Capstone Wealth Management Group LLC 13F 持仓 · 2026年Q1
Capstone Wealth Management Group 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 123 只证券，申报市值合计 1.63 亿美元。前几大持仓：AAPL（6.13%）、BIL（5.25%）、XOM（4.74%）。本季前 25 大持仓中：增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $10.0M | 6.13% | 39,275 | 减持 |
| 2 | BIL | SPDR SERIES TRUST | $8.5M | 5.25% | 93,085 | 减持 |
| 3 | XOM | EXXON MOBIL CORP | $7.7M | 4.74% | 45,401 | 增持 |
| 4 | XLK | SELECT SECTOR SPDR TR | $6.2M | 3.82% | 46,701 | 减持 |
| 5 | WPM | WHEATON PRECIOUS METALS CORP | $5.0M | 3.06% | 37,960 | 减持 |
| 6 | ITA | ISHARES TR | $4.9M | 3.00% | 22,319 | 增持 |
| 7 | BILS | SPDR SERIES TRUST | $4.7M | 2.90% | 47,397 | 增持 |
| 8 | XLF | SELECT SECTOR SPDR TR | $4.6M | 2.83% | 93,079 | 减持 |
| 9 | GDX | VANECK ETF TRUST | $4.5M | 2.77% | 49,101 | 持平 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.4M | 2.68% | 9,088 | 增持 |
| 11 | SLV | ISHARES SILVER TR | $4.0M | 2.46% | 58,774 | 减持 |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.9M | 2.42% | 69,300 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $3.9M | 2.39% | 22,296 | 减持 |
| 14 | XLE | SELECT SECTOR SPDR TR | $3.5M | 2.14% | 56,726 | 减持 |
| 15 | LRCX | LAM RESEARCH CORP | $3.2M | 1.96% | 14,907 | 减持 |
| 16 | XLV | SELECT SECTOR SPDR TR | $3.1M | 1.91% | 21,123 | 减持 |
| 17 | GOOG | ALPHABET INC | $3.0M | 1.85% | 10,486 | 减持 |
| 18 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.0M | 1.83% | 53,515 | 增持 |
| 19 | JNJ | JOHNSON & JOHNSON | $2.7M | 1.66% | 11,026 | 增持 |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $2.5M | 1.53% | 11,590 | 减持 |
| 21 | XLG | INVESCO EXCHANGE TRADED FD T | $2.4M | 1.49% | 44,505 | 增持 |
| 22 | PFF | ISHARES TR | $2.2M | 1.36% | 72,844 | 减持 |
| 23 | GOOGL | ALPHABET INC | $2.2M | 1.35% | 7,622 | 减持 |
| 24 | MSFT | MICROSOFT CORP | $2.1M | 1.31% | 5,765 | 减持 |
| 25 | AMLP | ALPS ETF TR | $2.1M | 1.28% | 39,614 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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