CLIENT 1ST ADVISORY GROUP, LLC
DUNEDIN FL · SEC CIK 0001802816
$3.29亿2026Q1 申报市值
141持仓数
56.3%前十大占比 · 第一大 13.9%
5 / 8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
SPYM 加仓+$445.31万
EFV 加仓+$126.19万
EFG 加仓+$120.17万
IXC 加仓+$105.44万
DIMENSIONAL ETF 加仓+$103.38万
2026Q1 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$212.41万
NVDA 减仓-$46.06万
CRM 清仓-$30.70万
CHKP 清仓-$29.89万
ADSK 清仓-$27.56万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,159 | -100.0% | -$30.70万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -1,611 | -100.0% | -$29.89万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -931 | -100.0% | -$27.56万 | 清仓 |
| MEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -5,421 | -100.0% | -$27.28万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -6,303 | -100.0% | -$25.67万 | 清仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $0 | 0.00% | 0 | -25,000 | -100.0% | -$23.70万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -2,374 | -100.0% | -$22.22万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $0 | 0.00% | 0 | -12,721 | -100.0% | -$10.32万 | 清仓 |
| — | FINGERMOTION INC | $1.44万 | 0.00% | 14,469 | 0 | 0.0% | — | 不变 |
| — | TRX GOLD CORPORATION | $2.99万 | 0.01% | 19,941 | 19,941 | — | $2.99万 | 新建仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $9.40万 | 0.03% | 16,500 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $11.22万 | 0.03% | 16,930 | -34,329 | -67.0% | -$22.76万 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $11.41万 | 0.03% | 12,299 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.01万 | 0.06% | 5,207 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $20.14万 | 0.06% | 1,044 | -63 | -5.7% | -$1.22万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $20.17万 | 0.06% | 1,541 | -234 | -13.2% | -$3.06万 | 减仓 |
| HACK | AMPLIFY ETF TR | $20.24万 | 0.06% | 2,695 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES TR | $20.66万 | 0.06% | 1,812 | 0 | 0.0% | — | 不变 |
| KORP | AMERICAN CENTY ETF TR | $21.00万 | 0.06% | 4,506 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $21.98万 | 0.07% | 3,711 | 37 | 1.0% | $2,191 | 加仓 |
| GILD | GILEAD SCIENCES INC | $22.30万 | 0.07% | 1,600 | 1,600 | — | $22.30万 | 新建仓 |
| HEFA | ISHARES TR | $23.08万 | 0.07% | 5,431 | -1,982 | -26.7% | -$8.42万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $23.10万 | 0.07% | 1,138 | -230 | -16.8% | -$4.67万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $23.23万 | 0.07% | 764 | -12 | -1.5% | -$3,649 | 减仓 |
| SPAB | SPDR SERIES TRUST | $23.89万 | 0.07% | 9,326 | -1,172 | -11.2% | -$3.00万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $24.65万 | 0.07% | 3,476 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $24.66万 | 0.07% | 849 | 12 | 1.4% | $3,486 | 加仓 |
| NFLX | NETFLIX INC. | $24.94万 | 0.08% | 2,594 | 2,427 | 1,453.3% | $23.34万 | 重新持有 |
| BA | BOEING CO | $25.20万 | 0.08% | 1,266 | -733 | -36.7% | -$14.59万 | 减仓 |
| AOA | ISHARES TR | $25.23万 | 0.08% | 2,851 | 6 | 0.2% | $531 | 加仓 |
| ORCL | ORACLE CORP | $25.26万 | 0.08% | 1,717 | -150 | -8.0% | -$2.21万 | 减仓 |
| GE | GE AEROSPACE | $25.29万 | 0.08% | 891 | 77 | 9.5% | $2.19万 | 加仓 |
| IBMP | ISHARES TR | $25.34万 | 0.08% | 9,960 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $25.46万 | 0.08% | 1,061 | -37 | -3.4% | -$8,880 | 减仓 |
| MPC | MARATHON PETE CORP | $25.49万 | 0.08% | 1,044 | 0 | 0.0% | — | 重新持有 |
| SPTM | SPDR SERIES TRUST | $26.09万 | 0.08% | 3,300 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $26.41万 | 0.08% | 4,950 | -594 | -10.7% | -$3.17万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $26.42万 | 0.08% | 2,409 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $26.89万 | 0.08% | 2,088 | -2 | -0.1% | -$258 | 减仓 |
| KO | COCA COLA CO | $27.61万 | 0.08% | 3,631 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $27.62万 | 0.08% | 1,270 | 5 | 0.4% | $1,088 | 加仓 |
| XNTK | SPDR SERIES TRUST | $28.31万 | 0.09% | 1,109 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $28.53万 | 0.09% | 1,569 | 0 | 0.0% | — | 重新持有 |
| TLH | ISHARES TR | $30.03万 | 0.09% | 2,982 | -37 | -1.2% | -$3,727 | 减仓 |
| VUG | VANGUARD INDEX FDS | $30.27万 | 0.09% | 693 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $30.56万 | 0.09% | 4,806 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $30.58万 | 0.09% | 3,413 | -56 | -1.6% | -$5,017 | 减仓 |
