CG

Colton Groome Financial Advisors, LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$3.5亿

申报季度: 2026-03-31 · 持股只数: 137

COLTON GROOME FINANCIAL ADVISORS, LLC在最新一期 13F 报告中披露了 137 项持股，申报期为 2026-03-31，总持股市值约为 US$3.5亿，季度换手率为 10.2%。

机构性格雪花图

集中度
21.45
持仓稳定性
10.23
动能／逆势
100
行业集中度
87.02
多样化
100
仓位均衡度
74.71

近期动向

  • 加仓 AAAU

    +8.6%　US$215.5万

  • 减仓 IVV

    +2.1%　-US$165.0万

  • 加仓 AGG

    +8.8%　US$200.5万

  • 减仓 XLK

    -20.1%　-US$156.0万

  • 加仓 EFA

    +5.3%　US$172.9万

  • 减仓 AVGO

    -15.6%　-US$147.5万

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4Q Trend
1IVVIshares Core S&p 500 ETFETF-大型股与成长17.36%-0.59%+2.09%
2EFAIshares Msci Eafe ETFETF-其他8.09%+0.44%+5.27%
3AGGIshares Core U.s. AggregateETF-其他7.56%+0.53%+8.84%
4EEMIshares Msci Emerging MarketETF-新兴市场4.92%+0.30%+3.37%
5AAAUGoldman Sachs Physical GoldETF-避险与商品4.04%+0.59%+8.60%
6IGIBIshares 5-10y Inv Grade CORPETF-投资级公司债3.73%+0.22%+8.35%
7IJHIshares Core S&p Midcap ETFETF-其他3.20%+0.23%+5.80%
8XLYSs Consumer Disc Select SectETF-其他2.16%+0.14%+17.89%
9QLTAIshares Aaa - A Rated CorporETF-其他2.14%—+0.12%
10AAPLApple INC股票-科技2.10%-0.13%+1.40%
11MSFTMicrosoft CORP股票-科技1.80%-0.30%+12.91%
12XLCSs Comm Select Sector SpdrETF-其他1.61%—+4.48%
13IBTIIshares Ibonds Dec 2028 TermETF-其他1.35%-0.16%-9.77%
14XLISs Industrial Select SectorETF-其他1.34%—-1.24%
15SPSMSs Spdr P S&p 600 Small CapETF-中小型股1.33%+0.13%+7.86%
16AVGOBroadcom INC股票-科技1.29%-0.44%-15.57%
17XLKSs Technology Select SectorETF-科技型1.25%-0.45%-20.13%
18SPDWSte Str Spdr Pt Dw EU ETFETF-其他1.19%—-4.27%
19SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长1.17%—+2.97%
20EMBIshares Jp Morgan Usd EmergiETF-其他1.08%+0.07%+9.97%
21SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长1.03%-0.10%-0.51%
22XLVSs Health Care Select SectorETF-其他1.01%-0.15%-6.72%
23EWCIshares Msci Canada ETFETF-其他1.00%—+3.62%
24XLFSs Financial Select SectorETF-其他0.97%-0.14%-2.88%
25GOOGLAlphabet Inc-cl A股票-通信服务0.93%-0.06%+2.19%
26SPEMState Street Sp Ptf Em ETFETF-其他0.91%—-1.74%
27KLACKla CORP股票-科技0.87%-0.07%-23.38%
28FEZState Street Spdr Euro StoxxETF-其他0.82%—+8.25%
29IEFAIshares Core Msci Eafe ETFETF-其他0.81%—-1.18%
30VVisa Inc-class A Shares股票-金融0.78%-0.11%+3.18%
31XLESs Energy Select SectorETF-其他0.67%+0.19%+1.77%
32SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长0.65%—-6.15%
33QQQInvesco Qqq Trust Series 1ETF-科技型0.62%—-2.02%
34XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他0.61%+0.06%+3.96%
35AMGNAmgen INC股票-医疗保健0.61%+0.09%+9.46%
36XLPSs Consumer Staples Sel SectETF-其他0.59%—-3.01%
37WMTWalmart INC股票-非周期性消费0.57%—-1.98%
38MUBIshares National Muni Bond EETF-其他0.54%+0.08%+17.01%
39JPMJpmorgan Chase & Co股票-金融0.53%—+2.13%
40MRKMerck & Co. INC.股票-医疗保健0.49%+0.06%+1.65%
41TSMTaiwan Semiconductor-sp Adr股票-科技0.48%+0.48%NEW
42SPTMSs Spdr P S&p 1500 Comp ETFETF-其他0.47%-0.05%-6.60%
43SUBIshares Short-term NationalETF-其他0.45%—+0.68%
44MDTMedtronic plc股票-医疗保健0.44%—+6.16%
45QUALIshares Msci USA Quality FacETF-其他0.42%-0.09%-14.00%
46VTIVanguard Total Stock Mkt ETFETF-其他0.39%-0.09%-13.77%
47ETNEaton Corporation plc股票-工业0.39%+0.06%+4.85%
48AMZNAmazon.com INC股票-周期性消费0.38%—+0.36%
49PNCPnc Financial Services Group股票-金融0.38%—+4.37%
50BLKBlackrock INC股票-金融0.36%—+3.75%
1–50 of 137

本季持股变动

Colton Groome Financial Advisors, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Taiwan Semiconductor-sp Adr (TSM); 新建仓: NXP Semiconductors N.V. (NXPI); 清仓: Ebay INC (EBAY); 清仓: Ball CORP (BALL); 新建仓: Accenture plc (ACN).

Colton Groome Financial Advisors, 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
1AAAUGoldman Sachs Physical Gold+0.6%+8.60%加仓
2AGGIshares Core U.s. Aggregate+0.5%+8.84%加仓
3EFAIshares Msci Eafe ETF+0.4%+5.27%加仓
4EEMIshares Msci Emerging Market+0.3%+3.37%加仓
5IJHIshares Core S&p Midcap ETF+0.2%+5.80%加仓
6IGIBIshares 5-10y Inv Grade CORP+0.2%+8.35%加仓
7XLESs Energy Select Sector+0.2%+1.77%加仓
8XLBSs Materials Select Sector+0.2%+146.36%加仓
9XLYSs Consumer Disc Select Sect+0.1%+17.89%加仓
10SPSMSs Spdr P S&p 600 Small Cap+0.1%+7.86%加仓
11AMGNAmgen INC+0.1%+9.46%加仓
12MUBIshares National Muni Bond E+0.1%+17.01%加仓
13EMBIshares Jp Morgan Usd Emergi+0.1%+9.97%加仓
14MRKMerck & Co. INC.+0.1%+1.65%加仓
15XLUSt Sr Utl Sl Se Spdr Etf-usd+0.1%+3.96%加仓
16ETNEaton Corporation plc+0.1%+4.85%加仓
17SPTMSs Spdr P S&p 1500 Comp ETF-0.1%-6.60%减仓
18GOOGLAlphabet Inc-cl A-0.1%+2.19%加仓
19KLACKla CORP-0.1%-23.38%减仓
20SPABSs Spdr P Agg Bond ETF-0.1%-38.93%减仓
21ORCLOracle CORP-0.1%-13.44%减仓
22QUALIshares Msci USA Quality Fac-0.1%-14.00%减仓
23VTIVanguard Total Stock Mkt ETF-0.1%-13.77%减仓
24SPYGSs Spdr P S&p 500 Growth ETF-0.1%-0.51%减仓
25VVisa Inc-class A Shares-0.1%+3.18%加仓
26AAPLApple INC-0.1%+1.40%加仓
27XLFSs Financial Select Sector-0.1%-2.88%减仓
28XLVSs Health Care Select Sector-0.2%-6.72%减仓
29AFLAflac INC-0.2%-45.18%减仓
30IBTIIshares Ibonds Dec 2028 Term-0.2%-9.77%减仓
31MSFTMicrosoft CORP-0.3%+12.91%加仓
32AVGOBroadcom INC-0.4%-15.57%减仓
33XLKSs Technology Select Sector-0.5%-20.13%减仓
34IVVIshares Core S&p 500 ETF-0.6%+2.09%加仓
35TSMTaiwan Semiconductor-sp Adr—NEW新建仓
36NXPINXP Semiconductors N.V.—NEW新建仓
37EBAYEbay INC—EXIT清仓
38BALLBall CORP—EXIT清仓
39ACNAccenture plc—NEW新建仓
40IGVIshares Expanded Tech-softwa—EXIT清仓
41GOVTIshares US Treasury Bond ETF—EXIT清仓
42MCDMcdonald's CORP—NEW新建仓
43IGLBIshares 10+ Year Inv Gr CORP—NEW新建仓
44TFCTruist Financial CORP—EXIT清仓
45SOSouthern Co/the—NEW新建仓
46CVXChevron CORP—NEW新建仓
47IWMIshares Russell 2000 ETF—EXIT清仓
48SCHVSchwab US Large-cap Value—EXIT清仓
49EWJIshares Msci Japan ETF—EXIT清仓
50COSTCostco Wholesale CORP—NEW新建仓

FAQ

Colton Groome Financial Advisors, LLC 是什么机构？属于哪种投资人类型？
Colton Groome Financial Advisors, 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$3.5亿，分布在 137 个已申报仓位之中。
Colton Groome Financial Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Colton Groome Financial Advisors, LLC 按市值排列的前几大持股为： 1. Ishares Core S&p 500 ETF (IVV) — US$6096.1万 (17.4%) 2. Ishares Msci Eafe ETF (EFA) — US$2841.6万 (8.1%) 3. Ishares Core U.s. Aggregate (AGG) — US$2654.0万 (7.6%) 4. Ishares Msci Emerging Market (EEM) — US$1728.8万 (4.9%) 5. Goldman Sachs Physical Gold (AAAU) — US$1419.7万 (4.0%)
Colton Groome Financial Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Colton Groome Financial Advisors, LLC 共进行了 50 项显著调整：新建仓 8 个仓位、加仓 21 个既有持股、减仓 13 个仓位，并完全清仓 8 个持股。 其中幅度最大的异动：新建仓: Taiwan Semiconductor-sp Adr (TSM); 新建仓: NXP Semiconductors N.V. (NXPI); 清仓: Ebay INC (EBAY); 清仓: Ball CORP (BALL); 新建仓: Accenture plc (ACN)
Colton Groome Financial Advisors, 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，Colton Groome Financial Advisors, LLC 的主要板块分布如下： • Information Technology: 48.4% • Financials: 16.1% • Health Care: 10.5% • Communication Services: 9.5% • Consumer Staples: 8.3% • Consumer Discretionary: 5.4%