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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $149.15万 | 0.42% | 7,776 | -1,266 | -14.0% | -$24.28万 | 减仓 |
| MDT | MEDTRONIC PLC | $156.02万 | 0.44% | 18,005 | 1,045 | 6.2% | $9.06万 | 加仓 |
| SUB | ISHARES TR | $157.52万 | 0.45% | 14,791 | 100 | 0.7% | $1.07万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $163.77万 | 0.47% | 20,715 | -1,463 | -6.6% | -$11.57万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $169.52万 | 0.48% | 5,016 | 5,016 | — | $169.52万 | 新建仓 |
| MRK | MERCK & CO INC | $172.32万 | 0.49% | 14,325 | 233 | 1.7% | $2.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $186.32万 | 0.53% | 6,334 | 132 | 2.1% | $3.88万 | 加仓 |
| MUB | ISHARES TR | $188.04万 | 0.54% | 17,715 | 2,575 | 17.0% | $27.33万 | 加仓 |
| WMT | WALMART INC | $201.61万 | 0.57% | 16,222 | -327 | -2.0% | -$4.06万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $208.18万 | 0.59% | 25,394 | -787 | -3.0% | -$6.45万 | 减仓 |
| AMGN | AMGEN INC | $214.95万 | 0.61% | 6,109 | 528 | 9.5% | $18.58万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $215.02万 | 0.61% | 46,856 | 1,785 | 4.0% | $8.19万 | 加仓 |
| QQQ | INVESCO QQQ TR | $218.44万 | 0.62% | 3,785 | -78 | -2.0% | -$4.50万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $226.56万 | 0.65% | 40,042 | -2,626 | -6.2% | -$14.86万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $234.11万 | 0.67% | 38,216 | 663 | 1.8% | $4.06万 | 加仓 |
| V | VISA INC | $275.16万 | 0.78% | 9,104 | 281 | 3.2% | $8.49万 | 加仓 |
| IEFA | ISHARES TR | $284.60万 | 0.81% | 31,437 | -375 | -1.2% | -$3.39万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $286.72万 | 0.82% | 46,185 | 3,518 | 8.2% | $21.84万 | 加仓 |
| KLAC | KLA CORP | $305.38万 | 0.87% | 2,074 | -633 | -23.4% | -$93.20万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $319.18万 | 0.91% | 68,041 | -1,202 | -1.7% | -$5.64万 | 减仓 |
| GOOGL | ALPHABET INC | $325.09万 | 0.93% | 11,305 | 242 | 2.2% | $6.96万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $340.17万 | 0.97% | 68,901 | -2,046 | -2.9% | -$10.10万 | 减仓 |
| EWC | ISHARES INC | $351.15万 | 1.00% | 64,090 | 2,240 | 3.6% | $12.27万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $356.07万 | 1.01% | 24,287 | -1,750 | -6.7% | -$25.66万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $361.03万 | 1.03% | 36,874 | -189 | -0.5% | -$1.85万 | 减仓 |
| EMB | ISHARES TR | $377.61万 | 1.08% | 40,202 | 3,644 | 10.0% | $34.23万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $412.45万 | 1.17% | 53,887 | 1,555 | 3.0% | $11.90万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $418.01万 | 1.19% | 91,569 | -4,082 | -4.3% | -$18.63万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $437.91万 | 1.25% | 32,950 | -8,304 | -20.1% | -$110.36万 | 减仓 |
| AVGO | BROADCOM INC | $454.67万 | 1.29% | 14,690 | -2,710 | -15.6% | -$83.88万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $465.41万 | 1.33% | 96,319 | 7,017 | 7.9% | $33.91万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $468.94万 | 1.34% | 28,995 | -365 | -1.2% | -$5.90万 | 减仓 |
| IBTI | ISHARES TR | $472.65万 | 1.35% | 212,112 | -22,961 | -9.8% | -$51.16万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $563.82万 | 1.61% | 50,858 | 2,179 | 4.5% | $24.16万 | 加仓 |
| MSFT | MICROSOFT CORP | $633.69万 | 1.80% | 17,119 | 1,957 | 12.9% | $72.44万 | 加仓 |
| AAPL | APPLE INC | $736.12万 | 2.10% | 29,005 | 401 | 1.4% | $10.18万 | 加仓 |
| QLTA | ISHARES TR | $750.89万 | 2.14% | 157,783 | 196 | 0.1% | $9,328 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $758.14万 | 2.16% | 69,567 | 10,557 | 17.9% | $115.05万 | 加仓 |
| IJH | ISHARES TR | $1,122.48万 | 3.20% | 166,219 | 9,116 | 5.8% | $61.56万 | 加仓 |
| IGIB | ISHARES TR | $1,309.70万 | 3.73% | 246,092 | 18,960 | 8.3% | $100.91万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $1,419.70万 | 4.04% | 307,361 | 24,350 | 8.6% | $112.47万 | 加仓 |
| EEM | ISHARES TR | $1,728.76万 | 4.92% | 304,413 | 9,937 | 3.4% | $56.43万 | 加仓 |
| AGG | ISHARES TR | $2,654.00万 | 7.56% | 267,352 | 21,709 | 8.8% | $215.51万 | 加仓 |
| EFA | ISHARES TR | $2,841.60万 | 8.09% | 292,556 | 14,657 | 5.3% | $142.36万 | 加仓 |
| IVV | ISHARES TR | $6,096.13万 | 17.36% | 93,326 | 1,914 | 2.1% | $125.02万 | 加仓 |