Raleigh Capital Management Inc.
CARY NC · SEC CIK 0001911726
$2.90亿2026Q1 申报市值
697持仓数
25.6%前十大占比 · 第一大 4.6%
229 / 110新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMCR 新建仓+$200.22万
AMT 加仓+$196.35万
FISR 加仓+$194.64万
SHY 加仓+$185.52万
SPAB 加仓+$167.28万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$209.48万
JNJ 减仓-$193.38万
EXXON MOBIL CORP 减仓-$190.05万
QQQ 减仓-$179.33万
OEF 减仓-$169.48万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $8,924 | 0.00% | 75 | 5 | 7.1% | $595 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $8,777 | 0.00% | 90 | 90 | — | $8,777 | 新建仓 |
| POR | PORTLAND GEN ELEC CO | $8,655 | 0.00% | 164 | 7 | 4.5% | $369 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $8,465 | 0.00% | 43 | 43 | — | $8,465 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8,449 | 0.00% | 25 | 14 | 127.3% | $4,731 | 加仓 |
| ALV | AUTOLIV INC | $7,917 | 0.00% | 75 | 6 | 8.7% | $633 | 加仓 |
| MKL | MARKEL GROUP INC | $7,656 | 0.00% | 4 | 4 | — | $7,656 | 新建仓 |
| TECK | TECK RESOURCES LTD | $7,607 | 0.00% | 147 | 147 | — | $7,607 | 新建仓 |
| WMB | WILLIAMS COS INC | $7,061 | 0.00% | 97 | 88 | 977.8% | $6,406 | 加仓 |
| EPAM | EPAM SYS INC | $6,770 | 0.00% | 50 | 50 | — | $6,770 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $6,635 | 0.00% | 14 | 14 | — | $6,635 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $6,150 | 0.00% | 41 | 41 | — | $6,150 | 新建仓 |
| SBUX | STARBUCKS CORP | $6,133 | 0.00% | 68 | -174 | -71.9% | -$1.57万 | 重新持有 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $6,080 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $5,985 | 0.00% | 25 | 17 | 212.5% | $4,070 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $5,729 | 0.00% | 40 | 40 | — | $5,729 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $5,714 | 0.00% | 71 | 61 | 610.0% | $4,909 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $5,574 | 0.00% | 218 | 218 | — | $5,574 | 新建仓 |
| WDAY | WORKDAY INC | $5,327 | 0.00% | 41 | -1,570 | -97.5% | -$20.40万 | 减仓 |
| SOLV | SOLVENTUM CORP | $5,224 | 0.00% | 80 | 80 | — | $5,224 | 新建仓 |
| CB | CHUBB LTD SWITZ | $5,215 | 0.00% | 16 | 16 | — | $5,215 | 新建仓 |
| B | BARRICK MNG CORP | $5,140 | 0.00% | 126 | 126 | — | $5,140 | 新建仓 |
| NEM | NEWMONT CORP | $5,088 | 0.00% | 47 | 47 | — | $5,088 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5,071 | 0.00% | 132 | 52 | 65.0% | $1,998 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $4,989 | 0.00% | 109 | 109 | — | $4,989 | 新建仓 |
| ITA | ISHARES TR | $4,958 | 0.00% | 23 | -2,567 | -99.1% | -$55.34万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $4,938 | 0.00% | 84 | 84 | — | $4,938 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $4,900 | 0.00% | 25 | 25 | — | $4,900 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $4,830 | 0.00% | 44 | 44 | — | $4,830 | 新建仓 |
| AES | AES CORP | $4,819 | 0.00% | 342 | 342 | — | $4,819 | 新建仓 |
| INTU | INTUIT | $4,814 | 0.00% | 11 | -64 | -85.3% | -$2.80万 | 减仓 |
| HUT | HUT 8 CORP | $4,691 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $4,668 | 0.00% | 19 | 11 | 137.5% | $2,703 | 加仓 |
| PCG | PG&E CORP | $4,656 | 0.00% | 265 | 265 | — | $4,656 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $4,640 | 0.00% | 500 | -313 | -38.5% | -$2,905 | 减仓 |
| NU | NU HLDGS LTD | $4,613 | 0.00% | 321 | 321 | — | $4,613 | 新建仓 |
| PINS | PINTEREST INC | $4,457 | 0.00% | 243 | 243 | — | $4,457 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $4,373 | 0.00% | 4 | 4 | — | $4,373 | 新建仓 |
| GEV | GE VERNOVA INC | $4,365 | 0.00% | 5 | -1 | -16.7% | -$873 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $4,365 | 0.00% | 58 | 58 | — | $4,365 | 新建仓 |
| FTI | TECHNIPFMC PLC | $4,286 | 0.00% | 62 | 62 | — | $4,286 | 新建仓 |
| — | ELECTRONIC ARTS INC | $4,281 | 0.00% | 21 | 21 | — | $4,281 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $4,210 | 0.00% | 1 | 1 | — | $4,210 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $3,986 | 0.00% | 24 | -59 | -71.1% | -$9,799 | 减仓 |
| OC | OWENS CORNING NEW | $3,970 | 0.00% | 37 | 36 | 3,600.0% | $3,863 | 加仓 |
| ASML | ASML HLDG NV | $3,962 | 0.00% | 3 | 3 | — | $3,962 | 新建仓 |
