LCM Capital Management Inc
CHICAGO IL · SEC CIK 0001861752
$2.30亿2026Q2 申报市值
129持仓数
63.6%前十大占比 · 第一大 13.5%
21 / 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
MU 新建仓+$98.00万
MRVL 新建仓+$54.75万
DELL 新建仓+$45.99万
ARM 新建仓+$44.39万
MDY 加仓+$33.69万
2026Q2 卖出最多 按季末市值估算
PLTR 减仓-$30.54万
T 清仓-$28.46万
HON 减仓-$22.60万
IBIT 清仓-$22.59万
OTIS 清仓-$20.58万
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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $126.15万 | 0.55% | 3,854 | -26 | -0.7% | -$8,510 | 减仓 |
| GLW | CORNING INC | $126.39万 | 0.55% | 4,948 | 87 | 1.8% | $2.22万 | 加仓 |
| ASML | ASML HLDG NV | $126.74万 | 0.55% | 637 | 58 | 10.0% | $11.54万 | 加仓 |
| GOOG | ALPHABET INC | $127.34万 | 0.55% | 3,604 | 170 | 5.0% | $6.01万 | 加仓 |
| YUM | YUM BRANDS INC | $127.62万 | 0.55% | 7,983 | 26 | 0.3% | $4,156 | 加仓 |
| ORCL | ORACLE CORP | $128.65万 | 0.56% | 8,779 | -39 | -0.4% | -$5,715 | 减仓 |
| — | ISHARES ETHEREUM TR | $129.64万 | 0.56% | 109,030 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $143.63万 | 0.62% | 7,772 | 75 | 1.0% | $1.39万 | 加仓 |
| CVX | CHEVRON CORPORATION | $149.89万 | 0.65% | 9,042 | 93 | 1.0% | $1.54万 | 加仓 |
| HD | HOME DEPOT INC | $151.48万 | 0.66% | 4,295 | 15 | 0.4% | $5,290 | 加仓 |
| — | EXXON MOBIL CORP | $154.74万 | 0.67% | 11,318 | 135 | 1.2% | $1.85万 | 加仓 |
| META | META PLATFORMS INC | $155.03万 | 0.67% | 2,752 | 46 | 1.7% | $2.59万 | 加仓 |
| CSCO | CISCO SYS INC | $172.80万 | 0.75% | 14,712 | -56 | -0.4% | -$6,578 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $189.43万 | 0.82% | 3,718 | 61 | 1.7% | $3.11万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $189.74万 | 0.82% | 2,028 | 38 | 1.9% | $3.56万 | 加仓 |
| RTX | RTX CORPORATION | $212.70万 | 0.92% | 11,211 | 148 | 1.3% | $2.81万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $231.26万 | 1.01% | 19,822 | -2,618 | -11.7% | -$30.54万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $271.61万 | 1.18% | 10,695 | 144 | 1.4% | $3.66万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $338.52万 | 1.47% | 74,662 | 918 | 1.2% | $4.16万 | 加仓 |
| WMT | WALMART INC | $356.11万 | 1.55% | 31,442 | 287 | 0.9% | $3.25万 | 加仓 |
| AMZN | AMAZON COM INC | $429.46万 | 1.87% | 18,019 | 238 | 1.3% | $5.67万 | 加仓 |
| AVGO | BROADCOM INC | $476.64万 | 2.07% | 12,618 | 165 | 1.3% | $6.23万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $542.45万 | 2.36% | 9,338 | 517 | 5.9% | $30.03万 | 加仓 |
| GOOGL | ALPHABET INC | $786.47万 | 3.42% | 22,007 | 379 | 1.8% | $13.54万 | 加仓 |
| EFA | ISHARES TR | $798.06万 | 3.47% | 76,825 | 1,229 | 1.6% | $12.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $798.18万 | 3.47% | 21,398 | 313 | 1.5% | $11.68万 | 加仓 |
| VFH | VANGUARD WORLD FD | $829.20万 | 3.60% | 63,009 | 1,097 | 1.8% | $14.44万 | 加仓 |
| AAPL | APPLE INC | $1,294.19万 | 5.63% | 44,726 | 521 | 1.2% | $15.08万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,385.24万 | 6.02% | 69,231 | 382 | 0.6% | $7.64万 | 加仓 |
| IWM | ISHARES TR | $2,136.48万 | 9.29% | 71,109 | 935 | 1.3% | $28.09万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,960.55万 | 12.87% | 39,645 | -5 | -0.0% | -$3,734 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3,108.19万 | 13.51% | 44,192 | 479 | 1.1% | $33.69万 | 加仓 |