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
IGSB ISHARES TR $36.36万0.15%6,937 5368.4% $2.81万 加仓
MDT MEDTRONIC PLC $36.04万0.15%4,607 -15-0.3% -$1,173 减仓
— FLAHERTY & CRUMRINE TOTAL RE $35.14万0.14%20,790 00.0% — 不变
FAST FASTENAL CO $34.68万0.14%7,221 2143.1% $1.03万 加仓
CMG CHIPOTLE MEXICAN GRILL INC $34.01万0.14%10,004 6046.4% $2.05万 加仓
DLR DIGITAL RLTY TR INC $33.60万0.14%1,871 -84-4.3% -$1.51万 减仓
LRCX LAM RESEARCH CORP $33.28万0.13%768 768— $33.28万 新建仓
UPS UNITED PARCEL SVCS INC $31.44万0.13%2,925 -200-6.4% -$2.15万 减仓
IWF ISHARES TR $30.30万0.12%2,440 00.0% — 不变
TSLA TESLA INC $30.24万0.12%719 7411.5% $3.11万 加仓
HON HONEYWELL INTL INC $30.09万0.12%1,344 -1,365-50.4% -$30.56万 减仓
GE GE AEROSPACE $29.97万0.12%802 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $29.96万0.12%3,312 00.0% — 不变
GD GENERAL DYNAMICS CORP $29.92万0.12%845 -3-0.4% -$1,062 减仓
VTC VANGUARD SCOTTSDALE FDS $29.72万0.12%3,870 411.1% $3,149 加仓
HONA HONEYWELL AEROSPACE INC $29.69万0.12%1,343 1,343— $29.69万 新建仓
IVV ISHARES TR $29.63万0.12%396 10.3% $748 加仓
AMAT APPLIED MATLS INC $28.31万0.11%392 392— $28.31万 新建仓
ALL ALLSTATE CORP $27.51万0.11%1,156 00.0% — 不变
TOST TOAST INC $27.47万0.11%9,873 00.0% — 不变
MET METLIFE INC $27.31万0.11%3,228 -300-8.5% -$2.54万 减仓
ROK ROCKWELL AUTOMATION INC $27.23万0.11%550 00.0% — 重新持有
AEP AMERICAN ELEC PWR CO INC $27.21万0.11%1,989 100.5% $1,368 加仓
VHT VANGUARD WORLD FD $27.10万0.11%906 30.3% $897 加仓
DIS DISNEY WALT CO $26.49万0.11%2,752 00.0% — 不变
CSCO CISCO SYS INC $26.28万0.11%2,237 -500-18.3% -$5.87万 减仓
VXF VANGUARD INDEX FDS $25.32万0.10%1,028 20.2% $493 加仓
META META PLATFORMS INC $25.01万0.10%444 -200-31.1% -$11.27万 减仓
XLP SELECT SECTOR SPDR TR $24.85万0.10%2,991 -250-7.7% -$2.08万 减仓
GM GENERAL MTRS CO $24.15万0.10%3,133 -300-8.7% -$2.31万 减仓
GIS GENERAL MILLS INC $24.13万0.10%6,934 -185-2.6% -$6,438 减仓
ED CONSOLIDATED EDISON INC $23.64万0.10%2,137 00.0% — 不变
INTC INTEL CORP $22.91万0.09%1,640 1,640— $22.91万 新建仓
CGCP CAPITAL GRP FIXED INCM ETF T $22.28万0.09%9,994 9,994— $22.28万 新建仓
T AT&T INC $21.78万0.09%10,521 -113-1.1% -$2,339 减仓
BA BOEING CO $21.21万0.09%980 980— $21.21万 新建仓
PM PHILIP MORRIS INTL INC $21.20万0.09%1,172 1,172— $21.20万 新建仓
VUG VANGUARD INDEX FDS $20.73万0.08%2,406 2,406— $20.73万 新建仓
SGOV ISHARES TR $20.65万0.08%2,051 2,051— $20.65万 新建仓
AMGN AMGEN INC $20.10万0.08%555 555— $20.10万 新建仓
XPCQX PIMCO CALIF MUN INCOME FD $12.95万0.05%14,436 00.0% — 不变
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