Mirador Capital Partners LP
PLEASANTON CA · SEC CIK 0001633446
$7.06亿2026Q1 申报市值
205持仓数
43.1%前十大占比 · 第一大 10.6%
15 / 12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
GLD 加仓+$797.89万
SH 重新持有+$385.01万
AAPL 加仓+$297.47万
BSJR 加仓+$294.16万
CRWD 加仓+$156.75万
2026Q1 卖出最多 按季末市值估算
VWO 减仓-$531.66万
MU 减仓-$489.55万
AVIDITY BIOSCIEN 清仓-$452.52万
CVX 减仓-$343.81万
SRPT 清仓-$301.24万
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $66.87万 | 0.09% | 3,287 | -501 | -13.2% | -$10.19万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $67.41万 | 0.10% | 16,932 | 16,932 | — | $67.41万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $67.53万 | 0.10% | 3,519 | 265 | 8.1% | $5.09万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $67.61万 | 0.10% | 4,000 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $68.29万 | 0.10% | 10,895 | -157 | -1.4% | -$9,841 | 减仓 |
| CCI | CROWN CASTLE INC | $68.80万 | 0.10% | 8,462 | 524 | 6.6% | $4.26万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $69.25万 | 0.10% | 2,049 | 182 | 9.7% | $6.15万 | 加仓 |
| SLB | SLB LIMITED | $69.33万 | 0.10% | 13,490 | 613 | 4.8% | $3.15万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $69.35万 | 0.10% | 1,124 | 57 | 5.3% | $3.52万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $70.38万 | 0.10% | 29,797 | 29,797 | — | $70.38万 | 新建仓 |
| MRK | MERCK & CO INC | $70.75万 | 0.10% | 5,882 | -343 | -5.5% | -$4.13万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $76.98万 | 0.11% | 20,795 | 20,795 | — | $76.98万 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $79.84万 | 0.11% | 604,884 | 13,879 | 2.3% | $1.83万 | 加仓 |
| INTU | INTUIT | $87.47万 | 0.12% | 2,023 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $90.99万 | 0.13% | 9,031 | 99 | 1.1% | $9,974 | 加仓 |
| FIVN | FIVE9 INC | $91.48万 | 0.13% | 60,302 | 23,393 | 63.4% | $35.49万 | 加仓 |
| QCOM | QUALCOMM INC | $94.54万 | 0.13% | 7,341 | -470 | -6.0% | -$6.05万 | 减仓 |
| VEEV | VEEVA SYS INC | $94.98万 | 0.13% | 5,407 | 739 | 15.8% | $12.98万 | 加仓 |
| TNET | TRINET GROUP INC | $95.04万 | 0.13% | 26,087 | 5,009 | 23.8% | $18.25万 | 加仓 |
| FICO | FAIR ISAAC CORP | $95.22万 | 0.13% | 892 | 57 | 6.8% | $6.08万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $95.35万 | 0.13% | 24,817 | -7,186 | -22.5% | -$27.61万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $95.72万 | 0.14% | 37,330 | 1,422 | 4.0% | $3.65万 | 加仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $97.46万 | 0.14% | 170,978 | 31,917 | 23.0% | $18.19万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $97.51万 | 0.14% | 2,886 | -14,489 | -83.4% | -$489.55万 | 减仓 |
| NUE | NUCOR CORP | $98.01万 | 0.14% | 5,796 | -67 | -1.1% | -$1.13万 | 减仓 |
| COO | COOPER COS INC | $102.81万 | 0.15% | 14,379 | 972 | 7.2% | $6.95万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $104.00万 | 0.15% | 22,662 | 388 | 1.7% | $1.78万 | 加仓 |
| AMAT | APPLIED MATLS INC | $104.89万 | 0.15% | 3,069 | 34 | 1.1% | $1.16万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $106.23万 | 0.15% | 7,355 | 2 | 0.0% | $289 | 加仓 |
| ABT | ABBOTT LABORATORIES | $107.88万 | 0.15% | 10,508 | 345 | 3.4% | $3.54万 | 加仓 |
