CFG Wealth Management Services, Inc.
INDIANAPOLIS XX · SEC CIK 0002133547
$1.10亿2026Q1 申报市值
152持仓数
62.8%前十大占比 · 第一大 12.5%
34 / 39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
TMDX 新建仓+$46.61万
HROW 加仓+$36.13万
SCHZ 加仓+$33.27万
US TREASUR NT 4 新建仓+$20.42万
IBCA 加仓+$20.05万
2026Q1 卖出最多 按季末市值估算
BIL 减仓-$105.51万
KRUS 减仓-$48.85万
RIG 减仓-$22.85万
INVESTMENT MANAG 清仓-$14.85万
US TREASURY 3.1 清仓-$14.83万
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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESTMENT MANAGERS SER TR II TRADR 2X LONG UPSTDAILY ETF | $0 | 0.00% | 0 | -3,000 | -100.0% | -$14.85万 | 清仓 |
| — | US TREASURY 3.125 11/28UST BOND DUE 11/15/28 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$14.83万 | 清仓 |
| REAL | THE REALREAL INC | $0 | 0.00% | 0 | -9,000 | -100.0% | -$14.20万 | 清仓 |
| APH | AMPHENOL CORP NEW CLASS CLASS A | $0 | 0.00% | 0 | -1,037 | -100.0% | -$14.01万 | 清仓 |
| — | BANK MONTREAL QUE MICROSECTORS GOLD MINERS3X INVERSE LEVERAGED ETN | $0 | 0.00% | 0 | -15,000 | -100.0% | -$12.72万 | 清仓 |
| — | DEFIANCE DAILY TRGT 2X LONG HIMS ETF | $0 | 0.00% | 0 | -18,000 | -100.0% | -$10.42万 | 清仓 |
| — | US TREASUR NT 0.75 05/26UST NOTE DUE 05/31/26 | $0 | 0.00% | 0 | -87,000 | -100.0% | -$8.60万 | 清仓 |
| RYTM | RHYTHM PHARMACEUTICALS I | $0 | 0.00% | 0 | -800 | -100.0% | -$8.56万 | 清仓 |
| FOXA | FOX CORP CLASS A | $0 | 0.00% | 0 | -1,160 | -100.0% | -$8.48万 | 清仓 |
| ZYME | ZYMEWORKS INC | $0 | 0.00% | 0 | -3,080 | -100.0% | -$8.11万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -1,380 | -100.0% | -$8.06万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -3,035 | -100.0% | -$7.99万 | 清仓 |
| LEA | LEAR CORP | $0 | 0.00% | 0 | -690 | -100.0% | -$7.91万 | 清仓 |
| IVZ | INVESCO LTD F | $0 | 0.00% | 0 | -3,000 | -100.0% | -$7.88万 | 清仓 |
| APA | APA CORP | $0 | 0.00% | 0 | -3,130 | -100.0% | -$7.66万 | 清仓 |
| TIGR | UP FINTECH HLDG LTD FUNSPONSORED ADR 1 ADR REPS 15 ORD SHS | $0 | 0.00% | 0 | -8,000 | -100.0% | -$7.65万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,901 | -100.0% | -$7.59万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -262 | -100.0% | -$7.48万 | 清仓 |
| — | US TREASURY BILL26U S T BILL DUE 03/19/26 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$7.44万 | 清仓 |
| HMN | HORACE MANN EDUCATORS CO | $0 | 0.00% | 0 | -1,580 | -100.0% | -$7.30万 | 清仓 |
| NUTX | NUTEX HEALTH INC CLASS EQUITY | $0 | 0.00% | 0 | -435 | -100.0% | -$7.16万 | 清仓 |
| STOK | STOKE THERAPEUTICS INC | $0 | 0.00% | 0 | -2,230 | -100.0% | -$7.08万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -4,900 | -100.0% | -$7.03万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -860 | -100.0% | -$6.83万 | 清仓 |
| CRC | CALIFORNIA RES CORP | $0 | 0.00% | 0 | -1,495 | -100.0% | -$6.68万 | 清仓 |
| M | MACYS INC | $0 | 0.00% | 0 | -2,794 | -100.0% | -$6.16万 | 清仓 |
| AMG | AFFILIATED MANAGERS GROU | $0 | 0.00% | 0 | -207 | -100.0% | -$5.97万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -328 | -100.0% | -$5.82万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -379 | -100.0% | -$5.82万 | 清仓 |
| — | FRONTIER COMMUNICATIONS | $0 | 0.00% | 0 | -1,511 | -100.0% | -$5.75万 | 清仓 |
| FCFS | FIRSTCASH HLDGS INC | $0 | 0.00% | 0 | -357 | -100.0% | -$5.69万 | 清仓 |
| MTRN | MATERION CORP | $0 | 0.00% | 0 | -440 | -100.0% | -$5.47万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -133 | -100.0% | -$5.17万 | 清仓 |
| — | US TREASUR NT 4.25 01/26UST NOTE DUE 01/31/26 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$5.00万 | 清仓 |
| — | US TREASU NT 2.625 01/26UST NOTE DUE 01/31/26 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$4.99万 | 清仓 |
| CACI | CACI INTL INC CLASS CLASS A | $0 | 0.00% | 0 | -91 | -100.0% | -$4.85万 | 清仓 |
| — | US TREASU NT 4.625 02/26UST NOTE DUE 02/28/26 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.00万 | 清仓 |
| — | APPLE INC. 3.25 26 DUE 02/23/26 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.00万 | 清仓 |
| AZN | ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $0 | 0.00% | 0 | -10 | -100.0% | -$1,839 | 清仓 |
| — | KYNTRA BIO | $20 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST PORTFOLIOS UNIT 12004 BALANCED INCOME EQUITY ETF PORTFOLI | $43 | 0.00% | 4 | 4 | — | $43 | 新建仓 |
