CALTON & ASSOCIATES, INC.
Tampa FL · SEC CIK 0000822648
$6.83亿2026Q2 申报市值
419持仓数
28.4%前十大占比 · 第一大 6.1%
37 / 85新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LITE 加仓+$166.72万
VCSH 加仓+$113.22万
AEP 加仓+$110.47万
CGDV 加仓+$100.27万
VXF 新建仓+$91.92万
2026Q2 卖出最多 按季末市值估算
SGVT 减仓-$797.65万
NORTHERN LTS FD 减仓-$548.47万
VUG 减仓-$380.60万
AAPL 减仓-$377.93万
XLK 减仓-$351.32万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SEIV | SEI EXCHANGE TRADED FUNDS | $20.75万 | 0.03% | 4,322 | -2,593 | -37.5% | -$12.45万 | 重新持有 |
| SMCI | SUPER MICRO COMPUTER INC | $20.80万 | 0.03% | 7,090 | 7,090 | — | $20.80万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $20.91万 | 0.03% | 2,178 | -21 | -1.0% | -$2,016 | 减仓 |
| BX | BLACKSTONE INC | $20.93万 | 0.03% | 1,779 | -572 | -24.3% | -$6.73万 | 减仓 |
| IBDS | ISHARES TR | $21.02万 | 0.03% | 8,677 | -869 | -9.1% | -$2.10万 | 重新持有 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $21.08万 | 0.03% | 3,754 | -2,347 | -38.5% | -$13.18万 | 重新持有 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $21.29万 | 0.03% | 5,194 | 5,194 | — | $21.29万 | 新建仓 |
| BOND | PIMCO ETF TR | $21.37万 | 0.03% | 2,317 | -771 | -25.0% | -$7.11万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $21.40万 | 0.03% | 2,000 | -420 | -17.4% | -$4.49万 | 重新持有 |
| QDPL | PACER FDS TR | $21.45万 | 0.03% | 4,759 | 4,759 | — | $21.45万 | 新建仓 |
| PEP | PEPSICO INC | $21.45万 | 0.03% | 1,584 | -723 | -31.3% | -$9.79万 | 减仓 |
| QUAL | ISHARES TR | $21.55万 | 0.03% | 982 | -144 | -12.8% | -$3.16万 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $21.65万 | 0.03% | 10,285 | 10,285 | — | $21.65万 | 新建仓 |
| CTVA | CORTEVA INC | $21.71万 | 0.03% | 2,563 | 2,563 | — | $21.71万 | 新建仓 |
| DTE | DTE ENERGY CO | $21.72万 | 0.03% | 1,425 | -483 | -25.3% | -$7.36万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $21.91万 | 0.03% | 6,254 | 6,254 | — | $21.91万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $22.05万 | 0.03% | 1,393 | -3,850 | -73.4% | -$60.94万 | 减仓 |
| EUFN | ISHARES TR | $22.12万 | 0.03% | 5,674 | -8,295 | -59.4% | -$32.34万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $22.13万 | 0.03% | 4,414 | -2,759 | -38.5% | -$13.84万 | 减仓 |
| VDE | VANGUARD WORLD FD | $22.20万 | 0.03% | 1,479 | -7,065 | -82.7% | -$106.06万 | 减仓 |
| CFA | VICTORY PORTFOLIOS II | $22.44万 | 0.03% | 2,272 | 3 | 0.1% | $296 | 加仓 |
| EFA | ISHARES TR | $22.74万 | 0.03% | 2,189 | -119 | -5.2% | -$1.24万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $22.85万 | 0.03% | 4,999 | 4,999 | — | $22.85万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $22.93万 | 0.03% | 6,219 | 6,219 | — | $22.93万 | 新建仓 |
| MP | MP MATERIALS CORP | $22.96万 | 0.03% | 4,100 | -1,030 | -20.1% | -$5.77万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $23.00万 | 0.03% | 21,318 | 3,045 | 16.7% | $3.29万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $23.33万 | 0.03% | 2,571 | 248 | 10.7% | $2.25万 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $23.34万 | 0.03% | 1,374 | 1,374 | — | $23.34万 | 新建仓 |
| KNF | KNIFE RIVER CORP | $23.37万 | 0.03% | 2,794 | 2,794 | — | $23.37万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $23.45万 | 0.03% | 8,850 | 508 | 6.1% | $1.35万 | 加仓 |
