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 |
|---|---|---|---|---|---|---|---|---|
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -4,171 | -100.0% | -$28.05万 | 清仓 |
| STGW | STAGWELL INC | $0 | 0.00% | 0 | -49,835 | -100.0% | -$24.37万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -776 | -100.0% | -$22.99万 | 清仓 |
| — | WHEELS UP EXPERIENCE INC | $5,940 | 0.00% | 11,500 | 0 | 0.0% | — | 不变 |
| — | SES AI CORPORATION | $9,620 | 0.00% | 10,000 | 10,000 | — | $9,620 | 新建仓 |
| — | CARPARTS COM INC | $3.02万 | 0.01% | 38,473 | 38,473 | — | $3.02万 | 新建仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $3.89万 | 0.01% | 16,403 | 0 | 0.0% | — | 不变 |
| IKT | INHIBIKASE THERAPEUTICS INC | $4.05万 | 0.01% | 24,118 | 24,118 | — | $4.05万 | 新建仓 |
| BITO | PROSHARES TR | $15.35万 | 0.04% | 16,484 | 16,484 | — | $15.35万 | 新建仓 |
| APH | AMPHENOL CORP | $20.52万 | 0.06% | 1,622 | -50 | -3.0% | -$6,327 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $20.94万 | 0.06% | 3,694 | 3,694 | — | $20.94万 | 新建仓 |
| PLPC | PREFORMED LINE PRODS CO | $21.80万 | 0.06% | 805 | 805 | — | $21.80万 | 新建仓 |
| CSCO | CISCO SYS INC | $21.82万 | 0.06% | 2,812 | 2,812 | — | $21.82万 | 新建仓 |
| NLR | VANECK ETF TRUST | $22.06万 | 0.06% | 1,656 | 1,656 | — | $22.06万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $22.12万 | 0.06% | 2,154 | 300 | 16.2% | $3.08万 | 加仓 |
| BTBT | BIT DIGITAL INC | $22.14万 | 0.06% | 169,000 | 15,000 | 9.7% | $1.97万 | 加仓 |
| IWV | ISHARES TR | $22.31万 | 0.06% | 602 | 602 | — | $22.31万 | 新建仓 |
| RTX | RTX CORPORATION | $23.18万 | 0.06% | 1,201 | 1,201 | — | $23.18万 | 新建仓 |
| MRK | MERCK & CO INC | $23.31万 | 0.06% | 1,924 | 1,924 | — | $23.31万 | 新建仓 |
| HCI | HCI GROUP INC | $23.67万 | 0.06% | 1,531 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $23.85万 | 0.06% | 8,202 | 8,202 | — | $23.85万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $23.86万 | 0.06% | 5,000 | 5,000 | — | $23.86万 | 新建仓 |
| IWN | ISHARES TR | $25.22万 | 0.07% | 1,330 | -7 | -0.5% | -$1,327 | 减仓 |
| GEV | GE VERNOVA INC | $25.33万 | 0.07% | 290 | 290 | — | $25.33万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.54万 | 0.07% | 3,986 | 3,986 | — | $25.54万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $28.96万 | 0.08% | 1,748 | 1,748 | — | $28.96万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $29.27万 | 0.08% | 9,598 | 679 | 7.6% | $2.07万 | 加仓 |
| PFE | PFIZER INC | $30.49万 | 0.08% | 10,858 | 1,074 | 11.0% | $3.02万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $30.75万 | 0.08% | 896 | 896 | — | $30.75万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $30.84万 | 0.08% | 3,370 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $31.16万 | 0.08% | 1,085 | 111 | 11.4% | $3.19万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $31.79万 | 0.09% | 5,185 | 432 | 9.1% | $2.65万 | 加仓 |
