13FBOX
May Hill Capital, LLC · 13F 持仓分析
期权收益计算器 机构排行

May Hill Capital, LLC

No.4357 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.79亿
环比变动 Q1 2026
+$1.08亿+29.1%
持仓股票数
256
新买入
73
加仓
125
减仓
55
清仓
16
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
15.49%15.82%$7,417.4万9.9万股$5,867.1万8.6万股+1.3万股+15.63%加仓
IiShares安硕·RUSSELLIWB
7.02%8.54%$3,359.5万8.2万股$3,166.8万8.5万股-2,763股-3.26%减仓
KEYSIGHT TECHNOLOGIESKEYS
4.06%2.99%$1,944.7万5.6万股$1,109.4万5.5万股+953股+1.75%加仓
IiShares安硕信托IVW
2.82%2.78%$1,348.8万9.8万股$1,031.4万8.4万股+1.4万股+17.21%加仓
IiShares安硕IEMG
2.76%3.09%$1,319.8万15.9万股$1,145.3万17.0万股-1.1万股-6.49%减仓
IiShares安硕·COREIJH
2.75%2.91%$1,314.9万17.1万股$1,080.1万16.4万股+6,862股+4.19%加仓
B贝莱德ETF信托DYNF
2.54%3.28%$1,215.2万17.9万股$1,217.9万20.0万股-2.2万股-10.78%减仓
IiShares安硕信托GVI
2.36%2.04%$1,130.2万10.5万股$755.8万7.1万股+3.4万股+48.84%加仓
IiShares安硕·COREIJR
2.26%2.22%$1,083.4万7.3万股$823.5万6.9万股+4,526股+6.60%加仓
IiShares安硕·S&PIVE
2.25%3.15%$1,077.7万4.7万股$1,166.6万5.5万股-7,546股-13.72%减仓
IiShares安硕信托IEFA
2.06%1.45%$987.3万10.2万股$538.7万6.0万股+4.2万股+69.78%加仓
英伟达NVDA
1.97%1.98%$944.3万4.7万股$734.0万3.9万股+7,836股+19.91%加仓
苹果AAPL
1.9%1.98%$907.9万3.1万股$735.4万2.7万股+4,324股+15.98%加仓
B贝莱德·ETF TRUST IIBRTR
1.61%1.52%$769.2万15.3万股$563.4万11.1万股+4.2万股+37.74%加仓
V先锋领航指数基金VB
1.37%1.61%$656.0万2.2万股$598.9万2.3万股-1,578股-6.80%减仓
V先锋领航·MIDVO
1.23%1.55%$588.9万7.3万股$573.3万2.0万股+5.3万股+269.99%加仓
微软MSFT
1.23%1.84%$586.8万1.6万股$683.8万1.4万股+1,591股+11.25%加仓
IiShares安硕信托LMUB
1.07%$510.4万10.0万股$00股+10.0万股新买入
G通用动力VTI
1.02%0.95%$489.0万1.3万股$352.2万1.1万股+2,710股+25.80%加仓
亚马逊AMZN
0.99%1.04%$475.0万2.0万股$385.9万1.7万股+3,211股+19.20%加仓
GGlobal X基金SHLD
0.87%0.42%$416.2万7.0万股$155.5万2.4万股+4.6万股+190.47%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.83%0.52%$397.1万1.6万股$191.5万9,591股+6,154股+64.16%加仓
谷歌AGOOGL
0.8%0.8%$381.7万1.1万股$295.0万9,425股+1,256股+13.33%加仓
AAlphabet Inc Class CGOOG
0.76%0.75%$362.2万1.0万股$277.4万8,839股+1,411股+15.96%加仓
V先锋领航指数基金VOO
0.75%0.89%$360.9万5,255股$330.5万5,271股-16股-0.30%减仓
台积电TSM
0.71%0.59%$339.4万7,107股$219.3万7,215股-108股-1.50%减仓
IiShares安硕信托AGG
0.71%0.33%$338.1万3.4万股$123.9万1.2万股+2.2万股+175.45%加仓
IiShares安硕信托ITOT
0.7%0.87%$336.9万2.1万股$321.0万2.2万股-1,077股-4.99%减仓
Meta平台META
0.7%0.96%$335.4万5,954股$354.7万5,373股+581股+10.81%加仓
博通AVGO
0.67%0.71%$322.8万8,545股$263.3万7,607股+938股+12.33%加仓
B贝莱德ETF信托BAI
0.63%0.6%$303.6万5.8万股$220.7万6.6万股-8,705股-13.13%减仓
V先锋领航·FTSEVEA
0.63%0.74%$303.3万4.3万股$275.2万4.4万股-1,477股-3.35%减仓
V先锋领航指数基金VUG
0.54%0.66%$259.9万3.0万股$246.6万5,054股+2.5万股+497.05%加仓
S嘉信策略信托SCHM
0.53%0.61%$252.8万6.9万股$225.1万7.5万股-6,274股-8.38%减仓
B贝莱德ETF信托THRO
0.52%0.89%$251.1万5.8万股$329.2万8.5万股-2.7万股-31.78%减仓
TTTM TECHNOLOGIESTTMI
0.52%0.3%$246.8万1.3万股$110.1万1.6万股-2,763股-17.31%减仓
V先锋领航指数基金VXF
0.51%0.61%$245.8万9,984股$224.5万1.1万股-751股-7.00%减仓
摩根大通JPM
0.51%0.5%$245.4万7,496股$187.2万5,811股+1,685股+29.00%加仓
V先锋领航市政债券基金VTEB
0.51%0.65%$244.2万4.8万股$241.2万4.8万股+304股+0.63%加仓
IiShares安硕信托GVI
0.5%0.53%$239.2万2.2万股$198.2万1.9万股+3,893股+20.96%加仓
iShares安硕·MBSACGL
0.5%0.47%$238.5万2.5万股$176.1万1.8万股+6,744股+36.47%加仓
美光科技MU
0.49%0.07%$236.8万2,051股$26.7万936股+1,115股+119.12%加仓
伯克希尔哈撒韦BRK.B
0.48%0.43%$230.7万4,611股$159.3万3,169股+1,442股+45.50%加仓
IiShares安硕信托TLH
0.48%0.67%$227.8万2.3万股$249.4万2.5万股-1,828股-7.45%减仓
阿斯麦ASML
0.47%0.3%$226.6万1,139股$111.7万1,044股+95股+9.10%加仓
泛林集团LRCX
0.47%0.29%$224.6万5,184股$108.0万6,312股-1,128股-17.87%减仓
IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG
0.47%0.44%$223.3万4.4万股$162.8万3.3万股+1.2万股+35.59%加仓
SSPDR标普500 ETFSPY
0.46%0.54%$218.5万2,927股$200.2万2,935股-8股-0.27%减仓
波音BA
0.45%$217.6万1.0万股$00股+1.0万股新买入
礼来LLY
0.44%0.46%$210.8万1,758股$170.4万1,585股+173股+10.91%加仓

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