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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $7.90万 | 0.00% | 2,189 | 0 | 0.0% | — | 不变 |
| FRME | FIRST MERCHANTS CORP | $7.90万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $7.80万 | 0.00% | 2,049 | 4 | 0.2% | $152 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $7.80万 | 0.00% | 2,569 | 1,449 | 129.4% | $4.40万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $7.80万 | 0.00% | 2,349 | 2,349 | — | $7.80万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $7.70万 | 0.00% | 1,304 | 112 | 9.4% | $6,613 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $7.50万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| TAXF | AMERICAN CENTY ETF TR | $7.40万 | 0.00% | 1,446 | 0 | 0.0% | — | 不变 |
| TIPX | SPDR SERIES TRUST | $7.30万 | 0.00% | 3,837 | 6 | 0.2% | $114 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $7.30万 | 0.00% | 424 | 424 | — | $7.30万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $7.20万 | 0.00% | 1,170 | -923 | -44.1% | -$5.68万 | 减仓 |
| INTU | INTUIT | $7.20万 | 0.00% | 275 | 2 | 0.7% | $524 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $7.20万 | 0.00% | 1,861 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $7.20万 | 0.00% | 609 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $7.10万 | 0.00% | 2,363 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $7.10万 | 0.00% | 2,975 | 72 | 2.5% | $1,718 | 加仓 |
| SNDK | SANDISK CORP | $7.10万 | 0.00% | 31 | -19 | -38.0% | -$4.35万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $7.00万 | 0.00% | 990 | 1 | 0.1% | $71 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $7.00万 | 0.00% | 1,443 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $7.00万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FID | FIRST TR EXCHANGE TRADED FD | $6.90万 | 0.00% | 3,233 | 5 | 0.2% | $107 | 加仓 |
| — | INNOVATOR ETFS TRUST | $6.90万 | 0.00% | 2,266 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $6.90万 | 0.00% | 1,036 | 6 | 0.6% | $400 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $6.90万 | 0.00% | 604 | 4 | 0.7% | $457 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $6.80万 | 0.00% | 335 | -63 | -15.8% | -$1.28万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $6.80万 | 0.00% | 3,362 | 93 | 2.8% | $1,881 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $6.80万 | 0.00% | 2,482 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $6.80万 | 0.00% | 1,759 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $6.80万 | 0.00% | 3,394 | 3,394 | — | $6.80万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $6.70万 | 0.00% | 924 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $6.70万 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $6.70万 | 0.00% | 2,418 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $6.70万 | 0.00% | 1,766 | 93 | 5.6% | $3,528 | 加仓 |
| — | ISHARES TR | $6.60万 | 0.00% | 1,541 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $6.60万 | 0.00% | 1,786 | 1,330 | 291.7% | $4.91万 | 加仓 |
| — | ISHARES U S ETF TR | $6.50万 | 0.00% | 2,628 | 42 | 1.6% | $1,039 | 加仓 |
| IHE | ISHARES TR | $6.40万 | 0.00% | 642 | -750 | -53.9% | -$7.48万 | 减仓 |
| VEEV | VEEVA SYS INC | $6.40万 | 0.00% | 362 | -162 | -30.9% | -$2.86万 | 减仓 |
| FNV | FRANCO NEV CORP | $6.40万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES TR | $6.40万 | 0.00% | 1,147 | 5 | 0.4% | $279 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $6.40万 | 0.00% | 1,626 | 0 | 0.0% | — | 不变 |
| GAL | SSGA ACTIVE ETF TR | $6.40万 | 0.00% | 1,205 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $6.40万 | 0.00% | 584 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $6.30万 | 0.00% | 2,474 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $6.10万 | 0.00% | 995 | -893 | -47.3% | -$5.47万 | 减仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $6.10万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $6.10万 | 0.00% | 3,544 | 1,905 | 116.2% | $3.28万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6.00万 | 0.00% | 1,804 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO RLTY CORP | $6.00万 | 0.00% | 919 | -174 | -15.9% | -$1.14万 | 减仓 |
