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MIRABELLA FINANCIAL SERVICES LLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MIRABELLA FINANCIAL SERVICES LLP
报告期 2026-03-31 · CIK 0001538853
持仓数
889
前50大市值合计
$583.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 41
增持 34
减持 26
清仓 49
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$50.6M
110,000
+2685%
减持
NEM
NEWMONT CORP
-$20.5M
9,004
-98%
清仓
ROP
ROPER TECHNOLOGIES INC
-$20.3M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
DHR
DANAHER CORPORATION
-$20.0M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$14.7M
30,878
+2052%
增持
AMZN
AMAZON COM INC
+$14.6M
113,933
+431%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$14.5M
384,830
增持
MSFT
MICROSOFT CORP
+$13.6M
50,718
+191%
减持
LNG
CHENIERE ENERGY INC
-$13.2M
1,479
-98%
清仓
LULU
LULULEMON ATHLETICA INC
-$12.1M
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$11.8M
12,048
-94%
建仓
PTC
PTC INC
+$11.6M
66,296
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$11.4M
145,605
+240%
增持
AAPL
APPLE INC
+$10.8M
58,485
+1995%
建仓
ABT
ABBOTT LABS
+$10.7M
97,471
建仓
CTAS
CINTAS CORP
+$10.5M
17,351
减持
FCX
FREEPORT-MCMORAN INC
-$10.0M
6,300
-98%
减持
—
CRH PLC
-$10.0M
3,829
-98%
清仓
TTD
THE TRADE DESK INC
-$9.9M
0
-100%
清仓
ARMK
ARAMARK
-$9.8M
0
-100%
清仓
EMR
EMERSON ELEC CO
-$9.7M
0
-100%
减持
—
LINDE PLC
-$9.5M
4,080
-86%
建仓
GOOG
ALPHABET INC
+$8.7M
61,735
增持
UNP
UNION PAC CORP
+$8.6M
37,948
+1040%
减持
OIH
VANECK ETF TRUST
-$8.6M
675
-97%
增持
EIX
EDISON INTL
+$8.5M
150,938
+309%
建仓
CR
CRANE COMPANY
+$8.4M
71,493
减持
FDX
FEDEX CORP
-$8.4M
2,986
-91%
建仓
KLAC
KLA CORP
+$8.3M
14,305
清仓
APO
APOLLO GLOBAL MGMT INC
-$8.3M
0
-100%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$8.3M
49,699
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$8.1M
106,092
+3073%
建仓
HWM
HOWMET AEROSPACE INC
+$8.1M
150,164
建仓
DE
DEERE & CO
+$8.1M
20,282
建仓
BHP
BHP GROUP LTD
+$8.1M
118,500
建仓
RRX
REGAL REXNORD CORPORATION
+$8.1M
54,410
建仓
RIO
RIO TINTO PLC
+$8.0M
108,000
清仓
XPO
XPO INC
-$8.0M
0
-100%
增持
OMC
OMNICOM GROUP INC
+$8.0M
133,150
+183%
清仓
—
KELLANOVA
-$8.0M
0
-100%
清仓
XOP
SPDR SER TR
-$8.0M
0
-100%
增持
TDG
TRANSDIGM GROUP INC
+$8.0M
8,355
+1384%
清仓
IYR
ISHARES TR
-$7.9M
0
-100%
增持
IR
INGERSOLL RAND INC
+$7.8M
104,200
+2817%
建仓
KLIC
KULICKE & SOFFA INDS INC
+$7.5M
137,015
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$7.3M
0
-100%
清仓
CSX
CSX CORP
-$7.0M
0
-100%
清仓
LII
LENNOX INTL INC
-$7.0M
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$6.9M
0
-100%
清仓
KIE
SPDR SER TR
-$6.8M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$6.8M
8,211
-84%
减持
HUBB
HUBBELL INC
-$6.8M
766
-97%
增持
WEC
WEC ENERGY GROUP INC
+$6.7M
104,610
+304%
减持
SNPS
SYNOPSYS INC
-$6.6M
427
-97%
减持
NXE
NEXGEN ENERGY LTD
-$6.4M
20,602
-98%
清仓
FLS
FLOWSERVE CORP
-$6.4M
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
+$6.1M
98,442
+579%
清仓
IQV
IQVIA HLDGS INC
-$6.1M
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$6.0M
0
-100%
清仓
HON
HONEYWELL INTL INC
-$6.0M
0
-100%
清仓
—
NVENT ELECTRIC PLC
-$5.9M
0
-100%
清仓
VC
VISTEON CORP
-$5.8M
0
-100%
减持
OC
OWENS CORNING NEW
-$5.8M
1,752
-96%
增持
SYK
STRYKER CORPORATION
+$5.7M
38,426
+80%
建仓
MRK
MERCK & CO INC
+$5.6M
50,969
增持
XEL
XCEL ENERGY INC
+$5.5M
120,690
+245%
建仓
WDAY
WORKDAY INC
+$5.3M
19,128
减持
TECK
TECK RESOURCES LTD
-$5.0M
124,266
-48%
建仓
TTC
TORO CO
+$4.9M
51,063
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$4.9M
0
-100%
建仓
—
ADS TEC ENERGY PLC
+$4.8M
1,353,285
清仓
BP
BP PLC
-$4.8M
0
-100%
减持
—
APTIV PLC
-$4.8M
5,499
-90%
清仓
AMX
AMERICA MOVIL SAB DE CV
-$4.6M
0
-100%
建仓
LOW
LOWES COS INC
+$4.2M
18,799
清仓
BCE
BCE INC
-$4.2M
0
-100%
建仓
NU
NU HLDGS LTD
+$4.1M
497,698
建仓
WMT
WALMART INC
+$4.1M
25,957
增持
XLE
SELECT SECTOR SPDR TR
+$4.1M
62,700
+382%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$3.9M
54,030
+41%
增持
EVRG
EVERGY INC
+$3.9M
93,776
+376%
清仓
LAUR
LAUREATE EDUCATION INC
-$3.9M
0
-100%
建仓
—
ASML HOLDING N V
+$3.8M
5,040
清仓
REM
ISHARES TR
-$3.7M
0
-100%
增持
LNT
ALLIANT ENERGY CORP
+$3.6M
105,133
+190%
减持
ADSK
AUTODESK INC
-$3.6M
1,872
-90%
减持
—
EVEREST GROUP LTD
-$3.6M
2,728
-78%
增持
WDC
WESTERN DIGITAL CORP.
