American Capital Advisory, LLC
KETCHUM ID · SEC CIK 0002018007
$2.75亿2026Q2 申报市值
1,164持仓数
57.6%前十大占比 · 第一大 11.7%
77 / 71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
DFUS 加仓+$246.99万
DFAI 加仓+$204.54万
GTO 加仓+$173.20万
DUSB 加仓+$144.13万
BIZD 新建仓+$103.81万
2026Q2 卖出最多 按季末市值估算
GLOBAL BUSINESS 清仓-$68.44万
RSP 减仓-$65.17万
STT 减仓-$56.63万
CSCO 减仓-$40.85万
COST 减仓-$38.47万
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 |
|---|---|---|---|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORP | $1.28万 | 0.00% | 20 | -1 | -4.8% | -$639 | 减仓 |
| APH | AMPHENOL CORP | $1.29万 | 0.00% | 73 | 35 | 92.1% | $6,172 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $1.30万 | 0.00% | 2,295 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1.33万 | 0.00% | 151 | 7 | 4.9% | $614 | 加仓 |
| DE | DEERE & CO | $1.33万 | 0.00% | 21 | 11 | 110.0% | $6,978 | 加仓 |
| RLMD | RELMADA THERAPEUTICS INC | $1.35万 | 0.00% | 1,954 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $1.36万 | 0.00% | 6 | 1 | 20.0% | $2,274 | 加仓 |
| NTR | NUTRIEN LTD | $1.37万 | 0.00% | 218 | 71 | 48.3% | $4,470 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $1.40万 | 0.01% | 556 | 8 | 1.5% | $202 | 加仓 |
| BROS | DUTCH BROS INC | $1.44万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $1.44万 | 0.01% | 82 | 2 | 2.5% | $352 | 加仓 |
| EAT | BRINKER INTL INC | $1.44万 | 0.01% | 86 | 86 | — | $1.44万 | 新建仓 |
| AGG | ISHARES TR | $1.45万 | 0.01% | 146 | -308 | -67.8% | -$3.05万 | 减仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $1.45万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1.45万 | 0.01% | 615 | 12 | 2.0% | $283 | 加仓 |
| HSBC | HSBC HLDGS PLC | $1.45万 | 0.01% | 153 | -17 | -10.0% | -$1,617 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.51万 | 0.01% | 50 | 50 | — | $1.51万 | 新建仓 |
| EGO | ELDORADO GOLD CORP NEW | $1.57万 | 0.01% | 506 | 506 | — | $1.57万 | 新建仓 |
| — | DBX ETF TR | $1.59万 | 0.01% | 356 | 185 | 108.2% | $8,269 | 加仓 |
| SUSA | ISHARES TR | $1.73万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $1.75万 | 0.01% | 366 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO | $1.76万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.77万 | 0.01% | 533 | -9 | -1.7% | -$300 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $1.79万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $1.80万 | 0.01% | 81 | 3 | 3.8% | $666 | 加仓 |
| DXCM | DEXCOM INC | $1.81万 | 0.01% | 269 | 2 | 0.7% | $135 | 加仓 |
| ILF | ISHARES TR | $1.81万 | 0.01% | 537 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $1.83万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $1.83万 | 0.01% | 43 | 3 | 7.5% | $1,278 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1.87万 | 0.01% | 515 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $1.93万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $1.98万 | 0.01% | 330 | 44 | 15.4% | $2,645 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.99万 | 0.01% | 120 | -267 | -69.0% | -$4.43万 | 减仓 |
| CMI | CUMMINS INC | $2.00万 | 0.01% | 28 | 22 | 366.7% | $1.57万 | 加仓 |
| CTVA | CORTEVA INC | $2.00万 | 0.01% | 236 | 5 | 2.2% | $423 | 加仓 |
| EMR | EMERSON ELEC CO | $2.05万 | 0.01% | 143 | 94 | 191.8% | $1.35万 | 加仓 |
| KLAC | KLA CORP | $2.05万 | 0.01% | 68 | 18 | 36.0% | $5,431 | 加仓 |
| IWP | ISHARES TR | $2.09万 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $2.14万 | 0.01% | 113 | -5 | -4.2% | -$948 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2.16万 | 0.01% | 42 | -584 | -93.3% | -$30.00万 | 减仓 |
| USAR | USA RARE EARTH INC | $2.16万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $2.18万 | 0.01% | 195 | 22 | 12.7% | $2,459 | 加仓 |
