13FBOX
Cassady Wealth & Retirement Planning, LLC · 13F 持仓分析
期权收益计算器 机构排行

Cassady Wealth & Retirement Planning, LLC

No.6893 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.15亿
环比变动 Q1 2026
+$813.6万+3.9%
持仓股票数
104
新买入
4
加仓
50
减仓
39
清仓
1
持股不变
11
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SGOV
6.63%6.77%$1,424.6万14.2万股$1,400.6万13.9万股+2,384股+1.71%加仓
C资本集团股息价值CCBG
4.53%4.18%$973.3万19.8万股$864.1万18.6万股+1.1万股+6.08%加仓
IInnovator ETF信托PAPR
4.12%4.22%$885.0万21.0万股$873.4万21.0万股-346股-0.16%减仓
V先锋领航·FTSEVEA
3.9%3.65%$839.7万11.8万股$754.4万11.0万股+8,198股+7.48%加仓
IInnovator ETF信托PFEB
3.86%3.93%$829.4万19.3万股$812.3万19.3万股00.00%持仓不变
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUN
3.26%0.91%$701.3万16.2万股$188.0万4.4万股+11.9万股+271.98%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
2.96%3.02%$636.1万18.8万股$624.6万19.0万股-1,799股-0.95%减仓
IInnovator ETF信托PMAR
2.73%2.78%$586.4万12.3万股$575.2万12.3万股-57股-0.05%减仓
F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI
2.54%2.62%$546.9万13.5万股$542.8万13.2万股+2,268股+1.71%加仓
VanEck ETF信托SMH
2.51%1.9%$539.7万8,229股$393.2万7,760股+469股+6.04%加仓
IInnovator ETF信托PMAY
2.47%1.63%$530.4万12.8万股$337.3万8.3万股+4.5万股+54.38%加仓
AAMPLIFY ETF TRDIVO
2.46%2.34%$530.0万11.6万股$484.1万10.6万股+1.0万股+9.75%加仓
PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL
2.26%2.06%$485.0万10.8万股$426.0万9.7万股+1.1万股+11.10%加仓
V先锋领航·TOTALBND
2.25%2.23%$484.3万6.6万股$460.6万6.3万股+3,308股+5.28%加仓
VVIRTUS TERRANOVA US QUALITY MOMENTUM ETFJOET
2.08%1.76%$446.7万9.7万股$364.6万8.5万股+1.1万股+13.49%加仓
TTCW ETF TRUST TRANSFORM SYSTEMPWRD
2.07%1.76%$446.1万3.6万股$364.8万3.2万股+3,945股+12.20%加仓
C资本集团成长ETFCGGR
2.02%1.75%$434.6万9.2万股$361.5万8.1万股+1.1万股+13.71%加仓
CCAPITAL CORE BALANCEDCGBL
1.95%1.91%$419.1万11.0万股$394.2万10.8万股+2,871股+2.67%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
1.73%1.73%$372.3万10.7万股$357.2万11.0万股-3,045股-2.77%减仓
S道富·EET SPDR S&P BIOTECH ETFXBI
1.72%1.34%$370.5万2.3万股$277.6万2.1万股+2,271股+10.74%加仓
V先锋领航指数基金VUG
1.7%8.23%$366.3万4.3万股$1,703.6万3.9万股+3,542股+9.09%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPDEC
1.66%1.69%$356.6万7.8万股$349.9万7.8万股-242股-0.31%减仓
IInnovator ETF信托PNOV
1.65%1.67%$353.9万8.0万股$345.8万8.0万股-85股-0.11%减仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
1.59%1.53%$342.2万3.0万股$315.8万2.9万股+890股+3.02%加仓
PPacer基金信托CALF
1.57%1.39%$336.7万6.7万股$287.8万6.0万股+6,563股+10.94%加仓
PPacer基金信托COWZ
1.52%1.63%$327.5万5.3万股$338.1万5.3万股-586股-1.10%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPOCT
1.45%1.49%$312.1万6.7万股$307.9万6.8万股-590股-0.87%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN
1.45%1.47%$311.3万6.3万股$304.6万6.3万股+101股+0.16%加仓
GGlobal X Cybersecurity EtfBUG
1.42%0.9%$304.9万8.0万股$186.3万7.0万股+9,673股+13.79%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BFPAUG
1.32%1.35%$284.3万6.2万股$278.7万6.2万股-41股-0.07%减仓
VVIRTUS ETF TR IISEIX
1.32%1.15%$284.2万12.3万股$238.6万10.3万股+2.0万股+19.65%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL
1.27%1.3%$273.0万5.6万股$268.2万5.6万股+11股+0.02%加仓
VVanEck ETF信托GDX
1.25%1.35%$268.9万3.6万股$279.4万3.2万股+3,987股+12.60%加仓
C资本集团固定收益ETF信托CGMS
1.24%1.09%$267.6万9.8万股$226.2万8.2万股+1.5万股+18.75%加仓
IiShares安硕信托IDEV
1.15%1.21%$248.3万2.8万股$249.9万2.8万股-388股-1.37%减仓
V先锋领航斯科茨代尔基金VCIT
1.07%0.93%$229.4万2.8万股$192.8万2.3万股+4,494股+19.31%加仓
VanEck ETF信托PPH
0.96%0.84%$206.3万1.9万股$173.7万1.7万股+1,804股+10.58%加仓
IInnovator ETF信托PSEP
0.89%0.91%$191.4万4.2万股$188.8万4.2万股-280股-0.67%减仓
IiShares安硕信托PFF
0.8%0.75%$171.5万5.6万股$154.2万4.9万股+7,240股+14.77%加仓
AAMPLIFY ETF TRQDVO
0.8%0.66%$171.0万5.7万股$137.3万4.7万股+1.0万股+22.09%加仓
V先锋领航·TOTALBNDX
0.75%0.73%$160.9万3.3万股$151.6万3.2万股+1,658股+5.25%加仓
VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF
0.72%0.66%$155.9万8.7万股$136.2万7.4万股+1.4万股+18.69%加仓
S嘉信·USSCHX
0.65%0.64%$139.6万4.7万股$132.6万4.7万股+570股+1.22%加仓
IiShares安硕IEMG
0.53%0.57%$114.8万1.4万股$117.8万1.5万股-1,158股-7.71%减仓
IInnovator ETF信托DDFD
0.48%0.47%$102.6万5.1万股$96.6万4.9万股+2,233股+4.55%加仓
S道富SPHY
0.47%0.47%$101.6万4.3万股$97.3万4.1万股+2,021股+4.89%加仓
SSEI QIMSEIM
0.45%0.45%$96.4万1.7万股$92.5万1.8万股-1,029股-5.66%减仓
SSEI QIMSEIV
0.44%0.44%$94.0万2.0万股$90.2万2.0万股-831股-4.07%减仓
V先锋领航·MALVERN FDSVTIP
0.43%0.43%$91.5万1.8万股$88.4万1.8万股+660股+3.76%加仓
V先锋领航·FSTEVWO
0.4%0.43%$86.8万1.5万股$88.1万1.5万股-412股-2.75%减仓

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