Capstone Wealth Management Group LLC
- SEC CIK
- 0002059649
- 最新申報
- 2026/4/16
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/5/12 申報。只含多頭部位。
- 持股檔數
- 103
- 2024 年第 3 季沒有申報
- 總值
- $1.32 億
- 2024 年第 3 季沒有申報
Capstone Wealth Management Group LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 47,494 | $1,189 萬 | 9.0% | – | – | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 66,885 | $611.5 萬 | 4.6% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 26,194 | $609.1 萬 | 4.6% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 107,694 | $520.5 萬 | 4.0% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,684 | $484.3 萬 | 3.7% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 44,726 | $481.1 萬 | 3.7% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 77,387 | $445.2 萬 | 3.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 28,999 | $389.4 萬 | 3.0% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 25,656 | $353.0 萬 | 2.7% | – | – | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 35,196 | $349.0 萬 | 2.7% | – | – | – |
| iShares Tr464288760 | US AER DEF ETF | 22,549 | $327.7 萬 | 2.5% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 100,869 | $317.1 萬 | 2.4% | – | – | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 56,096 | $316.3 萬 | 2.4% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 32,364 | $277.2 萬 | 2.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,444 | $271.6 萬 | 2.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 11,694 | $229.0 萬 | 1.7% | – | – | – |
| GOOGAlphabet Inc. | Stock | 11,604 | $221.0 萬 | 1.7% | – | – | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 37,330 | $209.9 萬 | 1.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,187 | $186.6 萬 | 1.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 36,958 | $184.6 萬 | 1.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 8,412 | $184.6 萬 | 1.4% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 22,817 | $179.4 萬 | 1.4% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 41,140 | $171.7 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,939 | $166.7 萬 | 1.3% | – | – | – |
| iShares Semiconductor ETF464287523 | ETF | 7,732 | $166.6 萬 | 1.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 8,244 | $156.1 萬 | 1.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 10,400 | $150.4 萬 | 1.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,784 | $150.0 萬 | 1.1% | – | – | – |
| AXONAxon Enterprise, Inc. | COM | 2,226 | $132.3 萬 | 1.0% | – | – | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 40,900 | $132.1 萬 | 1.0% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 17,948 | $125.6 萬 | 1.0% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 36,015 | $122.1 萬 | 0.9% | – | – | – |
| SLViShares Silver Trust | ETF | 44,725 | $117.8 萬 | 0.9% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,803 | $105.7 萬 | 0.8% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 10,922 | $98.7 萬 | 0.7% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,068 | $97.8 萬 | 0.7% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 16,825 | $95.0 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,603 | $94.9 萬 | 0.7% | – | – | – |
| NKENIKE, Inc. | Stock | 12,372 | $93.6 萬 | 0.7% | – | – | 歷史 |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 8,340 | $92.0 萬 | 0.7% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 11,614 | $90.5 萬 | 0.7% | – | – | – |
| GLDSPDR Gold Trust | ETF | 3,713 | $89.9 萬 | 0.7% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,755 | $85.3 萬 | 0.6% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,447 | $79.9 萬 | 0.6% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,519 | $78.9 萬 | 0.6% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 8,106 | $78.5 萬 | 0.6% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 2,963 | $65.1 萬 | 0.5% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 879 | $61.9 萬 | 0.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,484 | $59.5 萬 | 0.5% | – | – | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 10,535 | $59.5 萬 | 0.5% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,415 | $58.3 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,326 | $58.3 萬 | 0.4% | – | – | – |
| ProShares Tr74347B581 | SP500 EX ENRGY | 9,026 | $57.1 萬 | 0.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 11,729 | $56.1 萬 | 0.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,091 | $55.8 萬 | 0.4% | – | – | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 4,507 | $53.7 萬 | 0.4% | – | – | – |
| VZVerizon Communications Inc | Stock | 13,159 | $52.6 萬 | 0.4% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,520 | $50.8 萬 | 0.4% | – | – | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 11,426 | $50.3 萬 | 0.4% | – | – | – |
| SBUXStarbucks Corp | Stock | 5,440 | $49.6 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 3,597 | $47.6 萬 | 0.4% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 7,436 | $47.2 萬 | 0.4% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,619 | $46.9 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,963 | $45.1 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,031 | $43.9 萬 | 0.3% | – | – | 歷史 |
| LASRNlight, Inc. | COM | 41,674 | $43.7 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 3,691 | $42.5 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 9,512 | $41.6 萬 | 0.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 8,503 | $37.4 萬 | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 3,860 | $34.8 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,313 | $34.7 萬 | 0.3% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 6,028 | $34.1 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,515 | $33.5 萬 | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 874 | $31.7 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,200 | $29.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 6,097 | $29.5 萬 | 0.2% | – | – | – |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 9,185 | $29.5 萬 | 0.2% | – | – | 歷史 |
| KKellanova | Stock | 3,605 | $29.2 萬 | 0.2% | – | – | 歷史 |
| DEDeere & Co | Stock | 688 | $29.2 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,810 | $28.5 萬 | 0.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,734 | $26.8 萬 | 0.2% | – | – | 歷史 |
| Direxion Shs ETF Tr25461A833 | DAILY NVDA BULL | 2,827 | $26.5 萬 | 0.2% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,875 | $24.7 萬 | 0.2% | – | – | – |
| ORCLOracle Corp | Stock | 1,481 | $24.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,701 | $24.1 萬 | 0.2% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 3,125 | $23.6 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 3,477 | $23.5 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,400 | $23.5 萬 | 0.2% | – | – | 歷史 |
| CAVACava Group, Inc. | COM | 2,075 | $23.4 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V647 | SEMICONDUCTORS | 4,007 | $23.2 萬 | 0.2% | – | – | – |
| HPQHP Inc | Stock | 7,089 | $23.1 萬 | 0.2% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 2,160 | $23.0 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 388 | $22.8 萬 | 0.2% | – | – | – |
| PFEPfizer Inc | Stock | 8,566 | $22.7 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,215 | $22.1 萬 | 0.2% | – | – | – |
| ATOAtmos Energy Corp | COM | 1,576 | $21.9 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 543 | $21.8 萬 | 0.2% | – | – | – |
| BABoeing Co | Stock | 1,230 | $21.8 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 9,294 | $21.2 萬 | 0.2% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 3,895 | $20.7 萬 | 0.2% | – | – | 歷史 |