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 |
|---|---|---|---|---|---|---|---|---|
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,806 | -100.0% | -$23.84万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,557 | -100.0% | -$21.70万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,177 | -100.0% | -$20.25万 | 清仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $0 | 0.00% | 0 | -11,217 | -100.0% | -$18.25万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -10,184 | -100.0% | -$16.01万 | 清仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $0 | 0.00% | 0 | -13,064 | -100.0% | -$7.25万 | 清仓 |
| — | NET POWER INC | $2.90万 | 0.01% | 17,395 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $8.57万 | 0.04% | 10,108 | 0 | 0.0% | — | 不变 |
| — | VOYA GLBL ADV & PREM OPP FD | $10.19万 | 0.04% | 10,290 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE MUN INCOME TR | $11.70万 | 0.05% | 10,390 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $13.25万 | 0.06% | 12,130 | -440 | -3.5% | -$4,805 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $16.64万 | 0.07% | 11,185 | 0 | 0.0% | — | 不变 |
| — | HIGHLAND GLOBAL ALLOCATION F | $17.64万 | 0.07% | 23,455 | 23,455 | — | $17.64万 | 新建仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $19.29万 | 0.08% | 13,266 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC | $19.49万 | 0.08% | 34,435 | 3,085 | 9.8% | $1.75万 | 加仓 |
| ORCL | ORACLE CORP | $20.08万 | 0.08% | 1,370 | 95 | 7.5% | $1.39万 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $20.09万 | 0.08% | 816 | 816 | — | $20.09万 | 新建仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $20.60万 | 0.09% | 15,370 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES TR | $20.63万 | 0.09% | 2,136 | 2,136 | — | $20.63万 | 新建仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $20.67万 | 0.09% | 20,050 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $20.67万 | 0.09% | 834 | 834 | — | $20.67万 | 新建仓 |
| GE | GE AEROSPACE | $21.00万 | 0.09% | 562 | 562 | — | $21.00万 | 新建仓 |
| WFC | WELLS FARGO & CO | $21.13万 | 0.09% | 2,557 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INC | $21.14万 | 0.09% | 19,830 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS INC | $21.38万 | 0.09% | 1,800 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $21.49万 | 0.09% | 2,233 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $21.69万 | 0.09% | 509 | 509 | — | $21.69万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.28万 | 0.09% | 6,060 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $22.34万 | 0.09% | 5,476 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $22.45万 | 0.09% | 1,184 | 1,184 | — | $22.45万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $22.53万 | 0.09% | 1,712 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $22.81万 | 0.10% | 1,091 | 1,091 | — | $22.81万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.87万 | 0.10% | 3,831 | 3,831 | — | $22.87万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $22.94万 | 0.10% | 2,610 | 0 | 0.0% | — | 重新持有 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $23.01万 | 0.10% | 595 | -299 | -33.4% | -$11.56万 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $23.35万 | 0.10% | 2,111 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $23.49万 | 0.10% | 12,601 | -4 | -0.0% | -$75 | 减仓 |
| FLY | FIREFLY AEROSPACE INC | $23.57万 | 0.10% | 8,016 | 8,016 | — | $23.57万 | 新建仓 |
| BX | BLACKSTONE INC | $23.57万 | 0.10% | 2,003 | -78 | -3.7% | -$9,178 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $23.57万 | 0.10% | 1,723 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $23.61万 | 0.10% | 1,071 | -89 | -7.7% | -$1.96万 | 减仓 |
| VHT | VANGUARD WORLD FD | $24.46万 | 0.10% | 818 | 818 | — | $24.46万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $24.56万 | 0.10% | 5,801 | -100 | -1.7% | -$4,234 | 减仓 |
| AVGO | BROADCOM INC | $24.70万 | 0.10% | 654 | 19 | 3.0% | $7,177 | 重新持有 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $24.76万 | 0.10% | 352 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $24.86万 | 0.10% | 329 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $24.88万 | 0.10% | 1,477 | 1,477 | — | $24.88万 | 新建仓 |
| UNP | UNION PAC CORP | $25.30万 | 0.11% | 930 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $26.06万 | 0.11% | 3,345 | 3,345 | — | $26.06万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $26.75万 | 0.11% | 4,989 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $26.92万 | 0.11% | 1,815 | -10 | -0.5% | -$1,483 | 减仓 |
