ENGLISH CAPITAL MANAGEMENT LLC
BLOOMFIELD HILLS MI · SEC CIK 0002010442
$2.93亿2026Q2 申报市值
36持仓数
57.7%前十大占比 · 第一大 18.1%
3 / 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
TSM 加仓+$4,456.16万
GL 加仓+$1,743.45万
MKL 加仓+$1,260.86万
META 新建仓+$780.55万
HCA 加仓+$677.98万
2026Q2 卖出最多 按季末市值估算
SNX 减仓-$897.83万
SLB 减仓-$651.40万
MAS 减仓-$499.67万
AMAT 减仓-$484.48万
G 减仓-$348.93万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,320.46万 | 18.13% | 111,407 | 93,309 | 515.6% | $4,456.16万 | 加仓 |
| GL | GLOBE LIFE INC | $2,697.62万 | 9.19% | 150,975 | 97,574 | 182.7% | $1,743.45万 | 加仓 |
| ARW | ARROW ELECTRS INC | $1,683.27万 | 5.74% | 78,875 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $1,630.18万 | 5.56% | 8,347 | 6,456 | 341.4% | $1,260.86万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $1,004.91万 | 3.42% | 68,933 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $991.88万 | 3.38% | 13,719 | -6,701 | -32.8% | -$484.48万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $954.17万 | 3.25% | 53,401 | 37,944 | 245.5% | $677.98万 | 加仓 |
| TXN | TEXAS INSTRS INC | $944.51万 | 3.22% | 35,330 | 13,330 | 60.6% | $356.36万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $864.31万 | 2.95% | 18,098 | -18,800 | -51.0% | -$897.83万 | 减仓 |
| GOOG | ALPHABET INC | $831.63万 | 2.83% | 23,537 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $780.55万 | 2.66% | 13,857 | 13,857 | — | $780.55万 | 新建仓 |
| — | CENTENE CORP DEL 看涨期权 | $774.60万 | 2.64% | 351,900 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $760.66万 | 2.59% | 42,676 | 2,701 | 6.8% | $48.14万 | 加仓 |
| SE | SEA LTD | $679.88万 | 2.32% | 105,000 | 61,369 | 140.7% | $397.36万 | 加仓 |
| MHO | M/I HOMES INC | $643.40万 | 2.19% | 16,502 | 8,155 | 97.7% | $317.96万 | 加仓 |
| TITN | TITAN MACHY INC | $618.96万 | 2.11% | 293,069 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $606.99万 | 2.07% | 22,018 | 6,500 | 41.9% | $179.19万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $600.13万 | 2.05% | 15,518 | -8,575 | -35.6% | -$331.62万 | 减仓 |
| ASML | ASML HLDG NV | $571.37万 | 1.95% | 2,872 | -77 | -2.6% | -$15.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $551.74万 | 1.88% | 9,795 | -2,369 | -19.5% | -$133.44万 | 减仓 |
| CI | THE CIGNA GROUP | $539.39万 | 1.84% | 18,096 | -3,922 | -17.8% | -$116.90万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $535.93万 | 1.83% | 66,525 | 66,525 | — | $535.93万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $529.31万 | 1.80% | 188,300 | 83,300 | 79.3% | $234.16万 | 加仓 |
| AMZN | AMAZON COM INC | $519.08万 | 1.77% | 21,779 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $518.86万 | 1.77% | 111,606 | 199 | 0.2% | $9,252 | 加仓 |
| MTH | MERITAGE HOMES CORP | $515.06万 | 1.76% | 63,298 | 49,441 | 356.8% | $402.30万 | 加仓 |
| ALLY | ALLY FINL INC | $508.03万 | 1.73% | 110,562 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $424.83万 | 1.45% | 21,176 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $423.41万 | 1.44% | 11,848 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $418.12万 | 1.43% | 43,631 | -67,975 | -60.9% | -$651.40万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 1.28% | 5 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $336.77万 | 1.15% | 54,529 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $68.60万 | 0.23% | 1,371 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $66.26万 | 0.23% | 24,093 | -126,882 | -84.0% | -$348.93万 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $35.81万 | 0.12% | 12,739 | 12,739 | — | $35.81万 | 新建仓 |
| MAS | MASCO CORP | $15.39万 | 0.05% | 1,891 | -61,407 | -97.0% | -$499.67万 | 减仓 |
| AMCR | AMCOR PLC | $0 | 0.00% | 0 | -75,823 | -100.0% | -$301.40万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -44,746 | -100.0% | -$290.58万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -13,679 | -100.0% | -$44.78万 | 清仓 |