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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $5.91万 | 0.02% | 271 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $5.80万 | 0.02% | 838 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $5.76万 | 0.02% | 464 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $5.76万 | 0.02% | 598 | -3 | -0.5% | -$289 | 减仓 |
| BA | BOEING CO | $5.74万 | 0.02% | 265 | 41 | 18.3% | $8,875 | 加仓 |
| IBMO | ISHARES TR | $5.69万 | 0.02% | 2,221 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $5.67万 | 0.02% | 2,231 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $5.67万 | 0.02% | 2,217 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $5.64万 | 0.02% | 685 | 373 | 119.6% | $3.07万 | 加仓 |
| IBMR | ISHARES TR | $5.63万 | 0.02% | 2,219 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $5.58万 | 0.02% | 432 | 0 | 0.0% | — | 不变 |
| BRZE | BRAZE INC | $5.47万 | 0.02% | 2,520 | 2,520 | — | $5.47万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5.41万 | 0.02% | 464 | -303 | -39.5% | -$3.54万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5.26万 | 0.02% | 3,033 | 225 | 8.0% | $3,904 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $5.25万 | 0.02% | 716 | 7 | 1.0% | $513 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $5.20万 | 0.02% | 1,525 | -555 | -26.7% | -$1.89万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $5.13万 | 0.02% | 216 | -1 | -0.5% | -$238 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $5.08万 | 0.02% | 154 | 3 | 2.0% | $990 | 加仓 |
| TGT | TARGET CORP | $4.90万 | 0.02% | 375 | 33 | 9.6% | $4,310 | 加仓 |
| AMCR | AMCOR PLC | $4.82万 | 0.02% | 1,112 | 7 | 0.6% | $303 | 加仓 |
| LOW | LOWES COS INC | $4.78万 | 0.02% | 217 | -5 | -2.3% | -$1,102 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $4.65万 | 0.02% | 117 | 17 | 17.0% | $6,761 | 加仓 |
| SOXX | ISHARES TR | $4.61万 | 0.02% | 72 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $4.59万 | 0.02% | 1,991 | 26 | 1.3% | $599 | 加仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $4.50万 | 0.02% | 4,198 | 750 | 21.8% | $8,040 | 加仓 |
| MCD | MCDONALDS CORP | $4.49万 | 0.02% | 166 | 24 | 16.9% | $6,491 | 加仓 |
| IJH | ISHARES TR | $4.33万 | 0.02% | 562 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $4.21万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $4.14万 | 0.02% | 1,428 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $4.09万 | 0.01% | 438 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $4.07万 | 0.01% | 39 | 6 | 18.2% | $6,254 | 加仓 |
| KKR | KKR & CO INC | $4.05万 | 0.01% | 441 | 10 | 2.3% | $918 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $3.93万 | 0.01% | 111 | -2 | -1.8% | -$708 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $3.93万 | 0.01% | 91 | -23 | -20.2% | -$9,924 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3.92万 | 0.01% | 135 | 2 | 1.5% | $581 | 加仓 |
| PLD | PROLOGIS INC. | $3.89万 | 0.01% | 287 | 12 | 4.4% | $1,626 | 加仓 |
| GE | GE AEROSPACE | $3.89万 | 0.01% | 104 | 11 | 11.8% | $4,112 | 加仓 |
| VOD | VODAFONE GROUP PLC | $3.84万 | 0.01% | 2,903 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $3.71万 | 0.01% | 100 | 2 | 2.0% | $741 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $3.64万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET AND CO | $3.63万 | 0.01% | 435 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC | $3.63万 | 0.01% | 1,117 | 193 | 20.9% | $6,273 | 加仓 |
| GLW | CORNING INC | $3.63万 | 0.01% | 142 | 111 | 358.1% | $2.84万 | 加仓 |
| IWS | ISHARES TR | $3.62万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $3.55万 | 0.01% | 119 | 35 | 41.7% | $1.04万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $3.50万 | 0.01% | 1,459 | 14 | 1.0% | $336 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $3.44万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $3.41万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $3.41万 | 0.01% | 1,645 | -37 | -2.2% | -$766 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $3.39万 | 0.01% | 189 | 3 | 1.6% | $539 | 加仓 |
