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Second Line Capital, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Second Line Capital, LLC
报告期 2026-03-31 · CIK 0001992879
持仓数
185
前50大市值合计
$465.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 145 项
建仓 14
增持 75
减持 46
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
ACIO
ETF SER SOLUTIONS
+$5.0M
1,210,020
+4%
建仓
CLS
CELESTICA INC
+$3.7M
23,905
建仓
MRVL
MARVELL TECHNOLOGY INC
+$3.5M
45,604
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
IDUB
ETF SER SOLUTIONS
+$3.0M
1,285,816
+5%
增持
SPDW
SPDR INDEX SHS FDS
+$2.9M
580,049
+2%
增持
MSFT
MICROSOFT CORP
+$2.8M
17,656
+11%
增持
DRSK
ETF SER SOLUTIONS
+$2.7M
1,259,871
+3%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
43,350
+8%
增持
APP
APPLOVIN CORP
+$2.3M
27,146
+0%
增持
ADME
ETF SER SOLUTIONS
+$2.2M
426,066
+3%
增持
OSCV
ETF SER SOLUTIONS
+$1.7M
552,897
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$1.7M
32,269
-1%
建仓
UPSD
ETF SER SOLUTIONS
+$1.6M
63,946
减持
META
META PLATFORMS INC
+$1.6M
10,389
-2%
清仓
SHAK
SHAKE SHACK INC
-$1.5M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.4M
6,269
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.4M
72,588
+6%
增持
PWR
QUANTA SVCS INC
+$1.4M
10,082
+4%
减持
PG
PROCTER AND GAMBLE CO
-$1.3M
6,586
-53%
清仓
—
GIGACLOUD TECHNOLOGY INC
-$1.3M
0
-100%
清仓
VKTX
VIKING THERAPEUTICS INC
-$1.2M
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$1.1M
234,021
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$1.1M
22,591
+1%
增持
MARA
MARA HOLDINGS INC
+$1.1M
237,249
+3%
增持
OCUL
OCULAR THERAPEUTIX INC
+$1.0M
385,467
+11%
增持
AMZN
AMAZON COM INC
+$985.5K
22,929
+8%
清仓
ACLS
AXCELIS TECHNOLOGIES INC
-$861.4K
0
-100%
建仓
DEFR
ETF SER SOLUTIONS
+$791.8K
30,876
减持
CVX
CHEVRON CORP NEW
-$729.3K
24,006
-4%
增持
DECK
DECKERS OUTDOOR CORP
+$688.9K
18,981
+67%
减持
AMD
ADVANCED MICRO DEVICES INC
+$653.8K
20,348
-6%
增持
CHE
CHEMED CORP NEW
-$607.2K
6,084
+5%
增持
WMT
WALMART INC
+$564.0K
43,740
+4%
增持
TSLA
TESLA INC
+$556.1K
8,726
+2%
减持
JUCY
ETF SER SOLUTIONS
-$467.6K
770,179
-0%
增持
ORCL
ORACLE CORP
+$386.8K
4,778
+2%
增持
—
EXXON MOBIL CORP
-$373.8K
44,485
+2%
建仓
NOW
SERVICENOW INC
+$371.1K
361
减持
DUBS
ETF SER SOLUTIONS
+$363.0K
305,481
-5%
减持
—
FUBOTV INC
+$333.0K
390,612
-3%
减持
IJR
ISHARES TR
-$272.7K
19,444
-15%
减持
BKAG
BNY MELLON ETF TRUST
