Capstone Financial Advisors, Inc.
DOWNERS GROVE IL · SEC CIK 0001599217
$18.57亿2026Q1 申报市值
187持仓数
74.6%前十大占比 · 第一大 16.7%
17 / 11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
NVDA 加仓+$487.99万
VTI 加仓+$370.09万
JPM 加仓+$314.96万
DIMENSIONAL ETF 加仓+$258.71万
VT 新建仓+$114.94万
2026Q1 卖出最多 按季末市值估算
TILT 减仓-$121.24万
MCD 减仓-$113.22万
IWB 减仓-$96.73万
IXUS 减仓-$93.61万
DFAX 减仓-$85.66万
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 |
|---|---|---|---|---|---|---|---|---|
| FCX | FREEPORT MCMORAN INC | $46.78万 | 0.03% | 7,958 | 960 | 13.7% | $5.64万 | 加仓 |
| NFLX | NETFLIX INC. | $49.14万 | 0.03% | 5,111 | -358 | -6.5% | -$3.44万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.78万 | 0.03% | 2,447 | 505 | 26.0% | $10.27万 | 加仓 |
| BY | BYLINE BANCORP INC | $50.64万 | 0.03% | 16,040 | 169 | 1.1% | $5,335 | 加仓 |
| PEP | PEPSICO INC | $52.39万 | 0.03% | 3,374 | 11 | 0.3% | $1,708 | 加仓 |
| AMGN | AMGEN INC | $52.88万 | 0.03% | 1,503 | 3 | 0.2% | $1,056 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $54.59万 | 0.03% | 10,709 | 3,078 | 40.3% | $15.69万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $55.42万 | 0.03% | 1,832 | -95 | -4.9% | -$2.87万 | 减仓 |
| AGGY | WISDOMTREE TR | $55.54万 | 0.03% | 12,783 | -193 | -1.5% | -$8,386 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $56.58万 | 0.03% | 13,389 | -30 | -0.2% | -$1,268 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $57.41万 | 0.03% | 22,871 | -391 | -1.7% | -$9,814 | 减仓 |
| LLY | ELI LILLY & CO | $57.63万 | 0.03% | 627 | 12 | 2.0% | $1.10万 | 加仓 |
| GE | GE AEROSPACE | $59.05万 | 0.03% | 2,081 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $60.23万 | 0.03% | 690 | 94 | 15.8% | $8.21万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $62.11万 | 0.03% | 1,591 | 13 | 0.8% | $5,075 | 加仓 |
| INTC | INTEL CORP | $62.34万 | 0.03% | 14,128 | -1,124 | -7.4% | -$4.96万 | 减仓 |
| GOOG | ALPHABET INC | $63.61万 | 0.03% | 2,218 | -350 | -13.6% | -$10.04万 | 减仓 |
| T | AT&T INC | $63.84万 | 0.03% | 22,022 | 10,911 | 98.2% | $31.63万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $64.74万 | 0.03% | 5,766 | 174 | 3.1% | $1.95万 | 加仓 |
| GWW | WW GRAINGER INC | $68.28万 | 0.04% | 626 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $69.28万 | 0.04% | 2,050 | 968 | 89.5% | $32.71万 | 加仓 |
| HD | HOME DEPOT INC | $71.13万 | 0.04% | 2,163 | 17 | 0.8% | $5,591 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $73.02万 | 0.04% | 13,152 | 2,928 | 28.6% | $16.26万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $73.72万 | 0.04% | 20,750 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $74.78万 | 0.04% | 3,614 | 16 | 0.4% | $3,311 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $75.40万 | 0.04% | 12,432 | -598 | -4.6% | -$3.63万 | 减仓 |
| GLD | SPDR GOLD TR | $77.71万 | 0.04% | 1,806 | 189 | 11.7% | $8.13万 | 加仓 |
| GIS | GENERAL MILLS INC | $77.89万 | 0.04% | 20,928 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $79.39万 | 0.04% | 5,047 | 13 | 0.3% | $2,045 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $80.04万 | 0.04% | 5,472 | 21 | 0.4% | $3,072 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $80.34万 | 0.04% | 17,291 | -2,110 | -10.9% | -$9.80万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $82.19万 | 0.04% | 14,501 | 276 | 1.9% | $1.56万 | 加仓 |