| AMAT | APPLIED MATLS INC | $3.33万 | 0.01% | 46 | 19 | 70.4% | $1.37万 | 加仓 |
| PL | PLANET LABS PBC | $3.31万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | EVOLUTION METALS & TECH CORP | $3.31万 | 0.01% | 5,000 | 2,500 | 100.0% | $1.65万 | 加仓 |
| F | FORD MTR CO | $3.27万 | 0.01% | 2,355 | 440 | 23.0% | $6,116 | 加仓 |
| AVY | AVERY DENNISON CORP | $3.25万 | 0.01% | 200 | -1 | -0.5% | -$162 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $3.22万 | 0.01% | 5,570 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $3.18万 | 0.01% | 16 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $3.17万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $3.17万 | 0.01% | 266 | 4 | 1.5% | $477 | 加仓 |
| DOV | DOVER CORP | $3.16万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $3.15万 | 0.01% | 589 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $3.11万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $3.05万 | 0.01% | 26 | 3 | 13.0% | $3,525 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $3.05万 | 0.01% | 333 | 13 | 4.1% | $1,192 | 加仓 |
| MCK | MCKESSON CORP | $3.02万 | 0.01% | 40 | 2 | 5.3% | $1,511 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $3.02万 | 0.01% | 1,306 | -4 | -0.3% | -$93 | 减仓 |
| MPB | MID PENN BANCORP INC | $2.97万 | 0.01% | 852 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $2.94万 | 0.01% | 524 | 8 | 1.6% | $449 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.89万 | 0.01% | 63 | 3 | 5.0% | $1,377 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.88万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $2.82万 | 0.01% | 622 | 82 | 15.2% | $3,718 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.82万 | 0.01% | 193 | 4 | 2.1% | $584 | 加仓 |
| PDLB | PONCE FINANCIAL GROUP INC | $2.79万 | 0.01% | 1,400 | -1,400 | -50.0% | -$2.79万 | 减仓 |
| ZTS | ZOETIS INC | $2.77万 | 0.01% | 386 | 11 | 2.9% | $790 | 加仓 |
| SDY | SPDR SERIES TRUST | $2.74万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $2.73万 | 0.01% | 63 | 12 | 23.5% | $5,200 | 加仓 |
| SLVM | SYLVAMO CORP | $2.71万 | 0.01% | 716 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $2.69万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $2.69万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $2.61万 | 0.01% | 206 | 19 | 10.2% | $2,405 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $2.60万 | 0.01% | 2,650 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $2.58万 | 0.01% | 116 | 6 | 5.5% | $1,336 | 加仓 |
| MS | MORGAN STANLEY | $2.57万 | 0.01% | 123 | -282 | -69.6% | -$5.89万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $2.55万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $2.52万 | 0.01% | 85 | 53 | 165.6% | $1.57万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $2.49万 | 0.01% | 348 | 6 | 1.8% | $430 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2.49万 | 0.01% | 275 | 13 | 5.0% | $1,176 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.41万 | 0.01% | 48 | 9 | 23.1% | $4,512 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $2.39万 | 0.01% | 1,335 | 41 | 3.2% | $735 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $2.37万 | 0.01% | 252 | -71 | -22.0% | -$6,683 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $2.35万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.31万 | 0.01% | 115 | 16 | 16.2% | $3,210 | 加仓 |
| IWN | ISHARES TR | $2.21万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $2.18万 | 0.01% | 195 | 22 | 12.7% | $2,459 | 加仓 |
| USAR | USA RARE EARTH INC | $2.16万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $2.16万 | 0.01% | 42 | -584 | -93.3% | -$30.00万 | 减仓 |
| AZN | ASTRAZENECA PLC | $2.14万 | 0.01% | 113 | -5 | -4.2% | -$948 | 减仓 |
| IWP | ISHARES TR | $2.09万 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $2.05万 | 0.01% | 68 | 18 | 36.0% | $5,431 | 加仓 |
| EMR | EMERSON ELEC CO | $2.05万 | 0.01% | 143 | 94 | 191.8% | $1.35万 | 加仓 |