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 |
|---|---|---|---|---|---|---|---|---|
| WYFI | WHITEFIBER INC | $36.92万 | 0.10% | 30,999 | 14,365 | 86.4% | $17.11万 | 加仓 |
| IWP | ISHARES TR | $35.62万 | 0.10% | 2,780 | 268 | 10.7% | $3.43万 | 加仓 |
| BX | BLACKSTONE INC | $34.97万 | 0.09% | 3,041 | 1,029 | 51.1% | $11.83万 | 加仓 |
| EFA | ISHARES TR | $33.91万 | 0.09% | 3,491 | 3,491 | — | $33.91万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $32.67万 | 0.09% | 540 | 7 | 1.3% | $4,235 | 加仓 |
| NEE | NEXTERA ENERGY INC | $32.66万 | 0.09% | 3,516 | 3,516 | — | $32.66万 | 新建仓 |
| NFLX | NETFLIX INC. | $32.15万 | 0.09% | 3,344 | 378 | 12.7% | $3.63万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $31.79万 | 0.09% | 5,185 | 432 | 9.1% | $2.65万 | 加仓 |
| VO | VANGUARD INDEX FDS | $31.16万 | 0.08% | 1,085 | 111 | 11.4% | $3.19万 | 加仓 |
| CWB | SPDR SERIES TRUST | $30.84万 | 0.08% | 3,370 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $30.75万 | 0.08% | 896 | 896 | — | $30.75万 | 新建仓 |
| PFE | PFIZER INC | $30.49万 | 0.08% | 10,858 | 1,074 | 11.0% | $3.02万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $29.27万 | 0.08% | 9,598 | 679 | 7.6% | $2.07万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $28.96万 | 0.08% | 1,748 | 1,748 | — | $28.96万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.54万 | 0.07% | 3,986 | 3,986 | — | $25.54万 | 新建仓 |
| GEV | GE VERNOVA INC | $25.33万 | 0.07% | 290 | 290 | — | $25.33万 | 新建仓 |
| IWN | ISHARES TR | $25.22万 | 0.07% | 1,330 | -7 | -0.5% | -$1,327 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $23.86万 | 0.06% | 5,000 | 5,000 | — | $23.86万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $23.85万 | 0.06% | 8,202 | 8,202 | — | $23.85万 | 新建仓 |
| HCI | HCI GROUP INC | $23.67万 | 0.06% | 1,531 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $23.31万 | 0.06% | 1,924 | 1,924 | — | $23.31万 | 新建仓 |
| RTX | RTX CORPORATION | $23.18万 | 0.06% | 1,201 | 1,201 | — | $23.18万 | 新建仓 |
| IWV | ISHARES TR | $22.31万 | 0.06% | 602 | 602 | — | $22.31万 | 新建仓 |
| BTBT | BIT DIGITAL INC | $22.14万 | 0.06% | 169,000 | 15,000 | 9.7% | $1.97万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $22.12万 | 0.06% | 2,154 | 300 | 16.2% | $3.08万 | 加仓 |
| NLR | VANECK ETF TRUST | $22.06万 | 0.06% | 1,656 | 1,656 | — | $22.06万 | 新建仓 |
| CSCO | CISCO SYS INC | $21.82万 | 0.06% | 2,812 | 2,812 | — | $21.82万 | 新建仓 |
| PLPC | PREFORMED LINE PRODS CO | $21.80万 | 0.06% | 805 | 805 | — | $21.80万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $20.94万 | 0.06% | 3,694 | 3,694 | — | $20.94万 | 新建仓 |
| APH | AMPHENOL CORP | $20.52万 | 0.06% | 1,622 | -50 | -3.0% | -$6,327 | 减仓 |
| BITO | PROSHARES TR | $15.35万 | 0.04% | 16,484 | 16,484 | — | $15.35万 | 新建仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $4.05万 | 0.01% | 24,118 | 24,118 | — | $4.05万 | 新建仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $3.89万 | 0.01% | 16,403 | 0 | 0.0% | — | 不变 |
| — | CARPARTS COM INC | $3.02万 | 0.01% | 38,473 | 38,473 | — | $3.02万 | 新建仓 |
| — | SES AI CORPORATION | $9,620 | 0.00% | 10,000 | 10,000 | — | $9,620 | 新建仓 |
| — | WHEELS UP EXPERIENCE INC | $5,940 | 0.00% | 11,500 | 0 | 0.0% | — | 不变 |
| 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 |