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 |
|---|---|---|---|---|---|---|---|---|
| HEI/A | HEICO CORP NEW | $78.70万 | 0.02% | 3,051 | -779 | -20.3% | -$20.09万 | 减仓 |
| TIP | ISHARES TR | $79.00万 | 0.02% | 7,217 | 114 | 1.6% | $1.25万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $79.10万 | 0.02% | 25,830 | 10,043 | 63.6% | $30.75万 | 加仓 |
| VLO | VALERO ENERGY CORP | $79.20万 | 0.02% | 3,042 | 317 | 11.6% | $8.25万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $79.60万 | 0.02% | 8,861 | 2,490 | 39.1% | $22.37万 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $80.00万 | 0.02% | 31,318 | 22,807 | 268.0% | $58.26万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $80.40万 | 0.02% | 17,729 | -477 | -2.6% | -$2.16万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $80.70万 | 0.02% | 30,464 | 0 | 0.0% | — | 不变 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $80.90万 | 0.02% | 32,244 | 2,572 | 8.7% | $6.45万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $81.40万 | 0.02% | 3,429 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $81.40万 | 0.02% | 10,154 | 1,447 | 16.6% | $11.60万 | 加仓 |
| — | NORTHERN LTS FD TR II | $81.60万 | 0.02% | 34,888 | 225 | 0.6% | $5,263 | 加仓 |
| KAPR | INNOVATOR ETFS TRUST | $82.00万 | 0.02% | 20,605 | -2,701 | -11.6% | -$10.75万 | 减仓 |
| IWM | ISHARES TR | $82.20万 | 0.02% | 2,737 | -39 | -1.4% | -$1.17万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $83.10万 | 0.02% | 10,239 | 6,929 | 209.3% | $56.24万 | 加仓 |
| ESGE | ISHARES INC | $83.80万 | 0.02% | 15,319 | -1,105 | -6.7% | -$6.04万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $84.50万 | 0.02% | 27,187 | -1,249 | -4.4% | -$3.88万 | 减仓 |
| IWR | ISHARES TR | $85.30万 | 0.02% | 7,732 | -197 | -2.5% | -$2.17万 | 减仓 |
| TSME | THRIVENT ETF TRUST | $86.10万 | 0.02% | 16,430 | 5,846 | 55.2% | $30.64万 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $86.50万 | 0.02% | 34,563 | -23,020 | -40.0% | -$57.61万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $87.50万 | 0.02% | 6,923 | 131 | 1.9% | $1.66万 | 加仓 |
| YUM | YUM BRANDS INC | $87.60万 | 0.02% | 5,479 | 178 | 3.4% | $2.85万 | 加仓 |
| CRM | SALESFORCE INC | $87.90万 | 0.02% | 5,611 | -81 | -1.4% | -$1.27万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $88.20万 | 0.02% | 8,558 | 112 | 1.3% | $1.15万 | 加仓 |
| COWG | PACER FDS TR | $88.70万 | 0.02% | 22,095 | -1,795 | -7.5% | -$7.21万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $89.10万 | 0.02% | 17,658 | 3,301 | 23.0% | $16.66万 | 加仓 |
| CALF | PACER FDS TR | $89.40万 | 0.02% | 17,669 | -195 | -1.1% | -$9,866 | 减仓 |
| — | PIMCO EQUITY SER | $89.40万 | 0.02% | 18,681 | 192 | 1.0% | $9,188 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $89.50万 | 0.02% | 48,174 | -767 | -1.6% | -$1.42万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $89.60万 | 0.02% | 43,082 | 40,379 | 1,493.9% | $83.98万 | 加仓 |
