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 |
|---|---|---|---|---|---|---|---|---|
| DXJ | WISDOMTREE TR | $59.18万 | 0.09% | 3,732 | -10 | -0.3% | -$1,586 | 减仓 |
| URI | UNITED RENTALS INC | $59.38万 | 0.09% | 815 | 30 | 3.8% | $2.19万 | 加仓 |
| AGG | ISHARES TR | $59.44万 | 0.09% | 5,988 | -334 | -5.3% | -$3.32万 | 减仓 |
| IJT | ISHARES TR | $59.59万 | 0.09% | 4,118 | -160 | -3.7% | -$2.32万 | 减仓 |
| F | FORD MTR CO | $60.26万 | 0.09% | 52,218 | -3,461 | -6.2% | -$3.99万 | 减仓 |
| TFLO | ISHARES TR | $61.90万 | 0.09% | 12,226 | -4,740 | -27.9% | -$24.00万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $61.97万 | 0.09% | 21,554 | -4,430 | -17.0% | -$12.74万 | 减仓 |
| KBE | SPDR SERIES TRUST | $62.06万 | 0.09% | 10,421 | -212 | -2.0% | -$1.26万 | 减仓 |
| ETR | ENTERGY CORP NEW | $62.21万 | 0.09% | 5,536 | 239 | 4.5% | $2.69万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $62.60万 | 0.09% | 7,058 | 148 | 2.1% | $1.31万 | 加仓 |
| IAU | ISHARES GOLD TR | $64.96万 | 0.09% | 7,368 | 662 | 9.9% | $5.84万 | 加仓 |
| SHY | ISHARES TR | $66.91万 | 0.10% | 8,103 | 776 | 10.6% | $6.41万 | 加仓 |
| XBI | SPDR SERIES TRUST | $66.97万 | 0.10% | 5,243 | -198 | -3.6% | -$2.53万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $67.15万 | 0.10% | 3,091 | 80 | 2.7% | $1.74万 | 加仓 |
| LAZ | LAZARD INC | $68.35万 | 0.10% | 22,278 | -8,876 | -28.5% | -$27.23万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $68.73万 | 0.10% | 1,484 | -73 | -4.7% | -$3.38万 | 减仓 |
| GEV | GE VERNOVA INC | $68.79万 | 0.10% | 788 | -286 | -26.6% | -$24.97万 | 减仓 |
| FXI | ISHARES TR | $68.94万 | 0.10% | 19,202 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $69.01万 | 0.10% | 7,154 | 2,609 | 57.4% | $25.17万 | 加仓 |
| VGT | VANGUARD WORLD FD | $69.08万 | 0.10% | 990 | 62 | 6.7% | $4.33万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $69.16万 | 0.10% | 3,539 | -1,320 | -27.2% | -$25.80万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $69.62万 | 0.10% | 20,448 | -328 | -1.6% | -$1.12万 | 减仓 |
| OEF | ISHARES TR | $69.96万 | 0.10% | 2,200 | -514 | -18.9% | -$16.35万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $71.43万 | 0.10% | 14,619 | -15,940 | -52.2% | -$77.88万 | 减仓 |
| PFE | PFIZER INC | $72.13万 | 0.10% | 25,687 | -5,843 | -18.5% | -$16.41万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $72.59万 | 0.10% | 5,531 | -409 | -6.9% | -$5.37万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $73.98万 | 0.11% | 19,566 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $74.87万 | 0.11% | 9,649 | -2,403 | -19.9% | -$18.65万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $74.93万 | 0.11% | 10,175 | -321 | -3.1% | -$2.36万 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $75.46万 | 0.11% | 11,473 | 8,260 | 257.1% | $54.33万 | 加仓 |
| IEMG | ISHARES INC | $76.70万 | 0.11% | 10,996 | 6,390 | 138.7% | $44.57万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $77.37万 | 0.11% | 3,718 | -159 | -4.1% | -$3.31万 | 减仓 |
| NFLX | NETFLIX INC. | $78.16万 | 0.11% | 8,129 | 2,778 | 51.9% | $26.71万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $79.91万 | 0.11% | 4,885 | -241 | -4.7% | -$3.94万 | 减仓 |
