CAPITAL FINANCIAL GROUP INC\CO\ /ADV
LITTLETON CO · SEC CIK 0001061555
$1.82亿2026Q1 申报市值
106持仓数
41.8%前十大占比 · 第一大 9.4%
3 / 1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
SPAB 加仓+$57.51万
PULS 加仓+$30.51万
SDVY 加仓+$29.58万
SHYG 加仓+$28.52万
DOW 新建仓+$28.51万
2026Q1 卖出最多 按季末市值估算
SPYM 减仓-$62.92万
AGG 减仓-$36.01万
AVAV 清仓-$29.03万
GLDM 减仓-$27.91万
SLQD 减仓-$20.84万
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 |
|---|---|---|---|---|---|---|---|---|
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -1,200 | -100.0% | -$29.03万 | 清仓 |
| BYD | BOYD GAMING CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| POET | POET TECHNOLOGIES INC | $6.83万 | 0.04% | 11,500 | 0 | 0.0% | — | 不变 |
| CHW | CALAMOS GBL DYN INCOME FUND | $7.62万 | 0.04% | 10,500 | 10,500 | — | $7.62万 | 新建仓 |
| PRGO | PERRIGO CO PLC | $15.62万 | 0.09% | 14,540 | -3,703 | -20.3% | -$3.98万 | 减仓 |
| VVV | VALVOLINE INC | $20.77万 | 0.11% | 6,166 | 6,166 | — | $20.77万 | 新建仓 |
| BCO | BRINKS CO | $21.25万 | 0.12% | 2,051 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $21.89万 | 0.12% | 5,143 | -1,040 | -16.8% | -$4.43万 | 减仓 |
| CHWY | CHEWY INC | $24.58万 | 0.14% | 9,105 | 100 | 1.1% | $2,700 | 加仓 |
| ULS | UL SOLUTIONS INC | $26.36万 | 0.14% | 3,075 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $26.37万 | 0.14% | 1,645 | 50 | 3.1% | $8,016 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $27.89万 | 0.15% | 6,387 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $28.32万 | 0.16% | 13,100 | -1,200 | -8.4% | -$2.59万 | 减仓 |
| DOW | DOW HLDGS INC | $28.51万 | 0.16% | 6,846 | 6,846 | — | $28.51万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $28.68万 | 0.16% | 1,662 | -338 | -16.9% | -$5.83万 | 减仓 |
| BA | BOEING CO | $28.76万 | 0.16% | 1,445 | 20 | 1.4% | $3,981 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $30.17万 | 0.17% | 5,599 | 0 | 0.0% | — | 不变 |
| SFD | SMITHFIELD FOODS INC | $30.38万 | 0.17% | 10,863 | 600 | 5.8% | $1.68万 | 加仓 |
| RH | RH | $30.55万 | 0.17% | 2,185 | -37 | -1.7% | -$5,173 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $30.69万 | 0.17% | 1,848 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $32.76万 | 0.18% | 1,326 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $34.53万 | 0.19% | 9,421 | -849 | -8.3% | -$3.11万 | 减仓 |
| REAL | THE REALREAL INC | $36.01万 | 0.20% | 39,663 | 300 | 0.8% | $2,724 | 加仓 |
| TMUS | T-MOBILE US INC | $39.78万 | 0.22% | 1,894 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $39.93万 | 0.22% | 7,936 | -4 | -0.1% | -$201 | 减仓 |
| SHYD | VANECK ETF TRUST | $40.48万 | 0.22% | 17,866 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $41.72万 | 0.23% | 10,635 | 100 | 0.9% | $3,923 | 加仓 |
| SPSM | SPDR SERIES TRUST | $42.79万 | 0.24% | 8,856 | -304 | -3.3% | -$1.47万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $43.28万 | 0.24% | 1,261 | 195 | 18.3% | $6.69万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.48万 | 0.24% | 514 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC | $46.29万 | 0.25% | 7,512 | 425 | 6.0% | $2.62万 | 加仓 |
| TXT | TEXTRON INC | $46.42万 | 0.25% | 5,301 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $46.53万 | 0.26% | 4,750 | -859 | -15.3% | -$8.41万 | 减仓 |
| MCD | MCDONALDS CORP | $46.71万 | 0.26% | 1,503 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $49.03万 | 0.27% | 8,279 | -81 | -1.0% | -$4,797 | 减仓 |
| T | AT&T INC | $49.98万 | 0.27% | 17,240 | -1,200 | -6.5% | -$3.48万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $50.80万 | 0.28% | 2,519 | 15 | 0.6% | $3,025 | 加仓 |
| AMZN | AMAZON COM INC | $51.13万 | 0.28% | 2,455 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $53.84万 | 0.30% | 1,500 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $55.38万 | 0.30% | 1,496 | 140 | 10.3% | $5.18万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $56.25万 | 0.31% | 14,640 | 4,379 | 42.7% | $16.82万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $56.78万 | 0.31% | 5,591 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $60.54万 | 0.33% | 5,835 | 50 | 0.9% | $5,188 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $61.68万 | 0.34% | 30,900 | 500 | 1.6% | $9,980 | 加仓 |
| TTE | TOTALENERGIES SE | $62.05万 | 0.34% | 6,820 | 885 | 14.9% | $8.05万 | 加仓 |
| XYL | XYLEM INC | $62.09万 | 0.34% | 5,196 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $63.06万 | 0.35% | 25,479 | -2,924 | -10.3% | -$7.24万 | 减仓 |
| B | BARRICK MNG CORP | $65.19万 | 0.36% | 15,983 | -147 | -0.9% | -$5,996 | 减仓 |
| CAT | CATERPILLAR INC | $69.50万 | 0.38% | 981 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $69.53万 | 0.38% | 13,163 | -273 | -2.0% | -$1.44万 | 减仓 |
