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 |
|---|---|---|---|---|---|---|---|---|
| MBB | ISHARES TR | $211.28万 | 0.53% | 22,251 | 3,760 | 20.3% | $35.70万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $217.71万 | 0.55% | 70,320 | -4,526 | -6.0% | -$14.01万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $220.79万 | 0.55% | 5,055 | 1 | 0.0% | $437 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $230.04万 | 0.58% | 36,659 | 371 | 1.0% | $2.33万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $232.07万 | 0.58% | 6,867 | -348 | -4.8% | -$11.76万 | 减仓 |
| TLH | ISHARES TR | $238.18万 | 0.60% | 23,648 | -885 | -3.6% | -$8.91万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $243.81万 | 0.61% | 73,995 | 7,711 | 11.6% | $25.41万 | 加仓 |
| AVGO | BROADCOM INC | $247.30万 | 0.62% | 7,990 | 383 | 5.0% | $11.85万 | 加仓 |
| IYW | ISHARES TR | $248.87万 | 0.62% | 13,718 | 4,127 | 43.0% | $74.87万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $249.64万 | 0.63% | 50,038 | 2,070 | 4.3% | $10.33万 | 加仓 |
| GOOG | ALPHABET INC | $270.97万 | 0.68% | 9,446 | 607 | 6.9% | $17.41万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $276.86万 | 0.70% | 43,206 | -846 | -1.9% | -$5.42万 | 减仓 |
| GOOGL | ALPHABET INC | $285.57万 | 0.72% | 9,931 | 506 | 5.4% | $14.55万 | 加仓 |
| ITOT | ISHARES TR | $301.80万 | 0.76% | 21,189 | -397 | -1.8% | -$5.65万 | 减仓 |
| META | META PLATFORMS INC | $312.16万 | 0.78% | 5,456 | 83 | 1.5% | $4.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $314.89万 | 0.79% | 5,270 | -1 | -0.0% | -$598 | 减仓 |
| LMUB | ISHARES TR | $344.65万 | 0.87% | 69,026 | 69,026 | — | $344.65万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $349.55万 | 0.88% | 96,508 | 11,142 | 13.1% | $40.36万 | 加仓 |
| AMZN | AMAZON COM INC | $387.84万 | 0.97% | 18,622 | 1,902 | 11.4% | $39.61万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $390.13万 | 0.98% | 12,161 | 1,657 | 15.8% | $53.16万 | 加仓 |
| SHLD | GLOBAL X FDS | $390.55万 | 0.98% | 55,132 | 31,133 | 129.7% | $220.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $521.78万 | 1.31% | 14,096 | -43 | -0.3% | -$1.59万 | 减仓 |
| VO | VANGUARD INDEX FDS | $536.05万 | 1.35% | 18,666 | -1,089 | -5.5% | -$31.27万 | 减仓 |
| VB | VANGUARD INDEX FDS | $576.38万 | 1.45% | 22,006 | -1,213 | -5.2% | -$31.77万 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $677.90万 | 1.70% | 135,066 | 24,101 | 21.7% | $120.96万 | 加仓 |
| AAPL | APPLE INC | $745.14万 | 1.87% | 29,361 | 2,310 | 8.5% | $58.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $750.42万 | 1.88% | 43,029 | 3,673 | 9.3% | $64.06万 | 加仓 |
| IJR | ISHARES TR | $892.02万 | 2.24% | 71,758 | 3,233 | 4.7% | $40.19万 | 加仓 |
| MUB | ISHARES TR | $926.88万 | 2.33% | 87,318 | 16,757 | 23.7% | $177.88万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $975.62万 | 2.45% | 167,690 | -32,587 | -16.3% | -$189.59万 | 减仓 |
| IEFA | ISHARES TR | $990.84万 | 2.49% | 109,448 | 49,236 | 81.8% | $445.74万 | 加仓 |
| IVW | ISHARES TR | $1,104.17万 | 2.77% | 97,619 | 13,946 | 16.7% | $157.74万 | 加仓 |
| IJH | ISHARES TR | $1,133.31万 | 2.85% | 167,822 | 4,165 | 2.5% | $28.13万 | 加仓 |
| IVE | ISHARES TR | $1,135.08万 | 2.85% | 53,757 | -1,253 | -2.3% | -$26.46万 | 减仓 |
| IEMG | ISHARES INC | $1,229.74万 | 3.09% | 176,307 | 5,928 | 3.5% | $41.35万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,544.71万 | 3.88% | 54,705 | 106 | 0.2% | $2.99万 | 加仓 |
| IWB | ISHARES TR | $2,979.80万 | 7.48% | 83,571 | -1,230 | -1.5% | -$43.86万 | 减仓 |
| IVV | ISHARES TR | $5,933.07万 | 14.90% | 90,829 | 5,170 | 6.0% | $337.71万 | 加仓 |