Kapstone Financial Advisors LLC
LEBANON OH · SEC CIK 0001966087
$2.39亿2026Q2 申报市值
175持仓数
48.1%前十大占比 · 第一大 19.2%
22 / 6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
IVV 加仓+$136.67万
GS 加仓+$121.36万
IVW 加仓+$98.76万
VTV 加仓+$66.27万
VUG 加仓+$63.62万
2026Q2 卖出最多 按季末市值估算
CVX 减仓-$79.37万
MU 减仓-$49.75万
AAPL 减仓-$34.84万
COP 清仓-$23.84万
GILD 清仓-$21.70万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,592.89万 | 19.23% | 61,329 | 1,825 | 3.1% | $136.67万 | 加仓 |
| AAPL | APPLE INC | $1,793.77万 | 7.51% | 61,991 | -1,204 | -1.9% | -$34.84万 | 减仓 |
| HDV | ISHARES TR | $1,366.98万 | 5.72% | 498,717 | 2,107 | 0.4% | $5.78万 | 加仓 |
| IVW | ISHARES TR | $739.36万 | 3.10% | 53,760 | 7,181 | 15.4% | $98.76万 | 加仓 |
| QQQ | INVESCO QQQ TR | $549.35万 | 2.30% | 7,460 | 302 | 4.2% | $22.24万 | 加仓 |
| GOOGL | ALPHABET INC | $529.34万 | 2.22% | 14,812 | -200 | -1.3% | -$7.15万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $497.64万 | 2.08% | 33,936 | 1,766 | 5.5% | $25.90万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $497.20万 | 2.08% | 42,616 | 1,927 | 4.7% | $22.48万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $460.86万 | 1.93% | 29,163 | -326 | -1.1% | -$5.15万 | 减仓 |
| META | META PLATFORMS INC | $456.83万 | 1.91% | 8,110 | -368 | -4.3% | -$20.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $450.06万 | 1.88% | 12,065 | 767 | 6.8% | $28.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $407.33万 | 1.71% | 20,357 | 63 | 0.3% | $1.26万 | 加仓 |
| ABBV | ABBVIE INC | $384.11万 | 1.61% | 15,264 | 1,642 | 12.1% | $41.32万 | 加仓 |
| IWF | ISHARES TR | $363.02万 | 1.52% | 29,236 | -96 | -0.3% | -$1.19万 | 减仓 |
| GOOG | ALPHABET INC | $328.88万 | 1.38% | 9,308 | -31 | -0.3% | -$1.10万 | 减仓 |
| DVY | ISHARES TR | $327.42万 | 1.37% | 20,948 | -197 | -0.9% | -$3.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $309.75万 | 1.30% | 9,463 | 313 | 3.4% | $10.25万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $304.89万 | 1.28% | 6,093 | -174 | -2.8% | -$8.71万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $258.54万 | 1.08% | 77,664 | 17,251 | 28.6% | $57.43万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $253.60万 | 1.06% | 2,197 | -431 | -16.4% | -$49.75万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $219.82万 | 0.92% | 54,777 | 9,751 | 21.7% | $39.13万 | 加仓 |
| AMZN | AMAZON COM INC | $217.89万 | 0.91% | 9,142 | 84 | 0.9% | $2.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $212.40万 | 0.89% | 8,363 | 886 | 11.8% | $22.50万 | 加仓 |
| — | EXXON MOBIL CORP | $209.96万 | 0.88% | 15,357 | 2,543 | 19.8% | $34.77万 | 加仓 |
| CSCO | CISCO SYS INC | $207.23万 | 0.87% | 17,643 | 887 | 5.3% | $10.42万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $196.75万 | 0.82% | 20,949 | -191 | -0.9% | -$1.79万 | 减仓 |
| DGRO | ISHARES TR | $179.84万 | 0.75% | 23,729 | 221 | 0.9% | $1.67万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $171.76万 | 0.72% | 2,300 | 32 | 1.4% | $2.39万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $154.94万 | 0.65% | 1,532 | 1,200 | 361.4% | $121.36万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $151.83万 | 0.64% | 23,540 | 0 | 0.0% | — | 不变 |
| — | LCNB CORP | $150.69万 | 0.63% | 85,667 | -400 | -0.5% | -$7,036 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $144.28万 | 0.60% | 38,992 | -602 | -1.5% | -$2.23万 | 减仓 |
| MSTR | STRATEGY INC | $144.22万 | 0.60% | 16,590 | 90 | 0.5% | $7,824 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $140.91万 | 0.59% | 7,789 | -23 | -0.3% | -$4,161 | 减仓 |
| VOE | VANGUARD INDEX FDS | $140.20万 | 0.59% | 7,095 | 13 | 0.2% | $2,569 | 加仓 |
| VTV | VANGUARD INDEX FDS | $136.18万 | 0.57% | 6,249 | 3,041 | 94.8% | $66.27万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $135.86万 | 0.57% | 5,719 | 73 | 1.3% | $1.73万 | 加仓 |
| ADI | ANALOG DEVICES INC | $129.16万 | 0.54% | 3,252 | 10 | 0.3% | $3,972 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $122.80万 | 0.51% | 15,149 | -474 | -3.0% | -$3.84万 | 减仓 |
| MRK | MERCK & CO INC | $115.24万 | 0.48% | 8,968 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $114.80万 | 0.48% | 4,490 | -750 | -14.3% | -$19.18万 | 减仓 |
| KO | COCA COLA CO | $113.52万 | 0.48% | 13,968 | 5,105 | 57.6% | $41.49万 | 加仓 |
| V | VISA INC | $108.77万 | 0.46% | 3,170 | 18 | 0.6% | $6,176 | 加仓 |
