Blackston Financial Advisory Group, LLC
THE VILLAGES FL · SEC CIK 0001910984
$1.60亿2026Q1 申报市值
106持仓数
64.9%前十大占比 · 第一大 10.9%
9 / 7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
MCK 新建仓+$74.98万
SBAR 加仓+$51.81万
FOXY 加仓+$47.63万
AAPL 加仓+$40.05万
CAT 新建仓+$35.00万
2026Q1 卖出最多 按季末市值估算
SIMPLIFY EXCHANG 清仓-$67.31万
ELEVATION SERIES 减仓-$28.11万
CSX 清仓-$25.14万
INTU 清仓-$22.99万
XLC 清仓-$22.91万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,735.47万 | 10.88% | 29,043 | 104 | 0.4% | $6.21万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,620.97万 | 10.16% | 44,115 | -195 | -0.4% | -$7.17万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,216.35万 | 7.62% | 37,915 | -582 | -1.5% | -$18.67万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,176.94万 | 7.38% | 39,382 | -237 | -0.6% | -$7.08万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,043.58万 | 6.54% | 48,525 | -303 | -0.6% | -$6.52万 | 减仓 |
| VDC | VANGUARD WORLD FD | $1,011.70万 | 6.34% | 45,047 | 514 | 1.2% | $11.54万 | 加仓 |
| MGC | VANGUARD WORLD FD | $960.92万 | 6.02% | 40,657 | 762 | 1.9% | $18.01万 | 加仓 |
| VO | VANGUARD INDEX FDS | $669.93万 | 4.20% | 23,328 | 41 | 0.2% | $1.18万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $555.00万 | 3.48% | 37,475 | -883 | -2.3% | -$13.08万 | 减仓 |
| AAPL | APPLE INC | $358.59万 | 2.25% | 14,129 | 1,578 | 12.6% | $40.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $227.38万 | 1.43% | 6,143 | -613 | -9.1% | -$22.69万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $224.32万 | 1.41% | 20,450 | -288 | -1.4% | -$3.16万 | 减仓 |
| VGT | VANGUARD WORLD FD | $214.32万 | 1.34% | 3,072 | 28 | 0.9% | $1.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $179.44万 | 1.12% | 10,289 | 363 | 3.7% | $6.33万 | 加仓 |
| WMT | WALMART INC | $173.14万 | 1.09% | 13,932 | -333 | -2.3% | -$4.14万 | 减仓 |
| QQQ | INVESCO QQQ TR | $169.52万 | 1.06% | 2,937 | 45 | 1.6% | $2.60万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $167.68万 | 1.05% | 55,487 | 7,071 | 14.6% | $21.37万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $160.99万 | 1.01% | 68,492 | 9,987 | 17.1% | $23.47万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $158.79万 | 1.00% | 5,381 | -452 | -7.7% | -$13.34万 | 减仓 |
| VHT | VANGUARD WORLD FD | $148.75万 | 0.93% | 5,462 | -96 | -1.7% | -$2.61万 | 减仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $119.66万 | 0.75% | 40,922 | 16,290 | 66.1% | $47.63万 | 加仓 |
| MGV | VANGUARD WORLD FD | $117.54万 | 0.74% | 8,109 | -242 | -2.9% | -$3.51万 | 减仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $115.78万 | 0.73% | 47,181 | 21,111 | 81.0% | $51.81万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $111.45万 | 0.70% | 54,768 | 10,808 | 24.6% | $21.99万 | 加仓 |
| VDE | VANGUARD WORLD FD | $104.33万 | 0.65% | 6,029 | -545 | -8.3% | -$9.43万 | 减仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $102.94万 | 0.65% | 27,011 | 617 | 2.3% | $2.35万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $92.44万 | 0.58% | 34,779 | 532 | 1.6% | $1.41万 | 加仓 |
