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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $0 | 0.00% | 0 | -8,635 | -100.0% | -$25.03万 | 清仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $0 | 0.00% | 0 | -5,000 | -100.0% | -$20.71万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,185 | -100.0% | -$20.29万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -6,591 | -100.0% | -$20.12万 | 清仓 |
| — | HEARTBEAM INC | $5.46万 | 0.01% | 72,788 | 0 | 0.0% | — | 不变 |
| — | TURN THERAPEUTICS INC | $7.30万 | 0.01% | 10,000 | 10,000 | — | $7.30万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $9.24万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | SUPERIOR GROUP OF CO INC | $15.73万 | 0.02% | 11,992 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $20.89万 | 0.02% | 947 | -33 | -3.4% | -$7,278 | 减仓 |
| EFV | ISHARES TR | $20.93万 | 0.02% | 2,734 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $21.22万 | 0.02% | 1,889 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $21.80万 | 0.02% | 2,827 | 2,827 | — | $21.80万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $22.21万 | 0.03% | 2,811 | -1,138 | -28.8% | -$8.99万 | 减仓 |
| IJR | ISHARES TR | $22.59万 | 0.03% | 1,523 | 1,523 | — | $22.59万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $22.71万 | 0.03% | 7,717 | 7,717 | — | $22.71万 | 新建仓 |
| USB | US BANCORP | $23.24万 | 0.03% | 3,848 | 3,848 | — | $23.24万 | 新建仓 |
| GE | GE AEROSPACE | $23.71万 | 0.03% | 634 | 634 | — | $23.71万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $23.72万 | 0.03% | 2,533 | 2,533 | — | $23.72万 | 新建仓 |
| MS | MORGAN STANLEY | $23.85万 | 0.03% | 1,141 | 1,141 | — | $23.85万 | 新建仓 |
| PEP | PEPSICO INC | $24.32万 | 0.03% | 1,796 | 1,796 | — | $24.32万 | 新建仓 |
| IWD | ISHARES TR | $24.62万 | 0.03% | 1,015 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $24.85万 | 0.03% | 1,304 | 1,304 | — | $24.85万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $25.02万 | 0.03% | 6,066 | 69 | 1.2% | $2,846 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $25.40万 | 0.03% | 12,706 | 0 | 0.0% | — | 不变 |
| EMHC | SPDR SERIES TRUST | $26.19万 | 0.03% | 10,295 | 145 | 1.4% | $3,689 | 加仓 |
| PFE | PFIZER INC | $26.23万 | 0.03% | 10,892 | 10,892 | — | $26.23万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $26.30万 | 0.03% | 1,804 | -1,196 | -39.9% | -$17.44万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $26.44万 | 0.03% | 1,685 | 56 | 3.4% | $8,787 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $26.50万 | 0.03% | 9,567 | -44 | -0.5% | -$1,219 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $26.85万 | 0.03% | 2,498 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $27.98万 | 0.03% | 1,265 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $28.56万 | 0.03% | 781 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $29.62万 | 0.03% | 4,148 | 4,148 | — | $29.62万 | 新建仓 |
| WFC | WELLS FARGO & CO | $29.75万 | 0.03% | 3,600 | 3,600 | — | $29.75万 | 新建仓 |
| IWV | ISHARES TR | $30.83万 | 0.04% | 723 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $30.98万 | 0.04% | 1,766 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $31.53万 | 0.04% | 8,128 | 8,128 | — | $31.53万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $31.63万 | 0.04% | 1,851 | 1,851 | — | $31.63万 | 新建仓 |
| SUB | ISHARES TR | $32.98万 | 0.04% | 3,097 | -641 | -17.1% | -$6.83万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $33.05万 | 0.04% | 3,946 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $34.45万 | 0.04% | 1,570 | 204 | 14.9% | $4.48万 | 加仓 |
| GIS | GENERAL MILLS INC | $36.33万 | 0.04% | 10,440 | 1,675 | 19.1% | $5.83万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $36.61万 | 0.04% | 1,720 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $37.51万 | 0.04% | 1,672 | 1,672 | — | $37.51万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $38.15万 | 0.04% | 2,302 | -3 | -0.1% | -$497 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $39.09万 | 0.04% | 11,158 | -256 | -2.2% | -$8,968 | 减仓 |
| USHY | ISHARES TR | $39.15万 | 0.04% | 10,575 | 10,575 | — | $39.15万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $39.84万 | 0.05% | 4,391 | 28 | 0.6% | $2,541 | 加仓 |
| TXN | TEXAS INSTRS INC | $40.68万 | 0.05% | 1,365 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $41.84万 | 0.05% | 2,091 | 292 | 16.2% | $5.84万 | 加仓 |
| EFIV | SPDR SERIES TRUST | $41.97万 | 0.05% | 5,755 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $42.31万 | 0.05% | 2,250 | 30 | 1.4% | $5,642 | 加仓 |
| LLY | ELI LILLY & CO | $42.51万 | 0.05% | 354 | -2 | -0.6% | -$2,402 | 减仓 |
| GLD | SPDR GOLD TR | $42.62万 | 0.05% | 1,157 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $42.70万 | 0.05% | 12,618 | 442 | 3.6% | $1.50万 | 加仓 |
| AMGN | AMGEN INC | $44.39万 | 0.05% | 1,226 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $44.44万 | 0.05% | 19,214 | 73 | 0.4% | $1,688 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $46.24万 | 0.05% | 15,327 | 0 | 0.0% | — | 不变 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $47.49万 | 0.05% | 21,307 | 257 | 1.2% | $5,729 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $48.38万 | 0.06% | 1,721 | 495 | 40.4% | $13.92万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $48.39万 | 0.06% | 15,135 | -55 | -0.4% | -$1,758 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $48.61万 | 0.06% | 421 | 421 | — | $48.61万 | 新建仓 |
| GLW | CORNING INC | $51.80万 | 0.06% | 2,028 | 2,028 | — | $51.80万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $52.77万 | 0.06% | 1,612 | 1 | 0.1% | $327 | 加仓 |
| GOOG | ALPHABET INC | $55.08万 | 0.06% | 1,559 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $55.18万 | 0.06% | 4,294 | 106 | 2.5% | $1.36万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $55.33万 | 0.06% | 5,737 | -899 | -13.5% | -$8.67万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $57.46万 | 0.07% | 14,282 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $60.44万 | 0.07% | 2,554 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $62.77万 | 0.07% | 1,268 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $65.37万 | 0.07% | 1,534 | 1,534 | — | $65.37万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $67.58万 | 0.08% | 722 | 445 | 160.6% | $41.65万 | 加仓 |
| PSX | PHILLIPS 66 | $68.03万 | 0.08% | 4,024 | 4,024 | — | $68.03万 | 新建仓 |
| CAT | CATERPILLAR INC | $68.69万 | 0.08% | 645 | 645 | — | $68.69万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $75.81万 | 0.09% | 5,989 | -884 | -12.9% | -$11.19万 | 减仓 |
| AVGO | BROADCOM INC | $77.25万 | 0.09% | 2,045 | 2,045 | — | $77.25万 | 新建仓 |
| IJJ | ISHARES TR | $78.33万 | 0.09% | 5,302 | 5,302 | — | $78.33万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $82.59万 | 0.09% | 3,252 | 500 | 18.2% | $12.70万 | 加仓 |
| WMT | WALMART INC | $85.67万 | 0.10% | 7,564 | -26 | -0.3% | -$2,945 | 减仓 |
| RTX | RTX CORPORATION | $86.63万 | 0.10% | 4,566 | 4,566 | — | $86.63万 | 新建仓 |
| — | EXXON MOBIL CORP | $90.11万 | 0.10% | 6,591 | -29 | -0.4% | -$3,965 | 减仓 |
| IBDR | ISHARES TR | $98.81万 | 0.11% | 40,778 | 242 | 0.6% | $5,864 | 加仓 |
| IJT | ISHARES TR | $100.53万 | 0.11% | 5,629 | 5,629 | — | $100.53万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $110.11万 | 0.13% | 7,509 | 0 | 0.0% | — | 不变 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $111.03万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $111.55万 | 0.13% | 18,689 | 66 | 0.4% | $3,940 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $117.26万 | 0.13% | 47,552 | -7,406 | -13.5% | -$18.26万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $122.72万 | 0.14% | 5,631 | 38 | 0.7% | $8,282 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $122.76万 | 0.14% | 24,362 | 21 | 0.1% | $1,058 | 加仓 |
| HD | HOME DEPOT INC | $133.77万 | 0.15% | 3,793 | -5 | -0.1% | -$1,763 | 减仓 |
| AAPL | APPLE INC | $141.73万 | 0.16% | 4,898 | 445 | 10.0% | $12.88万 | 加仓 |
| IBDS | ISHARES TR | $142.58万 | 0.16% | 58,868 | 385 | 0.7% | $9,325 | 加仓 |
| IBTH | ISHARES TR | $145.33万 | 0.17% | 64,967 | 384 | 0.6% | $8,590 | 加仓 |
| IBTG | ISHARES TR | $145.38万 | 0.17% | 63,514 | 361 | 0.6% | $8,263 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $160.51万 | 0.18% | 22,528 | 1,823 | 8.8% | $12.99万 | 加仓 |
| SO | SOUTHERN CO | $163.35万 | 0.19% | 17,067 | -1,346 | -7.3% | -$12.88万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $184.74万 | 0.21% | 46,722 | 207 | 0.4% | $8,185 | 加仓 |
| VXUS | VANGUARD STAR FDS | $195.24万 | 0.22% | 22,838 | -16 | -0.1% | -$1,368 | 减仓 |
| ABBV | ABBVIE INC | $210.61万 | 0.24% | 8,369 | 4,201 | 100.8% | $105.72万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $220.42万 | 0.25% | 2,952 | -158 | -5.1% | -$11.80万 | 减仓 |