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Capstone Wealth Management Group LLC · 13F 持仓分析
期权收益计算器 机构排行

Capstone Wealth Management Group LLC

No.7865 数据截至 2026Q1
最新持仓市值 (Q1 2026)
$1.63亿
环比变动 Q4 2025
-$258.8万-1.6%
持仓股票数
123
新买入
6
加仓
43
减仓
40
清仓
12
持股不变
34
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q1 2026 市值Q1 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
6.13%7.39%$996.8万3.9万股$1,220.8万4.5万股-5,631股-12.54%减仓
SSPDR道富系列信托BIL
5.25%5.21%$853.0万9.3万股$859.9万9.4万股-1,016股-1.08%减仓
埃克森美孚XOM
4.74%3.28%$770.3万4.5万股$541.7万4.5万股+390股+0.87%加仓
SSPDR行业精选信托XLK
3.82%4.07%$620.7万4.7万股$672.6万4.7万股-18股-0.04%减仓
惠顿贵金属WPM
3.06%2.76%$497.3万3.8万股$455.5万3.9万股-800股-2.06%减仓
IiShares安硕信托ITA
3%2.86%$488.2万2.2万股$472.2万2.2万股+325股+1.48%加仓
SSPDR道富系列信托BILS
2.9%2.73%$471.3万4.7万股$451.0万4.5万股+1,946股+4.28%加仓
SSPDR行业精选信托XLF
2.83%3.25%$459.5万9.3万股$536.3万9.8万股-4,848股-4.95%减仓
VVanEck ETF信托GDX
2.77%2.55%$450.6万4.9万股$421.1万4.9万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
2.68%2.74%$435.5万9,088股$452.8万9,008股+80股+0.89%加仓
IiShares白银信托SLV
2.46%2.32%$400.5万5.9万股$383.8万6.0万股-805股-1.35%减仓
J摩根大通交易所交易基金JEPI
2.42%2.4%$392.8万6.9万股$396.1万6.9万股+98股+0.14%加仓
英伟达NVDA
2.39%2.94%$388.8万2.2万股$486.1万2.6万股-3,766股-14.45%减仓
SSPDR行业精选信托XLE
2.14%1.54%$347.5万5.7万股$254.1万5.7万股-99股-0.17%减仓
泛林集团LRCX
1.96%1.68%$318.5万1.5万股$277.7万1.6万股-1,316股-8.11%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.91%2.03%$309.7万2.1万股$334.8万2.2万股-504股-2.33%减仓
AAlphabet Inc Class CGOOG
1.85%2.3%$300.8万1.0万股$380.3万1.2万股-1,633股-13.47%减仓
J摩根大通交易所交易基金JEPQ
1.83%1.87%$297.1万5.4万股$308.5万5.3万股+431股+0.81%加仓
强生JNJ
1.66%1.38%$269.5万1.1万股$227.9万1.1万股+14股+0.13%加仓
V先锋领航·SPECIALIZED FUNDSVIG
1.53%1.55%$249.3万1.2万股$255.8万1.2万股-50股-0.43%减仓
I景顺交易所交易基金信托XLG
1.49%1.59%$242.8万4.5万股$262.7万4.4万股+183股+0.41%加仓
IiShares安硕信托PFF
1.36%1.42%$220.9万7.3万股$233.7万7.5万股-2,645股-3.50%减仓
谷歌AGOOGL
1.35%1.5%$219.2万7,622股$247.5万7,907股-285股-3.60%减仓
微软MSFT
1.31%1.84%$213.4万5,765股$303.6万6,278股-513股-8.17%减仓
AALPS ETF信托AMLP
1.28%1.07%$208.5万4.0万股$177.1万3.8万股+1,954股+5.19%加仓
SSPDR黄金信托GLD
1.24%1.11%$201.3万4,679股$183.7万4,634股+45股+0.97%加仓
SSPDR行业精选信托XLP
1.17%1.11%$190.2万2.3万股$183.5万2.4万股-429股-1.82%减仓
Meta平台META
1.16%1.32%$188.8万3,300股$218.3万3,307股-7股-0.21%减仓
亚马逊AMZN
1.1%1.22%$179.3万8,611股$201.3万8,721股-110股-1.26%减仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
1.01%0.91%$164.2万4,995股$150.4万4,996股-1股-0.02%减仓
V先锋领航指数基金VB
0.95%0.85%$154.5万5,899股$140.9万5,461股+438股+8.02%加仓
V先锋领航指数基金VOO
0.91%0.94%$147.7万2,472股$155.2万2,475股-3股-0.12%减仓
SSPDR行业精选信托XLRE
0.83%0.87%$134.1万3.3万股$142.9万3.5万股-1,200股-3.47%减仓
V先锋领航指数基金VTV
0.8%0.77%$130.8万6,668股$127.9万6,699股-31股-0.46%减仓
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
0.78%0.74%$126.2万1.7万股$122.7万1.7万股+73股+0.42%加仓
NNLIGHTLASR
0.76%0.62%$124.2万2.2万股$102.3万2.7万股-5,500股-20.16%减仓
沃尔玛WMT
0.74%0.66%$120.4万9,685股$108.8万9,767股-82股-0.84%减仓
V先锋领航·FTSEVEA
0.68%0.56%$111.0万1.7万股$91.9万1.5万股+2,602股+17.68%加仓
WWisdomTree·JAPANDXJ
0.67%0.6%$109.6万6,909股$98.5万6,834股+75股+1.10%加仓
IiShares安硕信托TIP
0.66%0.57%$106.5万9,651股$94.8万8,626股+1,025股+11.88%加仓
洛克希德马丁LMT
0.62%0.49%$101.5万1,680股$81.2万1,679股+1股+0.06%加仓
BLACKSTONE SECD LENDINGBXSL
0.61%0.69%$99.6万4.2万股$113.6万4.3万股-1,100股-2.55%减仓
博通AVGO
0.59%0.59%$95.4万3,083股$97.2万2,809股+274股+9.75%加仓
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
0.57%0.55%$92.7万1.0万股$90.4万1.0万股00.00%持仓不变
SSPDR行业精选信托XLY
0.54%0.57%$88.2万7,956股$93.7万7,956股00.00%持仓不变
SSPDR标普500 ETFSPY
0.53%0.67%$86.4万1,328股$111.0万1,628股-300股-18.43%减仓
SSPDR道富系列信托SDY
0.52%0.46%$84.9万5,820股$75.6万5,430股+390股+7.18%加仓
IIBMIBM
0.5%0.61%$80.6万3,327股$101.0万3,410股-83股-2.43%减仓
康宁GLW
0.43%0.27%$69.4万5,107股$44.1万5,038股+69股+1.37%加仓
I景顺交易所交易基金信托RSP
0.4%0.39%$65.7万3,423股$63.8万3,332股+91股+2.73%加仓

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