-$256.2K
89,693
-6%
建仓
UBER
UBER TECHNOLOGIES INC
+$256.0K
2,744
减持
AVGO
BROADCOM INC
+$240.3K
2,547
-8%
建仓
XAR
SPDR SERIES TRUST
+$238.6K
1,131
建仓
BA
BOEING CO
+$230.1K
1,098
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$216.2K
0
-100%
建仓
SYK
STRYKER CORPORATION
+$215.0K
542
建仓
CAT
CATERPILLAR INC
+$213.9K
551
建仓
PHM
PULTE GROUP INC
+$212.3K
2,008
建仓
SPYG
SPDR SERIES TRUST
+$211.6K
2,220
建仓
MSTR
MICROSTRATEGY INC
+$206.2K
510
清仓
DVN
DEVON ENERGY CORP NEW
-$202.6K
0
-100%
清仓
DGRO
ISHARES TR
-$202.3K
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$201.7K
0
-100%
增持
CPRT
COPART INC
-$200.7K
58,931
+8%
增持
AMT
AMERICAN TOWER CORP NEW
+$193.6K
16,630
+3%
减持
ARCC
ARES CAPITAL CORP
-$186.0K
61,942
-11%
增持
V
VISA INC
+$171.7K
10,866
+3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$163.0K
934
+5%
增持
FANG
DIAMONDBACK ENERGY INC
-$159.0K
20,691
+10%
减持
QQQ
INVESCO QQQ TR
+$155.4K
1,891
-0%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$152.6K
14,284
+4%
增持
GOOGL
ALPHABET INC
+$128.7K
4,380
+5%
减持
EFA
ISHARES TR
+$126.0K
20,815
-2%
增持
—
TRANE TECHNOLOGIES PLC
+$109.1K
1,052
+1%
清仓
F
FORD MTR CO
-$106.3K
0
-100%
增持
PGR
PROGRESSIVE CORP
-$104.3K
13,197
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$98.0K
3,742
+16%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$94.9K
1,508
+7%
减持
JNJ
JOHNSON & JOHNSON
-$91.4K
5,648
-2%
减持
XSCDX
LMP CAP & INCOME FD INC
-$87.8K
71,600
-5%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$83.3K
11,473
增持
GE
GE AEROSPACE
+$81.5K
1,371
+1%
增持
VGT
VANGUARD WORLD FD
+$76.8K
590
+2%
减持
IYR
ISHARES TR
-$75.0K
2,746
-22%
减持
VUG
VANGUARD INDEX FDS
+$71.9K
1,095
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$71.1K
520
+22%
增持
DIS
DISNEY WALT CO
+$67.8K
2,608
+0%
增持
AB
ALLIANCEBERNSTEIN HLDG L P
+$67.1K
9,295
+14%
增持
VXUS
VANGUARD STAR FDS
+$60.8K
8,614
+0%
减持
LOW
LOWES COS INC
-$60.7K
4,676
-1%
增持
COP
CONOCOPHILLIPS
-$53.4K
5,246
+5%
减持
IJH
ISHARES TR
+$52.9K
34,273
-4%
增持
MO
ALTRIA GROUP INC
+$51.0K
7,647
+15%
减持
BAC
BANK AMERICA CORP
+$49.9K
10,135
-2%
减持
ROK
ROCKWELL AUTOMATION INC
+$46.2K
913
-8%
增持
IGRO
ISHARES TR
+$45.3K
4,537
+5%
减持
SPMD
SPDR SERIES TRUST
+$45.2K
15,731
-1%
增持
AAPL
APPLE INC
-$41.2K
27,099
+7%
减持
POOL
POOL CORP
-$41.0K
913
-5%
增持
PM
PHILIP MORRIS INTL INC
+$41.0K
1,338
+5%
减持
XLV
SELECT SECTOR SPDR TR
