Capital Analysts, LLC
FORT WASHINGTON PA · SEC CIK 0001624758
$38.05亿2026Q1 申报市值
1,537持仓数
29.9%前十大占比 · 第一大 8.0%
125 / 60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
RWL 加仓+$7,980.07万
SPIB 加仓+$2,706.00万
CGMU 加仓+$1,427.16万
AVEM 加仓+$1,218.70万
SPYM 加仓+$1,215.62万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$2,507.81万
IVV 减仓-$1,172.72万
MUB 减仓-$1,035.37万
DEM 减仓-$891.02万
ITOT 减仓-$683.61万
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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES U S ETF TR | $6.30万 | 0.00% | 2,586 | 2,586 | — | $6.30万 | 新建仓 |
| — | CAMBRIA ETF TR | $6.20万 | 0.00% | 5,257 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $6.10万 | 0.00% | 1,034 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $6.10万 | 0.00% | 1,230 | 7 | 0.6% | $347 | 加仓 |
| — | NEOS ETF TRUST | $6.10万 | 0.00% | 1,296 | 14 | 1.1% | $659 | 加仓 |
| — | ISHARES TR | $6.10万 | 0.00% | 1,541 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $6.10万 | 0.00% | 1,192 | 425 | 55.4% | $2.17万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $6.00万 | 0.00% | 1,106 | -2,600 | -70.2% | -$14.10万 | 减仓 |
| SNY | SANOFI SA | $6.00万 | 0.00% | 1,250 | -144 | -10.3% | -$6,912 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $6.00万 | 0.00% | 994 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $6.00万 | 0.00% | 2,448 | -71 | -2.8% | -$1,740 | 减仓 |
| GAL | SSGA ACTIVE ETF TR | $6.00万 | 0.00% | 1,205 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $6.00万 | 0.00% | 1,371 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $6.00万 | 0.00% | 1,566 | 571 | 57.4% | $2.19万 | 加仓 |
| HEFA | ISHARES TR | $5.90万 | 0.00% | 1,398 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $5.80万 | 0.00% | 627 | -90 | -12.6% | -$8,325 | 减仓 |
| — | VANECK ETF TRUST | $5.80万 | 0.00% | 641 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $5.70万 | 0.00% | 584 | 13 | 2.3% | $1,269 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.70万 | 0.00% | 2,474 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $5.70万 | 0.00% | 600 | 5 | 0.8% | $475 | 加仓 |
| BOTZ | GLOBAL X FDS | $5.60万 | 0.00% | 1,673 | 1,052 | 169.4% | $3.52万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $5.50万 | 0.00% | 2,703 | 2,703 | — | $5.50万 | 新建仓 |
| PMAR | INNOVATOR ETFS TRUST | $5.40万 | 0.00% | 1,212 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $5.40万 | 0.00% | 1,759 | 189 | 12.0% | $5,802 | 加仓 |
| AMLP | ALPS ETF TR | $5.40万 | 0.00% | 1,041 | 65 | 6.7% | $3,372 | 加仓 |
| SBLK | STAR BULK CARRIERS CORP. | $5.40万 | 0.00% | 2,361 | 38 | 1.6% | $869 | 加仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $5.40万 | 0.00% | 2,643 | 2,643 | — | $5.40万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $5.30万 | 0.00% | 2,004 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $5.30万 | 0.00% | 119 | 3 | 2.6% | $1,336 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $5.30万 | 0.00% | 815 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.20万 | 0.00% | 2,214 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.20万 | 0.00% | 1,536 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $5.20万 | 0.00% | 1,062 | -79 | -6.9% | -$3,868 | 减仓 |
| HYGH | ISHARES U S ETF TR | $5.20万 | 0.00% | 609 | 555 | 1,027.8% | $4.74万 | 加仓 |
| — | VIRTUS ETF TR II | $5.10万 | 0.00% | 1,839 | 1,839 | — | $5.10万 | 新建仓 |
| NICE | NICE LTD | $5.00万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $5.00万 | 0.00% | 1,852 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $5.00万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $5.00万 | 0.00% | 141 | 141 | — | $5.00万 | 新建仓 |
| WDAY | WORKDAY INC | $4.90万 | 0.00% | 380 | -12 | -3.1% | -$1,547 | 减仓 |
| MPC | MARATHON PETE CORP | $4.90万 | 0.00% | 200 | -218 | -52.2% | -$5.34万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $4.90万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $4.90万 | 0.00% | 2,036 | 2 | 0.1% | $48 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $4.90万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $4.90万 | 0.00% | 2,641 | 2,641 | — | $4.90万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.80万 | 0.00% | 1,990 | -1,048 | -34.5% | -$2.53万 | 减仓 |
| — | JANUS DETROIT STR TR | $4.80万 | 0.00% | 1,938 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.80万 | 0.00% | 1,474 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $4.80万 | 0.00% | 236 | 1 | 0.4% | $203 | 加仓 |
