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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $72.86万 | 0.15% | 1,753 | 338 | 23.9% | $14.05万 | 加仓 |
| NVO | NOVO-NORDISK A S | $69.65万 | 0.15% | 14,529 | 2,423 | 20.0% | $11.62万 | 重新持有 |
| SAN | BANCO SANTANDER SA | $69.48万 | 0.15% | 50,348 | 17,146 | 51.6% | $23.66万 | 加仓 |
| KO | COCA COLA CO | $69.05万 | 0.14% | 8,496 | 839 | 11.0% | $6.82万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $68.93万 | 0.14% | 3,810 | 215 | 6.0% | $3.89万 | 加仓 |
| CMI | CUMMINS INC | $68.04万 | 0.14% | 954 | 24 | 2.6% | $1.71万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $67.97万 | 0.14% | 1,993 | 541 | 37.3% | $18.45万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $67.32万 | 0.14% | 1,054 | 75 | 7.7% | $4.79万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $64.61万 | 0.13% | 1,910 | 131 | 7.4% | $4.43万 | 加仓 |
| VNO | VORNADO RLTY TR | $64.39万 | 0.13% | 16,383 | -3,269 | -16.6% | -$12.85万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $62.52万 | 0.13% | 107,244 | 6,556 | 6.5% | $3.82万 | 加仓 |
| CB | CHUBB LIMITED | $61.83万 | 0.13% | 1,815 | 44 | 2.5% | $1.50万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.66万 | 0.13% | 2,193 | 539 | 32.6% | $15.15万 | 加仓 |
| KLAC | KLA CORP | $60.86万 | 0.13% | 2,017 | 407 | 25.3% | $12.28万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $60.77万 | 0.13% | 7,375 | 2,276 | 44.6% | $18.75万 | 加仓 |
| RIO | RIO TINTO PLC | $60.59万 | 0.13% | 6,383 | 418 | 7.0% | $3.97万 | 加仓 |
| IWV | ISHARES TR | $60.01万 | 0.13% | 1,407 | -20 | -1.4% | -$8,531 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $59.32万 | 0.12% | 13,372 | 964 | 7.8% | $4.28万 | 加仓 |
| SCZ | ISHARES TR | $56.54万 | 0.12% | 6,872 | -139 | -2.0% | -$1.14万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $55.83万 | 0.12% | 12,373 | 741 | 6.4% | $3.34万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $55.81万 | 0.12% | 10,796 | 25 | 0.2% | $1,292 | 加仓 |
| UL | UNILEVER PLC | $55.00万 | 0.11% | 9,148 | 3,114 | 51.6% | $18.72万 | 加仓 |
| LIN | LINDE PLC | $53.82万 | 0.11% | 1,037 | 37 | 3.7% | $1.92万 | 加仓 |
| GSK | GSK PLC | $52.40万 | 0.11% | 9,997 | 53 | 0.5% | $2,778 | 加仓 |
| SONY | SONY GROUP CORP | $50.99万 | 0.11% | 25,419 | -5,976 | -19.0% | -$11.99万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $50.87万 | 0.11% | 10,096 | 10,096 | — | $50.87万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $50.29万 | 0.11% | 25,283 | 2,903 | 13.0% | $5.77万 | 加仓 |
| CSX | CSX CORP | $49.39万 | 0.10% | 10,392 | 954 | 10.1% | $4.53万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $49.34万 | 0.10% | 2,768 | -382 | -12.1% | -$6.81万 | 减仓 |
| LOW | LOWES COS INC | $48.79万 | 0.10% | 2,213 | 103 | 4.9% | $2.27万 | 加仓 |
| EMR | EMERSON ELEC CO | $48.71万 | 0.10% | 3,403 | -1 | -0.0% | -$143 | 减仓 |
| ALX | ALEXANDERS INC | $48.66万 | 0.10% | 1,766 | 8 | 0.5% | $2,204 | 加仓 |
| AZN | ASTRAZENECA PLC | $48.07万 | 0.10% | 2,535 | -162 | -6.0% | -$3.07万 | 减仓 |
