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 |
|---|---|---|---|---|---|---|---|---|
| SH | PROSHARES TR | $0 | 0.00% | 0 | -352,756 | -100.0% | -$1,338.00万 | 清仓 |
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -21,081 | -100.0% | -$687.11万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -69,196 | -100.0% | -$570.38万 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -31,810 | -100.0% | -$339.54万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -13,600 | -100.0% | -$230.74万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -4,865 | -100.0% | -$109.97万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -892 | -100.0% | -$95.22万 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -13,761 | -100.0% | -$50.43万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,915 | -100.0% | -$30.48万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,795 | -100.0% | -$25.65万 | 清仓 |
| KBH | KB HOME | $0 | 0.00% | 0 | -3,964 | -100.0% | -$20.51万 | 清仓 |
| PLUG | PLUG PWR INC 看涨期权 | $5,420 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | AEYE INC | $5.84万 | 0.01% | 40,558 | -6,037 | -13.0% | -$8,693 | 减仓 |
| PLUG | PLUG PWR INC | $6.30万 | 0.01% | 23,246 | 1,792 | 8.4% | $4,856 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $20.92万 | 0.03% | 1,653 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $20.95万 | 0.03% | 328 | 328 | — | $20.95万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $21.31万 | 0.03% | 630 | -172 | -21.4% | -$5.82万 | 重新持有 |
| CWEN | CLEARWAY ENERGY INC | $21.66万 | 0.03% | 6,338 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $21.81万 | 0.03% | 1,987 | 1,987 | — | $21.81万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.02万 | 0.03% | 3,091 | -83 | -2.6% | -$5,914 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $22.42万 | 0.03% | 1,704 | 1 | 0.1% | $132 | 加仓 |
| RAL | RALLIANT CORP | $22.69万 | 0.03% | 3,081 | 3,081 | — | $22.69万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $23.26万 | 0.03% | 10,402 | 704 | 7.3% | $1.57万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $23.48万 | 0.03% | 457 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $24.55万 | 0.03% | 2,558 | 310 | 13.8% | $2.98万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $24.93万 | 0.03% | 6,832 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $25.23万 | 0.03% | 8,005 | -70,474 | -89.8% | -$222.13万 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $25.79万 | 0.03% | 18,933 | 215 | 1.1% | $2,928 | 加仓 |
| ASML | ASML HLDG NV | $25.86万 | 0.03% | 130 | 130 | — | $25.86万 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $26.01万 | 0.03% | 2,322 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $26.16万 | 0.03% | 6,493 | 47 | 0.7% | $1,894 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $26.89万 | 0.03% | 25,438 | 25,438 | — | $26.89万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $27.18万 | 0.03% | 1,502 | 50 | 3.4% | $9,048 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $28.69万 | 0.04% | 3,146 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $28.79万 | 0.04% | 5,384 | -10,593 | -66.3% | -$56.64万 | 重新持有 |
| NZF | NUVEEN MUN CR INCOME FD | $28.82万 | 0.04% | 22,729 | 22,729 | — | $28.82万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $28.90万 | 0.04% | 8,539 | 28 | 0.3% | $948 | 加仓 |
| RTX | RTX CORPORATION | $29.43万 | 0.04% | 1,551 | -58 | -3.6% | -$1.10万 | 减仓 |
| SGVT | SCHWAB STRATEGIC TR | $30.29万 | 0.04% | 3,006 | 24 | 0.8% | $2,418 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $30.35万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $31.15万 | 0.04% | 979 | 1 | 0.1% | $318 | 加仓 |
| ADI | ANALOG DEVICES INC | $31.34万 | 0.04% | 789 | 37 | 4.9% | $1.47万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $31.44万 | 0.04% | 16,100 | -166 | -1.0% | -$3,241 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $31.50万 | 0.04% | 2,686 | -1,759 | -39.6% | -$20.63万 | 减仓 |
| — | INVESCO CALIF VALUE MUN INCO | $31.59万 | 0.04% | 29,280 | 17,500 | 148.6% | $18.88万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $31.93万 | 0.04% | 1,724 | -10 | -0.6% | -$1,852 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $32.75万 | 0.04% | 1,384 | -64 | -4.4% | -$1.51万 | 减仓 |
| NVS | NOVARTIS AG | $32.75万 | 0.04% | 2,090 | 216 | 11.5% | $3.39万 | 加仓 |
| MO | ALTRIA GROUP INC | $33.28万 | 0.04% | 4,625 | 221 | 5.0% | $1.59万 | 加仓 |
| CRM | SALESFORCE INC | $33.36万 | 0.04% | 2,130 | -482 | -18.5% | -$7.55万 | 减仓 |
