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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,335.18万 | 10.48% | 132,203 | 276 | 0.2% | $13.23万 | 加仓 |
| LLY | ELI LILLY & CO | $4,716.50万 | 7.80% | 51,279 | 26,639 | 108.1% | $2,450.18万 | 加仓 |
| — | FAIRFAX FINANCIAL | $4,229.12万 | 6.99% | 24,820 | -31 | -0.1% | -$5.28万 | 减仓 |
| EFV | ISHARES TR | $3,400.74万 | 5.62% | 457,396 | 2,400 | 0.5% | $17.84万 | 加仓 |
| IEMG | ISHARES INC | $2,520.75万 | 4.17% | 361,398 | -1,414 | -0.4% | -$9.86万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $2,065.17万 | 3.42% | 539,773 | 3,028 | 0.6% | $11.59万 | 加仓 |
| C | CITIGROUP INC | $1,895.14万 | 3.13% | 167,106 | -7,609 | -4.4% | -$86.29万 | 减仓 |
| CASH | PATHWARD FINANCIAL INC | $1,818.18万 | 3.01% | 203,763 | 981 | 0.5% | $8.75万 | 加仓 |
| BOC | BOSTON OMAHA CORP | $1,702.93万 | 2.82% | 1,457,992 | 4,150 | 0.3% | $4.85万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,682.99万 | 2.78% | 679,997 | 22,185 | 3.4% | $54.91万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,462.10万 | 2.42% | 155,576 | -4,728 | -2.9% | -$44.43万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,422.28万 | 2.35% | 566,645 | 34,865 | 6.6% | $87.51万 | 加仓 |
| TBBK | BANCORP INC DEL | $1,208.34万 | 2.00% | 224,891 | 4,719 | 2.1% | $25.36万 | 加仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $1,188.22万 | 1.97% | 942,282 | 409,747 | 76.9% | $516.69万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $1,166.83万 | 1.93% | 149,440 | 1,950 | 1.3% | $15.23万 | 加仓 |
| VDE | VANGUARD WORLD FD | $1,027.32万 | 1.70% | 59,369 | 1,562 | 2.7% | $27.03万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD | $1,006.43万 | 1.66% | 857,997 | 27,885 | 3.4% | $32.71万 | 加仓 |
| AMLP | ALPS ETF TR | $996.62万 | 1.65% | 189,327 | 763 | 0.4% | $4.02万 | 加仓 |
| MSFT | MICROSOFT CORP | $989.84万 | 1.64% | 26,740 | 3,082 | 13.0% | $114.09万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $959.50万 | 1.59% | 147,616 | 1,956 | 1.3% | $12.71万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $906.95万 | 1.50% | 171,933 | 1,654 | 1.0% | $8.72万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $813.20万 | 1.34% | 37,432 | 835 | 2.3% | $18.14万 | 加仓 |
| — | CRIMSON WINE GROUP | $776.74万 | 1.28% | 1,761,326 | 103,378 | 6.2% | $45.59万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $707.95万 | 1.17% | 187,091 | 2,760 | 1.5% | $10.44万 | 加仓 |
| DFH | DREAM FINDERS HOMES INC | $703.49万 | 1.16% | 505,378 | 10,341 | 2.1% | $14.39万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $701.69万 | 1.16% | 164,330 | 4,004 | 2.5% | $17.10万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $595.94万 | 0.99% | 31,052 | 715 | 2.4% | $13.72万 | 加仓 |
| KR | KROGER CO | $567.32万 | 0.94% | 78,402 | -986 | -1.2% | -$7.13万 | 减仓 |
| — | FAIRFAX INDIA | $547.20万 | 0.91% | 339,874 | 2,817 | 0.8% | $4.54万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $510.47万 | 0.84% | 16,876 | -163 | -1.0% | -$4.93万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $466.27万 | 0.77% | 26,736 | -370 | -1.4% | -$6.45万 | 减仓 |
| AMZN | AMAZON COM INC | $459.57万 | 0.76% | 22,066 | 122 | 0.6% | $2.54万 | 加仓 |
| NVR | NVR INC | $434.93万 | 0.72% | 660 | 20 | 3.1% | $13.18万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $430.88万 | 0.71% | 6 | 3 | 100.0% | $215.44万 | 加仓 |
| AAPL | APPLE INC | $380.11万 | 0.63% | 14,978 | 1 | 0.0% | $254 | 加仓 |
| ACI | ALBERTSONS COS INC | $364.00万 | 0.60% | 213,616 | 1,765 | 0.8% | $3.01万 | 加仓 |
| IWR | ISHARES TR | $345.32万 | 0.57% | 35,515 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUN TARGET TERM TR | $311.37万 | 0.51% | 137,169 | 162 | 0.1% | $3,677 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $305.71万 | 0.51% | 104,946 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $297.76万 | 0.49% | 23,959 | -70 | -0.3% | -$8,700 | 减仓 |
| GOOG | ALPHABET INC | $283.51万 | 0.47% | 9,883 | 1 | 0.0% | $287 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $280.64万 | 0.46% | 10,372 | -327 | -3.1% | -$8.85万 | 减仓 |
| GOOGL | ALPHABET INC | $280.05万 | 0.46% | 9,739 | 1 | 0.0% | $288 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $243.21万 | 0.40% | 79,741 | 1,484 | 1.9% | $4.53万 | 加仓 |
| STLA | STELLANTIS N.V | $209.73万 | 0.35% | 295,817 | -22,917 | -7.2% | -$16.25万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $200.68万 | 0.33% | 78,268 | -197 | -0.3% | -$5,051 | 减仓 |
