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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $21.60万 | 0.03% | 1,126 | 1,126 | — | $21.60万 | 新建仓 |
| AMLP | ALPS ETF TR | $21.71万 | 0.03% | 4,124 | -722 | -14.9% | -$3.80万 | 重新持有 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $21.73万 | 0.03% | 12,693 | -3,598 | -22.1% | -$6.16万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $21.89万 | 0.03% | 8,576 | 279 | 3.4% | $7,123 | 加仓 |
| MGK | VANGUARD WORLD FD | $21.90万 | 0.03% | 596 | -2,275 | -79.2% | -$83.59万 | 减仓 |
| INOD | INNODATA INC | $21.92万 | 0.03% | 5,675 | -100 | -1.7% | -$3,862 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $21.97万 | 0.03% | 6,458 | 6,458 | — | $21.97万 | 新建仓 |
| NLR | VANECK ETF TRUST | $22.04万 | 0.03% | 1,655 | -345 | -17.2% | -$4.60万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $22.20万 | 0.03% | 8,342 | -1,596 | -16.1% | -$4.25万 | 减仓 |
| COP | CONOCOPHILLIPS | $22.35万 | 0.03% | 1,693 | -5,253 | -75.6% | -$69.34万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $22.36万 | 0.03% | 2,155 | -2,619 | -54.9% | -$27.17万 | 减仓 |
| — | UNITED STS GASOLINE FD LP | $22.37万 | 0.03% | 2,165 | 2,165 | — | $22.37万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $22.38万 | 0.03% | 3,111 | 3,111 | — | $22.38万 | 新建仓 |
| EFA | ISHARES TR | $22.42万 | 0.03% | 2,308 | -2,093 | -47.6% | -$20.33万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $22.95万 | 0.03% | 5,973 | -668 | -10.1% | -$2.57万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $23.15万 | 0.03% | 4,817 | -1,104 | -18.6% | -$5.31万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $23.15万 | 0.03% | 2,337 | 2,337 | — | $23.15万 | 新建仓 |
| PNOV | INNOVATOR ETFS TRUST | $23.16万 | 0.03% | 5,669 | -474 | -7.7% | -$1.94万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $23.34万 | 0.03% | 5,820 | -775 | -11.8% | -$3.11万 | 减仓 |
| ACWV | ISHARES INC | $23.36万 | 0.03% | 1,955 | -666 | -25.4% | -$7.96万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.51万 | 0.03% | 8,439 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $23.54万 | 0.03% | 797 | 797 | — | $23.54万 | 新建仓 |
| BUG | GLOBAL X FDS | $23.57万 | 0.03% | 9,385 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $23.60万 | 0.03% | 245 | -1 | -0.4% | -$963 | 减仓 |
| CAH | CARDINAL HEALTH INC | $23.64万 | 0.03% | 1,119 | -109 | -8.9% | -$2.30万 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $23.65万 | 0.03% | 31,445 | -4,015 | -11.3% | -$3.02万 | 减仓 |
| CDC | VICTORY PORTFOLIOS II | $23.66万 | 0.03% | 3,312 | -91 | -2.7% | -$6,499 | 减仓 |
| SDY | SPDR SERIES TRUST | $23.66万 | 0.03% | 1,621 | -537 | -24.9% | -$7.84万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $23.66万 | 0.03% | 5,244 | 5,244 | — | $23.66万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.66万 | 0.03% | 604 | 604 | — | $23.66万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $23.82万 | 0.03% | 3,665 | 3,665 | — | $23.82万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $23.83万 | 0.03% | 8,557 | 676 | 8.6% | $1.88万 | 重新持有 |
