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 |
|---|---|---|---|---|---|---|---|---|
| — | 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 |
| 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 PFD 8.25 SR T | $5,808.67万 | 4.31% | 5,808,667 | 5,534 | 0.1% | $5.53万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $5,547.93万 | 4.12% | 762,287 | -13,415 | -1.7% | -$97.63万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $4,872.06万 | 3.62% | 7,010,163 | 310,478 | 4.6% | $215.78万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $3,939.44万 | 2.92% | 190,403 | -1,251 | -0.7% | -$25.88万 | 减仓 |
| DOW | DOW HLDGS INC COM | $3,375.37万 | 2.51% | 810,412 | -7,246 | -0.9% | -$30.18万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $3,350.60万 | 2.49% | 137,072 | -2,538 | -1.8% | -$62.04万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $3,278.22万 | 2.43% | 235,217 | -9,394 | -3.8% | -$130.92万 | 减仓 |
| MRK | MERCK & CO INC COM | $3,263.13万 | 2.42% | 271,272 | -57,043 | -17.4% | -$686.17万 | 减仓 |
| GEV | GE VERNOVA INC COM | $3,233.58万 | 2.40% | 37,044 | -8,512 | -18.7% | -$743.01万 | 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 |
| MSFT | MICROSOFT CORP COM | $2,993.61万 | 2.22% | 80,871 | -7,871 | -8.9% | -$291.36万 | 减仓 |
| RTX | RTX CORPORATION COM | $2,965.05万 | 2.20% | 153,709 | -6,525 | -4.1% | -$125.87万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $2,950.21万 | 2.19% | 121,713 | 43 | 0.0% | $1.04万 | 加仓 |
| — | 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 |
| GE | GE AEROSPACE COM NEW | $2,835.65万 | 2.10% | 99,928 | -1,713 | -1.7% | -$48.61万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2,737.69万 | 2.03% | 209,080 | -816 | -0.4% | -$10.68万 | 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 |
| BAC | BANK OF AMER CORP COM | $2,562.44万 | 1.90% | 525,628 | -11,111 | -2.1% | -$54.17万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $2,493.07万 | 1.85% | 268,418 | 369 | 0.1% | $3.43万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $2,386.70万 | 1.77% | 70,623 | -35,016 | -33.1% | -$1,183.37万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $2,341.57万 | 1.74% | 326,034 | -2,305 | -0.7% | -$16.55万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $2,264.52万 | 1.68% | 230,181 | 7,675 | 3.4% | $75.51万 | 加仓 |
| — | FEDERAL HOME LN MTG CORP PFD 8.375 NCM | $2,201.77万 | 1.63% | 1,948,465 | -22,037 | -1.1% | -$24.90万 | 减仓 |
| DHI | D R HORTON INC COM | $2,149.45万 | 1.60% | 156,642 | -1,716 | -1.1% | -$23.55万 | 减仓 |
| AMZN | AMAZON COM INC COM | $2,109.44万 | 1.57% | 101,284 | 11,604 | 12.9% | $241.68万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2,068.47万 | 1.54% | 141,405 | -149,006 | -51.3% | -$2,179.66万 | 减仓 |
| AMGN | AMGEN INC COM | $2,039.74万 | 1.51% | 57,972 | 20,015 | 52.7% | $704.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2,019.68万 | 1.50% | 42,147 | -36,694 | -46.5% | -$1,758.38万 | 减仓 |
| AAPL | APPLE INC COM | $1,825.15万 | 1.35% | 71,916 | -2,918 | -3.9% | -$74.06万 | 减仓 |
| FBK | FB FINL CORP COM | $1,785.13万 | 1.33% | 343,690 | -2,283 | -0.7% | -$11.86万 | 减仓 |
| PEP | PEPSICO INC COM | $1,781.15万 | 1.32% | 114,699 | -466 | -0.4% | -$7.24万 | 减仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $1,699.75万 | 1.26% | 193,153 | -1,849 | -0.9% | -$16.27万 | 减仓 |
| — | HONEYWELL INTL INC COM | $1,608.75万 | 1.19% | 71,174 | 1,822 | 2.6% | $41.18万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $1,596.54万 | 1.19% | 59,002 | 12,431 | 26.7% | $336.37万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,553.56万 | 1.15% | 54,026 | -35 | -0.1% | -$1.01万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $1,545.96万 | 1.15% | 55,361 | 88 | 0.2% | $2.46万 | 加仓 |
| STWD | STARWOOD PPTY TR INC COM | $1,504.52万 | 1.12% | 873,703 | 873,703 | — | $1,504.52万 | 新建仓 |
| KO | COCA COLA CO COM | $1,445.38万 | 1.07% | 190,057 | -538 | -0.3% | -$4.09万 | 减仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $1,280.79万 | 0.95% | 618,738 | 31,733 | 5.4% | $65.69万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $1,231.39万 | 0.91% | 37,475 | 1,406 | 3.9% | $46.20万 | 加仓 |
| ORCL | ORACLE CORP COM | $1,191.72万 | 0.88% | 81,009 | -255 | -0.3% | -$3.75万 | 减仓 |
| HSY | HERSHEY CO COM | $1,176.22万 | 0.87% | 56,579 | -954 | -1.7% | -$19.83万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,129.85万 | 0.84% | 64,785 | 57,502 | 789.5% | $1,002.83万 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $985.40万 | 0.73% | 50,448 | -1,584 | -3.0% | -$30.94万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $968.37万 | 0.72% | 105,671 | -17,317 | -14.1% | -$158.69万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $923.94万 | 0.69% | 9,272 | -1,380 | -13.0% | -$137.51万 | 减仓 |
| HD | HOME DEPOT INC COM | $914.17万 | 0.68% | 27,796 | 397 | 1.4% | $13.06万 | 加仓 |