| FDX | FEDEX CORP | $3,918 | 0.00% | 11 | 11 | — | $3,918 | 新建仓 |
| AME | AMETEK INC | $3,858 | 0.00% | 18 | 18 | — | $3,858 | 新建仓 |
| OKE | ONEOK INC NEW | $3,842 | 0.00% | 43 | 31 | 258.3% | $2,770 | 加仓 |
| IYW | ISHARES TR | $3,831 | 0.00% | 21 | -86 | -80.4% | -$1.57万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $3,799 | 0.00% | 29 | 29 | — | $3,799 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $3,784 | 0.00% | 21 | 21 | — | $3,784 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $3,779 | 0.00% | 13 | 13 | — | $3,779 | 新建仓 |
| AGCO | AGCO CORP | $3,708 | 0.00% | 32 | 32 | — | $3,708 | 新建仓 |
| NVS | NOVARTIS AG | $3,666 | 0.00% | 24 | 24 | — | $3,666 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $3,663 | 0.00% | 28 | 28 | — | $3,663 | 新建仓 |
| WAB | WABTEC | $3,499 | 0.00% | 14 | 14 | — | $3,499 | 新建仓 |
| ECL | ECOLAB INC | $3,468 | 0.00% | 13 | 13 | — | $3,468 | 新建仓 |
| MELI | MERCADOLIBRE INC | $3,458 | 0.00% | 2 | 2 | — | $3,458 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $3,446 | 0.00% | 30 | 30 | — | $3,446 | 新建仓 |
| SSD | SIMPSON MFG INC | $3,432 | 0.00% | 20 | 20 | — | $3,432 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $3,407 | 0.00% | 10 | 10 | — | $3,407 | 新建仓 |
| SHEL | SHELL PLC | $3,348 | 0.00% | 36 | 36 | — | $3,348 | 新建仓 |
| WY | WEYERHAEUSER CO | $3,298 | 0.00% | 135 | 135 | — | $3,298 | 新建仓 |
| SAP | SAP SE | $3,253 | 0.00% | 19 | 19 | — | $3,253 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $3,208 | 0.00% | 17 | 17 | — | $3,208 | 新建仓 |
| SUSC | ISHARES TR | $3,194 | 0.00% | 138 | 138 | — | $3,194 | 新建仓 |
| APP | APPLOVIN CORP | $3,184 | 0.00% | 8 | 8 | — | $3,184 | 新建仓 |
| EAGG | ISHARES TR | $3,158 | 0.00% | 66 | 66 | — | $3,158 | 新建仓 |
| SEIC | SEI INVTS CO | $3,157 | 0.00% | 40 | 40 | — | $3,157 | 新建仓 |
| ABNB | AIRBNB INC | $3,157 | 0.00% | 25 | 25 | — | $3,157 | 新建仓 |
| GM | GENERAL MTRS CO | $3,129 | 0.00% | 42 | 42 | — | $3,129 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,106 | 0.00% | 11 | 11 | — | $3,106 | 新建仓 |
| EMXC | ISHARES INC | $3,098 | 0.00% | 39 | -94 | -70.7% | -$7,467 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,079 | 0.00% | 31 | -367 | -92.2% | -$3.65万 | 重新持有 |
| TDY | TELEDYNE TECHNOLOGIES INC | $3,025 | 0.00% | 5 | 5 | — | $3,025 | 新建仓 |
| SPEU | SPDR INDEX SHS FDS | $2,988 | 0.00% | 58 | 58 | — | $2,988 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $2,968 | 0.00% | 79 | 79 | — | $2,968 | 新建仓 |
| FNV | FRANCO NEV CORP | $2,965 | 0.00% | 12 | 12 | — | $2,965 | 新建仓 |
| OEF | ISHARES TR | $2,906 | 0.00% | 9 | -5,249 | -99.8% | -$169.48万 | 减仓 |
| FFIV | F5 INC | $2,893 | 0.00% | 10 | 10 | — | $2,893 | 新建仓 |
| CNC | CENTENE CORP DEL | $2,881 | 0.00% | 88 | 88 | — | $2,881 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $2,851 | 0.00% | 7 | 7 | — | $2,851 | 新建仓 |
| MOD | MODINE MFG CO | $2,817 | 0.00% | 13 | 13 | — | $2,817 | 新建仓 |
| SNPS | SYNOPSYS INC | $2,775 | 0.00% | 7 | 7 | — | $2,775 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $2,738 | 0.00% | 19 | 19 | — | $2,738 | 新建仓 |
| IDCC | INTERDIGITAL INC | $2,718 | 0.00% | 9 | 9 | — | $2,718 | 新建仓 |
| LCTU | BLACKROCK ETF TRUST | $2,671 | 0.00% | 38 | 38 | — | $2,671 | 新建仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $2,665 | 0.00% | 24 | 24 | — | $2,665 | 新建仓 |
| OLN | OLIN CORP | $2,646 | 0.00% | 89 | 89 | — | $2,646 | 新建仓 |
| NVO | NOVO-NORDISK A S | $2,646 | 0.00% | 72 | 72 | — | $2,646 | 新建仓 |
| MOG/A | MOOG INC | $2,634 | 0.00% | 9 | 9 | — | $2,634 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $2,575 | 0.00% | 18 | 18 | — | $2,575 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2,540 | 0.00% | 13 | 13 | — | $2,540 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $2,516 | 0.00% | 50 | 50 | — | $2,516 | 新建仓 |
| NPO | ENPRO INC | $2,507 | 0.00% | 10 | 10 | — | $2,507 | 新建仓 |
| YUM | YUM BRANDS INC | $2,488 | 0.00% | 16 | 16 | — | $2,488 | 新建仓 |
| NET | CLOUDFLARE INC | $2,476 | 0.00% | 12 | 12 | — | $2,476 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $2,463 | 0.00% | 46 | 46 | — | $2,463 | 新建仓 |
| SAIA | SAIA INC | $2,459 | 0.00% | 7 | 7 | — | $2,459 | 新建仓 |