13FBOX
CARY STREET PARTNERS FINANCIAL LLC · 13F 持仓分析
期权收益计算器 机构排行

CARY STREET PARTNERS FINANCIAL LLC

No.1015 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$45.95亿
环比变动 Q1 2026
+$5.59亿+13.8%
持仓股票数
1085
新买入
139
加仓
442
减仓
393
清仓
39
持股不变
111
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
V先锋领航指数基金VTV
3.08%3.2%$1.42亿65.0万股$1.29亿65.9万股-9,104股-1.38%减仓
苹果AAPL
3.03%2.97%$1.39亿48.2万股$1.20亿47.2万股+9,719股+2.06%加仓
V先锋领航指数基金VUG
2.45%2.38%$1.12亿132.6万股$9,592.3万24.1万股+108.5万股+451.14%加仓
AAlphabet Inc Class CGOOG
1.76%1.66%$8,074.5万22.9万股$6,708.0万23.4万股-5,317股-2.27%减仓
微软MSFT
1.73%1.9%$7,972.5万21.4万股$7,669.4万20.7万股+6,542股+3.16%加仓
CCAPITOL SER TRTACK
1.66%1.85%$7,645.5万241.7万股$7,465.6万245.6万股-3.9万股-1.58%减仓
IiShares安硕信托EFG
1.4%1.45%$6,428.7万51.7万股$5,859.5万52.6万股-9,437股-1.79%减仓
IiShares安硕信托EFV
1.33%1.31%$6,090.4万81.4万股$5,298.2万73.1万股+8.3万股+11.35%加仓
TTCW ETF TRUSTXB
1.31%1.5%$6,004.2万153.1万股$6,035.5万153.7万股-5,632股-0.37%减仓
V先锋领航指数基金VB
1.26%1.27%$5,770.2万19.0万股$5,114.7万19.5万股-4,915股-2.52%减仓
谷歌AGOOGL
1.23%1.11%$5,663.5万15.8万股$4,494.7万15.6万股+2,172股+1.39%加仓
J摩根大通交易所交易基金JPIE
1.23%1.29%$5,641.5万122.5万股$5,195.4万112.8万股+9.7万股+8.63%加仓
亚马逊AMZN
1.19%1.17%$5,455.9万22.9万股$4,715.6万22.6万股+2,494股+1.10%加仓
J摩根大通交易所交易基金JEPI
1.09%1.37%$4,988.0万88.3万股$5,527.4万97.5万股-9.2万股-9.44%减仓
英伟达NVDA
1.08%1.03%$4,946.7万24.7万股$4,154.9万23.8万股+8,983股+3.77%加仓
G通用动力VTI
1.04%1.01%$4,785.9万12.9万股$4,082.1万12.7万股+2,089股+1.64%加仓
SSPDR标普500 ETFSPY
0.96%0.96%$4,404.2万5.9万股$3,861.1万5.9万股-395股-0.67%减仓
伯克希尔哈撒韦BRK.B
0.87%0.97%$3,997.8万8.0万股$3,919.7万8.2万股-1,904股-2.33%减仓
V先锋领航指数基金VOT
0.85%0.68%$3,889.2万12.7万股$2,744.0万10.7万股+2.0万股+19.08%加仓
PPGIM PORTFOLIO BALLAST ETFPBL
0.84%0.94%$3,847.8万116.1万股$3,780.0万126.1万股-10.0万股-7.95%减仓
礼来LLY
0.81%0.63%$3,705.2万3.1万股$2,536.1万2.8万股+3,318股+12.03%加仓
摩根大通JPM
0.79%0.77%$3,611.4万11.0万股$3,094.4万10.5万股+5,133股+4.88%加仓
V先锋领航·MIDVO
0.78%0.76%$3,572.0万44.3万股$3,056.6万10.6万股+33.7万股+316.54%加仓
强生JNJ
0.77%0.84%$3,542.3万13.9万股$3,389.6万13.9万股+811股+0.58%加仓
V先锋领航债券指数基金BIV
0.73%0.86%$3,351.7万47.6万股$3,454.8万48.7万股-1.1万股-2.19%减仓
艾伯维ABBV
0.73%0.69%$3,343.7万13.3万股$2,803.7万12.9万股+3,964股+3.07%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.69%0.73%$3,165.8万18.4万股$2,959.5万18.4万股-374股-0.20%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.67%0.7%$3,088.8万13.1万股$2,844.3万13.2万股-1,719股-1.30%减仓
雷神技术RTX
0.66%0.74%$3,016.0万15.9万股$2,986.6万15.5万股+4,135股+2.67%加仓
UNITED RENTALSURI
0.64%0.47%$2,934.8万2.6万股$1,910.4万2.6万股-317股-1.21%减仓
S道富SPYM
0.64%0.84%$2,931.7万33.4万股$3,395.9万44.4万股-11.0万股-24.81%减仓
IiShares安硕信托IVV
0.64%0.66%$2,926.8万3.9万股$2,650.3万4.1万股-1,491股-3.67%减仓
V先锋领航指数基金VOO
0.64%0.59%$2,919.6万4.3万股$2,398.0万4.0万股+2,379股+5.93%加仓
C资本集团股息价值CCBG
0.61%0.59%$2,814.3万57.1万股$2,384.3万56.0万股+1.1万股+1.89%加仓
PALO ALTOPANW
0.6%0.33%$2,773.7万8.1万股$1,332.9万8.3万股-1,804股-2.17%减仓
威廉姆斯WMB
0.57%0.64%$2,608.7万35.1万股$2,575.5万35.4万股-2,954股-0.83%减仓
默沙东MRK
0.56%0.6%$2,584.0万20.1万股$2,420.1万20.1万股-100股-0.05%减仓
IiShares安硕信托ICSH
0.56%0.86%$2,579.5万51.0万股$3,464.6万68.4万股-17.4万股-25.49%减仓
I景顺交易所交易基金信托RSP
0.55%0.51%$2,549.2万12.0万股$2,075.8万10.8万股+1.2万股+10.77%加仓
思科CSCO
0.55%0.47%$2,536.5万21.6万股$1,899.7万24.5万股-2.9万股-11.80%减仓
家得宝HD
0.52%0.6%$2,389.9万6.8万股$2,427.3万7.4万股-6,040股-8.18%减仓
IiShares安硕·COREIJR
0.51%0.48%$2,352.4万15.9万股$1,948.2万15.7万股+1,895股+1.21%加仓
VisaV
0.51%0.5%$2,341.2万6.8万股$2,032.5万6.7万股+990股+1.47%加仓
QUANTA SVCSPWR
0.51%0.47%$2,332.8万3.2万股$1,891.2万3.4万股-2,048股-5.95%减仓
阿斯麦ASML
0.49%0.38%$2,257.6万1.1万股$1,532.6万1.2万股-255股-2.20%减仓
德州仪器TXN
0.49%0.36%$2,238.9万7.5万股$1,460.4万7.5万股-112股-0.15%减仓
I景顺QQQ信托VOO
0.47%0.37%$2,153.5万2.9万股$1,473.4万2.6万股+3,716股+14.56%加仓
卡特彼勒CAT
0.47%0.38%$2,145.1万2.0万股$1,514.9万2.1万股-1,239股-5.79%减仓
IiShares安硕·RUSSELLIWF
0.47%0.45%$2,141.5万17.2万股$1,815.9万4.3万股+13.0万股+304.98%加仓
NNEUBERGER OPTION STRATEGY ETFNBOS
0.46%0.52%$2,126.2万75.9万股$2,093.4万78.3万股-2.4万股-3.04%减仓

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