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 |
|---|---|---|---|---|---|---|---|---|
| JETS | ETF SER SOLUTIONS | $29.95万 | 0.27% | 11,852 | 0 | 0.0% | — | 不变 |
| CEMB | ISHARES INC | $28.71万 | 0.26% | 6,373 | 283 | 4.6% | $1.27万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $28.19万 | 0.25% | 2,330 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $27.55万 | 0.25% | 4,199 | 4,199 | — | $27.55万 | 新建仓 |
| — | HONEYWELL INTL INC | $27.46万 | 0.25% | 1,203 | -23 | -1.9% | -$5,250 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $26.60万 | 0.24% | 1,972 | 122 | 6.6% | $1.65万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $26.10万 | 0.24% | 1,369 | 33 | 2.5% | $6,290 | 加仓 |
| MA | MASTERCARD INCORPORATED | $25.79万 | 0.23% | 524 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $25.63万 | 0.23% | 415 | -23 | -5.3% | -$1.42万 | 减仓 |
| TXN | TEXAS INSTRS INC | $25.52万 | 0.23% | 1,300 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $25.30万 | 0.23% | 17,518 | 344 | 2.0% | $4,967 | 加仓 |
| PTC | PTC INC | $24.86万 | 0.22% | 1,744 | -39 | -2.2% | -$5,558 | 减仓 |
| CRM | SALESFORCE INC | $24.66万 | 0.22% | 1,324 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $24.39万 | 0.22% | 926 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $24.24万 | 0.22% | 822 | -447 | -35.2% | -$13.18万 | 减仓 |
| BF/A | BROWN FORMAN CORP | $23.44万 | 0.21% | 8,725 | -58 | -0.7% | -$1,558 | 减仓 |
| ES | EVERSOURCE ENERGY | $22.80万 | 0.21% | 3,274 | 54 | 1.7% | $3,761 | 加仓 |
| ACMR | ACM RESH INC | $22.65万 | 0.20% | 5,598 | 285 | 5.4% | $1.15万 | 加仓 |
| RAAX | VANECK ETF TRUST | $21.59万 | 0.19% | 5,265 | 5,265 | — | $21.59万 | 新建仓 |
| KKR | KKR & CO INC | $21.59万 | 0.19% | 2,363 | 1 | 0.0% | $91 | 加仓 |
| LNG | CHENIERE ENERGY INC | $21.34万 | 0.19% | 774 | 774 | — | $21.34万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $21.34万 | 0.19% | 2,000 | 2,000 | — | $21.34万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.33万 | 0.19% | 1,620 | 1,620 | — | $21.33万 | 新建仓 |
| VIV | TELEFONICA BRASIL SA | $21.13万 | 0.19% | 13,061 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $20.97万 | 0.19% | 1,584 | 65 | 4.3% | $8,604 | 加仓 |
| IWR | ISHARES TR | $20.81万 | 0.19% | 2,125 | -66 | -3.0% | -$6,463 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $20.60万 | 0.19% | 992 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $20.57万 | 0.19% | 1,857 | 1,857 | — | $20.57万 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC | $18.11万 | 0.16% | 32,452 | -208 | -0.6% | -$1,161 | 减仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -4,160 | -100.0% | -$40.34万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -927 | -100.0% | -$21.83万 | 清仓 |