Ground Swell Capital, LLC
FOLLY BEACH SC · SEC CIK 0001534450
$9,258.19万2026Q2 申报市值
145持仓数
76.6%前十大占比 · 第一大 36.9%
133 / 111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
IVV 新建仓+$3,414.56万
SPCX 新建仓+$1,452.31万
IWM 新建仓+$1,197.02万
ASML 新建仓+$328.85万
CBRS 新建仓+$196.60万
2026Q2 卖出最多 按季末市值估算
VOO 清仓-$1,781.48万
QQQ 清仓-$176.44万
PPH 清仓-$160.44万
NVDA 清仓-$155.60万
AAPL 清仓-$152.53万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| LUCK | LUCKY STRIKE ENTERTAINMENT C | $22.77万 | 0.25% | 30,438 | 30,438 | — | $22.77万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $23.13万 | 0.25% | 691 | 691 | — | $23.13万 | 新建仓 |
| DG | DOLLAR GEN CORP | $23.64万 | 0.26% | 2,054 | 2,054 | — | $23.64万 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO | $24.02万 | 0.26% | 2,877 | 2,877 | — | $24.02万 | 新建仓 |
| — | JIADE LIMITED | $24.09万 | 0.26% | 4,819 | 4,819 | — | $24.09万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $24.17万 | 0.26% | 1,942 | 1,942 | — | $24.17万 | 新建仓 |
| APPN | APPIAN CORP | $24.28万 | 0.26% | 10,603 | 10,603 | — | $24.28万 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $24.44万 | 0.26% | 2,275 | 2,275 | — | $24.44万 | 新建仓 |
| EROK | EAGLEROCK LD LLC | $24.70万 | 0.27% | 11,623 | 11,623 | — | $24.70万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $24.94万 | 0.27% | 16,591 | 16,591 | — | $24.94万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $25.15万 | 0.27% | 3,122 | 3,122 | — | $25.15万 | 新建仓 |
| IYW | ISHARES TR | $25.25万 | 0.27% | 1,001 | 1,001 | — | $25.25万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $26.06万 | 0.28% | 2,194 | 2,194 | — | $26.06万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $27.08万 | 0.29% | 712 | 712 | — | $27.08万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $27.15万 | 0.29% | 12,190 | 12,190 | — | $27.15万 | 新建仓 |
| EQIX | EQUINIX INC | $28.04万 | 0.30% | 269 | 269 | — | $28.04万 | 新建仓 |
| — | NEXTERA ENERGY INC | $29.25万 | 0.32% | 5,885 | 5,885 | — | $29.25万 | 新建仓 |
| MUU | DIREXION SHARES ETF TRUST | $29.99万 | 0.32% | 286 | 286 | — | $29.99万 | 新建仓 |
| URBN | URBAN OUTFITTERS INC | $30.01万 | 0.32% | 4,235 | 4,235 | — | $30.01万 | 新建仓 |
| GWW | WW GRAINGER INC | $30.88万 | 0.33% | 227 | 227 | — | $30.88万 | 新建仓 |
| APPF | APPFOLIO INC | $31.14万 | 0.34% | 1,942 | 1,942 | — | $31.14万 | 新建仓 |
| MBB | ISHARES TR | $32.14万 | 0.35% | 3,400 | 3,400 | — | $32.14万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $33.66万 | 0.36% | 1,818 | 1,818 | — | $33.66万 | 新建仓 |
| CGON | CG ONCOLOGY INC | $33.86万 | 0.37% | 4,765 | 4,765 | — | $33.86万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $36.10万 | 0.39% | 1,475 | 1,475 | — | $36.10万 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $36.18万 | 0.39% | 5,197 | 5,197 | — | $36.18万 | 新建仓 |
| GNTX | GENTEX CORP | $36.35万 | 0.39% | 14,383 | 14,383 | — | $36.35万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $37.23万 | 0.40% | 2,434 | -747 | -23.5% | -$11.43万 | 减仓 |
| URTH | ISHARES INC | $39.01万 | 0.42% | 1,925 | 1,925 | — | $39.01万 | 新建仓 |
| EBC | EASTERN BANKSHARES INC | $39.43万 | 0.43% | 17,729 | 17,729 | — | $39.43万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $39.54万 | 0.43% | 286 | 286 | — | $39.54万 | 新建仓 |
| — | HEWLETT PACKARD ENTERPRISE C | $39.69万 | 0.43% | 3,432 | 3,432 | — | $39.69万 | 新建仓 |
| ORKA | ORUKA THERAPEUTICS INC | $41.11万 | 0.44% | 4,320 | 4,320 | — | $41.11万 | 新建仓 |
| TQQQ | PROSHARES TR | $42.05万 | 0.45% | 5,191 | 5,191 | — | $42.05万 | 新建仓 |
| PFF | ISHARES TR | $43.34万 | 0.47% | 14,216 | 6,707 | 89.3% | $20.45万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $43.75万 | 0.47% | 5,026 | 5,026 | — | $43.75万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $44.48万 | 0.48% | 15,359 | 15,359 | — | $44.48万 | 新建仓 |
| EFA | ISHARES TR | $47.95万 | 0.52% | 4,616 | 4,616 | — | $47.95万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $48.10万 | 0.52% | 9,931 | 9,931 | — | $48.10万 | 新建仓 |
| — | NEXTERA ENERGY INC | $49.04万 | 0.53% | 9,228 | 9,228 | — | $49.04万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $54.44万 | 0.59% | 2,498 | 2,498 | — | $54.44万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $56.85万 | 0.61% | 1,312 | 1,312 | — | $56.85万 | 新建仓 |
| — | AXIA ENERGIA SA | $57.83万 | 0.62% | 54,818 | 29,796 | 119.1% | $31.43万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $59.21万 | 0.64% | 12,024 | 12,024 | — | $59.21万 | 新建仓 |
| MKSI | MKS INC. | $61.92万 | 0.67% | 1,392 | 1,392 | — | $61.92万 | 新建仓 |
| TSLA | TESLA INC | $67.42万 | 0.73% | 1,603 | 76 | 5.0% | $3.20万 | 加仓 |
| IWD | ISHARES TR | $82.89万 | 0.90% | 3,419 | 2,008 | 142.3% | $48.68万 | 重新持有 |
| DYNF | BLACKROCK ETF TRUST | $83.10万 | 0.90% | 12,219 | 12,219 | — | $83.10万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $94.73万 | 1.02% | 1,104 | 1,104 | — | $94.73万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $113.70万 | 1.23% | 3,817 | 3,817 | — | $113.70万 | 新建仓 |
| ENTG | ENTEGRIS INC | $125.96万 | 1.36% | 7,003 | 2,921 | 71.6% | $52.54万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $196.60万 | 2.12% | 8,896 | 8,896 | — | $196.60万 | 新建仓 |
| ASML | ASML HLDG NV | $328.85万 | 3.55% | 1,653 | 1,653 | — | $328.85万 | 新建仓 |
| IWM | ISHARES TR | $1,197.02万 | 12.93% | 39,841 | 39,841 | — | $1,197.02万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,452.31万 | 15.69% | 85,000 | 85,000 | — | $1,452.31万 | 新建仓 |
| IVV | ISHARES TR | $3,414.56万 | 36.88% | 45,595 | 45,595 | — | $3,414.56万 | 新建仓 |