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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | $2,428.52万 | 18.41% | 72,532 | -624 | -0.9% | -$20.89万 | 减仓 |
| IVV | ISHARES TR | $986.55万 | 7.48% | 13,173 | -771 | -5.5% | -$57.74万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $317.44万 | 2.41% | 87,861 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $305.54万 | 2.32% | 103,820 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $259.16万 | 1.96% | 3,519 | -945 | -21.2% | -$69.59万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $239.65万 | 1.82% | 55,371 | -313 | -0.6% | -$1.35万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $179.62万 | 1.36% | 56,645 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $175.36万 | 1.33% | 4,739 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $173.93万 | 1.32% | 6,011 | -1,876 | -23.8% | -$54.28万 | 减仓 |
| MSFT | MICROSOFT CORP | $171.83万 | 1.30% | 4,606 | -686 | -13.0% | -$25.59万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $167.71万 | 1.27% | 45,486 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $167.56万 | 1.27% | 32,013 | 17,761 | 124.6% | $92.96万 | 加仓 |
| INTC | INTEL CORP | $153.91万 | 1.17% | 11,023 | -2,651 | -19.4% | -$37.02万 | 减仓 |
| GPGI | GPGI INC | $150.26万 | 1.14% | 94,804 | -2,419 | -2.5% | -$3.83万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $147.20万 | 1.12% | 7,947 | 7,947 | — | $147.20万 | 新建仓 |
| COHR | COHERENT CORP | $146.11万 | 1.11% | 3,704 | -2,269 | -38.0% | -$89.51万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $141.41万 | 1.07% | 2,059 | 130 | 6.7% | $8.93万 | 加仓 |
| XAR | SPDR SERIES TRUST | $136.76万 | 1.04% | 4,819 | 20 | 0.4% | $5,676 | 加仓 |
| CAT | CATERPILLAR INC | $135.35万 | 1.03% | 1,271 | -28 | -2.2% | -$2.98万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $133.70万 | 1.01% | 12,480 | 12,480 | — | $133.70万 | 新建仓 |
| BOND | PIMCO ETF TR | $130.61万 | 0.99% | 14,164 | 2,349 | 19.9% | $21.66万 | 加仓 |
| WWD | WOODWARD INC | $128.87万 | 0.98% | 3,029 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $126.36万 | 0.96% | 10,589 | -894 | -7.8% | -$10.67万 | 减仓 |
| MFUS | PIMCO EQUITY SER | $124.93万 | 0.95% | 18,599 | -615 | -3.2% | -$4.13万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $123.83万 | 0.94% | 1,266 | -192 | -13.2% | -$18.78万 | 减仓 |
| NVO | NOVO-NORDISK A S | $121.94万 | 0.92% | 25,435 | -1,251 | -4.7% | -$6.00万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $113.01万 | 0.86% | 4,590 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $107.85万 | 0.82% | 5,625 | -539 | -8.7% | -$10.33万 | 减仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $107.66万 | 0.82% | 26,298 | 3,155 | 13.6% | $12.92万 | 加仓 |
| VGT | VANGUARD WORLD FD | $107.38万 | 0.81% | 8,984 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $105.43万 | 0.80% | 8,072 | -61 | -0.8% | -$7,967 | 减仓 |
| IEV | ISHARES TR | $100.67万 | 0.76% | 13,819 | -253 | -1.8% | -$1.84万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $96.56万 | 0.73% | 837 | -656 | -43.9% | -$75.68万 | 减仓 |
| GLW | CORNING INC | $95.97万 | 0.73% | 3,757 | -50 | -1.3% | -$1.28万 | 减仓 |
| RTX | RTX CORPORATION | $94.16万 | 0.71% | 4,963 | -115 | -2.3% | -$2.18万 | 减仓 |
| NFLX | NETFLIX INC. | $92.65万 | 0.70% | 12,976 | -213 | -1.6% | -$1.52万 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $92.28万 | 0.70% | 9,986 | -52 | -0.5% | -$4,805 | 减仓 |
| EWZ | ISHARES INC | $88.11万 | 0.67% | 25,540 | 10,857 | 73.9% | $37.46万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $85.06万 | 0.64% | 1,139 | 0 | 0.0% | — | 不变 |
| YPF | YPF SOCIEDAD ANONIMA | $84.01万 | 0.64% | 18,475 | -112 | -0.6% | -$5,093 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $80.63万 | 0.61% | 3,408 | -20 | -0.6% | -$4,732 | 减仓 |
| EZU | ISHARES INC | $80.17万 | 0.61% | 11,535 | 11,535 | — | $80.17万 | 新建仓 |
| GOOGL | ALPHABET INC | $77.55万 | 0.59% | 2,170 | -137 | -5.9% | -$4.90万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $76.10万 | 0.58% | 1,831 | -171 | -8.5% | -$7.11万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $75.46万 | 0.57% | 45,184 | 7,848 | 21.0% | $13.11万 | 加仓 |
| AMGN | AMGEN INC | $75.43万 | 0.57% | 2,083 | 0 | 0.0% | — | 不变 |
| DBMF | LITMAN GREGORY FDS TR | $73.99万 | 0.56% | 24,171 | 4,095 | 20.4% | $12.53万 | 加仓 |
| CVX | CHEVRON CORPORATION | $71.92万 | 0.55% | 4,339 | -180 | -4.0% | -$2.98万 | 减仓 |
