364.22万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $647.17万 | 0.62% | 50,600 | 50,600 | — | $647.17万 | 新建仓 |
| NOW | SERVICENOW INC | $634.15万 | 0.61% | 63,875 | 61,742 | 2,894.6% | $612.97万 | 加仓 |
| TBBB | BBB FOODS INC | $527.71万 | 0.51% | 126,640 | 91,200 | 257.3% | $380.03万 | 加仓 |
| VG | VENTURE GLOBAL INC | $510.90万 | 0.49% | 459,032 | 259,032 | 129.5% | $288.30万 | 加仓 |
| EMBJ | EMBRAER S.A. | $502.29万 | 0.48% | 78,729 | 30,800 | 64.3% | $196.50万 | 加仓 |
| TX | TERNIUM SA | $491.48万 | 0.47% | 115,100 | 115,100 | — | $491.48万 | 新建仓 |
| JBS | JBS N.V. | $472.07万 | 0.45% | 398,368 | 103,900 | 35.3% | $123.12万 | 加仓 |
| PSMT | PRICESMART INC | $471.28万 | 0.45% | 24,126 | 1,275 | 5.6% | $24.91万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $434.91万 | 0.42% | 184,300 | 114,900 | 165.6% | $271.14万 | 加仓 |
| OCTV | OCTAVE INTELLIGENCE PLC | $381.42万 | 0.37% | 234,000 | 234,000 | — | $381.42万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $353.00万 | 0.34% | 48,125 | -8,561 | -15.1% | -$62.79万 | 减仓 |
| DLO | DLOCAL LTD | $347.18万 | 0.33% | 267,167 | -12,501 | -4.5% | -$16.25万 | 减仓 |
| CPA | COPA HOLDINGS SA | $329.34万 | 0.32% | 21,170 | 10,400 | 96.6% | $161.79万 | 加仓 |
| AME | AMETEK INC | $327.30万 | 0.31% | 13,528 | -3,389 | -20.0% | -$81.99万 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $321.28万 | 0.31% | 398,612 | 10,500 | 2.7% | $8.46万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $314.15万 | 0.30% | 34,613 | 3,700 | 12.0% | $33.58万 | 加仓 |
| — | SPROTT FDS TR | $313.61万 | 0.30% | 135,000 | 135,000 | — | $313.61万 | 新建仓 |
| MATX | MATSON INC | $307.53万 | 0.30% | 15,998 | 14,144 | 762.9% | $271.89万 | 重新持有 |
| WAB | WABTEC | $306.56万 | 0.29% | 11,371 | -2,720 | -19.3% | -$73.33万 | 减仓 |
| GLD | SPDR GOLD TR | $287.15万 | 0.28% | 7,795 | 7,795 | — | $287.15万 | 新建仓 |
| BAP | CREDICORP LTD | $279.45万 | 0.27% | 7,173 | -2,480 | -25.7% | -$96.62万 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $270.08万 | 0.26% | 25,419 | -10,400 | -29.0% | -$110.50万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $267.29万 | 0.26% | 12,356 | -6,463 | -34.3% | -$139.81万 | 减仓 |
| TEO | TELECOM ARGENTINA SA | $246.29万 | 0.24% | 189,455 | 136,300 | 256.4% | $177.19万 | 加仓 |
| EU | ENCORE ENERGY CORP | $235.80万 | 0.23% | 1,800,000 | 500,000 | 38.5% | $65.50万 | 加仓 |
| HON | HONEYWELL INTL INC | $231.06万 | 0.22% | 10,320 | -4,447 | -30.1% | -$99.57万 | 减仓 |
| LAUR | LAUREATE ED INC | $230.63万 | 0.22% | 63,499 | 22,409 | 54.5% | $81.39万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $229.98万 | 0.22% | 77,330 | 66,634 | 623.0% | $198.17万 | 加仓 |
| WRB | BERKLEY W R CORP | $202.00万 | 0.19% | 28,641 | 2,441 | 9.3% | $17.22万 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $187.51万 | 0.18% | 42,996 | 26,712 | 164.0% | $116.49万 | 加仓 |
| L | LOEWS CORP | $183.71万 | 0.18% | 16,227 | 9,270 | 133.2% | $104.95万 | 重新持有 |
| EC | ECOPETROL S A | $183.65万 | 0.18% | 128,970 | 128,970 | — | $183.65万 | 新建仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $177.19万 | 0.17% | 27,772 | -33,808 | -54.9% | -$215.70万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $176.34万 | 0.17% | 10,236 | 5,985 | 140.8% | $103.10万 | 重新持有 |
| ARIS | ARIS MINING CORPORATION | $175.94万 | 0.17% | 118,000 | 118,000 | — | $175.94万 | 新建仓 |
| BBAR | BANCO BBVA ARGENTINA S A | $173.55万 | 0.17% | 88,500 | 65,905 | 291.7% | $129.24万 | 重新持有 |
| VALE | VALE S A | $171.76万 | 0.17% | 114,200 | -66,958 | -37.0% | -$100.70万 | 重新持有 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $164.70万 | 0.16% | 56,232 | -3,000 | -5.1% | -$8.79万 | 减仓 |
