Colonial Trust Advisors
SPARTANBURG SC · SEC CIK 0001567993
$14.36亿2026Q2 申报市值
803持仓数
34.4%前十大占比 · 第一大 6.2%
107 / 32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+$239.92万
AGG 加仓+$147.71万
FLOT 加仓+$131.75万
TSM 加仓+$84.10万
ASML 加仓+$70.43万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$301.63万
AMAT 减仓-$109.46万
GS 减仓-$60.88万
BSCQ 减仓-$54.08万
ZTS 减仓-$53.34万
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 |
|---|---|---|---|---|---|---|---|---|
| BDN | BRANDYWINE RLTY TR SH BEN INT NEW | $16 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $13 | 0.00% | 0 | 0 | — | -$13 | 清仓 |
| — | XOS INC WT EXP 082026 | $11 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORP COM | $10 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | REALPHA TECH CORP COM | $8 | 0.00% | 4 | -107 | -96.4% | -$214 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $8 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -17,778 | -100.0% | -$301.63万 | 清仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $0 | 0.00% | 0 | -600 | -100.0% | -$5.46万 | 清仓 |
| IQV | IQVIA HLDGS INC COM | $0 | 0.00% | 0 | -150 | -100.0% | -$2.56万 | 清仓 |
| MSB | MESABI TR CTF BEN INT | $0 | 0.00% | 0 | -750 | -100.0% | -$2.36万 | 清仓 |
| — | CLEARWAY ENERGY INC CL A | $0 | 0.00% | 0 | -600 | -100.0% | -$2.35万 | 清仓 |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | $0 | 0.00% | 0 | -200 | -100.0% | -$1.74万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL COM | $0 | 0.00% | 0 | -197 | -100.0% | -$1.34万 | 清仓 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $0 | 0.00% | 0 | -2,000 | -100.0% | -$1.33万 | 清仓 |
| RMT | ROYCE MICRO-CAP TR INC COM | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.13万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $0 | 0.00% | 0 | -800 | -100.0% | -$1.12万 | 清仓 |
| RDDT | REDDIT INC CL A | $0 | 0.00% | 0 | -80 | -100.0% | -$1.08万 | 清仓 |
| MARA | MARA HOLDINGS INC COM | $0 | 0.00% | 0 | -1,000 | -100.0% | -$8,160 | 清仓 |
| CODI | COMPASS DIVERSIFIED SH BEN INT | $0 | 0.00% | 0 | -1,000 | -100.0% | -$7,860 | 清仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $0 | 0.00% | 0 | -300 | -100.0% | -$7,644 | 清仓 |
| HCA | HCA HEALTHCARE INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$6,625 | 清仓 |
| WRB | BERKLEY W R CORP COM | $0 | 0.00% | 0 | -97 | -100.0% | -$6,429 | 清仓 |
| XYL | XYLEM INC COM | $0 | 0.00% | 0 | -50 | -100.0% | -$5,975 | 清仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF | $0 | 0.00% | 0 | -86 | -100.0% | -$5,121 | 清仓 |
| LPLA | LPL FINL HLDGS INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$4,512 | 清仓 |
| CHWY | CHEWY INC CL A | $0 | 0.00% | 0 | -150 | -100.0% | -$4,050 | 清仓 |
| CNM | CORE & MAIN INC CL A | $0 | 0.00% | 0 | -50 | -100.0% | -$2,470 | 清仓 |
| BTBT | BIT DIGITAL INC SHS | $0 | 0.00% | 0 | -1,700 | -100.0% | -$2,227 | 清仓 |
| — | LEVERAGE SHARES 2X LONG UNH DAILY ETF | $0 | 0.00% | 0 | -75 | -100.0% | -$1,529 | 清仓 |
| LW | LAMB WESTON HLDGS INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$1,226 | 清仓 |
| — | UNITI GROUP INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$94 | 清仓 |
| EMB | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $0 | 0.00% | 0 | 0 | — | -$42 | 清仓 |
| EWBC | EAST WEST BANCORP INC COM | $0 | 0.00% | 0 | 0 | — | -$29 | 清仓 |
| — | YIELDMAX NVDA OPTION INCOME STRATEGY ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$8 | 清仓 |
| — | ISHARES MSCI GLOBAL MULTIFACTOR ETF | $0 | 0.00% | 0 | 0 | — | — | 清仓 |