LITTLE HOUSE CAPITAL LLC
BRAINTREE MA · SEC CIK 0001748814
$4.45亿2026Q2 申报市值
113持仓数
35.5%前十大占比 · 第一大 5.0%
2 / 3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
MSFT 加仓+$108.70万
GOOGL 加仓+$107.03万
CRWD 加仓+$91.42万
TXN 新建仓+$89.34万
BLK 加仓+$76.94万
2026Q2 卖出最多 按季末市值估算
EMR 重新持有-$167.82万
CRH 清仓-$150.83万
BSX 清仓-$84.34万
TSM 减仓-$67.58万
IBM 减仓-$58.13万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,223.36万 | 5.00% | 76,837 | 816 | 1.1% | $23.61万 | 加仓 |
| GOOGL | ALPHABET INC | $1,845.64万 | 4.15% | 51,645 | 2,995 | 6.2% | $107.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,705.33万 | 3.83% | 45,717 | 2,914 | 6.8% | $108.70万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $1,622.00万 | 3.64% | 335,887 | 5,525 | 1.7% | $26.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,596.13万 | 3.59% | 79,770 | 1,604 | 2.1% | $32.09万 | 加仓 |
| IJH | ISHARES TR | $1,515.81万 | 3.41% | 196,578 | 2,973 | 1.5% | $22.92万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,396.77万 | 3.14% | 29,248 | -1,415 | -4.6% | -$67.58万 | 减仓 |
| EFA | ISHARES TR | $1,365.21万 | 3.07% | 131,422 | 3,435 | 2.7% | $35.68万 | 加仓 |
| AVGO | BROADCOM INC | $1,282.96万 | 2.88% | 33,963 | -80 | -0.2% | -$3.02万 | 减仓 |
| AMZN | AMAZON COM INC | $1,251.61万 | 2.81% | 52,514 | -252 | -0.5% | -$6.01万 | 减仓 |
| IEF | ISHARES TR | $1,094.58万 | 2.46% | 115,743 | 2,122 | 1.9% | $20.07万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,042.80万 | 2.34% | 31,858 | 462 | 1.5% | $15.12万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,019.32万 | 2.29% | 40,136 | 2,346 | 6.2% | $59.58万 | 加仓 |
| EEM | ISHARES TR | $990.27万 | 2.22% | 144,755 | 1,330 | 0.9% | $9.10万 | 加仓 |
| SHY | ISHARES TR | $969.36万 | 2.18% | 118,056 | 2,181 | 1.9% | $17.91万 | 加仓 |
| META | META PLATFORMS INC | $822.73万 | 1.85% | 14,606 | 321 | 2.2% | $18.08万 | 加仓 |
| PULS | PGIM ETF TR | $793.87万 | 1.78% | 160,215 | 310 | 0.2% | $1.54万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $788.76万 | 1.77% | 7,799 | 64 | 0.8% | $6.47万 | 加仓 |
| CAT | CATERPILLAR INC | $749.44万 | 1.68% | 7,038 | -242 | -3.3% | -$25.77万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $706.99万 | 1.59% | 85,540 | 618 | 0.7% | $5.11万 | 加仓 |
| WMT | WALMART INC | $705.81万 | 1.59% | 62,317 | -3,061 | -4.7% | -$34.67万 | 减仓 |
| AGG | ISHARES TR | $620.82万 | 1.39% | 62,722 | 1,873 | 3.1% | $18.54万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $609.49万 | 1.37% | 67,132 | 551 | 0.8% | $5.00万 | 加仓 |
| LLY | ELI LILLY & CO | $609.08万 | 1.37% | 5,078 | 177 | 3.6% | $21.23万 | 加仓 |
| GTX | GARRETT MOTION INC | $582.70万 | 1.31% | 160,833 | -6,754 | -4.0% | -$24.47万 | 减仓 |
| — | EXXON MOBIL CORP | $581.47万 | 1.31% | 42,530 | 279 | 0.7% | $3.81万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $577.91万 | 1.30% | 7,739 | 28 | 0.4% | $2.09万 | 加仓 |
