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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,416.02万 | 6.38% | 55,795 | -2,018 | -3.5% | -$51.21万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,018.01万 | 4.59% | 239,306 | 13,487 | 6.0% | $57.37万 | 加仓 |
| AMZN | AMAZON COM INC | $953.88万 | 4.30% | 45,800 | -1,339 | -2.8% | -$27.89万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $950.41万 | 4.28% | 154,992 | 3,882 | 2.6% | $23.80万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $830.39万 | 3.74% | 241,321 | 47,538 | 24.5% | $163.58万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $781.72万 | 3.52% | 24,367 | 122 | 0.5% | $3.91万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $730.40万 | 3.29% | 15,242 | 373 | 2.5% | $17.87万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $619.37万 | 2.79% | 10,365 | 465 | 4.7% | $27.79万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $564.85万 | 2.55% | 26,265 | 716 | 2.8% | $15.40万 | 加仓 |
| VDE | VANGUARD WORLD FD | $457.93万 | 2.06% | 26,464 | -15 | -0.1% | -$2,596 | 减仓 |
| QQQ | INVESCO QQQ TR | $451.45万 | 2.03% | 7,822 | -68 | -0.9% | -$3.92万 | 减仓 |
| HYS | PIMCO ETF TR | $438.53万 | 1.98% | 47,017 | 2,215 | 4.9% | $20.66万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $412.26万 | 1.86% | 107,304 | 11,936 | 12.5% | $45.86万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $387.18万 | 1.75% | 85,812 | 3,999 | 4.9% | $18.04万 | 加仓 |
| MSFT | MICROSOFT CORP | $380.57万 | 1.72% | 10,281 | 1,176 | 12.9% | $43.53万 | 加仓 |
| VO | VANGUARD INDEX FDS | $374.94万 | 1.69% | 13,056 | 606 | 4.9% | $17.40万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $362.32万 | 1.63% | 26,194 | -198 | -0.8% | -$2.74万 | 减仓 |
| — | EXXON MOBIL CORP | $354.67万 | 1.60% | 20,904 | -960 | -4.4% | -$16.29万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $347.71万 | 1.57% | 19,937 | 97 | 0.5% | $1.69万 | 加仓 |
| IWM | ISHARES TR | $330.94万 | 1.49% | 13,344 | -142 | -1.1% | -$3.52万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $314.76万 | 1.42% | 78,317 | 14,151 | 22.1% | $56.87万 | 加仓 |
| LQD | ISHARES TR | $313.27万 | 1.41% | 28,743 | 825 | 3.0% | $8.99万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $301.76万 | 1.36% | 34,021 | 2,579 | 8.2% | $22.88万 | 加仓 |
| GLD | SPDR GOLD TR | $301.24万 | 1.36% | 7,001 | -2,783 | -28.4% | -$119.75万 | 减仓 |
| CVX | CHEVRON CORPORATION | $289.11万 | 1.30% | 13,974 | 14 | 0.1% | $2,897 | 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 |
| VCIT | VANGUARD SCOTTSDALE FDS | $277.23万 | 1.25% | 33,503 | 2,113 | 6.7% | $17.48万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $269.42万 | 1.21% | 75,046 | 6,548 | 9.6% | $23.51万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $238.26万 | 1.07% | 9,830 | 50 | 0.5% | $1.21万 | 加仓 |
| AVGO | BROADCOM INC | $232.73万 | 1.05% | 7,519 | 38 | 0.5% | $1.18万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $231.78万 | 1.04% | 5,004 | 58 | 1.2% | $2.69万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $230.22万 | 1.04% | 64,686 | 1,957 | 3.1% | $6.96万 | 加仓 |
| VV | VANGUARD INDEX FDS | $204.40万 | 0.92% | 6,840 | 344 | 5.3% | $10.28万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $181.65万 | 0.82% | 1,823 | -1,436 | -44.1% | -$143.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $176.05万 | 0.79% | 5,985 | 9 | 0.2% | $2,647 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $173.96万 | 0.78% | 52,131 | 12,460 | 31.4% | $41.58万 | 加仓 |
| COP | CONOCOPHILLIPS | $151.61万 | 0.68% | 11,486 | 205 | 1.8% | $2.71万 | 加仓 |
| WMT | WALMART INC | $147.88万 | 0.67% | 11,899 | -306 | -2.5% | -$3.80万 | 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 |
| SPLV | INVESCO EXCH TRADED FD TR II | $146.02万 | 0.66% | 19,964 | -701 | -3.4% | -$5.13万 | 减仓 |
| GOOGL | ALPHABET INC | $140.16万 | 0.63% | 4,874 | 76 | 1.6% | $2.19万 | 加仓 |
| HYDB | ISHARES TR | $133.37万 | 0.60% | 28,669 | 2,734 | 10.5% | $12.72万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $126.38万 | 0.57% | 3,100 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $120.16万 | 0.54% | 15,800 | 110 | 0.7% | $8,366 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $114.86万 | 0.52% | 4,699 | 11 | 0.2% | $2,689 | 加仓 |
| SDY | SPDR SERIES TRUST | $113.83万 | 0.51% | 7,800 | 91 | 1.2% | $1.33万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $110.86万 | 0.50% | 14,744 | 77 | 0.5% | $5,790 | 加仓 |
| PFF | ISHARES TR | $109.93万 | 0.50% | 36,256 | 4,667 | 14.8% | $14.15万 | 加仓 |
