CAPSTONE WEALTH MANAGEMENT GROUP, LLC
DUNMORE PA · SEC CIK 0001923052
$2.84亿2026Q2 申报市值
96持仓数
49.4%前十大占比 · 第一大 6.9%
11 / 13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
IGIB 新建仓+$1,185.93万
QLTA 加仓+$531.87万
IVE 加仓+$525.82万
SOXQ 新建仓+$488.17万
IVW 新建仓+$485.31万
2026Q2 卖出最多 按季末市值估算
LQD 清仓-$1,215.00万
RSP 减仓-$663.77万
SPMO 清仓-$648.34万
AAAU 清仓-$318.91万
IWC 清仓-$238.30万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | $1,963.94万 | 6.92% | 64,823 | 7,426 | 12.9% | $224.98万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,674.02万 | 5.90% | 190,425 | 27,045 | 16.6% | $237.75万 | 加仓 |
| AVGO | BROADCOM INC | $1,669.53万 | 5.89% | 44,197 | 1,097 | 2.5% | $41.44万 | 加仓 |
| SHV | ISHARES TR | $1,606.10万 | 5.66% | 145,546 | -10,160 | -6.5% | -$112.12万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,361.71万 | 4.80% | 151,133 | 38,821 | 34.6% | $349.78万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1,248.63万 | 4.40% | 167,795 | 8,137 | 5.1% | $60.55万 | 加仓 |
| IGIB | ISHARES TR | $1,185.93万 | 4.18% | 223,045 | 223,045 | — | $1,185.93万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,169.41万 | 4.12% | 74,000 | -1,650 | -2.2% | -$26.07万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,072.99万 | 3.78% | 14,571 | 169 | 1.2% | $12.44万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,069.97万 | 3.77% | 49,097 | 10,507 | 27.2% | $228.98万 | 加仓 |
| QLTA | ISHARES TR | $1,012.93万 | 3.57% | 213,160 | 111,925 | 110.6% | $531.87万 | 加仓 |
| MGV | VANGUARD WORLD FD | $933.62万 | 3.29% | 57,120 | 9,387 | 19.7% | $153.43万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $917.70万 | 3.24% | 182,991 | -3,620 | -1.9% | -$18.15万 | 减仓 |
| KLAC | KLA CORP | $865.50万 | 3.05% | 28,686 | 2,726 | 10.5% | $82.25万 | 加仓 |
| IWM | ISHARES TR | $617.79万 | 2.18% | 20,562 | 1,489 | 7.8% | $44.74万 | 加仓 |
| IVE | ISHARES TR | $600.54万 | 2.12% | 26,449 | 23,158 | 703.7% | $525.82万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $576.23万 | 2.03% | 33,868 | 21,086 | 165.0% | $358.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $495.96万 | 1.75% | 24,787 | 1,467 | 6.3% | $29.35万 | 加仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $488.17万 | 1.72% | 43,547 | 43,547 | — | $488.17万 | 新建仓 |
| IVW | ISHARES TR | $485.31万 | 1.71% | 35,288 | 35,288 | — | $485.31万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $480.06万 | 1.69% | 63,358 | -4,895 | -7.2% | -$37.09万 | 减仓 |
| AAPL | APPLE INC | $449.92万 | 1.59% | 15,549 | -419 | -2.6% | -$12.12万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $389.53万 | 1.37% | 41,603 | 38,444 | 1,217.0% | $359.95万 | 加仓 |
| GOOGL | ALPHABET INC | $334.79万 | 1.18% | 9,368 | 183 | 2.0% | $6.54万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $323.08万 | 1.14% | 43,748 | 43,748 | — | $323.08万 | 新建仓 |
| AMZN | AMAZON COM INC | $310.96万 | 1.10% | 13,047 | -3,335 | -20.4% | -$79.49万 | 减仓 |
| MSFT | MICROSOFT CORP | $190.37万 | 0.67% | 5,103 | -472 | -8.5% | -$17.61万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $185.70万 | 0.65% | 30,547 | -71 | -0.2% | -$4,316 | 减仓 |
