Elgethun Capital Management
SIOUX FALLS SD · SEC CIK 0001638022
$7.18亿2026Q2 申报市值
174持仓数
48.3%前十大占比 · 第一大 10.1%
9 / 1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
VTS 加仓+$1,416.86万
LLY 加仓+$1,107.20万
LULU 新建仓+$986.47万
DFH 加仓+$542.01万
ACI 加仓+$483.67万
2026Q2 卖出最多 按季末市值估算
C 减仓-$1,187.99万
HONEYWELL INTL I 清仓-$39.61万
STLA 减仓-$18.01万
INTC 减仓-$17.16万
SCHB 减仓-$11.69万
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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $47.12万 | 0.07% | 2,474 | 42 | 1.7% | $7,999 | 加仓 |
| CASY | CASEYS GEN STORES INC | $46.70万 | 0.07% | 588 | 3 | 0.5% | $2,383 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $46.62万 | 0.06% | 624 | -100 | -13.8% | -$7.47万 | 减仓 |
| — | EVOLUTION METALS & TECH CORP | $46.32万 | 0.06% | 70,073 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $46.15万 | 0.06% | 627 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $45.90万 | 0.06% | 235 | -3 | -1.3% | -$5,859 | 减仓 |
| RTX | RTX CORPORATION | $44.93万 | 0.06% | 2,368 | 105 | 4.6% | $1.99万 | 加仓 |
| META | META PLATFORMS INC | $44.58万 | 0.06% | 791 | 150 | 23.4% | $8.45万 | 加仓 |
| BAC | BANK OF AMER CORP | $44.28万 | 0.06% | 7,770 | 502 | 6.9% | $2.86万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $44.24万 | 0.06% | 2,482 | 57 | 2.4% | $1.02万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $43.96万 | 0.06% | 856 | 71 | 9.0% | $3.65万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $43.87万 | 0.06% | 2,991 | 224 | 8.1% | $3.29万 | 加仓 |
| BP | BP PLC | $43.40万 | 0.06% | 11,744 | -40 | -0.3% | -$1,478 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $42.85万 | 0.06% | 2,582 | -100 | -3.7% | -$1.66万 | 减仓 |
| CB | CHUBB LIMITED | $42.83万 | 0.06% | 1,257 | 38 | 3.1% | $1.29万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.15万 | 0.06% | 451 | 34 | 8.2% | $3.18万 | 加仓 |
| NOW | SERVICENOW INC | $42.10万 | 0.06% | 4,241 | 91 | 2.2% | $9,034 | 加仓 |
| VO | VANGUARD INDEX FDS | $41.28万 | 0.06% | 5,124 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $41.05万 | 0.06% | 1,509 | 48 | 3.3% | $1.31万 | 加仓 |
| SPGI | S&P GLOBAL INC | $40.90万 | 0.06% | 1,004 | 20 | 2.0% | $8,148 | 加仓 |
| IJR | ISHARES TR | $38.61万 | 0.05% | 2,603 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $36.11万 | 0.05% | 1,059 | 1,059 | — | $36.11万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $35.46万 | 0.05% | 6,720 | -10 | -0.1% | -$528 | 减仓 |
| DVYE | ISHARES INC | $35.21万 | 0.05% | 10,925 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $34.94万 | 0.05% | 6,495 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $34.83万 | 0.05% | 3,729 | 81 | 2.2% | $7,565 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $34.39万 | 0.05% | 1,027 | 27 | 2.7% | $9,040 | 加仓 |
| ASML | ASML HLDG NV | $34.22万 | 0.05% | 172 | 172 | — | $34.22万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $32.85万 | 0.05% | 3,418 | 58 | 1.7% | $5,575 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $32.66万 | 0.05% | 4,007 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $31.96万 | 0.04% | 750 | 25 | 3.4% | $1.07万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $30.65万 | 0.04% | 928 | 18 | 2.0% | $5,945 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $29.15万 | 0.04% | 572 | 19 | 3.4% | $9,683 | 加仓 |
| DHI | D R HORTON INC | $29.06万 | 0.04% | 1,784 | 33 | 1.9% | $5,375 | 加仓 |
