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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $1,877.02万 | 9.82% | 213,589 | -8,931 | -4.0% | -$78.49万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,329.34万 | 6.96% | 290,883 | -2,509 | -0.9% | -$11.47万 | 减仓 |
| USMV | ISHARES TR | $1,268.68万 | 6.64% | 131,524 | 231 | 0.2% | $2.23万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $650.49万 | 3.40% | 125,625 | -1,781 | -1.4% | -$9.22万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $596.14万 | 3.12% | 65,323 | -1,261 | -1.9% | -$11.51万 | 减仓 |
| IJH | ISHARES TR | $565.09万 | 2.96% | 73,283 | -1,777 | -2.4% | -$13.70万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $544.95万 | 2.85% | 213,540 | 61,974 | 40.9% | $158.16万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $493.50万 | 2.58% | 113,161 | 907 | 0.8% | $3.96万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $491.85万 | 2.57% | 15,026 | -444 | -2.9% | -$14.53万 | 减仓 |
| AAPL | APPLE INC | $439.93万 | 2.30% | 15,204 | -3,749 | -19.8% | -$108.48万 | 减仓 |
| GIGB | GOLDMAN SACHS ETF TR | $416.52万 | 2.18% | 90,725 | 2,348 | 2.7% | $10.78万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $410.06万 | 2.15% | 40,941 | 921 | 2.3% | $9.22万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $408.50万 | 2.14% | 103,496 | 17,291 | 20.1% | $68.25万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $357.39万 | 1.87% | 14,072 | -1,590 | -10.2% | -$40.38万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $342.11万 | 1.79% | 79,303 | 3,877 | 5.1% | $16.73万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $290.53万 | 1.52% | 56,560 | 40 | 0.1% | $2,055 | 加仓 |
| SHYG | ISHARES TR | $250.27万 | 1.31% | 59,012 | 18,593 | 46.0% | $78.85万 | 加仓 |
| CVX | CHEVRON CORPORATION | $231.88万 | 1.21% | 13,989 | 763 | 5.8% | $12.65万 | 加仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $230.03万 | 1.20% | 83,073 | 12,385 | 17.5% | $34.29万 | 加仓 |
| LQD | ISHARES TR | $223.80万 | 1.17% | 20,519 | -5,634 | -21.5% | -$61.45万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $209.55万 | 1.10% | 4,113 | 207 | 5.3% | $10.55万 | 加仓 |
| — | EXXON MOBIL CORP | $206.61万 | 1.08% | 15,112 | -284 | -1.8% | -$3.88万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $204.75万 | 1.07% | 78,931 | 18,372 | 30.3% | $47.66万 | 加仓 |
| NVS | NOVARTIS AG | $204.26万 | 1.07% | 13,034 | -469 | -3.5% | -$7.35万 | 减仓 |
| PULS | PGIM ETF TR | $202.38万 | 1.06% | 40,844 | 13,540 | 49.6% | $67.09万 | 加仓 |
| IRM | IRON MTN INC DEL | $201.83万 | 1.06% | 15,979 | -1,493 | -8.5% | -$18.86万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $201.61万 | 1.06% | 7,169 | 709 | 11.0% | $19.94万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $191.25万 | 1.00% | 39,441 | 866 | 2.2% | $4.20万 | 加仓 |
| UL | UNILEVER PLC | $188.62万 | 0.99% | 31,373 | 13,004 | 70.8% | $78.18万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $184.55万 | 0.97% | 8,661 | 2,317 | 36.5% | $49.37万 | 加仓 |
| BKH | BLACK HILLS CORP | $174.56万 | 0.91% | 23,462 | 1,341 | 6.1% | $9.98万 | 加仓 |
