13FBOX
CAPITAL FINANCIAL GROUP INC\CO\ /ADV · 13F 持仓分析
期权收益计算器 机构排行

CAPITAL FINANCIAL GROUP INC\CO\ /ADV

No.7296 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.91亿
环比变动 Q1 2026
+$903.0万+5.0%
持仓股票数
102
新买入
7
加仓
52
减仓
41
清仓
11
持股不变
2
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
S道富SPYM
9.82%9.36%$1,877.0万21.4万股$1,703.2万22.3万股-8,931股-4.01%减仓
G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE
6.96%6.95%$1,329.3万29.1万股$1,265.4万29.3万股-2,509股-0.86%减仓
IiShares安硕信托USMV
6.64%6.69%$1,268.7万13.2万股$1,217.6万13.1万股+231股+0.18%加仓
SSPDR道富指数基金SPEM
3.4%3.28%$650.5万12.6万股$597.7万12.7万股-1,781股-1.40%减仓
TTR ACTIVEBETA US SMALL CAP EQUITY ETFGSSC
3.12%2.73%$596.1万6.5万股$496.4万6.7万股-1,261股-1.89%减仓
IiShares安硕·COREIJH
2.96%2.78%$565.1万7.3万股$506.9万7.5万股-1,777股-2.37%减仓
S道富SPAB
2.85%2.13%$545.0万21.4万股$388.3万15.2万股+6.2万股+40.89%加仓
F第一信托交易所交易基金VIFIXD
2.58%2.69%$493.5万11.3万股$489.3万11.2万股+907股+0.81%加仓
摩根大通JPM
2.57%2.5%$491.9万1.5万股$455.1万1.5万股-444股-2.87%减仓
苹果AAPL
2.3%2.64%$439.9万1.5万股$481.0万1.9万股-3,749股-19.78%减仓
G高盛ETF信托GIGB
2.18%2.22%$416.5万9.1万股$404.8万8.8万股+2,348股+2.66%加仓
G高盛ETF信托GBIL
2.15%2.2%$410.1万4.1万股$401.0万4.0万股+921股+2.30%加仓
SSSGA ACTIVE ETF TRWIP
2.14%1.88%$408.5万10.3万股$342.5万8.6万股+1.7万股+20.06%加仓
强生JNJ
1.87%2.1%$357.4万1.4万股$382.8万1.6万股-1,590股-10.15%减仓
F第一信托交易所交易基金SDVY
1.79%1.63%$342.1万7.9万股$297.4万7.5万股+3,877股+5.14%加仓
F第一信托交易所交易基金IIIFMB
1.52%1.57%$290.5万5.7万股$286.3万5.7万股+40股+0.07%加仓
IiShares安硕信托SHYG
1.31%0.94%$250.3万5.9万股$171.0万4.0万股+1.9万股+46.00%加仓
雪佛龙CVX
1.21%1.5%$231.9万1.4万股$273.6万1.3万股+763股+5.77%加仓
KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG
1.2%1.06%$230.0万8.3万股$192.3万7.1万股+1.2万股+17.52%加仓
IiShares安硕信托LQD
1.17%1.57%$223.8万2.1万股$285.0万2.6万股-5,634股-21.54%减仓
洛克希德马丁LMT
1.1%1.3%$209.6万4,113股$236.1万3,906股+207股+5.30%加仓
埃克森美孚XOM
1.08%1.43%$206.6万1.5万股$261.2万1.5万股-284股-1.84%减仓
SSIMPLIFY EXCHANGE TRADED FUNCTA
1.07%1.01%$204.7万7.9万股$183.0万6.1万股+1.8万股+30.34%加仓
诺华NVS
1.07%1.13%$204.3万1.3万股$206.3万1.4万股-469股-3.47%减仓
PPGIM ULTRAPULS
1.06%0.74%$202.4万4.1万股$135.2万2.7万股+1.4万股+49.59%加仓
IRON MTN DEL COMIRM
1.06%0.98%$201.8万1.6万股$178.5万1.7万股-1,493股-8.55%减仓
IIBMIBM
1.06%0.86%$201.6万7,169股$156.6万6,460股+709股+10.98%加仓
F第一信托·USTFMHI
1%1.01%$191.2万3.9万股$183.4万3.9万股+866股+2.24%加仓
UUNILEVER SPON ADR NEWUL
0.99%0.57%$188.6万3.1万股$104.6万1.8万股+1.3万股+70.79%加仓
REPUBLIC SVCSRSG
0.97%0.76%$184.5万8,661股$138.9万6,344股+2,317股+36.52%加仓
BLACK HILLSBKH
0.91%0.84%$174.6万2.3万股$153.5万2.2万股+1,341股+6.06%加仓
IiShares安硕信托GVI
0.91%0.92%$173.9万1.6万股$166.6万1.6万股+464股+2.96%加仓
联合包裹UPSUPS
0.89%0.75%$170.7万1.6万股$136.0万1.4万股+2,053股+14.85%加仓
F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC
0.88%0.48%$167.8万6.2万股$86.9万3.0万股+3.2万股+104.97%加仓
ALTRIAMO
0.87%0.83%$166.3万2.3万股$151.8万2.3万股+109股+0.47%加仓
FFIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETFFUMB
0.87%0.89%$165.3万8.2万股$162.3万8.1万股+1,490股+1.84%加仓
威瑞森VZ
0.8%1.04%$152.1万3.6万股$188.6万3.8万股-1,644股-4.38%减仓
IiShares安硕信托AGG
0.76%1.5%$144.9万1.5万股$272.8万2.7万股-1.3万股-46.74%减仓
WWORLD GOLD TRGLD
0.73%1.61%$140.0万1.8万股$292.4万3.2万股-1.4万股-44.13%减仓
NEBIUSNBIS
0.71%0.33%$134.8万4,882股$60.5万5,835股-953股-16.33%减仓
PHILIP MORRIS INTLPM
0.66%0.66%$127.0万7,018股$119.7万7,239股-221股-3.05%减仓
联合太平洋铁路UNP
0.65%0.55%$125.0万4,597股$100.8万4,154股+443股+10.66%加仓
MP MATERIALSMP
0.65%0.63%$124.7万2.2万股$115.2万2.4万股-1,601股-6.71%减仓
通用动力GD
0.65%0.24%$124.6万3,518股$43.3万1,261股+2,257股+178.98%加仓
IiShares比特币ETFIBIT
0.65%0.31%$123.7万3.7万股$56.2万1.5万股+2.3万股+153.80%加仓
AVNETAVT
0.61%0.25%$115.7万1.3万股$46.3万7,512股+5,511股+73.36%加仓
RRBB FDTBIL
0.6%1.1%$114.4万2.3万股$201.1万4.0万股-1.7万股-43.12%减仓
纽蒙特NEM
0.59%1.45%$113.5万1.2万股$264.6万2.4万股-1.2万股-50.28%减仓
卡特彼勒CAT
0.57%0.38%$109.4万1,027股$69.5万981股+46股+4.69%加仓
ALLY FINLALLY
0.57%0.23%$108.4万2.4万股$41.7万1.1万股+1.3万股+121.77%加仓

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