CALTON & ASSOCIATES, INC.
Tampa FL · SEC CIK 0000822648
$6.96亿2026Q1 申报市值
438持仓数
26.3%前十大占比 · 第一大 4.7%
41 / 39新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGVT 加仓+$839.52万
ACWI 重新持有+$351.65万
SHV 加仓+$169.22万
NORTHERN LTS FD 加仓+$150.03万
VCSH 加仓+$124.14万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$225.22万
HD 减仓-$196.23万
LITE 减仓-$178.36万
QQQ 减仓-$169.75万
USFR 减仓-$131.41万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COWG | PACER FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EPI | WISDOMTREE TR | $0 | 0.00% | 0 | -13,355 | -100.0% | -$61.82万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSEP | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,490 | -100.0% | -$41.49万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -20,214 | -100.0% | -$38.71万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PACER FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,023 | -100.0% | -$35.80万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMOT | VANECK ETF TRUST | $0 | 0.00% | 0 | -8,813 | -100.0% | -$31.90万 | 清仓 |
| EMLC | VANECK ETF TRUST | $0 | 0.00% | 0 | -12,184 | -100.0% | -$31.46万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,866 | -100.0% | -$29.68万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,607 | -100.0% | -$28.49万 | 清仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,726 | -100.0% | -$27.59万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,620 | -100.0% | -$26.08万 | 清仓 |
| TCHP | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -5,223 | -100.0% | -$26.04万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,577 | -100.0% | -$25.84万 | 清仓 |
| TRP | TC ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARKW | ARK ETF TR | $0 | 0.00% | 0 | -1,701 | -100.0% | -$25.13万 | 清仓 |
| ECG | EVERUS CONSTR GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -2,077 | -100.0% | -$24.25万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,595 | -100.0% | -$24.19万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -3,999 | -100.0% | -$23.79万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,900 | -100.0% | -$23.36万 | 清仓 |
| IBDS | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -3,123 | -100.0% | -$22.95万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -404 | -100.0% | -$22.88万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -4,437 | -100.0% | -$22.31万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG | $0 | 0.00% | 0 | -4,217 | -100.0% | -$22.11万 | 清仓 |
| CEFS | EXCHANGE LISTED FDS TR | $0 | 0.00% | 0 | -9,562 | -100.0% | -$22.03万 | 清仓 |
| MDU | MDU RES GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JCI | JOHNSON CTLS INTL PLC | $0 | 0.00% | 0 | -1,822 | -100.0% | -$21.82万 | 清仓 |
| TGRW | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -4,722 | -100.0% | -$21.73万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -322 | -100.0% | -$21.70万 | 清仓 |
| — | PACER FDS TR | $0 | 0.00% | 0 | -6,684 | -100.0% | -$21.66万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,172 | -100.0% | -$21.56万 | 清仓 |
| PNW | PINNACLE WEST CAP CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -1,760 | -100.0% | -$21.40万 | 清仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -2,374 | -100.0% | -$21.35万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -741 | -100.0% | -$20.99万 | 清仓 |
| VCR | VANGUARD WORLD FD | $0 | 0.00% | 0 | -524 | -100.0% | -$20.64万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -7,400 | -100.0% | -$20.61万 | 清仓 |
