CARY STREET PARTNERS FINANCIAL LLC
RICHMOND VA · SEC CIK 0001475045
$45.93亿2026Q2 申报市值
1,085持仓数
19.0%前十大占比 · 第一大 3.1%
123 / 40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
XOM 新建仓+$1,719.99万
ROCQ 新建仓+$1,412.02万
QDVO 新建仓+$1,286.72万
MLI 加仓+$977.35万
IDVO 新建仓+$967.60万
2026Q2 卖出最多 按季末市值估算
JGRO 减仓-$3,189.20万
EXXON MOBIL CORP 清仓-$2,206.10万
JEPQ 减仓-$1,926.72万
VUG 减仓-$996.81万
SPYM 减仓-$967.28万
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 |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $3,351.67万 | 0.73% | 476,206 | -10,654 | -2.2% | -$74.99万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $3,542.32万 | 0.77% | 139,478 | 811 | 0.6% | $20.60万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $3,571.95万 | 0.78% | 443,336 | 17,600 | 4.1% | $141.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $3,611.37万 | 0.79% | 110,329 | 5,133 | 4.9% | $168.02万 | 加仓 |
| LLY | ELI LILLY & CO COM | $3,705.20万 | 0.81% | 30,891 | 3,318 | 12.0% | $397.98万 | 加仓 |
| — | PGIM PORTFOLIO BALLAST ETF | $3,847.83万 | 0.84% | 1,160,733 | -100,182 | -7.9% | -$332.10万 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $3,889.18万 | 0.85% | 126,973 | 20,347 | 19.1% | $623.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3,997.77万 | 0.87% | 79,893 | -1,904 | -2.3% | -$95.27万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $4,404.16万 | 0.96% | 58,976 | -395 | -0.7% | -$29.50万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $4,785.85万 | 1.04% | 129,334 | 2,089 | 1.6% | $77.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $4,946.69万 | 1.08% | 247,223 | 8,983 | 3.8% | $179.74万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $4,987.99万 | 1.09% | 883,142 | -92,044 | -9.4% | -$519.86万 | 减仓 |
| AMZN | AMAZON COM INC COM | $5,455.87万 | 1.19% | 228,912 | 2,494 | 1.1% | $59.44万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $5,641.46万 | 1.23% | 1,225,072 | 97,348 | 8.6% | $448.29万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $5,663.51万 | 1.23% | 158,477 | 2,172 | 1.4% | $77.62万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $5,770.24万 | 1.26% | 190,361 | -4,915 | -2.5% | -$148.98万 | 减仓 |
| FLXR | TCW FLEXIBLE INCOME ETF | $6,004.24万 | 1.31% | 1,531,303 | -5,632 | -0.4% | -$22.08万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $6,090.41万 | 1.33% | 814,245 | 83,018 | 11.4% | $620.96万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $6,428.74万 | 1.40% | 516,696 | -9,437 | -1.8% | -$117.42万 | 减仓 |
| TACK | Fairlead Tactical Sector ETF | $7,645.46万 | 1.66% | 2,417,224 | -38,708 | -1.6% | -$122.43万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $7,972.47万 | 1.74% | 213,728 | 6,542 | 3.2% | $244.03万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $8,074.48万 | 1.76% | 228,525 | -5,317 | -2.3% | -$187.87万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $1.12亿 | 2.45% | 1,325,972 | -117,562 | -8.1% | -$996.81万 | 减仓 |
| AAPL | APPLE INC COM | $1.39亿 | 3.04% | 481,881 | 9,719 | 2.1% | $281.23万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $1.42亿 | 3.09% | 650,283 | -9,104 | -1.4% | -$198.40万 | 减仓 |