ENGLISH CAPITAL MANAGEMENT LLC
BLOOMFIELD HILLS MI · SEC CIK 0002010442
$1.71亿2026Q1 申报市值
36持仓数
44.4%前十大占比 · 第一大 6.6%
4 / 3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
AMZN 新建仓+$453.59万
MSFT 新建仓+$450.27万
SE 新建仓+$361.31万
AMCR 新建仓+$301.40万
ELV 加仓+$229.40万
2026Q1 卖出最多 按季末市值估算
AMCOR PLC 清仓-$316.18万
UNH 清仓-$258.84万
LGIH 清仓-$74.75万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ARW | ARROW ELECTRS INC | $1,131.15万 | 6.62% | 78,875 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $945.62万 | 5.54% | 68,933 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $757.79万 | 4.44% | 111,407 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $743.18万 | 4.35% | 53,401 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $731.49万 | 4.28% | 15,457 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $697.94万 | 4.09% | 20,420 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $675.18万 | 3.95% | 23,537 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $673.23万 | 3.94% | 1,599 | 85 | 5.6% | $35.79万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $622.51万 | 3.64% | 36,898 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $611.62万 | 3.58% | 18,098 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $606.90万 | 3.55% | 105,000 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $587.33万 | 3.44% | 22,018 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $573.54万 | 3.36% | 111,606 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $562.38万 | 3.29% | 150,975 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $561.99万 | 3.29% | 24,093 | 0 | 0.0% | — | 不变 |
| TITN | TITAN MACHY INC | $490.01万 | 2.87% | 293,069 | 6,616 | 2.3% | $11.06万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $454.29万 | 2.66% | 15,518 | 7,836 | 102.0% | $229.40万 | 加仓 |
| AMZN | AMAZON COM INC | $453.59万 | 2.66% | 21,779 | 21,779 | — | $453.59万 | 新建仓 |
| MSFT | MICROSOFT CORP | $450.27万 | 2.64% | 12,164 | 12,164 | — | $450.27万 | 新建仓 |
| ALLY | ALLY FINL INC | $433.73万 | 2.54% | 110,562 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $427.11万 | 2.50% | 22,000 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $389.51万 | 2.28% | 2,949 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $386.31万 | 2.26% | 21,176 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $382.13万 | 2.24% | 63,298 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $361.95万 | 2.12% | 1,891 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $361.31万 | 2.12% | 43,631 | 43,631 | — | $361.31万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 2.10% | 5 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $340.70万 | 1.99% | 11,848 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $318.83万 | 1.87% | 54,529 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $301.40万 | 1.76% | 75,823 | 75,823 | — | $301.40万 | 新建仓 |
| — | AIR LEASE CORP | $290.58万 | 1.70% | 44,746 | 0 | 0.0% | — | 不变 |
| MHO | M/I HOMES INC | $102.21万 | 0.60% | 8,347 | 0 | 0.0% | — | 不变 |
| — | CENTENE CORP DEL 看涨期权 | $98.55万 | 0.58% | 351,900 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP | $85.69万 | 0.50% | 13,857 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.70万 | 0.38% | 1,371 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $44.78万 | 0.26% | 13,679 | 0 | 0.0% | — | 不变 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -75,823 | -100.0% | -$316.18万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -7,841 | -100.0% | -$258.84万 | 清仓 |
| LGIH | LGI HOMES INC | $0 | 0.00% | 0 | -17,400 | -100.0% | -$74.75万 | 清仓 |