Capstone Triton Financial Group, LLC

报告期 2026-03-31 · CIK 0001811805

持仓数

前50大市值合计

$54.7M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

22Q1 调仓2021-12-31 → 2022-03-31 · 共 119 项建仓 39增持 31减持 29清仓 20

方向

标的

Δ市值

现股数(环比)

建仓

AAPL APPLE INC COM

+$12.6M

80,663

建仓

ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF

+$6.6M

228,935

建仓

AMZN AMAZON COM INC COM

+$5.0M

1,797

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

AGZ ISHARES AGENCY BOND ETF

建仓

MDB MONGODB INC CL A

+$4.7M

13,044

建仓

MSFT MICROSOFT CORP COM

+$4.3M

15,282

建仓

VNLA JANUS HENDERSON SHORT DURATION INCOME ETF

+$3.9M

79,930

建仓

VZ VERIZON COMMUNICATIONS INC COM

+$3.5M

71,525

建仓

WMT WALMART INC COM

+$3.4M

21,790

建仓

GOOG ALPHABET INC CAP STK CL C

+$3.3M

1,418

建仓

SHOP SHOPIFY INC CL A

+$2.8M

6,697

建仓

ABT ABBOTT LABS COM

+$2.8M

23,708

建仓

CSCO CISCO SYS INC COM

+$2.5M

51,125

建仓

EXPE EXPEDIA GROUP INC COM NEW

+$2.5M

13,787

建仓

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

+$2.5M

7,618

建仓

KO COCA COLA CO COM

+$2.4M

36,453

建仓

COST COST - COSTCO WHSL CORP NEW COM

+$2.4M

4,303

建仓

AMAT APPLIED MATLS INC COM

+$2.3M

21,047

建仓

VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND

+$2.2M

28,486

建仓

BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND

+$2.1M

26,202

建仓

DEO DIAGEO PLC SPON ADR NEW

+$1.8M

9,177

建仓

CRWD CROWDSTRIKE HLDGS INC CL A

+$1.8M

9,052

建仓

MRVL MARVELL TECHNOLOGY INC COM

+$1.8M

32,060

建仓

PFE PFIZER INC COM

+$1.8M

36,013

建仓

HFXI IQ 50 PERCENT HEDGED FTSE INTERNATIONAL ETF

+$1.8M

79,265

建仓

MRK MERCK & CO INC COM

+$1.8M

20,960

建仓

AMT AMERICAN TOWER CORP NEW COM

+$1.7M

6,816

建仓

— CHECK POINT SOFTWARE TECH LTD ORD

+$1.6M

12,910

建仓

DIS DISNEY WALT CO COM

+$1.6M

14,179

建仓

RIO RIO TINTO PLC SPONSORED ADR

+$1.5M

21,491

建仓

MGK VANGUARD MEGA CAP GROWTH ETF

+$1.5M

7,413

建仓

DGRO ISHARES CORE DIVIDEND GROWTH ETF

+$1.4M

27,869

建仓

CRM SALESFORCE INC COM

+$1.3M

7,240

建仓

PYPL PAYPAL HLDGS INC COM

+$1.2M

14,906

建仓

MRNA MODERNA INC COM

+$1.1M

7,872

清仓

COP CONOCOPHILLIPS COM

-$670.0K

0 -100%

清仓

— CANOPY GROWTH CORP COM

-$606.0K

0 -100%

增持

NVDA NVIDIA CORPORATION COM

-$419.0K

4,006 +2%

清仓

PSX PHILLIPS 66 COM

-$375.0K

0 -100%

清仓

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-$334.0K

0 -100%

清仓

XLK TECHNOLOGY SELECT SECTOR SPDR FUND

-$331.0K

0 -100%

减持

MMIN IQ MACKAY MUNICIPAL INSURED ETF

-$329.0K

18,242 -36%

增持

— ZENDESK INC COM

+$317.0K

14,177 +5%

清仓

TMO THERMO FISHER SCIENTIFIC INC COM

-$303.0K

0 -100%

清仓

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

-$286.0K

0 -100%

减持

PAYC PAYCOM SOFTWARE INC COM

-$263.0K

1,011 -23%

清仓

META META PLATFORMS INC CL A

-$262.0K

0 -100%

减持

XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND

-$254.0K

31,713 -2%

清仓

XLV HEALTH CARE SELECT SECTOR SPDR FUND

-$248.0K

0 -100%

减持

IVV ISHARES CORE S&P 500 ETF

-$248.0K

2,240 -10%

清仓

JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

-$243.0K

0 -100%

增持

BANF BANCFIRST CORP COM

+$239.0K

12,595 +8%

清仓

XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND

-$226.0K

0 -100%

清仓

FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF

-$224.0K

0 -100%

减持

V VISA INC COM CL A

-$224.0K

1,820 -35%

减持

SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF

-$222.0K

20,886 -24%

增持

CINF CINCINNATI FINL CORP COM

+$220.0K

7,203 +9%

建仓

FLOT ISHARES FLOATING RATE BOND ETF

+$216.0K

4,287

建仓

— INVESCO BULLETSHARES 2022 CORPORATE BOND ETF