| AMAT | APPLIED MATLS INC | $83.24万 | 0.04% | 2,435 | 2,435 | — | $83.24万 | 新建仓 |
| ABBV | ABBVIE INC | $83.93万 | 0.05% | 3,859 | 17 | 0.4% | $3,697 | 加仓 |
| IWV | ISHARES TR | $87.40万 | 0.05% | 2,358 | 5 | 0.2% | $1,853 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $90.18万 | 0.05% | 4,548 | -840 | -15.6% | -$16.66万 | 减仓 |
| IVV | ISHARES TR | $90.55万 | 0.05% | 1,386 | 58 | 4.4% | $3.79万 | 加仓 |
| TSLA | TESLA INC | $93.20万 | 0.05% | 2,507 | -299 | -10.7% | -$11.12万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $94.08万 | 0.05% | 42,977 | 464 | 1.1% | $1.02万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $97.65万 | 0.05% | 4,981 | -598 | -10.7% | -$11.72万 | 减仓 |
| MRK | MERCK & CO INC | $99.17万 | 0.05% | 8,244 | -619 | -7.0% | -$7.45万 | 减仓 |
| CAOS | EA SERIES TRUST | $100.68万 | 0.05% | 11,093 | 5,532 | 99.5% | $50.21万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $106.17万 | 0.06% | 28,867 | 9,327 | 47.7% | $34.30万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $106.26万 | 0.06% | 4,973 | 2,822 | 131.2% | $60.30万 | 加仓 |
| CI | THE CIGNA GROUP | $110.89万 | 0.06% | 4,157 | -24 | -0.6% | -$6,402 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $114.94万 | 0.06% | 8,310 | 8,310 | — | $114.94万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $118.18万 | 0.06% | 3,498 | 1,462 | 71.8% | $49.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $119.41万 | 0.06% | 4,885 | 7 | 0.1% | $1,711 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $125.30万 | 0.07% | 180,286 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $127.29万 | 0.07% | 5,252 | 89 | 1.7% | $2.16万 | 加仓 |
| KO | COCA COLA CO | $129.94万 | 0.07% | 17,086 | 7 | 0.0% | $532 | 加仓 |
| UL | UNILEVER PLC | $134.68万 | 0.07% | 23,640 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $140.74万 | 0.08% | 2,937 | -1,202 | -29.0% | -$57.60万 | 减仓 |
| MSTR | STRATEGY INC | $165.04万 | 0.09% | 13,224 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $171.70万 | 0.09% | 16,175 | -3,069 | -15.9% | -$32.58万 | 减仓 |
| META | META PLATFORMS INC | $173.21万 | 0.09% | 3,027 | 62 | 2.1% | $3.55万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $182.69万 | 0.10% | 3,057 | -821 | -21.2% | -$49.06万 | 减仓 |
| CAT | CATERPILLAR INC | $188.66万 | 0.10% | 2,663 | -174 | -6.1% | -$12.33万 | 减仓 |
| QQQ | INVESCO QQQ TR | $193.67万 | 0.10% | 3,355 | -383 | -10.2% | -$22.11万 | 减仓 |
| ETN | EATON CORP PLC | $194.86万 | 0.10% | 5,448 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $214.25万 | 0.12% | 17,240 | -6,023 | -25.9% | -$74.85万 | 减仓 |
| QCOM | QUALCOMM INC | $219.40万 | 0.12% | 17,037 | 4 | 0.0% | $515 | 加仓 |
| — | EXXON MOBIL CORP | $224.81万 | 0.12% | 13,251 | -99 | -0.7% | -$1.68万 | 减仓 |
| TY | TRI CONTL CORP | $238.55万 | 0.13% | 75,513 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $257.83万 | 0.14% | 66,178 | -937 | -1.4% | -$3.65万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $265.91万 | 0.14% | 58,935 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $268.15万 | 0.14% | 4,123 | -178 | -4.1% | -$11.58万 | 减仓 |