| MUB | ISHARES TR | $173.90万 | 0.91% | 16,159 | 464 | 3.0% | $4.99万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $170.70万 | 0.89% | 15,879 | 2,053 | 14.8% | $22.07万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $167.80万 | 0.88% | 62,033 | 31,768 | 105.0% | $85.93万 | 加仓 |
| MO | ALTRIA GROUP INC | $166.31万 | 0.87% | 23,115 | 109 | 0.5% | $7,842 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $165.32万 | 0.87% | 82,431 | 1,490 | 1.8% | $2.99万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $152.12万 | 0.80% | 35,929 | -1,644 | -4.4% | -$6.96万 | 减仓 |
| AGG | ISHARES TR | $144.89万 | 0.76% | 14,638 | -12,845 | -46.7% | -$127.14万 | 减仓 |
| GLDM | WORLD GOLD TR | $139.96万 | 0.73% | 17,623 | -13,920 | -44.1% | -$110.55万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $134.83万 | 0.71% | 4,882 | -953 | -16.3% | -$26.32万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $126.96万 | 0.66% | 7,018 | -221 | -3.1% | -$4.00万 | 减仓 |
| UNP | UNION PAC CORP | $125.04万 | 0.65% | 4,597 | 443 | 10.7% | $12.05万 | 加仓 |
| MP | MP MATERIALS CORP | $124.70万 | 0.65% | 22,264 | -1,601 | -6.7% | -$8.97万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $124.62万 | 0.65% | 3,518 | 2,257 | 179.0% | $79.95万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $123.69万 | 0.65% | 37,156 | 22,516 | 153.8% | $74.96万 | 加仓 |
| AVT | AVNET INC | $115.67万 | 0.61% | 13,023 | 5,511 | 73.4% | $48.95万 | 加仓 |
| TBIL | RBB FD INC | $114.38万 | 0.60% | 22,940 | -17,388 | -43.1% | -$86.70万 | 减仓 |
| NEM | NEWMONT CORP | $113.52万 | 0.59% | 12,154 | -12,293 | -50.3% | -$114.82万 | 减仓 |
| CAT | CATERPILLAR INC | $109.37万 | 0.57% | 1,027 | 46 | 4.7% | $4.90万 | 加仓 |
| ALLY | ALLY FINL INC | $108.37万 | 0.57% | 23,585 | 12,950 | 121.8% | $59.51万 | 加仓 |
| RRR | RED ROCK RESORTS INC | $100.39万 | 0.53% | 15,431 | -9,954 | -39.2% | -$64.76万 | 减仓 |
| WMT | WALMART INC | $99.74万 | 0.52% | 8,806 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $98.95万 | 0.52% | 2,884 | -109 | -3.6% | -$3.74万 | 减仓 |
| PSA | PUBLIC STORAGE | $98.55万 | 0.52% | 3,096 | -309 | -9.1% | -$9.84万 | 减仓 |
| GOOGL | ALPHABET INC | $95.20万 | 0.50% | 2,664 | 214 | 8.7% | $7.65万 | 加仓 |
| TTE | TOTALENERGIES SE | $92.57万 | 0.48% | 11,904 | 5,084 | 74.5% | $39.53万 | 加仓 |
| NKE | NIKE INC | $89.86万 | 0.47% | 21,891 | 8,728 | 66.3% | $35.83万 | 加仓 |
| T | AT&T INC | $85.85万 | 0.45% | 41,472 | 24,232 | 140.6% | $50.16万 | 加仓 |
| SLQD | ISHARES TR | $84.85万 | 0.44% | 16,845 | -15,210 | -47.4% | -$76.61万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $83.13万 | 0.44% | 29,098 | 29,098 | — | $83.13万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $78.03万 | 0.41% | 1,576 | 76 | 5.1% | $3.76万 | 加仓 |
| CUBE | CUBESMART | $77.43万 | 0.41% | 19,469 | 10,048 | 106.7% | $39.96万 | 加仓 |
| WFC | WELLS FARGO & CO | $76.43万 | 0.40% | 9,248 | 9,248 | — | $76.43万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $75.87万 | 0.40% | 811 | -58 | -6.7% | -$5.43万 | 减仓 |
| XYL | XYLEM INC | $71.09万 | 0.37% | 6,014 | 818 | 15.7% | $9.67万 | 加仓 |
| AMZN | AMAZON COM INC | $69.26万 | 0.36% | 2,906 | 451 | 18.4% | $10.75万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $68.39万 | 0.36% | 3,891 | 307 | 8.6% | $5.40万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $67.01万 | 0.35% | 1,965 | 320 | 19.5% | $10.91万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $63.20万 | 0.33% | 26,051 | 15,188 | 139.8% | $36.85万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $62.30万 | 0.33% | 31,165 | 265 | 0.9% | $5,297 | 加仓 |
| HRB | BLOCK H & R INC | $61.18万 | 0.32% | 16,067 | 16,067 | — | $61.18万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $59.69万 | 0.31% | 2,965 | 446 | 17.7% | $8.98万 | 加仓 |
| REAL | THE REALREAL INC | $58.72万 | 0.31% | 49,803 | 10,140 | 25.6% | $11.96万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $58.18万 | 0.30% | 4,605 | -8,609 | -65.2% | -$108.77万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $58.04万 | 0.30% | 20,952 | -4,527 | -17.8% | -$12.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $57.60万 | 0.30% | 1,544 | 48 | 3.2% | $1.79万 | 加仓 |
| ENB | ENBRIDGE INC | $56.30万 | 0.29% | 10,385 | 10,385 | — | $56.30万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $53.05万 | 0.28% | 7,852 | -427 | -5.2% | -$2.88万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $53.04万 | 0.28% | 18,538 | 18,538 | — | $53.04万 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $49.59万 | 0.26% | 5,108 | -483 | -8.6% | -$4.69万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $49.06万 | 0.26% | 8,507 | -349 | -3.9% | -$2.01万 | 减仓 |
| B | BARRICK MNG CORP | $46.92万 | 0.25% | 12,775 | -3,208 | -20.1% | -$11.78万 | 减仓 |
| SHYD | VANECK ETF TRUST | $45.26万 | 0.24% | 19,766 | 1,900 | 10.6% | $4.35万 | 加仓 |
| TXT | TEXTRON INC | $40.37万 | 0.21% | 4,401 | -900 | -17.0% | -$8.26万 | 减仓 |
| RH | RH | $37.89万 | 0.20% | 2,300 | 115 | 5.3% | $1.89万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $36.99万 | 0.19% | 14,642 | 1,542 | 11.8% | $3.90万 | 加仓 |
| MCD | MCDONALDS CORP | $36.87万 | 0.19% | 1,364 | -139 | -9.2% | -$3.76万 | 减仓 |
| VVV | VALVOLINE INC | $36.37万 | 0.19% | 9,197 | 3,031 | 49.2% | $11.98万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $34.99万 | 0.18% | 1,204 | -1,418 | -54.1% | -$41.21万 | 减仓 |
| FNV | FRANCO NEV CORP | $32.52万 | 0.17% | 1,560 | 234 | 17.6% | $4.88万 | 加仓 |
| MMM | 3M CO | $31.64万 | 0.17% | 1,954 | -4,513 | -69.8% | -$73.07万 | 减仓 |
| BA | BOEING CO | $31.60万 | 0.17% | 1,460 | 15 | 1.0% | $3,247 | 加仓 |
| ULS | UL SOLUTIONS INC | $31.32万 | 0.16% | 3,075 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $31.09万 | 0.16% | 2,120 | -2,926 | -58.0% | -$42.91万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $28.74万 | 0.15% | 6,607 | 220 | 3.4% | $9,570 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $28.12万 | 0.15% | 278 | -236 | -45.9% | -$23.87万 | 减仓 |
| TMUS | T-MOBILE US INC | $25.50万 | 0.13% | 1,520 | -374 | -19.7% | -$6.27万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.07万 | 0.13% | 603 | 603 | — | $25.07万 | 新建仓 |
| BYD | BOYD GAMING CORP | $21.20万 | 0.11% | 2,400 | 0 | 0.0% | — | 重新持有 |
| RTX | RTX CORPORATION | $21.10万 | 0.11% | 1,112 | 1,112 | — | $21.10万 | 新建仓 |