Elgethun Capital Management
SIOUX FALLS SD · SEC CIK 0001638022
$6.05亿2026Q1 申报市值
166持仓数
50.2%前十大占比 · 第一大 10.5%
5 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LLY 加仓+$2,450.18万
DRVN 加仓+$516.69万
BRK/A 加仓+$215.44万
MSFT 加仓+$114.09万
VTI 加仓+$93.68万
2026Q1 卖出最多 按季末市值估算
INTC 减仓-$586.23万
C 减仓-$86.29万
SCHW 减仓-$44.43万
TGT 减仓-$34.04万
GEF/B 清仓-$26.75万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GEF/B | GREIF INC | $0 | 0.00% | 0 | -3,581 | -100.0% | -$26.75万 | 清仓 |
| CNQ | CANADIAN NAT RES LTD | $0 | 0.00% | 0 | -6,698 | -100.0% | -$22.67万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -15,000 | -100.0% | -$13.06万 | 清仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $2.37万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $8.01万 | 0.01% | 622 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $8.58万 | 0.01% | 354 | -893 | -71.6% | -$21.64万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $9.78万 | 0.02% | 1,696 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $9.98万 | 0.02% | 1,114 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $10.56万 | 0.02% | 612 | -49 | -7.4% | -$8,452 | 减仓 |
| NKE | NIKE INC | $10.57万 | 0.02% | 2,002 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $10.66万 | 0.02% | 1,579 | -57 | -3.5% | -$3,848 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $14.50万 | 0.02% | 4,931 | 12 | 0.2% | $353 | 加仓 |
| HSY | HERSHEY CO | $14.70万 | 0.02% | 707 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $14.83万 | 0.02% | 493 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $14.89万 | 0.02% | 1,644 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $15.12万 | 0.03% | 2,053 | 212 | 11.5% | $1.56万 | 加仓 |
| SYY | SYSCO CORP | $15.20万 | 0.03% | 2,130 | 12 | 0.6% | $856 | 加仓 |
| CRM | SALESFORCE INC | $16.24万 | 0.03% | 870 | 10 | 1.2% | $1,867 | 加仓 |
| TXN | TEXAS INSTRS INC | $16.38万 | 0.03% | 844 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $17.69万 | 0.03% | 1,460 | -2,809 | -65.8% | -$34.04万 | 减仓 |
| MO | ALTRIA GROUP INC | $17.76万 | 0.03% | 2,692 | -1,428 | -34.7% | -$9.42万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $18.38万 | 0.03% | 6,320 | -32 | -0.5% | -$931 | 减仓 |
| ECL | ECOLAB INC | $18.81万 | 0.03% | 707 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $19.08万 | 0.03% | 2,337 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $19.71万 | 0.03% | 2,646 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $21.85万 | 0.04% | 647 | -100 | -13.4% | -$3.38万 | 减仓 |
| SHEL | SHELL PLC | $21.96万 | 0.04% | 2,361 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $22.36万 | 0.04% | 5,068 | -132,853 | -96.3% | -$586.23万 | 减仓 |
| GFI | GOLD FIELDS LTD | $22.70万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $22.74万 | 0.04% | 10,974 | 44 | 0.4% | $912 | 加仓 |
| INTU | INTUIT | $23.11万 | 0.04% | 534 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $23.69万 | 0.04% | 5,970 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $23.74万 | 0.04% | 1,005 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $24.03万 | 0.04% | 1,751 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $24.35万 | 0.04% | 3,360 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $25.06万 | 0.04% | 1,000 | 1,000 | — | $25.06万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $25.12万 | 0.04% | 4,007 | 7 | 0.2% | $439 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.41万 | 0.04% | 1,249 | -1 | -0.1% | -$203 | 减仓 |
| ETN | EATON CORP PLC | $25.93万 | 0.04% | 725 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $25.95万 | 0.04% | 3,310 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $26.56万 | 0.04% | 910 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $28.05万 | 0.05% | 1,784 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $28.71万 | 0.05% | 3,091 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $29.65万 | 0.05% | 2,888 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $29.98万 | 0.05% | 1,512 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $31.34万 | 0.05% | 917 | -1 | -0.1% | -$342 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $31.66万 | 0.05% | 2,682 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $31.76万 | 0.05% | 466 | 35 | 8.1% | $2.39万 | 加仓 |
