13FBOX
COLTON GROOME FINANCIAL ADVISORS, LLC · 13F 持仓分析
期权收益计算器 机构排行

COLTON GROOME FINANCIAL ADVISORS, LLC

No.4780
最新持仓市值 (Q2 2026)
$4.14亿
环比变动 Q1 2026
+$6,238.8万+17.8%
持仓股票数
164
新买入
31
加仓
83
减仓
30
清仓
4
持股不变
20
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IVV
17.1%17.36%$7,071.7万9.4万股$6,096.1万9.3万股+1,104股+1.18%加仓
IiShares安硕·MSCI EAFE ETFEFA
7.83%8.09%$3,239.3万31.2万股$2,841.6万29.3万股+1.9万股+6.59%加仓
IiShares安硕信托AGG
6.47%7.56%$2,677.8万27.1万股$2,654.0万26.7万股+3,189股+1.19%加仓
IiShares安硕信托EEM
5.22%4.92%$2,157.7万31.5万股$1,728.8万30.4万股+1.1万股+3.61%加仓
IiShares安硕信托IGIB
3.36%3.73%$1,388.9万26.1万股$1,309.7万24.6万股+1.5万股+6.14%加仓
IiShares安硕·COREIJH
3.21%3.2%$1,327.4万17.2万股$1,122.5万16.6万股+5,926股+3.57%加仓
G高盛·PHYSICAL GOLDAAAU
2.97%4.04%$1,229.0万31.1万股$1,419.7万30.7万股+3,218股+1.05%加仓
苹果AAPL
2.3%2.1%$952.6万3.3万股$736.1万2.9万股+3,918股+13.51%加仓
SSPDR行业精选信托XLY
2.03%2.16%$840.9万7.2万股$758.1万7.0万股+2,134股+3.07%加仓
IISHARES AAA - A RATED CORPORATE BOND ETFQLTA
1.82%2.14%$754.1万15.9万股$750.9万15.8万股+912股+0.58%加仓
SSPDR行业精选信托XLK
1.75%1.25%$721.8万3.8万股$437.9万3.3万股+4,937股+14.98%加仓
微软MSFT
1.61%1.8%$667.6万1.8万股$633.7万1.7万股+777股+4.54%加仓
科磊KLAC
1.5%0.87%$618.6万2.1万股$305.4万2,074股+1.8万股+888.57%加仓
S道富SPSM
1.44%1.33%$594.1万10.3万股$465.4万9.6万股+6,700股+6.96%加仓
SSPDR行业精选信托XLY
1.42%1.61%$588.3万5.5万股$563.8万5.1万股+4,057股+7.98%加仓
博通AVGO
1.41%1.29%$583.9万1.5万股$454.7万1.5万股+768股+5.23%加仓
S道富XLI
1.37%1.34%$565.4万3.1万股$468.9万2.9万股+1,529股+5.27%加仓
SSPDR道富指数基金SPDW
1.23%1.19%$507.8万10.1万股$418.0万9.2万股+9,200股+10.05%加仓
S道富SPYM
1.19%1.17%$493.0万5.6万股$412.5万5.4万股+2,210股+4.10%加仓
SSPDR道富系列信托SPYG
1.03%1.03%$424.3万3.6万股$361.0万3.7万股-1,215股-3.30%减仓
IiShares安硕信托IBTI
0.98%1.35%$406.5万18.4万股$472.6万21.2万股-2.8万股-13.43%减仓
谷歌AGOOGL
0.98%0.93%$406.2万1.1万股$325.1万1.1万股+61股+0.54%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.96%1.01%$397.3万2.5万股$356.1万2.4万股+754股+3.10%加仓
IiShares安硕信托EMB
0.95%1.08%$391.1万4.1万股$377.6万4.0万股+353股+0.88%加仓
IiShares安硕EWC
0.95%1%$391.0万6.8万股$351.1万6.4万股+3,746股+5.84%加仓
SSPDR行业精选信托XLF
0.83%0.97%$343.8万6.4万股$340.2万6.9万股-4,768股-6.92%减仓
SSPDR道富指数基金SPEM
0.8%0.91%$333.0万6.4万股$319.2万6.8万股-3,738股-5.49%减仓
IiShares安硕信托GVI
0.78%0.54%$323.1万3.0万股$188.0万1.8万股+1.2万股+69.49%加仓
IiShares安硕信托IEFA
0.77%0.81%$317.5万3.3万股$284.6万3.1万股+1,440股+4.58%加仓
SSTATE ST SPDR EURO STOXX 50FEZ
0.76%0.82%$316.1万4.6万股$286.7万4.6万股-158股-0.34%减仓
VisaV
0.74%0.78%$307.5万8,963股$275.2万9,104股-141股-1.55%减仓
I景顺QQQ信托VOO
0.69%0.62%$286.8万3,895股$218.4万3,785股+110股+2.91%加仓
G通用动力VTI
0.67%0.39%$275.5万7,444股$136.9万4,266股+3,178股+74.50%加仓
台积电TSM
0.63%0.48%$261.4万5,474股$169.5万5,016股+458股+9.13%加仓
默沙东MRK
0.59%0.49%$245.8万1.9万股$172.3万1.4万股+4,805股+33.54%加仓
S道富SPYV
0.55%0.65%$227.1万3.7万股$226.6万4.0万股-2,681股-6.70%减仓
摩根大通JPM
0.54%0.53%$224.4万6,856股$186.3万6,334股+522股+8.24%加仓
SSPDR行业精选信托XLE
0.53%0.67%$219.8万4.1万股$234.1万3.8万股+3,175股+8.31%加仓
SSPDR行业精选信托XLU
0.53%0.61%$217.8万4.8万股$215.0万4.7万股+1,176股+2.51%加仓
SSPDR行业精选信托XLP
0.5%0.59%$207.4万2.5万股$208.2万2.5万股-429股-1.69%减仓
伯克希尔哈撒韦BRK.B
0.47%0.28%$195.4万3,905股$97.3万2,031股+1,874股+92.27%加仓
SSPDR道富系列信托SPTM
0.47%0.47%$195.2万2.2万股$163.8万2.1万股+785股+3.79%加仓
沃尔玛WMT
0.45%0.57%$185.1万1.6万股$201.6万1.6万股+121股+0.75%加仓
IiShares安硕·RUSSELLIWB
0.44%$180.6万4,410股$00股+4,410股新买入
IiShares安硕·MSCIQUAL
0.43%0.42%$177.0万8,066股$149.2万7,776股+290股+3.73%加仓
伊顿ETN
0.42%0.39%$172.5万4,049股$136.0万3,802股+247股+6.50%加仓
恩智浦NXPI
0.4%0.34%$163.7万5,824股$118.1万5,999股-175股-2.92%减仓
AMGEN COMAMGN
0.39%0.61%$162.7万4,494股$214.9万6,109股-1,615股-26.44%减仓
PPNC FINL SVCS COMVXF
0.39%0.38%$159.9万6,492股$134.1万6,444股+48股+0.74%加仓
亚马逊AMZN
0.38%0.38%$157.2万6,597股$134.4万6,454股+143股+2.22%加仓

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