American Capital Advisory, LLC
KETCHUM ID · SEC CIK 0002018007
$2.48亿2026Q1 申报市值
1,140持仓数
55.5%前十大占比 · 第一大 11.4%
123 / 65新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DUSB 加仓+$674.84万
GTO 加仓+$570.68万
DFUS 加仓+$227.34万
DFIC 加仓+$145.74万
DFAE 加仓+$118.59万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$76.99万
PFF 清仓-$65.00万
SNY 减仓-$60.82万
PSLV 减仓-$60.04万
GREAT LAKES DRED 清仓-$56.61万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $4,853 | 0.00% | 20 | 7 | 53.8% | $1,699 | 加仓 |
| BLK | BLACKROCK INC | $4,809 | 0.00% | 5 | 1 | 25.0% | $962 | 加仓 |
| APH | AMPHENOL CORP | $4,802 | 0.00% | 38 | 3 | 8.6% | $379 | 加仓 |
| BP | BP PLC | $4,794 | 0.00% | 102 | 73 | 251.7% | $3,431 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $4,655 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $4,564 | 0.00% | 55 | -2 | -3.5% | -$166 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $4,562 | 0.00% | 15 | 1 | 7.1% | $304 | 加仓 |
| MDT | MEDTRONIC PLC | $4,506 | 0.00% | 52 | 11 | 26.8% | $953 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $4,477 | 0.00% | 5 | 3 | 150.0% | $2,686 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,466 | 0.00% | 10 | 3 | 42.9% | $1,340 | 加仓 |
| ANET | ARISTA NETWORKS INC | $4,421 | 0.00% | 36 | 6 | 20.0% | $737 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $4,390 | 0.00% | 37 | 19 | 105.6% | $2,254 | 加仓 |
| APP | APPLOVIN CORP | $4,378 | 0.00% | 11 | 5 | 83.3% | $1,990 | 加仓 |
| IX | ORIX CORP | $4,349 | 0.00% | 145 | 125 | 625.0% | $3,749 | 加仓 |
| ACHR | ARCHER AVIATION INC | $4,338 | 0.00% | 839 | 171 | 25.6% | $884 | 加仓 |
| INTU | INTUIT | $4,324 | 0.00% | 10 | 4 | 66.7% | $1,730 | 加仓 |
| SPGI | S&P GLOBAL INC | $4,254 | 0.00% | 10 | 2 | 25.0% | $851 | 加仓 |
| GLW | CORNING INC | $4,216 | 0.00% | 31 | 18 | 138.5% | $2,448 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $4,198 | 0.00% | 299 | 71 | 31.1% | $997 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $4,151 | 0.00% | 18 | 2 | 12.5% | $461 | 加仓 |
| MSTR | STRATEGY INC | $4,119 | 0.00% | 33 | 3 | 10.0% | $374 | 加仓 |
| GLDM | WORLD GOLD TR | $4,079 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $4,010 | 0.00% | 16 | 3 | 23.1% | $752 | 加仓 |
| CMCSA | COMCAST CORP NEW | $3,991 | 0.00% | 139 | -2,019 | -93.6% | -$5.80万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3,970 | 0.00% | 124 | -17 | -12.1% | -$544 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $3,912 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $3,892 | 0.00% | 46 | 30 | 187.5% | $2,538 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $3,864 | 0.00% | 5 | 2 | 66.7% | $1,546 | 加仓 |
| ODD | ODDITY TECH LTD | $3,854 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $3,844 | 0.00% | 7 | 4 | 133.3% | $2,197 | 加仓 |
| CME | CME GROUP INC | $3,840 | 0.00% | 13 | 5 | 62.5% | $1,477 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $3,816 | 0.00% | 55 | 42 | 323.1% | $2,914 | 加仓 |
| BX | BLACKSTONE INC | $3,795 | 0.00% | 33 | 8 | 32.0% | $920 | 加仓 |
| TMUS | T-MOBILE US INC | $3,781 | 0.00% | 18 | 12 | 200.0% | $2,521 | 加仓 |
| L | LOEWS CORP | $3,736 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $3,722 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3,658 | 0.00% | 18 | 7 | 63.6% | $1,423 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $3,655 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $3,610 | 0.00% | 527 | 149 | 39.4% | $1,021 | 加仓 |
| — | BANK AMERICA CORP | $3,575 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3,538 | 0.00% | 17 | 11 | 183.3% | $2,289 | 加仓 |
| DOW | DOW HLDGS INC | $3,499 | 0.00% | 84 | 10 | 13.5% | $417 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $3,475 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $3,465 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $3,452 | 0.00% | 55 | 29 | 111.5% | $1,820 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $3,411 | 0.00% | 201 | 45 | 28.8% | $764 | 加仓 |