-$39.2K
2,389
-3%
增持
—
LINDE PLC
+$38.0K
685
+12%
增持
T
AT&T INC
+$36.0K
36,511
+1%
增持
IDEV
ISHARES TR
+$33.8K
4,058
+2%
增持
WMB
WILLIAMS COS INC
+$32.8K
4,838
+7%
减持
MDIV
FIRST TR EXCHANGE TRADED FD
-$32.7K
17,898
-7%
减持
CSCO
CISCO SYS INC
+$27.4K
4,121
-2%
减持
XLK
SELECT SECTOR SPDR TR
+$26.7K
1,199
-11%
减持
WM
WASTE MGMT INC DEL
-$25.4K
915
-10%
减持
FSK
FS KKR CAP CORP
-$24.9K
20,211
-5%
减持
NTLA
INTELLIA THERAPEUTICS INC
+$24.5K
63,027
-21%
增持
HON
HONEYWELL INTL INC
+$24.5K
1,153
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$22.5K
2,871
-9%
减持
GLD
SPDR GOLD TR
+$22.4K
1,509
-1%
增持
KMI
KINDER MORGAN INC DEL
+$21.6K
16,092
+2%
增持
BP
BP PLC
-$20.7K
12,754
+7%
减持
C
CITIGROUP INC
+$20.6K
3,201
-10%
减持
VZ
VERIZON COMMUNICATIONS INC
-$20.1K
9,255
-0%
减持
SPSM
SPDR SERIES TRUST
+$19.0K
10,504
-0%
增持
ABBV
ABBVIE INC
-$18.9K
1,778
+7%
增持
SLYG
SPDR SERIES TRUST
+$17.4K
2,988
+0%
增持
XAGDX
ABRDN GLOBAL DYNAMIC DIVIDEN
+$16.8K
14,956
+0%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
+$15.0K
3,516
-12%
减持
BIL
SPDR SERIES TRUST
-$12.8K
2,998
-4%
增持
SHY
ISHARES TR
+$11.9K
2,758
+5%
增持
KO
COCA COLA CO
+$11.5K
9,651
+3%
减持
RTX
RTX CORPORATION
+$10.9K
1,542
-5%
增持
VYM
VANGUARD WHITEHALL FDS
+$10.2K
1,834
+1%
减持
PDT
HANCOCK JOHN PREM DIVID FD
-$10.1K
44,071
-2%
增持
SO
SOUTHERN CO
+$9.0K
10,974
+1%
增持
—
ACCENTURE PLC IRELAND
-$8.9K
703
+0%
增持
ABT
ABBOTT LABS
+$8.9K
2,588
+0%
增持
SPYV
SPDR SERIES TRUST
+$7.8K
4,129
+1%
减持
XLU
SELECT SECTOR SPDR TR
+$7.3K
2,891
-0%
增持
NEE
NEXTERA ENERGY INC
+$7.1K
3,427
+5%
减持
IVV
ISHARES TR
+$6.8K
2,675
-9%
增持
ALL
ALLSTATE CORP
-$6.8K
1,216
+0%
增持
CMCSA
COMCAST CORP NEW
-$6.6K
5,838
+0%
增持
ET
ENERGY TRANSFER L P
+$6.4K
26,237
+4%
减持
HWC
HANCOCK WHITNEY CORPORATION
+$6.4K
4,076
-6%
减持
INFL
LISTED FDS TR
-$6.2K
5,184
-6%
减持
XLF
SELECT SECTOR SPDR TR
+$5.9K
6,222
-3%
清仓
—
AMARIN CORP PLC
-$5.1K
0
-100%
增持
HD
HOME DEPOT INC
+$4.8K
9,232
+0%
增持
RA
BROOKFIELD REAL ASSETS INCOM
+$4.4K
17,085
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.9K
8,850
+7%
增持
ROP
ROPER TECHNOLOGIES INC
+$3.0K
6,079
+4%
增持
DTE
DTE ENERGY CO
-$2.4K
1,606
+3%
增持
PSA
PUBLIC STORAGE OPER CO
-$2.2K
1,134
+1%
增持
LGLV
SPDR SERIES TRUST
+$1.6K
2,186
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.4K
5,350
+0%
增持
MRK
MERCK & CO INC
+$100
6,078
+13%
增持
MSI
MOTOROLA SOLUTIONS INC
+$63
857
+4%
