Seascape Capital Management
PORTSMOUTH NH · SEC CIK 0001418342
$4.17亿2026Q2 申报市值
96持仓数
41.2%前十大占比 · 第一大 8.1%
9 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
V 新建仓+$579.70万
AMD 新建仓+$553.40万
KLAC 新建仓+$494.20万
BG 新建仓+$360.90万
PLD 新建仓+$302.70万
2026Q2 卖出最多 按季末市值估算
EW 清仓-$365.80万
TOPBUILD COR 清仓-$355.10万
SHW 减仓-$305.05万
TEL 清仓-$225.60万
GOVT 减仓-$59.07万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -45,678 | -100.0% | -$365.80万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -10,107 | -100.0% | -$355.10万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -10,793 | -100.0% | -$225.60万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -317 | -100.0% | -$23.10万 | 清仓 |
| — | EMPIRE ST RLTY OP L P | $8.20万 | 0.02% | 14,754 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $21.00万 | 0.05% | 828 | -110 | -11.7% | -$2.79万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $21.10万 | 0.05% | 3,028 | 3,028 | — | $21.10万 | 新建仓 |
| KR | KROGER CO | $24.00万 | 0.06% | 4,318 | -146 | -3.3% | -$8,115 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $25.10万 | 0.06% | 4,450 | 4,450 | — | $25.10万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $27.20万 | 0.07% | 628 | 628 | — | $27.20万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $30.10万 | 0.07% | 956 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $30.70万 | 0.07% | 3,217 | -138 | -4.1% | -$1.32万 | 减仓 |
| ESGU | ISHARES TR | $32.70万 | 0.08% | 1,998 | 150 | 8.1% | $2.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $32.80万 | 0.08% | 887 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $33.50万 | 0.08% | 2,262 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $34.40万 | 0.08% | 6,560 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $35.40万 | 0.08% | 1,027 | -8,850 | -89.6% | -$305.05万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $35.70万 | 0.09% | 8,187 | -425 | -4.9% | -$1.85万 | 减仓 |
| IEFA | ISHARES TR | $36.70万 | 0.09% | 3,803 | -14 | -0.4% | -$1,351 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $37.20万 | 0.09% | 3,862 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $37.40万 | 0.09% | 1,060 | 37 | 3.6% | $1.31万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $39.10万 | 0.09% | 418 | -1 | -0.2% | -$935 | 减仓 |
| VOO | VANGUARD INDEX FDS | $39.10万 | 0.09% | 569 | 569 | — | $39.10万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $39.20万 | 0.09% | 11,592 | 12 | 0.1% | $406 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $39.40万 | 0.09% | 560 | -40 | -6.7% | -$2.81万 | 减仓 |
| WMT | WALMART INC | $39.80万 | 0.10% | 3,518 | -4 | -0.1% | -$453 | 减仓 |
| NFLX | NETFLIX INC. | $40.10万 | 0.10% | 5,611 | -4 | -0.1% | -$286 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $40.70万 | 0.10% | 545 | 2 | 0.4% | $1,494 | 加仓 |
| IUSG | ISHARES TR | $40.70万 | 0.10% | 2,165 | -37 | -1.7% | -$6,956 | 减仓 |
| MRK | MERCK & CO INC | $43.30万 | 0.10% | 3,373 | -1,191 | -26.1% | -$15.29万 | 减仓 |
| IXN | ISHARES TR | $44.30万 | 0.11% | 3,066 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $50.00万 | 0.12% | 6,569 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $51.60万 | 0.12% | 683 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $53.20万 | 0.13% | 5,370 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $61.50万 | 0.15% | 5,710 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $64.90万 | 0.16% | 4,716 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $69.00万 | 0.17% | 1,342 | -22 | -1.6% | -$1.13万 | 减仓 |
| INTF | ISHARES TR | $70.30万 | 0.17% | 17,169 | 864 | 5.3% | $3.54万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $71.90万 | 0.17% | 4,905 | 37 | 0.8% | $5,424 | 加仓 |
| USIG | ISHARES TR | $79.90万 | 0.19% | 15,575 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $88.90万 | 0.21% | 3,481 | -18 | -0.5% | -$4,597 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $97.60万 | 0.23% | 1,951 | -7 | -0.4% | -$3,502 | 减仓 |
| GOOG | ALPHABET INC | $106.80万 | 0.26% | 3,024 | -6 | -0.2% | -$2,119 | 减仓 |
| IVV | ISHARES TR | $120.30万 | 0.29% | 1,606 | 2 | 0.1% | $1,498 | 加仓 |
| AMZN | AMAZON COM INC | $133.80万 | 0.32% | 5,613 | 19 | 0.3% | $4,529 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $145.10万 | 0.35% | 50,118 | -2,116 | -4.1% | -$6.13万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $154.50万 | 0.37% | 30,500 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $166.40万 | 0.40% | 1,387 | -1 | -0.1% | -$1,200 | 减仓 |
| AMAT | APPLIED MATLS INC | $248.60万 | 0.60% | 3,439 | -7 | -0.2% | -$5,060 | 减仓 |
| RIO | RIO TINTO PLC | $276.70万 | 0.66% | 29,145 | 576 | 2.0% | $5.47万 | 加仓 |
