Mainstream Capital Management LLC
LOS ANGELES CA · SEC CIK 0002043084
$1.66亿2026Q2 申报市值
90持仓数
45.4%前十大占比 · 第一大 12.2%
4 / 2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
IBM 新建仓+$186.64万
GSST 加仓+$57.16万
AMD 加仓+$49.90万
GEV 加仓+$26.43万
CSCO 新建仓+$26.27万
2026Q2 卖出最多 按季末市值估算
HNST 清仓-$69.40万
JPST 减仓-$51.12万
HD 减仓-$50.61万
JEPI 减仓-$44.49万
AAPL 减仓-$41.81万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $2,034.08万 | 12.25% | 402,230 | -10,109 | -2.5% | -$51.12万 | 减仓 |
| AAPL | APPLE INC COM | $986.98万 | 5.94% | 34,109 | -1,445 | -4.1% | -$41.81万 | 减仓 |
| GSST | GOLDMAN SACHS ULTRA SHORT BOND ETF | $947.66万 | 5.71% | 187,377 | 11,302 | 6.4% | $57.16万 | 加仓 |
| AMZN | AMAZON COM INC COM | $738.12万 | 4.44% | 30,969 | -184 | -0.6% | -$4.39万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $714.26万 | 4.30% | 20,215 | -23 | -0.1% | -$8,127 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $552.67万 | 3.33% | 27,621 | -120 | -0.4% | -$2.40万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $425.47万 | 2.56% | 34,265 | -499 | -1.4% | -$6.20万 | 减仓 |
| META | META PLATFORMS INC CL A | $422.64万 | 2.55% | 7,503 | -62 | -0.8% | -$3.49万 | 减仓 |
| GLW | CORNING INC COM | $364.98万 | 2.20% | 14,289 | 108 | 0.8% | $2.76万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $353.90万 | 2.13% | 14,598 | -248 | -1.7% | -$6.01万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $325.02万 | 1.96% | 4,340 | -83 | -1.9% | -$6.22万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $315.92万 | 1.90% | 8,840 | -220 | -2.4% | -$7.86万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $286.02万 | 1.72% | 8,738 | -17 | -0.2% | -$5,565 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $270.21万 | 1.63% | 5,400 | 4 | 0.1% | $2,002 | 加仓 |
| LLY | ELI LILLY & CO COM | $269.87万 | 1.63% | 2,250 | -42 | -1.8% | -$5.04万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $263.89万 | 1.59% | 3,458 | -12 | -0.3% | -$9,158 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $263.03万 | 1.58% | 7,713 | -28 | -0.4% | -$9,549 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $259.35万 | 1.56% | 3,473 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $251.73万 | 1.52% | 5,985 | -5 | -0.1% | -$2,103 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $234.11万 | 1.41% | 4,030 | 859 | 27.1% | $49.90万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $217.30万 | 1.31% | 2,323 | -5 | -0.2% | -$4,677 | 减仓 |
| GLD | SPDR GOLD SHARES | $205.74万 | 1.24% | 5,585 | -600 | -9.7% | -$22.10万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $201.36万 | 1.21% | 5,398 | 5 | 0.1% | $1,865 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $192.51万 | 1.16% | 16,107 | -21 | -0.1% | -$2,510 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $191.15万 | 1.15% | 1,890 | -7 | -0.4% | -$7,080 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $190.82万 | 1.15% | 21,923 | 109 | 0.5% | $9,487 | 加仓 |
| GEV | GE VERNOVA INC COM | $190.21万 | 1.15% | 1,619 | 225 | 16.1% | $26.43万 | 加仓 |
| TJX | TJX COS INC NEW COM | $186.95万 | 1.13% | 12,340 | 33 | 0.3% | $5,000 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $186.64万 | 1.12% | 6,637 | 6,637 | — | $186.64万 | 新建仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $180.26万 | 1.09% | 8,215 | -21 | -0.3% | -$4,608 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $178.47万 | 1.07% | 9,032 | -9 | -0.1% | -$1,778 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $176.55万 | 1.06% | 5,764 | -16 | -0.3% | -$4,901 | 减仓 |
| CAVA | CAVA GROUP INC COM | $167.80万 | 1.01% | 21,381 | 57 | 0.3% | $4,473 | 加仓 |
| NFLX | NETFLIX INC. COM | $164.44万 | 0.99% | 23,031 | 15 | 0.1% | $1,071 | 加仓 |
| TOST | TOAST INC CL A | $158.00万 | 0.95% | 56,794 | -610 | -1.1% | -$1.70万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $147.91万 | 0.89% | 16,030 | -663 | -4.0% | -$6.12万 | 减仓 |
| ETN | EATON CORP PLC SHS | $147.39万 | 0.89% | 3,459 | 29 | 0.8% | $1.24万 | 加仓 |
| WMT | WALMART INC COM | $146.55万 | 0.88% | 12,939 | -203 | -1.5% | -$2.30万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $141.98万 | 0.85% | 18,547 | -19 | -0.1% | -$1,454 | 减仓 |
| DOV | DOVER CORP COM | $127.57万 | 0.77% | 5,688 | 54 | 1.0% | $1.21万 | 加仓 |
| LZ | LEGALZOOM COM INC COM | $122.60万 | 0.74% | 200,000 | -25,000 | -11.1% | -$15.32万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $122.33万 | 0.74% | 9,832 | -10 | -0.1% | -$1,244 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $115.63万 | 0.70% | 12,556 | -74 | -0.6% | -$6,815 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $113.88万 | 0.69% | 4,515 | -21 | -0.5% | -$5,297 | 减仓 |
