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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$73.87万 | 清仓 |
| XES | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,396 | -100.0% | -$61.40万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -2,173 | -100.0% | -$37.46万 | 清仓 |
| JETS | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -11,852 | -100.0% | -$29.95万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,203 | -100.0% | -$27.46万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1,744 | -100.0% | -$24.86万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,324 | -100.0% | -$24.66万 | 清仓 |
| BF/A | BROWN FORMAN CORP | $0 | 0.00% | 0 | -8,725 | -100.0% | -$23.44万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -774 | -100.0% | -$21.34万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -2,125 | -100.0% | -$20.81万 | 清仓 |
| BHC | BAUSCH HEALTH COS INC | $0 | 0.00% | 0 | -32,452 | -100.0% | -$18.11万 | 清仓 |
| KWEB | KRANESHARES TRUST 看涨期权 | $4.80万 | 0.04% | 13,900 | 13,900 | — | $4.80万 | 新建仓 |
| EWZ | ISHARES INC 看涨期权 | $9.20万 | 0.07% | 49,000 | 49,000 | — | $9.20万 | 新建仓 |
| VIV | TELEFONICA BRASIL SA | $16.67万 | 0.13% | 12,665 | -396 | -3.0% | -$5,211 | 减仓 |
| — | SPDR SERIES TRUST | $20.01万 | 0.15% | 1,515 | 1,515 | — | $20.01万 | 新建仓 |
| — | ISHARES U S ETF TR | $20.28万 | 0.15% | 7,061 | 7,061 | — | $20.28万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $20.93万 | 0.16% | 411 | -4 | -1.0% | -$2,037 | 减仓 |
| AEE | AMEREN CORP | $20.99万 | 0.16% | 1,857 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $21.52万 | 0.16% | 223 | 223 | — | $21.52万 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $21.57万 | 0.16% | 987 | -5 | -0.5% | -$1,093 | 减仓 |
| SNOW | SNOWFLAKE INC | $21.76万 | 0.16% | 855 | 855 | — | $21.76万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $22.16万 | 0.17% | 1,620 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $22.17万 | 0.17% | 881 | 881 | — | $22.17万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $22.64万 | 0.17% | 2,263 | 2,263 | — | $22.64万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.71万 | 0.17% | 391 | 391 | — | $22.71万 | 新建仓 |
| IWM | ISHARES TR | $22.71万 | 0.17% | 756 | 756 | — | $22.71万 | 新建仓 |
| EMR | EMERSON ELEC CO | $22.83万 | 0.17% | 1,595 | 11 | 0.7% | $1,575 | 加仓 |
| RAAX | VANECK ETF TRUST | $22.93万 | 0.17% | 5,779 | 514 | 9.8% | $2.04万 | 加仓 |
| AMAT | APPLIED MATLS INC | $23.50万 | 0.18% | 325 | 325 | — | $23.50万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $23.81万 | 0.18% | 3,295 | 21 | 0.6% | $1,518 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $24.15万 | 0.18% | 1,374 | 5 | 0.4% | $879 | 加仓 |
| GOOG | ALPHABET INC | $27.63万 | 0.21% | 782 | -40 | -4.9% | -$1.41万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $27.66万 | 0.21% | 539 | 15 | 2.9% | $7,697 | 加仓 |
| VB | VANGUARD INDEX FDS | $28.07万 | 0.21% | 926 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $28.59万 | 0.22% | 3,115 | 752 | 31.8% | $6.90万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $28.69万 | 0.22% | 1,506 | -466 | -23.6% | -$8.88万 | 减仓 |
| META | META PLATFORMS INC | $29.43万 | 0.22% | 522 | -21 | -3.9% | -$1.18万 | 减仓 |
| NOW | SERVICENOW INC | $30.10万 | 0.23% | 3,032 | -686 | -18.5% | -$6.81万 | 减仓 |
| WM | WASTE MGMT INC DEL | $30.24万 | 0.23% | 1,357 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $30.66万 | 0.23% | 899 | 899 | — | $30.66万 | 新建仓 |
| BX | BLACKSTONE INC | $31.38万 | 0.24% | 2,667 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $32.28万 | 0.24% | 4,800 | 601 | 14.3% | $4.04万 | 加仓 |
| CEMB | ISHARES INC | $32.70万 | 0.25% | 7,162 | 789 | 12.4% | $3.60万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $33.30万 | 0.25% | 1,563 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $33.69万 | 0.26% | 2,330 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $33.98万 | 0.26% | 336 | -50 | -13.0% | -$5.06万 | 减仓 |
| MELI | MERCADOLIBRE INC | $34.63万 | 0.26% | 204 | 1 | 0.5% | $1,697 | 加仓 |
| EWM | ISHARES INC | $34.69万 | 0.26% | 12,872 | -103 | -0.8% | -$2,776 | 减仓 |
| IWF | ISHARES TR | $34.72万 | 0.26% | 2,796 | -640 | -18.6% | -$7.95万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $36.04万 | 0.27% | 2,022 | 122 | 6.4% | $2.17万 | 加仓 |
