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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 15
增持 76
减持 41
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$8.5M
54,605
+783%
增持
IVV
ISHARES TR
+$5.7M
84,331
+3%
增持
DYNF
BLACKROCK ETF TRUST
+$3.3M
165,294
+40%
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
IVW
ISHARES TR
+$3.2M
72,401
+43%
增持
IVE
ISHARES TR
+$3.0M
38,085
+53%
减持
BSX
BOSTON SCIENTIFIC CORP
-$3.0M
36,433
-40%
增持
VTI
VANGUARD INDEX FDS
+$2.6M
9,971
+329%
减持
IWB
ISHARES TR
+$2.1M
85,865
-0%
减持
AGG
ISHARES TR
-$1.9M
7,364
-72%
增持
AAPL
APPLE INC
+$1.8M
25,830
+12%
减持
IEFA
ISHARES TR
-$1.8M
72,106
-25%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
38,103
+7%
增持
IAU
ISHARES GOLD TR
+$1.1M
26,808
+88%
增持
TLH
ISHARES TR
+$1.1M
26,996
+59%
减持
VXF
VANGUARD INDEX FDS
-$1.0M
5,584
-51%
增持
IEMG
ISHARES INC
+$962.9K
141,831
+2%
增持
MSFT
MICROSOFT CORP
+$871.6K
12,894
+10%
增持
THRO
BLACKROCK ETF TRUST
+$861.2K
69,253
+40%
增持
GOOG
ALPHABET INC
+$802.6K
8,528
+19%
增持
BABA
ALIBABA GROUP HLDG LTD
+$795.8K
7,460
+57%
建仓
SHLD
GLOBAL X FDS
+$789.4K
11,239
增持
GOOGL
ALPHABET INC
+$787.3K
8,906
+14%
增持
BAI
BLACKROCK ETF TRUST
+$780.5K
51,069
+53%
增持
BRTR
BLACKROCK ETF TRUST II
+$778.7K
86,177
+20%
减持
ALX
ALEXANDERS INC
-$585.0K
2,250
-54%
增持
MUB
ISHARES TR
+$568.4K
68,474
+6%
增持
AMZN
AMAZON COM INC
+$517.6K
16,233
+17%
增持
AVGO
BROADCOM INC
+$514.9K
7,184
+7%
增持
TSLA
TESLA INC
+$488.8K
2,957
+14%
减持
IJH
ISHARES TR
-$476.6K
154,027
-9%
减持
PG
PROCTER AND GAMBLE CO
-$470.3K
2,386
-55%
增持
HIMU
BLACKROCK ETF TRUST II
+$460.1K
16,569
+127%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$455.8K
10,400
-50%
减持
VGT
VANGUARD WORLD FD
-$452.4K
720
-52%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$444.6K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$414.5K
6,888
+3%
增持
IAGG
ISHARES TR
+$391.7K
25,277
+43%
清仓
BA
BOEING CO
-$375.7K
0
-100%
建仓
BHP
BHP GROUP LTD
+$372.4K
6,679
减持
SCZ
ISHARES TR
-$358.7K
11,462
-33%
清仓
XLY
SELECT SECTOR SPDR TR
-$332.7K
0
-100%
建仓
WPP
WPP PLC NEW
+$332.7K
13,281
建仓
PEP
PEPSICO INC
+$329.5K
2,346
增持
PDD
PDD HOLDINGS INC
+$319.7K
4,357
+78%
减持
IJR
ISHARES TR
+$316.7K
61,158
-4%
清仓
XLC
SELECT SECTOR SPDR TR
-$314.4K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$308.8K
49,339
-13%
增持
VOO
VANGUARD INDEX FDS
+$305.2K
6,859
+0%
清仓
ANSS
ANSYS INC
-$303.8K
0
-100%
建仓
LTM
LATAM AIRLINES GROUP SA
+$294.4K
6,505
增持
UNH
UNITEDHEALTH GROUP INC
+$286.8K
1,463
+109%
清仓
INFY
INFOSYS LTD
-$283.4K
0
-100%
减持
IYW
ISHARES TR
-$282.6K
9,507
-23%
减持
SUB
ISHARES TR
-$279.1K
19,620
-12%
增持
—
ASML HOLDING N V
+$266.6K
926
+18%
清仓
T
AT&T INC
-$265.6K
0
-100%
增持
LOW
LOWES COS INC
+$257.9K
2,460
+51%
增持
HAE
HAEMONETICS CORP MASS
-$247.5K
22,348
+25%
增持
SPY
SPDR S&P 500 ETF TR
+$241.5K
2,872
+6%
增持
MS
MORGAN STANLEY
+$238.7K
3,391
+59%
建仓
BP
BP PLC
+$235.2K
6,824
建仓
PFE
PFIZER INC
+$234.7K
9,211
清仓
XLF
SELECT SECTOR SPDR TR
-$234.1K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$233.3K
3,336
+32%
清仓
—
ACCENTURE PLC IRELAND
-$223.0K
0
-100%
减持
NFLX
NETFLIX INC
-$222.3K
1,442
-1%
减持
FLOT
ISHARES TR
-$221.7K
4,916
-47%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$219.1K
1,354
清仓
XLV
SELECT SECTOR SPDR TR
-$218.9K
0
-100%
建仓
EQNR
EQUINOR ASA
+$215.5K
8,841
清仓
QUAL
ISHARES TR
-$213.6K
0
-100%
建仓
IDMO
INVESCO EXCH TRADED FD TR II
+$213.1K
3,946
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$212.5K
0
-100%
建仓
GLDM
WORLD GOLD TR
+$212.3K
2,777
建仓
PANW