| — | HONEYWELL INTL INC | $109.97万 | 0.16% | 4,865 | 490 | 11.2% | $11.08万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $110.40万 | 0.16% | 12,891 | 2,521 | 24.3% | $21.59万 | 加仓 |
| CAT | CATERPILLAR INC | $111.41万 | 0.16% | 1,573 | 117 | 8.0% | $8.29万 | 加仓 |
| GE | GE AEROSPACE | $112.39万 | 0.16% | 3,961 | 150 | 3.9% | $4.26万 | 加仓 |
| WMT | WALMART INC | $112.49万 | 0.16% | 9,051 | 316 | 3.6% | $3.93万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $113.94万 | 0.16% | 69,347 | 6,922 | 11.1% | $11.37万 | 加仓 |
| CMS | CMS ENERGY CORP | $113.97万 | 0.16% | 14,691 | 205 | 1.4% | $1.59万 | 加仓 |
| ACWX | ISHARES TR | $114.24万 | 0.16% | 16,685 | 1,624 | 10.8% | $11.12万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $116.07万 | 0.16% | 88,135 | 4,980 | 6.0% | $6.56万 | 加仓 |
| WMB | WILLIAMS COS INC | $116.54万 | 0.16% | 16,013 | 451 | 2.9% | $3.28万 | 加仓 |
| MGRC | MCGRATH RENTCORP | $124.49万 | 0.18% | 11,288 | 10 | 0.1% | $1,103 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $125.39万 | 0.18% | 11,319 | 1,524 | 15.6% | $16.88万 | 加仓 |
| SSD | SIMPSON MFG INC | $126.84万 | 0.18% | 7,391 | -79 | -1.1% | -$1.36万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $127.35万 | 0.18% | 25,368 | 576 | 2.3% | $2.89万 | 加仓 |
| DEM | WISDOMTREE TR | $128.73万 | 0.18% | 25,906 | -927 | -3.5% | -$4.61万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $129.83万 | 0.18% | 9,905 | -557 | -5.3% | -$7.30万 | 减仓 |
| PFE | PFIZER INC | $130.32万 | 0.18% | 46,410 | 614 | 1.3% | $1.72万 | 加仓 |
| LLY | ELI LILLY & CO | $141.72万 | 0.20% | 1,541 | 8 | 0.5% | $7,357 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $143.61万 | 0.20% | 5,925 | -93 | -1.5% | -$2.25万 | 减仓 |
| MMM | 3M CO | $148.47万 | 0.21% | 10,223 | 245 | 2.5% | $3.56万 | 加仓 |
| IAU | ISHARES GOLD TR | $152.56万 | 0.22% | 17,305 | 1,515 | 9.6% | $13.36万 | 加仓 |
| HEI | HEICO CORP NEW | $155.64万 | 0.22% | 5,676 | 328 | 6.1% | $8.99万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $156.47万 | 0.22% | 14,115 | -268 | -1.9% | -$2.97万 | 减仓 |
| TOST | TOAST INC | $163.91万 | 0.23% | 61,828 | 2,706 | 4.6% | $7.17万 | 加仓 |
| TXG | 10X GENOMICS INC | $164.09万 | 0.23% | 77,293 | 960 | 1.3% | $2.04万 | 加仓 |
| WDAY | WORKDAY INC | $164.22万 | 0.23% | 12,640 | -2,597 | -17.0% | -$33.74万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $170.61万 | 0.24% | 11,663 | -65 | -0.6% | -$9,508 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $173.76万 | 0.25% | 7,108 | 229 | 3.3% | $5.60万 | 加仓 |
| ROST | ROSS STORES INC | $188.68万 | 0.27% | 8,710 | -205 | -2.3% | -$4.44万 | 减仓 |
| FORM | FORMFACTOR INC | $196.73万 | 0.28% | 20,284 | -11,090 | -35.3% | -$107.56万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $198.81万 | 0.28% | 14,265 | 208 | 1.5% | $2.90万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $211.74万 | 0.30% | 9,910 | -3,030 | -23.4% | -$64.74万 | 减仓 |
| CSCO | CISCO SYS INC | $212.02万 | 0.30% | 27,325 | 807 | 3.0% | $6.26万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $212.21万 | 0.30% | 10,043 | 317 | 3.3% | $6.70万 | 加仓 |
| TSLA | TESLA INC | $217.29万 | 0.31% | 5,845 | -910 | -13.5% | -$33.83万 | 减仓 |
| ORCL | ORACLE CORP | $229.48万 | 0.32% | 15,599 | 847 | 5.7% | $12.46万 | 加仓 |