| SMH | VANECK ETF TRUST | $180.30万 | 0.64% | 2,749 | -1,224 | -30.8% | -$80.28万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $179.06万 | 0.63% | 7,567 | 31 | 0.4% | $7,336 | 加仓 |
| SPLB | SPDR SERIES TRUST | $176.73万 | 0.62% | 78,899 | -2,524 | -3.1% | -$5.65万 | 减仓 |
| VGT | VANGUARD WORLD FD | $163.16万 | 0.58% | 13,652 | 4 | 0.0% | $478 | 加仓 |
| AMAT | APPLIED MATLS INC | $160.07万 | 0.56% | 2,214 | 180 | 8.8% | $13.01万 | 加仓 |
| SDY | SPDR SERIES TRUST | $159.87万 | 0.56% | 10,505 | 33 | 0.3% | $5,022 | 加仓 |
| SPYD | SPDR SERIES TRUST | $158.23万 | 0.56% | 33,165 | 793 | 2.4% | $3.78万 | 加仓 |
| VB | VANGUARD INDEX FDS | $148.25万 | 0.52% | 4,891 | -15 | -0.3% | -$4,546 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $145.95万 | 0.51% | 18,468 | 1,694 | 10.1% | $13.39万 | 加仓 |
| VO | VANGUARD INDEX FDS | $145.86万 | 0.51% | 18,103 | -137 | -0.8% | -$1.10万 | 减仓 |
| CIEN | CIENA CORP | $145.35万 | 0.51% | 2,963 | 2,963 | — | $145.35万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $124.77万 | 0.44% | 1,817 | 1 | 0.1% | $687 | 加仓 |
| IGSB | ISHARES TR | $120.48万 | 0.42% | 22,989 | 1,458 | 6.8% | $7.64万 | 加仓 |
| ASML | ASML HLDG NV | $114.36万 | 0.40% | 575 | 575 | — | $114.36万 | 新建仓 |
| IVV | ISHARES TR | $111.14万 | 0.39% | 1,484 | 2 | 0.1% | $1,498 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $108.42万 | 0.38% | 1,739 | 3 | 0.2% | $1,870 | 加仓 |
| ALAB | ASTERA LABS INC | $107.57万 | 0.38% | 2,227 | 2,227 | — | $107.57万 | 新建仓 |
| — | EXXON MOBIL CORP | $93.67万 | 0.33% | 6,851 | -1,637 | -19.3% | -$22.38万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $87.08万 | 0.31% | 5,938 | -55 | -0.9% | -$8,066 | 减仓 |
| CVX | CHEVRON CORPORATION | $86.10万 | 0.30% | 5,194 | -1,263 | -19.6% | -$20.94万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $85.87万 | 0.30% | 14,890 | -590 | -3.8% | -$3.40万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $77.91万 | 0.27% | 6,417 | 409 | 6.8% | $4.97万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $77.78万 | 0.27% | 831 | 58 | 7.5% | $5.43万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $64.89万 | 0.23% | 12,218 | -34,438 | -73.8% | -$182.90万 | 减仓 |
| ABBV | ABBVIE INC | $64.04万 | 0.23% | 2,545 | 39 | 1.6% | $9,814 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $62.23万 | 0.22% | 7,431 | 35 | 0.5% | $2,931 | 加仓 |
| SPSB | SPDR SERIES TRUST | $61.46万 | 0.22% | 20,481 | 1,324 | 6.9% | $3.97万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $59.69万 | 0.21% | 2,350 | 5 | 0.2% | $1,270 | 加仓 |
| TLT | ISHARES TR | $59.14万 | 0.21% | 6,843 | -1,945 | -22.1% | -$16.81万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $58.84万 | 0.21% | 5,043 | -7,975 | -61.3% | -$93.04万 | 减仓 |
| VIS | VANGUARD WORLD FD | $55.71万 | 0.20% | 1,546 | -97 | -5.9% | -$3.50万 | 减仓 |
| HD | HOME DEPOT INC | $54.61万 | 0.19% | 1,549 | -1,435 | -48.1% | -$50.59万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $54.33万 | 0.19% | 1,660 | 5 | 0.3% | $1,636 | 加仓 |
| LLY | ELI LILLY & CO | $53.99万 | 0.19% | 450 | 7 | 1.6% | $8,398 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $52.82万 | 0.19% | 1,037 | 7 | 0.7% | $3,565 | 加仓 |
