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 |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | $95.35万 | 0.13% | 24,817 | -7,186 | -22.5% | -$27.61万 | 减仓 |
| FICO | FAIR ISAAC CORP | $95.22万 | 0.13% | 892 | 57 | 6.8% | $6.08万 | 加仓 |
| TNET | TRINET GROUP INC | $95.04万 | 0.13% | 26,087 | 5,009 | 23.8% | $18.25万 | 加仓 |
| VEEV | VEEVA SYS INC | $94.98万 | 0.13% | 5,407 | 739 | 15.8% | $12.98万 | 加仓 |
| QCOM | QUALCOMM INC | $94.54万 | 0.13% | 7,341 | -470 | -6.0% | -$6.05万 | 减仓 |
| FIVN | FIVE9 INC | $91.48万 | 0.13% | 60,302 | 23,393 | 63.4% | $35.49万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $90.99万 | 0.13% | 9,031 | 99 | 1.1% | $9,974 | 加仓 |
| INTU | INTUIT | $87.47万 | 0.12% | 2,023 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $79.84万 | 0.11% | 604,884 | 13,879 | 2.3% | $1.83万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $76.98万 | 0.11% | 20,795 | 20,795 | — | $76.98万 | 新建仓 |
| MRK | MERCK & CO INC | $70.75万 | 0.10% | 5,882 | -343 | -5.5% | -$4.13万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $70.38万 | 0.10% | 29,797 | 29,797 | — | $70.38万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $69.35万 | 0.10% | 1,124 | 57 | 5.3% | $3.52万 | 加仓 |
| SLB | SLB LIMITED | $69.33万 | 0.10% | 13,490 | 613 | 4.8% | $3.15万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $69.25万 | 0.10% | 2,049 | 182 | 9.7% | $6.15万 | 加仓 |
| CCI | CROWN CASTLE INC | $68.80万 | 0.10% | 8,462 | 524 | 6.6% | $4.26万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $68.29万 | 0.10% | 10,895 | -157 | -1.4% | -$9,841 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $67.61万 | 0.10% | 4,000 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $67.53万 | 0.10% | 3,519 | 265 | 8.1% | $5.09万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $67.41万 | 0.10% | 16,932 | 16,932 | — | $67.41万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $66.87万 | 0.09% | 3,287 | -501 | -13.2% | -$10.19万 | 减仓 |
| VLTO | VERALTO CORP | $66.16万 | 0.09% | 7,482 | 5 | 0.1% | $442 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $66.02万 | 0.09% | 44,700 | 1,083 | 2.5% | $1.60万 | 加仓 |
| ENB | ENBRIDGE INC | $65.60万 | 0.09% | 12,117 | 120 | 1.0% | $6,497 | 加仓 |
| WY | WEYERHAEUSER CO | $64.38万 | 0.09% | 26,353 | 1,721 | 7.0% | $4.20万 | 加仓 |
| IOO | ISHARES TR | $63.67万 | 0.09% | 5,263 | 124 | 2.4% | $1.50万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $62.39万 | 0.09% | 1,945 | 34 | 1.8% | $1.09万 | 加仓 |
| — | TENAYA THERAPEUTICS INC | $61.41万 | 0.09% | 886,917 | 304,393 | 52.3% | $21.08万 | 加仓 |
| SMH | VANECK ETF TRUST | $60.77万 | 0.09% | 1,585 | 540 | 51.7% | $20.70万 | 加仓 |
| SO | SOUTHERN CO | $60.43万 | 0.09% | 6,261 | 43 | 0.7% | $4,150 | 加仓 |
| IWD | ISHARES TR | $60.27万 | 0.09% | 2,820 | 10 | 0.4% | $2,137 | 加仓 |
| FIX | COMFORT SYS USA INC | $60.26万 | 0.09% | 437 | 55 | 14.4% | $7.58万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $60.10万 | 0.09% | 3,063 | 131 | 4.5% | $2.57万 | 加仓 |
| FTV | FORTIVE CORP | $59.33万 | 0.08% | 10,732 | -45 | -0.4% | -$2,488 | 减仓 |
| FSLR | FIRST SOLAR INC | $58.33万 | 0.08% | 2,957 | 166 | 5.9% | $3.27万 | 加仓 |
| FLTR | VANECK ETF TRUST | $56.19万 | 0.08% | 22,052 | 935 | 4.4% | $2.38万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $55.96万 | 0.08% | 18,239 | -4,571 | -20.0% | -$14.02万 | 减仓 |
| WFC | WELLS FARGO & CO | $55.66万 | 0.08% | 6,991 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $54.73万 | 0.08% | 17,678 | 1,025 | 6.2% | $3.17万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $51.61万 | 0.07% | 3,884 | 1 | 0.0% | $133 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $50.51万 | 0.07% | 23,291 | 23,291 | — | $50.51万 | 新建仓 |
| CUBE | CUBESMART | $50.43万 | 0.07% | 13,761 | 497 | 3.7% | $1.82万 | 加仓 |
| ABNB | AIRBNB INC | $50.37万 | 0.07% | 3,989 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $50.28万 | 0.07% | 1,752 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $48.76万 | 0.07% | 2,612 | -494 | -15.9% | -$9.22万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $48.44万 | 0.07% | 4,445 | -2,360 | -34.7% | -$25.72万 | 减仓 |
| SOLV | SOLVENTUM CORP | $47.05万 | 0.07% | 7,205 | 9 | 0.1% | $588 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $46.75万 | 0.07% | 8,649 | -98,359 | -91.9% | -$531.66万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $45.84万 | 0.06% | 15,762 | 518 | 3.4% | $1.51万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $45.44万 | 0.06% | 1,196 | 1,196 | — | $45.44万 | 新建仓 |