| KO | COCA COLA CO | $35.26万 | 0.04% | 4,339 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $35.44万 | 0.04% | 1,311 | -110 | -7.7% | -$2.97万 | 减仓 |
| RS | RELIANCE INC | $36.35万 | 0.04% | 973 | 973 | — | $36.35万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $36.42万 | 0.04% | 1,479 | -30 | -2.0% | -$7,388 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $36.89万 | 0.05% | 6,946 | 344 | 5.2% | $1.83万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $37.79万 | 0.05% | 742 | 84 | 12.8% | $4.28万 | 加仓 |
| IWM | ISHARES TR | $38.27万 | 0.05% | 1,274 | 36 | 2.9% | $1.08万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $38.74万 | 0.05% | 1,384 | 188 | 15.7% | $5.26万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $38.96万 | 0.05% | 11,192 | 109 | 1.0% | $3,794 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $39.00万 | 0.05% | 32,175 | 32,175 | — | $39.00万 | 新建仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $39.20万 | 0.05% | 7,731 | 43 | 0.6% | $2,180 | 加仓 |
| PL | PLANET LABS PBC | $40.28万 | 0.05% | 12,157 | 4,339 | 55.5% | $14.38万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $41.56万 | 0.05% | 15,002 | 407 | 2.8% | $1.13万 | 加仓 |
| PPT | PUTNAM PREMIER INCOME TR | $43.14万 | 0.05% | 123,623 | 30,983 | 33.4% | $10.81万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $44.11万 | 0.05% | 19,535 | 12,055 | 161.2% | $27.22万 | 重新持有 |
| MS | MORGAN STANLEY | $44.36万 | 0.05% | 2,122 | -76 | -3.5% | -$1.59万 | 减仓 |
| HD | HOME DEPOT INC | $44.50万 | 0.05% | 1,262 | -16 | -1.3% | -$5,642 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T 看涨期权 | $44.68万 | 0.05% | 2,100 | 0 | 0.0% | — | 不变 |
| OMDA | OMADA HEALTH INC | $45.73万 | 0.06% | 20,832 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $46.24万 | 0.06% | 673 | 2 | 0.3% | $1,374 | 加仓 |
| IVV | ISHARES TR | $47.44万 | 0.06% | 634 | 1 | 0.2% | $748 | 加仓 |
| GEV | GE VERNOVA INC | $47.94万 | 0.06% | 408 | 10 | 2.5% | $1.17万 | 加仓 |
| MPC | MARATHON PETE CORP | $47.94万 | 0.06% | 1,875 | 184 | 10.9% | $4.70万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $48.24万 | 0.06% | 8,082 | -567 | -6.6% | -$3.38万 | 减仓 |
| AMGN | AMGEN INC | $51.06万 | 0.06% | 1,410 | 143 | 11.3% | $5.18万 | 加仓 |
| INTU | INTUIT | $52.80万 | 0.06% | 2,023 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $52.97万 | 0.06% | 9,296 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $54.61万 | 0.07% | 7,079 | -126 | -1.7% | -$9,721 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $55.12万 | 0.07% | 1,752 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $55.19万 | 0.07% | 5,134 | 5,134 | — | $55.19万 | 新建仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $56.73万 | 0.07% | 79,017 | 79,017 | — | $56.73万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $56.78万 | 0.07% | 15,715 | -47 | -0.3% | -$1,698 | 减仓 |
| ABNB | AIRBNB INC | $57.08万 | 0.07% | 3,989 | 0 | 0.0% | — | 不变 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $57.44万 | 0.07% | 58,020 | 58,020 | — | $57.44万 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $57.54万 | 0.07% | 342,482 | -262,402 | -43.4% | -$44.08万 | 减仓 |
| WFC | WELLS FARGO & CO | $57.65万 | 0.07% | 6,976 | -15 | -0.2% | -$1,240 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $57.86万 | 0.07% | 18,246 | 7 | 0.0% | $222 | 加仓 |
| EWY | ISHARES INC | $58.39万 | 0.07% | 2,892 | 2,892 | — | $58.39万 | 新建仓 |
| SO | SOUTHERN CO | $58.96万 | 0.07% | 6,160 | -101 | -1.6% | -$9,667 | 减仓 |
| IOO | ISHARES TR | $59.43万 | 0.07% | 4,351 | -912 | -17.3% | -$12.46万 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $59.53万 | 0.07% | 78,738 | 78,738 | — | $59.53万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $60.70万 | 0.07% | 23,703 | 1,651 | 7.5% | $4.23万 | 加仓 |
| WY | WEYERHAEUSER CO | $61.84万 | 0.08% | 25,833 | -520 | -2.0% | -$1.24万 | 减仓 |
| CCI | CROWN CASTLE INC | $63.12万 | 0.08% | 8,335 | -127 | -1.5% | -$9,617 | 减仓 |
| ARM | ARM HOLDINGS PLC | $63.65万 | 0.08% | 1,795 | -960 | -34.8% | -$34.04万 | 减仓 |
| FTV | FORTIVE CORP | $64.54万 | 0.08% | 10,564 | -168 | -1.6% | -$1.03万 | 减仓 |
| ENB | ENBRIDGE INC | $65.32万 | 0.08% | 12,049 | -68 | -0.6% | -$3,686 | 减仓 |
| VLTO | VERALTO CORP | $65.49万 | 0.08% | 7,385 | -97 | -1.3% | -$8,602 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $65.57万 | 0.08% | 17,784 | 106 | 0.6% | $3,908 | 加仓 |
| VTV | VANGUARD INDEX FDS | $66.20万 | 0.08% | 3,038 | -25 | -0.8% | -$5,448 | 减仓 |