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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 20
增持 67
减持 54
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$7.2M
120,501
减持
APP
APPLOVIN CORP
+$5.5M
20,813
-23%
建仓
CRWV
COREWEAVE INC
+$5.4M
39,218
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。
建仓
USFR
WISDOMTREE TR
+$4.4M
87,944
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$4.3M
29,413
清仓
CLS
CELESTICA INC
-$3.7M
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$3.6M
24,118
增持
ACIO
ETF SER SOLUTIONS
+$3.0M
1,223,225
+1%
增持
NOW
SERVICENOW INC
+$2.7M
3,315
+818%
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.5M
2,351
-88%
减持
META
META PLATFORMS INC
-$2.4M
7,197
-31%
增持
IDUB
ETF SER SOLUTIONS
+$2.3M
1,314,211
+2%
增持
TSLA
TESLA INC
+$2.0M
10,649
+22%
清仓
DECK
DECKERS OUTDOOR CORP
-$2.0M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.9M
46,973
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
32,469
+1%
增持
OSCV
ETF SER SOLUTIONS
+$1.7M
565,417
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.6M
994
-84%
增持
SPDW
SPDR INDEX SHS FDS
+$1.5M
583,398
+1%
增持
ADME
ETF SER SOLUTIONS
+$1.4M
429,923
+1%
减持
AAPL
APPLE INC
+$1.3M
26,962
-1%
增持
OCUL
OCULAR THERAPEUTIX INC
+$1.1M
402,467
+4%
增持
DRSK
ETF SER SOLUTIONS
+$1.1M
1,293,643
+3%
增持
SPEM
SPDR INDEX SHS FDS
+$1.0M
235,333
+1%
增持
DUBS
ETF SER SOLUTIONS
+$953.4K
308,587
+1%
增持
JUCY
ETF SER SOLUTIONS
+$940.8K
810,496
+5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$833.5K
73,936
+2%
增持
MARA
MARA HOLDINGS INC
+$826.6K
248,996
+5%
增持
FANG
DIAMONDBACK ENERGY INC
+$792.6K
25,405
+23%
减持
AMT
AMERICAN TOWER CORP NEW
-$636.8K
15,806
-5%
减持
JPM
JPMORGAN CHASE & CO.
+$559.7K
22,537
-0%
增持
AMZN
AMAZON COM INC
+$537.7K
25,359
+11%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$436.7K
1,115
增持
QQQ
INVESCO QQQ TR
+$436.6K
2,464
+30%
增持
HD
HOME DEPOT INC
+$403.3K
9,349
+1%
增持
ROP
ROPER TECHNOLOGIES INC
-$388.3K
6,132
+1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$363.0K
46,304
+2%
建仓
KNSL
KINSALE CAP GROUP INC
+$307.5K
723
增持
GOOGL
ALPHABET INC
+$301.9K
4,417
+1%
增持
ORCL
ORACLE CORP
+$299.4K
4,779
+0%
增持
UPSD
ETF SER SOLUTIONS
+$298.6K
70,484
+10%
建仓
NFLX
NETFLIX INC
+$284.1K
237
减持
XSCDX
LMP CAP & INCOME FD INC
-$283.0K
53,700
-25%
建仓
ANET
ARISTA NETWORKS INC
+$278.6K
1,912
清仓
POOL
POOL CORP