| AGG | ISHARES TR | $89.80万 | 0.02% | 9,065 | -62,945 | -87.4% | -$623.55万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $90.40万 | 0.02% | 24,838 | 12,497 | 101.3% | $45.48万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $90.50万 | 0.02% | 46,824 | 7,667 | 19.6% | $14.82万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $90.60万 | 0.02% | 5,323 | 20 | 0.4% | $3,404 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $90.80万 | 0.02% | 3,231 | -194 | -5.7% | -$5.45万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $91.40万 | 0.02% | 1,198 | -321 | -21.1% | -$24.49万 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $91.50万 | 0.02% | 11,356 | -35 | -0.3% | -$2,820 | 减仓 |
| HYD | VANECK ETF TRUST | $92.00万 | 0.02% | 17,869 | -89 | -0.5% | -$4,582 | 减仓 |
| VGT | VANGUARD WORLD FD | $92.00万 | 0.02% | 7,697 | 1,129 | 17.2% | $13.49万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $93.30万 | 0.02% | 6,505 | -7,113 | -52.2% | -$102.02万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $93.60万 | 0.02% | 2,354 | 1,800 | 324.9% | $71.57万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $94.30万 | 0.02% | 11,360 | -421 | -3.6% | -$3.49万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $95.00万 | 0.02% | 31,957 | -2,023 | -6.0% | -$6.01万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $95.00万 | 0.02% | 9,850 | -393 | -3.8% | -$3.79万 | 减仓 |
| CSX | CSX CORP | $95.30万 | 0.02% | 20,048 | -2,221 | -10.0% | -$10.56万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $95.80万 | 0.02% | 22,028 | -136 | -0.6% | -$5,915 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD EXCH TRD SLF IDX FD | $96.70万 | 0.02% | 49,562 | -7,852 | -13.7% | -$15.32万 | 减仓 |
| TSLA | TESLA INC | $96.80万 | 0.02% | 2,301 | -59 | -2.5% | -$2.48万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD EXCH TRD SLF IDX FD | $97.60万 | 0.02% | 49,776 | -779 | -1.5% | -$1.53万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $98.00万 | 0.02% | 18,555 | 6,220 | 50.4% | $32.85万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $98.80万 | 0.02% | 35,363 | 1,442 | 4.3% | $4.03万 | 加仓 |
| HYG | ISHARES TR | $99.30万 | 0.02% | 12,418 | -41,236 | -76.9% | -$329.74万 | 减仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $100.30万 | 0.02% | 43,440 | 10,022 | 30.0% | $23.14万 | 加仓 |
| EUSA | ISHARES INC | $100.50万 | 0.02% | 8,805 | 719 | 8.9% | $8.21万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $101.00万 | 0.02% | 49,609 | 302 | 0.6% | $6,148 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $101.80万 | 0.02% | 20,133 | 2,637 | 15.1% | $13.33万 | 加仓 |
| ORCL | ORACLE CORP | $102.00万 | 0.02% | 6,959 | -750 | -9.7% | -$10.99万 | 减仓 |
| HDV | ISHARES TR | $102.20万 | 0.02% | 37,290 | 0 | 0.0% | — | 不变 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $102.20万 | 0.02% | 16,012 | 5,721 | 55.6% | $36.52万 | 加仓 |
| STIP | ISHARES TR | $105.30万 | 0.02% | 10,309 | 7,238 | 235.7% | $73.93万 | 加仓 |
| BCPL | BNY MELLON ETF TRUST II | $105.80万 | 0.02% | 42,432 | -587 | -1.4% | -$1.46万 | 减仓 |
| VICR | VICOR CORP | $106.30万 | 0.02% | 2,800 | 0 | 0.0% | — | 不变 |
| AVSC | AMERICAN CENTY ETF TR | $106.70万 | 0.02% | 14,551 | 45 | 0.3% | $3,300 | 加仓 |
| TLTW | ISHARES TR | $108.60万 | 0.03% | 48,624 | 48,532 | 52,752.2% | $108.39万 | 加仓 |
| AMAT | APPLIED MATLS INC | $109.20万 | 0.03% | 1,510 | -20 | -1.3% | -$1.45万 | 减仓 |
