CORRECT CAPITAL WEALTH MANAGEMENT
CLAYTON MO · SEC CIK 0001844835
$5.80亿2026Q2 申报市值
108持仓数
72.9%前十大占比 · 第一大 15.5%
4 / 6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
ITOT 加仓+$1,498.13万
AVUS 加仓+$948.73万
XOM 新建仓+$313.60万
AVDE 加仓+$104.00万
QQQM 加仓+$82.59万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$1,191.39万
PROCAP FINL INC 清仓-$791.25万
VFLO 清仓-$511.11万
EXXON MOBIL CORP 清仓-$392.66万
PULS 减仓-$323.01万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | $645.74万 | 1.11% | 17,311 | 1,000 | 6.1% | $37.30万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $708.10万 | 1.22% | 14,151 | -10 | -0.1% | -$5,004 | 减仓 |
| AAPL | APPLE INC COM | $718.66万 | 1.24% | 24,836 | -1,139 | -4.4% | -$32.96万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,106.77万 | 1.91% | 146,031 | -8,851 | -5.7% | -$67.08万 | 减仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $1,895.25万 | 3.27% | 192,236 | -15,979 | -7.7% | -$157.54万 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $2,512.36万 | 4.33% | 260,375 | -17,317 | -6.2% | -$167.09万 | 减仓 |
| UBND | VICTORYSHARES CORE PLUS BOND ETF | $2,553.21万 | 4.40% | 1,175,240 | 10,405 | 0.9% | $22.60万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $2,607.61万 | 4.50% | 209,010 | -8,049 | -3.7% | -$100.42万 | 减仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $3,084.15万 | 5.32% | 1,162,951 | 12,556 | 1.1% | $33.30万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $3,851.92万 | 6.64% | 127,139 | 2,726 | 2.2% | $82.59万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $3,999.18万 | 6.89% | 879,135 | 7,661 | 0.9% | $34.85万 | 加仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $5,591.54万 | 9.64% | 436,566 | 74,073 | 20.4% | $948.73万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $7,223.83万 | 12.45% | 809,847 | 11,659 | 1.5% | $104.00万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $8,971.52万 | 15.47% | 546,145 | 91,199 | 20.0% | $1,498.13万 | 加仓 |