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 |
|---|---|---|---|---|---|---|---|---|
| FVD | FIRST TR EXCHANGE-TRADED FD | $2.30万 | 0.00% | 483 | 0 | 0.0% | — | 不变 |
| PDN | INVESCO EXCH TRADED FD TR II | $2.30万 | 0.00% | 532 | 3 | 0.6% | $130 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $2.30万 | 0.00% | 566 | 12 | 2.2% | $488 | 加仓 |
| EIX | EDISON INTL | $2.30万 | 0.00% | 312 | 4 | 1.3% | $295 | 加仓 |
| — | WEBSTER FINL CORP | $2.30万 | 0.00% | 329 | 261 | 383.8% | $1.82万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $2.30万 | 0.00% | 503 | 503 | — | $2.30万 | 新建仓 |
| — | ALPS ETF TR | $2.30万 | 0.00% | 967 | 967 | — | $2.30万 | 新建仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $2.20万 | 0.00% | 595 | -1,319 | -68.9% | -$4.88万 | 减仓 |
| CCJ | CAMECO CORP | $2.20万 | 0.00% | 204 | -132 | -39.3% | -$1.42万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2.20万 | 0.00% | 335 | -112 | -25.1% | -$7,355 | 减仓 |
| VST | VISTRA CORP | $2.20万 | 0.00% | 145 | -13 | -8.2% | -$1,972 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $2.20万 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $2.20万 | 0.00% | 290 | -37 | -11.3% | -$2,807 | 减仓 |
| — | ISHARES TR | $2.20万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $2.20万 | 0.00% | 437 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.20万 | 0.00% | 803 | 0 | 0.0% | — | 不变 |
| RDIV | INVESCO EXCH TRADED FD TR II | $2.20万 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $2.20万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| ICOP | ISHARES TR | $2.20万 | 0.00% | 456 | 92 | 25.3% | $4,439 | 加仓 |
| CLX | CLOROX CO DEL | $2.10万 | 0.00% | 201 | -34 | -14.5% | -$3,552 | 减仓 |
| NET | CLOUDFLARE INC | $2.10万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $2.10万 | 0.00% | 71 | 1 | 1.4% | $296 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $2.10万 | 0.00% | 1,164 | 1,164 | — | $2.10万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $2.10万 | 0.00% | 95 | 90 | 1,800.0% | $1.99万 | 重新持有 |
| IMO | IMPERIAL OIL LTD | $2.00万 | 0.00% | 155 | -236 | -60.4% | -$3.05万 | 减仓 |
| IBND | SPDR SERIES TRUST | $2.00万 | 0.00% | 631 | -340 | -35.0% | -$1.08万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $2.00万 | 0.00% | 1,051 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $2.00万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $2.00万 | 0.00% | 1,174 | 35 | 3.1% | $596 | 加仓 |
| F | FORD MTR CO | $1.90万 | 0.00% | 1,611 | -1,639 | -50.4% | -$1.93万 | 减仓 |
| TECK | TECK RESOURCES LTD | $1.90万 | 0.00% | 363 | -193 | -34.7% | -$1.01万 | 减仓 |
| BITO | PROSHARES TR | $1.90万 | 0.00% | 2,053 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $1.90万 | 0.00% | 456 | -44 | -8.8% | -$1,833 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1.90万 | 0.00% | 719 | 0 | 0.0% | — | 不变 |
| — | UBS AG | $1.90万 | 0.00% | 114 | -3 | -2.6% | -$500 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $1.90万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1.90万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $1.90万 | 0.00% | 269 | 3 | 1.1% | $212 | 加仓 |
| — | ISHARES TR | $1.90万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| — | INVESCO ACTIVELY MANAGED EXC | $1.90万 | 0.00% | 645 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $1.90万 | 0.00% | 68 | -11 | -13.9% | -$3,074 | 减仓 |
| ECOW | PACER FDS TR | $1.90万 | 0.00% | 711 | 127 | 21.7% | $3,394 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $1.90万 | 0.00% | 162 | 32 | 24.6% | $3,753 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $1.90万 | 0.00% | 292 | 292 | — | $1.90万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $1.80万 | 0.00% | 362 | -2,331 | -86.6% | -$11.59万 | 减仓 |
| PFF | ISHARES TR | $1.80万 | 0.00% | 594 | -300 | -33.6% | -$9,091 | 减仓 |
| IYF | ISHARES TR | $1.80万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $1.80万 | 0.00% | 1,595 | 18 | 1.1% | $203 | 加仓 |
