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 |
|---|---|---|---|---|---|---|---|---|
| FLRN | SPDR SERIES TRUST | $66.42万 | 29.50% | 21,579 | -206,718 | -90.5% | -$636.28万 | 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 |
| DIA | STATE STR SPDR DOW JONES IND | $37.94万 | 16.85% | 819 | -31,328 | -97.5% | -$1,451.08万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $36.27万 | 16.11% | 4,588 | -192,118 | -97.7% | -$1,518.88万 | 减仓 |
| IJH | ISHARES TR | $22.06万 | 9.80% | 3,267 | -68,188 | -95.4% | -$460.47万 | 减仓 |
| DVY | ISHARES TR | $20.82万 | 9.25% | 1,375 | -20,462 | -93.7% | -$309.82万 | 减仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -32,327 | -100.0% | -$1,985.88万 | 清仓 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -177,457 | -100.0% | -$902.55万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -147,719 | -100.0% | -$839.19万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -70,813 | -100.0% | -$755.57万 | 清仓 |
| TMFC | RBB FD INC | $0 | 0.00% | 0 | -92,150 | -100.0% | -$661.36万 | 清仓 |
| BAR | GRANITESHARES GOLD TR | $0 | 0.00% | 0 | -153,843 | -100.0% | -$653.68万 | 清仓 |
| DIVO | AMPLIFY ETF TR | $0 | 0.00% | 0 | -142,113 | -100.0% | -$632.40万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -142,555 | -100.0% | -$585.62万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -29,113 | -100.0% | -$542.96万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -29,284 | -100.0% | -$537.08万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -13,299 | -100.0% | -$527.05万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -18,116 | -100.0% | -$445.94万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -54,824 | -100.0% | -$445.01万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -56,517 | -100.0% | -$440.15万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -8,474 | -100.0% | -$425.95万 | 清仓 |
| SPYI | NEOS ETF TRUST | $0 | 0.00% | 0 | -74,828 | -100.0% | -$393.07万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -17,990 | -100.0% | -$359.22万 | 清仓 |
| IAK | ISHARES TR | $0 | 0.00% | 0 | -26,370 | -100.0% | -$359.03万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -3,250 | -100.0% | -$349.27万 | 清仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -45,480 | -100.0% | -$341.33万 | 清仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -166,745 | -100.0% | -$339.92万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -40,360 | -100.0% | -$338.01万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -4,972 | -100.0% | -$328.20万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -30,071 | -100.0% | -$300.35万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -36,938 | -100.0% | -$294.51万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -9,916 | -100.0% | -$293.73万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | -4,803 | -100.0% | -$289.76万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -56,916 | -100.0% | -$289.59万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -5,956 | -100.0% | -$288.04万 | 清仓 |
| DTD | WISDOMTREE TR | $0 | 0.00% | 0 | -32,971 | -100.0% | -$279.86万 | 清仓 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | -18,016 | -100.0% | -$274.59万 | 清仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -53,169 | -100.0% | -$273.85万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -23,605 | -100.0% | -$262.99万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -11,036 | -100.0% | -$254.73万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -2,793 | -100.0% | -$245.50万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -28,838 | -100.0% | -$238.84万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -41,275 | -100.0% | -$237.99万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -66,475 | -100.0% | -$224.75万 | 清仓 |
| SBLK | STAR BULK CARRIERS CORP. | $0 | 0.00% | 0 | -116,870 | -100.0% | -$224.62万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -8,034 | -100.0% | -$218.41万 | 清仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -30,198 | -100.0% | -$209.79万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -14,250 | -100.0% | -$198.30万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -6,674 | -100.0% | -$193.69万 | 清仓 |
| GSL | GLOBAL SHIP LEASE INC NEW | $0 | 0.00% | 0 | -51,902 | -100.0% | -$181.86万 | 清仓 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -31,955 | -100.0% | -$181.15万 | 清仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -28,653 | -100.0% | -$181.03万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -30,960 | -100.0% | -$177.22万 | 清仓 |
| HTGC | HERCULES CAPITAL INC | $0 | 0.00% | 0 | -91,125 | -100.0% | -$171.50万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -37,072 | -100.0% | -$165.75万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -5,167 | -100.0% | -$162.14万 | 清仓 |
| FHLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -21,690 | -100.0% | -$161.11万 | 清仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -41,590 | -100.0% | -$157.50万 | 清仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -43,643 | -100.0% | -$149.52万 | 清仓 |
| ASML | ASML HOLDING N V | $0 | 0.00% | 0 | -1,366 | -100.0% | -$146.14万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -50,840 | -100.0% | -$139.45万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -19,839 | -100.0% | -$138.69万 | 清仓 |
| ENFR | ALPS ETF TR | $0 | 0.00% | 0 | -43,788 | -100.0% | -$137.74万 | 清仓 |
| FDUS | FIDUS INVT CORP | $0 | 0.00% | 0 | -70,546 | -100.0% | -$136.15万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -21,754 | -100.0% | -$135.92万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -2,819 | -100.0% | -$126.78万 | 清仓 |
| SPSM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -26,864 | -100.0% | -$125.89万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -13,170 | -100.0% | -$123.48万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -5,786 | -100.0% | -$120.44万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -5,056 | -100.0% | -$115.53万 | 清仓 |
| IYE | ISHARES TR | $0 | 0.00% | 0 | -23,950 | -100.0% | -$113.83万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -14,632 | -100.0% | -$112.71万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -27,404 | -100.0% | -$111.62万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -3,379 | -100.0% | -$108.89万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -3,747 | -100.0% | -$106.94万 | 清仓 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | -14,570 | -100.0% | -$102.59万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -2,655 | -100.0% | -$98.22万 | 清仓 |
| AGM | FEDERAL AGRIC MTG CORP | $0 | 0.00% | 0 | -5,589 | -100.0% | -$98.13万 | 清仓 |
| SPSB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -32,273 | -100.0% | -$97.46万 | 清仓 |
| MAGS | LISTED FDS TR | $0 | 0.00% | 0 | -14,237 | -100.0% | -$93.91万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -7,646 | -100.0% | -$92.01万 | 清仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -29,431 | -100.0% | -$87.06万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -2,577 | -100.0% | -$84.35万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -2,419 | -100.0% | -$83.73万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -481 | -100.0% | -$81.32万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -10,919 | -100.0% | -$80.65万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -4,043 | -100.0% | -$78.80万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -9,373 | -100.0% | -$73.99万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | -2,427 | -100.0% | -$73.75万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -43,886 | -100.0% | -$72.37万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -210 | -100.0% | -$71.22万 | 清仓 |
| — | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -12,004 | -100.0% | -$70.36万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -3,028 | -100.0% | -$64.85万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -956 | -100.0% | -$64.42万 | 清仓 |
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -12,475 | -100.0% | -$63.75万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,515 | -100.0% | -$63.69万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | -24,314 | -100.0% | -$63.58万 | 清仓 |
| — | FLEXSHARES TR | $0 | 0.00% | 0 | -4,000 | -100.0% | -$63.30万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,537 | -100.0% | -$62.87万 | 清仓 |
| IWL | ISHARES TR | $0 | 0.00% | 0 | -3,575 | -100.0% | -$61.00万 | 清仓 |