SEAMOUNT FINANCIAL GROUP INC
COLORADO SPRINGS CO · SEC CIK 0002011267
$2.48亿2026Q2 申报市值
141持仓数
39.1%前十大占比 · 第一大 6.4%
10 / 5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
QQQ 加仓+$143.52万
CGBL 加仓+$63.75万
CGDV 加仓+$49.16万
CGUS 加仓+$43.43万
LRCX 新建仓+$33.28万
2026Q2 卖出最多 按季末市值估算
BRK/B 减仓-$58.30万
SHLD 清仓-$42.14万
AMD 减仓-$34.74万
HON 减仓-$30.56万
C 减仓-$23.79万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,597.35万 | 6.44% | 55,203 | -592 | -1.1% | -$17.13万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,228.46万 | 4.95% | 249,281 | 9,975 | 4.2% | $49.16万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,121.82万 | 4.52% | 155,205 | 213 | 0.1% | $1.54万 | 加仓 |
| AMZN | AMAZON COM INC | $1,069.98万 | 4.31% | 44,893 | -907 | -2.0% | -$21.62万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $979.80万 | 3.95% | 258,114 | 16,793 | 7.0% | $63.75万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $911.61万 | 3.68% | 24,635 | 268 | 1.1% | $9.92万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $732.52万 | 2.95% | 10,666 | 301 | 2.9% | $20.67万 | 加仓 |
| QQQ | INVESCO QQQ TR | $719.51万 | 2.90% | 9,771 | 1,949 | 24.9% | $143.52万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $704.40万 | 2.84% | 14,077 | -1,165 | -7.6% | -$58.30万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $621.97万 | 2.51% | 26,286 | 21 | 0.1% | $4,969 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $520.71万 | 2.10% | 117,067 | 9,763 | 9.1% | $43.43万 | 加仓 |
| HYS | PIMCO ETF TR | $454.47万 | 1.83% | 48,596 | 1,579 | 3.4% | $14.77万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $448.64万 | 1.81% | 86,794 | 982 | 1.1% | $5.08万 | 加仓 |
| VO | VANGUARD INDEX FDS | $439.85万 | 1.77% | 54,593 | 2,369 | 4.5% | $19.09万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $413.68万 | 1.67% | 26,357 | 163 | 0.6% | $2.56万 | 加仓 |
| VDE | VANGUARD WORLD FD | $398.15万 | 1.61% | 26,520 | 56 | 0.2% | $8,407 | 加仓 |
| IWM | ISHARES TR | $397.64万 | 1.60% | 13,235 | -109 | -0.8% | -$3.27万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $388.66万 | 1.57% | 82,343 | 4,026 | 5.1% | $19.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $383.70万 | 1.55% | 19,176 | -761 | -3.8% | -$15.23万 | 减仓 |
| MSFT | MICROSOFT CORP | $380.52万 | 1.53% | 10,201 | -80 | -0.8% | -$2.98万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $334.75万 | 1.35% | 34,714 | 693 | 2.0% | $6.68万 | 加仓 |
| LQD | ISHARES TR | $322.06万 | 1.30% | 29,528 | 785 | 2.7% | $8.56万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $290.12万 | 1.17% | 77,344 | 2,298 | 3.1% | $8.62万 | 加仓 |
| — | EXXON MOBIL CORP | $281.97万 | 1.14% | 20,624 | -280 | -1.3% | -$3.83万 | 减仓 |
| AVGO | BROADCOM INC | $281.07万 | 1.13% | 7,441 | -78 | -1.0% | -$2.95万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $277.34万 | 1.12% | 9,863 | 33 | 0.3% | $9,279 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $274.10万 | 1.11% | 66,690 | 2,004 | 3.1% | $8.24万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $274.01万 | 1.10% | 33,153 | -350 | -1.0% | -$2.89万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $266.45万 | 1.07% | 97,492 | -7,064 | -6.8% | -$19.31万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $264.57万 | 1.07% | 5,065 | 61 | 1.2% | $3.19万 | 加仓 |
