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 |
|---|---|---|---|---|---|---|---|---|
| GSK | GSK PLC | $54.88万 | 0.14% | 9,944 | 1,764 | 21.6% | $9.74万 | 加仓 |
| SMH | VANECK ETF TRUST | $53.94万 | 0.14% | 1,407 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $53.81万 | 0.14% | 1,779 | 465 | 35.4% | $14.07万 | 加仓 |
| GEV | GE VERNOVA INC | $53.25万 | 0.13% | 610 | 61 | 11.1% | $5.32万 | 加仓 |
| AZN | ASTRAZENECA PLC | $53.19万 | 0.13% | 2,697 | -3,296 | -55.0% | -$65.01万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $53.05万 | 0.13% | 126 | 9 | 7.7% | $3.79万 | 加仓 |
| IWV | ISHARES TR | $52.90万 | 0.13% | 1,427 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $52.69万 | 0.13% | 5,157 | 1,548 | 42.9% | $15.82万 | 加仓 |
| HD | HOME DEPOT INC | $52.48万 | 0.13% | 1,596 | -25 | -1.5% | -$8,221 | 减仓 |
| TM | TOYOTA MOTOR CORP | $51.50万 | 0.13% | 2,499 | -8 | -0.3% | -$1,649 | 减仓 |
| VNO | VORNADO RLTY TR | $51.08万 | 0.13% | 19,652 | 1,181 | 6.4% | $3.07万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $50.65万 | 0.13% | 100,688 | 9,008 | 9.8% | $4.53万 | 加仓 |
| CMI | CUMMINS INC | $50.04万 | 0.13% | 930 | 930 | — | $50.04万 | 新建仓 |
| LOW | LOWES COS INC | $49.86万 | 0.13% | 2,110 | -306 | -12.7% | -$7.23万 | 减仓 |
| LIN | LINDE PLC | $49.58万 | 0.12% | 1,000 | 356 | 55.3% | $17.65万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $48.60万 | 0.12% | 10,771 | 10,771 | — | $48.60万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $48.22万 | 0.12% | 12,408 | 12,408 | — | $48.22万 | 新建仓 |
| COP | CONOCOPHILLIPS | $48.11万 | 0.12% | 3,645 | 475 | 15.0% | $6.27万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $47.75万 | 0.12% | 1,413 | 477 | 51.0% | $16.12万 | 加仓 |
| CRM | SALESFORCE INC | $46.56万 | 0.12% | 2,494 | 1,157 | 86.5% | $21.60万 | 加仓 |
| BDC | BELDEN INC | $45.15万 | 0.11% | 3,932 | 1 | 0.0% | $115 | 加仓 |
| EQNR | EQUINOR ASA | $45.05万 | 0.11% | 10,676 | 1,835 | 20.8% | $7.74万 | 重新持有 |
| EMR | EMERSON ELEC CO | $44.60万 | 0.11% | 3,404 | 227 | 7.1% | $2.97万 | 加仓 |
| ORCL | ORACLE CORP | $44.50万 | 0.11% | 3,025 | 41 | 1.4% | $6,032 | 加仓 |
| BP | BP PLC | $43.42万 | 0.11% | 9,238 | 1,710 | 22.7% | $8.04万 | 加仓 |
| UE | URBAN EDGE PPTYS | $42.97万 | 0.11% | 21,504 | -1,492 | -6.5% | -$2.98万 | 减仓 |
| AMAT | APPLIED MATLS INC | $42.96万 | 0.11% | 1,257 | 222 | 21.4% | $7.59万 | 加仓 |
| LRGE | LEGG MASON ETF INVT | $42.51万 | 0.11% | 5,653 | -380 | -6.3% | -$2.86万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $42.45万 | 0.11% | 978 | -139 | -12.4% | -$6.03万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $41.55万 | 0.10% | 3,173 | 274 | 9.5% | $3.59万 | 加仓 |
| ALX | ALEXANDERS INC | $41.52万 | 0.10% | 1,758 | -687 | -28.1% | -$16.23万 | 减仓 |
| TJX | TJX COS INC NEW | $40.34万 | 0.10% | 2,526 | 318 | 14.4% | $5.08万 | 加仓 |
| GLW | CORNING INC | $40.17万 | 0.10% | 2,954 | 2,954 | — | $40.17万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.08万 | 0.10% | 1,654 | 268 | 19.3% | $6.49万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $40.04万 | 0.10% | 2,772 | 1,352 | 95.2% | $19.53万 | 加仓 |
| BLK | BLACKROCK INC | $39.81万 | 0.10% | 414 | 98 | 31.0% | $9.42万 | 加仓 |
| AMGN | AMGEN INC | $39.39万 | 0.10% | 1,119 | 196 | 21.2% | $6.90万 | 加仓 |
| NGG | NATIONAL GRID PLC | $39.09万 | 0.10% | 4,621 | 716 | 18.3% | $6.06万 | 加仓 |
| MCD | MCDONALDS CORP | $38.91万 | 0.10% | 1,252 | 44 | 3.6% | $1.37万 | 加仓 |
| DSI | ISHARES TR | $38.74万 | 0.10% | 3,197 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $38.74万 | 0.10% | 9,438 | 9,438 | — | $38.74万 | 新建仓 |
| IXUS | ISHARES TR | $38.73万 | 0.10% | 4,470 | -74 | -1.6% | -$6,412 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $38.71万 | 0.10% | 4,802 | 4,802 | — | $38.71万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $38.29万 | 0.10% | 1,415 | 467 | 49.3% | $12.64万 | 加仓 |
| TTE | TOTALENERGIES SE | $38.20万 | 0.10% | 4,199 | -683 | -14.0% | -$6.21万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $38.13万 | 0.10% | 7,947 | -12,032 | -60.2% | -$57.73万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $37.99万 | 0.10% | 11,249 | 2,891 | 34.6% | $9.76万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $37.98万 | 0.10% | 22,380 | 303 | 1.4% | $5,142 | 加仓 |
| SAN | BANCO SANTANDER SA | $37.45万 | 0.09% | 33,202 | 5,574 | 20.2% | $6.29万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $37.18万 | 0.09% | 1,351 | 47 | 3.6% | $1.29万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $37.06万 | 0.09% | 1,822 | 230 | 14.4% | $4.68万 | 加仓 |
