Cannon Wealth Management Services, LLC
WINSTON SALEM NC · SEC CIK 0002043725
$1.48亿2026Q1 申报市值
85持仓数
48.8%前十大占比 · 第一大 8.5%
5 / 0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
JEPI 加仓+$76.78万
JCPB 加仓+$71.13万
SCHF 加仓+$66.77万
ULST 加仓+$59.25万
AGG 加仓+$57.70万
2026Q1 卖出最多 按季末市值估算
TSLA 减仓-$19.00万
T 减仓-$13.94万
JPST 减仓-$11.17万
PFF 减仓-$8.81万
VUG 减仓-$6.46万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $1,260.55万 | 8.53% | 164,692 | 4,456 | 2.8% | $34.11万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,037.45万 | 7.02% | 220,358 | 15,109 | 7.4% | $71.13万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $807.68万 | 5.46% | 142,750 | 7,274 | 5.4% | $41.16万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $746.22万 | 5.05% | 194,228 | 5,062 | 2.7% | $19.45万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $687.77万 | 4.65% | 261,907 | 9,691 | 3.8% | $25.45万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $578.28万 | 3.91% | 198,177 | 13,682 | 7.4% | $39.92万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $547.62万 | 3.70% | 36,976 | 1,680 | 4.8% | $24.88万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $534.78万 | 3.62% | 115,253 | 3,488 | 3.1% | $16.18万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $523.70万 | 3.54% | 174,159 | 6,459 | 3.9% | $19.42万 | 加仓 |
| AGG | ISHARES TR | $487.64万 | 3.30% | 49,122 | 5,812 | 13.4% | $57.70万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $468.20万 | 3.17% | 124,886 | 10,462 | 9.1% | $39.22万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $440.99万 | 2.98% | 45,041 | 2,350 | 5.5% | $23.01万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $422.83万 | 2.86% | 19,661 | 1,430 | 7.8% | $30.75万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $415.15万 | 2.81% | 27,819 | 1,285 | 4.8% | $19.18万 | 加仓 |
| VO | VANGUARD INDEX FDS | $369.22万 | 2.50% | 12,857 | 285 | 2.3% | $8.18万 | 加仓 |
| AAPL | APPLE INC | $358.38万 | 2.42% | 14,121 | 118 | 0.8% | $2.99万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $356.49万 | 2.41% | 144,035 | 26,978 | 23.0% | $66.77万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $260.27万 | 1.76% | 19,877 | 284 | 1.4% | $3.72万 | 加仓 |
| MINT | PIMCO ETF TR | $248.65万 | 1.68% | 24,724 | 4,749 | 23.8% | $47.76万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $243.53万 | 1.65% | 104,429 | 9,668 | 10.2% | $22.55万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $201.57万 | 1.36% | 49,772 | 14,629 | 41.6% | $59.25万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $192.49万 | 1.30% | 33,960 | 13,547 | 66.4% | $76.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $172.23万 | 1.16% | 4,653 | 40 | 0.9% | $1.48万 | 加仓 |
| AMZN | AMAZON COM INC | $169.62万 | 1.15% | 8,144 | 341 | 4.4% | $7.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $149.72万 | 1.01% | 8,585 | 152 | 1.8% | $2.65万 | 加仓 |
| TSLA | TESLA INC | $135.73万 | 0.92% | 3,651 | -511 | -12.3% | -$19.00万 | 减仓 |
| IVV | ISHARES TR | $133.31万 | 0.90% | 2,041 | -6 | -0.3% | -$3,919 | 减仓 |
| PFF | ISHARES TR | $132.22万 | 0.89% | 43,609 | -2,905 | -6.2% | -$8.81万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $126.23万 | 0.85% | 46,357 | 14,844 | 47.1% | $40.42万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $114.73万 | 0.78% | 7,911 | 654 | 9.0% | $9.48万 | 加仓 |
| VB | VANGUARD INDEX FDS | $114.23万 | 0.77% | 4,361 | 281 | 6.9% | $7.36万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $107.84万 | 0.73% | 38,322 | 5,167 | 15.6% | $14.54万 | 加仓 |
| GOOGL | ALPHABET INC | $105.54万 | 0.71% | 3,670 | 220 | 6.4% | $6.33万 | 加仓 |
| QQQ | INVESCO QQQ TR | $94.18万 | 0.64% | 1,632 | 7 | 0.4% | $4,039 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $92.51万 | 0.63% | 3,785 | -18 | -0.5% | -$4,399 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $79.56万 | 0.54% | 18,703 | -368 | -1.9% | -$1.57万 | 减仓 |
| ENB | ENBRIDGE INC | $78.24万 | 0.53% | 14,452 | -359 | -2.4% | -$1.94万 | 减仓 |
| — | EXXON MOBIL CORP | $70.32万 | 0.48% | 4,145 | -121 | -2.8% | -$2.05万 | 减仓 |
