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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 142 项
建仓 21
增持 32
减持 59
清仓 30
方向
标的
Δ市值
现股数(环比)
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$27.6M
8,008
-95%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$5.0M
1,616,296
-1%
增持
JBND
JPMORGAN ACTIVE BOND ETF
+$4.7M
539,876
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。
+20%
增持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
-$2.6M
1,090,050
+0%
增持
IVW
ISHARES S&P 500 GROWTH ETF
-$2.4M
347,289
+3%
减持
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
-$1.5M
175,994
-15%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$1.1M
282
-98%
减持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
-$1.1M
38,252
-0%
增持
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$762.8K
1,182,571
+0%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$717.8K
333,490
+1%
减持
VOO
VANGUARD S&P 500 ETF
-$665.7K
159
-87%
减持
JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
+$632.2K
339,541
-1%
减持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
-$507.5K
10,802
-35%
增持
UNP
UNION PAC CORP COM
+$495.7K
2,434
+494%
减持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
-$476.4K
5,860
-56%
减持
AAPL
APPLE INC COM
-$444.3K
14,660
-4%
建仓
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
+$441.8K
11,547
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$435.2K
61
-99%
减持
MSFT
MICROSOFT CORP COM
-$391.6K
2,015
-14%
减持
NKE
NIKE INC CL B
-$358.2K
19,803
-10%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$339.1K
611
+2677%
减持
GLD
SPDR GOLD SHARES
-$283.3K
306
-71%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$279.4K
80
-98%
减持
USXF
ISHARES ESG ADVANCED MSCI USA ETF
-$279.0K
53,270
-5%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$256.5K
24,490
+17%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$199.1K
51,566
+19%
减持
NUDV
NUVEEN ESG DIVIDEND ETF
+$169.6K
198,448
-0%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$162.6K
408
-93%
减持
JPM
JPMORGAN CHASE & CO COM
-$136.6K
1,794
-13%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$121.9K
917
+102%
增持
FBND
FIDELITY TOTAL BOND ETF
+$121.1K
9,939
+38%
增持
CVX
CHEVRON CORPORATION COM
+$112.5K
2,062
+0%
增持
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE ETF
+$96.3K
4,995
+25%
减持
GOOG
ALPHABET INC CAP STK CL C
-$86.3K
663
-25%
清仓
CCJ
CAMECO CORP COM
-$77.5K
0
-100%
减持
RTX
RTX CORPORATION COM
-$77.0K
778
-37%
增持
VUG
VANGUARD GROWTH ETF
-$72.3K
4,616
+8%
减持
—
EXXON MOBIL CORP COM
+$71.2K
2,831
-17%
增持
KR
KROGER CO COM
+$70.7K
2,094
+62%
减持
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
-$66.7K
9,830
-9%
增持
IDMO
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
+$64.6K
18,913
+8%
减持
—
TE CONNECTIVITY PLC ORD SHS
-$62.3K
98
-73%
减持
BX
BLACKSTONE INC COM
-$57.7K
162
-67%
减持
DHR
DANAHER CORP DEL COM
-$55.0K
41
-85%
减持
ABBV
ABBVIE INC COM
-$54.9K
848
-19%
减持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
-$51.4K
15,524
-6%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$47.3K
323
-26%
减持
BLK
BLACKROCK INC COM
-$45.6K
75
-32%
减持
ADI
ANALOG DEVICES INC COM
-$45.6K
185
-52%
减持
ICSH
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
-$41.7K
8,972
-8%
减持
GSY
INVESCO ULTRA SHORT DURATION ETF
-$41.5K
9,710
-8%
减持
NUEM
NUVEEN ESG EMERGING MARKETS EQUITY ETF
+$40.7K
48,835
-1%
增持
CSX
CSX CORP COM
+$40.0K
8,332
+0%
减持
—
MEDTRONIC PLC SHS
-$37.5K
93
-80%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$37.1K
2,288
-5%
减持
NEE
NEXTERA ENERGY INC COM
-$36.3K
441
-54%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-$36.2K
6,715
-5%
减持
NVDA
NVIDIA CORPORATION COM
-$35.4K
1,383
-7%
增持
ED
CONSOLIDATED EDISON INC COM
+$33.8K
778
+42%
清仓
DVY
ISHARES SELECT DIVIDEND ETF
-$33.6K
0
-100%
减持
AVGO
BROADCOM INC COM
-$33.5K
547
-7%
增持
MCD
MCDONALDS CORP COM
+$32.9K
450
+29%
减持
PFE
PFIZER INC COM
-$29.8K
3,888
-30%
清仓
SYK
STRYKER CORPORATION COM
-$29.2K
0
