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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 111 项
建仓 12
增持 54
减持 30
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$1.8M
1,181,761
+1%
增持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$1.7M
1,088,189
+0%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$1.2M
338,328
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。
+1%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$1.0M
1,624,923
+2%
增持
JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
+$740.2K
342,326
+2%
增持
VOO
VANGUARD S&P 500 ETF
+$649.9K
1,213
+570%
增持
AAPL
APPLE INC COM
+$512.0K
15,319
+7%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$477.1K
330,345
+1%
增持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$453.7K
38,347
+3%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$383.2K
20,976
+31%
增持
VUG
VANGUARD GROWTH ETF
+$364.3K
4,281
+19%
增持
JBND
JPMORGAN ACTIVE BOND ETF
+$320.8K
450,200
+2%
减持
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
-$283.0K
206,442
-3%
增持
NUDV
NUVEEN ESG DIVIDEND ETF
+$252.9K
198,987
+2%
增持
GOOG
ALPHABET INC CAP STK CL C
+$245.3K
881
+588%
增持
MSFT
MICROSOFT CORP COM
+$217.6K
2,352
+32%
减持
GSY
INVESCO ULTRA SHORT DURATION ETF
-$164.0K
10,510
-24%
清仓
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
-$162.5K
0
-100%
增持
IDMO
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
+$160.7K
17,502
+16%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$152.9K
13,228
+22%
减持
NKE
NIKE INC CL B
-$151.2K
22,039
-1%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-$149.7K
7,091
-17%
增持
—
EXXON MOBIL CORP COM
+$128.7K
3,400
+37%
减持
ICSH
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
-$121.9K
9,803
-19%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$117.9K
43,176
+12%
增持
CSCO
CISCO SYS INC COM
+$115.9K
5,593
+22%
增持
V
VISA INC COM CL A
+$99.5K
381
+281%
增持
RTX
RTX CORPORATION COM
+$92.3K
1,238
+54%
增持
IVV
ISHARES CORE S&P 500 ETF
+$90.7K
794
+17%
减持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
-$86.5K
16,537
-9%
增持
USXF
ISHARES ESG ADVANCED MSCI USA ETF
+$78.1K
55,913
+2%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$63.9K
8,156
+18%
增持
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE ETF
+$62.7K
3,985
+20%
增持
PFE
PFIZER INC COM
+$61.7K
5,583
+84%
增持
—
TE CONNECTIVITY PLC ORD SHS
+$61.3K
364
+271%
增持
ADI
ANALOG DEVICES INC COM
+$59.0K
385
+108%
减持
NUSC
NUVEEN ESG SMALL-CAP ETF
-$58.8K
7,220
-16%
增持
DHR
DANAHER CORPORATION COM
+$54.6K
274
+568%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$54.0K
16,678
+1%
增持
BX
BLACKSTONE INC COM
+$48.6K
495
+206%
增持
NFLX
NETFLIX INC COM
-$46.3K
1,770
+900%
增持
UNP
UNION PAC CORP COM
+$45.2K
410
+95%
减持
COST
COSTCO WHSL CORP NEW COM
-$44.6K
471
-3%
增持
FBND
FIDELITY TOTAL BOND ETF
+$44.4K
7,218
+16%
增持
NVDA
NVIDIA CORPORATION COM
+$43.4K
1,483
+19%
增持
NEE
NEXTERA ENERGY INC COM
+$39.8K
962
+94%
减持
AVGO
BROADCOM INC COM
-$37.4K
586
-20%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$36.5K
1,594
+22%
清仓
—
KELLANOVA COM
-$32.8K
0
-100%
增持
BLK
BLACKROCK INC COM
+$30.3K
110
+47%
增持
PEP
PEPSICO INC COM
