Mirador Capital Partners LP
PLEASANTON CA · SEC CIK 0001633446
$8.17亿2026Q2 申报市值
218持仓数
39.6%前十大占比 · 第一大 7.6%
20 / 11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
BSJS 加仓+$1,169.08万
DIVI 加仓+$597.52万
ALAB 重新持有+$488.86万
ANET 新建仓+$360.54万
BSJR 加仓+$318.54万
2026Q2 卖出最多 按季末市值估算
SH 清仓-$1,338.00万
BSJQ 减仓-$1,171.45万
CB 清仓-$687.11万
VGK 清仓-$570.38万
L 清仓-$339.54万
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 |
|---|---|---|---|---|---|---|---|---|
| — | TENAYA THERAPEUTICS INC | $66.90万 | 0.08% | 905,097 | 18,180 | 2.0% | $1.34万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $68.56万 | 0.08% | 6,400 | -7,715 | -54.7% | -$82.65万 | 减仓 |
| IWD | ISHARES TR | $68.59万 | 0.08% | 2,829 | 9 | 0.3% | $2,182 | 加仓 |
| SLB | SLB LIMITED | $68.61万 | 0.08% | 14,758 | 1,268 | 9.4% | $5.89万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $70.04万 | 0.09% | 44,414 | -286 | -0.6% | -$4,510 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $71.52万 | 0.09% | 3,362 | -157 | -4.5% | -$3.34万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $73.66万 | 0.09% | 3,867 | -17 | -0.4% | -$3,238 | 减仓 |
| MRK | MERCK & CO INC | $75.58万 | 0.09% | 5,882 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $75.94万 | 0.09% | 21,088 | 293 | 1.4% | $1.06万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $76.34万 | 0.09% | 2,063 | 118 | 6.1% | $4.37万 | 加仓 |
| FSLR | FIRST SOLAR INC | $77.65万 | 0.10% | 3,291 | 334 | 11.3% | $7.88万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $86.07万 | 0.11% | 25,855 | 1,038 | 4.2% | $3.46万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $87.95万 | 0.11% | 1,250 | 126 | 11.2% | $8.87万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $90.42万 | 0.11% | 9,965 | -543 | -5.2% | -$4.93万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $94.50万 | 0.12% | 3,172 | -1,204 | -27.5% | -$35.87万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $95.46万 | 0.12% | 8,922 | -109 | -1.2% | -$1.17万 | 减仓 |
| VEEV | VEEVA SYS INC | $95.87万 | 0.12% | 5,402 | -5 | -0.1% | -$887 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $97.59万 | 0.12% | 29,333 | -464 | -1.6% | -$1.54万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $97.91万 | 0.12% | 4,000 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $97.98万 | 0.12% | 10,904 | 9 | 0.1% | $809 | 加仓 |
| COO | COOPER COS INC | $103.29万 | 0.13% | 14,404 | 25 | 0.2% | $1,793 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $104.08万 | 0.13% | 22,957 | 295 | 1.3% | $1.34万 | 加仓 |
| FIX | COMFORT SYS USA INC | $104.85万 | 0.13% | 529 | 92 | 21.1% | $18.23万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $105.75万 | 0.13% | 24,976 | -392 | -1.5% | -$1.66万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $106.41万 | 0.13% | 7,257 | -98 | -1.3% | -$1.44万 | 减仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $107.40万 | 0.13% | 189,086 | 18,108 | 10.6% | $10.29万 | 加仓 |
| WMT | WALMART INC | $107.64万 | 0.13% | 9,504 | 453 | 5.0% | $5.13万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $108.69万 | 0.13% | 2,276 | 227 | 11.1% | $10.84万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $110.05万 | 0.13% | 37,394 | 64 | 0.2% | $1,884 | 加仓 |
