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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 84 项
建仓 20
增持 34
减持 22
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
IVW
ISHARES S&P 500 GROWTH ETF
+$40.5M
335,855
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$26.2M
149,619
+846%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$16.2M
1,594,721
-29%
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。
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$14.7M
326,780
+205%
减持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
-$13.9M
16,546
-90%
增持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$3.6M
1,085,995
+1%
增持
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$3.3M
1,174,105
+2%
建仓
USXF
ISHARES ESG ADVANCED MSCI USA ETF
+$3.1M
54,813
增持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$2.3M
37,150
+17%
减持
NUSC
NUVEEN ESG SMALL-CAP ETF
-$1.8M
8,644
-84%
增持
NUEM
NUVEEN ESG EMERGING MARKETS EQUITY ETF
+$1.1M
48,948
+147%
增持
VUG
VANGUARD GROWTH ETF
+$610.7K
3,595
+42%
减持
JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
-$529.1K
335,783
-9%
减持
NUDV
NUVEEN ESG DIVIDEND ETF
-$487.9K
195,114
-10%
增持
NKE
NIKE INC CL B
+$452.9K
22,305
+44%
清仓
GNR
SPDR INDEX SHS FDS
-$319.7K
0
-100%
减持
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
+$283.0K
212,740
-2%
增持
JBND
JPMORGAN ACTIVE BOND ETF
+$272.3K
443,529
+0%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$247.3K
10,854
+50%
建仓
SPHQ
INVESCO S&P 500 QUALITY ETF
+$194.0K
2,647
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$164.1K
16,012
+14%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$155.9K
38,526
+16%
减持
ORCL
ORACLE CORP COM
+$153.2K
2,730
-3%
清仓
VTI
VANGUARD INDEX FDS
-$111.1K
0
-100%
建仓
HEQT
SIMPLIFY HEDGED EQUITY ETF
+$97.3K
3,115
增持
IDMO
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
+$93.2K
15,037
+7%
增持
GSY
INVESCO ULTRA SHORT DURATION ETF
+$92.1K
13,779
+15%
减持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
-$88.8K
18,217
-9%
增持
JPM
JPMORGAN CHASE & CO. COM
+$86.6K
2,122
+6%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$81.0K
8,553
+10%
清仓
BND
VANGUARD BD INDEX FDS
-$72.4K
0
-100%
增持
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
+$69.4K
10,854
+12%
增持
SBUX
STARBUCKS CORP COM
+$68.7K
2,740
+54%
增持
IVV
ISHARES CORE S&P 500 ETF
+$66.3K
677
+9%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$61.3K
1,309
-37%
建仓
ICLO
INVESCO AAA CLO FLOATING RATE NOTE ETF
+$55.9K
2,183
增持
FBND
FIDELITY TOTAL BOND ETF
+$50.8K
6,226
+20%
增持
ICSH
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
+$49.3K
12,174
+9%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$48.2K
310
-70%
增持
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE ETF
+$43.2K
3,325
+15%
增持
XLG
INVESCO S&P 500 TOP 50 ETF
+$40.8K
1,026
+193%
增持
VO
VANGUARD MID-CAP ETF
+$31.8K
132
+428%
建仓
ARKQ
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
+$30.6K
274
建仓
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$29.9K
286
增持
GE
GE AEROSPACE COM NEW
+$24.2K
112
+203%
增持
D
DOMINION ENERGY INC COM
+$22.5K
681
+101%
减持
VOO
VANGUARD S&P 500 ETF
-$22.1K
181
-23%
建仓
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$21.9K
694
增持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$21.3K
520
+98%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$21.0K
6,913
-3%
减持
CVX
CHEVRON CORP NEW COM
+$18.5K
1,899
-2%
建仓
WOOD
ISHARES GLOBAL TIMBER & FORESTRY ETF
+$17.3K
235
减持
PRU
PRUDENTIAL FINL INC COM
-$16.9K
175
-46%
建仓
BR
BROADRIDGE FINL SOLUTIONS INC COM
+$16.4K
69
增持
PEP
PEPSICO INC COM
+$16.0K
1,899
+0%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$14.9K
25
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$13.0K
89
增持
GEV
GE VERNOVA INC COM
+$12.3K
32
+129%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$10.4K
152
+49%
建仓
—
JOHNSON CTLS INTL PLC SHS
+$10.2K
93
建仓
AEE
AMEREN CORP COM
+$9.9K
95
建仓
NI
NISOURCE INC COM
+$8.7K
200
减持
C
CITIGROUP INC COM NEW
-$8.4K
3
-97%
增持
CMCSA
COMCAST CORP NEW CL A
-$7.5K
1,765
+0%
减持
—
EXXON MOBIL CORP COM
+$7.4K
2,487
-2%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$7.2K
323
+14%
减持
INTC
INTEL CORP COM
+$7.0K
4,648
-30%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$5.2K
2,421
-8%
清仓
MTB
M & T BK CORP
-$4.5K
0
-100%
减持
DBC
INVESCO DB COMMODITY INDEX TRACKING FUND
-$4.2K
260
-44%
减持
—
CARNIVAL CORP PAIRED CTF
-$3.0K
213
-35%
增持
STLD
STEEL DYNAMICS INC COM
+$2.8K
235
+0%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$2.5K
1,059
-1%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
+$1.9K
44
+132%
清仓
ITOT
ISHARES TR
-$1.6K
0
-100%
清仓
KLG
WK KELLOGG CO
-$1.6K
0
-100%
清仓
—
AZEK CO INC
-$1.4K
0
-100%
减持
EAOA
ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF
+$1.2K
670
-1%
建仓
LCID
LUCID GROUP INC COM NEW
+$1.1K
45
清仓
—
LUCID GROUP INC
-$958
0
-100%
建仓
—
JAMES HARDIE INDS PLC ORD SHS
+$480
25
建仓
OXY/WS
OCCIDENTAL PETE CORP WT EXP 080327
+$230
9
建仓
PSKY
PARAMOUNT SKYDANCE CORP COM CL B
+$132
7
建仓
COLB
COLUMBIA BKG SYS INC COM
+$51
2
