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CGC Financial Services, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CGC Financial Services, LLC
报告期 2026-03-31 · CIK 0001992785
持仓数
331
前50大市值合计
$334.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 147 项
建仓 16
增持 47
减持 55
清仓 29
方向
标的
Δ市值
现股数(环比)
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$13.5M
48,568
-92%
减持
FBND
FIDELITY MERRIMACK STR TR
-$10.0M
20,110
-92%
减持
MUB
ISHARES TR
-$8.8M
1,115
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。
-99%
增持
SCHD
SCHWAB STRATEGIC TR
+$8.1M
680,082
+11%
减持
FNDX
SCHWAB STRATEGIC TR
-$4.6M
1,318
-98%
减持
DGRO
ISHARES TR
-$2.7M
19,048
-73%
增持
IEFA
ISHARES TR
+$2.7M
414,660
+4%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$2.6M
551,394
+3%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.7M
244,729
+4%
减持
NUBD
NUSHARES ETF TR
-$1.3M
1,151
-98%
减持
IMTM
ISHARES TR
+$1.2M
271,311
-1%
增持
NULV
NUSHARES ETF TR
+$997.3K
151,235
+11%
清仓
JPIE
J P MORGAN EXCHANGE TRADED F
-$867.5K
0
-100%
减持
IEMG
ISHARES INC
-$660.7K
4,480
-75%
减持
LDUR
PIMCO ETF TR
-$567.1K
7,027
-46%
减持
AAPL
APPLE INC
-$515.8K
15,678
-6%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$420.7K
7,938
-53%
减持
IMCG
ISHARES TR
-$403.8K
8,768
-45%
清仓
NUDV
NUSHARES ETF TR
-$368.6K
0
-100%
清仓
NUMV
NUSHARES ETF TR
-$231.3K
0
-100%
增持
BIV
VANGUARD BD INDEX FDS
+$173.2K
15,727
+19%
增持
NUSC
NUSHARES ETF TR
+$136.1K
51,226
+0%
增持
MSFT
MICROSOFT CORP
+$130.2K
2,468
+2%
清仓
VLO
VALERO ENERGY CORP
-$104.0K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$103.0K
2,083
+5%
清仓
TRPA
HARTFORD FDS EXCHANGE TRADED
-$94.6K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$84.0K
240
-43%
减持
WM
WASTE MGMT INC DEL
-$78.7K
160
-75%
减持
ICSH
ISHARES TR
-$65.0K
12,703
-10%
增持
GNR
SPDR INDEX SHS FDS
+$60.0K
6,240
+17%
增持
IVV
ISHARES TR
+$58.1K
731
+7%
减持
WRB
BERKLEY W R CORP
-$54.7K
281
-75%
减持
ORCL
ORACLE CORP
+$49.6K
3,023
-3%
增持
—
EXXON MOBIL CORP
+$45.6K
2,159
+5%
减持
TSLA
TESLA INC
-$45.3K
572
-3%
增持
ADBE
ADOBE INC
-$42.0K
567
+3%
增持
HD
HOME DEPOT INC
+$38.3K
752
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$36.3K
12,391
+6%
增持
ABBV
ABBVIE INC
+$35.5K
922
+8%
清仓
WMB
WILLIAMS COS INC
-$34.8K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$34.6K
376
+3%
增持
META
META PLATFORMS INC
+$33.5K
158
+30%
增持
IJS
ISHARES TR
+$32.8K
5,088
+7%
建仓
KKR
KKR & CO INC
+$32.7K
325
减持
GLW
CORNING INC
-$31.6K
130
-89%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$27.9K
13,469
-4%
减持
INTC
INTEL CORP
-$27.5K
3,689
-3%
减持
VUSB
VANGUARD BD INDEX FDS
-$26.8K
18,904
-3%
减持
ESGE
ISHARES INC
-$25.6K
196
-80%
增持
MU
MICRON TECHNOLOGY INC
+$23.7K
205
+4000%
清仓
SCHW
SCHWAB CHARLES CORP
-$22.4K
0
-100%
建仓
BX
BLACKSTONE INC
+$21.3K
162
减持
USB
US BANCORP DEL
-$21.2K
83
-86%
清仓
COF
CAPITAL ONE FINL CORP
-$21.0K
0
-100%
增持
CSX
CSX CORP
+$20.8K
8,271
+0%
减持
APD
AIR PRODS & CHEMS INC
-$20.4K
162
-26%
增持
V
VISA INC
+$19.5K
135
+93%
减持
MINT
PIMCO ETF TR
-$19.1K
8,398
-3%
减持
USEP
INNOVATOR ETFS TRUST
-$18.3K
8
-99%
减持
MMM
3M CO
-$18.1K
178
-47%
清仓
AXP
AMERICAN EXPRESS CO
-$17.8K
0
-100%
清仓
BEN
FRANKLIN RESOURCES INC
-$17.1K
0
-100%
清仓
FDX
FEDEX CORP
-$16.4K
0
-100%
减持
AMZN
AMAZON COM INC
+$16.1K
913
-7%
建仓
CHD
CHURCH & DWIGHT CO INC
+$16.0K
153
减持
UPS
UNITED PARCEL SERVICE INC
-$15.4K
50
-66%
增持
WMT
WALMART INC
+$15.2K
1,998
+200%
清仓
MA
MASTERCARD INCORPORATED
