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 |
|---|---|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | $67.30万 | 0.02% | 2,725 | -5 | -0.2% | -$1,235 | 减仓 |
| NEAR | ISHARES U S ETF TR | $64.80万 | 0.02% | 12,760 | -369 | -2.8% | -$1.87万 | 减仓 |
| PAVE | GLOBAL X FDS | $64.70万 | 0.02% | 12,729 | -19 | -0.1% | -$966 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $63.20万 | 0.02% | 28,740 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $62.90万 | 0.02% | 3,920 | -21 | -0.5% | -$3,370 | 减仓 |
| UNP | UNION PAC CORP | $62.80万 | 0.02% | 2,587 | 895 | 52.9% | $21.73万 | 加仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $62.70万 | 0.02% | 24,164 | 2,769 | 12.9% | $7.18万 | 加仓 |
| NVS | NOVARTIS AG | $62.20万 | 0.02% | 4,070 | -993 | -19.6% | -$15.18万 | 减仓 |
| SBUX | STARBUCKS CORP | $61.40万 | 0.02% | 6,846 | -1,102 | -13.9% | -$9.88万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $61.30万 | 0.02% | 15,002 | 448 | 3.1% | $1.83万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $61.10万 | 0.02% | 8,707 | -839 | -8.8% | -$5.89万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $60.90万 | 0.02% | 3,075 | -11,750 | -79.3% | -$232.71万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $60.60万 | 0.02% | 26,392 | 679 | 2.6% | $1.56万 | 加仓 |
| ICVT | ISHARES TR | $60.50万 | 0.02% | 5,945 | -1,968 | -24.9% | -$20.03万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $60.30万 | 0.02% | 4,607 | -546 | -10.6% | -$7.15万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $60.10万 | 0.02% | 23,472 | 0 | 0.0% | — | 不变 |
| TDVG | T ROWE PRICE ETF INC | $59.90万 | 0.02% | 13,406 | 17 | 0.1% | $760 | 加仓 |
| NOBL | PROSHARES TR | $59.70万 | 0.02% | 5,636 | 138 | 2.5% | $1.46万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $59.30万 | 0.02% | 1,519 | 23 | 1.5% | $8,979 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $59.00万 | 0.02% | 14,378 | -1,427 | -9.0% | -$5.86万 | 减仓 |
| IJT | ISHARES TR | $57.70万 | 0.02% | 3,953 | -121 | -3.0% | -$1.77万 | 减仓 |
| VGT | VANGUARD WORLD FD | $57.30万 | 0.02% | 821 | 454 | 123.7% | $31.69万 | 加仓 |
| GUNR | FLEXSHARES TR | $57.20万 | 0.02% | 10,379 | 413 | 4.1% | $2.28万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $57.10万 | 0.02% | 7,518 | 3,275 | 77.2% | $24.87万 | 加仓 |
| XJH | ISHARES TR | $56.90万 | 0.01% | 12,547 | 1,621 | 14.8% | $7.35万 | 加仓 |
| T | AT&T INC | $56.80万 | 0.01% | 19,590 | 1,165 | 6.3% | $3.38万 | 加仓 |
| SHM | SPDR SERIES TRUST | $56.70万 | 0.01% | 11,851 | 1,265 | 11.9% | $6.05万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $56.40万 | 0.01% | 18,496 | 103 | 0.6% | $3,141 | 加仓 |
| — | CALAMOS ETF TR | $56.30万 | 0.01% | 20,937 | -298 | -1.4% | -$8,013 | 减仓 |
| VDE | VANGUARD WORLD FD | $55.90万 | 0.01% | 3,230 | 260 | 8.8% | $4.50万 | 加仓 |
| IWY | ISHARES TR | $55.70万 | 0.01% | 2,242 | 28 | 1.3% | $6,956 | 加仓 |
