Cannon Wealth Management Services, LLC
WINSTON SALEM NC · SEC CIK 0002043725
$1.83亿2026Q2 申报市值
99持仓数
46.6%前十大占比 · 第一大 8.1%
12 / 2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
SPMO 新建仓+$654.95万
SHW 新建仓+$445.31万
FELG 加仓+$307.20万
CGCB 加仓+$128.61万
CGUS 加仓+$93.59万
2026Q2 卖出最多 按季末市值估算
FDX 清仓-$46.34万
SNDA 减仓-$26.36万
PEP 清仓-$23.26万
SPSB 减仓-$21.03万
SPYV 减仓-$17.55万
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 |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -1,301 | -100.0% | -$46.34万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,498 | -100.0% | -$23.26万 | 清仓 |
| — | BLUE RIDGE BANKSHARES INC VA | $3.56万 | 0.02% | 10,080 | 0 | 0.0% | — | 不变 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $16.10万 | 0.09% | 16,579 | -2,119 | -11.3% | -$2.06万 | 减仓 |
| MO | ALTRIA GROUP INC | $20.17万 | 0.11% | 2,803 | -458 | -14.0% | -$3.30万 | 减仓 |
| TFC | TRUIST FINL CORP | $20.54万 | 0.11% | 4,123 | -47 | -1.1% | -$2,342 | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $20.61万 | 0.11% | 6,499 | -150 | -2.3% | -$4,756 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $21.33万 | 0.12% | 7,248 | 7,248 | — | $21.33万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.47万 | 0.12% | 763 | 763 | — | $21.47万 | 新建仓 |
| LLY | ELI LILLY & CO | $21.59万 | 0.12% | 180 | 180 | — | $21.59万 | 新建仓 |
| NFLX | NETFLIX INC. | $21.85万 | 0.12% | 3,060 | 142 | 4.9% | $1.01万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $22.06万 | 0.12% | 1,869 | -31 | -1.6% | -$3,660 | 重新持有 |
| IJH | ISHARES TR | $22.18万 | 0.12% | 2,876 | -244 | -7.8% | -$1.88万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $22.25万 | 0.12% | 5,453 | -6,460 | -54.2% | -$26.36万 | 减仓 |
| VLO | VALERO ENERGY CORP | $22.37万 | 0.12% | 859 | -6 | -0.7% | -$1,563 | 减仓 |
| IUSG | ISHARES TR | $22.42万 | 0.12% | 1,192 | -178 | -13.0% | -$3.35万 | 重新持有 |
| IJK | ISHARES TR | $22.72万 | 0.12% | 1,934 | 1,934 | — | $22.72万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $23.64万 | 0.13% | 327 | 327 | — | $23.64万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $24.43万 | 0.13% | 1,096 | -12 | -1.1% | -$2,675 | 减仓 |
| KLAC | KLA CORP | $25.65万 | 0.14% | 850 | 850 | — | $25.65万 | 新建仓 |
| ABBV | ABBVIE INC | $25.88万 | 0.14% | 1,028 | 109 | 11.9% | $2.74万 | 重新持有 |
| NSC | NORFOLK SOUTHN CORP | $27.72万 | 0.15% | 881 | -476 | -35.1% | -$14.97万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $27.85万 | 0.15% | 1,286 | 4 | 0.3% | $866 | 加仓 |
| PGR | PROGRESSIVE CORP | $28.11万 | 0.15% | 1,287 | 5 | 0.4% | $1,092 | 加仓 |
| MCD | MCDONALDS CORP | $28.54万 | 0.16% | 1,056 | 17 | 1.6% | $4,595 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.60万 | 0.16% | 4,014 | 4,014 | — | $28.60万 | 新建仓 |
| IWY | ISHARES TR | $28.92万 | 0.16% | 995 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $29.51万 | 0.16% | 3,426 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $29.99万 | 0.16% | 14,489 | -338 | -2.3% | -$6,997 | 减仓 |
| WMT | WALMART INC | $30.52万 | 0.17% | 2,695 | 112 | 4.3% | $1.27万 | 加仓 |
| WFC | WELLS FARGO & CO | $31.46万 | 0.17% | 3,807 | 81 | 2.2% | $6,694 | 加仓 |
