COLTON GROOME FINANCIAL ADVISORS, LLC
ASHEVILLE NC · SEC CIK 0001780330
$3.51亿2026Q1 申报市值
137持仓数
55.3%前十大占比 · 第一大 17.4%
7 / 5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
AGG 加仓+$215.51万
TSM 新建仓+$169.52万
EFA 加仓+$142.36万
IVV 加仓+$125.02万
NXPI 新建仓+$118.10万
2026Q1 卖出最多 按季末市值估算
XLK 减仓-$110.36万
KLAC 减仓-$93.20万
EBAY 清仓-$90.09万
AVGO 减仓-$83.88万
AFL 减仓-$52.55万
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 |
|---|---|---|---|---|---|---|---|---|
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -10,343 | -100.0% | -$90.09万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -8,348 | -100.0% | -$44.22万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -3,971 | -100.0% | -$41.97万 | 清仓 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | -13,400 | -100.0% | -$30.85万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWJ | ISHARES INC | $0 | 0.00% | 0 | -2,489 | -100.0% | -$20.10万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $15.30万 | 0.04% | 12,089 | 690 | 6.1% | $8,735 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.06万 | 0.06% | 201 | 201 | — | $20.06万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $20.39万 | 0.06% | 674 | -11 | -1.6% | -$3,327 | 减仓 |
| SYY | SYSCO CORP | $20.50万 | 0.06% | 2,874 | -420 | -12.8% | -$3.00万 | 减仓 |
| CVX | CHEVRON CORPORATION | $21.17万 | 0.06% | 1,023 | 1,023 | — | $21.17万 | 新建仓 |
| SO | SOUTHERN CO | $21.45万 | 0.06% | 2,222 | 0 | 0.0% | — | 重新持有 |
| FTEC | FIDELITY COVINGTON TRUST | $21.74万 | 0.06% | 1,045 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $22.26万 | 0.06% | 4,633 | 313 | 7.2% | $1.50万 | 加仓 |
| PRK | PARK NATL CORP | $22.49万 | 0.06% | 1,376 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $23.82万 | 0.07% | 2,890 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $23.84万 | 0.07% | 2,484 | -50 | -2.0% | -$4,799 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $24.17万 | 0.07% | 8,311 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.24万 | 0.07% | 1,000 | -21 | -2.1% | -$5,090 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.44万 | 0.07% | 6,321 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $24.51万 | 0.07% | 6,168 | -1,415 | -18.7% | -$5.62万 | 减仓 |
| IGLB | ISHARES TR | $25.50万 | 0.07% | 5,139 | 5,139 | — | $25.50万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $26.07万 | 0.07% | 5,750 | 200 | 3.6% | $9,068 | 加仓 |
| ABBV | ABBVIE INC | $26.08万 | 0.07% | 1,199 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $26.55万 | 0.08% | 3,535 | 0 | 0.0% | — | 不变 |
| EFAX | SPDR INDEX SHS FDS | $26.72万 | 0.08% | 5,370 | 280 | 5.5% | $1.39万 | 加仓 |
| EAGG | ISHARES TR | $26.84万 | 0.08% | 5,645 | 50 | 0.9% | $2,378 | 加仓 |
| ITOT | ISHARES TR | $27.13万 | 0.08% | 1,905 | -7 | -0.4% | -$997 | 减仓 |
| VTV | VANGUARD INDEX FDS | $27.57万 | 0.08% | 1,405 | -65 | -4.4% | -$1.28万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $28.04万 | 0.08% | 1,941 | -41 | -2.1% | -$5,922 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.48万 | 0.08% | 438 | -2 | -0.5% | -$1,301 | 减仓 |
| VGT | VANGUARD WORLD FD | $29.09万 | 0.08% | 417 | -160 | -27.7% | -$11.16万 | 减仓 |
| IVE | ISHARES TR | $29.46万 | 0.08% | 1,395 | -189 | -11.9% | -$3.99万 | 减仓 |
| MCD | MCDONALDS CORP | $29.90万 | 0.09% | 962 | 962 | — | $29.90万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $30.60万 | 0.09% | 7,494 | -875 | -10.5% | -$3.57万 | 减仓 |
| CMI | CUMMINS INC | $31.21万 | 0.09% | 580 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $31.54万 | 0.09% | 1,100 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $31.97万 | 0.09% | 973 | -25 | -2.5% | -$8,215 | 减仓 |
| HD | HOME DEPOT INC | $32.07万 | 0.09% | 975 | 15 | 1.6% | $4,933 | 加仓 |
| CSCO | CISCO SYS INC | $33.07万 | 0.09% | 4,262 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $33.32万 | 0.09% | 11,867 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $33.58万 | 0.10% | 1,550 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $34.33万 | 0.10% | 3,296 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $34.70万 | 0.10% | 1,808 | -86 | -4.5% | -$1.65万 | 减仓 |
| USMV | ISHARES TR | $36.17万 | 0.10% | 3,900 | -63 | -1.6% | -$5,843 | 减仓 |
| META | META PLATFORMS INC | $37.02万 | 0.11% | 647 | -15 | -2.3% | -$8,582 | 减仓 |
| PYLD | PIMCO ETF TR | $38.39万 | 0.11% | 14,651 | -98 | -0.7% | -$2,568 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $39.57万 | 0.11% | 1,840 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $40.90万 | 0.12% | 217 | 0 | 0.0% | — | 不变 |