| ASML | ASML HLDG NV | $550.71万 | 1.24% | 2,768 | 25 | 0.9% | $4.97万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $529.31万 | 1.19% | 5,658 | 212 | 3.9% | $19.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $515.38万 | 1.16% | 10,300 | -916 | -8.2% | -$45.83万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $470.86万 | 1.06% | 198,590 | 8,154 | 4.3% | $19.33万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $453.71万 | 1.02% | 9,134 | 173 | 1.9% | $8.59万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $452.38万 | 1.02% | 3,919 | -411 | -9.5% | -$47.44万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $343.35万 | 0.77% | 6,685 | 68 | 1.0% | $3.49万 | 加仓 |
| MRK | MERCK & CO INC | $338.18万 | 0.76% | 26,318 | 842 | 3.3% | $10.82万 | 加仓 |
| GE | GE AEROSPACE | $336.06万 | 0.76% | 8,992 | 84 | 0.9% | $3.14万 | 加仓 |
| ORCL | ORACLE CORP | $324.06万 | 0.73% | 22,113 | 830 | 3.9% | $12.16万 | 加仓 |
| SO | SOUTHERN CO | $318.43万 | 0.72% | 33,271 | 474 | 1.4% | $4.54万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $314.93万 | 0.71% | 10,572 | -1,755 | -14.2% | -$52.28万 | 减仓 |
| RTX | RTX CORPORATION | $313.73万 | 0.70% | 16,535 | -69 | -0.4% | -$1.31万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $303.12万 | 0.68% | 3,972 | 1,198 | 43.2% | $91.42万 | 加仓 |
| ATI | ATI INC | $302.65万 | 0.68% | 15,355 | 908 | 6.3% | $17.90万 | 加仓 |
| V | VISA INC | $287.76万 | 0.65% | 8,387 | -149 | -1.7% | -$5.11万 | 减仓 |
| INTC | INTEL CORP | $277.84万 | 0.62% | 19,898 | 538 | 2.8% | $7.51万 | 加仓 |
| UNP | UNION PAC CORP | $271.89万 | 0.61% | 9,996 | 142 | 1.4% | $3.86万 | 加仓 |
| KLAC | KLA CORP | $268.31万 | 0.60% | 8,893 | -1,117 | -11.2% | -$33.70万 | 减仓 |
| TJX | TJX COS INC NEW | $258.21万 | 0.58% | 17,043 | 334 | 2.0% | $5.06万 | 加仓 |
| WMB | WILLIAMS COS INC | $256.65万 | 0.58% | 34,524 | 627 | 1.8% | $4.66万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $256.19万 | 0.58% | 60,507 | 2,691 | 4.7% | $11.39万 | 加仓 |
| HD | HOME DEPOT INC | $252.34万 | 0.57% | 7,155 | 21 | 0.3% | $7,406 | 加仓 |
| MTZ | MASTEC INC | $252.34万 | 0.57% | 6,065 | -550 | -8.3% | -$22.88万 | 减仓 |
| GOOG | ALPHABET INC | $228.78万 | 0.51% | 6,475 | 38 | 0.6% | $1.34万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $225.00万 | 0.51% | 6,598 | 18 | 0.3% | $6,138 | 加仓 |
| PWR | QUANTA SVCS INC | $221.63万 | 0.50% | 3,078 | 159 | 5.4% | $11.45万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $220.44万 | 0.50% | 7,839 | -2,067 | -20.9% | -$58.13万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $216.66万 | 0.49% | 15,836 | -61 | -0.4% | -$8,346 | 减仓 |
| BLK | BLACKROCK INC | $208.79万 | 0.47% | 2,171 | 800 | 58.4% | $76.94万 | 加仓 |
| NOW | SERVICENOW INC | $204.97万 | 0.46% | 20,646 | 4,343 | 26.6% | $43.12万 | 加仓 |
| CSCO | CISCO SYS INC | $200.61万 | 0.45% | 17,079 | 110 | 0.6% | $1.29万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $197.50万 | 0.44% | 20,577 | 6,817 | 49.5% | $65.43万 | 加仓 |
| ALL | ALLSTATE CORP | $195.03万 | 0.44% | 8,197 | -1,822 | -18.2% | -$43.35万 | 减仓 |
| WM | WASTE MGMT INC DEL | $191.45万 | 0.43% | 8,590 | -105 | -1.2% | -$2.34万 | 减仓 |
| BAC | BANK OF AMER CORP | $189.05万 | 0.42% | 33,179 | 938 | 2.9% | $5.34万 | 加仓 |
| CME | CME GROUP INC | $187.53万 | 0.42% | 8,492 | -1,169 | -12.1% | -$25.81万 | 减仓 |
