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 |
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | $32.55万 | 0.05% | 1,677 | -174 | -9.4% | -$3.38万 | 减仓 |
| DE | DEERE & CO | $32.61万 | 0.05% | 579 | 23 | 4.1% | $1.30万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $32.79万 | 0.05% | 30,274 | 1,392 | 4.8% | $1.51万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $32.87万 | 0.05% | 3,497 | 246 | 7.6% | $2.31万 | 加仓 |
| GSK | GSK PLC | $33.42万 | 0.05% | 6,055 | -4,040 | -40.0% | -$22.30万 | 减仓 |
| GLW | CORNING INC | $33.45万 | 0.05% | 2,460 | -4,428 | -64.3% | -$60.21万 | 减仓 |
| QLC | FLEXSHARES TR | $33.45万 | 0.05% | 4,280 | 442 | 11.5% | $3.45万 | 加仓 |
| FSK | FS KKR CAP CORP | $33.55万 | 0.05% | 32,955 | -20,923 | -38.8% | -$21.30万 | 减仓 |
| XAR | SPDR SERIES TRUST | $33.93万 | 0.05% | 1,336 | 304 | 29.5% | $7.72万 | 加仓 |
| BE | BLOOM ENERGY CORP | $34.08万 | 0.05% | 2,515 | 2,515 | — | $34.08万 | 新建仓 |
| NUE | NUCOR CORP | $34.46万 | 0.05% | 2,038 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $34.46万 | 0.05% | 4,762 | -421 | -8.1% | -$3.05万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $34.75万 | 0.05% | 12,105 | -26 | -0.2% | -$746 | 减仓 |
| IXUS | ISHARES TR | $34.76万 | 0.05% | 4,012 | -21 | -0.5% | -$1,819 | 减仓 |
| SNDK | SANDISK CORP | $35.01万 | 0.05% | 551 | 551 | — | $35.01万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $35.50万 | 0.05% | 3,214 | 127 | 4.1% | $1.40万 | 加仓 |
| PEP | PEPSICO INC | $35.82万 | 0.05% | 2,307 | -2 | -0.1% | -$311 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $35.95万 | 0.05% | 7,173 | -1,393 | -16.3% | -$6.98万 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $36.23万 | 0.05% | 7,772 | -13,379 | -63.3% | -$62.36万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $36.23万 | 0.05% | 16,288 | 2,700 | 19.9% | $6.01万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $36.53万 | 0.05% | 13,558 | -9,050 | -40.0% | -$24.39万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $36.57万 | 0.05% | 4,869 | 4,869 | — | $36.57万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $36.93万 | 0.05% | 3,754 | -1,684 | -31.0% | -$16.57万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $37.02万 | 0.05% | 2,557 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $37.06万 | 0.05% | 742 | -112 | -13.1% | -$5.59万 | 减仓 |
| EMR | EMERSON ELEC CO | $37.71万 | 0.05% | 2,878 | -175 | -5.7% | -$2.29万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $37.84万 | 0.05% | 2,360 | -17 | -0.7% | -$2,725 | 减仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $37.99万 | 0.05% | 14,302 | -778 | -5.2% | -$2.07万 | 减仓 |
| MTUM | ISHARES TR | $38.13万 | 0.05% | 1,589 | 29 | 1.9% | $6,960 | 加仓 |
| ARCC | ARES CAPITAL CORP | $38.17万 | 0.05% | 21,182 | 1,908 | 9.9% | $3.44万 | 加仓 |
| MUB | ISHARES TR | $38.18万 | 0.05% | 3,597 | -423 | -10.5% | -$4.49万 | 减仓 |
| PTNQ | PACER FDS TR | $38.37万 | 0.06% | 5,259 | -3,300 | -38.6% | -$24.08万 | 减仓 |
| CALF | PACER FDS TR | $38.50万 | 0.06% | 8,580 | -174 | -2.0% | -$7,808 | 减仓 |
