CARY STREET PARTNERS FINANCIAL LLC
RICHMOND VA · SEC CIK 0001475045
$40.51亿2026Q1 申报市值
985持仓数
19.5%前十大占比 · 第一大 3.2%
64 / 40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
VO 加仓+$1,335.34万
FEGE 加仓+$931.89万
EFG 加仓+$840.09万
BWXT 加仓+$770.48万
ETN 加仓+$606.29万
2026Q1 卖出最多 按季末市值估算
CGDG 减仓-$950.81万
VEEV 清仓-$860.77万
GLW 减仓-$733.65万
CYBERARK SOFTWAR 清仓-$385.35万
PYPL 减仓-$361.01万
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 |
|---|---|---|---|---|---|---|---|---|
| NBOS | NEUBERGER OPTION STRATEGY ETF | $2,093.44万 | 0.52% | 782,769 | 13,668 | 1.8% | $36.55万 | 加仓 |
| — | EXXON MOBIL CORP COM | $2,206.10万 | 0.54% | 130,031 | 792 | 0.6% | $13.44万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $2,207.63万 | 0.54% | 22,155 | -74 | -0.3% | -$7.37万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $2,384.35万 | 0.59% | 560,496 | -17,899 | -3.1% | -$76.14万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $2,397.98万 | 0.59% | 40,131 | 2,908 | 7.8% | $173.76万 | 加仓 |
| MRK | MERCK & CO INC COM | $2,420.09万 | 0.60% | 201,187 | -5,661 | -2.7% | -$68.10万 | 减仓 |
| HD | HOME DEPOT INC COM | $2,427.35万 | 0.60% | 73,805 | 15,591 | 26.8% | $512.77万 | 加仓 |
| LLY | ELI LILLY & CO COM | $2,536.12万 | 0.63% | 27,573 | -970 | -3.4% | -$89.22万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $2,575.49万 | 0.64% | 353,873 | -318 | -0.1% | -$2.31万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2,650.27万 | 0.65% | 40,573 | -1,469 | -3.5% | -$95.96万 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $2,744.02万 | 0.68% | 106,626 | 11,407 | 12.0% | $293.56万 | 加仓 |
| ABBV | ABBVIE INC COM | $2,803.75万 | 0.69% | 128,913 | -872 | -0.7% | -$18.97万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2,844.34万 | 0.70% | 132,258 | -627 | -0.5% | -$13.48万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $2,959.49万 | 0.73% | 184,379 | 2,585 | 1.4% | $41.49万 | 加仓 |
| RTX | RTX CORPORATION COM | $2,986.61万 | 0.74% | 154,827 | -3,130 | -2.0% | -$60.38万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $3,056.59万 | 0.75% | 106,434 | 46,498 | 77.6% | $1,335.34万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $3,094.44万 | 0.76% | 105,196 | -2,592 | -2.4% | -$76.25万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $3,389.58万 | 0.84% | 138,667 | -769 | -0.6% | -$18.80万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $3,395.86万 | 0.84% | 443,672 | -4,557 | -1.0% | -$34.88万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $3,454.85万 | 0.85% | 486,860 | 4,531 | 0.9% | $32.15万 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $3,464.61万 | 0.86% | 684,435 | 88,081 | 14.8% | $445.87万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INNCOME ETF | $3,488.27万 | 0.86% | 628,291 | 39,517 | 6.7% | $219.40万 | 加仓 |
| — | PGIM PORTFOLIO BALLAST ETF | $3,779.96万 | 0.93% | 1,260,915 | 28,766 | 2.3% | $86.23万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $3,861.09万 | 0.95% | 59,371 | 2,317 | 4.1% | $150.68万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3,919.71万 | 0.97% | 81,797 | -259 | -0.3% | -$12.41万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $4,082.14万 | 1.01% | 127,245 | 1,455 | 1.2% | $46.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $4,154.90万 | 1.03% | 238,240 | 28,518 | 13.6% | $497.35万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $4,432.85万 | 1.09% | 524,474 | 42,444 | 8.8% | $358.74万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $4,494.71万 | 1.11% | 156,305 | -1,188 | -0.8% | -$34.16万 | 减仓 |
| AMZN | AMAZON COM INC COM | $4,715.59万 | 1.16% | 226,418 | 4,788 | 2.2% | $99.72万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $5,114.69万 | 1.26% | 195,276 | -866 | -0.4% | -$22.68万 | 减仓 |
| JPIE | JPMORGAN INCOME ETF | $5,195.42万 | 1.28% | 1,127,724 | 64,239 | 6.0% | $295.95万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $5,298.19万 | 1.31% | 731,227 | 40,713 | 5.9% | $294.99万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $5,527.35万 | 1.36% | 975,186 | 46,732 | 5.0% | $264.88万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $5,859.54万 | 1.45% | 526,133 | 75,432 | 16.7% | $840.09万 | 加仓 |
| FLXR | TCW FLEXIBLE INCOME ETF | $6,035.54万 | 1.49% | 1,536,935 | 65,118 | 4.4% | $255.72万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $6,707.97万 | 1.66% | 233,842 | -3,307 | -1.4% | -$94.86万 | 减仓 |
| TACK | Fairlead Tactical Sector ETF | $7,465.62万 | 1.84% | 2,455,932 | 33,077 | 1.4% | $100.55万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $7,669.43万 | 1.89% | 207,186 | 7,604 | 3.8% | $281.48万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $9,592.35万 | 2.37% | 240,589 | 9,563 | 4.1% | $381.28万 | 加仓 |
| AAPL | APPLE INC COM | $1.20亿 | 2.96% | 472,162 | 5,083 | 1.1% | $129.00万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $1.29亿 | 3.19% | 659,387 | 11,830 | 1.8% | $232.10万 | 加仓 |