| — | SR BANCORP INC | $3,376 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $3,334 | 0.00% | 8 | 2 | 33.3% | $834 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $3,307 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $3,280 | 0.00% | 19 | 6 | 46.2% | $1,036 | 加仓 |
| CB | CHUBB LTD SWITZ | $3,260 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FER | FERROVIAL SE | $3,253 | 0.00% | 50 | 44 | 733.3% | $2,863 | 加仓 |
| ROST | ROSS STORES INC | $3,250 | 0.00% | 15 | 1 | 7.1% | $217 | 加仓 |
| CMI | CUMMINS INC | $3,229 | 0.00% | 6 | 3 | 100.0% | $1,614 | 加仓 |
| SNDK | SANDISK CORP | $3,177 | 0.00% | 5 | 3 | 150.0% | $1,906 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,170 | 0.00% | 32 | 7 | 28.0% | $693 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3,135 | 0.00% | 8 | 4 | 100.0% | $1,568 | 加仓 |
| Q | QNITY ELECTRONICS INC | $3,116 | 0.00% | 27 | 4 | 17.4% | $462 | 加仓 |
| TM | TOYOTA MOTOR CORP | $3,092 | 0.00% | 15 | 3 | 25.0% | $618 | 加仓 |
| GME | GAMESTOP CORP | $3,088 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $3,085 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $3,055 | 0.00% | 41 | 9 | 28.1% | $671 | 加仓 |
| MCO | MOODYS CORP | $3,054 | 0.00% | 7 | 2 | 40.0% | $873 | 加仓 |
| ACWI | ISHARES TR | $3,045 | 0.00% | 22 | -8 | -26.7% | -$1,107 | 减仓 |
| ALC | ALCON AG | $3,014 | 0.00% | 40 | 33 | 471.4% | $2,487 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $2,999 | 0.00% | 81 | 81 | — | $2,999 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,989 | 0.00% | 19 | 7 | 58.3% | $1,101 | 加仓 |
| ZG | ZILLOW GROUP INC | $2,981 | 0.00% | 72 | -1 | -1.4% | -$41 | 减仓 |
| — | LEGGETT & PLATT INC | $2,964 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $2,958 | 0.00% | 9 | 4 | 80.0% | $1,315 | 加仓 |
| CRH | CRH PLC | $2,944 | 0.00% | 28 | 11 | 64.7% | $1,157 | 加仓 |
| ECL | ECOLAB INC | $2,927 | 0.00% | 11 | 5 | 83.3% | $1,330 | 加仓 |
| ARGX | ARGENX SE | $2,921 | 0.00% | 4 | 3 | 300.0% | $2,191 | 加仓 |
| SAP | SAP SE | $2,911 | 0.00% | 17 | 5 | 41.7% | $856 | 加仓 |
| AON | AON PLC | $2,906 | 0.00% | 9 | 6 | 200.0% | $1,937 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,862 | 0.00% | 31 | 5 | 19.2% | $462 | 加仓 |
| HCA | HCA HEALTHCARE INC | $2,840 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $2,824 | 0.00% | 209 | 58 | 38.4% | $784 | 加仓 |
| CVS | CVS HEALTH CORP | $2,801 | 0.00% | 39 | 7 | 21.9% | $503 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,793 | 0.00% | 10 | 1 | 11.1% | $279 | 加仓 |
| AME | AMETEK INC | $2,787 | 0.00% | 13 | 6 | 85.7% | $1,286 | 加仓 |
| SNPS | SYNOPSYS INC | $2,776 | 0.00% | 7 | 3 | 75.0% | $1,190 | 加仓 |
| NMR | NOMURA HLDGS INC | $2,770 | 0.00% | 351 | 282 | 408.7% | $2,225 | 加仓 |
| DHI | D R HORTON INC | $2,745 | 0.00% | 20 | 13 | 185.7% | $1,784 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $2,734 | 0.00% | 34 | 6 | 21.4% | $482 | 加仓 |
| RACE | FERRARI N V | $2,708 | 0.00% | 8 | 6 | 300.0% | $2,031 | 加仓 |
| MPC | MARATHON PETE CORP | $2,686 | 0.00% | 11 | 4 | 57.1% | $977 | 加仓 |
| ADBE | ADOBE INC | $2,674 | 0.00% | 11 | -1 | -8.3% | -$243 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $2,649 | 0.00% | 143 | 134 | 1,488.9% | $2,482 | 加仓 |
| ADSK | AUTODESK INC | $2,634 | 0.00% | 11 | 3 | 37.5% | $718 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $2,623 | 0.00% | 74 | 74 | — | $2,623 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $2,612 | 0.00% | 14 | 6 | 75.0% | $1,119 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,604 | 0.00% | 6 | 4 | 200.0% | $1,736 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $2,579 | 0.00% | 43 | 26 | 152.9% | $1,559 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2,578 | 0.00% | 13 | -4 | -23.5% | -$793 | 减仓 |
| MDA | MDA SPACE LTD | $2,532 | 0.00% | 100 | 100 | — | $2,532 | 新建仓 |
| NET | CLOUDFLARE INC | $2,477 | 0.00% | 12 | 3 | 33.3% | $619 | 加仓 |
| WMB | WILLIAMS COS INC | $2,475 | 0.00% | 34 | 6 | 21.4% | $437 | 加仓 |
| INDI | INDIE SEMICONDUCTOR INC | $2,464 | 0.00% | 765 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $2,445 | 0.00% | 14 | 3 | 27.3% | $524 | 加仓 |