| SFST | SOUTHERN FIRST BANCSHARES | $41.83万 | 0.12% | 7,675 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $42.09万 | 0.12% | 7,787 | -30 | -0.4% | -$1,621 | 减仓 |
| VDE | VANGUARD WORLD FD | $42.14万 | 0.12% | 2,435 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $42.68万 | 0.12% | 2,447 | -146 | -5.6% | -$2.55万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $42.97万 | 0.12% | 2,167 | 2,167 | — | $42.97万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $43.19万 | 0.12% | 1,767 | 5 | 0.3% | $1,222 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $43.50万 | 0.12% | 14,934 | -3,371 | -18.4% | -$9.82万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $45.13万 | 0.13% | 17,615 | -11,230 | -38.9% | -$28.77万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $45.87万 | 0.13% | 1,579 | 175 | 12.5% | $5.08万 | 加仓 |
| KO | COCA COLA CO | $46.47万 | 0.13% | 6,111 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $47.00万 | 0.13% | 3,195 | -496 | -13.4% | -$7.30万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $50.69万 | 0.14% | 848 | -148 | -14.9% | -$8.85万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $50.91万 | 0.14% | 19,855 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $53.31万 | 0.15% | 5,615 | -733 | -11.5% | -$6.96万 | 减仓 |
| LOW | LOWES COS INC | $54.65万 | 0.16% | 2,313 | -109 | -4.5% | -$2.58万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $56.08万 | 0.16% | 9,470 | 6 | 0.1% | $355 | 加仓 |
| VUG | VANGUARD INDEX FDS | $58.88万 | 0.17% | 1,348 | 0 | 0.0% | — | 不变 |
| GMUB | GOLDMAN SACHS ETF TR | $60.15万 | 0.17% | 11,805 | 400 | 3.5% | $2.04万 | 加仓 |
| USIG | ISHARES TR | $61.67万 | 0.18% | 12,038 | -76 | -0.6% | -$3,893 | 减仓 |
| IVW | ISHARES TR | $62.13万 | 0.18% | 5,493 | -563 | -9.3% | -$6.37万 | 减仓 |
| AFL | AFLAC INC | $63.76万 | 0.18% | 5,812 | -4,790 | -45.2% | -$52.55万 | 减仓 |
| — | EXXON MOBIL CORP | $63.79万 | 0.18% | 3,760 | -10 | -0.3% | -$1,697 | 减仓 |
| MA | MASTERCARD INCORPORATED | $64.51万 | 0.18% | 1,291 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $64.91万 | 0.18% | 9,480 | -789 | -7.7% | -$5.40万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $67.58万 | 0.19% | 27,304 | 1,400 | 5.4% | $3.46万 | 加仓 |
| XVV | ISHARES TR | $68.00万 | 0.19% | 13,815 | 3,310 | 31.5% | $16.29万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.20% | 1 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $74.88万 | 0.21% | 2,038 | 28 | 1.4% | $1.03万 | 加仓 |
| IDEV | ISHARES TR | $75.95万 | 0.22% | 9,088 | -519 | -5.4% | -$4.34万 | 减仓 |
| GOOG | ALPHABET INC | $78.43万 | 0.22% | 2,734 | -205 | -7.0% | -$5.88万 | 减仓 |
| MGV | VANGUARD WORLD FD | $82.72万 | 0.24% | 5,707 | -437 | -7.1% | -$6.33万 | 减仓 |
| TJX | TJX COS INC NEW | $84.32万 | 0.24% | 5,280 | -50 | -0.9% | -$7,985 | 减仓 |
| EMR | EMERSON ELEC CO | $86.34万 | 0.25% | 6,590 | 957 | 17.0% | $12.54万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $87.82万 | 0.25% | 17,575 | 10,441 | 146.4% | $52.17万 | 加仓 |
| GLD | SPDR GOLD TR | $88.90万 | 0.25% | 2,066 | -199 | -8.8% | -$8.56万 | 减仓 |
| PEP | PEPSICO INC | $90.92万 | 0.26% | 5,855 | 250 | 4.5% | $3.88万 | 加仓 |
| IJR | ISHARES TR | $93.29万 | 0.27% | 7,505 | -104 | -1.4% | -$1.29万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $97.33万 | 0.28% | 2,031 | -88 | -4.2% | -$4.22万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $104.62万 | 0.30% | 6,062 | 807 | 15.4% | $13.93万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $106.68万 | 0.30% | 11,351 | 376 | 3.4% | $3.53万 | 加仓 |
| QCOM | QUALCOMM INC | $110.59万 | 0.31% | 8,587 | 1,760 | 25.8% | $22.67万 | 加仓 |
| IEMG | ISHARES INC | $110.67万 | 0.32% | 15,867 | -270 | -1.7% | -$1.88万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $115.49万 | 0.33% | 18,023 | -1,055 | -5.5% | -$6.76万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $118.10万 | 0.34% | 5,999 | 5,999 | — | $118.10万 | 新建仓 |
| BLK | BLACKROCK INC | $125.12万 | 0.36% | 1,301 | 47 | 3.7% | $4.52万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $134.10万 | 0.38% | 6,444 | 270 | 4.4% | $5.62万 | 加仓 |
| AMZN | AMAZON COM INC | $134.42万 | 0.38% | 6,454 | 23 | 0.4% | $4,790 | 加仓 |
| ETN | EATON CORP PLC | $135.99万 | 0.39% | 3,802 | 176 | 4.9% | $6.30万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $136.86万 | 0.39% | 4,266 | -681 | -13.8% | -$21.85万 | 减仓 |