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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $23.35万 | 0.10% | 5,514 | 72 | 1.3% | $3,048 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $22.91万 | 0.10% | 21,237 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $22.88万 | 0.10% | 5,792 | 109 | 1.9% | $4,306 | 加仓 |
| HON | HONEYWELL INTL INC | $22.63万 | 0.10% | 1,005 | -1,004 | -50.0% | -$22.60万 | 减仓 |
| STM | STMICROELECTRONICS N V | $22.47万 | 0.10% | 3,000 | 3,000 | — | $22.47万 | 新建仓 |
| GLD | SPDR GOLD TR | $22.36万 | 0.10% | 607 | 18 | 3.1% | $6,631 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $22.22万 | 0.10% | 1,005 | 1,005 | — | $22.22万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $22.10万 | 0.10% | 1,512 | 1,512 | — | $22.10万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $21.67万 | 0.09% | 500 | 500 | — | $21.67万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $21.53万 | 0.09% | 44,023 | 5,000 | 12.8% | $2.44万 | 加仓 |
| SHOP | SHOPIFY INC | $21.18万 | 0.09% | 1,855 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $20.91万 | 0.09% | 2,255 | 61 | 2.8% | $5,656 | 加仓 |
| SLB | SLB LIMITED | $20.69万 | 0.09% | 4,449 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $20.38万 | 0.09% | 400 | 15 | 3.9% | $7,641 | 加仓 |
| — | NVIDIA CORPORATION 看涨期权 | $20.01万 | 0.09% | 1,000 | 1,000 | — | $20.01万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $20.01万 | 0.09% | 1,713 | 1,713 | — | $20.01万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $17.00万 | 0.07% | 15,249 | 3,574 | 30.6% | $3.99万 | 加仓 |
| — | GRAYSCALE CHAINLINK TR ETF | $12.80万 | 0.06% | 20,000 | 0 | 0.0% | — | 不变 |
| NUVB | NUVATION BIO INC | $8.52万 | 0.04% | 15,000 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $8.39万 | 0.04% | 12,975 | 12,975 | — | $8.39万 | 新建仓 |
| — | PLAINS ALL AMERN PIPELINE L 看涨期权 | $6.80万 | 0.03% | 12,000 | 12,000 | — | $6.80万 | 新建仓 |
| — | GRAYSCALE SOLANA STAKING ETF | $6.19万 | 0.03% | 11,200 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $5.50万 | 0.02% | 15,000 | 3,000 | 25.0% | $1.10万 | 加仓 |
| PLUG | PLUG PWR INC | $2.83万 | 0.01% | 10,425 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $2.61万 | 0.01% | 20,400 | 0 | 0.0% | — | 不变 |
| — | NANO X IMAGING LTD | $1.16万 | 0.01% | 10,000 | 10,000 | — | $1.16万 | 新建仓 |
| — | AGEAGLE AERIAL SYS INC NEW | $1.07万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | DATAVAULT AI INC | $6,300 | 0.00% | 18,000 | 18,000 | — | $6,300 | 新建仓 |
| — | HYPERSCALE DATA INC | $1,407 | 0.00% | 10,000 | 10,000 | — | $1,407 | 新建仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,817 | -100.0% | -$28.46万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,880 | -100.0% | -$22.59万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,670 | -100.0% | -$20.58万 | 清仓 |