| TRFK | PACER FDS TR | $23.65万 | 0.03% | 2,216 | 2,216 | — | $23.65万 | 新建仓 |
| DON | WISDOMTREE TR | $23.68万 | 0.03% | 4,190 | -848 | -16.8% | -$4.79万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $23.69万 | 0.03% | 997 | -122 | -10.9% | -$2.90万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $23.72万 | 0.03% | 2,065 | 2,065 | — | $23.72万 | 新建仓 |
| NOCT | INNOVATOR ETFS TRUST | $23.81万 | 0.03% | 3,809 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $23.84万 | 0.03% | 4,973 | -746 | -13.0% | -$3.58万 | 重新持有 |
| MDU | MDU RES GROUP INC | $23.88万 | 0.03% | 11,259 | 0 | 0.0% | — | 重新持有 |
| BNDX | VANGUARD CHARLOTTE FDS | $23.91万 | 0.04% | 4,936 | 119 | 2.5% | $5,763 | 加仓 |
| DEM | WISDOMTREE TR | $24.05万 | 0.04% | 4,472 | 229 | 5.4% | $1.23万 | 加仓 |
| DGRW | WISDOMTREE TR | $24.07万 | 0.04% | 2,517 | -2,433 | -49.2% | -$23.26万 | 减仓 |
| ADI | ANALOG DEVICES INC | $24.07万 | 0.04% | 606 | 606 | — | $24.07万 | 新建仓 |
| QCOM | QUALCOMM INC | $24.32万 | 0.04% | 1,316 | -195 | -12.9% | -$3.60万 | 重新持有 |
| ACWV | ISHARES INC | $24.42万 | 0.04% | 2,031 | 76 | 3.9% | $9,140 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $24.47万 | 0.04% | 7,656 | -42 | -0.5% | -$1,343 | 重新持有 |
| PNOV | INNOVATOR ETFS TRUST | $24.48万 | 0.04% | 5,519 | -150 | -2.6% | -$6,653 | 减仓 |
| CDC | VICTORY PORTFOLIOS II | $24.74万 | 0.04% | 3,326 | 14 | 0.4% | $1,041 | 加仓 |
| XAR | SPDR SERIES TRUST | $24.89万 | 0.04% | 877 | -459 | -34.4% | -$13.03万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.90万 | 0.04% | 258 | -346 | -57.3% | -$33.39万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $24.95万 | 0.04% | 1,579 | -1,034 | -39.6% | -$16.34万 | 减仓 |
| PSX | PHILLIPS 66 | $25.33万 | 0.04% | 1,499 | -669 | -30.9% | -$11.31万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $25.37万 | 0.04% | 494 | -248 | -33.4% | -$12.74万 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $25.41万 | 0.04% | 33,125 | 1,680 | 5.3% | $1.29万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $25.58万 | 0.04% | 10,877 | -8,160 | -42.9% | -$19.19万 | 减仓 |
| TFC | TRUIST FINL CORP | $25.60万 | 0.04% | 5,139 | -667 | -11.5% | -$3.32万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $25.68万 | 0.04% | 5,189 | 707 | 15.8% | $3.50万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $25.77万 | 0.04% | 5,350 | 5,350 | — | $25.77万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $25.78万 | 0.04% | 5,715 | 5,715 | — | $25.78万 | 新建仓 |
| EXC | EXELON CORP | $25.85万 | 0.04% | 5,545 | -94 | -1.7% | -$4,382 | 减仓 |
| FSK | FS KKR CAP CORP | $25.86万 | 0.04% | 24,632 | -8,323 | -25.3% | -$8.74万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $25.95万 | 0.04% | 4,348 | -1,288 | -22.9% | -$7.69万 | 减仓 |
| BP | BP PLC | $26.00万 | 0.04% | 7,038 | 261 | 3.9% | $9,643 | 重新持有 |
| — | WARNER BROS DISCOVERY INC | $26.16万 | 0.04% | 9,813 | -826 | -7.8% | -$2.20万 | 减仓 |
| TGT | TARGET CORP | $26.22万 | 0.04% | 2,007 | -2,275 | -53.1% | -$29.72万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.54万 | 0.04% | 8,439 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $26.58万 | 0.04% | 5,976 | 3 | 0.1% | $133 | 加仓 |
