Constant Guidance Financial LLC
ATTLEBORO FALLS MA · SEC CIK 0001995383
$1.59亿2026Q2 申报市值
67持仓数
64.9%前十大占比 · 第一大 18.0%
27 / 9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
IWM 重新持有+$596.09万
EEM 加仓+$435.63万
EFA 加仓+$327.94万
SCHW 新建仓+$209.11万
NVDA 加仓+$182.50万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$1,996.93万
QQQ 减仓-$1,069.45万
BRK/B 减仓-$638.74万
SPY 减仓-$452.09万
CVX 清仓-$342.19万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2,867.36万 | 18.01% | 38,397 | -6,054 | -13.6% | -$452.09万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,730.70万 | 17.15% | 54,572 | -12,765 | -19.0% | -$638.74万 | 减仓 |
| EFA | ISHARES TR | $1,318.95万 | 8.28% | 126,969 | 31,569 | 33.1% | $327.94万 | 加仓 |
| IWM | ISHARES TR | $611.78万 | 3.84% | 20,362 | 19,840 | 3,800.8% | $596.09万 | 重新持有 |
| BIL | SPDR SERIES TRUST | $592.75万 | 3.72% | 64,683 | -217,911 | -77.1% | -$1,996.93万 | 减仓 |
| AAPL | APPLE INC | $583.52万 | 3.67% | 20,166 | 6,262 | 45.0% | $181.20万 | 加仓 |
| EEM | ISHARES TR | $516.11万 | 3.24% | 75,444 | 63,680 | 541.3% | $435.63万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $402.61万 | 2.53% | 7,707 | 1,738 | 29.1% | $90.79万 | 加仓 |
| AMZN | AMAZON COM INC | $377.58万 | 2.37% | 15,842 | 4,021 | 34.0% | $95.84万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $332.96万 | 2.09% | 58,435 | 12,414 | 27.0% | $70.73万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $284.49万 | 1.79% | 3,863 | -14,522 | -79.0% | -$1,069.45万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $275.69万 | 1.73% | 21,780 | 9,180 | 72.9% | $116.20万 | 加仓 |
| GOOGL | ALPHABET INC | $257.80万 | 1.62% | 7,214 | 2,811 | 63.8% | $100.45万 | 加仓 |
| DIS | DISNEY WALT CO | $231.01万 | 1.45% | 24,001 | 14,143 | 143.5% | $136.13万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $217.29万 | 1.36% | 10,860 | 9,121 | 524.5% | $182.50万 | 加仓 |
| SCHW | CHARLES SCHWAB CORP | $209.11万 | 1.31% | 22,663 | 22,663 | — | $209.11万 | 新建仓 |
| D | DOMINION ENERGY INC | $193.64万 | 1.22% | 28,355 | 17,355 | 157.8% | $118.52万 | 加仓 |
| HD | HOME DEPOT INC | $185.83万 | 1.17% | 5,269 | 900 | 20.6% | $31.74万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $173.07万 | 1.09% | 9,710 | 9,710 | — | $173.07万 | 新建仓 |
| SO | SOUTHERN CO | $163.86万 | 1.03% | 17,120 | 17,120 | — | $163.86万 | 新建仓 |
| NFLX | NETFLIX INC | $150.61万 | 0.95% | 21,093 | -9,845 | -31.8% | -$70.29万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $148.71万 | 0.93% | 35,123 | 35,123 | — | $148.71万 | 新建仓 |
| AVGO | BROADCOM INC | $145.28万 | 0.91% | 3,846 | 3,201 | 496.3% | $120.91万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $144.70万 | 0.91% | 3,030 | 2,430 | 405.0% | $116.05万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $132.93万 | 0.83% | 5,352 | 5,352 | — | $132.93万 | 新建仓 |
| MRK | MERCK & CO INC | $121.30万 | 0.76% | 9,440 | 9,440 | — | $121.30万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $118.15万 | 0.74% | 16,349 | 16,349 | — | $118.15万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $116.69万 | 0.73% | 36,500 | 36,500 | — | $116.69万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $113.24万 | 0.71% | 3,060 | -103 | -3.3% | -$3.81万 | 减仓 |
| LUV | SOUTHWEST AIRLINES CO | $112.39万 | 0.71% | 21,857 | 21,857 | — | $112.39万 | 新建仓 |
| EIX | EDISON INTL | $110.19万 | 0.69% | 14,800 | 14,800 | — | $110.19万 | 新建仓 |
| MSFT | MICROSOFT CORP | $108.36万 | 0.68% | 2,905 | 262 | 9.9% | $9.77万 | 加仓 |
| ABBV | ABBVIE INC | $106.92万 | 0.67% | 4,249 | 4,249 | — | $106.92万 | 新建仓 |
| HPQ | HP INC | $99.28万 | 0.62% | 45,251 | 45,251 | — | $99.28万 | 新建仓 |
