CCG WEALTH MANAGEMENT, LLC
SAN DIEGO CA · SEC CIK 0001771169
$4.31亿2026Q2 申报市值
150持仓数
58.2%前十大占比 · 第一大 13.2%
26 / 12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
SCHP 新建仓+$1,538.23万
SCHF 加仓+$997.07万
IWR 加仓+$202.68万
QQQ 加仓+$120.32万
IJR 加仓+$109.79万
2026Q2 卖出最多 按季末市值估算
AX 减仓-$1,489.05万
SPYM 减仓-$862.67万
SRE 减仓-$452.82万
BIL 清仓-$85.27万
EXXON MOBIL CORP 清仓-$68.66万
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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,305 | -100.0% | -$85.27万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -4,047 | -100.0% | -$68.66万 | 清仓 |
| WYFI | WHITEFIBER INC | $0 | 0.00% | 0 | -30,999 | -100.0% | -$36.92万 | 清仓 |
| BTBT | BIT DIGITAL INC | $0 | 0.00% | 0 | -169,000 | -100.0% | -$22.14万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,154 | -100.0% | -$22.12万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,656 | -100.0% | -$22.06万 | 清仓 |
| PLPC | PREFORMED LINE PRODS CO | $0 | 0.00% | 0 | -805 | -100.0% | -$21.80万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,694 | -100.0% | -$20.94万 | 清仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $0 | 0.00% | 0 | -24,118 | -100.0% | -$4.05万 | 清仓 |
| — | CARPARTS COM INC | $0 | 0.00% | 0 | -38,473 | -100.0% | -$3.02万 | 清仓 |
| — | SES AI CORPORATION | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9,620 | 清仓 |
| — | WHEELS UP EXPERIENCE INC | $0 | 0.00% | 0 | -11,500 | -100.0% | -$5,940 | 清仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $3.97万 | 0.01% | 16,403 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES TR | $13.16万 | 0.03% | 16,495 | 11 | 0.1% | $88 | 加仓 |
| — | TILRAY BRANDS INC | $13.41万 | 0.03% | 29,862 | 29,862 | — | $13.41万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $20.11万 | 0.05% | 5,000 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $20.32万 | 0.05% | 7,000 | 7,000 | — | $20.32万 | 新建仓 |
| BA | BOEING CO | $20.39万 | 0.05% | 942 | 942 | — | $20.39万 | 新建仓 |
| NFLX | NETFLIX INC. | $20.68万 | 0.05% | 2,896 | -448 | -13.4% | -$3.20万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $20.73万 | 0.05% | 619 | 619 | — | $20.73万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $20.73万 | 0.05% | 608 | 608 | — | $20.73万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $21.48万 | 0.05% | 4,300 | 4,300 | — | $21.48万 | 新建仓 |
| — | PROSHARES TR | $22.28万 | 0.05% | 3,200 | 3,200 | — | $22.28万 | 新建仓 |
| APH | AMPHENOL CORP | $23.06万 | 0.05% | 1,306 | -316 | -19.5% | -$5.58万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $23.10万 | 0.05% | 1,267 | 1,267 | — | $23.10万 | 新建仓 |
| RDW | REDWIRE CORPORATION | $23.24万 | 0.05% | 19,000 | 19,000 | — | $23.24万 | 新建仓 |
| MS | MORGAN STANLEY | $23.50万 | 0.05% | 1,124 | 1,124 | — | $23.50万 | 新建仓 |
| — | MICROSOFT CORP 看跌期权 | $23.54万 | 0.05% | 2,000 | 2,000 | — | $23.54万 | 新建仓 |
| RTX | RTX CORPORATION | $23.64万 | 0.05% | 1,246 | 45 | 3.7% | $8,539 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $23.69万 | 0.05% | 5,235 | 5,235 | — | $23.69万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $23.76万 | 0.06% | 3,683 | 3,683 | — | $23.76万 | 新建仓 |
| PFE | PFIZER INC | $24.48万 | 0.06% | 10,166 | -692 | -6.4% | -$1.67万 | 减仓 |
| IWV | ISHARES TR | $25.67万 | 0.06% | 602 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $25.68万 | 0.06% | 930 | 930 | — | $25.68万 | 新建仓 |
| IREN | IREN LIMITED | $25.72万 | 0.06% | 5,625 | 5,625 | — | $25.72万 | 新建仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $26.10万 | 0.06% | 2,594 | 2,594 | — | $26.10万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $26.41万 | 0.06% | 7,231 | 7,231 | — | $26.41万 | 新建仓 |
| MRK | MERCK & CO INC | $26.72万 | 0.06% | 2,066 | 142 | 7.4% | $1.84万 | 加仓 |
| HCI | HCI GROUP INC | $26.83万 | 0.06% | 1,531 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $27.03万 | 0.06% | 763 | -133 | -14.8% | -$4.71万 | 减仓 |
| IWN | ISHARES TR | $27.23万 | 0.06% | 1,231 | -99 | -7.4% | -$2.19万 | 减仓 |
| — | PROSHARES TR | $27.60万 | 0.06% | 20,367 | 20,367 | — | $27.60万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $27.63万 | 0.06% | 637 | 637 | — | $27.63万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $29.63万 | 0.07% | 8,202 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $30.26万 | 0.07% | 3,447 | -69 | -2.0% | -$6,057 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.37万 | 0.07% | 398 | 398 | — | $30.37万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $30.88万 | 0.07% | 1,748 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $32.49万 | 0.08% | 4,560 | 574 | 14.4% | $4.09万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $32.96万 | 0.08% | 1,106 | 1,106 | — | $32.96万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $33.41万 | 0.08% | 9,598 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $34.15万 | 0.08% | 2,902 | -139 | -4.6% | -$1.64万 | 减仓 |
