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 |
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TR | $311.70万 | 0.08% | 32,658 | -2,712 | -7.7% | -$25.88万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $309.00万 | 0.08% | 140,364 | 34,980 | 33.2% | $77.01万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $307.00万 | 0.08% | 51,822 | 242 | 0.5% | $1.43万 | 加仓 |
| QCOM | QUALCOMM INC | $306.20万 | 0.08% | 23,782 | -1,919 | -7.5% | -$24.71万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $305.00万 | 0.08% | 48,615 | -1,671 | -3.3% | -$10.48万 | 减仓 |
| NFLX | NETFLIX INC. | $302.80万 | 0.08% | 31,490 | 2,460 | 8.5% | $23.65万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $297.90万 | 0.08% | 61,664 | -11,496 | -15.7% | -$55.54万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $293.90万 | 0.08% | 15,950 | 6,430 | 67.5% | $118.48万 | 加仓 |
| VB | VANGUARD INDEX FDS | $293.50万 | 0.08% | 11,206 | 822 | 7.9% | $21.53万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $291.90万 | 0.08% | 27,788 | -2,647 | -8.7% | -$27.81万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $291.60万 | 0.08% | 15,183 | -258 | -1.7% | -$4.96万 | 减仓 |
| SNPS | SYNOPSYS INC | $288.60万 | 0.08% | 7,278 | -517 | -6.6% | -$20.50万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $288.20万 | 0.08% | 65,231 | -1,432 | -2.1% | -$6.33万 | 减仓 |
| SMLF | ISHARES TR | $287.30万 | 0.08% | 38,051 | -6,231 | -14.1% | -$47.05万 | 减仓 |
| GCOW | PACER FDS TR | $286.20万 | 0.08% | 61,907 | -2,734 | -4.2% | -$12.64万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $281.80万 | 0.07% | 46,977 | 711 | 1.5% | $4.27万 | 加仓 |
| ETN | EATON CORP PLC | $280.20万 | 0.07% | 7,831 | 99 | 1.3% | $3.54万 | 加仓 |
| CAIE | CALAMOS ETF TR | $277.90万 | 0.07% | 110,522 | 7,483 | 7.3% | $18.82万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $277.20万 | 0.07% | 51,290 | 8,061 | 18.6% | $43.57万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $275.20万 | 0.07% | 70,653 | 12,614 | 21.7% | $49.13万 | 加仓 |
| IWF | ISHARES TR | $274.50万 | 0.07% | 6,437 | 7 | 0.1% | $2,985 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $273.50万 | 0.07% | 20,532 | 20,509 | 89,169.6% | $273.19万 | 加仓 |
| MET | METLIFE INC | $269.70万 | 0.07% | 38,133 | 3,126 | 8.9% | $22.11万 | 加仓 |
| IGRO | ISHARES TR | $266.80万 | 0.07% | 31,851 | 6,295 | 24.6% | $52.73万 | 加仓 |
| SHY | ISHARES TR | $265.50万 | 0.07% | 32,155 | 2,195 | 7.3% | $18.12万 | 加仓 |
| EMR | EMERSON ELEC CO | $263.40万 | 0.07% | 20,107 | -18,158 | -47.5% | -$237.87万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $259.50万 | 0.07% | 13,240 | 738 | 5.9% | $14.46万 | 加仓 |
| VHT | VANGUARD WORLD FD | $251.40万 | 0.07% | 9,232 | -743 | -7.4% | -$20.23万 | 减仓 |
| NI | NISOURCE INC | $247.10万 | 0.06% | 52,965 | 2,066 | 4.1% | $9.64万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $243.70万 | 0.06% | 72,162 | 14,401 | 24.9% | $48.63万 | 加仓 |
| SYSB | ISHARES TR | $239.50万 | 0.06% | 26,906 | 21,528 | 400.3% | $191.63万 | 加仓 |
| DES | WISDOMTREE TR | $237.90万 | 0.06% | 66,189 | 12 | 0.0% | $431 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $235.30万 | 0.06% | 8,695 | -321 | -3.6% | -$8.69万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $231.30万 | 0.06% | 90,503 | 972 | 1.1% | $2.48万 | 加仓 |
