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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 114 项
建仓 10
增持 29
减持 43
清仓 32
方向
标的
Δ市值
现股数(环比)
清仓
TSLA
TESLA INC
-$7.6M
0
-100%
减持
GBDC
GOLUB CAP BDC INC
-$3.7M
342,953
-41%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$2.4M
5,845
-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
AAPL
APPLE INC
-$1.8M
41,993
-6%
减持
AMZN
AMAZON.COM INC
-$1.7M
39,145
-7%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DCLASS A
+$1.6M
2
减持
META
META PLATFORMS INC CLASS A
-$1.6M
16,613
-13%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$1.5M
26,136
-13%
清仓
—
1/100 BERKSHIRE HTWY A CLASS A
-$1.4M
0
-100%
减持
QQQ
INVESCO QQQ TRUST
-$1.3M
21,771
-4%
清仓
AVB
AVALONBAY CMNTYS INC REIT
-$1.2M
0
-100%
减持
GOOG
ALPHABET INC CLASS C
-$922.5K
3,679
-53%
减持
XLV
SELECT SECTOR HEALTH CARE SPDR ETF
-$893.9K
21,955
-26%
清仓
BRW
SABA CAPITAL INCOME OPPO
-$840.7K
0
-100%
减持
SCHX
SCHWAB US LARGE CAP ETF
-$796.0K
120,076
-19%
减持
VUG
VANGUARD GROWTH ETF
-$774.2K
4,894
-22%
增持
IVV
ISHARES CORE S&P 500 ETF
-$772.4K
58,585
+2%
减持
TFX
TELEFLEX INC
-$766.8K
7,880
-24%
减持
SPHQ
INVESCO S&P 500 QUALITY ETF
-$744.2K
4,608
-71%
减持
VOT
VANGUARD MID CAP GROWTH ETF
-$735.1K
6,430
-29%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$718.4K
104,411
+2%
建仓
SCHB
SCHWAB US BROAD MARKET ETF
+$706.8K
32,829
清仓
OPP
RIVERNORTH DOUBLLINE STR
-$532.6K
0
-100%
清仓
CRM
SALESFORCE INC
-$495.0K
0
-100%
减持
GOOGL
ALPHABET INC CLASS A
-$493.9K
3,027
-40%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$473.6K
7,827
+59%
清仓
VO
VANGUARD MID CAP ETF
-$465.8K
0
-100%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$459.1K
18,352
+4%
清仓
BGX
BLACKSTONE LONG SHORT CR
-$451.1K
0
-100%
减持
NFLX
NETFLIX INC
-$433.5K
943
-36%
减持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$425.2K
7,386
-5%
清仓
TYG
TORTOISE ENERGY INFRASTR
-$410.3K
0
-100%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$407.8K
13,342
-13%
清仓
VBK
Vanguard Small Cap Growth ETF
-$401.6K
0
-100%
清仓
VNQ
VANGUARD REAL ESTATE ETF
-$397.3K
0
-100%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$392.6K
74,106
+7%
减持
SCHA
SCHWAB US SMALL CAP ETF
-$378.6K
118,714
-3%
增持
IVW
ISHARES S&P 500 GROWTH ETF
-$365.1K
46,701
+1%
清仓
SHEL
SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS
-$356.0K
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$346.7K
0
-100%
清仓
BGB
BLACKSTNE STRGIC CREDIT
-$329.0K
0
-100%
减持
V
VISA INC CLASS A
-$328.9K
683
-62%
清仓
ADBE
ADOBE INC
-$321.5K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$318.4K
7,342
+4%
清仓
JFR
NUVEEN FLOATING RATE INC
-$317.0K
0
-100%
增持
NVDA
NVIDIA CORP
-$313.5K
12,589
+1%
减持
MSFT
MICROSOFT CORP
-$306.0K
3,818
-7%
清仓
SMH
VANECK SEMICONDUCTOR ETF
-$299.8K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$296.9K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSIN
-$291.1K
0
-100%
清仓
ABT
ABBOTT LABS
-$284.9K
0
-100%
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$278.9K
1,610
增持
IJH
ISHARES CORE S&P MID CAPETF
+$277.5K
64,521
+15%
清仓
LULU
LULULEMON ATHLETICA INC
-$274.2K
0
-100%