| GEV | GE VERNOVA INC | $32.07万 | 0.18% | 273 | 1 | 0.4% | $1,175 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $32.44万 | 0.18% | 2,600 | -407 | -13.5% | -$5.08万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $32.73万 | 0.18% | 2,232 | -34 | -1.5% | -$4,986 | 减仓 |
| SO | SOUTHERN CO | $33.10万 | 0.18% | 3,458 | 10 | 0.3% | $957 | 加仓 |
| CSCO | CISCO SYS INC | $35.11万 | 0.19% | 2,989 | -383 | -11.4% | -$4.50万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $35.66万 | 0.20% | 1,971 | 43 | 2.2% | $7,779 | 加仓 |
| DIVO | AMPLIFY ETF TR | $38.70万 | 0.21% | 8,469 | -756 | -8.2% | -$3.46万 | 减仓 |
| NRG | NRG ENERGY INC | $38.86万 | 0.21% | 2,661 | 146 | 5.8% | $2.13万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $39.59万 | 0.22% | 1,210 | 35 | 3.0% | $1.15万 | 加仓 |
| URI | UNITED RENTALS INC | $42.37万 | 0.23% | 374 | 12 | 3.3% | $1.36万 | 加仓 |
| GE | GE AEROSPACE | $42.42万 | 0.23% | 1,135 | -52 | -4.4% | -$1.94万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.70万 | 0.23% | 735 | 735 | — | $42.70万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.44万 | 0.24% | 868 | 60 | 7.4% | $3.00万 | 加仓 |
| MUB | ISHARES TR | $44.25万 | 0.24% | 4,112 | 134 | 3.4% | $1.44万 | 加仓 |
| HEFA | ISHARES TR | $44.58万 | 0.24% | 9,500 | -57 | -0.6% | -$2,675 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $48.02万 | 0.26% | 416 | 416 | — | $48.02万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $49.45万 | 0.27% | 9,777 | 9,777 | — | $49.45万 | 新建仓 |
| V | VISA INC | $50.01万 | 0.27% | 1,458 | -20 | -1.4% | -$6,861 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $51.25万 | 0.28% | 11,881 | -2,869 | -19.5% | -$12.38万 | 减仓 |
| AVGO | BROADCOM INC | $52.09万 | 0.29% | 1,379 | -4 | -0.3% | -$1,511 | 减仓 |
| META | META PLATFORMS INC | $54.43万 | 0.30% | 966 | 162 | 20.1% | $9.13万 | 加仓 |
| — | EXXON MOBIL CORP | $56.89万 | 0.31% | 4,161 | 16 | 0.4% | $2,188 | 加仓 |
| LOW | LOWES COS INC | $57.18万 | 0.31% | 2,593 | 942 | 57.1% | $20.77万 | 加仓 |
| GOOG | ALPHABET INC | $57.24万 | 0.31% | 1,620 | -1 | -0.1% | -$353 | 减仓 |
| VTI | VANGUARD INDEX FDS | $62.44万 | 0.34% | 1,687 | -32 | -1.9% | -$1.18万 | 减仓 |
| SUB | ISHARES TR | $62.44万 | 0.34% | 5,865 | 922 | 18.7% | $9.82万 | 加仓 |
| KO | COCA COLA CO | $64.01万 | 0.35% | 7,876 | -13 | -0.2% | -$1,057 | 减仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $69.48万 | 0.38% | 9,373 | 1 | 0.0% | $74 | 加仓 |
| ENB | ENBRIDGE INC | $84.41万 | 0.46% | 15,570 | 1,118 | 7.7% | $6.06万 | 加仓 |
| CAT | CATERPILLAR INC | $86.79万 | 0.47% | 815 | 50 | 6.5% | $5.32万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $87.39万 | 0.48% | 17,281 | 3,887 | 29.0% | $19.66万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $88.00万 | 0.48% | 17,857 | -846 | -4.5% | -$4.17万 | 减仓 |
| — | GLOBAL X FDS | $91.69万 | 0.50% | 30,251 | 3,426 | 12.8% | $10.38万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $95.22万 | 0.52% | 3,749 | -36 | -1.0% | -$9,144 | 减仓 |
| QQQ | INVESCO QQQ TR | $115.81万 | 0.63% | 1,573 | -59 | -3.6% | -$4.34万 | 减仓 |
| GOOGL | ALPHABET INC | $116.48万 | 0.64% | 3,259 | -411 | -11.2% | -$14.69万 | 减仓 |
| PFF | ISHARES TR | $121.18万 | 0.66% | 39,743 | -3,866 | -8.9% | -$11.79万 | 减仓 |
