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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $27.03万 | 0.17% | 1,838 | -650 | -26.1% | -$9.56万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $26.53万 | 0.16% | 607 | 45 | 8.0% | $1.97万 | 加仓 |
| CSCO | CISCO SYS INC | $26.37万 | 0.16% | 3,398 | 38 | 1.1% | $2,948 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $25.85万 | 0.16% | 2,914 | 3 | 0.1% | $266 | 加仓 |
| VTI | VANGUARD INDEX FDS | $25.47万 | 0.16% | 794 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $25.44万 | 0.16% | 389 | 16 | 4.3% | $1.05万 | 加仓 |
| IWF | ISHARES TR | $25.36万 | 0.16% | 595 | 1 | 0.2% | $426 | 加仓 |
| — | INVESCO DB US DLR INDEX TR | $25.08万 | 0.15% | 13,936 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $24.64万 | 0.15% | 8,776 | -84 | -0.9% | -$2,359 | 减仓 |
| CCJ | CAMECO CORP | $24.17万 | 0.15% | 2,225 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $24.05万 | 0.15% | 704 | 704 | — | $24.05万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $23.67万 | 0.15% | 1,995 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $22.59万 | 0.14% | 2,131 | 3 | 0.1% | $318 | 加仓 |
| PAVE | GLOBAL X FDS | $22.50万 | 0.14% | 4,429 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $22.17万 | 0.14% | 1,092 | -107 | -8.9% | -$2.17万 | 重新持有 |
| ENTG | ENTEGRIS INC | $22.04万 | 0.14% | 1,880 | 1,880 | — | $22.04万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $21.66万 | 0.13% | 4,720 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $21.43万 | 0.13% | 2,423 | 2,423 | — | $21.43万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $20.70万 | 0.13% | 1,433 | 10 | 0.7% | $1,444 | 加仓 |
| EFA | ISHARES TR | $20.48万 | 0.13% | 2,108 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $20.46万 | 0.13% | 575 | 575 | — | $20.46万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $20.14万 | 0.12% | 1,538 | 1,538 | — | $20.14万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $7.03万 | 0.04% | 10,235 | 0 | 0.0% | — | 不变 |
| 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 |