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C2C Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

C2C Wealth Management, LLC

No.8613 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.30亿
环比变动 Q1 2026
+$1,150.2万+9.7%
持仓股票数
95
新买入
7
加仓
17
减仓
24
清仓
4
持股不变
47
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
7.86%7.21%$1,019.6万1.4万股$852.9万1.3万股+557股+4.27%加仓
SSPDR行业精选信托XLK
7.23%5.22%$938.4万4.9万股$616.6万4.6万股+2,857股+6.16%加仓
苹果AAPL
6.99%8.41%$907.0万3.1万股$994.0万3.9万股-7,823股-19.97%减仓
COHEN AND STEERS INFRASTUTF
5.88%6.07%$763.2万27.7万股$717.8万27.7万股-750股-0.27%减仓
雪佛龙CVX
4.55%6.25%$590.4万3.6万股$739.0万3.6万股-100股-0.28%减仓
微软MSFT
4.54%5.16%$588.9万1.6万股$610.2万1.6万股-696股-4.22%减仓
IiShares安硕·RUSSELLIWM
4.33%4.25%$562.0万1.9万股$502.1万2.0万股-1,541股-7.61%减仓
IIBMIBM
4.06%3.84%$526.5万1.9万股$453.7万1.9万股+3股+0.02%加仓
IiShares安硕·COREIJH
2.77%2.79%$359.5万4.7万股$330.1万4.9万股-2,259股-4.62%减仓
EATON VANCEETY
2.58%2.68%$334.6万23.0万股$317.3万23.0万股00.00%持仓不变
V先锋领航·FTSEVEA
2.41%2.43%$312.5万4.4万股$287.5万4.5万股-1,000股-2.23%减仓
ENTERPRISE PRODS PARTNERS LEPD
1.87%2.12%$243.2万6.6万股$250.3万6.6万股00.00%持仓不变
英伟达NVDA
1.82%1.11%$236.2万1.2万股$131.0万7,513股+4,294股+57.15%加仓
IiShares安硕信托AGG
1.74%1.95%$225.6万2.3万股$230.9万2.3万股-464股-2.00%减仓
IiShares安硕信托IJK
1.68%1.66%$218.1万1.9万股$195.8万1.9万股-894股-4.60%减仓
IiShares安硕信托IJJ
1.49%1.57%$193.6万1.3万股$185.2万1.4万股-866股-6.20%减仓
PHILIP MORRIS INTLPM
1.43%1.43%$185.6万1.0万股$169.6万1.0万股00.00%持仓不变
V先锋领航·FSTEVWO
1.39%1.41%$180.1万3.0万股$166.9万3.1万股-700股-2.27%减仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
1.32%1.31%$171.4万1.2万股$154.9万1.2万股-300股-2.42%减仓
IiShares安硕信托IVW
1.17%1.06%$152.0万1.1万股$125.0万1.1万股00.00%持仓不变
F第一信托交易所交易基金FTCS
1.16%$151.0万1.6万股$00股+1.6万股新买入
STAG INDUSTRIALSTAG
1.06%1.14%$136.9万3.7万股$134.4万3.7万股+325股+0.87%加仓
IiShares安硕IEMG
1.01%0.95%$131.4万1.6万股$112.8万1.6万股-300股-1.86%减仓
PIMCO CORPORATE & INCOMEPTY
1.01%1.11%$130.4万10.8万股$131.4万10.9万股-600股-0.55%减仓
SSPDR行业精选信托XLY
0.99%1.02%$127.8万1.1万股$120.9万1.1万股-200股-1.80%减仓
史赛克SYK
0.97%1.11%$125.9万4,000股$131.4万4,000股00.00%持仓不变
MMPLXFFUT
0.97%1.08%$125.7万2.2万股$127.4万2.2万股00.00%持仓不变
SSPDR行业精选信托XLF
0.95%0.97%$123.1万2.3万股$114.5万2.3万股-240股-1.03%减仓
WELLS FARGO NEWWFC
0.91%0.89%$118.1万1.4万股$105.6万1.3万股+1,026股+7.73%加仓
V先锋领航指数基金VOO
0.89%0.73%$115.5万1,569股$86.5万1,499股+70股+4.67%加仓
GGlobal X基金SHLD
0.88%$114.0万1.9万股$00股+1.9万股新买入
ARES CAPITALARCC
0.8%0.85%$103.5万5.6万股$100.6万5.6万股00.00%持仓不变
艾伯维ABBV
0.79%0.75%$102.1万4,056股$88.2万4,054股+2股+0.05%加仓
希捷STX
0.74%0.33%$96.5万1,000股$39.2万1,000股00.00%持仓不变
IiShares安硕信托USMV
0.73%0.8%$95.2万9,865股$94.3万1.0万股-300股-2.95%减仓
礼来LLY
0.73%0.61%$94.8万790股$72.7万790股00.00%持仓不变
亚马逊AMZN
0.71%0.68%$91.6万3,842股$80.0万3,842股00.00%持仓不变
BBANK OF AMERBAC
0.69%0.66%$89.3万1.6万股$78.1万1.6万股-344股-2.15%减仓
SSPDR行业精选信托XLE
0.68%0.86%$88.6万1.7万股$102.2万1.7万股00.00%持仓不变
埃克森美孚XOM
0.67%0.91%$87.1万6,374股$108.1万6,374股00.00%持仓不变
OMEGA HEALTHCARE INVSOHI
0.64%0.64%$82.5万1.7万股$75.9万1.7万股00.00%持仓不变
IiShares安硕·S&PIVE
0.58%0.6%$75.0万3,302股$71.3万3,376股-74股-2.19%减仓
WP CAREYWPC
0.53%0.55%$68.6万9,589股$65.1万9,579股+10股+0.10%加仓
ONEOKOKE
0.52%0.6%$67.7万7,792股$70.4万7,792股00.00%持仓不变
Meta平台META
0.51%0.54%$65.6万1,165股$63.3万1,107股+58股+5.24%加仓
思科CSCO
0.5%0.37%$65.4万5,569股$43.2万5,569股00.00%持仓不变
威瑞森VZ
0.5%0.65%$64.5万1.5万股$77.2万1.5万股-159股-1.03%减仓
伯克希尔哈撒韦BRK.B
0.45%0.47%$58.5万1,170股$56.1万1,170股00.00%持仓不变
谷歌AGOOGL
0.41%0.36%$53.7万1,502股$42.5万1,477股+25股+1.69%加仓
Targa资源TRGP
0.41%0.42%$53.2万1,984股$49.7万1,984股00.00%持仓不变

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