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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $6,096.13万 | 17.36% | 93,326 | 1,914 | 2.1% | $125.02万 | 加仓 |
| EFA | ISHARES TR | $2,841.60万 | 8.09% | 292,556 | 14,657 | 5.3% | $142.36万 | 加仓 |
| AGG | ISHARES TR | $2,654.00万 | 7.56% | 267,352 | 21,709 | 8.8% | $215.51万 | 加仓 |
| EEM | ISHARES TR | $1,728.76万 | 4.92% | 304,413 | 9,937 | 3.4% | $56.43万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $1,419.70万 | 4.04% | 307,361 | 24,350 | 8.6% | $112.47万 | 加仓 |
| IGIB | ISHARES TR | $1,309.70万 | 3.73% | 246,092 | 18,960 | 8.3% | $100.91万 | 加仓 |
| IJH | ISHARES TR | $1,122.48万 | 3.20% | 166,219 | 9,116 | 5.8% | $61.56万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $758.14万 | 2.16% | 69,567 | 10,557 | 17.9% | $115.05万 | 加仓 |
| QLTA | ISHARES TR | $750.89万 | 2.14% | 157,783 | 196 | 0.1% | $9,328 | 加仓 |
| AAPL | APPLE INC | $736.12万 | 2.10% | 29,005 | 401 | 1.4% | $10.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $633.69万 | 1.80% | 17,119 | 1,957 | 12.9% | $72.44万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $563.82万 | 1.61% | 50,858 | 2,179 | 4.5% | $24.16万 | 加仓 |
| IBTI | ISHARES TR | $472.65万 | 1.35% | 212,112 | -22,961 | -9.8% | -$51.16万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $468.94万 | 1.34% | 28,995 | -365 | -1.2% | -$5.90万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $465.41万 | 1.33% | 96,319 | 7,017 | 7.9% | $33.91万 | 加仓 |
| AVGO | BROADCOM INC | $454.67万 | 1.29% | 14,690 | -2,710 | -15.6% | -$83.88万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $437.91万 | 1.25% | 32,950 | -8,304 | -20.1% | -$110.36万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $418.01万 | 1.19% | 91,569 | -4,082 | -4.3% | -$18.63万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $412.45万 | 1.17% | 53,887 | 1,555 | 3.0% | $11.90万 | 加仓 |
| EMB | ISHARES TR | $377.61万 | 1.08% | 40,202 | 3,644 | 10.0% | $34.23万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $361.03万 | 1.03% | 36,874 | -189 | -0.5% | -$1.85万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $356.07万 | 1.01% | 24,287 | -1,750 | -6.7% | -$25.66万 | 减仓 |
| EWC | ISHARES INC | $351.15万 | 1.00% | 64,090 | 2,240 | 3.6% | $12.27万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $340.17万 | 0.97% | 68,901 | -2,046 | -2.9% | -$10.10万 | 减仓 |
| GOOGL | ALPHABET INC | $325.09万 | 0.93% | 11,305 | 242 | 2.2% | $6.96万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $319.18万 | 0.91% | 68,041 | -1,202 | -1.7% | -$5.64万 | 减仓 |
| KLAC | KLA CORP | $305.38万 | 0.87% | 2,074 | -633 | -23.4% | -$93.20万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $286.72万 | 0.82% | 46,185 | 3,518 | 8.2% | $21.84万 | 加仓 |
| IEFA | ISHARES TR | $284.60万 | 0.81% | 31,437 | -375 | -1.2% | -$3.39万 | 减仓 |
| V | VISA INC | $275.16万 | 0.78% | 9,104 | 281 | 3.2% | $8.49万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $234.11万 | 0.67% | 38,216 | 663 | 1.8% | $4.06万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $226.56万 | 0.65% | 40,042 | -2,626 | -6.2% | -$14.86万 | 减仓 |
| QQQ | INVESCO QQQ TR | $218.44万 | 0.62% | 3,785 | -78 | -2.0% | -$4.50万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $215.02万 | 0.61% | 46,856 | 1,785 | 4.0% | $8.19万 | 加仓 |
| AMGN | AMGEN INC | $214.95万 | 0.61% | 6,109 | 528 | 9.5% | $18.58万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $208.18万 | 0.59% | 25,394 | -787 | -3.0% | -$6.45万 | 减仓 |
| WMT | WALMART INC | $201.61万 | 0.57% | 16,222 | -327 | -2.0% | -$4.06万 | 减仓 |
| MUB | ISHARES TR | $188.04万 | 0.54% | 17,715 | 2,575 | 17.0% | $27.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $186.32万 | 0.53% | 6,334 | 132 | 2.1% | $3.88万 | 加仓 |
| MRK | MERCK & CO INC | $172.32万 | 0.49% | 14,325 | 233 | 1.7% | $2.80万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $169.52万 | 0.48% | 5,016 | 5,016 | — | $169.52万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $163.77万 | 0.47% | 20,715 | -1,463 | -6.6% | -$11.57万 | 减仓 |
| SUB | ISHARES TR | $157.52万 | 0.45% | 14,791 | 100 | 0.7% | $1.07万 | 加仓 |
| MDT | MEDTRONIC PLC | $156.02万 | 0.44% | 18,005 | 1,045 | 6.2% | $9.06万 | 加仓 |
| QUAL | ISHARES TR | $149.15万 | 0.42% | 7,776 | -1,266 | -14.0% | -$24.28万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $136.86万 | 0.39% | 4,266 | -681 | -13.8% | -$21.85万 | 减仓 |
| ETN | EATON CORP PLC | $135.99万 | 0.39% | 3,802 | 176 | 4.9% | $6.30万 | 加仓 |
