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 |
|---|---|---|---|---|---|---|---|---|
| DSL | DOUBLELINE INCOME SOLUTIONS | $31.31万 | 0.05% | 28,313 | -1,961 | -6.5% | -$2.17万 | 减仓 |
| — | NXG NEXTGEN INFRASTR INCM FD | $31.44万 | 0.05% | 4,858 | 485 | 11.1% | $3.14万 | 加仓 |
| MUB | ISHARES TR | $31.48万 | 0.05% | 2,925 | -672 | -18.7% | -$7.23万 | 减仓 |
| EZU | ISHARES INC | $31.61万 | 0.05% | 4,548 | -38 | -0.8% | -$2,641 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.79万 | 0.05% | 1,130 | 113 | 11.1% | $3.18万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $31.82万 | 0.05% | 7,228 | -463 | -6.0% | -$2.04万 | 减仓 |
| IEF | ISHARES TR | $32.05万 | 0.05% | 3,389 | -2,567 | -43.1% | -$24.28万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $32.30万 | 0.05% | 8,170 | 1,481 | 22.1% | $5.86万 | 加仓 |
| IWB | ISHARES TR | $32.31万 | 0.05% | 789 | -50 | -6.0% | -$2.05万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $32.65万 | 0.05% | 8,272 | -5,513 | -40.0% | -$21.76万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $32.78万 | 0.05% | 5,213 | -3,796 | -42.1% | -$23.87万 | 重新持有 |
| BA | BOEING CO | $32.87万 | 0.05% | 1,518 | -986 | -39.4% | -$21.35万 | 减仓 |
| HSY | HERSHEY CO | $32.93万 | 0.05% | 1,877 | 1,877 | — | $32.93万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $32.95万 | 0.05% | 6,374 | 1,130 | 21.5% | $5.84万 | 加仓 |
| IJH | ISHARES TR | $33.10万 | 0.05% | 4,293 | -10,113 | -70.2% | -$77.97万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $33.14万 | 0.05% | 1,200 | -955 | -44.3% | -$26.37万 | 减仓 |
| — | PACER FDS TR | $33.31万 | 0.05% | 9,470 | -1,352 | -12.5% | -$4.75万 | 重新持有 |
| CSX | CSX CORP | $33.48万 | 0.05% | 7,044 | 364 | 5.4% | $1.73万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $33.88万 | 0.05% | 10,668 | -3,634 | -25.4% | -$11.54万 | 减仓 |
| BUG | GLOBAL X FDS | $34.30万 | 0.05% | 8,981 | -404 | -4.3% | -$1.54万 | 减仓 |
| CRM | SALESFORCE INC | $34.36万 | 0.05% | 2,193 | -337 | -13.3% | -$5.28万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $34.42万 | 0.05% | 11,458 | -2,100 | -15.5% | -$6.31万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $34.57万 | 0.05% | 19,280 | 748 | 4.0% | $1.34万 | 加仓 |
| REMX | VANECK ETF TRUST | $34.61万 | 0.05% | 3,911 | 298 | 8.2% | $2.64万 | 加仓 |
| ASML | ASML HLDG NV | $34.62万 | 0.05% | 174 | -166 | -48.8% | -$33.02万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $35.28万 | 0.05% | 2,905 | -197 | -6.4% | -$2.39万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $35.31万 | 0.05% | 1,112 | 305 | 37.8% | $9.68万 | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $35.40万 | 0.05% | 12,028 | -362 | -2.9% | -$1.07万 | 减仓 |
| WM | WASTE MGMT INC DEL | $35.49万 | 0.05% | 1,592 | -142 | -8.2% | -$3.17万 | 减仓 |
| F | FORD MTR CO | $35.70万 | 0.05% | 25,685 | -26,533 | -50.8% | -$36.88万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $35.73万 | 0.05% | 8,793 | 937 | 11.9% | $3.81万 | 加仓 |
| EMR | EMERSON ELEC CO | $35.80万 | 0.05% | 2,501 | -377 | -13.1% | -$5.40万 | 减仓 |
| IBB | ISHARES TR | $36.13万 | 0.05% | 1,900 | -3,329 | -63.7% | -$63.31万 | 减仓 |
