C2C Wealth Management, LLC
SCOTTSDALE AZ · SEC CIK 0001868903
$1.18亿2026Q1 申报市值
92持仓数
51.9%前十大占比 · 第一大 8.4%
8 / 2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
UTF 加仓+$42.18万
SDIV 新建仓+$40.80万
DTE 新建仓+$40.23万
ED 新建仓+$22.47万
CAT 新建仓+$22.32万
2026Q1 卖出最多 按季末市值估算
STX 减仓-$78.35万
DIV 清仓-$32.91万
NOVABAY PHARMACE 清仓-$25.38万
IJH 减仓-$9.11万
XLY 减仓-$9.05万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| DIV | GLOBAL X FDS | $0 | 0.00% | 0 | -19,000 | -100.0% | -$32.91万 | 清仓 |
| — | NOVABAY PHARMACEUTICALS INC | $0 | 0.00% | 0 | -45,000 | -100.0% | -$25.38万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | IDENTIV INC | $3.70万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $7.55万 | 0.06% | 11,000 | 11,000 | — | $7.55万 | 新建仓 |
| — | DNA X INC | $8.06万 | 0.07% | 20,000 | 20,000 | — | $8.06万 | 新建仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $15.09万 | 0.13% | 23,620 | 600 | 2.6% | $3,834 | 加仓 |
| KO | COCA COLA CO | $20.11万 | 0.17% | 2,644 | 2,644 | — | $20.11万 | 新建仓 |
| PFF | ISHARES TR | $21.58万 | 0.18% | 7,118 | -475 | -6.3% | -$1.44万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $21.78万 | 0.18% | 3,682 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $21.98万 | 0.19% | 1,632 | 1,632 | — | $21.98万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $22.17万 | 0.19% | 772 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $22.32万 | 0.19% | 315 | 315 | — | $22.32万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $22.47万 | 0.19% | 1,986 | 1,986 | — | $22.47万 | 新建仓 |
| DIS | DISNEY WALT CO | $23.44万 | 0.20% | 2,432 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $23.98万 | 0.20% | 2,526 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $24.04万 | 0.20% | 1,548 | 110 | 7.6% | $1.71万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.72万 | 0.21% | 3,118 | -276 | -8.1% | -$2.19万 | 减仓 |
| MRK | MERCK & CO INC | $25.90万 | 0.22% | 2,153 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $27.08万 | 0.23% | 4,104 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $27.11万 | 0.23% | 2,820 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $27.34万 | 0.23% | 5,202 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $28.02万 | 0.24% | 2,650 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $28.41万 | 0.24% | 1,967 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $29.90万 | 0.25% | 909 | 205 | 29.1% | $6.74万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $30.64万 | 0.26% | 1,254 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $31.05万 | 0.26% | 2,118 | 33 | 1.6% | $4,838 | 加仓 |
| ABT | ABBOTT LABORATORIES | $31.43万 | 0.27% | 3,062 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $31.90万 | 0.27% | 3,435 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $32.73万 | 0.28% | 3,840 | 0 | 0.0% | — | 不变 |
| — | VOYA INFRASTRUCTURE INDLS & | $32.74万 | 0.28% | 26,232 | 7,000 | 36.4% | $8.74万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $34.50万 | 0.29% | 12,000 | 3,000 | 33.3% | $8.62万 | 加仓 |
| TGT | TARGET CORP | $36.97万 | 0.31% | 3,050 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $37.86万 | 0.32% | 380 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $39.18万 | 0.33% | 1,000 | -2,000 | -66.7% | -$78.35万 | 减仓 |
| WELL | WELLTOWER INC | $39.54万 | 0.33% | 2,000 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $40.23万 | 0.34% | 2,751 | 2,751 | — | $40.23万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $40.77万 | 0.34% | 7,424 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL X FDS | $40.80万 | 0.35% | 20,898 | 20,898 | — | $40.80万 | 新建仓 |
| BA | BOEING CO | $41.80万 | 0.35% | 2,100 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $42.37万 | 0.36% | 1,402 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $42.44万 | 0.36% | 856 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $42.47万 | 0.36% | 1,477 | 75 | 5.3% | $2.16万 | 加仓 |
| CSCO | CISCO SYS INC | $43.21万 | 0.37% | 5,569 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $43.81万 | 0.37% | 1,245 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $44.75万 | 0.38% | 2,580 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $45.93万 | 0.39% | 23,797 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $46.18万 | 0.39% | 15,930 | 10 | 0.1% | $290 | 加仓 |