| — | PICS NV | $164.16万 | 0.16% | 154,428 | -42,152 | -21.4% | -$44.81万 | 减仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $162.86万 | 0.16% | 90,477 | 9,477 | 11.7% | $17.06万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $159.01万 | 0.15% | 64,769 | 64,769 | — | $159.01万 | 新建仓 |
| ISOU | ISOENERGY LTD | $157.81万 | 0.15% | 158,600 | 158,600 | — | $157.81万 | 新建仓 |
| — | VINCI COMPASS INVESTMENTS LT | $156.67万 | 0.15% | 161,015 | 77,504 | 92.8% | $75.41万 | 加仓 |
| GNTX | GENTEX CORP | $156.42万 | 0.15% | 61,898 | 41,571 | 204.5% | $105.05万 | 重新持有 |
| MKL | MARKEL GROUP INC | $151.16万 | 0.15% | 774 | 467 | 152.1% | $91.21万 | 加仓 |
| TJX | TJX COS INC NEW | $146.77万 | 0.14% | 9,688 | 485 | 5.3% | $7.35万 | 加仓 |
| SLM | SLM CORP | $140.20万 | 0.13% | 54,049 | 54,049 | — | $140.20万 | 新建仓 |
| HTO | H2O AMERICA | $136.70万 | 0.13% | 22,494 | 17,849 | 384.3% | $108.47万 | 加仓 |
| EVRG | EVERGY INC | $135.92万 | 0.13% | 15,726 | -22,236 | -58.6% | -$192.19万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $132.35万 | 0.13% | 17,875 | 10,850 | 154.4% | $80.33万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $127.53万 | 0.12% | 14,087 | 5,115 | 57.0% | $46.31万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $125.73万 | 0.12% | 4,344 | 4,344 | — | $125.73万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $122.60万 | 0.12% | 33,028 | 12,775 | 63.1% | $47.42万 | 重新持有 |
| APO | APOLLO GLOBAL MGMT INC | $122.04万 | 0.12% | 10,315 | 8,449 | 452.8% | $99.96万 | 重新持有 |
| GHC | GRAHAM HLDGS CO | $121.22万 | 0.12% | 1,062 | 815 | 330.0% | $93.03万 | 重新持有 |
| FAF | FIRST AMERN FINL CORP | $116.58万 | 0.11% | 16,996 | 9,032 | 113.4% | $61.95万 | 加仓 |
| OSK | OSHKOSH CORP | $116.41万 | 0.11% | 7,585 | 3,888 | 105.2% | $59.67万 | 加仓 |
| PRI | PRIMERICA INC | $115.61万 | 0.11% | 4,068 | 2,506 | 160.4% | $71.22万 | 加仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $115.57万 | 0.11% | 23,100 | 23,100 | — | $115.57万 | 新建仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $112.92万 | 0.11% | 31,014 | -84,920 | -73.2% | -$309.19万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $112.86万 | 0.11% | 4,722 | 4,722 | — | $112.86万 | 新建仓 |
| NI | NISOURCE INC | $112.79万 | 0.11% | 23,721 | -4,780 | -16.8% | -$22.73万 | 减仓 |
| SGRY | SURGERY PARTNERS INC | $109.92万 | 0.11% | 65,430 | 65,430 | — | $109.92万 | 新建仓 |
| FNB | F N B CORP | $106.85万 | 0.10% | 55,999 | 19,582 | 53.8% | $37.36万 | 加仓 |
| BYD | BOYD GAMING CORP | $106.27万 | 0.10% | 12,031 | 12,031 | — | $106.27万 | 新建仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $106.03万 | 0.10% | 30,707 | 20,474 | 200.1% | $70.70万 | 重新持有 |
| VNOM | VIPER ENERGY INC | $105.48万 | 0.10% | 24,878 | 24,878 | — | $105.48万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $103.44万 | 0.10% | 14,781 | 14,781 | — | $103.44万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $102.79万 | 0.10% | 38,555 | 14,555 | 60.6% | $38.80万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $102.63万 | 0.10% | 495 | 495 | — | $102.63万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $101.46万 | 0.10% | 5,083 | 5,083 | — | $101.46万 | 新建仓 |
| CRBG | COREBRIDGE FINL INC | $100.99万 | 0.10% | 35,275 | 35,275 | — | $100.99万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $100.28万 | 0.10% | 12,199 | 12,199 | — | $100.28万 | 新建仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $99.34万 | 0.10% | 11,818 | 11,818 | — | $99.34万 | 新建仓 |
| OGE | OGE ENERGY CORP | $98.04万 | 0.09% | 20,147 | 13,549 | 205.4% | $65.93万 | 加仓 |
| COMP | COMPASS INC | $97.99万 | 0.09% | 79,473 | 36,329 | 84.2% | $44.79万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $97.65万 | 0.09% | 32,336 | -9,527 | -22.8% | -$28.77万 | 减仓 |
| KYIV | KYIVSTAR GROUP LTD | $97.02万 | 0.09% | 60,000 | 60,000 | — | $97.02万 | 新建仓 |