13F 机构持仓

SEAMOUNT FINANCIAL GROUP INC

COLORADO SPRINGS CO · SEC CIK 0002011267

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.48亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 6.4%
CGDV 5.0%
JQUA 4.5%
AMZN 4.3%
CGBL 4.0%
VTI 3.7%
VOO 3.0%
QQQ 2.9%
BRK/B 2.8%
VIG 2.5%

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
SHLD GLOBAL X FDS $00.00%0 -5,949-100.0% -$42.14万 清仓
PFE PFIZER INC $00.00%0 -7,634-100.0% -$21.44万 清仓
FDX FEDEX CORP $00.00%0 -595-100.0% -$21.19万 清仓
USB US BANCORP $00.00%0 -4,052-100.0% -$21.07万 清仓
KMI KINDER MORGAN INC DEL $00.00%0 -6,267-100.0% -$21.01万 清仓
XPCQX PIMCO CALIF MUN INCOME FD $12.95万0.05%14,436 00.0% — 不变
AMGN AMGEN INC $20.10万0.08%555 555— $20.10万 新建仓
SGOV ISHARES TR $20.65万0.08%2,051 2,051— $20.65万 新建仓
VUG VANGUARD INDEX FDS $20.73万0.08%2,406 2,406— $20.73万 新建仓
PM PHILIP MORRIS INTL INC $21.20万0.09%1,172 1,172— $21.20万 新建仓
BA BOEING CO $21.21万0.09%980 980— $21.21万 新建仓
T AT&T INC $21.78万0.09%10,521 -113-1.1% -$2,339 减仓
CGCP CAPITAL GRP FIXED INCM ETF T $22.28万0.09%9,994 9,994— $22.28万 新建仓
INTC INTEL CORP $22.91万0.09%1,640 1,640— $22.91万 新建仓
ED CONSOLIDATED EDISON INC $23.64万0.10%2,137 00.0% — 不变
GIS GENERAL MILLS INC $24.13万0.10%6,934 -185-2.6% -$6,438 减仓
GM GENERAL MTRS CO $24.15万0.10%3,133 -300-8.7% -$2.31万 减仓
XLP SELECT SECTOR SPDR TR $24.85万0.10%2,991 -250-7.7% -$2.08万 减仓
META META PLATFORMS INC $25.01万0.10%444 -200-31.1% -$11.27万 减仓
VXF VANGUARD INDEX FDS $25.32万0.10%1,028 20.2% $493 加仓
CSCO CISCO SYS INC $26.28万0.11%2,237 -500-18.3% -$5.87万 减仓
DIS DISNEY WALT CO $26.49万0.11%2,752 00.0% — 不变
VHT VANGUARD WORLD FD $27.10万0.11%906 30.3% $897 加仓
AEP AMERICAN ELEC PWR CO INC $27.21万0.11%1,989 100.5% $1,368 加仓
ROK ROCKWELL AUTOMATION INC $27.23万0.11%550 00.0% — 重新持有
MET METLIFE INC $27.31万0.11%3,228 -300-8.5% -$2.54万 减仓
TOST TOAST INC $27.47万0.11%9,873 00.0% — 不变
ALL ALLSTATE CORP $27.51万0.11%1,156 00.0% — 不变
AMAT APPLIED MATLS INC $28.31万0.11%392 392— $28.31万 新建仓
IVV ISHARES TR $29.63万0.12%396 10.3% $748 加仓
HONA HONEYWELL AEROSPACE INC $29.69万0.12%1,343 1,343— $29.69万 新建仓
VTC VANGUARD SCOTTSDALE FDS $29.72万0.12%3,870 411.1% $3,149 加仓
GD GENERAL DYNAMICS CORP $29.92万0.12%845 -3-0.4% -$1,062 减仓
EW EDWARDS LIFESCIENCES CORP $29.96万0.12%3,312 00.0% — 不变
GE GE AEROSPACE $29.97万0.12%802 00.0% — 不变
HON HONEYWELL INTL INC $30.09万0.12%1,344 -1,365-50.4% -$30.56万 减仓
TSLA TESLA INC $30.24万0.12%719 7411.5% $3.11万 加仓
IWF ISHARES TR $30.30万0.12%2,440 00.0% — 不变
UPS UNITED PARCEL SVCS INC $31.44万0.13%2,925 -200-6.4% -$2.15万 减仓
LRCX LAM RESEARCH CORP $33.28万0.13%768 768— $33.28万 新建仓
DLR DIGITAL RLTY TR INC $33.60万0.14%1,871 -84-4.3% -$1.51万 减仓
CMG CHIPOTLE MEXICAN GRILL INC $34.01万0.14%10,004 6046.4% $2.05万 加仓
FAST FASTENAL CO $34.68万0.14%7,221 2143.1% $1.03万 加仓
— FLAHERTY & CRUMRINE TOTAL RE $35.14万0.14%20,790 00.0% — 不变
MDT MEDTRONIC PLC $36.04万0.15%4,607 -15-0.3% -$1,173 减仓
IGSB ISHARES TR $36.36万0.15%6,937 5368.4% $2.81万 加仓
C CITIGROUP INC $38.95万0.16%2,783 -1,700-37.9% -$23.79万 减仓
VZ VERIZON COMMUNICATIONS INC $40.11万0.16%9,474 -967-9.3% -$4.09万 减仓
PSX PHILLIPS 66 $43.99万0.18%2,602 00.0% — 不变
ONEQ FIDELITY COMWLTH TR $44.83万0.18%4,343 60.1% $619 加仓
XFFCX FLAHERTY & CRUMRIN PFD & INM $47.36万0.19%29,088 -308-1.0% -$5,014 减仓
O REALTY INCOME CORP $48.57万0.20%7,839 2002.6% $1.24万 加仓
RTX RTX CORPORATION $50.09万0.20%2,640 -390-12.9% -$7.40万 减仓
ABBV ABBVIE INC $50.58万0.20%2,010 -10-0.5% -$2,516 减仓
WFC WELLS FARGO & CO $51.09万0.21%6,182 2494.2% $2.06万 加仓
UNH UNITEDHEALTH GROUP INC $52.54万0.21%1,264 00.0% — 不变
GOOG ALPHABET INC $53.11万0.21%1,503 473.2% $1.66万 加仓
HYD VANECK ETF TRUST $55.41万0.22%10,757 1,12811.7% $5.81万 加仓
SHEL SHELL PLC $57.40万0.23%7,402 -925-11.1% -$7.17万 减仓
ANET ARISTA NETWORKS INC $58.44万0.24%3,440 -200-5.5% -$3.40万 减仓
MCD MCDONALDS CORP $59.70万0.24%2,208 -100-4.3% -$2.70万 减仓
V VISA INC $61.19万0.25%1,784 764.4% $2.61万 加仓
MRK MERCK & CO INC $61.24万0.25%4,766 00.0% — 不变
CGMU CAPITAL GRP FIXED INCM ETF T $64.01万0.26%23,301 3,83919.7% $10.55万 加仓
TMSL T ROWE PRICE EXCHANGE-TRADED $66.36万0.27%15,134 00.0% — 不变
BX BLACKSTONE INC $67.88万0.27%5,769 20.0% $235 加仓
VPU VANGUARD WORLD FD $68.65万0.28%3,508 -309-8.1% -$6.05万 减仓
LLY ELI LILLY & CO $69.45万0.28%579 00.0% — 不变
NUE NUCOR CORP $69.79万0.28%3,133 00.0% — 不变
CGXU CAPITAL GROUP INTL FOCUS EQT $70.00万0.28%20,221 7,86763.7% $27.23万 加仓
DE DEERE & CO $70.73万0.29%1,115 00.0% — 不变
NUV NUVEEN MUN VALUE FD INC $72.19万0.29%78,295 7,51310.6% $6.93万 加仓
VDC VANGUARD WORLD FD $72.45万0.29%3,213 -20-0.6% -$4,510 减仓
VKQ INVESCO MUNICIPAL TRUST $73.98万0.30%73,688 00.0% — 不变
CAT CATERPILLAR INC $74.89万0.30%703 00.0% — 不变
HD HOME DEPOT INC $75.05万0.30%2,128 613.0% $2.15万 加仓
CMI CUMMINS INC $75.60万0.30%1,060 -100-8.6% -$7.13万 减仓
VGK VANGUARD INTL EQUITY INDEX F $75.86万0.31%8,568 340.4% $3,010 加仓
VYM VANGUARD WHITEHALL FDS $79.35万0.32%5,021 -156-3.0% -$2.47万 减仓
— DIMENSIONAL ETF TRUST $81.94万0.33%9,952 3323.5% $2.73万 加仓
FMHI FIRST TR EXCH TRADED FD III $84.28万0.34%17,381 -1,482-7.9% -$7.19万 减仓
ITW ILLINOIS TOOL WKS INC $85.58万0.35%3,164 -94-2.9% -$2.54万 减仓
WM WASTE MGMT INC DEL $88.16万0.36%3,955 340.9% $7,579 加仓
— FLAHERTY & CRUMRINE DYNAMIC $90.75万0.37%43,904 -1,088-2.4% -$2.25万 减仓
JPST J P MORGAN EXCHANGE TRADED F $92.10万0.37%18,213 -710-3.8% -$3.59万 减仓
SMH VANECK ETF TRUST $93.38万0.38%1,424 -43-2.9% -$2.82万 减仓
SNA SNAP ON INC $97.34万0.39%2,419 -300-11.0% -$12.07万 减仓
RSP INVESCO EXCHANGE TRADED FD T $98.27万0.40%4,619 2275.2% $4.83万 加仓
PG PROCTER & GAMBLE CO $100.52万0.41%6,855 1462.2% $2.14万 加仓
XHB SPDR SERIES TRUST $104.37万0.42%9,031 1621.8% $1.87万 加仓
CGIE CAPITAL GROUP INTERNATIONAL $105.46万0.43%28,672 3,98116.1% $14.64万 加仓
UAL UNITED AIRLS HLDGS INC $107.19万0.43%7,882 -49-0.6% -$6,664 减仓
VYMI VANGUARD WHITEHALL FDS $110.28万0.44%11,231 1301.2% $1.28万 加仓
AMD ADVANCED MICRO DEVICES INC $110.78万0.45%1,907 -598-23.9% -$34.74万 减仓
UNP UNION PAC CORP $111.60万0.45%4,103 611.5% $1.66万 加仓
MU MICRON TECHNOLOGY INC $113.93万0.46%987 -157-13.7% -$18.12万 减仓
PFF ISHARES TR $117.67万0.47%38,592 2,3366.4% $7.12万 加仓
JNJ JOHNSON & JOHNSON $118.26万0.48%4,657 -42-0.9% -$1.07万 减仓
COP CONOCOPHILLIPS $119.38万0.48%11,483 -3-0.0% -$312 减仓
SDY SPDR SERIES TRUST $119.39万0.48%7,845 450.6% $6,848 加仓