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

Kapstone Financial Advisors LLC

No.6531 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.39亿
环比变动 Q1 2026
+$3,469.7万+17.0%
持仓股票数
175
新买入
27
加仓
47
减仓
48
清仓
6
持股不变
53
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
IiShares安硕信托IVV
19.23%19.04%$4,592.9万6.1万股$3,886.9万6.0万股+1,825股+3.07%加仓
苹果AAPL
7.51%7.86%$1,793.8万6.2万股$1,603.8万6.3万股-1,204股-1.91%减仓
IiShares安硕信托HDV
5.72%6.6%$1,367.0万49.9万股$1,348.0万9.9万股+39.9万股+402.12%加仓
IiShares安硕信托IVW
3.1%2.58%$739.4万5.4万股$526.9万4.7万股+7,181股+15.42%加仓
V先锋领航指数基金VOO
2.3%2.02%$549.4万7,460股$413.1万7,158股+302股+4.22%加仓
谷歌AGOOGL
2.22%2.11%$529.3万1.5万股$431.7万1.5万股-200股-1.33%减仓
宝洁PG
2.08%2.28%$497.6万3.4万股$464.7万3.2万股+1,766股+5.49%加仓
帕兰提尔PLTR
2.08%2.92%$497.2万4.3万股$595.2万4.1万股+1,927股+4.74%加仓
V先锋领航白厅基金VYM
1.93%2.14%$460.9万2.9万股$436.7万2.9万股-326股-1.11%减仓
Meta平台META
1.91%2.38%$456.8万8,110股$485.1万8,478股-368股-4.34%减仓
微软MSFT
1.88%2.05%$450.1万1.2万股$418.2万1.1万股+767股+6.79%加仓
英伟达NVDA
1.71%1.73%$407.3万2.0万股$353.9万2.0万股+63股+0.31%加仓
艾伯维ABBV
1.61%1.45%$384.1万1.5万股$296.3万1.4万股+1,642股+12.05%加仓
IiShares安硕·RUSSELLIWF
1.52%1.53%$363.0万2.9万股$312.7万7,333股+2.2万股+298.69%加仓
AAlphabet Inc Class CGOOG
1.38%1.31%$328.9万9,308股$267.9万9,339股-31股-0.33%减仓
IiShares安硕信托DVY
1.37%1.57%$327.4万2.1万股$320.2万2.1万股-197股-0.93%减仓
摩根大通JPM
1.3%1.32%$309.8万9,463股$269.2万9,150股+313股+3.42%加仓
伯克希尔哈撒韦BRK.B
1.28%1.47%$304.9万6,093股$300.3万6,267股-174股-2.78%减仓
IiShares比特币ETFIBIT
1.08%1.14%$258.5万7.8万股$232.1万6.0万股+1.7万股+28.56%加仓
美光科技MU
1.06%0.43%$253.6万2,197股$88.8万2,628股-431股-16.40%减仓
F富达Covington信托FENI
0.92%0.82%$219.8万5.5万股$167.5万4.5万股+9,751股+21.66%加仓
亚马逊AMZN
0.91%0.92%$217.9万9,142股$188.7万9,058股+84股+0.93%加仓
强生JNJ
0.89%0.9%$212.4万8,363股$182.8万7,477股+886股+11.85%加仓
埃克森美孚XOM
0.88%1.06%$210.0万1.5万股$217.4万1.3万股+2,543股+19.85%加仓
思科CSCO
0.87%0.64%$207.2万1.8万股$130.0万1.7万股+887股+5.29%加仓
F第一信托交易所交易基金FTCS
0.82%0.96%$196.8万2.1万股$196.1万2.1万股-191股-0.90%减仓
IiShares安硕信托DGRO
0.75%0.81%$179.8万2.4万股$165.0万2.4万股+221股+0.94%加仓
SSPDR标普500 ETFSPY
0.72%0.72%$171.8万2,300股$147.5万2,268股+32股+1.41%加仓
高盛GS
0.65%0.14%$154.9万1,532股$28.1万332股+1,200股+361.45%加仓
I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT
0.64%0.52%$151.8万2.4万股$106.5万2.4万股00.00%持仓不变
LLCNB CORP COMLCNB
0.63%0.66%$150.7万8.6万股$134.2万8.6万股-400股-0.46%减仓
F第一信托交易所交易基金FTGS
0.6%0.66%$144.3万3.9万股$134.8万4.0万股-602股-1.52%减仓
SStrategyMSTR
0.6%1.01%$144.2万1.7万股$205.9万1.7万股+90股+0.55%加仓
PHILIP MORRIS INTLPM
0.59%0.63%$140.9万7,789股$129.2万7,812股-23股-0.29%减仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.59%0.64%$140.2万7,095股$130.5万7,082股+13股+0.18%加仓
V先锋领航指数基金VTV
0.57%0.31%$136.2万6,249股$62.9万3,208股+3,041股+94.79%加仓
卡地纳健康CAH
0.57%0.58%$135.9万5,719股$119.3万5,646股+73股+1.29%加仓
ANALOG DEVICES COMADI
0.54%0.51%$129.2万3,252股$103.1万3,242股+10股+0.31%加仓
F第一信托交易所交易基金RDVY
0.51%0.52%$122.8万1.5万股$106.7万1.6万股-474股-3.03%减仓
默沙东MRK
0.48%0.53%$115.2万8,968股$107.9万8,968股00.00%持仓不变
马拉松石油MPC
0.48%0.63%$114.8万4,490股$128.0万5,240股-750股-14.31%减仓
可口可乐KO
0.48%0.33%$113.5万1.4万股$67.4万8,863股+5,105股+57.60%加仓
VisaV
0.46%0.47%$108.8万3,170股$95.3万3,152股+18股+0.57%加仓
ALTRIAMO
0.45%0.49%$108.2万1.5万股$100.3万1.5万股-164股-1.08%减仓
V先锋领航指数基金VUG
0.45%0.18%$106.7万1.2万股$36.4万834股+1.2万股+1,385.61%加仓
好市多COST
0.44%0.55%$105.0万1,122股$111.8万1,122股00.00%持仓不变
I景顺交易所交易基金IISPMO
0.44%0.19%$104.7万6,481股$38.9万3,472股+3,009股+86.66%加仓
泛林集团LRCX
0.41%0.24%$98.5万2,273股$48.6万2,273股00.00%持仓不变
V先锋领航·SMALLVBR
0.4%0.43%$96.7万3,980股$88.6万4,077股-97股-2.38%减仓
优步UBER
0.39%0.52%$94.1万1.3万股$105.7万1.5万股-1,650股-11.23%减仓

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