Cannon Wealth Management Services, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.5亿

申报季度: 2026-03-31 · 持股只数: 85

Cannon Wealth Management Services, LLC在最新一期 13F 报告中披露了 85 项持股，申报期为 2026-03-31，总持股市值约为 US$1.5亿，季度换手率为 9.9%。

机构性格雪花图

集中度: 13.74
持仓稳定性: 9.94
动能／逆势: 100
行业集中度: 46.1
多样化: 100
仓位均衡度: 86.06

近期动向

减仓 SPYM
+2.8%　-US$24.9万
加仓 JEPI
+66.4%　US$75.6万
加仓 SCHF
+23.0%　US$75.1万
减仓 MSFT
+0.9%　-US$50.9万
减仓 TSLA
-12.3%　-US$51.4万
加仓 ULST
+41.6%　US$59.2万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股与成长	8.53%	-0.54%	+2.78%
2	JCPB	Jpmorgan Core Plus Bond ETF	ETF-其他	7.02%	+0.16%	+7.36%
3	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	5.46%	+0.03%	+5.37%
4	CGUS	Cap Group Core Equity	ETF-其他	5.05%	-0.32%	+2.68%
5	CGCB	Cap Group Core Bond	ETF-其他	4.65%	-0.07%	+3.84%
6	SPTS	Ss Spdr P St Term Tsy ETF	ETF-其他	3.91%	+0.10%	+7.42%
7	VYM	Vanguard High Dvd Yield ETF	ETF-其他	3.70%	+0.12%	+4.76%
8	PVAL	Putnam Focused Lrg Cap Value	ETF-其他	3.62%	+0.02%	+3.12%
9	SPSB	Ss Spdr P St C CORP ETF	ETF-其他	3.54%	-0.03%	+3.85%
10	AGG	Ishares Core U.s. Aggregate	ETF-其他	3.30%	+0.25%	+13.42%
11	FELG	Fidelity Enh Lrg Cap Gwth	ETF-其他	3.17%	-0.20%	+9.14%
12	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	2.98%	-0.24%	+5.50%
13	VIG	Vanguard Dividend Apprec ETF	ETF-其他	2.86%	+0.03%	+7.84%
14	VFQY	Vanguard U.s. Quality Factor	ETF-其他	2.81%	-0.06%	+4.84%
15	VO	Vanguard Mid-cap ETF	ETF-其他	2.50%	—	+2.27%
16	AAPL	Apple INC	股票-科技	2.42%	-0.27%	+0.84%
17	SCHF	Schwab Intl Equity ETF	ETF-其他	2.41%	+0.42%	+23.05%
18	DUK	Duke Energy CORP	股票-公用事业	1.76%	+0.14%	+1.45%
19	MINT	Pimco Enhanced Short Maturit	ETF-其他	1.68%	+0.27%	+23.77%
20	SPHY	Ss Spdr P High Yield ETF	ETF-非投资级债	1.65%	+0.07%	+10.20%
21	ULST	Ss Ultra Short Tm Bond ETF	ETF-其他	1.36%	+0.36%	+41.63%
22	JEPI	Jpmorgan Equity Premium Inco	ETF-其他	1.30%	+0.48%	+66.36%
23	MSFT	Microsoft CORP	股票-科技	1.16%	-0.41%	+0.87%
24	AMZN	Amazon.com INC	股票-周期性消费	1.15%	-0.12%	+4.37%
25	NVDA	Nvidia CORP	股票-科技	1.01%	-0.10%	+1.80%
26	TSLA	Tesla INC	股票-周期性消费	0.92%	-0.40%	-12.28%
27	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.90%	—	-0.29%
28	PFF	Ishares Preferred & Income S	ETF-其他	0.89%	-0.13%	-6.25%
29	CGMS	Cap Group US Multi-sect Bond	ETF-其他	0.85%	+0.24%	+47.10%
30	XMMO	Invesco S&p Midcap Momentum	ETF-其他	0.78%	+0.07%	+9.01%
31	VB	Vanguard Small-cap ETF	ETF-其他	0.77%	+0.03%	+6.89%
32	CLSE	Convergence Long/short Eqy	ETF-其他	0.73%	+0.09%	+15.58%
33	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.71%	—	+6.38%
34	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.64%	—	+0.43%
35	JNJ	Johnson & Johnson	股票-医疗保健	0.63%	+0.07%	-0.47%
36	CGDV	Cap Group Dividend Value	ETF-其他	0.54%	—	-1.93%
37	ENB	Enbridge INC	股票-能源	0.53%	+0.03%	-2.42%
38	XOM	Exxon Mobil CORP	股票-能源	0.48%	+0.12%	-2.84%
39	QYLG	Global X Nasdaq 100 Covc Grw	ETF-科技型	0.47%	+0.20%	+93.61%
40	JPST	Jpmorgan Ultra-short Income	ETF-其他	0.46%	-0.10%	-14.15%
41	USMC	Principal US Mega-cap ETF	ETF-其他	0.41%	—	-1.46%
42	KO	Coca-cola Co/the	股票-非周期性消费	0.41%	—	-4.55%
43	SDVY	First Trust Smid Cap Rising	ETF-其他	0.39%	+0.09%	+34.37%
44	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.37%	—	-1.88%
45	CAT	Caterpillar INC	股票-工业	0.37%	+0.05%	-4.73%
46	SUB	Ishares Short-term National	ETF-其他	0.36%	—	+5.89%
47	GOOG	Alphabet Inc-cl C	股票-通信服务	0.31%	—	+2.21%
48	FDX	Fedex CORP	股票-工业	0.31%	+0.14%	+56.75%
49	META	Meta Platforms Inc-class A	股票-通信服务	0.31%	—	+2.16%
50	V	Visa Inc-class A Shares	股票-金融	0.30%	-0.08%	-4.52%

