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 |
|---|---|---|---|---|---|---|---|---|
| HUBS | HUBSPOT INC COM | $0 | 0.00% | 0 | -1,013 | -100.0% | -$40.65万 | 清仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $0 | 0.00% | 0 | -15,110 | -100.0% | -$37.41万 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -628 | -100.0% | -$36.57万 | 清仓 |
| LPLA | LPL FINL HLDGS INC COM | $0 | 0.00% | 0 | -964 | -100.0% | -$34.43万 | 清仓 |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SSB | SOUTHSTATE BK CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLS | CELESTICA INC COM | $0 | 0.00% | 0 | -959 | -100.0% | -$28.35万 | 清仓 |
| DUOL | DUOLINGO INC CL A COM | $0 | 0.00% | 0 | -1,598 | -100.0% | -$28.04万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDU | ISHARES U.S. UTILITIES ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NJAN | INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | $0 | 0.00% | 0 | -4,470 | -100.0% | -$24.55万 | 清仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $0 | 0.00% | 0 | -24,500 | -100.0% | -$24.43万 | 清仓 |
| MNTN | MNTN INC CL A | $0 | 0.00% | 0 | -20,385 | -100.0% | -$24.34万 | 清仓 |
| CLX | CLOROX CO DEL COM | $0 | 0.00% | 0 | -2,348 | -100.0% | -$23.68万 | 清仓 |
| — | BLACKROCK MUN INCOME TR SH BEN INT | $0 | 0.00% | 0 | -21,752 | -100.0% | -$21.82万 | 清仓 |
| JPME | JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | $0 | 0.00% | 0 | -1,989 | -100.0% | -$21.61万 | 清仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $0 | 0.00% | 0 | -4,421 | -100.0% | -$20.37万 | 清仓 |
| — | SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AVANOS MED INC COM | $0 | 0.00% | 0 | -16,750 | -100.0% | -$18.81万 | 清仓 |
| OXLC | OXFORD LANE CAP CORP COM | $0 | 0.00% | 0 | -11,600 | -100.0% | -$16.98万 | 清仓 |
| FTV | FORTIVE CORP COM | $0 | 0.00% | 0 | -3,044 | -100.0% | -$16.81万 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $0 | 0.00% | 0 | -1,945 | -100.0% | -$16.59万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC COM | $0 | 0.00% | 0 | -410 | -100.0% | -$16.04万 | 清仓 |
| SNOW | SNOWFLAKE INC COM SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KMX | CARMAX INC COM | $0 | 0.00% | 0 | -3,286 | -100.0% | -$12.70万 | 清仓 |
| VALE | VALE S A SPONSORED ADS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAP | SAP SE SPON ADR | $0 | 0.00% | 0 | -499 | -100.0% | -$12.12万 | 清仓 |
| UBS | UBS GROUP AG SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IXN | ISHARES GLOBAL TECH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NEW GOLD INC CDA COM | $0 | 0.00% | 0 | -10,000 | -100.0% | -$8.71万 | 清仓 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $0 | 0.00% | 0 | -1,146 | -100.0% | -$5.32万 | 清仓 |
| BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -619 | -100.0% | -$4.48万 | 清仓 |
| AMCR | AMCOR PLC COM NEW | $0 | 0.00% | 0 | -4,827 | -100.0% | -$4.03万 | 清仓 |
| — | ESPERION THERAPEUTICS INC NEW COM | $0 | 0.00% | 0 | -10,175 | -100.0% | -$3.76万 | 清仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $0 | 0.00% | 0 | -358 | -100.0% | -$3.45万 | 清仓 |
| — | INMUNE BIO INC COM | $0 | 0.00% | 0 | -13,917 | -100.0% | -$2.17万 | 清仓 |
| WCN | WASTE CONNECTIONS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $0 | 0.00% | 0 | -101 | -100.0% | -$7,483 | 清仓 |
| PCAR | PACCAR INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $0 | 0.00% | 0 | -2 | -100.0% | -$406 | 清仓 |