| V | VISA INC COM CL A | $110.13万 | 0.66% | 3,210 | -121 | -3.6% | -$4.15万 | 减仓 |
| AVGO | BROADCOM INC COM | $106.79万 | 0.64% | 2,827 | -28 | -1.0% | -$1.06万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $106.14万 | 0.64% | 1,468 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $97.28万 | 0.59% | 11,743 | -6 | -0.1% | -$497 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $94.50万 | 0.57% | 6,871 | -5 | -0.1% | -$688 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $84.67万 | 0.51% | 5,108 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $82.78万 | 0.50% | 8,625 | 28 | 0.3% | $2,687 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $79.73万 | 0.48% | 11,049 | -72 | -0.6% | -$5,196 | 减仓 |
| AS | AMER SPORTS INC COM SHS | $78.73万 | 0.47% | 23,265 | 132 | 0.6% | $4,467 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $77.76万 | 0.47% | 3,131 | -58 | -1.8% | -$1.44万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $73.85万 | 0.44% | 3,876 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $72.69万 | 0.44% | 2,061 | -1,435 | -41.0% | -$50.61万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $61.98万 | 0.37% | 10,973 | -7,877 | -41.8% | -$44.49万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $61.65万 | 0.37% | 18,133 | -9,352 | -34.0% | -$31.80万 | 减仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $60.78万 | 0.37% | 3,304 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $54.25万 | 0.33% | 5,624 | -1 | -0.0% | -$96 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $53.23万 | 0.32% | 4,045 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $52.49万 | 0.32% | 1,022 | -143 | -12.3% | -$7.34万 | 减仓 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $48.01万 | 0.29% | 2,378 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $47.72万 | 0.29% | 1,596 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC COM | $45.63万 | 0.27% | 16,666 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $44.27万 | 0.27% | 18,337 | -248 | -1.3% | -$5,987 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $43.71万 | 0.26% | 5,668 | -116 | -2.0% | -$8,945 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $42.59万 | 0.26% | 1,259 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $41.97万 | 0.25% | 1,939 | 21 | 1.1% | $4,546 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $41.28万 | 0.25% | 5,298 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $39.76万 | 0.24% | 6,307 | -130 | -2.0% | -$8,195 | 减仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $39.23万 | 0.24% | 5,768 | 19 | 0.3% | $1,292 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $39.16万 | 0.24% | 2,114 | -17 | -0.8% | -$3,149 | 减仓 |
| SCUS | SCHWAB ULTRA-SHORT INCOME ETF | $36.36万 | 0.22% | 14,441 | -5,042 | -25.9% | -$12.69万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $36.08万 | 0.22% | 2,371 | -49 | -2.0% | -$7,457 | 减仓 |
| ATI | ATI INC COM | $33.51万 | 0.20% | 1,700 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $32.11万 | 0.19% | 1,188 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $31.87万 | 0.19% | 3,119 | -2 | -0.1% | -$204 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $31.61万 | 0.19% | 9,494 | 1,210 | 14.6% | $4.03万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $31.15万 | 0.19% | 423 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC COM | $31.05万 | 0.19% | 1,507 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $26.71万 | 0.16% | 2,611 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $26.69万 | 0.16% | 3,213 | -638 | -16.6% | -$5.30万 | 减仓 |
| CSCO | CISCO SYS INC COM | $26.27万 | 0.16% | 2,237 | 2,237 | — | $26.27万 | 新建仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $26.09万 | 0.16% | 1,149 | 6 | 0.5% | $1,362 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $22.47万 | 0.14% | 1,926 | 46 | 2.4% | $5,367 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $21.08万 | 0.13% | 6,649 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $20.72万 | 0.12% | 6,662 | 6,662 | — | $20.72万 | 新建仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $20.46万 | 0.12% | 1,076 | 1,076 | — | $20.46万 | 新建仓 |
| — | ISHARES ETHEREUM TRUST ETF | $15.28万 | 0.09% | 12,849 | -43 | -0.3% | -$511 | 减仓 |
| HNST | HONEST CO INC COM | $0 | 0.00% | 0 | -236,061 | -100.0% | -$69.40万 | 清仓 |
| DIS | DISNEY WALT CO COM | $0 | 0.00% | 0 | -2,390 | -100.0% | -$23.03万 | 清仓 |