| — | GLOBAL X FDS | $69.61万 | 0.47% | 26,825 | 12,970 | 93.6% | $33.66万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $67.79万 | 0.46% | 13,394 | -2,208 | -14.2% | -$11.17万 | 减仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $60.27万 | 0.41% | 9,372 | -139 | -1.5% | -$8,939 | 减仓 |
| KO | COCA COLA CO | $59.99万 | 0.41% | 7,889 | -376 | -4.5% | -$2.86万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $58.16万 | 0.39% | 14,750 | 3,773 | 34.4% | $14.88万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $55.16万 | 0.37% | 1,719 | -33 | -1.9% | -$1.06万 | 减仓 |
| CAT | CATERPILLAR INC | $54.20万 | 0.37% | 765 | -38 | -4.7% | -$2.69万 | 减仓 |
| SUB | ISHARES TR | $52.64万 | 0.36% | 4,943 | 275 | 5.9% | $2.93万 | 加仓 |
| GOOG | ALPHABET INC | $46.50万 | 0.31% | 1,621 | 35 | 2.2% | $1.00万 | 加仓 |
| FDX | FEDEX CORP | $46.34万 | 0.31% | 1,301 | 471 | 56.7% | $16.78万 | 加仓 |
| META | META PLATFORMS INC | $46.02万 | 0.31% | 804 | 17 | 2.2% | $9,730 | 加仓 |
| V | VISA INC | $44.66万 | 0.30% | 1,478 | -70 | -4.5% | -$2.12万 | 减仓 |
| T | AT&T INC | $42.98万 | 0.29% | 14,827 | -4,808 | -24.5% | -$13.94万 | 减仓 |
| AVGO | BROADCOM INC | $42.81万 | 0.29% | 1,383 | -41 | -2.9% | -$1.27万 | 减仓 |
| MUB | ISHARES TR | $42.23万 | 0.29% | 3,978 | -536 | -11.9% | -$5.69万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $41.38万 | 0.28% | 9,225 | -132 | -1.4% | -$5,920 | 减仓 |
| HEFA | ISHARES TR | $40.61万 | 0.27% | 9,557 | -22 | -0.2% | -$935 | 减仓 |
| LOW | LOWES COS INC | $39.00万 | 0.26% | 1,651 | 12 | 0.7% | $2,835 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $38.95万 | 0.26% | 1,357 | -27 | -2.0% | -$7,749 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.72万 | 0.26% | 808 | 103 | 14.6% | $4.94万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $38.42万 | 0.26% | 11,913 | 11,913 | — | $38.42万 | 新建仓 |
| NRG | NRG ENERGY INC | $36.75万 | 0.25% | 2,515 | 2 | 0.1% | $292 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $34.55万 | 0.23% | 1,175 | 25 | 2.2% | $7,352 | 加仓 |
| GE | GE AEROSPACE | $33.67万 | 0.23% | 1,187 | -8 | -0.7% | -$2,269 | 减仓 |
| SO | SOUTHERN CO | $33.28万 | 0.23% | 3,448 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $33.22万 | 0.22% | 3,007 | 167 | 5.9% | $1.84万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $32.73万 | 0.22% | 2,266 | -19 | -0.8% | -$2,744 | 减仓 |
| MCD | MCDONALDS CORP | $32.29万 | 0.22% | 1,039 | 12 | 1.2% | $3,729 | 加仓 |
| WMT | WALMART INC | $32.10万 | 0.22% | 2,583 | -149 | -5.5% | -$1.85万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $31.88万 | 0.22% | 1,928 | 11 | 0.6% | $1,819 | 加仓 |
| WFC | WELLS FARGO & CO | $29.66万 | 0.20% | 3,726 | 3,726 | — | $29.66万 | 新建仓 |
| NFLX | NETFLIX INC. | $28.06万 | 0.19% | 2,918 | -12 | -0.4% | -$1,154 | 减仓 |
| URI | UNITED RENTALS INC | $26.37万 | 0.18% | 362 | 1 | 0.3% | $729 | 加仓 |
| CSCO | CISCO SYS INC | $26.17万 | 0.18% | 3,372 | 144 | 4.5% | $1.12万 | 加仓 |
| WM | WASTE MGMT INC DEL | $25.46万 | 0.17% | 1,108 | -7 | -0.6% | -$1,609 | 减仓 |
| PGR | PROGRESSIVE CORP | $25.41万 | 0.17% | 1,282 | 18 | 1.4% | $3,568 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $25.05万 | 0.17% | 1,282 | 5 | 0.4% | $977 | 加仓 |
| VUG | VANGUARD INDEX FDS | $24.94万 | 0.17% | 571 | -148 | -20.6% | -$6.46万 | 减仓 |
| IWY | ISHARES TR | $24.76万 | 0.17% | 995 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $23.74万 | 0.16% | 272 | 272 | — | $23.74万 | 新建仓 |
| PEP | PEPSICO INC | $23.26万 | 0.16% | 1,498 | 23 | 1.6% | $3,571 | 加仓 |
| MO | ALTRIA GROUP INC | $21.52万 | 0.15% | 3,261 | 223 | 7.3% | $1.47万 | 重新持有 |
| VLO | VALERO ENERGY CORP | $21.37万 | 0.14% | 865 | 865 | — | $21.37万 | 新建仓 |
| IJH | ISHARES TR | $21.07万 | 0.14% | 3,120 | -368 | -10.6% | -$2.48万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $20.40万 | 0.14% | 6,649 | 6,649 | — | $20.40万 | 新建仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $19.50万 | 0.13% | 18,698 | -1,009 | -5.1% | -$1.05万 | 减仓 |
| — | BLUE RIDGE BANKSHARES INC VA | $4.23万 | 0.03% | 10,080 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QGRO | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |