LC
LCM Capital Management Inc
分散型投资策略趋势追踪型行业集中型
申报总市值
US$2.0亿
申报季度: 2026-03-31 · 持股只数: 110
LCM Capital Management Inc在最新一期 13F 报告中披露了 110 项持股，申报期为 2026-03-31，总持股市值约为 US$2.0亿，季度换手率为 10.9%。
机构性格雪花图
- 集中度
- 23.2
- 持仓稳定性
- 10.91
- 动能／逆势
- 100
- 行业集中度
- 92.2
- 多样化
- 100
- 仓位均衡度
- 76.7
近期动向
减仓 MSFT
-3.1% -US$272.1万
加仓 MDY
+0.3% US$67.4万
减仓 SPY
-4.8% -US$260.8万
加仓 IWM
+0.8% US$27.4万
减仓 ETHA
-0.3% -US$72.6万
加仓 XOM
+0.8% US$55.8万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 13.53% | +0.83% | +0.32% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 12.94% | -0.78% | -4.77% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 8.73% | +0.45% | +0.85% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 6.02% | -0.12% | +1.15% | |
| 5 | AAPL | Apple INC | 股票-科技 | 5.63% | -0.11% | +1.24% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.92% | -1.17% | -3.13% | |
| 7 | VFH | Vanguard Financials ETF | ETF-其他 | 3.75% | -0.20% | +1.11% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.68% | — | -0.70% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.12% | -0.11% | +1.20% | |
| 10 | WMT | Walmart INC | 股票-非周期性消费 | 1.94% | +0.28% | +1.11% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 1.93% | -0.12% | +1.43% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.86% | -0.10% | +1.25% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.70% | +0.18% | +0.38% | |
| 14 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.65% | -0.28% | — | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.29% | +0.25% | +1.06% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工业 | 1.11% | +0.26% | +0.94% | |
| 17 | RTX | Rtx CORP | 股票-工业 | 1.07% | +0.10% | +0.66% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.00% | +0.18% | +1.43% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | +0.30% | +0.83% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.93% | +0.28% | +2.02% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 0.90% | — | +3.01% | |
| 22 | ETHA | Ishares Ethereum Trust ETF | ETF-其他 | 0.87% | -0.32% | -0.27% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | -0.07% | +1.69% | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 0.71% | — | +0.21% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.65% | -0.18% | +0.30% | |
| 26 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.62% | — | +0.75% | |
| 27 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.62% | +0.10% | +0.66% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.57% | — | -0.82% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | — | +1.52% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.57% | — | +0.94% | |
| 31 | MSTR | Strategy INC | 股票-科技 | 0.51% | -0.09% | — | |
| 32 | QCOM | Qualcomm INC | 股票-科技 | 0.50% | -0.13% | +0.72% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.49% | — | — | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.47% | -0.05% | +1.23% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.47% | — | +0.57% | |
