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May Hill Capital, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
May Hill Capital, LLC
报告期 2026-03-31 · CIK 0002056340
持仓数
223
前50大市值合计
$308.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 32
增持 54
减持 38
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
DYNF
BLACKROCK ETF TRUST
+$4.9M
118,298
+273%
增持
IVW
ISHARES TR
+$3.6M
50,753
+143%
增持
IVE
ISHARES TR
+$3.4M
24,954
+214%
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。
增持
IWB
ISHARES TR
+$2.9M
86,155
+0%
增持
BRTR
BLACKROCK ETF TRUST II
+$2.6M
71,541
+254%
减持
AGG
ISHARES TR
-$2.5M
26,654
-49%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
35,545
+13%
增持
MSFT
MICROSOFT CORP
+$2.1M
11,674
+20%
增持
IEFA
ISHARES TR
+$1.8M
96,591
+17%
建仓
THRO
BLACKROCK ETF TRUST
+$1.8M
49,485
增持
IYW
ISHARES TR
+$1.7M
12,377
+267%
清仓
SPYM
SPDR SER TR
-$1.5M
0
-100%
增持
TLH
ISHARES TR
+$1.4M
17,018
+448%
减持
IVV
ISHARES TR
+$1.4M
81,710
-7%
清仓
BND
VANGUARD BD INDEX FDS
-$1.3M
0
-100%
减持
ITOT
ISHARES TR
-$1.2M
24,264
-34%
增持
META
META PLATFORMS INC
+$1.0M
5,285
+7%
增持
MBB
ISHARES TR
+$986.3K
13,160
+395%
建仓
BAI
BLACKROCK ETF TRUST
+$964.1K
33,416
建仓
IAGG
ISHARES TR
+$903.3K
17,680
增持
AMZN
AMAZON COM INC
+$860.9K
13,887
+21%
增持
AVGO
BROADCOM INC
+$825.3K
6,730
+9%
减持
SUB
ISHARES TR
-$735.8K
22,325
-24%
增持
VGT
VANGUARD WORLD FD
+$729.8K
1,492
+211%
减持
SCHM
SCHWAB STRATEGIC TR
-$690.3K
85,110
-28%
清仓
HYG
ISHARES TR
-$686.3K
0
-100%
增持
NFLX
NETFLIX INC
+$640.9K
1,457
+4%
增持
IAU
ISHARES GOLD TR
+$628.5K
14,271
+222%
清仓
ADBE
ADOBE INC
-$616.7K
0
-100%
减持
IJH
ISHARES TR
-$613.7K
169,759
-11%
减持
MUB
ISHARES TR
-$601.2K
64,351
-7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$562.4K
6,664
+17%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$531.5K
3,899
增持
SAP
SAP SE
+$521.1K
3,622
+68%
减持
IEMG
ISHARES INC
+$514.7K
139,707
-4%
减持
TTMI
TTM TECHNOLOGIES INC
+$485.4K
24,338
-2%
增持
PG
PROCTER AND GAMBLE CO
+$474.9K
5,253
+147%
减持
FLOT
ISHARES TR
-$441.4K
9,268
-48%
减持
BABA
ALIBABA GROUP HLDG LTD
-$440.3K
4,740
-36%
清仓
SPSB
SPDR SER TR
-$417.8K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$413.7K
56,685
-12%
建仓
SMH
VANECK ETF TRUST
+$408.8K
1,466
增持
BSX
BOSTON SCIENTIFIC CORP
+$401.4K
60,673
+0%
增持
GOOG
ALPHABET INC
+$397.3K
7,184
+28%
增持
BINC
BLACKROCK ETF TRUST II
+$388.4K
12,185
+150%
清仓
BP
BP PLC
-$382.4K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$380.4K
1,291
减持
VOO
VANGUARD INDEX FDS
+$369.6K
6,858
-0%
建仓
LOW
LOWES COS INC
+$360.3K
1,624
建仓
HIMU
BLACKROCK ETF TRUST II
+$355.0K
7,300
建仓
IBN
ICICI BANK LIMITED
+$337.8K
10,041
增持
JPM
JPMORGAN CHASE & CO.
