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 |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | $23.00万 | 0.06% | 362 | 362 | — | $23.00万 | 新建仓 |
| T | AT&T INC | $22.97万 | 0.06% | 7,923 | 7,923 | — | $22.97万 | 新建仓 |
| MET | METLIFE INC | $22.76万 | 0.06% | 3,218 | 310 | 10.7% | $2.19万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $22.71万 | 0.06% | 545 | 28 | 5.4% | $1.17万 | 加仓 |
| AZO | AUTOZONE INC | $22.63万 | 0.06% | 67 | 7 | 11.7% | $2.36万 | 重新持有 |
| QUAL | ISHARES TR | $22.37万 | 0.06% | 1,166 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $22.17万 | 0.06% | 8,091 | 8,091 | — | $22.17万 | 新建仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $21.95万 | 0.06% | 5,197 | 5,197 | — | $21.95万 | 新建仓 |
| FN | FABRINET | $21.75万 | 0.05% | 417 | -53 | -11.3% | -$2.76万 | 减仓 |
| INTU | INTUIT | $21.32万 | 0.05% | 493 | 83 | 20.2% | $3.59万 | 加仓 |
| NWG | NATWEST GROUP PLC | $21.23万 | 0.05% | 14,247 | 14,247 | — | $21.23万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $21.06万 | 0.05% | 1,445 | -71 | -4.7% | -$1.03万 | 减仓 |
| JBGS | JBG SMITH PPTYS | $20.75万 | 0.05% | 14,201 | 158 | 1.1% | $2,308 | 加仓 |
| UNP | UNION PAC CORP | $20.67万 | 0.05% | 852 | 852 | — | $20.67万 | 新建仓 |
| — | HONEYWELL INTL INC | $20.52万 | 0.05% | 908 | 908 | — | $20.52万 | 新建仓 |
| BCS | BARCLAYS PLC | $20.45万 | 0.05% | 9,664 | 9,664 | — | $20.45万 | 新建仓 |
| INFY | INFOSYS LTD | $18.82万 | 0.05% | 13,931 | -2,912 | -17.3% | -$3.93万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $18.32万 | 0.05% | 16,260 | 2,025 | 14.2% | $2.28万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $12.89万 | 0.03% | 14,353 | 261 | 1.9% | $2,344 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $11.95万 | 0.03% | 10,446 | 10,446 | — | $11.95万 | 新建仓 |
| AEG | AEGON LTD | $11.72万 | 0.03% | 16,146 | 16,146 | — | $11.72万 | 新建仓 |
| NOK | NOKIA CORP | $8.74万 | 0.02% | 10,875 | 10,875 | — | $8.74万 | 新建仓 |
| — | MEDICUS PHARMA LTD | $2.32万 | 0.01% | 50,622 | 15,000 | 42.1% | $6,885 | 加仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -3,486 | -100.0% | -$43.68万 | 清仓 |
| SOXL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -6,627 | -100.0% | -$27.85万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -964 | -100.0% | -$25.86万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -417 | -100.0% | -$25.59万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -660 | -100.0% | -$23.10万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -505 | -100.0% | -$22.92万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,572 | -100.0% | -$22.76万 | 清仓 |
| LTM | LATAM AIRLINES GROUP SA | $0 | 0.00% | 0 | -3,996 | -100.0% | -$21.58万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,746 | -100.0% | -$20.52万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -392 | -100.0% | -$20.03万 | 清仓 |