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 |
|---|---|---|---|---|---|---|---|---|
| UE | URBAN EDGE PPTYS | $8,000 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $8,000 | 0.00% | 129 | 17 | 15.2% | $1,054 | 加仓 |
| TOL | TOLL BROTHERS INC | $8,000 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $8,000 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $8,000 | 0.00% | 86 | 86 | — | $8,000 | 新建仓 |
| — | WISDOMTREE TR | $8,000 | 0.00% | 150 | 150 | — | $8,000 | 新建仓 |
| DASH | DOORDASH INC | $7,000 | 0.00% | 42 | -14 | -25.0% | -$2,333 | 减仓 |
| — | DIAMEDICA THERAPEUTICS INC | $7,000 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $7,000 | 0.00% | 242 | -74 | -23.4% | -$2,140 | 减仓 |
| CURB | CURBLINE PPTYS CORP | $7,000 | 0.00% | 256 | -80 | -23.8% | -$2,188 | 减仓 |
| ITT | ITT INC | $7,000 | 0.00% | 36 | -8 | -18.2% | -$1,556 | 减仓 |
| EMHC | SPDR SERIES TRUST | $7,000 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $7,000 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FTMH | PUTNAM ETF TRUST | $7,000 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $7,000 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BAUG | INNOVATOR ETFS TRUST | $7,000 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $7,000 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $7,000 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $7,000 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $7,000 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL X FDS | $7,000 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $7,000 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $7,000 | 0.00% | 70 | 40 | 133.3% | $4,000 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $7,000 | 0.00% | 70 | 70 | — | $7,000 | 新建仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $7,000 | 0.00% | 607 | 607 | — | $7,000 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $6,000 | 0.00% | 738 | -631 | -46.1% | -$5,130 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $6,000 | 0.00% | 481 | -523 | -52.1% | -$6,524 | 减仓 |
| MGA | MAGNA INTL INC | $6,000 | 0.00% | 112 | -122 | -52.1% | -$6,536 | 减仓 |
| IQV | IQVIA HLDGS INC | $6,000 | 0.00% | 35 | -9 | -20.5% | -$1,543 | 减仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $6,000 | 0.00% | 918 | -216 | -19.0% | -$1,412 | 减仓 |
| — | SEALED AIR CORP NEW | $6,000 | 0.00% | 133 | -52 | -28.1% | -$2,346 | 减仓 |
| CAG | CONAGRA BRANDS INC | $6,000 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC | $6,000 | 0.00% | 81 | -7 | -8.0% | -$519 | 减仓 |
| JBGS | JBG SMITH PPTYS | $6,000 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $6,000 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $6,000 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $6,000 | 0.00% | 465 | 2 | 0.4% | $26 | 加仓 |
| BYD | BOYD GAMING CORP | $6,000 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $6,000 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| GSG | ISHARES S&P GSCI COMMODITY- | $6,000 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $6,000 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $6,000 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| XRN | CHIRON REAL ESTATE INC | $6,000 | 0.00% | 177 | 65 | 58.0% | $2,203 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $6,000 | 0.00% | 101 | 101 | — | $6,000 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $6,000 | 0.00% | 47 | 47 | — | $6,000 | 新建仓 |
| — | NEOS ETF TRUST | $6,000 | 0.00% | 98 | 98 | — | $6,000 | 新建仓 |
| RKLB | ROCKET LAB CORP | $6,000 | 0.00% | 100 | 100 | — | $6,000 | 新建仓 |
| TER | TERADYNE INC | $6,000 | 0.00% | 21 | 9 | 75.0% | $2,571 | 重新持有 |
| ECHO | ECHOSTAR CORP | $6,000 | 0.00% | 50 | 50 | — | $6,000 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $5,000 | 0.00% | 66 | -1,000 | -93.8% | -$7.58万 | 减仓 |
| SHOP | SHOPIFY INC | $5,000 | 0.00% | 42 | -60 | -58.8% | -$7,143 | 减仓 |
| NOW | SERVICENOW INC | $5,000 | 0.00% | 40 | -55 | -57.9% | -$6,875 | 减仓 |
| ARGX | ARGENX SE | $5,000 | 0.00% | 7 | -9 | -56.2% | -$6,429 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $5,000 | 0.00% | 8 | -13 | -61.9% | -$8,125 | 减仓 |
| HPQ | HP INC | $5,000 | 0.00% | 263 | -171 | -39.4% | -$3,251 | 减仓 |
| PTC | PTC INC | $5,000 | 0.00% | 34 | -22 | -39.3% | -$3,235 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $5,000 | 0.00% | 13 | -9 | -40.9% | -$3,462 | 减仓 |
| JOBY | JOBY AVIATION INC | $5,000 | 0.00% | 614 | 2 | 0.3% | $16 | 加仓 |
| EVGO | EVGO INC | $5,000 | 0.00% | 2,794 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD | $5,000 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD | $5,000 | 0.00% | 12 | -5 | -29.4% | -$2,083 | 减仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $5,000 | 0.00% | 971 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $5,000 | 0.00% | 167 | -88 | -34.5% | -$2,635 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $5,000 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| BAPR | INNOVATOR ETFS TRUST | $5,000 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $5,000 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| FBP | FIRST BANCORP CORPORATION | $5,000 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $5,000 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $5,000 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $5,000 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON BRANDS INC | $5,000 | 0.00% | 321 | 4 | 1.3% | $62 | 加仓 |
| — | ISHARES ETHEREUM TR | $5,000 | 0.00% | 315 | 315 | — | $5,000 | 新建仓 |
| IYH | ISHARES TR | $5,000 | 0.00% | 77 | -74 | -49.0% | -$4,805 | 重新持有 |
| DVN | DEVON ENERGY CORP NEW | $5,000 | 0.00% | 101 | 101 | — | $5,000 | 新建仓 |
| USIG | ISHARES TR | $4,000 | 0.00% | 76 | -1,105 | -93.6% | -$5.82万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $4,000 | 0.00% | 77 | -82 | -51.6% | -$4,260 | 减仓 |
| NVO | NOVO-NORDISK A S | $4,000 | 0.00% | 117 | -64 | -35.4% | -$2,188 | 减仓 |
| EIDO | ISHARES TR | $4,000 | 0.00% | 239 | -137 | -36.4% | -$2,293 | 减仓 |
| APP | APPLOVIN CORP | $4,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $4,000 | 0.00% | 740 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $4,000 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $4,000 | 0.00% | 127 | -53 | -29.4% | -$1,669 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $4,000 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $4,000 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $4,000 | 0.00% | 22 | -8 | -26.7% | -$1,455 | 减仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $4,000 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| INMU | BLACKROCK ETF TRUST II | $4,000 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $4,000 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $4,000 | 0.00% | 116 | 16 | 16.0% | $552 | 加仓 |
| BROS | DUTCH BROS INC | $4,000 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $4,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $4,000 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $4,000 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $4,000 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $4,000 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $4,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $4,000 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $4,000 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CERY | SPDR SERIES TRUST | $4,000 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS INC | $4,000 | 0.00% | 48 | 0 | 0.0% | — | 不变 |