| CDW | CDW CORP | $300.00万 | 0.72% | 21,328 | 1,555 | 7.9% | $21.87万 | 加仓 |
| PLD | PROLOGIS INC. | $302.70万 | 0.73% | 22,343 | 22,343 | — | $302.70万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $314.60万 | 0.75% | 31,122 | 1,334 | 4.5% | $13.48万 | 加仓 |
| AVGO | BROADCOM INC | $328.90万 | 0.79% | 8,706 | -10 | -0.1% | -$3,778 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $330.00万 | 0.79% | 64,250 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $341.50万 | 0.82% | 9,156 | 245 | 2.7% | $9.14万 | 加仓 |
| META | META PLATFORMS INC | $356.60万 | 0.85% | 6,330 | 4 | 0.1% | $2,253 | 加仓 |
| BG | BUNGE GLOBAL SA | $360.90万 | 0.86% | 33,816 | 33,816 | — | $360.90万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $368.40万 | 0.88% | 3,192 | 2,288 | 253.1% | $264.07万 | 加仓 |
| AON | AON PLC | $387.40万 | 0.93% | 11,679 | 255 | 2.2% | $8.46万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $417.10万 | 1.00% | 14,842 | 43 | 0.3% | $1.21万 | 加仓 |
| AME | AMETEK INC | $441.50万 | 1.06% | 18,248 | 402 | 2.3% | $9.73万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $448.80万 | 1.08% | 25,181 | 181 | 0.7% | $3.23万 | 加仓 |
| AZN | ASTRAZENECA PLC | $460.90万 | 1.10% | 24,305 | 222 | 0.9% | $4.21万 | 加仓 |
| APH | AMPHENOL CORP | $462.40万 | 1.11% | 26,224 | 845 | 3.3% | $14.90万 | 加仓 |
| NWG | NATWEST GROUP PLC | $485.70万 | 1.16% | 275,495 | 4,004 | 1.5% | $7.06万 | 加仓 |
| KLAC | KLA CORP | $494.20万 | 1.18% | 16,381 | 16,381 | — | $494.20万 | 新建仓 |
| QCOM | QUALCOMM INC | $496.80万 | 1.19% | 26,886 | 155 | 0.6% | $2.86万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $498.90万 | 1.20% | 36,464 | 1,143 | 3.2% | $15.64万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $505.30万 | 1.21% | 54,871 | 1,130 | 2.1% | $10.41万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $534.00万 | 1.28% | 31,436 | 98 | 0.3% | $1.66万 | 加仓 |
| RTX | RTX CORPORATION | $541.70万 | 1.30% | 28,551 | 338 | 1.2% | $6.41万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $549.50万 | 1.32% | 27,388 | -562 | -2.0% | -$11.28万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $553.40万 | 1.33% | 9,526 | 9,526 | — | $553.40万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $559.30万 | 1.34% | 14,346 | 353 | 2.5% | $13.76万 | 加仓 |
| V | VISA INC | $579.70万 | 1.39% | 16,895 | 16,895 | — | $579.70万 | 新建仓 |
| PHM | PULTE GROUP INC | $606.70万 | 1.45% | 44,218 | 834 | 1.9% | $11.44万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $633.40万 | 1.52% | 18,717 | 100 | 0.5% | $3.38万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $638.90万 | 1.53% | 66,471 | 784 | 1.2% | $7.54万 | 加仓 |
| MLPX | GLOBAL X FDS | $650.80万 | 1.56% | 88,345 | -1,576 | -1.8% | -$11.61万 | 减仓 |
| APP | APPLOVIN CORP | $679.60万 | 1.63% | 13,191 | 124 | 0.9% | $6.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $690.90万 | 1.66% | 21,106 | 17 | 0.1% | $5,565 | 加仓 |
| ABBV | ABBVIE INC | $724.80万 | 1.74% | 28,801 | 546 | 1.9% | $13.74万 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $736.20万 | 1.76% | 251,947 | 16,330 | 6.9% | $47.72万 | 加仓 |
| NRG | NRG ENERGY INC | $736.30万 | 1.76% | 50,410 | -761 | -1.5% | -$11.12万 | 减仓 |
| FTNT | FORTINET INC | $744.70万 | 1.78% | 48,477 | 611 | 1.3% | $9.39万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $792.20万 | 1.90% | 33,985 | 138 | 0.4% | $3.22万 | 加仓 |
| — | DOUBLELINE ETF TRUST | $819.00万 | 1.96% | 163,023 | 8,389 | 5.4% | $42.14万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $829.20万 | 1.99% | 180,073 | 7,052 | 4.1% | $32.47万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $833.50万 | 2.00% | 160,888 | 1,628 | 1.0% | $8.43万 | 加仓 |
| AAPL | APPLE INC | $845.00万 | 2.02% | 29,201 | 154 | 0.5% | $4.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $886.80万 | 2.12% | 44,322 | 388 | 0.9% | $7.76万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $988.70万 | 2.37% | 29,528 | -250 | -0.8% | -$8.37万 | 减仓 |
| GOOGL | ALPHABET INC | $992.30万 | 2.38% | 27,767 | -15 | -0.1% | -$5,360 | 减仓 |
| GOVT | ISHARES TR | $1,051.60万 | 2.52% | 461,624 | -25,928 | -5.3% | -$59.07万 | 减仓 |
| CAT | CATERPILLAR INC | $1,332.20万 | 3.19% | 12,510 | -134 | -1.1% | -$14.27万 | 减仓 |
| FLEX | FLEX LTD | $1,629.80万 | 3.91% | 100,560 | -3,525 | -3.4% | -$57.13万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $2,978.10万 | 7.14% | 653,229 | 18,436 | 2.9% | $84.05万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $3,072.40万 | 7.36% | 1,473,238 | 58,458 | 4.1% | $121.91万 | 加仓 |
| EMXC | ISHARES INC | $3,401.20万 | 8.15% | 332,476 | -847 | -0.3% | -$8.66万 | 减仓 |