| SBR | SABINE RTY TR | $230.80万 | 0.06% | 30,640 | 210 | 0.7% | $1.58万 | 加仓 |
| — | ISHARES TR | $229.40万 | 0.06% | 73,847 | 73,847 | — | $229.40万 | 新建仓 |
| USHY | ISHARES TR | $227.70万 | 0.06% | 61,826 | -13,451 | -17.9% | -$49.54万 | 减仓 |
| CORP | PIMCO ETF TR | $222.30万 | 0.06% | 22,965 | 2,729 | 13.5% | $26.42万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $218.10万 | 0.06% | 19,943 | -135 | -0.7% | -$1.48万 | 减仓 |
| PFFA | ETFIS SER TR I | $216.00万 | 0.06% | 106,067 | 3,857 | 3.8% | $7.85万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $215.60万 | 0.06% | 65,429 | 33,790 | 106.8% | $111.34万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $209.90万 | 0.06% | 22,623 | 1,195 | 5.6% | $11.09万 | 加仓 |
| SCZ | ISHARES TR | $209.70万 | 0.06% | 26,718 | 1,953 | 7.9% | $15.33万 | 加仓 |
| — | CALAMOS ETF TR | $208.90万 | 0.05% | 76,701 | 2,559 | 3.5% | $6.97万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $207.80万 | 0.05% | 32,173 | -1,559 | -4.6% | -$10.07万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $204.60万 | 0.05% | 15,393 | -3,458 | -18.3% | -$45.96万 | 减仓 |
| — | FLEXSHARES TR | $200.10万 | 0.05% | 27,847 | 27,847 | — | $200.10万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $200.00万 | 0.05% | 8,417 | 1,266 | 17.7% | $30.08万 | 加仓 |
| KKR | KKR & CO INC | $197.40万 | 0.05% | 21,350 | -515 | -2.4% | -$4.76万 | 减仓 |
| IDEV | ISHARES TR | $196.60万 | 0.05% | 23,536 | 3,881 | 19.7% | $32.42万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $196.20万 | 0.05% | 26,649 | 10,169 | 61.7% | $74.87万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $194.10万 | 0.05% | 41,338 | 4,740 | 13.0% | $22.26万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $193.00万 | 0.05% | 41,990 | -497 | -1.2% | -$2.28万 | 减仓 |
| PSFF | PACER FDS TR | $192.80万 | 0.05% | 60,142 | -3,196 | -5.0% | -$10.25万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $191.40万 | 0.05% | 47,713 | 34,275 | 255.1% | $137.49万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $190.40万 | 0.05% | 16,519 | 1,239 | 8.1% | $14.28万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $188.70万 | 0.05% | 54,853 | 43,512 | 383.7% | $149.69万 | 加仓 |
| ICF | ISHARES TR | $177.20万 | 0.05% | 28,635 | 1,329 | 4.9% | $8.22万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $175.80万 | 0.05% | 28,752 | -2,336 | -7.5% | -$14.28万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $173.90万 | 0.05% | 11,926 | -2,641 | -18.1% | -$38.51万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $170.00万 | 0.04% | 13,618 | 11,694 | 607.8% | $145.98万 | 加仓 |
| IGIB | ISHARES TR | $169.40万 | 0.04% | 31,830 | 81 | 0.3% | $4,311 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $169.10万 | 0.04% | 24,587 | 3,288 | 15.4% | $22.61万 | 加仓 |
| ONEY | SPDR SERIES TRUST | $166.80万 | 0.04% | 13,893 | 714 | 5.4% | $8.57万 | 加仓 |
| WAT | WATERS CORP | $164.00万 | 0.04% | 5,506 | 5,506 | — | $164.00万 | 新建仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $163.30万 | 0.04% | 56,799 | 25,866 | 83.6% | $74.37万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $161.90万 | 0.04% | 31,878 | -8,614 | -21.3% | -$43.75万 | 减仓 |