| 36 | EMR | Emerson Electric Co | 股票-工业 | 0.46% | — | +0.48% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.39% | -0.05% | +1.18% | |
| 38 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.39% | -0.04% | +1.08% | |
| 39 | ASML | ASML Holding N.V. | 股票-科技 | 0.38% | +0.09% | +1.58% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | — | -6.69% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.37% | — | — | |
| 42 | CRM | Salesforce INC | 股票-科技 | 0.36% | -0.13% | +1.31% | |
| 43 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.33% | — | +0.99% | |
| 44 | GLW | Corning INC | 股票-科技 | 0.33% | +0.11% | -4.52% | |
| 45 | TSLA | Tesla INC | 股票-周期性消费 | 0.32% | -0.06% | -1.09% | |
| 46 | AMRN | Amarin CORP PLC -adr | 股票-其他 | 0.32% | — | +2.84% | |
| 47 | ADBE | Adobe INC | 股票-科技 | 0.31% | -0.11% | +0.97% | |
| 48 | NOK | Nokia Corp-spon Adr | 股票-科技 | 0.28% | +0.07% | +0.38% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.27% | — | +0.45% | |
| 50 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.26% | — | +2.03% |
1–50 of 110
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 110 | US$2.0亿 | 11 | |
| 2025-12-31 | 114 | US$2.1亿 | 8 | |
| 2025-09-30 | 110 | US$2.1亿 | 22 | |
| 2025-06-30 | 104 | US$1.9亿 | 0 | |
| 2025-03-31 | 100 | US$1.7亿 | 100 | |
| 2024-12-31 | 98 | US$1.8亿 | 0 | |
| 2024-09-30 | 96 | US$1.7亿 | 0 | |
| 2024-06-30 | 91 | US$1.6亿 | 0 | |
| 2024-03-31 | 92 | US$1.5亿 | 0 | |
| 2023-12-31 | 90 | US$1.4亿 | 0 | |
| 2023-09-30 | 87 | US$1.2亿 | 0 | |
| 2023-06-30 | 88 | US$1.2亿 | 0 | |
| 2023-03-31 | 92 | US$1.1亿 | 0 | |
| 2022-12-31 | 87 | US$1.0亿 | 0 | |
| 2022-09-30 | 83 | US$9468.4万 | 0 | |
| 2022-06-30 | 87 | US$1.0亿 | 0 | |
| 2022-03-31 | 94 | US$1.2亿 | 0 | |
| 2021-12-31 | 96 | US$1.3亿 | 0 | |
| 2021-09-30 | 88 | US$1.2亿 | 0 | |
| 2021-06-30 | 85 | US$1.2亿 | 96 | |
| 2021-03-31 | 85 | US$1.1亿 | 13 | |
| 2020-12-31 | 79 | US$1.1亿 | 0 |
本季持股变动
LCM Capital Management Inc 在 2026-03-31 最显著的持仓异动： 新建仓: Canadian Natural Resources (CNQ); 清仓: Astera Labs INC (ALAB); 新建仓: Slb LTD (SLB); 新建仓: Sempra (SRE); 清仓: Paypal Holdings INC (PYPL).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MDY | State Street Spdr S&p Midcap | +0.8% | +0.32% | 加仓 |
| 2 | IWM | Ishares Russell 2000 ETF | +0.5% | +0.85% | 加仓 |
| 3 | XOM | Exxon Mobil CORP | +0.3% | +0.83% | 加仓 |
| 4 | CVX | Chevron CORP | +0.3% | +2.02% | 加仓 |
| 5 | WMT | Walmart INC | +0.3% | +1.11% | 加仓 |
| 6 | LMT | Lockheed Martin CORP | +0.3% | +0.94% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.3% | +1.06% | 加仓 |
| 8 | COST | Costco Wholesale CORP | +0.2% | +1.43% | 加仓 |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +0.38% | 加仓 |
| 10 | GLW | Corning INC | +0.1% | -4.52% | 减仓 |
| 11 | GILD | Gilead Sciences INC | +0.1% | +0.66% | 加仓 |
| 12 | RTX | Rtx CORP | +0.1% | +0.66% | 加仓 |
| 13 | ASML | ASML Holding N.V. | +0.1% | +1.58% | 加仓 |
| 14 | VLO | Valero Energy CORP | +0.1% | -1.33% | 减仓 |
| 15 | NOK | Nokia Corp-spon Adr | +0.1% | +0.38% | 加仓 |
| 16 | INTC | Intel CORP | +0.1% | +15.67% | 加仓 |
