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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $36.85万 | 0.17% | 644 | -863 | -57.3% | -$49.37万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $36.82万 | 0.17% | 4,337 | 6 | 0.1% | $509 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $36.43万 | 0.16% | 12,354 | 12,354 | — | $36.43万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $35.24万 | 0.16% | 1,955 | -49 | -2.4% | -$8,832 | 减仓 |
| — | FLAHERTY & CRUMRINE TOTAL RE | $34.51万 | 0.16% | 20,790 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $34.20万 | 0.15% | 1,264 | -5 | -0.4% | -$1,353 | 减仓 |
| IGSB | ISHARES TR | $33.64万 | 0.15% | 6,401 | 1,315 | 25.9% | $6.91万 | 加仓 |
| FAST | FASTENAL CO | $32.51万 | 0.15% | 7,007 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $30.83万 | 0.14% | 10,634 | 113 | 1.1% | $3,276 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $30.74万 | 0.14% | 3,125 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $30.09万 | 0.14% | 9,400 | 559 | 6.3% | $1.79万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $29.42万 | 0.13% | 3,829 | -201 | -5.0% | -$1.54万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $29.12万 | 0.13% | 848 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $26.57万 | 0.12% | 3,241 | -700 | -17.8% | -$5.74万 | 减仓 |
| DIS | DISNEY WALT CO | $26.52万 | 0.12% | 2,752 | -433 | -13.6% | -$4.17万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $26.52万 | 0.12% | 3,312 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $26.50万 | 0.12% | 7,119 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $26.17万 | 0.12% | 9,873 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $26.01万 | 0.12% | 610 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $25.95万 | 0.12% | 1,979 | 53 | 2.8% | $6,949 | 加仓 |
| IVV | ISHARES TR | $25.80万 | 0.12% | 395 | 1 | 0.3% | $653 | 加仓 |
| GM | GENERAL MTRS CO | $25.58万 | 0.12% | 3,433 | -100 | -2.8% | -$7,450 | 减仓 |
| MET | METLIFE INC | $24.95万 | 0.11% | 3,528 | 928 | 35.7% | $6.56万 | 重新持有 |
| VHT | VANGUARD WORLD FD | $24.60万 | 0.11% | 903 | 3 | 0.3% | $817 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $24.19万 | 0.11% | 2,137 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $23.98万 | 0.11% | 645 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $23.97万 | 0.11% | 1,156 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $22.76万 | 0.10% | 802 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $21.44万 | 0.10% | 7,634 | 7,634 | — | $21.44万 | 新建仓 |
| CSCO | CISCO SYS INC | $21.24万 | 0.10% | 2,737 | 2,737 | — | $21.24万 | 新建仓 |
| FDX | FEDEX CORP | $21.19万 | 0.10% | 595 | 595 | — | $21.19万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $21.12万 | 0.10% | 1,026 | 3 | 0.3% | $617 | 加仓 |
| USB | US BANCORP | $21.07万 | 0.09% | 4,052 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $21.01万 | 0.09% | 6,267 | 6,267 | — | $21.01万 | 新建仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $12.39万 | 0.06% | 14,436 | 14,436 | — | $12.39万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -18,456 | -100.0% | -$85.43万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,318 | -100.0% | -$23.43万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -2,600 | -100.0% | -$20.63万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,105 | -100.0% | -$20.00万 | 清仓 |