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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $996.76万 | 6.13% | 39,275 | -5,631 | -12.5% | -$142.91万 | 减仓 |
| BIL | SPDR SERIES TRUST | $853.03万 | 5.25% | 93,085 | -1,016 | -1.1% | -$9.31万 | 减仓 |
| — | EXXON MOBIL CORP | $770.27万 | 4.74% | 45,401 | 390 | 0.9% | $6.62万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $620.66万 | 3.82% | 46,701 | -18 | -0.0% | -$2,392 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $497.31万 | 3.06% | 37,960 | -800 | -2.1% | -$10.48万 | 减仓 |
| ITA | ISHARES TR | $488.23万 | 3.00% | 22,319 | 325 | 1.5% | $7.11万 | 加仓 |
| BILS | SPDR SERIES TRUST | $471.32万 | 2.90% | 47,397 | 1,946 | 4.3% | $19.35万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $459.53万 | 2.83% | 93,079 | -4,848 | -5.0% | -$23.93万 | 减仓 |
| GDX | VANECK ETF TRUST | $450.60万 | 2.77% | 49,101 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $435.50万 | 2.68% | 9,088 | 80 | 0.9% | $3.83万 | 加仓 |
| SLV | ISHARES SILVER TR | $400.49万 | 2.46% | 58,774 | -805 | -1.4% | -$5.49万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $392.79万 | 2.42% | 69,300 | 98 | 0.1% | $5,555 | 加仓 |
| NVDA | NVIDIA CORPORATION | $388.85万 | 2.39% | 22,296 | -3,766 | -14.5% | -$65.68万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $347.50万 | 2.14% | 56,726 | -99 | -0.2% | -$6,065 | 减仓 |
| LRCX | LAM RESEARCH CORP | $318.50万 | 1.96% | 14,907 | -1,316 | -8.1% | -$28.12万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $309.68万 | 1.91% | 21,123 | -504 | -2.3% | -$7.39万 | 减仓 |
| GOOG | ALPHABET INC | $300.81万 | 1.85% | 10,486 | -1,633 | -13.5% | -$46.85万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $297.12万 | 1.83% | 53,515 | 431 | 0.8% | $2.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $269.51万 | 1.66% | 11,026 | 14 | 0.1% | $3,422 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $249.25万 | 1.53% | 11,590 | -50 | -0.4% | -$1.08万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $242.78万 | 1.49% | 44,505 | 183 | 0.4% | $9,983 | 加仓 |
| PFF | ISHARES TR | $220.86万 | 1.36% | 72,844 | -2,645 | -3.5% | -$8.02万 | 减仓 |
| GOOGL | ALPHABET INC | $219.17万 | 1.35% | 7,622 | -285 | -3.6% | -$8.20万 | 减仓 |
| MSFT | MICROSOFT CORP | $213.40万 | 1.31% | 5,765 | -513 | -8.2% | -$18.99万 | 减仓 |
| AMLP | ALPS ETF TR | $208.53万 | 1.28% | 39,614 | 1,954 | 5.2% | $10.29万 | 加仓 |
| GLD | SPDR GOLD TR | $201.33万 | 1.24% | 4,679 | 45 | 1.0% | $1.94万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $190.18万 | 1.17% | 23,198 | -429 | -1.8% | -$3.52万 | 减仓 |
| META | META PLATFORMS INC | $188.79万 | 1.16% | 3,300 | -7 | -0.2% | -$4,005 | 减仓 |
| AMZN | AMAZON COM INC | $179.34万 | 1.10% | 8,611 | -110 | -1.3% | -$2.29万 | 减仓 |
| SOXX | ISHARES TR | $164.17万 | 1.01% | 4,995 | -1 | -0.0% | -$329 | 减仓 |
| VB | VANGUARD INDEX FDS | $154.50万 | 0.95% | 5,899 | 438 | 8.0% | $11.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $147.69万 | 0.91% | 2,472 | -3 | -0.1% | -$1,792 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $134.13万 | 0.83% | 33,415 | -1,200 | -3.5% | -$4.82万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $130.82万 | 0.80% | 6,668 | -31 | -0.5% | -$6,082 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $126.23万 | 0.78% | 17,258 | 73 | 0.4% | $5,339 | 加仓 |
| LASR | NLIGHT INC | $124.18万 | 0.76% | 21,778 | -5,500 | -20.2% | -$31.36万 | 减仓 |
| WMT | WALMART INC | $120.37万 | 0.74% | 9,685 | -82 | -0.8% | -$1.02万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $110.97万 | 0.68% | 17,318 | 2,602 | 17.7% | $16.67万 | 加仓 |
| DXJ | WISDOMTREE TR | $109.56万 | 0.67% | 6,909 | 75 | 1.1% | $1.19万 | 加仓 |
| TIP | ISHARES TR | $106.51万 | 0.66% | 9,651 | 1,025 | 11.9% | $11.31万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $101.53万 | 0.62% | 1,680 | 1 | 0.1% | $604 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $99.62万 | 0.61% | 42,050 | -1,100 | -2.5% | -$2.61万 | 减仓 |
| AVGO | BROADCOM INC | $95.41万 | 0.59% | 3,083 | 274 | 9.8% | $8.48万 | 加仓 |
| CWB | SPDR SERIES TRUST | $92.73万 | 0.57% | 10,132 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $88.20万 | 0.54% | 7,956 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $86.37万 | 0.53% | 1,328 | -300 | -18.4% | -$19.51万 | 减仓 |
| SDY | SPDR SERIES TRUST | $84.94万 | 0.52% | 5,820 | 390 | 7.2% | $5.69万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $80.63万 | 0.50% | 3,327 | -83 | -2.4% | -$2.01万 | 减仓 |
