Financial Council, LLC
TOWSON MD · SEC CIK 0001883629
$3.08亿2026Q2 申报市值
106持仓数
65.4%前十大占比 · 第一大 21.7%
6 / 4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
CGGR 加仓+$144.78万
CGGO 加仓+$92.66万
AMD 新建仓+$40.66万
ACWX 加仓+$39.62万
STX 新建仓+$38.31万
2026Q2 卖出最多 按季末市值估算
LDOS 清仓-$33.58万
HONEYWELL INTL I 清仓-$23.42万
COTERRA ENERGY I 清仓-$22.00万
MCD 清仓-$21.76万
SPYG 减仓-$15.05万
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 |
|---|---|---|---|---|---|---|---|---|
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -2,159 | -100.0% | -$33.58万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,036 | -100.0% | -$23.42万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -6,262 | -100.0% | -$22.00万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -700 | -100.0% | -$21.76万 | 清仓 |
| ESRT | EMPIRE ST RLTY TR INC | $6.49万 | 0.02% | 12,005 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $12.62万 | 0.04% | 11,639 | 998 | 9.4% | $1.08万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $20.57万 | 0.07% | 1,137 | 1,137 | — | $20.57万 | 新建仓 |
| IWX | ISHARES TR | $21.08万 | 0.07% | 2,005 | 2,005 | — | $21.08万 | 新建仓 |
| MMM | 3M CO | $21.31万 | 0.07% | 1,316 | 0 | 0.0% | — | 重新持有 |
| DVN | DEVON ENERGY CORP NEW | $21.77万 | 0.07% | 5,268 | 5,268 | — | $21.77万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $21.86万 | 0.07% | 2,538 | 2,077 | 450.5% | $17.89万 | 重新持有 |
| BLK | BLACKROCK INC | $22.21万 | 0.07% | 231 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $22.31万 | 0.07% | 1,312 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $23.30万 | 0.08% | 1,261 | 0 | 0.0% | — | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.21万 | 0.08% | 861 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $24.21万 | 0.08% | 2,355 | 21 | 0.9% | $2,159 | 加仓 |
| CMI | CUMMINS INC | $24.32万 | 0.08% | 341 | 341 | — | $24.32万 | 新建仓 |
| AMGN | AMGEN INC | $25.17万 | 0.08% | 695 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $25.52万 | 0.08% | 2,253 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $25.87万 | 0.08% | 5,549 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $26.91万 | 0.09% | 926 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $26.96万 | 0.09% | 5,171 | 3 | 0.1% | $156 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $27.49万 | 0.09% | 4,661 | 152 | 3.4% | $8,964 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $28.32万 | 0.09% | 3,089 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $28.34万 | 0.09% | 838 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $29.50万 | 0.10% | 8,372 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $29.59万 | 0.10% | 1,036 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $29.63万 | 0.10% | 591 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $30.20万 | 0.10% | 4,230 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $30.36万 | 0.10% | 1,233 | -68 | -5.2% | -$1.67万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.66万 | 0.10% | 642 | -52 | -7.5% | -$2.48万 | 减仓 |
| EEMA | ISHARES INC | $31.39万 | 0.10% | 2,684 | 8 | 0.3% | $936 | 加仓 |
| ETN | EATON CORP PLC | $31.48万 | 0.10% | 739 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $31.78万 | 0.10% | 2,008 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $32.25万 | 0.10% | 1,543 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $32.81万 | 0.11% | 994 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $33.40万 | 0.11% | 357 | -5 | -1.4% | -$4,677 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $33.59万 | 0.11% | 10,700 | 1,633 | 18.0% | $5.13万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $34.08万 | 0.11% | 820 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $35.14万 | 0.11% | 1,179 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $35.26万 | 0.11% | 2,564 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $35.57万 | 0.12% | 3,683 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $35.80万 | 0.12% | 1,015 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $36.26万 | 0.12% | 1,911 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $36.93万 | 0.12% | 525 | -60 | -10.3% | -$4.22万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $37.74万 | 0.12% | 1,232 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $38.10万 | 0.12% | 2,600 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $38.31万 | 0.12% | 397 | 397 | — | $38.31万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $40.66万 | 0.13% | 700 | 700 | — | $40.66万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $43.60万 | 0.14% | 849 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $45.64万 | 0.15% | 3,371 | 7 | 0.2% | $948 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $45.92万 | 0.15% | 1,849 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $46.21万 | 0.15% | 1,347 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $51.10万 | 0.17% | 2,012 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $52.90万 | 0.17% | 4,116 | 125 | 3.1% | $1.61万 | 加仓 |