| GEV | GE VERNOVA INC | $34.80万 | 0.08% | 296 | 6 | 2.1% | $7,053 | 加仓 |
| VO | VANGUARD INDEX FDS | $34.89万 | 0.08% | 4,330 | -10 | -0.2% | -$806 | 减仓 |
| CSCO | CISCO SYS INC | $35.46万 | 0.08% | 3,019 | 207 | 7.4% | $2.43万 | 加仓 |
| EFA | ISHARES TR | $36.26万 | 0.08% | 3,491 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $36.34万 | 0.08% | 3,370 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $36.68万 | 0.09% | 550 | 10 | 1.9% | $6,669 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $37.48万 | 0.09% | 5,185 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $40.70万 | 0.09% | 2,780 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.07万 | 0.10% | 3,520 | -191 | -5.1% | -$2.23万 | 减仓 |
| AMAT | APPLIED MATLS INC | $42.58万 | 0.10% | 589 | 589 | — | $42.58万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $43.67万 | 0.10% | 3,416 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $45.15万 | 0.10% | 4,419 | -26 | -0.6% | -$2,657 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $45.17万 | 0.10% | 13,347 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $46.10万 | 0.11% | 4,288 | 87 | 2.1% | $9,352 | 加仓 |
| IYR | ISHARES TR | $46.35万 | 0.11% | 4,533 | -76 | -1.6% | -$7,771 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $46.49万 | 0.11% | 9,225 | 230 | 2.6% | $1.16万 | 加仓 |
| MLPA | GLOBAL X FDS | $47.26万 | 0.11% | 8,903 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $47.47万 | 0.11% | 8,331 | 232 | 2.9% | $1.32万 | 加仓 |
| KO | COCA COLA CO | $47.48万 | 0.11% | 5,805 | 86 | 1.5% | $7,034 | 加仓 |
| PINS | PINTEREST INC | $51.05万 | 0.12% | 24,273 | 24,273 | — | $51.05万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $51.39万 | 0.12% | 10,111 | -134 | -1.3% | -$6,811 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $51.63万 | 0.12% | 2,033 | 102 | 5.3% | $2.59万 | 加仓 |
| SRE | SEMPRA | $52.64万 | 0.12% | 5,639 | -48,503 | -89.6% | -$452.82万 | 减仓 |
| GE | GE AEROSPACE | $52.68万 | 0.12% | 1,410 | 82 | 6.2% | $3.06万 | 加仓 |
| IBND | SPDR SERIES TRUST | $53.11万 | 0.12% | 17,033 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $55.40万 | 0.13% | 3,968 | 3,968 | — | $55.40万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $55.74万 | 0.13% | 4,753 | -92 | -1.9% | -$1.08万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $57.27万 | 0.13% | 16,950 | -1,841 | -9.8% | -$6.22万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $57.55万 | 0.13% | 6,067 | -385 | -6.0% | -$3.65万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $58.49万 | 0.14% | 852 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $60.19万 | 0.14% | 3,302 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $61.49万 | 0.14% | 3,450 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $62.37万 | 0.14% | 2,076 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $63.93万 | 0.15% | 11,925 | -218 | -1.8% | -$1.17万 | 减仓 |
| LLY | ELI LILLY & CO | $68.85万 | 0.16% | 574 | 50 | 9.5% | $6.00万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $69.19万 | 0.16% | 5,848 | 55 | 0.9% | $6,507 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $69.84万 | 0.16% | 605 | 605 | — | $69.84万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $73.04万 | 0.17% | 8,479 | 493 | 6.2% | $4.25万 | 加仓 |
| QCOM | QUALCOMM INC | $75.78万 | 0.18% | 4,101 | 120 | 3.0% | $2.22万 | 加仓 |
| V | VISA INC | $76.57万 | 0.18% | 2,232 | 114 | 5.4% | $3.91万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $77.22万 | 0.18% | 1,858 | -357 | -16.1% | -$14.84万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $78.74万 | 0.18% | 2,153 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $80.85万 | 0.19% | 3,417 | 8 | 0.2% | $1,893 | 加仓 |
| EBAY | EBAY INC. | $81.52万 | 0.19% | 7,295 | 27 | 0.4% | $3,017 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $82.74万 | 0.19% | 27,839 | -1,359 | -4.7% | -$4.04万 | 减仓 |
| UUP | INVESCO DB US DLR INDEX TR | $86.35万 | 0.20% | 30,395 | -980 | -3.1% | -$2.78万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $90.65万 | 0.21% | 28,586 | 163 | 0.6% | $5,169 | 加仓 |
| IVV | ISHARES TR | $95.21万 | 0.22% | 1,271 | -665 | -34.3% | -$49.81万 | 减仓 |
| AX | AXOS FINANCIAL INC | $97.39万 | 0.23% | 10,000 | -152,896 | -93.9% | -$1,489.05万 | 减仓 |