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 |
|---|---|---|---|---|---|---|---|---|
| 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 |