Carroll Advisory Group, LLC
TEXARKANA TX · SEC CIK 0002108684
$2.58亿2026Q1 申报市值
68持仓数
58.5%前十大占比 · 第一大 9.0%
4 / 8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
VT 新建仓+$381.86万
VEA 加仓+$322.37万
VTI 加仓+$273.33万
RSP 加仓+$233.26万
BSCS 加仓+$211.58万
2026Q1 卖出最多 按季末市值估算
VO 清仓-$68.48万
SPDW 减仓-$44.31万
BRK/B 清仓-$42.83万
VB 减仓-$40.18万
IBM 减仓-$32.99万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2,320.23万 | 9.01% | 38,829 | -287 | -0.7% | -$17.15万 | 减仓 |
| HAWX | ISHARES TR | $2,261.12万 | 8.78% | 552,978 | 38,329 | 7.4% | $156.73万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,049.62万 | 7.96% | 106,795 | 12,154 | 12.8% | $233.26万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,462.94万 | 5.68% | 61,566 | 5,157 | 9.1% | $122.54万 | 加仓 |
| IJH | ISHARES TR | $1,433.90万 | 5.57% | 212,336 | 30,819 | 17.0% | $208.12万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,273.21万 | 4.94% | 263,496 | 42,576 | 19.3% | $205.73万 | 加仓 |
| NOBL | PROSHARES TR | $1,240.75万 | 4.82% | 117,041 | 17,409 | 17.5% | $184.55万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,132.84万 | 4.40% | 64,957 | 746 | 1.2% | $13.01万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $959.62万 | 3.72% | 149,753 | 50,308 | 50.6% | $322.37万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $935.45万 | 3.63% | 29,159 | 8,520 | 41.3% | $273.33万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $815.05万 | 3.16% | 56,429 | -136 | -0.2% | -$1.96万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $602.89万 | 2.34% | 308,699 | 53,964 | 21.2% | $105.39万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $569.65万 | 2.21% | 305,272 | 105,384 | 52.7% | $196.65万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $563.99万 | 2.19% | 276,157 | 103,600 | 60.0% | $211.58万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $556.45万 | 2.16% | 72,700 | -3,914 | -5.1% | -$29.96万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $551.86万 | 2.14% | 281,205 | 91,102 | 47.9% | $178.79万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $478.41万 | 1.86% | 286,149 | 75,111 | 35.6% | $125.58万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $381.86万 | 1.48% | 27,607 | 27,607 | — | $381.86万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $352.64万 | 1.37% | 214,240 | 61,797 | 40.5% | $101.72万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $332.07万 | 1.29% | 13,700 | -1,361 | -9.0% | -$32.99万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $313.09万 | 1.22% | 40,602 | -1,604 | -3.8% | -$12.37万 | 减仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $300.92万 | 1.17% | 146,646 | 76,865 | 110.2% | $157.73万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $296.89万 | 1.15% | 144,208 | 34,605 | 31.6% | $71.24万 | 加仓 |
| QQQ | INVESCO QQQ TR | $276.39万 | 1.07% | 4,789 | -320 | -6.3% | -$18.47万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $275.98万 | 1.07% | 46,603 | -1,387 | -2.9% | -$8.21万 | 减仓 |
| TSLA | TESLA INC | $266.58万 | 1.03% | 7,171 | -383 | -5.1% | -$14.24万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $261.98万 | 1.02% | 57,389 | -9,706 | -14.5% | -$44.31万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $241.16万 | 0.94% | 8,172 | 55 | 0.7% | $1.62万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $240.26万 | 0.93% | 113,599 | 30,806 | 37.2% | $65.15万 | 加仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $238.60万 | 0.93% | 115,277 | 34,019 | 41.9% | $70.41万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $236.22万 | 0.92% | 31,454 | -1,065 | -3.3% | -$8.00万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $220.30万 | 0.86% | 40,758 | 12,498 | 44.2% | $67.55万 | 加仓 |
