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Next Capital Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Next Capital Management LLC
报告期 2026-03-31 · CIK 0001752762
持仓数
134
前50大市值合计
$289.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 114 项
建仓 26
增持 57
减持 25
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
OBDC
BLUE OWL CAP CORP
-$5.7M
1,254,239
-26%
减持
GBDC
GOLUB CAPITAL BDC INC
-$5.0M
264,533
-57%
减持
AMZN
AMAZON.COM INC
-$4.2M
51,012
-42%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
IVV
ISHARES CORE S&P 500 ETF
+$4.1M
53,206
+7%
增持
META
META PLATFORMS INC CLASS A
+$3.0M
19,246
+8%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$1.8M
13,135
+77%
建仓
KWEB
KRANESHARES CSI CHINA INTERNET ETF
+$1.3M
49,020
建仓
NVDA
NVIDIA CORP
+$982.2K
1,087
清仓
BRT
BRT APARTMENTS CORP
-$936.0K
0
-100%
建仓
LLY
ELI LILLY AND CO
+$909.4K
1,169
增持
ECL
ECOLAB INC
+$808.8K
5,020
+185%
增持
AAPL
APPLE INC
+$787.8K
44,461
+25%
增持
MSFT
MICROSOFT CORP
+$785.7K
4,614
+50%
清仓
OLP
ONE LIBERTY PPTYS INC REIT
-$682.8K
0
-100%
增持
SPY
SPDR S&P 500 ETF
+$670.5K
3,620
+41%
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$670.2K
0
-100%
增持
TSLA
TESLA INC
-$635.7K
9,710
+3%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$618.4K
8,327
+3%
清仓
EFT
EATON VANCE FLOATING RAT
-$611.9K
0
-100%
增持
BGX
BLACKSTONE LONG SHORT CR
+$611.2K
325,157
+10%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$588.7K
16,955
+0%
增持
GOOG
ALPHABET INC. CLASS C
+$584.8K
7,842
+81%
增持
JPM
JPMORGAN CHASE & CO
+$535.5K
15,510
+3%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$514.1K
84,055
+3%
减持
—
C S G SYSTEMS INTL
-$510.8K
9,000
-51%
减持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
+$488.1K
23,597
-3%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$480.8K
46,295
+1%
减持
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
-$466.1K
33,376
-33%
减持
XLV
SELECT SECTOR HEALTH CARE SPDR ETF
+$446.2K
48,079
-1%
建仓
PFE
PFIZER INC
+$444.6K
16,020
建仓
SMH
VANECK SEMICONDUCTOR ETF
+$439.6K
1,954
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$434.9K
18,842
+0%
建仓
CRM
SALESFORCE INC
+$389.1K
1,292
建仓
ADP
AUTO DATA PROCESSING
+$342.1K
1,370
增持
NFLX
NETFLIX INC
+$331.9K
1,438
+29%
建仓
ADBE
ADOBE INC
+$331.5K
657
增持
KKR
KKR & CO INC
+$327.5K
17,657
+1%
建仓
PAYC
PAYCOM SOFTWARE INC
+$313.2K
1,574
增持
SCHW
CHARLES SCHWAB CORP
+$310.1K
65,048
+2%
建仓
LII
LENNOX INTERNTNL
+$307.9K
630
建仓
ROP
ROPER TECHNOLOGIES
+$292.8K
522
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$292.2K
18,583
+1%
增持
IJH
ISHARES CORE S&P MID-CAPETF
+$278.2K
44,633
+408%
建仓
COIN
COINBASE GLOBAL INC CLASS A
+$269.1K
1,015
清仓
ETHE
GRAYSCALE ETHEREUM TR ET
-$268.4K
0
-100%
建仓
COST
COSTCO WHOLESALE CO
+$268.1K
366
建仓
CVX
CHEVRON CORP
+$258.2K
1,637
增持
GS
GOLDMAN SACHS GROUP
+$253.9K
1,162
+94%
建仓
ABT
ABBOTT LABORATORIES
+$252.7K
2,223
建仓
ITW
ILLINOIS TOOL WORKS
+$251.2K
936
建仓
FNF
Fidelity Natl Finl
+$250.0K
4,708
建仓
TRV
TRAVELERS COMPANIES
+$236.8K
1,029
增持
AEP
AMER ELECTRIC PWR CO
+$235.1K
6,711
+59%
增持
WMT
WALMART INC
+$235.0K
22,770
+216%
增持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$232.8K
30,138
+5%
增持
GOOGL
ALPHABET INC. CLASS A
+$231.6K
5,779
+26%
增持
TFX
TELEFLEX INCORPORATE
-$228.9K
9,729
+0%
建仓
—
SPOTIFY TECHNOLOGY F
+$227.0K
860
建仓
MCHP
MICROCHIP TECHNOLOGY
+$226.9K
2,529
清仓
ARKG
ARK GENOMIC REVOLUTION ETF
-$220.4K
0
-100%
建仓
—
Amplify ETF TR Ampify Alternative Harvest ETF
+$219.2K
52,447
建仓
MANH
MANHATTAN ASSOCIATES
+$216.4K
865
建仓
PLD
PROLOGIS INC. REIT
+$214.0K
1,643
减持
SCHX
SCHWAB US LARGE CAP ETF
+$212.1K
50,438
-3%
增持
JNJ
JOHNSON & JOHNSON
+$211.1K
3,358
+64%
建仓
BE
Bloom Energy Corp
+$209.3K
18,622
建仓
DHR
DANAHER CORP
+$206.3K
826
建仓
MO
ALTRIA GROUP INC
+$206.0K
4,722
增持
V
VISA INC CLASS A
+$202.5K
1,666
+65%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$198.2K
4,386
-21%
减持
—
APOLLO SENIOR FLOATING R
+$195.4K
353,855
-3%
增持
IUSV
ISHARES CORE US VALUE ETF
+$188.3K
11,171
+15%
增持
HD
HOME DEPOT INC
+$184.7K
2,207
+16%
增持
MRK
MERCK & CO. INC.