| ACMR | ACM RESH INC | $71.25万 | 0.54% | 5,615 | 17 | 0.3% | $2,157 | 加仓 |
| NVDA | NVIDIA CORPORATION | $71.00万 | 0.54% | 3,548 | -510 | -12.6% | -$10.21万 | 减仓 |
| MRK | MERCK & CO INC | $70.93万 | 0.54% | 5,520 | -111 | -2.0% | -$1.43万 | 减仓 |
| BKH | BLACK HILLS CORP | $70.40万 | 0.53% | 9,462 | 9,462 | — | $70.40万 | 新建仓 |
| ECL | ECOLAB INC | $67.79万 | 0.51% | 2,433 | -2 | -0.1% | -$557 | 减仓 |
| IAU | ISHARES GOLD TR | $65.68万 | 0.50% | 8,698 | -1,412 | -14.0% | -$10.66万 | 减仓 |
| AME | AMETEK INC | $65.66万 | 0.50% | 2,714 | 5 | 0.2% | $1,210 | 加仓 |
| HYG | ISHARES TR | $65.41万 | 0.50% | 8,179 | 865 | 11.8% | $6.92万 | 加仓 |
| IGV | ISHARES TR | $64.25万 | 0.49% | 7,092 | 1,740 | 32.5% | $15.76万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $63.76万 | 0.48% | 2,194 | 2,194 | — | $63.76万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $63.24万 | 0.48% | 676 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $62.74万 | 0.48% | 12,702 | -108 | -0.8% | -$5,334 | 减仓 |
| AMZN | AMAZON COM INC | $62.40万 | 0.47% | 2,618 | -51 | -1.9% | -$1.22万 | 减仓 |
| LLY | ELI LILLY & CO | $61.07万 | 0.46% | 509 | -39 | -7.1% | -$4.68万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $59.58万 | 0.45% | 2,000 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $58.26万 | 0.44% | 6,956 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $58.12万 | 0.44% | 3,275 | 546 | 20.0% | $9.69万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $57.63万 | 0.44% | 7,850 | 1,127 | 16.8% | $8.27万 | 加仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $57.54万 | 0.44% | 10,090 | -79 | -0.8% | -$4,505 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $57.53万 | 0.44% | 1,967 | 1,967 | — | $57.53万 | 新建仓 |
| NKE | NIKE INC | $57.49万 | 0.44% | 14,005 | 681 | 5.1% | $2.80万 | 加仓 |
| CSCO | CISCO SYS INC | $55.64万 | 0.42% | 4,737 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $54.68万 | 0.41% | 4,997 | 682 | 15.8% | $7.46万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.24万 | 0.41% | 1,084 | -15 | -1.4% | -$7,506 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $54.11万 | 0.41% | 2,131 | -331 | -13.4% | -$8.41万 | 减仓 |
| HD | HOME DEPOT INC | $52.57万 | 0.40% | 1,491 | 101 | 7.3% | $3.56万 | 加仓 |
| AVGO | BROADCOM INC | $51.59万 | 0.39% | 1,366 | -154 | -10.1% | -$5.82万 | 减仓 |
| EWY | ISHARES INC | $51.20万 | 0.39% | 2,536 | -31 | -1.2% | -$6,259 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $51.14万 | 0.39% | 1,562 | -248 | -13.7% | -$8.12万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $51.06万 | 0.39% | 2,400 | 157 | 7.0% | $3.34万 | 加仓 |
| GE | GE AEROSPACE | $50.68万 | 0.38% | 1,356 | -31 | -2.2% | -$1.16万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $50.38万 | 0.38% | 9,166 | -205 | -2.2% | -$1.13万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $49.52万 | 0.38% | 9,393 | 9,393 | — | $49.52万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $48.73万 | 0.37% | 3,323 | 98 | 3.0% | $1.44万 | 加仓 |
| ETN | EATON CORP PLC | $48.28万 | 0.37% | 1,133 | -22 | -1.9% | -$9,375 | 减仓 |
| KO | COCA COLA CO | $48.04万 | 0.36% | 5,911 | 16 | 0.3% | $1,300 | 加仓 |
| PEP | PEPSICO INC | $47.34万 | 0.36% | 3,496 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $45.85万 | 0.35% | 4,048 | 79 | 2.0% | $8,948 | 加仓 |
| XTN | SPDR SERIES TRUST | $44.94万 | 0.34% | 3,886 | -84 | -2.1% | -$9,714 | 减仓 |
| FXI | ISHARES TR | $43.95万 | 0.33% | 13,912 | 13,912 | — | $43.95万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $43.17万 | 0.33% | 8,053 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $42.98万 | 0.33% | 3,266 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.97万 | 0.33% | 1,528 | 278 | 22.2% | $7.82万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $42.09万 | 0.32% | 15,196 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $41.67万 | 0.32% | 9,842 | 110 | 1.1% | $4,657 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $40.40万 | 0.31% | 13,950 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $40.11万 | 0.30% | 11,062 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $38.75万 | 0.29% | 1,300 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $37.48万 | 0.28% | 28,054 | 10,536 | 60.1% | $14.08万 | 加仓 |
| DE | DEERE & CO | $36.57万 | 0.28% | 577 | -16 | -2.7% | -$1.01万 | 减仓 |
| YUM | YUM BRANDS INC | $36.53万 | 0.28% | 2,285 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $36.04万 | 0.27% | 2,022 | 122 | 6.4% | $2.17万 | 加仓 |