GABLES CAPITAL MANAGEMENT INC.
MIAMI FL · SEC CIK 0001740839
$2.77亿2026Q2 申报市值
508持仓数
36.2%前十大占比 · 第一大 7.7%
45 / 10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
BE 新建仓+$181.92万
GLW 加仓+$156.07万
SPCX 新建仓+$118.24万
GOOG 加仓+$76.50万
GE 加仓+$62.41万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$117.16万
CRDO 减仓-$89.74万
ALAB 减仓-$57.96万
MTZ 减仓-$29.12万
TMO 减仓-$25.07万
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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $366.30万 | 1.32% | 13,551 | 500 | 3.8% | $13.52万 | 加仓 |
| V | VISA INC | $387.35万 | 1.40% | 11,290 | 144 | 1.3% | $4.94万 | 加仓 |
| WMT | WALMART INC | $396.12万 | 1.43% | 34,974 | 215 | 0.6% | $2.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $422.86万 | 1.53% | 11,336 | -362 | -3.1% | -$13.50万 | 减仓 |
| GEV | GE VERNOVA INC | $434.70万 | 1.57% | 3,700 | 168 | 4.8% | $19.74万 | 加仓 |
| IVW | ISHARES TR | $481.36万 | 1.74% | 35,000 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $518.24万 | 1.87% | 90,951 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $550.23万 | 1.99% | 23,086 | 580 | 2.6% | $13.82万 | 加仓 |
| HD | HOME DEPOT INC | $558.61万 | 2.02% | 15,839 | -55 | -0.3% | -$1.94万 | 减仓 |
| GOOG | ALPHABET INC | $600.03万 | 2.17% | 16,982 | 2,165 | 14.6% | $76.50万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $692.69万 | 2.50% | 6,001 | -1,015 | -14.5% | -$117.16万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $716.66万 | 2.59% | 21,894 | 200 | 0.9% | $6.55万 | 加仓 |
| CAT | CATERPILLAR INC | $772.05万 | 2.79% | 7,250 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $800.51万 | 2.89% | 68,613 | 1,615 | 2.4% | $18.84万 | 加仓 |
| MTZ | MASTEC INC | $814.19万 | 2.94% | 19,569 | -700 | -3.5% | -$29.12万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $1,317.49万 | 4.76% | 419,181 | -5,400 | -1.3% | -$16.97万 | 减仓 |
| AAPL | APPLE INC | $1,616.51万 | 5.84% | 55,865 | 480 | 0.9% | $13.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,141.06万 | 7.73% | 107,005 | 400 | 0.4% | $8.00万 | 加仓 |