| GLD | SPDR GOLD TR | $55.60万 | 0.01% | 1,291 | -200 | -13.4% | -$8.61万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $55.30万 | 0.01% | 11,318 | 431 | 4.0% | $2.11万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $55.20万 | 0.01% | 5,864 | 513 | 9.6% | $4.83万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $55.20万 | 0.01% | 12,335 | 5,320 | 75.8% | $23.81万 | 加仓 |
| ADBE | ADOBE INC | $54.40万 | 0.01% | 2,241 | -5 | -0.2% | -$1,214 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $53.80万 | 0.01% | 600 | -53 | -8.1% | -$4.75万 | 减仓 |
| — | SPDR INDEX SHS FDS | $53.80万 | 0.01% | 3,758 | 0 | 0.0% | — | 不变 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $53.50万 | 0.01% | 10,291 | 9,843 | 2,197.1% | $51.17万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $53.30万 | 0.01% | 11,688 | 22 | 0.2% | $1,003 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $53.30万 | 0.01% | 18,157 | 16,796 | 1,234.1% | $49.30万 | 加仓 |
| BP | BP PLC | $53.20万 | 0.01% | 11,313 | -73 | -0.6% | -$3,433 | 减仓 |
| APH | AMPHENOL CORP | $53.10万 | 0.01% | 4,207 | 3,773 | 869.4% | $47.62万 | 加仓 |
| — | CALAMOS ETF TR | $53.00万 | 0.01% | 20,712 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $52.30万 | 0.01% | 1,530 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $52.10万 | 0.01% | 4,388 | 167 | 4.0% | $1.98万 | 加仓 |
| SUB | ISHARES TR | $51.80万 | 0.01% | 4,865 | 567 | 13.2% | $6.04万 | 加仓 |
| SGOL | ETFS GOLD TR | $51.50万 | 0.01% | 11,539 | -14,322 | -55.4% | -$63.92万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $51.30万 | 0.01% | 8,889 | -191 | -2.1% | -$1.10万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $51.20万 | 0.01% | 4,459 | -1,249 | -21.9% | -$14.34万 | 减仓 |
| FLCG | FEDERATED HERMES ETF TRUST | $51.20万 | 0.01% | 17,116 | 4,321 | 33.8% | $12.93万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $50.50万 | 0.01% | 16,889 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $49.80万 | 0.01% | 22,452 | 3,377 | 17.7% | $7.49万 | 加仓 |
| DGRW | WISDOMTREE TR | $49.60万 | 0.01% | 5,652 | 11 | 0.2% | $965 | 加仓 |
| TXN | TEXAS INSTRS INC | $49.30万 | 0.01% | 2,538 | -232 | -8.4% | -$4.51万 | 减仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $48.80万 | 0.01% | 11,642 | -206 | -1.7% | -$8,635 | 减仓 |
| WELL | WELLTOWER INC | $48.70万 | 0.01% | 2,461 | -189 | -7.1% | -$3.74万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $48.70万 | 0.01% | 5,904 | 784 | 15.3% | $6.47万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $48.40万 | 0.01% | 10,402 | 4,415 | 73.7% | $20.54万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $48.20万 | 0.01% | 2,341 | -72 | -3.0% | -$1.48万 | 减仓 |
| ESGU | ISHARES TR | $47.90万 | 0.01% | 3,393 | 9 | 0.3% | $1,271 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $47.60万 | 0.01% | 15,787 | 9,010 | 132.9% | $27.17万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $47.40万 | 0.01% | 17,411 | 8,407 | 93.4% | $22.89万 | 加仓 |
| — | CALAMOS ETF TR | $47.20万 | 0.01% | 17,361 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR ETFS TRUST | $46.80万 | 0.01% | 10,954 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $46.60万 | 0.01% | 18,797 | -13,180 | -41.2% | -$32.67万 | 减仓 |
| MRNA | MODERNA INC | $46.60万 | 0.01% | 9,179 | 16 | 0.2% | $812 | 加仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $46.50万 | 0.01% | 66,245 | -1,010 | -1.5% | -$7,090 | 减仓 |
| — | CALAMOS ETF TR | $46.40万 | 0.01% | 17,488 | 2,815 | 19.2% | $7.47万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $46.10万 | 0.01% | 3,142 | 558 | 21.6% | $8.19万 | 加仓 |
| SYK | STRYKER CORPORATION | $45.50万 | 0.01% | 1,384 | 9 | 0.7% | $2,959 | 加仓 |
| CMCSA | COMCAST CORP NEW | $45.40万 | 0.01% | 15,840 | -1,250 | -7.3% | -$3.58万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $45.20万 | 0.01% | 3,917 | 12 | 0.3% | $1,385 | 加仓 |
| VICR | VICOR CORP | $45.10万 | 0.01% | 2,800 | 300 | 12.0% | $4.83万 | 加仓 |
| NRG | NRG ENERGY INC | $44.50万 | 0.01% | 3,044 | 773 | 34.0% | $11.30万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $44.40万 | 0.01% | 9,903 | 181 | 1.9% | $8,115 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $44.40万 | 0.01% | 17,817 | 1,088 | 6.5% | $2.71万 | 加仓 |
| — | CALAMOS ETF TR | $44.20万 | 0.01% | 16,410 | 0 | 0.0% | — | 不变 |
| TSME | THRIVENT ETF TRUST | $44.00万 | 0.01% | 10,584 | 9,244 | 689.9% | $38.43万 | 加仓 |
| SUSC | ISHARES TR | $43.90万 | 0.01% | 19,014 | 69 | 0.4% | $1,593 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $43.90万 | 0.01% | 9,583 | 2,563 | 36.5% | $11.74万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $43.80万 | 0.01% | 14,681 | 6,164 | 72.4% | $18.39万 | 加仓 |
| SHEL | SHELL PLC | $43.30万 | 0.01% | 4,659 | -114 | -2.4% | -$1.06万 | 减仓 |
| MO | ALTRIA GROUP INC | $42.20万 | 0.01% | 6,389 | -224 | -3.4% | -$1.48万 | 减仓 |
| CMI | CUMMINS INC | $41.80万 | 0.01% | 776 | 2 | 0.3% | $1,077 | 加仓 |
| IGSB | ISHARES TR | $41.50万 | 0.01% | 7,906 | -246 | -3.0% | -$1.29万 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $41.20万 | 0.01% | 37,367 | 1,538 | 4.3% | $1.70万 | 加仓 |
| D | DOMINION ENERGY INC | $41.00万 | 0.01% | 6,623 | -28 | -0.4% | -$1,733 | 减仓 |
| PFE | PFIZER INC | $40.90万 | 0.01% | 14,574 | -1,046 | -6.7% | -$2.94万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $40.90万 | 0.01% | 12,341 | 862 | 7.5% | $2.86万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $40.80万 | 0.01% | 8,267 | 2,404 | 41.0% | $11.86万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $40.70万 | 0.01% | 1,981 | 16 | 0.8% | $3,287 | 加仓 |
| DSI | ISHARES TR | $40.20万 | 0.01% | 3,313 | -376 | -10.2% | -$4.56万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $40.20万 | 0.01% | 520 | -2 | -0.4% | -$1,546 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $40.10万 | 0.01% | 9,295 | -8,623 | -48.1% | -$37.20万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $39.90万 | 0.01% | 6,371 | 1,375 | 27.5% | $8.61万 | 加仓 |
| — | WISDOMTREE TR | $39.80万 | 0.01% | 14,305 | 14,305 | — | $39.80万 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $39.70万 | 0.01% | 32,953 | 1,301 | 4.1% | $1.57万 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $39.60万 | 0.01% | 15,479 | 11,329 | 273.0% | $28.98万 | 加仓 |
| WFC | WELLS FARGO & CO | $39.50万 | 0.01% | 4,961 | 619 | 14.3% | $4.93万 | 加仓 |