Capstone Wealth Management Group LLC
Bend OR · SEC CIK 0002059649
$1.63亿2026Q1 申报市值
123持仓数
37.2%前十大占比 · 第一大 6.1%
5 / 12新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMAT 新建仓+$24.05万
ENTG 新建仓+$22.04万
VIGI 新建仓+$21.43万
FDX 新建仓+$20.46万
DUK 新建仓+$20.14万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$142.91万
NVDA 减仓-$65.68万
GOOG 减仓-$46.85万
LASR 减仓-$31.36万
LRCX 减仓-$28.12万
2026Q1 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 | -9,977 | -100.0% | -$24.78万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,080 | -100.0% | -$24.68万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -2,648 | -100.0% | -$24.48万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,500 | -100.0% | -$24.30万 | 清仓 |
| GGLL | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -2,505 | -100.0% | -$24.27万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -4,345 | -100.0% | -$23.90万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -6,720 | -100.0% | -$22.88万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -855 | -100.0% | -$20.72万 | 清仓 |
| XHLF | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -4,041 | -100.0% | -$20.30万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -2,648 | -100.0% | -$20.30万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,178 | -100.0% | -$20.15万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -609 | -100.0% | -$20.10万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $7.03万 | 0.04% | 10,235 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $20.14万 | 0.12% | 1,538 | 1,538 | — | $20.14万 | 新建仓 |
| FDX | FEDEX CORP | $20.46万 | 0.13% | 575 | 575 | — | $20.46万 | 新建仓 |
| EFA | ISHARES TR | $20.48万 | 0.13% | 2,108 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $20.70万 | 0.13% | 1,433 | 10 | 0.7% | $1,444 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $21.43万 | 0.13% | 2,423 | 2,423 | — | $21.43万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $21.66万 | 0.13% | 4,720 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $22.04万 | 0.14% | 1,880 | 1,880 | — | $22.04万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $22.17万 | 0.14% | 1,092 | -107 | -8.9% | -$2.17万 | 重新持有 |
| PAVE | GLOBAL X FDS | $22.50万 | 0.14% | 4,429 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $22.59万 | 0.14% | 2,131 | 3 | 0.1% | $318 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $23.67万 | 0.15% | 1,995 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $24.05万 | 0.15% | 704 | 704 | — | $24.05万 | 新建仓 |
| CCJ | CAMECO CORP | $24.17万 | 0.15% | 2,225 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $24.64万 | 0.15% | 8,776 | -84 | -0.9% | -$2,359 | 减仓 |
| — | INVESCO DB US DLR INDEX TR | $25.08万 | 0.15% | 13,936 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $25.36万 | 0.16% | 595 | 1 | 0.2% | $426 | 加仓 |
| IVV | ISHARES TR | $25.44万 | 0.16% | 389 | 16 | 4.3% | $1.05万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $25.47万 | 0.16% | 794 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $25.85万 | 0.16% | 2,914 | 3 | 0.1% | $266 | 加仓 |
| CSCO | CISCO SYS INC | $26.37万 | 0.16% | 3,398 | 38 | 1.1% | $2,948 | 加仓 |
| VUG | VANGUARD INDEX FDS | $26.53万 | 0.16% | 607 | 45 | 8.0% | $1.97万 | 加仓 |
| ORCL | ORACLE CORP | $27.03万 | 0.17% | 1,838 | -650 | -26.1% | -$9.56万 | 减仓 |
| AOR | ISHARES TR | $27.42万 | 0.17% | 4,261 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $27.42万 | 0.17% | 2,845 | 862 | 43.5% | $8.31万 | 加仓 |
| MCD | MCDONALDS CORP | $28.31万 | 0.17% | 911 | 9 | 1.0% | $2,797 | 加仓 |
| OUSA | ALPS ETF TR | $28.56万 | 0.18% | 5,130 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $28.87万 | 0.18% | 3,875 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $29.11万 | 0.18% | 1,576 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $29.57万 | 0.18% | 1,042 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $29.99万 | 0.18% | 2,050 | -325 | -13.7% | -$4.75万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $30.23万 | 0.19% | 1,869 | 2 | 0.1% | $323 | 加仓 |
| NEE | NEXTERA ENERGY INC | $31.43万 | 0.19% | 3,384 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $32.23万 | 0.20% | 1,542 | 0 | 0.0% | — | 不变 |
| PSI | INVESCO EXCHANGE TRADED FD T | $32.33万 | 0.20% | 3,425 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $32.38万 | 0.20% | 14,278 | 2,104 | 17.3% | $4.77万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $33.20万 | 0.20% | 5,671 | -151 | -2.6% | -$8,840 | 减仓 |