| MRK | MERCK & CO INC | $176.55万 | 0.29% | 14,677 | 2,776 | 23.3% | $33.39万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $169.07万 | 0.28% | 5,270 | 2,920 | 124.3% | $93.68万 | 加仓 |
| WRB | BERKLEY W R CORP | $159.54万 | 0.26% | 24,071 | 2 | 0.0% | $133 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $157.23万 | 0.26% | 5,345 | 1 | 0.0% | $294 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $150.55万 | 0.25% | 27,853 | -130 | -0.5% | -$7,027 | 减仓 |
| CSX | CSX CORP | $142.48万 | 0.24% | 34,709 | 22,399 | 182.0% | $91.95万 | 加仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $140.24万 | 0.23% | 79,229 | -21 | -0.0% | -$372 | 减仓 |
| ABBV | ABBVIE INC | $134.04万 | 0.22% | 6,163 | -139 | -2.2% | -$3.02万 | 减仓 |
| — | EXXON MOBIL CORP | $132.07万 | 0.22% | 7,785 | -238 | -3.0% | -$4.04万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $131.52万 | 0.22% | 5,381 | 1,267 | 30.8% | $30.97万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $125.62万 | 0.21% | 3,717 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $121.45万 | 0.20% | 4,018 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $120.24万 | 0.20% | 3,885 | 5 | 0.1% | $1,548 | 加仓 |
| CVX | CHEVRON CORPORATION | $119.71万 | 0.20% | 5,786 | 824 | 16.6% | $17.05万 | 加仓 |
| HD | HOME DEPOT INC | $115.37万 | 0.19% | 3,508 | 205 | 6.2% | $6.74万 | 加仓 |
| MCD | MCDONALDS CORP | $108.41万 | 0.18% | 3,488 | 10 | 0.3% | $3,108 | 加仓 |
| IWM | ISHARES TR | $102.39万 | 0.17% | 4,129 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $100.56万 | 0.17% | 6,924 | 9 | 0.1% | $1,307 | 加仓 |
| VTV | VANGUARD INDEX FDS | $100.37万 | 0.17% | 5,116 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $96.38万 | 0.16% | 1,360 | 247 | 22.2% | $17.50万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $94.18万 | 0.16% | 5,696 | 1,052 | 22.7% | $17.39万 | 加仓 |
| IEFA | ISHARES TR | $92.92万 | 0.15% | 10,264 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $88.75万 | 0.15% | 9,138 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $88.07万 | 0.15% | 13,718 | 13,718 | — | $88.07万 | 新建仓 |
| IVV | ISHARES TR | $87.79万 | 0.15% | 1,344 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $87.58万 | 0.14% | 18,126 | -936 | -4.9% | -$4.52万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $87.08万 | 0.14% | 8,851 | 2,369 | 36.5% | $23.31万 | 加仓 |
| VST | VISTRA CORP | $84.68万 | 0.14% | 5,633 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $82.47万 | 0.14% | 19,835 | 7,710 | 63.6% | $32.06万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $81.23万 | 0.13% | 12,676 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $80.94万 | 0.13% | 1,853 | -41 | -2.2% | -$1.79万 | 减仓 |
| MPC | MARATHON PETE CORP | $77.36万 | 0.13% | 3,168 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $76.86万 | 0.13% | 10,107 | -292 | -2.8% | -$2.22万 | 减仓 |
| ORCL | ORACLE CORP | $75.79万 | 0.13% | 5,152 | 10 | 0.2% | $1,471 | 加仓 |
| PEP | PEPSICO INC | $74.25万 | 0.12% | 4,782 | 2 | 0.0% | $311 | 加仓 |
| VTS | VITESSE ENERGY INC | $73.57万 | 0.12% | 40,514 | 33,375 | 467.5% | $60.61万 | 加仓 |
| IWO | ISHARES TR | $65.12万 | 0.11% | 2,075 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $60.01万 | 0.10% | 12,154 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $58.12万 | 0.10% | 2,233 | 944 | 73.2% | $24.57万 | 加仓 |
| DAL | DELTA AIR LINES INC | $57.17万 | 0.09% | 8,600 | 8,600 | — | $57.17万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $56.49万 | 0.09% | 945 | 2 | 0.2% | $1,196 | 加仓 |
| BP | BP PLC | $55.39万 | 0.09% | 11,784 | -910 | -7.2% | -$4.28万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $54.80万 | 0.09% | 3,700 | 0 | 0.0% | — | 不变 |
| — | EVOLUTION METALS & TECH CORP | $53.19万 | 0.09% | 70,073 | 70,073 | — | $53.19万 | 新建仓 |
| ACWX | ISHARES TR | $51.35万 | 0.08% | 7,500 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $49.76万 | 0.08% | 683 | 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 |
| DHR | DANAHER CORP DEL | $46.10万 | 0.08% | 2,432 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $45.55万 | 0.08% | 238 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP | $44.62万 | 0.07% | 10,400 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $44.13万 | 0.07% | 1,187 | -57 | -4.6% | -$2.12万 | 减仓 |
| RTX | RTX CORPORATION | $43.66万 | 0.07% | 2,263 | 4 | 0.2% | $772 | 加仓 |
| NOW | SERVICENOW INC | $43.39万 | 0.07% | 4,150 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $42.76万 | 0.07% | 759 | 1 | 0.1% | $563 | 加仓 |