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 |
|---|---|---|---|---|---|---|---|---|
| SPLV | INVESCO EXCH TRADED FD TR II | $126.23万 | 0.78% | 17,258 | 73 | 0.4% | $5,339 | 加仓 |
| VTV | VANGUARD INDEX FDS | $130.82万 | 0.80% | 6,668 | -31 | -0.5% | -$6,082 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $134.13万 | 0.83% | 33,415 | -1,200 | -3.5% | -$4.82万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $147.69万 | 0.91% | 2,472 | -3 | -0.1% | -$1,792 | 减仓 |
| VB | VANGUARD INDEX FDS | $154.50万 | 0.95% | 5,899 | 438 | 8.0% | $11.47万 | 加仓 |
| SOXX | ISHARES TR | $164.17万 | 1.01% | 4,995 | -1 | -0.0% | -$329 | 减仓 |
| AMZN | AMAZON COM INC | $179.34万 | 1.10% | 8,611 | -110 | -1.3% | -$2.29万 | 减仓 |
| META | META PLATFORMS INC | $188.79万 | 1.16% | 3,300 | -7 | -0.2% | -$4,005 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $190.18万 | 1.17% | 23,198 | -429 | -1.8% | -$3.52万 | 减仓 |
| GLD | SPDR GOLD TR | $201.33万 | 1.24% | 4,679 | 45 | 1.0% | $1.94万 | 加仓 |
| AMLP | ALPS ETF TR | $208.53万 | 1.28% | 39,614 | 1,954 | 5.2% | $10.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $213.40万 | 1.31% | 5,765 | -513 | -8.2% | -$18.99万 | 减仓 |
| GOOGL | ALPHABET INC | $219.17万 | 1.35% | 7,622 | -285 | -3.6% | -$8.20万 | 减仓 |
| PFF | ISHARES TR | $220.86万 | 1.36% | 72,844 | -2,645 | -3.5% | -$8.02万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $242.78万 | 1.49% | 44,505 | 183 | 0.4% | $9,983 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $249.25万 | 1.53% | 11,590 | -50 | -0.4% | -$1.08万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $269.51万 | 1.66% | 11,026 | 14 | 0.1% | $3,422 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $297.12万 | 1.83% | 53,515 | 431 | 0.8% | $2.39万 | 加仓 |
| GOOG | ALPHABET INC | $300.81万 | 1.85% | 10,486 | -1,633 | -13.5% | -$46.85万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $309.68万 | 1.91% | 21,123 | -504 | -2.3% | -$7.39万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $318.50万 | 1.96% | 14,907 | -1,316 | -8.1% | -$28.12万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $347.50万 | 2.14% | 56,726 | -99 | -0.2% | -$6,065 | 减仓 |
| NVDA | NVIDIA CORPORATION | $388.85万 | 2.39% | 22,296 | -3,766 | -14.5% | -$65.68万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $392.79万 | 2.42% | 69,300 | 98 | 0.1% | $5,555 | 加仓 |
| SLV | ISHARES SILVER TR | $400.49万 | 2.46% | 58,774 | -805 | -1.4% | -$5.49万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $435.50万 | 2.68% | 9,088 | 80 | 0.9% | $3.83万 | 加仓 |
| GDX | VANECK ETF TRUST | $450.60万 | 2.77% | 49,101 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $459.53万 | 2.83% | 93,079 | -4,848 | -5.0% | -$23.93万 | 减仓 |
| BILS | SPDR SERIES TRUST | $471.32万 | 2.90% | 47,397 | 1,946 | 4.3% | $19.35万 | 加仓 |
| ITA | ISHARES TR | $488.23万 | 3.00% | 22,319 | 325 | 1.5% | $7.11万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $497.31万 | 3.06% | 37,960 | -800 | -2.1% | -$10.48万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $620.66万 | 3.82% | 46,701 | -18 | -0.0% | -$2,392 | 减仓 |
| — | EXXON MOBIL CORP | $770.27万 | 4.74% | 45,401 | 390 | 0.9% | $6.62万 | 加仓 |
| BIL | SPDR SERIES TRUST | $853.03万 | 5.25% | 93,085 | -1,016 | -1.1% | -$9.31万 | 减仓 |
| AAPL | APPLE INC | $996.76万 | 6.13% | 39,275 | -5,631 | -12.5% | -$142.91万 | 减仓 |