| MO | ALTRIA GROUP INC | $108.22万 | 0.45% | 15,041 | -164 | -1.1% | -$1.18万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $106.73万 | 0.45% | 12,390 | 7,386 | 147.6% | $63.62万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $104.96万 | 0.44% | 1,122 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $104.69万 | 0.44% | 6,481 | 3,009 | 86.7% | $48.61万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $98.50万 | 0.41% | 2,273 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $96.71万 | 0.40% | 3,980 | -97 | -2.4% | -$2.36万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $94.09万 | 0.39% | 13,039 | -1,650 | -11.2% | -$11.91万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $92.90万 | 0.39% | 7,339 | -16 | -0.2% | -$2,025 | 减仓 |
| CMI | CUMMINS INC | $87.12万 | 0.36% | 1,222 | 0 | 0.0% | — | 不变 |
| — | FIDELITY MERRIMACK STR TR | $85.94万 | 0.36% | 18,228 | 2,313 | 14.5% | $10.91万 | 加仓 |
| VV | VANGUARD INDEX FDS | $84.84万 | 0.36% | 2,467 | 91 | 3.8% | $3.13万 | 加仓 |
| CSX | CSX CORP | $83.25万 | 0.35% | 17,515 | -1,200 | -6.4% | -$5.70万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.31% | 1 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $74.69万 | 0.31% | 1,466 | 191 | 15.0% | $9.73万 | 加仓 |
| SMH | VANECK ETF TRUST | $72.80万 | 0.30% | 1,110 | 459 | 70.5% | $30.11万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $71.93万 | 0.30% | 1,283 | -63 | -4.7% | -$3.53万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $71.14万 | 0.30% | 40,122 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $68.06万 | 0.28% | 6,547 | -7 | -0.1% | -$728 | 减仓 |
| CVX | CHEVRON CORPORATION | $67.83万 | 0.28% | 4,092 | -4,788 | -53.9% | -$79.37万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $66.96万 | 0.28% | 10,895 | 1,853 | 20.5% | $11.39万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $66.84万 | 0.28% | 1,159 | -99 | -7.9% | -$5.71万 | 减仓 |
| VMC | VULCAN MATLS CO | $65.64万 | 0.27% | 2,225 | -175 | -7.3% | -$5.16万 | 减仓 |
| PAYX | PAYCHEX INC | $65.34万 | 0.27% | 6,645 | -200 | -2.9% | -$1.97万 | 减仓 |
| CAT | CATERPILLAR INC | $64.64万 | 0.27% | 607 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $63.20万 | 0.26% | 1,792 | -44 | -2.4% | -$1.55万 | 减仓 |
| GLD | SPDR GOLD TR | $59.68万 | 0.25% | 1,620 | 399 | 32.7% | $14.70万 | 加仓 |
| BAC | BANK OF AMER CORP | $59.56万 | 0.25% | 10,452 | -270 | -2.5% | -$1.54万 | 减仓 |
| IRM | IRON MTN INC DEL | $59.06万 | 0.25% | 4,676 | -276 | -5.6% | -$3.49万 | 减仓 |
| SDY | SPDR SERIES TRUST | $57.92万 | 0.24% | 3,806 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $57.59万 | 0.24% | 3,003 | 492 | 19.6% | $9.44万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $55.23万 | 0.23% | 2,000 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $53.93万 | 0.23% | 2,279 | 2,279 | — | $53.93万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $53.63万 | 0.22% | 10,505 | -1,245 | -10.6% | -$6.36万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $53.17万 | 0.22% | 1,572 | 8 | 0.5% | $2,706 | 加仓 |
| SO | SOUTHERN CO | $51.83万 | 0.22% | 5,415 | -186 | -3.3% | -$1.78万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $50.22万 | 0.21% | 10,424 | -221 | -2.1% | -$1.06万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $48.91万 | 0.20% | 1,230 | -18 | -1.4% | -$7,158 | 减仓 |
| GLW | CORNING INC | $48.74万 | 0.20% | 1,908 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $47.00万 | 0.20% | 2,539 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $45.40万 | 0.19% | 869 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $44.52万 | 0.19% | 8,383 | 207 | 2.5% | $1.10万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $44.51万 | 0.19% | 1,330 | -43 | -3.1% | -$1.44万 | 减仓 |
| DHI | D R HORTON INC | $43.00万 | 0.18% | 2,640 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $42.24万 | 0.18% | 2,695 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $42.10万 | 0.18% | 351 | 99 | 39.3% | $11.87万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $41.78万 | 0.17% | 1,129 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $41.22万 | 0.17% | 8,280 | 8,280 | — | $41.22万 | 新建仓 |
| IEFA | ISHARES TR | $40.48万 | 0.17% | 4,191 | -150 | -3.5% | -$1.45万 | 减仓 |
| DAL | DELTA AIR LINES INC | $40.20万 | 0.17% | 4,292 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $39.04万 | 0.16% | 540 | 540 | — | $39.04万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $38.22万 | 0.16% | 4,744 | 4,744 | — | $38.22万 | 新建仓 |
| IYY | ISHARES TR | $37.39万 | 0.16% | 2,051 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $37.10万 | 0.16% | 30,640 | 2,000 | 7.0% | $2.42万 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $36.82万 | 0.15% | 33,145 | -5,480 | -14.2% | -$6.09万 | 减仓 |
| CRWV | COREWEAVE INC | $35.19万 | 0.15% | 3,535 | 48 | 1.4% | $4,778 | 加仓 |
| C | CITIGROUP INC | $35.10万 | 0.15% | 2,508 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $34.77万 | 0.15% | 677 | 0 | 0.0% | — | 不变 |