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 |
|---|---|---|---|---|---|---|---|---|
| PTLC | PACER FDS TR | $0 | 0.00% | 0 | -24,892 | -100.0% | -$130.58万 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -19,672 | -100.0% | -$99.09万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -8,361 | -100.0% | -$93.74万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -8,444 | -100.0% | -$90.02万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -11,532 | -100.0% | -$89.01万 | 清仓 |
| IQLT | ISHARES TR | $0 | 0.00% | 0 | -18,625 | -100.0% | -$86.10万 | 清仓 |
| IVT | INVENTRUST PPTYS CORP | $0 | 0.00% | 0 | -28,056 | -100.0% | -$85.46万 | 清仓 |
| KXI | ISHARES TR | $0 | 0.00% | 0 | -11,937 | -100.0% | -$79.99万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -3,539 | -100.0% | -$69.16万 | 清仓 |
| LAZ | LAZARD INC | $0 | 0.00% | 0 | -22,278 | -100.0% | -$68.35万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -8,103 | -100.0% | -$66.91万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -7,058 | -100.0% | -$62.60万 | 清仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -21,554 | -100.0% | -$61.97万 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -4,118 | -100.0% | -$59.59万 | 清仓 |
| CTBI | COMMUNITY TR BANCORP INC | $0 | 0.00% | 0 | -9,258 | -100.0% | -$56.21万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -6,295 | -100.0% | -$54.57万 | 清仓 |
| PAAA | PGIM ETF TR | $0 | 0.00% | 0 | -10,594 | -100.0% | -$54.22万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -18,501 | -100.0% | -$53.12万 | 清仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $0 | 0.00% | 0 | -13,335 | -100.0% | -$52.37万 | 清仓 |
| PVAL | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -10,904 | -100.0% | -$50.60万 | 清仓 |
| ONEQ | FIDELITY COMWLTH TR | $0 | 0.00% | 0 | -5,620 | -100.0% | -$47.72万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -4,464 | -100.0% | -$45.44万 | 清仓 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -11,083 | -100.0% | -$42.55万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -39,000 | -100.0% | -$42.43万 | 清仓 |
| — | INVESCO TR INVT GRADE MUNS | $0 | 0.00% | 0 | -42,637 | -100.0% | -$42.08万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -480 | -100.0% | -$41.57万 | 清仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,905 | -100.0% | -$40.36万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -21,182 | -100.0% | -$38.17万 | 清仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $0 | 0.00% | 0 | -12,105 | -100.0% | -$34.75万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -902 | -100.0% | -$32.25万 | 清仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,827 | -100.0% | -$30.43万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -4,293 | -100.0% | -$30.41万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -3,915 | -100.0% | -$30.33万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11,297 | -100.0% | -$29.71万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -2,038 | -100.0% | -$28.40万 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -5,665 | -100.0% | -$28.30万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,377 | -100.0% | -$27.95万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,220 | -100.0% | -$27.57万 | 清仓 |
| GNR | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -3,613 | -100.0% | -$26.98万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -2,263 | -100.0% | -$26.84万 | 清仓 |
| IYK | ISHARES TR | $0 | 0.00% | 0 | -3,730 | -100.0% | -$26.12万 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -3,610 | -100.0% | -$25.91万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -951 | -100.0% | -$25.72万 | 清仓 |
| HYMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,204 | -100.0% | -$25.31万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,410 | -100.0% | -$25.19万 | 清仓 |
| IBDR | ISHARES TR | $0 | 0.00% | 0 | -10,385 | -100.0% | -$25.17万 | 清仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -6,112 | -100.0% | -$25.11万 | 清仓 |
| HTGC | HERCULES CAPITAL INC | $0 | 0.00% | 0 | -16,929 | -100.0% | -$25.00万 | 清仓 |
