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Capstone Triton Financial Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Capstone Triton Financial Group, LLC
报告期 2026-03-31 · CIK 0001811805
持仓数
62
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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 96 项
建仓 9
增持 38
减持 36
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
BALT
INNOVATOR DEFINED WEALTH SHIELD ETF
+$2.8M
106,969
建仓
QQQM
INVESCO NASDAQ 100 ETF
+$2.2M
17,533
建仓
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$2.2M
47,101
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。
清仓
HFXI
IQ 50 PERCENT HEDGED FTSE INTERNATIONAL ETF
-$1.8M
0
-100%
建仓
BSTP
INNOVATOR BUFFER STEP-UP STRATEGY ETF
+$1.6M
64,316
清仓
MGK
VANGUARD MEGA CAP GROWTH ETF
-$1.5M
0
-100%
建仓
VHT
VANGUARD HEALTH CARE INDEX FUND
+$1.4M
5,833
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
-$1.4M
10,833
-62%
清仓
—
GLAXOSMITHKLINE PLC SPONSORED ADR
-$1.4M
0
-100%
建仓
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$1.4M
35,867
建仓
PSI
INVESCO DYNAMIC SEMICONDUCTORS ETF
+$1.4M
12,142
减持
AGZ
ISHARES AGENCY BOND ETF
-$1.3M
32,959
-27%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$1.2M
5,081
-82%
减持
EXPE
EXPEDIA GROUP INC COM NEW
-$1.2M
13,268
-4%
减持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
-$1.1M
57,146
-29%
清仓
MNA
IQ MERGER ARBITRAGE ETF
-$978.0K
0
-100%
清仓
—
IQ HEDGE EVENT-DRIVEN TRACKER ETF
-$948.0K
0
-100%
减持
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
-$929.0K
204,071
-11%
清仓
IJR
ISHARES S&P SMALL-CAP FUND
-$899.0K
0
-100%
减持
BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
-$827.0K
15,863
-39%
清仓
SGOL
ABRDN PHYSICAL GOLD SHARES ETF
-$816.0K
0
-100%
清仓
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
-$795.0K
0
-100%
减持
—
ZENDESK INC COM
-$683.0K
14,086
-1%
清仓
LOUP
INNOVATOR LOUP FRONTIER TECH ETF
-$637.0K
0
-100%
清仓
VBR
VANGUARD SMALL-CAP VALUE INDEX FUND
-$613.0K
0
-100%
减持
MDB
MONGODB INC CL A
-$599.0K
12,887
-1%
减持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
-$581.0K
12,811
-60%
增持
AMZN
AMAZON COM INC COM
-$581.0K
35,182
+1858%
建仓
BUFF
INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF
+$461.0K
13,520
增持
WMT
WALMART INC COM
-$441.0K
22,032
+1%
减持
RIO
RIO TINTO PLC SPONSORED ADR
-$309.0K
21,478
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$304.0K
7,695
+1%
减持
MSFT
MICROSOFT CORP COM
-$302.0K
15,201
-1%
减持
CSCO
CISCO SYS INC COM
-$277.0K
50,346
-2%
清仓
GOOGL
ALPHABET INC CAP STK CL A
-$242.0K
0
-100%
减持
AAPL
APPLE INC COM
-$241.0K
79,743
-1%
清仓
HD
HOME DEPOT INC COM
-$234.0K
0
-100%
建仓
ICLN
ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND
+$230.0K
11,719
清仓
IVE
ISHARES S&P 500 VALUE ETF
-$206.0K
0
-100%
增持
ALB
ALBEMARLE CORP COM
+$203.0K
4,817
+5%
减持
DEO
DIAGEO PLC SPON ADR NEW
-$193.0K
9,161
-0%
减持
MRNA
MODERNA INC COM
+$183.0K