| GLD | SPDR GOLD TR | $248.51万 | 1.00% | 6,746 | -255 | -3.6% | -$9.39万 | 减仓 |
| CVX | CHEVRON CORPORATION | $235.68万 | 0.95% | 14,218 | 244 | 1.7% | $4.04万 | 加仓 |
| VV | VANGUARD INDEX FDS | $233.48万 | 0.94% | 6,789 | -51 | -0.7% | -$1.75万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $229.92万 | 0.93% | 54,317 | 2,186 | 4.2% | $9.25万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $194.37万 | 0.78% | 5,938 | -47 | -0.8% | -$1.54万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $178.83万 | 0.72% | 2,395 | 141 | 6.3% | $10.53万 | 加仓 |
| GOOGL | ALPHABET INC | $176.56万 | 0.71% | 4,940 | 66 | 1.4% | $2.36万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $153.67万 | 0.62% | 18,600 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $146.87万 | 0.59% | 1,570 | -253 | -13.9% | -$23.67万 | 减仓 |
| HYDB | ISHARES TR | $146.56万 | 0.59% | 31,335 | 2,666 | 9.3% | $12.47万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $140.53万 | 0.57% | 18,762 | -1,202 | -6.0% | -$9.00万 | 减仓 |
| WMT | WALMART INC | $131.23万 | 0.53% | 11,586 | -313 | -2.6% | -$3.55万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $129.82万 | 0.52% | 14,408 | -336 | -2.3% | -$3.03万 | 减仓 |
| KO | COCA COLA CO | $128.41万 | 0.52% | 15,800 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $127.30万 | 0.51% | 6,622 | -55 | -0.8% | -$1.06万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $127.15万 | 0.51% | 14,873 | 1,002 | 7.2% | $8.57万 | 加仓 |
| SDY | SPDR SERIES TRUST | $119.39万 | 0.48% | 7,845 | 45 | 0.6% | $6,848 | 加仓 |
| COP | CONOCOPHILLIPS | $119.38万 | 0.48% | 11,483 | -3 | -0.0% | -$312 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $118.26万 | 0.48% | 4,657 | -42 | -0.9% | -$1.07万 | 减仓 |
| PFF | ISHARES TR | $117.67万 | 0.47% | 38,592 | 2,336 | 6.4% | $7.12万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $113.93万 | 0.46% | 987 | -157 | -13.7% | -$18.12万 | 减仓 |
| UNP | UNION PAC CORP | $111.60万 | 0.45% | 4,103 | 61 | 1.5% | $1.66万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $110.78万 | 0.45% | 1,907 | -598 | -23.9% | -$34.74万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $110.28万 | 0.44% | 11,231 | 130 | 1.2% | $1.28万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $107.19万 | 0.43% | 7,882 | -49 | -0.6% | -$6,664 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $105.46万 | 0.43% | 28,672 | 3,981 | 16.1% | $14.64万 | 加仓 |
| XHB | SPDR SERIES TRUST | $104.37万 | 0.42% | 9,031 | 162 | 1.8% | $1.87万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $100.52万 | 0.41% | 6,855 | 146 | 2.2% | $2.14万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $98.27万 | 0.40% | 4,619 | 227 | 5.2% | $4.83万 | 加仓 |
| SNA | SNAP ON INC | $97.34万 | 0.39% | 2,419 | -300 | -11.0% | -$12.07万 | 减仓 |
| SMH | VANECK ETF TRUST | $93.38万 | 0.38% | 1,424 | -43 | -2.9% | -$2.82万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $92.10万 | 0.37% | 18,213 | -710 | -3.8% | -$3.59万 | 减仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $90.75万 | 0.37% | 43,904 | -1,088 | -2.4% | -$2.25万 | 减仓 |
| WM | WASTE MGMT INC DEL | $88.16万 | 0.36% | 3,955 | 34 | 0.9% | $7,579 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $85.58万 | 0.35% | 3,164 | -94 | -2.9% | -$2.54万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $84.28万 | 0.34% | 17,381 | -1,482 | -7.9% | -$7.19万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $81.94万 | 0.33% | 9,952 | 332 | 3.5% | $2.73万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $79.35万 | 0.32% | 5,021 | -156 | -3.0% | -$2.47万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $75.86万 | 0.31% | 8,568 | 34 | 0.4% | $3,010 | 加仓 |
| CMI | CUMMINS INC | $75.60万 | 0.30% | 1,060 | -100 | -8.6% | -$7.13万 | 减仓 |
| HD | HOME DEPOT INC | $75.05万 | 0.30% | 2,128 | 61 | 3.0% | $2.15万 | 加仓 |
| CAT | CATERPILLAR INC | $74.89万 | 0.30% | 703 | 0 | 0.0% | — | 不变 |
| VKQ | INVESCO MUNICIPAL TRUST | $73.98万 | 0.30% | 73,688 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $72.45万 | 0.29% | 3,213 | -20 | -0.6% | -$4,510 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $72.19万 | 0.29% | 78,295 | 7,513 | 10.6% | $6.93万 | 加仓 |
| DE | DEERE & CO | $70.73万 | 0.29% | 1,115 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $70.00万 | 0.28% | 20,221 | 7,867 | 63.7% | $27.23万 | 加仓 |
| NUE | NUCOR CORP | $69.79万 | 0.28% | 3,133 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $69.45万 | 0.28% | 579 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $68.65万 | 0.28% | 3,508 | -309 | -8.1% | -$6.05万 | 减仓 |
| BX | BLACKSTONE INC | $67.88万 | 0.27% | 5,769 | 2 | 0.0% | $235 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $66.36万 | 0.27% | 15,134 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $64.01万 | 0.26% | 23,301 | 3,839 | 19.7% | $10.55万 | 加仓 |
| MRK | MERCK & CO INC | $61.24万 | 0.25% | 4,766 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $61.19万 | 0.25% | 1,784 | 76 | 4.4% | $2.61万 | 加仓 |
| MCD | MCDONALDS CORP | $59.70万 | 0.24% | 2,208 | -100 | -4.3% | -$2.70万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $58.44万 | 0.24% | 3,440 | -200 | -5.5% | -$3.40万 | 减仓 |
| SHEL | SHELL PLC | $57.40万 | 0.23% | 7,402 | -925 | -11.1% | -$7.17万 | 减仓 |
| HYD | VANECK ETF TRUST | $55.41万 | 0.22% | 10,757 | 1,128 | 11.7% | $5.81万 | 加仓 |
| GOOG | ALPHABET INC | $53.11万 | 0.21% | 1,503 | 47 | 3.2% | $1.66万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $52.54万 | 0.21% | 1,264 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $51.09万 | 0.21% | 6,182 | 249 | 4.2% | $2.06万 | 加仓 |
| ABBV | ABBVIE INC | $50.58万 | 0.20% | 2,010 | -10 | -0.5% | -$2,516 | 减仓 |
| RTX | RTX CORPORATION | $50.09万 | 0.20% | 2,640 | -390 | -12.9% | -$7.40万 | 减仓 |
| O | REALTY INCOME CORP | $48.57万 | 0.20% | 7,839 | 200 | 2.6% | $1.24万 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $47.36万 | 0.19% | 29,088 | -308 | -1.0% | -$5,014 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $44.83万 | 0.18% | 4,343 | 6 | 0.1% | $619 | 加仓 |
| PSX | PHILLIPS 66 | $43.99万 | 0.18% | 2,602 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $40.11万 | 0.16% | 9,474 | -967 | -9.3% | -$4.09万 | 减仓 |
| C | CITIGROUP INC | $38.95万 | 0.16% | 2,783 | -1,700 | -37.9% | -$23.79万 | 减仓 |