| YUM | YUM BRANDS INC | $36.53万 | 0.28% | 2,285 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $36.57万 | 0.28% | 577 | -16 | -2.7% | -$1.01万 | 减仓 |
| NU | NU HLDGS LTD | $37.48万 | 0.28% | 28,054 | 10,536 | 60.1% | $14.08万 | 加仓 |
| TXN | TEXAS INSTRS INC | $38.75万 | 0.29% | 1,300 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $40.11万 | 0.30% | 11,062 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $40.40万 | 0.31% | 13,950 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $41.67万 | 0.32% | 9,842 | 110 | 1.1% | $4,657 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $42.09万 | 0.32% | 15,196 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.97万 | 0.33% | 1,528 | 278 | 22.2% | $7.82万 | 加仓 |
| VFH | VANGUARD WORLD FD | $42.98万 | 0.33% | 3,266 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $43.17万 | 0.33% | 8,053 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $43.95万 | 0.33% | 13,912 | 13,912 | — | $43.95万 | 新建仓 |
| XTN | SPDR SERIES TRUST | $44.94万 | 0.34% | 3,886 | -84 | -2.1% | -$9,714 | 减仓 |
| WMT | WALMART INC | $45.85万 | 0.35% | 4,048 | 79 | 2.0% | $8,948 | 加仓 |
| PEP | PEPSICO INC | $47.34万 | 0.36% | 3,496 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $48.04万 | 0.36% | 5,911 | 16 | 0.3% | $1,300 | 加仓 |
| ETN | EATON CORP PLC | $48.28万 | 0.37% | 1,133 | -22 | -1.9% | -$9,375 | 减仓 |
| PG | PROCTER & GAMBLE CO | $48.73万 | 0.37% | 3,323 | 98 | 3.0% | $1.44万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $49.52万 | 0.38% | 9,393 | 9,393 | — | $49.52万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $50.38万 | 0.38% | 9,166 | -205 | -2.2% | -$1.13万 | 减仓 |
| GE | GE AEROSPACE | $50.68万 | 0.38% | 1,356 | -31 | -2.2% | -$1.16万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $51.06万 | 0.39% | 2,400 | 157 | 7.0% | $3.34万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $51.14万 | 0.39% | 1,562 | -248 | -13.7% | -$8.12万 | 减仓 |
| EWY | ISHARES INC | $51.20万 | 0.39% | 2,536 | -31 | -1.2% | -$6,259 | 减仓 |
| AVGO | BROADCOM INC | $51.59万 | 0.39% | 1,366 | -154 | -10.1% | -$5.82万 | 减仓 |
| HD | HOME DEPOT INC | $52.57万 | 0.40% | 1,491 | 101 | 7.3% | $3.56万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $54.11万 | 0.41% | 2,131 | -331 | -13.4% | -$8.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.24万 | 0.41% | 1,084 | -15 | -1.4% | -$7,506 | 减仓 |
| TIP | ISHARES TR | $54.68万 | 0.41% | 4,997 | 682 | 15.8% | $7.46万 | 加仓 |
| CSCO | CISCO SYS INC | $55.64万 | 0.42% | 4,737 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $57.49万 | 0.44% | 14,005 | 681 | 5.1% | $2.80万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $57.53万 | 0.44% | 1,967 | 1,967 | — | $57.53万 | 新建仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $57.54万 | 0.44% | 10,090 | -79 | -0.8% | -$4,505 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $57.63万 | 0.44% | 7,850 | 1,127 | 16.8% | $8.27万 | 加仓 |
| VEEV | VEEVA SYS INC | $58.12万 | 0.44% | 3,275 | 546 | 20.0% | $9.69万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $58.26万 | 0.44% | 6,956 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $59.58万 | 0.45% | 2,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $61.07万 | 0.46% | 509 | -39 | -7.1% | -$4.68万 | 减仓 |
| AMZN | AMAZON COM INC | $62.40万 | 0.47% | 2,618 | -51 | -1.9% | -$1.22万 | 减仓 |
| INDA | ISHARES TR | $62.74万 | 0.48% | 12,702 | -108 | -0.8% | -$5,334 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $63.24万 | 0.48% | 676 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $63.76万 | 0.48% | 2,194 | 2,194 | — | $63.76万 | 新建仓 |
| IGV | ISHARES TR | $64.25万 | 0.49% | 7,092 | 1,740 | 32.5% | $15.76万 | 加仓 |
| HYG | ISHARES TR | $65.41万 | 0.50% | 8,179 | 865 | 11.8% | $6.92万 | 加仓 |
| AME | AMETEK INC | $65.66万 | 0.50% | 2,714 | 5 | 0.2% | $1,210 | 加仓 |
| IAU | ISHARES GOLD TR | $65.68万 | 0.50% | 8,698 | -1,412 | -14.0% | -$10.66万 | 减仓 |
| ECL | ECOLAB INC | $67.79万 | 0.51% | 2,433 | -2 | -0.1% | -$557 | 减仓 |
| BKH | BLACK HILLS CORP | $70.40万 | 0.53% | 9,462 | 9,462 | — | $70.40万 | 新建仓 |
| MRK | MERCK & CO INC | $70.93万 | 0.54% | 5,520 | -111 | -2.0% | -$1.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $71.00万 | 0.54% | 3,548 | -510 | -12.6% | -$10.21万 | 减仓 |