CORRECT CAPITAL WEALTH MANAGEMENT
CLAYTON MO · SEC CIK 0001844835
$5.36亿2026Q1 申报市值
109持仓数
67.5%前十大占比 · 第一大 12.6%
7 / 10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
ITOT 加仓+$5,927.69万
AVUS 加仓+$3,731.15万
QQQM 加仓+$2,627.63万
PROCAP FINL INC 新建仓+$791.25万
AVDE 加仓+$283.18万
2026Q1 卖出最多 按季末市值估算
JGRO 减仓-$4,740.18万
SPY 减仓-$2,869.01万
DGRO 减仓-$2,761.49万
VFLO 减仓-$1,361.35万
AVEM 减仓-$314.80万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $392.66万 | 0.73% | 23,144 | -608 | -2.6% | -$10.32万 | 减仓 |
| AMZN | AMAZON COM INC COM | $492.24万 | 0.92% | 23,635 | -343 | -1.4% | -$7.14万 | 减仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $511.11万 | 0.95% | 129,460 | -344,819 | -72.7% | -$1,361.35万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $603.80万 | 1.13% | 16,311 | 4,289 | 35.7% | $158.77万 | 加仓 |
| AAPL | APPLE INC COM | $659.22万 | 1.23% | 25,975 | 924 | 3.7% | $23.45万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $678.60万 | 1.27% | 14,161 | -340 | -2.3% | -$16.29万 | 减仓 |
| — | PROCAP FINL INC COM SHS | $791.25万 | 1.48% | 3,750,000 | 3,750,000 | — | $791.25万 | 新建仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $930.07万 | 1.74% | 187,894 | -30,320 | -13.9% | -$150.08万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,086.96万 | 2.03% | 154,882 | -393,487 | -71.8% | -$2,761.49万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,156.75万 | 2.16% | 17,787 | -44,116 | -71.3% | -$2,869.01万 | 减仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $1,759.84万 | 3.29% | 208,215 | -560,834 | -72.9% | -$4,740.18万 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $2,237.64万 | 4.18% | 277,692 | -39,067 | -12.3% | -$314.80万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $2,397.85万 | 4.48% | 217,059 | -4,026 | -1.8% | -$44.48万 | 减仓 |
| UBND | VICTORYSHARES CORE PLUS BOND ETF | $2,537.01万 | 4.74% | 1,164,835 | 24,971 | 2.2% | $54.39万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $2,956.31万 | 5.52% | 124,413 | 110,581 | 799.5% | $2,627.63万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $3,014.04万 | 5.63% | 1,150,395 | 19,319 | 1.7% | $50.62万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $3,975.66万 | 7.42% | 871,474 | 15,617 | 1.8% | $71.24万 | 加仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $4,030.20万 | 7.52% | 362,493 | 335,595 | 1,247.7% | $3,731.15万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $6,479.80万 | 12.10% | 454,946 | 416,182 | 1,073.6% | $5,927.69万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $6,771.82万 | 12.64% | 798,188 | 33,378 | 4.4% | $283.18万 | 加仓 |