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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,886.86万 | 19.04% | 59,504 | 1,365 | 2.3% | $89.16万 | 加仓 |
| AAPL | APPLE INC | $1,603.82万 | 7.86% | 63,195 | -20,228 | -24.2% | -$513.37万 | 减仓 |
| HDV | ISHARES TR | $1,348.00万 | 6.60% | 99,322 | 65 | 0.1% | $8,822 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $595.20万 | 2.92% | 40,689 | 1,389 | 3.5% | $20.32万 | 加仓 |
| IVW | ISHARES TR | $526.86万 | 2.58% | 46,579 | 1,252 | 2.8% | $14.16万 | 加仓 |
| META | META PLATFORMS INC | $485.05万 | 2.38% | 8,478 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $464.66万 | 2.28% | 32,170 | 1,587 | 5.2% | $22.92万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $436.73万 | 2.14% | 29,489 | 94 | 0.3% | $1.39万 | 加仓 |
| GOOGL | ALPHABET INC | $431.69万 | 2.11% | 15,012 | -955 | -6.0% | -$27.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $418.23万 | 2.05% | 11,298 | 544 | 5.1% | $20.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $413.15万 | 2.02% | 7,158 | 94 | 1.3% | $5.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $353.93万 | 1.73% | 20,294 | 630 | 3.2% | $10.99万 | 加仓 |
| DVY | ISHARES TR | $320.16万 | 1.57% | 21,145 | 351 | 1.7% | $5.31万 | 加仓 |
| IWF | ISHARES TR | $312.68万 | 1.53% | 7,333 | -33 | -0.4% | -$1.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $300.31万 | 1.47% | 6,267 | 303 | 5.1% | $14.52万 | 加仓 |
| ABBV | ABBVIE INC | $296.27万 | 1.45% | 13,622 | -121 | -0.9% | -$2.63万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $269.16万 | 1.32% | 9,150 | 286 | 3.2% | $8.41万 | 加仓 |
| GOOG | ALPHABET INC | $267.90万 | 1.31% | 9,339 | -178 | -1.9% | -$5.11万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $232.11万 | 1.14% | 60,413 | 19,448 | 47.5% | $74.72万 | 加仓 |
| — | EXXON MOBIL CORP | $217.40万 | 1.06% | 12,814 | 898 | 7.5% | $15.24万 | 加仓 |
| MSTR | STRATEGY INC | $205.92万 | 1.01% | 16,500 | -434 | -2.6% | -$5.42万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $196.09万 | 0.96% | 21,140 | 28 | 0.1% | $2,597 | 加仓 |
| AMZN | AMAZON COM INC | $188.65万 | 0.92% | 9,058 | 926 | 11.4% | $19.29万 | 加仓 |
| CVX | CHEVRON CORPORATION | $183.73万 | 0.90% | 8,880 | 5,238 | 143.8% | $108.37万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $182.77万 | 0.90% | 7,477 | 230 | 3.2% | $5.62万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $167.50万 | 0.82% | 45,026 | 45,026 | — | $167.50万 | 新建仓 |
| DGRO | ISHARES TR | $164.98万 | 0.81% | 23,508 | -104 | -0.4% | -$7,299 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $147.50万 | 0.72% | 2,268 | -76 | -3.2% | -$4.94万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $134.80万 | 0.66% | 39,594 | -1,633 | -4.0% | -$5.56万 | 减仓 |
| — | LCNB CORP | $134.18万 | 0.66% | 86,067 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $130.51万 | 0.64% | 7,082 | 7,082 | — | $130.51万 | 新建仓 |
| CSCO | CISCO SYS INC | $130.01万 | 0.64% | 16,756 | 940 | 5.9% | $7.29万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $129.17万 | 0.63% | 7,812 | -6,049 | -43.6% | -$100.02万 | 减仓 |
| MPC | MARATHON PETE CORP | $127.95万 | 0.63% | 5,240 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $119.31万 | 0.58% | 5,646 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $111.80万 | 0.55% | 1,122 | 75 | 7.2% | $7.47万 | 加仓 |
| MRK | MERCK & CO INC | $107.88万 | 0.53% | 8,968 | 393 | 4.6% | $4.73万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $106.67万 | 0.52% | 15,623 | 988 | 6.8% | $6.75万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $106.54万 | 0.52% | 23,540 | 6,260 | 36.2% | $28.33万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $105.66万 | 0.52% | 14,689 | 207 | 1.4% | $1.49万 | 加仓 |
| ADI | ANALOG DEVICES INC | $103.14万 | 0.51% | 3,242 | 325 | 11.1% | $10.34万 | 加仓 |
| MO | ALTRIA GROUP INC | $100.34万 | 0.49% | 15,205 | 10 | 0.1% | $660 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $96.31万 | 0.47% | 7,355 | 73 | 1.0% | $9,559 | 加仓 |
| V | VISA INC | $95.27万 | 0.47% | 3,152 | 149 | 5.0% | $4.50万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $88.78万 | 0.43% | 2,628 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $88.57万 | 0.43% | 4,077 | 4,077 | — | $88.57万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $77.06万 | 0.38% | 1,275 | 149 | 13.2% | $9.01万 | 加仓 |
| CSX | CSX CORP | $76.83万 | 0.38% | 18,715 | 0 | 0.0% | — | 不变 |
