13FBOX
Capital Square, LLC · 13F 持仓分析
期权收益计算器 机构排行

Capital Square, LLC

No.6688 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.28亿
环比变动 Q1 2026
+$1,062.2万+4.9%
持仓股票数
240
新买入
26
加仓
108
减仓
80
清仓
11
持股不变
26
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
G通用动力VTI
6.85%6.78%$1,558.3万4.2万股$1,470.9万4.2万股+30股+0.07%加仓
IiShares安硕信托PFF
2.56%3.39%$582.8万19.1万股$736.2万23.4万股-4.3万股-18.30%减仓
礼来LLY
2.47%1.95%$561.0万4,720股$422.5万4,780股-60股-1.26%减仓
ALTRIAMO
2.18%2.06%$496.7万6.9万股$447.8万6.7万股+2,239股+3.34%加仓
亚马逊AMZN
2.06%2.28%$468.7万1.9万股$495.5万1.9万股+336股+1.79%加仓
AAMPLIFY ETF TRDIVO
1.95%2.01%$444.6万9.6万股$435.2万9.6万股+18股+0.02%加仓
苹果AAPL
1.85%1.69%$420.1万1.3万股$367.3万1.4万股-228股-1.68%减仓
VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF
1.83%2.32%$415.8万23.3万股$503.3万27.1万股-3.8万股-13.96%减仓
IiShares安硕信托IVW
1.69%1.48%$384.9万2.8万股$320.0万2.5万股+3,112股+12.62%加仓
V先锋领航·TOTALBND
1.63%1.77%$369.8万5.1万股$384.8万5.2万股-1,286股-2.47%减仓
CARETRUST REITCTRE
1.55%1.47%$352.5万8.8万股$317.9万8.4万股+3,881股+4.63%加仓
联合包裹UPSUPS
1.53%1.69%$347.3万3.1万股$366.4万3.4万股-3,362股-9.82%减仓
S嘉信策略信托SCHC
1.4%1.39%$318.5万6.0万股$302.6万5.9万股+704股+1.19%加仓
家得宝HD
1.38%1.4%$314.0万9,145股$304.0万9,051股+94股+1.04%加仓
IiShares安硕信托IMCG
1.31%1.26%$297.4万3.1万股$273.1万3.1万股-612股-1.96%减仓
REALTY INCOME COMO
1.3%1.37%$296.3万4.7万股$298.2万4.7万股-287股-0.61%减仓
英伟达NVDA
1.28%1.35%$292.2万1.4万股$292.6万1.4万股-195股-1.39%减仓
IiShares安硕·S&PIVE
1.28%1.18%$291.6万1.3万股$255.7万1.2万股+1,061股+9.16%加仓
S道富SLYG
1.23%1.22%$280.0万2.4万股$263.8万2.5万股-565股-2.29%减仓
WP CAREYWPC
1.19%1.28%$271.2万3.8万股$277.3万3.8万股-79股-0.21%减仓
IiShares安硕信托IUSB
1.16%1.22%$264.2万5.8万股$264.0万5.7万股+867股+1.52%加仓
南方电力SO
1.14%1.15%$260.0万2.7万股$249.6万2.7万股+499股+1.87%加仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
1.12%1.18%$255.7万8.6万股$255.1万8.5万股+885股+1.05%加仓
FIRST HORIZONFHN
1.12%1.23%$254.8万9.9万股$267.4万11.0万股-1.1万股-10.39%减仓
IiShares Prime Money Market ETFPMMF
1.06%0.66%$240.2万2.4万股$143.6万1.4万股+9,634股+67.30%加仓
埃克森美孚XOM
1.03%1.1%$235.4万1.7万股$238.2万1.6万股+953股+5.96%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL
1.01%0.91%$230.2万4.7万股$197.4万4.1万股+5,560股+13.46%加仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
0.94%0.81%$213.9万1.2万股$175.7万1.1万股+1,321股+12.06%加仓
IiShares安硕信托IVV
0.91%0.89%$206.5万2,723股$192.9万2,690股+33股+1.23%加仓
宝洁PG
0.9%0.96%$204.1万1.4万股$208.3万1.4万股-179股-1.27%减仓
微软MSFT
0.89%0.63%$203.5万5,284股$136.3万3,209股+2,075股+64.66%加仓
V先锋领航全球基金VGT
0.89%0.83%$203.4万1.7万股$180.5万1.7万股-110股-0.63%减仓
摩根大通JPM
0.89%0.86%$202.6万6,020股$187.0万6,064股-44股-0.73%减仓
强生JNJ
0.85%0.78%$193.5万7,530股$168.7万7,413股+117股+1.58%加仓
TTCW ETF TRUSTXB
0.79%1.77%$179.7万4.6万股$383.6万9.7万股-5.1万股-52.65%减仓
GE VernovaGEV
0.75%0.79%$170.4万1,561股$172.4万1,500股+61股+4.07%加仓
S嘉信策略信托SCHD
0.75%0.75%$170.2万5.3万股$163.1万5.2万股+260股+0.50%加仓
RITHM CAPITAL CORP REITRITM
0.75%0.87%$169.7万18.5万股$188.6万18.6万股-1,311股-0.70%减仓
默沙东MRK
0.74%0.68%$169.5万1.4万股$147.9万1.3万股+504股+3.81%加仓
SSPDR行业精选信托XLK
0.71%0.63%$162.7万8,755股$136.7万8,528股+227股+2.66%加仓
谷歌AGOOGL
0.71%0.72%$162.2万4,541股$157.1万4,560股-19股-0.42%减仓
V先锋领航指数基金VOO
0.71%0.71%$161.3万2,324股$154.5万2,353股-29股-1.23%减仓
雷神技术RTX
0.66%0.6%$150.2万7,665股$130.2万7,471股+194股+2.60%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.66%0.64%$149.7万4.3万股$139.4万4.2万股+853股+2.01%加仓
RAYONIERRYN
0.61%0.64%$139.1万6.5万股$138.8万6.5万股+332股+0.51%加仓
卡特彼勒CAT
0.61%0.56%$139.1万1,460股$120.5万1,450股+10股+0.69%加仓
NORFOLK SOUTHN COMNSC
0.6%0.63%$137.6万4,203股$137.4万4,296股-93股-2.16%减仓
沃尔玛WMT
0.57%0.49%$128.9万1.1万股$106.3万8,182股+3,135股+38.32%加仓
LLTC PPTYSLTC
0.55%0.54%$124.1万3.2万股$117.5万3.1万股+1,209股+3.93%加仓
TERRENO RLTYTRNO
0.54%0.53%$122.2万1.8万股$115.4万1.8万股-67股-0.38%减仓

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