J. Derek Lewis & Associates Inc.
NEWPORT BEACH CA · SEC CIK 0002077884
$4.45亿2026Q1 申报市值
211持仓数
51.8%前十大占比 · 第一大 9.6%
25 / 21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
CGDG 加仓+$405.59万
CGBL 加仓+$312.18万
CGGO 加仓+$242.99万
CGMS 加仓+$237.44万
CGUS 加仓+$233.81万
2026Q1 卖出最多 按季末市值估算
CLNE 减仓-$152.23万
TSLA 减仓-$64.76万
PSLV 清仓-$51.08万
FG NEXUS INC. 减仓-$46.81万
BP 清仓-$34.11万
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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | $230.45万 | 0.52% | 4,999 | -232 | -4.4% | -$10.69万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $233.01万 | 0.52% | 24,422 | 5,800 | 31.1% | $55.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $252.25万 | 0.57% | 5,264 | -128 | -2.4% | -$6.13万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $261.43万 | 0.59% | 4,020 | 44 | 1.1% | $2.86万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $277.77万 | 0.62% | 4,648 | 402 | 9.5% | $24.02万 | 加仓 |
| — | CAPITAL GRP FIXED INCM ETF T | $279.21万 | 0.63% | 111,443 | 34,126 | 44.1% | $85.50万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $290.38万 | 0.65% | 99,683 | 1,397 | 1.4% | $4.07万 | 加仓 |
| AMZN | AMAZON COM INC | $294.74万 | 0.66% | 14,152 | -876 | -5.8% | -$18.24万 | 减仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $310.09万 | 0.70% | 1,250,358 | -613,822 | -32.9% | -$152.23万 | 减仓 |
| AVGO | BROADCOM INC | $355.19万 | 0.80% | 11,476 | -807 | -6.6% | -$24.98万 | 减仓 |
| GOOGL | ALPHABET INC | $397.30万 | 0.89% | 13,816 | 1,014 | 7.9% | $29.16万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $404.66万 | 0.91% | 127,409 | 22,128 | 21.0% | $70.28万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $412.19万 | 0.93% | 139,229 | 34,023 | 32.3% | $100.73万 | 加仓 |
| ABBV | ABBVIE INC | $416.86万 | 0.94% | 19,167 | 903 | 4.9% | $19.64万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $431.50万 | 0.97% | 148,376 | 4,205 | 2.9% | $12.23万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $437.03万 | 0.98% | 4,386 | -165 | -3.6% | -$16.44万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $462.14万 | 1.04% | 26,498 | -1,455 | -5.2% | -$25.38万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $472.66万 | 1.06% | 142,056 | 24,881 | 21.2% | $82.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $582.42万 | 1.31% | 15,734 | -565 | -3.5% | -$20.91万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $665.79万 | 1.50% | 225,804 | 54,877 | 32.1% | $161.81万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $840.22万 | 1.89% | 281,856 | 3,651 | 1.3% | $10.88万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,204.45万 | 2.71% | 458,658 | 75,667 | 19.8% | $198.70万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,280.07万 | 2.88% | 333,002 | 60,823 | 22.3% | $233.81万 | 加仓 |
| TSLA | TESLA INC | $1,461.65万 | 3.29% | 39,318 | -1,742 | -4.2% | -$64.76万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $1,466.65万 | 3.30% | 580,246 | 52,924 | 10.0% | $133.77万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,478.59万 | 3.33% | 660,252 | 24,764 | 3.9% | $55.46万 | 加仓 |
| AAPL | APPLE INC | $1,797.28万 | 4.04% | 70,816 | 1,165 | 1.7% | $29.57万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,919.84万 | 4.32% | 703,687 | 87,030 | 14.1% | $237.44万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,067.35万 | 4.65% | 514,130 | 43,094 | 9.1% | $173.28万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2,195.42万 | 4.94% | 656,978 | 72,716 | 12.4% | $242.99万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $2,224.16万 | 5.00% | 820,211 | 71,354 | 9.5% | $193.49万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $2,430.72万 | 5.47% | 676,165 | 112,824 | 20.0% | $405.59万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3,211.56万 | 7.22% | 754,921 | 35,551 | 4.9% | $151.24万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $4,261.84万 | 9.59% | 1,236,940 | 90,606 | 7.9% | $312.18万 | 加仓 |