| ENB | ENBRIDGE INC | $30.96万 | 0.09% | 5,719 | -885 | -13.4% | -$4.79万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $31.11万 | 0.09% | 11,704 | -2,053 | -14.9% | -$5.46万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $31.17万 | 0.09% | 10,718 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $31.23万 | 0.09% | 2,596 | -250 | -8.8% | -$3.01万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $31.60万 | 0.10% | 2,134 | -159 | -6.9% | -$2.35万 | 减仓 |
| IEFA | ISHARES TR | $31.64万 | 0.10% | 3,495 | 3,495 | — | $31.64万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $31.65万 | 0.10% | 1,081 | -64 | -5.6% | -$1.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $32.30万 | 0.10% | 22,000 | -3,000 | -12.0% | -$4.40万 | 减仓 |
| LOW | LOWES COS INC | $33.55万 | 0.10% | 1,420 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $33.97万 | 0.10% | 1,400 | 0 | 0.0% | — | 不变 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $34.02万 | 0.10% | 5,172 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $35.37万 | 0.11% | 822 | 822 | — | $35.37万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $35.62万 | 0.11% | 1,110 | 1,110 | — | $35.62万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.75万 | 0.11% | 746 | -211 | -22.0% | -$10.11万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $36.28万 | 0.11% | 7,735 | -143 | -1.8% | -$6,708 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $37.75万 | 0.11% | 1,544 | -104 | -6.3% | -$2.54万 | 减仓 |
| DIS | DISNEY WALT CO | $39.56万 | 0.12% | 4,105 | 167 | 4.2% | $1.61万 | 加仓 |
| STXF | EA SERIES TRUST | $40.38万 | 0.12% | 9,622 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $40.62万 | 0.12% | 11,036 | 104 | 1.0% | $3,828 | 加仓 |
| VBR | VANGUARD INDEX FDS | $42.26万 | 0.13% | 1,945 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB STRATEGIC TR | $42.97万 | 0.13% | 17,380 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $43.83万 | 0.13% | 2,234 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $46.14万 | 0.14% | 4,968 | 1 | 0.0% | $93 | 加仓 |
| CAT | CATERPILLAR INC | $46.48万 | 0.14% | 656 | -10 | -1.5% | -$7,085 | 减仓 |
| WMT | WALMART INC | $47.07万 | 0.14% | 3,787 | 150 | 4.1% | $1.86万 | 加仓 |
| VO | VANGUARD INDEX FDS | $47.70万 | 0.14% | 1,661 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $48.43万 | 0.15% | 2,929 | -138 | -4.5% | -$2.28万 | 减仓 |
| MSTR | STRATEGY INC | $48.81万 | 0.15% | 3,911 | 231 | 6.3% | $2.88万 | 加仓 |
| SIZE | ISHARES TR | $49.82万 | 0.15% | 3,124 | -211 | -6.3% | -$3.36万 | 减仓 |
| IBMQ | ISHARES TR | $50.86万 | 0.15% | 19,920 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $51.44万 | 0.16% | 9,517 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $52.55万 | 0.16% | 7,782 | 2,775 | 55.4% | $18.74万 | 加仓 |
| MGC | VANGUARD WORLD FD | $54.39万 | 0.17% | 2,301 | 1 | 0.0% | $236 | 加仓 |
| FALN | ISHARES TR | $56.72万 | 0.17% | 21,227 | -5,193 | -19.7% | -$13.88万 | 减仓 |
| ACWI | ISHARES TR | $59.00万 | 0.18% | 4,264 | -341 | -7.4% | -$4.72万 | 减仓 |
| IQV | IQVIA HLDGS INC | $61.21万 | 0.19% | 3,589 | -232 | -6.1% | -$3.96万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $62.00万 | 0.19% | 6,597 | 145 | 2.2% | $1.36万 | 加仓 |
| IXUS | ISHARES TR | $62.49万 | 0.19% | 7,213 | -26 | -0.4% | -$2,253 | 减仓 |
| USMV | ISHARES TR | $64.22万 | 0.20% | 6,924 | -170 | -2.4% | -$1.58万 | 减仓 |
| SO | SOUTHERN CO | $65.67万 | 0.20% | 6,803 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $66.02万 | 0.20% | 1,776 | -601 | -25.3% | -$22.34万 | 减仓 |
| HD | HOME DEPOT INC | $69.71万 | 0.21% | 2,119 | 45 | 2.2% | $1.48万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $71.01万 | 0.22% | 18,014 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $71.95万 | 0.22% | 2,380 | 16 | 0.7% | $4,837 | 加仓 |
| AMAT | APPLIED MATLS INC | $72.80万 | 0.22% | 2,130 | 307 | 16.8% | $10.49万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $73.27万 | 0.22% | 16,050 | -491 | -3.0% | -$2.24万 | 减仓 |
| IVE | ISHARES TR | $74.73万 | 0.23% | 3,539 | 2,148 | 154.4% | $45.36万 | 加仓 |
| WPC | WP CAREY INC | $76.17万 | 0.23% | 11,208 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $79.05万 | 0.24% | 3,700 | -490 | -11.7% | -$10.47万 | 减仓 |
| GOVT | ISHARES TR | $79.77万 | 0.24% | 34,820 | -1,064 | -3.0% | -$2.44万 | 减仓 |