| — | FIDELITY MERRIMACK STR TR | $75.01万 | 0.37% | 15,915 | 15,915 | — | $75.01万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $74.06万 | 0.36% | 1,258 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.35% | 1 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $71.01万 | 0.35% | 2,376 | 1,472 | 162.8% | $43.99万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $69.36万 | 0.34% | 11,750 | 315 | 2.8% | $1.86万 | 加仓 |
| KO | COCA COLA CO | $67.40万 | 0.33% | 8,863 | 624 | 7.6% | $4.75万 | 加仓 |
| CMI | CUMMINS INC | $65.72万 | 0.32% | 1,222 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $65.35万 | 0.32% | 2,400 | -105 | -4.2% | -$2.86万 | 减仓 |
| MOAT | VANECK ETF TRUST | $63.38万 | 0.31% | 6,554 | 6,554 | — | $63.38万 | 新建仓 |
| PAYX | PAYCHEX INC | $63.06万 | 0.31% | 6,845 | -200 | -2.8% | -$1.84万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $62.94万 | 0.31% | 3,208 | 3,208 | — | $62.94万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $62.79万 | 0.31% | 40,122 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $60.38万 | 0.30% | 1,836 | 102 | 5.9% | $3.35万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $57.53万 | 0.28% | 1,248 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $57.16万 | 0.28% | 1,346 | 336 | 33.3% | $14.27万 | 加仓 |
| SDY | SPDR SERIES TRUST | $55.54万 | 0.27% | 3,806 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $54.06万 | 0.26% | 5,601 | -62 | -1.1% | -$5,984 | 减仓 |
| GLD | SPDR GOLD TR | $52.54万 | 0.26% | 1,221 | 78 | 6.8% | $3.36万 | 加仓 |
| BAC | BANK AMERICA CORP | $52.27万 | 0.26% | 10,722 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $50.58万 | 0.25% | 4,952 | -143 | -2.8% | -$1.46万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $50.20万 | 0.25% | 9,042 | 3,845 | 74.0% | $21.35万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $50.09万 | 0.25% | 8,176 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $50.06万 | 0.25% | 10,645 | 10,645 | — | $50.06万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $48.56万 | 0.24% | 2,273 | 1,043 | 84.8% | $22.28万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $47.31万 | 0.23% | 1,564 | 260 | 19.9% | $7.86万 | 加仓 |
| CAT | CATERPILLAR INC | $43.00万 | 0.21% | 607 | 607 | — | $43.00万 | 新建仓 |
| NVS | NOVARTIS AG | $41.17万 | 0.20% | 2,695 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $41.07万 | 0.20% | 2,511 | 2,511 | — | $41.07万 | 新建仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $40.59万 | 0.20% | 38,625 | 38,625 | — | $40.59万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $40.25万 | 0.20% | 869 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $39.95万 | 0.20% | 2,539 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $39.30万 | 0.19% | 4,341 | 183 | 4.4% | $1.66万 | 加仓 |
| FDX | FEDEX CORP | $39.14万 | 0.19% | 1,099 | 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 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.67万 | 0.19% | 6,375 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $36.43万 | 0.18% | 834 | 834 | — | $36.43万 | 新建仓 |
| DHI | D R HORTON INC | $36.23万 | 0.18% | 2,640 | -131 | -4.7% | -$1.80万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $36.22万 | 0.18% | 1,129 | 55 | 5.1% | $1.76万 | 加仓 |
| KR | KROGER CO | $36.06万 | 0.18% | 4,983 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $35.66万 | 0.17% | 2,869 | 659 | 29.8% | $8.19万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $33.83万 | 0.17% | 677 | -12 | -1.7% | -$5,996 | 减仓 |
| MCD | MCDONALDS CORP | $33.63万 | 0.16% | 1,082 | 214 | 24.7% | $6.65万 | 加仓 |
| NOBL | PROSHARES TR | $33.59万 | 0.16% | 3,169 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $32.50万 | 0.16% | 2,051 | 800 | 63.9% | $12.68万 | 加仓 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $30.93万 | 0.15% | 28,640 | 3,315 | 13.1% | $3.58万 | 加仓 |
| — | COHEN & STEERS CLOSED-END | $30.39万 | 0.15% | 23,690 | 2,300 | 10.8% | $2.95万 | 加仓 |
| DTD | WISDOMTREE TR | $30.23万 | 0.15% | 3,500 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $30.03万 | 0.15% | 1,515 | 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 |
| VZ | VERIZON COMMUNICATIONS INC | $29.62万 | 0.15% | 5,901 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD I | $29.26万 | 0.14% | 18,743 | 18,743 | — | $29.26万 | 新建仓 |
| IVE | ISHARES TR | $29.15万 | 0.14% | 1,380 | 1 | 0.1% | $211 | 加仓 |