Carson Advisory Inc.
ATHENS GA · SEC CIK 0001909304
$2.18亿2026Q2 申报市值
204持仓数
34.9%前十大占比 · 第一大 5.1%
18 / 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
PNFP 新建仓+$178.35万
GOOGL 新建仓+$123.90万
SEPI 加仓+$70.56万
CGMM 新建仓+$62.35万
JUST 加仓+$45.35万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$207.26万
GOOG 清仓-$165.05万
TCAL 减仓-$38.54万
CBRL 清仓-$35.14万
AES 减仓-$30.61万
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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $42.90万 | 0.20% | 5,962 | 3 | 0.1% | $216 | 加仓 |
| OKTA | OKTA INC | $42.98万 | 0.20% | 3,150 | -650 | -17.1% | -$8.87万 | 减仓 |
| VTRS | VIATRIS INC | $43.99万 | 0.20% | 27,700 | -400 | -1.4% | -$6,352 | 减仓 |
| CSCO | CISCO SYS INC | $44.10万 | 0.20% | 3,754 | -325 | -8.0% | -$3.82万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $45.14万 | 0.21% | 7,992 | 7,992 | — | $45.14万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $45.60万 | 0.21% | 6,590 | -448 | -6.4% | -$3.10万 | 减仓 |
| IVV | ISHARES TR | $45.86万 | 0.21% | 612 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $46.49万 | 0.21% | 2,516 | 245 | 10.8% | $4.53万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $47.16万 | 0.22% | 5,327 | -198 | -3.6% | -$1.75万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $47.60万 | 0.22% | 3,768 | -200 | -5.0% | -$2.53万 | 减仓 |
| CB | CHUBB LIMITED | $47.64万 | 0.22% | 1,398 | 18 | 1.3% | $6,133 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $50.46万 | 0.23% | 2,049 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $51.64万 | 0.24% | 20,300 | 3,000 | 17.3% | $7.63万 | 加仓 |
| SBUX | STARBUCKS CORP | $52.23万 | 0.24% | 5,111 | -153 | -2.9% | -$1.56万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $52.91万 | 0.24% | 4,473 | 13 | 0.3% | $1,538 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $54.35万 | 0.25% | 2,853 | 78 | 2.8% | $1.49万 | 加仓 |
| ADI | ANALOG DEVICES INC | $54.40万 | 0.25% | 1,370 | -54 | -3.8% | -$2.14万 | 减仓 |
| SNOW | SNOWFLAKE INC | $54.46万 | 0.25% | 2,140 | 60 | 2.9% | $1.53万 | 加仓 |
| ILMN | ILLUMINA INC | $55.65万 | 0.26% | 3,165 | -800 | -20.2% | -$14.07万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $56.99万 | 0.26% | 12,706 | 3,952 | 45.1% | $17.72万 | 加仓 |
| NVO | NOVO-NORDISK A S | $58.21万 | 0.27% | 12,143 | -173 | -1.4% | -$8,294 | 减仓 |
| QQQ | INVESCO QQQ TR | $58.32万 | 0.27% | 792 | -19 | -2.3% | -$1.40万 | 减仓 |
| CAT | CATERPILLAR INC | $58.36万 | 0.27% | 548 | 6 | 1.1% | $6,389 | 加仓 |
| CRM | SALESFORCE INC | $58.40万 | 0.27% | 3,728 | 610 | 19.6% | $9.56万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $62.05万 | 0.28% | 14,370 | 552 | 4.0% | $2.38万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $62.35万 | 0.29% | 18,911 | 18,911 | — | $62.35万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $63.03万 | 0.29% | 24,076 | 5,468 | 29.4% | $14.32万 | 加仓 |
| RTX | RTX CORPORATION | $63.75万 | 0.29% | 3,360 | -15 | -0.4% | -$2,846 | 减仓 |
| XYZ | BLOCK INC | $64.98万 | 0.30% | 8,550 | 515 | 6.4% | $3.91万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $65.29万 | 0.30% | 39,857 | -600 | -1.5% | -$9,828 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $66.33万 | 0.30% | 4,299 | 148 | 3.6% | $2.28万 | 加仓 |