| NEE | NEXTERA ENERGY INC | $28.37万 | 0.04% | 3,232 | 141 | 4.6% | $1.24万 | 加仓 |
| — | OCCIDENTAL PETE CORP | $27.70万 | 0.04% | 10,400 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $27.56万 | 0.04% | 3,037 | 149 | 5.2% | $1.35万 | 加仓 |
| TXN | TEXAS INSTRS INC | $27.50万 | 0.04% | 923 | 79 | 9.4% | $2.35万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $25.79万 | 0.04% | 3,310 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $24.34万 | 0.03% | 5,820 | -150 | -2.5% | -$6,273 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $24.21万 | 0.03% | 475 | 9 | 1.9% | $4,587 | 加仓 |
| FAST | FASTENAL CO | $23.72万 | 0.03% | 4,938 | 4,938 | — | $23.72万 | 新建仓 |
| LOW | LOWES COS INC | $23.26万 | 0.03% | 1,055 | 50 | 5.0% | $1.10万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $22.73万 | 0.03% | 3,614 | 3,614 | — | $22.73万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $22.68万 | 0.03% | 5,113 | 5,113 | — | $22.68万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $22.36万 | 0.03% | 1,817 | 33 | 1.8% | $4,062 | 加仓 |
| GLD | SPDR GOLD TR | $22.29万 | 0.03% | 605 | -152 | -20.1% | -$5.60万 | 减仓 |
| GDX | VANECK ETF TRUST | $22.28万 | 0.03% | 2,953 | 2,953 | — | $22.28万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $22.06万 | 0.03% | 6,105 | -215 | -3.4% | -$7,768 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $21.56万 | 0.03% | 4,943 | 12 | 0.2% | $523 | 加仓 |
| MDU | MDU RES GROUP INC | $21.24万 | 0.03% | 10,016 | -958 | -8.7% | -$2.03万 | 减仓 |
| GM | GENERAL MTRS CO | $21.03万 | 0.03% | 2,728 | 82 | 3.1% | $6,321 | 加仓 |
| ECL | ECOLAB INC | $20.18万 | 0.03% | 724 | 17 | 2.4% | $4,738 | 加仓 |
| MO | ALTRIA GROUP INC | $20.17万 | 0.03% | 2,804 | 112 | 4.2% | $8,058 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $19.44万 | 0.03% | 1,562 | 50 | 3.3% | $6,222 | 加仓 |
| TGT | TARGET CORP | $19.39万 | 0.03% | 1,485 | 25 | 1.7% | $3,264 | 加仓 |
| SYY | SYSCO CORP | $18.30万 | 0.03% | 2,189 | 59 | 2.8% | $4,932 | 加仓 |
| SHEL | SHELL PLC | $17.62万 | 0.02% | 2,272 | -89 | -3.8% | -$6,901 | 减仓 |
| KNF | KNIFE RIVER CORP | $17.46万 | 0.02% | 2,087 | -250 | -10.7% | -$2.09万 | 减仓 |
| ITB | ISHARES TR | $17.18万 | 0.02% | 1,644 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD | $16.80万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $15.81万 | 0.02% | 1,009 | 139 | 16.0% | $2.18万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $15.09万 | 0.02% | 2,055 | 2 | 0.1% | $147 | 加仓 |
| INTU | INTUIT | $14.55万 | 0.02% | 557 | 23 | 4.3% | $6,007 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $13.89万 | 0.02% | 493 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $12.94万 | 0.02% | 700 | 78 | 12.5% | $1.44万 | 加仓 |
| HSY | HERSHEY CO | $12.72万 | 0.02% | 725 | 18 | 2.5% | $3,159 | 加仓 |
| SBUX | STARBUCKS CORP | $12.46万 | 0.02% | 1,219 | 105 | 9.4% | $1.07万 | 加仓 |
| IJH | ISHARES TR | $12.19万 | 0.02% | 1,581 | 2 | 0.1% | $154 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $11.94万 | 0.02% | 425 | 71 | 20.1% | $2.00万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $10.81万 | 0.02% | 661 | 49 | 8.0% | $8,013 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $10.29万 | 0.01% | 1,778 | 82 | 4.8% | $4,744 | 加仓 |
| NKE | NIKE INC | $8.57万 | 0.01% | 2,087 | 85 | 4.2% | $3,489 | 加仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $1.97万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,752 | -100.0% | -$39.61万 | 清仓 |