| WFC | WELLS FARGO & CO | $36.21万 | 0.09% | 4,548 | 951 | 26.4% | $7.57万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $35.96万 | 0.09% | 527 | 11 | 2.1% | $7,505 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $35.75万 | 0.09% | 7,650 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $35.68万 | 0.09% | 1,758 | -790 | -31.0% | -$16.04万 | 减仓 |
| NTES | NETEASE COM INC | $35.41万 | 0.09% | 3,163 | 290 | 10.1% | $3.25万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $35.37万 | 0.09% | 5,099 | 1,219 | 31.4% | $8.46万 | 加仓 |
| SO | SOUTHERN CO | $34.65万 | 0.09% | 3,590 | 257 | 7.7% | $2.48万 | 加仓 |
| JD | JD.COM INC | $34.60万 | 0.09% | 11,701 | 11,701 | — | $34.60万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $34.59万 | 0.09% | 1,672 | 1,672 | — | $34.59万 | 新建仓 |
| UL | UNILEVER PLC | $34.38万 | 0.09% | 6,034 | -3,674 | -37.8% | -$20.93万 | 减仓 |
| PFE | PFIZER INC | $34.21万 | 0.09% | 12,185 | 2,997 | 32.6% | $8.42万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $34.16万 | 0.09% | 4,430 | 4,430 | — | $34.16万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $33.94万 | 0.09% | 2,435 | 149 | 6.5% | $2.08万 | 加仓 |
| WELL | WELLTOWER INC | $33.29万 | 0.08% | 1,684 | 117 | 7.5% | $2.31万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $32.14万 | 0.08% | 3,461 | 3,461 | — | $32.14万 | 新建仓 |
| PEP | PEPSICO INC | $31.68万 | 0.08% | 2,040 | 49 | 2.5% | $7,610 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $30.86万 | 0.08% | 2,355 | 10 | 0.4% | $1,311 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $30.78万 | 0.08% | 931 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $30.72万 | 0.08% | 2,771 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $30.52万 | 0.08% | 3,581 | 3,581 | — | $30.52万 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $30.49万 | 0.08% | 36,389 | 19,058 | 110.0% | $15.97万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $29.96万 | 0.08% | 11,758 | 2,013 | 20.7% | $5.13万 | 加仓 |
| SPGI | S&P GLOBAL INC | $29.56万 | 0.07% | 695 | 21 | 3.1% | $8,933 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $29.27万 | 0.07% | 1,270 | 92 | 7.8% | $2.12万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $29.17万 | 0.07% | 892 | 892 | — | $29.17万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $28.87万 | 0.07% | 2,649 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $28.84万 | 0.07% | 512 | 25 | 5.1% | $1.41万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $27.70万 | 0.07% | 1,519 | -67 | -4.2% | -$1.22万 | 减仓 |
| SHOP | SHOPIFY INC | $27.19万 | 0.07% | 2,292 | -99 | -4.1% | -$1.17万 | 减仓 |
| VALE | VALE S A | $27.01万 | 0.07% | 16,976 | 1,764 | 11.6% | $2.81万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $26.48万 | 0.07% | 979 | 979 | — | $26.48万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $26.40万 | 0.07% | 4,324 | 4,324 | — | $26.40万 | 新建仓 |
| INTC | INTEL CORP | $26.27万 | 0.07% | 5,952 | 5,952 | — | $26.27万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $26.08万 | 0.07% | 5,221 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $25.50万 | 0.06% | 571 | -95 | -14.3% | -$4.24万 | 减仓 |
| SUSA | ISHARES TR | $25.27万 | 0.06% | 1,913 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $25.26万 | 0.06% | 13,637 | 13,637 | — | $25.26万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $25.22万 | 0.06% | 11,632 | 11,632 | — | $25.22万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $25.19万 | 0.06% | 1,096 | 1,096 | — | $25.19万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $24.71万 | 0.06% | 226 | 5 | 2.3% | $5,467 | 加仓 |
| HLN | HALEON PLC | $24.40万 | 0.06% | 24,375 | 10,628 | 77.3% | $10.64万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $24.27万 | 0.06% | 3,225 | 158 | 5.2% | $1.19万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.23万 | 0.06% | 3,995 | 3,995 | — | $24.23万 | 新建仓 |
| HUBS | HUBSPOT INC | $24.04万 | 0.06% | 985 | -21 | -2.1% | -$5,126 | 减仓 |
| KLAC | KLA CORP | $23.76万 | 0.06% | 161 | -11 | -6.4% | -$1.62万 | 减仓 |
| CI | THE CIGNA GROUP | $23.69万 | 0.06% | 888 | 2 | 0.2% | $534 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $23.28万 | 0.06% | 1,452 | 420 | 40.7% | $6.73万 | 重新持有 |
| RELX | RELX PLC | $23.27万 | 0.06% | 7,019 | 7,019 | — | $23.27万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $23.18万 | 0.06% | 3,222 | 892 | 38.3% | $6.42万 | 重新持有 |