| LRGE | LEGG MASON ETF INVT | $46.80万 | 0.10% | 5,464 | -189 | -3.3% | -$1.62万 | 减仓 |
| UE | URBAN EDGE PPTYS | $46.25万 | 0.10% | 20,213 | -1,291 | -6.0% | -$2.95万 | 减仓 |
| DSI | ISHARES TR | $45.52万 | 0.10% | 3,197 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $45.36万 | 0.09% | 3,095 | 70 | 2.3% | $1.03万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $45.10万 | 0.09% | 16,574 | 2,221 | 15.5% | $6.04万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $44.66万 | 0.09% | 3,828 | -87 | -2.2% | -$1.02万 | 减仓 |
| BLK | BLACKROCK INC | $44.52万 | 0.09% | 463 | 49 | 11.8% | $4.71万 | 加仓 |
| NTES | NETEASE COM INC | $44.17万 | 0.09% | 3,447 | 284 | 9.0% | $3.64万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $43.94万 | 0.09% | 4,817 | 15 | 0.3% | $1,368 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $43.47万 | 0.09% | 1,369 | 18 | 1.3% | $5,716 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $43.41万 | 0.09% | 3,430 | 257 | 8.1% | $3.25万 | 加仓 |
| SO | SOUTHERN CO | $42.37万 | 0.09% | 4,426 | 836 | 23.3% | $8.00万 | 加仓 |
| SAP | SAP SE | $41.15万 | 0.09% | 2,670 | -3,154 | -54.2% | -$48.61万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $41.13万 | 0.09% | 539 | 539 | — | $41.13万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $41.11万 | 0.09% | 2,441 | -58 | -2.3% | -$9,768 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $41.09万 | 0.09% | 11,249 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $40.70万 | 0.09% | 15,154 | 5,490 | 56.8% | $14.75万 | 加仓 |
| COP | CONOCOPHILLIPS | $40.51万 | 0.08% | 3,897 | 252 | 6.9% | $2.62万 | 加仓 |
| MCD | MCDONALDS CORP | $39.90万 | 0.08% | 1,476 | 224 | 17.9% | $6.05万 | 加仓 |
| NGG | NATIONAL GRID PLC | $39.74万 | 0.08% | 4,795 | 174 | 3.8% | $1.44万 | 加仓 |
| AMGN | AMGEN INC | $39.56万 | 0.08% | 1,092 | -27 | -2.4% | -$9,781 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $39.21万 | 0.08% | 944 | -34 | -3.5% | -$1.41万 | 减仓 |
| IXUS | ISHARES TR | $39.18万 | 0.08% | 4,105 | -365 | -8.2% | -$3.48万 | 减仓 |
| TJX | TJX COS INC NEW | $39.09万 | 0.08% | 2,580 | 54 | 2.1% | $8,181 | 加仓 |
| BDC | BELDEN INC | $39.04万 | 0.08% | 3,256 | -676 | -17.2% | -$8.11万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $37.94万 | 0.08% | 2,587 | -185 | -6.7% | -$2.71万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $37.91万 | 0.08% | 4,435 | 5 | 0.1% | $427 | 加仓 |
| EQNR | EQUINOR ASA | $37.67万 | 0.08% | 11,998 | 1,322 | 12.4% | $4.15万 | 加仓 |
| WFC | WELLS FARGO & CO | $37.22万 | 0.08% | 4,504 | -44 | -1.0% | -$3,636 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $36.50万 | 0.08% | 7,584 | -66 | -0.9% | -$3,176 | 减仓 |
| WELL | WELLTOWER INC | $36.34万 | 0.08% | 1,601 | -83 | -4.9% | -$1.88万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $36.08万 | 0.08% | 1,342 | 72 | 5.7% | $1.94万 | 加仓 |