| AOM | ISHARES TR | $1.80万 | 0.00% | 383 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $1.80万 | 0.00% | 401 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $1.80万 | 0.00% | 778 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $1.80万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $1.80万 | 0.00% | 1,721 | 1,278 | 288.5% | $1.34万 | 加仓 |
| MUR | MURPHY OIL CORP | $1.70万 | 0.00% | 412 | -408 | -49.8% | -$1.68万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1.70万 | 0.00% | 1,121 | -386 | -25.6% | -$5,854 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1.70万 | 0.00% | 626 | 22 | 3.6% | $597 | 加仓 |
| CTRE | CARETRUST REIT INC | $1.70万 | 0.00% | 477 | -1 | -0.2% | -$36 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1.70万 | 0.00% | 882 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.70万 | 0.00% | 634 | 0 | 0.0% | — | 不变 |
| IDVO | AMPLIFY ETF TR | $1.70万 | 0.00% | 426 | 426 | — | $1.70万 | 新建仓 |
| DIVB | ISHARES TR | $1.70万 | 0.00% | 322 | 322 | — | $1.70万 | 新建仓 |
| — | NEOS ETF TRUST | $1.70万 | 0.00% | 346 | 346 | — | $1.70万 | 新建仓 |
| FEZ | SPDR INDEX SHS FDS | $1.60万 | 0.00% | 257 | -281 | -52.2% | -$1.75万 | 减仓 |
| DOX | AMDOCS LTD | $1.60万 | 0.00% | 244 | -22 | -8.3% | -$1,443 | 减仓 |
| MLI | MUELLER INDS INC | $1.60万 | 0.00% | 148 | -18 | -10.8% | -$1,946 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $1.60万 | 0.00% | 511 | 1 | 0.2% | $31 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.60万 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $1.60万 | 0.00% | 456 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $1.60万 | 0.00% | 336 | 9 | 2.8% | $429 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $1.60万 | 0.00% | 368 | 28 | 8.2% | $1,217 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $1.60万 | 0.00% | 623 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $1.60万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $1.60万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.60万 | 0.00% | 781 | 781 | — | $1.60万 | 新建仓 |
| ING | ING GROEP N.V. | $1.50万 | 0.00% | 570 | -328 | -36.5% | -$8,632 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.50万 | 0.00% | 51 | -29 | -36.2% | -$8,529 | 减仓 |
| THC | TENET HEALTHCARE CORP | $1.50万 | 0.00% | 83 | -28 | -25.2% | -$5,060 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $1.50万 | 0.00% | 1,874 | -1,078 | -36.5% | -$8,629 | 减仓 |
| IX | ORIX CORP | $1.50万 | 0.00% | 475 | -275 | -36.7% | -$8,684 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.50万 | 0.00% | 31 | -3 | -8.8% | -$1,452 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $1.50万 | 0.00% | 120 | 1 | 0.8% | $125 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1.50万 | 0.00% | 327 | -102 | -23.8% | -$4,679 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $1.50万 | 0.00% | 784 | -159 | -16.9% | -$3,042 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1.50万 | 0.00% | 520 | -90 | -14.8% | -$2,596 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $1.50万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $1.50万 | 0.00% | 290 | 3 | 1.0% | $155 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.50万 | 0.00% | 523 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.50万 | 0.00% | 784 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TR | $1.50万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| KXI | ISHARES TR | $1.50万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.50万 | 0.00% | 37 | -11 | -22.9% | -$4,459 | 减仓 |
| ICLN | ISHARES TR | $1.50万 | 0.00% | 802 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $1.50万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $1.50万 | 0.00% | 184 | 14 | 8.2% | $1,141 | 加仓 |
| URA | GLOBAL X FDS | $1.50万 | 0.00% | 316 | 63 | 24.9% | $2,991 | 加仓 |
| FSK | FS KKR CAP CORP | $1.50万 | 0.00% | 1,446 | 1,446 | — | $1.50万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $1.40万 | 0.00% | 116 | -99 | -46.0% | -$1.19万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1.40万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $1.40万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1.40万 | 0.00% | 23 | -6 | -20.7% | -$3,652 | 减仓 |