| — | NEOS ETF TRUST | $6.00万 | 0.00% | 1,277 | -19 | -1.5% | -$893 | 减仓 |
| — | NEOS ETF TRUST | $6.00万 | 0.00% | 1,216 | -14 | -1.1% | -$691 | 减仓 |
| SBLK | STAR BULK CARRIERS CORP. | $6.00万 | 0.00% | 2,405 | 44 | 1.9% | $1,098 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $5.90万 | 0.00% | 1,203 | -858 | -41.6% | -$4.21万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $5.90万 | 0.00% | 2,049 | -399 | -16.3% | -$1.15万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $5.90万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $5.90万 | 0.00% | 333 | 2 | 0.6% | $354 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $5.80万 | 0.00% | 1,212 | 0 | 0.0% | — | 不变 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $5.80万 | 0.00% | 811 | 404 | 99.3% | $2.89万 | 加仓 |
| COR | CENCORA INC | $5.80万 | 0.00% | 206 | 175 | 564.5% | $4.93万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $5.80万 | 0.00% | 738 | 738 | — | $5.80万 | 新建仓 |
| VLTO | VERALTO CORP | $5.70万 | 0.00% | 648 | -126 | -16.3% | -$1.11万 | 减仓 |
| RY | ROYAL BK CDA | $5.70万 | 0.00% | 274 | 2 | 0.7% | $416 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $5.70万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $5.60万 | 0.00% | 787 | -81,991 | -99.0% | -$583.42万 | 减仓 |
| — | CAMBRIA ETF TR | $5.60万 | 0.00% | 5,257 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $5.60万 | 0.00% | 1,214 | 14 | 1.2% | $646 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $5.60万 | 0.00% | 168 | -17 | -9.2% | -$5,667 | 减仓 |
| FTDR | FRONTDOOR INC | $5.60万 | 0.00% | 716 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $5.60万 | 0.00% | 227 | 64 | 39.3% | $1.58万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $5.50万 | 0.00% | 493 | -192 | -28.0% | -$2.14万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $5.50万 | 0.00% | 2,004 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.50万 | 0.00% | 2,214 | 0 | 0.0% | — | 不变 |
| — | VIRTUS ETF TR II | $5.50万 | 0.00% | 1,907 | 68 | 3.7% | $1,961 | 加仓 |
| SNY | SANOFI SA | $5.40万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $5.40万 | 0.00% | 1,042 | 1 | 0.1% | $52 | 加仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $5.40万 | 0.00% | 2,643 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $5.40万 | 0.00% | 815 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.40万 | 0.00% | 1,536 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $5.40万 | 0.00% | 2,038 | 2 | 0.1% | $53 | 加仓 |
| — | ALPS ETF TR | $5.40万 | 0.00% | 2,007 | 1,040 | 107.5% | $2.80万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $5.30万 | 0.00% | 1,034 | 0 | 0.0% | — | 不变 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $5.30万 | 0.00% | 915 | -191 | -17.3% | -$1.11万 | 减仓 |
| HYGH | ISHARES U S ETF TR | $5.30万 | 0.00% | 609 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.30万 | 0.00% | 2,641 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $5.30万 | 0.00% | 1,980 | 0 | 0.0% | — | 不变 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $5.20万 | 0.00% | 1,300 | -393 | -23.2% | -$1.57万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.20万 | 0.00% | 1,990 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $5.20万 | 0.00% | 237 | 1 | 0.4% | $219 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $5.20万 | 0.00% | 312 | 85 | 37.4% | $1.42万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.20万 | 0.00% | 2,245 | 2,245 | — | $5.20万 | 新建仓 |
| SHLD | GLOBAL X FDS | $5.10万 | 0.00% | 848 | -48,707 | -98.3% | -$292.93万 | 减仓 |
| — | CALAMOS ETF TR | $5.10万 | 0.00% | 1,852 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $5.10万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $5.10万 | 0.00% | 1,266 | 1,266 | — | $5.10万 | 新建仓 |
| HYLB | DBX ETF TR | $5.00万 | 0.00% | 1,378 | -1,170 | -45.9% | -$4.25万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.00万 | 0.00% | 1,474 | 0 | 0.0% | — | 不变 |
| UJAN | INNOVATOR ETFS TRUST | $5.00万 | 0.00% | 1,095 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $5.00万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $5.00万 | 0.00% | 79 | -63 | -44.4% | -$3.99万 | 减仓 |
| EXC | EXELON CORP | $4.90万 | 0.00% | 1,060 | -2 | -0.2% | -$92 | 减仓 |