Cannon Financial Strategists, Inc.
ATHENS GA · SEC CIK 0002031123
$7.61亿2026Q1 申报市值
109持仓数
75.8%前十大占比 · 第一大 16.1%
11 / 2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
SPYG 加仓+$627.25万
CGCB 加仓+$505.72万
BIV 加仓+$465.01万
CGMU 新建仓+$404.47万
AVLV 加仓+$373.97万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$75.48万
AVEM 减仓-$70.96万
AMGN 减仓-$28.01万
BLK 清仓-$22.48万
TRMK 清仓-$20.02万
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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -210 | -100.0% | -$22.48万 | 清仓 |
| TRMK | TRUSTMARK CORP | $0 | 0.00% | 0 | -5,139 | -100.0% | -$20.02万 | 清仓 |
| — | HEARTBEAM INC | $8.88万 | 0.01% | 72,788 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $9.26万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | SUPERIOR GROUP OF CO INC | $12.18万 | 0.02% | 11,992 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $20.12万 | 0.03% | 6,591 | 6,591 | — | $20.12万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $20.29万 | 0.03% | 2,185 | 2,185 | — | $20.29万 | 新建仓 |
| EFV | ISHARES TR | $20.33万 | 0.03% | 2,734 | 2,734 | — | $20.33万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $20.71万 | 0.03% | 5,000 | 5,000 | — | $20.71万 | 新建仓 |
| IWD | ISHARES TR | $21.70万 | 0.03% | 1,015 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $22.53万 | 0.03% | 1,629 | 1,629 | — | $22.53万 | 新建仓 |
| LOW | LOWES COS INC | $23.16万 | 0.03% | 980 | 33 | 3.5% | $7,799 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $23.36万 | 0.03% | 5,997 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $23.61万 | 0.03% | 781 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $23.79万 | 0.03% | 9,611 | 9,611 | — | $23.79万 | 新建仓 |
| IWN | ISHARES TR | $23.98万 | 0.03% | 1,265 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $24.58万 | 0.03% | 2,498 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $24.75万 | 0.03% | 1,889 | 1,889 | — | $24.75万 | 新建仓 |
| T | AT&T INC | $25.03万 | 0.03% | 8,635 | 0 | 0.0% | — | 不变 |
| EMHC | SPDR SERIES TRUST | $25.17万 | 0.03% | 10,150 | 93 | 0.9% | $2,306 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $25.36万 | 0.03% | 12,706 | 12,706 | — | $25.36万 | 新建仓 |
| QUAL | ISHARES TR | $26.20万 | 0.03% | 1,366 | 4 | 0.3% | $767 | 加仓 |
| TXN | TEXAS INSTRS INC | $26.50万 | 0.03% | 1,365 | -4 | -0.3% | -$776 | 减仓 |
| IWV | ISHARES TR | $26.80万 | 0.04% | 723 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $27.62万 | 0.04% | 277 | 18 | 6.9% | $1.79万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $29.63万 | 0.04% | 3,946 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.72万 | 0.04% | 1,226 | 6 | 0.5% | $1,454 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $31.31万 | 0.04% | 3,949 | 7 | 0.2% | $555 | 加仓 |
| NVDA | NVIDIA CORPORATION | $31.37万 | 0.04% | 1,799 | 244 | 15.7% | $4.26万 | 加仓 |
| GIS | GENERAL MILLS INC | $32.62万 | 0.04% | 8,765 | -53 | -0.6% | -$1,973 | 减仓 |
| LLY | ELI LILLY & CO | $32.79万 | 0.04% | 356 | 8 | 2.3% | $7,367 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $33.02万 | 0.04% | 1,720 | 206 | 13.6% | $3.95万 | 加仓 |
| IUSG | ISHARES TR | $34.43万 | 0.05% | 2,220 | 2 | 0.1% | $310 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $35.47万 | 0.05% | 12,176 | 3,091 | 34.0% | $9.00万 | 加仓 |
| EFIV | SPDR SERIES TRUST | $36.30万 | 0.05% | 5,755 | 5,755 | — | $36.30万 | 新建仓 |
| HSY | HERSHEY CO | $36.71万 | 0.05% | 1,766 | 6 | 0.3% | $1,247 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $38.43万 | 0.05% | 11,414 | 11 | 0.1% | $370 | 加仓 |
| SUB | ISHARES TR | $39.81万 | 0.05% | 3,738 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $41.15万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $43.13万 | 0.06% | 1,226 | -796 | -39.4% | -$28.01万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $44.45万 | 0.06% | 19,141 | 9,007 | 88.9% | $20.91万 | 加仓 |
| GOOG | ALPHABET INC | $44.72万 | 0.06% | 1,559 | -30 | -1.9% | -$8,606 | 减仓 |
| ABT | ABBOTT LABORATORIES | $44.79万 | 0.06% | 4,363 | 2 | 0.0% | $205 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $45.50万 | 0.06% | 1,268 | 0 | 0.0% | — | 不变 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $47.03万 | 0.06% | 21,050 | 21,050 | — | $47.03万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $47.39万 | 0.06% | 1,611 | 52 | 3.3% | $1.53万 | 加仓 |
| CVX | CHEVRON CORPORATION | $47.68万 | 0.06% | 2,305 | 982 | 74.2% | $20.32万 | 加仓 |