| CAT | CATERPILLAR INC | $161.20万 | 0.04% | 2,276 | -358 | -13.6% | -$25.36万 | 减仓 |
| DE | DEERE & CO | $157.90万 | 0.04% | 2,803 | -194 | -6.5% | -$10.93万 | 减仓 |
| VTR | VENTAS INC | $157.50万 | 0.04% | 19,259 | 615 | 3.3% | $5.03万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $157.30万 | 0.04% | 5,199 | -375 | -6.7% | -$11.35万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $157.30万 | 0.04% | 53,992 | 6,356 | 13.3% | $18.52万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $155.70万 | 0.04% | 28,185 | 13,122 | 87.1% | $72.49万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $153.90万 | 0.04% | 40,061 | -400 | -1.0% | -$1.54万 | 减仓 |
| LQD | ISHARES TR | $153.60万 | 0.04% | 14,092 | -886 | -5.9% | -$9.66万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $152.70万 | 0.04% | 79,746 | 4,236 | 5.6% | $8.11万 | 加仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $151.40万 | 0.04% | 30,065 | 3,289 | 12.3% | $16.56万 | 加仓 |
| SHYG | ISHARES TR | $151.30万 | 0.04% | 35,767 | 424 | 1.2% | $1.79万 | 加仓 |
| ABBV | ABBVIE INC | $149.20万 | 0.04% | 6,861 | -352 | -4.9% | -$7.65万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $149.10万 | 0.04% | 6,861 | 1,984 | 40.7% | $43.12万 | 加仓 |
| GLDM | WORLD GOLD TR | $147.60万 | 0.04% | 15,930 | 761 | 5.0% | $7.05万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $147.30万 | 0.04% | 19,998 | 19,998 | — | $147.30万 | 新建仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $147.10万 | 0.04% | 48,227 | 33,978 | 238.5% | $103.64万 | 加仓 |
| PEP | PEPSICO INC | $146.60万 | 0.04% | 9,439 | -495 | -5.0% | -$7.69万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $145.20万 | 0.04% | 43,394 | -7,825 | -15.3% | -$26.18万 | 减仓 |
| IWV | ISHARES TR | $144.60万 | 0.04% | 3,876 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $143.30万 | 0.04% | 15,637 | 5,296 | 51.2% | $48.53万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $142.20万 | 0.04% | 8,602 | -84 | -1.0% | -$1.39万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $140.70万 | 0.04% | 54,711 | 2,959 | 5.7% | $7.61万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $138.20万 | 0.04% | 35,064 | 932 | 2.7% | $3.67万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $137.70万 | 0.04% | 49,045 | 9,526 | 24.1% | $26.75万 | 加仓 |
| FEGE | RBB FUND TRUST | $137.50万 | 0.04% | 29,259 | -6,792 | -18.8% | -$31.92万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $136.90万 | 0.04% | 18,213 | 18,213 | — | $136.90万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $135.10万 | 0.04% | 29,276 | 28,873 | 7,164.5% | $133.24万 | 加仓 |
| EEM | ISHARES TR | $133.70万 | 0.04% | 23,536 | -903 | -3.7% | -$5.13万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $133.60万 | 0.04% | 20,337 | 1,355 | 7.1% | $8.90万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $131.60万 | 0.03% | 26,601 | 1,873 | 7.6% | $9.27万 | 加仓 |
| EFIV | SPDR SERIES TRUST | $131.40万 | 0.03% | 20,831 | 1,437 | 7.4% | $9.06万 | 加仓 |
| ONEV | SPDR SERIES TRUST | $130.20万 | 0.03% | 9,707 | 9,707 | — | $130.20万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $129.70万 | 0.03% | 77,566 | 45,183 | 139.5% | $75.55万 | 加仓 |