First Growth Capital LLC
PIKESVILLE MD · SEC CIK 0002112081
$1.11亿2026Q1 申报市值
129持仓数
41.1%前十大占比 · 第一大 17.1%
10 / 2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
COHR 加仓+$103.26万
BINC 新建仓+$73.88万
ECL 新建仓+$65.63万
VEEV 新建仓+$47.14万
INDA 加仓+$30.52万
2026Q1 卖出最多 按季末市值估算
PH 减仓-$92.08万
BND 减仓-$58.67万
EMB 清仓-$40.34万
IVV 减仓-$36.46万
DBMF 减仓-$35.85万
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 |
|---|---|---|---|---|---|---|---|---|
| EMB | ISHARES TR | $0 | 0.00% | 0 | -4,160 | -100.0% | -$40.34万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -927 | -100.0% | -$21.83万 | 清仓 |
| BHC | BAUSCH HEALTH COS INC | $18.11万 | 0.16% | 32,452 | -208 | -0.6% | -$1,161 | 减仓 |
| AEE | AMEREN CORP | $20.57万 | 0.19% | 1,857 | 1,857 | — | $20.57万 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $20.60万 | 0.19% | 992 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $20.81万 | 0.19% | 2,125 | -66 | -3.0% | -$6,463 | 减仓 |
| EMR | EMERSON ELEC CO | $20.97万 | 0.19% | 1,584 | 65 | 4.3% | $8,604 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $21.13万 | 0.19% | 13,061 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $21.33万 | 0.19% | 1,620 | 1,620 | — | $21.33万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $21.34万 | 0.19% | 2,000 | 2,000 | — | $21.34万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $21.34万 | 0.19% | 774 | 774 | — | $21.34万 | 新建仓 |
| KKR | KKR & CO INC | $21.59万 | 0.19% | 2,363 | 1 | 0.0% | $91 | 加仓 |
| RAAX | VANECK ETF TRUST | $21.59万 | 0.19% | 5,265 | 5,265 | — | $21.59万 | 新建仓 |
| ACMR | ACM RESH INC | $22.65万 | 0.20% | 5,598 | 285 | 5.4% | $1.15万 | 加仓 |
| ES | EVERSOURCE ENERGY | $22.80万 | 0.21% | 3,274 | 54 | 1.7% | $3,761 | 加仓 |
| BF/A | BROWN FORMAN CORP | $23.44万 | 0.21% | 8,725 | -58 | -0.7% | -$1,558 | 减仓 |
| GOOG | ALPHABET INC | $24.24万 | 0.22% | 822 | -447 | -35.2% | -$13.18万 | 减仓 |
| VB | VANGUARD INDEX FDS | $24.39万 | 0.22% | 926 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $24.66万 | 0.22% | 1,324 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $24.86万 | 0.22% | 1,744 | -39 | -2.2% | -$5,558 | 减仓 |
| NU | NU HLDGS LTD | $25.30万 | 0.23% | 17,518 | 344 | 2.0% | $4,967 | 加仓 |
| TXN | TEXAS INSTRS INC | $25.52万 | 0.23% | 1,300 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $25.63万 | 0.23% | 415 | -23 | -5.3% | -$1.42万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $25.79万 | 0.23% | 524 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $26.10万 | 0.24% | 1,369 | 33 | 2.5% | $6,290 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $26.60万 | 0.24% | 1,972 | 122 | 6.6% | $1.65万 | 加仓 |
| — | HONEYWELL INTL INC | $27.46万 | 0.25% | 1,203 | -23 | -1.9% | -$5,250 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $27.55万 | 0.25% | 4,199 | 4,199 | — | $27.55万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $28.19万 | 0.25% | 2,330 | 0 | 0.0% | — | 不变 |
| CEMB | ISHARES INC | $28.71万 | 0.26% | 6,373 | 283 | 4.6% | $1.27万 | 加仓 |
| JETS | ETF SER SOLUTIONS | $29.95万 | 0.27% | 11,852 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.39万 | 0.27% | 1,250 | 1 | 0.1% | $243 | 加仓 |
| BX | BLACKSTONE INC | $30.49万 | 0.27% | 2,667 | 4 | 0.2% | $457 | 加仓 |
| WM | WASTE MGMT INC DEL | $31.35万 | 0.28% | 1,357 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $31.48万 | 0.28% | 543 | -2 | -0.4% | -$1,159 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $31.86万 | 0.29% | 76 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $32.40万 | 0.29% | 2,567 | 79 | 3.2% | $9,971 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $33.20万 | 0.30% | 386 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $33.87万 | 0.31% | 593 | -33 | -5.3% | -$1.88万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $34.49万 | 0.31% | 1,563 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $34.90万 | 0.31% | 203 | -5 | -2.4% | -$8,595 | 减仓 |
| YUM | YUM BRANDS INC | $35.12万 | 0.32% | 2,285 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $35.29万 | 0.32% | 13,950 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $36.55万 | 0.33% | 11,062 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $36.92万 | 0.33% | 4,737 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $36.95万 | 0.33% | 859 | 0 | 0.0% | — | 不变 |
| EWM | ISHARES INC | $37.17万 | 0.34% | 12,975 | 1,084 | 9.1% | $3.11万 | 加仓 |
| IQV | IQVIA HLDGS INC | $37.46万 | 0.34% | 2,173 | 68 | 3.2% | $1.17万 | 加仓 |
