Kapstone Financial Advisors LLC
LEBANON OH · SEC CIK 0001966087
$2.04亿2026Q1 申报市值
154持仓数
49.9%前十大占比 · 第一大 19.0%
31 / 6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
FENI 新建仓+$167.50万
VOE 新建仓+$130.51万
CVX 加仓+$108.37万
IVV 加仓+$89.16万
VBR 新建仓+$88.57万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$513.37万
PM 减仓-$100.02万
F 减仓-$31.22万
GOOGL 减仓-$27.46万
NUVEEN DOW 30 DY 清仓-$22.18万
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 |
|---|---|---|---|---|---|---|---|---|
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -14,535 | -100.0% | -$22.18万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,184 | -100.0% | -$21.77万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -416 | -100.0% | -$21.74万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -3,145 | -100.0% | -$21.51万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -2,495 | -100.0% | -$20.29万 | 清仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $0 | 0.00% | 0 | -18,763 | -100.0% | -$9.94万 | 清仓 |
| — | NET POWER INC | $2.71万 | 0.01% | 17,395 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD | $7.25万 | 0.04% | 13,064 | -6,936 | -34.7% | -$3.85万 | 减仓 |
| — | PUTNAM ETF TRUST | $8.41万 | 0.04% | 10,108 | 10,108 | — | $8.41万 | 新建仓 |
| — | VOYA GLBL ADV & PREM OPP FD | $9.84万 | 0.05% | 10,290 | 10,290 | — | $9.84万 | 新建仓 |
| — | EATON VANCE MUN INCOME TR | $10.82万 | 0.05% | 10,390 | 10,390 | — | $10.82万 | 新建仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $13.85万 | 0.07% | 12,570 | 2,500 | 24.8% | $2.75万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $15.29万 | 0.07% | 11,185 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $16.01万 | 0.08% | 10,184 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC | $17.56万 | 0.09% | 31,350 | 6,970 | 28.6% | $3.90万 | 加仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $17.94万 | 0.09% | 15,370 | 0 | 0.0% | — | 不变 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $18.25万 | 0.09% | 11,217 | -3,189 | -22.1% | -$5.19万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $18.29万 | 0.09% | 13,266 | 2,000 | 17.8% | $2.76万 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $18.47万 | 0.09% | 20,050 | 7,000 | 53.6% | $6.45万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $20.00万 | 0.10% | 1,800 | 1,800 | — | $20.00万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $20.22万 | 0.10% | 4,069 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $20.25万 | 0.10% | 2,177 | 2,177 | — | $20.25万 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $20.26万 | 0.10% | 12,605 | 12,605 | — | $20.26万 | 新建仓 |
| WFC | WELLS FARGO & CO | $20.36万 | 0.10% | 2,557 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $20.68万 | 0.10% | 1,712 | 1,712 | — | $20.68万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $20.75万 | 0.10% | 2,000 | -777 | -28.0% | -$8.06万 | 重新持有 |
| — | BLACKROCK FLOATING RATE INC | $21.34万 | 0.10% | 19,830 | 19,830 | — | $21.34万 | 新建仓 |
| XYLD | GLOBAL X FDS | $21.43万 | 0.10% | 5,476 | 245 | 4.7% | $9,587 | 加仓 |
| DIS | DISNEY WALT CO | $21.52万 | 0.11% | 2,233 | -25 | -1.1% | -$2,410 | 减仓 |
| GILD | GILEAD SCIENCES INC | $21.70万 | 0.11% | 1,557 | 1,557 | — | $21.70万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.71万 | 0.11% | 352 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $21.81万 | 0.11% | 1,290 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $22.56万 | 0.11% | 930 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $22.59万 | 0.11% | 1,723 | 1,723 | — | $22.59万 | 新建仓 |
| IJR | ISHARES TR | $22.69万 | 0.11% | 1,825 | -79 | -4.1% | -$9,821 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.93万 | 0.11% | 6,060 | 6,060 | — | $22.93万 | 新建仓 |
| LLY | ELI LILLY & CO | $23.18万 | 0.11% | 252 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $23.52万 | 0.12% | 1,481 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $23.84万 | 0.12% | 1,806 | 1,806 | — | $23.84万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $23.89万 | 0.12% | 2,111 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $23.93万 | 0.12% | 2,081 | 170 | 8.9% | $1.95万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $24.63万 | 0.12% | 4,989 | -66 | -1.3% | -$3,258 | 减仓 |
| SMH | VANECK ETF TRUST | $24.96万 | 0.12% | 651 | 651 | — | $24.96万 | 新建仓 |
| RTX | RTX CORPORATION | $25.23万 | 0.12% | 1,308 | 1,308 | — | $25.23万 | 新建仓 |