| DFLV | DIMENSIONAL ETF TRUST | $23.89万 | 0.03% | 6,689 | 6,689 | — | $23.89万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $23.91万 | 0.03% | 3,101 | 3,101 | — | $23.91万 | 新建仓 |
| SHEL | SHELL PLC | $23.94万 | 0.03% | 2,574 | -5,006 | -66.0% | -$46.56万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $24.00万 | 0.03% | 7,395 | 505 | 7.3% | $1.64万 | 加仓 |
| — | NXG NEXTGEN INFRASTR INCM FD | $24.02万 | 0.03% | 4,373 | 4,373 | — | $24.02万 | 新建仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $24.25万 | 0.03% | 13,193 | 13,193 | — | $24.25万 | 新建仓 |
| TLH | ISHARES TR | $24.50万 | 0.04% | 2,432 | 2,432 | — | $24.50万 | 新建仓 |
| SYK | STRYKER CORPORATION | $24.52万 | 0.04% | 746 | 81 | 12.2% | $2.66万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $24.59万 | 0.04% | 9,928 | 1,204 | 13.8% | $2.98万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.65万 | 0.04% | 1,017 | -212 | -17.2% | -$5.14万 | 减仓 |
| MO | ALTRIA GROUP INC | $24.66万 | 0.04% | 3,737 | -1,741 | -31.8% | -$11.49万 | 减仓 |
| MP | MP MATERIALS CORP | $24.76万 | 0.04% | 5,130 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $24.79万 | 0.04% | 773 | 773 | — | $24.79万 | 新建仓 |
| BAR | GRANITESHARES GOLD TR | $24.93万 | 0.04% | 5,404 | 629 | 13.2% | $2.90万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $25.00万 | 0.04% | 16,929 | 6,550 | 63.1% | $9.67万 | 加仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $25.11万 | 0.04% | 6,112 | -1,326 | -17.8% | -$5.45万 | 减仓 |
| IBDR | ISHARES TR | $25.17万 | 0.04% | 10,385 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $25.19万 | 0.04% | 2,410 | -295 | -10.9% | -$3.08万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $25.31万 | 0.04% | 10,204 | -1,596 | -13.5% | -$3.96万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $25.37万 | 0.04% | 15,129 | -187 | -1.2% | -$3,136 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $25.72万 | 0.04% | 951 | 951 | — | $25.72万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $25.91万 | 0.04% | 3,610 | 99 | 2.8% | $7,104 | 加仓 |
| IYK | ISHARES TR | $26.12万 | 0.04% | 3,730 | -733 | -16.4% | -$5.13万 | 减仓 |
| DON | WISDOMTREE TR | $26.47万 | 0.04% | 5,038 | -188 | -3.6% | -$9,877 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.49万 | 0.04% | 9,070 | 562 | 6.6% | $1.64万 | 加仓 |
| DAL | DELTA AIR LINES INC | $26.51万 | 0.04% | 3,988 | -75 | -1.8% | -$4,986 | 减仓 |
| VO | VANGUARD INDEX FDS | $26.67万 | 0.04% | 929 | 30 | 3.3% | $8,613 | 加仓 |
| TFC | TRUIST FINL CORP | $26.69万 | 0.04% | 5,806 | 266 | 4.8% | $1.22万 | 加仓 |
| IEI | ISHARES TR | $26.84万 | 0.04% | 2,263 | -166 | -6.8% | -$1.97万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $26.98万 | 0.04% | 3,613 | -170 | -4.5% | -$1.27万 | 减仓 |
| BX | BLACKSTONE INC | $27.03万 | 0.04% | 2,351 | -423 | -15.2% | -$4.86万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $27.14万 | 0.04% | 7,856 | 7,856 | — | $27.14万 | 新建仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $27.38万 | 0.04% | 3,150 | 3,150 | — | $27.38万 | 新建仓 |
| CSX | CSX CORP | $27.42万 | 0.04% | 6,680 | 938 | 16.3% | $3.85万 | 加仓 |