| BAC | BANK AMERICA CORP | $45.32万 | 0.06% | 9,296 | -233 | -2.4% | -$1.14万 | 减仓 |
| AMGN | AMGEN INC | $44.58万 | 0.06% | 1,267 | 18 | 1.4% | $6,333 | 加仓 |
| MCD | MCDONALDS CORP | $44.16万 | 0.06% | 1,421 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $43.35万 | 0.06% | 4,376 | -1,972 | -31.1% | -$19.53万 | 减仓 |
| HD | HOME DEPOT INC | $42.03万 | 0.06% | 1,278 | -9 | -0.7% | -$2,960 | 减仓 |
| ARM | ARM HOLDINGS PLC | $41.68万 | 0.06% | 2,755 | 115 | 4.4% | $1.74万 | 加仓 |
| IVV | ISHARES TR | $41.38万 | 0.06% | 633 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $41.29万 | 0.06% | 1,691 | 69 | 4.3% | $1.68万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $40.45万 | 0.06% | 6,602 | 1,096 | 19.9% | $6.71万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T 看涨期权 | $40.30万 | 0.06% | 2,100 | 2,100 | — | $40.30万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $40.11万 | 0.06% | 671 | -161 | -19.4% | -$9.62万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $39.79万 | 0.06% | 658 | 107 | 19.4% | $6.47万 | 加仓 |
| MS | MORGAN STANLEY | $36.17万 | 0.05% | 2,198 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $36.12万 | 0.05% | 14,595 | 1,737 | 13.5% | $4.30万 | 加仓 |
| GEV | GE VERNOVA INC | $34.74万 | 0.05% | 398 | 4 | 1.0% | $3,492 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $33.80万 | 0.05% | 11,083 | 298 | 2.8% | $9,089 | 加仓 |
| NEE | NEXTERA ENERGY INC | $33.05万 | 0.05% | 3,558 | 43 | 1.2% | $3,994 | 加仓 |
| KO | COCA COLA CO | $33.00万 | 0.05% | 4,339 | -33 | -0.8% | -$2,510 | 减仓 |
| PPT | PUTNAM PREMIER INCOME TR | $32.89万 | 0.05% | 92,640 | 21,549 | 30.3% | $7.65万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $31.77万 | 0.04% | 16,266 | -577 | -3.4% | -$1.13万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.14万 | 0.04% | 1,448 | 59 | 4.2% | $1.27万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $31.05万 | 0.04% | 1,509 | 9 | 0.6% | $1,852 | 加仓 |
| RTX | RTX CORPORATION | $31.03万 | 0.04% | 1,609 | 19 | 1.2% | $3,664 | 加仓 |
| IWM | ISHARES TR | $30.71万 | 0.04% | 1,238 | -314 | -20.2% | -$7.79万 | 减仓 |
| NOW | SERVICENOW INC | $30.48万 | 0.04% | 2,915 | 32 | 1.1% | $3,346 | 加仓 |
| IMO | IMPERIAL OIL LTD | $30.38万 | 0.04% | 2,322 | 0 | 0.0% | — | 不变 |
| SGVT | SCHWAB STRATEGIC TR | $30.03万 | 0.04% | 2,982 | 2,982 | — | $30.03万 | 新建仓 |
| MO | ALTRIA GROUP INC | $29.06万 | 0.04% | 4,404 | 164 | 3.9% | $1.08万 | 加仓 |
| NVS | NOVARTIS AG | $28.63万 | 0.04% | 1,874 | 1,874 | — | $28.63万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $28.20万 | 0.04% | 2,248 | 116 | 5.4% | $1.46万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $28.04万 | 0.04% | 1,734 | 165 | 10.5% | $2.67万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $27.95万 | 0.04% | 7,688 | -590 | -7.1% | -$2.14万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $26.50万 | 0.04% | 978 | -200 | -17.0% | -$5.42万 | 减仓 |
| OMDA | OMADA HEALTH INC | $26.19万 | 0.04% | 20,832 | 20,832 | — | $26.19万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $25.87万 | 0.04% | 6,446 | 32 | 0.5% | $1,284 | 加仓 |
| GDX | VANECK ETF TRUST | $25.65万 | 0.04% | 2,795 | -22,219 | -88.8% | -$203.93万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $24.90万 | 0.04% | 6,338 | 6,338 | — | $24.90万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $24.79万 | 0.04% | 8,511 | 221 | 2.7% | $6,438 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $24.68万 | 0.03% | 6,832 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO EXCHANGE TRADED FD T | $24.15万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $24.00万 | 0.03% | 1,452 | -41 | -2.7% | -$6,777 | 减仓 |
| ADI | ANALOG DEVICES INC | $23.92万 | 0.03% | 752 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $23.18万 | 0.03% | 1,703 | -35 | -2.0% | -$4,764 | 减仓 |
| MA | MASTERCARD INCORPORATED | $22.83万 | 0.03% | 457 | -30 | -6.2% | -$1.50万 | 减仓 |
| PL | PLANET LABS PBC | $21.85万 | 0.03% | 7,818 | 7,818 | — | $21.85万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $21.64万 | 0.03% | 1,653 | 6 | 0.4% | $786 | 重新持有 |
| KBH | KB HOME | $20.51万 | 0.03% | 3,964 | -338 | -7.9% | -$1.75万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $20.51万 | 0.03% | 9,698 | 9,698 | — | $20.51万 | 新建仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $20.38万 | 0.03% | 18,718 | 348 | 1.9% | $3,790 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.34万 | 0.03% | 3,174 | 3,174 | — | $20.34万 | 新建仓 |