| AMZN | AMAZON COM INC | $134.42万 | 0.38% | 6,454 | 23 | 0.4% | $4,790 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $134.10万 | 0.38% | 6,444 | 270 | 4.4% | $5.62万 | 加仓 |
| BLK | BLACKROCK INC | $125.12万 | 0.36% | 1,301 | 47 | 3.7% | $4.52万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $118.10万 | 0.34% | 5,999 | 5,999 | — | $118.10万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $115.49万 | 0.33% | 18,023 | -1,055 | -5.5% | -$6.76万 | 减仓 |
| IEMG | ISHARES INC | $110.67万 | 0.32% | 15,867 | -270 | -1.7% | -$1.88万 | 减仓 |
| QCOM | QUALCOMM INC | $110.59万 | 0.31% | 8,587 | 1,760 | 25.8% | $22.67万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $106.68万 | 0.30% | 11,351 | 376 | 3.4% | $3.53万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $104.62万 | 0.30% | 6,062 | 807 | 15.4% | $13.93万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $97.33万 | 0.28% | 2,031 | -88 | -4.2% | -$4.22万 | 减仓 |
| IJR | ISHARES TR | $93.29万 | 0.27% | 7,505 | -104 | -1.4% | -$1.29万 | 减仓 |
| PEP | PEPSICO INC | $90.92万 | 0.26% | 5,855 | 250 | 4.5% | $3.88万 | 加仓 |
| GLD | SPDR GOLD TR | $88.90万 | 0.25% | 2,066 | -199 | -8.8% | -$8.56万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $87.82万 | 0.25% | 17,575 | 10,441 | 146.4% | $52.17万 | 加仓 |
| EMR | EMERSON ELEC CO | $86.34万 | 0.25% | 6,590 | 957 | 17.0% | $12.54万 | 加仓 |
| TJX | TJX COS INC NEW | $84.32万 | 0.24% | 5,280 | -50 | -0.9% | -$7,985 | 减仓 |
| MGV | VANGUARD WORLD FD | $82.72万 | 0.24% | 5,707 | -437 | -7.1% | -$6.33万 | 减仓 |
| GOOG | ALPHABET INC | $78.43万 | 0.22% | 2,734 | -205 | -7.0% | -$5.88万 | 减仓 |
| IDEV | ISHARES TR | $75.95万 | 0.22% | 9,088 | -519 | -5.4% | -$4.34万 | 减仓 |
| MGK | VANGUARD WORLD FD | $74.88万 | 0.21% | 2,038 | 28 | 1.4% | $1.03万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.20% | 1 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $68.00万 | 0.19% | 13,815 | 3,310 | 31.5% | $16.29万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $67.58万 | 0.19% | 27,304 | 1,400 | 5.4% | $3.46万 | 加仓 |
| ACWX | ISHARES TR | $64.91万 | 0.18% | 9,480 | -789 | -7.7% | -$5.40万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $64.51万 | 0.18% | 1,291 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $63.79万 | 0.18% | 3,760 | -10 | -0.3% | -$1,697 | 减仓 |
| AFL | AFLAC INC | $63.76万 | 0.18% | 5,812 | -4,790 | -45.2% | -$52.55万 | 减仓 |
| IVW | ISHARES TR | $62.13万 | 0.18% | 5,493 | -563 | -9.3% | -$6.37万 | 减仓 |
| USIG | ISHARES TR | $61.67万 | 0.18% | 12,038 | -76 | -0.6% | -$3,893 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $60.15万 | 0.17% | 11,805 | 400 | 3.5% | $2.04万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $58.88万 | 0.17% | 1,348 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $56.08万 | 0.16% | 9,470 | 6 | 0.1% | $355 | 加仓 |
| LOW | LOWES COS INC | $54.65万 | 0.16% | 2,313 | -109 | -4.5% | -$2.58万 | 减仓 |
| MBB | ISHARES TR | $53.31万 | 0.15% | 5,615 | -733 | -11.5% | -$6.96万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $50.91万 | 0.14% | 19,855 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $50.69万 | 0.14% | 848 | -148 | -14.9% | -$8.85万 | 减仓 |
| ORCL | ORACLE CORP | $47.00万 | 0.13% | 3,195 | -496 | -13.4% | -$7.30万 | 减仓 |
| KO | COCA COLA CO | $46.47万 | 0.13% | 6,111 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $45.87万 | 0.13% | 1,579 | 175 | 12.5% | $5.08万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $45.13万 | 0.13% | 17,615 | -11,230 | -38.9% | -$28.77万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $43.50万 | 0.12% | 14,934 | -3,371 | -18.4% | -$9.82万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $43.19万 | 0.12% | 1,767 | 5 | 0.3% | $1,222 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $42.97万 | 0.12% | 2,167 | 2,167 | — | $42.97万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $42.68万 | 0.12% | 2,447 | -146 | -5.6% | -$2.55万 | 减仓 |
| VDE | VANGUARD WORLD FD | $42.14万 | 0.12% | 2,435 | 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 |
| SFST | SOUTHERN FIRST BANCSHARES | $41.83万 | 0.12% | 7,675 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $40.90万 | 0.12% | 217 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $39.57万 | 0.11% | 1,840 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $38.39万 | 0.11% | 14,651 | -98 | -0.7% | -$2,568 | 减仓 |
| META | META PLATFORMS INC | $37.02万 | 0.11% | 647 | -15 | -2.3% | -$8,582 | 减仓 |
| USMV | ISHARES TR | $36.17万 | 0.10% | 3,900 | -63 | -1.6% | -$5,843 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $34.70万 | 0.10% | 1,808 | -86 | -4.5% | -$1.65万 | 减仓 |