| SPHY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,676 | -100.0% | -$20.54万 | 清仓 |
| SMIN | ISHARES TR | $0 | 0.00% | 0 | -2,917 | -100.0% | -$20.39万 | 清仓 |
| AVK | ADVENT CONV & INCOME FD | $0 | 0.00% | 0 | -10,856 | -100.0% | -$13.61万 | 清仓 |
| MDXG | MIMEDX GROUP INC | $0 | 0.00% | 0 | -18,534 | -100.0% | -$12.55万 | 清仓 |
| HLN | HALEON PLC | $0 | 0.00% | 0 | -11,373 | -100.0% | -$11.50万 | 清仓 |
| PSEC | PROSPECT CAP CORP | $0 | 0.00% | 0 | -17,789 | -100.0% | -$4.61万 | 清仓 |
| — | CREDIT SUISSE HIGH YIELD CRE | $0 | 0.00% | 0 | -11,516 | -100.0% | -$2.30万 | 清仓 |
| — | PSQ HOLDINGS INC | $2.38万 | 0.00% | 44,833 | -85 | -0.2% | -$45 | 减仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $2.73万 | 0.00% | 11,170 | 11,170 | — | $2.73万 | 新建仓 |
| UIS | UNISYS CORP | $3.05万 | 0.00% | 14,750 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $3.88万 | 0.01% | 25,500 | 1,000 | 4.1% | $1,520 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $4.49万 | 0.01% | 12,781 | 1,575 | 14.1% | $5,528 | 加仓 |
| ASPI | ASP ISOTOPES INC | $4.64万 | 0.01% | 10,500 | 10,500 | — | $4.64万 | 新建仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $4.65万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| — | MONROE CAP CORP | $7.61万 | 0.01% | 16,539 | 16,539 | — | $7.61万 | 新建仓 |
| ADAM | ADAMAS TRUST INC. | $9.95万 | 0.01% | 13,521 | 2,400 | 21.6% | $1.77万 | 加仓 |
| NMFC | NEW MTN FIN CORP | $12.78万 | 0.02% | 16,465 | 2,856 | 21.0% | $2.22万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $13.11万 | 0.02% | 12,211 | -8,121 | -39.9% | -$8.72万 | 减仓 |
| OPRA | OPERA LTD | $14.54万 | 0.02% | 10,200 | -3,566 | -25.9% | -$5.08万 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $15.64万 | 0.02% | 11,069 | 383 | 3.6% | $5,412 | 加仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $16.54万 | 0.02% | 20,574 | 7,073 | 52.4% | $5.69万 | 加仓 |
| FDUS | FIDUS INVT CORP | $17.97万 | 0.03% | 10,314 | 10,314 | — | $17.97万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $18.68万 | 0.03% | 17,375 | 17,375 | — | $18.68万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $18.82万 | 0.03% | 18,273 | -2,913 | -13.7% | -$3.00万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $20.22万 | 0.03% | 278 | 278 | — | $20.22万 | 新建仓 |
| SUB | ISHARES TR | $20.54万 | 0.03% | 1,928 | -451 | -19.0% | -$4.80万 | 减仓 |
| GM | GENERAL MTRS CO | $20.57万 | 0.03% | 2,762 | 2,762 | — | $20.57万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $20.58万 | 0.03% | 302 | -50 | -14.2% | -$3.41万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $20.68万 | 0.03% | 4,482 | 217 | 5.1% | $1.00万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $20.75万 | 0.03% | 9,117 | 0 | 0.0% | — | 不变 |
| CFA | VICTORY PORTFOLIOS II | $20.76万 | 0.03% | 2,269 | 2 | 0.1% | $183 | 加仓 |
| DEM | WISDOMTREE TR | $21.08万 | 0.03% | 4,243 | -2,249 | -34.6% | -$11.17万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $21.09万 | 0.03% | 4,963 | -2,775 | -35.9% | -$11.79万 | 减仓 |
| USB | US BANCORP | $21.20万 | 0.03% | 4,076 | -636 | -13.5% | -$3.31万 | 减仓 |
| — | SPROTT ETF TRUST | $21.21万 | 0.03% | 2,464 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $21.29万 | 0.03% | 733 | 733 | — | $21.29万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $21.43万 | 0.03% | 1,003 | 1,003 | — | $21.43万 | 新建仓 |
| NOCT | INNOVATOR ETFS TRUST | $21.47万 | 0.03% | 3,809 | 3,809 | — | $21.47万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $21.48万 | 0.03% | 844 | 844 | — | $21.48万 | 新建仓 |