Mizuho Markets Cayman LP
NEW YORK NY · SEC CIK 0001803149
$18.59亿2026Q1 申报市值
86持仓数
75.1%前十大占比 · 第一大 11.7%
22 / 36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
GEHC 加仓+$1.38亿
HASI 新建仓+$3,307.50万
PYPL 加仓+$2,647.80万
APO 新建仓+$1,751.40万
WELL 新建仓+$1,325.86万
2026Q1 卖出最多 按季末市值估算
FCX 重新持有-$1.96亿
EXXON MOBIL CORP 减仓-$8,333.85万
SHY 减仓-$6,788.08万
USB 清仓-$4,132.39万
HD 减仓-$2,159.62万
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 |
|---|---|---|---|---|---|---|---|---|
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -159,750 | -100.0% | -$669.19万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -29,006 | -100.0% | -$637.29万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -256,152 | -100.0% | -$615.28万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -9,170 | -100.0% | -$412.39万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -13,165 | -100.0% | -$340.70万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -37,346 | -100.0% | -$327.00万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -60,308 | -100.0% | -$321.86万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -13,480 | -100.0% | -$281.39万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -37,411 | -100.0% | -$171.12万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -42,411 | -100.0% | -$156.50万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -6,565 | -100.0% | -$151.86万 | 清仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -18,816 | -100.0% | -$151.17万 | 清仓 |
| POWL | POWELL INDS INC | $0 | 0.00% | 0 | -2,733 | -100.0% | -$87.12万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -21,566 | -100.0% | -$76.58万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -2,727 | -100.0% | -$74.14万 | 清仓 |
| SLG | SL GREEN RLTY CORP | $0 | 0.00% | 0 | -15,011 | -100.0% | -$68.86万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -11,264 | -100.0% | -$60.76万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -1,707 | -100.0% | -$56.35万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,752 | -100.0% | -$44.80万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -6,066 | -100.0% | -$32.85万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,378 | -100.0% | -$26.86万 | 清仓 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,287 | -100.0% | -$23.55万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,483 | -100.0% | -$23.00万 | 清仓 |