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CCG WEALTH MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

CCG WEALTH MANAGEMENT, LLC

No.4670 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.32亿
环比变动 Q1 2026
+$6,272.9万+17.0%
持仓股票数
150
新买入
26
加仓
52
减仓
49
清仓
12
持股不变
23
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
13.19%15.48%$5,692.4万64.8万股$5,709.2万74.6万股-9.8万股-13.16%减仓
I景顺QQQ信托VOO
8.54%7.57%$3,686.8万5.0万股$2,793.9万4.8万股+1,633股+3.37%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
7.67%7.43%$3,311.2万30.0万股$2,739.7万28.2万股+1.8万股+6.52%加仓
SSPDR道富系列信托SPYG
6.89%6.68%$2,974.1万25.0万股$2,465.4万25.2万股-1,863股-0.74%减仓
S嘉信策略信托SCHF
6.34%4.21%$2,736.0万98.8万股$1,553.7万62.8万股+36.0万股+57.34%加仓
IiShares安硕·COREIJR
3.99%3.66%$1,722.5万11.6万股$1,351.7万10.9万股+7,403股+6.81%加仓
S嘉信·USSCHP
3.56%$1,538.2万58.0万股$00股+58.0万股新买入
SSPDR标普500 ETFSPY
2.93%3.04%$1,265.7万1.7万股$1,120.7万1.7万股-282股-1.64%减仓
苹果AAPL
2.87%2.92%$1,239.9万4.3万股$1,076.4万4.2万股+435股+1.03%加仓
NNORTHERN LIGHTS FD TRSFLR
2.19%2.46%$943.2万24.4万股$906.4万25.6万股-1.1万股-4.47%减仓
AAlphabet Inc Class CGOOG
2.12%2.01%$913.9万2.6万股$740.2万2.6万股+61股+0.24%加仓
英伟达NVDA
1.97%1.95%$849.4万4.2万股$719.1万4.1万股+1,220股+2.96%加仓
微软MSFT
1.95%2.14%$843.0万2.3万股$788.2万2.1万股+1,305股+6.13%加仓
AMD超威AMD
1.86%0.76%$801.4万1.4万股$278.6万1.4万股+102股+0.74%加仓
谷歌AGOOGL
1.44%1.16%$622.5万1.7万股$429.5万1.5万股+2,481股+16.61%加仓
IINNOVATOR ETFS TRUST NASDAQ-100 MANAGED FLOOR ETFQFLR
1.37%1.47%$592.9万16.3万股$541.9万16.3万股-203股-0.12%减仓
IiShares黄金信托IAU
1.31%1.86%$567.2万7.5万股$687.1万7.8万股-2,818股-3.62%减仓
特斯拉TSLA
1.3%1.26%$559.6万1.3万股$465.8万1.3万股+775股+6.19%加仓
亚马逊AMZN
0.9%0.91%$388.5万1.6万股$334.1万1.6万股+259股+1.61%加仓
宝洁PG
0.87%1.07%$377.4万2.6万股$394.8万2.7万股-1,595股-5.84%减仓
沃尔玛WMT
0.78%1.01%$334.7万3.0万股$371.1万3.0万股-254股-0.85%减仓
J摩根大通交易所交易基金JMST
0.78%0.78%$334.5万6.6万股$287.8万5.6万股+9,140股+16.19%加仓
IiShares安硕信托IVW
0.72%0.69%$309.4万2.2万股$254.4万2.2万股00.00%持仓不变
G通用动力VTI
0.7%0.67%$300.8万8,129股$245.4万7,649股+480股+6.28%加仓
Meta平台META
0.67%0.79%$291.3万5,172股$291.0万5,087股+85股+1.67%加仓
IiShares安硕信托MTUM
0.63%0.52%$273.1万7,965股$191.2万7,965股00.00%持仓不变
MECHANICS BANCORP CL AMCHB
0.63%0.68%$272.0万17.1万股$252.3万17.1万股-31股-0.02%减仓
好市多COST
0.61%0.76%$262.8万2,809股$281.5万2,825股-16股-0.57%减仓
S嘉信·USSCHX
0.61%0.63%$262.6万8.9万股$230.6万9.0万股-714股-0.79%减仓
SSPDR黄金信托GLD
0.6%0.82%$257.2万6,983股$304.2万7,069股-86股-1.22%减仓
A美国世纪ETF信托AVLV
0.59%0.53%$255.1万2.8万股$196.0万2.4万股+3,661股+15.06%加仓
IiShares安硕·RUSSELLIWF
0.58%0.59%$250.8万2.0万股$216.3万5,072股+1.5万股+298.26%加仓
NNEOS ETF TRUSTQQQI
0.53%0.38%$228.0万4.0万股$140.5万2.8万股+1.2万股+41.99%加仓
家得宝HD
0.52%0.6%$224.3万6,360股$220.0万6,690股-330股-4.93%减仓
伯克希尔哈撒韦BRK.B
0.5%0.5%$215.1万4,298股$186.1万3,883股+415股+10.69%加仓
IiShares安硕信托HYG
0.47%0.56%$202.4万2.5万股$204.9万2.6万股-437股-1.70%减仓
I景顺自营指数基金IUS
0.41%0.43%$177.0万2.7万股$156.9万2.7万股-97股-0.36%减仓
高盛GS
0.4%0.39%$171.6万1,697股$142.7万1,687股+10股+0.59%加仓
柯蒂斯怀特CW
0.38%0.4%$164.6万2,171股$147.3万2,162股+9股+0.42%加仓
摩根大通JPM
0.37%0.4%$161.3万4,928股$146.9万4,992股-64股-1.28%减仓
NNEOS ETF TRUSTSPYI
0.37%0.27%$161.2万3.0万股$100.3万2.0万股+1.0万股+49.52%加仓
AATIATI
0.36%0.31%$154.0万7,815股$113.4万7,797股+18股+0.23%加仓
IiShares安硕信托USMV
0.36%0.4%$153.4万1.6万股$148.2万1.6万股-79股-0.49%减仓
CCAPITAL CORE BALANCEDCGBL
0.35%0.43%$149.2万3.9万股$158.7万4.6万股-6,713股-14.61%减仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.32%0.33%$138.7万1,967股$121.6万1,967股00.00%持仓不变
IiShares安硕信托AGG
0.32%0.31%$137.9万1.4万股$115.2万1.2万股+2,334股+20.12%加仓
IiShares安硕·7-10YRIEF
0.32%0.38%$136.8万1.4万股$139.0万1.5万股-89股-0.61%减仓
博通AVGO
0.32%0.28%$136.8万3,620股$104.8万3,386股+234股+6.91%加仓
雪佛龙CVX
0.29%0.45%$127.3万7,681股$165.2万7,985股-304股-3.81%减仓
I景顺交易所交易基金信托RSP
0.28%0.3%$121.6万5,717股$110.1万5,735股-18股-0.31%减仓

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