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 |
|---|---|---|---|---|---|---|---|---|
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $26.25万 | 0.02% | 6,832 | -691 | -9.2% | -$2.65万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $25.93万 | 0.02% | 9,927 | -11,318 | -53.3% | -$29.56万 | 减仓 |
| CSCO | CISCO SYS INC COM | $24.77万 | 0.02% | 3,193 | 71 | 2.3% | $5,509 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $23.98万 | 0.02% | 5,293 | -146,674 | -96.5% | -$664.43万 | 减仓 |
| PRF | INVESCO RAFI US 1000 ETF | $23.77万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $23.68万 | 0.02% | 3,588 | 31 | 0.9% | $2,046 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $22.76万 | 0.02% | 269 | 1 | 0.4% | $846 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $22.72万 | 0.02% | 1,573 | -16 | -1.0% | -$2,311 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $22.65万 | 0.02% | 4,512 | -331,924 | -98.7% | -$1,666.26万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC COM | $22.16万 | 0.02% | 2,741 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $21.78万 | 0.02% | 13,916 | 13,916 | — | $21.78万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $21.13万 | 0.02% | 2,184 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $20.71万 | 0.02% | 963 | 30 | 3.2% | $6,452 | 加仓 |
| — | FEDERAL NATL MTG ASSN PFD 5.10 E | $17.60万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD COM | $16.24万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| — | FEDERAL NATL MTG ASSN PFD G VAR RATE | $9.11万 | 0.01% | 6,200 | 0 | 0.0% | — | 不变 |
| — | FEDERAL NATL MTG ASSN PFD6.75 SER Q | $4.80万 | 0.00% | 5,000 | -5,000 | -50.0% | -$4.80万 | 减仓 |
| — | FEDERAL NATL MTG ASSN PFD M 4.75 | $3.69万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES MSCI CHINA ETF | $0 | 0.00% | 0 | -127,110 | -100.0% | -$763.55万 | 清仓 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $0 | 0.00% | 0 | -112,771 | -100.0% | -$431.80万 | 清仓 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $0 | 0.00% | 0 | -1,600 | -100.0% | -$41.38万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | $0 | 0.00% | 0 | -422 | -100.0% | -$25.46万 | 清仓 |
| CAT | CATERPILLAR INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |