First Growth Capital LLC
PIKESVILLE MD · SEC CIK 0002112081
$1.32亿2026Q2 申报市值
138持仓数
39.7%前十大占比 · 第一大 18.4%
20 / 11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
XLI 新建仓+$147.20万
XLC 新建仓+$133.70万
BINC 加仓+$92.96万
EZU 新建仓+$80.17万
BKH 新建仓+$70.40万
2026Q2 卖出最多 按季末市值估算
COHR 减仓-$89.51万
MU 减仓-$75.68万
QQQ 减仓-$69.59万
XES 清仓-$61.40万
IVV 减仓-$57.74万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ACMR | ACM RESH INC | $71.25万 | 0.54% | 5,615 | 17 | 0.3% | $2,157 | 加仓 |
| CVX | CHEVRON CORPORATION | $71.92万 | 0.55% | 4,339 | -180 | -4.0% | -$2.98万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $73.99万 | 0.56% | 24,171 | 4,095 | 20.4% | $12.53万 | 加仓 |
| AMGN | AMGEN INC | $75.43万 | 0.57% | 2,083 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $75.46万 | 0.57% | 45,184 | 7,848 | 21.0% | $13.11万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $76.10万 | 0.58% | 1,831 | -171 | -8.5% | -$7.11万 | 减仓 |
| GOOGL | ALPHABET INC | $77.55万 | 0.59% | 2,170 | -137 | -5.9% | -$4.90万 | 减仓 |
| EZU | ISHARES INC | $80.17万 | 0.61% | 11,535 | 11,535 | — | $80.17万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $80.63万 | 0.61% | 3,408 | -20 | -0.6% | -$4,732 | 减仓 |
| YPF | YPF SOCIEDAD ANONIMA | $84.01万 | 0.64% | 18,475 | -112 | -0.6% | -$5,093 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $85.06万 | 0.64% | 1,139 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $88.11万 | 0.67% | 25,540 | 10,857 | 73.9% | $37.46万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $92.28万 | 0.70% | 9,986 | -52 | -0.5% | -$4,805 | 减仓 |
| NFLX | NETFLIX INC. | $92.65万 | 0.70% | 12,976 | -213 | -1.6% | -$1.52万 | 减仓 |
| RTX | RTX CORPORATION | $94.16万 | 0.71% | 4,963 | -115 | -2.3% | -$2.18万 | 减仓 |
| GLW | CORNING INC | $95.97万 | 0.73% | 3,757 | -50 | -1.3% | -$1.28万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $96.56万 | 0.73% | 837 | -656 | -43.9% | -$75.68万 | 减仓 |
| IEV | ISHARES TR | $100.67万 | 0.76% | 13,819 | -253 | -1.8% | -$1.84万 | 减仓 |
| TGT | TARGET CORP | $105.43万 | 0.80% | 8,072 | -61 | -0.8% | -$7,967 | 减仓 |
| VGT | VANGUARD WORLD FD | $107.38万 | 0.81% | 8,984 | 0 | 0.0% | — | 不变 |
| — | INVESCO ACTIVELY MANAGED EXC | $107.66万 | 0.82% | 26,298 | 3,155 | 13.6% | $12.92万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $107.85万 | 0.82% | 5,625 | -539 | -8.7% | -$10.33万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $113.01万 | 0.86% | 4,590 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $121.94万 | 0.92% | 25,435 | -1,251 | -4.7% | -$6.00万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $123.83万 | 0.94% | 1,266 | -192 | -13.2% | -$18.78万 | 减仓 |
| MFUS | PIMCO EQUITY SER | $124.93万 | 0.95% | 18,599 | -615 | -3.2% | -$4.13万 | 减仓 |
| AAXJ | ISHARES TR | $126.36万 | 0.96% | 10,589 | -894 | -7.8% | -$10.67万 | 减仓 |
| WWD | WOODWARD INC | $128.87万 | 0.98% | 3,029 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $130.61万 | 0.99% | 14,164 | 2,349 | 19.9% | $21.66万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $133.70万 | 1.01% | 12,480 | 12,480 | — | $133.70万 | 新建仓 |
| CAT | CATERPILLAR INC | $135.35万 | 1.03% | 1,271 | -28 | -2.2% | -$2.98万 | 减仓 |
| XAR | SPDR SERIES TRUST | $136.76万 | 1.04% | 4,819 | 20 | 0.4% | $5,676 | 加仓 |
| VOO | VANGUARD INDEX FDS | $141.41万 | 1.07% | 2,059 | 130 | 6.7% | $8.93万 | 加仓 |
| COHR | COHERENT CORP | $146.11万 | 1.11% | 3,704 | -2,269 | -38.0% | -$89.51万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $147.20万 | 1.12% | 7,947 | 7,947 | — | $147.20万 | 新建仓 |
| GPGI | GPGI INC | $150.26万 | 1.14% | 94,804 | -2,419 | -2.5% | -$3.83万 | 减仓 |
| INTC | INTEL CORP | $153.91万 | 1.17% | 11,023 | -2,651 | -19.4% | -$37.02万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $167.56万 | 1.27% | 32,013 | 17,761 | 124.6% | $92.96万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $167.71万 | 1.27% | 45,486 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $171.83万 | 1.30% | 4,606 | -686 | -13.0% | -$25.59万 | 减仓 |
| AAPL | APPLE INC | $173.93万 | 1.32% | 6,011 | -1,876 | -23.8% | -$54.28万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $175.36万 | 1.33% | 4,739 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $179.62万 | 1.36% | 56,645 | 0 | 0.0% | — | 不变 |
| RECS | COLUMBIA ETF TR I | $239.65万 | 1.82% | 55,371 | -313 | -0.6% | -$1.35万 | 减仓 |
| QQQ | INVESCO QQQ TR | $259.16万 | 1.96% | 3,519 | -945 | -21.2% | -$69.59万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $305.54万 | 2.32% | 103,820 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $317.44万 | 2.41% | 87,861 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $986.55万 | 7.48% | 13,173 | -771 | -5.5% | -$57.74万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $2,428.52万 | 18.41% | 72,532 | -624 | -0.9% | -$20.89万 | 减仓 |