| DAL | DELTA AIR LINES INC | $36.35万 | 0.05% | 3,881 | -107 | -2.7% | -$1.00万 | 减仓 |
| INOD | INNODATA INC | $36.85万 | 0.05% | 4,875 | -800 | -14.1% | -$6.05万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $36.97万 | 0.05% | 2,173 | -175 | -7.5% | -$2.98万 | 重新持有 |
| VLO | VALERO ENERGY CORP | $37.30万 | 0.05% | 1,432 | -260 | -15.4% | -$6.77万 | 重新持有 |
| RJF | RAYMOND JAMES FINL INC | $37.34万 | 0.05% | 2,456 | -101 | -3.9% | -$1.54万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $37.40万 | 0.05% | 4,119 | -11,678 | -73.9% | -$106.02万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $37.68万 | 0.06% | 6,828 | -1,066 | -13.5% | -$5.88万 | 减仓 |
| ETR | ENTERGY CORP NEW | $38.15万 | 0.06% | 3,321 | -2,215 | -40.0% | -$25.44万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $38.41万 | 0.06% | 20,706 | 3,505 | 20.4% | $6.50万 | 加仓 |
| KR | KROGER CO | $38.62万 | 0.06% | 6,956 | 2,194 | 46.1% | $12.18万 | 加仓 |
| IXUS | ISHARES TR | $39.35万 | 0.06% | 4,123 | 111 | 2.8% | $1.06万 | 加仓 |
| TBIL | RBB FD INC | $39.86万 | 0.06% | 7,994 | 259 | 3.3% | $1.29万 | 加仓 |
| AMGN | AMGEN INC | $40.23万 | 0.06% | 1,111 | -396 | -26.3% | -$14.34万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $40.98万 | 0.06% | 4,893 | 24 | 0.5% | $2,010 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $41.06万 | 0.06% | 538 | -461 | -46.1% | -$35.18万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $41.30万 | 0.06% | 19,076 | -8,345 | -30.4% | -$18.07万 | 减仓 |
| EWC | ISHARES INC | $41.69万 | 0.06% | 7,232 | -9,364 | -56.4% | -$53.98万 | 减仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $41.71万 | 0.06% | 15,676 | -2,328 | -12.9% | -$6.19万 | 减仓 |
| VPU | VANGUARD WORLD FD | $41.72万 | 0.06% | 2,131 | -6,632 | -75.7% | -$129.84万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $42.37万 | 0.06% | 8,182 | -19,148 | -70.1% | -$99.15万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $42.78万 | 0.06% | 8,445 | -97 | -1.1% | -$4,913 | 减仓 |
| URI | UNITED RENTALS INC | $43.05万 | 0.06% | 380 | -435 | -53.4% | -$49.28万 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $43.18万 | 0.06% | 9,216 | 1,444 | 18.6% | $6.77万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $43.35万 | 0.06% | 4,032 | 278 | 7.4% | $2.99万 | 加仓 |
| DIS | DISNEY WALT CO | $43.47万 | 0.06% | 4,516 | -256 | -5.4% | -$2.46万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $43.61万 | 0.06% | 2,983 | 2,983 | — | $43.61万 | 新建仓 |
| RAVI | FLEXSHARES TR | $43.72万 | 0.06% | 5,797 | -10 | -0.2% | -$754 | 减仓 |
| MBB | ISHARES TR | $43.74万 | 0.06% | 4,628 | -686 | -12.9% | -$6.48万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $45.04万 | 0.07% | 3,610 | 396 | 12.3% | $4.94万 | 加仓 |
| WIP | SPDR SERIES TRUST | $45.41万 | 0.07% | 11,528 | -1,991 | -14.7% | -$7.84万 | 减仓 |
| CALF | PACER FDS TR | $46.80万 | 0.07% | 9,246 | 666 | 7.8% | $3.37万 | 加仓 |
| VGT | VANGUARD WORLD FD | $47.01万 | 0.07% | 3,933 | -3,987 | -50.3% | -$47.66万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $47.16万 | 0.07% | 2,842 | 0 | 0.0% | — | 重新持有 |
| BE | BLOOM ENERGY CORP | $47.31万 | 0.07% | 1,563 | -952 | -37.9% | -$28.82万 | 减仓 |
| ISTB | ISHARES TR | $48.08万 | 0.07% | 9,965 | -295 | -2.9% | -$1.42万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $48.46万 | 0.07% | 5,971 | -842 | -12.4% | -$6.83万 | 减仓 |
| NFLX | NETFLIX INC. | $49.10万 | 0.07% | 6,877 | -1,252 | -15.4% | -$8.94万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $49.55万 | 0.07% | 18,131 | -1,893 | -9.5% | -$5.17万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $50.28万 | 0.07% | 9,891 | -715 | -6.7% | -$3.63万 | 减仓 |
| INDA | ISHARES TR | $50.34万 | 0.07% | 10,192 | -11,830 | -53.7% | -$58.43万 | 减仓 |
| VB | VANGUARD INDEX FDS | $50.50万 | 0.07% | 1,666 | -185 | -10.0% | -$5.61万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $50.71万 | 0.07% | 1,702 | -635 | -27.2% | -$18.92万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $51.12万 | 0.07% | 21,175 | 249 | 1.2% | $6,011 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $51.25万 | 0.08% | 5,457 | -882 | -13.9% | -$8.28万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $51.33万 | 0.08% | 5,848 | -3,296 | -36.0% | -$28.93万 | 减仓 |
| OEF | ISHARES TR | $51.77万 | 0.08% | 1,415 | -785 | -35.7% | -$28.72万 | 减仓 |
| ARKK | ARK ETF TR | $51.82万 | 0.08% | 6,412 | -783 | -10.9% | -$6.33万 | 减仓 |
| SHEL | SHELL PLC | $52.12万 | 0.08% | 6,722 | 4,148 | 161.1% | $32.16万 | 加仓 |
| SGOV | ISHARES TR | $52.33万 | 0.08% | 5,198 | -1,153 | -18.2% | -$11.61万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $53.07万 | 0.08% | 1,781 | 104 | 6.2% | $3.10万 | 加仓 |
| XME | SPDR SERIES TRUST | $53.52万 | 0.08% | 5,005 | -11,590 | -69.8% | -$123.94万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $53.71万 | 0.08% | 9,228 | 178 | 2.0% | $1.04万 | 加仓 |
| SOXX | ISHARES TR | $55.12万 | 0.08% | 860 | -530 | -38.1% | -$33.97万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $55.19万 | 0.08% | 24,517 | 1,000 | 4.3% | $2.25万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $55.46万 | 0.08% | 3,246 | 3,246 | — | $55.46万 | 新建仓 |
| GRNY | TIDAL TRUST I | $55.73万 | 0.08% | 20,156 | 6,696 | 49.7% | $18.51万 | 加仓 |
| QLC | FLEXSHARES TR | $56.56万 | 0.08% | 6,293 | 2,013 | 47.0% | $18.09万 | 加仓 |
| MS | MORGAN STANLEY | $56.70万 | 0.08% | 2,712 | -524 | -16.2% | -$10.96万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $56.78万 | 0.08% | 9,238 | -3,641 | -28.3% | -$22.38万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $56.88万 | 0.08% | 4,493 | -1,919 | -29.9% | -$24.29万 | 减仓 |
| MTUM | ISHARES TR | $57.12万 | 0.08% | 1,666 | 77 | 4.8% | $2.64万 | 加仓 |
| SO | SOUTHERN CO | $57.16万 | 0.08% | 5,972 | 36 | 0.6% | $3,445 | 加仓 |
| GLW | CORNING INC | $57.77万 | 0.08% | 2,262 | -198 | -8.0% | -$5.06万 | 减仓 |
| AGG | ISHARES TR | $58.18万 | 0.09% | 5,878 | -110 | -1.8% | -$1.09万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $58.39万 | 0.09% | 1,726 | 2 | 0.1% | $677 | 加仓 |
| GE | GE AEROSPACE | $59.62万 | 0.09% | 1,595 | 176 | 12.4% | $6.58万 | 加仓 |
| IEMG | ISHARES INC | $59.72万 | 0.09% | 7,209 | -3,787 | -34.4% | -$31.37万 | 减仓 |