| AAPL | APPLE INC | $177.57万 | 0.69% | 6,997 | 1,864 | 36.3% | $47.30万 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $163.82万 | 0.64% | 29,732 | -1,038 | -3.4% | -$5.72万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $161.59万 | 0.63% | 52,670 | 21,417 | 68.5% | $65.71万 | 加仓 |
| IWR | ISHARES TR | $159.78万 | 0.62% | 16,433 | -31 | -0.2% | -$3,014 | 减仓 |
| AMZN | AMAZON COM INC | $124.92万 | 0.48% | 5,998 | -1,001 | -14.3% | -$20.85万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $123.07万 | 0.48% | 42,320 | -4,040 | -8.7% | -$11.75万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $118.41万 | 0.46% | 46,216 | -4,729 | -9.3% | -$12.12万 | 减仓 |
| — | EXXON MOBIL CORP | $114.98万 | 0.45% | 6,777 | -1,191 | -14.9% | -$20.21万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $108.67万 | 0.42% | 12,798 | 54 | 0.4% | $4,585 | 加仓 |
| MSFT | MICROSOFT CORP | $96.42万 | 0.37% | 2,605 | -841 | -24.4% | -$31.13万 | 减仓 |
| VB | VANGUARD INDEX FDS | $79.61万 | 0.31% | 3,039 | -1,534 | -33.5% | -$40.18万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $66.00万 | 0.26% | 14,775 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $60.86万 | 0.24% | 8,264 | -4,127 | -33.3% | -$30.39万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $58.70万 | 0.23% | 1,344 | -8 | -0.6% | -$3,494 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $52.22万 | 0.20% | 8,920 | 5,468 | 158.4% | $32.01万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $51.56万 | 0.20% | 22,204 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $51.30万 | 0.20% | 6,472 | 6,472 | — | $51.30万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $42.99万 | 0.17% | 1,999 | 139 | 7.5% | $2.99万 | 加仓 |
| MSTR | STRATEGY INC | $42.91万 | 0.17% | 3,438 | 298 | 9.5% | $3.72万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $42.24万 | 0.16% | 9,004 | -1,626 | -15.3% | -$7.63万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $37.24万 | 0.14% | 4,923 | -4,204 | -46.1% | -$31.80万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $36.59万 | 0.14% | 8,039 | 3,033 | 60.6% | $13.81万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $35.14万 | 0.14% | 2,681 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $32.48万 | 0.13% | 2,193 | 431 | 24.5% | $6.38万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $31.60万 | 0.12% | 6,577 | 0 | 0.0% | — | 不变 |
| DIV | GLOBAL X FDS | $27.15万 | 0.11% | 14,366 | 14,366 | — | $27.15万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $26.40万 | 0.10% | 406 | 9 | 2.3% | $5,853 | 加仓 |
| IHI | ISHARES TR | $25.44万 | 0.10% | 4,769 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $25.19万 | 0.10% | 253 | -30 | -10.6% | -$2.99万 | 减仓 |
| WMT | WALMART INC | $25.11万 | 0.10% | 2,021 | -188 | -8.5% | -$2.34万 | 减仓 |
| GOOG | ALPHABET INC | $23.73万 | 0.09% | 827 | -878 | -51.5% | -$25.19万 | 减仓 |
| AGG | ISHARES TR | $23.53万 | 0.09% | 2,370 | -181 | -7.1% | -$1.80万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $22.55万 | 0.09% | 2,303 | -1,421 | -38.2% | -$13.91万 | 减仓 |
| — | INVESCO TR INVT GRADE MUNS | $22.35万 | 0.09% | 22,645 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $20.11万 | 0.08% | 699 | -202 | -22.4% | -$5.81万 | 减仓 |
| TSLA | TESLA INC 看涨期权 | $6.66万 | 0.03% | 600 | 600 | — | $6.66万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,360 | -100.0% | -$68.48万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -852 | -100.0% | -$42.83万 | 清仓 |
| IBDU | ISHARES TR | $0 | 0.00% | 0 | -12,622 | -100.0% | -$29.54万 | 清仓 |
| IDEV | ISHARES TR | $0 | 0.00% | 0 | -3,191 | -100.0% | -$26.32万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -1,000 | -100.0% | -$24.62万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -318 | -100.0% | -$21.00万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,314 | -100.0% | -$20.17万 | 清仓 |
| APLE | APPLE HOSPITALITY REIT INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$17.77万 | 清仓 |