| DEM | WISDOMTREE TR | $32.27万 | 0.05% | 6,495 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $32.36万 | 0.05% | 2,603 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $32.57万 | 0.05% | 757 | 141 | 22.9% | $6.07万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $32.93万 | 0.05% | 6,730 | -637 | -8.6% | -$3.12万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $33.39万 | 0.06% | 553 | 1 | 0.2% | $604 | 加仓 |
| BAC | BANK AMERICA CORP | $35.43万 | 0.06% | 7,268 | 606 | 9.1% | $2.95万 | 加仓 |
| UNP | UNION PAC CORP | $35.45万 | 0.06% | 1,461 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $36.17万 | 0.06% | 627 | 2 | 0.3% | $1,154 | 加仓 |
| META | META PLATFORMS INC | $36.69万 | 0.06% | 641 | 641 | — | $36.69万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $36.79万 | 0.06% | 1,281 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $37.56万 | 0.06% | 10,925 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $39.21万 | 0.06% | 785 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $39.49万 | 0.07% | 3,648 | 10 | 0.3% | $1,082 | 加仓 |
| — | HONEYWELL INTL INC | $39.61万 | 0.07% | 1,752 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $39.73万 | 0.07% | 1,219 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $39.97万 | 0.07% | 2,767 | 7 | 0.3% | $1,011 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $40.84万 | 0.07% | 97 | 0 | 0.0% | — | 不变 |
| GRBK | GREEN BRICK PARTNERS INC | $40.96万 | 0.07% | 6,355 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $41.53万 | 0.07% | 417 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $41.87万 | 0.07% | 984 | 1 | 0.1% | $425 | 加仓 |
| CASY | CASEYS GEN STORES INC | $42.55万 | 0.07% | 585 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $42.76万 | 0.07% | 759 | 1 | 0.1% | $563 | 加仓 |
| NOW | SERVICENOW INC | $43.39万 | 0.07% | 4,150 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $43.66万 | 0.07% | 2,263 | 4 | 0.2% | $772 | 加仓 |
| TSLA | TESLA INC | $44.13万 | 0.07% | 1,187 | -57 | -4.6% | -$2.12万 | 减仓 |
| — | OCCIDENTAL PETE CORP | $44.62万 | 0.07% | 10,400 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $45.55万 | 0.08% | 238 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $46.10万 | 0.08% | 2,432 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $47.10万 | 0.08% | 724 | -57 | -7.3% | -$3.71万 | 减仓 |
| URI | UNITED RENTALS INC | $49.76万 | 0.08% | 683 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $51.35万 | 0.08% | 7,500 | 0 | 0.0% | — | 不变 |
| — | EVOLUTION METALS & TECH CORP | $53.19万 | 0.09% | 70,073 | 70,073 | — | $53.19万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $54.80万 | 0.09% | 3,700 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $55.39万 | 0.09% | 11,784 | -910 | -7.2% | -$4.28万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $56.49万 | 0.09% | 945 | 2 | 0.2% | $1,196 | 加仓 |
| DAL | DELTA AIR LINES INC | $57.17万 | 0.09% | 8,600 | 8,600 | — | $57.17万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $58.12万 | 0.10% | 2,233 | 944 | 73.2% | $24.57万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $60.01万 | 0.10% | 12,154 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $65.12万 | 0.11% | 2,075 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC | $73.57万 | 0.12% | 40,514 | 33,375 | 467.5% | $60.61万 | 加仓 |
| PEP | PEPSICO INC | $74.25万 | 0.12% | 4,782 | 2 | 0.0% | $311 | 加仓 |
| ORCL | ORACLE CORP | $75.79万 | 0.13% | 5,152 | 10 | 0.2% | $1,471 | 加仓 |
| KO | COCA COLA CO | $76.86万 | 0.13% | 10,107 | -292 | -2.8% | -$2.22万 | 减仓 |
| MPC | MARATHON PETE CORP | $77.36万 | 0.13% | 3,168 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $80.94万 | 0.13% | 1,853 | -41 | -2.2% | -$1.79万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $81.23万 | 0.13% | 12,676 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $82.47万 | 0.14% | 19,835 | 7,710 | 63.6% | $32.06万 | 加仓 |
| VST | VISTRA CORP | $84.68万 | 0.14% | 5,633 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $87.08万 | 0.14% | 8,851 | 2,369 | 36.5% | $23.31万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $87.58万 | 0.14% | 18,126 | -936 | -4.9% | -$4.52万 | 减仓 |
| IVV | ISHARES TR | $87.79万 | 0.15% | 1,344 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $88.07万 | 0.15% | 13,718 | 13,718 | — | $88.07万 | 新建仓 |