| NFLX | NETFLIX INC. | $32.15万 | 0.09% | 3,344 | 378 | 12.7% | $3.63万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $32.66万 | 0.09% | 3,516 | 3,516 | — | $32.66万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $32.67万 | 0.09% | 540 | 7 | 1.3% | $4,235 | 加仓 |
| EFA | ISHARES TR | $33.91万 | 0.09% | 3,491 | 3,491 | — | $33.91万 | 新建仓 |
| BX | BLACKSTONE INC | $34.97万 | 0.09% | 3,041 | 1,029 | 51.1% | $11.83万 | 加仓 |
| IWP | ISHARES TR | $35.62万 | 0.10% | 2,780 | 268 | 10.7% | $3.43万 | 加仓 |
| WYFI | WHITEFIBER INC | $36.92万 | 0.10% | 30,999 | 14,365 | 86.4% | $17.11万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $37.48万 | 0.10% | 3,416 | 3,416 | — | $37.48万 | 新建仓 |
| GE | GE AEROSPACE | $37.76万 | 0.10% | 1,328 | 1,328 | — | $37.76万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $38.88万 | 0.11% | 13,347 | 936 | 7.5% | $2.73万 | 加仓 |
| BAC | BANK AMERICA CORP | $39.48万 | 0.11% | 8,099 | 3,422 | 73.2% | $16.68万 | 加仓 |
| SBUX | STARBUCKS CORP | $39.82万 | 0.11% | 4,445 | 4,445 | — | $39.82万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $41.06万 | 0.11% | 8,995 | 8,995 | — | $41.06万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $41.33万 | 0.11% | 4,201 | 4,201 | — | $41.33万 | 新建仓 |
| IYR | ISHARES TR | $43.58万 | 0.12% | 4,609 | 4,609 | — | $43.58万 | 新建仓 |
| KO | COCA COLA CO | $43.78万 | 0.12% | 5,719 | 1,132 | 24.7% | $8.67万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $47.21万 | 0.13% | 1,931 | 273 | 16.5% | $6.67万 | 加仓 |
| MLPA | GLOBAL X FDS | $47.96万 | 0.13% | 8,903 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $48.20万 | 0.13% | 524 | 21 | 4.2% | $1.93万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $50.90万 | 0.14% | 852 | 852 | — | $50.90万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $51.19万 | 0.14% | 10,245 | 10,245 | — | $51.19万 | 新建仓 |
| QCOM | QUALCOMM INC | $51.27万 | 0.14% | 3,981 | 136 | 3.5% | $1.75万 | 加仓 |
| IWM | ISHARES TR | $51.48万 | 0.14% | 2,076 | 745 | 56.0% | $18.48万 | 加仓 |
| IYY | ISHARES TR | $52.32万 | 0.14% | 3,302 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $52.80万 | 0.14% | 4,845 | 4,845 | — | $52.80万 | 新建仓 |
| IBND | SPDR SERIES TRUST | $52.94万 | 0.14% | 17,033 | 17,033 | — | $52.94万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $54.28万 | 0.15% | 3,711 | 175 | 4.9% | $2.56万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $54.94万 | 0.15% | 6,452 | -33 | -0.5% | -$2,810 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $58.10万 | 0.16% | 138 | 26 | 23.2% | $10.95万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $58.15万 | 0.16% | 1,331 | 1,331 | — | $58.15万 | 新建仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $58.71万 | 0.16% | 18,791 | 18,791 | — | $58.71万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $59.94万 | 0.16% | 2,215 | 1,157 | 109.4% | $31.31万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $59.95万 | 0.16% | 12,143 | 12,143 | — | $59.95万 | 新建仓 |
| V | VISA INC | $64.01万 | 0.17% | 2,118 | 950 | 81.3% | $28.71万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $64.55万 | 0.17% | 5,793 | 2,398 | 70.6% | $26.72万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $65.07万 | 0.18% | 2,153 | 11 | 0.5% | $3,325 | 加仓 |