| — | EXXON MOBIL CORP | $230.74万 | 0.33% | 13,600 | 3,677 | 37.1% | $62.38万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $258.87万 | 0.37% | 9,270 | 149 | 1.6% | $4.16万 | 加仓 |
| TMC | TMC THE METALS COMPANY INC | $264.48万 | 0.37% | 566,329 | 52,754 | 10.3% | $24.64万 | 加仓 |
| QQQ | INVESCO QQQ TR | $292.43万 | 0.41% | 5,067 | -26 | -0.5% | -$1.50万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $296.39万 | 0.42% | 48,870 | 1,012 | 2.1% | $6.14万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $297.96万 | 0.42% | 7,632 | 4,015 | 111.0% | $156.75万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $318.94万 | 0.45% | 4,904 | -337 | -6.4% | -$21.92万 | 减仓 |
| Z | ZILLOW GROUP INC | $324.75万 | 0.46% | 78,479 | -650 | -0.8% | -$2.69万 | 减仓 |
| L | LOEWS CORP | $339.54万 | 0.48% | 31,810 | 498 | 1.6% | $5.32万 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $354.31万 | 0.50% | 244,858 | 4,624 | 1.9% | $6.69万 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $376.71万 | 0.53% | 1,073,236 | 38,692 | 3.7% | $13.58万 | 加仓 |
| SKY | CHAMPION HOMES INC | $383.05万 | 0.54% | 51,506 | 1,247 | 2.5% | $9.27万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $386.21万 | 0.55% | 23,531 | 1,028 | 4.6% | $16.87万 | 加仓 |
| AVGO | BROADCOM INC | $419.81万 | 0.59% | 13,564 | -43 | -0.3% | -$1.33万 | 减仓 |
| DHR | DANAHER CORP DEL | $439.87万 | 0.62% | 23,200 | -12 | -0.1% | -$2,275 | 减仓 |
| INTC | INTEL CORP | $445.81万 | 0.63% | 101,022 | 16 | 0.0% | $706 | 加仓 |
| SNOW | SNOWFLAKE INC | $453.47万 | 0.64% | 30,067 | 422 | 1.4% | $6.36万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $467.24万 | 0.66% | 259,288 | 6,987 | 2.8% | $12.59万 | 加仓 |
| C | CITIGROUP INC | $468.36万 | 0.66% | 41,298 | 1,634 | 4.1% | $18.53万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $514.89万 | 0.73% | 6,086 | -26 | -0.4% | -$2.20万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $525.71万 | 0.74% | 5,276 | 16 | 0.3% | $1.59万 | 加仓 |
| BLK | BLACKROCK INC | $548.61万 | 0.78% | 5,705 | -19 | -0.3% | -$1.83万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $553.34万 | 0.78% | 35,182 | 745 | 2.2% | $11.72万 | 加仓 |
| V | VISA INC | $557.25万 | 0.79% | 18,437 | -842 | -4.4% | -$25.45万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $564.78万 | 0.80% | 178,053 | 7,394 | 4.3% | $23.45万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $570.38万 | 0.81% | 69,196 | 110 | 0.2% | $9,067 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $581.05万 | 0.82% | 11,821 | 77 | 0.7% | $3.78万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $628.71万 | 0.89% | 416,916 | 6,248 | 1.5% | $9.42万 | 加仓 |
| CB | CHUBB LTD SWITZ | $687.11万 | 0.97% | 21,081 | 329 | 1.6% | $10.72万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $706.65万 | 1.00% | 26,115 | 1,166 | 4.7% | $31.55万 | 加仓 |
| NFLX | NETFLIX INC. | $711.91万 | 1.01% | 74,042 | 10,294 | 16.1% | $98.98万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $749.16万 | 1.06% | 127,452 | 3,430 | 2.8% | $20.16万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $789.86万 | 1.12% | 49,268 | 3,110 | 6.7% | $49.86万 | 加仓 |
| PSX | PHILLIPS 66 | $857.06万 | 1.21% | 47,045 | -3,504 | -6.9% | -$63.84万 | 减仓 |