May Hill Capital, LLC
COHASSET MA · SEC CIK 0002056340
$3.98亿2026Q1 申报市值
223持仓数
45.1%前十大占比 · 第一大 14.9%
35 / 10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
IEFA 加仓+$445.74万
LMUB 新建仓+$344.65万
IVV 加仓+$337.71万
SHLD 加仓+$220.55万
BA 新建仓+$206.19万
2026Q1 卖出最多 按季末市值估算
DYNF 减仓-$189.59万
IAU 减仓-$148.59万
AZN 减仓-$65.01万
HIMU 减仓-$57.73万
IWB 减仓-$43.86万
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 |
|---|---|---|---|---|---|---|---|---|
| NGG | NATIONAL GRID PLC | $39.09万 | 0.10% | 4,621 | 716 | 18.3% | $6.06万 | 加仓 |
| AMGN | AMGEN INC | $39.39万 | 0.10% | 1,119 | 196 | 21.2% | $6.90万 | 加仓 |
| BLK | BLACKROCK INC | $39.81万 | 0.10% | 414 | 98 | 31.0% | $9.42万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $40.04万 | 0.10% | 2,772 | 1,352 | 95.2% | $19.53万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.08万 | 0.10% | 1,654 | 268 | 19.3% | $6.49万 | 加仓 |
| GLW | CORNING INC | $40.17万 | 0.10% | 2,954 | 2,954 | — | $40.17万 | 新建仓 |
| TJX | TJX COS INC NEW | $40.34万 | 0.10% | 2,526 | 318 | 14.4% | $5.08万 | 加仓 |
| ALX | ALEXANDERS INC | $41.52万 | 0.10% | 1,758 | -687 | -28.1% | -$16.23万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $41.55万 | 0.10% | 3,173 | 274 | 9.5% | $3.59万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $42.45万 | 0.11% | 978 | -139 | -12.4% | -$6.03万 | 减仓 |
| LRGE | LEGG MASON ETF INVT | $42.51万 | 0.11% | 5,653 | -380 | -6.3% | -$2.86万 | 减仓 |
| AMAT | APPLIED MATLS INC | $42.96万 | 0.11% | 1,257 | 222 | 21.4% | $7.59万 | 加仓 |
| UE | URBAN EDGE PPTYS | $42.97万 | 0.11% | 21,504 | -1,492 | -6.5% | -$2.98万 | 减仓 |
| BP | BP PLC | $43.42万 | 0.11% | 9,238 | 1,710 | 22.7% | $8.04万 | 加仓 |
| ORCL | ORACLE CORP | $44.50万 | 0.11% | 3,025 | 41 | 1.4% | $6,032 | 加仓 |
| EMR | EMERSON ELEC CO | $44.60万 | 0.11% | 3,404 | 227 | 7.1% | $2.97万 | 加仓 |
| EQNR | EQUINOR ASA | $45.05万 | 0.11% | 10,676 | 1,835 | 20.8% | $7.74万 | 重新持有 |
| BDC | BELDEN INC | $45.15万 | 0.11% | 3,932 | 1 | 0.0% | $115 | 加仓 |
| CRM | SALESFORCE INC | $46.56万 | 0.12% | 2,494 | 1,157 | 86.5% | $21.60万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $47.75万 | 0.12% | 1,413 | 477 | 51.0% | $16.12万 | 加仓 |
| COP | CONOCOPHILLIPS | $48.11万 | 0.12% | 3,645 | 475 | 15.0% | $6.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $48.22万 | 0.12% | 12,408 | 12,408 | — | $48.22万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $48.60万 | 0.12% | 10,771 | 10,771 | — | $48.60万 | 新建仓 |
| LIN | LINDE PLC | $49.58万 | 0.12% | 1,000 | 356 | 55.3% | $17.65万 | 加仓 |
| LOW | LOWES COS INC | $49.86万 | 0.13% | 2,110 | -306 | -12.7% | -$7.23万 | 减仓 |
| CMI | CUMMINS INC | $50.04万 | 0.13% | 930 | 930 | — | $50.04万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $50.65万 | 0.13% | 100,688 | 9,008 | 9.8% | $4.53万 | 加仓 |
| VNO | VORNADO RLTY TR | $51.08万 | 0.13% | 19,652 | 1,181 | 6.4% | $3.07万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $51.50万 | 0.13% | 2,499 | -8 | -0.3% | -$1,649 | 减仓 |
| HD | HOME DEPOT INC | $52.48万 | 0.13% | 1,596 | -25 | -1.5% | -$8,221 | 减仓 |
| PDD | PDD HOLDINGS INC | $52.69万 | 0.13% | 5,157 | 1,548 | 42.9% | $15.82万 | 加仓 |
