COLTON GROOME FINANCIAL ADVISORS, LLC
ASHEVILLE NC · SEC CIK 0001780330
$4.14亿2026Q2 申报市值
164持仓数
52.3%前十大占比 · 第一大 17.1%
28 / 4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
EFA 加仓+$200.20万
IWB 新建仓+$180.59万
IBDR 新建仓+$146.52万
MUB 加仓+$132.48万
VTI 加仓+$117.60万
2026Q2 卖出最多 按季末市值估算
MDT 清仓-$156.02万
IBTI 减仓-$63.09万
AMGN 减仓-$58.48万
ACN 清仓-$42.97万
SUB 减仓-$28.64万
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 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -18,005 | -100.0% | -$156.02万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,167 | -100.0% | -$42.97万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,023 | -100.0% | -$21.17万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -201 | -100.0% | -$20.06万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $16.96万 | 0.04% | 13,167 | 1,078 | 8.9% | $1.39万 | 加仓 |
| WFC | WELLS FARGO & CO | $20.06万 | 0.05% | 2,427 | 2,427 | — | $20.06万 | 新建仓 |
| TFC | TRUIST FINL CORP | $20.46万 | 0.05% | 4,106 | -489 | -10.6% | -$2.44万 | 重新持有 |
| DMXF | ISHARES TR | $21.02万 | 0.05% | 2,485 | 2,485 | — | $21.02万 | 新建仓 |
| SVAL | ISHARES TR | $21.39万 | 0.05% | 5,119 | 5,119 | — | $21.39万 | 新建仓 |
| MS | MORGAN STANLEY | $21.42万 | 0.05% | 1,025 | 1,025 | — | $21.42万 | 新建仓 |
| BDEC | INNOVATOR ETFS TRUST | $22.06万 | 0.05% | 4,147 | 4,147 | — | $22.06万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $22.29万 | 0.05% | 4,052 | 4,052 | — | $22.29万 | 新建仓 |
| IWM | ISHARES TR | $22.53万 | 0.05% | 750 | -78 | -9.4% | -$2.34万 | 重新持有 |
| SCHV | SCHWAB STRATEGIC TR | $22.79万 | 0.06% | 6,546 | -290 | -4.2% | -$1.01万 | 重新持有 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $23.21万 | 0.06% | 4,709 | 4,709 | — | $23.21万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $23.27万 | 0.06% | 4,804 | 171 | 3.7% | $8,282 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $23.51万 | 0.06% | 1,858 | 1,858 | — | $23.51万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $23.61万 | 0.06% | 5,982 | -186 | -3.0% | -$7,341 | 减仓 |
| VB | VANGUARD INDEX FDS | $23.67万 | 0.06% | 781 | 781 | — | $23.67万 | 新建仓 |
| SYY | SYSCO CORP | $24.03万 | 0.06% | 2,875 | 1 | 0.0% | $84 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $24.11万 | 0.06% | 2,484 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES TR | $24.32万 | 0.06% | 4,861 | -278 | -5.4% | -$1.39万 | 减仓 |
| PRK | PARK NATL CORP | $25.18万 | 0.06% | 1,376 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $25.22万 | 0.06% | 1,038 | 1,038 | — | $25.22万 | 新建仓 |
| SO | SOUTHERN CO | $25.57万 | 0.06% | 2,671 | 449 | 20.2% | $4.30万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $25.59万 | 0.06% | 2,890 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $26.12万 | 0.06% | 6,321 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $26.83万 | 0.06% | 5,660 | 15 | 0.3% | $711 | 加仓 |
| PG | PROCTER & GAMBLE CO | $26.84万 | 0.06% | 1,830 | -111 | -5.7% | -$1.63万 | 减仓 |
| WASH | WASHINGTON TR BANCORP INC | $26.96万 | 0.07% | 7,390 | 7,390 | — | $26.96万 | 新建仓 |
| PFE | PFIZER INC | $28.54万 | 0.07% | 11,854 | -13 | -0.1% | -$313 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.77万 | 0.07% | 1,023 | 23 | 2.3% | $6,468 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $29.84万 | 0.07% | 1,045 | 0 | 0.0% | — | 不变 |
| EFAX | SPDR INDEX SHS FDS | $29.90万 | 0.07% | 5,525 | 155 | 2.9% | $8,389 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $30.03万 | 0.07% | 8,311 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $30.62万 | 0.07% | 1,405 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $30.63万 | 0.07% | 973 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $30.81万 | 0.07% | 3,194 | -706 | -18.1% | -$6.81万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.91万 | 0.07% | 405 | 405 | — | $30.91万 | 新建仓 |
| IWS | ISHARES TR | $31.04万 | 0.08% | 1,886 | 1,886 | — | $31.04万 | 新建仓 |
| ITOT | ISHARES TR | $31.29万 | 0.08% | 1,905 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $31.60万 | 0.08% | 3,773 | 238 | 6.7% | $1.99万 | 加仓 |
| VO | VANGUARD INDEX FDS | $31.62万 | 0.08% | 3,924 | 3,924 | — | $31.62万 | 新建仓 |
| IVE | ISHARES TR | $31.67万 | 0.08% | 1,395 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $32.86万 | 0.08% | 1,100 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $32.99万 | 0.08% | 1,550 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $33.45万 | 0.08% | 1,238 | 276 | 28.7% | $7.46万 | 加仓 |
| BAC | BANK OF AMER CORP | $33.74万 | 0.08% | 5,922 | 5,922 | — | $33.74万 | 新建仓 |
| META | META PLATFORMS INC | $34.25万 | 0.08% | 608 | -39 | -6.0% | -$2.20万 | 减仓 |