| GOOGL | ALPHABET INC | $275.43万 | 0.15% | 9,578 | -1,664 | -14.8% | -$47.85万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $303.05万 | 0.16% | 66,212 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $312.00万 | 0.17% | 11,100 | -14 | -0.1% | -$3,935 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $399.91万 | 0.22% | 4,013 | -1 | -0.0% | -$997 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $492.59万 | 0.27% | 49,175 | -252 | -0.5% | -$2.52万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 0.27% | 7 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $535.10万 | 0.29% | 18,117 | 7 | 0.0% | $2,067 | 加仓 |
| MSFT | MICROSOFT CORP | $600.01万 | 0.32% | 16,209 | 469 | 3.0% | $17.36万 | 加仓 |
| IAGG | ISHARES TR | $624.47万 | 0.34% | 124,794 | -1,110 | -0.9% | -$5.55万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $669.04万 | 0.36% | 22,670 | 129 | 0.6% | $3.81万 | 加仓 |
| IGF | ISHARES TR | $747.39万 | 0.40% | 111,550 | -458 | -0.4% | -$3.07万 | 减仓 |
| AMZN | AMAZON COM INC | $810.44万 | 0.44% | 38,913 | -449 | -1.1% | -$9.35万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $827.85万 | 0.45% | 165,934 | 1,665 | 1.0% | $8.31万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $844.82万 | 0.45% | 39,283 | -226 | -0.6% | -$4.86万 | 减仓 |
| AGG | ISHARES TR | $851.66万 | 0.46% | 85,793 | -2,252 | -2.6% | -$22.36万 | 减仓 |
| IWM | ISHARES TR | $869.81万 | 0.47% | 35,073 | -527 | -1.5% | -$13.07万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $936.10万 | 0.50% | 15,178 | -3 | -0.0% | -$1,850 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,393.25万 | 0.75% | 316,505 | -902 | -0.3% | -$3.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,778.37万 | 0.96% | 101,971 | 27,981 | 37.8% | $487.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,941.85万 | 1.05% | 66,013 | 10,707 | 19.4% | $314.96万 | 加仓 |
| REET | ISHARES TR | $2,138.59万 | 1.15% | 850,332 | 1,839 | 0.2% | $4.63万 | 加仓 |
| ITOT | ISHARES TR | $3,107.64万 | 1.67% | 218,187 | 3,994 | 1.9% | $56.89万 | 加仓 |
| AAPL | APPLE INC | $3,604.21万 | 1.94% | 142,016 | -2,963 | -2.0% | -$75.20万 | 减仓 |
| TILT | FLEXSHARES TR | $3,947.15万 | 2.13% | 163,533 | -5,023 | -3.0% | -$121.24万 | 减仓 |
| TLTD | FLEXSHARES TR | $4,306.54万 | 2.32% | 458,202 | -1,587 | -0.3% | -$14.92万 | 减仓 |
| IWF | ISHARES TR | $4,885.01万 | 2.63% | 114,564 | -125 | -0.1% | -$5.33万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5,249.01万 | 2.83% | 1,092,406 | -15,248 | -1.4% | -$73.27万 | 减仓 |
| MCD | MCDONALDS CORP | $6,042.18万 | 3.25% | 194,414 | -3,643 | -1.8% | -$113.22万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $7,017.09万 | 3.78% | 2,065,674 | -25,215 | -1.2% | -$85.66万 | 减仓 |
| IXUS | ISHARES TR | $7,852.37万 | 4.23% | 906,322 | -10,804 | -1.2% | -$93.61万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $8,866.49万 | 4.77% | 1,149,849 | 3,690 | 0.3% | $28.45万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.30亿 | 7.03% | 1,771,936 | 5,966 | 0.3% | $43.93万 | 加仓 |
| NFRA | FLEXSHARES TR | $1.47亿 | 7.93% | 2,304,218 | 14,209 | 0.6% | $90.87万 | 加仓 |