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 |
|---|---|---|---|---|---|---|---|---|
| FITB | FIFTH THIRD BANCORP | $29.01万 | 0.14% | 6,245 | 177 | 2.9% | $8,223 | 加仓 |
| IWB | ISHARES TR | $28.88万 | 0.14% | 810 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $28.80万 | 0.14% | 1,447 | 100 | 7.4% | $1.99万 | 加仓 |
| DAL | DELTA AIR LINES INC | $28.53万 | 0.14% | 4,292 | -83 | -1.9% | -$5,518 | 减仓 |
| MCK | MCKESSON CORP | $28.47万 | 0.14% | 329 | -21 | -6.0% | -$1.82万 | 减仓 |
| C | CITIGROUP INC | $28.44万 | 0.14% | 2,508 | 3 | 0.1% | $340 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $28.09万 | 0.14% | 332 | 332 | — | $28.09万 | 新建仓 |
| QYLD | GLOBAL X FDS | $27.87万 | 0.14% | 16,253 | -144 | -0.9% | -$2,470 | 减仓 |
| LOW | LOWES COS INC | $27.41万 | 0.13% | 1,160 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $27.14万 | 0.13% | 23,516 | -27,050 | -53.5% | -$31.22万 | 减仓 |
| CRWV | COREWEAVE INC | $27.01万 | 0.13% | 3,487 | 620 | 21.6% | $4.80万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $26.93万 | 0.13% | 13,520 | 1,470 | 12.2% | $2.93万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.88万 | 0.13% | 1,109 | 1,109 | — | $26.88万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $26.67万 | 0.13% | 30,936 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $26.41万 | 0.13% | 1,069 | 1,069 | — | $26.41万 | 新建仓 |
| GLW | CORNING INC | $25.94万 | 0.13% | 1,908 | 1,908 | — | $25.94万 | 新建仓 |
| RTX | RTX CORPORATION | $25.23万 | 0.12% | 1,308 | 1,308 | — | $25.23万 | 新建仓 |
| SMH | VANECK ETF TRUST | $24.96万 | 0.12% | 651 | 651 | — | $24.96万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $24.63万 | 0.12% | 4,989 | -66 | -1.3% | -$3,258 | 减仓 |
| BX | BLACKSTONE INC | $23.93万 | 0.12% | 2,081 | 170 | 8.9% | $1.95万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $23.89万 | 0.12% | 2,111 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $23.84万 | 0.12% | 1,806 | 1,806 | — | $23.84万 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $23.52万 | 0.12% | 1,481 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $23.18万 | 0.11% | 252 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.93万 | 0.11% | 6,060 | 6,060 | — | $22.93万 | 新建仓 |
| IJR | ISHARES TR | $22.69万 | 0.11% | 1,825 | -79 | -4.1% | -$9,821 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $22.59万 | 0.11% | 1,723 | 1,723 | — | $22.59万 | 新建仓 |
| UNP | UNION PAC CORP | $22.56万 | 0.11% | 930 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $21.81万 | 0.11% | 1,290 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.71万 | 0.11% | 352 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $21.70万 | 0.11% | 1,557 | 1,557 | — | $21.70万 | 新建仓 |
| DIS | DISNEY WALT CO | $21.52万 | 0.11% | 2,233 | -25 | -1.1% | -$2,410 | 减仓 |
| XYLD | GLOBAL X FDS | $21.43万 | 0.10% | 5,476 | 245 | 4.7% | $9,587 | 加仓 |
| — | BLACKROCK FLOATING RATE INC | $21.34万 | 0.10% | 19,830 | 19,830 | — | $21.34万 | 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 |
| VFH | VANGUARD WORLD FD | $20.68万 | 0.10% | 1,712 | 1,712 | — | $20.68万 | 新建仓 |
| WFC | WELLS FARGO & CO | $20.36万 | 0.10% | 2,557 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $20.26万 | 0.10% | 12,605 | 12,605 | — | $20.26万 | 新建仓 |
| SHEL | SHELL PLC | $20.25万 | 0.10% | 2,177 | 2,177 | — | $20.25万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $20.22万 | 0.10% | 4,069 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS INC | $20.00万 | 0.10% | 1,800 | 1,800 | — | $20.00万 | 新建仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $18.47万 | 0.09% | 20,050 | 7,000 | 53.6% | $6.45万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $18.29万 | 0.09% | 13,266 | 2,000 | 17.8% | $2.76万 | 加仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $18.25万 | 0.09% | 11,217 | -3,189 | -22.1% | -$5.19万 | 减仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $17.94万 | 0.09% | 15,370 | 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 |
| CAG | CONAGRA BRANDS INC | $16.01万 | 0.08% | 10,184 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $15.29万 | 0.07% | 11,185 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $13.85万 | 0.07% | 12,570 | 2,500 | 24.8% | $2.75万 | 加仓 |
| — | EATON VANCE MUN INCOME TR | $10.82万 | 0.05% | 10,390 | 10,390 | — | $10.82万 | 新建仓 |
| — | VOYA GLBL ADV & PREM OPP FD | $9.84万 | 0.05% | 10,290 | 10,290 | — | $9.84万 | 新建仓 |
| — | PUTNAM ETF TRUST | $8.41万 | 0.04% | 10,108 | 10,108 | — | $8.41万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $7.25万 | 0.04% | 13,064 | -6,936 | -34.7% | -$3.85万 | 减仓 |
| — | NET POWER INC | $2.71万 | 0.01% | 17,395 | 0 | 0.0% | — | 不变 |
| 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 |