| GEV | GE VERNOVA INC | $52.99万 | 0.17% | 451 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $54.95万 | 0.18% | 11,561 | 17 | 0.1% | $808 | 加仓 |
| BAC | BANK OF AMER CORP | $61.19万 | 0.20% | 10,739 | 5 | 0.0% | $285 | 加仓 |
| IOO | ISHARES TR | $61.53万 | 0.20% | 4,504 | 884 | 24.4% | $12.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $61.65万 | 0.20% | 1,232 | -40 | -3.1% | -$2.00万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $62.35万 | 0.20% | 6,871 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $66.03万 | 0.21% | 3,466 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $68.34万 | 0.22% | 4,608 | 39 | 0.9% | $5,784 | 加仓 |
| GE | GE AEROSPACE | $69.03万 | 0.22% | 1,847 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $70.26万 | 0.23% | 1,860 | 0 | 0.0% | — | 不变 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $71.39万 | 0.23% | 19,617 | 1,333 | 7.3% | $4.85万 | 加仓 |
| CSCO | CISCO SYS INC | $73.25万 | 0.24% | 6,236 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $73.68万 | 0.24% | 7,210 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $85.11万 | 0.28% | 6,188 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $87.08万 | 0.28% | 1,546 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $90.52万 | 0.29% | 850 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $97.58万 | 0.32% | 10,224 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $97.91万 | 0.32% | 8,192 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $108.82万 | 0.35% | 29,010 | 8,660 | 42.6% | $32.48万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $135.24万 | 0.44% | 24,585 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $136.36万 | 0.44% | 1,886 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $139.78万 | 0.45% | 1,211 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $142.08万 | 0.46% | 17,255 | -52 | -0.3% | -$4,282 | 减仓 |
| LLY | ELI LILLY & CO | $149.57万 | 0.49% | 1,247 | -15 | -1.2% | -$1.80万 | 减仓 |
| ABBV | ABBVIE INC | $149.75万 | 0.49% | 5,951 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $159.66万 | 0.52% | 28,114 | -274 | -1.0% | -$1.56万 | 减仓 |
| AMZN | AMAZON COM INC | $169.89万 | 0.55% | 7,128 | -60 | -0.8% | -$1.43万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $180.33万 | 0.58% | 5,509 | -16 | -0.3% | -$5,237 | 减仓 |
| PG | PROCTER & GAMBLE CO | $185.53万 | 0.60% | 12,652 | 5 | 0.0% | $733 | 加仓 |
| VTI | VANGUARD INDEX FDS | $195.54万 | 0.63% | 5,284 | 132 | 2.6% | $4.88万 | 加仓 |
| KO | COCA COLA CO | $197.98万 | 0.64% | 24,361 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $208.89万 | 0.68% | 5,845 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $237.13万 | 0.77% | 6,711 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $252.58万 | 0.82% | 18,474 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $261.42万 | 0.85% | 95,167 | 10,576 | 12.5% | $29.05万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $268.26万 | 0.87% | 3,592 | 356 | 11.0% | $26.59万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $369.41万 | 1.20% | 74,961 | 3,135 | 4.4% | $15.45万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $396.48万 | 1.29% | 48,387 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $396.57万 | 1.29% | 5,774 | 158 | 2.8% | $10.85万 | 加仓 |
| MSFT | MICROSOFT CORP | $400.65万 | 1.30% | 10,741 | 17 | 0.2% | $6,341 | 加仓 |
| NVDA | NVIDIA CORPORATION | $402.17万 | 1.30% | 20,099 | 4 | 0.0% | $800 | 加仓 |
| ACWI | ISHARES TR | $544.55万 | 1.77% | 34,691 | -56 | -0.2% | -$8,790 | 减仓 |
| IVV | ISHARES TR | $608.17万 | 1.97% | 8,121 | -30 | -0.4% | -$2.25万 | 减仓 |
| IWV | ISHARES TR | $624.74万 | 2.03% | 14,651 | 146 | 1.0% | $6.23万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $765.78万 | 2.48% | 172,628 | 6,394 | 3.8% | $28.36万 | 加仓 |