| — | VANECK ETF TRUST | $27.12万 | 0.11% | 7,341 | 1,010 | 16.0% | $3.73万 | 重新持有 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $27.50万 | 0.12% | 285 | 285 | — | $27.50万 | 新建仓 |
| KR | KROGER CO | $27.67万 | 0.12% | 4,983 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $27.69万 | 0.12% | 5,215 | 5,215 | — | $27.69万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $27.84万 | 0.12% | 1,069 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $28.71万 | 0.12% | 20,654 | -2,862 | -12.2% | -$3.98万 | 减仓 |
| NUE | NUCOR CORP | $28.73万 | 0.12% | 1,290 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $29.17万 | 0.12% | 1,079 | -3 | -0.3% | -$811 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $29.61万 | 0.12% | 30,936 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $29.67万 | 0.12% | 1,439 | -42 | -2.8% | -$8,660 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $29.87万 | 0.13% | 13,520 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $29.89万 | 0.13% | 2,639 | -230 | -8.0% | -$2.60万 | 减仓 |
| QYLD | GLOBAL X FDS | $29.95万 | 0.13% | 16,253 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $30.22万 | 0.13% | 1,593 | 285 | 21.8% | $5.41万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $30.34万 | 0.13% | 5,115 | 5,115 | — | $30.34万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.19万 | 0.13% | 1,109 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $31.32万 | 0.13% | 1,447 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $31.37万 | 0.13% | 1,382 | 2 | 0.1% | $454 | 加仓 |
| DTD | WISDOMTREE TR | $31.82万 | 0.13% | 3,412 | -88 | -2.5% | -$8,206 | 减仓 |
| NOBL | PROSHARES TR | $32.22万 | 0.13% | 5,738 | -600 | -9.5% | -$3.37万 | 减仓 |
| — | COHEN & STEERS CLOSED-END | $32.88万 | 0.14% | 23,690 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD I | $32.92万 | 0.14% | 20,743 | 2,000 | 10.7% | $3.17万 | 加仓 |
| PGR | PROGRESSIVE CORP | $33.10万 | 0.14% | 1,515 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $33.17万 | 0.14% | 810 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $33.81万 | 0.14% | 582 | 582 | — | $33.81万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $34.32万 | 0.14% | 6,044 | 1,975 | 48.5% | $11.22万 | 加仓 |
| FDX | FEDEX CORP | $34.41万 | 0.14% | 1,099 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $34.44万 | 0.14% | 5,977 | -398 | -6.2% | -$2.29万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $34.65万 | 0.15% | 6,146 | -99 | -1.6% | -$5,581 | 减仓 |
| VB | VANGUARD INDEX FDS | $34.74万 | 0.15% | 1,146 | 1,146 | — | $34.74万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $34.77万 | 0.15% | 677 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $35.10万 | 0.15% | 2,508 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $35.19万 | 0.15% | 3,535 | 48 | 1.4% | $4,778 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $36.82万 | 0.15% | 33,145 | -5,480 | -14.2% | -$6.09万 | 减仓 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $37.10万 | 0.16% | 30,640 | 2,000 | 7.0% | $2.42万 | 加仓 |
| IYY | ISHARES TR | $37.39万 | 0.16% | 2,051 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $38.22万 | 0.16% | 4,744 | 4,744 | — | $38.22万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $39.04万 | 0.16% | 540 | 540 | — | $39.04万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $40.20万 | 0.17% | 4,292 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $40.48万 | 0.17% | 4,191 | -150 | -3.5% | -$1.45万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $41.22万 | 0.17% | 8,280 | 8,280 | — | $41.22万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $41.78万 | 0.17% | 1,129 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $42.10万 | 0.18% | 351 | 99 | 39.3% | $11.87万 | 加仓 |
| NVS | NOVARTIS AG | $42.24万 | 0.18% | 2,695 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $43.00万 | 0.18% | 2,640 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $44.51万 | 0.19% | 1,330 | -43 | -3.1% | -$1.44万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $44.52万 | 0.19% | 8,383 | 207 | 2.5% | $1.10万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $45.40万 | 0.19% | 869 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $47.00万 | 0.20% | 2,539 | 0 | 0.0% | — | 不变 |