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Enhancing Capital LLC · 13F 持仓分析
期权收益计算器 机构排行

Enhancing Capital LLC

No.8254 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.45亿
环比变动 Q1 2026
+$1,060.2万+7.9%
持仓股票数
90
新买入
7
加仓
13
减仓
3
清仓
3
持股不变
67
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
6.84%5.66%$995.5万8,300股$763.4万8,300股00.00%持仓不变
微软MSFT
6.49%6.89%$944.4万2.5万股$929.4万2.5万股+211股+0.84%加仓
英伟达NVDA
5.84%5.49%$849.4万4.2万股$740.4万4.2万股00.00%持仓不变
摩根大通JPM
5.18%5.02%$752.9万2.3万股$676.6万2.3万股00.00%持仓不变
康明斯CMI
3.51%2.81%$510.9万7,164股$378.7万7,039股+125股+1.78%加仓
N新纪元能源NEE
3.11%3.55%$452.9万5.2万股$479.3万5.2万股00.00%持仓不变
IiShares安硕信托SGOV
3.08%3.32%$447.7万4.4万股$447.7万4.4万股00.00%持仓不变
美国电力AEP
2.85%2.95%$414.5万3.0万股$397.2万3.0万股00.00%持仓不变
强生JNJ
2.72%2.83%$396.2万1.6万股$381.3万1.6万股00.00%持仓不变
亚马逊AMZN
2.69%2.47%$391.1万1.6万股$333.4万1.6万股+401股+2.50%加仓
思科CSCO
2.68%1.91%$389.9万3.3万股$257.5万3.3万股00.00%持仓不变
德州仪器TXN
2.66%1.87%$387.5万1.3万股$252.4万1.3万股00.00%持仓不变
雪佛龙CVX
2.32%3.12%$337.5万2.0万股$421.2万2.0万股00.00%持仓不变
好市多COST
2.32%2.63%$337.3万3,606股$354.7万3,560股+46股+1.29%加仓
伯克希尔哈撒韦BRK.B
2.31%2.38%$335.3万6,700股$321.1万6,700股00.00%持仓不变
WASTE MGMT DELWM
2.01%2.23%$292.0万1.3万股$301.0万1.3万股00.00%持仓不变
雷神技术RTX
1.99%2.19%$289.9万1.5万股$294.7万1.5万股00.00%持仓不变
默沙东MRK
1.95%1.97%$283.6万2.2万股$265.4万2.2万股00.00%持仓不变
ALLIANT ENERGY COMLNT
1.66%1.68%$240.8万3.2万股$226.5万3.2万股00.00%持仓不变
FULTON FINL PAFULT
1.59%1.45%$231.8万9.6万股$194.9万9.6万股00.00%持仓不变
谷歌AGOOGL
1.5%1.3%$218.0万6,100股$175.4万6,100股00.00%持仓不变
百时美施贵宝BMY
1.48%1.68%$214.9万3.7万股$226.2万3.7万股00.00%持仓不变
VisaV
1.3%1.23%$188.7万5,500股$166.2万5,500股00.00%持仓不变
沃尔玛WMT
1.28%1.52%$186.9万1.7万股$205.1万1.7万股00.00%持仓不变
CORE & MAINCNM
1.25%1.33%$181.4万3.8万股$179.5万3.6万股+1,268股+3.49%加仓
SEMPRA COMSRE
1.19%1.34%$172.4万1.9万股$180.7万1.9万股00.00%持仓不变
GGARMIN SHSGRMN
1.12%1.18%$163.4万6,879股$159.6万6,879股00.00%持仓不变
EENERGY TRANSFER L PET
1.06%1.15%$154.2万8.1万股$155.6万8.1万股00.00%持仓不变
埃克森美孚XOM
1.05%1.41%$153.1万1.1万股$190.0万1.1万股00.00%持仓不变
甲骨文ORCL
1.01%1.09%$146.6万1.0万股$147.1万1.0万股00.00%持仓不变
WWEC ENERGY COMIDU
0.94%1.01%$136.7万1.2万股$135.5万1.2万股00.00%持仓不变
万事达MA
0.87%0.91%$126.6万2,464股$123.2万2,465股-1股-0.04%减仓
XCEL ENERGY COMXEL
0.86%0.91%$124.5万1.6万股$123.1万1.6万股00.00%持仓不变
L3哈里斯LHX
0.81%1.04%$117.5万4,044股$139.6万4,044股00.00%持仓不变
EESCO TECHNOLOGIESESE
0.79%0.69%$115.3万3,293股$92.7万3,293股00.00%持仓不变
康菲石油COP
0.78%1.07%$113.3万1.1万股$143.9万1.1万股00.00%持仓不变
BURKE HERBERT FINL SVCSBHRB
0.77%$111.4万1.6万股$00股+1.6万股新买入
麦当劳MCD
0.69%0.85%$100.0万3,700股$115.0万3,700股00.00%持仓不变
可口可乐KO
0.68%0.69%$99.4万1.2万股$93.0万1.2万股00.00%持仓不变
苹果AAPL
0.66%0.63%$96.6万3,338股$84.7万3,338股00.00%持仓不变
迪士尼DIS
0.66%0.71%$96.3万1.0万股$96.4万1.0万股00.00%持仓不变
新思科技SNPS
0.63%$92.0万2,063股$00股+2,063股新买入
穆迪MCO
0.62%0.65%$90.6万2,000股$87.3万2,000股00.00%持仓不变
PRICE T ROWE COMTROW
0.6%0.51%$87.0万7,650股$69.0万7,650股00.00%持仓不变
MEDPACEMEDP
0.58%0.52%$84.2万1,589股$70.2万1,462股+127股+8.69%加仓
PREFORMED LINE PRODSPLPC
0.53%0.37%$76.4万1,860股$50.4万1,860股00.00%持仓不变
PPL COMPPL
0.52%0.59%$75.9万2.1万股$79.8万2.1万股00.00%持仓不变
万豪MAR
0.51%0.49%$74.1万2,000股$65.4万2,000股00.00%持仓不变
FERRARI COMRACE
0.47%0.46%$68.1万1,828股$61.9万1,828股00.00%持仓不变
PUBLIC SVC ENTERPRISE COMPEG
0.45%0.48%$64.9万8,000股$64.8万8,000股00.00%持仓不变

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