| GLD | SPDR GOLD TR | $49.78万 | 0.07% | 1,157 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $50.38万 | 0.07% | 4,188 | 73 | 1.8% | $8,781 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $50.93万 | 0.07% | 15,190 | 3,632 | 31.4% | $12.18万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $54.32万 | 0.07% | 15,327 | 910 | 6.3% | $3.23万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $54.93万 | 0.07% | 2,554 | 22 | 0.9% | $4,732 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $58.86万 | 0.08% | 6,636 | 47 | 0.7% | $4,169 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $67.27万 | 0.09% | 2,752 | 66 | 2.5% | $1.61万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $68.15万 | 0.09% | 14,282 | 3,282 | 29.8% | $15.66万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $86.97万 | 0.11% | 10,000 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $90.00万 | 0.12% | 6,873 | 33 | 0.5% | $4,321 | 加仓 |
| ABBV | ABBVIE INC | $90.65万 | 0.12% | 4,168 | 27 | 0.7% | $5,872 | 加仓 |
| MSFT | MICROSOFT CORP | $93.91万 | 0.12% | 2,537 | 129 | 5.4% | $4.77万 | 加仓 |
| WMT | WALMART INC | $94.33万 | 0.12% | 7,590 | 621 | 8.9% | $7.72万 | 加仓 |
| IBDR | ISHARES TR | $98.26万 | 0.13% | 40,536 | 244 | 0.6% | $5,915 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $100.66万 | 0.13% | 18,623 | 457 | 2.5% | $2.47万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $108.46万 | 0.14% | 7,509 | -28 | -0.4% | -$4,044 | 减仓 |
| VTV | VANGUARD INDEX FDS | $109.73万 | 0.14% | 5,593 | -370 | -6.2% | -$7.26万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $111.12万 | 0.15% | 24,341 | 14,127 | 138.3% | $64.49万 | 加仓 |
| — | EXXON MOBIL CORP | $112.31万 | 0.15% | 6,620 | 1,650 | 33.2% | $27.99万 | 加仓 |
| AAPL | APPLE INC | $113.01万 | 0.15% | 4,453 | -2,974 | -40.0% | -$75.48万 | 减仓 |
| IMTB | ISHARES TR | $118.84万 | 0.16% | 27,121 | 709 | 2.7% | $3.11万 | 加仓 |
| HD | HOME DEPOT INC | $124.91万 | 0.16% | 3,798 | -267 | -6.6% | -$8.78万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $132.68万 | 0.17% | 20,705 | 410 | 2.0% | $2.63万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $135.88万 | 0.18% | 54,958 | 426 | 0.8% | $1.05万 | 加仓 |
| IBDS | ISHARES TR | $141.76万 | 0.19% | 58,483 | 376 | 0.6% | $9,114 | 加仓 |
| IBTG | ISHARES TR | $144.72万 | 0.19% | 63,153 | 355 | 0.6% | $8,135 | 加仓 |
| IBTH | ISHARES TR | $144.86万 | 0.19% | 64,583 | 341 | 0.5% | $7,649 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $166.11万 | 0.22% | 46,515 | 1,774 | 4.0% | $6.33万 | 加仓 |
| TIP | ISHARES TR | $173.70万 | 0.23% | 15,739 | -210 | -1.3% | -$2.32万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $176.23万 | 0.23% | 22,854 | 826 | 3.7% | $6.37万 | 加仓 |
| SO | SOUTHERN CO | $177.72万 | 0.23% | 18,413 | 3,524 | 23.7% | $34.01万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $200.69万 | 0.26% | 77,816 | 48,358 | 164.2% | $124.72万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $202.23万 | 0.27% | 3,110 | -7 | -0.2% | -$4,552 | 减仓 |
| EFG | ISHARES TR | $212.57万 | 0.28% | 19,087 | -27 | -0.1% | -$3,007 | 减仓 |
| IWF | ISHARES TR | $221.61万 | 0.29% | 5,197 | -142 | -2.7% | -$6.06万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $227.86万 | 0.30% | 4,755 | 491 | 11.5% | $23.53万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $240.50万 | 0.32% | 71,027 | 4,784 | 7.2% | $16.20万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $251.34万 | 0.33% | 4,206 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $267.04万 | 0.35% | 18,780 | -98 | -0.5% | -$1.39万 | 减仓 |
| IVV | ISHARES TR | $283.93万 | 0.37% | 4,347 | 548 | 14.4% | $35.79万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $290.84万 | 0.38% | 58,297 | 5,500 | 10.4% | $27.44万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $300.32万 | 0.39% | 68,896 | 2,241 | 3.4% | $9.77万 | 加仓 |
| MUB | ISHARES TR | $303.97万 | 0.40% | 28,636 | -220 | -0.8% | -$2.34万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $374.87万 | 0.49% | 110,353 | 59,950 | 118.9% | $203.65万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $404.47万 | 0.53% | 148,974 | 148,974 | — | $404.47万 | 新建仓 |
| KO | COCA COLA CO | $419.69万 | 0.55% | 55,185 | -2,556 | -4.4% | -$19.44万 | 减仓 |
| ISTB | ISHARES TR | $494.80万 | 0.65% | 102,105 | 18,309 | 21.8% | $88.73万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $737.30万 | 0.97% | 33,938 | 158 | 0.5% | $3.43万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $761.59万 | 1.00% | 96,331 | 8,727 | 10.0% | $69.00万 | 加仓 |
| ICSH | ISHARES TR | $1,151.08万 | 1.51% | 227,396 | 14,390 | 6.8% | $72.84万 | 加仓 |
| USRT | ISHARES TR | $1,237.30万 | 1.63% | 209,038 | 4,759 | 2.3% | $28.17万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,516.65万 | 1.99% | 149,072 | -843 | -0.6% | -$8.58万 | 减仓 |
| EMB | ISHARES TR | $1,774.11万 | 2.33% | 188,876 | 6,503 | 3.6% | $61.08万 | 加仓 |