Financial Council, LLC
TOWSON MD · SEC CIK 0001883629
$2.59亿2026Q1 申报市值
101持仓数
64.8%前十大占比 · 第一大 20.1%
6 / 3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
ACWX 加仓+$1,208.68万
CGGO 加仓+$250.35万
CGGR 加仓+$105.76万
CGDV 加仓+$63.18万
SPY 加仓+$38.44万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$92.38万
DIS 清仓-$24.04万
ADBE 清仓-$23.17万
DHR 清仓-$20.26万
SPYV 减仓-$12.30万
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 |
|---|---|---|---|---|---|---|---|---|
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $5,200.41万 | 20.06% | 1,558,410 | 75,022 | 5.1% | $250.35万 | 加仓 |
| ACWX | ISHARES TR | $2,651.54万 | 10.23% | 387,256 | 176,527 | 83.8% | $1,208.68万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,952.11万 | 7.53% | 485,720 | 26,314 | 5.7% | $105.76万 | 加仓 |
| IUSG | ISHARES TR | $1,331.88万 | 5.14% | 85,867 | -94 | -0.1% | -$1.46万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,267.69万 | 4.89% | 224,052 | -2,174 | -1.0% | -$12.30万 | 减仓 |
| AAPL | APPLE INC | $1,111.10万 | 4.29% | 43,780 | -3,640 | -7.7% | -$92.38万 | 减仓 |
| IUSV | ISHARES TR | $928.28万 | 3.58% | 90,785 | 319 | 0.4% | $3.26万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $835.82万 | 3.22% | 85,366 | 3,272 | 4.0% | $32.04万 | 加仓 |
| IEMG | ISHARES INC | $778.23万 | 3.00% | 111,575 | 4,979 | 4.7% | $34.73万 | 加仓 |
| IJH | ISHARES TR | $747.75万 | 2.88% | 110,728 | 2,052 | 1.9% | $13.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $645.98万 | 2.49% | 166,234 | 5,814 | 3.6% | $22.59万 | 加仓 |
| IWV | ISHARES TR | $537.67万 | 2.07% | 14,505 | -155 | -1.1% | -$5.75万 | 减仓 |
| IVV | ISHARES TR | $532.45万 | 2.05% | 8,151 | -38 | -0.5% | -$2.48万 | 减仓 |
| ACWI | ISHARES TR | $480.80万 | 1.85% | 34,747 | 39 | 0.1% | $5,396 | 加仓 |
| MSFT | MICROSOFT CORP | $396.96万 | 1.53% | 10,724 | 11 | 0.1% | $4,072 | 加仓 |
| NVDA | NVIDIA CORPORATION | $350.46万 | 1.35% | 20,095 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $343.11万 | 1.32% | 48,387 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $335.58万 | 1.29% | 5,616 | 464 | 9.0% | $27.73万 | 加仓 |
| — | EXXON MOBIL CORP | $313.43万 | 1.21% | 18,474 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $305.55万 | 1.18% | 71,826 | 14,853 | 26.1% | $63.18万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $229.66万 | 0.89% | 84,591 | 785 | 0.9% | $2.13万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $210.46万 | 0.81% | 3,236 | 591 | 22.3% | $38.44万 | 加仓 |
| GOOG | ALPHABET INC | $192.50万 | 0.74% | 6,711 | 1 | 0.0% | $287 | 加仓 |
| KO | COCA COLA CO | $185.27万 | 0.71% | 24,361 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $182.68万 | 0.70% | 12,647 | -360 | -2.8% | -$5.20万 | 减仓 |
| GOOGL | ALPHABET INC | $168.09万 | 0.65% | 5,845 | 45 | 0.8% | $1.29万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $165.29万 | 0.64% | 5,152 | -235 | -4.4% | -$7.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $162.52万 | 0.63% | 5,525 | -31 | -0.6% | -$9,119 | 减仓 |
| AMZN | AMAZON COM INC | $149.70万 | 0.58% | 7,188 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $139.73万 | 0.54% | 28,388 | 254 | 0.9% | $1.25万 | 加仓 |
| ABBV | ABBVIE INC | $129.43万 | 0.50% | 5,951 | -45 | -0.8% | -$9,787 | 减仓 |
| VSGX | VANGUARD WORLD FD | $124.14万 | 0.48% | 17,307 | -91 | -0.5% | -$6,527 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $119.14万 | 0.46% | 24,585 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $116.08万 | 0.45% | 1,262 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $88.58万 | 0.34% | 10,224 | 51 | 0.5% | $4,419 | 加仓 |
| META | META PLATFORMS INC | $88.45万 | 0.34% | 1,546 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $73.06万 | 0.28% | 20,350 | 6,133 | 43.1% | $22.02万 | 加仓 |
| VGT | VANGUARD WORLD FD | $71.45万 | 0.28% | 1,024 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $71.06万 | 0.27% | 6,188 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $70.54万 | 0.27% | 6,871 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $64.59万 | 0.25% | 7,210 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $64.46万 | 0.25% | 1,886 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $60.95万 | 0.24% | 1,272 | 0 | 0.0% | — | 不变 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $60.54万 | 0.23% | 18,284 | 2,725 | 17.5% | $9.02万 | 加仓 |
