MBB PUBLIC MARKETS I LLC
CHICAGO IL · SEC CIK 0001892378
$9.26亿2026Q2 申报市值
26持仓数
99.6%前十大占比 · 第一大 22.2%
3 / 2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
VTEB 加仓+$4,531.32万
AER 加仓+$1,324.92万
AMZN 加仓+$1,291.80万
PGR 加仓+$1,113.07万
FERG 加仓+$711.99万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$1,786.85万
TECK 减仓-$1,207.04万
BG 清仓-$984.53万
AVGO 清仓-$309.51万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | $2.06亿 | 22.21% | 941,511 | 50,953 | 5.7% | $1,113.07万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $1.78亿 | 19.27% | 1,224,242 | 90,885 | 8.0% | $1,324.92万 | 加仓 |
| AMZN | AMAZON COM INC | $1.75亿 | 18.93% | 735,480 | 54,200 | 8.0% | $1,291.80万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.32亿 | 14.29% | 557,772 | 30,000 | 5.7% | $711.99万 | 加仓 |
| MDLN | MEDLINE INC | $9,628.80万 | 10.40% | 2,441,379 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $8,165.66万 | 8.82% | 1,614,405 | 895,872 | 124.7% | $4,531.32万 | 加仓 |
| EQT | EQT CORP | $2,525.57万 | 2.73% | 475,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,429.48万 | 1.54% | 40,000 | -50,000 | -55.6% | -$1,786.85万 | 减仓 |
| TECK | TECK RESOURCES LTD | $714.88万 | 0.77% | 120,228 | -203,000 | -62.8% | -$1,207.04万 | 减仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $547.50万 | 0.59% | 614,477 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $57.13万 | 0.06% | 15,768 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $35.55万 | 0.04% | 7,444 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $30.25万 | 0.03% | 894 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC 看涨期权 | $29.79万 | 0.03% | 1,250 | -18,750 | -93.8% | -$446.89万 | 减仓 |
| VMD | VIEMED HEALTHCARE INC | $26.66万 | 0.03% | 23,384 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $26.03万 | 0.03% | 618 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $23.49万 | 0.03% | 1,136 | 1,136 | — | $23.49万 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC | $23.35万 | 0.03% | 3,199 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC | $22.98万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| UNF | UNIFIRST CORP MASS | $22.58万 | 0.02% | 854 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $22.38万 | 0.02% | 2,017 | 2,017 | — | $22.38万 | 新建仓 |
| FTDR | FRONTDOOR INC | $21.81万 | 0.02% | 2,811 | 2,811 | — | $21.81万 | 新建仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $20.49万 | 0.02% | 14,179 | 0 | 0.0% | — | 不变 |
| AHCO | ADAPTHEALTH CORP | $18.89万 | 0.02% | 18,132 | 0 | 0.0% | — | 不变 |
| HLMN | HILLMAN SOLUTIONS CORP | $18.27万 | 0.02% | 21,650 | 0 | 0.0% | — | 不变 |
| JBI | JANUS INTERNATIONAL GROUP IN | $10.99万 | 0.01% | 19,808 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -77,400 | -100.0% | -$984.53万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$309.51万 | 清仓 |