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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $7,071.74万 | 17.10% | 94,430 | 1,104 | 1.2% | $82.68万 | 加仓 |
| EFA | ISHARES TR | $3,239.27万 | 7.83% | 311,828 | 19,272 | 6.6% | $200.20万 | 加仓 |
| AGG | ISHARES TR | $2,677.81万 | 6.47% | 270,541 | 3,189 | 1.2% | $31.56万 | 加仓 |
| EEM | ISHARES TR | $2,157.72万 | 5.22% | 315,410 | 10,997 | 3.6% | $75.23万 | 加仓 |
| IGIB | ISHARES TR | $1,388.87万 | 3.36% | 261,214 | 15,122 | 6.1% | $80.40万 | 加仓 |
| IJH | ISHARES TR | $1,327.41万 | 3.21% | 172,145 | 5,926 | 3.6% | $45.70万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $1,228.96万 | 2.97% | 310,579 | 3,218 | 1.0% | $12.73万 | 加仓 |
| AAPL | APPLE INC | $952.65万 | 2.30% | 32,923 | 3,918 | 13.5% | $113.37万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $840.91万 | 2.03% | 71,701 | 2,134 | 3.1% | $25.03万 | 加仓 |
| QLTA | ISHARES TR | $754.12万 | 1.82% | 158,695 | 912 | 0.6% | $4.33万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $721.82万 | 1.75% | 37,887 | 4,937 | 15.0% | $94.06万 | 加仓 |
| MSFT | MICROSOFT CORP | $667.57万 | 1.61% | 17,896 | 777 | 4.5% | $28.98万 | 加仓 |
| KLAC | KLA CORP | $618.60万 | 1.50% | 20,503 | -237 | -1.1% | -$7.15万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $594.11万 | 1.44% | 103,019 | 6,700 | 7.0% | $38.64万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $588.31万 | 1.42% | 54,915 | 4,057 | 8.0% | $43.46万 | 加仓 |
| AVGO | BROADCOM INC | $583.91万 | 1.41% | 15,458 | 768 | 5.2% | $29.01万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $565.40万 | 1.37% | 30,524 | 1,529 | 5.3% | $28.32万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $507.77万 | 1.23% | 100,769 | 9,200 | 10.0% | $46.36万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $492.98万 | 1.19% | 56,097 | 2,210 | 4.1% | $19.42万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $424.31万 | 1.03% | 35,659 | -1,215 | -3.3% | -$14.46万 | 减仓 |
| IBTI | ISHARES TR | $406.53万 | 0.98% | 183,617 | -28,495 | -13.4% | -$63.09万 | 减仓 |
| GOOGL | ALPHABET INC | $406.20万 | 0.98% | 11,366 | 61 | 0.5% | $2.18万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $397.30万 | 0.96% | 25,041 | 754 | 3.1% | $11.96万 | 加仓 |
| EMB | ISHARES TR | $391.11万 | 0.95% | 40,555 | 353 | 0.9% | $3.40万 | 加仓 |
| EWC | ISHARES INC | $391.01万 | 0.95% | 67,836 | 3,746 | 5.8% | $21.59万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $343.82万 | 0.83% | 64,133 | -4,768 | -6.9% | -$25.56万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $332.96万 | 0.80% | 64,303 | -3,738 | -5.5% | -$19.36万 | 减仓 |
| MUB | ISHARES TR | $323.13万 | 0.78% | 30,025 | 12,310 | 69.5% | $132.48万 | 加仓 |
| IEFA | ISHARES TR | $317.53万 | 0.77% | 32,877 | 1,440 | 4.6% | $13.91万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $316.12万 | 0.76% | 46,027 | -158 | -0.3% | -$1.09万 | 减仓 |
| V | VISA INC | $307.52万 | 0.74% | 8,963 | -141 | -1.5% | -$4.84万 | 减仓 |
| QQQ | INVESCO QQQ TR | $286.79万 | 0.69% | 3,895 | 110 | 2.9% | $8.10万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $275.46万 | 0.67% | 7,444 | 3,178 | 74.5% | $117.60万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $261.42万 | 0.63% | 5,474 | 458 | 9.1% | $21.87万 | 加仓 |
| MRK | MERCK & CO INC | $245.82万 | 0.59% | 19,130 | 4,805 | 33.5% | $61.74万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $227.12万 | 0.55% | 37,361 | -2,681 | -6.7% | -$16.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $224.42万 | 0.54% | 6,856 | 522 | 8.2% | $17.09万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $219.83万 | 0.53% | 41,391 | 3,175 | 8.3% | $16.86万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $217.78万 | 0.53% | 48,032 | 1,176 | 2.5% | $5.33万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $207.39万 | 0.50% | 24,965 | -429 | -1.7% | -$3.56万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $195.38万 | 0.47% | 3,905 | 1,874 | 92.3% | $93.76万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $195.20万 | 0.47% | 21,500 | 785 | 3.8% | $7.13万 | 加仓 |
| WMT | WALMART INC | $185.10万 | 0.45% | 16,343 | 121 | 0.7% | $1.37万 | 加仓 |
| IWB | ISHARES TR | $180.59万 | 0.44% | 4,410 | 4,410 | — | $180.59万 | 新建仓 |
| QUAL | ISHARES TR | $176.99万 | 0.43% | 8,066 | 290 | 3.7% | $6.36万 | 加仓 |
| ETN | EATON CORP PLC | $172.54万 | 0.42% | 4,049 | 247 | 6.5% | $10.53万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $163.67万 | 0.40% | 5,824 | -175 | -2.9% | -$4.92万 | 减仓 |
