Mirabella Financial Services LLP 13F 持仓 · 2026年Q2
Mirabella Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 663 只证券，申报市值合计 10.46 亿美元。前几大持仓：ADSE（28.35%）、TXNM（5.55%）、SMCIP（2.98%）。本季前 25 大持仓中：新建仓 6 只、增持 15 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ADSE | ADS TEC ENERGY PLC | $296.5M | 28.35% | 23.3M | 增持 |
| 2 | TXNM | TXNM ENERGY INC | $58.1M | 5.55% | 0 | 增持 |
| 3 | SMCIP | SUPER MICRO COMPUTER INC | $31.2M | 2.98% | 400,000 | 新建仓 |
| 4 | IWM | ISHARES TR | $28.5M | 2.73% | 94,900 | 新建仓 |
| 5 | OCFC | OCEANFIRST FINL CORP | $25.2M | 2.41% | 1.3M | 增持 |
| 6 | BUSE | FIRST BUSEY CORP | $25.1M | 2.40% | 851,453 | 减持 |
| 7 | FSUN | FIRSTSUN CAP BANCORP | $24.2M | 2.31% | 623,236 | 增持 |
| 8 | AZUL | AZUL S A | $18.9M | 1.80% | 2.1M | 新建仓 |
| 9 | EG | EVEREST GROUP LTD | $18.0M | 1.72% | 50,444 | 减持 |
| 10 | DG | DOLLAR GEN CORP | $14.1M | 1.35% | 122,617 | 增持 |
| 11 | DKNG | DRAFTKINGS INC NEW | $12.8M | 1.23% | 508,583 | 新建仓 |
| 12 | GLD | SPDR GOLD TR | $11.7M | 1.12% | 31,795 | 增持 |
| 13 | FLUT | FLUTTER ENTMT PLC | $9.1M | 0.87% | 88,890 | 新建仓 |
| 14 | PH | PARKER-HANNIFIN CORP | $9.0M | 0.86% | 9,229 | 增持 |
| 15 | MMM | 3M CO | $8.8M | 0.84% | 54,108 | 增持 |
| 16 | SWK | STANLEY BLACK & DECKER INC | $8.3M | 0.80% | 88,574 | 增持 |
| 17 | JCI | JOHNSON CONTROLS INTERNATION | $7.9M | 0.75% | 53,911 | 增持 |
| 18 | CHRW | C H ROBINSON WORLDWIDE IN | $7.6M | 0.73% | 40,451 | 增持 |
| 19 | GOOG | ALPHABET INC | $7.5M | 0.72% | 21,257 | 增持 |
| 20 | HUBB | HUBBELL INC | $7.3M | 0.70% | 13,927 | 减持 |
| 21 | SGOV | ISHARES TR | $7.0M | 0.67% | 69,700 | 增持 |
| 22 | FMX | FOMENTO ECONOMICO MEXICANO S | $6.5M | 0.62% | 50,600 | 新建仓 |
| 23 | META | META PLATFORMS INC | $6.5M | 0.62% | 11,546 | 增持 |
| 24 | NOW | SERVICENOW INC | $6.3M | 0.61% | 63,875 | 增持 |
| 25 | ADSEW | ADS TEC ENERGY PLC | $6.2M | 0.59% | 699,912 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR