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CWS Financial Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

CWS Financial Advisors, LLC

No.5044 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.77亿
环比变动 Q1 2026
-$1,369.2万-3.5%
持仓股票数
157
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
157
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
史赛克SYK
21.22%20.47%$7,990.5万24.3万股$7,990.5万24.3万股00.00%持仓不变
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
8.34%8.05%$3,142.3万44.3万股$3,142.3万44.3万股00.00%持仓不变
V先锋领航指数基金VOO
6.58%6.35%$2,478.7万4.1万股$2,478.7万4.1万股00.00%持仓不变
IiShares安硕·COREIJR
4.81%4.65%$1,813.0万14.6万股$1,813.0万14.6万股00.00%持仓不变
苹果AAPL
4.08%3.94%$1,536.7万6.1万股$1,536.7万6.1万股00.00%持仓不变
V先锋领航STAR基金VXUS
3.93%3.8%$1,481.3万19.2万股$1,481.3万19.2万股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
3.13%3.02%$1,177.1万5.5万股$1,177.1万5.5万股00.00%持仓不变
V先锋领航指数基金VTV
3.03%2.92%$1,139.6万5.8万股$1,139.6万5.8万股00.00%持仓不变
G通用动力VTI
2.84%2.74%$1,071.0万3.3万股$1,071.0万3.3万股00.00%持仓不变
I景顺QQQ信托VOO
2.49%2.4%$936.2万1.6万股$936.2万1.6万股00.00%持仓不变
微软MSFT
1.79%1.73%$673.8万1.8万股$673.8万1.8万股00.00%持仓不变
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
1.67%1.62%$630.6万16.2万股$630.6万16.2万股00.00%持仓不变
C资本集团成长ETFCGGR
1.43%1.38%$538.9万13.4万股$538.9万13.4万股00.00%持仓不变
V先锋领航指数基金VB
1.18%1.13%$442.8万1.7万股$442.8万1.7万股00.00%持仓不变
CCAPITAL CORE BALANCEDCGBL
1.11%1.07%$416.2万12.1万股$416.2万12.1万股00.00%持仓不变
V先锋领航斯科茨代尔基金VGSH
1.09%1.05%$411.7万7.0万股$411.7万7.0万股00.00%持仓不变
SSPDR标普500 ETFSPY
1.02%0.99%$384.5万5,913股$384.5万5,913股00.00%持仓不变
V先锋领航斯科茨代尔基金BSV
0.96%0.93%$362.9万4.6万股$362.9万4.6万股00.00%持仓不变
S嘉信策略信托SCHD
0.86%0.83%$322.6万10.5万股$322.6万10.5万股00.00%持仓不变
V先锋领航债券指数基金VUSB
0.85%0.82%$318.5万6.4万股$318.5万6.4万股00.00%持仓不变
IiShares安硕信托IVV
0.82%0.79%$307.3万4,705股$307.3万4,705股00.00%持仓不变
沃尔玛WMT
0.78%0.75%$292.9万2.4万股$292.9万2.4万股00.00%持仓不变
V先锋领航指数基金VXF
0.73%0.7%$273.0万1.3万股$273.0万1.3万股00.00%持仓不变
IiShares安硕信托IEFA
0.63%0.61%$236.2万2.6万股$236.2万2.6万股00.00%持仓不变
麦当劳MCD
0.6%0.58%$224.7万7,229股$224.7万7,229股00.00%持仓不变
V先锋领航指数基金VUG
0.58%2.83%$217.1万2.5万股$1,102.8万2.5万股00.00%持仓不变
CCAPITAL INTL FOCUS EQTCGXU
0.56%0.55%$212.7万7.2万股$212.7万7.2万股00.00%持仓不变
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.54%0.53%$205.1万3,325股$205.1万3,325股00.00%持仓不变
CCAPITAL DIVIDEND GROWECGDG
0.51%0.49%$190.4万5.3万股$190.4万5.3万股00.00%持仓不变
C资本集团固定收益ETF信托CGCB
0.49%0.48%$186.2万7.1万股$186.2万7.1万股00.00%持仓不变
IIBMIBM
0.48%0.46%$179.2万7,394股$179.2万7,394股00.00%持仓不变
A美国世纪ETF信托AVXC
0.46%0.44%$173.2万2.6万股$173.2万2.6万股00.00%持仓不变
宝洁PG
0.45%0.44%$170.6万1.2万股$170.6万1.2万股00.00%持仓不变
CCAPITAL CONSERVATIVE ECGCV
0.44%0.42%$165.8万5.6万股$165.8万5.6万股00.00%持仓不变
百事可乐PEP
0.44%0.42%$165.1万1.1万股$165.1万1.1万股00.00%持仓不变
南方电力SO
0.44%0.42%$164.5万1.7万股$164.5万1.7万股00.00%持仓不变
埃克森美孚XOM
0.44%0.42%$164.3万9,685股$164.3万9,685股00.00%持仓不变
V先锋领航斯科茨代尔基金VGIT
0.43%0.42%$163.2万2.7万股$163.2万2.7万股00.00%持仓不变
雪佛龙CVX
0.41%0.4%$155.2万7,503股$155.2万7,503股00.00%持仓不变
谷歌AGOOGL
0.41%0.4%$154.6万5,377股$154.6万5,377股00.00%持仓不变
CCAPITAL CORE EQUITY ETCGUS
0.41%0.39%$153.6万4.0万股$153.6万4.0万股00.00%持仓不变
V先锋领航白厅基金VNQ
0.39%0.38%$146.6万1.7万股$146.6万1.7万股00.00%持仓不变
C资本集团股息价值CCBG
0.39%0.37%$146.1万3.4万股$146.1万3.4万股00.00%持仓不变
亚马逊AMZN
0.38%0.36%$142.0万6,819股$142.0万6,819股00.00%持仓不变
摩根大通JPM
0.36%0.35%$135.8万4,615股$135.8万4,615股00.00%持仓不变
PHILIP MORRIS INTLPM
0.35%0.34%$131.6万7,962股$131.6万7,962股00.00%持仓不变
IiShares安硕·COREIJH
0.35%0.33%$130.4万1.9万股$130.4万1.9万股00.00%持仓不变
洛克希德马丁LMT
0.32%0.31%$121.1万2,003股$121.1万2,003股00.00%持仓不变
艾伯维ABBV
0.29%0.28%$109.6万5,039股$109.6万5,039股00.00%持仓不变
家得宝HD
0.29%0.28%$108.0万3,284股$108.0万3,284股00.00%持仓不变

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