| — | HONEYWELL INTL INC | $27.57万 | 0.04% | 1,220 | 56 | 4.8% | $1.27万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $27.59万 | 0.04% | 2,199 | 569 | 34.9% | $7.14万 | 加仓 |
| EXC | EXELON CORP | $27.64万 | 0.04% | 5,639 | 19 | 0.3% | $931 | 加仓 |
| MMM | 3M CO | $27.67万 | 0.04% | 1,905 | -99 | -4.9% | -$1.44万 | 减仓 |
| DTE | DTE ENERGY CO | $27.90万 | 0.04% | 1,908 | -298 | -13.5% | -$4.36万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $27.95万 | 0.04% | 1,377 | -367 | -21.0% | -$7.45万 | 减仓 |
| ONON | ON HLDG AG | $28.24万 | 0.04% | 8,300 | -1,000 | -10.8% | -$3.40万 | 减仓 |
| DVY | ISHARES TR | $28.26万 | 0.04% | 1,867 | -652 | -25.9% | -$9.87万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $28.30万 | 0.04% | 5,665 | -2,307 | -28.9% | -$11.52万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $28.40万 | 0.04% | 2,038 | 6 | 0.3% | $836 | 加仓 |
| BOND | PIMCO ETF TR | $28.50万 | 0.04% | 3,088 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $28.73万 | 0.04% | 4,586 | 974 | 27.0% | $6.10万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $28.94万 | 0.04% | 3,102 | -171 | -5.2% | -$1.60万 | 重新持有 |
| — | WARNER BROS DISCOVERY INC | $29.21万 | 0.04% | 10,639 | -40 | -0.4% | -$1,098 | 重新持有 |
| FPEI | FIRST TR EXCH TRADED FD III | $29.29万 | 0.04% | 15,416 | 15 | 0.1% | $285 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $29.43万 | 0.04% | 18,532 | -1,659 | -8.2% | -$2.63万 | 减仓 |
| ENB | ENBRIDGE INC | $29.48万 | 0.04% | 5,445 | -13,916 | -71.9% | -$75.34万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $29.71万 | 0.04% | 11,297 | -130 | -1.1% | -$3,419 | 减仓 |
| PWR | QUANTA SVCS INC | $29.88万 | 0.04% | 544 | -144 | -20.9% | -$7.91万 | 减仓 |
| IWB | ISHARES TR | $29.90万 | 0.04% | 839 | 1 | 0.1% | $356 | 加仓 |
| CRWV | COREWEAVE INC | $30.33万 | 0.04% | 3,915 | 3,915 | — | $30.33万 | 新建仓 |
| SHLD | GLOBAL X FDS | $30.41万 | 0.04% | 4,293 | 4,293 | — | $30.41万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $30.43万 | 0.04% | 2,827 | -692 | -19.7% | -$7.45万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.46万 | 0.04% | 5,636 | -1,806 | -24.3% | -$9.76万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $30.64万 | 0.04% | 17,201 | 1,665 | 10.7% | $2.97万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $31.40万 | 0.05% | 7,691 | -37 | -0.5% | -$1,511 | 减仓 |
| IWY | ISHARES TR | $31.46万 | 0.05% | 1,264 | 127 | 11.2% | $3.16万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $31.47万 | 0.05% | 6,595 | 1,460 | 28.4% | $6.97万 | 加仓 |
| DABS | DOUBLELINE ETF TRUST | $31.62万 | 0.05% | 6,226 | 6,226 | — | $31.62万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $31.77万 | 0.05% | 12,390 | -31,261 | -71.6% | -$80.15万 | 重新持有 |
| REMX | VANECK ETF TRUST | $31.79万 | 0.05% | 3,613 | 3,613 | — | $31.79万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $32.02万 | 0.05% | 1,368 | 60 | 4.6% | $1.40万 | 加仓 |
| GRNY | TIDAL TRUST I | $32.13万 | 0.05% | 13,460 | 3,675 | 37.6% | $8.77万 | 加仓 |
| ETN | EATON CORP PLC | $32.25万 | 0.05% | 902 | -601 | -40.0% | -$21.49万 | 减仓 |