| BAR | GRANITESHARES GOLD TR | $0 | 0.00% | 0 | -5,404 | -100.0% | -$24.93万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -773 | -100.0% | -$24.79万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -3,737 | -100.0% | -$24.66万 | 清仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -9,928 | -100.0% | -$24.59万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -746 | -100.0% | -$24.52万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -2,432 | -100.0% | -$24.50万 | 清仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $0 | 0.00% | 0 | -13,193 | -100.0% | -$24.25万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,665 | -100.0% | -$23.82万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,621 | -100.0% | -$23.66万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -245 | -100.0% | -$23.60万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -797 | -100.0% | -$23.54万 | 清仓 |
| PFEB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,820 | -100.0% | -$23.34万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,111 | -100.0% | -$22.38万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,655 | -100.0% | -$22.04万 | 清仓 |
| FENY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -6,458 | -100.0% | -$21.97万 | 清仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -8,576 | -100.0% | -$21.89万 | 清仓 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -4,124 | -100.0% | -$21.71万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -844 | -100.0% | -$21.48万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -1,003 | -100.0% | -$21.43万 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $0 | 0.00% | 0 | -733 | -100.0% | -$21.29万 | 清仓 |
| — | SPROTT ETF TRUST | $0 | 0.00% | 0 | -2,464 | -100.0% | -$21.21万 | 清仓 |
| USB | US BANCORP | $0 | 0.00% | 0 | -4,076 | -100.0% | -$21.20万 | 清仓 |
| PDEC | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -4,963 | -100.0% | -$21.09万 | 清仓 |
| FHN | FIRST HORIZON CORPORATION | $0 | 0.00% | 0 | -9,117 | -100.0% | -$20.75万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -302 | -100.0% | -$20.58万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -2,762 | -100.0% | -$20.57万 | 清仓 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | -1,928 | -100.0% | -$20.54万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -17,375 | -100.0% | -$18.68万 | 清仓 |
| FDUS | FIDUS INVT CORP | $0 | 0.00% | 0 | -10,314 | -100.0% | -$17.97万 | 清仓 |
| OPRA | OPERA LTD | $0 | 0.00% | 0 | -10,200 | -100.0% | -$14.54万 | 清仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $0 | 0.00% | 0 | -12,211 | -100.0% | -$13.11万 | 清仓 |
| NMFC | NEW MTN FIN CORP | $0 | 0.00% | 0 | -16,465 | -100.0% | -$12.78万 | 清仓 |
| — | MONROE CAP CORP | $0 | 0.00% | 0 | -16,539 | -100.0% | -$7.61万 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -12,781 | -100.0% | -$4.49万 | 清仓 |
| UIS | UNISYS CORP | $0 | 0.00% | 0 | -14,750 | -100.0% | -$3.05万 | 清仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $0 | 0.00% | 0 | -11,170 | -100.0% | -$2.73万 | 清仓 |
| — | PSQ HOLDINGS INC | $0 | 0.00% | 0 | -44,833 | -100.0% | -$2.38万 | 清仓 |
| IAUX | I-80 GOLD CORP | $3.82万 | 0.01% | 26,500 | 1,000 | 3.9% | $1,440 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $7.45万 | 0.01% | 13,000 | 13,000 | — | $7.45万 | 新建仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $7.55万 | 0.01% | 10,100 | -10,474 | -50.9% | -$7.83万 | 减仓 |
| ASPI | ASP ISOTOPES INC | $8.71万 | 0.01% | 14,000 | 3,500 | 33.3% | $2.18万 | 加仓 |
| ADAM | ADAMAS TRUST INC. | $12.95万 | 0.02% | 13,806 | 285 | 2.1% | $2,673 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $13.55万 | 0.02% | 14,970 | 14,970 | — | $13.55万 | 新建仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $16.24万 | 0.02% | 11,000 | 0 | 0.0% | — | 不变 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $18.23万 | 0.03% | 11,442 | 373 | 3.4% | $5,942 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $19.36万 | 0.03% | 14,884 | -85,758 | -85.2% | -$111.57万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $20.46万 | 0.03% | 3,984 | 3,984 | — | $20.46万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $20.49万 | 0.03% | 258 | -20 | -7.2% | -$1.59万 | 减仓 |
| SNPS | SYNOPSYS INC | $20.61万 | 0.03% | 462 | 462 | — | $20.61万 | 新建仓 |
| GIS | GENERAL MILLS INC | $20.61万 | 0.03% | 5,923 | 5,923 | — | $20.61万 | 新建仓 |
| RAAX | VANECK ETF TRUST | $20.72万 | 0.03% | 5,224 | 5,224 | — | $20.72万 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $20.74万 | 0.03% | 9,342 | -6,946 | -42.6% | -$15.42万 | 减仓 |