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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $794.15万 | 0.97% | 21,558 | -53 | -0.2% | -$1.95万 | 减仓 |
| PSX | PHILLIPS 66 | $799.53万 | 0.98% | 47,295 | 250 | 0.5% | $4.23万 | 加仓 |
| NFLX | NETFLIX INC. | $816.03万 | 1.00% | 114,290 | 40,248 | 54.4% | $287.37万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $821.14万 | 1.01% | 130,568 | 3,116 | 2.4% | $19.60万 | 加仓 |
| KKR | KKR & CO INC | $884.01万 | 1.08% | 96,318 | -1,818 | -1.9% | -$16.69万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $886.65万 | 1.09% | 20,550 | -2,981 | -12.7% | -$128.62万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $987.73万 | 1.21% | 136,880 | -560 | -0.4% | -$4.04万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,087.83万 | 1.33% | 340,265 | 1,230 | 0.4% | $3.93万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,101.54万 | 1.35% | 26,503 | 388 | 1.5% | $16.13万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $1,219.72万 | 1.49% | 560,921 | 537,630 | 2,308.3% | $1,169.08万 | 加仓 |
| BX | BLACKSTONE INC | $1,301.94万 | 1.59% | 110,643 | -389 | -0.4% | -$4.58万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,317.69万 | 1.61% | 35,325 | 159 | 0.5% | $5.93万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $1,342.79万 | 1.64% | 414,824 | -2,092 | -0.5% | -$6.77万 | 减仓 |
| META | META PLATFORMS INC | $1,400.18万 | 1.71% | 24,857 | 72 | 0.3% | $4.06万 | 加仓 |
| INTC | INTEL CORP | $1,412.45万 | 1.73% | 101,157 | 135 | 0.1% | $1.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,459.52万 | 1.79% | 72,943 | 11,578 | 18.9% | $231.66万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,545.15万 | 1.89% | 93,216 | 872 | 0.9% | $14.45万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,711.84万 | 2.10% | 50,198 | 930 | 1.9% | $31.71万 | 加仓 |
| CYTK | CYTOKINETICS INC | $1,723.99万 | 2.11% | 202,370 | -303 | -0.1% | -$2.58万 | 减仓 |
| ABBV | ABBVIE INC | $1,730.32万 | 2.12% | 68,762 | 2,881 | 4.4% | $72.50万 | 加仓 |
| KLAC | KLA CORP | $1,778.88万 | 2.18% | 58,960 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $1,857.27万 | 2.27% | 56,740 | -385 | -0.7% | -$12.60万 | 减仓 |
| GOOGL | ALPHABET INC | $2,001.08万 | 2.45% | 55,995 | 167 | 0.3% | $5.97万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,615.54万 | 3.20% | 52,270 | 2,598 | 5.2% | $130.00万 | 加仓 |
| AMZN | AMAZON COM INC | $2,964.77万 | 3.63% | 124,393 | 12,550 | 11.2% | $299.12万 | 加仓 |
| AAPL | APPLE INC | $3,582.24万 | 4.39% | 123,799 | -23 | -0.0% | -$6,655 | 减仓 |
| GOOG | ALPHABET INC | $4,263.24万 | 5.22% | 120,659 | -885 | -0.7% | -$31.27万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $5,352.13万 | 6.55% | 2,395,160 | 142,552 | 6.3% | $318.54万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $6,231.70万 | 7.63% | 2,714,747 | -510,324 | -15.8% | -$1,171.45万 | 减仓 |