| GOOGL | ALPHABET INC | $70.45万 | 0.39% | 2,450 | 17 | 0.7% | $4,889 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $70.89万 | 0.39% | 3,584 | 75 | 2.1% | $1.48万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $72.88万 | 0.40% | 5,046 | 49 | 1.0% | $7,078 | 加仓 |
| CCL | CARNIVAL CORP | $78.06万 | 0.43% | 30,161 | 100 | 0.3% | $2,588 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $80.89万 | 0.44% | 13,337 | 1,094 | 8.9% | $6.64万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $86.59万 | 0.48% | 869 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $86.89万 | 0.48% | 30,265 | 8,881 | 41.5% | $25.50万 | 加仓 |
| V | VISA INC | $90.46万 | 0.50% | 2,993 | -100 | -3.2% | -$3.02万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $90.50万 | 0.50% | 2,622 | -1 | -0.0% | -$345 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $92.23万 | 0.51% | 3,405 | 100 | 3.0% | $2.71万 | 加仓 |
| MMM | 3M CO | $93.92万 | 0.52% | 6,467 | -2 | -0.0% | -$290 | 减仓 |
| UNP | UNION PAC CORP | $100.78万 | 0.55% | 4,154 | 149 | 3.7% | $3.62万 | 加仓 |
| UL | UNILEVER PLC | $104.65万 | 0.57% | 18,369 | 298 | 1.6% | $1.70万 | 加仓 |
| WMT | WALMART INC | $109.44万 | 0.60% | 8,806 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $115.17万 | 0.63% | 23,865 | 150 | 0.6% | $7,239 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $119.69万 | 0.66% | 7,239 | 173 | 2.4% | $2.86万 | 加仓 |
| PULS | PGIM ETF TR | $135.16万 | 0.74% | 27,304 | 6,163 | 29.2% | $30.51万 | 加仓 |
| RRR | RED ROCK RESORTS INC | $135.45万 | 0.74% | 25,385 | -261 | -1.0% | -$1.39万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $136.02万 | 0.75% | 13,826 | 466 | 3.5% | $4.58万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $138.95万 | 0.76% | 6,344 | -1 | -0.0% | -$219 | 减仓 |
| MO | ALTRIA GROUP INC | $151.82万 | 0.83% | 23,006 | 795 | 3.6% | $5.25万 | 加仓 |
| BKH | BLACK HILLS CORP | $153.54万 | 0.84% | 22,121 | 171 | 0.8% | $1.19万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $156.59万 | 0.86% | 6,460 | 49 | 0.8% | $1.19万 | 加仓 |
| SLQD | ISHARES TR | $161.85万 | 0.89% | 32,055 | -4,128 | -11.4% | -$20.84万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $162.29万 | 0.89% | 80,941 | -3,158 | -3.8% | -$6.33万 | 减仓 |
| MUB | ISHARES TR | $166.60万 | 0.92% | 15,695 | -187 | -1.2% | -$1.99万 | 减仓 |
| SHYG | ISHARES TR | $171.01万 | 0.94% | 40,419 | 6,740 | 20.0% | $28.52万 | 加仓 |
| IRM | IRON MTN INC DEL | $178.46万 | 0.98% | 17,472 | 477 | 2.8% | $4.87万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $183.01万 | 1.01% | 60,559 | 4,761 | 8.5% | $14.39万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $183.39万 | 1.01% | 38,575 | -899 | -2.3% | -$4.27万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $184.16万 | 1.01% | 13,214 | -5 | -0.0% | -$697 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $188.62万 | 1.04% | 37,573 | 490 | 1.3% | $2.46万 | 加仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $192.27万 | 1.06% | 70,688 | 5,718 | 8.8% | $15.55万 | 加仓 |
| TBIL | RBB FD INC | $201.08万 | 1.10% | 40,328 | -3,907 | -8.8% | -$19.48万 | 减仓 |
| NVS | NOVARTIS AG | $206.26万 | 1.13% | 13,503 | -46 | -0.3% | -$7,027 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $236.08万 | 1.30% | 3,906 | 3 | 0.1% | $1,813 | 加仓 |
| — | EXXON MOBIL CORP | $261.21万 | 1.43% | 15,396 | -302 | -1.9% | -$5.12万 | 减仓 |
| NEM | NEWMONT CORP | $264.64万 | 1.45% | 24,447 | -520 | -2.1% | -$5.63万 | 减仓 |
| AGG | ISHARES TR | $272.82万 | 1.50% | 27,483 | -3,627 | -11.7% | -$36.01万 | 减仓 |
| CVX | CHEVRON CORPORATION | $273.65万 | 1.50% | 13,226 | 79 | 0.6% | $1.63万 | 加仓 |
| LQD | ISHARES TR | $285.04万 | 1.57% | 26,153 | -1,597 | -5.8% | -$17.41万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $286.33万 | 1.57% | 56,520 | 570 | 1.0% | $2.89万 | 加仓 |
| GLDM | WORLD GOLD TR | $292.37万 | 1.61% | 31,543 | -3,011 | -8.7% | -$27.91万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $297.41万 | 1.63% | 75,426 | 7,501 | 11.0% | $29.58万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $342.49万 | 1.88% | 86,205 | 7,000 | 8.8% | $27.81万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $382.84万 | 2.10% | 15,662 | -123 | -0.8% | -$3.01万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $388.31万 | 2.13% | 151,566 | 22,449 | 17.4% | $57.51万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $400.96万 | 2.20% | 40,020 | 2,037 | 5.4% | $20.41万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $404.77万 | 2.22% | 88,377 | 4,192 | 5.0% | $19.20万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $455.07万 | 2.50% | 15,470 | 167 | 1.1% | $4.91万 | 加仓 |