Capitol Family Office, Inc.
CIK 1863768 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $94.7M
- 持仓
- 46
- 截至
- 2026年6月30日
按 13F 价值排名第 8377（共 9443） · 前 88.7%
投资组合价值同比（季度）：+11.8% 13F不披露现金
- 前十大持仓权重
- 85.53%
- 前二十五大持仓权重
- 98.92%
- 持仓高于 1%
- 16
- 有效持仓数量
- 3.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 5.05% 估计买入 $5010693 · 卖出 $4527280
中位数持有期：6.0 季度 跟踪时间 Q4 2024–Q2 2026 · 92.0% 仍持有
- 新仓位
- 1
- 增加
- 17
- 减少
- 12
- 已结清
- 3
本页内容
行业细分
Technology
7.6%
Healthcare
3.1%
Consumer Discretionary
1.6%
Communication Services
1.5%
Retail
1.4%
Financials
1.0%
Industrials
0.9%
Energy
0.1%
Telecommunication
0.0%
其他/未映射
82.8%
完整投资组合 46 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VTI | $48434022 | 51.15% | 130889 | $5356913 | 上涨 ×1 | ||
| XLK XLK | $6876652 | 7.26% | 36094 | $1889276 | 上涨 ×1 | ||
| IWM | $6443690 | 6.81% | 21447 | $2937464 | 上涨 ×1 | ||
| IJR | $5314730 | 5.61% | 35835 | $-634557 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $3583724 | 3.78% | 12385 | $91410 | 下跌 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $2470826 | 2.61% | 2060 | $134472 | 下跌 ×1 | ||
| XLI XLI | $2190260 | 2.31% | 11825 | $480851 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2092712 | 2.21% | 5610 | $-714309 | 下跌 ×1 | ||
| BRKB | $1993554 | 2.11% | 3984 | $-180407 | 下跌 ×1 | ||
| XLF XLF | $1586117 | 1.68% | 29586 | $180215 | 上涨 ×1 | ||
| XLY XLY | $1577338 | 1.67% | 13449 | $167520 | 上涨 ×1 | ||
| XLC XLC | $1510193 | 1.59% | 14097 | $37860 | 上涨 ×1 | ||
| NKE Nike, Inc. Common Stock | $1353266 | 1.43% | 32966 | $-1170688 | 下跌 ×1 | ||
| LQD | $1276194 | 1.35% | 11701 | $285161 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1060613 | 1.12% | 4450 | $147258 | 上涨 ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $996241 | 1.05% | 2309 | $636854 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $872153 | 0.92% | 819 | $475727 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $850547 | 0.90% | 2407 | $186474 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $829782 | 0.88% | 2535 | $140231 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $535126 | 0.57% | 950 | $36098 | 上涨 ×1 | ||
| INTC Intel Corporation - Common Stock | $523752 | 0.55% | 3751 | $257777 | 下跌 ×1 | ||
| RSP | $461498 | 0.49% | 2169 | $-278881 | 下跌 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $420059 | 0.44% | 1160 | $40379 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $244254 | 0.26% | 2426 | $14632 | 上涨 ×1 | ||
| DKS Dick's Sporting Goods Inc Common Stock | $163076 | 0.17% | 719 | $20736 | |||
| VTV | $155754 | 0.16% | 715 | $19254 | |||
| ESGV | $126421 | 0.13% | 956 | $12114 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $111459 | 0.12% | 265 | $-7717 | |||
| AFL AFLAC Incorporated Common Stock | $97083 | 0.10% | 828 | $5779 | |||
| XLV XLV | $84453 | 0.09% | 532 | $-66057 | 下跌 ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $76808 | 0.08% | 798 | $-32980 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $64540 | 0.07% | 183 | $1570 | |||
| USB U.S. Bancorp Common Stock | $53394 | 0.06% | 884 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $50313 | 0.05% | 368 | $-28510 | 下跌 ×1 | ||
| T AT&T Inc. | $39599 | 0.04% | 1913 | $-7920 | |||
| ESML | $32999 | 0.03% | 590 | $5917 | 上涨 ×1 | ||
| XLP XLP | $22323 | 0.02% | 269 | $1448 | |||
| IYK | $21580 | 0.02% | 297 | $1705 | |||
| SUSL iShares ESG MSCI USA Leaders ETF | $20578 | 0.02% | 155 | $1782 | |||
| NVDA NVIDIA Corporation - Common Stock | $14006 | 0.01% | 70 | $951 | |||
| XLU XLU | $13126 | 0.01% | 289 | $767 | |||
| UA Under Armour, Inc. Class C Common Stock | $12191 | 0.01% | 1960 | $2783 | |||
| USSG | $6877 | 0.01% | 99 | $590 | |||
| ESGU iShares ESG Aware MSCI USA ETF | $6874 | 0.01% | 42 | $766 | 上涨 ×1 | ||
| EFIV | $6855 | 0.01% | 94 | $637 | |||
| NULV | $6699 | 0.01% | 134 | $662 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| USB | $53394 | 884 | 0.06% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。