-100%
清仓
MMM
3M CO COM
-$28.5K
0
-100%
增持
QCOM
QUALCOMM INC COM
-$27.4K
664
+1%
清仓
OSIS
OSI SYSTEMS INC COM
-$25.5K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$22.0K
371
-2%
增持
SO
SOUTHERN CO COM
+$22.0K
493
+68%
减持
MRK
MERCK & CO INC COM
-$21.0K
1,045
-25%
清仓
—
EATON CORP PLC SHS
-$21.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP COM
+$20.0K
164
+1%
减持
META
META PLATFORMS INC CL A
-$19.9K
136
-8%
清仓
LASR
NLIGHT INC COM
-$19.6K
0
-100%
清仓
—
AMCOR PLC ORD
-$18.0K
0
-100%
清仓
CME
CME GROUP INC COM
-$18.0K
0
-100%
建仓
Q
QNITY ELECTRONICS INC COMMON STOCK
+$17.4K
151
减持
MELI
MERCADOLIBRE INC COM
-$17.3K
4
-67%
清仓
SPGI
S&P GLOBAL INC COM
-$17.2K
0
-100%
建仓
—
AMCOR PLC COM NEW
+$17.2K
432
清仓
WOOD
ISHARES GLOBAL TIMBER & FORESTRY ETF
-$16.9K
0
-100%
减持
ABT
ABBOTT LABORATORIES COM
-$15.9K
464
-8%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$15.6K
173
+184%
清仓
BR
BROADRIDGE FINL SOLUTIONS INC COM
-$15.4K
0
-100%
建仓
IBRX
IMMUNITYBIO INC COM
+$15.3K
2,000
增持
NWN
NORTHWEST NAT HLDG CO COM
+$13.6K
2,093
+0%
减持
STLD
STEEL DYNAMICS INC COM
-$13.2K
148
-37%
清仓
LNG
CHENIERE ENERGY INC COM NEW
-$12.8K
0
-100%
清仓
MNST
MONSTER BEVERAGE CORP NEW COM
-$12.7K
0
-100%
清仓
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
-$11.8K
0
-100%
清仓
ANET
ARISTA NETWORKS INC COM SHS
-$11.7K
0
-100%
减持
INTC
INTEL CORP COM
+$11.5K
4,148
-11%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$11.2K
800
-24%
清仓
CSGP
COSTAR GROUP INC COM
-$11.2K
0
-100%
增持
NUSC
NUVEEN ESG SMALL-CAP ETF
+$11.0K
7,399
+2%
建仓
GSLC
TR ACTIVEBETA US LARGE CAP EQUITY ETF
+$10.1K
81
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$8.7K
1,604
+1%
建仓
OXY
OCCIDENTAL PETE CORP COM
+$8.1K
125
清仓
OLN
OLIN CORP COM PAR $1
-$7.4K
0
-100%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$7.3K
222
-41%
清仓
WDAY
WORKDAY INC CL A
-$7.1K
0
-100%
增持
V
VISA INC COM CL A
+$6.9K
465
+22%
建仓
CSQ
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
+$6.9K
401
减持
SPHQ
INVESCO S&P 500 QUALITY ETF
-$6.8K
2,609
-4%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$6.0K
244
-10%
清仓
COP
CONOCOPHILLIPS COM
-$5.7K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$5.7K
1
-94%
建仓
WAT
WATERS CORP COM
+$5.4K
18
建仓
FVAL
FIDELITY VALUE FACTOR ETF
+$5.1K
73
建仓
JHMM
JOHN HANCOCK MULTIFACTOR MID CAP ETF
+$4.6K
68
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$4.5K
547
-19%
减持
BKIE
BNY MELLON INTERNATIONAL EQUITY ETF
-$4.5K
240
-18%
建仓
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
+$4.5K
75
建仓
XT
ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF
+$4.5K
66
清仓
DOW
DOW INC COM
-$4.4K
0
-100%
增持
IVV
ISHARES CORE S&P 500 ETF
+$4.2K
839
+6%
建仓
EMGF
ISHARES EMERGING MARKETS EQUITY FACTOR ETF
+$3.4K
57
建仓
PRFZ
INVESCO RAFI US 1500 SMALL-MID ETF
+$3.4K
75
清仓
NVO
NOVO-NORDISK A S ADR
-$3.1K
0
-100%
建仓
OBE
OBSIDIAN ENERGY LTD COM
+$2.8K
300
建仓
XBGYX
BLACKROCK ENHANCED INTL DIV TR COM BENE INTER
+$2.6K
477
减持
VTRS
VIATRIS INC COM
-$2.4K
73
-73%
增持
DIS
DISNEY WALT CO COM
-$2.2K
129
+1%
建仓
VSNT
VERSANT MEDIA GROUP INC COM CL A
+$1.7K
45
增持
CMCSA
COMCAST CORP NEW CL A
-$1.3K
1,172
+0%
减持
PEP
PEPSICO INC COM
-$1.3K
1,900
-8%
清仓
—
BARK INC COM
-$1.1K
0
-100%
减持
KD
KYNDRYL HLDGS INC COMMON STOCK
-$994
72
-1%
建仓
BARK
BARK INC COM NEW
+$886
1,749
清仓
ITUB
ITAU UNIBANCO HLDG S A SPON ADR REP PFD
-$666
0
-100%
建仓
OXY/WS
OCCIDENTAL PETE CORP WT EXP 080327
+$644
15
建仓
—
MAGNUM ICE CREAM CO NV ORD SHS
+$523
35
清仓
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
-$435
0
-100%
增持
AOA
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
+$397
131
+5%
清仓
ALB
ALBEMARLE CORP COM
-$141
0
-100%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC COM SHS
+$76
1
清仓
NIO
NIO INC SPON ADS
-$51
0
-100%
清仓
ICLN
ISHARES GLOBAL CLEAN ENERGY ETF
-$49
0
-100%
增持
HLN
HALEON PLC SPON ADS
-$29
293
+0%
清仓
—
XP INC CL A
-$16
0
-100%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$7
1,498
-1%
清仓
—
IROBOT CORP COM
-$6
0
-100%
