13F 机构持仓

Capital Analysts, LLC

FORT WASHINGTON PA · SEC CIK 0001624758

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$43.40亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 8.1%
IVV 3.8%
FBND 3.7%
IEFA 3.0%
SPIB 2.0%
RWL 2.0%
IEMG 1.9%
JCPB 1.8%
FMDE 1.7%
TDTF 1.7%

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
RYAAY RYANAIR HOLDINGS PLC $5,0000.00%77 00.0% — 不变
WCC WESCO INTL INC $5,0000.00%14 00.0% — 不变
NVO NOVO-NORDISK A S $5,0000.00%100 -17-14.5% -$850 减仓
GWW WW GRAINGER INC $5,0000.00%4 00.0% — 不变
A AGILENT TECHNOLOGIES INC $5,0000.00%34 00.0% — 不变
ROKU ROKU INC $5,0000.00%33 00.0% — 不变
ACHV ACHIEVE LIFE SCIENCE INC $5,0000.00%700 00.0% — 不变
AGZ ISHARES TR $5,0000.00%45 45— $5,000 新建仓
— PUTNAM MUN OPPORTUNITIES TR $5,0000.00%447 447— $5,000 新建仓
EMBC EMBECTA CORP $4,0000.00%1,219 -26-2.1% -$85 减仓
KB KB FINL GROUP INC $4,0000.00%41 -47-53.4% -$4,585 减仓
XRN CHIRON REAL ESTATE INC $4,0000.00%118 -59-33.3% -$2,000 减仓
— ISHARES ETHEREUM TR $4,0000.00%315 00.0% — 不变
UTF COHEN & STEERS INFRASTRUCTUR $4,0000.00%136 -54-28.4% -$1,588 减仓
SOFI SOFI TECHNOLOGIES INC $4,0000.00%240 00.0% — 不变
AMCR AMCOR PLC $4,0000.00%95 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $4,0000.00%44 00.0% — 不变
ACHR ARCHER AVIATION INC $4,0000.00%928 18825.4% $810 加仓
FTQI FIRST TR EXCHANGE TRADED FD $4,0000.00%190 00.0% — 不变
USIG ISHARES TR $4,0000.00%76 00.0% — 不变
PPL PPL CORP $4,0000.00%100 -16-13.8% -$640 减仓
GO GROCERY OUTLET HLDG CORP $4,0000.00%400 00.0% — 不变
KBWB INVESCO EXCH TRADED FD TR II $4,0000.00%39 00.0% — 不变
— CHARGEPOINT HOLDINGS INC $4,0000.00%585 00.0% — 不变
FMX FOMENTO ECONOMICO MEXICANO S $4,0000.00%31 00.0% — 不变
PHG KONINKLIJKE PHILIPS N V $4,0000.00%132 3333.3% $1,000 加仓
CLF CLEVELAND-CLIFFS INC NEW $4,0000.00%400 00.0% — 不变
DCI DONALDSON INC $4,0000.00%39 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $4,0000.00%127 2727.0% $850 加仓
RAL RALLIANT CORP $4,0000.00%50 00.0% — 不变
NVG NUVEEN AMT FREE MUN CR INC F $4,0000.00%334 334— $4,000 新建仓
DSCO DOUBLELINE ETF TRUST $4,0000.00%171 171— $4,000 新建仓
ORLY OREILLY AUTOMOTIVE INC $3,0000.00%35 -35-50.0% -$3,000 减仓
— EA SERIES TRUST $3,0000.00%94 11.1% $32 加仓
CERY SPDR SERIES TRUST $3,0000.00%82 -24-22.6% -$878 减仓
STNG SCORPIO TANKERS INC $3,0000.00%48 00.0% — 不变
SPTL SPDR SERIES TRUST $3,0000.00%112 10.9% $27 加仓
TNK TEEKAY TANKERS LTD $3,0000.00%44 00.0% — 不变
TTEK TETRA TECH INC NEW $3,0000.00%100 00.0% — 不变
ESTC ELASTIC N V $3,0000.00%58 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $3,0000.00%34 00.0% — 不变
ALVO ALVOTECH $3,0000.00%932 00.0% — 不变
— VANECK ETF TRUST $3,0000.00%10 00.0% — 不变
YUMC YUM CHINA HLDGS INC $3,0000.00%69 00.0% — 不变
NVT NVENT ELEC PLC $3,0000.00%15 00.0% — 不变
— AVITA MEDICAL INC $3,0000.00%652 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG $3,0000.00%49 00.0% — 不变