7,722
-2%
减持
IVV
ISHARES CORE S&P 500 ETF
-$183.0K
1,886
-16%
减持
DIS
DISNEY WALT CO COM
-$164.0K
14,106
-1%
减持
ABT
ABBOTT LABS COM
-$157.0K
23,579
-1%
增持
BANF
BANCFIRST CORP COM
+$143.0K
13,252
+5%
增持
CINF
CINCINNATI FINL CORP COM
-$126.0K
7,644
+6%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$125.0K
8,966
-1%
减持
AMAT
APPLIED MATLS INC COM
-$123.0K
20,872
-1%
增持
KO
COCA COLA CO COM
-$108.0K
37,189
+2%
减持
MRK
MERCK & CO INC COM
+$106.0K
20,802
-1%
减持
CVS
CVS HEALTH CORP COM
-$102.0K
10,802
-2%
增持
SHOP
SHOPIFY INC CL A
-$101.0K
66,490
+893%
增持
MKC
MCCORMICK & CO INC COM NON VTG
-$91.0K
8,851
+9%
减持
MRVL
MARVELL TECHNOLOGY INC COM
-$91.0K
31,643
-1%
增持
MCD
MCDONALDS CORP COM
+$85.0K
3,211
+9%
增持
CAG
CONAGRA BRANDS INC COM
-$80.0K
36,105
+1%
减持
CRM
SALESFORCE INC COM
+$67.0K
7,188
-1%
增持
—
MEDTRONIC PLC SHS
-$62.0K
6,822
+7%
减持
SPY
SPDR S&P 500 ETF
-$59.0K
833
-11%
增持
SYY
SYSCO CORP COM
+$57.0K
10,619
+8%
增持
COST
COST - COSTCO WHSL CORP NEW COM
-$50.0K
4,409
+2%
减持
PAYC
PAYCOM SOFTWARE INC COM
+$49.0K
1,010
-0%
增持
CLX
CLOROX CO DEL COM
+$48.0K
4,650
+7%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$47.0K
6,561
-4%
减持
V
VISA INC COM CL A
-$40.0K
1,617
-11%
减持
PFE
PFIZER INC COM
+$40.0K
35,820
-1%
增持
PEP
PEPSICO INC COM
+$35.0K
4,724
+9%
增持
GOOG
ALPHABET INC CAP STK CL C
-$31.0K
28,082
+1880%
减持
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND
-$29.0K
5,027
-4%
减持
—
PARAMOUNT GLOBAL CLASS B COM
-$28.0K
8,474
-1%
增持
CHD
CHURCH & DWIGHT CO INC COM
-$27.0K
8,986
+8%
增持
ABBV
ABBVIE INC COM
-$26.0K
7,057
+4%
增持
RSG
REPUBLIC SVCS INC COM
+$25.0K
7,231
+7%
增持
SHW
SHERWIN WILLIAMS CO COM
-$22.0K
2,934
+6%
减持
—
IQ ULTRA SHORT DURATION ETF
-$21.0K
17,793
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$20.0K
5,872
+9%
增持
ECL
ECOLAB INC COM
+$20.0K
4,015
+8%
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$20.0K
72,304
+1%
减持
—
CHECK POINT SOFTWARE TECH LTD ORD
+$19.0K
12,827
-1%
增持
AFL
AFLAC INC COM
-$18.0K
15,014
+8%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$17.0K
5,230
-5%
增持
PYPL
PAYPAL HLDGS INC COM
+$15.0K
15,054
+1%
增持
DOV
DOVER CORP COM
-$12.0K
5,711
+6%
增持
INTC
INTEL CORP COM
-$11.0K
15,185
+9%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$9.0K
4,483
+5%
增持
EMR
EMERSON ELEC CO COM
-$8.0K
8,790
+7%
增持
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
+$6.0K
2,800
+3%
增持
HAS
HASBRO INC COM
+$5.0K
8,113
+8%
增持
—
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF
+$5.0K
10,337
+3%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$3.0K
3,615
+8%
增持
NVDA
NVIDIA CORPORATION COM
-$3.0K
4,072
+2%
增持
FTSL
FIRST TRUST SENIOR LOAN FUND
-$2.0K
4,659
+4%
减持
NEAR
BLACKROCK SHORT MATURITY BOND ETF
-$2.0K
6,049
-0%
增持
HYS
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
-$2.0K
3,083
+2%
增持
—
IQ S&P HIGH YIELD LOW VOLATILITY BOND ETF
+$1.0K
12,015
+2%