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Carson Advisory Inc. · 13F 持仓分析
期权收益计算器 机构排行

Carson Advisory Inc.

No.6841 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.18亿
环比变动 Q1 2026
+$2,484.6万+12.9%
持仓股票数
204
新买入
20
加仓
97
减仓
61
清仓
4
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
家得宝HD
5.06%5.21%$1,101.6万3.1万股$1,004.5万3.1万股+693股+2.27%加仓
CCAPITAL GBL GROWTH EQTCGGR
4.72%4.1%$1,027.8万24.3万股$790.7万23.7万股+5,848股+2.47%加仓
CCAPITAL CONSERVATIVE ECGCV
4.54%4.52%$988.4万30.1万股$871.7万29.2万股+8,739股+2.99%加仓
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
4.29%4.05%$934.7万22.7万股$780.7万21.9万股+8,048股+3.67%加仓
伯克希尔哈撒韦BRK.B
3.53%3.69%$769.2万1.5万股$711.4万1.5万股+527股+3.55%加仓
南方电力SO
3.09%3.58%$673.7万7.0万股$690.1万7.1万股-1,104股-1.54%减仓
苹果AAPL
2.61%2.49%$568.3万2.0万股$481.3万1.9万股+678股+3.58%加仓
爱迪生国际EIX
2.46%2.78%$534.8万7.2万股$536.4万7.3万股-1,468股-2.00%减仓
道明尼能源D
2.32%2.41%$505.6万7.4万股$464.7万7.5万股-1,136股-1.51%减仓
B贝莱德·ETF TRUST IIBINC
2.27%2.49%$494.2万9.4万股$480.6万9.3万股+1,878股+2.03%加仓
IIBMIBM
2.08%1.88%$452.0万1.6万股$362.1万1.5万股+1,135股+7.60%加仓
C资本集团股息价值CCBG
1.99%1.84%$432.9万8.8万股$354.5万8.3万股+4,527股+5.43%加仓
AES COMAES
1.86%2.18%$406.0万27.7万股$419.7万29.8万股-2.1万股-7.01%减仓
杜克能源DUK
1.78%2.09%$387.3万3.1万股$403.2万3.1万股-196股-0.64%减仓
BBANK OF AMERBAC
1.42%1.43%$310.1万5.4万股$275.9万5.7万股-2,165股-3.83%减仓
微软MSFT
1.42%1.55%$308.2万8,261股$298.2万8,055股+206股+2.56%加仓
摩根大通JPM
1.35%1.37%$293.4万8,963股$264.0万8,974股-11股-0.12%减仓
达美航空DAL
1.2%1%$260.6万2.8万股$192.3万2.9万股-1,109股-3.83%减仓
强生JNJ
1.19%1.27%$260.1万1.0万股$245.0万1.0万股+220股+2.20%加仓
TT. ROWE PRICE CAP APPREC PRM INC ETFTCAL
1.13%1.49%$247.0万11.1万股$287.4万12.9万股-1.7万股-13.50%减仓
JJACKSON FINANCIALJXN
0.98%1.15%$213.2万2.1万股$221.7万2.1万股-153股-0.73%减仓
CCAPITAL CORE BALANCEDCGBL
0.89%0.81%$193.6万5.1万股$157.1万4.6万股+5,356股+11.73%加仓
PPINNACLE FINL PARTNERSPNFP
0.82%$178.3万1.8万股$00股+1.8万股新买入
宝洁PG
0.81%0.9%$175.9万1.2万股$174.5万1.2万股-85股-0.70%减仓
C花旗集团C
0.81%0.75%$175.9万1.3万股$144.3万1.3万股-159股-1.25%减仓
可口可乐KO
0.8%0.82%$173.2万2.1万股$159.1万2.1万股+391股+1.87%加仓
G高盛ETF信托JUST
0.79%0.57%$172.3万1.6万股$110.1万1.2万股+4,250股+35.71%加仓
NUVEEN MUN CR INCOME FD COM SH BEN INTNZF
0.76%0.85%$166.3万13.1万股$163.5万13.4万股-3,071股-2.29%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.74%0.71%$161.8万6,839股$136.7万6,354股+485股+7.63%加仓
SSHELTON EQUITY PREMIUM INCOME ETFSEPI
0.74%0.42%$161.1万5.8万股$81.4万3.3万股+2.5万股+77.96%加仓
英伟达NVDA
0.68%0.65%$147.4万7,365股$124.5万7,138股+227股+3.18%加仓
IiShares安硕信托PFF
0.67%0.76%$146.2万4.8万股$146.6万4.8万股-400股-0.83%减仓
V先锋领航指数基金VOO
0.64%0.47%$140.3万2,043股$89.9万1,504股+539股+35.84%加仓
WESTERN ASSET INTER MUNISBI
0.6%0.67%$130.1万16.5万股$129.5万16.9万股-3,300股-1.96%减仓
GE航空GE
0.59%0.51%$128.2万3,430股$98.7万3,478股-48股-1.38%减仓
伊顿ETN
0.59%0.56%$127.5万2,993股$107.3万3,001股-8股-0.27%减仓
谷歌AGOOGL
0.57%$123.9万3,467股$00股+3,467股新买入
台积电TSM
0.56%0.45%$122.9万2,573股$87.0万2,573股00.00%持仓不变
沃尔玛WMT
0.56%0.71%$122.1万1.1万股$136.9万1.1万股-235股-2.13%减仓
亚马逊AMZN
0.56%0.53%$121.1万5,082股$101.3万4,864股+218股+4.48%加仓
TT ROWE PRICE EXCHANGE-TRADEDTBUX
0.55%0.55%$120.0万2.4万股$106.2万2.1万股+2,758股+12.92%加仓
SL GREEN RLTYSLG
0.53%0.43%$115.0万2.2万股$82.1万2.2万股+4股+0.02%加仓
黑石集团BX
0.52%0.58%$112.6万9,573股$111.8万9,719股-146股-1.50%减仓
AAMPLIFY ETF TRDIVO
0.51%0.55%$111.7万2.4万股$105.9万2.4万股+816股+3.45%加仓
Meta平台META
0.51%0.48%$110.4万1,960股$92.8万1,622股+338股+20.84%加仓
波音BA
0.5%0.52%$109.4万5,055股$100.2万5,033股+22股+0.44%加仓
威瑞森VZ
0.5%0.66%$108.8万2.6万股$127.3万2.5万股+341股+1.34%加仓
AFLAC COMAFL
0.5%0.56%$108.7万9,272股$108.7万9,907股-635股-6.41%减仓
AAT&TT
0.5%0.85%$108.5万5.2万股$163.1万5.6万股-3,825股-6.80%减仓
N新纪元能源NEE
0.5%0.59%$108.4万1.2万股$114.4万1.2万股+32股+0.26%加仓

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