| EBAY | EBAY INC. | $66.15万 | 0.18% | 7,268 | 7,268 | — | $66.15万 | 新建仓 |
| — | EXXON MOBIL CORP | $68.66万 | 0.19% | 4,047 | 1,534 | 61.0% | $26.03万 | 加仓 |
| CAT | CATERPILLAR INC | $70.86万 | 0.19% | 1,000 | 1,000 | — | $70.86万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $73.32万 | 0.20% | 3,409 | 3,409 | — | $73.32万 | 新建仓 |
| TQQQ | PROSHARES TR | $77.39万 | 0.21% | 18,568 | 3,405 | 22.5% | $14.19万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $81.75万 | 0.22% | 29,198 | 29,198 | — | $81.75万 | 新建仓 |
| IWC | ISHARES TR | $84.26万 | 0.23% | 5,279 | 5,279 | — | $84.26万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $85.27万 | 0.23% | 9,305 | 5,629 | 153.1% | $51.58万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $86.12万 | 0.23% | 17,822 | 13,362 | 299.6% | $64.57万 | 加仓 |
| UUP | INVESCO DB US DLR INDEX TR | $87.16万 | 0.24% | 31,375 | 31,375 | — | $87.16万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $87.20万 | 0.24% | 28,423 | 58 | 0.2% | $1,779 | 加仓 |
| VGT | VANGUARD WORLD FD | $87.24万 | 0.24% | 1,250 | 680 | 119.3% | $47.46万 | 加仓 |
| IJH | ISHARES TR | $98.13万 | 0.27% | 14,531 | 95 | 0.7% | $6,415 | 加仓 |
| VHT | VANGUARD WORLD FD | $99.00万 | 0.27% | 3,635 | 30 | 0.8% | $8,170 | 加仓 |
| SPYI | NEOS ETF TRUST | $100.28万 | 0.27% | 20,311 | 5,509 | 37.2% | $27.20万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $101.14万 | 0.27% | 18,540 | 18,540 | — | $101.14万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $101.84万 | 0.28% | 2,038 | 1,359 | 200.1% | $67.91万 | 加仓 |
| ABBV | ABBVIE INC | $104.22万 | 0.28% | 4,792 | 2,398 | 100.2% | $52.15万 | 加仓 |
| AVGO | BROADCOM INC | $104.80万 | 0.28% | 3,386 | 247 | 7.9% | $7.64万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $110.07万 | 0.30% | 5,735 | 5,735 | — | $110.07万 | 新建仓 |
| TLH | ISHARES TR | $111.25万 | 0.30% | 11,045 | 7,625 | 223.0% | $76.80万 | 加仓 |
| ATI | ATI INC | $113.42万 | 0.31% | 7,797 | 15 | 0.2% | $2,182 | 加仓 |
| AGG | ISHARES TR | $115.18万 | 0.31% | 11,603 | 8,086 | 229.9% | $80.27万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $121.61万 | 0.33% | 1,967 | 465 | 31.0% | $28.75万 | 加仓 |
| TLT | ISHARES TR | $122.52万 | 0.33% | 14,133 | 9,068 | 179.0% | $78.61万 | 加仓 |
| IVV | ISHARES TR | $126.48万 | 0.34% | 1,936 | 51 | 2.7% | $3.33万 | 加仓 |
| IEF | ISHARES TR | $138.95万 | 0.38% | 14,559 | 10,455 | 254.8% | $99.78万 | 加仓 |
| QQQI | NEOS ETF TRUST | $140.48万 | 0.38% | 28,271 | 7,610 | 36.8% | $37.81万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $142.72万 | 0.39% | 1,687 | 950 | 128.9% | $80.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $146.85万 | 0.40% | 4,992 | 2,577 | 106.7% | $75.81万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $147.31万 | 0.40% | 2,162 | 28 | 1.3% | $1.91万 | 加仓 |
| USMV | ISHARES TR | $148.24万 | 0.40% | 15,984 | -63 | -0.4% | -$5,843 | 减仓 |