| AMZN | AMAZON COM INC | $88.68万 | 0.56% | 4,258 | -252 | -5.6% | -$5.25万 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $85.70万 | 0.54% | 23,492 | 524 | 2.3% | $1.91万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $82.85万 | 0.52% | 21,537 | 490 | 2.3% | $1.89万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $81.22万 | 0.51% | 52,947 | 6,928 | 15.1% | $10.63万 | 加仓 |
| MCK | MCKESSON CORP | $74.98万 | 0.47% | 866 | 866 | — | $74.98万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $74.08万 | 0.46% | 23,450 | 555 | 2.4% | $1.75万 | 加仓 |
| VFH | VANGUARD WORLD FD | $68.97万 | 0.43% | 5,709 | -99 | -1.7% | -$1.20万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $68.93万 | 0.43% | 1,691 | -249 | -12.8% | -$10.15万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $67.05万 | 0.42% | 20,068 | 391 | 2.0% | $1.31万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $64.83万 | 0.41% | 4,687 | -140 | -2.9% | -$1.94万 | 减仓 |
| VCR | VANGUARD WORLD FD | $62.97万 | 0.39% | 1,754 | -39 | -2.2% | -$1.40万 | 减仓 |
| HD | HOME DEPOT INC | $61.78万 | 0.39% | 1,878 | -127 | -6.3% | -$4.18万 | 减仓 |
| PG | PROCTER GAMBLE CO | $60.90万 | 0.38% | 4,216 | -1,279 | -23.3% | -$18.47万 | 减仓 |
| VIS | VANGUARD WORLD FD | $55.12万 | 0.35% | 1,765 | -71 | -3.9% | -$2.22万 | 减仓 |
| IVW | ISHARES TR | $54.30万 | 0.34% | 4,800 | -63 | -1.3% | -$7,126 | 减仓 |
| GLD | SPDR GOLD TR | $54.26万 | 0.34% | 1,261 | -27 | -2.1% | -$1.16万 | 减仓 |
| IJJ | ISHARES TR | $53.74万 | 0.34% | 4,056 | -693 | -14.6% | -$9.18万 | 减仓 |
| — | EXXON MOBIL CORP | $53.42万 | 0.33% | 3,149 | -22 | -0.7% | -$3,732 | 减仓 |
| TSLA | TESLA INC | $49.22万 | 0.31% | 1,324 | 105 | 8.6% | $3.90万 | 加仓 |
| JPM | JPMORGAN CHASE CO | $47.02万 | 0.29% | 1,599 | -69 | -4.1% | -$2.03万 | 减仓 |
| VPU | VANGUARD WORLD FD | $45.20万 | 0.28% | 2,281 | -64 | -2.7% | -$1.27万 | 减仓 |
| JNJ | JOHNSON JOHNSON | $43.37万 | 0.27% | 1,774 | -49 | -2.7% | -$1.20万 | 减仓 |
| IJS | ISHARES TR | $42.99万 | 0.27% | 3,629 | -811 | -18.3% | -$9.61万 | 减仓 |
| ABBV | ABBVIE INC | $42.96万 | 0.27% | 1,975 | -271 | -12.1% | -$5.89万 | 减仓 |
| IWM | ISHARES TR | $42.83万 | 0.27% | 1,727 | -387 | -18.3% | -$9.60万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $42.65万 | 0.27% | 2,176 | -83 | -3.7% | -$1.63万 | 减仓 |
| MRK | MERCK CO INC | $42.63万 | 0.27% | 3,544 | -188 | -5.0% | -$2.26万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $41.87万 | 0.26% | 6,834 | 156 | 2.3% | $9,557 | 加仓 |
| MDY | STATE STR SPDR SP MIDCAP 40 | $41.26万 | 0.26% | 669 | -149 | -18.2% | -$9.19万 | 减仓 |
| IJT | ISHARES TR | $40.61万 | 0.25% | 2,806 | -613 | -17.9% | -$8.87万 | 减仓 |
| QTEC | FIRST TR EXCHANGE TRADED FD | $39.72万 | 0.25% | 1,839 | -36 | -1.9% | -$7,776 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $39.12万 | 0.25% | 15,109 | 2,102 | 16.2% | $5.44万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $38.48万 | 0.24% | 2,938 | 57 | 2.0% | $7,465 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $37.52万 | 0.24% | 13,143 | 331 | 2.6% | $9,450 | 加仓 |
| CAT | CATERPILLAR INC | $35.00万 | 0.22% | 494 | 494 | — | $35.00万 | 新建仓 |
| GOOGL | ALPHABET INC | $34.94万 | 0.22% | 1,215 | -63 | -4.9% | -$1.81万 | 减仓 |
