Capital Wealth Planning, LLC
NAPLES FL · SEC CIK 0001566728
$181.34亿2026Q1 申报市值
151持仓数
46.1%前十大占比 · 第一大 5.1%
26 / 31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
FDX 新建仓+$3.81亿
MSFT 加仓+$3.18亿
MDT 新建仓+$3.05亿
NSC 新建仓+$2.58亿
CVX 加仓+$2.32亿
2026Q1 卖出最多 按季末市值估算
META 减仓-$4.31亿
PG 减仓-$1.51亿
CME 减仓-$1.24亿
CAT 减仓-$8,722.13万
BIL 减仓-$7,570.35万
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 |
|---|---|---|---|---|---|---|---|---|
| DIA | STATE STR SPDR DOW JONES IND | $770.42万 | 0.04% | 16,633 | -55,226 | -76.9% | -$2,558.01万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $725.00万 | 0.04% | 36,994 | 384 | 1.0% | $7.53万 | 加仓 |
| EXC | EXELON CORP | $683.81万 | 0.04% | 139,497 | 139,497 | — | $683.81万 | 新建仓 |
| ETN | EATON CORP PLC | $672.35万 | 0.04% | 18,798 | 6,049 | 47.4% | $216.35万 | 加仓 |
| PCAR | PACCAR INC | $669.03万 | 0.04% | 57,924 | 274 | 0.5% | $3.16万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $668.57万 | 0.04% | 37,143 | 32,143 | 642.9% | $578.57万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $666.82万 | 0.04% | 41,593 | 41,593 | — | $666.82万 | 新建仓 |
| SLB | SLB LIMITED | $660.39万 | 0.04% | 128,505 | 128,505 | — | $660.39万 | 新建仓 |
| TAC | TRANSALTA CORP | $656.26万 | 0.04% | 500,960 | 500,960 | — | $656.26万 | 新建仓 |
| CRH | CRH PLC | $525.16万 | 0.03% | 49,958 | 2,983 | 6.4% | $31.36万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $519.77万 | 0.03% | 454,348 | -33,391 | -6.8% | -$38.20万 | 减仓 |
| SYK | STRYKER CORPORATION | $512.14万 | 0.03% | 15,586 | 50 | 0.3% | $1.64万 | 加仓 |
| RKLB | ROCKET LAB CORP | $484.35万 | 0.03% | 75,420 | 15,689 | 26.3% | $100.75万 | 加仓 |
| — | EXXON MOBIL CORP | $468.96万 | 0.03% | 27,641 | -672 | -2.4% | -$11.40万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $454.79万 | 0.03% | 92,118 | 5,859 | 6.8% | $28.93万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $445.31万 | 0.02% | 27,534 | 15,745 | 133.6% | $254.64万 | 加仓 |
| GLD | SPDR GOLD TR | $333.35万 | 0.02% | 7,747 | -5,660 | -42.2% | -$243.54万 | 减仓 |
| SH | PROSHARES TR | $325.76万 | 0.02% | 85,885 | 6,884 | 8.7% | $26.11万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $323.91万 | 0.02% | 39,086 | -8,311 | -17.5% | -$68.87万 | 减仓 |
| SKM | SK TELECOM CO LTD | $248.97万 | 0.01% | 85,001 | 85,001 | — | $248.97万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $233.34万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $225.85万 | 0.01% | 11,200 | 11,200 | — | $225.85万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $150.22万 | 0.01% | 33,494 | 1,902 | 6.0% | $8.53万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $132.59万 | 0.01% | 2,767 | -1,093 | -28.3% | -$52.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $128.30万 | 0.01% | 5,249 | 316 | 6.4% | $7.72万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $125.08万 | 0.01% | 8,660 | -1,043,244 | -99.2% | -$1.51亿 | 减仓 |
| WDAY | WORKDAY INC | $107.63万 | 0.01% | 8,284 | 8,284 | — | $107.63万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $105.00万 | 0.01% | 3,880 | -651 | -14.4% | -$17.62万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $98.32万 | 0.01% | 1,627 | 1,627 | — | $98.32万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $85.14万 | 0.00% | 951 | 39 | 4.3% | $3.49万 | 加仓 |
| IWF | ISHARES TR | $73.13万 | 0.00% | 1,715 | 1,715 | — | $73.13万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $64.09万 | 0.00% | 24,537 | -8,052 | -24.7% | -$21.03万 | 减仓 |
| BCI | ABRDN ETFS | $53.92万 | 0.00% | 22,200 | 3,100 | 16.2% | $7.53万 | 加仓 |
| PEP | PEPSICO INC | $53.73万 | 0.00% | 3,460 | -17,243 | -83.3% | -$267.77万 | 减仓 |
| GE | GE AEROSPACE | $52.27万 | 0.00% | 1,842 | 77 | 4.4% | $2.19万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $47.27万 | 0.00% | 1,666 | -13 | -0.8% | -$3,689 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $42.71万 | 0.00% | 900 | 900 | — | $42.71万 | 新建仓 |
