CFG Wealth Management Services, Inc.
INDIANAPOLIS XX · SEC CIK 0002133547
$1.07亿2026Q2 申报市值
80持仓数
65.0%前十大占比 · 第一大 12.9%
0 / 72新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$205.57万
IJR 清仓-$16.73万
LQD 清仓-$16.73万
SLQD 清仓-$16.16万
ANET 清仓-$14.34万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $0 | 0.00% | 0 | -1,346 | -100.0% | -$16.73万 | 清仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -1,535 | -100.0% | -$16.73万 | 清仓 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -3,200 | -100.0% | -$16.16万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -1,168 | -100.0% | -$14.34万 | 清仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $0 | 0.00% | 0 | -1,450 | -100.0% | -$14.10万 | 清仓 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $0 | 0.00% | 0 | -1,429 | -100.0% | -$13.25万 | 清仓 |
| ATI | ATI INC | $0 | 0.00% | 0 | -720 | -100.0% | -$10.47万 | 清仓 |
| ENS | ENERSYS | $0 | 0.00% | 0 | -580 | -100.0% | -$10.08万 | 清仓 |
| DXPE | DXP ENTERPRISES INC | $0 | 0.00% | 0 | -720 | -100.0% | -$10.06万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -1,167 | -100.0% | -$9.44万 | 清仓 |
| APP | APPLOVIN CORP CLASS CLASS A | $0 | 0.00% | 0 | -225 | -100.0% | -$8.96万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$8.58万 | 清仓 |
| TNL | TRAVEL LEISURE CO | $0 | 0.00% | 0 | -1,220 | -100.0% | -$8.44万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -118 | -100.0% | -$8.29万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -425 | -100.0% | -$8.02万 | 清仓 |
| EAT | BRINKER INTL INC | $0 | 0.00% | 0 | -560 | -100.0% | -$8.00万 | 清仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $0 | 0.00% | 0 | -470 | -100.0% | -$7.94万 | 清仓 |
| FET | FORUM ENERGY TECHNOLOGIE | $0 | 0.00% | 0 | -1,350 | -100.0% | -$7.92万 | 清仓 |
| — | LIGHT & WONDER INC | $0 | 0.00% | 0 | -950 | -100.0% | -$7.91万 | 清仓 |
| HLIT | HARMONIC INC | $0 | 0.00% | 0 | -8,750 | -100.0% | -$7.86万 | 清仓 |
| APTV | APTIV PLC NEW FTRADES WITH DUE BILLS | $0 | 0.00% | 0 | -1,097 | -100.0% | -$7.62万 | 清仓 |
| NYT | NEW YORK TIMES CO CLASS CLASS A | $0 | 0.00% | 0 | -847 | -100.0% | -$7.09万 | 清仓 |
| MUR | MURPHY OIL CORP | $0 | 0.00% | 0 | -1,670 | -100.0% | -$6.89万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP | $0 | 0.00% | 0 | -113 | -100.0% | -$6.70万 | 清仓 |
| ANDE | ANDERSONS INC | $0 | 0.00% | 0 | -913 | -100.0% | -$6.55万 | 清仓 |
| PTGX | PROTAGONIST THERAPEUTICS | $0 | 0.00% | 0 | -611 | -100.0% | -$6.44万 | 清仓 |
| VIAV | VIAVI SOLUTIONS INC | $0 | 0.00% | 0 | -1,910 | -100.0% | -$6.36万 | 清仓 |
| ONDS | ONDAS INC | $0 | 0.00% | 0 | -6,925 | -100.0% | -$6.26万 | 清仓 |
| FHI | FEDERATED HERMES INC B CLASS B | $0 | 0.00% | 0 | -1,090 | -100.0% | -$6.18万 | 清仓 |
| ASIX | ADVANSIX INC | $0 | 0.00% | 0 | -2,497 | -100.0% | -$6.09万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -229 | -100.0% | -$6.08万 | 清仓 |
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | -1,113 | -100.0% | -$6.04万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -213 | -100.0% | -$5.99万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -68 | -100.0% | -$5.94万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -302 | -100.0% | -$5.75万 | 清仓 |
| STX | SEAGATE TECHNOLOGY H F | $0 | 0.00% | 0 | -146 | -100.0% | -$5.72万 | 清仓 |
| SBRA | SABRA HEALTH CARE REIT IREIT | $0 | 0.00% | 0 | -2,958 | -100.0% | -$5.69万 | 清仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -1,558 | -100.0% | -$5.44万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -660 | -100.0% | -$5.09万 | 清仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $0 | 0.00% | 0 | -1,175 | -100.0% | -$3.90万 | 清仓 |
| AMZN | AMAZON.COM INC | $0 | 0.00% | 0 | -120 | -100.0% | -$2.50万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -274 | -100.0% | -$2.45万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -150 | -100.0% | -$1.86万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -70 | -100.0% | -$1.78万 | 清仓 |
| — | GLOBAL X INTERNET OF THINGS ETF | $0 | 0.00% | 0 | -450 | -100.0% | -$1.68万 | 清仓 |