| VDE | VANGUARD WORLD FD | $34.60万 | 0.08% | 2,305 | -130 | -5.3% | -$1.95万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $34.80万 | 0.08% | 1,029 | 355 | 52.7% | $12.01万 | 加仓 |
| HD | HOME DEPOT INC | $35.18万 | 0.09% | 998 | 23 | 2.4% | $8,108 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $35.96万 | 0.09% | 3,600 | 3,600 | — | $35.96万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $37.19万 | 0.09% | 1,882 | 1,882 | — | $37.19万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $37.46万 | 0.09% | 2,000 | 2,000 | — | $37.46万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $38.27万 | 0.09% | 3,202 | -134 | -4.0% | -$1.60万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $39.27万 | 0.09% | 8,919 | 1,425 | 19.0% | $6.27万 | 加仓 |
| USIG | ISHARES TR | $40.90万 | 0.10% | 7,975 | -4,063 | -33.8% | -$20.84万 | 减仓 |
| CMI | CUMMINS INC | $41.37万 | 0.10% | 580 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $45.15万 | 0.11% | 217 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $45.38万 | 0.11% | 7,602 | -185 | -2.4% | -$1.10万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $45.53万 | 0.11% | 17,840 | 225 | 1.3% | $5,742 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $46.59万 | 0.11% | 1,969 | 129 | 7.0% | $3.05万 | 加仓 |
| ORCL | ORACLE CORP | $46.80万 | 0.11% | 3,194 | -1 | -0.0% | -$147 | 减仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $46.89万 | 0.11% | 7,675 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $46.93万 | 0.11% | 4,965 | -650 | -11.6% | -$6.14万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $47.22万 | 0.11% | 8,669 | 8,669 | — | $47.22万 | 新建仓 |
| — | EXXON MOBIL CORP | $48.91万 | 0.12% | 3,577 | -183 | -4.9% | -$2.50万 | 减仓 |
| CSCO | CISCO SYS INC | $50.14万 | 0.12% | 4,269 | 7 | 0.2% | $822 | 加仓 |
| KO | COCA COLA CO | $50.37万 | 0.12% | 6,198 | 87 | 1.4% | $7,070 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $50.54万 | 0.12% | 14,934 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $51.69万 | 0.12% | 1,763 | 184 | 11.7% | $5.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $52.39万 | 0.13% | 2,618 | 171 | 7.0% | $3.42万 | 加仓 |
| XAR | SPDR SERIES TRUST | $52.59万 | 0.13% | 1,853 | 1,853 | — | $52.59万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $52.84万 | 0.13% | 10,466 | 10,466 | — | $52.84万 | 新建仓 |
| PYLD | PIMCO ETF TR | $53.12万 | 0.13% | 20,030 | 5,379 | 36.7% | $14.27万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $53.17万 | 0.13% | 2,499 | 691 | 38.2% | $14.70万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $54.58万 | 0.13% | 21,003 | 21,003 | — | $54.58万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $56.87万 | 0.14% | 2,239 | 472 | 26.7% | $11.99万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $57.99万 | 0.14% | 844 | -4 | -0.5% | -$2,748 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $58.43万 | 0.14% | 19,855 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $58.85万 | 0.14% | 2,669 | 356 | 15.4% | $7.85万 | 加仓 |
| USHY | ISHARES TR | $59.05万 | 0.14% | 15,950 | 15,950 | — | $59.05万 | 新建仓 |
| — | ISHARES TR | $65.96万 | 0.16% | 6,353 | 3,057 | 92.7% | $31.74万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $66.31万 | 0.16% | 888 | 450 | 102.7% | $33.60万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $66.59万 | 0.16% | 1,297 | 6 | 0.5% | $3,080 | 加仓 |
| IWX | ISHARES TR | $67.03万 | 0.16% | 6,374 | 6,374 | — | $67.03万 | 新建仓 |
| XVV | ISHARES TR | $67.27万 | 0.16% | 11,845 | -1,970 | -14.3% | -$11.19万 | 减仓 |
| AFL | AFLAC INC | $68.18万 | 0.16% | 5,815 | 3 | 0.1% | $352 | 加仓 |
| VUG | VANGUARD INDEX FDS | $69.67万 | 0.17% | 8,088 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $71.82万 | 0.17% | 8,069 | -1,019 | -11.2% | -$9.07万 | 减仓 |
| TFI | SPDR SERIES TRUST | $74.08万 | 0.18% | 16,175 | 10,425 | 181.3% | $47.75万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.18% | 1 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $75.55万 | 0.18% | 5,493 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $75.63万 | 0.18% | 27,304 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $79.52万 | 0.19% | 6,404 | 6,404 | — | $79.52万 | 新建仓 |
| ACWX | ISHARES TR | $80.16万 | 0.19% | 10,532 | 1,052 | 11.1% | $8.01万 | 加仓 |
| TJX | TJX COS INC NEW | $81.02万 | 0.20% | 5,348 | 68 | 1.3% | $1.03万 | 加仓 |
| MGK | VANGUARD WORLD FD | $81.23万 | 0.20% | 9,240 | -950 | -9.3% | -$8.35万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $82.62万 | 0.20% | 12,229 | 2,759 | 29.1% | $18.64万 | 加仓 |