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 |
|---|---|---|---|---|---|---|---|---|
| HYG | ISHARES TR | $59.96万 | 0.09% | 7,498 | -13,042 | -63.5% | -$104.30万 | 减仓 |
| FEGE | RBB FUND TRUST | $60.39万 | 0.09% | 12,345 | 3,562 | 40.6% | $17.42万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $61.26万 | 0.09% | 2,466 | -481 | -16.3% | -$11.95万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $61.57万 | 0.09% | 6,576 | -828 | -11.2% | -$7.75万 | 重新持有 |
| VRP | INVESCO EXCH TRADED FD TR II | $61.62万 | 0.09% | 25,349 | 3,658 | 16.9% | $8.89万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $61.98万 | 0.09% | 16,635 | 1,099 | 7.1% | $4.09万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $62.55万 | 0.09% | 1,197 | -287 | -19.3% | -$15.00万 | 减仓 |
| TMFC | RBB FD INC | $63.02万 | 0.09% | 8,275 | -12,246 | -59.7% | -$93.27万 | 减仓 |
| MOAT | VANECK ETF TRUST | $63.25万 | 0.09% | 6,084 | 795 | 15.0% | $8.26万 | 加仓 |
| COP | CONOCOPHILLIPS | $63.95万 | 0.09% | 6,152 | 4,459 | 263.4% | $46.35万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $64.13万 | 0.09% | 5,383 | 291 | 5.7% | $3.47万 | 加仓 |
| KBE | SPDR SERIES TRUST | $64.39万 | 0.09% | 9,438 | -983 | -9.4% | -$6.71万 | 减仓 |
| DGT | SPDR SERIES TRUST | $64.57万 | 0.09% | 3,494 | 3,494 | — | $64.57万 | 新建仓 |
| PFE | PFIZER INC | $64.72万 | 0.09% | 26,875 | 1,188 | 4.6% | $2.86万 | 加仓 |
| IAU | ISHARES GOLD TR | $64.84万 | 0.09% | 8,587 | 1,219 | 16.5% | $9.20万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $64.85万 | 0.09% | 14,304 | -7,483 | -34.3% | -$33.93万 | 减仓 |
| XHB | SPDR SERIES TRUST | $65.16万 | 0.10% | 5,639 | 5,639 | — | $65.16万 | 新建仓 |
| IJS | ISHARES TR | $65.50万 | 0.10% | 4,792 | 4,792 | — | $65.50万 | 新建仓 |
| FXI | ISHARES TR | $66.48万 | 0.10% | 21,045 | 1,843 | 9.6% | $5.82万 | 加仓 |
| WMB | WILLIAMS COS INC | $67.61万 | 0.10% | 9,095 | -2,359 | -20.6% | -$17.54万 | 减仓 |
| — | UNITED STS GASOLINE FD LP | $67.83万 | 0.10% | 6,587 | 4,422 | 204.2% | $45.53万 | 加仓 |
| GUNR | FLEXSHARES TR | $68.76万 | 0.10% | 13,953 | -1,171 | -7.7% | -$5.77万 | 减仓 |
| IEFA | ISHARES TR | $69.74万 | 0.10% | 7,221 | -3,869 | -34.9% | -$37.37万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $70.59万 | 0.10% | 14,445 | -174 | -1.2% | -$8,503 | 减仓 |
| BAC | BANK OF AMER CORP | $70.78万 | 0.10% | 12,423 | -4,268 | -25.6% | -$24.32万 | 减仓 |
| XEL | XCEL ENERGY INC | $70.97万 | 0.10% | 8,838 | -466 | -5.0% | -$3.74万 | 重新持有 |
| PKW | INVESCO EXCHANGE TRADED FD T | $71.32万 | 0.10% | 5,034 | -497 | -9.0% | -$7.04万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $71.82万 | 0.11% | 2,106 | -254 | -10.8% | -$8.66万 | 减仓 |
| SGVT | SCHWAB STRATEGIC TR | $71.96万 | 0.11% | 7,143 | -79,179 | -91.7% | -$797.65万 | 减仓 |
| — | ALPS ETF TR | $72.14万 | 0.11% | 30,381 | -5,789 | -16.0% | -$13.75万 | 减仓 |
| IVLU | ISHARES TR | $72.85万 | 0.11% | 17,419 | 17,419 | — | $72.85万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $74.16万 | 0.11% | 1,553 | -2,491 | -61.6% | -$118.95万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $74.82万 | 0.11% | 3,079 | -12 | -0.4% | -$2,916 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $74.89万 | 0.11% | 17,995 | -20,405 | -53.1% | -$84.92万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $74.99万 | 0.11% | 2,561 | -15 | -0.6% | -$4,392 | 减仓 |
