CapWealth Advisors, LLC
FRANKLIN TN · SEC CIK 0001531809
$13.47亿2026Q1 申报市值
118持仓数
35.0%前十大占比 · 第一大 5.7%
3 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
T 加仓+$1,524.11万
STWD 新建仓+$1,504.52万
NVDA 加仓+$1,002.83万
LLY 加仓+$784.93万
AMGN 加仓+$704.22万
2026Q1 卖出最多 按季末市值估算
PLTR 减仓-$2,179.66万
EQIX 减仓-$1,966.17万
BRK/B 减仓-$1,758.38万
VZ 减仓-$1,666.26万
NFLX 减仓-$1,411.48万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH CORP COM | $2,341.57万 | 1.74% | 326,034 | -2,305 | -0.7% | -$16.55万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $2,386.70万 | 1.77% | 70,623 | -35,016 | -33.1% | -$1,183.37万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $2,493.07万 | 1.85% | 268,418 | 369 | 0.1% | $3.43万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $2,562.44万 | 1.90% | 525,628 | -11,111 | -2.1% | -$54.17万 | 减仓 |
| — | FEDERAL NATL MTG ASSN PFD8.25SER S | $2,607.92万 | 1.94% | 2,191,526 | 5,717 | 0.3% | $6.80万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2,737.69万 | 2.03% | 209,080 | -816 | -0.4% | -$10.68万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $2,835.65万 | 2.10% | 99,928 | -1,713 | -1.7% | -$48.61万 | 减仓 |
| — | FEDERAL HOME LN MTG CORP 6.02 NON CM PFD | $2,849.34万 | 2.12% | 2,989,859 | 1,600 | 0.1% | $1.52万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $2,950.21万 | 2.19% | 121,713 | 43 | 0.0% | $1.04万 | 加仓 |
| RTX | RTX CORPORATION COM | $2,965.05万 | 2.20% | 153,709 | -6,525 | -4.1% | -$125.87万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $2,993.61万 | 2.22% | 80,871 | -7,871 | -8.9% | -$291.36万 | 减仓 |
| T | AT&T INC COM | $3,139.87万 | 2.33% | 1,083,087 | 525,735 | 94.3% | $1,524.11万 | 加仓 |
| GEV | GE VERNOVA INC COM | $3,233.58万 | 2.40% | 37,044 | -8,512 | -18.7% | -$743.01万 | 减仓 |
| MRK | MERCK & CO INC COM | $3,263.13万 | 2.42% | 271,272 | -57,043 | -17.4% | -$686.17万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $3,278.22万 | 2.43% | 235,217 | -9,394 | -3.8% | -$130.92万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $3,350.60万 | 2.49% | 137,072 | -2,538 | -1.8% | -$62.04万 | 减仓 |
| DOW | DOW HLDGS INC COM | $3,375.37万 | 2.51% | 810,412 | -7,246 | -0.9% | -$30.18万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $3,939.44万 | 2.92% | 190,403 | -1,251 | -0.7% | -$25.88万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $4,872.06万 | 3.62% | 7,010,163 | 310,478 | 4.6% | $215.78万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $5,547.93万 | 4.12% | 762,287 | -13,415 | -1.7% | -$97.63万 | 减仓 |
| — | FEDERAL NATL MTG ASSN PFD 8.25 SR T | $5,808.67万 | 4.31% | 5,808,667 | 5,534 | 0.1% | $5.53万 | 加仓 |
| GLW | CORNING INC COM | $5,993.31万 | 4.45% | 440,782 | -35,250 | -7.4% | -$479.29万 | 减仓 |
| — | FEDERAL NATL MTG ASSN VAR PFD SER P | $7,693.72万 | 5.71% | 8,141,499 | 54,989 | 0.7% | $51.96万 | 加仓 |