-$14.9K
0
-100%
减持
GE
GENERAL ELECTRIC CO
-$14.7K
85
-63%
减持
SO
SOUTHERN CO
-$14.6K
60
-78%
增持
ENPH
ENPHASE ENERGY INC
+$14.0K
127
+1170%
减持
DG
DOLLAR GEN CORP NEW
-$13.9K
50
-69%
减持
—
MEDTRONIC PLC
-$13.8K
474
-29%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$13.2K
313
+12%
减持
PAYX
PAYCHEX INC
-$12.8K
70
-61%
增持
GOOG
ALPHABET INC
+$12.7K
128
+167%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$11.7K
0
-100%
增持
PFE
PFIZER INC
+$11.6K
2,475
+25%
建仓
ESGU
ISHARES TR
+$11.5K
100
建仓
—
ACCENTURE PLC IRELAND
+$11.4K
33
减持
JNJ
JOHNSON & JOHNSON
-$11.2K
2,513
-4%
清仓
KVUE
KENVUE INC
-$10.8K
0
-100%
清仓
TAP
MOLSON COORS BEVERAGE CO
-$10.7K
0
-100%
减持
SYY
SYSCO CORP
-$10.3K
446
-30%
建仓
DHR
DANAHER CORPORATION
+$10.2K
41
减持
SLV
ISHARES SILVER TR
-$10.0K
2,800
-17%
清仓
—
CLARIVATE PLC
-$10.0K
0
-100%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$9.7K
0
-100%
清仓
DEO
DIAGEO PLC
-$9.5K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$8.6K
1,913
-8%
增持
VTI
VANGUARD INDEX FDS
+$8.5K
361
+0%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$8.4K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$7.9K
458
+52%
增持
STLD
STEEL DYNAMICS INC
+$7.1K
230
+1%
增持
ITW
ILLINOIS TOOL WKS INC
+$6.7K
60
+67%
增持
AMT
AMERICAN TOWER CORP NEW
+$6.2K
37
+640%
减持
VV
VANGUARD INDEX FDS
-$6.2K
3,207
-10%
减持
DDD
3-D SYS CORP DEL
-$6.0K
2,983
-2%
清仓
MKC
MCCORMICK & CO INC
-$5.5K
0
-100%
清仓
LW
LAMB WESTON HLDGS INC
-$5.4K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$5.3K
61
减持
AOA
ISHARES TR
-$4.9K
271
-25%
增持
T
AT&T INC
+$4.6K
1,798
+12%
增持
EPC
EDGEWELL PERS CARE CO
+$4.1K
200
+100%
减持
PEP
PEPSICO INC
+$3.6K
1,975
-2%
减持
AMAT
APPLIED MATLS INC
+$3.1K
172
-14%
减持
CMCSA
COMCAST CORP NEW
-$3.0K
1,760
-3%
增持
ENR
ENERGIZER HLDGS INC NEW
+$2.7K
200
+100%
增持
NWN
NORTHWEST NAT HLDG CO
-$2.2K
1,264
+0%
增持
NVO
NOVO-NORDISK A S
+$2.1K
65
+8%
减持
GOOGL
ALPHABET INC
-$2.0K
690
-9%
减持
BROS
DUTCH BROS INC
-$2.0K
127
-35%
增持
VXUS
VANGUARD STAR FDS
+$1.8K
690
+0%
建仓
FTV
FORTIVE CORP
+$1.7K
20
减持
UMAR
INNOVATOR ETFS TRUST
-$1.7K
22
-71%
增持
EAOA
ISHARES TR
+$1.6K
286
+13%
清仓
SONY
SONY GROUP CORP
-$1.4K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$1.4K
121
-7%
建仓
DASH
DOORDASH INC
+$1.4K
10
建仓
PCG
PG&E CORP
+$1.3K
80
减持
DIS
DISNEY WALT CO
+$1.3K
134
-20%
清仓
MGA
MAGNA INTL INC
-$1.2K
0
-100%
建仓
PLSE
PULSE BIOSCIENCES INC
+$1.2K
133
建仓
VLTO
VERALTO CORP
+$1.2K
13
增持
WBD
WARNER BROS DISCOVERY INC
-$992
662
+11%
增持
VTRS
VIATRIS INC
+$956
266
+30%
增持
QQQ
INVESCO QQQ TR
+$789
11
+10%
建仓
UBER
UBER TECHNOLOGIES INC
+$770
10
增持
PYPL
PAYPAL HLDGS INC
+$754
25
+67%
减持
BOTZ
GLOBAL X FDS
-$693
1,039
-12%
清仓
—
TRINITY BIOTECH PLC
-$644
0
-100%
建仓
TRIB
TRINITY BIOTECH PLC
+$612
300
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$560
27
-31%
增持
BND
VANGUARD BD INDEX FDS
-$473
939
+1%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$418
1
增持
IJH
ISHARES TR
+$372
70
+400%
减持
MTUM
ISHARES TR
-$369
60
-19%
建仓
VNT
VONTIER CORPORATION
+$363
8
清仓
IPWR
IDEAL PWR INC
-$350
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$319
68
+1%
减持
JPM
JPMORGAN CHASE & CO
-$284
2,210
-15%
清仓
ARKF
ARK ETF TR
-$276
0
-100%
清仓
NOK
NOKIA CORP
-$171
0
-100%
清仓
BYND
BEYOND MEAT INC
-$151
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$143
364
-10%
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$109
94
+1%
清仓
—
ORION ENERGY SYS INC
-$43
0
-100%