| GLW | CORNING INC | $25.94万 | 0.13% | 1,908 | 1,908 | — | $25.94万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $26.41万 | 0.13% | 1,069 | 1,069 | — | $26.41万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $26.67万 | 0.13% | 30,936 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.88万 | 0.13% | 1,109 | 1,109 | — | $26.88万 | 新建仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $26.93万 | 0.13% | 13,520 | 1,470 | 12.2% | $2.93万 | 加仓 |
| CRWV | COREWEAVE INC | $27.01万 | 0.13% | 3,487 | 620 | 21.6% | $4.80万 | 加仓 |
| F | FORD MTR CO | $27.14万 | 0.13% | 23,516 | -27,050 | -53.5% | -$31.22万 | 减仓 |
| LOW | LOWES COS INC | $27.41万 | 0.13% | 1,160 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $27.87万 | 0.14% | 16,253 | -144 | -0.9% | -$2,470 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $28.09万 | 0.14% | 332 | 332 | — | $28.09万 | 新建仓 |
| C | CITIGROUP INC | $28.44万 | 0.14% | 2,508 | 3 | 0.1% | $340 | 加仓 |
| MCK | MCKESSON CORP | $28.47万 | 0.14% | 329 | -21 | -6.0% | -$1.82万 | 减仓 |
| DAL | DELTA AIR LINES INC | $28.53万 | 0.14% | 4,292 | -83 | -1.9% | -$5,518 | 减仓 |
| BA | BOEING CO | $28.80万 | 0.14% | 1,447 | 100 | 7.4% | $1.99万 | 加仓 |
| IWB | ISHARES TR | $28.88万 | 0.14% | 810 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $29.01万 | 0.14% | 6,245 | 177 | 2.9% | $8,223 | 加仓 |
| IVE | ISHARES TR | $29.15万 | 0.14% | 1,380 | 1 | 0.1% | $211 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $29.26万 | 0.14% | 18,743 | 18,743 | — | $29.26万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $29.62万 | 0.15% | 5,901 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $29.65万 | 0.15% | 1,373 | -68 | -4.7% | -$1.47万 | 减仓 |
| PGR | PROGRESSIVE CORP | $30.03万 | 0.15% | 1,515 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $30.23万 | 0.15% | 3,500 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS CLOSED-END | $30.39万 | 0.15% | 23,690 | 2,300 | 10.8% | $2.95万 | 加仓 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $30.93万 | 0.15% | 28,640 | 3,315 | 13.1% | $3.58万 | 加仓 |
| IYY | ISHARES TR | $32.50万 | 0.16% | 2,051 | 800 | 63.9% | $12.68万 | 加仓 |
| NOBL | PROSHARES TR | $33.59万 | 0.16% | 3,169 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $33.63万 | 0.16% | 1,082 | 214 | 24.7% | $6.65万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $33.83万 | 0.17% | 677 | -12 | -1.7% | -$5,996 | 减仓 |
| WMT | WALMART INC | $35.66万 | 0.17% | 2,869 | 659 | 29.8% | $8.19万 | 加仓 |
| KR | KROGER CO | $36.06万 | 0.18% | 4,983 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $36.22万 | 0.18% | 1,129 | 55 | 5.1% | $1.76万 | 加仓 |
| DHI | D R HORTON INC | $36.23万 | 0.18% | 2,640 | -131 | -4.7% | -$1.80万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $36.43万 | 0.18% | 834 | 834 | — | $36.43万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.67万 | 0.19% | 6,375 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $38.92万 | 0.19% | 3,472 | 3,472 | — | $38.92万 | 新建仓 |
| FDX | FEDEX CORP | $39.14万 | 0.19% | 1,099 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $39.30万 | 0.19% | 4,341 | 183 | 4.4% | $1.66万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $39.95万 | 0.20% | 2,539 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $40.25万 | 0.20% | 869 | 0 | 0.0% | — | 不变 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $40.59万 | 0.20% | 38,625 | 38,625 | — | $40.59万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $41.07万 | 0.20% | 2,511 | 2,511 | — | $41.07万 | 新建仓 |
| NVS | NOVARTIS AG | $41.17万 | 0.20% | 2,695 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $43.00万 | 0.21% | 607 | 607 | — | $43.00万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $47.31万 | 0.23% | 1,564 | 260 | 19.9% | $7.86万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $48.56万 | 0.24% | 2,273 | 1,043 | 84.8% | $22.28万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $50.06万 | 0.25% | 10,645 | 10,645 | — | $50.06万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $50.09万 | 0.25% | 8,176 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $50.20万 | 0.25% | 9,042 | 3,845 | 74.0% | $21.35万 | 加仓 |
| IRM | IRON MTN INC DEL | $50.58万 | 0.25% | 4,952 | -143 | -2.8% | -$1.46万 | 减仓 |
| BAC | BANK AMERICA CORP | $52.27万 | 0.26% | 10,722 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $52.54万 | 0.26% | 1,221 | 78 | 6.8% | $3.36万 | 加仓 |