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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO ACTIVELY MANAGED EXC | $87.77万 | 0.79% | 23,143 | -1,956 | -7.8% | -$7.42万 | 减仓 |
| CVX | CHEVRON CORPORATION | $89.21万 | 0.80% | 4,519 | -8 | -0.2% | -$1,579 | 减仓 |
| IAU | ISHARES GOLD TR | $90.67万 | 0.82% | 10,110 | -991 | -8.9% | -$8.89万 | 减仓 |
| CAT | CATERPILLAR INC | $94.87万 | 0.86% | 1,299 | 41 | 3.3% | $2.99万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $95.12万 | 0.86% | 4,590 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $97.00万 | 0.87% | 14,072 | -141 | -1.0% | -$9,719 | 减仓 |
| NVO | NOVO-NORDISK A S | $97.35万 | 0.88% | 26,686 | 3,101 | 13.1% | $11.31万 | 加仓 |
| TGT | TARGET CORP | $97.96万 | 0.88% | 8,133 | 42 | 0.5% | $5,059 | 加仓 |
| RTX | RTX CORPORATION | $98.88万 | 0.89% | 5,078 | 145 | 2.9% | $2.82万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $102.83万 | 0.93% | 6,164 | -259 | -4.0% | -$4.32万 | 减仓 |
| BOND | PIMCO ETF TR | $108.72万 | 0.98% | 11,815 | 1,403 | 13.5% | $12.91万 | 加仓 |
| AAXJ | ISHARES TR | $111.60万 | 1.01% | 11,483 | -1,426 | -11.0% | -$13.86万 | 减仓 |
| MFUS | PIMCO EQUITY SER | $112.54万 | 1.01% | 19,214 | 252 | 1.3% | $1.48万 | 加仓 |
| WWD | WOODWARD INC | $113.85万 | 1.03% | 3,029 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $116.18万 | 1.05% | 1,929 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $124.75万 | 1.13% | 4,799 | 116 | 2.5% | $3.02万 | 加仓 |
| NFLX | NETFLIX INC. | $126.02万 | 1.14% | 13,189 | 130 | 1.0% | $1.24万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $134.25万 | 1.21% | 1,458 | -1,000 | -40.7% | -$92.08万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $142.14万 | 1.28% | 45,486 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $148.01万 | 1.33% | 5,973 | 4,167 | 230.7% | $103.26万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $153.18万 | 1.38% | 4,739 | 0 | 0.0% | — | 不变 |
| GPGI | GPGI INC | $166.06万 | 1.50% | 97,223 | 9,476 | 10.8% | $16.19万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $172.82万 | 1.56% | 56,645 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $195.49万 | 1.76% | 5,292 | -53 | -1.0% | -$1.96万 | 减仓 |
| AAPL | APPLE INC | $201.61万 | 1.82% | 7,887 | -26 | -0.3% | -$6,646 | 减仓 |
| RECS | COLUMBIA ETF TR I | $218.56万 | 1.97% | 55,684 | 768 | 1.4% | $3.01万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $257.87万 | 2.33% | 87,861 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $260.85万 | 2.35% | 4,464 | -37 | -0.8% | -$2.16万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $268.27万 | 2.42% | 103,820 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $917.57万 | 8.27% | 13,944 | -554 | -3.8% | -$36.46万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1,897.45万 | 17.11% | 73,156 | 70 | 0.1% | $1.82万 | 加仓 |