+$3.6M
98,324
+181%
清仓
CPB
CAMPBELL SOUP CO
-$3.3M
0
-100%
减持
IE
IVANHOE ELECTRIC INC
-$3.3M
19,779
-93%
清仓
ARKW
ARK ETF TR
-$3.2M
0
-100%
建仓
—
ADECOAGRO S A
+$3.2M
285,400
减持
GT
GOODYEAR TIRE & RUBR CO
-$3.1M
39,612
-87%
清仓
ADBE
ADOBE INC
-$3.0M
0
-100%
减持
QCOM
QUALCOMM INC
-$3.0M
16,225
-66%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$2.9M
61,288
+85%
建仓
LSCC
LATTICE SEMICONDUCTOR CORP
+$2.9M
42,318
清仓
—
JUNIPER NETWORKS INC
-$2.9M
0
-100%
建仓
—
GLOBALFOUNDRIES INC
+$2.8M
47,017
增持
ERIE
ERIE INDTY CO
+$2.8M
10,729
+303%
建仓
CMCSA
COMCAST CORP NEW
+$2.6M
60,200
增持
JKHY
HENRY JACK & ASSOC INC
+$2.6M
18,524
+561%
清仓
XLV
SELECT SECTOR SPDR TR
-$2.6M
0
-100%
减持
ADI
ANALOG DEVICES INC
-$2.5M
23,854
-42%
清仓
—
ACTIVISION BLIZZARD INC
-$2.5M
0
-100%
增持
BBY
BEST BUY INC
+$2.5M
42,223
+253%
清仓
D
DOMINION ENERGY INC
-$2.4M
0
-100%
建仓
CRM
SALESFORCE INC
+$2.4M
9,272
增持
META
META PLATFORMS INC
+$2.4M
9,605
+191%
清仓
ROST
ROSS STORES INC
-$2.4M
0
-100%
减持
QRVO
QORVO INC
-$2.4M
13,462
-67%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.4M
29,393
+53%
清仓
CG
CARLYLE GROUP INC
-$2.4M
0
-100%
清仓
VICI
VICI PPTYS INC
-$2.3M
0
-100%
建仓
NFLX
NETFLIX INC
+$2.3M
4,686
清仓
AMP
AMERIPRISE FINL INC
-$2.3M
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$2.2M
0
-100%
建仓
—
COPA HOLDINGS SA
+$2.2M
21,055
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$2.2M
41,394
建仓
BA
BOEING CO
+$2.2M
8,512
减持
HPQ
HP INC
-$2.2M
14,707
-86%
建仓
AZO
AUTOZONE INC
+$2.2M
841
清仓
PPG
PPG INDS INC
-$2.2M
0
-100%
建仓
WPC
WP CAREY INC
+$2.2M
33,276
清仓
—
TE CONNECTIVITY LTD
-$2.2M
0
-100%
增持
—
ARCOS DORADOS HOLDINGS INC
+$2.2M
296,401
+74%
减持
ENB
ENBRIDGE INC
-$2.1M
6,929
-90%
清仓
UPS
UNITED PARCEL SERVICE INC
-$2.1M
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$2.1M
17,826
+14%
清仓
DHI
D R HORTON INC
-$2.1M
0
-100%
清仓
CBOE
CBOE GLOBAL MKTS INC
-$2.1M
0
-100%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$2.1M
0
-100%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$2.1M
21,361
+34%
清仓
BN
BROOKFIELD CORP
-$2.1M
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$2.1M
0
-100%
减持
ARES
ARES MANAGEMENT CORPORATION
-$2.1M
2,596
-89%
建仓
—
CELESTICA INC
+$2.0M
69,290
建仓
CMI
CUMMINS INC
+$2.0M
8,310
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$2.0M
117,245
减持
KKR
KKR & CO INC
-$2.0M
7,541
-82%
增持
GOOGL
ALPHABET INC
+$1.9M
45,427
+34%
建仓
IWM
ISHARES TR
+$1.9M
9,322
建仓
FTNT
FORTINET INC
+$1.9M
32,273
建仓
MA
MASTERCARD INCORPORATED
+$1.9M
4,420
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$1.9M
36,357
清仓
CPT
CAMDEN PPTY TR
-$1.8M
0
-100%
增持
V
VISA INC
+$1.8M
10,369
+176%
增持
MAR
MARRIOTT INTL INC NEW
+$1.8M
11,783
+177%
建仓
JPM
JPMORGAN CHASE & CO
+$1.8M
10,672
增持
WM
WASTE MGMT INC DEL
+$1.8M
14,544
+181%
