Capstone Wealth Management Group, LLC 13F 持仓 · 2026年Q2
Capstone Wealth Management Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 95 只证券，申报市值合计 2.84 亿美元。前几大持仓：QQQM（6.92%）、MGK（5.90%）、AVGO（5.89%）。本季前 25 大持仓中：新建仓 4 只、增持 16 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | $19.6M | 6.92% | 64,823 | 增持 |
| 2 | MGK | VANGUARD WORLD FD | $16.7M | 5.90% | 190,425 | 增持 |
| 3 | AVGO | BROADCOM INC | $16.7M | 5.89% | 44,197 | 增持 |
| 4 | SHV | ISHARES TR | $16.1M | 5.66% | 145,546 | 减持 |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | $13.6M | 4.80% | 151,133 | 增持 |
| 6 | SPVM | INVESCO EXCHANGE TRADED FD T | $12.5M | 4.40% | 167,795 | 增持 |
| 7 | IGIB | ISHARES TR | $11.9M | 4.18% | 223,045 | 新建仓 |
| 8 | VYM | VANGUARD WHITEHALL FDS | $11.7M | 4.12% | 74,000 | 减持 |
| 9 | QQQ | INVESCO QQQ TR | $10.7M | 3.78% | 14,571 | 增持 |
| 10 | VTV | VANGUARD INDEX FDS | $10.7M | 3.77% | 49,097 | 增持 |
| 11 | QLTA | ISHARES TR | $10.1M | 3.57% | 213,160 | 增持 |
| 12 | MGV | VANGUARD WORLD FD | $9.3M | 3.29% | 57,120 | 增持 |
| 13 | GSY | INVESCO ACTIVELY MANAGED EXC | $9.2M | 3.24% | 182,991 | 减持 |
| 14 | KLAC | KLA CORP | $8.7M | 3.05% | 28,686 | 增持 |
| 15 | IWM | ISHARES TR | $6.2M | 2.18% | 20,562 | 增持 |
| 16 | IVE | ISHARES TR | $6.0M | 2.12% | 26,449 | 增持 |
| 17 | XMMO | INVESCO EXCHANGE TRADED FD T | $5.8M | 2.03% | 33,868 | 增持 |
| 18 | NVDA | NVIDIA CORPORATION | $5.0M | 1.75% | 24,787 | 增持 |
| 19 | SOXQ | INVESCO EXCH TRADED FD TR II | $4.9M | 1.72% | 43,547 | 新建仓 |
| 20 | IVW | ISHARES TR | $4.9M | 1.71% | 35,288 | 新建仓 |
| 21 | PWV | INVESCO EXCHANGE TRADED FD T | $4.8M | 1.69% | 63,358 | 减持 |
| 22 | AAPL | APPLE INC | $4.5M | 1.59% | 15,549 | 减持 |
| 23 | XSMO | INVESCO EXCHANGE TRADED FD T | $3.9M | 1.37% | 41,603 | 增持 |
| 24 | GOOGL | ALPHABET INC | $3.3M | 1.18% | 9,368 | 增持 |
| 25 | DRAM | ROUNDHILL ETF TRUST | $3.2M | 1.14% | 43,748 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR