Constant Guidance Financial LLC
ATTLEBORO FALLS MA · SEC CIK 0001995383
$1.45亿2026Q1 申报市值
42持仓数
84.4%前十大占比 · 第一大 22.3%
15 / 21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
BIL 重新持有+$2,480.12万
QQQ 重新持有+$1,002.11万
EFA 新建仓+$926.62万
DIA 新建仓+$276.48万
COP 新建仓+$209.02万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$517.15万
INVSC QQQ TRUST 清仓-$427.56万
GOOGL 减仓-$394.07万
PYLD 减仓-$306.51万
ST STERT SPDR BL 清仓-$280.71万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,226.77万 | 22.31% | 67,337 | -4,775 | -6.6% | -$228.82万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,890.84万 | 19.99% | 44,451 | -7,952 | -15.2% | -$517.15万 | 减仓 |
| BIL | SPDR SERIES TRUST | $2,589.69万 | 17.91% | 282,594 | 270,637 | 2,263.4% | $2,480.12万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $1,061.16万 | 7.34% | 18,385 | 17,362 | 1,697.2% | $1,002.11万 | 重新持有 |
| EFA | ISHARES TR | $926.62万 | 6.41% | 95,400 | 95,400 | — | $926.62万 | 新建仓 |
| AAPL | APPLE INC | $352.88万 | 2.44% | 13,904 | -4,468 | -24.3% | -$113.40万 | 减仓 |
| CVX | CHEVRON CORPORATION | $342.19万 | 2.37% | 16,539 | 8,030 | 94.4% | $166.14万 | 加仓 |
| NFLX | NETFLIX INC. | $297.47万 | 2.06% | 30,938 | 1,265 | 4.3% | $12.16万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $276.48万 | 1.91% | 5,969 | 5,969 | — | $276.48万 | 新建仓 |
| AMZN | AMAZON COM INC | $246.20万 | 1.70% | 11,821 | -10,849 | -47.9% | -$225.95万 | 减仓 |
| CB | CHUBB LTD SWITZ | $228.44万 | 1.58% | 7,009 | -3,309 | -32.1% | -$107.85万 | 减仓 |
| COP | CONOCOPHILLIPS | $209.02万 | 1.45% | 15,835 | 15,835 | — | $209.02万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $164.98万 | 1.14% | 12,600 | 4,300 | 51.8% | $56.30万 | 加仓 |
| HD | HOME DEPOT INC | $143.69万 | 0.99% | 4,369 | -150 | -3.3% | -$4.93万 | 减仓 |
| GOOGL | ALPHABET INC | $126.61万 | 0.88% | 4,403 | -13,704 | -75.7% | -$394.07万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $101.48万 | 0.70% | 3,163 | -117 | -3.6% | -$3.75万 | 减仓 |
| MSFT | MICROSOFT CORP | $97.83万 | 0.68% | 2,643 | -4,240 | -61.6% | -$156.94万 | 减仓 |
| DIS | DISNEY WALT CO | $95.02万 | 0.66% | 9,858 | -4,560 | -31.6% | -$43.95万 | 减仓 |
| TXN | TEXAS INSTRS INC | $86.28万 | 0.60% | 4,444 | 2,880 | 184.1% | $55.91万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $68.06万 | 0.47% | 12,835 | 12,835 | — | $68.06万 | 新建仓 |
| D | DOMINION ENERGY INC | $68.00万 | 0.47% | 11,000 | -700 | -6.0% | -$4.33万 | 减仓 |
| EEM | ISHARES TR | $66.81万 | 0.46% | 11,764 | 11,764 | — | $66.81万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $65.95万 | 0.46% | 4,018 | -1,420 | -26.1% | -$23.31万 | 重新持有 |
| — | EXXON MOBIL CORP | $65.88万 | 0.46% | 3,883 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $60.57万 | 0.42% | 23,120 | -116,990 | -83.5% | -$306.51万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $56.58万 | 0.39% | 2,631 | 39 | 1.5% | $8,387 | 重新持有 |
| — | HONEYWELL INTL INC | $55.26万 | 0.38% | 2,445 | 2,445 | — | $55.26万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $55.00万 | 0.38% | 3,714 | 841 | 29.3% | $12.46万 | 重新持有 |
| SPTM | SPDR SERIES TRUST | $51.55万 | 0.36% | 6,521 | 29 | 0.4% | $2,293 | 重新持有 |
| META | META PLATFORMS INC | $48.46万 | 0.34% | 847 | -4,102 | -82.9% | -$234.69万 | 减仓 |
| MO | ALTRIA GROUP INC | $47.24万 | 0.33% | 7,159 | 7,159 | — | $47.24万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $46.99万 | 0.32% | 2,842 | 2,842 | — | $46.99万 | 新建仓 |
| IVV | ISHARES TR | $32.86万 | 0.23% | 503 | -19 | -3.6% | -$1.24万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $30.32万 | 0.21% | 1,739 | -11,825 | -87.2% | -$206.17万 | 减仓 |
| T | AT&T INC | $29.62万 | 0.20% | 10,217 | 10,217 | — | $29.62万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $23.80万 | 0.16% | 9,618 | 9,618 | — | $23.80万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $22.35万 | 0.15% | 3,439 | 3,439 | — | $22.35万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $21.39万 | 0.15% | 2,303 | 2,303 | — | $21.39万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $21.15万 | 0.15% | 725 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $21.11万 | 0.15% | 4,600 | 4,600 | — | $21.11万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.28万 | 0.14% | 600 | 600 | — | $20.28万 | 新建仓 |
| AVGO | BROADCOM INC | $19.96万 | 0.14% | 645 | 645 | — | $19.96万 | 新建仓 |
| — | INVSC QQQ TRUST SRS 1 ETF | $0 | 0.00% | 0 | -6,959 | -100.0% | -$427.56万 | 清仓 |
| — | ST STERT SPDR BLMBG 1 3 MN T BL ETF | $0 | 0.00% | 0 | -30,718 | -100.0% | -$280.71万 | 清仓 |
| BAC | BANK OF AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -3,748 | -100.0% | -$168.56万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | -19,872 | -100.0% | -$137.91万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -5,865 | -100.0% | -$114.31万 | 清仓 |
| — | ISHARES BITCOIN ETF | $0 | 0.00% | 0 | -22,963 | -100.0% | -$114.01万 | 清仓 |
| GLD | SPDR GOLD SHARES ETF | $0 | 0.00% | 0 | -2,508 | -100.0% | -$99.39万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -3,950 | -100.0% | -$85.76万 | 清仓 |
| IEF | ISHARES 7-10 YEAR TRSURYBOND ETF | $0 | 0.00% | 0 | -8,645 | -100.0% | -$83.13万 | 清仓 |
| JNK | ST SRT SPDR S&P 500 FSL FL RS ETF IV | $0 | 0.00% | 0 | -13,035 | -100.0% | -$73.24万 | 清仓 |
| — | SPDR DOW JONES INDUSTRIAL AVRG ETF | $0 | 0.00% | 0 | -1,424 | -100.0% | -$68.43万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGT | VANGUARD DIVIDEND APPRECIATION ETF | $0 | 0.00% | 0 | -2,603 | -100.0% | -$57.21万 | 清仓 |
| — | DELL TECHNOLOGIES INC CLASS CLASS C | $0 | 0.00% | 0 | -4,388 | -100.0% | -$55.24万 | 清仓 |
| ONEY | ST SRT SPDR PTFL S&P 1500 CMPST ETF | $0 | 0.00% | 0 | -6,492 | -100.0% | -$53.56万 | 清仓 |
| VOO | VANGUARD HIGH DIVIDEND YIELD ETF | $0 | 0.00% | 0 | -3,644 | -100.0% | -$52.30万 | 清仓 |
| IWM | ISHARES CORE S&P 500 ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -1,026 | -100.0% | -$34.54万 | 清仓 |
| LQD | ISHARES IBOXX INVT GRADEBOND ETF | $0 | 0.00% | 0 | -3,110 | -100.0% | -$34.27万 | 清仓 |
| PNC | PNC FINL SERVICES | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $0 | 0.00% | 0 | -3,100 | -100.0% | -$30.30万 | 清仓 |
| ABNB | AIRBNB INC CLASS A | $0 | 0.00% | 0 | -2,200 | -100.0% | -$29.86万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC CLASS A | $0 | 0.00% | 0 | -2,571 | -100.0% | -$29.08万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -505 | -100.0% | -$28.80万 | 清仓 |