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 |
|---|---|---|---|---|---|---|---|---|
| ADSE | ADS TEC ENERGY PLC | $2.55亿 | 24.25% | 22,169,949 | 4,056,486 | 22.4% | $4,664.95万 | 加仓 |
| — | CSG SYS INTL INC | $3,314.39万 | 3.15% | 37,239,000 | -5,261,000 | -12.4% | -$468.25万 | 减仓 |
| BUSE | FIRST BUSEY CORP | $3,158.46万 | 3.00% | 1,249,884 | 62,233 | 5.2% | $157.26万 | 加仓 |
| EG | EVEREST GROUP LTD | $1,977.67万 | 1.88% | 60,507 | -1,941 | -3.1% | -$63.44万 | 减仓 |
| AES | AES CORP 看涨期权 | $1,935.97万 | 1.84% | 1,374,000 | 1,374,000 | — | $1,935.97万 | 新建仓 |
| FSUN | FIRSTSUN CAP BANCORP | $1,674.98万 | 1.59% | 459,401 | 293,326 | 176.6% | $1,069.47万 | 加仓 |
| OCFC | OCEANFIRST FINL CORP | $1,441.23万 | 1.37% | 798,906 | 798,906 | — | $1,441.23万 | 新建仓 |
| GRND | GRINDR INC | $806.64万 | 0.77% | 667,200 | 667,200 | — | $806.64万 | 新建仓 |
| STNG | SCORPIO TANKERS INC | $758.02万 | 0.72% | 101,530 | 96,289 | 1,837.2% | $718.89万 | 加仓 |
| HUBB | HUBBELL INC | $712.21万 | 0.68% | 14,513 | 1,362 | 10.4% | $66.84万 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $685.66万 | 0.65% | 7,659 | 483 | 6.7% | $43.24万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $678.29万 | 0.65% | 51,798 | 1,520 | 3.0% | $19.90万 | 加仓 |
| CMI | CUMMINS INC | $643.69万 | 0.61% | 11,964 | 2,126 | 21.6% | $114.38万 | 加仓 |
| MMM | 3M CO | $640.89万 | 0.61% | 44,129 | 10,605 | 31.6% | $154.02万 | 加仓 |
| VMC | VULCAN MATLS CO | $617.03万 | 0.59% | 22,660 | 7,510 | 49.6% | $204.50万 | 加仓 |
| TXNM | TXNM ENERGY INC | $575.41万 | 0.55% | 5,000,000 | 0 | 0.0% | — | 不变 |
| ETOR | ETORO GROUP LTD | $561.26万 | 0.53% | 186,900 | 28,600 | 18.1% | $85.89万 | 加仓 |
| GLD | SPDR GOLD TR 看涨期权 | $550.77万 | 0.52% | 12,800 | 12,800 | — | $550.77万 | 新建仓 |
| JBS | JBS N.V. | $528.86万 | 0.50% | 294,468 | 23,686 | 8.7% | $42.54万 | 加仓 |
| SGOV | ISHARES TR | $501.29万 | 0.48% | 49,800 | 49,800 | — | $501.29万 | 新建仓 |
| DG | DOLLAR GEN CORP | $468.98万 | 0.45% | 39,500 | 3,347 | 9.3% | $39.74万 | 重新持有 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $464.74万 | 0.44% | 61,580 | -6,976 | -10.2% | -$52.65万 | 减仓 |
| FIVE | FIVE BELOW INC | $431.83万 | 0.41% | 18,900 | 16,353 | 642.0% | $373.63万 | 加仓 |
| GOOG | ALPHABET INC | $423.32万 | 0.40% | 14,757 | -26,900 | -64.6% | -$771.65万 | 减仓 |
| AES | AES CORP | $384.83万 | 0.37% | 273,124 | 220,927 | 423.3% | $311.29万 | 加仓 |
| UNIT | UNITI GROUP LLC | $383.29万 | 0.36% | 408,627 | 389,211 | 2,004.6% | $365.08万 | 加仓 |
| DLO | DLOCAL LTD | $362.73万 | 0.34% | 279,668 | 28,282 | 11.3% | $36.68万 | 加仓 |
| AME | AMETEK INC | $362.63万 | 0.34% | 16,917 | 2,423 | 16.7% | $51.94万 | 重新持有 |
| BOOT | BOOT BARN HLDGS INC | $361.27万 | 0.34% | 24,684 | 22,985 | 1,352.9% | $336.41万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $357.88万 | 0.34% | 14,282 | 12,439 | 674.9% | $311.70万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $353.80万 | 0.34% | 18,819 | -6,003 | -24.2% | -$112.86万 | 减仓 |
| ECHO | ECHOSTAR CORP | $353.04万 | 0.34% | 30,156 | 24,656 | 448.3% | $288.65万 | 重新持有 |
| TDAY | USA TODAY CO INC | $352.44万 | 0.34% | 499,917 | 499,917 | — | $352.44万 | 新建仓 |