SIRI SIRIUSXM HOLDINGS INC $3,0000.00%104 11.0% $29 加仓
BUD ANHEUSER BUSCH INBEV SA NV $3,0000.00%33 00.0% — 不变
DDOG DATADOG INC $3,0000.00%10 225.0% $600 加仓
ALAB ASTERA LABS INC $3,0000.00%6 6— $3,000 新建仓
HOG HARLEY DAVIDSON INC $2,0000.00%101 -1,484-93.6% -$2.94万 减仓
TER TERADYNE INC $2,0000.00%4 -17-81.0% -$8,500 减仓
NVMI NOVA LTD $2,0000.00%3 -9-75.0% -$6,000 减仓
OPCH OPTION CARE HEALTH INC $2,0000.00%97 -30-23.6% -$619 减仓
APP APPLOVIN CORP $2,0000.00%4 -6-60.0% -$3,000 减仓
EIDO ISHARES TR $2,0000.00%239 00.0% — 不变
UMH UMH PPTYS INC $2,0000.00%120 -63-34.4% -$1,050 减仓
BBY BEST BUY INC $2,0000.00%28 -11-28.2% -$786 减仓
TRI THOMSON REUTERS CORP $2,0000.00%20 -12-37.5% -$1,200 减仓
SMIN ISHARES TR $2,0000.00%28 00.0% — 不变
HLN HALEON PLC $2,0000.00%253 41.6% $32 加仓
BHP BHP BILLITON LIMITED $2,0000.00%24 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INC $2,0000.00%54 00.0% — 不变
HDB HDFC BANK LTD $2,0000.00%94 00.0% — 不变
PDI PIMCO DYNAMIC INCOME FD $2,0000.00%94 22.2% $43 加仓
— FIDELITY ETHEREUM FD $2,0000.00%115 00.0% — 不变
LLYVA LIBERTY LIVE HOLDINGS INC $2,0000.00%24 00.0% — 不变
OSG OCTAVE SPECIALTY GROUP INC $2,0000.00%325 00.0% — 不变
FSSL FS SPECIALTY LENDING FD $2,0000.00%172 63.6% $70 加仓
ALV AUTOLIV INC $2,0000.00%21 00.0% — 不变
PSTL POSTAL REALTY TRUST INC $2,0000.00%85 -44-34.1% -$1,035 减仓
— INNOVATOR ETFS TRUST $2,0000.00%59 00.0% — 不变
PCG PG&E CORP $2,0000.00%94 00.0% — 不变
GFL GFL ENVIRONMENTAL INC $2,0000.00%57 00.0% — 不变
FG F&G ANNUITIES & LIFE INC $2,0000.00%66 00.0% — 不变
— VANECK ETF TRUST $2,0000.00%57 00.0% — 不变
TSCO TRACTOR SUPPLY CO $2,0000.00%50 00.0% — 不变
— MAXCYTE INC $2,0000.00%1,266 00.0% — 不变
OGN ORGANON & CO $2,0000.00%170 00.0% — 不变
AXON AXON ENTERPRISE INC $2,0000.00%3 150.0% $667 加仓
CRWV COREWEAVE INC $2,0000.00%22 14175.0% $1,273 加仓
STRL STERLING INFRASTRUCTURE INC $2,0000.00%2 2— $2,000 新建仓
GRAB GRAB HOLDINGS LIMITED $2,0000.00%416 416— $2,000 新建仓
RBLX ROBLOX CORP $2,0000.00%33 33— $2,000 新建仓
UNIT UNITI GROUP LLC $2,0000.00%150 150— $2,000 新建仓
FDXF FEDEX FGHT HLDG CO INC $2,0000.00%14 14— $2,000 新建仓
CGNX COGNEX CORP $2,0000.00%23 23— $2,000 新建仓
FELV FIDELITY COVINGTON TRUST $2,0000.00%49 49— $2,000 新建仓
LINE LINEAGE INC $2,0000.00%40 40— $2,000 新建仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $2,0000.00%6 6— $2,000 新建仓
NBIS NEBIUS GROUP N.V. $2,0000.00%6 6— $2,000 新建仓
BWXT BWX TECHNOLOGIES INC $2,0000.00%8 8— $2,000 新建仓
SNOW SNOWFLAKE INC $2,0000.00%6 6— $2,000 新建仓
VICI VICI PPTYS INC $1,0000.00%40 -878-95.6% -$2.19万 减仓
STM STMICROELECTRONICS N V $1,0000.00%10 -81-89.0% -$8,100 减仓
HAUZ DBX ETF TR $1,0000.00%33 -92-73.6% -$2,788 减仓
LEN LENNAR CORP $1,0000.00%15 -25-62.5% -$1,667 减仓
AMTM AMENTUM HOLDINGS INC $1,0000.00%26 -26-50.0% -$1,000 减仓
LVS LAS VEGAS SANDS CORP $1,0000.00%29 00.0% — 不变