+$337.4K
5,530
+7%
建仓
XLY
SELECT SECTOR SPDR TR
+$332.7K
1,531
减持
LLY
ELI LILLY & CO
-$323.6K
1,261
-20%
减持
IXUS
ISHARES TR
-$321.1K
5,696
-48%
建仓
XLC
SELECT SECTOR SPDR TR
+$314.4K
2,897
建仓
COF
CAPITAL ONE FINL CORP
+$312.9K
1,470
建仓
TYL
TYLER TECHNOLOGIES INC
+$310.1K
523
建仓
GEV
GE VERNOVA INC
+$305.8K
578
减持
VO
VANGUARD INDEX FDS
+$304.1K
24,702
-3%
增持
TSLA
TESLA INC
+$295.7K
2,601
+27%
增持
NVS
NOVARTIS AG
+$292.1K
6,274
+50%
减持
VB
VANGUARD INDEX FDS
+$292.0K
26,762
-2%
增持
HDB
HDFC BANK LTD
+$291.8K
9,050
+50%
清仓
SNY
SANOFI
-$289.9K
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$288.0K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$287.7K
49,354
-1%
清仓
SUSB
ISHARES TR
-$285.1K
0
-100%
建仓
INFY
INFOSYS LTD
+$283.4K
15,295
减持
VUG
VANGUARD INDEX FDS
+$278.2K
5,121
-3%
建仓
T
AT&T INC
+$265.6K
9,177
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$257.8K
0
-100%
清仓
—
NXP SEMICONDUCTORS N V
-$256.2K
0
-100%
增持
GOOGL
ALPHABET INC
+$255.7K
7,818
+8%
减持
PDD
PDD HOLDINGS INC
-$250.2K
2,448
-43%
增持
LRCX
LAM RESEARCH CORP
+$249.0K
8,570
+6%
增持
GS
GOLDMAN SACHS GROUP INC
+$245.7K
1,214
+8%
建仓
WFC
WELLS FARGO CO NEW
+$245.5K
3,064
清仓
HON
HONEYWELL INTL INC
-$245.0K
0
-100%
建仓
NGG
NATIONAL GRID PLC
+$244.5K
3,286
建仓
HWM
HOWMET AEROSPACE INC
+$243.6K
1,309
清仓
—
HESS CORP
-$242.8K
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$234.1K
4,471
清仓
IUSV
ISHARES TR
-$234.1K
0
-100%
减持
SCZ
ISHARES TR
-$233.1K
17,034
-26%
清仓
USHY
ISHARES TR
-$231.2K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC
+$227.0K
519
建仓
SE
SEA LTD
+$225.0K
1,407
清仓
RY
ROYAL BK CDA
-$224.4K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$223.0K
746
清仓
UNP
UNION PAC CORP
-$221.8K
0
-100%
清仓
CRUS
CIRRUS LOGIC INC
-$221.2K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$220.6K
0
-100%
减持
IJR
ISHARES TR
+$220.1K
63,598
-1%
清仓
—
CREDICORP LTD
-$220.0K
0
-100%
增持
AAPL
APPLE INC
+$219.9K
23,063
+14%
建仓
XLV
SELECT SECTOR SPDR TR
+$218.9K
1,624
清仓
EQNR
EQUINOR ASA
-$216.7K
0
-100%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$213.7K
1,165
建仓
QUAL
ISHARES TR
+$213.6K
1,168
清仓
HYLB
DBX ETF TR
-$213.0K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$212.9K
2,282
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$212.5K
689
建仓
SOXL
DIREXION SHS ETF TR
+$209.5K
8,345
建仓
RIO
RIO TINTO PLC
+$208.5K
3,574
减持
ORCL
ORACLE CORP
+$205.6K
3,002
-7%
减持
ABBV
ABBVIE INC
-$203.6K
2,973
-18%
增持
MA
MASTERCARD INCORPORATED
+$201.9K
1,321
+34%
减持
HAE
HAEMONETICS CORP MASS
+$196.7K
17,917
-0%
增持
—
UNILEVER PLC
+$194.4K
10,375
+40%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$194.3K
37,514
-17%
减持
BA
BOEING CO
-$188.3K
1,793
-46%
减持
UNH
UNITEDHEALTH GROUP INC
-$187.0K
700
-10%
减持
FISV
FISERV INC
-$186.3K
3,437
-3%
增持
BKNG
BOOKING HOLDINGS INC
+$184.3K
113
+11%
增持
—
ROYAL CARIBBEAN GROUP
+$166.7K
1,512
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$155.0K
2,706
-0%
减持
—
EXXON MOBIL CORP
-$153.1K
5,903
-11%
减持
SCHF
SCHWAB STRATEGIC TR
+$153.1K
77,856
-2%
减持
AMGN
AMGEN INC
-$150.9K
929
-29%
清仓
VOD
VODAFONE GROUP PLC NEW
-$145.9K
0
-100%
增持
WMT
WALMART INC
+$134.4K
8,879
+6%
增持
NTES
NETEASE INC
+$127.7K
2,487
+24%
减持
MCD
MCDONALDS CORP
-$126.2K
1,098
-23%
清仓
HLN
HALEON PLC
-$121.8K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$118.1K
33,733
+0%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$117.6K
19,757
+75%
增持
GE
GE AEROSPACE
+$116.0K
1,835
+3%
增持
—
EATON CORP PLC
+$115.2K
1,043
+10%
增持
CSCO
CISCO SYS INC
+$114.3K
7,120
+16%
减持
VXF
VANGUARD INDEX FDS
+$111.0K
11,486
-6%
增持
BTI
BRITISH AMERN TOB PLC
+$109.7K
9,584
+15%
建仓
MDCX
MEDICUS PHARMA LTD
+$106.5K
35,622
增持
PM
PHILIP MORRIS INTL INC
+$105.5K
3,505
+4%
增持
AXP
AMERICAN EXPRESS CO
+$98.9K
1,178
+14%
减持
HUBS
HUBSPOT INC
-$95.9K
1,321
-9%
建仓
UMC
UNITED MICROELECTRONICS CORP
+$95.3K
12,460
增持
VTI
VANGUARD INDEX FDS
+$93.7K
2,323
+4%
增持
C
CITIGROUP INC
+$93.5K
5,597
+4%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$92.1K
6,185
+1%
增持
SHEL
SHELL PLC
+$91.4K
11,723
+17%
减持
VALE
VALE S A
-$91.3K
12,462
-41%
增持
CAT
CATERPILLAR INC
+$90.5K
809
+19%
清仓
ITUB
ITAU UNIBANCO HLDG S A
-$85.2K
0
-100%
减持
MRK
MERCK & CO INC
-$81.6K
4,705
-7%
增持
EMR
EMERSON ELEC CO
+$78.7K
3,098
+2%
清仓
TELFY
TELEFONICA S A
-$78.1K
0
-100%
增持
KO
COCA COLA CO
+$75.3K
6,562
+21%
增持
SCHC
SCHWAB STRATEGIC TR
+$74.6K
11,083
+0%
增持
COST
COSTCO WHSL CORP NEW
+$74.0K
884
+4%
