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 |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | $25.30万 | 0.05% | 637 | 637 | — | $25.30万 | 新建仓 |
| QUAL | ISHARES TR | $25.19万 | 0.05% | 1,148 | -18 | -1.5% | -$3,950 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $25.10万 | 0.05% | 5,518 | 5,518 | — | $25.10万 | 新建仓 |
| UNP | UNION PAC CORP | $25.00万 | 0.05% | 919 | 67 | 7.9% | $1.82万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $24.91万 | 0.05% | 744 | 744 | — | $24.91万 | 新建仓 |
| PEP | PEPSICO INC | $24.78万 | 0.05% | 1,830 | -210 | -10.3% | -$2.84万 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $24.77万 | 0.05% | 7,344 | 7,344 | — | $24.77万 | 新建仓 |
| APH | AMPHENOL CORP | $24.48万 | 0.05% | 1,389 | 1,389 | — | $24.48万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $24.06万 | 0.05% | 2,192 | 2,192 | — | $24.06万 | 新建仓 |
| HDB | HDFC BANK LTD | $24.06万 | 0.05% | 9,313 | -13,627 | -59.4% | -$35.20万 | 重新持有 |
| BKR | BAKER HUGHES COMPANY | $23.85万 | 0.05% | 4,297 | -27 | -0.6% | -$1,499 | 减仓 |
| R | RYDER SYS INC | $23.71万 | 0.05% | 899 | 899 | — | $23.71万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.54万 | 0.05% | 1,051 | 223 | 26.9% | $4.99万 | 重新持有 |
| ROK | ROCKWELL AUTOMATION INC | $23.47万 | 0.05% | 474 | 474 | — | $23.47万 | 新建仓 |
| FN | FABRINET | $23.44万 | 0.05% | 417 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $23.42万 | 0.05% | 3,193 | 3,193 | — | $23.42万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $23.31万 | 0.05% | 3,128 | -97 | -3.0% | -$7,229 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.07万 | 0.05% | 5,449 | 5,449 | — | $23.07万 | 新建仓 |
| BIIB | BIOGEN INC | $22.92万 | 0.05% | 1,061 | 1,061 | — | $22.92万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $22.81万 | 0.05% | 560 | -135 | -19.4% | -$5.50万 | 减仓 |
| AFL | AFLAC INC | $22.79万 | 0.05% | 1,944 | 1,944 | — | $22.79万 | 新建仓 |
| STIP | ISHARES TR | $22.74万 | 0.05% | 2,226 | 2,226 | — | $22.74万 | 新建仓 |
| QCOM | QUALCOMM INC | $22.67万 | 0.05% | 1,227 | 11 | 0.9% | $2,033 | 重新持有 |
| PHG | KONINKLIJKE PHILIPS N V | $22.62万 | 0.05% | 8,320 | 229 | 2.8% | $6,227 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $22.62万 | 0.05% | 639 | 639 | — | $22.62万 | 新建仓 |
| NOW | SERVICENOW INC | $22.60万 | 0.05% | 2,276 | 2,276 | — | $22.60万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $22.56万 | 0.05% | 2,347 | 2,347 | — | $22.56万 | 新建仓 |
| PFE | PFIZER INC | $22.50万 | 0.05% | 9,343 | -2,842 | -23.3% | -$6.84万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $22.49万 | 0.05% | 9,539 | 9,539 | — | $22.49万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $22.45万 | 0.05% | 2,088 | 2,088 | — | $22.45万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $22.30万 | 0.05% | 709 | 709 | — | $22.30万 | 新建仓 |
| DIS | DISNEY WALT CO | $22.05万 | 0.05% | 2,291 | 2,291 | — | $22.05万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $21.98万 | 0.05% | 165 | 165 | — | $21.98万 | 新建仓 |
| URI | UNITED RENTALS INC | $21.86万 | 0.05% | 193 | 193 | — | $21.86万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.86万 | 0.05% | 3,793 | -202 | -5.1% | -$1.16万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $21.62万 | 0.05% | 1,401 | -44 | -3.0% | -$6,791 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $21.51万 | 0.04% | 3,568 | -5,447 | -60.4% | -$32.84万 | 重新持有 |
| VFMF | VANGUARD WELLINGTON FD | $21.35万 | 0.04% | 1,207 | 1,207 | — | $21.35万 | 新建仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $20.97万 | 0.04% | 3,482 | 3,482 | — | $20.97万 | 新建仓 |
| JD | JD.COM INC | $20.90万 | 0.04% | 8,202 | -3,499 | -29.9% | -$8.92万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $20.69万 | 0.04% | 2,867 | -355 | -11.0% | -$2.56万 | 减仓 |
| IBN | ICICI BANK LIMITED | $20.51万 | 0.04% | 7,064 | 7,064 | — | $20.51万 | 新建仓 |
| JBGS | JBG SMITH PPTYS | $20.34万 | 0.04% | 13,868 | -333 | -2.3% | -$4,885 | 减仓 |
| DEO | DIAGEO PLC | $20.20万 | 0.04% | 2,513 | 2,513 | — | $20.20万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $20.18万 | 0.04% | 775 | 775 | — | $20.18万 | 新建仓 |
| PUK | PRUDENTIAL PLC | $20.13万 | 0.04% | 7,508 | 7,508 | — | $20.13万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $17.71万 | 0.04% | 15,880 | -380 | -2.3% | -$4,237 | 减仓 |
| HLN | HALEON PLC | $17.51万 | 0.04% | 18,772 | -5,603 | -23.0% | -$5.23万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $16.11万 | 0.03% | 19,720 | -16,669 | -45.8% | -$13.62万 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $15.41万 | 0.03% | 12,845 | 2,399 | 23.0% | $2.88万 | 加仓 |
| AEG | AEGON LTD | $14.96万 | 0.03% | 17,730 | 1,584 | 9.8% | $1.34万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $11.16万 | 0.02% | 11,653 | 11,653 | — | $11.16万 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $10.48万 | 0.02% | 18,135 | 18,135 | — | $10.48万 | 新建仓 |
| ABEV | AMBEV SA | $10.18万 | 0.02% | 32,422 | 32,422 | — | $10.18万 | 新建仓 |
| WIT | WIPRO LTD | $2.70万 | 0.01% | 12,015 | 12,015 | — | $2.70万 | 新建仓 |
| — | MEDICUS PHARMA LTD | $2.26万 | 0.00% | 50,622 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -17,009 | -100.0% | -$128.57万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -5,157 | -100.0% | -$52.69万 | 清仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -7,947 | -100.0% | -$38.13万 | 清仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $0 | 0.00% | 0 | -13,637 | -100.0% | -$25.26万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -1,096 | -100.0% | -$25.19万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -985 | -100.0% | -$24.04万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -7,019 | -100.0% | -$23.27万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,923 | -100.0% | -$22.97万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -67 | -100.0% | -$22.63万 | 清仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $0 | 0.00% | 0 | -5,197 | -100.0% | -$21.95万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -493 | -100.0% | -$21.32万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -908 | -100.0% | -$20.52万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | -13,931 | -100.0% | -$18.82万 | 清仓 |