| — | FEDERAL NATL MTG ASSN PFD O VAR RATE | $832.30万 | 0.62% | 436,902 | 900 | 0.2% | $1.71万 | 加仓 |
| LLY | ELI LILLY & CO COM | $819.98万 | 0.61% | 8,915 | 8,534 | 2,239.9% | $784.93万 | 加仓 |
| — | FEDERAL NATL MTG ASSN PFD CV 5.375 | $736.00万 | 0.55% | 184 | 2 | 1.1% | $8.00万 | 加仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $682.21万 | 0.51% | 80,792 | 80,792 | — | $682.21万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $663.85万 | 0.49% | 117,892 | 7,977 | 7.3% | $44.92万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $654.57万 | 0.49% | 34,106 | -1,701 | -4.8% | -$32.65万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $646.46万 | 0.48% | 210,712 | -27,350 | -11.5% | -$83.91万 | 减仓 |
| DOCU | DOCUSIGN INC COM | $538.88万 | 0.40% | 113,664 | 11,619 | 11.4% | $55.09万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $442.21万 | 0.33% | 58,063 | -384 | -0.7% | -$2.92万 | 减仓 |
| — | FEDERAL HOME LN MTG CORP PFD PERP VAR | $361.54万 | 0.27% | 249,341 | 0 | 0.0% | — | 不变 |
| — | FEDERAL HOME LN MTG CORP PFD VAR RATE | $339.25万 | 0.25% | 240,600 | 2,000 | 0.8% | $2.82万 | 加仓 |
| — | FEDERAL NATL MTG ASSN PFD F VAR RATE | $334.77万 | 0.25% | 204,750 | 1,000 | 0.5% | $1.64万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $275.07万 | 0.20% | 4,211 | -82 | -1.9% | -$5.36万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $237.37万 | 0.18% | 59,063 | -1,255 | -2.1% | -$5.04万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $217.47万 | 0.16% | 3,344 | -88 | -2.6% | -$5.72万 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $212.63万 | 0.16% | 4,493 | -44 | -1.0% | -$2.08万 | 减仓 |
| SO | SOUTHERN CO COM | $161.59万 | 0.12% | 16,741 | 1,006 | 6.4% | $9.71万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $143.63万 | 0.11% | 2 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $118.57万 | 0.09% | 1,984 | -145 | -6.8% | -$8.67万 | 减仓 |
| WMT | WALMART INC COM | $98.14万 | 0.07% | 7,897 | -1,057 | -11.8% | -$13.14万 | 减仓 |
| VRSN | VERISIGN INC COM | $96.64万 | 0.07% | 3,891 | -265 | -6.4% | -$6.58万 | 减仓 |
| DUSA | DAVIS SELECT U.S. EQUITY ETF | $95.68万 | 0.07% | 18,856 | -7,633 | -28.8% | -$38.73万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $87.45万 | 0.06% | 2,973 | 31 | 1.1% | $9,119 | 加仓 |
| META | META PLATFORMS INC CL A | $79.07万 | 0.06% | 1,382 | -44 | -3.1% | -$2.52万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $77.15万 | 0.06% | 18,137 | -960 | -5.0% | -$4.08万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $74.12万 | 0.06% | 4,895 | -190 | -3.7% | -$2.88万 | 减仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $67.80万 | 0.05% | 1,663 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RESOURCES INC COM NEW | $67.35万 | 0.05% | 75,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $67.16万 | 0.05% | 2,170 | -169 | -7.2% | -$5.23万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $66.25万 | 0.05% | 9,811 | -285 | -2.8% | -$1.92万 | 减仓 |
| — | EXXON MOBIL CORP COM | $65.64万 | 0.05% | 3,869 | -1,466 | -27.5% | -$24.87万 | 减仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $57.26万 | 0.04% | 7,500 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $55.79万 | 0.04% | 1,945 | 64 | 3.4% | $1.84万 | 加仓 |
| TSLA | TESLA INC COM | $50.34万 | 0.04% | 1,354 | -51 | -3.6% | -$1.90万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $47.71万 | 0.04% | 24,720 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $47.26万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $46.44万 | 0.03% | 4,830 | -146,800 | -96.8% | -$1,411.48万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $43.54万 | 0.03% | 2,270 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $42.32万 | 0.03% | 9,108 | 15 | 0.2% | $697 | 加仓 |
| MCD | MCDONALDS CORP COM | $39.84万 | 0.03% | 1,282 | -1,510 | -54.1% | -$46.93万 | 减仓 |
| — | FEDERAL NATL MTG ASSN PFD7.625SER R | $37.23万 | 0.03% | 37,800 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $37.19万 | 0.03% | 12,612 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP COM | $37.14万 | 0.03% | 3,128 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $36.46万 | 0.03% | 1,789 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $35.30万 | 0.03% | 1,045 | -955 | -47.8% | -$32.26万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $30.04万 | 0.02% | 879 | -188 | -17.6% | -$6.43万 | 减仓 |
| EQIX | EQUINIX INC COM | $29.41万 | 0.02% | 300 | -20,058 | -98.5% | -$1,966.17万 | 减仓 |
| — | FEDERAL NATL MTG ASSN PFD L 5.125 | $29.31万 | 0.02% | 17,500 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION COM | $29.15万 | 0.02% | 12,806 | -5,997 | -31.9% | -$13.65万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $26.94万 | 0.02% | 2,786 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $26.90万 | 0.02% | 890 | -22 | -2.4% | -$6,649 | 减仓 |