| GWW | GRAINGER W W INC | $0 | 0.00% | 0 | -13 | -100.0% | -$1.42万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -36 | -100.0% | -$1.34万 | 清仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $0 | 0.00% | 0 | -497 | -100.0% | -$1.27万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -72 | -100.0% | -$1.22万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $0 | 0.00% | 0 | -25 | -100.0% | -$1.20万 | 清仓 |
| ONEV | STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF | $0 | 0.00% | 0 | -85 | -100.0% | -$1.14万 | 清仓 |
| XSVM | INVESCO S & P SMALLCAP VALUE WITH MOMENTUM ETF | $0 | 0.00% | 0 | -175 | -100.0% | -$1.05万 | 清仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -144 | -100.0% | -$1.05万 | 清仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $0 | 0.00% | 0 | -39 | -100.0% | -$1.01万 | 清仓 |
| AMRX | AMNEAL PHARMACEUTICALS ICLASS CLASS A | $0 | 0.00% | 0 | -800 | -100.0% | -$9,944 | 清仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $0 | 0.00% | 0 | -74 | -100.0% | -$9,440 | 清仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -75 | -100.0% | -$9,365 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -55 | -100.0% | -$6,324 | 清仓 |
| — | ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$5,810 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -75 | -100.0% | -$5,427 | 清仓 |
| — | AMERICAN CENTURY ONE CHOICE 2045 INV | $0 | 0.00% | 0 | -287 | -100.0% | -$5,008 | 清仓 |
| IFLN | INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF | $0 | 0.00% | 0 | -255 | -100.0% | -$4,575 | 清仓 |
| IAU | ISHARES GOLD TRUST | $0 | 0.00% | 0 | -50 | -100.0% | -$4,408 | 清仓 |
| PAAS | PAN AMERN SILVER CORP F | $0 | 0.00% | 0 | -63 | -100.0% | -$3,442 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -28 | -100.0% | -$3,031 | 清仓 |
| CCL | CARNIVAL CORP F | $0 | 0.00% | 0 | -100 | -100.0% | -$2,588 | 清仓 |
| ATMU | ATMUS FILTRATION TECHNOL | $0 | 0.00% | 0 | -45 | -100.0% | -$2,555 | 清仓 |
| AZN | ASTRAZENECA PLC F | $0 | 0.00% | 0 | -10 | -100.0% | -$1,972 | 清仓 |
| VREX | VAREX IMAGING CORP | $0 | 0.00% | 0 | -18 | -100.0% | -$191 | 清仓 |
| PDN | INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF | $0 | 0.00% | 0 | -3 | -100.0% | -$110 | 清仓 |
| — | FIRST TRUST PORTFOLIOS UNIT 12004 BALANCED INCOME EQUITY ETF PORTFOLI | $0 | 0.00% | 0 | -4 | -100.0% | -$43 | 清仓 |
| — | KYNTRA BIO | $0 | 0.00% | 0 | -3 | -100.0% | -$20 | 清仓 |
| — | US TREASU NT 3.875 03/27UST NOTE DUE 03/31/27 | $1.50万 | 0.01% | 15,000 | 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 | 0 | 0.0% | — | 不变 |
| — | US TREASURY BILL26U S T BILL DUE 08/06/26 | $1.97万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| — | 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 |
| — | US TREASU NT 0.875 06/26UST NOTE DUE 06/30/26 | $2.48万 | 0.02% | 25,000 | 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 | 0 | 0.0% | — | 不变 |
| — | US TREASURY BILL26U S T BILL DUE 04/16/26 | $3.00万 | 0.03% | 30,000 | 0 | 0.0% | — | 不变 |
| — | US TREASUR NT 0.75 08/26UST NOTE DUE 08/31/26 | $4.94万 | 0.05% | 50,000 | 0 | 0.0% | — | 不变 |
| SOC | SABLE OFFSHORE CORP CLASS A | $7.60万 | 0.07% | 12,600 | 0 | 0.0% | — | 不变 |
| — | US TREASUR NT 1.75 12/26UST NOTE DUE 12/31/26 | $9.85万 | 0.09% | 100,000 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD F | $9.97万 | 0.09% | 15,032 | 0 | 0.0% | — | 不变 |
| ALLO | ALLOGENE THERAPEUTICS IN | $12.20万 | 0.11% | 40,000 | 0 | 0.0% | — | 不变 |
| — | US TREASU NT 3.375 05/33UST NOTE DUE 05/15/33 | $14.29万 | 0.13% | 150,000 | 0 | 0.0% | — | 不变 |
| — | US TREASU NT 2.875 04/29UST NOTE DUE 04/30/29 | $14.58万 | 0.14% | 150,000 | 0 | 0.0% | — | 不变 |
| — | US TREASU NT 3.125 08/29UST NOTE DUE 08/31/29 | $14.65万 | 0.14% | 150,000 | 0 | 0.0% | — | 不变 |
| — | US TREASUR NT 3.75 02/33UST NOTE DUE 02/28/33 | $14.66万 | 0.14% | 150,000 | 0 | 0.0% | — | 不变 |
| — | US TREASU NT 1.625 05/31UST NOTE DUE 05/15/31 | $14.71万 | 0.14% | 165,000 | 0 | 0.0% | — | 不变 |
| — | US TREASU NT 3.875 08/33UST NOTE DUE 08/15/33 | $14.73万 | 0.14% | 150,000 | 0 | 0.0% | — | 不变 |
| — | US TREASUR NT 3.25 06/29UST NOTE DUE 06/30/29 | $14.73万 | 0.14% | 150,000 | 0 | 0.0% | — | 不变 |
| — | US TREASU NT 1.375 11/31UST NOTE DUE 11/15/31 | $14.74万 | 0.14% | 170,000 | 0 | 0.0% | — | 不变 |
| — | US TREASU NT 3.875 12/32UST NOTE DUE 12/31/32 | $14.78万 | 0.14% | 150,000 | 0 | 0.0% | — | 不变 |