| KXI | ISHARES TR | $79.99万 | 0.11% | 11,937 | 150 | 1.3% | $1.01万 | 加仓 |
| ONEV | SPDR SERIES TRUST | $80.00万 | 0.11% | 5,962 | -471 | -7.3% | -$6.32万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $80.26万 | 0.12% | 38,293 | -126 | -0.3% | -$2,641 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $81.20万 | 0.12% | 3,001 | -648 | -17.8% | -$17.53万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $81.22万 | 0.12% | 17,234 | -137 | -0.8% | -$6,457 | 减仓 |
| BAC | BANK AMERICA CORP | $81.37万 | 0.12% | 16,691 | -2,088 | -11.1% | -$10.18万 | 减仓 |
| MRK | MERCK & CO INC | $82.27万 | 0.12% | 6,839 | -8,929 | -56.6% | -$107.41万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $82.30万 | 0.12% | 2,947 | 235 | 8.7% | $6.56万 | 加仓 |
| KO | COCA COLA CO | $82.44万 | 0.12% | 10,841 | -879 | -7.5% | -$6.68万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $83.13万 | 0.12% | 4,557 | -8 | -0.2% | -$1,459 | 减仓 |
| WMB | WILLIAMS COS INC | $83.37万 | 0.12% | 11,454 | -1,449 | -11.2% | -$10.55万 | 减仓 |
| GUNR | FLEXSHARES TR | $83.42万 | 0.12% | 15,124 | 426 | 2.9% | $2.35万 | 加仓 |
| IUSG | ISHARES TR | $83.88万 | 0.12% | 5,408 | -4 | -0.1% | -$620 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $83.96万 | 0.12% | 6,412 | 7 | 0.1% | $917 | 加仓 |
| IGSB | ISHARES TR | $84.09万 | 0.12% | 16,000 | 1,807 | 12.7% | $9.50万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $84.93万 | 0.12% | 9,144 | 724 | 8.6% | $6.72万 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $85.46万 | 0.12% | 28,056 | -3,785 | -11.9% | -$11.53万 | 减仓 |
| IQLT | ISHARES TR | $86.10万 | 0.12% | 18,625 | -693 | -3.6% | -$3.20万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $86.45万 | 0.12% | 5,985 | -806 | -11.9% | -$11.64万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $86.47万 | 0.12% | 17,359 | -530 | -3.0% | -$2.64万 | 减仓 |
| IBB | ISHARES TR | $88.30万 | 0.13% | 5,229 | -106 | -2.0% | -$1.79万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $88.58万 | 0.13% | 9,231 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $88.73万 | 0.13% | 1,808 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $89.01万 | 0.13% | 11,532 | -3,790 | -24.7% | -$29.25万 | 减仓 |
| CMI | CUMMINS INC | $89.69万 | 0.13% | 1,667 | 8 | 0.5% | $4,304 | 加仓 |
| IWF | ISHARES TR | $90.02万 | 0.13% | 2,111 | 72 | 3.5% | $3.07万 | 加仓 |
| EWC | ISHARES INC | $90.93万 | 0.13% | 16,596 | -378 | -2.2% | -$2.07万 | 重新持有 |
| — | ALPS ETF TR | $91.36万 | 0.13% | 36,170 | -489 | -1.3% | -$1.24万 | 减仓 |
| CFO | VICTORY PORTFOLIOS II | $91.64万 | 0.13% | 12,359 | 12 | 0.1% | $890 | 加仓 |
| V | VISA INC | $92.28万 | 0.13% | 3,053 | -196 | -6.0% | -$5.92万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $92.29万 | 0.13% | 12,533 | -2,382 | -16.0% | -$17.54万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $93.74万 | 0.13% | 8,361 | -6,866 | -45.1% | -$76.97万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $94.05万 | 0.14% | 4,623 | 207 | 4.7% | $4.21万 | 加仓 |
| AMAT | APPLIED MATLS INC | $95.75万 | 0.14% | 2,801 | -173 | -5.8% | -$5.91万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $96.67万 | 0.14% | 3,858 | -856 | -18.2% | -$21.45万 | 减仓 |