| GLW | CORNING INC | $69.44万 | 0.43% | 5,107 | 69 | 1.4% | $9,382 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $65.70万 | 0.40% | 3,423 | 91 | 2.7% | $1.75万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $65.44万 | 0.40% | 1,541 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $65.12万 | 0.40% | 12,973 | -245 | -1.9% | -$1.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $64.81万 | 0.40% | 2,203 | -146 | -6.2% | -$4.30万 | 减仓 |
| SDOG | ALPS ETF TR | $63.90万 | 0.39% | 9,825 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $63.27万 | 0.39% | 5,806 | -210 | -3.5% | -$2.29万 | 减仓 |
| URI | UNITED RENTALS INC | $63.10万 | 0.39% | 866 | 77 | 9.8% | $5.61万 | 加仓 |
| BBBS | BONDBLOXX ETF TRUST | $61.32万 | 0.38% | 11,990 | 2,090 | 21.1% | $10.69万 | 加仓 |
| IBB | ISHARES TR | $60.44万 | 0.37% | 3,579 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $59.90万 | 0.37% | 11,341 | -1,297 | -10.3% | -$6.85万 | 减仓 |
| CAT | CATERPILLAR INC | $59.19万 | 0.36% | 836 | 119 | 16.6% | $8.43万 | 加仓 |
| BALL | BALL CORP | $58.35万 | 0.36% | 9,872 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $58.32万 | 0.36% | 8,391 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $57.46万 | 0.35% | 6,971 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $56.93万 | 0.35% | 9,100 | 0 | 0.0% | — | 不变 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $55.77万 | 0.34% | 11,662 | 3,750 | 47.4% | $17.93万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $53.42万 | 0.33% | 4,070 | 1 | 0.0% | $131 | 加仓 |
| MGK | VANGUARD WORLD FD | $53.32万 | 0.33% | 1,451 | -387 | -21.1% | -$14.22万 | 减仓 |
| GEV | GE VERNOVA INC | $52.56万 | 0.32% | 602 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $51.07万 | 0.31% | 2,468 | 10 | 0.4% | $2,069 | 加仓 |
| PEP | PEPSICO INC | $50.15万 | 0.31% | 3,229 | 41 | 1.3% | $6,367 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $48.67万 | 0.30% | 19,101 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $48.63万 | 0.30% | 4,447 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $47.06万 | 0.29% | 4,382 | 1 | 0.0% | $107 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $47.03万 | 0.29% | 7,755 | -73 | -0.9% | -$4,427 | 减仓 |
| TER | TERADYNE INC | $46.10万 | 0.28% | 1,555 | 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 |
| HEDJ | WISDOMTREE TR | $41.90万 | 0.26% | 8,012 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $41.36万 | 0.25% | 16,712 | -400 | -2.3% | -$9,900 | 减仓 |
| CRM | SALESFORCE INC | $39.78万 | 0.24% | 2,131 | -66 | -3.0% | -$1.23万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.58万 | 0.23% | 1,112 | 100 | 9.9% | $3.38万 | 加仓 |
| VO | VANGUARD INDEX FDS | $36.99万 | 0.23% | 1,288 | -14 | -1.1% | -$4,020 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $36.12万 | 0.22% | 362 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $35.79万 | 0.22% | 372 | 2 | 0.5% | $1,924 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $35.45万 | 0.22% | 7,097 | 0 | 0.0% | — | 不变 |
| DJP | BARCLAYS BANK PLC | $35.31万 | 0.22% | 7,335 | 500 | 7.3% | $2.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $34.99万 | 0.22% | 606 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $33.20万 | 0.20% | 5,671 | -151 | -2.6% | -$8,840 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $32.38万 | 0.20% | 14,278 | 2,104 | 17.3% | $4.77万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $32.33万 | 0.20% | 3,425 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $32.23万 | 0.20% | 1,542 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $31.43万 | 0.19% | 3,384 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $30.23万 | 0.19% | 1,869 | 2 | 0.1% | $323 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $29.99万 | 0.18% | 2,050 | -325 | -13.7% | -$4.75万 | 减仓 |
| GE | GE AEROSPACE | $29.57万 | 0.18% | 1,042 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $29.11万 | 0.18% | 1,576 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $28.87万 | 0.18% | 3,875 | 0 | 0.0% | — | 不变 |
| OUSA | ALPS ETF TR | $28.56万 | 0.18% | 5,130 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $28.31万 | 0.17% | 911 | 9 | 1.0% | $2,797 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $27.42万 | 0.17% | 2,845 | 862 | 43.5% | $8.31万 | 加仓 |
| AOR | ISHARES TR | $27.42万 | 0.17% | 4,261 | 0 | 0.0% | — | 不变 |