Capstone Financial Advisors, Inc.
DOWNERS GROVE IL · SEC CIK 0001599217
$20.53亿2026Q2 申报市值
192持仓数
74.5%前十大占比 · 第一大 17.8%
17 / 17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
VTI 加仓+$718.80万
BND 加仓+$446.13万
SBUX 新建仓+$298.12万
NFRA 加仓+$295.85万
BNDX 加仓+$156.27万
2026Q2 卖出最多 按季末市值估算
IWB 减仓-$361.38万
VTEB 减仓-$184.44万
TILT 减仓-$144.83万
VT 清仓-$114.94万
VOO 减仓-$108.82万
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 |
|---|---|---|---|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | $48.55万 | 0.02% | 2,841 | 2,841 | — | $48.55万 | 新建仓 |
| IJR | ISHARES TR | $48.97万 | 0.02% | 3,302 | -26 | -0.8% | -$3,856 | 减仓 |
| MPC | MARATHON PETE CORP | $49.55万 | 0.02% | 1,938 | 34 | 1.8% | $8,693 | 加仓 |
| KMX | CARMAX INC | $50.25万 | 0.02% | 9,500 | 500 | 5.6% | $2.64万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $50.51万 | 0.02% | 4,059 | -489 | -10.8% | -$6.09万 | 减仓 |
| V | VISA INC | $51.67万 | 0.03% | 1,506 | 77 | 5.4% | $2.64万 | 加仓 |
| MSTR | STRATEGY INC | $53.09万 | 0.03% | 6,107 | -7,117 | -53.8% | -$61.87万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $54.08万 | 0.03% | 2,482 | 314 | 14.5% | $6.84万 | 加仓 |
| AMGN | AMGEN INC | $54.78万 | 0.03% | 1,513 | 10 | 0.7% | $3,620 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $55.78万 | 0.03% | 1,168 | -882 | -43.0% | -$42.12万 | 减仓 |
| AGGY | WISDOMTREE TR | $56.20万 | 0.03% | 12,925 | 142 | 1.1% | $6,174 | 加仓 |
| VGT | VANGUARD WORLD FD | $59.91万 | 0.03% | 5,012 | 36 | 0.7% | $4,303 | 加仓 |
| BY | BYLINE BANCORP INC | $60.41万 | 0.03% | 16,040 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $61.53万 | 0.03% | 5,238 | 41 | 0.8% | $4,816 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $61.59万 | 0.03% | 1,821 | -11 | -0.6% | -$3,721 | 减仓 |
| GLD | SPDR GOLD TR | $62.77万 | 0.03% | 1,704 | -102 | -5.6% | -$3.76万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $62.98万 | 0.03% | 5,116 | 69 | 1.4% | $8,494 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $63.01万 | 0.03% | 5,401 | -71 | -1.3% | -$8,284 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $64.43万 | 0.03% | 11,182 | -1,250 | -10.1% | -$7.20万 | 减仓 |
| CVX | CHEVRON CORPORATION | $64.50万 | 0.03% | 3,891 | 277 | 7.7% | $4.59万 | 加仓 |
| AVGO | BROADCOM INC | $65.46万 | 0.03% | 1,733 | 304 | 21.3% | $11.48万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $66.26万 | 0.03% | 22,880 | 9 | 0.0% | $261 | 加仓 |
| ESGV | VANGUARD WORLD FD | $72.74万 | 0.04% | 5,500 | -266 | -4.6% | -$3.52万 | 减仓 |
| GIS | GENERAL MILLS INC | $72.83万 | 0.04% | 20,928 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $74.69万 | 0.04% | 2,476 | 2,476 | — | $74.69万 | 新建仓 |
| TSLA | TESLA INC | $76.38万 | 0.04% | 1,816 | -691 | -27.6% | -$29.06万 | 减仓 |
| GE | GE AEROSPACE | $78.64万 | 0.04% | 2,104 | 23 | 1.1% | $8,597 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $79.40万 | 0.04% | 18,389 | 5,000 | 37.3% | $21.59万 | 加仓 |
| HD | HOME DEPOT INC | $80.00万 | 0.04% | 2,268 | 105 | 4.9% | $3.70万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $83.24万 | 0.04% | 14,739 | 238 | 1.6% | $1.34万 | 加仓 |
| GEV | GE VERNOVA INC | $84.55万 | 0.04% | 720 | 30 | 4.3% | $3.52万 | 加仓 |