+$29.7K
2,064
+9%
建仓
SYK
STRYKER CORPORATION COM
+$29.2K
83
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$28.7K
146,660
-2%
增持
GE
GE AEROSPACE COM NEW
+$28.5K
202
+80%
增持
TSLA
TESLA INC COM
+$28.5K
444
+15%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$25.3K
202
-13%
清仓
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$21.9K
0
-100%
建仓
—
EATON CORP PLC SHS
+$21.0K
66
减持
CMCSA
COMCAST CORP NEW CL A
-$20.5K
1,170
-34%
增持
CVX
CHEVRON CORP NEW COM
+$19.2K
2,060
+8%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$18.1K
439
+36%
建仓
CME
CME GROUP INC COM
+$18.0K
66
建仓
SPGI
S&P GLOBAL INC COM
+$17.2K
33
增持
GEV
GE VERNOVA INC COM
+$15.6K
54
+69%
增持
QCOM
QUALCOMM INC COM
+$14.1K
660
+11%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$14.0K
225
-6%
建仓
LNG
CHENIERE ENERGY INC COM NEW
+$12.8K
66
建仓
MNST
MONSTER BEVERAGE CORP NEW COM
+$12.7K
166
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$11.7K
374
-29%
建仓
CSGP
COSTAR GROUP INC COM
+$11.2K
166
清仓
—
UNILEVER PLC SPON ADR NEW
-$10.6K
0
-100%
建仓
UL
UNILEVER PLC SPON ADR NEW
+$10.4K
159
减持
GOOGL
ALPHABET INC CAP STK CL A
-$9.7K
453
-27%
减持
DOW
DOW INC COM
-$9.5K
186
-69%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$9.0K
2,705
+2%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$8.2K
18
-56%
建仓
HBAN
HUNTINGTON BANCSHARES INC COM
+$7.3K
423
减持
EAOA
ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF
-$7.3K
483
-28%
建仓
WDAY
WORKDAY INC CL A
+$7.1K
33
增持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$6.6K
678
+2%
增持
NUEM
NUVEEN ESG EMERGING MARKETS EQUITY ETF
+$6.5K
49,281
+1%
减持
CSX
CSX CORP COM
+$6.2K
8,331
-0%
清仓
DBC
INVESCO DB COMMODITY INDEX TRACKING FUND
-$5.9K
0
-100%
减持
ABBV
ABBVIE INC COM
-$5.5K
1,047
-1%
增持
BROS
DUTCH BROS INC CL A
+$5.4K
172
+76%
减持
EVRG
EVERGY INC COM
-$5.4K
98
-40%
减持
JPM
JPMORGAN CHASE & CO. COM
-$4.9K
2,061
-3%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$4.8K
1,516
+1%
清仓
ZTS
ZOETIS INC CL A
-$4.2K
0
-100%
减持
—
CARNIVAL CORP PAIRED CTF
-$3.1K
100
-53%
清仓
TFII
TFI INTL INC COM
-$2.6K
0
-100%
增持
T
AT&T INC COM
-$2.5K
1,306
+5%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$2.0K
486
-2%
减持
OLN
OLIN CORP COM PAR $1
-$1.5K
354
-0%
增持
AOA
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
+$1.3K
125
+12%
减持
DRIV
GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF
-$1.3K
123
-29%
建仓
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
+$1.0K
5
减持
ICLO
INVESCO AAA CLO FLOATING RATE NOTE ETF
-$949
2,151
-1%
减持
MMM
3M CO COM
+$875
177
-1%
清仓
MS
MORGAN STANLEY COM NEW
-$795
0
-100%
减持
NVO
NOVO-NORDISK A S ADR
-$554
60
-8%
清仓
AMRC
AMERESCO INC CL A
-$504
0
-100%
清仓
PINS
PINTEREST INC CL A
-$483
0
-100%
清仓
—
JAMES HARDIE INDS PLC ORD SHS
-$480
0
-100%
建仓
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
+$435
7
清仓
CHWY
CHEWY INC CL A
-$405
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC COM
-$392
0
-100%
减持
HLN
HALEON PLC SPON ADS
+$333
292
-0%
清仓
OXY/WS
OCCIDENTAL PETE CORP WT EXP 080327
-$230
0
-100%
清仓
PSKY
PARAMOUNT SKYDANCE CORP COM CL B
-$132
0
-100%
增持
ITUB
ITAU UNIBANCO HLDG S A SPON ADR REP PFD
-$2
93
+2%