| XTN | SPDR SERIES TRUST | $37.71万 | 0.34% | 3,970 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $38.20万 | 0.34% | 15,196 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $38.68万 | 0.35% | 3,718 | 100 | 2.8% | $1.04万 | 加仓 |
| VFH | VANGUARD WORLD FD | $39.47万 | 0.36% | 3,266 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $39.81万 | 0.36% | 8,053 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $40.59万 | 0.37% | 1,387 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $42.22万 | 0.38% | 1,155 | 26 | 2.3% | $9,505 | 加仓 |
| IGV | ISHARES TR | $42.69万 | 0.39% | 5,352 | 444 | 9.0% | $3.54万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $43.19万 | 0.39% | 2,243 | 647 | 40.5% | $12.46万 | 加仓 |
| KO | COCA COLA CO | $44.85万 | 0.40% | 5,895 | 6 | 0.1% | $456 | 加仓 |
| HD | HOME DEPOT INC | $45.80万 | 0.41% | 1,390 | 1 | 0.1% | $329 | 加仓 |
| PG | PROCTER & GAMBLE CO | $46.47万 | 0.42% | 3,225 | 3 | 0.1% | $432 | 加仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $46.66万 | 0.42% | 10,169 | 129 | 1.3% | $5,919 | 加仓 |
| VEEV | VEEVA SYS INC | $47.14万 | 0.43% | 2,729 | 2,729 | — | $47.14万 | 新建仓 |
| TIP | ISHARES TR | $47.62万 | 0.43% | 4,315 | 420 | 10.8% | $4.63万 | 加仓 |
| AVGO | BROADCOM INC | $47.64万 | 0.43% | 1,520 | -74 | -4.6% | -$2.32万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $48.06万 | 0.43% | 9,732 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $49.36万 | 0.45% | 6,723 | -7,991 | -54.3% | -$58.67万 | 减仓 |
| WMT | WALMART INC | $49.51万 | 0.45% | 3,969 | -252 | -6.0% | -$3.14万 | 减仓 |
| LLY | ELI LILLY & CO | $52.32万 | 0.47% | 548 | -7 | -1.3% | -$6,683 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.59万 | 0.47% | 1,099 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $52.93万 | 0.48% | 6,956 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $53.46万 | 0.48% | 1,810 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $54.07万 | 0.49% | 3,496 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $54.20万 | 0.49% | 3,807 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $54.85万 | 0.49% | 2,002 | 2 | 0.1% | $548 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $54.90万 | 0.50% | 1,493 | -733 | -32.9% | -$26.95万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $55.36万 | 0.50% | 9,371 | 649 | 7.4% | $3.83万 | 加仓 |
| AMZN | AMAZON COM INC | $56.20万 | 0.51% | 2,669 | 82 | 3.2% | $1.73万 | 加仓 |
| EWZ | ISHARES INC | $56.34万 | 0.51% | 14,683 | 680 | 4.9% | $2.61万 | 加仓 |
| HYG | ISHARES TR | $58.05万 | 0.52% | 7,314 | 1,398 | 23.6% | $11.10万 | 加仓 |
| AME | AMETEK INC | $59.23万 | 0.53% | 2,709 | 74 | 2.8% | $1.62万 | 加仓 |
| NKE | NIKE INC | $59.47万 | 0.54% | 13,324 | 132 | 1.0% | $5,891 | 加仓 |
| INDA | ISHARES TR | $59.84万 | 0.54% | 12,810 | 6,534 | 104.1% | $30.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $60.10万 | 0.54% | 2,462 | 2 | 0.1% | $488 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $60.65万 | 0.55% | 20,076 | -11,868 | -37.2% | -$35.85万 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $61.12万 | 0.55% | 10,038 | 527 | 5.5% | $3.21万 | 加仓 |
| XES | SPDR SERIES TRUST | $61.40万 | 0.55% | 5,396 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $65.00万 | 0.59% | 37,336 | 563 | 1.5% | $9,802 | 加仓 |
| ECL | ECOLAB INC | $65.63万 | 0.59% | 2,435 | 2,435 | — | $65.63万 | 新建仓 |
| INTC | INTEL CORP | $65.68万 | 0.59% | 13,674 | 265 | 2.0% | $1.27万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $67.37万 | 0.61% | 676 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $68.05万 | 0.61% | 5,631 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $68.61万 | 0.62% | 2,307 | 33 | 1.5% | $9,814 | 加仓 |
| NVDA | NVIDIA CORPORATION | $71.33万 | 0.64% | 4,058 | -145 | -3.4% | -$2.55万 | 减仓 |
| AMGN | AMGEN INC | $73.59万 | 0.66% | 2,083 | 1 | 0.0% | $353 | 加仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $73.87万 | 0.67% | 2,000 | 2,000 | — | $73.87万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $73.88万 | 0.67% | 14,252 | 14,252 | — | $73.88万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $73.94万 | 0.67% | 3,428 | -67 | -1.9% | -$1.45万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $74.63万 | 0.67% | 1,139 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $79.36万 | 0.72% | 1,123 | 0 | 0.0% | — | 不变 |
| YPF | YPF SOCIEDAD ANONIMA | $82.36万 | 0.74% | 18,587 | 249 | 1.4% | $1.10万 | 加仓 |