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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 61
增持 31
减持 22
清仓 36
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$126.9M
882,894
+1844%
增持
—
LIBERTY GLOBAL LTD
+$60.1M
3,600,613
+7850%
减持
SPY
SPDR S&P 500 ETF TR
-$48.2M
7,832
-93%
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。
建仓
LBRDK
LIBERTY BROADBAND CORP
+$45.5M
795,051
建仓
—
ADS TEC ENERGY PLC
+$39.4M
3,756,232
增持
—
CARNIVAL PLC
+$39.1M
2,793,220
+2209%
增持
UAA
UNDER ARMOUR INC
+$33.8M
4,587,144
+45593%
建仓
GDX
VANECK ETF TRUST
+$33.3M
1,052,991
增持
AMAT
APPLIED MATLS INC
+$28.4M
140,121
+4610%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$27.9M
44
增持
NWSA
NEWS CORP NEW
+$27.8M
1,110,073
+2111%
建仓
FOX
FOX CORP
+$24.6M
859,596
增持
LEN
LENNAR CORP
+$23.1M
143,605
+1277%
建仓
—
FRONTLINE PLC
+$22.3M
972,548
建仓
GDXJ
VANECK ETF TRUST
+$19.4M
501,985
增持
QRVO
QORVO INC
+$18.1M
171,036
+1171%
建仓
CENTA
CENTRAL GARDEN & PET CO
+$16.7M
451,498
建仓
FWONA
LIBERTY MEDIA CORP DEL
+$16.5M
280,247
建仓
XOP
SPDR SER TR
+$14.7M
94,800
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$14.1M
7,755
-95%
建仓
CCJ
CAMECO CORP
+$13.8M
318,449
减持
MSFT
MICROSOFT CORP
-$13.7M
12,756
-75%
建仓
HEI/A
HEICO CORP NEW
+$13.1M
85,406
建仓
—
LIBERTY MEDIA CORP DEL
+$11.8M
270,391
建仓
ZG
ZILLOW GROUP INC
+$11.7M
245,302
清仓
PTC
PTC INC
-$11.6M
0
-100%
清仓
EIX
EDISON INTL
-$10.8M
0
-100%
减持
SYK
STRYKER CORPORATION
-$10.7M
2,187
-94%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$10.7M
0
-100%
建仓
LIT
GLOBAL X FDS
+$10.2M
224,510
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$10.1M
0
-100%
建仓
—
CLEARWAY ENERGY INC
+$10.0M
463,501
清仓
UNP
UNION PAC CORP
-$9.3M
0
-100%
建仓
XLB
SELECT SECTOR SPDR TR
+$9.2M
98,573
建仓
IGV
ISHARES TR
+$8.9M
104,406
建仓
IHI
ISHARES TR
+$8.7M
148,610
减持
GE
GENERAL ELECTRIC CO
-$8.7M
2,986
-96%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$8.7M
0
-100%
清仓
TDG
TRANSDIGM GROUP INC
-$8.5M
0
-100%
清仓
CR
CRANE COMPANY
-$8.4M
0
-100%
建仓
—
COOL CO LTD
+$8.4M
751,000
减持
ABT
ABBOTT LABS
-$8.3M
20,946
-79%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$8.3M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$8.2M
7,810
-75%
减持
CTAS
CINTAS CORP
-$8.2M
3,337
-81%
清仓
HWM
HOWMET AEROSPACE INC
-$8.1M
0
-100%
增持
META
META PLATFORMS INC
+$8.1M
23,690
+147%
清仓
BHP
BHP GROUP LTD
-$8.1M
0
-100%
清仓
IR
INGERSOLL RAND INC
-$8.1M
0
-100%
清仓
RIO
RIO TINTO PLC
-$8.0M
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC
+$8.0M
27,601
增持
MU
MICRON TECHNOLOGY INC
+$8.0M
76,808
+538%
减持
DE
DEERE & CO
-$7.9M
499
-98%
减持
OMC
OMNICOM GROUP INC
-$7.9M
37,790
-72%
增持
XLF
SELECT SECTOR SPDR TR
+$7.8M
240,949
+287%
增持
—
CRH PLC
+$7.8M
93,209
+2334%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$7.7M
7,301
-93%
建仓
AIG
AMERICAN INTL GROUP INC
+$7.6M
97,550
减持
PH
PARKER-HANNIFIN CORP
-$7.6M
1,184
-93%
减持
RRX
REGAL REXNORD CORPORATION
-$7.5M
3,000
-94%
清仓
XEL
XCEL ENERGY INC
-$7.5M
0
-100%
增持
ADSK
AUTODESK INC
+$7.4M
30,356
+1522%
增持
ED
CONSOLIDATED EDISON INC
+$7.4M
87,553
+1398%
建仓
KBE
SPDR SER TR
+$6.8M
143,980
减持
WEC
WEC ENERGY GROUP INC
-$6.7M
25,507
-76%
增持
GM
GENERAL MTRS CO
+$6.2M
157,023
+546%
增持
RTX
RTX CORPORATION
+$6.2M
75,330
+434%
增持
CRM
SALESFORCE INC
+$5.9M
27,813
+200%
清仓
LNT
ALLIANT ENERGY CORP
-$5.4M
0
-100%
清仓
WDAY
WORKDAY INC
-$5.3M
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$5.3M