减持
KWEB
KRANESHARES CSI CHINA INTERNET ETF
+$273.6K
49,020
-0%
建仓
UNH
UNITEDHEALTH GROUP INC
+$269.2K
514
建仓
EWG
ISHARES MSCI GERMANY ETF
+$266.0K
7,175
增持
SPY
SPDR S&P 500 ETF
+$265.6K
5,887
+14%
减持
WMT
WALMART INC
-$256.5K
20,600
-10%
清仓
PLD
PROLOGIS INC REIT
-$256.0K
0
-100%
增持
FNDX
SCHWAB FUNDMNTL US LARGECOM ETF
+$252.0K
63,626
+21%
清仓
PINS
PINTEREST INC CLASS A
-$242.7K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$236.1K
0
-100%
清仓
BLK
BLACKROCK INC NEW
-$233.7K
0
-100%
减持
VOO
VANGUARD S&P 500 ETF
-$228.6K
8,040
-1%
清仓
COIN
COINBASE GLOBAL INC CLASS A
-$222.2K
0
-100%
减持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
-$222.1K
39,151
-11%
清仓
UDR
UDR INC REIT
-$220.0K
0
-100%
清仓
PSX
PHILLIPS 66
-$216.9K
0
-100%
清仓
VOE
Vanguard Mid Cap Value ETF IV
-$213.2K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$207.0K
0
-100%
建仓
IJS
ISHARES S&P SMALL CAP 600 ETF
+$204.5K
2,098
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$193.5K
38,290
+19%
减持
HD
HOME DEPOT INC
-$189.1K
1,854
-17%
减持
MFIC
MIDCAP FINL INVESTME
-$182.6K
169,085
-3%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$182.3K
34,873
+5%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$177.4K
32,769
-15%
增持
AEP
AMERICAN ELEC PWR CO INC
+$174.4K
8,028
+5%
减持
JPM
JPMORGAN CHASE & CO
-$166.0K
2,910
-21%
减持
KO
THE COCA-COLA CO
+$164.5K
17,646
-0%
建仓
ET
ENERGY TRANSFER L P LP
+$161.9K
8,708
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$157.3K
12,643
-24%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$150.1K
20,579
+2%
减持
PG
PROCTER & GAMBLE CO
-$136.0K
1,869
-31%
建仓
—
WISE PLC ORDF
+$135.9K
11,116
增持
BX
BLACKSTONE INC
-$120.2K
3,810
+1%
清仓
—
AMPLIFY ALTERNATIVE HARVETF
-$118.0K
0
-100%
清仓
RFI
COHEN STEERS TOTAL RETUR
-$115.9K
0
-100%
增持
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
+$108.2K
31,153
+4%
减持
SCHW
CHARLES SCHWAB CORP
-$106.4K
15,982
-13%
减持
ABBV
ABBVIE INC
-$106.2K
1,570
-36%
减持
CVX
CHEVRON CORP NEW
-$104.8K
1,213
-43%
建仓
SONY
SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$93.6K
3,685
增持
IWP
ISHARES RUSSELL MID CAP GROWTH ETF
+$81.8K
7,943
+18%
增持
IWM
ISHARES RUSSELL 2000 ETF
-$81.2K
4,594
+2%
减持
ECL
ECOLAB INC
-$67.3K
4,230
-13%
减持
JNJ
JOHNSON & JOHNSON
-$63.6K
2,654
-24%
减持
—
EXXON MOBIL CORP
+$59.1K
5,783
-1%
减持
BN
BROOKFIELD CORP FCLASS A
-$54.9K
10,500
-0%
增持
VV
VANGUARD LARGE CAP ETF
-$52.0K
4,490
+0%
增持
LLY
ELI LILLY AND CO
+$51.8K
890
+1%
增持
EPD
ENTERPRISE PRODS PART LP
+$49.1K
14,293
+2%
减持
CMCSA
COMCAST CORP NEW CLASS A
-$47.1K
12,726
-8%
减持
MCD
MCDONALDS CORP
-$38.5K
4,027
-10%
增持
HON
HONEYWELL INTL INC
+$36.1K
1,282
+23%
减持
EFA
ISHARES MSCI EAFE ETF
+$32.1K
9,057
-3%
建仓
—
CRITICAL METALS CORP. F
+$27.8K
19,982
增持
MRK
MERCK & CO. INC.
-$17.2K
4,367
+6%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$15.6K
12,790
+0%
增持
SCHM
SCHWAB STRATEGI/US MID-CAP ETF
-$12.2K
8,097
+0%
增持
PFE
PFIZER INC
-$11.2K
13,425
+1%
增持
IUSV
ISHARES CORE S&P US VALUE ETF
+$5.1K
13,293
+1%
减持
—
PARAMOUNT GLOBAL B MERGER ELECTION EXP: 04/03/25
-$2.3K
15,550
-14%
增持
GS
GOLDMAN SACHS GROUP INC
-$1.4K
1,142
+5%