PALO ALTO NETWORKS INC
+$210.1K
1,032
清仓
SOXL
DIREXION SHS ETF TR
-$209.5K
0
-100%
增持
NVS
NOVARTIS AG
+$203.2K
7,505
+20%
减持
VO
VANGUARD INDEX FDS
-$201.3K
22,847
-8%
增持
ORCL
ORACLE CORP
+$199.0K
3,041
+1%
增持
BAC
BANK AMERICA CORP
+$197.7K
11,443
+38%
减持
SAP
SAP SE
-$192.1K
3,403
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$191.0K
5,688
+3%
增持
ABBV
ABBVIE INC
+$186.8K
3,190
+7%
减持
VUG
VANGUARD INDEX FDS
+$180.6K
5,057
-1%
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$180.4K
14,251
减持
LRCX
LAM RESEARCH CORP
+$177.0K
7,552
-12%
减持
SMH
VANECK ETF TRUST
-$169.6K
733
-50%
增持
BINC
BLACKROCK ETF TRUST II
+$154.0K
14,987
+23%
增持
FISV
FISERV INC
-$149.3K
3,438
+0%
增持
—
HOLOGIC INC
+$143.6K
16,997
+10%
增持
MA
MASTERCARD INCORPORATED
+$141.6K
1,554
+18%
减持
ITOT
ISHARES TR
-$140.5K
21,532
-11%
增持
AEM
AGNICO EAGLE MINES LTD
+$140.4K
2,781
+1%
增持
HSBC
HSBC HLDGS PLC
+$136.4K
11,377
+3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$136.0K
49,228
-0%
减持
NVO
NOVO-NORDISK A S
-$133.0K
8,404
-3%
减持
HUBS
HUBSPOT INC
-$129.0K
1,296
-2%
增持
MBB
ISHARES TR
+$128.3K
14,334
+9%
增持
GM
GENERAL MTRS CO
+$124.1K
10,429
+0%
减持
ESGV
VANGUARD WORLD FD
-$121.7K
4,527
-25%
增持
WMT
WALMART INC
+$114.8K
9,538
+7%
增持
—
ASTRAZENECA PLC
+$111.5K
9,827
+7%
增持
SHEL
SHELL PLC
+$110.8K
13,089
+12%
增持
HD
HOME DEPOT INC
+$110.8K
1,618
+9%
减持
VB
VANGUARD INDEX FDS
+$110.3K
25,375
-5%
增持
GE
GE AEROSPACE
+$109.8K
1,935
+5%
建仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$107.3K
12,973
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$106.0K
23,655
+20%
增持
C
CITIGROUP INC
+$97.0K
5,649
+1%
增持
META
META PLATFORMS INC
+$96.4K
5,443
+3%
减持
KO
COCA COLA CO
-$95.2K
5,565
-15%
增持
RIO
RIO TINTO PLC
+$94.9K
4,596
+29%
增持
SONY
SONY GROUP CORP
+$94.7K
22,582
+6%
建仓
HLN
HALEON PLC
+$93.6K
10,431
增持
CAT
CATERPILLAR INC
+$91.5K
850
+5%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$91.4K
2,117
-28%
减持
GS
GOLDMAN SACHS GROUP INC
+$90.8K
1,193
-2%
减持
SCHF
SCHWAB STRATEGIC TR
+$84.7K
77,547
-0%
增持
BTI
BRITISH AMERN TOB PLC
+$83.2K
10,114
+6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$80.9K
3,357
-14%
增持
BLK
BLACKROCK INC
+$77.5K
323
+13%
减持
IWM
ISHARES TR
+$77.5K
7,134
-7%
增持
RTX
RTX CORPORATION
+$76.8K
2,921
+4%
增持
NTES
NETEASE INC
+$76.4K
2,705
+9%
增持
COST
COSTCO WHSL CORP NEW
+$75.5K
1,027
+16%
增持
VTV
VANGUARD INDEX FDS
+$74.8K
7,605
+0%
清仓
—
HUDSON PAC PPTYS INC
-$73.9K
0
-100%
减持
NULG
NUSHARES ETF TR
-$73.7K
5,236
-17%
增持
JBGS
JBG SMITH PPTYS
+$73.1K
14,498
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$68.9K
32,974
-12%
增持
NOC
NORTHROP GRUMMAN CORP
+$67.5K
526
+4%
减持
MDCX
MEDICUS PHARMA LTD
-$65.3K
17,811
-50%
增持
TJX
TJX COS INC NEW
+$64.9K
2,002
+10%
减持
LRGE
LEGG MASON ETF INVT
-$63.6K
3,314
-23%
增持
MSI
MOTOROLA SOLUTIONS INC
+$62.3K
1,156
+4%
清仓
PL
PLANET LABS PBC
-$62.2K
0
-100%
清仓
NOK
NOKIA CORP
-$62.1K
0
-100%
增持
LLY
ELI LILLY & CO
+$61.6K
1,369
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$60.8K
2,953
+1%
减持
IXUS
ISHARES TR
-$60.6K
4,598
-19%
增持
SAN
BANCO SANTANDER S.A.
+$58.4K
24,713
+2%
增持
PM
PHILIP MORRIS INTL INC
-$56.6K
3,587
+2%
增持
—
CHUBB LIMITED
+$55.4K
1,191
+23%
增持
SE
SEA LTD
+$53.8K
1,560
+11%
减持
SHOP
SHOPIFY INC
+$51.7K
2,414
-9%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$49.0K
640
-5%
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$48.9K
0
-100%
增持
LYG
LLOYDS BANKING GROUP PLC
+$48.8K
86,329
+7%
增持
MRK
MERCK & CO INC
+$48.2K
5,012
+7%
清仓
SSP
SCRIPPS E W CO OHIO
-$47.7K
0
-100%
