13FBOX
Carter Financial Group, INC. · 13F 持仓分析
期权收益计算器 机构排行

Carter Financial Group, INC.

No.7266 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.93亿
环比变动 Q1 2026
+$3,124.6万+19.3%
持仓股票数
134
新买入
20
加仓
61
减仓
49
清仓
12
持股不变
4
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
伯克希尔哈撒韦BRK.B
10.81%12.36%$2,086.3万4.2万股$1,998.7万4.2万股-17股-0.04%减仓
I景顺·NASDAQ 100 ETFQQQM
6.93%6.84%$1,337.1万4.4万股$1,105.9万4.7万股-2,408股-5.17%减仓
DDBX ETF信托DBEF
4.53%4.23%$873.5万16.0万股$683.6万13.8万股+2.2万股+15.55%加仓
AAMPLIFY ETF TRDIVO
4.3%4.99%$828.9万18.1万股$807.2万18.0万股+1,391股+0.77%加仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
4.29%$827.5万24.1万股$00股+24.1万股新买入
AAMPLIFY BLOCKCHAIN TECHNOLOGY ETFBLOK
3.9%3.97%$751.7万12.0万股$641.6万12.9万股-8,787股-6.82%减仓
VVISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETFAIS
3.47%0.82%$669.5万7.8万股$132.4万3.2万股+4.7万股+148.52%加仓
苹果AAPL
3.36%4%$648.3万2.2万股$647.5万2.6万股-3,107股-12.18%减仓
英伟达NVDA
2.96%3.06%$570.8万2.9万股$494.0万2.8万股+201股+0.71%加仓
AAvantis·U SAVUV
2.62%0.16%$504.8万4.0万股$26.4万2,390股+3.8万股+1,593.10%加仓
NNEOS ETF TRUSTBNDI
2.47%2.92%$477.2万10.1万股$471.6万10.0万股+1,538股+1.54%加仓
BBITWISE BITCOIN ETF TRBITB
2.33%3.1%$448.7万14.1万股$501.6万13.6万股+4,567股+3.35%加仓
AAlphabet Inc Class CGOOG
2.04%1.98%$394.2万1.1万股$319.9万1.1万股+5股+0.04%加仓
谷歌AGOOGL
1.57%1.5%$303.5万8,494股$241.9万8,412股+82股+0.97%加仓
V先锋领航·FSTEVWO
1.54%1.65%$297.1万5.0万股$266.4万4.9万股+492股+1.00%加仓
I景顺QQQ信托VOO
1.51%1.42%$291.9万3,960股$229.5万3,977股-17股-0.43%减仓
VanEck ETF信托SMH
1.47%1.03%$283.2万4,318股$166.4万4,341股-23股-0.53%减仓
微软MSFT
1.34%1.5%$258.1万6,918股$242.7万6,558股+360股+5.49%加仓
S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC
1.29%1.43%$249.3万5.2万股$230.4万4.9万股+2,517股+5.11%加仓
特斯拉TSLA
1.18%1.39%$227.8万5,415股$225.1万6,054股-639股-10.56%减仓
J骏利Detroit策略信托JMBS
0.99%1.16%$191.4万4.2万股$186.8万4.1万股+1,022股+2.47%加仓
亚马逊AMZN
0.95%0.99%$184.2万7,729股$159.9万7,676股+53股+0.69%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.95%1.1%$183.2万3.6万股$177.1万3.5万股+1,233股+3.52%加仓
S嘉信·U.S. REIT ETFSCHH
0.94%1%$182.1万7.7万股$160.9万7.5万股+2,024股+2.70%加仓
I景顺交易所交易基金信托PPA
0.91%1.04%$174.6万9,887股$168.1万1.0万股-256股-2.52%减仓
GGlobal X基金SHLD
0.85%1.21%$164.0万2.7万股$195.3万2.8万股-182股-0.66%减仓
英特尔INTC
0.84%0.32%$161.4万1.2万股$51.8万1.2万股-182股-1.55%减仓
帕兰提尔PLTR
0.8%1.25%$153.8万1.3万股$201.9万1.4万股-621股-4.50%减仓
埃克森美孚XOM
0.77%1.07%$149.4万1.1万股$172.9万1.0万股+736股+7.22%加仓
SSPDR标普500 ETFSPY
0.76%0.79%$147.1万1,966股$128.0万1,967股-1股-0.05%减仓
GGABELLI FINLGABF
0.72%1.66%$139.6万3.2万股$268.2万6.4万股-3.3万股-50.76%减仓
ZZACKS TRUSTZECP
0.72%0.76%$139.5万3.7万股$122.9万3.6万股+631股+1.74%加仓
Arista网络ANET
0.71%0.61%$137.4万8,088股$99.2万8,079股+9股+0.11%加仓
SSpaceXSPCX
0.69%$133.4万7,809股$00股+7,809股新买入
IiShares安硕信托IWV
0.69%0.71%$132.8万3,115股$115.4万3,115股00.00%持仓不变
V先锋领航指数基金VOO
0.68%0.71%$131.9万1,920股$115.2万1,928股-8股-0.41%减仓
V先锋领航·TOTALBNDX
0.67%0.72%$129.9万2.7万股$116.2万2.4万股+2,631股+10.88%加仓
ILLINOIS TOOLITW
0.63%0.72%$121.9万4,481股$116.0万4,455股+26股+0.58%加仓
V先锋领航市政债券基金VTEB
0.6%0.63%$115.3万2.3万股$101.4万2.0万股+2,483股+12.22%加仓
NGL ENERGY PARTNERSNGL
0.55%0.49%$106.6万6.7万股$80.0万6.5万股+2,000股+3.08%加仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.51%0.52%$97.8万8,964股$84.5万8,938股+26股+0.29%加仓
美光科技MU
0.5%0.2%$96.6万837股$31.9万945股-108股-11.43%减仓
雷神技术RTX
0.49%0.61%$93.9万4,951股$98.2万5,091股-140股-2.75%减仓
iShares安硕·MBSACGL
0.48%0.52%$93.4万9,885股$84.0万8,847股+1,038股+11.73%加仓
AMD超威AMD
0.46%0.17%$88.2万1,519股$27.3万1,340股+179股+13.36%加仓
EETF系列解决方案QTUM
0.43%0.33%$83.3万5,036股$53.4万4,975股+61股+1.23%加仓
IiShares安硕信托EMB
0.42%0.44%$81.4万8,436股$71.2万7,582股+854股+11.26%加仓
沃尔玛WMT
0.42%0.63%$81.2万7,171股$102.1万8,219股-1,048股-12.75%减仓
AMGEN COMAMGN
0.42%0.49%$81.0万2,236股$80.0万2,272股-36股-1.58%减仓
V先锋领航斯科茨代尔基金VCIT
0.41%0.43%$78.4万9,490股$69.1万8,352股+1,138股+13.63%加仓

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