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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 116 项
建仓 15
增持 31
减持 55
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$4.1M
12,949
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$3.7M
17,224
-43%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$3.2M
29,274
+55%
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。
减持
SCHW
CHARLES SCHWAB CORP
-$3.0M
28,396
-57%
增持
IVV
ISHARES CORE S&P 500 ETF
+$3.0M
57,065
+4%
清仓
—
APOLLO SENIOR FLOATING R
-$2.9M
0
-100%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$2.8M
15,297
+1159%
建仓
MFIC
MIDCAP FINL INVESTMENT C
+$2.7M
187,880
减持
JFR
NUVEEN FLOATING RATE INC
-$2.6M
237,911
-56%
减持
JPM
JPMORGAN CHASE & CO
-$2.1M
4,278
-71%
减持
AMZN
AMAZON.COM INC
-$2.1M
41,449
-19%
清仓
—
PUT TESLA INC
-$1.9M
0
-100%
减持
BGX
BLACKSTONE LONG SHORT CR
-$1.9M
133,592
-53%
增持
VUG
VANGUARD GROWTH ETF
+$1.8M
6,308
+256%
建仓
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$1.6M
2,755
减持
BGB
BLACKSTNE STRGIC CREDIT
-$1.5M
76,876
-63%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.3M
99,359
+12%
清仓
APO
APOLLO GLOBAL MGMT INC N
-$1.2M
0
-100%
减持
META
META PLATFORMS INC CLASS A
+$1.1M
18,779
-2%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$1.1M
2,363
-45%
增持
AVB
AVALONBAY CMNTYS INC REIT
+$972.7K
5,650
+290%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$760.0K
15,639
+240%
增持
IJH
ISHARES CORE S&P MID CAPETF
+$736.8K
53,792
+20%
减持
AAPL
APPLE INC
+$697.8K
43,570
-3%
增持
FNDX
SCHWAB FUNDMNTL US LARGECOM ETF
+$654.5K
15,838
+120%
增持
TSLA
TESLA INC
+$635.0K
9,672
+1%
增持
NVDA
NVIDIA CORP
+$575.9K
14,345
+52%
清仓
DIVB
ISHARES CORE DIVIDEND
-$552.4K
0
-100%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$521.2K
4,111
+166%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$466.9K
10,451
+95%
建仓
BOND
PIMCO Active Bond ETF
+$455.7K
4,817
清仓
BN
BROOKFIELD CORP F
-$436.2K
0
-100%
减持
KKR
KKR & CO INC
+$430.5K
17,387
-1%
清仓
TRU
Transunion
-$422.0K
0
-100%
建仓
EPD
ENTERPRISE PRODS PART LP
+$389.9K
13,393
建仓
MAYS
MAYS J W INC
+$336.6K
7,326
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$336.3K
18,962
+1%
减持
CRM
SALESFORCE INC
-$333.3K
1,037
-57%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$314.7K
7,649
+2%
清仓
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
-$314.0K
0
-100%
增持
SCHA
SCHWAB US SMALL CAP ETF
+$313.8K
61,426
+2%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$312.9K
30,480
-0%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$297.7K
67,931
+1%
增持
SPY
SPDR S&P 500 ETF
+$288.4K
5,273
+5%
减持
MSFT
MICROSOFT CORP
-$288.1K
4,070
-11%
清仓
—
SPOTIFY TECHNOLOGY F
-$269.9K
0
-100%
减持
XLV
SELECT SECTOR HEALTH CARE SPDR ETF
+$255.1K
46,256
-2%
清仓
TXN
TEXAS INSTRUMENTS
-$251.5K
0
-100%
清仓
ITW
ILLINOIS TOOL WORKS
-$250.7K
0
-100%
减持
WMT
WALMART INC
+$235.2K
21,692
-3%
建仓
ABT
ABBOTT LABS
+$231.3K
2,029
建仓
CEG
CONSTELLATION ENERGY COR
+$230.4K
886
建仓
UDR
UDR INC REIT
+$226.7K
5,000
清仓
COIN
COINBASE GLOBAL INC
-$225.6K
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY
-$225.0K
0
-100%
减持
EMLP
FIRST TRUST NORTH AMERICAN ENERG ETF
-$223.4K
19,345
-33%
清仓
SPGI
S&P GLOBAL INC
-$220.8K
0
-100%
增持
VOO
VANGUARD S&P 500 ETF
+$217.3K
7,874
+0%
建仓
MANH
MANHATTAN ASSOCS INC
+$216.9K
771
清仓
—
ERMENEGILDO ZEGNA N V F
-$216.4K
0
-100%
减持
LLY
ELI LILLY AND CO
-$211.4K
909
-19%
减持
MCD
MCDONALDS CORP
+$210.1K
4,296
-0%
清仓
BIV
VANGUARD INTERMEDIATE
-$209.1K
0
-100%
减持
SMH
VANECK SEMICONDUCTOR ETF
-$205.5K
1,238
-37%
减持
PSX
PHILLIPS 66
-$203.9K
1,904
-62%
建仓
CURE
DRXN DAILY HEALTHCRE BULL 3X SHS ETF
+$199.8K
1,500
增持
AEP
AMERICAN ELEC PWR CO INC
+$193.3K
7,620
+14%
建仓
—
PARAMOUNT GLOBAL CLASS B
+$186.4K
17,553
减持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
-$179.5K
41,425
-8%
建仓
—
Amplify ETF TR Ampify Alternative Harvest ETF
+$173.6K
52,447
减持
GOOG
ALPHABET INC CLASS C
-$172.8K
7,073
-4%
增持
BX
BLACKSTONE INC
+$170.5K
5,746
+0%
减持
PM
PHILIP MORRIS INTL INC
-$161.3K
7,665
-24%
增持
HD
HOME DEPOT INC
+$153.4K
2,189
+3%
减持
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$144.8K
23,617
-1%
减持
NFLX
NETFLIX INC
-$141.6K
1,240
-18%
减持
PH
PARKER-HANNIFIN CORP
+$129.4K
1,035
-0%
减持
KO
THE COCA-COLA CO
+$125.6K
17,636
-2%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$122.6K
7,778
+5%
增持
IUSV
ISHARES CORE S&P US VALUE ETF
+$122.5K
13,031
+2%
增持
TCPC
BlackRock TCP Capital Co
+$119.8K
50,858
+82%
减持
SCHX
SCHWAB US LARGE CAP ETF
+$117.4K
48,834
-2%
减持
ADP
AUTOMATIC DATA PROCESSIN
-$113.7K
833
-42%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$109.2K
30,624
+1%
减持
ADBE
ADOBE INC
-$105.9K
523
-23%
减持
IWP
ISHARES RUSSELL MID CAP GROWTH ETF
-$104.5K
6,717
-19%
减持
V
VISA INC CLASS A
-$100.2K
1,308
-25%
建仓
—
WISE PLC ORDF
+$100.0K
11,116
减持
PINS
PINTEREST INC CLASS A
-$98.4K
8,370
-0%
减持
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
+$92.6K
29,868
-3%
增持
QCOM
QUALCOMM INC
-$79.8K
3,184
+2%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$72.6K
4,515
-2%
减持
OKE
ONEOK INC NEW
+$65.5K
7,880
-2%
减持
MRK
MERCK & CO. INC.
-$61.9K
4,788
-2%
减持
CVX
CHEVRON CORP NEW
-$54.3K
1,768
-12%
减持
COST
COSTCO WHSL CORP NEW
-$53.0K
248
-23%
减持
—
E2OPEN PARENT HLDGS INC CLASS A
-$44.8K
14,587
-40%
增持
GOOGL
ALPHABET INC CLASS A
-$43.3K
5,428
+5%
减持
ROP
ROPER TECHNOLOGIES INC
-$40.3K
434
-13%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$39.8K
9,931
-16%
减持
BRW
SABA CAPITAL INCOME OPPO
+$36.1K
155,616
-4%
减持
ECL
ECOLAB INC
+$35.3K
4,550
-4%
减持
TRV
TRAVELERS COS INC
+$30.3K
1,004
-0%
减持
ABBV
ABBVIE INC
+$23.2K
2,116
-8%
减持
NOC
NORTHROP GRUMMAN CORP
+$21.8K
842
-13%
增持
BKNG
BOOKING HLDGS INC
+$17.0K
52
+2%
增持
SCHM
CHARLES SCHWAB US MC ETF
+$14.3K
2,697
+0%
减持
MO
ALTRIA GROUP INC
+$13.1K
5,349
-6%
减持
PFE
PFIZER INC
+$12.6K
16,215
-1%
减持
—
BLACKROCK INC CLASS EQUITY
+$9.9K
236
-13%
减持
CMCSA
COMCAST CORP NEW CLASS A
-$9.1K
13,767
-8%
减持
WMB
WILLIAMS COS INC
-$8.9K
4,645
-11%
减持
PG
PROCTER & GAMBLE CO
+$7.9K
2,310
-3%
增持
HON
HONEYWELL INTL INC
-$7.9K
1,189
+0%
建仓
CYDY
CYTODYN INC
+$5.1K
32,500
减持
JNJ
JOHNSON & JOHNSON
-$4.6K
3,303
-11%