| GME | GAMESTOP CORP | $4.80万 | 0.00% | 2,099 | 0 | 0.0% | — | 不变 |
| TBUX | T ROWE PRICE ETF INC | $4.80万 | 0.00% | 952 | 952 | — | $4.80万 | 新建仓 |
| HUBB | HUBBELL INC | $4.70万 | 0.00% | 96 | -18 | -15.8% | -$8,812 | 减仓 |
| EMLC | VANECK ETF TRUST | $4.70万 | 0.00% | 1,872 | 13 | 0.7% | $326 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $4.70万 | 0.00% | 1,095 | 0 | 0.0% | — | 不变 |
| RWJ | INVESCO EXCH TRADED FD TR II | $4.70万 | 0.00% | 922 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $4.70万 | 0.00% | 1,980 | 881 | 80.2% | $2.09万 | 加仓 |
| DOW | DOW HLDGS INC | $4.60万 | 0.00% | 1,110 | 32 | 3.0% | $1,326 | 加仓 |
| AGNC | AGNC INVT CORP | $4.50万 | 0.00% | 4,472 | -1,034 | -18.8% | -$1.04万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $4.50万 | 0.00% | 2,150 | -398 | -15.6% | -$8,330 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $4.50万 | 0.00% | 331 | -58 | -14.9% | -$7,885 | 减仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $4.50万 | 0.00% | 1,812 | 3 | 0.2% | $75 | 加仓 |
| GLW | CORNING INC | $4.50万 | 0.00% | 333 | 18 | 5.7% | $2,432 | 加仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $4.50万 | 0.00% | 1,794 | 1,794 | — | $4.50万 | 新建仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $4.50万 | 0.00% | 1,857 | 1,857 | — | $4.50万 | 新建仓 |
| NU | NU HLDGS LTD | $4.40万 | 0.00% | 3,051 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $4.40万 | 0.00% | 272 | 2 | 0.7% | $324 | 加仓 |
| AGI | ALAMOS GOLD INC | $4.40万 | 0.00% | 991 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $4.40万 | 0.00% | 2,391 | 2,391 | — | $4.40万 | 新建仓 |
| ZS | ZSCALER INC | $4.30万 | 0.00% | 305 | 12 | 4.1% | $1,692 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $4.30万 | 0.00% | 166 | -79 | -32.2% | -$2.05万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $4.30万 | 0.00% | 1,051 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $4.30万 | 0.00% | 1,649 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $4.30万 | 0.00% | 1,072 | -34 | -3.1% | -$1,364 | 减仓 |
| ECL | ECOLAB INC | $4.30万 | 0.00% | 160 | 3 | 1.9% | $806 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $4.20万 | 0.00% | 142 | 14 | 10.9% | $4,141 | 加仓 |
| — | INNOVATOR ETFS TRUST | $4.20万 | 0.00% | 2,208 | 2,208 | — | $4.20万 | 新建仓 |
| ITA | ISHARES TR | $4.10万 | 0.00% | 188 | -10,120 | -98.2% | -$220.70万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $4.10万 | 0.00% | 2,415 | -824 | -25.4% | -$1.40万 | 减仓 |
| IREN | IREN LIMITED | $4.10万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES TR | $4.10万 | 0.00% | 485 | 1 | 0.2% | $85 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.10万 | 0.00% | 1,210 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $4.00万 | 0.00% | 185 | -457 | -71.2% | -$9.88万 | 减仓 |
| MLRG | ISHARES TR | $4.00万 | 0.00% | 441 | -47 | -9.6% | -$4,263 | 减仓 |
| XYZ | BLOCK INC | $4.00万 | 0.00% | 669 | -39 | -5.5% | -$2,332 | 减仓 |
| EBND | SPDR SERIES TRUST | $4.00万 | 0.00% | 1,935 | -57 | -2.9% | -$1,178 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $4.00万 | 0.00% | 3,495 | 40 | 1.2% | $458 | 加仓 |
| FLRN | SPDR SERIES TRUST | $4.00万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $4.00万 | 0.00% | 601 | 5 | 0.8% | $333 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $4.00万 | 0.00% | 227 | 56 | 32.7% | $9,868 | 加仓 |
| KRE | SPDR SERIES TRUST | $3.90万 | 0.00% | 606 | -340 | -35.9% | -$2.19万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $3.90万 | 0.00% | 142 | -102 | -41.8% | -$2.80万 | 减仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $3.90万 | 0.00% | 2,531 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $3.90万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| NANR | SPDR INDEX SHS FDS | $3.90万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES TR | $3.90万 | 0.00% | 786 | 786 | — | $3.90万 | 新建仓 |
| FTDR | FRONTDOOR INC | $3.80万 | 0.00% | 716 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $3.80万 | 0.00% | 4,892 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $3.80万 | 0.00% | 648 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $3.80万 | 0.00% | 519 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $3.80万 | 0.00% | 233 | 124 | 113.8% | $2.02万 | 加仓 |