Capital Analysts, LLC
FORT WASHINGTON PA · SEC CIK 0001624758
$43.40亿2026Q2 申报市值
1,536持仓数
29.7%前十大占比 · 第一大 8.1%
70 / 77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
IVV 加仓+$2,530.13万
GPIX 加仓+$1,679.89万
FBND 加仓+$1,609.90万
IALT 新建仓+$1,602.60万
IUSB 加仓+$1,168.13万
2026Q2 卖出最多 按季末市值估算
C 减仓-$782.27万
QUAL 减仓-$649.60万
AGG 减仓-$623.55万
ZTS 减仓-$583.42万
TLH 减仓-$568.85万
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 |
|---|---|---|---|---|---|---|---|---|
| PXH | INVESCO EXCH TRADED FD TR II | $18.30万 | 0.00% | 6,581 | 49 | 0.8% | $1,363 | 加仓 |
| — | TEMPLETON EMERGING MKTS INCO | $18.30万 | 0.00% | 27,205 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $18.30万 | 0.00% | 7,337 | 2,049 | 38.7% | $5.11万 | 加仓 |
| DIVB | ISHARES TR | $18.30万 | 0.00% | 2,966 | 2,644 | 821.1% | $16.31万 | 加仓 |
| RAAX | VANECK ETF TRUST | $18.40万 | 0.00% | 4,624 | 1,816 | 64.7% | $7.23万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $18.50万 | 0.00% | 5,565 | 7 | 0.1% | $233 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $18.70万 | 0.00% | 8,892 | 4 | 0.0% | $84 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $19.10万 | 0.00% | 9,046 | 0 | 0.0% | — | 不变 |
| IJUL | INNOVATOR ETFS TRUST | $19.10万 | 0.00% | 5,309 | 0 | 0.0% | — | 不变 |
| ZALT | INNOVATOR ETFS TRUST | $19.10万 | 0.00% | 5,628 | 5,628 | — | $19.10万 | 新建仓 |
| ICOW | PACER FDS TR | $19.20万 | 0.00% | 4,614 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $19.20万 | 0.00% | 1,243 | 136 | 12.3% | $2.10万 | 加仓 |
| PCAR | PACCAR INC | $19.20万 | 0.00% | 1,596 | 1 | 0.1% | $120 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $19.20万 | 0.00% | 1,320 | -86 | -6.1% | -$1.25万 | 减仓 |
| OMC | OMNICOM GROUP INC | $19.20万 | 0.00% | 2,637 | 2,481 | 1,590.4% | $18.06万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $19.60万 | 0.00% | 4,750 | -1,537 | -24.4% | -$6.34万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $19.70万 | 0.00% | 1,622 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $19.80万 | 0.00% | 4,576 | 3,205 | 233.8% | $13.87万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $20.00万 | 0.00% | 3,361 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $20.00万 | 0.00% | 1,013 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $20.10万 | 0.00% | 9,174 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $20.20万 | 0.00% | 1,869 | -38 | -2.0% | -$4,107 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $20.30万 | 0.00% | 147 | 1 | 0.7% | $1,381 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $20.60万 | 0.00% | 9,220 | 19 | 0.2% | $425 | 加仓 |
| TPR | TAPESTRY INC | $20.60万 | 0.00% | 1,408 | 248 | 21.4% | $3.63万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $20.60万 | 0.00% | 2,607 | 628 | 31.7% | $4.96万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $20.80万 | 0.00% | 5,640 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $20.90万 | 0.00% | 884 | 0 | 0.0% | — | 不变 |
| CHH | CHOICE HOTELS INTL INC | $21.00万 | 0.00% | 1,907 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $21.00万 | 0.00% | 6,203 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $21.10万 | 0.00% | 2,218 | 3 | 0.1% | $285 | 加仓 |
| AMP | AMERIPRISE FINL INC | $21.10万 | 0.00% | 461 | 1 | 0.2% | $458 | 加仓 |
| GEV | GE VERNOVA INC | $21.10万 | 0.00% | 180 | 24 | 15.4% | $2.81万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.20万 | 0.00% | 8,067 | 1,596 | 24.7% | $4.19万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $21.20万 | 0.00% | 2,575 | 1,263 | 96.3% | $10.40万 | 加仓 |
| EQT | EQT CORP | $21.30万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $21.40万 | 0.00% | 6,049 | 810 | 15.5% | $2.87万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $21.40万 | 0.00% | 5,803 | 2,424 | 71.7% | $8.94万 | 加仓 |
| AOM | ISHARES TR | $21.50万 | 0.00% | 4,301 | 3,918 | 1,023.0% | $19.59万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $21.60万 | 0.00% | 845 | 715 | 550.0% | $18.28万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $21.90万 | 0.01% | 2,922 | 2 | 0.1% | $150 | 加仓 |
| IGV | ISHARES TR | $21.90万 | 0.01% | 2,424 | 786 | 48.0% | $7.10万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $22.10万 | 0.01% | 5,040 | 3 | 0.1% | $132 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $22.30万 | 0.01% | 4,176 | 3,653 | 698.5% | $19.51万 | 加仓 |
| — | JANUS DETROIT STR TR | $22.30万 | 0.01% | 8,793 | 8,793 | — | $22.30万 | 新建仓 |
| TFC | TRUIST FINL CORP | $22.40万 | 0.01% | 4,483 | -234 | -5.0% | -$1.17万 | 减仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $22.40万 | 0.01% | 4,506 | 3,554 | 373.3% | $17.67万 | 加仓 |