| PFE | PFIZER INC | $110.37万 | 0.14% | 45,835 | -575 | -1.2% | -$1.38万 | 减仓 |
| CMS | CMS ENERGY CORP | $110.52万 | 0.14% | 14,448 | -243 | -1.7% | -$1.86万 | 减仓 |
| WMB | WILLIAMS COS INC | $120.08万 | 0.15% | 16,153 | 140 | 0.9% | $1.04万 | 加仓 |
| SGOV | ISHARES TR | $122.64万 | 0.15% | 12,182 | 12,182 | — | $122.64万 | 新建仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $126.35万 | 0.15% | 13,741 | 850 | 6.6% | $7.82万 | 加仓 |
| SMH | VANECK ETF TRUST | $127.44万 | 0.16% | 1,943 | 358 | 22.6% | $23.48万 | 加仓 |
| FIVN | FIVE9 INC | $128.44万 | 0.16% | 60,244 | -58 | -0.1% | -$1,237 | 减仓 |
| AKTS | AKTIS ONCOLOGY INC | $129.32万 | 0.16% | 40,124 | 40,124 | — | $129.32万 | 新建仓 |
| ACWX | ISHARES TR | $130.43万 | 0.16% | 17,137 | 452 | 2.7% | $3.44万 | 加仓 |
| DEM | WISDOMTREE TR | $131.11万 | 0.16% | 24,375 | -1,531 | -5.9% | -$8.24万 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $134.02万 | 0.16% | 89,706 | 1,571 | 1.8% | $2.35万 | 加仓 |
| MGRC | MCGRATH RENTCORP | $136.46万 | 0.17% | 11,275 | -13 | -0.1% | -$1,573 | 减仓 |
| NUE | NUCOR CORP | $136.59万 | 0.17% | 6,132 | 336 | 5.8% | $7.48万 | 加仓 |
| QCOM | QUALCOMM INC | $136.92万 | 0.17% | 7,410 | 69 | 0.9% | $1.27万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $138.52万 | 0.17% | 11,873 | 210 | 1.8% | $2.45万 | 加仓 |
| TNET | TRINET GROUP INC | $140.16万 | 0.17% | 28,321 | 2,234 | 8.6% | $11.06万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $146.37万 | 0.18% | 68,398 | -949 | -1.4% | -$2.03万 | 减仓 |
| GE | GE AEROSPACE | $147.86万 | 0.18% | 3,956 | -5 | -0.1% | -$1,869 | 减仓 |
| WDAY | WORKDAY INC | $153.97万 | 0.19% | 12,577 | -63 | -0.5% | -$7,712 | 减仓 |
| SSD | SIMPSON MFG INC | $154.92万 | 0.19% | 7,400 | 9 | 0.1% | $1,884 | 加仓 |
| IAU | ISHARES GOLD TR | $156.28万 | 0.19% | 20,697 | 3,392 | 19.6% | $25.61万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $160.37万 | 0.20% | 12,035 | 716 | 6.3% | $9.54万 | 加仓 |
| MMM | 3M CO | $161.55万 | 0.20% | 9,978 | -245 | -2.4% | -$3.97万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $167.97万 | 0.21% | 5,973 | 48 | 0.8% | $1.35万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $172.79万 | 0.21% | 12,630 | 2,725 | 27.5% | $37.28万 | 加仓 |
| TOST | TOAST INC | $174.09万 | 0.21% | 62,578 | 750 | 1.2% | $2.09万 | 加仓 |
| CAT | CATERPILLAR INC | $175.58万 | 0.21% | 1,649 | 76 | 4.8% | $8.09万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $178.13万 | 0.22% | 14,099 | -166 | -1.2% | -$2.10万 | 减仓 |
| RDDT | REDDIT INC | $178.89万 | 0.22% | 10,306 | 10,306 | — | $178.89万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $180.02万 | 0.22% | 3,099 | -188 | -5.7% | -$10.92万 | 减仓 |
| ROST | ROSS STORES INC | $185.74万 | 0.23% | 8,726 | 16 | 0.2% | $3,406 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $188.18万 | 0.23% | 7,410 | 302 | 4.2% | $7.67万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $197.01万 | 0.24% | 22,446 | 18,888 | 530.9% | $165.78万 | 加仓 |
| LLY | ELI LILLY & CO | $198.74万 | 0.24% | 1,657 | 116 | 7.5% | $13.91万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $203.66万 | 0.25% | 1,764 | -1,122 | -38.9% | -$129.54万 | 减仓 |
| HEI | HEICO CORP NEW | $204.52万 | 0.25% | 5,742 | 66 | 1.2% | $2.35万 | 加仓 |