1–50 of 85

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	85	US$1.5亿	10	1SPYM 2JCPB 3SPYV 主要持股2026-03-31 1.SPYM 2.JCPB 3.SPYV 4.CGUS 5.CGCB 6.SPTS 7.VYM 8.PVAL 9.SPSB 10.AGG
2025-12-31	83	US$1.4亿	16	1SPYM 2JCPB 3SPYV 主要持股2025-12-31 1.SPYM 2.JCPB 3.SPYV 4.CGUS 5.CGCB 6.SPTS 7.PVAL 8.VYM 9.SPSB 10.FELG
2025-09-30	82	US$1.3亿	20	1SPYM 2CGUS 3JCPB 主要持股2025-09-30 1.SPYM 2.CGUS 3.JCPB 4.SPYV 5.PVAL 6.CGCB 7.SPTS 8.SPSB 9.SPYG 10.VYM
2025-06-30	80	US$1.2亿	0	1SPYM 2CGUS 3JCPB 主要持股2025-06-30 1.SPYM 2.CGUS 3.JCPB 4.SPYV 5.PVAL 6.CGCB 7.SPTS 8.SPSB 9.VYM 10.AGG
2025-03-31	76	US$1.1亿	0	1SPYM 2JCPB 3CGUS 主要持股2025-03-31 1.SPYM 2.JCPB 3.CGUS 4.SPYV 5.PVAL 6.CGCB 7.SPTS 8.SPSB 9.VYM 10.AGG
2024-12-31	78	US$1.2亿	0	1SPYM 2JCPB 3CGUS 主要持股2024-12-31 1.SPYM 2.JCPB 3.CGUS 4.SPYV 5.PVAL 6.CGCB 7.SPSB 8.SPTS 9.FLHY 10.VYM
2024-09-30	86	US$1.1亿	0	1SPYM 2SPYV 3JCPB 主要持股2024-09-30 1.SPYM 2.SPYV 3.JCPB 4.FLHY 5.SPTS 6.SPSB 7.CGUS 8.CGCB 9.VYM 10.AGG

本季持股变动

Cannon Wealth Management Services, LLC 在 2026-03-31 最显著的持仓异动：新建仓: Sonida Senior Living INC (SNDA); 新建仓: Wells Fargo & Co (WFC); 新建仓: GE Vernova INC (GEV); 清仓: Ishares Core S&p U.s. Growth (IUSG); 清仓: American Century US Quality (QGRO).

Cannon Wealth Management Services, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	JEPI	Jpmorgan Equity Premium Inco	+0.5%	+66.36%	加仓
2	SCHF	Schwab Intl Equity ETF	+0.4%	+23.05%	加仓
3	ULST	Ss Ultra Short Tm Bond ETF	+0.4%	+41.63%	加仓
4	MINT	Pimco Enhanced Short Maturit	+0.3%	+23.77%	加仓
5	AGG	Ishares Core U.s. Aggregate	+0.3%	+13.42%	加仓
6	CGMS	Cap Group US Multi-sect Bond	+0.2%	+47.10%	加仓
7	QYLG	Global X Nasdaq 100 Covc Grw	+0.2%	+93.61%	加仓
8	JCPB	Jpmorgan Core Plus Bond ETF	+0.2%	+7.36%	加仓
9	DUK	Duke Energy CORP	+0.1%	+1.45%	加仓
10	FDX	Fedex CORP	+0.1%	+56.75%	加仓
11	VYM	Vanguard High Dvd Yield ETF	+0.1%	+4.76%	加仓
12	XOM	Exxon Mobil CORP	+0.1%	-2.84%	减仓
13	SPTS	Ss Spdr P St Term Tsy ETF	+0.1%	+7.42%	加仓
14	CLSE	Convergence Long/short Eqy	+0.1%	+15.58%	加仓
15	SDVY	First Trust Smid Cap Rising	+0.1%	+34.37%	加仓
16	SPHY	Ss Spdr P High Yield ETF	+0.1%	+10.20%	加仓
17	XMMO	Invesco S&p Midcap Momentum	+0.1%	+9.01%	加仓
18	JNJ	Johnson & Johnson	+0.1%	-0.47%	减仓
19	CAT	Caterpillar INC	+0.1%	-4.73%	减仓
20	SPYV	Ss Spdr P S&p 500 Value ETF	0%	+5.37%	加仓
21	VIG	Vanguard Dividend Apprec ETF	0%	+7.84%	加仓
22	VB	Vanguard Small-cap ETF	0%	+6.89%	加仓
23	ENB	Enbridge INC	0%	-2.42%	减仓
24	PVAL	Putnam Focused Lrg Cap Value	0%	+3.12%	加仓
25	SPSB	Ss Spdr P St C CORP ETF	0%	+3.85%	加仓
26	VFQY	Vanguard U.s. Quality Factor	-0.1%	+4.84%	加仓
27	CGCB	Cap Group Core Bond	-0.1%	+3.84%	加仓
28	VUG	Vanguard Growth ETF	-0.1%	-20.58%	减仓
29	V	Visa Inc-class A Shares	-0.1%	-4.52%	减仓
30	JPST	Jpmorgan Ultra-short Income	-0.1%	-14.15%	减仓
31	NVDA	Nvidia CORP	-0.1%	+1.80%	加仓
32	AMZN	Amazon.com INC	-0.1%	+4.37%	加仓
33	PFF	Ishares Preferred & Income S	-0.1%	-6.25%	减仓
34	FELG	Fidelity Enh Lrg Cap Gwth	-0.2%	+9.14%	加仓
35	SPYG	Ss Spdr P S&p 500 Growth ETF	-0.2%	+5.50%	加仓
36	AAPL	Apple INC	-0.3%	+0.84%	加仓
37	CGUS	Cap Group Core Equity	-0.3%	+2.68%	加仓
38	TSLA	Tesla INC	-0.4%	-12.28%	减仓
39	MSFT	Microsoft CORP	-0.4%	+0.87%	加仓
40	SPYM	Ste Str Spdr Pt S&p 500 ETF	-0.5%	+2.78%	加仓
41	SNDA	Sonida Senior Living INC	—	NEW	新建仓
42	WFC	Wells Fargo & Co	—	NEW	新建仓
43	GEV	GE Vernova INC	—	NEW	新建仓
44	IUSG	Ishares Core S&p U.s. Growth	—	EXIT	清仓
45	QGRO	American Century US Quality	—	EXIT	清仓
46	MO	Altria Group INC	—	NEW	新建仓
47	VLO	Valero Energy CORP	—	NEW	新建仓
48	ABBV	Abbvie INC	—	EXIT	清仓
49	TFC	Truist Financial CORP	—	EXIT	清仓
50	SCHD	Schwab US Dvd Equity ETF	—	NEW	新建仓

FAQ

Cannon Wealth Management Services, LLC 是什么机构？属于哪种投资人类型？

Cannon Wealth Management Services, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.5亿，分布在 85 个已申报仓位之中。

Cannon Wealth Management Services, LLC 目前前几大持股有哪些？

根据最新 13F 申报，Cannon Wealth Management Services, LLC 按市值排列的前几大持股为： 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$1260.6万 (8.5%) 2. Jpmorgan Core Plus Bond ETF (JCPB) — US$1037.4万 (7.0%) 3. Ss Spdr P S&p 500 Value ETF (SPYV) — US$807.7万 (5.5%) 4. Cap Group Core Equity (CGUS) — US$746.2万 (5.0%) 5. Cap Group Core Bond (CGCB) — US$687.8万 (4.7%)

Cannon Wealth Management Services, LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Cannon Wealth Management Services, LLC 共进行了 50 项显著调整：新建仓 6 个仓位、加仓 31 个既有持股、减仓 9 个仓位，并完全清仓 4 个持股。其中幅度最大的异动：新建仓: Sonida Senior Living INC (SNDA); 新建仓: Wells Fargo & Co (WFC); 新建仓: GE Vernova INC (GEV); 清仓: Ishares Core S&p U.s. Growth (IUSG); 清仓: American Century US Quality (QGRO)

Cannon Wealth Management Services, LLC 主要集中投资哪些行业板块？

根据目前已申报的股票投资组合，Cannon Wealth Management Services, LLC 的主要板块分布如下： • Information Technology: 28.4% • Consumer Discretionary: 14.3% • Utilities: 12.5% • Industrials: 10.4% • Communication Services: 10.2% • Consumer Staples: 7.6%