0
-100%
建仓
—
EXXON MOBIL CORP
+$5.3M
45,207
建仓
IYT
ISHARES TR
+$5.0M
70,998
减持
KLAC
KLA CORP
-$5.0M
4,812
-66%
清仓
TTC
TORO CO
-$4.9M
0
-100%
清仓
EVRG
EVERGY INC
-$4.9M
0
-100%
建仓
AMLP
ALPS ETF TR
+$4.8M
101,860
清仓
—
ADS TEC ENERGY PLC
-$4.8M
0
-100%
增持
XHB
SPDR SER TR
+$4.8M
75,360
+99%
建仓
UPS
UNITED PARCEL SERVICE INC
+$4.8M
32,148
清仓
ADI
ANALOG DEVICES INC
-$4.7M
0
-100%
建仓
ALB
ALBEMARLE CORP
+$4.5M
33,986
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$4.5M
20,919
减持
XLP
SELECT SECTOR SPDR TR
-$4.4M
35,089
-64%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$4.4M
110,274
+80%
增持
IWM
ISHARES TR
+$4.3M
29,336
+215%
清仓
LOW
LOWES COS INC
-$4.2M
0
-100%
建仓
—
CALLON PETE CO DEL
+$4.0M
111,420
建仓
MOO
VANECK ETF TRUST
+$4.0M
52,918
减持
KLIC
KULICKE & SOFFA INDS INC
-$4.0M
70,049
-49%
建仓
INTC
INTEL CORP
+$3.9M
87,821
减持
—
YANDEX N V
-$3.8M
14,100
-92%
清仓
—
ARCOS DORADOS HOLDINGS INC
-$3.8M
0
-100%
增持
V
VISA INC
+$3.8M
23,136
+123%
增持
—
OUTFRONT MEDIA INC
+$3.6M
229,519
+1368%
增持
AMZN
AMAZON COM INC
+$3.6M
116,061
+2%
清仓
ERIE
ERIE INDTY CO
-$3.6M
0
-100%
建仓
IBB
ISHARES TR
+$3.6M
26,144
增持
FCX
FREEPORT-MCMORAN INC
+$3.6M
81,617
+1196%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.5M
430,362
+12%
建仓
—
LIONS GATE ENTMNT CORP
+$3.5M
376,610
建仓
MELI
MERCADOLIBRE INC
+$3.4M
2,258
建仓
AVGO
BROADCOM INC
+$3.4M
2,566
减持
GOOG
ALPHABET INC
-$3.3M
35,170
-43%
建仓
BX
BLACKSTONE INC
+$3.3M
25,361
清仓
BBY
BEST BUY INC
-$3.3M
0
-100%
建仓
—
TRANSOCEAN LTD
+$3.1M
493,537
减持
NU
NU HLDGS LTD
-$3.1M
89,906
-82%
清仓
JKHY
HENRY JACK & ASSOC INC
-$3.0M
0
-100%
建仓
QSR
RESTAURANT BRANDS INTL INC
+$3.0M
37,960
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$3.0M
13,920
+574%
减持
WDC
WESTERN DIGITAL CORP.
-$3.0M
32,214
-67%
建仓
MBLY
MOBILEYE GLOBAL INC
+$2.9M
91,512
清仓
LSCC
LATTICE SEMICONDUCTOR CORP
-$2.9M
0
-100%
建仓
ITW
ILLINOIS TOOL WKS INC
+$2.9M
10,782
清仓
—
GLOBALFOUNDRIES INC
-$2.8M
0
-100%
建仓
AMX
AMERICA MOVIL SAB DE CV
+$2.8M
151,639
增持
URG
UR-ENERGY INC
+$2.8M
1,846,755
+1833%
减持
MRK
MERCK & CO INC
-$2.8M
20,883
-59%
建仓
CHRD
CHORD ENERGY CORPORATION
+$2.8M
15,618
建仓
LPX
LOUISIANA PAC CORP
+$2.8M
32,995
建仓
CIVI
CIVITAS RESOURCES INC
+$2.8M
36,386
增持
—
BROOKFIELD RENEWABLE CORP
+$2.8M
135,369
+579%
增持
AAPL
APPLE INC
+$2.7M
81,626
+40%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$2.7M
31,300
建仓
XLC
SELECT SECTOR SPDR TR
+$2.7M
32,845
清仓
CMCSA
COMCAST CORP NEW
-$2.6M
0
-100%
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$2.5M
21,284
建仓
SOXX
ISHARES TR
+$2.5M
11,191
建仓
TX
TERNIUM SA
+$2.5M
60,458
建仓
HUM
HUMANA INC
+$2.4M
7,024
建仓
MMM
3M CO
+$2.4M
22,870
建仓
—
BURFORD CAP LTD
+$2.4M
151,410
建仓
KIE
SPDR SER TR
+$2.3M
44,783
建仓
CMA
COMERICA INC
+$2.3M
42,100
清仓
NFLX
NETFLIX INC
-$2.3M
0
-100%
建仓
PNC
PNC FINL SVCS GROUP INC
+$2.3M
14,000
清仓
FWONK
LIBERTY MEDIA CORP DEL
-$2.3M
0
-100%
增持
CX
CEMEX SAB DE CV
+$2.2M
421,747
+110%
建仓
BPOP
POPULAR INC
+$2.2M
25,330
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$2.2M
0
-100%
建仓
MS
MORGAN STANLEY
+$2.2M
23,570
清仓
BA
BOEING CO
-$2.2M
0
-100%
建仓
NTAP
NETAPP INC
+$2.2M
21,088
清仓
T
AT&T INC
-$2.2M
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$2.2M
26,806
清仓
AZO
AUTOZONE INC
-$2.2M
0
-100%
增持
YPF
YPF SOCIEDAD ANONIMA
+$2.2M
122,808
+689%
建仓
ES
EVERSOURCE ENERGY
+$2.2M
36,091
清仓
WPC
WP CAREY INC
-$2.2M
0
-100%
