CAPSTONE WEALTH MANAGEMENT GROUP, LLC
DUNMORE PA · SEC CIK 0001923052
$2.39亿2026Q1 申报市值
97持仓数
48.9%前十大占比 · 第一大 7.2%
14 / 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
RSP 新建仓+$619.92万
QLTA 新建仓+$481.78万
VTV 加仓+$386.71万
KLAC 新建仓+$382.19万
SPHQ 加仓+$316.58万
2026Q1 卖出最多 按季末市值估算
XLG 清仓-$958.40万
SPMO 减仓-$954.21万
XLI 重新持有-$629.51万
IEF 清仓-$459.10万
TLT 减仓-$400.68万
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 |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | $1,718.83万 | 7.20% | 155,706 | -7,262 | -4.5% | -$80.16万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,363.87万 | 5.71% | 57,397 | 51 | 0.1% | $1.21万 | 加仓 |
| AVGO | BROADCOM INC | $1,333.97万 | 5.59% | 43,100 | 2,114 | 5.2% | $65.43万 | 加仓 |
| LQD | ISHARES TR | $1,215.00万 | 5.09% | 111,478 | 8,842 | 8.6% | $96.37万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,200.64万 | 5.03% | 32,676 | 843 | 2.6% | $30.98万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,120.38万 | 4.69% | 75,650 | -5,035 | -6.2% | -$74.57万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1,100.04万 | 4.61% | 159,658 | 1,872 | 1.2% | $12.90万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $935.29万 | 3.92% | 186,611 | -4,444 | -2.3% | -$22.27万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $844.47万 | 3.54% | 112,312 | 42,104 | 60.0% | $316.58万 | 加仓 |
| QQQ | INVESCO QQQ TR | $831.27万 | 3.48% | 14,402 | 237 | 1.7% | $13.68万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $757.13万 | 3.17% | 38,590 | 19,710 | 104.4% | $386.71万 | 加仓 |
| MGV | VANGUARD WORLD FD | $691.89万 | 2.90% | 47,733 | 1,230 | 2.6% | $17.83万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $648.34万 | 2.72% | 57,831 | -85,114 | -59.5% | -$954.21万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $619.92万 | 2.60% | 32,301 | 32,301 | — | $619.92万 | 新建仓 |
| QLTA | ISHARES TR | $481.78万 | 2.02% | 101,235 | 101,235 | — | $481.78万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $475.79万 | 1.99% | 68,253 | 839 | 1.2% | $5.85万 | 加仓 |
| IWM | ISHARES TR | $473.00万 | 1.98% | 19,073 | -6,926 | -26.6% | -$171.76万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $406.71万 | 1.70% | 23,320 | 205 | 0.9% | $3.58万 | 加仓 |
| AAPL | APPLE INC | $405.25万 | 1.70% | 15,968 | -196 | -1.2% | -$4.97万 | 减仓 |
| KLAC | KLA CORP | $382.19万 | 1.60% | 2,596 | 2,596 | — | $382.19万 | 新建仓 |
| AMZN | AMAZON COM INC | $341.19万 | 1.43% | 16,382 | -7,025 | -30.0% | -$146.31万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $318.91万 | 1.34% | 69,044 | 22,097 | 47.1% | $102.07万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $285.81万 | 1.20% | 46,656 | 46,656 | — | $285.81万 | 新建仓 |
| GOOGL | ALPHABET INC | $264.13万 | 1.11% | 9,185 | 144 | 1.6% | $4.14万 | 加仓 |
| IWC | ISHARES TR | $238.30万 | 1.00% | 14,930 | 14,930 | — | $238.30万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $236.97万 | 0.99% | 121,335 | -31,953 | -20.8% | -$62.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $206.37万 | 0.86% | 5,575 | -5,787 | -50.9% | -$214.22万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $190.43万 | 0.80% | 13,018 | -5,901 | -31.2% | -$86.32万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $185.36万 | 0.78% | 12,782 | 936 | 7.9% | $13.57万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $180.92万 | 0.76% | 81,423 | 11,062 | 15.7% | $24.58万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $173.23万 | 0.73% | 30,618 | 1,873 | 6.5% | $10.60万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $162.06万 | 0.68% | 7,536 | 30 | 0.4% | $6,451 | 加仓 |