-$266.0K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$264.5K
1,299
增持
RTX
RTX CORPORATION
+$255.5K
2,873
+86%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$245.7K
1,347
减持
MSFT
MICROSOFT CORP
+$240.7K
17,421
-1%
增持
WMT
WALMART INC
+$239.8K
43,826
+0%
增持
CPRT
COPART INC
+$236.9K
69,572
+18%
清仓
HWC
HANCOCK WHITNEY CORPORATION
-$234.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$231.8K
23,628
-2%
建仓
DVN
DEVON ENERGY CORP NEW
+$227.7K
6,496
增持
CAT
CATERPILLAR INC
+$225.1K
920
+67%
建仓
IWM
ISHARES TR
+$221.3K
914
清仓
INFL
LISTED FDS TR
-$218.6K
0
-100%
增持
CHE
CHEMED CORP NEW
+$212.1K
7,090
+17%
清仓
—
ACCENTURE PLC IRELAND
-$210.0K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$209.4K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$208.4K
0
-100%
建仓
DGRO
ISHARES TR
+$207.6K
3,049
建仓
WSM
WILLIAMS SONOMA INC
+$206.6K
1,057
清仓
MSTR
MICROSTRATEGY INC
-$206.2K
0
-100%
建仓
INTC
INTEL CORP
+$202.8K
6,046
建仓
MPC
MARATHON PETE CORP
+$202.2K
1,049
增持
VOO
VANGUARD INDEX FDS
+$190.1K
4,185
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$187.0K
15,441
+74%
增持
AVGO
BROADCOM INC
+$166.8K
2,633
+3%
减持
T
AT&T INC
-$159.3K
31,776
-13%
建仓
VG
VENTURE GLOBAL INC
+$152.1K
10,718
增持
PGR
PROGRESSIVE CORP
-$149.6K
13,655
+3%
增持
LOW
LOWES COS INC
+$146.9K
4,713
+1%
增持
—
FUBOTV INC
+$142.3K
397,612
+2%
增持
BAC
BANK AMERICA CORP
+$134.1K
11,896
+17%
减持
FSK
FS KKR CAP CORP
-$129.5K
19,451
-4%
增持
BKAG
BNY MELLON ETF TRUST
+$128.1K
91,816
+2%
建仓
LAC
LITHIUM AMERS CORP NEW
+$116.5K
20,400
减持
IJR
ISHARES TR
+$113.1K
18,834
-3%
增持
V
VISA INC
-$102.6K
11,000
+1%
减持
—
EXXON MOBIL CORP
+$101.6K
43,433
-2%
增持
AZO
AUTOZONE INC
+$99.6K
153
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$94.2K
3,803
+2%
减持
IVV
ISHARES TR
+$91.5K
2,619
-2%
减持
JNJ
JOHNSON & JOHNSON
-$90.9K
4,163
-26%
减持
IJH
ISHARES TR
+$88.3K
33,925
-1%
减持
EFA
ISHARES TR
+$80.9K
20,794
-0%
减持
PWR
QUANTA SVCS INC
+$75.5K
9,380
-7%
增持
COP
CONOCOPHILLIPS
+$73.0K
5,749
+10%
减持
PG
PROCTER AND GAMBLE CO
-$67.7K
6,389
-3%
减持
KO
COCA COLA CO
-$64.3K
9,330
-3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$61.8K
1,096
+17%
增持
MO
ALTRIA GROUP INC
+$61.5K
7,713
+1%
增持
C
CITIGROUP INC
+$60.4K
3,280
+2%
减持
AB
ALLIANCEBERNSTEIN HLDG L P
-$57.5K
8,426
-9%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$56.7K
6,462
+21%
增持
ET
ENERGY TRANSFER L P
+$55.6K
30,962
+18%
减持
XLV
SELECT SECTOR SPDR TR
