CapWealth Advisors, LLC
FRANKLIN TN · SEC CIK 0001531809
$14.57亿2026Q2 申报市值
118持仓数
36.1%前十大占比 · 第一大 7.1%
8 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MGNR 新建仓+$2,968.04万
MA 新建仓+$1,707.77万
FEDERAL NATL MTG 加仓+$984.36万
HONA 新建仓+$823.83万
NEE 加仓+$769.08万
2026Q2 卖出最多 按季末市值估算
GNRC 清仓-$985.40万
GLW 减仓-$958.25万
HON 减仓-$755.77万
EWJ 清仓-$682.21万
CARR 清仓-$663.85万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC COM | $2,313.38万 | 1.59% | 1,117,576 | 34,489 | 3.2% | $71.39万 | 加仓 |
| — | FEDERAL NATL MTG ASSN PFD8.25SER S | $2,423.04万 | 1.66% | 2,220,938 | 29,412 | 1.3% | $32.09万 | 加仓 |
| AMZN | AMAZON COM INC COM | $2,461.60万 | 1.69% | 103,281 | 1,997 | 2.0% | $47.60万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $2,467.68万 | 1.69% | 59,372 | 370 | 0.6% | $15.38万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $2,523.82万 | 1.73% | 234,774 | 4,593 | 2.0% | $49.37万 | 加仓 |
| DHI | D R HORTON INC COM | $2,596.46万 | 1.78% | 159,409 | 2,767 | 1.8% | $45.07万 | 加仓 |
| — | FEDERAL HOME LN MTG CORP 6.02 NON CM PFD | $2,611.20万 | 1.79% | 2,997,934 | 8,075 | 0.3% | $7.03万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2,706.95万 | 1.86% | 213,853 | 4,773 | 2.3% | $60.42万 | 加仓 |
| RTX | RTX CORPORATION COM | $2,926.68万 | 2.01% | 154,255 | 546 | 0.4% | $10.36万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $2,953.59万 | 2.03% | 233,781 | -1,436 | -0.6% | -$18.14万 | 减仓 |
| MGNR | AMERICAN BEACON GLG NATURAL RESOURCES ETF | $2,968.04万 | 2.04% | 611,336 | 611,336 | — | $2,968.04万 | 新建仓 |
| BAC | BANK OF AMER CORP COM | $2,978.32万 | 2.04% | 522,695 | -2,933 | -0.6% | -$16.71万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $3,085.90万 | 2.12% | 82,728 | 1,857 | 2.3% | $69.27万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $3,124.98万 | 2.14% | 356,042 | 87,624 | 32.6% | $769.08万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $3,178.38万 | 2.18% | 191,746 | 1,343 | 0.7% | $22.26万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $3,307.75万 | 2.27% | 69,262 | -1,361 | -1.9% | -$65.00万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $3,481.36万 | 2.39% | 137,077 | 5 | 0.0% | $1,270 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $3,497.19万 | 2.40% | 124,362 | 2,649 | 2.2% | $74.49万 | 加仓 |
| MRK | MERCK & CO INC COM | $3,512.24万 | 2.41% | 273,326 | 2,054 | 0.8% | $26.39万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $3,513.18万 | 2.41% | 339,602 | 13,568 | 4.2% | $140.36万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $3,758.83万 | 2.58% | 100,576 | 648 | 0.6% | $24.22万 | 加仓 |
| GEV | GE VERNOVA INC COM | $3,925.10万 | 2.69% | 33,409 | -3,635 | -9.8% | -$427.06万 | 减仓 |
| — | FEDERAL NATL MTG ASSN PFD 8.25 SR T | $5,132.33万 | 3.52% | 5,835,506 | 26,839 | 0.5% | $23.60万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $5,469.25万 | 3.75% | 7,121,417 | 111,254 | 1.6% | $85.44万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $5,647.92万 | 3.88% | 759,742 | -2,545 | -0.3% | -$18.92万 | 减仓 |
| — | FEDERAL NATL MTG ASSN VAR PFD SER P | $7,896.49万 | 5.42% | 9,300,930 | 1,159,431 | 14.2% | $984.36万 | 加仓 |
| GLW | CORNING INC COM | $1.03亿 | 7.07% | 403,267 | -37,515 | -8.5% | -$958.25万 | 减仓 |