SEAMOUNT FINANCIAL GROUP INC
COLORADO SPRINGS CO · SEC CIK 0002011267
$2.22亿2026Q1 申报市值
135持仓数
37.5%前十大占比 · 第一大 6.4%
7 / 4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
CGBL 加仓+$163.58万
CGMS 加仓+$95.69万
RSP 新建仓+$84.30万
CGDV 加仓+$57.37万
CGGR 加仓+$56.87万
2026Q1 卖出最多 按季末市值估算
COST 减仓-$143.09万
GLD 减仓-$119.75万
JPIE 清仓-$85.43万
AAPL 减仓-$51.21万
META 减仓-$49.37万
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 |
|---|---|---|---|---|---|---|---|---|
| SPLV | INVESCO EXCH TRADED FD TR II | $146.02万 | 0.66% | 19,964 | -701 | -3.4% | -$5.13万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $146.62万 | 0.66% | 2,254 | 39 | 1.8% | $2.54万 | 加仓 |
| WMT | WALMART INC | $147.88万 | 0.67% | 11,899 | -306 | -2.5% | -$3.80万 | 减仓 |
| COP | CONOCOPHILLIPS | $151.61万 | 0.68% | 11,486 | 205 | 1.8% | $2.71万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $173.96万 | 0.78% | 52,131 | 12,460 | 31.4% | $41.58万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $176.05万 | 0.79% | 5,985 | 9 | 0.2% | $2,647 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $181.65万 | 0.82% | 1,823 | -1,436 | -44.1% | -$143.09万 | 减仓 |
| VV | VANGUARD INDEX FDS | $204.40万 | 0.92% | 6,840 | 344 | 5.3% | $10.28万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $230.22万 | 1.04% | 64,686 | 1,957 | 3.1% | $6.96万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $231.78万 | 1.04% | 5,004 | 58 | 1.2% | $2.69万 | 加仓 |
| AVGO | BROADCOM INC | $232.73万 | 1.05% | 7,519 | 38 | 0.5% | $1.18万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $238.26万 | 1.07% | 9,830 | 50 | 0.5% | $1.21万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $269.42万 | 1.21% | 75,046 | 6,548 | 9.6% | $23.51万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $277.23万 | 1.25% | 33,503 | 2,113 | 6.7% | $17.48万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $284.71万 | 1.28% | 104,556 | 35,142 | 50.6% | $95.69万 | 加仓 |
| CVX | CHEVRON CORPORATION | $289.11万 | 1.30% | 13,974 | 14 | 0.1% | $2,897 | 加仓 |
| GLD | SPDR GOLD TR | $301.24万 | 1.36% | 7,001 | -2,783 | -28.4% | -$119.75万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $301.76万 | 1.36% | 34,021 | 2,579 | 8.2% | $22.88万 | 加仓 |
| LQD | ISHARES TR | $313.27万 | 1.41% | 28,743 | 825 | 3.0% | $8.99万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $314.76万 | 1.42% | 78,317 | 14,151 | 22.1% | $56.87万 | 加仓 |
| IWM | ISHARES TR | $330.94万 | 1.49% | 13,344 | -142 | -1.1% | -$3.52万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $347.71万 | 1.57% | 19,937 | 97 | 0.5% | $1.69万 | 加仓 |
| — | EXXON MOBIL CORP | $354.67万 | 1.60% | 20,904 | -960 | -4.4% | -$16.29万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $362.32万 | 1.63% | 26,194 | -198 | -0.8% | -$2.74万 | 减仓 |
| VO | VANGUARD INDEX FDS | $374.94万 | 1.69% | 13,056 | 606 | 4.9% | $17.40万 | 加仓 |
| MSFT | MICROSOFT CORP | $380.57万 | 1.72% | 10,281 | 1,176 | 12.9% | $43.53万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $387.18万 | 1.75% | 85,812 | 3,999 | 4.9% | $18.04万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $412.26万 | 1.86% | 107,304 | 11,936 | 12.5% | $45.86万 | 加仓 |
| HYS | PIMCO ETF TR | $438.53万 | 1.98% | 47,017 | 2,215 | 4.9% | $20.66万 | 加仓 |
| QQQ | INVESCO QQQ TR | $451.45万 | 2.03% | 7,822 | -68 | -0.9% | -$3.92万 | 减仓 |
| VDE | VANGUARD WORLD FD | $457.93万 | 2.06% | 26,464 | -15 | -0.1% | -$2,596 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $564.85万 | 2.55% | 26,265 | 716 | 2.8% | $15.40万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $619.37万 | 2.79% | 10,365 | 465 | 4.7% | $27.79万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $730.40万 | 3.29% | 15,242 | 373 | 2.5% | $17.87万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $781.72万 | 3.52% | 24,367 | 122 | 0.5% | $3.91万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $830.39万 | 3.74% | 241,321 | 47,538 | 24.5% | $163.58万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $950.41万 | 4.28% | 154,992 | 3,882 | 2.6% | $23.80万 | 加仓 |
| AMZN | AMAZON COM INC | $953.88万 | 4.30% | 45,800 | -1,339 | -2.8% | -$27.89万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,018.01万 | 4.59% | 239,306 | 13,487 | 6.0% | $57.37万 | 加仓 |
| AAPL | APPLE INC | $1,416.02万 | 6.38% | 55,795 | -2,018 | -3.5% | -$51.21万 | 减仓 |