| AMGN | AMGEN INC | $175.28万 | 0.39% | 4,840 | 9 | 0.2% | $3,259 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $162.57万 | 0.37% | 6,974 | 2,583 | 58.8% | $60.21万 | 加仓 |
| KO | COCA COLA CO | $160.48万 | 0.36% | 19,746 | 174 | 0.9% | $1.41万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $157.95万 | 0.35% | 27,412 | 540 | 2.0% | $3.11万 | 加仓 |
| NFLX | NETFLIX INC. | $154.25万 | 0.35% | 21,603 | -8,006 | -27.0% | -$57.16万 | 减仓 |
| MCD | MCDONALDS CORP | $143.56万 | 0.32% | 5,311 | 69 | 1.3% | $1.87万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $141.31万 | 0.32% | 2,450 | 5 | 0.2% | $2,884 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $134.80万 | 0.30% | 2,646 | 49 | 1.9% | $2.50万 | 加仓 |
| VMC | VULCAN MATLS CO | $126.53万 | 0.28% | 4,289 | 107 | 2.6% | $3.16万 | 加仓 |
| BA | BOEING CO | $125.47万 | 0.28% | 5,796 | 106 | 1.9% | $2.29万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $124.94万 | 0.28% | 26,204 | 8,011 | 44.0% | $38.20万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $115.55万 | 0.26% | 6,707 | 49 | 0.7% | $8,442 | 加仓 |
| PG | PROCTER & GAMBLE CO | $110.14万 | 0.25% | 7,511 | -1,185 | -13.6% | -$17.38万 | 减仓 |
| MFC | MANULIFE FINL CORP | $105.11万 | 0.24% | 25,947 | -9,458 | -26.7% | -$38.31万 | 减仓 |
| TFI | SPDR SERIES TRUST | $101.24万 | 0.23% | 22,105 | 418 | 1.9% | $1.91万 | 加仓 |
| IBDX | ISHARES TR | $101.24万 | 0.23% | 40,189 | 1,037 | 2.6% | $2.61万 | 加仓 |
| IBDY | ISHARES TR | $100.81万 | 0.23% | 39,157 | 1,000 | 2.6% | $2.57万 | 加仓 |
| CMDY | ISHARES U S ETF TR | $98.06万 | 0.22% | 17,755 | 495 | 2.9% | $2.73万 | 加仓 |
| IWF | ISHARES TR | $97.55万 | 0.22% | 7,856 | 240 | 3.2% | $2.98万 | 加仓 |
| CLS | CELESTICA INC | $94.37万 | 0.21% | 2,587 | -104 | -3.9% | -$3.79万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $94.02万 | 0.21% | 18,593 | -3,627 | -16.3% | -$18.34万 | 减仓 |
| IBDU | ISHARES TR | $93.69万 | 0.21% | 40,451 | 1,008 | 2.6% | $2.33万 | 加仓 |
| IBDV | ISHARES TR | $93.30万 | 0.21% | 42,798 | 1,083 | 2.6% | $2.36万 | 加仓 |
| IBDW | ISHARES TR | $93.07万 | 0.21% | 44,660 | 1,116 | 2.6% | $2.33万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $92.28万 | 0.21% | 2,490 | 0 | 0.0% | — | 不变 |
| IBDZ | ISHARES TR | $89.53万 | 0.20% | 34,368 | 916 | 2.7% | $2.39万 | 加仓 |
| TXN | TEXAS INSTRS INC | $89.34万 | 0.20% | 2,997 | 2,997 | — | $89.34万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $88.42万 | 0.20% | 10,895 | 26 | 0.2% | $2,110 | 加仓 |
| EMR | EMERSON ELEC CO | $86.57万 | 0.19% | 6,047 | -11,723 | -66.0% | -$167.82万 | 重新持有 |
| IBCA | ISHARES TR | $83.66万 | 0.19% | 32,669 | 1,118 | 3.5% | $2.86万 | 加仓 |
| SBUX | STARBUCKS CORP | $83.53万 | 0.19% | 8,174 | 354 | 4.5% | $3.62万 | 加仓 |
| MUB | ISHARES TR | $82.23万 | 0.18% | 7,640 | 90 | 1.2% | $9,686 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $82.19万 | 0.18% | 7,044 | 241 | 3.5% | $2.81万 | 加仓 |
| IBDT | ISHARES TR | $74.84万 | 0.17% | 29,639 | 737 | 2.5% | $1.86万 | 加仓 |
| DOW | DOW HLDGS INC | $72.98万 | 0.16% | 26,674 | 26,674 | — | $72.98万 | 新建仓 |
| GEV | GE VERNOVA INC | $70.49万 | 0.16% | 600 | 13 | 2.2% | $1.53万 | 加仓 |