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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | $1,897.45万 | 17.11% | 73,156 | 70 | 0.1% | $1.82万 | 加仓 |
| IVV | ISHARES TR | $917.57万 | 8.27% | 13,944 | -554 | -3.8% | -$36.46万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $268.27万 | 2.42% | 103,820 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $260.85万 | 2.35% | 4,464 | -37 | -0.8% | -$2.16万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $257.87万 | 2.33% | 87,861 | 0 | 0.0% | — | 不变 |
| RECS | COLUMBIA ETF TR I | $218.56万 | 1.97% | 55,684 | 768 | 1.4% | $3.01万 | 加仓 |
| AAPL | APPLE INC | $201.61万 | 1.82% | 7,887 | -26 | -0.3% | -$6,646 | 减仓 |
| MSFT | MICROSOFT CORP | $195.49万 | 1.76% | 5,292 | -53 | -1.0% | -$1.96万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $172.82万 | 1.56% | 56,645 | 0 | 0.0% | — | 不变 |
| GPGI | GPGI INC | $166.06万 | 1.50% | 97,223 | 9,476 | 10.8% | $16.19万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $153.18万 | 1.38% | 4,739 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $148.01万 | 1.33% | 5,973 | 4,167 | 230.7% | $103.26万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $142.14万 | 1.28% | 45,486 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $134.25万 | 1.21% | 1,458 | -1,000 | -40.7% | -$92.08万 | 减仓 |
| NFLX | NETFLIX INC. | $126.02万 | 1.14% | 13,189 | 130 | 1.0% | $1.24万 | 加仓 |
| XAR | SPDR SERIES TRUST | $124.75万 | 1.13% | 4,799 | 116 | 2.5% | $3.02万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $116.18万 | 1.05% | 1,929 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $113.85万 | 1.03% | 3,029 | 0 | 0.0% | — | 不变 |
| MFUS | PIMCO EQUITY SER | $112.54万 | 1.01% | 19,214 | 252 | 1.3% | $1.48万 | 加仓 |
| AAXJ | ISHARES TR | $111.60万 | 1.01% | 11,483 | -1,426 | -11.0% | -$13.86万 | 减仓 |
| BOND | PIMCO ETF TR | $108.72万 | 0.98% | 11,815 | 1,403 | 13.5% | $12.91万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $102.83万 | 0.93% | 6,164 | -259 | -4.0% | -$4.32万 | 减仓 |
| RTX | RTX CORPORATION | $98.88万 | 0.89% | 5,078 | 145 | 2.9% | $2.82万 | 加仓 |
| TGT | TARGET CORP | $97.96万 | 0.88% | 8,133 | 42 | 0.5% | $5,059 | 加仓 |
| NVO | NOVO-NORDISK A S | $97.35万 | 0.88% | 26,686 | 3,101 | 13.1% | $11.31万 | 加仓 |
| IEV | ISHARES TR | $97.00万 | 0.87% | 14,072 | -141 | -1.0% | -$9,719 | 减仓 |
| VXF | VANGUARD INDEX FDS | $95.12万 | 0.86% | 4,590 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $94.87万 | 0.86% | 1,299 | 41 | 3.3% | $2.99万 | 加仓 |
| IAU | ISHARES GOLD TR | $90.67万 | 0.82% | 10,110 | -991 | -8.9% | -$8.89万 | 减仓 |
| CVX | CHEVRON CORPORATION | $89.21万 | 0.80% | 4,519 | -8 | -0.2% | -$1,579 | 减仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $87.77万 | 0.79% | 23,143 | -1,956 | -7.8% | -$7.42万 | 减仓 |
| YPF | YPF SOCIEDAD ANONIMA | $82.36万 | 0.74% | 18,587 | 249 | 1.4% | $1.10万 | 加仓 |
| VGT | VANGUARD WORLD FD | $79.36万 | 0.72% | 1,123 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $74.63万 | 0.67% | 1,139 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $73.94万 | 0.67% | 3,428 | -67 | -1.9% | -$1.45万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $73.88万 | 0.67% | 14,252 | 14,252 | — | $73.88万 | 新建仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $73.87万 | 0.67% | 2,000 | 2,000 | — | $73.87万 | 新建仓 |
| AMGN | AMGEN INC | $73.59万 | 0.66% | 2,083 | 1 | 0.0% | $353 | 加仓 |
| NVDA | NVIDIA CORPORATION | $71.33万 | 0.64% | 4,058 | -145 | -3.4% | -$2.55万 | 减仓 |
| GOOGL | ALPHABET INC | $68.61万 | 0.62% | 2,307 | 33 | 1.5% | $9,814 | 加仓 |
| MRK | MERCK & CO INC | $68.05万 | 0.61% | 5,631 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $67.37万 | 0.61% | 676 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $65.68万 | 0.59% | 13,674 | 265 | 2.0% | $1.27万 | 加仓 |
| ECL | ECOLAB INC | $65.63万 | 0.59% | 2,435 | 2,435 | — | $65.63万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $65.00万 | 0.59% | 37,336 | 563 | 1.5% | $9,802 | 加仓 |
| XES | SPDR SERIES TRUST | $61.40万 | 0.55% | 5,396 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $61.12万 | 0.55% | 10,038 | 527 | 5.5% | $3.21万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $60.65万 | 0.55% | 20,076 | -11,868 | -37.2% | -$35.85万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $60.10万 | 0.54% | 2,462 | 2 | 0.1% | $488 | 加仓 |
