Daytona Street Capital LLC
SAINT LOUIS MO · SEC CIK 0002101936
$1.41亿2026Q1 申报市值
301持仓数
33.1%前十大占比 · 第一大 8.9%
31 / 31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
TCBX 新建仓+$129.43万
BSVO 新建仓+$95.48万
USCB 新建仓+$65.76万
MEDALLION BANK 9 加仓+$65.01万
DIS 加仓+$37.33万
2026Q1 卖出最多 按季末市值估算
HTB 减仓-$45.62万
FLUSHING FINL CO 减仓-$41.81万
LUV 清仓-$24.80万
GPK 减仓-$24.32万
PLBC 减仓-$23.56万
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 |
|---|---|---|---|---|---|---|---|---|
| CAL | CALERES INC | $104.43万 | 0.74% | 94,333 | 600 | 0.6% | $6,642 | 加仓 |
| BOOT | BANK OF BOTETOURT BUCHAN | $115.01万 | 0.81% | 24,470 | 4,000 | 19.5% | $18.80万 | 加仓 |
| LEN/B | LENNAR CORP CLASS B | $126.37万 | 0.90% | 15,125 | -505 | -3.2% | -$4.22万 | 减仓 |
| FSBW | FS BANCORP INC | $126.91万 | 0.90% | 32,437 | 0 | 0.0% | — | 不变 |
| CARE | CARTER BANKSHARES INC | $128.43万 | 0.91% | 54,536 | 2,000 | 3.8% | $4.71万 | 加仓 |
| TCBX | THIRD COAST BANCSHARES I | $129.43万 | 0.92% | 33,400 | 33,400 | — | $129.43万 | 新建仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $134.54万 | 0.95% | 21,787 | -3,460 | -13.7% | -$21.37万 | 减仓 |
| FUNC | FIRST UTD CORP | $138.61万 | 0.98% | 37,130 | 0 | 0.0% | — | 不变 |
| BWB | BRIDGEWATER BANCSHARES I | $155.92万 | 1.10% | 86,368 | 0 | 0.0% | — | 不变 |
| WMG | WARNER MUSIC GROUP CORP CLASS A | $161.73万 | 1.15% | 62,415 | -850 | -1.3% | -$2.20万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $162.55万 | 1.15% | 17,190 | 330 | 2.0% | $3.12万 | 加仓 |
| FBIZ | FIRST BUSINESS FINL SVCS | $170.84万 | 1.21% | 30,790 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $175.45万 | 1.24% | 15,118 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $176.58万 | 1.25% | 4,017 | -4 | -0.1% | -$1,758 | 减仓 |
| POST | POST HLDGS INC | $198.61万 | 1.41% | 20,302 | 220 | 1.1% | $2.15万 | 加仓 |
| CNC | CENTENE CORP DEL | $205.41万 | 1.45% | 60,771 | -1,598 | -2.6% | -$5.40万 | 减仓 |
| SBUX | STARBUCKS CORP | $205.81万 | 1.46% | 22,686 | -29 | -0.1% | -$2,631 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $211.83万 | 1.50% | 4,436 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $242.97万 | 1.72% | 33,439 | -449 | -1.3% | -$3.26万 | 减仓 |
| AAPL | APPLE INC | $254.54万 | 1.80% | 9,995 | -20 | -0.2% | -$5,093 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $258.32万 | 1.83% | 67,068 | 5,495 | 8.9% | $21.16万 | 加仓 |
| PVH | PVH CORP | $259.07万 | 1.83% | 33,786 | -1,975 | -5.5% | -$15.14万 | 减仓 |
| MCD | MCDONALDS CORP | $259.10万 | 1.84% | 8,432 | 10 | 0.1% | $3,073 | 加仓 |
| FRHC | FREEDOM FINL HLDGS INC | $289.76万 | 2.05% | 20,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $293.32万 | 2.08% | 30,202 | 3,844 | 14.6% | $37.33万 | 加仓 |
| META | META PLATFORMS INC CLASS CLASS A | $301.55万 | 2.14% | 5,149 | 159 | 3.2% | $9.31万 | 加仓 |
| CZWI | CITIZENS CMNTY BANCORP I | $304.83万 | 2.16% | 151,244 | -400 | -0.3% | -$8,062 | 减仓 |
| ALLY | ALLY FINL INC | $319.80万 | 2.26% | 80,161 | 5,506 | 7.4% | $21.97万 | 加仓 |
| — | JAMES FINL GRP | $322.10万 | 2.28% | 157,123 | -743 | -0.5% | -$1.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $337.57万 | 2.39% | 11,346 | 4 | 0.0% | $1,190 | 加仓 |
| — | CF BANKSHARES INC | $427.74万 | 3.03% | 151,386 | 1,000 | 0.7% | $2.83万 | 加仓 |
| AMZN | AMAZON.COM INC | $448.41万 | 3.18% | 21,165 | 656 | 3.2% | $13.90万 | 加仓 |
| NFLX | NETFLIX INC | $472.51万 | 3.35% | 49,530 | 1,000 | 2.1% | $9.54万 | 加仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $485.36万 | 3.44% | 16,447 | -687 | -4.0% | -$20.27万 | 减仓 |
| COR | ACCENDRA HEALTH INC | $1,256.56万 | 8.90% | 40,000 | 0 | 0.0% | — | 不变 |