| BP | BP PLC | $35.77万 | 0.07% | 9,680 | 442 | 4.8% | $1.63万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $35.61万 | 0.07% | 961 | 69 | 7.7% | $2.56万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $34.94万 | 0.07% | 1,741 | 222 | 14.6% | $4.46万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $34.13万 | 0.07% | 3,723 | 142 | 4.0% | $1.30万 | 加仓 |
| STM | STMICROELECTRONICS N V | $34.01万 | 0.07% | 4,541 | 4,541 | — | $34.01万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $34.01万 | 0.07% | 2,486 | 131 | 5.6% | $1.79万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $33.73万 | 0.07% | 244 | 18 | 8.0% | $2.49万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $33.01万 | 0.07% | 1,108 | 1,108 | — | $33.01万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $33.00万 | 0.07% | 342 | 342 | — | $33.00万 | 新建仓 |
| TTE | TOTALENERGIES SE | $32.83万 | 0.07% | 4,222 | 23 | 0.5% | $1,788 | 加仓 |
| GILD | GILEAD SCIENCES INC | $32.38万 | 0.07% | 2,563 | 128 | 5.3% | $1.62万 | 加仓 |
| DE | DEERE & CO | $32.03万 | 0.07% | 505 | -7 | -1.4% | -$4,440 | 减仓 |
| NWG | NATWEST GROUP PLC | $31.69万 | 0.07% | 17,975 | 3,728 | 26.2% | $6.57万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $31.45万 | 0.07% | 729 | 729 | — | $31.45万 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $31.43万 | 0.07% | 12,095 | 337 | 2.9% | $8,759 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $31.24万 | 0.07% | 636 | 91 | 16.7% | $4.47万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $30.65万 | 0.06% | 617 | 46 | 8.1% | $2.28万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $30.27万 | 0.06% | 3,449 | -12 | -0.3% | -$1,053 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $30.13万 | 0.06% | 2,569 | -80 | -3.0% | -$9,382 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $29.85万 | 0.06% | 586 | 59 | 11.2% | $3.01万 | 加仓 |
| MET | METLIFE INC | $29.80万 | 0.06% | 3,522 | 304 | 9.4% | $2.57万 | 加仓 |
| SUSA | ISHARES TR | $29.52万 | 0.06% | 1,913 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $29.37万 | 0.06% | 9,360 | 9,360 | — | $29.37万 | 新建仓 |
| NOK | NOKIA CORP | $28.96万 | 0.06% | 21,805 | 10,930 | 100.5% | $14.52万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $28.87万 | 0.06% | 2,695 | -76 | -2.7% | -$8,142 | 减仓 |
| VALE | VALE S A | $28.70万 | 0.06% | 19,081 | 2,105 | 12.4% | $3.17万 | 加仓 |
| CVX | CHEVRON CORPORATION | $28.56万 | 0.06% | 1,723 | 51 | 3.1% | $8,452 | 加仓 |
| TXN | TEXAS INSTRS INC | $28.48万 | 0.06% | 955 | 955 | — | $28.48万 | 新建仓 |
| SHOP | SHOPIFY INC | $28.26万 | 0.06% | 2,475 | 183 | 8.0% | $2.09万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $27.43万 | 0.06% | 1,768 | 10 | 0.6% | $1,551 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $27.40万 | 0.06% | 941 | 10 | 1.1% | $2,912 | 加仓 |
| CI | THE CIGNA GROUP | $26.80万 | 0.06% | 972 | 84 | 9.5% | $2.32万 | 加仓 |
| MTUM | ISHARES TR | $26.41万 | 0.06% | 770 | 770 | — | $26.41万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $26.24万 | 0.05% | 5,223 | 2 | 0.0% | $100 | 加仓 |
| CRM | SALESFORCE INC | $26.02万 | 0.05% | 1,661 | -833 | -33.4% | -$13.05万 | 减仓 |