| AMGN | AMGEN INC | $162.74万 | 0.39% | 4,494 | -1,615 | -26.4% | -$58.48万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $159.85万 | 0.39% | 6,492 | 48 | 0.7% | $1.18万 | 加仓 |
| AMZN | AMAZON COM INC | $157.24万 | 0.38% | 6,597 | 143 | 2.2% | $3.41万 | 加仓 |
| IBDR | ISHARES TR | $146.52万 | 0.35% | 60,469 | 60,469 | — | $146.52万 | 新建仓 |
| QCOM | QUALCOMM INC | $145.54万 | 0.35% | 7,876 | -711 | -8.3% | -$13.14万 | 减仓 |
| BLK | BLACKROCK INC | $143.18万 | 0.35% | 1,489 | 188 | 14.5% | $18.08万 | 加仓 |
| ABBV | ABBVIE INC | $138.57万 | 0.33% | 5,507 | 4,308 | 359.3% | $108.40万 | 加仓 |
| IEMG | ISHARES INC | $132.17万 | 0.32% | 15,955 | 88 | 0.6% | $7,290 | 加仓 |
| SUB | ISHARES TR | $128.84万 | 0.31% | 12,101 | -2,690 | -18.2% | -$28.64万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $127.42万 | 0.31% | 17,883 | -140 | -0.8% | -$9,975 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $118.89万 | 0.29% | 12,886 | 1,535 | 13.5% | $14.16万 | 加仓 |
| GLD | SPDR GOLD TR | $112.54万 | 0.27% | 3,055 | 989 | 47.9% | $36.43万 | 加仓 |
| IJR | ISHARES TR | $109.87万 | 0.27% | 7,408 | -97 | -1.3% | -$1.44万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $100.48万 | 0.24% | 6,143 | 81 | 1.3% | $1.32万 | 加仓 |
| GOOG | ALPHABET INC | $100.42万 | 0.24% | 2,842 | 108 | 4.0% | $3.82万 | 加仓 |
| IWY | ISHARES TR | $96.78万 | 0.23% | 3,330 | 3,330 | — | $96.78万 | 新建仓 |
| EMR | EMERSON ELEC CO | $95.93万 | 0.23% | 6,702 | 112 | 1.7% | $1.60万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $94.34万 | 0.23% | 18,559 | 984 | 5.6% | $5.00万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $91.20万 | 0.22% | 17,730 | 5,925 | 50.2% | $30.48万 | 加仓 |
| MGV | VANGUARD WORLD FD | $85.52万 | 0.21% | 5,232 | -475 | -8.3% | -$7.76万 | 减仓 |
| PEP | PEPSICO INC | $83.91万 | 0.20% | 6,197 | 342 | 5.8% | $4.63万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $82.62万 | 0.20% | 12,229 | 2,759 | 29.1% | $18.64万 | 加仓 |
| MGK | VANGUARD WORLD FD | $81.23万 | 0.20% | 9,240 | -950 | -9.3% | -$8.35万 | 减仓 |
| TJX | TJX COS INC NEW | $81.02万 | 0.20% | 5,348 | 68 | 1.3% | $1.03万 | 加仓 |
| ACWX | ISHARES TR | $80.16万 | 0.19% | 10,532 | 1,052 | 11.1% | $8.01万 | 加仓 |
| IWF | ISHARES TR | $79.52万 | 0.19% | 6,404 | 6,404 | — | $79.52万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $75.63万 | 0.18% | 27,304 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $75.55万 | 0.18% | 5,493 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.18% | 1 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $74.08万 | 0.18% | 16,175 | 10,425 | 181.3% | $47.75万 | 加仓 |
| IDEV | ISHARES TR | $71.82万 | 0.17% | 8,069 | -1,019 | -11.2% | -$9.07万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $69.67万 | 0.17% | 8,088 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $68.18万 | 0.16% | 5,815 | 3 | 0.1% | $352 | 加仓 |
| XVV | ISHARES TR | $67.27万 | 0.16% | 11,845 | -1,970 | -14.3% | -$11.19万 | 减仓 |
| IWX | ISHARES TR | $67.03万 | 0.16% | 6,374 | 6,374 | — | $67.03万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $66.59万 | 0.16% | 1,297 | 6 | 0.5% | $3,080 | 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 |
| — | ISHARES TR | $65.96万 | 0.16% | 6,353 | 3,057 | 92.7% | $31.74万 | 加仓 |
| USHY | ISHARES TR | $59.05万 | 0.14% | 15,950 | 15,950 | — | $59.05万 | 新建仓 |
| LOW | LOWES COS INC | $58.85万 | 0.14% | 2,669 | 356 | 15.4% | $7.85万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $58.43万 | 0.14% | 19,855 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $57.99万 | 0.14% | 844 | -4 | -0.5% | -$2,748 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $56.87万 | 0.14% | 2,239 | 472 | 26.7% | $11.99万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $54.58万 | 0.13% | 21,003 | 21,003 | — | $54.58万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $53.17万 | 0.13% | 2,499 | 691 | 38.2% | $14.70万 | 加仓 |
| PYLD | PIMCO ETF TR | $53.12万 | 0.13% | 20,030 | 5,379 | 36.7% | $14.27万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $52.84万 | 0.13% | 10,466 | 10,466 | — | $52.84万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $52.59万 | 0.13% | 1,853 | 1,853 | — | $52.59万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $52.39万 | 0.13% | 2,618 | 171 | 7.0% | $3.42万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $51.69万 | 0.12% | 1,763 | 184 | 11.7% | $5.39万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $50.54万 | 0.12% | 14,934 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $50.37万 | 0.12% | 6,198 | 87 | 1.4% | $7,070 | 加仓 |
| CSCO | CISCO SYS INC | $50.14万 | 0.12% | 4,269 | 7 | 0.2% | $822 | 加仓 |