| PLD | PROLOGIS INC | $98.46万 | 0.62% | 7,268 | 7,268 | — | $98.46万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $96.56万 | 0.61% | 1,926 | 1,926 | — | $96.56万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $91.72万 | 0.58% | 2,802 | 2,802 | — | $91.72万 | 新建仓 |
| O | REALTY INCOME CORP | $85.52万 | 0.54% | 13,802 | 13,802 | — | $85.52万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $77.84万 | 0.49% | 5,308 | -3,224 | -37.8% | -$47.28万 | 重新持有 |
| SPYX | SPDR SERIES TRUST | $75.92万 | 0.48% | 12,425 | -410 | -3.2% | -$2.51万 | 减仓 |
| META | META PLATFORMS INC | $69.48万 | 0.44% | 1,233 | 386 | 45.6% | $21.75万 | 加仓 |
| TMUS | T-MOBILE US INC | $68.60万 | 0.43% | 4,090 | -1,860 | -31.3% | -$31.20万 | 重新持有 |
| LOW | LOWES COS INC | $66.04万 | 0.41% | 2,995 | 305 | 11.3% | $6.72万 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $64.76万 | 0.41% | 2,737 | 106 | 4.0% | $2.51万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $63.48万 | 0.40% | 4,017 | 303 | 8.2% | $4.79万 | 加仓 |
| MDT | MEDTRONIC PLC | $59.45万 | 0.37% | 7,600 | 7,600 | — | $59.45万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $59.10万 | 0.37% | 6,509 | -12 | -0.2% | -$1,089 | 减仓 |
| — | EXXON MOBIL CORP | $53.09万 | 0.33% | 3,883 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $52.70万 | 0.33% | 1,061 | 1,061 | — | $52.70万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $52.55万 | 0.33% | 2,905 | 63 | 2.2% | $1.14万 | 加仓 |
| T | AT&T INC | $45.76万 | 0.29% | 22,107 | 11,890 | 116.4% | $24.61万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $44.86万 | 0.28% | 5,400 | 5,400 | — | $44.86万 | 新建仓 |
| PYLD | PIMCO ETF TR | $44.70万 | 0.28% | 16,855 | -6,265 | -27.1% | -$16.61万 | 减仓 |
| AMGN | AMGEN INC | $41.86万 | 0.26% | 1,156 | 1,156 | — | $41.86万 | 新建仓 |
| MO | ALTRIA GROUP INC | $40.36万 | 0.25% | 5,609 | -1,550 | -21.7% | -$11.15万 | 减仓 |
| IVV | ISHARES TR | $38.12万 | 0.24% | 509 | 6 | 1.2% | $4,493 | 加仓 |
| MCD | MCDONALDS CORP | $31.14万 | 0.20% | 1,152 | 1,152 | — | $31.14万 | 新建仓 |
| PNC | PNC FINL SERVICES GROUP INC | $28.81万 | 0.18% | 1,170 | -311 | -21.0% | -$7.66万 | 重新持有 |
| PEP | PEPSICO INC | $28.77万 | 0.18% | 2,125 | 2,125 | — | $28.77万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $28.74万 | 0.18% | 1,218 | -120 | -9.0% | -$2.83万 | 重新持有 |
| — | HONEYWELL INTL INC | $24.79万 | 0.16% | 1,107 | 1,107 | — | $24.79万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $23.08万 | 0.14% | 9,400 | 9,400 | — | $23.08万 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $23.02万 | 0.14% | 4,190 | 4,190 | — | $23.02万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $22.72万 | 0.14% | 8,203 | -1,415 | -14.7% | -$3.92万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.32万 | 0.13% | 6,403 | 6,403 | — | $21.32万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $21.09万 | 0.13% | 2,403 | 100 | 4.3% | $8,777 | 加仓 |
| VUG | VANGUARD INDEX FDS | $20.73万 | 0.13% | 2,406 | 2,406 | — | $20.73万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -16,539 | -100.0% | -$342.19万 | 清仓 |
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -7,009 | -100.0% | -$228.44万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -15,835 | -100.0% | -$209.02万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -4,444 | -100.0% | -$86.28万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,018 | -100.0% | -$65.95万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -2,445 | -100.0% | -$55.26万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,439 | -100.0% | -$22.35万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -725 | -100.0% | -$21.15万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,600 | -100.0% | -$21.11万 | 清仓 |