| PCG | PG&E CORP | $67.29万 | 0.31% | 40,006 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $67.79万 | 0.31% | 2,694 | 6 | 0.2% | $1,510 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $68.91万 | 0.32% | 7,468 | 911 | 13.9% | $8.41万 | 加仓 |
| GIS | GENERAL MILLS INC | $71.39万 | 0.33% | 20,515 | 3,655 | 21.7% | $12.72万 | 加仓 |
| LOW | LOWES COS INC | $71.54万 | 0.33% | 3,244 | 362 | 12.6% | $7.98万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $71.55万 | 0.33% | 3,955 | 1 | 0.0% | $181 | 加仓 |
| AVGO | BROADCOM INC | $71.89万 | 0.33% | 1,903 | -65 | -3.3% | -$2.46万 | 减仓 |
| IJH | ISHARES TR | $73.66万 | 0.34% | 9,552 | 144 | 1.5% | $1.11万 | 加仓 |
| WD | WALKER & DUNLOP INC | $73.84万 | 0.34% | 13,500 | 375 | 2.9% | $2.05万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $75.39万 | 0.35% | 27,444 | 7,146 | 35.2% | $19.63万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $75.90万 | 0.35% | 7,871 | 234 | 3.1% | $2.26万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $76.97万 | 0.35% | 667 | -1,796 | -72.9% | -$207.26万 | 减仓 |
| IJR | ISHARES TR | $77.30万 | 0.36% | 5,212 | 122 | 2.4% | $1.81万 | 加仓 |
| CG | CARLYLE GROUP INC | $78.01万 | 0.36% | 18,526 | -700 | -3.6% | -$2.95万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $78.21万 | 0.36% | 7,276 | -570 | -7.3% | -$6.13万 | 减仓 |
| NUMV | NUSHARES ETF TR | $78.59万 | 0.36% | 18,070 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $80.83万 | 0.37% | 688 | -78 | -10.2% | -$9.16万 | 减仓 |
| OKE | ONEOK INC NEW | $89.33万 | 0.41% | 10,275 | 1,300 | 14.5% | $11.30万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $90.20万 | 0.41% | 10,551 | 49 | 0.5% | $4,189 | 加仓 |
| TFC | TRUIST FINL CORP | $91.55万 | 0.42% | 18,375 | -1,229 | -6.3% | -$6.12万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $92.24万 | 0.42% | 8,547 | -99 | -1.1% | -$1.07万 | 减仓 |
| PEP | PEPSICO INC | $93.35万 | 0.43% | 6,894 | 16 | 0.2% | $2,167 | 加仓 |
| LLY | ELI LILLY & CO | $95.48万 | 0.44% | 796 | 15 | 1.9% | $1.80万 | 加仓 |
| CVX | CHEVRON CORPORATION | $97.47万 | 0.45% | 5,880 | 425 | 7.8% | $7.04万 | 加仓 |
| — | EXXON MOBIL CORP | $101.66万 | 0.47% | 7,436 | -174 | -2.3% | -$2.38万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $102.32万 | 0.47% | 2,765 | -15 | -0.5% | -$5,551 | 减仓 |
| WFC | WELLS FARGO & CO | $105.62万 | 0.49% | 12,781 | 304 | 2.4% | $2.51万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $108.41万 | 0.50% | 12,351 | 32 | 0.3% | $2,809 | 加仓 |
| T | AT&T INC | $108.55万 | 0.50% | 52,438 | -3,825 | -6.8% | -$7.92万 | 减仓 |
| AFL | AFLAC INC | $108.72万 | 0.50% | 9,272 | -635 | -6.4% | -$7.45万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $108.84万 | 0.50% | 25,706 | 341 | 1.3% | $1.44万 | 加仓 |
| BA | BOEING CO | $109.43万 | 0.50% | 5,055 | 22 | 0.4% | $4,762 | 加仓 |
| META | META PLATFORMS INC | $110.41万 | 0.51% | 1,960 | 338 | 20.8% | $19.04万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $111.68万 | 0.51% | 24,439 | 816 | 3.5% | $3.73万 | 加仓 |
