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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES TR | $34.33万 | 0.10% | 3,296 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $33.58万 | 0.10% | 1,550 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $33.32万 | 0.09% | 11,867 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $33.07万 | 0.09% | 4,262 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $32.07万 | 0.09% | 975 | 15 | 1.6% | $4,933 | 加仓 |
| SYK | STRYKER CORPORATION | $31.97万 | 0.09% | 973 | -25 | -2.5% | -$8,215 | 减仓 |
| CLH | CLEAN HARBORS INC | $31.54万 | 0.09% | 1,100 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $31.21万 | 0.09% | 580 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $30.60万 | 0.09% | 7,494 | -875 | -10.5% | -$3.57万 | 减仓 |
| MCD | MCDONALDS CORP | $29.90万 | 0.09% | 962 | 962 | — | $29.90万 | 新建仓 |
| IVE | ISHARES TR | $29.46万 | 0.08% | 1,395 | -189 | -11.9% | -$3.99万 | 减仓 |
| VGT | VANGUARD WORLD FD | $29.09万 | 0.08% | 417 | -160 | -27.7% | -$11.16万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.48万 | 0.08% | 438 | -2 | -0.5% | -$1,301 | 减仓 |
| PG | PROCTER & GAMBLE CO | $28.04万 | 0.08% | 1,941 | -41 | -2.1% | -$5,922 | 减仓 |
| VTV | VANGUARD INDEX FDS | $27.57万 | 0.08% | 1,405 | -65 | -4.4% | -$1.28万 | 减仓 |
| ITOT | ISHARES TR | $27.13万 | 0.08% | 1,905 | -7 | -0.4% | -$997 | 减仓 |
| EAGG | ISHARES TR | $26.84万 | 0.08% | 5,645 | 50 | 0.9% | $2,378 | 加仓 |
| EFAX | SPDR INDEX SHS FDS | $26.72万 | 0.08% | 5,370 | 280 | 5.5% | $1.39万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $26.55万 | 0.08% | 3,535 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $26.08万 | 0.07% | 1,199 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $26.07万 | 0.07% | 5,750 | 200 | 3.6% | $9,068 | 加仓 |
| IGLB | ISHARES TR | $25.50万 | 0.07% | 5,139 | 5,139 | — | $25.50万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $24.51万 | 0.07% | 6,168 | -1,415 | -18.7% | -$5.62万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.44万 | 0.07% | 6,321 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.24万 | 0.07% | 1,000 | -21 | -2.1% | -$5,090 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $24.17万 | 0.07% | 8,311 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $23.84万 | 0.07% | 2,484 | -50 | -2.0% | -$4,799 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $23.82万 | 0.07% | 2,890 | 0 | 0.0% | — | 不变 |
| PRK | PARK NATL CORP | $22.49万 | 0.06% | 1,376 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $22.26万 | 0.06% | 4,633 | 313 | 7.2% | $1.50万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $21.74万 | 0.06% | 1,045 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $21.45万 | 0.06% | 2,222 | 0 | 0.0% | — | 重新持有 |
| CVX | CHEVRON CORPORATION | $21.17万 | 0.06% | 1,023 | 1,023 | — | $21.17万 | 新建仓 |
| SYY | SYSCO CORP | $20.50万 | 0.06% | 2,874 | -420 | -12.8% | -$3.00万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $20.39万 | 0.06% | 674 | -11 | -1.6% | -$3,327 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.06万 | 0.06% | 201 | 201 | — | $20.06万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $15.30万 | 0.04% | 12,089 | 690 | 6.1% | $8,735 | 加仓 |
| 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 |