CAPITAL FINANCIAL GROUP INC\CO\ /ADV
LITTLETON CO · SEC CIK 0001061555
$1.91亿2026Q2 申报市值
102持仓数
43.2%前十大占比 · 第一大 9.8%
7 / 12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
SPAB 加仓+$158.16万
FTGC 加仓+$85.93万
CCL 新建仓+$83.13万
GD 加仓+$79.95万
SHYG 加仓+$78.85万
2026Q2 卖出最多 按季末市值估算
AGG 减仓-$127.14万
NEM 减仓-$114.82万
GLDM 减仓-$110.55万
GILD 减仓-$108.77万
AAPL 减仓-$108.48万
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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $357.39万 | 1.87% | 14,072 | -1,590 | -10.2% | -$40.38万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $408.50万 | 2.14% | 103,496 | 17,291 | 20.1% | $68.25万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $410.06万 | 2.15% | 40,941 | 921 | 2.3% | $9.22万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $416.52万 | 2.18% | 90,725 | 2,348 | 2.7% | $10.78万 | 加仓 |
| AAPL | APPLE INC | $439.93万 | 2.30% | 15,204 | -3,749 | -19.8% | -$108.48万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $491.85万 | 2.57% | 15,026 | -444 | -2.9% | -$14.53万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $493.50万 | 2.58% | 113,161 | 907 | 0.8% | $3.96万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $544.95万 | 2.85% | 213,540 | 61,974 | 40.9% | $158.16万 | 加仓 |
| IJH | ISHARES TR | $565.09万 | 2.96% | 73,283 | -1,777 | -2.4% | -$13.70万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $596.14万 | 3.12% | 65,323 | -1,261 | -1.9% | -$11.51万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $650.49万 | 3.40% | 125,625 | -1,781 | -1.4% | -$9.22万 | 减仓 |
| USMV | ISHARES TR | $1,268.68万 | 6.64% | 131,524 | 231 | 0.2% | $2.23万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,329.34万 | 6.96% | 290,883 | -2,509 | -0.9% | -$11.47万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,877.02万 | 9.82% | 213,589 | -8,931 | -4.0% | -$78.49万 | 减仓 |