| WAB | WABTEC | $352.15万 | 0.33% | 14,091 | -9,441 | -40.1% | -$235.94万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $352.13万 | 0.33% | 8,934 | 8,046 | 906.1% | $317.13万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $351.57万 | 0.33% | 147,656 | 126,844 | 609.5% | $302.02万 | 加仓 |
| DAN | DANA INC | $349.66万 | 0.33% | 103,910 | 103,910 | — | $349.66万 | 新建仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $349.41万 | 0.33% | 35,819 | 35,819 | — | $349.41万 | 新建仓 |
| INTR | INTER & CO INC | $347.20万 | 0.33% | 436,185 | 436,185 | — | $347.20万 | 新建仓 |
| PSMT | PRICESMART INC | $343.91万 | 0.33% | 22,851 | -8,532 | -27.2% | -$128.41万 | 减仓 |
| VST | VISTRA CORP | $340.18万 | 0.32% | 22,629 | 22,629 | — | $340.18万 | 新建仓 |
| AUGO | AURA MINERALS INC | $338.40万 | 0.32% | 41,470 | -36,730 | -47.0% | -$299.72万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $337.59万 | 0.32% | 80,187 | 80,187 | — | $337.59万 | 新建仓 |
| SHOO | MADDEN STEVEN LTD | $336.57万 | 0.32% | 99,225 | 99,225 | — | $336.57万 | 新建仓 |
| CIEN | CIENA CORP | $334.03万 | 0.32% | 8,604 | 8,604 | — | $334.03万 | 新建仓 |
| XP | XP INC | $333.81万 | 0.32% | 175,320 | -87,577 | -33.3% | -$166.75万 | 减仓 |
| — | HONEYWELL INTL INC | $333.78万 | 0.32% | 14,767 | -9,047 | -38.0% | -$204.49万 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $332.63万 | 0.32% | 201,352 | 174,733 | 656.4% | $288.66万 | 加仓 |
| FLR | FLUOR CORP | $330.11万 | 0.31% | 70,763 | 70,763 | — | $330.11万 | 新建仓 |
| APH | AMPHENOL CORP | $327.66万 | 0.31% | 25,933 | 25,933 | — | $327.66万 | 新建仓 |
| BAP | CREDICORP LTD | $327.19万 | 0.31% | 9,653 | -1,935 | -16.7% | -$65.59万 | 减仓 |
| GLW | CORNING INC | $326.83万 | 0.31% | 24,037 | 24,037 | — | $326.83万 | 新建仓 |
| RL | RALPH LAUREN CORP | $326.31万 | 0.31% | 9,486 | 9,486 | — | $326.31万 | 新建仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $324.73万 | 0.31% | 115,934 | 102,608 | 770.0% | $287.40万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $323.08万 | 0.31% | 2,955 | 2,528 | 592.0% | $276.40万 | 加仓 |
| OI | O-I GLASS INC | $322.94万 | 0.31% | 307,271 | 282,808 | 1,156.1% | $297.23万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $322.28万 | 0.31% | 16,253 | 16,253 | — | $322.28万 | 新建仓 |
| URBN | URBAN OUTFITTERS INC | $322.11万 | 0.31% | 50,846 | 46,701 | 1,126.7% | $295.85万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $321.86万 | 0.31% | 56,957 | 56,957 | — | $321.86万 | 新建仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $320.19万 | 0.30% | 388,112 | 388,112 | — | $320.19万 | 新建仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $320.14万 | 0.30% | 573,721 | 573,721 | — | $320.14万 | 新建仓 |
| SONO | SONOS INC | $319.59万 | 0.30% | 238,498 | 225,344 | 1,713.1% | $301.96万 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION | $319.20万 | 0.30% | 56,686 | 50,071 | 756.9% | $281.95万 | 加仓 |
| NXE | NEXGEN ENERGY LTD | $319.00万 | 0.30% | 275,000 | 175,000 | 175.0% | $203.00万 | 重新持有 |
| VG | VENTURE GLOBAL INC | $315.20万 | 0.30% | 200,000 | 200,000 | — | $315.20万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $314.60万 | 0.30% | 9,115 | 6,691 | 276.0% | $230.94万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $314.24万 | 0.30% | 7,241 | 5,381 | 289.3% | $233.52万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $313.89万 | 0.30% | 50,693 | 11,222 | 28.4% | $69.49万 | 加仓 |
