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 |
|---|---|---|---|---|---|---|---|---|
| — | CREDIT SUISSE NASSAU BRANC | $1.60万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $1.60万 | 0.00% | 65 | -3 | -4.4% | -$738 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1.60万 | 0.00% | 604 | -22 | -3.5% | -$583 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1.60万 | 0.00% | 781 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $1.60万 | 0.00% | 234 | -23 | -8.9% | -$1,573 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.60万 | 0.00% | 46 | -5 | -9.8% | -$1,739 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1.60万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.60万 | 0.00% | 784 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.60万 | 0.00% | 523 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1.60万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC | $1.60万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $1.60万 | 0.00% | 759 | 759 | — | $1.60万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $1.60万 | 0.00% | 95 | 95 | — | $1.60万 | 新建仓 |
| — | DBX ETF TR | $1.70万 | 0.00% | 368 | -422 | -53.4% | -$1.95万 | 减仓 |
| CCI | CROWN CASTLE INC | $1.70万 | 0.00% | 224 | -107 | -32.3% | -$8,121 | 减仓 |
| IMO | IMPERIAL OIL LTD | $1.70万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| — | INVESCO ACTIVELY MANAGED EXC | $1.70万 | 0.00% | 567 | -78 | -12.1% | -$2,339 | 减仓 |
| B | BARRICK MNG CORP | $1.70万 | 0.00% | 456 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $1.70万 | 0.00% | 973 | -148 | -13.2% | -$2,586 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.70万 | 0.00% | 634 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $1.70万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.70万 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $1.70万 | 0.00% | 1,791 | -83 | -4.4% | -$788 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $1.70万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IDGT | ISHARES TR | $1.70万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC | $1.80万 | 0.00% | 151 | -78 | -34.1% | -$9,298 | 减仓 |
| REG | REGENCY CTRS CORP | $1.80万 | 0.00% | 227 | -88 | -27.9% | -$6,978 | 减仓 |
| PSA | PUBLIC STORAGE | $1.80万 | 0.00% | 56 | -28 | -33.3% | -$9,000 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $1.80万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $1.80万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $1.80万 | 0.00% | 594 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $1.80万 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| IDVO | AMPLIFY ETF TR | $1.80万 | 0.00% | 423 | -3 | -0.7% | -$128 | 减仓 |
| MLI | MUELLER INDS INC | $1.80万 | 0.00% | 149 | 1 | 0.7% | $121 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $1.80万 | 0.00% | 513 | 2 | 0.4% | $70 | 加仓 |
| IX | ORIX CORP | $1.80万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $1.80万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $1.80万 | 0.00% | 186 | 4 | 2.2% | $387 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1.90万 | 0.00% | 654 | -3,525 | -84.4% | -$10.24万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $1.90万 | 0.00% | 392 | -299 | -43.3% | -$1.45万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $1.90万 | 0.00% | 295 | -75 | -20.3% | -$4,831 | 减仓 |
| CCJ | CAMECO CORP | $1.90万 | 0.00% | 193 | -11 | -5.4% | -$1,083 | 减仓 |
| CLX | CLOROX CO DEL | $1.90万 | 0.00% | 204 | 3 | 1.5% | $279 | 加仓 |
| — | ISHARES TR | $1.90万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $1.90万 | 0.00% | 266 | -3 | -1.1% | -$214 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $1.90万 | 0.00% | 783 | 5 | 0.6% | $121 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $1.90万 | 0.00% | 1,748 | 27 | 1.6% | $293 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $1.90万 | 0.00% | 1,624 | 29 | 1.8% | $339 | 加仓 |
| HACK | AMPLIFY ETF TR | $2.00万 | 0.00% | 186 | -244 | -56.7% | -$2.62万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $2.00万 | 0.00% | 67 | -35 | -34.3% | -$1.04万 | 减仓 |
| IYF | ISHARES TR | $2.00万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $2.00万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $2.00万 | 0.00% | 1,366 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $2.00万 | 0.00% | 350 | 251 | 253.5% | $1.43万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $2.10万 | 0.00% | 1,051 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $2.10万 | 0.00% | 882 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $2.20万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| ICOP | ISHARES TR | $2.20万 | 0.00% | 456 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $2.20万 | 0.00% | 139 | -6 | -4.1% | -$950 | 减仓 |
| VAW | VANGUARD WORLD FD | $2.20万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $2.20万 | 0.00% | 1,164 | 0 | 0.0% | — | 不变 |
| IBND | SPDR SERIES TRUST | $2.20万 | 0.00% | 694 | 63 | 10.0% | $1,997 | 加仓 |
| AOA | ISHARES TR | $2.20万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.20万 | 0.00% | 719 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $2.20万 | 0.00% | 344 | 8 | 2.4% | $512 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $2.20万 | 0.00% | 903 | 0 | 0.0% | — | 不变 |
| SRVR | PACER FDS TR | $2.20万 | 0.00% | 694 | -5,485 | -88.8% | -$17.39万 | 重新持有 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2.30万 | 0.00% | 175 | -195 | -52.7% | -$2.56万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $2.30万 | 0.00% | 364 | 0 | 0.0% | — | 不变 |
| MOO | VANECK ETF TRUST | $2.30万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $2.30万 | 0.00% | 588 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $2.30万 | 0.00% | 483 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.30万 | 0.00% | 803 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $2.30万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| RDIV | INVESCO EXCH TRADED FD TR II | $2.30万 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $2.30万 | 0.00% | 1,623 | 12 | 0.7% | $170 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $2.40万 | 0.00% | 1,190 | -3,339 | -73.7% | -$6.73万 | 减仓 |
| XYL | XYLEM INC | $2.40万 | 0.00% | 202 | -99 | -32.9% | -$1.18万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $2.40万 | 0.00% | 128 | -33 | -20.5% | -$6,188 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $2.40万 | 0.00% | 534 | 7 | 1.3% | $315 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $2.40万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $2.40万 | 0.00% | 161 | -13 | -7.5% | -$1,938 | 减仓 |
| DBB | INVESCO DB MULTI-SECTOR COMM | $2.40万 | 0.00% | 995 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $2.40万 | 0.00% | 316 | 4 | 1.3% | $304 | 加仓 |
| SONY | SONY GROUP CORP | $2.40万 | 0.00% | 1,168 | 33 | 2.9% | $678 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $2.40万 | 0.00% | 537 | 5 | 0.9% | $223 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $2.40万 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $2.40万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $2.40万 | 0.00% | 694 | 694 | — | $2.40万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $2.50万 | 0.00% | 2,063 | -1,432 | -41.0% | -$1.74万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $2.50万 | 0.00% | 479 | 2 | 0.4% | $104 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $2.50万 | 0.00% | 529 | 0 | 0.0% | — | 不变 |
| PPH | VANECK ETF TRUST | $2.50万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $2.50万 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $2.50万 | 0.00% | 106 | -2 | -1.9% | -$472 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.50万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $2.50万 | 0.00% | 578 | 12 | 2.1% | $519 | 加仓 |
| PPG | PPG INDS INC | $2.50万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2.50万 | 0.00% | 292 | -43 | -12.8% | -$3,682 | 减仓 |
| IBDZ | ISHARES TR | $2.50万 | 0.00% | 960 | 960 | — | $2.50万 | 新建仓 |