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 |
|---|---|---|---|---|---|---|---|---|
| DFAX | DIMENSIONAL ETF TRUST | $21.33万 | 0.08% | 5,789 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $21.10万 | 0.08% | 2,146 | 7 | 0.3% | $688 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $21.00万 | 0.08% | 1,037 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $20.78万 | 0.08% | 1,095 | 324 | 42.0% | $6.15万 | 加仓 |
| SNOW | SNOWFLAKE INC | $20.59万 | 0.07% | 809 | 797 | 6,641.7% | $20.28万 | 加仓 |
| WFC | WELLS FARGO & CO | $20.29万 | 0.07% | 2,455 | 29 | 1.2% | $2,396 | 加仓 |
| MTUM | ISHARES TR | $19.82万 | 0.07% | 578 | -155 | -21.1% | -$5.31万 | 减仓 |
| ESML | ISHARES TR | $19.66万 | 0.07% | 3,516 | -102 | -2.8% | -$5,705 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $19.43万 | 0.07% | 2,494 | -472 | -15.9% | -$3.68万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $18.31万 | 0.07% | 1,500 | 2 | 0.1% | $244 | 加仓 |
| PSX | PHILLIPS 66 | $17.90万 | 0.07% | 1,059 | -9 | -0.8% | -$1,521 | 减仓 |
| NVR | NVR INC | $17.71万 | 0.06% | 26 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $17.29万 | 0.06% | 484 | 27 | 5.9% | $9,646 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $17.05万 | 0.06% | 3,656 | 0 | 0.0% | — | 不变 |
| SFD | SMITHFIELD FOODS INC | $16.98万 | 0.06% | 7,000 | 2,000 | 40.0% | $4.85万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $16.84万 | 0.06% | 2,750 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $16.64万 | 0.06% | 8,702 | 4 | 0.0% | $76 | 加仓 |
| D | DOMINION ENERGY INC | $16.63万 | 0.06% | 2,435 | 226 | 10.2% | $1.54万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $16.38万 | 0.06% | 1,117 | 93 | 9.1% | $1.36万 | 加仓 |
| HD | HOME DEPOT INC | $16.12万 | 0.06% | 457 | 53 | 13.1% | $1.87万 | 加仓 |
| ESGE | ISHARES INC | $15.50万 | 0.06% | 2,834 | -176 | -5.8% | -$9,625 | 减仓 |
| ZS | ZSCALER INC | $15.48万 | 0.06% | 1,097 | 859 | 360.9% | $12.12万 | 加仓 |
| CCJ | CAMECO CORP | $15.28万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $14.72万 | 0.05% | 5,890 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $14.69万 | 0.05% | 543 | 49 | 9.9% | $1.33万 | 加仓 |
| EMNT | PIMCO ETF TR | $14.44万 | 0.05% | 1,459 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $14.16万 | 0.05% | 1,512 | 16 | 1.1% | $1,499 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $13.91万 | 0.05% | 2,414 | 17 | 0.7% | $980 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $13.88万 | 0.05% | 239 | 15 | 6.7% | $8,714 | 加仓 |
| DGRO | ISHARES TR | $13.66万 | 0.05% | 1,802 | 4 | 0.2% | $303 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $13.57万 | 0.05% | 1,745 | 1,740 | 34,800.0% | $13.54万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $13.31万 | 0.05% | 2,420 | -789 | -24.6% | -$4.34万 | 减仓 |
| DDOG | DATADOG INC | $12.52万 | 0.05% | 481 | 470 | 4,272.7% | $12.24万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $12.44万 | 0.05% | 985 | 20 | 2.1% | $2,527 | 加仓 |
| COP | CONOCOPHILLIPS | $12.25万 | 0.04% | 1,178 | 145 | 14.0% | $1.51万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $12.15万 | 0.04% | 2,100 | 24 | 1.2% | $1,388 | 加仓 |
| KO | COCA COLA CO | $12.14万 | 0.04% | 1,494 | 365 | 32.3% | $2.97万 | 加仓 |
| MTZ | MASTEC INC | $12.02万 | 0.04% | 289 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $11.90万 | 0.04% | 425 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $11.63万 | 0.04% | 339 | 24 | 7.6% | $8,234 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $11.35万 | 0.04% | 1,056 | 32 | 3.1% | $3,440 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $11.19万 | 0.04% | 1,820 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $11.16万 | 0.04% | 1,566 | -508 | -24.5% | -$3.62万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $11.15万 | 0.04% | 1,016 | 10 | 1.0% | $1,098 | 加仓 |
| IEMG | ISHARES INC | $11.08万 | 0.04% | 1,337 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $11.03万 | 0.04% | 2,372 | 12 | 0.5% | $558 | 加仓 |
| USMV | ISHARES TR | $10.87万 | 0.04% | 1,127 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $10.63万 | 0.04% | 868 | 862 | 14,366.7% | $10.55万 | 加仓 |
| SRE | SEMPRA | $10.52万 | 0.04% | 1,135 | 6 | 0.5% | $556 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $10.41万 | 0.04% | 3,538 | 775 | 28.0% | $2.28万 | 加仓 |