| BIO | BIO RAD LABS INC | $47.81万 | 0.40% | 1,715 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $49.74万 | 0.42% | 1,984 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $55.93万 | 0.47% | 4,500 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $56.07万 | 0.47% | 1,170 | -120 | -9.3% | -$5.75万 | 减仓 |
| META | META PLATFORMS INC | $63.33万 | 0.54% | 1,107 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $65.10万 | 0.55% | 9,579 | 9 | 0.1% | $612 | 加仓 |
| OKE | ONEOK INC NEW | $70.43万 | 0.60% | 7,792 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $71.28万 | 0.60% | 3,376 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $72.66万 | 0.61% | 790 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $75.85万 | 0.64% | 17,310 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $77.23万 | 0.65% | 15,384 | -89 | -0.6% | -$4,468 | 减仓 |
| BAC | BANK AMERICA CORP | $78.09万 | 0.66% | 16,018 | 7 | 0.0% | $341 | 加仓 |
| AMZN | AMAZON COM INC | $80.02万 | 0.68% | 3,842 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $86.52万 | 0.73% | 1,499 | 30 | 2.0% | $1.73万 | 加仓 |
| ABBV | ABBVIE INC | $88.17万 | 0.75% | 4,054 | 2 | 0.0% | $435 | 加仓 |
| USMV | ISHARES TR | $94.27万 | 0.80% | 10,165 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $100.64万 | 0.85% | 55,850 | 6,000 | 12.0% | $10.81万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $102.17万 | 0.86% | 16,678 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $105.62万 | 0.89% | 13,267 | 6 | 0.0% | $478 | 加仓 |
| — | EXXON MOBIL CORP | $108.14万 | 0.91% | 6,374 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $112.75万 | 0.95% | 16,165 | -50 | -0.3% | -$3,488 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $114.50万 | 0.97% | 23,193 | -695 | -2.9% | -$3.43万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $120.92万 | 1.02% | 11,096 | -830 | -7.0% | -$9.05万 | 减仓 |
| IVW | ISHARES TR | $125.01万 | 1.06% | 11,052 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $127.39万 | 1.08% | 22,321 | 400 | 1.8% | $2.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $131.03万 | 1.11% | 7,513 | 200 | 2.7% | $3.49万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $131.44万 | 1.11% | 108,985 | 14,285 | 15.1% | $17.23万 | 加仓 |
| SYK | STRYKER CORPORATION | $131.44万 | 1.11% | 4,000 | 0 | 0.0% | — | 不变 |
| HYLB | DBX ETF TR | $134.42万 | 1.14% | 37,173 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $154.91万 | 1.31% | 12,380 | -200 | -1.6% | -$2.50万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $166.89万 | 1.41% | 30,877 | -506 | -1.6% | -$2.73万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $169.61万 | 1.43% | 10,258 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $185.16万 | 1.57% | 13,974 | 28 | 0.2% | $3,710 | 加仓 |
| IJK | ISHARES TR | $195.76万 | 1.66% | 19,455 | 20 | 0.1% | $2,012 | 加仓 |
| AGG | ISHARES TR | $230.85万 | 1.95% | 23,255 | 43 | 0.2% | $4,269 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $250.30万 | 2.12% | 66,146 | 3,000 | 4.8% | $11.35万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $287.47万 | 2.43% | 44,861 | -30 | -0.1% | -$1,922 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $317.30万 | 2.68% | 230,094 | -3,500 | -1.5% | -$4.83万 | 减仓 |
| IJH | ISHARES TR | $330.10万 | 2.79% | 48,882 | -1,349 | -2.7% | -$9.11万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $453.71万 | 3.84% | 18,718 | 204 | 1.1% | $4.94万 | 加仓 |
| IWM | ISHARES TR | $502.10万 | 4.25% | 20,246 | -256 | -1.2% | -$6.35万 | 减仓 |
| MSFT | MICROSOFT CORP | $610.20万 | 5.16% | 16,484 | 92 | 0.6% | $3.41万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $616.62万 | 5.22% | 46,397 | 369 | 0.8% | $4.90万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $717.83万 | 6.07% | 277,370 | 16,300 | 6.2% | $42.18万 | 加仓 |
| CVX | CHEVRON CORPORATION | $738.96万 | 6.25% | 35,716 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $852.92万 | 7.21% | 13,057 | 73 | 0.6% | $4.77万 | 加仓 |
| AAPL | APPLE INC | $994.04万 | 8.41% | 39,168 | 0 | 0.0% | — | 不变 |