| UL | UNILEVER PLC | $22.50万 | 0.01% | 3,748 | 187 | 5.3% | $1.12万 | 加仓 |
| DMXF | ISHARES TR | $22.50万 | 0.01% | 2,663 | 511 | 23.7% | $4.32万 | 加仓 |
| IGM | ISHARES TR | $22.60万 | 0.01% | 1,379 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $23.10万 | 0.01% | 2,099 | -46 | -2.1% | -$5,062 | 减仓 |
| NUE | NUCOR CORP | $23.10万 | 0.01% | 1,037 | 2 | 0.2% | $446 | 加仓 |
| EMXC | ISHARES INC | $23.10万 | 0.01% | 2,256 | 558 | 32.9% | $5.71万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.30万 | 0.01% | 9,424 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE TR | $23.30万 | 0.01% | 3,603 | 47 | 1.3% | $3,039 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $23.30万 | 0.01% | 6,696 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $23.40万 | 0.01% | 1,792 | -181 | -9.2% | -$2.36万 | 减仓 |
| ILCV | ISHARES TR | $23.80万 | 0.01% | 2,348 | -64 | -2.7% | -$6,487 | 减仓 |
| USRT | ISHARES TR | $23.80万 | 0.01% | 3,583 | 514 | 16.7% | $3.41万 | 加仓 |
| IWO | ISHARES TR | $23.90万 | 0.01% | 606 | 1 | 0.2% | $394 | 加仓 |
| SLB | SLB LIMITED | $24.10万 | 0.01% | 5,193 | -34 | -0.7% | -$1,578 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.10万 | 0.01% | 9,760 | 0 | 0.0% | — | 不变 |
| NOCT | INNOVATOR ETFS TRUST | $24.20万 | 0.01% | 3,862 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $24.50万 | 0.01% | 2,193 | -59 | -2.6% | -$6,591 | 减仓 |
| CPRT | COPART INC | $24.80万 | 0.01% | 8,780 | -2,400 | -21.5% | -$6.78万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $24.90万 | 0.01% | 11,367 | -2,338 | -17.1% | -$5.12万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $24.90万 | 0.01% | 7,355 | 2,005 | 37.5% | $6.79万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $25.00万 | 0.01% | 642 | 60 | 10.3% | $2.34万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $25.10万 | 0.01% | 1,409 | 9 | 0.6% | $1,603 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $25.30万 | 0.01% | 10,761 | -845 | -7.3% | -$1.99万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $25.30万 | 0.01% | 2,358 | 923 | 64.3% | $9.90万 | 加仓 |
| JBL | JABIL INC | $25.40万 | 0.01% | 658 | -86 | -11.6% | -$3.32万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $25.80万 | 0.01% | 4,302 | -629 | -12.8% | -$3.77万 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $25.80万 | 0.01% | 6,941 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $25.80万 | 0.01% | 3,019 | 184 | 6.5% | $1.57万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.90万 | 0.01% | 1,153 | -45 | -3.8% | -$1.01万 | 减仓 |
| EVUS | ISHARES TR | $25.90万 | 0.01% | 7,390 | 1,461 | 24.6% | $5.12万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $26.00万 | 0.01% | 5,636 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $26.10万 | 0.01% | 2,221 | 508 | 29.7% | $5.97万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $26.20万 | 0.01% | 4,643 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $26.40万 | 0.01% | 2,542 | 485 | 23.6% | $5.04万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.60万 | 0.01% | 11,386 | 0 | 0.0% | — | 不变 |
| FSMB | FIRST TR EXCH TRADED FD III | $26.80万 | 0.01% | 13,417 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $26.80万 | 0.01% | 3,516 | -341 | -8.8% | -$2.60万 | 减仓 |
| BWA | BORGWARNER INC | $26.80万 | 0.01% | 4,041 | 338 | 9.1% | $2.24万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.90万 | 0.01% | 7,994 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $27.40万 | 0.01% | 4,914 | 10 | 0.2% | $558 | 加仓 |
| ALC | ALCON AG | $27.50万 | 0.01% | 4,100 | 0 | 0.0% | — | 不变 |
| EVSD | MORGAN STANLEY ETF TRUST | $27.50万 | 0.01% | 5,410 | 165 | 3.1% | $8,387 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $27.50万 | 0.01% | 1,559 | 62 | 4.1% | $1.09万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $27.50万 | 0.01% | 5,082 | 11 | 0.2% | $595 | 加仓 |
| — | PACER FDS TR | $27.50万 | 0.01% | 8,069 | -580 | -6.7% | -$1.98万 | 减仓 |
| IWP | ISHARES TR | $27.60万 | 0.01% | 1,881 | -1,076 | -36.4% | -$15.79万 | 减仓 |
| ENB | ENBRIDGE INC | $27.60万 | 0.01% | 5,102 | -410 | -7.4% | -$2.22万 | 减仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $27.60万 | 0.01% | 10,914 | 9,120 | 508.4% | $23.06万 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $28.00万 | 0.01% | 2,675 | -251 | -8.6% | -$2.63万 | 减仓 |
| CI | THE CIGNA GROUP | $28.00万 | 0.01% | 1,014 | 218 | 27.4% | $6.02万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.10万 | 0.01% | 7,995 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD WELLINGTON FD | $28.30万 | 0.01% | 1,137 | 216 | 23.5% | $5.38万 | 加仓 |
| GAM | GENERAL AMERN INVS CO INC | $28.60万 | 0.01% | 4,483 | -619 | -12.1% | -$3.95万 | 减仓 |