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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $7,257.77万 | 10.11% | 60,510 | 9,231 | 18.0% | $1,107.20万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,800.81万 | 9.47% | 135,910 | 3,707 | 2.8% | $185.49万 | 加仓 |
| — | FAIRFAX FINANCIAL | $4,185.69万 | 5.83% | 25,417 | 597 | 2.4% | $98.31万 | 加仓 |
| EFV | ISHARES TR | $3,618.40万 | 5.04% | 472,684 | 15,288 | 3.3% | $117.03万 | 加仓 |
| IEMG | ISHARES INC | $3,053.03万 | 4.25% | 368,546 | 7,148 | 2.0% | $59.21万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $2,206.48万 | 3.07% | 556,068 | 16,295 | 3.0% | $64.66万 | 加仓 |
| BOC | BOSTON OMAHA CORP | $1,994.10万 | 2.78% | 1,461,947 | 3,955 | 0.3% | $5.39万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,992.28万 | 2.78% | 719,235 | 39,238 | 5.8% | $108.69万 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $1,832.96万 | 2.55% | 210,540 | 6,777 | 3.3% | $59.00万 | 加仓 |
| TBBK | BANCORP INC DEL | $1,746.65万 | 2.43% | 278,839 | 53,948 | 24.0% | $337.93万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,629.31万 | 2.27% | 562,608 | -4,037 | -0.7% | -$11.69万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,485.77万 | 2.07% | 161,024 | 5,448 | 3.5% | $50.27万 | 加仓 |
| VTS | VITESSE ENERGY INC | $1,480.75万 | 2.06% | 938,964 | 898,450 | 2,217.6% | $1,416.86万 | 加仓 |
| DFH | DREAM FINDERS HOMES INC | $1,414.29万 | 1.97% | 819,406 | 314,028 | 62.1% | $542.01万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD | $1,367.03万 | 1.90% | 1,242,756 | 384,759 | 44.8% | $423.23万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $1,359.73万 | 1.89% | 155,327 | 5,887 | 3.9% | $51.53万 | 加仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $1,316.00万 | 1.83% | 944,046 | 1,764 | 0.2% | $2.46万 | 加仓 |
| C | CITIGROUP INC | $1,150.82万 | 1.60% | 82,225 | -84,881 | -50.8% | -$1,187.99万 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $1,102.60万 | 1.54% | 177,210 | 5,277 | 3.1% | $32.83万 | 加仓 |
| AMLP | ALPS ETF TR | $1,019.56万 | 1.42% | 196,637 | 7,310 | 3.9% | $37.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,018.48万 | 1.42% | 27,304 | 564 | 2.1% | $21.04万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $986.47万 | 1.37% | 86,396 | 86,396 | — | $986.47万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $971.22万 | 1.35% | 39,970 | 2,538 | 6.8% | $61.67万 | 加仓 |
| VDE | VANGUARD WORLD FD | $930.76万 | 1.30% | 61,997 | 2,628 | 4.4% | $39.45万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $881.36万 | 1.23% | 169,818 | 5,488 | 3.3% | $28.48万 | 加仓 |
| — | CRIMSON WINE GROUP | $864.18万 | 1.20% | 1,956,931 | 195,605 | 11.1% | $86.38万 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $772.69万 | 1.08% | 571,094 | 357,478 | 167.3% | $483.67万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $759.16万 | 1.06% | 35,680 | 4,628 | 14.9% | $98.47万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $735.35万 | 1.02% | 151,399 | 3,783 | 2.6% | $18.37万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $692.11万 | 0.96% | 188,277 | 1,186 | 0.6% | $4.36万 | 加仓 |
| — | FAIRFAX INDIA | $662.17万 | 0.92% | 363,232 | 23,358 | 6.9% | $42.58万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $577.76万 | 0.80% | 28,875 | 2,139 | 8.0% | $42.80万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $568.76万 | 0.79% | 16,815 | -61 | -0.4% | -$2.06万 | 减仓 |
| AMZN | AMAZON COM INC | $544.96万 | 0.76% | 22,865 | 799 | 3.6% | $19.04万 | 加仓 |
| NVR | NVR INC | $492.61万 | 0.69% | 723 | 63 | 9.5% | $42.92万 | 加仓 |
| AAPL | APPLE INC | $468.25万 | 0.65% | 16,182 | 1,204 | 8.0% | $34.84万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $449.31万 | 0.63% | 6 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $443.28万 | 0.62% | 79,827 | 1,425 | 1.8% | $7.91万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $434.62万 | 0.61% | 10,457 | 85 | 0.8% | $3.53万 | 加仓 |
| IWR | ISHARES TR | $391.81万 | 0.55% | 35,515 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $364.62万 | 0.51% | 10,203 | 464 | 4.8% | $16.58万 | 加仓 |
| GOOG | ALPHABET INC | $358.56万 | 0.50% | 10,148 | 265 | 2.7% | $9.36万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $355.14万 | 0.49% | 104,946 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUN TARGET TERM TR | $312.36万 | 0.44% | 137,301 | 132 | 0.1% | $3,003 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $281.45万 | 0.39% | 80,853 | 1,112 | 1.4% | $3.87万 | 加仓 |
| WMT | WALMART INC | $275.56万 | 0.38% | 24,330 | 371 | 1.5% | $4.20万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $229.12万 | 0.32% | 77,853 | -415 | -0.5% | -$1.22万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $195.90万 | 0.27% | 5,294 | 24 | 0.5% | $8,881 | 加仓 |
| MRK | MERCK & CO INC | $186.26万 | 0.26% | 14,495 | -182 | -1.2% | -$2.34万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $182.15万 | 0.25% | 5,565 | 220 | 4.1% | $7.20万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $178.23万 | 0.25% | 3,732 | 15 | 0.4% | $7,164 | 加仓 |
| WRB | BERKLEY W R CORP | $169.77万 | 0.24% | 24,071 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $165.98万 | 0.23% | 34,921 | 212 | 0.6% | $1.01万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $164.65万 | 0.23% | 27,584 | -269 | -1.0% | -$1.61万 | 减仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $162.65万 | 0.23% | 77,304 | -1,925 | -2.4% | -$4.05万 | 减仓 |
| KMX | CARMAX INC | $161.59万 | 0.23% | 30,552 | 10,717 | 54.0% | $56.68万 | 加仓 |
| AVGO | BROADCOM INC | $160.24万 | 0.22% | 4,242 | 357 | 9.2% | $13.49万 | 加仓 |
| ABBV | ABBVIE INC | $158.66万 | 0.22% | 6,305 | 142 | 2.3% | $3.57万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $157.77万 | 0.22% | 14,677 | 5,826 | 65.8% | $62.63万 | 加仓 |
| STLA | STELLANTIS N.V | $151.79万 | 0.21% | 264,437 | -31,380 | -10.6% | -$18.01万 | 减仓 |
| CAT | CATERPILLAR INC | $148.60万 | 0.21% | 1,395 | 35 | 2.6% | $3.73万 | 加仓 |
| V | VISA INC | $142.30万 | 0.20% | 4,148 | 130 | 3.2% | $4.46万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $141.34万 | 0.20% | 5,565 | 184 | 3.4% | $4.67万 | 加仓 |
| HD | HOME DEPOT INC | $125.95万 | 0.18% | 3,571 | 63 | 1.8% | $2.22万 | 加仓 |
| IWM | ISHARES TR | $124.05万 | 0.17% | 4,129 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $118.17万 | 0.16% | 6,916 | 6,916 | — | $118.17万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $116.26万 | 0.16% | 62,740 | 62,740 | — | $116.26万 | 新建仓 |
| MMM | 3M CO | $113.08万 | 0.16% | 6,984 | 60 | 0.9% | $9,715 | 加仓 |
| — | EXXON MOBIL CORP | $111.53万 | 0.16% | 8,157 | 372 | 4.8% | $5.09万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $110.85万 | 0.15% | 5,087 | -29 | -0.6% | -$6,319 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $105.20万 | 0.15% | 5,815 | 119 | 2.1% | $2.15万 | 加仓 |
| BBY | BEST BUY INC | $105.17万 | 0.15% | 13,860 | 142 | 1.0% | $1.08万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $101.68万 | 0.14% | 17,632 | -494 | -2.7% | -$2.85万 | 减仓 |
| IEFA | ISHARES TR | $99.34万 | 0.14% | 10,286 | 22 | 0.2% | $2,125 | 加仓 |
| CVX | CHEVRON CORPORATION | $98.87万 | 0.14% | 5,965 | 179 | 3.1% | $2.97万 | 加仓 |
| IVV | ISHARES TR | $97.66万 | 0.14% | 1,304 | -40 | -3.0% | -$3.00万 | 减仓 |
| MCD | MCDONALDS CORP | $96.01万 | 0.13% | 3,552 | 64 | 1.8% | $1.73万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $95.77万 | 0.13% | 11,118 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $94.92万 | 0.13% | 9,138 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $90.32万 | 0.13% | 12,676 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $89.63万 | 0.12% | 5,650 | 17 | 0.3% | $2,697 | 加仓 |
| KO | COCA COLA CO | $84.86万 | 0.12% | 10,442 | 335 | 3.3% | $2.72万 | 加仓 |
| IWO | ISHARES TR | $81.75万 | 0.11% | 2,075 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $81.61万 | 0.11% | 3,192 | 24 | 0.8% | $6,136 | 加仓 |
| TSLA | TESLA INC | $81.39万 | 0.11% | 1,935 | 748 | 63.0% | $31.46万 | 加仓 |
| DAL | DELTA AIR LINES INC | $80.99万 | 0.11% | 8,647 | 47 | 0.5% | $4,402 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $79.04万 | 0.11% | 685 | 38 | 5.9% | $4.38万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $79.00万 | 0.11% | 1,360 | 111 | 8.9% | $6.45万 | 加仓 |
| URI | UNITED RENTALS INC | $78.06万 | 0.11% | 689 | 6 | 0.9% | $6,797 | 加仓 |
| ORCL | ORACLE CORP | $77.62万 | 0.11% | 5,297 | 145 | 2.8% | $2.12万 | 加仓 |
| AMAT | APPLIED MATLS INC | $70.85万 | 0.10% | 980 | 63 | 6.9% | $4.55万 | 加仓 |
| PEP | PEPSICO INC | $66.12万 | 0.09% | 4,884 | 102 | 2.1% | $1.38万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $65.27万 | 0.09% | 950 | 5 | 0.5% | $3,436 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $65.16万 | 0.09% | 12,154 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $61.28万 | 0.09% | 2,266 | 33 | 1.5% | $8,924 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $58.47万 | 0.08% | 3,700 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $57.08万 | 0.08% | 7,500 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $53.60万 | 0.07% | 3,839 | -1,229 | -24.3% | -$17.16万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $50.87万 | 0.07% | 6,355 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $49.55万 | 0.07% | 781 | 22 | 2.9% | $1.40万 | 加仓 |