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 |
|---|---|---|---|---|---|---|---|---|
| PVAL | PUTNAM ETF TRUST | $6,064.70万 | 1.40% | 1,190,333 | 99,997 | 9.2% | $509.48万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $6,297.40万 | 1.45% | 808,296 | 48,092 | 6.3% | $374.68万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $6,920.70万 | 1.59% | 1,619,997 | 19,455 | 1.2% | $83.11万 | 加仓 |
| TDTF | FLEXSHARES TR | $7,244.50万 | 1.67% | 3,047,739 | 77,588 | 2.6% | $184.43万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $7,559.80万 | 1.74% | 1,862,959 | 23,483 | 1.3% | $95.29万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $7,801.00万 | 1.80% | 1,661,909 | 109,394 | 7.0% | $513.50万 | 加仓 |
| IEMG | ISHARES INC | $8,263.40万 | 1.90% | 997,515 | -42,855 | -4.1% | -$355.01万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $8,800.90万 | 2.03% | 688,862 | -7,088 | -1.0% | -$90.56万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $8,825.50万 | 2.03% | 2,637,621 | 116,868 | 4.6% | $391.04万 | 加仓 |
| IEFA | ISHARES TR | $1.30亿 | 2.99% | 1,343,998 | 21,901 | 1.7% | $211.52万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.60亿 | 3.68% | 3,506,392 | 353,902 | 11.2% | $1,609.90万 | 加仓 |
| IVV | ISHARES TR | $1.65亿 | 3.79% | 219,719 | 33,785 | 18.2% | $2,530.13万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3.52亿 | 8.11% | 4,003,540 | 27,833 | 0.7% | $244.60万 | 加仓 |