| SAP | SAP SE | $10.25万 | 0.04% | 665 | 648 | 3,811.8% | $9.99万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $10.22万 | 0.04% | 2,267 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $10.15万 | 0.04% | 133 | 5 | 3.9% | $3,816 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $10.10万 | 0.04% | 2,747 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $9.89万 | 0.04% | 451 | 1 | 0.2% | $219 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $9.75万 | 0.04% | 310 | 114 | 58.2% | $3.59万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $9.73万 | 0.04% | 801 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $9.72万 | 0.04% | 888 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $9.66万 | 0.04% | 1,009 | 12 | 1.2% | $1,149 | 加仓 |
| IGIB | ISHARES TR | $9.65万 | 0.04% | 1,815 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $9.57万 | 0.03% | 1,900 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $9.56万 | 0.03% | 524 | 520 | 13,000.0% | $9.49万 | 加仓 |
| FIG | FIGMA INC | $9.26万 | 0.03% | 5,118 | 2,951 | 136.2% | $5.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9.19万 | 0.03% | 2,370 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $9.13万 | 0.03% | 1,867 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $9.11万 | 0.03% | 375 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $8.97万 | 0.03% | 176 | 67 | 61.5% | $3.41万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $8.89万 | 0.03% | 7,806 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $8.59万 | 0.03% | 880 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $8.47万 | 0.03% | 301 | 124 | 70.1% | $3.49万 | 加仓 |
| VLO | VALERO ENERGY CORP | $8.46万 | 0.03% | 325 | 43 | 15.2% | $1.12万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $8.27万 | 0.03% | 1,954 | 401 | 25.8% | $1.70万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $8.27万 | 0.03% | 625 | 323 | 107.0% | $4.27万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $8.14万 | 0.03% | 241 | 121 | 100.8% | $4.09万 | 加仓 |
| QCOM | QUALCOMM INC | $8.06万 | 0.03% | 436 | 68 | 18.5% | $1.26万 | 加仓 |
| SBUX | STARBUCKS CORP | $8.03万 | 0.03% | 785 | 36 | 4.8% | $3,681 | 加仓 |
| AFL | AFLAC INC | $7.91万 | 0.03% | 675 | 8 | 1.2% | $938 | 加仓 |
| INTU | INTUIT | $7.83万 | 0.03% | 300 | 290 | 2,900.0% | $7.57万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $7.60万 | 0.03% | 838 | 177 | 26.8% | $1.61万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $7.53万 | 0.03% | 1,358 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $7.47万 | 0.03% | 461 | 50 | 12.2% | $8,103 | 加仓 |
| IWR | ISHARES TR | $7.45万 | 0.03% | 675 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $7.15万 | 0.03% | 238 | 16 | 7.2% | $4,810 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $6.98万 | 0.03% | 69 | 3 | 4.5% | $3,034 | 加仓 |
| SUSC | ISHARES TR | $6.97万 | 0.03% | 3,013 | 228 | 8.2% | $5,278 | 加仓 |
| PFE | PFIZER INC | $6.84万 | 0.02% | 2,842 | -34 | -1.2% | -$819 | 减仓 |
| VB | VANGUARD INDEX FDS | $6.73万 | 0.02% | 222 | -55 | -19.9% | -$1.67万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $6.64万 | 0.02% | 1,654 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $6.51万 | 0.02% | 381 | 381 | — | $6.51万 | 新建仓 |
| CAT | CATERPILLAR INC | $6.32万 | 0.02% | 59 | -81 | -57.9% | -$8.68万 | 减仓 |
| HAS | HASBRO INC | $6.12万 | 0.02% | 741 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $6.10万 | 0.02% | 273 | -256 | -48.4% | -$5.72万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $6.07万 | 0.02% | 1,124 | -340 | -23.2% | -$1.84万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $6.01万 | 0.02% | 272 | 272 | — | $6.01万 | 新建仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $6.01万 | 0.02% | 2,725 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $6.00万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $5.98万 | 0.02% | 1,060 | 16 | 1.5% | $902 | 加仓 |
| IMTM | ISHARES TR | $5.95万 | 0.02% | 1,115 | -360 | -24.4% | -$1.92万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $5.94万 | 0.02% | 143 | -431 | -75.1% | -$17.91万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $5.93万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |