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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | $127.15万 | 0.51% | 14,873 | 1,002 | 7.2% | $8.57万 | 加仓 |
| MATX | MATSON INC | $127.30万 | 0.51% | 6,622 | -55 | -0.8% | -$1.06万 | 减仓 |
| KO | COCA COLA CO | $128.41万 | 0.52% | 15,800 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $129.82万 | 0.52% | 14,408 | -336 | -2.3% | -$3.03万 | 减仓 |
| WMT | WALMART INC | $131.23万 | 0.53% | 11,586 | -313 | -2.6% | -$3.55万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $140.53万 | 0.57% | 18,762 | -1,202 | -6.0% | -$9.00万 | 减仓 |
| HYDB | ISHARES TR | $146.56万 | 0.59% | 31,335 | 2,666 | 9.3% | $12.47万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $146.87万 | 0.59% | 1,570 | -253 | -13.9% | -$23.67万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $153.67万 | 0.62% | 18,600 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $176.56万 | 0.71% | 4,940 | 66 | 1.4% | $2.36万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $178.83万 | 0.72% | 2,395 | 141 | 6.3% | $10.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $194.37万 | 0.78% | 5,938 | -47 | -0.8% | -$1.54万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $229.92万 | 0.93% | 54,317 | 2,186 | 4.2% | $9.25万 | 加仓 |
| VV | VANGUARD INDEX FDS | $233.48万 | 0.94% | 6,789 | -51 | -0.7% | -$1.75万 | 减仓 |
| CVX | CHEVRON CORPORATION | $235.68万 | 0.95% | 14,218 | 244 | 1.7% | $4.04万 | 加仓 |
| GLD | SPDR GOLD TR | $248.51万 | 1.00% | 6,746 | -255 | -3.6% | -$9.39万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $264.57万 | 1.07% | 5,065 | 61 | 1.2% | $3.19万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $266.45万 | 1.07% | 97,492 | -7,064 | -6.8% | -$19.31万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $274.01万 | 1.10% | 33,153 | -350 | -1.0% | -$2.89万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $274.10万 | 1.11% | 66,690 | 2,004 | 3.1% | $8.24万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $277.34万 | 1.12% | 9,863 | 33 | 0.3% | $9,279 | 加仓 |
| AVGO | BROADCOM INC | $281.07万 | 1.13% | 7,441 | -78 | -1.0% | -$2.95万 | 减仓 |
| — | EXXON MOBIL CORP | $281.97万 | 1.14% | 20,624 | -280 | -1.3% | -$3.83万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $290.12万 | 1.17% | 77,344 | 2,298 | 3.1% | $8.62万 | 加仓 |
| LQD | ISHARES TR | $322.06万 | 1.30% | 29,528 | 785 | 2.7% | $8.56万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $334.75万 | 1.35% | 34,714 | 693 | 2.0% | $6.68万 | 加仓 |
| MSFT | MICROSOFT CORP | $380.52万 | 1.53% | 10,201 | -80 | -0.8% | -$2.98万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $383.70万 | 1.55% | 19,176 | -761 | -3.8% | -$15.23万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $388.66万 | 1.57% | 82,343 | 4,026 | 5.1% | $19.00万 | 加仓 |
| IWM | ISHARES TR | $397.64万 | 1.60% | 13,235 | -109 | -0.8% | -$3.27万 | 减仓 |
| VDE | VANGUARD WORLD FD | $398.15万 | 1.61% | 26,520 | 56 | 0.2% | $8,407 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $413.68万 | 1.67% | 26,357 | 163 | 0.6% | $2.56万 | 加仓 |
| VO | VANGUARD INDEX FDS | $439.85万 | 1.77% | 54,593 | 2,369 | 4.5% | $19.09万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $448.64万 | 1.81% | 86,794 | 982 | 1.1% | $5.08万 | 加仓 |
| HYS | PIMCO ETF TR | $454.47万 | 1.83% | 48,596 | 1,579 | 3.4% | $14.77万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $520.71万 | 2.10% | 117,067 | 9,763 | 9.1% | $43.43万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $621.97万 | 2.51% | 26,286 | 21 | 0.1% | $4,969 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $704.40万 | 2.84% | 14,077 | -1,165 | -7.6% | -$58.30万 | 减仓 |
| QQQ | INVESCO QQQ TR | $719.51万 | 2.90% | 9,771 | 1,949 | 24.9% | $143.52万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $732.52万 | 2.95% | 10,666 | 301 | 2.9% | $20.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $911.61万 | 3.68% | 24,635 | 268 | 1.1% | $9.92万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $979.80万 | 3.95% | 258,114 | 16,793 | 7.0% | $63.75万 | 加仓 |
| AMZN | AMAZON COM INC | $1,069.98万 | 4.31% | 44,893 | -907 | -2.0% | -$21.62万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,121.82万 | 4.52% | 155,205 | 213 | 0.1% | $1.54万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,228.46万 | 4.95% | 249,281 | 9,975 | 4.2% | $49.16万 | 加仓 |
| AAPL | APPLE INC | $1,597.35万 | 6.44% | 55,203 | -592 | -1.1% | -$17.13万 | 减仓 |