| SDY | SPDR SERIES TRUST | $152.83万 | 0.64% | 10,472 | -7,495 | -41.7% | -$109.38万 | 减仓 |
| SMH | VANECK ETF TRUST | $152.33万 | 0.64% | 3,973 | 3,973 | — | $152.33万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $147.36万 | 0.62% | 32,372 | 1,886 | 6.2% | $8.59万 | 加仓 |
| — | EXXON MOBIL CORP | $144.00万 | 0.60% | 8,488 | 2,653 | 45.5% | $45.01万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $134.15万 | 0.56% | 1,736 | 2 | 0.1% | $1,545 | 加仓 |
| CVX | CHEVRON CORPORATION | $133.59万 | 0.56% | 6,457 | 1,675 | 35.0% | $34.65万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $132.97万 | 0.56% | 16,774 | 3,412 | 25.5% | $27.05万 | 加仓 |
| VO | VANGUARD INDEX FDS | $130.97万 | 0.55% | 4,560 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $128.49万 | 0.54% | 4,906 | 0 | 0.0% | — | 不变 |
| PPTA | PERPETUA RESOURCES CORP | $127.80万 | 0.54% | 45,448 | -940 | -2.0% | -$2.64万 | 减仓 |
| CAT | CATERPILLAR INC | $126.54万 | 0.53% | 1,786 | 233 | 15.0% | $16.51万 | 加仓 |
| VGT | VANGUARD WORLD FD | $119.06万 | 0.50% | 1,706 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $113.17万 | 0.47% | 21,531 | 21,531 | — | $113.17万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $108.98万 | 0.46% | 2,364 | -642 | -21.4% | -$29.60万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $108.52万 | 0.45% | 1,816 | 1 | 0.1% | $598 | 加仓 |
| HD | HOME DEPOT INC | $98.15万 | 0.41% | 2,984 | 2,345 | 367.0% | $77.13万 | 加仓 |
| IVV | ISHARES TR | $96.82万 | 0.41% | 1,482 | 2 | 0.1% | $1,307 | 加仓 |
| PG | PROCTER & GAMBLE CO | $86.56万 | 0.36% | 5,993 | 212 | 3.7% | $3.06万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $77.05万 | 0.32% | 773 | 36 | 4.9% | $3.59万 | 加仓 |
| TLT | ISHARES TR | $76.18万 | 0.32% | 8,788 | -46,219 | -84.0% | -$400.68万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $74.80万 | 0.31% | 15,480 | 880 | 6.0% | $4.25万 | 加仓 |
| AMAT | APPLIED MATLS INC | $69.51万 | 0.29% | 2,034 | 2,034 | — | $69.51万 | 新建仓 |
| IVE | ISHARES TR | $69.49万 | 0.29% | 3,291 | 1 | 0.0% | $211 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $62.24万 | 0.26% | 1,030 | 6 | 0.6% | $3,625 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $60.18万 | 0.25% | 6,008 | 2,672 | 80.1% | $26.77万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $58.25万 | 0.24% | 9,950 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $57.60万 | 0.24% | 19,157 | 1,466 | 8.3% | $4.41万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $57.32万 | 0.24% | 2,345 | 5 | 0.2% | $1,222 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $55.54万 | 0.23% | 7,396 | 12 | 0.2% | $901 | 加仓 |
