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 |
|---|---|---|---|---|---|---|---|---|
| APAM | ARTISAN PARTNERS ASSET MGMT | $0 | 0.00% | 0 | -10 | -100.0% | -$364 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -15 | -100.0% | -$355 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -12 | -100.0% | -$353 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -4 | -100.0% | -$339 | 清仓 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$319 | 清仓 |
| HL | HECLA MINING COMPANY | $0 | 0.00% | 0 | -17 | -100.0% | -$317 | 清仓 |
| PIPR | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -4 | -100.0% | -$307 | 清仓 |
| CARG | CARGURUS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$307 | 清仓 |
| — | MCCORMICK & CO INC | $0 | 0.00% | 0 | -6 | -100.0% | -$303 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -13 | -100.0% | -$303 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$299 | 清仓 |
| UFPI | UFP INDUSTRIES INC | $0 | 0.00% | 0 | -3 | -100.0% | -$277 | 清仓 |
| EXLS | EXLSERVICE HLDGS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$275 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$275 | 清仓 |
| DLB | DOLBY LABORATORIES INC | $0 | 0.00% | 0 | -4 | -100.0% | -$241 | 清仓 |
| SSTK | SHUTTERSTOCK INC | $0 | 0.00% | 0 | -14 | -100.0% | -$233 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$229 | 清仓 |
| BCO | BRINKS CO | $0 | 0.00% | 0 | -2 | -100.0% | -$208 | 清仓 |
| MAT | MATTEL INC | $0 | 0.00% | 0 | -14 | -100.0% | -$204 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$202 | 清仓 |
| — | NET LEASE OFFICE PROPERTIES | $0 | 0.00% | 0 | -17 | -100.0% | -$196 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$178 | 清仓 |
| — | GRABAGUN DIGITAL HLDGS INC | $0 | 0.00% | 0 | -52 | -100.0% | -$157 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -3 | -100.0% | -$155 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $0 | 0.00% | 0 | -7 | -100.0% | -$131 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -20 | -100.0% | -$120 | 清仓 |
| KBH | KB HOME | $0 | 0.00% | 0 | -2 | -100.0% | -$104 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | -3 | -100.0% | -$96 | 清仓 |
| IPAR | INTERPARFUMS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$91 | 清仓 |
| LEN/B | LENNAR CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$85 | 清仓 |
| SD | SANDRIDGE ENERGY INC | $0 | 0.00% | 0 | -5 | -100.0% | -$82 | 清仓 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$81 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$77 | 清仓 |
| AVNW | AVIAT NETWORKS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$46 | 清仓 |
| ANGI | ANGI INC | $0 | 0.00% | 0 | -4 | -100.0% | -$28 | 清仓 |