Mizuho Markets Cayman LP
NEW YORK NY · SEC CIK 0001803149
$26.65亿2026Q2 申报市值
95持仓数
74.2%前十大占比 · 第一大 21.2%
44 / 39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
MRVL 新建仓+$5.66亿
PANW 加仓+$1.94亿
IVV 加仓+$1.63亿
ABT 新建仓+$1.44亿
HALO 新建仓+$6,531.63万
2026Q2 卖出最多 按季末市值估算
GEHC 清仓-$2.18亿
AMGN 清仓-$1.72亿
ADI 清仓-$1.50亿
EXXON MOBIL CORP 清仓-$1.49亿
MCHP 清仓-$1.00亿
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 |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | $0 | 0.00% | 0 | -650,000 | -100.0% | -$5,367.05万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -160,000 | -100.0% | -$3,301.44万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -157,189 | -100.0% | -$1,751.40万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -179,240 | -100.0% | -$1,684.50万 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | -67,061 | -100.0% | -$1,325.86万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -772,786 | -100.0% | -$1,110.49万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -181,500 | -100.0% | -$1,066.86万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -44,777 | -100.0% | -$1,066.63万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -20,787 | -100.0% | -$898.79万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -50,543 | -100.0% | -$872.78万 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -37,202 | -100.0% | -$788.31万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -136,881 | -100.0% | -$687.14万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -60,500 | -100.0% | -$469.42万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -230,813 | -100.0% | -$445.47万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -15,798 | -100.0% | -$420.26万 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -40,860 | -100.0% | -$418.37万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -37,448 | -100.0% | -$337.29万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -5,000 | -100.0% | -$325.17万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -6,436 | -100.0% | -$251.27万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -11,219 | -100.0% | -$210.09万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -7,336 | -100.0% | -$149.05万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -2,167 | -100.0% | -$67.07万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -6,074 | -100.0% | -$59.00万 | 清仓 |
| ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | -13,491 | -100.0% | -$51.01万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -10,590 | -100.0% | -$48.60万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -13,649 | -100.0% | -$29.51万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,665 | -100.0% | -$27.86万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -1,124 | -100.0% | -$27.77万 | 清仓 |
| XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,397 | -100.0% | -$25.40万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,600 | -100.0% | -$25.00万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,635 | -100.0% | -$22.27万 | 清仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $0 | 0.00% | 0 | -532,956 | -100.0% | -$1.21万 | 清仓 |
| ORCL | ORACLE CORP 看涨期权 | $0 | 0.00% | 0 | -13,758 | -100.0% | -$8,719 | 清仓 |
| ORCL | ORACLE CORP 看跌期权 | $0 | 0.00% | 0 | -13,758 | -100.0% | -$88 | 清仓 |