Carson Advisory Inc. 13F 持仓 · 2026年Q2
Carson Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 204 只证券，申报市值合计 2.18 亿美元。前几大持仓：HD（5.06%）、CGGO（4.72%）、CGCV（4.54%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | HD | HOME DEPOT INC | $11.0M | 5.06% | 31,235 | 增持 |
| 2 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $10.3M | 4.72% | 242,812 | 增持 |
| 3 | CGCV | CAPITAL GROUP CONSERVATIVE E | $9.9M | 4.54% | 301,168 | 增持 |
| 4 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $9.3M | 4.29% | 227,419 | 增持 |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.7M | 3.53% | 15,373 | 增持 |
| 6 | SO | SOUTHERN CO | $6.7M | 3.09% | 70,389 | 减持 |
| 7 | AAPL | APPLE INC | $5.7M | 2.61% | 19,641 | 增持 |
| 8 | EIX | EDISON INTL | $5.3M | 2.46% | 71,827 | 减持 |
| 9 | D | DOMINION ENERGY INC | $5.1M | 2.32% | 74,040 | 减持 |
| 10 | BINC | BLACKROCK ETF TRUST II | $4.9M | 2.27% | 94,424 | 增持 |
| 11 | IBM | INTERNATIONAL BUSINESS MACHS | $4.5M | 2.08% | 16,074 | 增持 |
| 12 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $4.3M | 1.99% | 87,852 | 增持 |
| 13 | AES | AES CORP | $4.1M | 1.86% | 276,977 | 减持 |
| 14 | DUK | DUKE ENERGY CORP NEW | $3.9M | 1.78% | 30,595 | 减持 |
| 15 | BAC | BANK OF AMER CORP | $3.1M | 1.42% | 54,427 | 减持 |
| 16 | MSFT | MICROSOFT CORP | $3.1M | 1.42% | 8,261 | 增持 |
| 17 | JPM | JPMORGAN CHASE & CO | $2.9M | 1.35% | 8,963 | 减持 |
| 18 | DAL | DELTA AIR LINES INC | $2.6M | 1.20% | 27,821 | 减持 |
| 19 | JNJ | JOHNSON & JOHNSON | $2.6M | 1.19% | 10,242 | 增持 |
| 20 | TCAL | T ROWE PRICE EXCHANGE-TRADED | $2.5M | 1.13% | 111,241 | 减持 |
| 21 | JXN | JACKSON FINANCIAL INC | $2.1M | 0.98% | 20,818 | 减持 |
| 22 | CGBL | CAPITAL GROUP CORE BALANCED | $1.9M | 0.89% | 51,012 | 增持 |
| 23 | PNFP | PINNACLE FINL PARTNERS INC | $1.8M | 0.82% | 17,679 | 新建仓 |
| 24 | C | CITIGROUP INC | $1.8M | 0.81% | 12,566 | 减持 |
| 25 | PG | PROCTER & GAMBLE CO | $1.8M | 0.81% | 11,998 | 减持 |
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