| IWN | ISHARES TR | $2.21万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.31万 | 0.01% | 115 | 16 | 16.2% | $3,210 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $2.35万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $2.37万 | 0.01% | 252 | -71 | -22.0% | -$6,683 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $2.39万 | 0.01% | 1,335 | 41 | 3.2% | $735 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.41万 | 0.01% | 48 | 9 | 23.1% | $4,512 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2.49万 | 0.01% | 275 | 13 | 5.0% | $1,176 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $2.49万 | 0.01% | 348 | 6 | 1.8% | $430 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.52万 | 0.01% | 85 | 53 | 165.6% | $1.57万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $2.55万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $2.57万 | 0.01% | 123 | -282 | -69.6% | -$5.89万 | 减仓 |
| NUE | NUCOR CORP | $2.58万 | 0.01% | 116 | 6 | 5.5% | $1,336 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $2.60万 | 0.01% | 2,650 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $2.61万 | 0.01% | 206 | 19 | 10.2% | $2,405 | 加仓 |
| MUB | ISHARES TR | $2.69万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $2.69万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $2.71万 | 0.01% | 716 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $2.73万 | 0.01% | 63 | 12 | 23.5% | $5,200 | 加仓 |
| SDY | SPDR SERIES TRUST | $2.74万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $2.77万 | 0.01% | 386 | 11 | 2.9% | $790 | 加仓 |
| PDLB | PONCE FINANCIAL GROUP INC | $2.79万 | 0.01% | 1,400 | -1,400 | -50.0% | -$2.79万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.82万 | 0.01% | 193 | 4 | 2.1% | $584 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $2.82万 | 0.01% | 622 | 82 | 15.2% | $3,718 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.88万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.89万 | 0.01% | 63 | 3 | 5.0% | $1,377 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $2.94万 | 0.01% | 524 | 8 | 1.6% | $449 | 加仓 |
| MPB | MID PENN BANCORP INC | $2.97万 | 0.01% | 852 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC | $3.02万 | 0.01% | 1,306 | -4 | -0.3% | -$93 | 减仓 |
| MCK | MCKESSON CORP | $3.02万 | 0.01% | 40 | 2 | 5.3% | $1,511 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $3.05万 | 0.01% | 333 | 13 | 4.1% | $1,192 | 加仓 |
| GEV | GE VERNOVA INC | $3.05万 | 0.01% | 26 | 3 | 13.0% | $3,525 | 加仓 |
| COWZ | PACER FDS TR | $3.11万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $3.15万 | 0.01% | 589 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $3.16万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $3.17万 | 0.01% | 266 | 4 | 1.5% | $477 | 加仓 |
| QLD | PROSHARES TR | $3.17万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $3.18万 | 0.01% | 16 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $3.22万 | 0.01% | 5,570 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $3.25万 | 0.01% | 200 | -1 | -0.5% | -$162 | 减仓 |
| F | FORD MTR CO | $3.27万 | 0.01% | 2,355 | 440 | 23.0% | $6,116 | 加仓 |
| — | EVOLUTION METALS & TECH CORP | $3.31万 | 0.01% | 5,000 | 2,500 | 100.0% | $1.65万 | 加仓 |
| PL | PLANET LABS PBC | $3.31万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $3.33万 | 0.01% | 46 | 19 | 70.4% | $1.37万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $3.39万 | 0.01% | 189 | 3 | 1.6% | $539 | 加仓 |
| T | AT&T INC | $3.41万 | 0.01% | 1,645 | -37 | -2.2% | -$766 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $3.41万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $3.44万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $3.50万 | 0.01% | 1,459 | 14 | 1.0% | $336 | 加仓 |
| TXN | TEXAS INSTRS INC | $3.55万 | 0.01% | 119 | 35 | 41.7% | $1.04万 | 加仓 |
| IWS | ISHARES TR | $3.62万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $3.63万 | 0.01% | 142 | 111 | 358.1% | $2.84万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $3.63万 | 0.01% | 1,117 | 193 | 20.9% | $6,273 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $3.63万 | 0.01% | 435 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $3.64万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $3.71万 | 0.01% | 100 | 2 | 2.0% | $741 | 加仓 |
| VOD | VODAFONE GROUP PLC | $3.84万 | 0.01% | 2,903 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $3.89万 | 0.01% | 104 | 11 | 11.8% | $4,112 | 加仓 |
| PLD | PROLOGIS INC. | $3.89万 | 0.01% | 287 | 12 | 4.4% | $1,626 | 加仓 |