| MBC | MASTERBRAND INC | $313.58万 | 0.30% | 377,355 | 377,355 | — | $313.58万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $313.35万 | 0.30% | 27,888 | 27,888 | — | $313.35万 | 新建仓 |
| EVRG | EVERGY INC | $310.98万 | 0.30% | 37,962 | 37,962 | — | $310.98万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $310.90万 | 0.30% | 43,325 | 43,325 | — | $310.90万 | 新建仓 |
| GLNG | GOLAR LNG LTD | $309.97万 | 0.29% | 57,285 | 57,285 | — | $309.97万 | 新建仓 |
| GHM | GRAHAM CORP | $309.04万 | 0.29% | 39,159 | 39,159 | — | $309.04万 | 新建仓 |
| CAT | CATERPILLAR INC | $308.39万 | 0.29% | 4,353 | -849 | -16.3% | -$60.15万 | 减仓 |
| CSTM | CONSTELLIUM SE | $308.11万 | 0.29% | 125,350 | 104,560 | 502.9% | $257.01万 | 加仓 |
| ECVT | ECOVYST INC | $308.03万 | 0.29% | 239,526 | 239,526 | — | $308.03万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $305.97万 | 0.29% | 52,054 | -11,594 | -18.2% | -$68.15万 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $303.84万 | 0.29% | 25,213 | 25,213 | — | $303.84万 | 新建仓 |
| KLAC | KLA CORP | $300.67万 | 0.29% | 2,042 | 2,042 | — | $300.67万 | 新建仓 |
| CC | CHEMOURS CO | $300.38万 | 0.29% | 136,349 | 113,189 | 488.7% | $249.36万 | 加仓 |
| AMAT | APPLIED MATLS INC | $298.49万 | 0.28% | 8,733 | -1,117 | -11.3% | -$38.18万 | 减仓 |
| — | FLUSHING FINL CORP | $295.90万 | 0.28% | 192,643 | 192,643 | — | $295.90万 | 新建仓 |
| AVNT | AVIENT CORPORATION | $295.31万 | 0.28% | 81,353 | 68,051 | 511.6% | $247.03万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $292.73万 | 0.28% | 96,040 | 96,040 | — | $292.73万 | 新建仓 |
| META | META PLATFORMS INC | $290.64万 | 0.28% | 5,080 | -2,519 | -33.1% | -$144.12万 | 减仓 |
| — | SEALED AIR CORP NEW | $289.76万 | 0.28% | 68,908 | 68,908 | — | $289.76万 | 新建仓 |
| KWR | QUAKER HOUGHTON | $288.41万 | 0.27% | 23,216 | 23,216 | — | $288.41万 | 新建仓 |
| EMBJ | EMBRAER S.A. | $284.41万 | 0.27% | 47,929 | 47,929 | — | $284.41万 | 新建仓 |
| AXTA | AXALTA COATING SYS LTD | $276.87万 | 0.26% | 99,952 | 84,190 | 534.1% | $233.21万 | 加仓 |
| SYK | STRYKER CORPORATION | $272.17万 | 0.26% | 8,283 | -1,965 | -19.2% | -$64.57万 | 重新持有 |
| NU | NU HLDGS LTD | $261.72万 | 0.25% | 182,126 | -151,820 | -45.5% | -$218.17万 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $260.75万 | 0.25% | 143,269 | 126,700 | 764.7% | $230.59万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $259.31万 | 0.25% | 125,000 | 125,000 | — | $259.31万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $256.93万 | 0.24% | 13,025 | 13,025 | — | $256.93万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $249.86万 | 0.24% | 70,942 | 50,973 | 255.3% | $179.53万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $249.55万 | 0.24% | 294,628 | 294,628 | — | $249.55万 | 新建仓 |
| IFS | INTERCORP FINL SVCS INC | $248.33万 | 0.24% | 49,469 | -57,512 | -53.8% | -$288.71万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $247.18万 | 0.24% | 93,522 | 93,522 | — | $247.18万 | 新建仓 |
| SITM | SITIME CORP | $242.57万 | 0.23% | 7,024 | 7,024 | — | $242.57万 | 新建仓 |