| TBIL | RBB FD INC | $38.57万 | 0.06% | 7,735 | -6,991 | -47.5% | -$34.86万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $38.70万 | 0.06% | 2,613 | -195 | -6.9% | -$2.89万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $39.02万 | 0.06% | 999 | -214 | -17.6% | -$8.36万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $39.50万 | 0.06% | 562 | -2,538 | -81.9% | -$178.36万 | 减仓 |
| WM | WASTE MGMT INC DEL | $39.85万 | 0.06% | 1,734 | -61 | -3.4% | -$1.40万 | 减仓 |
| GE | GE AEROSPACE | $40.26万 | 0.06% | 1,419 | -316 | -18.2% | -$8.96万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $40.36万 | 0.06% | 3,905 | -1,466 | -27.3% | -$15.15万 | 减仓 |
| FEGE | RBB FUND TRUST | $41.28万 | 0.06% | 8,783 | 8,783 | — | $41.28万 | 新建仓 |
| MCD | MCDONALDS CORP | $41.30万 | 0.06% | 1,329 | -718 | -35.1% | -$22.31万 | 重新持有 |
| MCK | MCKESSON CORP | $41.57万 | 0.06% | 480 | -39 | -7.5% | -$3.38万 | 减仓 |
| INTC | INTEL CORP | $42.08万 | 0.06% | 9,536 | -5,011 | -34.4% | -$22.11万 | 减仓 |
| — | INVESCO TR INVT GRADE MUNS | $42.08万 | 0.06% | 42,637 | -11,846 | -21.7% | -$11.69万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $42.43万 | 0.06% | 39,000 | 21,868 | 127.6% | $23.79万 | 加仓 |
| EWZ | ISHARES INC | $42.55万 | 0.06% | 11,083 | -585 | -5.0% | -$2.25万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $42.70万 | 0.06% | 8,542 | 2 | 0.0% | $100 | 加仓 |
| DGRW | WISDOMTREE TR | $43.48万 | 0.06% | 4,950 | -1,157 | -18.9% | -$10.16万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $43.70万 | 0.06% | 7,894 | 7,894 | — | $43.70万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $43.75万 | 0.06% | 19,037 | -11,799 | -38.3% | -$27.11万 | 减仓 |
| RAVI | FLEXSHARES TR | $43.79万 | 0.06% | 5,807 | 729 | 14.4% | $5.50万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $44.50万 | 0.06% | 4,147 | 1,237 | 42.5% | $13.27万 | 加仓 |
| ASML | ASML HLDG NV | $44.92万 | 0.06% | 340 | 60 | 21.4% | $7.93万 | 加仓 |
| ICVT | ISHARES TR | $45.44万 | 0.07% | 4,464 | 302 | 7.3% | $3.07万 | 加仓 |
| SOXX | ISHARES TR | $45.68万 | 0.07% | 1,390 | -119 | -7.9% | -$3.91万 | 减仓 |
| ALL | ALLSTATE CORP | $45.78万 | 0.07% | 2,208 | -85 | -3.7% | -$1.76万 | 减仓 |
| DIS | DISNEY WALT CO | $45.99万 | 0.07% | 4,772 | -560 | -10.5% | -$5.40万 | 减仓 |
| C | CITIGROUP INC | $47.02万 | 0.07% | 4,146 | 21 | 0.5% | $2,382 | 重新持有 |
| CRM | SALESFORCE INC | $47.22万 | 0.07% | 2,530 | 339 | 15.5% | $6.33万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $47.72万 | 0.07% | 5,620 | -129 | -2.2% | -$1.10万 | 减仓 |
| VB | VANGUARD INDEX FDS | $48.48万 | 0.07% | 1,851 | -186 | -9.1% | -$4.87万 | 减仓 |
| ARKK | ARK ETF TR | $48.63万 | 0.07% | 7,195 | -4,331 | -37.6% | -$29.27万 | 减仓 |
| EUFN | ISHARES TR | $48.68万 | 0.07% | 13,969 | -2,034 | -12.7% | -$7.09万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $49.20万 | 0.07% | 5,092 | -43 | -0.8% | -$4,155 | 减仓 |
| ISTB | ISHARES TR | $49.72万 | 0.07% | 10,260 | 866 | 9.2% | $4.20万 | 加仓 |
| BA | BOEING CO | $49.84万 | 0.07% | 2,504 | -336 | -11.8% | -$6.69万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $50.32万 | 0.07% | 2,576 | 120 | 4.9% | $2.34万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $50.45万 | 0.07% | 23,517 | -4,285 | -15.4% | -$9.19万 | 减仓 |
| MBB | ISHARES TR | $50.46万 | 0.07% | 5,314 | 1,597 | 43.0% | $15.16万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $50.60万 | 0.07% | 10,904 | 1,775 | 19.4% | $8.24万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $50.79万 | 0.07% | 20,926 | -35,481 | -62.9% | -$86.11万 | 减仓 |
| MOAT | VANECK ETF TRUST | $51.14万 | 0.07% | 5,289 | -3,944 | -42.7% | -$38.14万 | 减仓 |
| TGT | TARGET CORP | $51.90万 | 0.07% | 4,282 | -1,013 | -19.1% | -$12.28万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $52.01万 | 0.07% | 21,691 | -2,850 | -11.6% | -$6.83万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $52.14万 | 0.07% | 1,724 | -445 | -20.5% | -$13.46万 | 重新持有 |
| SAMT | ADVISORS INNER CIRCLE FD III | $52.37万 | 0.08% | 13,335 | 13,335 | — | $52.37万 | 新建仓 |
| FDMO | FIDELITY COVINGTON TRUST | $52.71万 | 0.08% | 6,580 | 1,733 | 35.8% | $13.88万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $52.98万 | 0.08% | 9,050 | -388 | -4.1% | -$2.27万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $53.00万 | 0.08% | 10,606 | 6,020 | 131.3% | $30.08万 | 重新持有 |
| AMGN | AMGEN INC | $53.02万 | 0.08% | 1,507 | -91 | -5.7% | -$3.20万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $53.12万 | 0.08% | 18,501 | -2,624 | -12.4% | -$7.53万 | 减仓 |
| MS | MORGAN STANLEY | $53.25万 | 0.08% | 3,236 | -271 | -7.7% | -$4.46万 | 减仓 |
| WIP | SPDR SERIES TRUST | $53.54万 | 0.08% | 13,519 | 3 | 0.0% | $119 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $54.20万 | 0.08% | 8,648 | -3,971 | -31.5% | -$24.89万 | 减仓 |
| PAAA | PGIM ETF TR | $54.22万 | 0.08% | 10,594 | 1,280 | 13.7% | $6.55万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $54.53万 | 0.08% | 20,024 | -12,284 | -38.0% | -$33.45万 | 减仓 |
| TLT | ISHARES TR | $54.57万 | 0.08% | 6,295 | 2,868 | 83.7% | $24.86万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $54.75万 | 0.08% | 4,177 | -8,714 | -67.6% | -$114.21万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $54.77万 | 0.08% | 13,785 | -184 | -1.3% | -$7,310 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $55.15万 | 0.08% | 6,813 | -34 | -0.5% | -$2,752 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $55.20万 | 0.08% | 15,536 | 6,405 | 70.1% | $22.76万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $56.11万 | 0.08% | 1,376 | -190 | -12.1% | -$7.75万 | 减仓 |
| CTBI | COMMUNITY TR BANCORP INC | $56.21万 | 0.08% | 9,258 | -35 | -0.4% | -$2,125 | 减仓 |
| IEF | ISHARES TR | $56.84万 | 0.08% | 5,956 | 2,307 | 63.2% | $22.02万 | 加仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $57.05万 | 0.08% | 18,004 | 18,004 | — | $57.05万 | 新建仓 |
| SO | SOUTHERN CO | $57.29万 | 0.08% | 5,936 | -247 | -4.0% | -$2.38万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $57.31万 | 0.08% | 27,421 | 27,421 | — | $57.31万 | 新建仓 |
| RTX | RTX CORPORATION | $57.34万 | 0.08% | 2,972 | -1,595 | -34.9% | -$30.77万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $58.80万 | 0.08% | 6,339 | -2,886 | -31.3% | -$26.77万 | 减仓 |