| IJH | ISHARES TR | $97.29万 | 0.14% | 14,406 | -430 | -2.9% | -$2.90万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $99.09万 | 0.14% | 19,672 | 442 | 2.3% | $2.23万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $99.98万 | 0.14% | 21,787 | 1,166 | 5.7% | $5.35万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $100.07万 | 0.14% | 1,183 | -46 | -3.7% | -$3.89万 | 减仓 |
| IEFA | ISHARES TR | $100.40万 | 0.14% | 11,090 | -1,640 | -12.9% | -$14.85万 | 减仓 |
| IJR | ISHARES TR | $100.48万 | 0.14% | 8,083 | -21 | -0.3% | -$2,611 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $101.30万 | 0.15% | 9,295 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $103.15万 | 0.15% | 22,022 | -1,139 | -4.9% | -$5.34万 | 减仓 |
| GWW | WW GRAINGER INC | $103.63万 | 0.15% | 950 | -1 | -0.1% | -$1,091 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $103.75万 | 0.15% | 1,041 | 115 | 12.4% | $11.46万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $104.21万 | 0.15% | 18,418 | -4,533 | -19.8% | -$25.65万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $104.63万 | 0.15% | 20,875 | -915 | -4.2% | -$4.59万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $107.94万 | 0.16% | 9,737 | -1,279 | -11.6% | -$14.18万 | 减仓 |
| HD | HOME DEPOT INC | $111.86万 | 0.16% | 3,401 | -5,966 | -63.7% | -$196.23万 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $112.74万 | 0.16% | 7,270 | 1,956 | 36.8% | $30.33万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $113.12万 | 0.16% | 29,110 | 12,836 | 78.9% | $49.88万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $113.67万 | 0.16% | 5,923 | -551 | -8.5% | -$10.57万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $114.20万 | 0.16% | 15,843 | 7,564 | 91.4% | $54.52万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $117.39万 | 0.17% | 23,109 | -2,283 | -9.0% | -$11.60万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $119.99万 | 0.17% | 14,479 | 900 | 6.6% | $7.46万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $120.65万 | 0.17% | 5,610 | -366 | -6.1% | -$7.87万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $124.89万 | 0.18% | 15,797 | 305 | 2.0% | $2.41万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $126.39万 | 0.18% | 12,909 | -870 | -6.3% | -$8.52万 | 减仓 |
| SLV | ISHARES SILVER TR | $127.07万 | 0.18% | 18,649 | -5,401 | -22.5% | -$36.80万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $127.11万 | 0.18% | 20,475 | -479 | -2.3% | -$2.97万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $128.21万 | 0.18% | 27,330 | -111 | -0.4% | -$5,207 | 减仓 |
| CAT | CATERPILLAR INC | $128.92万 | 0.19% | 1,820 | -489 | -21.2% | -$34.64万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $129.06万 | 0.19% | 15,743 | 13 | 0.1% | $1,066 | 加仓 |
| PTLC | PACER FDS TR | $130.58万 | 0.19% | 24,892 | -12,511 | -33.4% | -$65.63万 | 减仓 |
| CWB | SPDR SERIES TRUST | $132.69万 | 0.19% | 14,499 | -1,753 | -10.8% | -$16.04万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $133.04万 | 0.19% | 6,781 | -1,477 | -17.9% | -$28.98万 | 减仓 |