| META | META PLATFORMS INC | $34.88万 | 0.22% | 610 | -9 | -1.5% | -$5,146 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $31.75万 | 0.20% | 9,400 | -28 | -0.3% | -$946 | 减仓 |
| VOX | VANGUARD WORLD FD | $31.20万 | 0.20% | 1,735 | 3 | 0.2% | $539 | 加仓 |
| VUG | VANGUARD INDEX FDS | $31.19万 | 0.20% | 714 | -99 | -12.2% | -$4.33万 | 减仓 |
| GOOG | ALPHABET INC | $30.13万 | 0.19% | 1,050 | -529 | -33.5% | -$15.18万 | 减仓 |
| SLV | ISHARES SILVER TR | $29.75万 | 0.19% | 4,366 | 427 | 10.8% | $2.91万 | 加仓 |
| OKE | ONEOK INC NEW | $29.27万 | 0.18% | 3,238 | -122 | -3.6% | -$1.10万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $28.02万 | 0.18% | 2,108 | -355 | -14.4% | -$4.72万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $27.94万 | 0.18% | 27,131 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $27.43万 | 0.17% | 1,326 | 1,326 | — | $27.43万 | 新建仓 |
| MCD | MCDONALDS CORP | $27.08万 | 0.17% | 871 | -86 | -9.0% | -$2.67万 | 减仓 |
| RTX | RTX CORPORATION | $26.98万 | 0.17% | 1,399 | -81 | -5.5% | -$1.56万 | 减仓 |
| PSX | PHILLIPS 66 | $26.70万 | 0.17% | 1,466 | -209 | -12.5% | -$3.81万 | 减仓 |
| GRMN | GARMIN LTD | $26.35万 | 0.17% | 1,136 | -66 | -5.5% | -$1.53万 | 减仓 |
| IYH | ISHARES TR | $26.07万 | 0.16% | 4,230 | -196 | -4.4% | -$1.21万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.04万 | 0.16% | 1,074 | -111 | -9.4% | -$2.69万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.02万 | 0.16% | 543 | -3 | -0.5% | -$1,438 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $26.00万 | 0.16% | 811 | 811 | — | $26.00万 | 新建仓 |
| MMM | 3M CO | $25.89万 | 0.16% | 1,783 | -79 | -4.2% | -$1.15万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $25.82万 | 0.16% | 5,705 | 12 | 0.2% | $543 | 加仓 |
| SPY | STATE STR SPDR SP 500 ETF T | $25.62万 | 0.16% | 394 | 27 | 7.4% | $1.76万 | 加仓 |
| MTUM | ISHARES TR | $24.86万 | 0.16% | 1,036 | -21 | -2.0% | -$5,039 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $24.51万 | 0.15% | 1,935 | -248 | -11.4% | -$3.14万 | 减仓 |
| PCAR | PACCAR INC | $24.31万 | 0.15% | 2,105 | 2,105 | — | $24.31万 | 新建仓 |
| CSCO | CISCO SYS INC | $24.25万 | 0.15% | 3,125 | 65 | 2.1% | $5,044 | 加仓 |
| UNP | UNION PAC CORP | $23.96万 | 0.15% | 988 | -67 | -6.4% | -$1.63万 | 减仓 |
| BILZ | PIMCO ETF TR | $23.30万 | 0.15% | 2,308 | -1,468 | -38.9% | -$14.82万 | 减仓 |
| — | ELEVATION SERIES TRUST | $22.53万 | 0.14% | 9,337 | -11,649 | -55.5% | -$28.11万 | 减仓 |
| TRGP | TARGA RES CORP | $22.19万 | 0.14% | 885 | 885 | — | $22.19万 | 新建仓 |
| AMGN | AMGEN INC | $22.11万 | 0.14% | 628 | -18 | -2.8% | -$6,338 | 减仓 |
| VOT | VANGUARD INDEX FDS | $22.08万 | 0.14% | 858 | -22 | -2.5% | -$5,661 | 减仓 |
| IUSB | ISHARES TR | $21.43万 | 0.13% | 4,639 | 4,639 | — | $21.43万 | 新建仓 |
| VFQY | VANGUARD WELLINGTON FD | $21.22万 | 0.13% | 1,422 | -26 | -1.8% | -$3,880 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $21.12万 | 0.13% | 916 | 916 | — | $21.12万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $20.73万 | 0.13% | 1,254 | -5 | -0.4% | -$827 | 重新持有 |
| NEM | NEWMONT CORP | $20.70万 | 0.13% | 1,912 | -122 | -6.0% | -$1.32万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $20.68万 | 0.13% | 684 | -71 | -9.4% | -$2.15万 | 减仓 |