-$52.0K
1,940
-19%
减持
GLD
SPDR GOLD TR
+$51.2K
1,438
-5%
增持
DEFR
ETF SER SOLUTIONS
+$51.0K
32,097
+4%
减持
ABT
ABBOTT LABS
-$47.9K
2,271
-12%
增持
VUG
VANGUARD INDEX FDS
+$45.2K
1,096
+0%
减持
MSI
MOTOROLA SOLUTIONS INC
-$43.8K
692
-19%
减持
PHM
PULTE GROUP INC
+$43.4K
1,932
-4%
减持
IYR
ISHARES TR
-$39.6K
2,273
-17%
增持
SO
SOUTHERN CO
+$32.6K
10,977
+0%
减持
CSCO
CISCO SYS INC
-$30.9K
3,727
-10%
减持
SPSM
SPDR SERIES TRUST
+$30.1K
10,311
-2%
减持
VXUS
VANGUARD STAR FDS
+$30.0K
8,510
-1%
增持
SHY
ISHARES TR
+$29.4K
3,109
+13%
减持
WMB
WILLIAMS COS INC
-$28.9K
4,340
-10%
减持
VZ
VERIZON COMMUNICATIONS INC
-$27.4K
8,490
-8%
减持
BP
BP PLC
+$25.3K
11,813
-7%
增持
SPYG
SPDR SERIES TRUST
+$23.0K
2,245
+1%
减持
KMI
KINDER MORGAN INC DEL
-$23.0K
15,900
-1%
增持
NEE
NEXTERA ENERGY INC
+$22.1K
3,444
+0%
减持
WEC
WEC ENERGY GROUP INC
+$22.1K
2,187
-0%
增持
ISRG
INTUITIVE SURGICAL INC
-$20.5K
586
+13%
增持
—
LINDE PLC
+$19.9K
719
+5%
增持
UBER
UBER TECHNOLOGIES INC
+$19.6K
2,813
+3%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$19.5K
14,487
+1%
增持
SPYV
SPDR SERIES TRUST
+$19.3K
4,254
+3%
增持
ROK
ROCKWELL AUTOMATION INC
+$16.9K
916
+0%
增持
PM
PHILIP MORRIS INTL INC
-$16.7K
1,410
+5%
增持
ALL
ALLSTATE CORP
+$16.4K
1,217
+0%
减持
RA
BROOKFIELD REAL ASSETS INCOM
-$15.9K
15,905
-7%
减持
XAR
SPDR SERIES TRUST
+$15.7K
1,083
-4%
增持
VYM
VANGUARD WHITEHALL FDS
+$15.3K
1,843
+0%
减持
IGRO
ISHARES TR
-$14.1K
4,316
-5%
减持
DTE
DTE ENERGY CO
-$13.9K
1,406
-12%
减持
BIL
SPDR SERIES TRUST
-$12.8K
2,858
-5%
减持
GE
GE AEROSPACE
-$11.6K
1,133
-17%
减持
SPMD
SPDR SERIES TRUST
+$11.4K
15,158
-4%
减持
LGLV
SPDR SERIES TRUST
-$11.3K
2,079
-5%
减持
XLU
SELECT SECTOR SPDR TR
-$8.9K
2,605
-10%
减持
XAGDX
ABRDN GLOBAL DYNAMIC DIVIDEN
+$8.4K
13,026
-13%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$7.7K
1,548
+3%
建仓
—
ANTERO RESOURCES CORP
+$7.5K
100
减持
ABBV
ABBVIE INC
+$7.5K
1,458
-18%
增持
ARCC
ARES CAPITAL CORP
+$7.4K
67,008
+8%
减持
XLK
SELECT SECTOR SPDR TR
+$7.3K
1,103
-8%
增持
SYK
STRYKER CORPORATION
-$5.1K
566
+4%
减持
SLYG
SPDR SERIES TRUST
-$4.3K
2,766
-7%
减持
BX
BLACKSTONE INC
-$4.1K
1,691
-14%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
+$3.4K
11,548
-1%
减持
PDT
HANCOCK JOHN PREM DIVID FD
-$3.1K
43,274
-2%
减持
MDIV
FIRST TR EXCHANGE TRADED FD
+$2.6K
17,805
-1%
增持
PSA
PUBLIC STORAGE OPER CO
-$2.6K
1,143
+1%
增持
—
TRANE TECHNOLOGIES PLC
-$1.9K
1,086
+3%
减持
MRK
MERCK & CO INC
+$1.5K
5,749
-5%