| ABBV | ABBVIE INC | $54.50万 | 0.23% | 2,506 | 1,507 | 150.9% | $32.77万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $51.78万 | 0.22% | 1,615 | 1,615 | — | $51.78万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $51.31万 | 0.21% | 1,643 | 910 | 124.1% | $28.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $48.67万 | 0.20% | 1,655 | -26 | -1.5% | -$7,646 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $47.09万 | 0.20% | 2,912 | -38,927 | -93.0% | -$629.51万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $43.35万 | 0.18% | 992 | 1 | 0.1% | $437 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $41.27万 | 0.17% | 4,843 | 26 | 0.5% | $2,216 | 加仓 |
| WMT | WALMART INC | $40.79万 | 0.17% | 3,282 | 2 | 0.1% | $249 | 加仓 |
| LLY | ELI LILLY & CO | $40.74万 | 0.17% | 443 | 0 | 0.0% | — | 不变 |
| ULST | SSGA ACTIVE ETF TR | $39.07万 | 0.16% | 9,647 | -436 | -4.3% | -$1.77万 | 减仓 |
| RTX | RTX CORPORATION | $38.18万 | 0.16% | 1,979 | 6 | 0.3% | $1,157 | 加仓 |
| MCD | MCDONALDS CORP | $36.77万 | 0.15% | 1,183 | 4 | 0.3% | $1,243 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $35.89万 | 0.15% | 4,337 | 4,337 | — | $35.89万 | 新建仓 |
| GOOG | ALPHABET INC | $34.74万 | 0.15% | 1,211 | 1 | 0.1% | $287 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $32.56万 | 0.14% | 501 | -1,905 | -79.2% | -$123.80万 | 减仓 |
| CSCO | CISCO SYS INC | $29.77万 | 0.12% | 3,837 | 19 | 0.5% | $1,474 | 加仓 |
| SPTI | SPDR SERIES TRUST | $29.15万 | 0.12% | 10,172 | 62 | 0.6% | $1,777 | 加仓 |
| WELL | WELLTOWER INC | $28.67万 | 0.12% | 1,450 | 5 | 0.3% | $989 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $27.11万 | 0.11% | 4,231 | 7 | 0.2% | $449 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $27.05万 | 0.11% | 3,566 | -809 | -18.5% | -$6.14万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $26.99万 | 0.11% | 1,632 | 1 | 0.1% | $165 | 加仓 |
| CMCSA | COMCAST CORP NEW | $26.38万 | 0.11% | 9,187 | 97 | 1.1% | $2,785 | 加仓 |
| IEFA | ISHARES TR | $25.83万 | 0.11% | 2,853 | 2,853 | — | $25.83万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $25.12万 | 0.11% | 2,656 | 12 | 0.5% | $1,135 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.18万 | 0.10% | 715 | 715 | — | $24.18万 | 新建仓 |
| PPL | PPL CORP | $24.04万 | 0.10% | 6,293 | -35 | -0.6% | -$1,337 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $24.02万 | 0.10% | 3,159 | -8,895 | -73.8% | -$67.63万 | 重新持有 |
| SPMD | SPDR SERIES TRUST | $22.46万 | 0.09% | 3,793 | -11 | -0.3% | -$651 | 减仓 |
| AMGN | AMGEN INC | $22.44万 | 0.09% | 638 | 4 | 0.6% | $1,407 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $21.84万 | 0.09% | 8,825 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $21.42万 | 0.09% | 8,146 | 54 | 0.7% | $1,420 | 加仓 |
| VXUS | VANGUARD STAR FDS | $20.51万 | 0.09% | 2,659 | 2 | 0.1% | $154 | 加仓 |
| MDYG | SPDR SERIES TRUST | $20.39万 | 0.09% | 2,125 | 2,125 | — | $20.39万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $20.35万 | 0.09% | 673 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $20.19万 | 0.08% | 2,089 | 2,089 | — | $20.19万 | 新建仓 |
| — | WALDENCAST PLC | $9,497 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -161,674 | -100.0% | -$958.40万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -47,743 | -100.0% | -$459.10万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -10,810 | -100.0% | -$48.51万 | 清仓 |