Cannon Financial Strategists, Inc.
ATHENS GA · SEC CIK 0002031123
$8.79亿2026Q2 申报市值
133持仓数
74.7%前十大占比 · 第一大 15.3%
28 / 4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
DFIC 加仓+$552.10万
CGMU 加仓+$430.76万
TMB 新建仓+$387.99万
SPYG 加仓+$365.66万
CGSM 新建仓+$361.26万
2026Q2 卖出最多 按季末市值估算
ICSH 减仓-$206.36万
AVEM 减仓-$135.95万
CGCB 减仓-$79.21万
SLYV 减仓-$75.47万
VIOV 减仓-$37.92万
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 |
|---|---|---|---|---|---|---|---|---|
| EFG | ISHARES TR | $235.65万 | 0.27% | 18,940 | -147 | -0.8% | -$1.83万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $237.94万 | 0.27% | 4,755 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $246.74万 | 0.28% | 19,871 | -917 | -4.4% | -$11.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $254.82万 | 0.29% | 6,831 | 4,294 | 169.3% | $160.18万 | 加仓 |
| MUB | ISHARES TR | $272.55万 | 0.31% | 25,325 | -3,311 | -11.6% | -$35.63万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $276.02万 | 0.31% | 68,644 | -2,383 | -3.4% | -$9.58万 | 减仓 |
| TIP | ISHARES TR | $279.11万 | 0.32% | 25,506 | 9,767 | 62.1% | $106.88万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $285.82万 | 0.33% | 111,085 | 33,269 | 42.8% | $85.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $289.57万 | 0.33% | 4,216 | 10 | 0.2% | $6,868 | 加仓 |
| IMTB | ISHARES TR | $315.80万 | 0.36% | 72,412 | 45,291 | 167.0% | $197.52万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $315.99万 | 0.36% | 72,459 | 3,563 | 5.2% | $15.54万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $317.21万 | 0.36% | 62,715 | 4,418 | 7.6% | $22.35万 | 加仓 |
| IVV | ISHARES TR | $324.96万 | 0.37% | 4,339 | -8 | -0.2% | -$5,991 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $361.26万 | 0.41% | 136,919 | 136,919 | — | $361.26万 | 新建仓 |
| VLUE | ISHARES TR | $376.26万 | 0.43% | 18,831 | 51 | 0.3% | $1.02万 | 加仓 |
| TMB | THORNBURG ETF TR | $387.99万 | 0.44% | 153,054 | 153,054 | — | $387.99万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $402.61万 | 0.46% | 109,286 | -1,067 | -1.0% | -$3.93万 | 减仓 |
| KO | COCA COLA CO | $448.49万 | 0.51% | 55,185 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $497.97万 | 0.57% | 103,207 | 1,102 | 1.1% | $5.32万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $838.96万 | 0.95% | 34,527 | 589 | 1.7% | $14.31万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $839.99万 | 0.96% | 305,784 | 156,810 | 105.3% | $430.76万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $873.74万 | 0.99% | 96,238 | -93 | -0.1% | -$8,443 | 减仓 |
| ICSH | ISHARES TR | $943.81万 | 1.07% | 186,598 | -40,798 | -17.9% | -$206.36万 | 减仓 |
| USRT | ISHARES TR | $1,410.38万 | 1.61% | 212,247 | 3,209 | 1.5% | $21.32万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,711.14万 | 1.95% | 145,840 | -3,232 | -2.2% | -$37.92万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,758.98万 | 2.00% | 671,881 | -30,255 | -4.3% | -$79.21万 | 减仓 |
| EMB | ISHARES TR | $1,906.98万 | 2.17% | 197,737 | 8,861 | 4.7% | $85.46万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,407.02万 | 2.74% | 269,845 | 7,688 | 2.9% | $68.58万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,648.49万 | 3.01% | 71,573 | 1,156 | 1.6% | $42.78万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,104.41万 | 3.53% | 321,733 | -14,090 | -4.2% | -$135.95万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $3,155.53万 | 3.59% | 1,228,789 | 76,072 | 6.6% | $195.35万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,409.92万 | 3.88% | 395,858 | 1,268 | 0.3% | $10.92万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $5,342.62万 | 6.08% | 696,561 | 39,093 | 5.9% | $299.84万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1.03亿 | 11.74% | 1,130,339 | 228 | 0.0% | $2.08万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.09亿 | 12.38% | 914,234 | 30,730 | 3.5% | $365.66万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $1.09亿 | 12.43% | 1,001,138 | -6,917 | -0.7% | -$75.47万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.34亿 | 15.28% | 3,603,650 | 148,175 | 4.3% | $552.10万 | 加仓 |