| AMAT | APPLIED MATLS INC | $228.17万 | 0.28% | 3,156 | 87 | 2.8% | $6.29万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $233.88万 | 0.29% | 9,845 | -198 | -2.0% | -$4.70万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $240.51万 | 0.29% | 50,305 | 50,305 | — | $240.51万 | 新建仓 |
| TXG | 10X GENOMICS INC | $243.98万 | 0.30% | 63,636 | -13,657 | -17.7% | -$52.36万 | 减仓 |
| SITM | SITIME CORP | $244.10万 | 0.30% | 3,274 | 3,274 | — | $244.10万 | 新建仓 |
| ORCL | ORACLE CORP | $269.45万 | 0.33% | 18,386 | 2,787 | 17.9% | $40.84万 | 加仓 |
| TMC | TMC THE METALS COMPANY INC | $271.79万 | 0.33% | 613,528 | 47,199 | 8.3% | $20.91万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $281.16万 | 0.34% | 48,795 | -75 | -0.2% | -$4,322 | 减仓 |
| FORM | FORMFACTOR INC | $286.98万 | 0.35% | 17,944 | -2,340 | -11.5% | -$37.42万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $290.80万 | 0.36% | 8,724 | 8,724 | — | $290.80万 | 新建仓 |
| CSCO | CISCO SYS INC | $320.22万 | 0.39% | 27,262 | -63 | -0.2% | -$7,400 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $356.23万 | 0.44% | 245,170 | 312 | 0.1% | $4,533 | 加仓 |
| ANET | ARISTA NETWORKS INC | $360.54万 | 0.44% | 21,223 | 21,223 | — | $360.54万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $372.47万 | 0.46% | 4,988 | 84 | 1.7% | $6.27万 | 加仓 |
| QQQ | INVESCO QQQ TR | $383.27万 | 0.47% | 5,205 | 138 | 2.7% | $10.16万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $389.27万 | 0.48% | 15,673 | 6,403 | 69.1% | $159.03万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $400.28万 | 0.49% | 9,237 | -673 | -6.8% | -$29.16万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $434.95万 | 0.53% | 35,330 | 148 | 0.4% | $1.82万 | 加仓 |
| DHR | DANAHER CORP DEL | $435.50万 | 0.53% | 22,863 | -337 | -1.5% | -$6.42万 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $449.40万 | 0.55% | 1,080,288 | 7,052 | 0.7% | $2.93万 | 加仓 |
| SKY | CHAMPION HOMES INC | $455.44万 | 0.56% | 51,684 | 178 | 0.3% | $1.57万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $464.35万 | 0.57% | 4,591 | -1,495 | -24.6% | -$151.21万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $476.49万 | 0.58% | 257,143 | -2,145 | -0.8% | -$3.97万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $501.99万 | 0.61% | 5,366 | 90 | 1.7% | $8.42万 | 加仓 |
| TSLA | TESLA INC | $505.69万 | 0.62% | 12,023 | 6,178 | 105.7% | $259.85万 | 加仓 |
| AVGO | BROADCOM INC | $510.35万 | 0.62% | 13,510 | -54 | -0.4% | -$2.04万 | 减仓 |
| BLK | BLACKROCK INC | $542.67万 | 0.66% | 5,644 | -61 | -1.1% | -$5.87万 | 减仓 |
| ALAB | ASTERA LABS INC | $568.42万 | 0.70% | 11,768 | 10,121 | 614.5% | $488.86万 | 重新持有 |
| C | CITIGROUP INC | $584.01万 | 0.71% | 41,727 | 429 | 1.0% | $6.00万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $594.95万 | 0.73% | 7,796 | 164 | 2.1% | $12.52万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $595.23万 | 0.73% | 11,872 | 51 | 0.4% | $2.56万 | 加仓 |
| V | VISA INC | $628.99万 | 0.77% | 18,333 | -104 | -0.6% | -$3.57万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $669.85万 | 0.82% | 156,800 | 139,868 | 826.1% | $597.52万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $673.70万 | 0.82% | 181,054 | 3,001 | 1.7% | $11.17万 | 加仓 |
| SNOW | SNOWFLAKE INC | $760.06万 | 0.93% | 29,865 | -202 | -0.7% | -$5.14万 | 减仓 |