13F 机构持仓

Cannon Financial Strategists, Inc.

ATHENS GA · SEC CIK 0002031123

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$8.79亿2026Q2
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

DFIC 15.3%
SLYV 12.4%
SPYG 12.4%
AVLV 11.7%
BIV 6.1%
VUG 3.9%
SPIP 3.6%
AVEM 3.5%
VTI 3.0%
AVDE 2.7%

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
— DIMENSIONAL ETF TRUST $31.53万0.04%8,128 8,128— $31.53万 新建仓
HSY HERSHEY CO $30.98万0.04%1,766 00.0% — 不变
IWV ISHARES TR $30.83万0.04%723 00.0% — 不变
WFC WELLS FARGO & CO $29.75万0.03%3,600 3,600— $29.75万 新建仓
NFLX NETFLIX INC. $29.62万0.03%4,148 4,148— $29.62万 新建仓
VBK VANGUARD INDEX FDS $28.56万0.03%781 00.0% — 不变
IWN ISHARES TR $27.98万0.03%1,265 00.0% — 不变
UPS UNITED PARCEL SVCS INC $26.85万0.03%2,498 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $26.50万0.03%9,567 -44-0.5% -$1,219 减仓
VT VANGUARD INTL EQUITY INDEX F $26.44万0.03%1,685 563.4% $8,787 加仓
AER AERCAP HOLDINGS NV $26.30万0.03%1,804 -1,196-39.9% -$17.44万 减仓
PFE PFIZER INC $26.23万0.03%10,892 10,892— $26.23万 新建仓
EMHC SPDR SERIES TRUST $26.19万0.03%10,295 1451.4% $3,689 加仓
FSMB FIRST TR EXCH TRADED FD III $25.40万0.03%12,706 00.0% — 不变
DFAI DIMENSIONAL ETF TRUST $25.02万0.03%6,066 691.2% $2,846 加仓
XLK SELECT SECTOR SPDR TR $24.85万0.03%1,304 1,304— $24.85万 新建仓
IWD ISHARES TR $24.62万0.03%1,015 00.0% — 不变
PEP PEPSICO INC $24.32万0.03%1,796 1,796— $24.32万 新建仓
MS MORGAN STANLEY $23.85万0.03%1,141 1,141— $23.85万 新建仓
DAL DELTA AIR LINES INC $23.72万0.03%2,533 2,533— $23.72万 新建仓
GE GE AEROSPACE $23.71万0.03%634 634— $23.71万 新建仓
USB US BANCORP $23.24万0.03%3,848 3,848— $23.24万 新建仓
SCHX SCHWAB STRATEGIC TR $22.71万0.03%7,717 7,717— $22.71万 新建仓
IJR ISHARES TR $22.59万0.03%1,523 1,523— $22.59万 新建仓
VCSH VANGUARD SCOTTSDALE FDS $22.21万0.03%2,811 -1,138-28.8% -$8.99万 减仓
IJH ISHARES TR $21.80万0.02%2,827 2,827— $21.80万 新建仓
WPM WHEATON PRECIOUS METALS CORP $21.22万0.02%1,889 00.0% — 不变
EFV ISHARES TR $20.93万0.02%2,734 00.0% — 不变
LOW LOWES COS INC $20.89万0.02%947 -33-3.4% -$7,278 减仓
— SUPERIOR GROUP OF CO INC $15.73万0.02%11,992 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST INC $9.24万0.01%20,000 00.0% — 不变
— TURN THERAPEUTICS INC $7.30万0.01%10,000 10,000— $7.30万 新建仓
— HEARTBEAM INC $5.46万0.01%72,788 00.0% — 不变
T AT&T INC $00.00%0 -8,635-100.0% -$25.03万 清仓
UBSI UNITED BANKSHARES INC WEST V $00.00%0 -5,000-100.0% -$20.71万 清仓
NEE NEXTERA ENERGY INC $00.00%0 -2,185-100.0% -$20.29万 清仓
KGC KINROSS GOLD CORP $00.00%0 -6,591-100.0% -$20.12万 清仓