| VB | VANGUARD INDEX FDS | $131.29万 | 0.72% | 4,331 | -30 | -0.7% | -$9,094 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $134.60万 | 0.74% | 49,250 | 2,893 | 6.2% | $7.91万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $147.29万 | 0.81% | 8,657 | 746 | 9.4% | $12.69万 | 加仓 |
| TSLA | TESLA INC | $151.08万 | 0.83% | 3,592 | -59 | -1.6% | -$2.48万 | 减仓 |
| IVV | ISHARES TR | $151.21万 | 0.83% | 2,019 | -22 | -1.1% | -$1.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $167.08万 | 0.91% | 8,350 | -235 | -2.7% | -$4.70万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $175.72万 | 0.96% | 51,478 | 13,156 | 34.3% | $44.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $191.24万 | 1.05% | 5,127 | 474 | 10.2% | $17.68万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $198.13万 | 1.08% | 35,080 | 1,120 | 3.3% | $6.33万 | 加仓 |
| AMZN | AMAZON COM INC | $199.90万 | 1.09% | 8,387 | 243 | 3.0% | $5.79万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $217.12万 | 1.19% | 53,709 | 3,937 | 7.9% | $15.92万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $244.64万 | 1.34% | 104,368 | -61 | -0.1% | -$1,430 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $250.96万 | 1.37% | 19,826 | -51 | -0.3% | -$6,456 | 减仓 |
| MINT | PIMCO ETF TR | $263.97万 | 1.44% | 26,185 | 1,461 | 5.9% | $14.73万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $412.24万 | 2.26% | 148,825 | 4,790 | 3.3% | $13.27万 | 加仓 |
| VO | VANGUARD INDEX FDS | $418.83万 | 2.29% | 51,984 | 556 | 1.1% | $4.48万 | 加仓 |
| AAPL | APPLE INC | $422.20万 | 2.31% | 14,591 | 470 | 3.3% | $13.60万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $445.31万 | 2.44% | 12,933 | 12,933 | — | $445.31万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $468.77万 | 2.56% | 19,811 | 150 | 0.8% | $3.55万 | 加仓 |
| AGG | ISHARES TR | $497.34万 | 2.72% | 50,246 | 1,124 | 2.3% | $11.13万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $501.62万 | 2.74% | 167,151 | -7,008 | -4.0% | -$21.03万 | 减仓 |
| VFQY | VANGUARD WELLINGTON FD | $533.64万 | 2.92% | 31,337 | 3,518 | 12.6% | $59.91万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $549.56万 | 3.01% | 46,186 | 1,145 | 2.5% | $13.62万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $565.73万 | 3.10% | 195,013 | -3,164 | -1.6% | -$9.18万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $583.45万 | 3.19% | 36,920 | -56 | -0.2% | -$8,850 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $615.22万 | 3.37% | 120,750 | 5,497 | 4.8% | $28.01万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $654.95万 | 3.58% | 40,544 | 40,544 | — | $654.95万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $814.28万 | 4.46% | 311,032 | 49,125 | 18.8% | $128.61万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $850.23万 | 4.65% | 139,863 | -2,887 | -2.0% | -$17.55万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $853.57万 | 4.67% | 195,102 | 70,216 | 56.2% | $307.20万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $957.52万 | 5.24% | 215,270 | 21,042 | 10.8% | $93.59万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,127.54万 | 6.17% | 240,208 | 19,850 | 9.0% | $93.18万 | 加仓 |