Kastel Capital Advisors, LLC
WELLESLEY MA · SEC CIK 0002111663
$1.63亿2026Q1 申报市值
55持仓数
64.6%前十大占比 · 第一大 14.8%
0 / 0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
本季没有买入
2026Q1 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,406.89万 | 14.77% | 35,140 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $2,007.80万 | 12.32% | 436,100 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $1,751.22万 | 10.75% | 206,903 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $890.50万 | 5.47% | 79,651 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $732.19万 | 4.49% | 276,404 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $618.42万 | 3.80% | 18,445 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $597.26万 | 3.67% | 27,175 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $539.85万 | 3.31% | 8,608 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $528.90万 | 3.25% | 52,953 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $449.74万 | 2.76% | 71,993 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $424.55万 | 2.61% | 103,347 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $415.36万 | 2.55% | 20,912 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $404.66万 | 2.48% | 40,313 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES INC | $329.39万 | 2.02% | 56,938 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $320.55万 | 1.97% | 29,927 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $308.02万 | 1.89% | 38,633 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $294.29万 | 1.81% | 39,010 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $290.95万 | 1.79% | 30,899 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $286.48万 | 1.76% | 109,220 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $274.27万 | 1.68% | 60,345 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $264.62万 | 1.62% | 23,848 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $194.41万 | 1.19% | 75,831 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $190.13万 | 1.17% | 74,883 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $176.62万 | 1.08% | 12,306 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $152.77万 | 0.94% | 41,763 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $138.79万 | 0.85% | 54,269 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $113.80万 | 0.70% | 13,611 | 0 | 0.0% | — | 不变 |
| ILF | ISHARES TR | $79.40万 | 0.49% | 26,075 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $77.34万 | 0.47% | 15,577 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $71.70万 | 0.44% | 3,754 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $63.46万 | 0.39% | 19,454 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $60.75万 | 0.37% | 1,245 | 0 | 0.0% | — | 不变 |
| IBHH | ISHARES TR | $55.77万 | 0.34% | 23,556 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $55.47万 | 0.34% | 2,619 | 0 | 0.0% | — | 不变 |
| IBHG | ISHARES TR | $55.27万 | 0.34% | 24,762 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $54.45万 | 0.33% | 14,412 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $54.43万 | 0.33% | 22,464 | 0 | 0.0% | — | 不变 |
| RING | ISHARES INC | $43.81万 | 0.27% | 5,949 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $42.69万 | 0.26% | 9,079 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $41.10万 | 0.25% | 16,929 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $40.29万 | 0.25% | 8,440 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $39.51万 | 0.24% | 17,272 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $38.80万 | 0.24% | 2,750 | 0 | 0.0% | — | 不变 |
| IBHF | ISHARES TR | $37.75万 | 0.23% | 16,355 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $32.68万 | 0.20% | 3,653 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $30.09万 | 0.18% | 1,202 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $27.84万 | 0.17% | 1,024 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $27.40万 | 0.17% | 1,303 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.54万 | 0.16% | 1,386 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $24.00万 | 0.15% | 2,011 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $23.81万 | 0.15% | 1,067 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $22.98万 | 0.14% | 3,015 | 0 | 0.0% | — | 不变 |
| LTPZ | PIMCO ETF TR | $21.24万 | 0.13% | 4,105 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $20.24万 | 0.12% | 4,720 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $20.18万 | 0.12% | 645 | 0 | 0.0% | — | 不变 |