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Kastel Capital Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Kastel Capital Advisors, LLC

No.7975 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.58亿
环比变动 Q1 2026
-$503.1万-3.1%
持仓股票数
57
新买入
5
加仓
28
减仓
19
清仓
3
持股不变
5
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Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
14.63%14.77%$2,309.9万3.5万股$2,406.9万3.5万股+222股+0.63%加仓
F富达·MERRIMACK STR TRFBND
13.98%12.32%$2,207.5万48.4万股$2,007.8万43.6万股+4.8万股+10.96%加仓
IiShares安硕信托IXUS
10.1%10.75%$1,594.8万18.4万股$1,751.2万20.7万股-2.3万股-11.03%减仓
V先锋领航·S&P MID-CAP 400 ETFIVOO
6.06%5.47%$956.8万8.4万股$890.5万8.0万股+4,045股+5.08%加仓
S嘉信·USSCHP
4.89%4.49%$771.5万29.0万股$732.2万27.6万股+1.4万股+4.90%加仓
V先锋领航·SPECIALIZED FUNDSVIG
3.76%3.67%$593.6万2.8万股$597.3万2.7万股+427股+1.57%加仓
IiShares安硕信托SGOV
3.19%2.48%$503.7万5.0万股$404.7万4.0万股+9,731股+24.14%加仓
V先锋领航指数基金VOO
3.06%3.31%$483.7万8,095股$539.9万8,608股-513股-5.96%减仓
IiShares安硕信托GVI
2.59%1.97%$409.1万3.9万股$320.6万3.0万股+8,609股+28.77%加仓
V先锋领航白厅基金VYMI
2.46%$388.1万4.1万股$00股+4.1万股新买入
EETFS GOLD TRSGOL
2.37%2.61%$373.7万8.4万股$424.5万10.3万股-2.0万股-18.96%减仓
V先锋领航·FTSEVEA
2.32%2.76%$366.0万5.7万股$449.7万7.2万股-1.5万股-20.67%减仓
IiShares安硕信托AGG
2.03%3.25%$320.3万3.2万股$528.9万5.3万股-2.1万股-39.07%减仓
V先锋领航斯科茨代尔基金BSV
1.94%1.89%$306.6万3.9万股$308.0万3.9万股+46股+0.12%加仓
V先锋领航STAR基金VXUS
1.88%1.81%$296.1万3.8万股$294.3万3.9万股-610股-1.56%减仓
V先锋领航·S&P SMALL-CAP 600 ETFIVOO
1.76%1.62%$277.2万2.4万股$264.6万2.4万股+288股+1.21%加仓
IiShares安硕·MSCIQUAL
1.68%2.55%$265.0万1.4万股$415.4万2.1万股-7,098股-33.94%减仓
B贝莱德ETF信托DYNF
1.65%$260.0万4.5万股$00股+4.5万股新买入
S嘉信·U.S. BROAD MARKET ETFSCHB
1.62%1.76%$256.0万10.2万股$286.5万10.9万股-7,217股-6.61%减仓
IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF
1.59%2.02%$250.9万4.2万股$329.4万5.7万股-1.5万股-27.07%减仓
IiShares安硕信托IBMP
1.21%1.17%$190.7万7.5万股$190.1万7.5万股+76股+0.10%加仓
V先锋领航白厅基金VYM
1.19%1.08%$188.6万1.3万股$176.6万1.2万股+428股+3.48%加仓
IiShares安硕信托IBMO
1.16%1.19%$183.4万7.2万股$194.4万7.6万股-4,285股-5.65%减仓
FFIDELITY LOW DURATION BOND FACTOR ETFFLDR
1.08%$170.4万3.4万股$00股+3.4万股新买入
F富达Covington信托FENI
0.98%0.94%$155.4万4.2万股$152.8万4.2万股00.00%持仓不变
IiShares安硕信托IBMQ
0.88%0.85%$138.7万5.4万股$138.8万5.4万股+71股+0.13%加仓
IiShares安硕信托USMV
0.76%1.79%$119.8万1.3万股$290.9万3.1万股-1.8万股-58.18%减仓
IiShares安硕信托ILF
0.73%0.49%$115.7万3.3万股$79.4万2.6万股+6,492股+24.90%加仓
V先锋领航国际股票指数基金VGK
0.71%0.7%$112.5万1.4万股$113.8万1.4万股+36股+0.26%加仓
IiShares安硕信托IBDR
0.64%0.33%$101.1万4.2万股$54.4万2.2万股+1.9万股+85.63%加仓
V先锋领航市政债券基金VTEB
0.6%$95.3万1.9万股$00股+1.9万股新买入
V先锋领航指数基金VTV
0.47%0.44%$73.7万3,757股$71.7万3,754股+3股+0.08%加仓
G通用动力VTI
0.43%3.8%$67.2万2,094股$618.4万1.8万股-1.6万股-88.65%减仓
V先锋领航·SMALLVBR
0.36%0.34%$56.9万2,620股$55.5万2,619股+1股+0.04%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.36%0.39%$56.7万1.9万股$63.5万1.9万股00.00%持仓不变
IiShares安硕信托IBHH
0.35%0.34%$55.6万2.4万股$55.8万2.4万股+113股+0.48%加仓
IISHARES IBONDS 2027 TERMIBHG
0.35%0.34%$55.0万2.5万股$55.3万2.5万股+107股+0.43%加仓
F富达Covington信托FESM
0.34%0.33%$54.4万1.4万股$54.4万1.4万股-102股-0.71%减仓
IiShares比特币ETFIBIT
0.32%0.47%$50.5万1.3万股$77.3万1.6万股-2,432股-15.61%减仓
IiShares安硕信托MTUM
0.31%0.18%$49.4万2,057股$30.1万1,202股+855股+71.13%加仓
AALPS ETF信托AMLP
0.3%0.26%$47.9万9,104股$42.7万9,079股+25股+0.28%加仓
IiShares安硕信托IBDS
0.26%0.25%$41.2万1.7万股$41.1万1.7万股+71股+0.42%加仓
V先锋领航国际股票指数基金VT
0.26%0.24%$40.3万2,916股$38.8万2,750股+166股+6.04%加仓
IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM
0.25%0.25%$40.0万8,440股$40.3万8,440股00.00%持仓不变
IiShares安硕信托IBHF
0.24%0.23%$37.6万1.6万股$37.7万1.6万股+17股+0.10%加仓
IiShares安硕信托IEFA
0.22%0.2%$34.2万3,783股$32.7万3,653股+130股+3.56%加仓
IiShares安硕信托IQLT
0.2%1.68%$32.0万6,928股$274.3万6.0万股-5.3万股-88.52%减仓
IiShares安硕信托IWD
0.18%0.17%$27.8万1,303股$27.4万1,303股00.00%持仓不变
I景顺交易所交易基金信托RSP
0.17%0.16%$27.5万1,431股$26.5万1,386股+45股+3.25%加仓
IiShares安硕RING
0.17%0.27%$26.8万3,394股$43.8万5,949股-2,555股-42.95%减仓

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