CCG WEALTH MANAGEMENT, LLC
SAN DIEGO CA · SEC CIK 0001771169
$3.69亿2026Q1 申报市值
136持仓数
57.2%前十大占比 · 第一大 15.5%
40 / 3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
QQQ 加仓+$1,755.78万
AX 加仓+$1,256.75万
SPYM 加仓+$910.22万
SFLR 加仓+$743.67万
SPY 加仓+$656.12万
2026Q1 卖出最多 按季末市值估算
CSGP 清仓-$28.05万
STGW 清仓-$24.37万
IBM 清仓-$22.99万
SCHX 减仓-$21.22万
IVW 减仓-$1.53万
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 |
|---|---|---|---|---|---|---|---|---|
| IUS | INVESCO EXCH TRD SLF IDX FD | $156.88万 | 0.43% | 27,088 | 22,922 | 550.2% | $132.75万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $158.74万 | 0.43% | 45,963 | 37,150 | 421.5% | $128.30万 | 加仓 |
| CVX | CHEVRON CORPORATION | $165.20万 | 0.45% | 7,985 | 1,537 | 23.8% | $31.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $186.07万 | 0.50% | 3,883 | 1,186 | 44.0% | $56.83万 | 加仓 |
| MTUM | ISHARES TR | $191.15万 | 0.52% | 7,965 | 3 | 0.0% | $720 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $195.97万 | 0.53% | 24,311 | 4,683 | 23.9% | $37.75万 | 加仓 |
| HYG | ISHARES TR | $204.86万 | 0.56% | 25,749 | 22,210 | 627.6% | $176.70万 | 加仓 |
| IWF | ISHARES TR | $216.27万 | 0.59% | 5,072 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $220.03万 | 0.60% | 6,690 | 1,508 | 29.1% | $49.60万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $230.61万 | 0.63% | 89,940 | -8,275 | -8.4% | -$21.22万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $245.40万 | 0.67% | 7,649 | 2,037 | 36.3% | $65.35万 | 加仓 |
| MCHB | MECHANICS BANCORP | $252.33万 | 0.68% | 171,072 | 113,472 | 197.0% | $167.37万 | 加仓 |
| IVW | ISHARES TR | $254.43万 | 0.69% | 22,494 | -135 | -0.6% | -$1.53万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $278.58万 | 0.76% | 13,694 | 9,937 | 264.5% | $202.15万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $281.52万 | 0.76% | 2,825 | 1,648 | 140.0% | $164.23万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $287.82万 | 0.78% | 56,457 | 1,969 | 3.6% | $10.04万 | 加仓 |
| META | META PLATFORMS INC | $291.04万 | 0.79% | 5,087 | 2,113 | 71.0% | $120.89万 | 加仓 |
| GLD | SPDR GOLD TR | $304.17万 | 0.82% | 7,069 | 3,209 | 83.1% | $138.08万 | 加仓 |
| AMZN | AMAZON COM INC | $334.11万 | 0.91% | 16,042 | 7,794 | 94.5% | $162.33万 | 加仓 |
| WMT | WALMART INC | $371.06万 | 1.01% | 29,802 | 13,009 | 77.5% | $161.97万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $394.80万 | 1.07% | 27,333 | 13,812 | 102.2% | $199.50万 | 加仓 |
| GOOGL | ALPHABET INC | $429.53万 | 1.16% | 14,937 | 7,213 | 93.4% | $207.42万 | 加仓 |
| TSLA | TESLA INC | $465.82万 | 1.26% | 12,530 | 8,033 | 178.6% | $298.64万 | 加仓 |
| SRE | SEMPRA | $528.50万 | 1.43% | 54,142 | 6,188 | 12.9% | $60.40万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $541.92万 | 1.47% | 162,740 | 133,583 | 458.2% | $444.83万 | 加仓 |
| IAU | ISHARES GOLD TR | $687.06万 | 1.86% | 77,933 | 61,694 | 379.9% | $543.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $719.07万 | 1.95% | 41,230 | 28,424 | 222.0% | $495.73万 | 加仓 |
| GOOG | ALPHABET INC | $740.23万 | 2.01% | 25,805 | 8,395 | 48.2% | $240.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $788.20万 | 2.14% | 21,293 | 6,871 | 47.6% | $254.34万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $906.39万 | 2.46% | 255,746 | 209,834 | 457.0% | $743.67万 | 加仓 |
| AAPL | APPLE INC | $1,076.42万 | 2.92% | 42,414 | 22,175 | 109.6% | $562.78万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,120.72万 | 3.04% | 17,187 | 10,062 | 141.2% | $656.12万 | 加仓 |
| IJR | ISHARES TR | $1,351.71万 | 3.66% | 108,737 | 21,736 | 25.0% | $270.20万 | 加仓 |
| AX | AXOS FINANCIAL INC | $1,386.08万 | 3.76% | 162,896 | 147,696 | 971.7% | $1,256.75万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,553.73万 | 4.21% | 627,770 | 67,184 | 12.0% | $166.28万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,465.42万 | 6.68% | 251,805 | 33,434 | 15.3% | $327.35万 | 加仓 |
| IWR | ISHARES TR | $2,739.70万 | 7.43% | 281,775 | 44,323 | 18.7% | $430.95万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,793.90万 | 7.57% | 48,406 | 30,420 | 169.1% | $1,755.78万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,709.25万 | 15.48% | 745,917 | 118,921 | 19.0% | $910.22万 | 加仓 |