| PDN | INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF | $110 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VREX | VAREX IMAGING CORP | $191 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC F | $1,972 | 0.00% | 10 | 10 | — | $1,972 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOL | $2,555 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP F | $2,588 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $3,031 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP F | $3,442 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $4,408 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IFLN | INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF | $4,575 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTURY ONE CHOICE 2045 INV | $5,008 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $5,427 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF | $5,810 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $6,324 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND ETF SHARES | $9,365 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $9,440 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| AMRX | AMNEAL PHARMACEUTICALS ICLASS CLASS A | $9,944 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $1.01万 | 0.01% | 39 | 1 | 2.6% | $259 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $1.05万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| XSVM | INVESCO S & P SMALLCAP VALUE WITH MOMENTUM ETF | $1.05万 | 0.01% | 175 | 1 | 0.6% | $60 | 加仓 |
| ONEV | STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF | $1.14万 | 0.01% | 85 | 1 | 1.2% | $134 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $1.20万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $1.22万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1.27万 | 0.01% | 497 | 2 | 0.4% | $51 | 加仓 |
| TSLA | TESLA INC | $1.34万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER W W INC | $1.42万 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| — | US TREASU NT 3.875 03/27UST NOTE DUE 03/31/27 | $1.50万 | 0.01% | 15,000 | 15,000 | — | $1.50万 | 新建仓 |
| — | GLOBAL X INTERNET OF THINGS ETF | $1.68万 | 0.02% | 450 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1.78万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $1.86万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| — | DUKE ENERGY FLORI 2.5 29 DUE 12/01/29 | $1.87万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| — | HALLIBURTON CO 2.92 30 DUE 03/01/30 | $1.88万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| — | US TREASU NT 0.875 09/26UST NOTE DUE 09/30/26 | $1.97万 | 0.02% | 20,000 | 20,000 | — | $1.97万 | 新建仓 |
| — | US TREASURY BILL26U S T BILL DUE 08/06/26 | $1.97万 | 0.02% | 20,000 | 20,000 | — | $1.97万 | 新建仓 |
| — | WESTPAC BKG CORP3.4 28F DUE 01/25/28 | $1.97万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| — | ENTERGY TEXAS, INC. 4 29 DUE 03/30/29 | $1.98万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| — | CITIGROUP INC. 4.125 28 DUE 07/25/28 | $1.98万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY 3.95 27 DUE 04/23/27 | $1.99万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| — | THE BANK OF NEW Y 2.8 26 DUE 05/04/26 | $2.00万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2.45万 | 0.02% | 274 | 0 | 0.0% | — | 不变 |
| — | US TREASU NT 0.875 06/26UST NOTE DUE 06/30/26 | $2.48万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $2.50万 | 0.02% | 120 | 0 | 0.0% | — | 不变 |
| — | US TREASU NT 4.875 05/26UST NOTE DUE 05/31/26 | $2.50万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| — | US TREASU NT 1.125 10/26UST NOTE DUE 10/31/26 | $2.95万 | 0.03% | 30,000 | 30,000 | — | $2.95万 | 新建仓 |
| — | US TREASURY BILL26U S T BILL DUE 04/16/26 | $3.00万 | 0.03% | 30,000 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $3.90万 | 0.04% | 1,175 | 0 | 0.0% | — | 不变 |
| — | US TREASUR NT 0.75 08/26UST NOTE DUE 08/31/26 | $4.94万 | 0.04% | 50,000 | 50,000 | — | $4.94万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $5.09万 | 0.05% | 660 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $5.44万 | 0.05% | 1,558 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT IREIT | $5.69万 | 0.05% | 2,958 | 2,958 | — | $5.69万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY H F | $5.72万 | 0.05% | 146 | -62 | -29.8% | -$2.43万 | 减仓 |
| ITT | ITT INC | $5.75万 | 0.05% | 302 | 302 | — | $5.75万 | 新建仓 |
| GEV | GE VERNOVA INC | $5.94万 | 0.05% | 68 | 68 | — | $5.94万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $5.99万 | 0.05% | 213 | 213 | — | $5.99万 | 新建仓 |
| BWA | BORGWARNER INC | $6.04万 | 0.05% | 1,113 | 1,113 | — | $6.04万 | 新建仓 |
| JBL | JABIL INC | $6.08万 | 0.06% | 229 | 229 | — | $6.08万 | 新建仓 |
| ASIX | ADVANSIX INC | $6.09万 | 0.06% | 2,497 | 2,497 | — | $6.09万 | 新建仓 |
| FHI | FEDERATED HERMES INC B CLASS B | $6.18万 | 0.06% | 1,090 | 1,090 | — | $6.18万 | 新建仓 |
| ONDS | ONDAS INC | $6.26万 | 0.06% | 6,925 | 6,925 | — | $6.26万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $6.36万 | 0.06% | 1,910 | -928 | -32.7% | -$3.09万 | 减仓 |