| COWG | PACER FDS TR | $75.23万 | 0.11% | 18,739 | -2,537 | -11.9% | -$10.19万 | 重新持有 |
| FEZ | SPDR INDEX SHS FDS | $75.42万 | 0.11% | 10,982 | -9,493 | -46.4% | -$65.20万 | 减仓 |
| KO | COCA COLA CO | $75.58万 | 0.11% | 9,300 | -1,541 | -14.2% | -$12.52万 | 减仓 |
| IJR | ISHARES TR | $76.23万 | 0.11% | 5,140 | -2,943 | -36.4% | -$43.64万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $76.46万 | 0.11% | 5,214 | -771 | -12.9% | -$11.31万 | 减仓 |
| IGSB | ISHARES TR | $76.60万 | 0.11% | 14,615 | -1,385 | -8.7% | -$7.26万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $78.43万 | 0.11% | 24,732 | 24,732 | — | $78.43万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $78.68万 | 0.12% | 4,454 | 4,454 | — | $78.68万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $79.18万 | 0.12% | 4,129 | -756 | -15.5% | -$14.50万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $80.67万 | 0.12% | 4,021 | -536 | -11.8% | -$10.75万 | 减仓 |
| ONEV | SPDR SERIES TRUST | $80.81万 | 0.12% | 5,649 | -313 | -5.2% | -$4.48万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $80.92万 | 0.12% | 38,800 | 507 | 1.3% | $1.06万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $81.05万 | 0.12% | 10,146 | -29 | -0.3% | -$2,317 | 减仓 |
| INTC | INTEL CORP | $81.66万 | 0.12% | 5,849 | -3,687 | -38.7% | -$51.48万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $82.08万 | 0.12% | 16,288 | -17,464 | -51.7% | -$88.00万 | 减仓 |
| IUSV | ISHARES TR | $82.46万 | 0.12% | 7,486 | 7,486 | — | $82.46万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $83.53万 | 0.12% | 13,741 | -4,677 | -25.4% | -$28.43万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $83.93万 | 0.12% | 9,818 | 6,717 | 216.6% | $57.42万 | 加仓 |
| V | VISA INC | $85.44万 | 0.13% | 2,490 | -563 | -18.4% | -$19.32万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $86.33万 | 0.13% | 23,332 | 2,884 | 14.1% | $10.67万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $86.52万 | 0.13% | 5,022 | -240 | -4.6% | -$4.13万 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $86.84万 | 0.13% | 928 | -113 | -10.9% | -$10.57万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $87.28万 | 0.13% | 7,951 | 797 | 11.1% | $8.75万 | 加仓 |
| CFO | VICTORY PORTFOLIOS II | $87.29万 | 0.13% | 10,901 | -1,458 | -11.8% | -$11.68万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $87.34万 | 0.13% | 18,525 | 1,291 | 7.5% | $6.09万 | 加仓 |
| SLV | ISHARES SILVER TR | $87.40万 | 0.13% | 16,345 | -2,304 | -12.4% | -$12.32万 | 减仓 |
| IWS | ISHARES TR | $87.85万 | 0.13% | 5,337 | 5,337 | — | $87.85万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $88.91万 | 0.13% | 3,611 | -107 | -2.9% | -$2.63万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $89.16万 | 0.13% | 17,912 | 553 | 3.2% | $2.75万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $89.34万 | 0.13% | 12,170 | -363 | -2.9% | -$2.66万 | 减仓 |
| RTX | RTX CORPORATION | $89.41万 | 0.13% | 4,713 | 1,741 | 58.6% | $33.03万 | 加仓 |
