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 |
|---|---|---|---|---|---|---|---|---|
| NET | CLOUDFLARE INC | $5,397 | 0.00% | 22 | 10 | 83.3% | $2,453 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $5,413 | 0.00% | 558 | 31 | 5.9% | $301 | 加仓 |
| — | DRAGANFLY INC. | $5,420 | 0.00% | 1,000 | 1,000 | — | $5,420 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $5,489 | 0.00% | 219 | 138 | 170.4% | $3,459 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $5,526 | 0.00% | 60 | 29 | 93.5% | $2,671 | 加仓 |
| CVS | CVS HEALTH CORP | $5,587 | 0.00% | 54 | 15 | 38.5% | $1,552 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $5,630 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $5,668 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $5,672 | 0.00% | 592 | -144 | -19.6% | -$1,380 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $5,711 | 0.00% | 21 | 20 | 2,000.0% | $5,439 | 重新持有 |
| FTNT | FORTINET INC | $5,838 | 0.00% | 38 | 13 | 52.0% | $1,997 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $5,848 | 0.00% | 248 | 144 | 138.5% | $3,396 | 加仓 |
| URA | GLOBAL X FDS | $5,900 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $5,904 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $5,919 | 0.00% | 22 | 4 | 22.2% | $1,076 | 加仓 |
| SHLD | GLOBAL X FDS | $5,971 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $5,989 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $5,994 | 0.00% | 191 | -39 | -17.0% | -$1,224 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $6,027 | 0.00% | 18 | 2 | 12.5% | $670 | 加仓 |
| PSA | PUBLIC STORAGE | $6,048 | 0.00% | 19 | 13 | 216.7% | $4,138 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $6,052 | 0.00% | 178 | 54 | 43.5% | $1,836 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $6,106 | 0.00% | 316 | 17 | 5.7% | $328 | 加仓 |
| PGR | PROGRESSIVE CORP | $6,117 | 0.00% | 28 | -1 | -3.4% | -$218 | 减仓 |
| BCS | BARCLAYS PLC | $6,125 | 0.00% | 228 | -39 | -14.6% | -$1,048 | 减仓 |
| O | REALTY INCOME CORP | $6,258 | 0.00% | 101 | 87 | 621.4% | $5,391 | 加仓 |
| NVO | NOVO-NORDISK A S | $6,281 | 0.00% | 131 | 86 | 191.1% | $4,123 | 加仓 |
| VXUS | VANGUARD STAR FDS | $6,354 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $6,388 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $6,392 | 0.00% | 2 | 2 | — | $6,392 | 新建仓 |
| SOLV | SOLVENTUM CORP | $6,404 | 0.00% | 83 | 6 | 7.8% | $463 | 加仓 |
| MKC | MCCORMICK & CO INC | $6,404 | 0.00% | 127 | 116 | 1,054.5% | $5,849 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $6,417 | 0.00% | 36 | 36 | — | $6,417 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $6,463 | 0.00% | 430 | -16 | -3.6% | -$240 | 减仓 |
| EXC | EXELON CORP | $6,574 | 0.00% | 141 | 15 | 11.9% | $699 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $6,684 | 0.00% | 138 | -289 | -67.7% | -$1.40万 | 减仓 |
| AOM | ISHARES TR | $6,736 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $6,792 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $6,797 | 0.00% | 47 | 10 | 27.0% | $1,446 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $6,847 | 0.00% | 7 | 2 | 40.0% | $1,956 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $6,940 | 0.00% | 21 | 6 | 40.0% | $1,983 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $7,141 | 0.00% | 74 | -151 | -67.1% | -$1.46万 | 减仓 |
| GME | GAMESTOP CORP | $7,154 | 0.00% | 324 | 190 | 141.8% | $4,195 | 加仓 |
| MET | METLIFE INC | $7,277 | 0.00% | 86 | 12 | 16.2% | $1,015 | 加仓 |
| TTE | TOTALENERGIES SE | $7,310 | 0.00% | 94 | -1 | -1.1% | -$78 | 减仓 |
| XXI | TWENTY ONE CAP INC | $7,425 | 0.00% | 1,500 | 300 | 25.0% | $1,485 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $7,488 | 0.00% | 107 | 3 | 2.9% | $210 | 加仓 |
| TM | TOYOTA MOTOR CORP | $7,579 | 0.00% | 45 | 30 | 200.0% | $5,053 | 加仓 |
| WELL | WELLTOWER INC | $7,717 | 0.00% | 34 | 8 | 30.8% | $1,816 | 加仓 |
| PWR | QUANTA SVCS INC | $7,921 | 0.00% | 11 | 4 | 57.1% | $2,880 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $7,948 | 0.00% | 16 | 6 | 60.0% | $2,980 | 加仓 |
