CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Phoenix AZ · SEC CIK 0001803229
$225.13万2026Q1 申报市值
6持仓数
100.0%前十大占比 · 第一大 29.5%
0 / 165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
本季没有买入
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$2,761.67万
QQQ 清仓-$1,985.88万
SPTM 减仓-$1,518.88万
DIA 减仓-$1,451.08万
FLOT 清仓-$902.55万
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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -1,851 | -100.0% | -$56.57万 | 清仓 |
| — | BANK MONTREAL MEDIUM | $0 | 0.00% | 0 | -8,178 | -100.0% | -$55.65万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -4,211 | -100.0% | -$52.76万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -7,590 | -100.0% | -$52.69万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -607 | -100.0% | -$52.34万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -5,702 | -100.0% | -$52.01万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -3,497 | -100.0% | -$50.13万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -5,220 | -100.0% | -$50.13万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -2,302 | -100.0% | -$50.00万 | 清仓 |
| SPYD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11,546 | -100.0% | -$49.94万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -17,419 | -100.0% | -$49.86万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -8,451 | -100.0% | -$49.12万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -1,432 | -100.0% | -$47.27万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -1,353 | -100.0% | -$46.56万 | 清仓 |
| IYH | ISHARES TR | $0 | 0.00% | 0 | -6,641 | -100.0% | -$43.23万 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | -9,920 | -100.0% | -$43.23万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -4,496 | -100.0% | -$42.33万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -3,260 | -100.0% | -$42.03万 | 清仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,420 | -100.0% | -$38.94万 | 清仓 |
| SJNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -15,000 | -100.0% | -$37.98万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -3,404 | -100.0% | -$37.54万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -4,841 | -100.0% | -$37.12万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,938 | -100.0% | -$37.01万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -642 | -100.0% | -$36.65万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -7,095 | -100.0% | -$35.48万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -1,303 | -100.0% | -$35.34万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -2,952 | -100.0% | -$34.60万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -8,927 | -100.0% | -$34.40万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,265 | -100.0% | -$33.51万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -6,279 | -100.0% | -$33.51万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,105 | -100.0% | -$33.38万 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -6,500 | -100.0% | -$32.88万 | 清仓 |
| TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | -4,545 | -100.0% | -$32.68万 | 清仓 |
| DON | WISDOMTREE TR | $0 | 0.00% | 0 | -6,078 | -100.0% | -$31.36万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,382 | -100.0% | -$31.08万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -2,127 | -100.0% | -$30.53万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -2,299 | -100.0% | -$30.12万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | -4,333 | -100.0% | -$30.07万 | 清仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -5,678 | -100.0% | -$30.02万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -1,033 | -100.0% | -$29.96万 | 清仓 |
| RNST | RENASANT CORP | $0 | 0.00% | 0 | -8,082 | -100.0% | -$28.46万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -2,201 | -100.0% | -$28.40万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -3,124 | -100.0% | -$27.21万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -3,307 | -100.0% | -$26.13万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,960 | -100.0% | -$25.39万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -961 | -100.0% | -$25.23万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,781 | -100.0% | -$24.61万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -2,767 | -100.0% | -$24.43万 | 清仓 |
| WPC | WP CAREY INC | $0 | 0.00% | 0 | -3,707 | -100.0% | -$23.86万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -2,978 | -100.0% | -$23.65万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -937 | -100.0% | -$23.45万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -2,330 | -100.0% | -$23.39万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -5,240 | -100.0% | -$22.82万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,064 | -100.0% | -$22.52万 | 清仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $0 | 0.00% | 0 | -4,649 | -100.0% | -$21.88万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -780 | -100.0% | -$21.77万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -443 | -100.0% | -$21.61万 | 清仓 |
| EGO | ELDORADO GOLD CORP NEW | $0 | 0.00% | 0 | -5,850 | -100.0% | -$21.01万 | 清仓 |
| MDYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,440 | -100.0% | -$20.65万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,769 | -100.0% | -$20.64万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -2,611 | -100.0% | -$10.89万 | 清仓 |
| BBDC | BARINGS BDC INC | $0 | 0.00% | 0 | -10,100 | -100.0% | -$9.27万 | 清仓 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | -10,760 | -100.0% | -$8.09万 | 清仓 |
| — | CARIBOU BIOSCIENCES INC | $0 | 0.00% | 0 | -12,314 | -100.0% | -$1.96万 | 清仓 |
| — | GOLD RESOURCE CORP | $0 | 0.00% | 0 | -14,000 | -100.0% | -$1.16万 | 清仓 |
| DVY | ISHARES TR | $20.82万 | 9.25% | 1,375 | -20,462 | -93.7% | -$309.82万 | 减仓 |
| IJH | ISHARES TR | $22.06万 | 9.80% | 3,267 | -68,188 | -95.4% | -$460.47万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $36.27万 | 16.11% | 4,588 | -192,118 | -97.7% | -$1,518.88万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $37.94万 | 16.85% | 819 | -31,328 | -97.5% | -$1,451.08万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $41.62万 | 18.49% | 640 | -42,465 | -98.5% | -$2,761.67万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $66.42万 | 29.50% | 21,579 | -206,718 | -90.5% | -$636.28万 | 减仓 |