13FBOX
Elgethun Capital Management · 13F 持仓分析
期权收益计算器 机构排行

Elgethun Capital Management

No.3417 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7.18亿
环比变动 Q1 2026
+$1.13亿+18.7%
持仓股票数
174
新买入
9
加仓
118
减仓
23
清仓
1
持股不变
24
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
礼来LLY
10.11%7.8%$7,257.8万6.1万股$4,716.5万5.1万股+9,231股+18.00%加仓
伯克希尔哈撒韦BRK.B
9.47%10.48%$6,800.8万13.6万股$6,335.2万13.2万股+3,707股+2.80%加仓
FFAIRFAX FINL HLDGS LTD SUB VTG ISIN #CA3039011026 SEDOL #2566351FRFHF
5.83%6.99%$4,185.7万2.5万股$4,229.1万2.5万股+597股+2.41%加仓
IiShares安硕信托EFV
5.04%5.62%$3,618.4万47.3万股$3,400.7万45.7万股+1.5万股+3.34%加仓
IiShares安硕IEMG
4.25%4.17%$3,053.0万36.9万股$2,520.7万36.1万股+7,148股+1.98%加仓
S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE
3.07%3.42%$2,206.5万55.6万股$2,065.2万54.0万股+1.6万股+3.02%加仓
BBOSTON OMAHA CORP CL A COM STKBOC
2.78%2.82%$1,994.1万146.2万股$1,702.9万145.8万股+3,955股+0.27%加仓
S嘉信策略信托SCHF
2.78%2.78%$1,992.3万71.9万股$1,683.0万68.0万股+3.9万股+5.77%加仓
PATHWARD FINANCIAL COMCASH
2.55%3.01%$1,833.0万21.1万股$1,818.2万20.4万股+6,777股+3.33%加仓
BANCORP DELTBBK
2.43%2%$1,746.6万27.9万股$1,208.3万22.5万股+5.4万股+23.99%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
2.27%2.35%$1,629.3万56.3万股$1,422.3万56.7万股-4,037股-0.71%减仓
嘉信理财SCHW
2.07%2.42%$1,485.8万16.1万股$1,462.1万15.6万股+5,448股+3.50%加仓
VITESSE ENERGYVTS
2.06%0.12%$1,480.7万93.9万股$73.6万4.1万股+89.8万股+2,217.63%加仓
DDREAM FINDERS HOMESDFH
1.97%1.16%$1,414.3万81.9万股$703.5万50.5万股+31.4万股+62.14%加仓
LIBERTY GLOBALLBTYK
1.9%1.66%$1,367.0万124.3万股$1,006.4万85.8万股+38.5万股+44.84%加仓
自由媒体FWONA
1.89%1.93%$1,359.7万15.5万股$1,166.8万14.9万股+5,887股+3.94%加仓
DRIVEN BRANDSDRVN
1.83%1.97%$1,316.0万94.4万股$1,188.2万94.2万股+1,764股+0.19%加仓
C花旗集团C
1.6%3.13%$1,150.8万8.2万股$1,895.1万16.7万股-8.5万股-50.79%减仓
ADVANCE AUTO PARTSAAP
1.54%1.5%$1,102.6万17.7万股$906.9万17.2万股+5,277股+3.07%加仓
AALPS ETF信托AMLP
1.42%1.65%$1,019.6万19.7万股$996.6万18.9万股+7,310股+3.86%加仓
微软MSFT
1.42%1.64%$1,018.5万2.7万股$989.8万2.7万股+564股+2.11%加仓
露露乐蒙LULU
1.37%$986.5万8.6万股$00股+8.6万股新买入
V先锋领航·SMALLVBR
1.35%1.34%$971.2万4.0万股$813.2万3.7万股+2,538股+6.78%加仓
V先锋领航全球基金VDE
1.3%1.7%$930.8万6.2万股$1,027.3万5.9万股+2,628股+4.43%加仓
ATLANTA BRAVESBATRK
1.23%1.16%$881.4万17.0万股$701.7万16.4万股+5,488股+3.34%加仓
CCRIMSON WINE GROUP LTDCWGL
1.2%1.28%$864.2万195.7万股$776.7万176.1万股+19.6万股+11.11%加仓
ALBERTSONS COMPANIES INCACI
1.08%0.6%$772.7万57.1万股$364.0万21.4万股+35.7万股+167.35%加仓
I景顺交易所交易基金信托RSP
1.06%0.99%$759.2万3.6万股$595.9万3.1万股+4,628股+14.90%加仓
西方石油OXY
1.02%1.59%$735.3万15.1万股$959.5万14.8万股+3,783股+2.56%加仓
ENTERPRISE PRODS PARTNERS LEPD
0.96%1.17%$692.1万18.8万股$708.0万18.7万股+1,186股+0.63%加仓
FFAIRFAX INDIA HLDGS CORP COM SUB VTG SHFFXDF
0.92%0.91%$662.2万36.3万股$547.2万34.0万股+2.3万股+6.87%加仓
英伟达NVDA
0.8%0.77%$577.8万2.9万股$466.3万2.7万股+2,139股+8.00%加仓
美国运通AXP
0.79%0.84%$568.8万1.7万股$510.5万1.7万股-61股-0.36%减仓
亚马逊AMZN
0.76%0.76%$545.0万2.3万股$459.6万2.2万股+799股+3.62%加仓
NNVRNVR
0.69%0.72%$492.6万723股$434.9万660股+63股+9.55%加仓
苹果AAPL
0.65%0.63%$468.2万1.6万股$380.1万1.5万股+1,204股+8.04%加仓
伯克希尔哈撒韦BRK.A
0.63%0.71%$449.3万6股$430.9万6股00.00%持仓不变
KROGER COMKR
0.62%0.94%$443.3万8.0万股$567.3万7.8万股+1,425股+1.82%加仓
联合健康UNH
0.61%0.46%$434.6万1.0万股$280.6万1.0万股+85股+0.82%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.55%0.57%$391.8万3.6万股$345.3万3.6万股00.00%持仓不变
谷歌AGOOGL
0.51%0.46%$364.6万1.0万股$280.0万9,739股+464股+4.76%加仓
AAlphabet Inc Class CGOOG
0.5%0.47%$358.6万1.0万股$283.5万9,883股+265股+2.68%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.49%0.51%$355.1万10.5万股$305.7万10.5万股00.00%持仓不变
贝莱德·MUN TARGET TERM TRBTT
0.44%0.51%$312.4万13.7万股$311.4万13.7万股+132股+0.10%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
0.39%0.4%$281.4万8.1万股$243.2万8.0万股+1,112股+1.39%加仓
沃尔玛WMT
0.38%0.49%$275.6万2.4万股$297.8万2.4万股+371股+1.55%加仓
S嘉信·USSCHX
0.32%0.33%$229.1万7.8万股$200.7万7.8万股-415股-0.53%减仓
G通用动力VTI
0.27%0.28%$195.9万5,294股$169.1万5,270股+24股+0.46%加仓
默沙东MRK
0.26%0.29%$186.3万1.4万股$176.6万1.5万股-182股-1.24%减仓
摩根大通JPM
0.25%0.26%$182.1万5,565股$157.2万5,345股+220股+4.12%加仓

🧭 机构资金流板块热力图

净流出 净流入