+$214.0K

10,072

清仓

CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND

-$213.0K

0 -100%

增持

ABBV ABBVIE INC COM

+$212.0K

6,780 +8%

清仓

XLF FINANCIAL SELECT SECTOR SPDR FUND

-$211.0K

0 -100%

建仓

FTSL FIRST TRUST SENIOR LOAN FUND

+$211.0K

4,481

清仓

SLYV SPDR S&P 600 SMALL CAP VALUE ETF

-$211.0K

0 -100%

增持

VBK VANGUARD SMALL-CAP GROWTH INDEX FUND

-$210.0K

3,563 +0%

建仓

BSV VANGUARD SHORT-TERM BOND INDEX FUND

+$209.0K

2,707

清仓

DLR DIGITAL RLTY TR INC COM

-$207.0K

0 -100%

清仓

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-$207.0K

0 -100%

清仓

SO SOUTHERN CO COM

-$207.0K

0 -100%

清仓

XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND

-$204.0K

0 -100%

增持

LOUP INNOVATOR LOUP FRONTIER TECH ETF

-$191.0K

17,075 +11%

减持

T AT&T INC COM

-$185.0K

29,113 -2%

减持

MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND

-$180.0K

6,082 -31%

增持

SYY SYSCO CORP COM

+$179.0K

9,870 +12%

减持

IJR ISHARES S&P SMALL-CAP FUND

-$169.0K

8,984 -4%

增持

LHX L3HARRIS TECHNOLOGIES INC COM

+$167.0K

3,347 +11%

增持

MKC MCCORMICK & CO INC COM NON VTG

+$138.0K

8,105 +13%

减持

GOOGL ALPHABET INC CAP STK CL A

-$129.0K

106 -17%

增持

DOV DOVER CORP COM

-$115.0K

5,364 +13%

增持

CHD CHURCH & DWIGHT CO INC COM

+$110.0K

8,295 +12%

增持

AFL AFLAC INC COM

+$109.0K

13,874 +10%

减持

— IQ HEDGE EVENT-DRIVEN TRACKER ETF

-$109.0K

43,886 -3%

减持

CVS CVS HEALTH CORP COM

-$108.0K

10,999 -6%

增持

— MEDTRONIC PLC SHS

+$107.0K

6,361 +16%

减持

HD HOME DEPOT INC COM

-$105.0K

776 -6%

增持

ECL ECOLAB INC COM

-$102.0K

3,727 +18%

增持

ALB ALBEMARLE CORP COM

-$100.0K

4,601 +10%

增持

PEP PEPSICO INC COM

+$96.0K

4,352 +13%

增持

RSG REPUBLIC SVCS INC COM

+$89.0K

6,744 +12%

减持

SPY SPDR S&P 500 ETF

-$88.0K

936 -7%

减持

CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF

-$88.0K

6,416 -2%

减持

VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND

-$87.0K

693 -7%

增持

EMR EMERSON ELEC CO COM

+$80.0K

8,209 +15%

增持

VUSB VANGUARD ULTRA-SHORT BOND ETF

+$73.0K

23,690 +8%

增持

SHW SHERWIN WILLIAMS CO COM

-$69.0K

2,775 +15%

减持

CAG CONAGRA BRANDS INC COM

+$63.0K

35,857 -0%

减持

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-$63.0K

5,517 -14%

减持

MDYG SPDR S&P 400 MID CAP GROWTH ETF

-$58.0K

3,679 -4%

减持

IVE ISHARES S&P 500 VALUE ETF

-$57.0K

1,369 -18%

减持

SLYG SPDR S&P 600 SMALL CAP GROWTH ETF

-$56.0K

2,726 -4%

增持

— GLAXOSMITHKLINE PLC SPONSORED ADR

+$49.0K

29,877 +1%

减持

VBR VANGUARD SMALL-CAP VALUE INDEX FUND

-$48.0K

3,687 -0%

增持

MCD MCDONALDS CORP COM

+$45.0K

2,951 +15%

减持

JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF

-$40.0K

4,782 -4%

减持

IBM INTERNATIONAL BUSINESS MACHS COM

-$39.0K

5,384 -6%

减持

MNA IQ MERGER ARBITRAGE ETF

-$39.0K

30,731 -3%

增持

NEAR BLACKROCK SHORT MATURITY BOND ETF

+$35.0K

6,064 +14%

减持

LDUR PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND

-$34.0K

5,245 -3%

增持

CLX CLOROX CO DEL COM

+$34.0K

4,333 +23%

增持

HAS HASBRO INC COM

-$28.0K

7,541 +7%

增持

HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND

+$21.0K

3,025 +13%

增持

INTC INTEL CORP COM

-$19.0K

13,878 +11%

增持

— PARAMOUNT GLOBAL CLASS B COM

-$16.0K

8,580 +1%

增持

— IQ S&P HIGH YIELD LOW VOLATILITY BOND ETF

+$13.0K

11,757 +17%

减持

OGE OGE ENERGY CORP COM

+$13.0K

19,685 -4%

减持

SGOL ABRDN PHYSICAL GOLD SHARES ETF

-$11.0K

45,119 -5%

增持

— IQ ULTRA SHORT DURATION ETF

+$9.0K

18,055 +2%

减持

DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND

-$8.0K

3,455 -0%

清仓

— AVINGER INC COM

-$5.0K

0 -100%