| GWW | WW GRAINGER INC | $85.16万 | 0.04% | 626 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $85.77万 | 0.04% | 715 | 88 | 14.0% | $10.56万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $86.59万 | 0.04% | 2,007 | -114 | -5.4% | -$4.92万 | 减仓 |
| GOOG | ALPHABET INC | $87.90万 | 0.04% | 2,488 | 270 | 12.2% | $9.54万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $98.07万 | 0.05% | 17,398 | 107 | 0.6% | $6,031 | 加仓 |
| ABBV | ABBVIE INC | $98.48万 | 0.05% | 3,914 | 55 | 1.4% | $1.38万 | 加仓 |
| IVV | ISHARES TR | $98.66万 | 0.05% | 1,317 | -69 | -5.0% | -$5.17万 | 减仓 |
| IWV | ISHARES TR | $100.76万 | 0.05% | 2,363 | 5 | 0.2% | $2,132 | 加仓 |
| VOO | VANGUARD INDEX FDS | $101.20万 | 0.05% | 1,473 | -1,584 | -51.8% | -$108.82万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $102.66万 | 0.05% | 4,983 | 2 | 0.0% | $412 | 加仓 |
| MRK | MERCK & CO INC | $106.76万 | 0.05% | 8,309 | 65 | 0.8% | $8,352 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $110.23万 | 0.05% | 17,935 | 4,783 | 36.4% | $29.40万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $110.95万 | 0.05% | 43,424 | 447 | 1.0% | $1.14万 | 加仓 |
| CI | THE CIGNA GROUP | $114.63万 | 0.06% | 4,158 | 1 | 0.0% | $276 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $117.99万 | 0.06% | 31,667 | 10,917 | 52.6% | $40.68万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $124.69万 | 0.06% | 24,448 | 13,739 | 128.3% | $70.07万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $125.33万 | 0.06% | 1,642 | 51 | 3.2% | $3.89万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $130.74万 | 0.06% | 5,148 | 263 | 5.4% | $6.68万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $138.46万 | 0.07% | 180,286 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $141.71万 | 0.07% | 23,571 | -69 | -0.3% | -$4,148 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $147.77万 | 0.07% | 2,953 | 16 | 0.5% | $8,006 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $148.57万 | 0.07% | 5,283 | 31 | 0.6% | $8,718 | 加仓 |
| KO | COCA COLA CO | $149.22万 | 0.07% | 18,361 | 1,275 | 7.5% | $10.36万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $157.68万 | 0.08% | 30,206 | 1,339 | 4.6% | $6.99万 | 加仓 |
| MUB | ISHARES TR | $166.25万 | 0.08% | 15,448 | -727 | -4.5% | -$7.82万 | 减仓 |
| — | EXXON MOBIL CORP | $182.86万 | 0.09% | 13,375 | 124 | 0.9% | $1.70万 | 加仓 |
| INTC | INTEL CORP | $187.91万 | 0.09% | 13,458 | -670 | -4.7% | -$9.35万 | 减仓 |
| META | META PLATFORMS INC | $188.40万 | 0.09% | 3,345 | 318 | 10.5% | $17.91万 | 加仓 |
| WMT | WALMART INC | $197.47万 | 0.10% | 17,435 | 195 | 1.1% | $2.21万 | 加仓 |
| AMAT | APPLIED MATLS INC | $202.72万 | 0.10% | 2,804 | 369 | 15.2% | $26.68万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $218.65万 | 0.11% | 3,764 | 1,317 | 53.8% | $76.51万 | 加仓 |
| ETN | EATON CORP PLC | $233.09万 | 0.11% | 5,470 | 22 | 0.4% | $9,375 | 加仓 |
| LRCX | LAM RESEARCH CORP | $247.42万 | 0.12% | 5,710 | 737 | 14.8% | $31.93万 | 加仓 |
| QQQ | INVESCO QQQ TR | $249.59万 | 0.12% | 3,389 | 34 | 1.0% | $2.50万 | 加仓 |
| TY | TRI CONTL CORP | $259.92万 | 0.13% | 75,513 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $262.12万 | 0.13% | 63,544 | -2,634 | -4.0% | -$10.87万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $277.24万 | 0.14% | 11,425 | 325 | 2.9% | $7.89万 | 加仓 |
| CAT | CATERPILLAR INC | $286.75万 | 0.14% | 2,693 | 30 | 1.1% | $3.19万 | 加仓 |
| SBUX | STARBUCKS CORP | $298.12万 | 0.15% | 29,174 | 29,174 | — | $298.12万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $304.59万 | 0.15% | 4,079 | -44 | -1.1% | -$3.29万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $313.84万 | 0.15% | 63,134 | -3,078 | -4.6% | -$15.30万 | 减仓 |
| QCOM | QUALCOMM INC | $314.87万 | 0.15% | 17,039 | 2 | 0.0% | $370 | 加仓 |
| GOOGL | ALPHABET INC | $342.90万 | 0.17% | 9,595 | 17 | 0.2% | $6,075 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $347.90万 | 0.17% | 67,306 | 8,371 | 14.2% | $43.27万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $376.94万 | 0.18% | 4,029 | 16 | 0.4% | $1.50万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $379.43万 | 0.18% | 3,287 | -211 | -6.0% | -$24.36万 | 减仓 |
| CME | CME GROUP INC | $400.45万 | 0.20% | 18,134 | 17 | 0.1% | $3,754 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.20万 | 0.26% | 7 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $594.12万 | 0.29% | 48,931 | -244 | -0.5% | -$2.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $618.85万 | 0.30% | 16,590 | 381 | 2.4% | $14.21万 | 加仓 |
| IAGG | ISHARES TR | $638.84万 | 0.31% | 126,254 | 1,460 | 1.2% | $7.39万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $654.86万 | 0.32% | 129,470 | -36,464 | -22.0% | -$184.44万 | 减仓 |
| IGF | ISHARES TR | $746.92万 | 0.36% | 112,150 | 600 | 0.5% | $4.00万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $766.65万 | 0.37% | 22,634 | -36 | -0.2% | -$1.22万 | 减仓 |
| AGG | ISHARES TR | $862.37万 | 0.42% | 87,126 | 1,333 | 1.6% | $13.19万 | 加仓 |
| AMZN | AMAZON COM INC | $889.62万 | 0.43% | 37,326 | -1,587 | -4.1% | -$37.82万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $910.61万 | 0.44% | 38,484 | -799 | -2.0% | -$18.91万 | 减仓 |
| IWM | ISHARES TR | $1,040.70万 | 0.51% | 34,638 | -435 | -1.2% | -$13.07万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,051.93万 | 0.51% | 14,956 | -222 | -1.5% | -$15.61万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,475.58万 | 0.72% | 311,435 | -5,070 | -1.6% | -$24.02万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,053.19万 | 1.00% | 102,613 | 642 | 0.6% | $12.85万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,086.23万 | 1.02% | 63,735 | -2,278 | -3.5% | -$74.57万 | 减仓 |
| REET | ISHARES TR | $2,351.49万 | 1.15% | 851,372 | 1,040 | 0.1% | $2.87万 | 加仓 |
| ITOT | ISHARES TR | $3,635.31万 | 1.77% | 221,301 | 3,114 | 1.4% | $51.15万 | 加仓 |
| AAPL | APPLE INC | $4,013.73万 | 1.96% | 138,711 | -3,305 | -2.3% | -$95.63万 | 减仓 |
| TILT | FLEXSHARES TR | $4,369.80万 | 2.13% | 158,287 | -5,246 | -3.2% | -$144.83万 | 减仓 |
| TLTD | FLEXSHARES TR | $4,483.77万 | 2.18% | 457,172 | -1,030 | -0.2% | -$10.10万 | 减仓 |
| MCD | MCDONALDS CORP | $5,221.92万 | 2.54% | 193,183 | -1,231 | -0.6% | -$33.28万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5,446.80万 | 2.65% | 1,124,674 | 32,268 | 3.0% | $156.27万 | 加仓 |