+$183.9K
4,358
+21%
增持
PG
PROCTER & GAMBLE
+$174.1K
2,615
+53%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$157.5K
12,192
+29%
减持
VOO
VANGUARD S&P 500 ETF
+$157.1K
13,600
-7%
减持
JFR
NUVEEN FLOATING RATE INC
+$143.0K
574,509
-3%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$128.8K
13,453
+0%
减持
BGB
BLACKSTNE STRGIC CREDIT
+$126.9K
235,634
-0%
增持
ABBV
ABBVIE INC
+$123.2K
2,371
+19%
减持
SHYG
ISHARES HIGH YIELD CORPORAT BOND ETF
-$114.6K
29,859
-9%
增持
PH
PARKER-HANNIFIN CORP
+$104.4K
1,054
+1%
减持
SCHA
SCHWAB US SMALL CAP ETF
+$101.2K
52,696
-0%
增持
QCOM
QUALCOMM INC
+$97.3K
3,258
+4%
增持
OKE
ONEOK INC
+$86.2K
8,082
+1%
增持
FNDX
SCHWAB FUNDAMENTAL US LARGE CO ETF
+$84.5K
4,409
+28%
减持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
-$75.8K
30,679
-5%
增持
KO
THE COCA-COLA CO
+$67.9K
18,097
+3%
增持
PSX
PHILLIPS 66
+$66.5K
1,959
+3%
减持
VUG
VANGUARD GROWTH ETF
+$41.9K
1,772
-3%
增持
VTV
VANGUARD VALUE ETF
+$40.9K
2,511
+2%
增持
—
PARAMOUNT GLOBAL CLASS B
-$40.8K
17,576
+5%
减持
IEMG
ISHARES CORE MSCI EMERGING ETF
-$37.6K
63,333
-3%
增持
BRW
SABA CAPITAL INCOME OPPO
+$30.3K
165,665
+8%
减持
PM
PHILIP MORRIS INTL
-$27.8K
7,236
-1%
减持
PINS
PINTEREST INC CLASS A
-$22.2K
8,370
-1%
增持
BX
BLACKSTONE INC
+$22.1K
5,892
+3%
增持
PPG
PPG INDUSTRIES INC
-$21.9K
5,220
+0%
减持
TYG
TORTOISE ENERGY INFRASTR
+$20.6K
9,770
-0%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$19.6K
5,059
-1%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$18.9K
2,362
+0%
增持
SCHM
CHARLES SCHWAB US MC ETF
+$16.5K
2,695
+0%
增持
MCD
MCDONALDS CORP
+$16.2K
4,385
+7%
减持
BSL
BLACKSTNE SR FLOATNG RT
-$15.7K
10,964
-15%
增持
MGM
MGM RESORTS INTL
+$15.7K
5,775
+0%
增持
NOC
NORTHROP GRUMMAN CO
+$12.5K
834
+1%
减持
EMLP
FIRST TRUST NORTH AMERICAN ENERG ETF
-$11.1K
28,673
-7%
减持
QQQM
INVESCO NASDAQ 100 ETF
-$3.5K
1,645
-9%
增持
MDLZ
MONDELEZ INTL CLASS A
-$3.0K
3,740
+2%
增持
HON
HONEYWELL INTL INC
+$1.3K
1,071
+3%
增持
AVB
AVALONBAY CMNTYS INC REIT
-$737
1,459
+1%
增持
CMCSA
COMCAST CORP CLASS A
+$668
14,013
+1%
增持
BA
BOEING CO
+$530
1,063
+35%
