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Compton Wealth Advisory Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Compton Wealth Advisory Group, LLC

No.4257 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.95亿
环比变动 Q1 2026
+$4,642.4万+10.3%
持仓股票数
83
新买入
0
加仓
18
减仓
43
清仓
2
持股不变
22
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先锋领航国际股票指数基金VEU
12.22%12.64%$6,053.8万73.2万股$5,673.8万74.6万股-1.4万股-1.85%减仓
IiShares安硕信托IWY
6.82%6.64%$3,379.1万11.7万股$2,983.4万11.9万股-1,453股-1.22%减仓
V先锋领航·SPECIALIZED FUNDSVIG
5.88%5.94%$2,912.6万12.3万股$2,666.8万12.4万股-470股-0.38%减仓
IiShares安硕信托IWX
5.12%5.09%$2,534.6万23.9万股$2,284.7万24.5万股-6,079股-2.48%减仓
V先锋领航指数基金VTV
5.08%5.15%$2,518.4万11.6万股$2,310.2万11.7万股-1,614股-1.37%减仓
V先锋领航指数基金VB
4.73%4.57%$2,345.0万7.8万股$2,053.2万7.8万股-172股-0.22%减仓
I景顺交易所交易基金信托RSP
4.17%4.23%$2,066.5万9.7万股$1,900.5万9.9万股-1,874股-1.90%减仓
苹果AAPL
3.73%3.63%$1,848.7万6.3万股$1,630.7万6.4万股-992股-1.56%减仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
3.5%3.62%$1,735.3万8.8万股$1,625.4万8.8万股-494股-0.56%减仓
V先锋领航·MALVERN FDSVCRB
3.19%3.24%$1,581.1万20.6万股$1,452.7万18.8万股+1.7万股+9.28%加仓
谷歌AGOOGL
3.11%2.85%$1,540.9万4.3万股$1,278.3万4.3万股-327股-0.76%减仓
V先锋领航指数基金VOT
2.86%2.69%$1,414.7万4.7万股$1,207.4万4.6万股+209股+0.45%加仓
V先锋领航·FTSEVEA
2.45%2.5%$1,214.8万17.3万股$1,124.7万17.3万股00.00%持仓不变
博通AVGO
2.4%2.26%$1,188.0万3.2万股$1,013.5万3.2万股-166股-0.51%减仓
V先锋领航斯科茨代尔基金VGSH
2%2.09%$993.1万17.1万股$939.4万16.1万股+1.0万股+6.31%加仓
亚马逊AMZN
1.89%1.81%$933.9万3.9万股$814.5万3.9万股-41股-0.11%减仓
摩根大通JPM
1.88%1.84%$930.4万2.8万股$824.1万2.8万股-49股-0.18%减仓
微软MSFT
1.79%1.91%$888.4万2.3万股$856.9万2.3万股-80股-0.34%减仓
PPROFESIONALLY MANAGED PORTFOAKRE
1.67%1.79%$826.5万15.3万股$804.5万15.3万股00.00%持仓不变
IiShares安硕信托IVW
1.52%1.46%$753.6万5.5万股$653.6万5.7万股-1,969股-3.45%减仓
卡特彼勒CAT
1.39%1.13%$687.1万6,930股$506.9万6,941股-11股-0.16%减仓
V先锋领航指数基金VUG
1.36%1.31%$673.3万7.8万股$586.2万1.3万股+6.5万股+488.51%加仓
V先锋领航·FSTEVWO
1.31%1.34%$647.3万10.9万股$600.7万11.1万股-1,505股-1.36%减仓
伯克希尔哈撒韦BRK.B
1.24%1.31%$615.0万1.2万股$588.6万1.2万股+6股+0.05%加仓
Dollar TreeDLTR
0.82%0.81%$404.8万3.3万股$363.2万3.3万股00.00%持仓不变
VisaV
0.81%0.77%$403.7万1.1万股$345.2万1.2万股-67股-0.58%减仓
礼来LLY
0.8%0.71%$397.9万3,339股$318.7万3,339股00.00%持仓不变
艾伯维ABBV
0.76%0.72%$379.0万1.5万股$324.5万1.5万股-1股-0.01%减仓
好市多COST
0.76%0.9%$374.3万4,048股$403.7万4,051股-3股-0.07%减仓
思科CSCO
0.72%0.53%$358.7万3.1万股$238.4万3.1万股+65股+0.21%加仓
摩根士丹利MS
0.67%0.59%$332.6万1.6万股$263.1万1.6万股-134股-0.85%减仓
沃尔玛WMT
0.66%0.83%$326.4万3.0万股$374.4万3.0万股-14股-0.05%减仓
BBANK OF AMERBAC
0.65%0.6%$320.2万5.5万股$270.4万5.5万股-23股-0.04%减仓
IINVESCO S&P MIDCAP 400 PURE GROWTH ETFRFG
0.61%0.59%$301.9万4.8万股$263.7万4.8万股00.00%持仓不变
联合健康UNH
0.59%0.42%$290.9万6,819股$187.4万6,841股-22股-0.32%减仓
T-MOBILE US COMTMUS
0.59%0.77%$290.8万1.7万股$347.8万1.7万股-226股-1.33%减仓
V先锋领航指数基金VOO
0.55%0.52%$270.0万3,939股$233.2万3,872股+67股+1.73%加仓
AAlphabet Inc Class CGOOG
0.53%0.48%$262.2万7,326股$216.0万7,326股00.00%持仓不变
3M COMMMM
0.5%0.51%$249.6万1.6万股$230.1万1.6万股-236股-1.49%减仓
雪佛龙CVX
0.47%0.62%$234.6万1.4万股$278.8万1.4万股+33股+0.23%加仓
IiShares安硕信托IWL
0.47%0.46%$233.7万1.3万股$205.1万1.3万股-20股-0.16%减仓
甲骨文ORCL
0.43%0.49%$214.9万1.5万股$219.0万1.5万股00.00%持仓不变
默沙东MRK
0.42%0.44%$206.9万1.7万股$199.5万1.7万股-9股-0.05%减仓
家得宝HD
0.41%0.43%$205.3万5,851股$192.9万5,854股-3股-0.05%减仓
强生JNJ
0.41%0.43%$203.8万8,023股$194.6万7,972股+51股+0.64%加仓
V先锋领航·SMALLVBR
0.41%0.42%$203.0万8,362股$186.4万8,547股-185股-2.16%减仓
V先锋领航指数基金VBK
0.39%0.37%$194.9万5,378股$163.9万5,378股00.00%持仓不变
科磊KLAC
0.39%0.25%$193.0万7,250股$110.2万725股+6,525股+900.00%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.35%0.35%$175.8万1.6万股$156.2万1.6万股+1股+0.01%加仓
万事达MA
0.32%0.33%$156.1万2,989股$147.0万2,991股-2股-0.07%减仓

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