| IWV | ISHARES TR | $52.90万 | 0.13% | 1,427 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $53.05万 | 0.13% | 126 | 9 | 7.7% | $3.79万 | 加仓 |
| AZN | ASTRAZENECA PLC | $53.19万 | 0.13% | 2,697 | -3,296 | -55.0% | -$65.01万 | 减仓 |
| GEV | GE VERNOVA INC | $53.25万 | 0.13% | 610 | 61 | 11.1% | $5.32万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $53.81万 | 0.14% | 1,779 | 465 | 35.4% | $14.07万 | 加仓 |
| SMH | VANECK ETF TRUST | $53.94万 | 0.14% | 1,407 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $54.88万 | 0.14% | 9,944 | 1,764 | 21.6% | $9.74万 | 加仓 |
| SCZ | ISHARES TR | $54.97万 | 0.14% | 7,011 | -533 | -7.1% | -$4.18万 | 减仓 |
| RIO | RIO TINTO PLC | $55.65万 | 0.14% | 5,965 | 693 | 13.1% | $6.46万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $57.27万 | 0.14% | 3,915 | 419 | 12.0% | $6.13万 | 加仓 |
| CB | CHUBB LTD SWITZ | $57.72万 | 0.14% | 1,771 | 361 | 25.6% | $11.77万 | 加仓 |
| KO | COCA COLA CO | $58.23万 | 0.15% | 7,657 | 1,352 | 21.4% | $10.28万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $59.44万 | 0.15% | 3,595 | 160 | 4.7% | $2.65万 | 加仓 |
| BAC | BANK AMERICA CORP | $60.72万 | 0.15% | 12,456 | 455 | 3.8% | $2.22万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $60.94万 | 0.15% | 8,378 | 1,213 | 16.9% | $8.82万 | 加仓 |
| MS | MORGAN STANLEY | $63.86万 | 0.16% | 3,880 | 453 | 13.2% | $7.46万 | 加仓 |
| GE | GE AEROSPACE | $64.98万 | 0.16% | 2,290 | 336 | 17.2% | $9.53万 | 加仓 |
| SONY | SONY GROUP CORP | $64.99万 | 0.16% | 31,395 | 9,278 | 41.9% | $19.21万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $66.43万 | 0.17% | 11,362 | 1,068 | 10.4% | $6.24万 | 加仓 |
| CSCO | CISCO SYS INC | $67.81万 | 0.17% | 8,740 | 662 | 8.2% | $5.14万 | 加仓 |
| CAT | CATERPILLAR INC | $68.51万 | 0.17% | 967 | 55 | 6.0% | $3.90万 | 加仓 |
| C | CITIGROUP INC | $69.16万 | 0.17% | 6,099 | 304 | 5.2% | $3.45万 | 加仓 |
| ETN | EATON CORP PLC | $70.12万 | 0.18% | 1,961 | 928 | 89.8% | $33.18万 | 加仓 |
| NULG | NUSHARES ETF TR | $72.73万 | 0.18% | 7,998 | -1,692 | -17.5% | -$15.39万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $78.45万 | 0.20% | 1,570 | -20 | -1.3% | -$9,993 | 减仓 |
| GM | GENERAL MTRS CO | $78.86万 | 0.20% | 10,585 | 32 | 0.3% | $2,384 | 加仓 |
| RTX | RTX CORPORATION | $81.02万 | 0.20% | 4,200 | 1,099 | 35.4% | $21.20万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $81.80万 | 0.21% | 24,079 | 24,079 | — | $81.80万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $82.09万 | 0.21% | 7,312 | -1,018 | -12.2% | -$11.43万 | 减仓 |
| ABBV | ABBVIE INC | $83.32万 | 0.21% | 3,831 | 526 | 15.9% | $11.44万 | 加仓 |
| CRWV | COREWEAVE INC | $85.87万 | 0.22% | 11,084 | 136 | 1.2% | $1.05万 | 加仓 |
| MRK | MERCK & CO INC | $87.91万 | 0.22% | 7,308 | 1,898 | 35.1% | $22.83万 | 加仓 |
| V | VISA INC | $96.27万 | 0.24% | 3,185 | 184 | 6.1% | $5.56万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $97.22万 | 0.24% | 20,800 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $99.71万 | 0.25% | 5,824 | 2,467 | 73.5% | $42.24万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $102.17万 | 0.26% | 12,386 | 674 | 5.8% | $5.56万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $103.04万 | 0.26% | 1,218 | 17 | 1.4% | $1.44万 | 加仓 |
