13FBOX
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · 13F 持仓分析
期权收益计算器 机构排行

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

No.5965 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.83亿
环比变动 Q1 2026
+$4,423.6万+18.5%
持仓股票数
96
新买入
12
加仓
53
减仓
28
清仓
13
持股不变
3
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
I景顺·NASDAQ 100 ETFQQQM
6.94%5.71%$1,963.9万6.5万股$1,363.9万5.7万股+7,426股+12.94%加仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
5.92%5.03%$1,674.0万19.0万股$1,200.6万3.3万股+15.8万股+482.77%加仓
博通AVGO
5.9%5.59%$1,669.5万4.4万股$1,334.0万4.3万股+1,097股+2.55%加仓
IiShares安硕信托SHV
5.68%7.2%$1,606.1万14.6万股$1,718.8万15.6万股-1.0万股-6.53%减仓
I景顺·S&PSPHQ
4.81%3.54%$1,361.7万15.1万股$844.5万11.2万股+3.9万股+34.57%加仓
I景顺交易所交易基金信托SPVM
4.41%4.61%$1,248.6万16.8万股$1,100.0万16.0万股+8,137股+5.10%加仓
IiShares安硕信托IGIB
4.19%$1,185.9万22.3万股$00股+22.3万股新买入
V先锋领航白厅基金VYM
4.13%4.69%$1,169.4万7.4万股$1,120.4万7.6万股-1,650股-2.18%减仓
I景顺QQQ信托VOO
3.79%3.48%$1,073.0万1.5万股$831.3万1.4万股+169股+1.17%加仓
V先锋领航指数基金VTV
3.78%3.17%$1,070.0万4.9万股$757.1万3.9万股+1.1万股+27.23%加仓
IISHARES AAA - A RATED CORPORATE BOND ETFQLTA
3.58%2.02%$1,012.9万21.3万股$481.8万10.1万股+11.2万股+110.56%加仓
V先锋领航全球基金MGV
3.3%2.9%$933.6万5.7万股$691.9万4.8万股+9,387股+19.67%加仓
I景顺·ACTIVELY MANAGED EXCGSY
3.24%3.92%$917.7万18.3万股$935.3万18.7万股-3,620股-1.94%减仓
科磊KLAC
3.06%1.6%$865.5万2.9万股$382.2万2,596股+2.6万股+1,005.01%加仓
IiShares安硕·RUSSELLIWM
2.18%1.98%$617.8万2.1万股$473.0万1.9万股+1,489股+7.81%加仓
IiShares安硕·S&PIVE
2.12%0.29%$600.5万2.6万股$69.5万3,291股+2.3万股+703.68%加仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
2.04%0.78%$576.2万3.4万股$185.4万1.3万股+2.1万股+164.97%加仓
英伟达NVDA
1.75%1.7%$496.0万2.5万股$406.7万2.3万股+1,467股+6.29%加仓
IINVESCO PHLX SEMICONDUCTOR ETFSOXQ
1.73%$488.2万4.4万股$00股+4.4万股新买入
IiShares安硕信托IVW
1.71%$485.3万3.5万股$00股+3.5万股新买入
I景顺交易所交易基金信托PWV
1.7%1.99%$480.1万6.3万股$475.8万6.8万股-4,895股-7.17%减仓
苹果AAPL
1.59%1.7%$449.9万1.6万股$405.2万1.6万股-419股-2.62%减仓
I景顺交易所交易基金信托XSMO
1.38%0.1%$389.5万4.2万股$24.0万3,159股+3.8万股+1,216.97%加仓
谷歌AGOOGL
1.18%1.11%$334.8万9,368股$264.1万9,185股+183股+1.99%加仓
RROUNDHILL ETF TRUSTNCLD
1.14%$323.1万4.4万股$00股+4.4万股新买入
亚马逊AMZN
1.1%1.43%$311.0万1.3万股$341.2万1.6万股-3,335股-20.36%减仓
微软MSFT
0.67%0.86%$190.4万5,103股$206.4万5,575股-472股-8.47%减仓
S道富SPYV
0.66%0.73%$185.7万3.1万股$173.2万3.1万股-71股-0.23%减仓
VanEck ETF信托SMH
0.64%0.64%$180.3万2,749股$152.3万3,973股-1,224股-30.81%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.63%0.68%$179.1万7,567股$162.1万7,536股+31股+0.41%加仓
SSPDR道富系列信托SPLB
0.62%0.76%$176.7万7.9万股$180.9万8.1万股-2,524股-3.10%减仓
V先锋领航全球基金VGT
0.58%0.5%$163.2万1.4万股$119.1万1,706股+1.2万股+700.23%加仓
应用材料AMAT
0.57%0.29%$160.1万2,214股$69.5万2,034股+180股+8.85%加仓
SSPDR道富系列信托SDY
0.56%0.64%$159.9万1.1万股$152.8万1.0万股+33股+0.32%加仓
SSPDR道富系列信托SPYD
0.56%0.62%$158.2万3.3万股$147.4万3.2万股+793股+2.45%加仓
V先锋领航指数基金VB
0.52%0.54%$148.2万4,891股$128.5万4,906股-15股-0.31%减仓
V先锋领航斯科茨代尔基金BSV
0.52%0.56%$145.9万1.8万股$133.0万1.7万股+1,694股+10.10%加仓
V先锋领航·MIDVO
0.52%0.55%$145.9万1.8万股$131.0万4,560股+1.4万股+297.00%加仓
CienaCIEN
0.51%$145.4万2,963股$00股+2,963股新买入
V先锋领航指数基金VOO
0.44%0.45%$124.8万1,817股$108.5万1,816股+1股+0.06%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
0.43%0.47%$120.5万2.3万股$113.2万2.2万股+1,458股+6.77%加仓
阿斯麦ASML
0.4%$114.4万575股$00股+575股新买入
IiShares安硕信托IVV
0.39%0.41%$111.1万1,484股$96.8万1,482股+2股+0.13%加仓
再生元REGN
0.38%0.56%$108.4万1,739股$134.1万1,736股+3股+0.17%加仓
AASTERA LABSALAB
0.38%$107.6万2,227股$00股+2,227股新买入
埃克森美孚XOM
0.33%0.6%$93.7万6,851股$144.0万8,488股-1,637股-19.29%减仓
宝洁PG
0.31%0.36%$87.1万5,938股$86.6万5,993股-55股-0.92%减仓
雪佛龙CVX
0.3%0.56%$86.1万5,194股$133.6万6,457股-1,263股-19.56%减仓
S道富SPSM
0.3%0.31%$85.9万1.5万股$74.8万1.5万股-590股-3.81%减仓
V先锋领航斯科茨代尔基金VTWO
0.28%0.25%$77.9万6,417股$60.2万6,008股+409股+6.81%加仓

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