| QQQ | INVESCO QQQ TR | $34.99万 | 0.22% | 606 | 0 | 0.0% | — | 不变 |
| DJP | BARCLAYS BANK PLC | $35.31万 | 0.22% | 7,335 | 500 | 7.3% | $2.41万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $35.45万 | 0.22% | 7,097 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $35.79万 | 0.22% | 372 | 2 | 0.5% | $1,924 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $36.12万 | 0.22% | 362 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $36.99万 | 0.23% | 1,288 | -14 | -1.1% | -$4,020 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.58万 | 0.23% | 1,112 | 100 | 9.9% | $3.38万 | 加仓 |
| CRM | SALESFORCE INC | $39.78万 | 0.24% | 2,131 | -66 | -3.0% | -$1.23万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $41.36万 | 0.25% | 16,712 | -400 | -2.3% | -$9,900 | 减仓 |
| HEDJ | WISDOMTREE TR | $41.90万 | 0.26% | 8,012 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $43.14万 | 0.27% | 7,981 | 783 | 10.9% | $4.23万 | 加仓 |
| TER | TERADYNE INC | $46.10万 | 0.28% | 1,555 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $47.03万 | 0.29% | 7,755 | -73 | -0.9% | -$4,427 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $47.06万 | 0.29% | 4,382 | 1 | 0.0% | $107 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $48.63万 | 0.30% | 4,447 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $48.67万 | 0.30% | 19,101 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $50.15万 | 0.31% | 3,229 | 41 | 1.3% | $6,367 | 加仓 |
| CVX | CHEVRON CORPORATION | $51.07万 | 0.31% | 2,468 | 10 | 0.4% | $2,069 | 加仓 |
| GEV | GE VERNOVA INC | $52.56万 | 0.32% | 602 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $53.32万 | 0.33% | 1,451 | -387 | -21.1% | -$14.22万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $53.42万 | 0.33% | 4,070 | 1 | 0.0% | $131 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $55.77万 | 0.34% | 11,662 | 3,750 | 47.4% | $17.93万 | 加仓 |
| COWZ | PACER FDS TR | $56.93万 | 0.35% | 9,100 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $57.46万 | 0.35% | 6,971 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $58.32万 | 0.36% | 8,391 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $58.35万 | 0.36% | 9,872 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $59.19万 | 0.36% | 836 | 119 | 16.6% | $8.43万 | 加仓 |
| NKE | NIKE INC | $59.90万 | 0.37% | 11,341 | -1,297 | -10.3% | -$6.85万 | 减仓 |
| IBB | ISHARES TR | $60.44万 | 0.37% | 3,579 | 0 | 0.0% | — | 不变 |
| BBBS | BONDBLOXX ETF TRUST | $61.32万 | 0.38% | 11,990 | 2,090 | 21.1% | $10.69万 | 加仓 |
| URI | UNITED RENTALS INC | $63.10万 | 0.39% | 866 | 77 | 9.8% | $5.61万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $63.27万 | 0.39% | 5,806 | -210 | -3.5% | -$2.29万 | 减仓 |
| SDOG | ALPS ETF TR | $63.90万 | 0.39% | 9,825 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $64.81万 | 0.40% | 2,203 | -146 | -6.2% | -$4.30万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $65.12万 | 0.40% | 12,973 | -245 | -1.9% | -$1.23万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $65.44万 | 0.40% | 1,541 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $65.70万 | 0.40% | 3,423 | 91 | 2.7% | $1.75万 | 加仓 |
| GLW | CORNING INC | $69.44万 | 0.43% | 5,107 | 69 | 1.4% | $9,382 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $80.63万 | 0.50% | 3,327 | -83 | -2.4% | -$2.01万 | 减仓 |
| SDY | SPDR SERIES TRUST | $84.94万 | 0.52% | 5,820 | 390 | 7.2% | $5.69万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $86.37万 | 0.53% | 1,328 | -300 | -18.4% | -$19.51万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $88.20万 | 0.54% | 7,956 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $92.73万 | 0.57% | 10,132 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $95.41万 | 0.59% | 3,083 | 274 | 9.8% | $8.48万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $99.62万 | 0.61% | 42,050 | -1,100 | -2.5% | -$2.61万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $101.53万 | 0.62% | 1,680 | 1 | 0.1% | $604 | 加仓 |
| TIP | ISHARES TR | $106.51万 | 0.66% | 9,651 | 1,025 | 11.9% | $11.31万 | 加仓 |
| DXJ | WISDOMTREE TR | $109.56万 | 0.67% | 6,909 | 75 | 1.1% | $1.19万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $110.97万 | 0.68% | 17,318 | 2,602 | 17.7% | $16.67万 | 加仓 |
| WMT | WALMART INC | $120.37万 | 0.74% | 9,685 | -82 | -0.8% | -$1.02万 | 减仓 |
| LASR | NLIGHT INC | $124.18万 | 0.76% | 21,778 | -5,500 | -20.2% | -$31.36万 | 减仓 |