13F 机构持仓

Capital Wealth Planning, LLC

NAPLES FL · SEC CIK 0001566728

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$200.22亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MSFT 5.1%
GS 5.0%
AAPL 5.0%
RTX 4.9%
JPM 4.7%
CAT 4.6%
CVX 4.4%
AXP 4.4%
TJX 4.1%
HD 4.0%

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 3841.0% $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 6,04947.4% $216.35万 加仓
PCAR PACCAR INC $669.03万0.04%57,924 2740.5% $3.16万 加仓
STLD STEEL DYNAMICS INC $668.57万0.04%37,143 32,143642.9% $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 2,9836.4% $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%15,586 500.3% $1.64万 加仓
RKLB ROCKET LAB CORP $484.35万0.03%75,420 15,68926.3% $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 5,8596.8% $28.93万 加仓
XLI SELECT SECTOR SPDR TR $445.31万0.02%27,534 15,745133.6% $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 6,8848.7% $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 00.0% — 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 1,9026.0% $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 3166.4% $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%951 394.3% $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 3,10016.2% $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%1,842 774.4% $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%473 306.8% $2.62万 加仓
CEG CONSTELLATION ENERGY CORP $39.28万0.00%1,407 775.8% $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 40.7% $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 4304.5% $1.10万 加仓
MRSH MARSH & MCLENNAN COS INC $24.40万0.00%1,407 70.5% $1,214 加仓
COF CAPITAL ONE FINL CORP $23.72万0.00%1,300 00.0% — 不变
EMR EMERSON ELEC CO $23.07万0.00%1,761 16110.1% $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 00.0% — 不变
AZN ASTRAZENECA PLC $00.00%0 -103,194-100.0% -$1,889.90万 清仓
SONY SONY GROUP CORP $00.00%0 -371,198-100.0% -$960.66万 清仓
HOOD ROBINHOOD MKTS INC $00.00%0 -73,825-100.0% -$834.96万 清仓
SAP SAP SE $00.00%0 -26,013-100.0% -$616.30万 清仓
BA BOEING CO $00.00%0 -28,034-100.0% -$608.67万 清仓
TME TENCENT MUSIC ENTMT GROUP $00.00%0 -334,026-100.0% -$596.57万 清仓
IBN ICICI BANK LIMITED $00.00%0 -198,300-100.0% -$594.70万 清仓
U UNITY SOFTWARE INC $00.00%0 -123,087-100.0% -$543.68万 清仓
SHOP SHOPIFY INC $00.00%0 -27,195-100.0% -$437.76万 清仓
KWEB KRANESHARES TRUST $00.00%0 -125,584-100.0% -$427.61万 清仓
JKS JINKOSOLAR HLDG CO LTD $00.00%0 -118,079-100.0% -$329.91万 清仓
VST VISTRA CORP $00.00%0 -20,131-100.0% -$324.77万 清仓
XP XP INC $00.00%0 -197,874-100.0% -$320.16万 清仓
PBR PETROLEO BRASILEIRO SA PETRO $00.00%0 —— — 申报中断
NU NU HLDGS LTD $00.00%0 -175,435-100.0% -$293.68万 清仓
SE SEA LTD $00.00%0 -22,303-100.0% -$293.26万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -4,860-100.0% -$275.25万 清仓
APP APPLOVIN CORP $00.00%0 -4,025-100.0% -$271.21万 清仓
MLM MARTIN MARIETTA MATLS INC $00.00%0 -4,325-100.0% -$269.30万 清仓
KR KROGER CO $00.00%0 -42,353-100.0% -$264.62万 清仓
COPX GLOBAL X FDS $00.00%0 -34,507-100.0% -$247.73万 清仓
SLV ISHARES SILVER TR $00.00%0 -13,125-100.0% -$84.55万 清仓
— HONEYWELL INTL INC $00.00%0 -4,122-100.0% -$80.42万 清仓
CNR CORE NATURAL RESOURCES INC $00.00%0 -7,400-100.0% -$65.50万 清仓
GOOG ALPHABET INC $00.00%0 -1,522-100.0% -$47.76万 清仓
TDW TIDEWATER INC NEW $00.00%0 -7,900-100.0% -$39.90万 清仓
ORCL ORACLE CORP $00.00%0 -1,712-100.0% -$33.37万 清仓
NEE NEXTERA ENERGY INC $00.00%0 -3,818-100.0% -$30.65万 清仓
STT STATE STR CORP $00.00%0 -2,375-100.0% -$30.64万 清仓
— VANECK ETF TRUST $00.00%0 -6,000-100.0% -$22.50万 清仓
CTAS CINTAS CORP $00.00%0 -1,132-100.0% -$21.29万 清仓
IE IVANHOE ELECTRIC INC $00.00%0 -12,700-100.0% -$20.29万 清仓