| BX | BLACKSTONE INC | $112.64万 | 0.52% | 9,573 | -146 | -1.5% | -$1.72万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $115.02万 | 0.53% | 22,217 | 4 | 0.0% | $207 | 加仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $119.98万 | 0.55% | 24,107 | 2,758 | 12.9% | $13.73万 | 加仓 |
| AMZN | AMAZON COM INC | $121.12万 | 0.56% | 5,082 | 218 | 4.5% | $5.20万 | 加仓 |
| WMT | WALMART INC | $122.07万 | 0.56% | 10,778 | -235 | -2.1% | -$2.66万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $122.88万 | 0.56% | 2,573 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $123.90万 | 0.57% | 3,467 | 3,467 | — | $123.90万 | 新建仓 |
| ETN | EATON CORP PLC | $127.54万 | 0.59% | 2,993 | -8 | -0.3% | -$3,409 | 减仓 |
| GE | GE AEROSPACE | $128.19万 | 0.59% | 3,430 | -48 | -1.4% | -$1.79万 | 减仓 |
| — | WESTERN ASSET INTER MUNI | $130.09万 | 0.60% | 165,297 | -3,300 | -2.0% | -$2.60万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $140.35万 | 0.64% | 2,043 | 539 | 35.8% | $37.03万 | 加仓 |
| PFF | ISHARES TR | $146.20万 | 0.67% | 47,950 | -400 | -0.8% | -$1.22万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $147.37万 | 0.68% | 7,365 | 227 | 3.2% | $4.54万 | 加仓 |
| SEPI | SCM TRUST | $161.07万 | 0.74% | 57,836 | 25,336 | 78.0% | $70.56万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $161.82万 | 0.74% | 6,839 | 485 | 7.6% | $11.48万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $166.31万 | 0.76% | 131,159 | -3,071 | -2.3% | -$3.89万 | 减仓 |
| JUST | GOLDMAN SACHS ETF TR | $172.31万 | 0.79% | 16,150 | 4,250 | 35.7% | $45.35万 | 加仓 |
| KO | COCA COLA CO | $173.19万 | 0.80% | 21,310 | 391 | 1.9% | $3.18万 | 加仓 |
| C | CITIGROUP INC | $175.87万 | 0.81% | 12,566 | -159 | -1.2% | -$2.23万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $175.93万 | 0.81% | 11,998 | -85 | -0.7% | -$1.25万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $178.35万 | 0.82% | 17,679 | 17,679 | — | $178.35万 | 新建仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $193.64万 | 0.89% | 51,012 | 5,356 | 11.7% | $20.33万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $213.15万 | 0.98% | 20,818 | -153 | -0.7% | -$1.57万 | 减仓 |
| TCAL | T ROWE PRICE EXCHANGE-TRADED | $246.96万 | 1.13% | 111,241 | -17,359 | -13.5% | -$38.54万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $260.12万 | 1.19% | 10,242 | 220 | 2.2% | $5.59万 | 加仓 |
| DAL | DELTA AIR LINES INC | $260.57万 | 1.20% | 27,821 | -1,109 | -3.8% | -$10.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $293.37万 | 1.35% | 8,963 | -11 | -0.1% | -$3,600 | 减仓 |
| MSFT | MICROSOFT CORP | $308.15万 | 1.42% | 8,261 | 206 | 2.6% | $7.68万 | 加仓 |
| BAC | BANK OF AMER CORP | $310.12万 | 1.42% | 54,427 | -2,165 | -3.8% | -$12.34万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $387.27万 | 1.78% | 30,595 | -196 | -0.6% | -$2.48万 | 减仓 |
| AES | AES CORP | $406.05万 | 1.86% | 276,977 | -20,877 | -7.0% | -$30.61万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $432.93万 | 1.99% | 87,852 | 4,527 | 5.4% | $22.31万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $452.03万 | 2.08% | 16,074 | 1,135 | 7.6% | $31.92万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $494.22万 | 2.27% | 94,424 | 1,878 | 2.0% | $9.83万 | 加仓 |
| D | DOMINION ENERGY INC | $505.62万 | 2.32% | 74,040 | -1,136 | -1.5% | -$7.76万 | 减仓 |