| INDA | ISHARES TR | $59.84万 | 0.54% | 12,810 | 6,534 | 104.1% | $30.52万 | 加仓 |
| NKE | NIKE INC | $59.47万 | 0.54% | 13,324 | 132 | 1.0% | $5,891 | 加仓 |
| AME | AMETEK INC | $59.23万 | 0.53% | 2,709 | 74 | 2.8% | $1.62万 | 加仓 |
| HYG | ISHARES TR | $58.05万 | 0.52% | 7,314 | 1,398 | 23.6% | $11.10万 | 加仓 |
| EWZ | ISHARES INC | $56.34万 | 0.51% | 14,683 | 680 | 4.9% | $2.61万 | 加仓 |
| AMZN | AMAZON COM INC | $56.20万 | 0.51% | 2,669 | 82 | 3.2% | $1.73万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $55.36万 | 0.50% | 9,371 | 649 | 7.4% | $3.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $54.90万 | 0.50% | 1,493 | -733 | -32.9% | -$26.95万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $54.85万 | 0.49% | 2,002 | 2 | 0.1% | $548 | 加仓 |
| GLW | CORNING INC | $54.20万 | 0.49% | 3,807 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $54.07万 | 0.49% | 3,496 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $53.46万 | 0.48% | 1,810 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $52.93万 | 0.48% | 6,956 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.59万 | 0.47% | 1,099 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $52.32万 | 0.47% | 548 | -7 | -1.3% | -$6,683 | 减仓 |
| WMT | WALMART INC | $49.51万 | 0.45% | 3,969 | -252 | -6.0% | -$3.14万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $49.36万 | 0.45% | 6,723 | -7,991 | -54.3% | -$58.67万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $48.06万 | 0.43% | 9,732 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $47.64万 | 0.43% | 1,520 | -74 | -4.6% | -$2.32万 | 减仓 |
| TIP | ISHARES TR | $47.62万 | 0.43% | 4,315 | 420 | 10.8% | $4.63万 | 加仓 |
| VEEV | VEEVA SYS INC | $47.14万 | 0.43% | 2,729 | 2,729 | — | $47.14万 | 新建仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $46.66万 | 0.42% | 10,169 | 129 | 1.3% | $5,919 | 加仓 |
| PG | PROCTER & GAMBLE CO | $46.47万 | 0.42% | 3,225 | 3 | 0.1% | $432 | 加仓 |
| HD | HOME DEPOT INC | $45.80万 | 0.41% | 1,390 | 1 | 0.1% | $329 | 加仓 |
| KO | COCA COLA CO | $44.85万 | 0.40% | 5,895 | 6 | 0.1% | $456 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $43.19万 | 0.39% | 2,243 | 647 | 40.5% | $12.46万 | 加仓 |
| IGV | ISHARES TR | $42.69万 | 0.39% | 5,352 | 444 | 9.0% | $3.54万 | 加仓 |
| ETN | EATON CORP PLC | $42.22万 | 0.38% | 1,155 | 26 | 2.3% | $9,505 | 加仓 |
| GE | GE AEROSPACE | $40.59万 | 0.37% | 1,387 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $39.81万 | 0.36% | 8,053 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $39.47万 | 0.36% | 3,266 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $38.68万 | 0.35% | 3,718 | 100 | 2.8% | $1.04万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $38.20万 | 0.34% | 15,196 | 0 | 0.0% | — | 不变 |
| XTN | SPDR SERIES TRUST | $37.71万 | 0.34% | 3,970 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $37.46万 | 0.34% | 2,173 | 68 | 3.2% | $1.17万 | 加仓 |
| EWM | ISHARES INC | $37.17万 | 0.34% | 12,975 | 1,084 | 9.1% | $3.11万 | 加仓 |
| IWF | ISHARES TR | $36.95万 | 0.33% | 859 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $36.92万 | 0.33% | 4,737 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $36.55万 | 0.33% | 11,062 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $35.29万 | 0.32% | 13,950 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $35.12万 | 0.32% | 2,285 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $34.90万 | 0.31% | 203 | -5 | -2.4% | -$8,595 | 减仓 |
| RSG | REPUBLIC SVCS INC | $34.49万 | 0.31% | 1,563 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $33.87万 | 0.31% | 593 | -33 | -5.3% | -$1.88万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $33.20万 | 0.30% | 386 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $32.40万 | 0.29% | 2,567 | 79 | 3.2% | $9,971 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $31.86万 | 0.29% | 76 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $31.48万 | 0.28% | 543 | -2 | -0.4% | -$1,159 | 减仓 |
| WM | WASTE MGMT INC DEL | $31.35万 | 0.28% | 1,357 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $30.49万 | 0.27% | 2,667 | 4 | 0.2% | $457 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.39万 | 0.27% | 1,250 | 1 | 0.1% | $243 | 加仓 |