| MATX | MATSON INC | $109.46万 | 0.49% | 6,677 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $106.96万 | 0.48% | 13,871 | 3,088 | 28.6% | $23.81万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $104.62万 | 0.47% | 11,101 | 927 | 9.1% | $8.74万 | 加仓 |
| SNA | SNAP ON INC | $98.76万 | 0.45% | 2,719 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $98.07万 | 0.44% | 4,042 | -57 | -1.4% | -$1.38万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $96.90万 | 0.44% | 6,709 | 43 | 0.6% | $6,211 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $95.77万 | 0.43% | 18,923 | -4,821 | -20.3% | -$24.40万 | 减仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $90.30万 | 0.41% | 44,992 | -2,088 | -4.4% | -$4.19万 | 减仓 |
| WM | WASTE MGMT INC DEL | $90.10万 | 0.41% | 3,921 | 12 | 0.3% | $2,757 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $89.68万 | 0.40% | 18,863 | 3,316 | 21.3% | $15.76万 | 加仓 |
| XHB | SPDR SERIES TRUST | $87.55万 | 0.39% | 8,869 | 230 | 2.7% | $2.27万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $84.80万 | 0.38% | 3,258 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $84.30万 | 0.38% | 4,392 | 4,392 | — | $84.30万 | 新建仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $83.51万 | 0.38% | 24,691 | -3,228 | -11.6% | -$10.92万 | 减仓 |
| SHEL | SHELL PLC | $77.44万 | 0.35% | 8,327 | -450 | -5.1% | -$4.18万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $76.66万 | 0.35% | 5,177 | -491 | -8.7% | -$7.27万 | 减仓 |
| VPU | VANGUARD WORLD FD | $75.63万 | 0.34% | 3,817 | -107 | -2.7% | -$2.12万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $73.02万 | 0.33% | 7,931 | -87 | -1.1% | -$8,010 | 减仓 |
| VDC | VANGUARD WORLD FD | $72.62万 | 0.33% | 3,233 | 16 | 0.5% | $3,594 | 加仓 |
| MCD | MCDONALDS CORP | $71.73万 | 0.32% | 2,308 | -20 | -0.9% | -$6,216 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $70.35万 | 0.32% | 8,534 | 347 | 4.2% | $2.86万 | 加仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $70.15万 | 0.32% | 73,688 | -3,969 | -5.1% | -$3.78万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $68.43万 | 0.31% | 9,620 | 693 | 7.8% | $4.93万 | 加仓 |
| HD | HOME DEPOT INC | $67.98万 | 0.31% | 2,067 | -22 | -1.1% | -$7,236 | 减仓 |
| BX | BLACKSTONE INC | $66.31万 | 0.30% | 5,767 | -17 | -0.3% | -$1,955 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $63.63万 | 0.29% | 70,782 | -4,735 | -6.3% | -$4.26万 | 减仓 |
| DE | DEERE & CO | $62.81万 | 0.28% | 1,115 | 100 | 9.9% | $5.63万 | 加仓 |
| CMI | CUMMINS INC | $62.41万 | 0.28% | 1,160 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $61.23万 | 0.28% | 2,709 | 1 | 0.0% | $226 | 加仓 |
| RTX | RTX CORPORATION | $58.45万 | 0.26% | 3,030 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $57.33万 | 0.26% | 4,766 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $56.23万 | 0.25% | 1,467 | -18 | -1.2% | -$6,900 | 减仓 |
| TMSL | T ROWE PRICE ETF INC | $55.50万 | 0.25% | 15,134 | -15 | -0.1% | -$550 | 减仓 |
| LLY | ELI LILLY & CO | $53.25万 | 0.24% | 579 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $52.98万 | 0.24% | 3,133 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $52.84万 | 0.24% | 19,462 | 3,340 | 20.7% | $9.07万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $52.41万 | 0.24% | 10,441 | 375 | 3.7% | $1.88万 | 加仓 |
| V | VISA INC | $51.63万 | 0.23% | 1,708 | -72 | -4.0% | -$2.18万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $50.96万 | 0.23% | 2,505 | 135 | 5.7% | $2.75万 | 加仓 |
| C | CITIGROUP INC | $50.84万 | 0.23% | 4,483 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $49.81万 | 0.22% | 703 | -80 | -10.2% | -$5.67万 | 减仓 |
| HYD | VANECK ETF TRUST | $48.28万 | 0.22% | 9,629 | 1,886 | 24.4% | $9.46万 | 加仓 |
| PSX | PHILLIPS 66 | $47.40万 | 0.21% | 2,602 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $47.23万 | 0.21% | 5,933 | 808 | 15.8% | $6.43万 | 加仓 |
| O | REALTY INCOME CORP | $46.74万 | 0.21% | 7,639 | 0 | 0.0% | — | 不变 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $45.53万 | 0.21% | 29,396 | -943 | -3.1% | -$1.46万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $44.69万 | 0.20% | 3,640 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $43.93万 | 0.20% | 2,020 | -91 | -4.3% | -$1.98万 | 减仓 |
| SHLD | GLOBAL X FDS | $42.14万 | 0.19% | 5,949 | 267 | 4.7% | $1.89万 | 加仓 |
| GOOG | ALPHABET INC | $41.77万 | 0.19% | 1,456 | 581 | 66.4% | $16.67万 | 加仓 |
| MDT | MEDTRONIC PLC | $40.05万 | 0.18% | 4,622 | 250 | 5.7% | $2.17万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $38.65万 | 0.17% | 1,144 | -65 | -5.4% | -$2.20万 | 减仓 |