May Hill Capital, LLC
COHASSET MA · SEC CIK 0002056340
$4.79亿2026Q2 申报市值
256持仓数
44.3%前十大占比 · 第一大 15.5%
41 / 13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
IVV 加仓+$615.36万
AGG 加仓+$191.74万
MUB 加仓+$190.51万
LMUB 加仓+$156.83万
BRTR 加仓+$89.48万
2026Q2 卖出最多 按季末市值估算
THRO 减仓-$164.99万
IVE 减仓-$142.89万
IEMG 减仓-$140.71万
HOLOGIC INC 清仓-$128.57万
BAI 减仓-$86.54万
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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $122.76万 | 0.26% | 3,578 | 393 | 12.3% | $13.48万 | 加仓 |
| SHEL | SHELL PLC | $123.60万 | 0.26% | 15,940 | -149 | -0.9% | -$1.16万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $129.34万 | 0.27% | 13,602 | 1,216 | 9.8% | $11.56万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $131.98万 | 0.28% | 1,305 | 87 | 7.1% | $8.80万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $132.81万 | 0.28% | 20,800 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $135.11万 | 0.28% | 11,304 | -536 | -4.5% | -$6.41万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $136.94万 | 0.29% | 5,392 | 247 | 4.8% | $6.27万 | 加仓 |
| NVS | NOVARTIS AG | $142.32万 | 0.30% | 9,081 | 62 | 0.7% | $9,717 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $142.96万 | 0.30% | 2,461 | 639 | 35.1% | $37.12万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $143.99万 | 0.30% | 27,511 | 2,725 | 11.0% | $14.26万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $156.41万 | 0.33% | 30,206 | -426 | -1.4% | -$2.21万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $157.38万 | 0.33% | 36,875 | 216 | 0.6% | $9,219 | 加仓 |
| VTV | VANGUARD INDEX FDS | $159.54万 | 0.33% | 7,321 | -226 | -3.0% | -$4.93万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $167.91万 | 0.35% | 22,388 | 40 | 0.2% | $3,000 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $179.32万 | 0.37% | 30,041 | -570 | -1.9% | -$3.40万 | 减仓 |
| IWM | ISHARES TR | $182.11万 | 0.38% | 6,061 | -237 | -3.8% | -$7.12万 | 减仓 |
| GOVT | ISHARES TR | $182.14万 | 0.38% | 79,957 | 20,461 | 34.4% | $46.61万 | 加仓 |
| TSLA | TESLA INC | $184.94万 | 0.39% | 4,397 | 880 | 25.0% | $37.01万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $203.29万 | 0.42% | 73,390 | -212 | -0.3% | -$5,872 | 减仓 |
| LLY | ELI LILLY & CO | $210.84万 | 0.44% | 1,758 | 269 | 18.1% | $32.26万 | 加仓 |
| BA | BOEING CO | $217.57万 | 0.45% | 10,051 | -309 | -3.0% | -$6.69万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $218.55万 | 0.46% | 2,927 | -9 | -0.3% | -$6,720 | 减仓 |
| IAGG | ISHARES TR | $223.29万 | 0.47% | 44,128 | 4,490 | 11.3% | $22.72万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $224.64万 | 0.47% | 5,184 | -137 | -2.6% | -$5.94万 | 减仓 |
| ASML | ASML HLDG NV | $226.60万 | 0.47% | 1,139 | 5 | 0.4% | $9,947 | 加仓 |
| TLH | ISHARES TR | $227.84万 | 0.48% | 22,705 | -943 | -4.0% | -$9.46万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $230.73万 | 0.48% | 4,611 | 229 | 5.2% | $11.46万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $236.80万 | 0.49% | 2,051 | 638 | 45.2% | $73.66万 | 加仓 |
| MBB | ISHARES TR | $238.53万 | 0.50% | 25,235 | 2,984 | 13.4% | $28.21万 | 加仓 |