| RNGR | RANGER ENERGY SVCS INC | $8,005 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $8,160 | 0.00% | 30 | 10 | 50.0% | $2,720 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $8,248 | 0.00% | 191 | 5 | 2.7% | $216 | 加仓 |
| DLN | WISDOMTREE TR | $8,284 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $8,341 | 0.00% | 21 | 2 | 10.5% | $794 | 加仓 |
| ADBE | ADOBE INC | $8,406 | 0.00% | 41 | 30 | 272.7% | $6,151 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $8,466 | 0.00% | 183 | 156 | 577.8% | $7,217 | 加仓 |
| UBS | UBS GROUP AG | $8,624 | 0.00% | 174 | -29 | -14.3% | -$1,437 | 减仓 |
| GM | GENERAL MTRS CO | $8,633 | 0.00% | 112 | 71 | 173.2% | $5,473 | 加仓 |
| HSY | HERSHEY CO | $8,773 | 0.00% | 50 | 10 | 25.0% | $1,755 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP | $8,844 | 0.00% | 1,068 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $8,891 | 0.00% | 28 | 2 | 7.7% | $635 | 加仓 |
| — | FIFTH DIST BANCORP INC | $8,927 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $8,939 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ANDG | ANDERSEN GROUP INC | $8,940 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| AVSC | AMERICAN CENTY ETF TR | $8,948 | 0.00% | 122 | -251 | -67.3% | -$1.84万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $8,969 | 0.00% | 1,025 | 11 | 1.1% | $96 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $9,131 | 0.00% | 686 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $9,215 | 0.00% | 104 | -98 | -48.5% | -$8,683 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $9,235 | 0.00% | 28 | 2 | 7.7% | $660 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $9,428 | 0.00% | 474 | 273 | 135.8% | $5,430 | 加仓 |
| RKLB | ROCKET LAB CORP | $9,556 | 0.00% | 94 | -31 | -24.8% | -$3,151 | 减仓 |
| ABNB | AIRBNB INC | $9,588 | 0.00% | 67 | -18 | -21.2% | -$2,576 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $9,650 | 0.00% | 10 | 2 | 25.0% | $1,930 | 加仓 |
| TMFC | RBB FD INC | $1.00万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $1.02万 | 0.00% | 191 | -35 | -15.5% | -$1,864 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $1.04万 | 0.00% | 165 | 14 | 9.3% | $880 | 加仓 |
| LQD | ISHARES TR | $1.05万 | 0.00% | 96 | 96 | — | $1.05万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $1.06万 | 0.00% | 1,000 | 1,000 | — | $1.06万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $1.07万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $1.07万 | 0.00% | 45 | 41 | 1,025.0% | $9,770 | 加仓 |
| IBRX | IMMUNITYBIO INC | $1.07万 | 0.00% | 1,227 | 60 | 5.1% | $525 | 加仓 |
| TECH | BIO-TECHNE CORP | $1.10万 | 0.00% | 155 | -1 | -0.6% | -$71 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $1.11万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $1.11万 | 0.00% | 200 | 7 | 3.6% | $389 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $1.13万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $1.13万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.14万 | 0.00% | 81 | 10 | 14.1% | $1,405 | 加仓 |
| LIN | LINDE PLC | $1.14万 | 0.00% | 22 | 5 | 29.4% | $2,595 | 加仓 |
| JRVR | JAMES RIV GROUP HOLDINGS INC | $1.14万 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.16万 | 0.00% | 37 | 4 | 12.1% | $1,253 | 加仓 |
| BHP | BHP BILLITON LIMITED | $1.17万 | 0.00% | 140 | -1 | -0.7% | -$83 | 减仓 |
| — | NSTS BANCORP INC | $1.17万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $1.18万 | 0.00% | 75 | -21 | -21.9% | -$3,291 | 减仓 |
| SSO | PROSHARES TR | $1.19万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.20万 | 0.00% | 157 | 140 | 823.5% | $1.07万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1.24万 | 0.00% | 73 | 37 | 102.8% | $6,286 | 加仓 |
| XYL | XYLEM INC | $1.25万 | 0.00% | 106 | 2 | 1.9% | $236 | 加仓 |
| EEM | ISHARES TR | $1.28万 | 0.00% | 187 | 1 | 0.5% | $68 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1.28万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |