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 |
|---|---|---|---|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | $1.34亿 | 15.28% | 3,603,650 | 148,175 | 4.3% | $552.10万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $1.09亿 | 12.43% | 1,001,138 | -6,917 | -0.7% | -$75.47万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1.09亿 | 12.38% | 914,234 | 30,730 | 3.5% | $365.66万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1.03亿 | 11.74% | 1,130,339 | 228 | 0.0% | $2.08万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $5,342.62万 | 6.08% | 696,561 | 39,093 | 5.9% | $299.84万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,409.92万 | 3.88% | 395,858 | 1,268 | 0.3% | $10.92万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $3,155.53万 | 3.59% | 1,228,789 | 76,072 | 6.6% | $195.35万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,104.41万 | 3.53% | 321,733 | -14,090 | -4.2% | -$135.95万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,648.49万 | 3.01% | 71,573 | 1,156 | 1.6% | $42.78万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,407.02万 | 2.74% | 269,845 | 7,688 | 2.9% | $68.58万 | 加仓 |
| EMB | ISHARES TR | $1,906.98万 | 2.17% | 197,737 | 8,861 | 4.7% | $85.46万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,758.98万 | 2.00% | 671,881 | -30,255 | -4.3% | -$79.21万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,711.14万 | 1.95% | 145,840 | -3,232 | -2.2% | -$37.92万 | 减仓 |
| USRT | ISHARES TR | $1,410.38万 | 1.61% | 212,247 | 3,209 | 1.5% | $21.32万 | 加仓 |
| ICSH | ISHARES TR | $943.81万 | 1.07% | 186,598 | -40,798 | -17.9% | -$206.36万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $873.74万 | 0.99% | 96,238 | -93 | -0.1% | -$8,443 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $839.99万 | 0.96% | 305,784 | 156,810 | 105.3% | $430.76万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $838.96万 | 0.95% | 34,527 | 589 | 1.7% | $14.31万 | 加仓 |
| ISTB | ISHARES TR | $497.97万 | 0.57% | 103,207 | 1,102 | 1.1% | $5.32万 | 加仓 |
| KO | COCA COLA CO | $448.49万 | 0.51% | 55,185 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $402.61万 | 0.46% | 109,286 | -1,067 | -1.0% | -$3.93万 | 减仓 |
| TMB | THORNBURG ETF TR | $387.99万 | 0.44% | 153,054 | 153,054 | — | $387.99万 | 新建仓 |
| VLUE | ISHARES TR | $376.26万 | 0.43% | 18,831 | 51 | 0.3% | $1.02万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $361.26万 | 0.41% | 136,919 | 136,919 | — | $361.26万 | 新建仓 |
| IVV | ISHARES TR | $324.96万 | 0.37% | 4,339 | -8 | -0.2% | -$5,991 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $317.21万 | 0.36% | 62,715 | 4,418 | 7.6% | $22.35万 | 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 |
| IMTB | ISHARES TR | $315.80万 | 0.36% | 72,412 | 45,291 | 167.0% | $197.52万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $289.57万 | 0.33% | 4,216 | 10 | 0.2% | $6,868 | 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 |
| TIP | ISHARES TR | $279.11万 | 0.32% | 25,506 | 9,767 | 62.1% | $106.88万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $276.02万 | 0.31% | 68,644 | -2,383 | -3.4% | -$9.58万 | 减仓 |
| MUB | ISHARES TR | $272.55万 | 0.31% | 25,325 | -3,311 | -11.6% | -$35.63万 | 减仓 |
| MSFT | MICROSOFT CORP | $254.82万 | 0.29% | 6,831 | 4,294 | 169.3% | $160.18万 | 加仓 |
| IWF | ISHARES TR | $246.74万 | 0.28% | 19,871 | -917 | -4.4% | -$11.39万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $237.94万 | 0.27% | 4,755 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $235.65万 | 0.27% | 18,940 | -147 | -0.8% | -$1.83万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $220.42万 | 0.25% | 2,952 | -158 | -5.1% | -$11.80万 | 减仓 |
| ABBV | ABBVIE INC | $210.61万 | 0.24% | 8,369 | 4,201 | 100.8% | $105.72万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $195.24万 | 0.22% | 22,838 | -16 | -0.1% | -$1,368 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $184.74万 | 0.21% | 46,722 | 207 | 0.4% | $8,185 | 加仓 |
| SO | SOUTHERN CO | $163.35万 | 0.19% | 17,067 | -1,346 | -7.3% | -$12.88万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $160.51万 | 0.18% | 22,528 | 1,823 | 8.8% | $12.99万 | 加仓 |
| IBTG | ISHARES TR | $145.38万 | 0.17% | 63,514 | 361 | 0.6% | $8,263 | 加仓 |
| IBTH | ISHARES TR | $145.33万 | 0.17% | 64,967 | 384 | 0.6% | $8,590 | 加仓 |
| IBDS | ISHARES TR | $142.58万 | 0.16% | 58,868 | 385 | 0.7% | $9,325 | 加仓 |
| AAPL | APPLE INC | $141.73万 | 0.16% | 4,898 | 445 | 10.0% | $12.88万 | 加仓 |
| HD | HOME DEPOT INC | $133.77万 | 0.15% | 3,793 | -5 | -0.1% | -$1,763 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $122.76万 | 0.14% | 24,362 | 21 | 0.1% | $1,058 | 加仓 |
| VTV | VANGUARD INDEX FDS | $122.72万 | 0.14% | 5,631 | 38 | 0.7% | $8,282 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $117.26万 | 0.13% | 47,552 | -7,406 | -13.5% | -$18.26万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $111.55万 | 0.13% | 18,689 | 66 | 0.4% | $3,940 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $111.03万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $110.11万 | 0.13% | 7,509 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $100.53万 | 0.11% | 5,629 | 5,629 | — | $100.53万 | 新建仓 |
| IBDR | ISHARES TR | $98.81万 | 0.11% | 40,778 | 242 | 0.6% | $5,864 | 加仓 |
| — | EXXON MOBIL CORP | $90.11万 | 0.10% | 6,591 | -29 | -0.4% | -$3,965 | 减仓 |
| RTX | RTX CORPORATION | $86.63万 | 0.10% | 4,566 | 4,566 | — | $86.63万 | 新建仓 |
| WMT | WALMART INC | $85.67万 | 0.10% | 7,564 | -26 | -0.3% | -$2,945 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $82.59万 | 0.09% | 3,252 | 500 | 18.2% | $12.70万 | 加仓 |
| IJJ | ISHARES TR | $78.33万 | 0.09% | 5,302 | 5,302 | — | $78.33万 | 新建仓 |
| AVGO | BROADCOM INC | $77.25万 | 0.09% | 2,045 | 2,045 | — | $77.25万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $75.81万 | 0.09% | 5,989 | -884 | -12.9% | -$11.19万 | 减仓 |
| CAT | CATERPILLAR INC | $68.69万 | 0.08% | 645 | 645 | — | $68.69万 | 新建仓 |
| PSX | PHILLIPS 66 | $68.03万 | 0.08% | 4,024 | 4,024 | — | $68.03万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $67.58万 | 0.08% | 722 | 445 | 160.6% | $41.65万 | 加仓 |
| ETN | EATON CORP PLC | $65.37万 | 0.07% | 1,534 | 1,534 | — | $65.37万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $62.77万 | 0.07% | 1,268 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $60.44万 | 0.07% | 2,554 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $57.46万 | 0.07% | 14,282 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $55.33万 | 0.06% | 5,737 | -899 | -13.5% | -$8.67万 | 减仓 |
| MRK | MERCK & CO INC | $55.18万 | 0.06% | 4,294 | 106 | 2.5% | $1.36万 | 加仓 |
| GOOG | ALPHABET INC | $55.08万 | 0.06% | 1,559 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $52.77万 | 0.06% | 1,612 | 1 | 0.1% | $327 | 加仓 |
| GLW | CORNING INC | $51.80万 | 0.06% | 2,028 | 2,028 | — | $51.80万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $48.61万 | 0.06% | 421 | 421 | — | $48.61万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $48.39万 | 0.06% | 15,135 | -55 | -0.4% | -$1,758 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $48.38万 | 0.06% | 1,721 | 495 | 40.4% | $13.92万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $47.49万 | 0.05% | 21,307 | 257 | 1.2% | $5,729 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $46.24万 | 0.05% | 15,327 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $44.44万 | 0.05% | 19,214 | 73 | 0.4% | $1,688 | 加仓 |
| AMGN | AMGEN INC | $44.39万 | 0.05% | 1,226 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $42.70万 | 0.05% | 12,618 | 442 | 3.6% | $1.50万 | 加仓 |
| GLD | SPDR GOLD TR | $42.62万 | 0.05% | 1,157 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $42.51万 | 0.05% | 354 | -2 | -0.6% | -$2,402 | 减仓 |
| IUSG | ISHARES TR | $42.31万 | 0.05% | 2,250 | 30 | 1.4% | $5,642 | 加仓 |
| EFIV | SPDR SERIES TRUST | $41.97万 | 0.05% | 5,755 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $41.84万 | 0.05% | 2,091 | 292 | 16.2% | $5.84万 | 加仓 |
| TXN | TEXAS INSTRS INC | $40.68万 | 0.05% | 1,365 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $39.84万 | 0.05% | 4,391 | 28 | 0.6% | $2,541 | 加仓 |
| USHY | ISHARES TR | $39.15万 | 0.04% | 10,575 | 10,575 | — | $39.15万 | 新建仓 |
| DFIS | DIMENSIONAL ETF TRUST | $39.09万 | 0.04% | 11,158 | -256 | -2.2% | -$8,968 | 减仓 |
| CVX | CHEVRON CORPORATION | $38.15万 | 0.04% | 2,302 | -3 | -0.1% | -$497 | 减仓 |
| DOV | DOVER CORP | $37.51万 | 0.04% | 1,672 | 1,672 | — | $37.51万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $36.61万 | 0.04% | 1,720 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $36.33万 | 0.04% | 10,440 | 1,675 | 19.1% | $5.83万 | 加仓 |
| QUAL | ISHARES TR | $34.45万 | 0.04% | 1,570 | 204 | 14.9% | $4.48万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $33.05万 | 0.04% | 3,946 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $32.98万 | 0.04% | 3,097 | -641 | -17.1% | -$6.83万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $31.63万 | 0.04% | 1,851 | 1,851 | — | $31.63万 | 新建仓 |