| SUB | ISHARES TR | $239.23万 | 0.50% | 22,469 | 4,034 | 21.9% | $42.95万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $244.16万 | 0.51% | 48,272 | -1,766 | -3.5% | -$8.93万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $245.36万 | 0.51% | 7,496 | 403 | 5.7% | $13.19万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $245.82万 | 0.51% | 9,984 | -271 | -2.6% | -$6.67万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $246.77万 | 0.52% | 13,195 | -170 | -1.3% | -$3.18万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $251.06万 | 0.52% | 58,237 | -38,271 | -39.7% | -$164.99万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $252.83万 | 0.53% | 68,572 | -1,748 | -2.5% | -$6.44万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $259.92万 | 0.54% | 30,175 | -155 | -0.5% | -$1.34万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $303.35万 | 0.63% | 42,575 | -631 | -1.5% | -$4.50万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $303.55万 | 0.63% | 57,579 | -16,416 | -22.2% | -$86.54万 | 减仓 |
| AVGO | BROADCOM INC | $322.79万 | 0.67% | 8,545 | 555 | 6.9% | $20.97万 | 加仓 |
| META | META PLATFORMS INC | $335.39万 | 0.70% | 5,954 | 498 | 9.1% | $28.05万 | 加仓 |
| ITOT | ISHARES TR | $336.90万 | 0.70% | 20,509 | -680 | -3.2% | -$11.17万 | 减仓 |
| AGG | ISHARES TR | $338.10万 | 0.71% | 34,158 | 19,372 | 131.0% | $191.74万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $339.42万 | 0.71% | 7,107 | 240 | 3.5% | $11.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $360.90万 | 0.75% | 5,255 | -15 | -0.3% | -$1.03万 | 减仓 |
| GOOG | ALPHABET INC | $362.16万 | 0.76% | 10,250 | 804 | 8.5% | $28.41万 | 加仓 |
| GOOGL | ALPHABET INC | $381.70万 | 0.80% | 10,681 | 750 | 7.6% | $26.80万 | 加仓 |
| IYW | ISHARES TR | $397.14万 | 0.83% | 15,745 | 2,027 | 14.8% | $51.13万 | 加仓 |
| SHLD | GLOBAL X FDS | $416.24万 | 0.87% | 69,711 | 14,579 | 26.4% | $87.05万 | 加仓 |
| AMZN | AMAZON COM INC | $475.04万 | 0.99% | 19,931 | 1,309 | 7.0% | $31.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $488.96万 | 1.02% | 13,214 | 1,053 | 8.7% | $38.96万 | 加仓 |
| LMUB | ISHARES TR | $510.38万 | 1.07% | 99,644 | 30,618 | 44.4% | $156.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $586.77万 | 1.23% | 15,730 | 1,634 | 11.6% | $60.95万 | 加仓 |
| VO | VANGUARD INDEX FDS | $588.90万 | 1.23% | 73,092 | -1,572 | -2.1% | -$12.67万 | 减仓 |
| VB | VANGUARD INDEX FDS | $655.99万 | 1.37% | 21,641 | -365 | -1.7% | -$11.06万 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $769.20万 | 1.61% | 152,846 | 17,780 | 13.2% | $89.48万 | 加仓 |
| AAPL | APPLE INC | $907.86万 | 1.90% | 31,375 | 2,014 | 6.9% | $58.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $944.26万 | 1.97% | 47,192 | 4,163 | 9.7% | $83.30万 | 加仓 |
| IEFA | ISHARES TR | $987.32万 | 2.06% | 102,228 | -7,220 | -6.6% | -$69.73万 | 减仓 |
| IVE | ISHARES TR | $1,077.71万 | 2.25% | 47,464 | -6,293 | -11.7% | -$142.89万 | 减仓 |
| IJR | ISHARES TR | $1,083.42万 | 2.26% | 73,051 | 1,293 | 1.8% | $19.18万 | 加仓 |
| MUB | ISHARES TR | $1,130.23万 | 2.36% | 105,020 | 17,702 | 20.3% | $190.51万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,215.25万 | 2.54% | 178,687 | 10,997 | 6.6% | $74.79万 | 加仓 |
| IJH | ISHARES TR | $1,314.87万 | 2.75% | 170,519 | 2,697 | 1.6% | $20.80万 | 加仓 |
| IEMG | ISHARES INC | $1,319.81万 | 2.76% | 159,321 | -16,986 | -9.6% | -$140.71万 | 减仓 |
| IVW | ISHARES TR | $1,348.82万 | 2.82% | 98,075 | 456 | 0.5% | $6.27万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,944.71万 | 4.06% | 55,552 | 847 | 1.5% | $29.65万 | 加仓 |
| IWB | ISHARES TR | $3,359.46万 | 7.02% | 82,038 | -1,533 | -1.8% | -$62.78万 | 减仓 |
| IVV | ISHARES TR | $7,417.44万 | 15.49% | 99,046 | 8,217 | 9.0% | $615.36万 | 加仓 |