| SNDK | SANDISK CORP | $90.04万 | 0.13% | 396 | -155 | -28.1% | -$35.24万 | 减仓 |
| FDMO | FIDELITY COVINGTON TRUST | $91.39万 | 0.13% | 9,272 | 2,692 | 40.9% | $26.53万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $91.92万 | 0.13% | 3,733 | 3,733 | — | $91.92万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $93.54万 | 0.14% | 8,732 | -1,005 | -10.3% | -$10.77万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $94.44万 | 0.14% | 8,536 | -400 | -4.5% | -$4.43万 | 重新持有 |
| HUBB | HUBBELL INC | $94.59万 | 0.14% | 1,808 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $96.34万 | 0.14% | 19,566 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $96.93万 | 0.14% | 825 | 37 | 4.7% | $4.35万 | 加仓 |
| ENB | ENBRIDGE INC | $99.11万 | 0.15% | 18,283 | 12,838 | 235.8% | $69.59万 | 加仓 |
| IUSG | ISHARES TR | $100.19万 | 0.15% | 5,327 | -81 | -1.5% | -$1.52万 | 减仓 |
| HD | HOME DEPOT INC | $100.35万 | 0.15% | 2,845 | -556 | -16.3% | -$19.61万 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $100.39万 | 0.15% | 14,729 | 3,256 | 28.4% | $22.19万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $101.33万 | 0.15% | 8,685 | -1,413 | -14.0% | -$16.49万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $101.71万 | 0.15% | 20,903 | -2,206 | -9.5% | -$10.73万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $101.92万 | 0.15% | 8,690 | -605 | -6.5% | -$7.10万 | 减仓 |
| AVGO | BROADCOM INC | $102.61万 | 0.15% | 2,716 | -1,674 | -38.1% | -$63.25万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $102.94万 | 0.15% | 9,184 | -47 | -0.5% | -$5,268 | 减仓 |
| CSCO | CISCO SYS INC | $103.30万 | 0.15% | 8,794 | -855 | -8.9% | -$10.04万 | 减仓 |
| CMI | CUMMINS INC | $103.34万 | 0.15% | 1,449 | -218 | -13.1% | -$15.55万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $106.39万 | 0.16% | 11,841 | 3,193 | 36.9% | $28.69万 | 加仓 |
| MGK | VANGUARD WORLD FD | $107.14万 | 0.16% | 12,187 | 9,207 | 309.0% | $80.94万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $110.25万 | 0.16% | 1,090 | -93 | -7.9% | -$9.41万 | 减仓 |
| T | AT&T INC | $110.59万 | 0.16% | 53,425 | 351 | 0.7% | $7,266 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $116.05万 | 0.17% | 3,466 | -392 | -10.2% | -$13.12万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $116.33万 | 0.17% | 14,003 | -1,740 | -11.1% | -$14.45万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $119.54万 | 0.18% | 5,618 | -305 | -5.1% | -$6.49万 | 减仓 |
| ABBV | ABBVIE INC | $121.35万 | 0.18% | 4,822 | -1,597 | -24.9% | -$40.19万 | 减仓 |
| FLOT | ISHARES TR | $121.40万 | 0.18% | 23,781 | -16,387 | -40.8% | -$83.65万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $123.65万 | 0.18% | 2,975 | -26 | -0.9% | -$1.08万 | 减仓 |
| META | META PLATFORMS INC | $123.87万 | 0.18% | 2,199 | -602 | -21.5% | -$33.91万 | 减仓 |
| MRK | MERCK & CO INC | $124.56万 | 0.18% | 9,693 | 2,854 | 41.7% | $36.67万 | 加仓 |
| ORCL | ORACLE CORP | $126.29万 | 0.18% | 8,618 | -2,099 | -19.6% | -$30.76万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $126.78万 | 0.19% | 19,113 | -4,251 | -18.2% | -$28.20万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $127.02万 | 0.19% | 30,000 | -2,819 | -8.6% | -$11.94万 | 减仓 |