| GEV | GE VERNOVA INC | $41.29万 | 0.00% | 473 | 30 | 6.8% | $2.62万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $39.28万 | 0.00% | 1,407 | 77 | 5.8% | $2.15万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $35.87万 | 0.00% | 5,856 | 5,856 | — | $35.87万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $33.76万 | 0.00% | 558 | 4 | 0.7% | $2,420 | 加仓 |
| DE | DEERE & CO | $32.41万 | 0.00% | 575 | -293 | -33.8% | -$16.52万 | 减仓 |
| QDVO | AMPLIFY ETF TR | $31.17万 | 0.00% | 11,695 | -2,251 | -16.1% | -$6.00万 | 减仓 |
| IYT | ISHARES TR | $27.34万 | 0.00% | 3,665 | 3,665 | — | $27.34万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $26.76万 | 0.00% | 4,552 | -1,644 | -26.5% | -$9.66万 | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $25.76万 | 0.00% | 10,046 | 430 | 4.5% | $1.10万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $24.40万 | 0.00% | 1,407 | 7 | 0.5% | $1,214 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $23.72万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $23.07万 | 0.00% | 1,761 | 161 | 10.1% | $2.11万 | 加仓 |
| NMRK | NEWMARK GROUP INC | $21.51万 | 0.00% | 14,351 | -7,000 | -32.8% | -$10.49万 | 减仓 |
| AES | AES CORP | $14.09万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -103,194 | -100.0% | -$1,889.90万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -371,198 | -100.0% | -$960.66万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -73,825 | -100.0% | -$834.96万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -26,013 | -100.0% | -$616.30万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -28,034 | -100.0% | -$608.67万 | 清仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $0 | 0.00% | 0 | -334,026 | -100.0% | -$596.57万 | 清仓 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | -198,300 | -100.0% | -$594.70万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -123,087 | -100.0% | -$543.68万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -27,195 | -100.0% | -$437.76万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -125,584 | -100.0% | -$427.61万 | 清仓 |
| JKS | JINKOSOLAR HLDG CO LTD | $0 | 0.00% | 0 | -118,079 | -100.0% | -$329.91万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -20,131 | -100.0% | -$324.77万 | 清仓 |
| XP | XP INC | $0 | 0.00% | 0 | -197,874 | -100.0% | -$320.16万 | 清仓 |
| PBR | PETROLEO BRASILEIRO SA PETRO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -175,435 | -100.0% | -$293.68万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -22,303 | -100.0% | -$293.26万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -4,860 | -100.0% | -$275.25万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -4,025 | -100.0% | -$271.21万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -4,325 | -100.0% | -$269.30万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -42,353 | -100.0% | -$264.62万 | 清仓 |
| COPX | GLOBAL X FDS | $0 | 0.00% | 0 | -34,507 | -100.0% | -$247.73万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -13,125 | -100.0% | -$84.55万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -4,122 | -100.0% | -$80.42万 | 清仓 |
| CNR | CORE NATURAL RESOURCES INC | $0 | 0.00% | 0 | -7,400 | -100.0% | -$65.50万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -1,522 | -100.0% | -$47.76万 | 清仓 |
| TDW | TIDEWATER INC NEW | $0 | 0.00% | 0 | -7,900 | -100.0% | -$39.90万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,712 | -100.0% | -$33.37万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -3,818 | -100.0% | -$30.65万 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -2,375 | -100.0% | -$30.64万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -6,000 | -100.0% | -$22.50万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,132 | -100.0% | -$21.29万 | 清仓 |
| IE | IVANHOE ELECTRIC INC | $0 | 0.00% | 0 | -12,700 | -100.0% | -$20.29万 | 清仓 |