| VGT | VANGUARD WORLD FD | $103.26万 | 0.26% | 1,480 | 43 | 3.0% | $3.00万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $113.69万 | 0.29% | 5,321 | -991 | -15.7% | -$21.17万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $114.90万 | 0.29% | 1,153 | 205 | 21.6% | $20.43万 | 加仓 |
| IAU | ISHARES GOLD TR | $124.31万 | 0.31% | 14,101 | -16,855 | -54.4% | -$148.59万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $125.77万 | 0.32% | 5,145 | 1,591 | 44.8% | $38.89万 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $125.95万 | 0.32% | 22,348 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $128.57万 | 0.32% | 17,009 | 2 | 0.0% | $151 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $128.71万 | 0.32% | 24,786 | 5,382 | 27.7% | $27.95万 | 加仓 |
| — | EXXON MOBIL CORP | $128.81万 | 0.32% | 7,592 | 1,109 | 17.1% | $18.82万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $130.14万 | 0.33% | 10,373 | 2,659 | 34.5% | $33.36万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $130.20万 | 0.33% | 13,365 | -2,593 | -16.2% | -$25.26万 | 减仓 |
| WMT | WALMART INC | $130.21万 | 0.33% | 10,477 | 973 | 10.2% | $12.09万 | 加仓 |
| TSLA | TESLA INC | $130.74万 | 0.33% | 3,517 | -118 | -3.2% | -$4.39万 | 减仓 |
| GOVT | ISHARES TR | $136.31万 | 0.34% | 59,496 | 59,496 | — | $136.31万 | 新建仓 |
| LLY | ELI LILLY & CO | $136.92万 | 0.34% | 1,489 | -96 | -6.1% | -$8.83万 | 减仓 |
| NVS | NOVARTIS AG | $137.77万 | 0.35% | 9,019 | 1,404 | 18.4% | $21.45万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $143.69万 | 0.36% | 30,632 | -500 | -1.6% | -$2.35万 | 减仓 |
| NFLX | NETFLIX INC. | $144.94万 | 0.36% | 15,074 | 805 | 5.6% | $7.74万 | 加仓 |
| AGG | ISHARES TR | $146.78万 | 0.37% | 14,786 | 2,385 | 19.2% | $23.68万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $148.08万 | 0.37% | 7,547 | 4 | 0.1% | $785 | 加仓 |
| SHEL | SHELL PLC | $149.63万 | 0.38% | 16,089 | 2,299 | 16.7% | $21.38万 | 加仓 |
| ASML | ASML HLDG NV | $149.78万 | 0.38% | 1,134 | 90 | 8.6% | $11.89万 | 加仓 |
| IWM | ISHARES TR | $156.19万 | 0.39% | 6,298 | -213 | -3.3% | -$5.28万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $165.45万 | 0.42% | 30,611 | -444 | -1.4% | -$2.40万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $182.17万 | 0.46% | 73,602 | -317 | -0.4% | -$7,846 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $190.97万 | 0.48% | 2,936 | 1 | 0.0% | $650 | 加仓 |
| SUB | ISHARES TR | $196.34万 | 0.49% | 18,435 | -141 | -0.8% | -$1.50万 | 减仓 |
| IAGG | ISHARES TR | $198.35万 | 0.50% | 39,638 | 7,093 | 21.8% | $35.49万 | 加仓 |
| BA | BOEING CO | $206.19万 | 0.52% | 10,360 | 10,360 | — | $206.19万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $208.64万 | 0.52% | 7,093 | 1,282 | 22.1% | $37.71万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $209.99万 | 0.53% | 4,382 | 1,213 | 38.3% | $58.13万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $211.05万 | 0.53% | 10,255 | -480 | -4.5% | -$9.88万 | 减仓 |