| 17 | RIG | Transocean Ltd. | +0.1% | +0.64% | 加仓 |
| 18 | PWR | Quanta Services INC | +0.1% | — | 不变 |
| 19 | UL | Unilever Plc-sponsored Adr | 0% | +1.08% | 加仓 |
| 20 | ADP | Automatic Data Processing | 0% | +0.72% | 加仓 |
| 21 | TMO | Thermo Fisher Scientific INC | -0.1% | +1.23% | 加仓 |
| 22 | DIS | Walt Disney Co/the | -0.1% | +1.18% | 加仓 |
| 23 | NOW | Servicenow INC | -0.1% | +1.95% | 加仓 |
| 24 | SAP | Sap Se-sponsored Adr | -0.1% | +0.54% | 加仓 |
| 25 | TSLA | Tesla INC | -0.1% | -1.09% | 减仓 |
| 26 | META | Meta Platforms Inc-class A | -0.1% | +1.69% | 加仓 |
| 27 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | -24.81% | 减仓 |
| 28 | MSTR | Strategy INC | -0.1% | — | 不变 |
| 29 | AMZN | Amazon.com INC | -0.1% | +1.25% | 加仓 |
| 30 | AAPL | Apple INC | -0.1% | +1.24% | 加仓 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.1% | +1.20% | 加仓 |
| 32 | ADBE | Adobe INC | -0.1% | +0.97% | 加仓 |
| 33 | NVDA | Nvidia CORP | -0.1% | +1.15% | 加仓 |
| 34 | AVGO | Broadcom INC | -0.1% | +1.43% | 加仓 |
| 35 | NAK | Northern Dynasty Minerals | -0.1% | -35.10% | 减仓 |
| 36 | QCOM | Qualcomm INC | -0.1% | +0.72% | 加仓 |
| 37 | CRM | Salesforce INC | -0.1% | +1.31% | 加仓 |
| 38 | ORCL | Oracle CORP | -0.2% | +0.30% | 加仓 |
| 39 | VFH | Vanguard Financials ETF | -0.2% | +1.11% | 加仓 |
| 40 | PLTR | Palantir Technologies Inc-a | -0.3% | — | 不变 |
| 41 | ETHA | Ishares Ethereum Trust ETF | -0.3% | -0.27% | 减仓 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | -4.77% | 减仓 |
| 43 | MSFT | Microsoft CORP | -1.2% | -3.13% | 减仓 |
| 44 | CNQ | Canadian Natural Resources | — | NEW | 新建仓 |
| 45 | ALAB | Astera Labs INC | — | EXIT | 清仓 |
| 46 | SLB | Slb LTD | — | NEW | 新建仓 |
| 47 | SRE | Sempra | — | NEW | 新建仓 |
| 48 | PYPL | Paypal Holdings INC | — | EXIT | 清仓 |
| 49 | INCY | Incyte CORP | — | EXIT | 清仓 |
| 50 | TTD | Trade Desk Inc/the -class A | — | EXIT | 清仓 |
FAQ
LCM Capital Management Inc 是什么机构？属于哪种投资人类型？
LCM Capital Management Inc 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.0亿，分布在 110 个已申报仓位之中。
LCM Capital Management Inc 目前前几大持股有哪些？
根据最新 13F 申报，LCM Capital Management Inc 按市值排列的前几大持股为：
1. State Street Spdr S&p Midcap (MDY) — US$2696.0万 (13.5%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$2578.6万 (12.9%)
3. Ishares Russell 2000 ETF (IWM) — US$1740.3万 (8.7%)
4. Nvidia CORP (NVDA) — US$1200.7万 (6.0%)
5. Apple INC (AAPL) — US$1121.9万 (5.6%)
LCM Capital Management Inc 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，LCM Capital Management Inc 共进行了 47 项显著调整：新建仓 3 个仓位、加仓 32 个既有持股、减仓 8 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Canadian Natural Resources (CNQ); 清仓: Astera Labs INC (ALAB); 新建仓: Slb LTD (SLB); 新建仓: Sempra (SRE); 清仓: Paypal Holdings INC (PYPL)
LCM Capital Management Inc 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，LCM Capital Management Inc 的主要板块分布如下：
• Information Technology: 51.8%
• Communication Services: 11.4%
• Consumer Staples: 8.8%
• Consumer Discretionary: 8.5%
• Health Care: 7.2%
• Industrials: 5.9%
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