| AMGN | AMGEN INC | $109.40万 | 0.03% | 3,021 | -67 | -2.2% | -$2.43万 | 减仓 |
| ASML | ASML HLDG NV | $111.20万 | 0.03% | 559 | -210 | -27.3% | -$41.77万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $111.30万 | 0.03% | 18,452 | 2,513 | 15.8% | $15.16万 | 加仓 |
| SDY | SPDR SERIES TRUST | $112.40万 | 0.03% | 7,392 | -23 | -0.3% | -$3,497 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $112.80万 | 0.03% | 21,548 | -61,252 | -74.0% | -$320.64万 | 减仓 |
| USHY | ISHARES TR | $113.30万 | 0.03% | 30,606 | -31,220 | -50.5% | -$115.57万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $113.50万 | 0.03% | 16,434 | -2,930 | -15.1% | -$20.24万 | 减仓 |
| WM | WASTE MGMT INC DEL | $115.10万 | 0.03% | 5,162 | 367 | 7.7% | $8.18万 | 加仓 |
| DLS | WISDOMTREE TR | $118.70万 | 0.03% | 14,171 | 50 | 0.4% | $4,188 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $118.80万 | 0.03% | 43,462 | 26,051 | 149.6% | $71.21万 | 加仓 |
| IJJ | ISHARES TR | $120.30万 | 0.03% | 8,146 | -90 | -1.1% | -$1.33万 | 减仓 |
| IMCG | ISHARES TR | $122.10万 | 0.03% | 12,429 | 322 | 2.7% | $3.16万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $124.00万 | 0.03% | 55,843 | -63 | -0.1% | -$1,399 | 减仓 |
| SMH | VANECK ETF TRUST | $125.20万 | 0.03% | 1,910 | 85 | 4.7% | $5.57万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $126.00万 | 0.03% | 5,188 | -1,673 | -24.4% | -$40.63万 | 减仓 |
| BX | BLACKSTONE INC | $126.00万 | 0.03% | 10,706 | 387 | 3.8% | $4.55万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $127.40万 | 0.03% | 32,450 | 1,614 | 5.2% | $6.34万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $127.50万 | 0.03% | 16,850 | 16,850 | — | $127.50万 | 新建仓 |
| IJK | ISHARES TR | $127.70万 | 0.03% | 10,867 | 5 | 0.0% | $588 | 加仓 |
| IYW | ISHARES TR | $128.50万 | 0.03% | 5,096 | 295 | 6.1% | $7.44万 | 加仓 |
| — | VANECK ETF TRUST | $129.50万 | 0.03% | 31,405 | 4,326 | 16.0% | $17.84万 | 加仓 |
| EAGG | ISHARES TR | $130.70万 | 0.03% | 27,572 | 9,658 | 53.9% | $45.78万 | 加仓 |
| XAR | SPDR SERIES TRUST | $130.90万 | 0.03% | 4,613 | 1,436 | 45.2% | $40.75万 | 加仓 |
| PEP | PEPSICO INC | $131.10万 | 0.03% | 9,685 | 246 | 2.6% | $3.33万 | 加仓 |
| VV | VANGUARD INDEX FDS | $131.90万 | 0.03% | 3,836 | 11 | 0.3% | $3,782 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $133.50万 | 0.03% | 1,157 | 489 | 73.2% | $56.42万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $135.10万 | 0.03% | 29,604 | -1,213 | -3.9% | -$5.54万 | 减仓 |
| ONEV | SPDR SERIES TRUST | $135.60万 | 0.03% | 9,478 | -229 | -2.4% | -$3.28万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $135.80万 | 0.03% | 3,982 | 62 | 1.6% | $2.11万 | 加仓 |
| GLDM | WORLD GOLD TR | $137.30万 | 0.03% | 17,289 | 1,359 | 8.5% | $10.79万 | 加仓 |
| USXF | ISHARES TR | $137.90万 | 0.03% | 19,855 | 586 | 3.0% | $4.07万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $139.90万 | 0.03% | 31,541 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $140.50万 | 0.03% | 18,656 | -570 | -3.0% | -$4.29万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $140.90万 | 0.03% | 17,384 | -406 | -2.3% | -$3.29万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $141.00万 | 0.03% | 48,692 | 20,858 | 74.9% | $60.40万 | 加仓 |