| CAT | CATERPILLAR INC | $60.22万 | 0.23% | 850 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $57.57万 | 0.22% | 1,860 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $56.80万 | 0.22% | 4,569 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $52.41万 | 0.20% | 1,847 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $52.33万 | 0.20% | 10,734 | 6 | 0.1% | $293 | 加仓 |
| PEP | PEPSICO INC | $52.24万 | 0.20% | 3,364 | -22 | -0.6% | -$3,416 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $51.63万 | 0.20% | 1,849 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $49.17万 | 0.19% | 2,012 | 1 | 0.0% | $244 | 加仓 |
| CSCO | CISCO SYS INC | $48.39万 | 0.19% | 6,236 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $48.01万 | 0.19% | 3,991 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $47.39万 | 0.18% | 11,544 | 750 | 6.9% | $3.08万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $46.06万 | 0.18% | 3,466 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $43.79万 | 0.17% | 3,620 | 504 | 16.2% | $6.10万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $42.42万 | 0.16% | 849 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $40.91万 | 0.16% | 1,211 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $40.71万 | 0.16% | 1,347 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $40.67万 | 0.16% | 4,230 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $39.37万 | 0.15% | 451 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $38.25万 | 0.15% | 2,600 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $36.87万 | 0.14% | 1,911 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $36.08万 | 0.14% | 585 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $36.07万 | 0.14% | 362 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $33.58万 | 0.13% | 2,159 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $33.38万 | 0.13% | 1,015 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $33.34万 | 0.13% | 3,683 | 3,683 | — | $33.34万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $31.71万 | 0.12% | 1,232 | 1,232 | — | $31.71万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $29.05万 | 0.11% | 591 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $29.00万 | 0.11% | 2,564 | 2,564 | — | $29.00万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $28.99万 | 0.11% | 994 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $28.00万 | 0.11% | 2,253 | 0 | 0.0% | — | 不变 |
| FDV | FEDERATED HERMES ETF TRUST | $27.93万 | 0.11% | 9,067 | 9,067 | — | $27.93万 | 新建仓 |
| EXC | EXELON CORP | $27.20万 | 0.10% | 5,549 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $27.07万 | 0.10% | 1,301 | 15 | 1.2% | $3,121 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $26.85万 | 0.10% | 4,509 | 8 | 0.2% | $476 | 加仓 |
| ETN | EATON CORP PLC | $26.43万 | 0.10% | 739 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $26.33万 | 0.10% | 3,089 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $25.65万 | 0.10% | 2,008 | 0 | 0.0% | — | 不变 |
| EEMA | ISHARES INC | $25.62万 | 0.10% | 2,676 | 2,676 | — | $25.62万 | 新建仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $25.53万 | 0.10% | 8,372 | 1,100 | 15.1% | $3.35万 | 加仓 |
| MS | MORGAN STANLEY | $25.39万 | 0.10% | 1,543 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $25.35万 | 0.10% | 838 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $24.45万 | 0.09% | 695 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.46万 | 0.09% | 694 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $23.45万 | 0.09% | 5,168 | 2 | 0.0% | $91 | 加仓 |
| — | HONEYWELL INTL INC | $23.42万 | 0.09% | 1,036 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $23.04万 | 0.09% | 926 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $22.89万 | 0.09% | 1,179 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $22.32万 | 0.09% | 2,334 | -165 | -6.6% | -$1.58万 | 减仓 |
| BLK | BLACKROCK INC | $22.22万 | 0.09% | 231 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $22.19万 | 0.09% | 1,312 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $22.19万 | 0.09% | 820 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $22.00万 | 0.08% | 6,262 | 6,262 | — | $22.00万 | 新建仓 |
| MCD | MCDONALDS CORP | $21.76万 | 0.08% | 700 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $21.55万 | 0.08% | 1,036 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.87万 | 0.08% | 861 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.58万 | 0.04% | 10,641 | 162 | 1.5% | $1,763 | 加仓 |