| VO | VANGUARD INDEX FDS | $26.60万 | 0.04% | 3,302 | -414 | -11.1% | -$3.34万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $26.61万 | 0.04% | 8,557 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $26.62万 | 0.04% | 6,682 | 6,682 | — | $26.62万 | 新建仓 |
| IWY | ISHARES TR | $26.62万 | 0.04% | 916 | -348 | -27.5% | -$10.11万 | 减仓 |
| DABS | DOUBLELINE ETF TRUST | $26.67万 | 0.04% | 5,262 | -964 | -15.5% | -$4.89万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $26.77万 | 0.04% | 6,655 | 60 | 0.9% | $2,414 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $26.98万 | 0.04% | 4,397 | 4,397 | — | $26.98万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $27.48万 | 0.04% | 1,038 | -330 | -24.1% | -$8.74万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $27.51万 | 0.04% | 8,121 | 726 | 9.8% | $2.46万 | 加仓 |
| TFLO | ISHARES TR | $27.59万 | 0.04% | 5,449 | -6,777 | -55.4% | -$34.31万 | 减仓 |
| TRP | TC ENERGY CORP | $27.84万 | 0.04% | 4,200 | -468 | -10.0% | -$3.10万 | 重新持有 |
| NUE | NUCOR CORP | $27.86万 | 0.04% | 1,251 | -787 | -38.6% | -$17.52万 | 减仓 |
| PTNQ | PACER FDS TR | $28.05万 | 0.04% | 3,165 | -2,094 | -39.8% | -$18.56万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $28.08万 | 0.04% | 13,657 | 964 | 7.6% | $1.98万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $28.11万 | 0.04% | 3,402 | -4,854 | -58.8% | -$40.10万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $28.12万 | 0.04% | 918 | -360 | -28.2% | -$11.03万 | 重新持有 |
| GSK | GSK PLC | $28.40万 | 0.04% | 5,418 | -637 | -10.5% | -$3.34万 | 减仓 |
| IGV | ISHARES TR | $28.41万 | 0.04% | 3,135 | -2,107 | -40.2% | -$19.09万 | 重新持有 |
| MCD | MCDONALDS CORP | $28.49万 | 0.04% | 1,054 | -275 | -20.7% | -$7.43万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $28.63万 | 0.04% | 3,103 | -394 | -11.3% | -$3.64万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $29.02万 | 0.04% | 3,065 | -85 | -2.7% | -$8,048 | 减仓 |
| MMM | 3M CO | $29.11万 | 0.04% | 1,798 | -107 | -5.6% | -$1.73万 | 减仓 |
| DVY | ISHARES TR | $29.15万 | 0.04% | 1,865 | -2 | -0.1% | -$313 | 减仓 |
| ONON | ON HLDG AG | $29.40万 | 0.04% | 8,300 | 0 | 0.0% | — | 不变 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $29.61万 | 0.04% | 15,129 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $29.98万 | 0.04% | 15,540 | 124 | 0.8% | $2,392 | 加仓 |
| C | CITIGROUP INC | $30.01万 | 0.04% | 2,144 | -2,002 | -48.3% | -$28.02万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.22万 | 0.04% | 5,244 | -1,472 | -21.9% | -$8.48万 | 重新持有 |
| ALL | ALLSTATE CORP | $30.25万 | 0.04% | 1,271 | -937 | -42.4% | -$22.30万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.38万 | 0.04% | 9,873 | 803 | 8.9% | $2.47万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $30.91万 | 0.05% | 12,280 | 12,280 | — | $30.91万 | 新建仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $31.05万 | 0.05% | 8,180 | 8,180 | — | $31.05万 | 新建仓 |
| PWR | QUANTA SVCS INC | $31.11万 | 0.05% | 432 | -112 | -20.6% | -$8.06万 | 减仓 |
| DE | DEERE & CO | $31.12万 | 0.05% | 491 | -88 | -15.2% | -$5.58万 | 减仓 |
| DXJ | WISDOMTREE TR | $31.24万 | 0.05% | 1,800 | -1,932 | -51.8% | -$33.53万 | 减仓 |