| VUG | VANGUARD INDEX FDS | $51.35万 | 0.18% | 5,961 | 9 | 0.2% | $775 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $47.52万 | 0.17% | 1,195 | -1,169 | -49.5% | -$46.49万 | 减仓 |
| CSCO | CISCO SYS INC | $46.03万 | 0.16% | 3,919 | 82 | 2.1% | $9,631 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $45.57万 | 0.16% | 4,971 | 128 | 2.6% | $1.17万 | 加仓 |
| GOOG | ALPHABET INC | $43.49万 | 0.15% | 1,231 | 20 | 1.7% | $7,065 | 加仓 |
| IEFA | ISHARES TR | $39.13万 | 0.14% | 4,051 | 1,198 | 42.0% | $11.57万 | 加仓 |
| — | ASTERA LABS INC 看涨期权 | $39.01万 | 0.14% | 13 | 13 | — | $39.01万 | 新建仓 |
| RTX | RTX CORPORATION | $37.70万 | 0.13% | 1,987 | 8 | 0.4% | $1,518 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $37.57万 | 0.13% | 9,294 | -353 | -3.7% | -$1.43万 | 减仓 |
| WMT | WALMART INC | $37.29万 | 0.13% | 3,292 | 10 | 0.3% | $1,133 | 加仓 |
| CAT | CATERPILLAR INC | $36.73万 | 0.13% | 345 | -1,441 | -80.7% | -$153.42万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $36.71万 | 0.13% | 492 | -9 | -1.8% | -$6,716 | 减仓 |
| MRK | MERCK & CO INC | $35.98万 | 0.13% | 2,800 | 2,800 | — | $35.98万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.65万 | 0.13% | 747 | 32 | 4.5% | $1.53万 | 加仓 |
| MCD | MCDONALDS CORP | $32.10万 | 0.11% | 1,187 | 4 | 0.3% | $1,082 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $30.31万 | 0.11% | 4,254 | 23 | 0.5% | $1,639 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $29.55万 | 0.10% | 1,634 | 2 | 0.1% | $362 | 加仓 |
| SLYV | SPDR SERIES TRUST | $28.19万 | 0.10% | 2,584 | -72 | -2.7% | -$7,854 | 减仓 |
| — | ASML HLDG NV 看涨期权 | $27.39万 | 0.10% | 4 | 4 | — | $27.39万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $24.89万 | 0.09% | 2,090 | 1 | 0.0% | $119 | 加仓 |
| VBK | VANGUARD INDEX FDS | $24.63万 | 0.09% | 673 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $24.59万 | 0.09% | 8,879 | 54 | 0.6% | $1,496 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $24.13万 | 0.09% | 2,175 | -1,391 | -39.0% | -$15.43万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $23.82万 | 0.08% | 2,125 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $23.25万 | 0.08% | 642 | 4 | 0.6% | $1,448 | 加仓 |
| CMCSA | COMCAST CORP NEW | $23.22万 | 0.08% | 9,458 | 271 | 2.9% | $6,653 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $23.20万 | 0.08% | 1,091 | -31,210 | -96.6% | -$663.77万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $23.19万 | 0.08% | 3,433 | -360 | -9.5% | -$2.43万 | 减仓 |
| PPL | PPL CORP | $23.04万 | 0.08% | 6,340 | 47 | 0.7% | $1,708 | 加仓 |
| VXUS | VANGUARD STAR FDS | $22.84万 | 0.08% | 2,672 | 13 | 0.5% | $1,111 | 加仓 |
| GEV | GE VERNOVA INC | $22.33万 | 0.08% | 190 | 190 | — | $22.33万 | 新建仓 |
| V | VISA INC | $21.71万 | 0.08% | 633 | 1 | 0.2% | $343 | 重新持有 |
| — | WALDENCAST PLC | $1.76万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -111,478 | -100.0% | -$1,215.00万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -57,831 | -100.0% | -$648.34万 | 清仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $0 | 0.00% | 0 | -69,044 | -100.0% | -$318.91万 | 清仓 |
| IWC | ISHARES TR | $0 | 0.00% | 0 | -14,930 | -100.0% | -$238.30万 | 清仓 |